Ingersoll Rand Rises as Investors Lean Into Improving Demand Trends

Ingersoll Rand (IR) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to improving sentiment around Ingersoll Rand’s growth outlook after the company recently posted a second-quarter beat, updated full-year guidance, and described broader demand strength at a mid-September investor conference. The rally also looks consistent with investors rewarding signs that orders, margins, and bolt-on acquisition activity remain supportive into the second half.

Details:

Second-quarter revenue rose to about $2.05 billion, while adjusted EPS of $0.86 came in ahead of consensus expectations.

The company said organic orders were strong in the quarter, including high single-digit momentum in the Americas and better demand across several industrial end markets.

Management said at a September 17 conference that growth was broadening, July trends were encouraging, and recent investments in commercial execution and engineered solutions were starting to pay off.

Ingersoll Rand also reiterated a disciplined M&A approach, highlighted roughly $3.8 billion of liquidity, and pointed to a pipeline of bolt-on opportunities, which can support the longer-term compounding story.

Sources:

Ingersoll Rand Investor Relations, SEC, StockAnalysis

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$IR Insider Trading Activity

$IR insiders have traded $IR stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $IR stock by insiders over the last 6 months:

VICENTE REYNAL (See Remarks) sold 30,492 shares for an estimated $2,683,296
AUROBIND SATPATHY purchased 11,538 shares for an estimated $1,000,090

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$IR Hedge Fund Activity

We have seen 357 institutional investors add shares of $IR stock to their portfolio, and 533 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 10,642,725 shares (+inf%) to their portfolio in Q2 2026, for an estimated $872,597,022
FMR LLC removed 7,717,232 shares (-36.8%) from their portfolio in Q2 2026, for an estimated $632,735,851
PRICE T ROWE ASSOCIATES INC /MD/ added 6,700,975 shares (+33.0%) to their portfolio in Q2 2026, for an estimated $549,412,940
CAPITAL RESEARCH GLOBAL INVESTORS removed 4,254,750 shares (-14.4%) from their portfolio in Q2 2026, for an estimated $348,846,952
NORDEA INVESTMENT MANAGEMENT AB added 3,778,052 shares (+225.2%) to their portfolio in Q2 2026, for an estimated $309,762,483
CAPITAL WORLD INVESTORS removed 3,302,666 shares (-10.6%) from their portfolio in Q2 2026, for an estimated $270,785,585
CAPITAL INTERNATIONAL INVESTORS removed 3,260,215 shares (-24.7%) from their portfolio in Q2 2026, for an estimated $267,305,027

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$IR Analyst Ratings

Wall Street analysts have issued reports on $IR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 04/30/2026

To track analyst ratings and price targets for $IR, check out Quiver Quantitative's $IR forecast page.

$IR Price Targets

Multiple analysts have issued price targets for $IR recently. We have seen 5 analysts offer price targets for $IR in the last 6 months, with a median target of $90.0.

Here are some recent targets:

Chris Snyder from Morgan Stanley set a target price of $80.0 on 06/03/2026
Joseph O'Dea from Wells Fargo set a target price of $88.0 on 04/30/2026
Julian Mitchell from Barclays set a target price of $95.0 on 04/30/2026
Andrew Kaplowitz from Citigroup set a target price of $109.0 on 04/30/2026
Nathan Jones from Stifel set a target price of $90.0 on 04/14/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.