Market Cap
$11.4B
FPS
Forgent Power Solutions, Inc.
$40.31 ▲ +7.99%
Prev close $37.33Market cap$11.4B
ConsensusStrong Buy
12-mo target$55.75 (+38.3%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (8/10)42 New Institutional Positions8 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on FPS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$7.2B
Inst. Activity
42 buys / 8 sells
Insider Activity
$0.00 buy / $649.8M sell
Insider Net $
-$649.8M
Social Sentiment
70° Bullish
SEC Reports
9
Price chart 30d +37.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Sep 15, 2026 SEC Short Volume: FPS — 57.7% short (1.8M / 3.1M)
Short: 1,801,089 | Exempt: 3,312 | TRF Vol: 3,123,441 | Short Ratio: 57.7% | Off-exchange volume (da
Forgent Power Solutions reported a record fiscal Q4 2026, with revenue of $462M (+94% YoY) and Adjusted EPS of $0.25, be
8-K — Impact 8/10
Sep 1, 2026 Insider
Hottinger Tyson was granted 10,564 shares
Chief Legal Officer
Sep 1, 2026 Insider
Hottinger Tyson was granted 25,721 shares
Chief Legal Officer
Sep 1, 2026 Insider
Aug 22, 2026 SEC Niederpruem Gary John was granted 214,335 shares
Chief Executive Officer
A massive institutional cluster formed in FPS during Q2 2026, with 47 buyers accumulating $745M (net +$582M) against 13
INST-CLUSTER — Impact 4/10
Forgent Power Solutions files S-1 for a follow-on offering of 35 million Class A shares (11.7 million primary, 23.3 mill
S-1 — Impact 6/10
Jun 30, 2026 Inst.
COATUE MANAGEMENT LLC — NEW
20,501,387 shares ($1.1B)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 25, 2026 | Wells Fargo | INITIATE | Equal-Weight | 54% |
| Sep 16, 2026 | Oppenheimer | REITERATE | Outperform | 52% |
| Sep 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 16, 2026 | Baird | INITIATE | Outperform | 54% |
| Jun 22, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| May 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 15, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| May 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 15, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 4 | 6 | 2 | 0 | 0 | 83% | |
| Jun 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% |
Price targets
Where 12 covering analysts think FPS trades over the next 12 months.
$55.75 +38.3% upside Strong Buy
Current$40.31 Low$44.00 Median$54.00 High$76.00 12 analysts
$44.00$76.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
70°
Bullish
BearishNeutralBullish
Recent posts
Built a free, client-side options payoff & Greeks visualizer for theta strategies — looking for feed
▲ 1 · 💬 6· ⚡ 0.5
FPS ( Forgent Power Systems) Is there an after hours upgrade?
▲ 1 · 💬 0· ⚡ 0.5
$FPS next sandisk
▲ 1 · 💬 0· ⚡ 0.5
$FPS Thesis
▲ 1 · 💬 0· ⚡ 0.5
Forgent Power Solutions (FPS) - Looks like a buy
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 3 bullish, 4 bearish, 1 mixed, 1 neutral · avg impact 6.4/10.
BULLISH8-K8/10
Forgent Power Solutions reported a record fiscal Q4 2026, with revenue of $462M (+94% YoY) and Adjus
Sep 15, 2026
NEUTRALINST-CLUSTER4/10
A massive institutional cluster formed in FPS during Q2 2026, with 47 buyers accumulating $745M (net
Aug 22, 2026
MIXEDS-16/10
Forgent Power Solutions files S-1 for a follow-on offering of 35 million Class A shares (11.7 millio
Jul 3, 2026
BEARISHEFFECT6/10
The SEC declared effective Forgent Power Solutions' S-1 registration statement (File No. 333-297123)
Jul 2, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: FPS — 57.7% short (1.8M / 3.1M)
Short: 1,801,089 | Exempt: 3,312 | TRF Vol: 3,123,441 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: FPS — 59.4% short (2.5M / 4.3M)
Short: 2,526,713 | Exempt: 3,168 | TRF Vol: 4,250,182 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: FPS — 56.2% short (3.9M / 6.9M)
Short: 3,882,497 | Exempt: 42,609 | TRF Vol: 6,903,033 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
earnings_calendar
FPS Q4 2026 Earnings Scheduled — 2026-09-15
Sep 7, 2026
dark_pool
Dark Pool: FPS — 7.5M shares, 79,631 trades
Week starting 2026-09-07. Total ATS volume: 7,475,308 shares across 79,631 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.20 | $0.18–$0.21 | — | -11.7% | 0↑ 1↓ | $0.5B | 11 |
| Next Q | $0.28 | $0.25–$0.32 | — | +15.1% | 0↑ 1↓ | $0.6B | 11 |
| Current FY | $1.35 | $1.20–$1.43 | 98.6% | +16.9% | 0↑ 1↓ | $2.5B | 12 |
| Next FY | $2.01 | $1.78–$2.43 | 49.2% | +14.4% | 0↑ 1↓ | $3.4B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.199 | — |
| 7d ago | $0.201 | -0.002 |
| 30d ago | $0.225 | -0.026 |
| 60d ago | $0.225 | -0.026 |
| 90d ago | $0.257 | -0.058 |
Institutional ownership
Which big funds own FPS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.2B total value (131,071,808 shares) as of 2026-Q2. Top holders: NOMURA, COATUE, FMR. Net buying activity: 42 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| COATUE MANAGEMENT LLC | 20,501,387 | $1.1B | 15.8% | NEW |
| FMR LLC | 10,508,562 | $587.0M | 8.1% | — |
| Jupiter Topco LLC | 8,457,260 | $472.5M | 6.5% | — |
| Invesco Ltd. | 7,144,743 | $399.1M | 5.5% | — |
| BlackRock, Inc. | 6,666,695 | $372.4M | 5.1% | ADD +30.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,685,919 | $317.6M | 4.4% | ADD +51.6% |
| UBS Group AG | 5,641,827 | $315.2M | 4.4% | DOUBLED +142.7% |
| FRANKLIN RESOURCES INC | 5,155,338 | $288.0M | 4.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,884,628 | $272.9M | 3.8% | ADD +58.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | NEW | — | 20,501,387 | — | $1.1B |
| BlackRock, Inc. | ADD | 5,109,202 | 6,666,695 | +30.5% | $372.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 3,751,772 | 5,685,919 | +51.6% | $317.6M |
| UBS Group AG | DOUBLED | 2,324,686 | 5,641,827 | +142.7% | $315.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 3,080,376 | 4,884,628 | +58.6% | $272.9M |
| Jericho Capital Asset Management L.P. | NEW | — | 4,429,000 | — | $247.4M |
| Value Aligned Research Advisors, LLC | NEW | — | 3,158,622 | — | $176.4M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 2,516,270 | — | $140.6M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 950,604 | 2,244,537 | +136.1% | $125.4M |
| STATE STREET CORP | DOUBLED | 385,200 | 2,113,904 | +448.8% | $118.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 44 transactions. Net -$649.8M — $0.00 bought, $649.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Hottinger Tyson | Chief Legal Officer | AWARD | 10,564 | — | — |
| Sep 1, 2026 | Hottinger Tyson | Chief Legal Officer | AWARD | 25,721 | — | — |
| Sep 1, 2026 | Niederpruem Gary John | Chief Executive Officer | AWARD | 214,335 | — | — |
| Sep 1, 2026 | Niederpruem Gary John | Chief Executive Officer | AWARD | 88,029 | — | — |
| Sep 1, 2026 | Fiedler Ryan | Chief Financial Officer | AWARD | 2,817 | — | — |
| Sep 1, 2026 | Fiedler Ryan | Chief Financial Officer | AWARD | 6,859 | — | — |
| Sep 1, 2026 | Lund Inez | Chief Accounting Officer | AWARD | 17,147 | — | — |
| Sep 1, 2026 | Lund Inez | Chief Accounting Officer | AWARD | 7,043 | — | — |
| Jul 6, 2026 | Neos Partners, LP | Director | AWARD | 14,555,925 | — | — |
| Jul 6, 2026 | Neos Partners, LP | Director | SELL | 43,650,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FPS.
Shares short
9,941,470
Settlement Sep 15, 2026
Change vs prior
+5.1%
Semi-monthly cycle
Days to cover
1.1
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All FPS filing & press-release reports (9)
- 8-K reportSep 15, 2026
- INST-CLUSTER reportAug 22, 2026
- S-1 reportJul 3, 2026
- EFFECT reportJul 2, 2026
- 424B4 reportJun 1, 2026
- EFFECT reportMay 29, 2026
- S-1 reportMay 26, 2026
- 8-K reportMay 14, 2026
- S-1 reportMar 24, 2026