Market Cap
$6.7B
POWL
POWELL INDUSTRIES INC
$196.10 ▲ +2.89%
Prev close $190.60Market cap$6.7B
ConsensusBuy
12-mo target$280.00 (+42.8%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)50 New Institutional Positions Industrials & Manufacturing
Snapshot
The big-picture read on POWL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$6.4B
Inst. Activity
50 buys / 0 sells
Insider Activity
$0.00 buy / $19.3M sell
Insider Net $
-$19.3M
Social Sentiment
50° Neutral
SEC Reports
11
Price chart 30d +12.0%
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.
Oct 1, 2026 Insider
McKertcher Terry B was granted 600 shares
Vice President, Operations @ $181.67 ($109.0K)
Oct 1, 2026 Insider
METCALF MICHAEL WILLIAM was granted 2,000 shares
Exec Vice President @ $181.67 ($363.3K)
Oct 1, 2026 Insider
Mauney William Marshall Jr was granted 525 shares
Vice President, R&D @ $181.67 ($95.4K)
Sep 7, 2026 dark_pool
Aug 18, 2026 SEC Dark Pool: POWL — 0.7M shares, 31,389 trades
Week starting 2026-09-07. Total ATS volume: 665,748 shares across 31,389 trades.
Two POWL insiders, including President & CEO Brett Cope, sold a combined $1.39M in open-market transactions within a wee
CLUSTER — Impact 3/10
35 institutional investors accumulated $22.3M in POWL during 2026-Q2, while only 2 sellers reduced $12.3M, resulting in
INST-CLUSTER — Impact 6/10
Powell Industries reported Q3 FY2026 EPS of $1.42 on revenue of $311.7M, missing consensus estimates of $1.47 and $316.9
PRESS-RELEASE — Impact 6/10
Jun 30, 2026 Inst.
BlackRock, Inc. — DOUBLED
3,608,659 shares ($1.0B)
Analyst ratings buy % -3.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 12 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Cantor Fitzgerald | REITERATE | Neutral | 49% |
| Aug 14, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Apr 27, 2026 | JP Morgan | INITIATE | Overweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Aug 1, 2026 | 2 | 7 | 3 | 0 | 0 | 75% | |
| Jul 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Jun 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| May 1, 2026 | 2 | 7 | 4 | 0 | 0 | 69% | |
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% |
Price targets
Where 4 covering analysts think POWL trades over the next 12 months.
$280.00 +42.8% upside Strong Buy
Current$196.10 Low$235.00 Median$276.00 High$333.00 4 analysts
$235.00$333.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 1 bullish, 2 bearish, 2 mixed, 6 neutral · avg impact 4.1/10.
NEUTRALCLUSTER3/10
Two POWL insiders, including President & CEO Brett Cope, sold a combined $1.39M in open-market trans
Aug 18, 2026
BULLISHINST-CLUSTER6/10
35 institutional investors accumulated $22.3M in POWL during 2026-Q2, while only 2 sellers reduced $
Aug 9, 2026
MIXEDPRESS-RELEASE6/10
Powell Industries reported Q3 FY2026 EPS of $1.42 on revenue of $311.7M, missing consensus estimates
Aug 3, 2026
NEUTRALCLUSTER4/10
Three Powell Industries insiders sold a total of $10.17M in shares over a one-week window, with the
Jul 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: POWL — 0.7M shares, 31,389 trades
Week starting 2026-09-07. Total ATS volume: 665,748 shares across 31,389 trades.
Sep 2, 2026
ftd
FTD: POWL — 3,095 shares ($0.5M) failed to deliver
Settlement: 20260902, Price: $172.14, FTD Value: $532,773.3, POWELL INDUSTRIES INC
Aug 31, 2026
dark_pool
Dark Pool: POWL — 1.0M shares, 34,829 trades
Week starting 2026-08-31. Total ATS volume: 985,740 shares across 34,829 trades.
Aug 24, 2026
dark_pool
Dark Pool: POWL — 0.8M shares, 32,472 trades
Week starting 2026-08-24. Total ATS volume: 755,538 shares across 32,472 trades.
Aug 18, 2026
ftd
FTD: POWL — 19,960 shares ($4.4M) failed to deliver
Settlement: 20260818, Price: $218.73, FTD Value: $4,365,850.8, POWELL INDUSTRIES INC
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 | $1.56 | $1.46–$1.65 | 10.6% | +0.0% | 1↑ 2↓ | $0.3B | 5 |
| Next Q | $1.27 | $1.12–$1.40 | 11.8% | +0.0% | 3↑ 0↓ | $0.3B | 3 |
| Current FY | $5.37 | $5.27–$5.46 | 8.4% | +0.0% | 2↑ 2↓ | $1.2B | 5 |
| Next FY | $6.82 | $6.13–$7.34 | 27.0% | +0.0% | 3↑ 1↓ | $1.5B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.556 | — |
| 7d ago | $1.556 | — |
| 30d ago | $1.556 | — |
| 60d ago | $1.595 | -0.040 |
| 90d ago | $1.595 | -0.040 |
Institutional ownership
Which big funds own POWL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.4B total value (22,432,501 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FIRST. Net buying activity: 50 institutions added/increased vs 0 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 3,608,659 | $1.0B | 16.1% | DOUBLED +156.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,557,700 | $446.1M | 6.9% | DOUBLED +306.1% |
| FIRST TRUST ADVISORS LP | 1,426,981 | $408.6M | 6.4% | DOUBLED +176.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,282,082 | $367.1M | 5.7% | DOUBLED +201.9% |
| DIMENSIONAL FUND ADVISORS LP | 974,940 | $279.2M | 4.3% | DOUBLED +201.3% |
| STATE STREET CORP | 955,989 | $273.8M | 4.3% | DOUBLED +163.8% |
| Invesco Ltd. | 769,537 | $220.4M | 3.4% | — |
| MORGAN STANLEY | 768,106 | $220.0M | 3.4% | DOUBLED +182.4% |
| Fisher Asset Management, LLC | 731,619 | $209.5M | 3.3% | DOUBLED +184.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 668,799 | $191.6M | 3.0% | DOUBLED +175.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | DOUBLED | 1,406,073 | 3,608,659 | +156.6% | $1.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 383,599 | 1,557,700 | +306.1% | $446.1M |
| FIRST TRUST ADVISORS LP | DOUBLED | 516,551 | 1,426,981 | +176.3% | $408.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | DOUBLED | 424,609 | 1,282,082 | +201.9% | $367.1M |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 323,595 | 974,940 | +201.3% | $279.2M |
| STATE STREET CORP | DOUBLED | 362,437 | 955,989 | +163.8% | $273.8M |
| MORGAN STANLEY | DOUBLED | 271,996 | 768,106 | +182.4% | $220.0M |
| Fisher Asset Management, LLC | DOUBLED | 256,915 | 731,619 | +184.8% | $209.5M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | 242,857 | 668,799 | +175.4% | $191.6M |
| JANE STREET GROUP, LLC | DOUBLED | 154,401 | 562,655 | +264.4% | $161.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$19.3M — $0.00 bought, $19.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | McKertcher Terry B | Vice President, Operations | AWARD | 600 | $181.67 | $109.0K |
| Oct 1, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | AWARD | 2,000 | $181.67 | $363.3K |
| Oct 1, 2026 | Mauney William Marshall Jr | Vice President, R&D | AWARD | 525 | $181.67 | $95.4K |
| Oct 1, 2026 | HOGLUND PETER G | Vice Pres, Global Service | AWARD | 475 | $181.67 | $86.3K |
| Oct 1, 2026 | TUNINETTI DAVIDE | CHIEF HUMAN RESOURCE OFFICER | AWARD | 600 | $181.67 | $109.0K |
| Oct 1, 2026 | Birchall John | Managing Director | AWARD | 400 | $181.67 | $72.7K |
| Oct 1, 2026 | Eckenrode David L | Assistant Secretary/Treasurer | AWARD | 165 | $181.67 | $30.0K |
| Oct 1, 2026 | Ni Ping | Corp Controller | AWARD | 200 | $181.67 | $36.3K |
| Oct 1, 2026 | JOHNSON JAMES EDGAR JR | Vice President, Operations | AWARD | 625 | $181.67 | $113.5K |
| Sep 30, 2026 | McKertcher Terry B | Vice President, Operations | TAX W/H | 700 | $187.67 | $131.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for POWL.
Shares short
2,397,919
Settlement Sep 15, 2026
Change vs prior
+5.9%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All POWL filing & press-release reports (11)
- CLUSTER reportAug 18, 2026
- INST-CLUSTER reportAug 9, 2026
- PRESS-RELEASE reportAug 3, 2026
- CLUSTER reportJul 7, 2026
- COURT-RULING reportJul 2, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 5, 2026
- PRESS-RELEASE reportMay 4, 2026
- PRESS-RELEASE reportApr 21, 2026
- CLUSTER reportMar 23, 2026