Market Cap
$62.0B
APD
Air Products & Chemicals, Inc.
$277.57 ▲ +1.55%
Prev close $273.33Market cap$62.0B
ConsensusBuy
12-mo target$345.11 (+24.3%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)35 New Institutional Positions15 Institutional ExitsCongressional Activity (1) Materials & Mining
Snapshot
The big-picture read on APD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (67%)
Inst. Holders
50 funds
Inst. Value
$49.2B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $20.8M sell
Insider Net $
-$20.8M
Social Sentiment
20° Bearish
SEC Reports
4
Press Releases
1
Congressional
4 trades
Price chart 30d -8.8%
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 Insider
Ungerleider Howard I was granted 6.323 shares
Director @ $279.19 ($1.8K)
Sep 30, 2026 Insider
Stern Alfred was granted 99.111 shares
Director @ $279.19 ($27.7K)
Sep 30, 2026 Insider
REILLEY DENNIS H was granted 17.499 shares
Director @ $279.19 ($4.9K)
Sep 22, 2026 short_volume
Aug 19, 2026 SEC Short Volume: APD — 75.3% short (0.4M / 0.6M)
Short: 430,820 | Exempt: 103 | TRF Vol: 572,149 | Short Ratio: 75.3% | Off-exchange volume (dark poo
A large institutional cluster in APD during Q2 2026 shows $2.44B in net buying from 15 buyers (dominated by Norges Bank'
INST-CLUSTER — Impact 6/10
Air Products reported fiscal Q3 2026 GAAP results with a loss of $6.47 per share, driven by a $2.9B pre-tax impairment c
8-K — Impact 7/10
Jul 30, 2026 Congress
Jul 22, 2026 Press Rich McCormick sell
$1,001 - $15,000 — House
Air Products declared a quarterly dividend of $1.81 per share, payable November 9, 2026 to shareholders of record on Oct
Impact 2/10
Analyst ratings buy % +17.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
67% rate it Buy or better · 27 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Sep 9, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 31, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 17, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Jul 1, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| May 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 13 | 9 | 0 | 0 | 67% | |
| Aug 1, 2026 | 5 | 13 | 9 | 0 | 0 | 67% | |
| Jul 1, 2026 | 5 | 13 | 9 | 0 | 0 | 67% | |
| Jun 1, 2026 | 5 | 13 | 9 | 0 | 0 | 67% | |
| May 1, 2026 | 5 | 13 | 9 | 0 | 0 | 67% | |
| Apr 1, 2026 | 5 | 13 | 11 | 0 | 0 | 62% | |
| Mar 1, 2026 | 5 | 11 | 13 | 0 | 0 | 55% | |
| Feb 1, 2026 | 5 | 11 | 13 | 0 | 0 | 55% |
Price targets
Where 19 covering analysts think APD trades over the next 12 months.
$345.11 +24.3% upside Strong Buy
Current$277.57 Low$314.00 Median$351.00 High$373.00 19 analysts
$314.00$373.00
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
20°
Bearish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 1 bearish, 2 mixed, 0 neutral · avg impact 6.5/10.Plus 1 press releases.
MIXEDINST-CLUSTER6/10
A large institutional cluster in APD during Q2 2026 shows $2.44B in net buying from 15 buyers (domin
Aug 19, 2026
MIXED8-K7/10
Air Products reported fiscal Q3 2026 GAAP results with a loss of $6.47 per share, driven by a $2.9B
Jul 30, 2026
BULLISHCOURT-RULING6/10
Delaware Court of Chancery granted Air Products' motion to dismiss all seven counts in a contract di
Jul 6, 2026
BEARISH8-K7/10
Air Products announced it will exit its Louisiana Clean Energy Complex and Casa Grande green hydroge
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: APD — 75.3% short (0.4M / 0.6M)
Short: 430,820 | Exempt: 103 | TRF Vol: 572,149 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
other
Air Products to Showcase Industrial Gas Solutions at the 87th Conference on Glass Problems in Toledo, Ohio
Air Products Foundation to Contribute up to $15,000 to the Ceramic & Glass Industry Foundation LEHIGH VALLEY, Pa., Sept. 10, 2026 /PRNewswire/ -- Air
Sep 7, 2026
dark_pool
Dark Pool: APD — 1.0M shares, 48,473 trades
Week starting 2026-09-07. Total ATS volume: 1,024,531 shares across 48,473 trades.
Aug 31, 2026
dark_pool
Dark Pool: APD — 1.2M shares, 51,988 trades
Week starting 2026-08-31. Total ATS volume: 1,154,221 shares across 51,988 trades.
Aug 24, 2026
dark_pool
Dark Pool: APD — 1.4M shares, 48,349 trades
Week starting 2026-08-24. Total ATS volume: 1,355,776 shares across 48,349 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 | $3.59 | $3.20–$3.66 | 5.9% | -0.6% | 17↑ 0↓ | $3.3B | 19 |
| Next Q | $3.47 | $3.40–$3.53 | 10.0% | +0.2% | 6↑ 1↓ | $3.3B | 9 |
| Current FY | $13.45 | $13.40–$13.50 | 11.8% | +0.1% | 19↑ 0↓ | $12.8B | 22 |
| Next FY | $14.44 | $14.10–$14.75 | 7.3% | +0.0% | 17↑ 2↓ | $13.5B | 22 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.590 | — |
| 7d ago | $3.611 | -0.022 |
| 30d ago | $3.610 | -0.021 |
| 60d ago | $3.606 | -0.017 |
| 90d ago | $3.523 | +0.066 |
Institutional ownership
Which big funds own APD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $49.2B total value (166,492,809 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 18,316,711 | $5.4B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,540,399 | $4.3B | 8.7% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11,840,799 | $3.5B | 7.0% | — |
| Capital Research Global Investors | 10,602,157 | $3.1B | 6.3% | — |
| STATE STREET CORP | 10,270,853 | $3.0B | 6.1% | — |
| Capital International Investors | 9,567,173 | $2.8B | 5.7% | — |
| DODGE & COX | 9,393,493 | $2.8B | 5.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,848,570 | $2.6B | 5.3% | ADD +54.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,020,340 | $1.5B | 3.0% | — |
| JPMORGAN CHASE & CO | 5,253,985 | $1.4B | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 5,711,079 | 8,848,570 | +54.9% | $2.6B |
| NORGES BANK | NEW | — | 4,672,467 | — | $1.4B |
| MILLENNIUM MANAGEMENT LLC | ADD | 532,190 | 756,421 | +42.1% | $221.8M |
| MARSHALL WACE, LLP | ADD | 363,511 | 618,709 | +70.2% | $181.4M |
| STIFEL FINANCIAL CORP | TRIM | 1,644,429 | 470,407 | -71.4% | $137.9M |
| CITADEL ADVISORS LLC | TRIM | 1,016,233 | 463,285 | -54.4% | $135.8M |
| CITIGROUP INC | ADD | 273,727 | 436,153 | +59.3% | $127.9M |
| Holocene Advisors, LP | TRIM | 1,110,912 | 403,069 | -63.7% | $118.2M |
| Qube Research & Technologies Ltd | DOUBLED | 86,441 | 337,260 | +290.2% | $98.9M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 175,345 | 267,284 | +52.4% | $78.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 29 transactions. Net -$20.8M — $0.00 bought, $20.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Ungerleider Howard I | Director | AWARD | 6.323 | $279.19 | $1.8K |
| Sep 30, 2026 | Stern Alfred | Director | AWARD | 99.111 | $279.19 | $27.7K |
| Sep 30, 2026 | REILLEY DENNIS H | Director | AWARD | 17.499 | $279.19 | $4.9K |
| Sep 30, 2026 | Smith Wayne Thomas | Director | AWARD | 33.827 | $279.19 | $9.4K |
| Sep 30, 2026 | Patel Bhavesh V. | Director | AWARD | 138.12 | $279.19 | $38.6K |
| Sep 30, 2026 | Graziano Jessica | Director | AWARD | 170.004 | $279.19 | $47.5K |
| Sep 30, 2026 | Evans Andrew W | Director | AWARD | 8.09 | $279.19 | $2.3K |
| Sep 30, 2026 | CALAWAY TONIT M | Director | AWARD | 20.176 | $279.19 | $5.6K |
| Aug 18, 2026 | LEPORE MATTHEW | EVP & General Counsel | TAX W/H | 418 | $303.62 | $126.9K |
| Jun 30, 2026 | REILLEY DENNIS H | Director | AWARD | 17.885 | $271.35 | $4.9K |
Congressional trades
APD trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Air Products and Chemicals Inc | Aug 17, 2026(19d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | SELL | $15,001 - $50,000 | Air Products and Chemicals Inc | Jul 8, 2026(34d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Air Products and Chemicals Inc | May 13, 2026(31d) |
| Mar 5, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Air Products and Chemicals Inc | Apr 9, 2026(36d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APD.
Shares short
4,066,833
Settlement Sep 15, 2026
Change vs prior
+0.4%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All APD filing & press-release reports (5)
- INST-CLUSTER reportAug 19, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 22, 2026
- COURT-RULING reportJul 6, 2026
- 8-K reportJun 30, 2026