NYSE· General Industrial Machinery & Equipment· Inc. DE· CIK 0000049826

ITW

ILLINOIS TOOL WORKS INC

$263.11 ▲ +0.87%

Prev close $260.84

Market cap$73.3B

ConsensusStrong Sell

12-mo target$300.64 (+14.3%)

▼ Bearish

Analyst conviction 1/10

Insider Selling Cluster (3 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional ExitsCongressional Activity (3) Industrials & Manufacturing

Snapshot

The big-picture read on ITW right now — valuation, ownership and activity at a glance.

Market Cap

$73.3B

Cap Size

Large Cap

Analyst Consensus

Sell (8%)

Inst. Holders

50 funds

Inst. Value

$46.8B

Inst. Activity

29 buys / 21 sells

Insider Activity

$199.9K buy / $12.0M sell

Insider Net $

-$11.8M

Social Sentiment

50° Neutral

SEC Reports

Press Releases

Congressional

4 trades

Price chart 30d -2.2%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: ITW — 61.2% short (0.4M / 0.6M)

Short: 357,098 | Exempt: 94 | TRF Vol: 583,029 | Short Ratio: 61.2% | Off-exchange volume (dark pool

Aug 22, 2026 SEC

Director Ernest Scott Santi executed a large derivative exercise and sold a significant portion of the resulting shares,

CLUSTER — Impact 3/10

Aug 19, 2026 Insider

SANTI ERNEST SCOTT sold 8,928 shares

Director @ $288.22 ($2.6M)

Aug 19, 2026 Insider

SANTI ERNEST SCOTT acquired via exercise 41,431 shares

Director @ $187.86 ($7.8M)

Aug 19, 2026 Insider

SANTI ERNEST SCOTT sold 8,142 shares

Director @ $287.35 ($2.3M)

Aug 11, 2026 SEC

Illinois Tool Works filed a preliminary prospectus supplement for a debt offering of an undisclosed aggregate principal

424B5 — Impact 3/10

Aug 10, 2026 Congress

Ro Khanna buy

$1,001 - $15,000 — House

Aug 7, 2026 Press

Illinois Tool Works Inc. announced a 7% increase in its regular annual cash dividend from $6.44 to $6.88 per share, effe

Impact 3/10

Analyst ratings buy % +0.0%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Strong Sell 8% rate it Buy or better · 24 analysts

Strong Buy 1 4% Buy 1 4% Hold 13 54% Sell 7 29% Strong Sell 2 8%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Aug 11, 2026	Evercore ISI Group	MAINTAIN	Underperform	59%
Jul 29, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 29, 2026	Baird	MAINTAIN	Neutral	54%
Jul 13, 2026	JP Morgan	MAINTAIN	Overweight	55%
Jul 2, 2026	Truist Securities	MAINTAIN	Hold	55%
May 4, 2026	Wells Fargo	MAINTAIN	Underweight	54%
May 4, 2026	Citigroup	MAINTAIN	Neutral	55%
May 1, 2026	JP Morgan	MAINTAIN	Overweight	55%
Apr 10, 2026	JP Morgan	MAINTAIN	Overweight	55%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Str. Sell	Buy %
Sep 1, 2026	1	1	13	7	2	8%
Aug 1, 2026	1	1	13	7	2	8%
Jul 1, 2026	1	1	13	7	2	8%
Jun 1, 2026	1	1	13	9	2	8%
May 1, 2026	1	1	13	9	2	8%
Apr 1, 2026	1	1	13	9	2	8%
Mar 1, 2026	1	1	13	9	2	8%
Feb 1, 2026	1	1	13	9	2	8%

Price targets

Where 14 covering analysts think ITW trades over the next 12 months.

$300.64 +14.3% upside Buy

Current$263.12 Low$249.00 Median$302.50 High$350.00 14 analysts

$249.00$350.00

Analyst rating Hold· 3.2/5 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

2 mentions 0 bullish 0 bearish 2 neutral

Recent posts

stocks Neutral 3mo ago

Is ITW a good stock?

▲ 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, 0 bearish, 0 mixed, 6 neutral · avg impact 4.0/10.Plus 2 press releases.

NEUTRALCLUSTER3/10

Director Ernest Scott Santi executed a large derivative exercise and sold a significant portion of t

Aug 22, 2026

NEUTRAL424B53/10

Illinois Tool Works filed a preliminary prospectus supplement for a debt offering of an undisclosed

Aug 11, 2026

BULLISHPRESS-RELEASE6/10

Illinois Tool Works reported Q2 2026 GAAP EPS of $2.84, beating the consensus estimate of $2.80 by 1

Jul 28, 2026

NEUTRALS-3ASR2/10

Illinois Tool Works filed an automatic shelf registration statement (S-3ASR) to register an indeterm

Jul 9, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: ITW — 61.2% short (0.4M / 0.6M)

Short: 357,098 | Exempt: 94 | TRF Vol: 583,029 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: ITW — 73.4% short (0.8M / 1.0M)

Short: 767,773 | Exempt: 70 | TRF Vol: 1,045,801 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: ITW — 56.0% short (0.7M / 1.3M)

Short: 740,455 | Exempt: 2,428 | TRF Vol: 1,321,345 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)

Sep 10, 2026

short_volume

Short Volume: ITW — 64.6% short (0.4M / 0.7M)

Short: 448,915 | Exempt: 1,081 | TRF Vol: 695,202 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)

Sep 7, 2026

dark_pool

Dark Pool: ITW — 1.4M shares, 55,947 trades

Week starting 2026-09-07. Total ATS volume: 1,427,426 shares across 55,947 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	$2.97	$2.90–$3.07	5.9%	-0.0%	11↑ 0↓	$4.3B	11
Next Q	$2.98	$2.87–$3.13	9.6%	+0.0%	8↑ 3↓	$4.3B	11
Current FY	$11.46	$11.29–$11.60	9.2%	+0.1%	10↑ 2↓	$16.8B	13
Next FY	$12.40	$11.89–$13.01	8.2%	+0.0%	11↑ 1↓	$17.5B	13

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$2.974	—
7d ago	$2.975	-0.001
30d ago	$2.975	-0.001
60d ago	$2.954	+0.020
90d ago	$2.929	+0.045

Institutional ownership

Which big funds own ITW (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $46.8B total value (173,054,423 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	23,279,289	$6.3B	13.5%	—
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	21,029,900	$5.7B	12.2%	—
VANGUARD CAPITAL MANAGEMENT LLC	17,483,266	$4.7B	10.1%	—
STATE STREET CORP	12,788,570	$3.5B	7.4%	—
NORTHERN TRUST CORP	11,061,411	$3.0B	6.4%	—
GEODE CAPITAL MANAGEMENT, LLC	7,084,318	$1.9B	4.1%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	6,943,927	$1.9B	4.0%	—
MORGAN STANLEY	4,899,971	$1.3B	2.8%	—
Capital Research Global Investors	4,879,245	$1.3B	2.8%	—
WELLS FARGO & COMPANY/MN	4,367,704	$1.2B	2.5%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
AMERIPRISE FINANCIAL INC	ADD	2,545,547	3,606,085	+41.7%	$975.5M
NORGES BANK	NEW	—	3,220,679	—	$871.1M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	TRIM	2,735,345	1,716,631	-37.2%	$464.3M
ROYAL BANK OF CANADA	ADD	772,673	1,133,621	+46.7%	$306.6M
BNP PARIBAS FINANCIAL MARKETS	ADD	437,239	714,893	+63.5%	$193.4M
Corient Private Wealth LP	DOUBLED	246,559	517,411	+109.9%	$139.9M
Quantinno Capital Management LP	ADD	277,069	466,292	+68.3%	$126.1M
HighTower Advisors, LLC	DOUBLED	155,140	419,452	+170.4%	$113.4M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	TRIM	559,652	383,412	-31.5%	$103.7M
RENAISSANCE TECHNOLOGIES LLC	TRIM	659,840	381,160	-42.2%	$103.1M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

25 insiders, 50 transactions. Net -$11.8M — $199.9K bought, $12.0M sold.

Date	Insider	Title	Type	Shares	Price	Value
Aug 19, 2026	SANTI ERNEST SCOTT	Director	SELL	8,928	$288.22	$2.6M
Aug 19, 2026	SANTI ERNEST SCOTT	Director	EXERCISE	41,431	$187.86	$7.8M
Aug 19, 2026	SANTI ERNEST SCOTT	Director	SELL	8,142	$287.35	$2.3M
Aug 19, 2026	SANTI ERNEST SCOTT	Director	SELL	22,471	$286.37	$6.4M
Aug 19, 2026	SANTI ERNEST SCOTT	Director	SELL	1,890	$289.19	$546.6K
Aug 13, 2026	Pigozzo Matteo C.	VP & Chief Accounting Officer	SELL	277	$289.22	$80.1K
Aug 7, 2026	CROWN SUSAN	Director	AWARD	58	$296.66	$17.2K
Aug 7, 2026	SANTI ERNEST SCOTT	Director	AWARD	117.98	$296.66	$35.0K
Aug 7, 2026	SMITH DAVID BYRON JR	Director	AWARD	130	$296.66	$38.6K
Aug 7, 2026	Scanlon Jennifer F.	Director	AWARD	117.98	$296.66	$35.0K

Congressional trades

ITW trades disclosed by members of Congress, with disclosure delay.

3 members · 1 buys / 3 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Aug 10, 2026	Ro Khanna	D	HOUSE	BUY	$1,001 - $15,000	Illinois Tool Works Inc	Sep 7, 2026(29d)
Jul 30, 2026	Rich McCormick	R	HOUSE	SELL	$1,001 - $15,000	Illinois Tool Works Inc	Aug 17, 2026(19d)
Jul 7, 2026	Ro Khanna	D	HOUSE	SELL	$1,001 - $15,000	Illinois Tool Works Inc	Aug 12, 2026(37d)
Feb 24, 2026	Shelley Moore Capito	R	SENATE	SELL	$1,001 - $15,000	Illinois Tool Works Inc	Mar 4, 2026(9d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ITW.

Shares short

8,757,539

Settlement Sep 15, 2026

Change vs prior

-0.0%

Semi-monthly cycle

Days to cover

7.2

At avg daily volume

Of shares outstanding

≈3.1%

Estimate — not % of float

All ITW filing & press-release reports (11)

CLUSTER reportAug 22, 2026
424B5 reportAug 11, 2026
PRESS-RELEASE reportAug 7, 2026
PRESS-RELEASE reportJul 28, 2026
S-3ASR reportJul 9, 2026
PRESS-RELEASE reportJul 8, 2026
PRESS-RELEASE reportMay 8, 2026
8-K reportApr 30, 2026
PRESS-RELEASE reportApr 30, 2026
PRESS-RELEASE reportApr 10, 2026
DEFA14A reportMar 27, 2026