POWL
POWELL INDUSTRIES INC
$294.75
+1.46%
$10.7B
No data for this timeframe.
Vol
Market Cap$10.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$3.6B
Inst. Activity26 buys / 12 sells
Insider Activity0B / 17S
Insider Net $-$42.3M
Reddit Sentiment50° Neutral
SEC Reports5
Recent Activity
May 28, 2026
Insider
Singh Mohit sold 1,350 shares
Director @ $293.21 ($395.8K)
May 15, 2026
SEC
Two POWL insiders sold a combined $1.6M in open-market transactions over 7 days following a strong earnings report. The
CLUSTER — Impact 2/10
May 14, 2026
Insider
Williams Richard E sold 4,370 shares
Director @ $298.88 ($1.3M)
May 14, 2026
Insider
COPE BRETT ALAN sold 4,440 shares
President & CEO @ $301.00 ($1.3M)
May 6, 2026
short_volume
Short Volume: POWL — 55.9% short (0.3M / 0.5M)
Short: 279,995 | Exempt: 25 | TRF Vol: 500,993 | Short Ratio: 55.9% | Off-exchange volume (dark pool
May 5, 2026
SEC
Powell Industries declared a routine quarterly cash dividend of $0.09 per share, payable June 17, 2026. This is a standa
8-K — Impact 2/10
May 4, 2026
SEC
Powell Industries reported Q2 Fiscal 2026 EPS of $1.25, missing the $1.34 consensus by 6.7%, while revenue of $296.6M wa
PRESS-RELEASE — Impact 5/10
Inst.
MORGAN STANLEY — ADD
271,996 shares ($147.2M)
Price Targets
$316.25
+7.3% upside
Buy
Current $294.75
Low $252.00
Median $326.50
High $360.00
4 analysts
$252.00
$360.00
Analyst Ratings
2Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 27, 2026 | JP Morgan | INITIATE | Overweight |
| Mar 5, 2026 | GLJ Research | INITIATE | Hold |
| Feb 5, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.47 ▲ +2.7% | $1.40 — $1.56 | 11% YoY | 5 |
| Next Q | $1.60 ▲ +0.9% | $1.50 — $1.78 | 13% YoY | 5 |
| Current FY | $5.45 | $5.28 — $5.67 | 10% YoY | 5 |
| Next FY | $6.66 ▲ +9.7% | $6.00 — $7.59 | 22% YoY | 4 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two POWL insiders sold a combined $1.6M in open-market transactions over 7 days following a strong earnings report. The
May 15, 2026
NEUTRAL
8-K
2/10
Powell Industries declared a routine quarterly cash dividend of $0.09 per share, payable June 17, 2026. This is a standa
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $760.8M | — |
| FIRST TRUST ADVISORS LP | $279.5M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $229.7M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $207.6M | — |
| STATE STREET CORP | $196.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Singh Mohit | SELL | $395.8K |
| May 14, 2026 | Williams Richard | SELL | $1.3M |
| May 14, 2026 | COPE BRETT | SELL | $1.3M |
| May 11, 2026 | Mauney William | SELL | $298.4K |
| Apr 9, 2026 | COPE BRETT | SELL | $1.0M |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $3.6B total value (6,580,124 shares) as of 2026-Q1. Top holders: BlackRock,, FIRST, VANGUARD. Net buying activity: 26 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,406,073 | $760.8M | 21.4% | — |
| 2 | FIRST TRUST ADVISORS LP | 516,551 | $279.5M | 7.9% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 424,609 | $229.7M | 6.5% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 383,599 | $207.6M | 5.8% | — |
| 5 | STATE STREET CORP | 362,437 | $196.1M | 5.5% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 323,595 | $175.1M | 4.9% | — |
| 7 | MORGAN STANLEY | 271,996 | $147.2M | 4.1% | ADD +41.1% |
| 8 | Invesco Ltd. | 241,808 | $130.8M | 3.7% | TRIM -38.2% |
| 9 | JANUS HENDERSON GROUP PLC | 224,966 | $121.6M | 3.4% | ADD +55.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 200,600 | $108.5M | 3.0% | — |
| 11 | FEDERATED HERMES, INC. | 156,752 | $84.8M | 2.4% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 137,000 | $74.1M | 2.1% | — |
| 13 | GOLDMAN SACHS GROUP INC | 126,455 | $68.4M | 1.9% | — |
| 14 | Rockefeller Capital Management L.P. | 99,917 | $54.1M | 1.5% | — |
| 15 | Capital World Investors | 95,847 | $51.9M | 1.5% | ADD +47.6% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 93,752 | $50.7M | 1.4% | — |
| 17 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 93,640 | $50.7M | 1.4% | — |
| 18 | CITADEL ADVISORS LLC | 93,000 | $50.3M | 1.4% | — |
| 19 | BANK OF AMERICA CORP /DE/ | 90,797 | $49.1M | 1.4% | DOUBLED +324.5% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 88,227 | $47.7M | 1.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 192,719 | 271,996 | +41.1% | $147.2M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 145,034 | 224,966 | +55.1% | $121.6M | 2026-Q1 |
| Capital World Investors | ADD | 64,947 | 95,847 | +47.6% | $51.9M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 21,390 | 90,797 | +324.5% | $49.1M | 2026-Q1 |
| TCW GROUP INC | ADD | 32,978 | 65,364 | +98.2% | $35.4M | 2026-Q1 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 26,912 | 50,358 | +87.1% | $27.2M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | TRIM | 61,826 | 41,220 | -33.3% | $22.3M | 2026-Q1 |
| LOOMIS SAYLES & CO L P | TRIM | 50,411 | 35,851 | -28.9% | $19.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 10,534 | 34,694 | +229.4% | $18.8M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | NEW | — | 25,594 | — | $13.8M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 37,294 | 24,337 | -34.7% | $13.2M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 7,677 | 16,199 | +111.0% | $8.8M | 2026-Q1 |
| Mariner, LLC | TRIM | 11,522 | 8,530 | -26.0% | $4.6M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 69 | 7,286 | +10459.4% | $3.9M | 2026-Q1 |
| Vident Advisory, LLC | DOUBLED | 2,339 | 6,934 | +196.5% | $3.8M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 12,526 | 5,534 | -55.8% | $3.0M | 2026-Q1 |
| Orion Porfolio Solutions, LLC | TRIM | 6,200 | 4,501 | -27.4% | $2.4M | 2026-Q1 |
| State of Tennessee, Department of Treasury | ADD | 2,918 | 3,835 | +31.4% | $2.1M | 2026-Q1 |
| Hudson Bay Capital Management LP | TRIM | 6,081 | 3,611 | -40.6% | $2.0M | 2026-Q1 |
| ALPS ADVISORS INC | DOUBLED | 1,599 | 3,605 | +125.5% | $2.0M | 2026-Q1 |
| STRS OHIO | ADD | 2,000 | 2,600 | +30.0% | $1.4M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 1,230 | 2,517 | +104.6% | $1.4M | 2026-Q1 |
| CREDIT AGRICOLE S A | ADD | 3,828 | 7,328 | +91.4% | $1.3M | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 1,582 | 2,118 | +33.9% | $1.1M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | TRIM | 4,053 | 2,039 | -49.7% | $1.1M | 2026-Q1 |
12 unique insiders with 21 transactions. Net insider value: -$42.3M ($0.00 bought, $42.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Singh Mohit | Director | SELL | 1,350 | $293.21 | $395.8K |
| May 14, 2026 | Williams Richard E | Director | SELL | 4,370 | $298.88 | $1.3M |
| May 14, 2026 | COPE BRETT ALAN | President & CEO | SELL | 4,440 | $301.00 | $1.3M |
| May 11, 2026 | Mauney William Marshall Jr | Vice President, R&D | SELL | 927 | $321.86 | $298.4K |
| Apr 9, 2026 | COPE BRETT ALAN | President & CEO | SELL | 4,440 | $233.96 | $1.0M |
| Mar 31, 2026 | METCALF MICHAEL WILLIAM | Exec Vice President | SELL | 40 | $510.16 | $20.4K |
| Mar 19, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 49,778 | $502.23 | $25.0M |
| Mar 12, 2026 | COPE BRETT ALAN | President & CEO | SELL | 1,480 | $504.80 | $747.1K |
| Mar 11, 2026 | POWELL THOMAS W | 10%+ Owner | GIFT | 2,000 | — | — |
| Feb 25, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 318 | $560.37 | $178.2K |
| Feb 24, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 400 | $560.30 | $224.1K |
| Feb 18, 2026 | Smith Mark W. | Director | AWARD | 200 | $0.0100 | $2.00 |
| Feb 18, 2026 | Williams Richard E | Director | AWARD | 200 | $0.0100 | $2.00 |
| Feb 13, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 120 | $600.06 | $72.0K |
| Feb 12, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 8,511 | $600.56 | $5.1M |
| Feb 11, 2026 | Ni Ping | Corp Controller | SELL | 70 | $590.00 | $41.3K |
| Feb 11, 2026 | POWELL THOMAS W | 10%+ Owner | SELL | 7,976 | $592.27 | $4.7M |
| Feb 10, 2026 | Eckenrode David L | Assistant Secretary/Treasurer | SELL | 295 | $570.00 | $168.2K |
| Feb 9, 2026 | Birchall John | Managing Director | SELL | 2,400 | $582.50 | $1.4M |
| Feb 6, 2026 | McKertcher Terry B | Vice President, Operations | SELL | 500 | $550.00 | $275.0K |
| Feb 3, 2026 | TUNINETTI DAVIDE | CHIEF HUMAN RESOURCE OFFICER | TAX W/H | 110 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 3 neutral. Avg impact: 4.0/10.
NEUTRAL
CLUSTER
2/10
Two POWL insiders sold a combined $1.6M in open-market transactions over 7 days following a strong e
May 15, 2026
NEUTRAL
8-K
2/10
Powell Industries declared a routine quarterly cash dividend of $0.09 per share, payable June 17, 20
May 5, 2026
MIXED
PRESS-RELEASE
5/10
Powell Industries reported Q2 Fiscal 2026 EPS of $1.25, missing the $1.34 consensus by 6.7%, while r
May 4, 2026
NEUTRAL
PRESS-RELEASE
3/10
Powell Industries announced it will release Q2 FY2026 results on May 4, 2026, followed by a conferen
Apr 21, 2026
BEARISH
CLUSTER
8/10
Powell Industries CEO Thomas W. Powell sold nearly 50,000 shares in an open-market transaction value
Mar 23, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 12 analysts: 2 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$316.25 mean target
+7.3% upside
Buy (3.00)
$252.00 Low
$360.00 High
| Metric | Value |
|---|---|
| Current Price | $294.75 |
| Target Low | $252.00 |
| Target Mean | $316.25 |
| Target Median | $326.50 |
| Target High | $360.00 |
| # Analysts | 4 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.47 | $1.40 | $1.56 | 11.3% | +2.7% | 4↑ 0↓ | $0.3B | 10.7% | 5 |
| Next Q 2026-09-30 |
$1.60 | $1.50 | $1.78 | 13.4% | +0.9% | 3↑ 1↓ | $0.3B | 11.3% | 5 |
| Current FY 2026-09-30 |
$5.45 | $5.28 | $5.67 | 10.0% | -0.3% | 1↑ 3↓ | $1.2B | 8.4% | 5 |
| Next FY 2027-09-30 |
$6.66 | $6.00 | $7.59 | 22.1% | +9.7% | 2↑ 1↓ | $1.4B | 19.2% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.470 | |
| 7d ago | $1.464 | +0.006 |
| 30d ago | $1.431 | +0.039 |
| 60d ago | $1.432 | +0.038 |
| 90d ago | $1.432 | +0.038 |
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 27, 2026 | JP Morgan | INITIATE | — | Overweight |
| Mar 5, 2026 | GLJ Research | INITIATE | — | Hold |
| Feb 5, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 23, 2026 | Cantor Fitzgerald | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
May 6, 2026
short_volume
Short Volume: POWL — 55.9% short (0.3M / 0.5M)
Short: 279,995 | Exempt: 25 | TRF Vol: 500,993 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_interest
FTD: POWL — 3,736 shares ($1.0M) failed to deliver
Settlement: 20260505, Price: $269.95, FTD Value: $1,008,533.2, POWELL INDUSTRIES INC
May 4, 2026
earnings
Powell Industries Announces Second Quarter Fiscal 2026 Results
<p align="justify">HOUSTON, May 04, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL) (“Powell” or the “Company”), a leading supplier
May 4, 2026
short_volume
Short Volume: POWL — 62.9% short (0.3M / 0.5M)
Short: 330,795 | Exempt: 1,165 | TRF Vol: 525,612 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
POWL Q2 2026 Earnings Scheduled — 2026-05-04
Apr 21, 2026
short_interest
FTD: POWL — 5,413 shares ($1.3M) failed to deliver
Settlement: 20260421, Price: $241.65, FTD Value: $1,308,051.45, POWELL INDUSTRIES INC
Apr 20, 2026
earnings
Powell Industries Announces Date and Conference Call for Fiscal 2026 Second Quarter Results
<p>HOUSTON, April 20, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom engineered solutions for the ma
Apr 20, 2026
short_interest
FTD: POWL — 2,496 shares ($0.6M) failed to deliver
Settlement: 20260420, Price: $241.01, FTD Value: $601,560.96, POWELL INDUSTRIES INC
Apr 13, 2026
short_interest
FTD: POWL — 70,416 shares ($16.3M) failed to deliver
Settlement: 20260413, Price: $230.94, FTD Value: $16,261,871.04, POWELL INDUSTRIES INC
Apr 8, 2026
short_interest
FTD: POWL — 43,050 shares ($8.7M) failed to deliver
Settlement: 20260408, Price: $201.70, FTD Value: $8,683,185, POWELL INDUSTRIES INC
Mar 11, 2026
short_interest
FTD: POWL — 3,489 shares ($1.8M) failed to deliver
Settlement: 20260311, Price: $529.54, FTD Value: $1,847,565.06, POWELL INDUSTRIES INC
Mar 6, 2026
other
Powell Industries Announces Three-For-One Stock Split
<p>HOUSTON, March 06, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL) announced today that its Board of Directors has approved a thr
Feb 23, 2026
short_interest
FTD: POWL — 1,700 shares ($0.9M) failed to deliver
Settlement: 20260223, Price: $546.82, FTD Value: $929,594, POWELL INDUSTRIES INC
Feb 12, 2026
short_interest
FTD: POWL — 14,009 shares ($8.3M) failed to deliver
Settlement: 20260212, Price: $592.35, FTD Value: $8,298,231.15, POWELL INDUSTRIES INC