Air Products and Chemicals Inc logo

Air Products and Chemicals Inc

NEW
NYSE:APD (USA)   Ordinary Shares
$ 291.43 -2.22 (-0.76%) 12:08 AM EST
At Loss
P/B:
4.67
Market Cap:
$ 64.90B
Enterprise V:
$ 84.79B
Volume:
876.65K
Avg Vol (2M):
1.01M
Trade In:
Volume:
876.65K
At Loss
Avg Vol (2M):
1.01M

APD Number of Guru Trades

To

APD Volume of Guru Trades

To

Gurus Latest Trades with NYSE:APD

No Available Data

NYSE:APD is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
Dodge & Cox
2026-06-30
9,393,493
4.220
1.44%
Add 1.75%
Barrow, Hanley, Mewhinney & Strauss
2026-06-30
2,044,182
0.920
1.82%
Reduce -6.76%
Tom Gayner
2026-06-30
88,500
0.040
0.20%
Add 17.22%
Mario Gabelli
2026-03-31
3,876
0.000
0.01%
Reduce -0.49%
Joel Greenblatt
2026-06-30
2,219
0.000
0%
Add 0.86%
Ken Fisher
2026-06-30
1,264
0.000
0%
Reduce -6.51%
First Eagle Investment
2026-06-30
90
0.000
0%
Add 429.41%
Total 7

Air Products and Chemicals Inc Insider Transactions

No Available Data

Guru Commentaries on NYSE:APD

2025 Q2
What the manager wrote

Air Products and Chemicals, Inc. (APD) was a bottom contributor this quarter as the new leadership addressed past mismanagement in clean energy projects, impacting investor sentiment. The business is now on a path towards de-risking and returning to a higher structural level of profitability. We were encouraged to hear that free cash flow losses are expected to end after this year, and a sharper capital allocation policy is being implemented. The strength and stability of the core industrial gas business remain unchanged.

2025 Q1
What the manager wrote

Air Products and Chemicals is a leading global supplier of industrial gases, benefiting from a strong competitive position in an oligopoly with high barriers to entry. The company generates stable cash flows through long-term contracts, particularly in onsite delivery, which accounts for roughly 50% of its revenue. Recent leadership changes have refocused the company on its core strengths, enhancing strategic focus. We believe the current investment period, while capital-intensive, will yield attractive returns as projects are completed, allowing us to purchase shares at a discount to intrinsic value.

News about NYSE:APD

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