Q4 EPS Estimate for Illinois Tool Works Increased by Analyst

Illinois Tool Works Inc. (NYSE:ITW) – Equities research analysts at Zacks Research boosted their Q4 2025 earnings estimates for Illinois Tool Works in a research report issued on Wednesday, February 19th. Zacks Research analyst A. Bhattacharjee now anticipates that the industrial products company will post earnings per share of $2.63 for the quarter, up from their previous estimate of $2.62. The consensus estimate for Illinois Tool Works’ current full-year earnings is $10.39 per share. Zacks Research also issued estimates for Illinois Tool Works’ Q2 2026 earnings at $2.86 EPS, Q3 2026 earnings at $2.94 EPS and FY2026 earnings at $11.20 EPS.

Illinois Tool Works (NYSE:ITW) last issued its quarterly earnings data on Wednesday, February 5th. The industrial products company reported $2.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.50 by $0.04. Illinois Tool Works had a return on equity of 95.39% and a net margin of 21.94%.

A number of other research analysts have also recently commented on the company. Jefferies Financial Group upped their price target on Illinois Tool Works from $255.00 to $290.00 and gave the stock a “hold” rating in a research note on Friday, December 6th. Barclays decreased their target price on Illinois Tool Works from $265.00 to $262.00 and set an “equal weight” rating on the stock in a research note on Friday, February 7th. Deutsche Bank Aktiengesellschaft raised Illinois Tool Works from a “sell” rating to a “hold” rating and set a $257.00 target price for the company in a research report on Wednesday, February 19th. Citigroup reduced their price target on shares of Illinois Tool Works from $279.00 to $265.00 and set a “neutral” rating on the stock in a research report on Monday, January 13th. Finally, Robert W. Baird lifted their price objective on shares of Illinois Tool Works from $240.00 to $250.00 and gave the company a “neutral” rating in a report on Thursday, October 31st. Two equities research analysts have rated the stock with a sell rating, seven have issued a hold rating, two have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, Illinois Tool Works presently has an average rating of “Hold” and an average price target of $269.30.

Illinois Tool Works Stock Performance

Shares of ITW stock opened at $264.41 on Monday. The company has a debt-to-equity ratio of 1.90, a quick ratio of 0.99 and a current ratio of 1.36. The firm has a market cap of $77.60 billion, a P/E ratio of 22.56, a P/E/G ratio of 4.56 and a beta of 1.11. The firm’s 50 day moving average price is $256.84 and its 200-day moving average price is $258.91. Illinois Tool Works has a one year low of $232.77 and a one year high of $279.13.

Illinois Tool Works Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 10th. Shareholders of record on Monday, March 31st will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 2.27%. The ex-dividend date of this dividend is Monday, March 31st. Illinois Tool Works’s dividend payout ratio is presently 51.19%.

Insider Activity

In other news, Director Ernest Scott Santi sold 70,000 shares of the stock in a transaction dated Wednesday, February 19th. The stock was sold at an average price of $263.30, for a total value of $18,431,000.00. Following the transaction, the director now owns 260,224 shares in the company, valued at approximately $68,516,979.20. This represents a 21.20 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.26% of the company’s stock.

Hedge Funds Weigh In On Illinois Tool Works

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ITW. Heck Capital Advisors LLC acquired a new position in shares of Illinois Tool Works in the 4th quarter valued at $739,000. Integrated Advisors Network LLC lifted its position in Illinois Tool Works by 0.8% in the fourth quarter. Integrated Advisors Network LLC now owns 5,930 shares of the industrial products company’s stock valued at $1,504,000 after acquiring an additional 45 shares during the last quarter. Ameriflex Group Inc. acquired a new position in Illinois Tool Works in the fourth quarter valued at $26,000. Sunbeam Capital Management LLC purchased a new position in shares of Illinois Tool Works during the fourth quarter worth about $314,000. Finally, Ascent Group LLC increased its position in shares of Illinois Tool Works by 15.6% during the fourth quarter. Ascent Group LLC now owns 4,739 shares of the industrial products company’s stock worth $1,202,000 after purchasing an additional 640 shares in the last quarter. 79.77% of the stock is owned by institutional investors and hedge funds.

Illinois Tool Works Company Profile

Illinois Tool Works Inc manufactures and sells industrial products and equipment in the United States and internationally. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products.