Stifel Maintains Hold on Ingersoll Rand, Raises PT to $79 from $78.

Stifel Maintains Hold on Ingersoll Rand, Raises PT to $79 from $78.

Stifel Nicolaus has maintained its hold rating on Ingersoll Rand Inc. (NYSE:IR) but has raised its price target (PT) from $78.00 to $79.00, according to a recent research report dated October 4, 2025. The update reflects a slight upward adjustment in the analyst's assessment of the company's stock performance and future prospects.

In its report, Stifel Nicolaus acknowledged Ingersoll Rand's strong quarterly performance, which exceeded analysts' expectations. The company reported a quarterly revenue of $1.89 billion, a 4.6% year-over-year increase, and a net margin of 7.10%. Despite these positive figures, the analyst noted ongoing concerns about profitability and margin pressure, which continue to influence market sentiment; this concern mirrors broader commentary, as noted in a Simply Wall St analysis.

Stifel Nicolaus also highlighted Ingersoll Rand's capital allocation strategy, particularly its focus on bolt-on acquisitions to drive growth and operational leverage. The company's ongoing M&A efforts aim to secure new sources of revenue and expand its market presence. However, the analyst cautioned that sustained profitability improvement remains a critical near-term catalyst for investor sentiment and valuation.

The latest guidance from Ingersoll Rand anticipates $8.8 billion in revenue and $1.4 billion in earnings by 2028, based on an annual revenue growth rate of 6.1% and an increase in earnings of approximately $877 million from current earnings of $522.6 million. This projection supports the company's narrative around innovation and recurring revenue streams, but the analyst emphasized that investor concerns over organic growth and market maturity in key segments persist.

In summary, while Stifel Nicolaus has raised its PT on Ingersoll Rand, the analyst's hold rating reflects a cautious stance on the company's stock. The upward adjustment in the price target acknowledges recent performance improvements but remains mindful of ongoing challenges related to profitability and organic growth. Separately, a MarketBeat filing reported Callan Family Office LLC's $493,000 investment in Ingersoll Rand.