Ingersoll Rand Ownership

IR Stock  USD 82.13  0.52  0.64%   
The majority of Ingersoll Rand outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Ingersoll Rand to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Ingersoll Rand. Please pay attention to any change in the institutional holdings of Ingersoll Rand as this could imply that something significant has changed or is about to change at the company. On May 19, 2024, Senator Sheldon Whitehouse of US Senate acquired under $15k worth of Ingersoll Rand's common stock.
 
Shares in Circulation  
First Issued
2000-03-31
Previous Quarter
406.9 M
Current Value
407.1 M
Avarage Shares Outstanding
300.2 M
Quarterly Volatility
93.9 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Ingersoll Rand. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
To learn how to invest in Ingersoll Stock, please use our How to Invest in Ingersoll Rand guide.

Ingersoll Stock Ownership Analysis

About 100.0% of the company shares are owned by institutional investors. The book value of Ingersoll Rand was currently reported as 25.27. The company has Price/Earnings To Growth (PEG) ratio of 1.18. Ingersoll Rand last dividend was issued on the 5th of March 2025. The entity had 1252:1000 split on the 2nd of December 2013. Ingersoll Rand Inc. provides various mission-critical air, fluid, energy, specialty vehicle and medical technologies in the United States, Europe, the Middle East, Africa, and the Asia Pacific. Ingersoll Rand Inc. was founded in 1859 and is headquartered in Davidson, North Carolina. Ingersoll Rand operates under Specialty Industrial Machinery classification in the United States and is traded on New York Stock Exchange. It employs 16000 people. To learn more about Ingersoll Rand call Vicente Reynal at 704 655 4000 or check out https://www.irco.com.
Besides selling stocks to institutional investors, Ingersoll Rand also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Ingersoll Rand's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Ingersoll Rand's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Ingersoll Rand Quarterly Liabilities And Stockholders Equity

18.01 Billion

Ingersoll Rand Insider Trades History

Less than 1% of Ingersoll Rand are currently held by insiders. Unlike Ingersoll Rand's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Ingersoll Rand's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Ingersoll Rand's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Ingersoll Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Ingersoll Rand is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Ingersoll Rand backward and forwards among themselves. Ingersoll Rand's institutional investor refers to the entity that pools money to purchase Ingersoll Rand's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Geode Capital Management, Llc2024-12-31
9.6 M
Fisher Asset Management, Llc2024-12-31
6.8 M
Bank Of New York Mellon Corp2024-12-31
5.4 M
Morgan Stanley - Brokerage Accounts2024-12-31
5.4 M
Hhg Plc2024-12-31
4.9 M
Norges Bank2024-12-31
4.7 M
Ubs Asset Mgmt Americas Inc2024-12-31
4.2 M
Northern Trust Corp2024-12-31
M
Wellington Management Company Llp2024-12-31
M
Vanguard Group Inc2024-12-31
45.7 M
Capital Research & Mgmt Co - Division 32024-12-31
36.7 M
Note, although Ingersoll Rand's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Ingersoll Rand Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Ingersoll Rand insiders, such as employees or executives, is commonly permitted as long as it does not rely on Ingersoll Rand's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Ingersoll Rand insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Ingersoll Rand's latest congressional trading

Congressional trading in companies like Ingersoll Rand, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Ingersoll Rand by those in governmental positions are based on the same information available to the general public.
2024-05-19Senator Sheldon WhitehouseAcquired Under $15KVerify
2020-03-13Senator Jacklyn RosenAcquired Under $15KVerify

Ingersoll Rand Outstanding Bonds

Ingersoll Rand issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Ingersoll Rand uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Ingersoll bonds can be classified according to their maturity, which is the date when Ingersoll Rand has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Ingersoll Rand Corporate Filings

F4
28th of February 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10K
19th of February 2025
Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance
ViewVerify
13th of February 2025
Other Reports
ViewVerify
13A
14th of November 2024
An amended filing to the original Schedule 13G
ViewVerify

Pair Trading with Ingersoll Rand

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Ingersoll Rand position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Ingersoll Rand will appreciate offsetting losses from the drop in the long position's value.

Moving together with Ingersoll Stock

  0.85BW Babcock Wilcox EnterPairCorr
  0.64HI HillenbrandPairCorr
The ability to find closely correlated positions to Ingersoll Rand could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Ingersoll Rand when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Ingersoll Rand - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Ingersoll Rand to buy it.
The correlation of Ingersoll Rand is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Ingersoll Rand moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ingersoll Rand moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Ingersoll Rand can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Additional Tools for Ingersoll Stock Analysis

When running Ingersoll Rand's price analysis, check to measure Ingersoll Rand's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Ingersoll Rand is operating at the current time. Most of Ingersoll Rand's value examination focuses on studying past and present price action to predict the probability of Ingersoll Rand's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Ingersoll Rand's price. Additionally, you may evaluate how the addition of Ingersoll Rand to your portfolios can decrease your overall portfolio volatility.