FPS

Forgent Power Solutions, Inc.

NYSE · Electrical Industrial Apparatus · Inc. DE · CIK 0002080126
$59.03 +1.41% $18.0B
High Impact Filing (8/10)30 New Institutional Positions
Vol
Market Cap$18.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$2.2B
Inst. Activity30 buys / 0 sells
Insider Activity0B / 9S
Insider Net $-$649.8M
Reddit Sentiment75° Bullish
SEC Reports5
Exchange NYSE·Sector Electrical Industrial Apparatus·Inc. DE·CIK 0002080126·Prev Close $58.21

Recent Activity

Jun 1, 2026 SEC
Forgent Power Solutions priced a $1.987 billion follow-on offering of 42,280,000 Class A shares at $47.00 per share (a ~
424B4 — Impact 6/10
Jun 1, 2026 Insider
Neos Partners, LP sold 48,622,000 shares
Director
Jun 1, 2026 Insider
Neos Partners, LP was granted 15,852,319 shares
Director
Jun 1, 2026 Insider
Neos Partners, LP disposed of 15,852,319 shares
Director
May 29, 2026 SEC
The SEC declared effective a registration statement (File No. 333-296245) for Forgent Power Solutions, Inc. (FPS) on May
EFFECT — Impact 6/10
May 26, 2026 SEC
Forgent Power Solutions files an S-1 for a follow-on offering of 35 million Class A shares (11.3 million primary, 23.7 m
S-1 — Impact 6/10
Inst.
FMR LLC — NEW
8,546,834 shares ($250.2M)
Inst.
JANUS HENDERSON GROUP PLC — NEW
7,769,612 shares ($227.4M)

Price Targets

$58.30 -1.2% upside Hold
Current $59.03 Low $51.00 Median $58.00 High $68.00 10 analysts
$51.00 $68.00

Analyst Ratings

Strong Buy86% buy · 14 analysts
5Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 15, 2026 Goldman Sachs MAINTAIN Buy → Buy
May 15, 2026 Barclays MAINTAIN Overweight → Overweight
May 15, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 15, 2026 Keybanc MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.24 ▲ +7.3% $0.16 — $0.26 9
Next Q $0.26 ▲ +26.4% $0.25 — $0.29 5
Current FY $0.67 ▲ +6.4% $0.55 — $0.75 10
Next FY $1.20 ▲ +17.2% $1.09 — $1.28 79% YoY 9

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
FMR LLC$250.2MNEW
JANUS HENDERSON GROUP PLC$227.4MNEW
Invesco Ltd.$180.4MNEW
BlackRock, Inc.$149.5MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Neos Partners,SELL$0.00
Jun 1, 2026Neos Partners,A$0.00
Jun 1, 2026Neos Partners,D$0.00
Jun 1, 2026Neos Partners,A$0.00
Jun 1, 2026Neos Partners,SELL$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish
50 institutional holders with $2.2B total value (74,907,182 shares) as of 2026-Q1. Top holders: NOMURA, FMR, JANUS. Net buying activity: 30 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2FMR LLC8,546,834$250.2M11.4%NEW
3JANUS HENDERSON GROUP PLC7,769,612$227.4M10.4%NEW
4Invesco Ltd.6,162,683$180.4M8.2%NEW
5BlackRock, Inc.5,109,202$149.5M6.8%NEW
6BAMCO INC /NY/4,674,583$136.8M6.2%NEW
7CITADEL ADVISORS LLC4,494,181$131.5M6.0%
8VANGUARD CAPITAL MANAGEMENT LLC3,751,772$109.8M5.0%
9FRANKLIN RESOURCES INC3,473,621$101.7M4.6%NEW
10VANGUARD PORTFOLIO MANAGEMENT LLC3,080,376$90.2M4.1%
11ALLIANCEBERNSTEIN L.P.2,173,584$63.6M2.9%
12ExodusPoint Capital Management, LP1,627,490$47.6M2.2%NEW
13Point72 Asset Management, L.P.1,570,524$46.0M2.1%NEW
14Jain Global LLC1,531,469$44.8M2.0%NEW
15Holocene Advisors, LP1,468,749$43.0M2.0%NEW
16DRIEHAUS CAPITAL MANAGEMENT LLC1,384,123$40.5M1.8%NEW
17BALYASNY ASSET MANAGEMENT L.P.1,342,800$39.3M1.8%NEW
18Woodline Partners LP1,231,125$36.0M1.6%NEW
19D. E. Shaw & Co., Inc.1,208,510$35.4M1.6%
20DEUTSCHE BANK AG\1,010,632$29.6M1.3%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCNEW8,546,834$250.2M2026-Q1
JANUS HENDERSON GROUP PLCNEW7,769,612$227.4M2026-Q1
Invesco Ltd.NEW6,162,683$180.4M2026-Q1
BlackRock, Inc.NEW5,109,202$149.5M2026-Q1
BAMCO INC /NY/NEW4,674,583$136.8M2026-Q1
FRANKLIN RESOURCES INCNEW3,473,621$101.7M2026-Q1
ExodusPoint Capital Management, LPNEW1,627,490$47.6M2026-Q1
Point72 Asset Management, L.P.NEW1,570,524$46.0M2026-Q1
Jain Global LLCNEW1,531,469$44.8M2026-Q1
Holocene Advisors, LPNEW1,468,749$43.0M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW1,384,123$40.5M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW1,342,800$39.3M2026-Q1
Woodline Partners LPNEW1,231,125$36.0M2026-Q1
DEUTSCHE BANK AG\NEW1,010,632$29.6M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW755,284$22.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW710,000$20.8M2026-Q1
MARSHALL WACE, LLPNEW649,634$19.0M2026-Q1
WCM INVESTMENT MANAGEMENT, LLCNEW625,078$17.5M2026-Q1
LMR Partners LLPNEW586,789$17.2M2026-Q1
Blackstone Inc.NEW575,000$16.8M2026-Q1
Hudson Bay Capital Management LPNEW544,538$15.9M2026-Q1
Verition Fund Management LLCNEW503,300$14.7M2026-Q1
AMERIPRISE FINANCIAL INCNEW502,930$14.7M2026-Q1
TCW GROUP INCNEW477,503$14.0M2026-Q1
Pictet Asset Management Holding SANEW471,189$13.8M2026-Q1
1 unique insiders with 27 transactions. Net insider value: -$649.8M ($0.00 bought, $649.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Neos Partners, LPDirectorSELL48,622,000
Jun 1, 2026Neos Partners, LPDirectorAWARD15,852,319
Jun 1, 2026Neos Partners, LPDirectorD15,852,319
Jun 1, 2026Neos Partners, LPDirectorAWARD15,852,319
Jun 1, 2026Neos Partners, LPDirectorSELL48,622,000
Jun 1, 2026Neos Partners, LPDirectorD15,852,319
Jun 1, 2026Neos Partners, LPDirectorAWARD15,852,319
Jun 1, 2026Neos Partners, LPDirectorSELL48,622,000
Jun 1, 2026Neos Partners, LPDirectorD15,852,319
Mar 30, 2026Neos Partners, LPDirectorD10,783,205
Mar 30, 2026Neos Partners, LPDirectorAWARD10,783,205
Mar 30, 2026Neos Partners, LPDirectorSELL34,500,000
Mar 30, 2026Neos Partners, LPDirectorAWARD10,783,205
Mar 30, 2026Neos Partners, LPDirectorSELL34,500,000
Mar 30, 2026Neos Partners, LPDirectorD10,783,205
Mar 30, 2026Neos Partners, LPDirectorAWARD10,783,205
Mar 30, 2026Neos Partners, LPDirectorSELL34,500,000
Mar 30, 2026Neos Partners, LPDirectorD10,783,205
Feb 9, 2026Neos Partners, LPDirectorD2,487,964
Feb 9, 2026Neos Partners, LPDirectorSELL8,400,000$25.79$216.6M
Feb 9, 2026Neos Partners, LPDirectorAWARD2,487,964
Feb 9, 2026Neos Partners, LPDirectorD2,487,964
Feb 9, 2026Neos Partners, LPDirectorSELL8,400,000$25.79$216.6M
Feb 9, 2026Neos Partners, LPDirectorAWARD2,487,964
Feb 9, 2026Neos Partners, LPDirectorD2,487,964
Feb 9, 2026Neos Partners, LPDirectorSELL8,400,000$25.79$216.6M
Feb 9, 2026Neos Partners, LPDirectorAWARD2,487,964

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 5 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$58.30 mean target -1.2% upside Hold (1.40)
$51.00 Low $68.00 High
MetricValue
Current Price$59.03
Target Low$51.00
Target Mean$58.30
Target Median$58.00
Target High$68.00
# Analysts10
RecommendationHold (1.40)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.24 $0.16 $0.26 +7.3% 6↑ 1↓ $0.4B 9
Next Q
2026-09-30
$0.26 $0.25 $0.29 +26.4% 2↑ 0↓ $0.5B 5
Current FY
2026-06-30
$0.67 $0.55 $0.75 +6.4% 9↑ 0↓ $1.4B 84.3% 10
Next FY
2027-06-30
$1.20 $1.09 $1.28 78.6% +17.2% 8↑ 0↓ $2.1B 47.8% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.237
7d ago$0.237
30d ago$0.221+0.016
60d ago$0.221+0.016
90d ago$0.218+0.019
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 8 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 15, 2026 Goldman Sachs MAINTAIN Buy Buy
May 15, 2026 Barclays MAINTAIN Overweight Overweight
May 15, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 15, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 17, 2026 Oppenheimer MAINTAIN Outperform Outperform
Mar 2, 2026 Wolfe Research INITIATE Outperform
Mar 2, 2026 Oppenheimer INITIATE Outperform
Mar 2, 2026 Barclays INITIATE Overweight
Mar 2, 2026 JP Morgan INITIATE Overweight
Mar 2, 2026 Jefferies INITIATE Buy
Mar 2, 2026 Goldman Sachs INITIATE Buy
Mar 2, 2026 Morgan Stanley INITIATE Equal-Weight
Mar 2, 2026 Keybanc INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265720086%
May 1, 20265720086%
Apr 1, 20265720086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 7, 2026160° Warm101
May 7, 2026160° Warm101
May 5, 2026160° Warm101
May 5, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 1mo ago
Forgent Power Solutions (FPS) - Looks like a buy
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
$FPS – Potential 10x Bagger Tied to AI Data Center Power Infrastructure
▲ 1 💬 1 ⚡ 0.5
May 28, 2026
short_volume
Short Volume: FPS — 57.7% short (1.2M / 2.1M)
Short: 1,192,472 | Exempt: 0 | TRF Vol: 2,066,179 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
earnings_calendar
FPS Q3 2026 Earnings Scheduled — 2026-05-14
May 13, 2026
short_interest
FTD: FPS — 12,315 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $43.01, FTD Value: $529,668.15, FORGENT PWR SOLUTIONS INC CL A
Apr 20, 2026
short_interest
FTD: FPS — 331,903 shares ($11.2M) failed to deliver
Settlement: 20260420, Price: $33.69, FTD Value: $11,181,812.07, FORGENT PWR SOLUTIONS INC CL A
Apr 16, 2026
short_interest
FTD: FPS — 60,510 shares ($2.0M) failed to deliver
Settlement: 20260416, Price: $32.39, FTD Value: $1,959,918.9, FORGENT PWR SOLUTIONS INC CL A
Apr 8, 2026
short_interest
FTD: FPS — 363,766 shares ($10.9M) failed to deliver
Settlement: 20260408, Price: $29.85, FTD Value: $10,858,415.1, FORGENT PWR SOLUTIONS INC CL A
Apr 1, 2026
short_interest
FTD: FPS — 215,557 shares ($6.3M) failed to deliver
Settlement: 20260401, Price: $29.27, FTD Value: $6,309,353.39, FORGENT PWR SOLUTIONS INC CL A
Mar 31, 2026
short_interest
FTD: FPS — 48,523 shares ($1.4M) failed to deliver
Settlement: 20260331, Price: $27.97, FTD Value: $1,357,188.31, FORGENT PWR SOLUTIONS INC CL A
Mar 30, 2026
short_interest
FTD: FPS — 25,654 shares ($0.8M) failed to deliver
Settlement: 20260330, Price: $30.64, FTD Value: $786,038.56, FORGENT PWR SOLUTIONS INC CL A
Mar 23, 2026
short_volume
Short Volume: FPS — 61.6% short (0.5M / 0.8M)
Short: 494,473 | Exempt: 0 | TRF Vol: 802,065 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Mar 3, 2026
short_interest
FTD: FPS — 25,000 shares ($0.9M) failed to deliver
Settlement: 20260303, Price: $35.99, FTD Value: $899,750, FORGENT PWR SOLUTIONS INC CL A
Feb 9, 2026
short_interest
FTD: FPS — 1,506,157 shares ($50.8M) failed to deliver
Settlement: 20260209, Price: $33.76, FTD Value: $50,847,860.32, FORGENT PWR SOLUTIONS INC CL A
Feb 6, 2026
short_interest
FTD: FPS — 250,411 shares ($7.3M) failed to deliver
Settlement: 20260206, Price: $29.00, FTD Value: $7,261,919, FORGENT PWR SOLUTIONS INC CL A