ITW

ILLINOIS TOOL WORKS INC

NYSE · General Industrial Machinery & Equipment · Inc. DE · CIK 0000049826
$257.43 +1.17% $74.1B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits
Vol
Market Cap$74.1B
Cap SizeLarge Cap
Analyst ConsensusSell (8%)
Inst. Holders50 funds
Inst. Value$32.2B
Inst. Activity28 buys / 22 sells
Insider Activity1B / 0S
Insider Net $$199.9K
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Congressional1 trades
Exchange NYSE·Sector General Industrial Machinery & Equipment·Inc. DE·CIK 0000049826·Prev Close $254.45

Recent Activity

Price Targets

$274.54 +6.6% upside Buy
Current $257.43 Low $219.00 Median $278.00 High $317.00 16 analysts
$219.00 $317.00

Analyst Ratings

Strong Sell8% buy · 26 analysts
1Strong Buy
1Buy
13Hold
9Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 Wells Fargo MAINTAIN Underweight → Underweight
May 4, 2026 Citigroup MAINTAIN Neutral → Neutral
May 1, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 10, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 1, 2026 Barclays MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.79 $2.74 — $2.85 8% YoY 14
Next Q $2.93 $2.87 — $3.03 4% YoY 14
Current FY $11.33 ▲ +0.5% $11.20 — $11.81 8% YoY 16
Next FY $12.14 $11.81 — $12.76 7% YoY 16

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.1B
VANGUARD CAPITAL MANAGEMENT LLC$4.5B
STATE STREET CORP$3.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
MORGAN STANLEY$1.4BADD

Recent Insider Trades

DateInsiderTypeValue
Jun 2, 2026Scanlon JenniferBUY$199.9K
May 8, 2026CROWN SUSANA$212.2K
May 8, 2026STROBEL PAMELAA$194.9K
May 8, 2026Scanlon JenniferA$215.5K
May 8, 2026SMITH DAVIDA$233.6K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Shelley MooreRSELL$1,001 - $15,000
50 institutional holders with $32.2B total value (123,536,759 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 28 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.23,373,694$6.1B18.9%
2VANGUARD CAPITAL MANAGEMENT LLC17,427,220$4.5B14.1%
3STATE STREET CORP12,660,481$3.3B10.3%
4VANGUARD PORTFOLIO MANAGEMENT LLC6,795,722$1.8B5.5%
5MORGAN STANLEY5,404,241$1.4B4.4%ADD +32.6%
6Capital Research Global Investors4,758,291$1.2B3.9%
7WELLS FARGO & COMPANY/MN4,633,852$1.2B3.7%
8GOLDMAN SACHS GROUP INC3,638,083$947.0M2.9%
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/3,310,000$859.6M2.7%
10BANK OF AMERICA CORP /DE/3,005,659$782.3M2.4%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,735,345$712.7M2.2%
12AMERIPRISE FINANCIAL INC2,545,547$662.7M2.1%
13Invesco Ltd.2,174,480$566.0M1.8%
14DIMENSIONAL FUND ADVISORS LP2,045,009$532.3M1.7%
15Legal & General Group Plc1,936,593$504.1M1.6%
16SCHRODER INVESTMENT MANAGEMENT GROUP1,629,820$414.9M1.3%
17STIFEL FINANCIAL CORP1,584,113$412.3M1.3%
18VANGUARD FIDUCIARY TRUST CO1,501,073$390.7M1.2%
19TWO SIGMA INVESTMENTS, LP1,468,075$382.1M1.2%
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,343,736$349.8M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD4,074,8495,404,241+32.6%$1.4B2026-Q1
Nuveen, LLCTRIM1,162,660762,273-34.4%$198.4M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED121,640659,840+442.5%$171.7M2026-Q1
Neuberger Berman Group LLCDOUBLED40,467614,834+1419.3%$159.9M2026-Q1
Alecta Tjanstepension OmsesidigtTRIM813,700603,500-25.8%$157.0M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD410,813559,652+36.2%$145.7M2026-Q1
FRANKLIN RESOURCES INCTRIM874,868378,121-56.8%$98.4M2026-Q1
SEI INVESTMENTS COADD230,548344,612+49.5%$89.7M2026-Q1
Korea Investment CORPTRIM229,328168,199-26.7%$43.8M2026-Q1
VICTORY CAPITAL MANAGEMENT INCNEAR_EXIT933,254166,491-82.2%$43.3M2026-Q1
DnB Asset Management ASADD107,172161,881+51.0%$42.1M2026-Q1
Trexquant Investment LPADD67,995131,326+93.1%$34.2M2026-Q1
CAPITAL FUND MANAGEMENT S.A.NEW99,653$25.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM220,80798,266-55.5%$25.6M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD57,41296,072+67.3%$25.0M2026-Q1
Tredje AP-fondenNEW80,785$21.0M2026-Q1
TORONTO DOMINION BANKTRIM155,19678,786-49.2%$20.5M2026-Q1
Rockefeller Capital Management L.P.TRIM121,31553,601-55.8%$14.0M2026-Q1
M&T BANK CORPTRIM99,90644,396-55.6%$11.6M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED16,56737,694+127.5%$9.8M2026-Q1
Hudson Bay Capital Management LPDOUBLED15,00035,000+133.3%$9.1M2026-Q1
ING GROEP NVTRIM87,89229,599-66.3%$7.7M2026-Q1
Allianz Asset Management GmbHADD22,53328,841+28.0%$7.5M2026-Q1
ALLSTATE CORPADD19,47427,302+40.2%$7.1M2026-Q1
MACQUARIE GROUP LTDTRIM36,81225,929-29.6%$6.7M2026-Q1
24 unique insiders with 50 transactions. Net insider value: $199.9K ($199.9K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 2, 2026Scanlon Jennifer F.DirectorBUY806$247.99$199.9K
May 8, 2026CROWN SUSANDirectorAWARD833$254.76$212.2K
May 8, 2026STROBEL PAMELA BDirectorAWARD765$254.76$194.9K
May 8, 2026Scanlon Jennifer F.DirectorAWARD846$254.76$215.5K
May 8, 2026SMITH DAVID BYRON JRDirectorAWARD917$254.76$233.6K
May 8, 2026Brutto Daniel JDirectorAWARD765$254.76$194.9K
May 8, 2026Ford Darrell LDirectorAWARD765$254.76$194.9K
May 8, 2026GRIFFITH JAMES WDirectorAWARD765$254.76$194.9K
May 8, 2026Grier Kelly JDirectorAWARD765$254.76$194.9K
May 8, 2026Henderson Jay LDirectorAWARD765$254.76$194.9K
May 8, 2026LENNY RICHARD HDirectorAWARD765$254.76$194.9K
May 8, 2026SANTI ERNEST SCOTTDirectorAWARD1,883$254.76$479.7K
May 8, 2026IRICK JAIME ADirectorAWARD765$254.76$194.9K
Feb 13, 2026Carbonell Javier GraciaExecutive Vice PresidentAWARD10,120
Feb 13, 2026Szafranski SharonExecutive Vice PresidentAWARD10,120
Feb 13, 2026SCHEUNEMAN RANDALL JVP & Chief Accounting OfficerAWARD3,225
Feb 13, 2026Thibeault Mark A.Executive Vice PresidentAWARD6,957
Feb 13, 2026Beck AxelExecutive Vice PresidentAWARD10,120
Feb 13, 2026Escoe T. KennethExecutive Vice PresidentAWARD10,120
Feb 13, 2026Rauch Christopher P.SVP, General Counsel & Secy.AWARD5,850
Feb 13, 2026Hartzell Patricia A.Executive Vice PresidentAWARD10,436
Feb 13, 2026Lawler Mary KatherineSVP & Chief HR OfficerAWARD12,333
Feb 13, 2026Larsen Michael MSVP & CFOAWARD27,830
Feb 13, 2026Silva Guilherme de FigueiredoExecutive Vice PresidentAWARD8,538
Feb 13, 2026O'HERLIHY CHRISTOPHER APresident & CEOAWARD74,320
Feb 12, 2026Carbonell Javier GraciaExecutive Vice PresidentEXERCISE1,883
Feb 12, 2026Carbonell Javier GraciaExecutive Vice PresidentTAX W/H923$298.51$275.5K
Feb 12, 2026Szafranski SharonExecutive Vice PresidentEXERCISE2,098
Feb 12, 2026Szafranski SharonExecutive Vice PresidentTAX W/H631$298.51$188.4K
Feb 12, 2026SCHEUNEMAN RANDALL JVP & Chief Accounting OfficerEXERCISE803
Feb 12, 2026SCHEUNEMAN RANDALL JVP & Chief Accounting OfficerTAX W/H253$298.51$75.5K
Feb 12, 2026Thibeault Mark A.Executive Vice PresidentEXERCISE469
Feb 12, 2026Thibeault Mark A.Executive Vice PresidentTAX W/H157$298.51$46.9K
Feb 12, 2026SANTI ERNEST SCOTTDirectorEXERCISE9,572
Feb 12, 2026SANTI ERNEST SCOTTDirectorTAX W/H4,241$298.51$1.3M
Feb 12, 2026Beck AxelExecutive Vice PresidentEXERCISE2,398
Feb 12, 2026Beck AxelExecutive Vice PresidentTAX W/H1,063$298.51$317.3K
Feb 12, 2026Escoe T. KennethExecutive Vice PresidentEXERCISE1,883
Feb 12, 2026Escoe T. KennethExecutive Vice PresidentTAX W/H568$298.51$169.6K
Feb 12, 2026Hartzell Patricia A.Executive Vice PresidentTAX W/H569$298.51$169.9K
Feb 12, 2026Hartzell Patricia A.Executive Vice PresidentEXERCISE1,883
Feb 12, 2026Lawler Mary KatherineSVP & Chief HR OfficerEXERCISE2,740
Feb 12, 2026Lawler Mary KatherineSVP & Chief HR OfficerTAX W/H1,214$298.51$362.4K
Feb 12, 2026Larsen Michael MSVP & CFOEXERCISE6,424
Feb 12, 2026Larsen Michael MSVP & CFOTAX W/H2,348$298.51$700.9K
Feb 12, 2026Silva Guilherme de FigueiredoExecutive Vice PresidentEXERCISE598
Feb 12, 2026Silva Guilherme de FigueiredoExecutive Vice PresidentTAX W/H193$298.51$57.6K
Feb 12, 2026O'HERLIHY CHRISTOPHER APresident & CEOEXERCISE7,024
Feb 12, 2026O'HERLIHY CHRISTOPHER APresident & CEOTAX W/H2,610$298.51$779.1K
Feb 10, 2026Rauch Christopher P.SVP, General Counsel & Secy.EXERCISE477
Current analyst consensus: Strong Sell (8% buy). Based on 26 analysts: 1 strong buy, 1 buy, 13 hold, 9 sell, 2 strong sell.

Analyst Price Targets

$274.54 mean target +6.6% upside Buy (3.39)
$219.00 Low $317.00 High
MetricValue
Current Price$257.43
Target Low$219.00
Target Mean$274.54
Target Median$278.00
Target High$317.00
# Analysts16
RecommendationBuy (3.39)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.79 $2.74 $2.85 8.2% -0.2% 5↑ 7↓ $4.2B 3.3% 14
Next Q
2026-09-30
$2.93 $2.87 $3.03 4.3% -0.3% 5↑ 5↓ $4.2B 3.2% 14
Current FY
2026-12-31
$11.33 $11.20 $11.81 8.0% +0.5% 11↑ 1↓ $16.6B 3.5% 16
Next FY
2027-12-31
$12.14 $11.81 $12.76 7.2% +0.2% 5↑ 5↓ $17.2B 3.5% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.791
7d ago$2.792-0.001
30d ago$2.797-0.007
60d ago$2.802-0.012
90d ago$2.802-0.011
6 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 Wells Fargo MAINTAIN Underweight Underweight
May 4, 2026 Citigroup MAINTAIN Neutral Neutral
May 1, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 10, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 1, 2026 Barclays MAINTAIN Underweight Underweight
Apr 1, 2026 Wells Fargo MAINTAIN Underweight Underweight
Feb 23, 2026 Evercore ISI Group MAINTAIN Underperform Underperform
Feb 9, 2026 Barclays MAINTAIN Underweight Underweight
Feb 4, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 4, 2026 Wells Fargo MAINTAIN Underweight Underweight
Jan 7, 2026 Wells Fargo MAINTAIN Underweight Underweight
Dec 16, 2025 Goldman Sachs DOWNGRADE Neutral Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261113928%
May 1, 20261113928%
Apr 1, 20261113928%
Mar 1, 20261113928%
Feb 1, 20261113928%
Jan 1, 20261113928%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 24, 2026Shelley Moore CapitoRSENATESELL$1,001 - $15,000Illinois Tool Works IncMar 4, 2026 (9d)
50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 4d 1h ago
Is ITW a good stock?
▲ 1 💬 0 ⚡ 0.5
Jun 5, 2026
short_volume
Short Volume: ITW — 63.0% short (0.3M / 0.5M)
Short: 324,113 | Exempt: 1,353 | TRF Vol: 514,342 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ITW — 2.2M shares, 67,740 trades
Week starting 2026-05-18. Total ATS volume: 2,229,908 shares across 67,740 trades.
May 14, 2026
short_interest
FTD: ITW — 2,104 shares ($0.5M) failed to deliver
Settlement: 20260514, Price: $250.10, FTD Value: $526,210.4, ILLINOIS TOOL WORKS
May 11, 2026
dark_pool
Dark Pool: ITW — 1.5M shares, 58,532 trades
Week starting 2026-05-11. Total ATS volume: 1,518,138 shares across 58,532 trades.
May 8, 2026
dividend
ITW Board of Directors Declares Quarterly Dividend
<p align="justify">GLENVIEW, Ill., May 08, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Illinois Tool Works Inc. (NYSE: ITW) declared a divide
May 4, 2026
dark_pool
Dark Pool: ITW — 1.7M shares, 62,344 trades
Week starting 2026-05-04. Total ATS volume: 1,664,376 shares across 62,344 trades.
May 1, 2026
short_volume
Short Volume: ITW — 74.3% short (0.6M / 0.8M)
Short: 581,534 | Exempt: 113 | TRF Vol: 782,360 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings
ITW Reports First Quarter 2026 Results
<p align="justify">GLENVIEW, Ill., April 30, 2026 (GLOBE NEWSWIRE) -- Illinois Tool Works Inc. (NYSE: ITW) today reported its first quarter 2026 res
Apr 30, 2026
short_volume
Short Volume: ITW — 81.6% short (1.1M / 1.4M)
Short: 1,124,691 | Exempt: 567 | TRF Vol: 1,378,718 | Short Ratio: 81.6% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
ITW Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 29, 2026
short_volume
Short Volume: ITW — 70.8% short (0.5M / 0.7M)
Short: 474,363 | Exempt: 561 | TRF Vol: 670,342 | Short Ratio: 70.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: ITW — 3.0M shares, 93,101 trades
Week starting 2026-04-27. Total ATS volume: 3,025,421 shares across 93,101 trades.
Apr 20, 2026
dark_pool
Dark Pool: ITW — 1.5M shares, 54,527 trades
Week starting 2026-04-20. Total ATS volume: 1,520,936 shares across 54,527 trades.
Apr 15, 2026
short_volume
Short Volume: ITW — 71.4% short (0.4M / 0.5M)
Short: 382,253 | Exempt: 77 | TRF Vol: 534,998 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: ITW — 1.7M shares, 61,432 trades
Week starting 2026-04-13. Total ATS volume: 1,659,668 shares across 61,432 trades.