FPS · Forgent Power Solutions, Inc.

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

Forgent Power Solutions, Inc (FPS)

NEW YORK STOCK EXCHANGE, INC. Electrical Equipment
Move probability → Options chain →
$24.42 -7.33 (-23.09%)
● Market open
DAY'S RANGE $24.42
$24.15 $27.29
52-WEEK RANGE $24.42
$25.95 $66.00

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$7.69B
P/E (TTM1)118.13
EPS2 (TTM)$0.31
Div Yield—
Beta32.02
Volume874,512
Open27.16
Prev Close31.75
Bid / Ask24.43 / 24.46

Analyst Recommendations

Strong buy 6 Buy 6 Hold 3 Sell 0 Strong sell 0

Aggregate ratings for 2026-10-01 (15 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
FPS +9.52%
vs S&P 500 -4.57%
6-MONTH RETURN
FPS -5.73%
3-MONTH RETURN
FPS -18.29%

Valuation Measures & Ratios

Enterprise Value4$10.15B
Forward P/E518.69
PEG Ratio6—
Price / Sales (TTM1)6.81
Price / Book730.13
EV4 / Revenue—
EV4 / EBITDA—
Profit Margin5.76%
Operating Margin12.85%
Return on Equity (ROE8)18.39%
Return on Assets (ROA9)4.45%
Avg Volume (3M)8,526,100
Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short14,203,832
Change from Prior Settlement+42.87%
% of Float—
Days to Cover (Short Ratio)1.18

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Not investment advice — read several signals together.

Indicators None active

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Starter sets
Trend
Oscillators
Volume/volatility
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History limited by data provider; markers are heuristics, not signals.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Latest SEC filing is Form 8-K, filed 2026-10-22; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Mar '26Dec '25Mar '25Dec '24
Revenue $378.7M $296.4M $186.2M $175.3M
Gross profit $131.2M $101.8M $68.2M $63.8M
Operating income $39.3M $20.1M $22.4M $18.9M
Net income $18.3M $246.0K $6.9M $4.6M
Operating margin $10 $7 $12 $11
Net margin $5 $0 $4 $3

Balance sheet

Line item Jun '26Mar '26Dec '25Jun '25
Total assets $2.23B $1.85B $1.70B $1.54B
Total liabilities $1.56B $1.27B $1.11B $963.4M
Stockholders' equity $564.3M $446.5M — —
Total current assets $818.1M $607.4M $577.6M $445.1M
Total current liabilities $531.3M $370.2M $346.9M $281.7M
Cash & equivalents $97.5M $93.8M $106.2M $111.3M

Cash flow

Line item Jun '26Mar '26Dec '25Jun '25Mar '25Dec '24Jun '24Oct '23
Operating cash flow $73.9M $29.2M $6.0M -$7.2M -$7.5M $59.7M -$4.6M $4.7M
Investing cash flow -$31.3M -$28.2M -$56.4M -$41.0M -$18.7M -$24.4M -$744.6M -$1.8M
Financing cash flow -$14.7M -$13.3M $45.2M -$15.7M -$14.4M -$5.9M $935.7M $4.6M
Free cash flow $42.6M $937.0K -$50.4M -$48.2M -$26.2M $35.3M -$7.5M $3.0M
Capital expenditures $31.3M $28.2M $56.4M $41.0M $18.7M $24.4M $2.9M $1.8M
Depreciation & amortization $16.5M $18.2M $32.3M $15.1M $14.9M $34.9M $21.3M $373.0K

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding FPS as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 30 filers

Held by These Filers48.9%
Shares Outstanding243,532,000
FilerSharesValue% OutQtr ChangeFiled
COATUE MANAGEMENT LLC 20,501,387 $1.15B 8.42% +0.0% 2026-08-14
FMR LLC 10,508,562 $587.0M 4.32% +23.0% 2026-08-13
Jupiter Topco LLC 8,457,260 $472.5M 3.47% +0.0% 2026-08-14
Invesco Ltd. 7,144,743 $399.1M 2.93% +15.9% 2026-08-13
BlackRock, Inc. 6,666,695 $372.4M 2.74% +30.5% 2026-08-07
VANGUARD CAPITAL MANAGEMENT LLC 5,685,919 $317.6M 2.33% +51.6% 2026-06-30
UBS Group AG 5,641,827 $315.2M 2.32% +142.7% 2026-08-13
Franklin Templeton Inc 5,155,338 $288.0M 2.12% +48.4% 2026-08-04
VANGUARD PORTFOLIO MANAGEMENT LLC 4,884,628 $272.9M 2.01% +58.6% 2026-06-30
Jericho Capital Asset Management L.P. 4,429,000 $247.4M 1.82% +0.0% 2026-08-14
BAMCO INC /NY/ 4,072,575 $227.5M 1.67% -12.9% 2026-08-14
Value Aligned Research Advisors, LLC 3,158,622 $176.4M 1.30% +0.0% 2026-08-14
ALLIANCEBERNSTEIN L.P. 3,055,363 $89.4M 1.25% +40.6% 2026-08-14
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,516,270 $140.6M 1.03% +0.0% 2026-08-11
Zimmer Partners, LP 2,271,217 $126.9M 0.93% +16.4% 2026-08-14
GEODE CAPITAL MANAGEMENT, LLC 2,244,537 $125.4M 0.92% +136.1% 2026-08-12
State Street Corp 2,113,904 $118.1M 0.87% +448.8% 2026-08-07
BNP PARIBAS FINANCIAL MARKETS 2,084,601 $116.4M 0.86% +0.0% 2026-08-10
Granahan Investment Management, LLC 1,807,608 $101.0M 0.74% -12.7% 2026-08-14
Ameriprise Financial Inc 1,709,803 $95.4M 0.70% +240.0% 2026-08-14
RENAISSANCE TECHNOLOGIES LLC 1,669,700 $93.3M 0.69% +0.0% 2026-08-13
Phoenix Financial Ltd. 1,662,217 $92.8M 0.68% +0.0% 2026-08-10
Goldman Sachs Group Inc 1,623,779 $90.7M 0.67% +215.7% 2026-08-14
Stephens Investment Management Group LLC 1,616,102 $90.3M 0.66% +100.7% 2026-07-29
Burkehill Global Management, LP 1,500,000 $83.8M 0.62% -11.8% 2026-08-14

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 16 most recent filings · covers 2026-02-09 to 2026-09-01

Recent transactions

  • Insiders have net sold 276,816,000 shares over the last 182 days, across 0 purchases and 6 sales.
  • Most recent: Lund Inez (Chief Accounting Officer) — Grant / award of 7,043 shares on 2026-09-01.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)276,816,000 sh(6 txns)
Net Shares-276,816,000

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Lund InezChief Accounting OfficerGrant / award2026-09-017,043
Fiedler RyanChief Financial OfficerGrant / award2026-09-012,817
Niederpruem Gary JohnChief Executive OfficerGrant / award2026-09-0188,029
Hottinger TysonChief Legal OfficerGrant / award2026-09-0110,564
Neos Partners, LPReporting personGrant / award2026-07-0614,555,925

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-09-01Lund InezChief Accounting OfficerGrant / award 7,043$0.00
2026-09-01Fiedler RyanChief Financial OfficerGrant / award 2,817$0.00
2026-09-01Niederpruem Gary JohnChief Executive OfficerGrant / award 88,029$0.00
2026-09-01Hottinger TysonChief Legal OfficerGrant / award 10,564$0.00
2026-07-06Neos Partners, LPReporting personGrant / award 14,555,925—
2026-07-06Neos Partners, LPReporting personOpen market sale 43,650,000—
2026-07-06Neos Partners, LPReporting personGrant / award 14,555,925—
2026-07-06Neos Partners, LPReporting personOpen market sale 43,650,000—
2026-07-06Neos Partners, LPReporting personGrant / award 14,555,925—
2026-07-06Neos Partners, LPReporting personOpen market sale 43,650,000—
2026-06-01Neos Partners, LPReporting personGrant / award 15,852,319—
2026-06-01Neos Partners, LPReporting personOpen market sale 48,622,000—
2026-06-01Neos Partners, LPReporting personGrant / award 15,852,319—
2026-06-01Neos Partners, LPReporting personOpen market sale 48,622,000—
2026-06-01Neos Partners, LPReporting personGrant / award 15,852,319—
2026-06-01Neos Partners, LPReporting personOpen market sale 48,622,000—
2026-03-30Neos Partners, LPReporting personGrant / award 10,783,205—
2026-03-30Neos Partners, LPReporting personOpen market sale 34,500,000—
2026-03-30Neos Partners, LPReporting personGrant / award 10,783,205—
2026-03-30Neos Partners, LPReporting personOpen market sale 34,500,000—
2026-03-30Neos Partners, LPReporting personGrant / award 10,783,205—
2026-03-30Neos Partners, LPReporting personOpen market sale 34,500,000—
2026-02-09Neos Partners, LPReporting personGrant / award 2,487,964—
2026-02-09Neos Partners, LPReporting personOpen market sale 8,400,000$25.79
2026-02-09Neos Partners, LPReporting personGrant / award 2,487,964—
2026-02-09Neos Partners, LPReporting personOpen market sale 8,400,000$25.79
2026-02-09Neos Partners, LPReporting personGrant / award 2,487,964—
2026-02-09Neos Partners, LPReporting personOpen market sale 8,400,000$25.79

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-10-22 15:17 UTC

FiledFormReport periodOfficial filing
2026-10-228-K2026-10-21 View on SEC.gov →
2026-09-1510-K2026-06-30 View on SEC.gov →
2026-09-158-K2026-09-15 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-09-0342026-09-01 View on SEC.gov →
2026-07-0842026-07-06 View on SEC.gov →
2026-07-0842026-07-06 View on SEC.gov →
2026-07-0842026-07-06 View on SEC.gov →
2026-06-268-K2026-06-23 View on SEC.gov →
2026-06-0342026-06-01 View on SEC.gov →

Headlines about FPS (Forgent Power Solutions, Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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