XYL Xylem Inc.

bullish track record → $129.66 +0.81 (+0.6%)
Mkt Cap $31B P/E 32.8 fwd 21.2 52wk $107.04 - $154.27 Earnings 2026-04-28 1d ago
Insider selling: $8,687,583 sold by 20 insiders (30d)
Est. revisions: +0.0% (2 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net +0.0)

Factor Model

net +0.0 1.0 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Xylem lifts revenue 4%, net orders climb 9%

Watch: Watch Q1 2026 order trends for confirmation of growth momentum or signs of revenue slowdown.

Full analysis

Xylem reported 4% revenue growth to $2.4 billion last quarter. Net orders rose 9% year over year, benefiting from AI-driven data center water infrastructure demand. Insider buying is minimal at $528, while institutional holders remain concentrated among top funds like D.E. Shaw and Renaissance. The stock trades at a P/E of 32.6 amid a 19% EPS beat previously, but recent price falls and a downtrend suggest caution.

Sustained revenue and orders growth on AI tailwinds signal operational strength but recent share price decline and insider selling temper enthusiasm, implying valuation risks ahead.

Evidence

1d ago Stifel main XYL: Buy → Buy
1d ago Insider buy by TRETIKOV LILA (XYL): $528
Fundamentals & Data ▾
Xylem Inc. Industrials · Specialty Industrial Machinery
Mkt Cap
$31B
P/E
32.8 fwd 21.2
Beta
1.17
Div Yield
134.00%
52w Range
$107.04 - $154.27
Short Interest
4.9M 2.6%
Days to Cover
2.5 +1%
Technicals downtrend
from 52w Hi
0.0%
1w return
+4.3%
Insiders
selling 0B / 2S
Analysts
mixed
EPS Estimate
$1.09 +0.0% 30d 2up / 2dn
Est. Dispersion
4% 19 analysts
Analyst Target
$157 $123 - $186
Options P/C
1.20 0C / 1P unusual
Insider Cluster
strong sell 1B / 7S
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Bridgewater, Two Sigma
Financials
Revenue
$2.4B +6% YoY
FCF
$460M
Gross Margin
39%
Op Margin
16%
Momentum: accelerating
Top Holders
D.E. Shaw $72M
Renaissance $49M
Citadel $28M
Bridgewater $5M
Two Sigma $4M
Recent Filings & Data
insider trade 66
net selling · $8,687,583 sold · $528 bought
20 insiders · 66 transactions (30d)
Recent transactions
TOUSSAINT CLAUDIA S · award · $953,549
YARKADAS HAYATI · award · $1,598,965
COZAD STACY LANCASTER · award
GROGAN WILLIAM K. · award · $1,709,114
AULICK RODNEY O · award
MCSHANE GERI-MICHELLE · award · $285,046
PINE MATTHEW FRANCIS · award · $1,891,621
MCGANN MICHAEL J · award · $668,116
CHO ALBERT · award · $479,161
EMMERICH MEREDITH · award
HARKER VICTORIA D · sell · $251,838
TOUSSAINT CLAUDIA S · sell · $1,590,661
MCSHANE GERI-MICHELLE · sell · $139,962
COZAD STACY LANCASTER · award · $103,157
GLATCH LISA · sell · $689,231
HARKER VICTORIA D · sell · $258,542
FRIEL ROBERT F · award · $234,947
ELLIS EARL RAY · award · $165,009
GLATCH LISA · award · $165,009
HARKER VICTORIA D · award · $165,009
MORELLI MARK D · award · $165,009
PERIBERE JEROME A · award · $165,009
TRETIKOV LILA · award · $165,009
YADAV UDAY · award · $165,009
PINE MATTHEW FRANCIS · other · $4,204,285
TOUSSAINT CLAUDIA S · other · $804,247
MCSHANE GERI-MICHELLE · sell · $527,978
MCSHANE GERI-MICHELLE · exercise · $251,579
TOUSSAINT CLAUDIA S · award · $262,452
YARKADAS HAYATI · award · $300,056
GROGAN WILLIAM K. · award · $562,508
AULICK RODNEY O · award · $212,529
MCSHANE GERI-MICHELLE · award · $68,725
PINE MATTHEW FRANCIS · award · $1,824,976
CAPERS DOROTHY TREFON · award · $181,279
MCGANN MICHAEL J · award · $212,529
CHO ALBERT · award · $137,450
EMMERICH MEREDITH · award · $137,450
CAPERS DOROTHY TREFON · sell · $1,530,391
CAPERS DOROTHY TREFON · exercise · $1,102,960
TOUSSAINT CLAUDIA S · award · $927,667
YARKADAS HAYATI · award · $1,112,993
MCSHANE GERI-MICHELLE · award · $231,787
PINE MATTHEW FRANCIS · award · $1,112,993
CAPERS DOROTHY TREFON · award · $579,468
MCGANN MICHAEL J · award · $231,787
CHO ALBERT · award · $324,580
TRETIKOV LILA · sell · $480
TRETIKOV LILA · buy · $528
EMMERICH MEREDITH · award · $499,941
HARKER VICTORIA D · sell · $352,314
PERIBERE JEROME A · other
MCSHANE GERI-MICHELLE · sell · $315,799
MCSHANE GERI-MICHELLE · exercise · $131,939
AULICK RODNEY O · sell · $3,030,387
AULICK RODNEY O · exercise · $1,073,214
TOUSSAINT CLAUDIA S · other
FRIEL ROBERT F · award
BELIVEAU-DUNN JEANNE · award
ELLIS EARL RAY · award
GLATCH LISA · award
HARKER VICTORIA D · award
MORELLI MARK D · award
PERIBERE JEROME A · award
TRETIKOV LILA · award
YADAV UDAY · award
Filing analysis pending — next scan runs every 12 hours
Transcript analysis coming soon
6 signals · latest 1d ago

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