Howland Capital Management 13F: Adds $3.3M to AMETEK (AME) Stake

AMETEK, Inc. (AME) business photo

Key Points

  • Howland Capital Management boosted its AMETEK stake by 28.4% during the quarter, according to an SEC filing on October 22, 2026.
  • Howland Capital Management held 60,322 $AME shares at quarter end, up 28.42% from the prior quarter.
  • AMETEK recently traded around $250.28, sitting above both its 50-day and 200-day moving averages as it heads toward its November 3, 2026 earnings report.
  • Wall Street analysts hold a consensus buy recommendation on the stock with a mean price target of $282.06 across 18 analyst opinions.

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Howland Capital Management expanded its investment in AMETEK, Inc. AME during the quarter, picking up 13,350 additional shares to grow its holdings by 28.4%. The move was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

AME AMETEK, Inc.
$238.82 +14.71% year to date
Daily close · Oct 22, 2026

What Changed in Howland Capital Management's AMETEK Position

Following the acquisition, Howland Capital Management held a total of 60,322 shares of the specialty industrial machinery maker. The reported value of the stake reached approximately $14,943,570. In the prior quarter, the firm owned 46,972 shares.

AMETEK, Inc. Stock Holds Steady

AMETEK shares recently traded around $250.28 as of October 23, 2026, up about 4.8% from its close of $238.82 on the filing date. The stock trades above its 50-day moving average of $244.64 and its 200-day moving average of $232.68. It sits below its 52-week high of $261.16 while staying well above its 52-week low of $182.87.

Recent Earnings

AMETEK generated trailing twelve-month revenue of $7.86 billion with earnings of $6.84 per share. The company reported a net profit margin of 20.0% and a return on equity of 14.6%. The company's next earnings report is scheduled for November 3, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B- 72/100

Reported Apr 30, 2026

  1. Forward outlook

    3 analysts raised price targets.

  2. EPS & revenue

    EPS beat estimates by 2.5%. Revenue met estimates.

  3. Profit surprise

    EBITDA met by 1 percent. Operating income met by 2 percent.

  4. Pre-earnings setup

    Expectations were about average.

  5. Analyst signal

    3 target raises.

  6. Earnings quality

    Gross margin up 1.1 points. Positive free cash flow.

Earnings Call Summary

The company reported first quarter revenue of $1.93 billion, up 11 percent, with earnings per share of $1.97, beating guidance of $1.85 to $1.90. Orders jumped 23 percent to a record $2.2 billion, with backlog reaching $3.87 billion. Core operating margins expanded 160 basis points to 27.9 percent, driven by EMG margin growth of 410 basis points and strong execution across all divisions. The company acquired First Aviation Services for defense aftermarket expansion and has $5 billion plus in available capital for M&A while maintaining investment-grade rating.

Guidance AMETEK raised full year earnings to $7.94 to $8.14 per share, up 7 to 10 percent from last year. Second quarter expected at $1.96 to $2 per share. Sales forecast for 2026 remains high single digit growth with mid-single digit organic growth, reflecting strong orders momentum into the year.

Slightly positive report. The quarter was acceptable, but the forward setup is not strong.

Dividend

AMETEK pays an annual dividend rate of $1.36 per share, which translates to a dividend yield of 0.55%. The company's payout ratio stands at 19.0% of earnings.

Insider Buying and Selling at AMETEK, Inc.

Company insiders executed several transactions earlier in the year. On March 24, 2026, Director Thomas A Amato sold 530 shares at an average price of $216.78 for a total value of $114,893. Later, on August 7, 2026, officer David F. Hermance sold 6,608 shares at $254.00 per share, totaling about $1.68 million. On August 11, 2026, Director Nickie Lee Stanage purchased 4,000 shares at $255.85 each for a total value of $1,023,400.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock across August, September, and October. On August 6, 2026, Truist Securities maintained its buy rating and raised its price target from $303.00 to $316.00. On the same day, TD Cowen maintained a buy rating while lifting its target from $260.00 to $275.00. BNP Paribas maintained an outperform rating on September 11, 2026, and moved its target from $280.00 to $290.00. Baird maintained a neutral rating on October 5, 2026, bumping its target from $275.00 to $280.00. Finally, Citigroup maintained a neutral rating on October 12, 2026, with a target of $263.00, up from $261.00. Overall, the stock carries a consensus buy recommendation from 18 analysts with a mean price target of $282.06.

About AMETEK

AMETEK, Inc. is based in Berwyn, Pennsylvania, and manufactures electronic instruments and electromechanical devices for industrial and commercial markets globally. It operates through electronic instruments and electromechanical groups, supplying specialized measurement and control hardware to diverse industries. Institutional interest remains strong as the company prepares for its upcoming quarterly financial update.

Bottom Line

Investors will look closely at AMETEK's upcoming earnings report on November 3, 2026, to gauge whether demand across its industrial segments supports its current valuation. Future 13F filings will also show if other institutional managers continue adding to their positions in the machinery maker.

Source: Howland Capital Management's 13F filing on $AME (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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