Raymond James Financial 13F: Adds $1.3M to AMETEK (AME) Stake
Raymond James Financial filed a Form 13F with the SEC revealing a 1.4% increase in its AMETEK, Inc. holdings during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Raymond James Financial added 5,329 shares to its stake in AMETEK, Inc. ($AME), a 1.38% increase, according to a 13F filing with the SEC dated May 14, 2026. It reported 390,221 shares worth $94.82 million at the end of the quarter.
Since the filing, $AME is down 3.9% after 1 week, down 0.6% after 1 month and up 7.2% to date (from the $231.46 close on May 14, 2026).
Find the original: Raymond James Financial 13F filings on SEC EDGAR
AME
AMETEK, Inc.
Key Points
- Raymond James Financial raised its investment in AMETEK, Inc. (NYSE:AME) by 1.4%, purchasing an additional 5,329 shares during the period.
- The institutional investor wrapped up the reporting period with 390,221 shares of the specialty industrial machinery maker, carrying a value of approximately $94.8 million.
- Wall Street coverage on the industrial equipment manufacturer shows a consensus buy rating with a mean target price of $278.33 across 18 analyst opinions.
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Raymond James Financial Grows Position in AMETEK
Raymond James Financial added to its portfolio during the period, picking up shares of AMETEK, Inc. (NYSE:AME) according to a recent Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the reporting period and may not represent the firm's current position today. As a major financial institution known for managing broad client portfolios, the firm frequently adjusts large equity blocks to align with asset allocation goals.
Raymond James Financial vs. the S&P 500
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Position Details and Share Count
The firm increased its investment by a 1.3% increase, lifting its total ownership by 5,329 shares. That brought the firm's ending share count to 390,221 shares. At the close of the period, the block carried an estimated value of $94.8 million.
Stock Valuation and Price Context
AMETEK shares traded near $242.99 ahead of the filing release. The industrial manufacturer operates in a specialty market, backed by diverse product lines ranging from aerospace systems to electronic instruments.
Recent Earnings Performance
For investors tracking financial health, the company reported $7.86 billion in trailing revenue with revenue growth of 15.0%. Profitability remains strong, shown by a net margin of 20.0% and a return on equity of 14.6%. Earnings per share stand at $6.84, while the company maintains a price-to-earnings ratio of 35.3.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
3 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 2.5%. Revenue met estimates.
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Profit surprise
EBITDA met by 1 percent. Operating income met by 2 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 target raises.
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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 Payouts for Shareholders
Income-focused investors collect a regular dividend from the industrial firm. The company pays an annual dividend rate of $1.36 per share, yielding 0.6% based on recent market pricing. This payout takes up a modest 19.0% of the firm's earnings.
Analysts Set New Price Targets
Wall Street firms have continued adjusting their views on the stock. On October 12, 2026, Citigroup maintained a neutral rating on the stock with a target of $263.00, up from its prior $261.00 target. A few days earlier on October 5, 2026, Baird maintained a neutral rating while lifting its target to $280.00. Earlier in the autumn, BNP Paribas maintained an outperform rating on September 11, 2026, moving its target to $290.00.
Manufacturing Specialty Instruments Worldwide
Based in Berwyn, Pennsylvania, AMETEK builds electronic instruments and electromechanical devices for industrial customers across the globe. The company operates through two primary segments, supplying precision tools for aerospace, medical, and factory automation applications. Its engineered components support critical infrastructure in multiple industrial sectors.
What to Watch at AMETEK, Inc.
Market participants will look ahead to the company's next earnings report scheduled for October 29, 2026, which will provide fresh data on revenue growth and profit margins. Additional Form 13F filings in upcoming quarters will show whether Raymond James Financial continues building its position or takes profits following recent gains.
Related Filing Alerts
Source: Raymond James Financial's 13F filing on $AME (May 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Raymond James Financial 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts