Insider Trading February 25, 2026

Enpro Director Disposes $349K in Stock as Shares Trade Near Yearly High

John Humphrey sells 1,300 shares while company posts strong quarterly results and receives analyst upgrade

By Hana Yamamoto NPO
Enpro Director Disposes $349K in Stock as Shares Trade Near Yearly High
NPO

Enpro Inc director John Humphrey sold 1,300 shares on February 25, 2026, for roughly $349,297 as the stock traded close to its 52-week peak. The filing shows Humphrey retains direct and indirect holdings and a substantial position in phantom share units. The transaction coincides with EnPro Industries reporting better-than-expected fourth-quarter results and a KeyBanc price-target increase amid firm forecasts for 2026 growth.

Key Points

  • Director John Humphrey sold 1,300 shares on February 25, 2026, receiving $349,297 at prices between $268.39 and $269.10.
  • After the sale Humphrey retains 4,429 directly owned shares, 3,200 indirectly held via a Grantor Retained Annuity Trust, and 17,824 phantom share units.
  • EnPro reported a 26.8% increase in adjusted EPS for the fourth quarter and received a price-target increase from KeyBanc, which raised its target from $260 to $310 and kept an Overweight rating.

Transaction overview

Director John Humphrey of Enpro Inc (NYSE:NPO) executed a sale of 1,300 common shares on February 25, 2026. The Form 4 filing with the Securities and Exchange Commission records the sale prices as ranging between $268.39 and $269.10, producing a gross proceeds figure of $349,297. The disposal occurred while NPO shares were trading close to their 52-week high of $286.35 and after a 12-month return of around 40%.

Post-sale ownership

Following the reported transaction, Humphrey is shown as directly owning 4,429 shares. He also maintains an indirect interest in 3,200 shares held via a Grantor Retained Annuity Trust. In addition to these equity positions, Humphrey continues to beneficially own 17,824 phantom share units, which are derivative securities and remain part of his overall compensation and ownership profile.

Valuation snapshot

Separately, InvestingPro analysis cited in the filing materials indicates that NPO currently appears overvalued when compared to its Fair Value assessment. The stock is trading at a price-to-earnings ratio of 141.6 per that analysis, a metric that investors and analysts use to gauge relative valuation.

Corporate results and analyst response

EnPro Industries recently reported fourth-quarter results that exceeded analyst expectations. The company disclosed a 26.8% increase in adjusted earnings per share, a gain attributed in the filing to solid performance in the Sealing Technologies segment and to improving demand in the semiconductor end market. In the wake of those results, KeyBanc adjusted its price target for EnPro Industries upward from $260 to $310 while retaining an Overweight rating. The firm pointed to growth momentum in both the AST and Sealing segments as underlying reasons for the revision.

Outlook

EnPro Industries has forecasted solid growth for 2026, signaling management confidence in its current strategies and business trajectory. The insider sale, combined with the company's reported operational momentum and the analyst upgrade, presents investors with a mix of data points on ownership activity, valuation, and near-term prospects.


Summary of key facts:

  • Sale date: February 25, 2026
  • Shares sold: 1,300
  • Price range: $268.39 - $269.10
  • Gross proceeds: $349,297
  • Humphrey direct ownership after sale: 4,429 shares
  • Indirect ownership via GRAT: 3,200 shares
  • Phantom share units beneficially owned: 17,824 units
  • Stock 52-week high: $286.35; 12-month return: 40%
  • InvestingPro P/E ratio: 141.6
  • Q4 adjusted EPS increase: 26.8%
  • KeyBanc price target: raised from $260 to $310; rating: Overweight

Risks

  • Valuation risk - InvestingPro analysis indicates NPO is trading above its Fair Value with a P/E ratio of 141.6, suggesting potential downside if earnings expectations do not materialize.
  • Market sensitivity - The stock is trading near its 52-week high and has returned about 40% over the past year, which could increase volatility for investors if sentiment shifts.
  • Concentration in end markets - EnPro's recent EPS improvement was driven by Sealing Technologies and improving semiconductor demand; those segment dynamics could affect near-term performance if end-market conditions change.

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