Insider Trading February 26, 2026

Powell Industries Insider Sells $828,905 of Stock Across Two Days

Ten-percent owner Thomas W. Powell disposes of 1,479 shares as company reports strong quarter but mixed revenue results

By Marcus Reed POWL
Powell Industries Insider Sells $828,905 of Stock Across Two Days
POWL

Thomas W. Powell, identified as a 10% owner of Powell Industries (POWL), executed multiple transactions selling a total of 1,479 shares of common stock on February 24 and 25, 2026, according to a Form 4 filed with the SEC. The sales, which generated $828,905, were completed at prices ranging from $560.3004 to $563.651. The insider reduction follows a year in which the stock returned 222%, and occurs amid analyst attention after Powell Industries reported fiscal 2026 earnings that topped estimates while revenue was slightly below expectations.

Key Points

  • Thomas W. Powell, a 10% owner of Powell Industries, sold 1,479 shares on February 24-25, 2026, yielding $828,905 at prices between $560.3004 and $563.651.
  • Following the sales, Powell directly owns 650,472 shares; indirect holdings include 1,623,328 shares via TWP Holdings and 4,000 shares held by Kimberly R. Powell.
  • Powell Industries reported fiscal 2026 adjusted EPS of $3.40 (above $2.94 estimates) and revenue of $251 million, up 4.4% year-over-year but slightly below expectations; Cantor Fitzgerald raised its price target to $481 while keeping a Neutral rating.

Insider sales and sizes

Thomas W. Powell, listed as a ten percent owner of Powell Industries (NASDAQ: POWL), sold 1,479 shares of common stock in a series of transactions on February 24 and 25, 2026, per a Form 4 filing with the Securities and Exchange Commission. The cumulative proceeds from those sales totaled $828,905, with execution prices spanning $560.3004 to $563.651.

The filing breaks down the trades by date and weighted-average prices. On February 24, Powell disposed of 400 shares at a weighted-average price of $560.3004, 412 shares at $561.4402, 223 shares at $562.245, and 124 shares at $563.651. The following day, February 25, a further 318 shares were sold at a weighted-average price of $560.3742. All transactions were executed in multiple tranches as reflected in the Form 4.


Post-transaction ownership

After these sales, the filing shows Powell directly holds 650,472 shares of Powell Industries. The filing also reports indirect holdings of 1,623,328 shares through TWP Holdings, plus 4,000 shares held by Kimberly R. Powell.


Context from recent company results and analyst actions

The insider sale coincides with recent company financial disclosures. Powell Industries began fiscal 2026 with adjusted earnings per share of $3.40, ahead of analyst estimates of $2.94. Revenue for the period rose 4.4% year-over-year to $251 million, a result described in the filing as slightly short of expectations. Market analysts have taken note: Cantor Fitzgerald increased its price target on Powell Industries to $481 from $427 while keeping a Neutral rating.

Separately, analysis from InvestingPro cited in the filing indicates that while the stock produced a strong 222% return over the past year, its current valuation may be rich. InvestingPro is noted to provide further coverage, including 18 additional ProTips and a full Pro Research Report on Powell Industries.


What the filing does and does not show

The SEC Form 4 documents the share disposition, the exact amounts realized, and the owner’s remaining direct and indirect holdings. The filing does not provide explanations for the sales or the motivations behind them, and it does not alter the reported ownership totals beyond the numbers disclosed.

Readers should note the filing records the transactions and related holdings; it does not offer a rationale for the trades or an assessment of future company performance.

Risks

  • Valuation concern: InvestingPro analysis cited in the filing suggests the shares may be overvalued at current levels, which could affect investor sentiment.
  • Revenue uncertainty: Although EPS beat estimates, reported revenue of $251 million was slightly below expectations, introducing uncertainty around near-term top-line momentum.
  • Limited transparency on motivations: The Form 4 records the sale amounts and resulting holdings but does not explain the insider’s rationale, leaving the intent behind the transactions unclear.

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