Tidal Investments Adds $15M in Agilent Technologies, Inc. ($A)
Tidal Investments boosted its Agilent Technologies stake by 71.3%, now holding 257,057 shares.
Key Points
- Tidal Investments increased its stake in Agilent Technologies by 71.3%, adding 106,982 shares for a total of 257,057 shares worth $35.37 million.
- Agilent Technologies, trading at $137.58 on Friday, has a market cap of $38.27 billion and a P/E ratio of 27.2.
- Several analysts, including HSBC and B of A Securities, have maintained a 'buy' rating on Agilent Technologies with price targets up to $165.
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Tidal Investments has significantly increased its holdings in Agilent Technologies, Inc. (NYSE: A), according to the latest Form 13F filing with the SEC. The fund added 106,982 shares during the reporting period, growing its stake by 71.3% to a total of 257,057 shares. This position is valued at approximately $35.37 million.
Tidal Investments vs. the S&P 500
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What Changed in Tidal Investments' Agilent Technologies Position
Tidal Investments boosted its position in Agilent Technologies by 71.3%, adding 106,982 shares to its previous holding of 150,075 shares. The fund's total stake now stands at 257,057 shares, valued at about $35.37 million as of the filing date.
Other Institutional Activity in Agilent Technologies
Institutional activity around Agilent Technologies has been notable. BlackRock, Inc. increased its holdings by 33,738 shares, bringing its total to 25,902,662 shares valued at roughly $2.95 billion, marking a 0.1% increase. Vanguard Capital Management LLC opened a new position with 18,381,030 shares worth approximately $2.10 billion. Similarly, Vanguard Portfolio Management LLC also initiated a new stake with 14,352,682 shares valued at about $1.64 billion. State Street Corp added 82,840 shares, raising its total to 12,764,632 shares with a value of approximately $1.46 billion, reflecting a 0.7% increase. Meanwhile, Massachusetts Financial Services Co. reduced its stake by 1,523,511 shares, now holding 12,624,090 shares valued at around $1.47 billion, a decrease of 10.8%.
Agilent Technologies, Inc. Stock Down 10.6%
Shares of NYSE:A traded near $137.58 on Friday. Agilent Technologies boasts a market cap of $38.27 billion and a P/E ratio of 27.2. The stock has a 52-week low of $108.35 and a high of $160.27. It has a 50-day moving average of $122.18 and a 200-day moving average of $130.49. The company's current ratio is 2.10, with a quick ratio of 1.46 and a debt-to-equity ratio of 49.73.
$A stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Agilent Technologies reported revenue of $7.23 billion, showing a growth rate of 0.1%. The company achieved a net margin of 19.6% and a return on equity of 21.3%. The next earnings report is expected on August 26, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 target cuts vs 1 raises.
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EPS & revenue
EPS beat estimates by 3.8%. Revenue met estimates.
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Profit surprise
EBITDA missed by 4 percent. Operating income missed by 7 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 upgrade, 1 target raise, 5 target cuts.
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Earnings quality
Gross margin up 3.1 points. Operating margin up 3.8 points. Positive free cash flow.
Earnings Call Summary
Agilent delivered a strong second quarter with $1.83 billion in revenue, up 6.3 percent core growth and beating guidance by 80 basis points. Earnings per share came in at $1.49, beating expectations by 7 cents and growing 14 percent year over year. Operating margin expanded 130 basis points to 26.4 percent, well ahead of guidance. The company is seeing robust momentum across its instrument business with double digit growth in LC LCMS and GC driven by replacement cycles and share gains. Diagnostics grew 11 percent led by the Omnis family and cancer offerings. Strategic pricing delivered over 200 basis points of contribution, exceeding the annual target of 100 basis points at midyear. Management credited the Ignite operating system for driving execution excellence and structural improvements.
Guidance Management raised full year revenue and earnings guidance. The company now expects $7.39 to $7.49 billion in annual revenue with core growth of 4.5 to 6.0 percent, up 30 basis points from prior guidance. Earnings per share guidance increased to $6.00 to $6.10, up 8 cents at the midpoint. For the third quarter, they forecast $1.83 to $1.85 billion in revenue with EPS of $1.48 to $1.50.
Clearly negative report. The company missed important expectations and likely triggers downward revisions.
Dividend
Agilent Technologies pays an annual dividend rate of $1.02, yielding 0.75%. The dividend payout ratio is 20.2%.
Insider Buying and Selling at Agilent Technologies, Inc.
Recent insider activity at Agilent Technologies includes several transactions. On June 3, 2026, CEO Padraig McDonnell sold 418 shares at an average price of $137.40. On May 29, 2026, Mikael Dolsten sold 1,600 shares at $135.42. Conversely, on May 19, 2026, Senior Vice President Michael Steven Buckner purchased 8,872 shares. Additionally, on March 19, 2026, Judy Brown bought 2,158 shares.
Analysts Set New Price Targets
Analysts have been active in setting price targets for Agilent Technologies. On June 11, 2026, Piper Sandler initiated coverage with a 'hold' rating and a $150 price target. HSBC maintained its 'buy' rating with a $165 target on June 3, 2026. B of A Securities, RBC Capital, TD Cowen, Barclays, and Wells Fargo have all maintained 'buy' ratings with targets ranging from $145 to $160. The consensus recommendation is 'buy', with an average target price of $160.65 based on 17 analyst opinions.
About Agilent Technologies
Agilent Technologies, Inc. is a leading company in the healthcare sector, specializing in diagnostics and research. Headquartered in Santa Clara, California, Agilent provides solutions for life sciences, diagnostics, and applied chemical markets worldwide. The company operates through segments such as Life Sciences and Diagnostics, Agilent CrossLab, and Applied Markets. Agilent is known for its comprehensive range of products and services, including liquid chromatography, mass spectrometry, genomics, and laboratory software.
Bottom Line
Tidal Investments' significant increase in its Agilent Technologies stake reflects confidence in the company's prospects. While 13F filings are backward-looking, they provide insight into institutional sentiment. Agilent's solid market position and analyst support suggest ongoing interest in its stock.
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