Illinois Tool Works Inc. ($ITW) Stock Forecast: Up 6.2% Today

What is Illinois Tool Works Inc.?

Illinois Tool Works (ITW) is a diversified industrial manufacturer with a focus on profitable customer segments and operational efficiency. The company has demonstrated resilience through various business cycles and is known for its consistent dividend growth over the years.

Why is Illinois Tool Works Inc. going up?

ITW stock is up 6.2% on Feb 3, 2026 17:07

• ITW reported stronger-than-expected Q4 2025 earnings, exceeding EPS forecasts and revenue expectations, which likely boosted investor confidence in the company's performance.
• Maintaining dividend growth for 62 consecutive years showcases ITW's stability and long-term strategic planning, contributing to positive market sentiment.
• The company's optimistic outlook for 2026, with projected earnings and revenue growth, along with better operating margins, likely contributed to the bullish movement in ITW stock.
• Despite a "Reduce" consensus rating from analysts, the positive earnings insights and revenue growth reported by ITW in the recent quarter may have outweighed any concerns, leading to the stock opening higher and trading above the target price.

ITW Price Chart

ITW Technical Analysis

ITW News

Earnings call transcript: Illinois Tool Works beats Q4 2025 earnings forecast

Illinois Tool Works (ITW) reported stronger-than-expected Q4 2025 earnings, exceeding EPS forecasts with $2.72 and revenue expectations at $4.1 billion. Despite these positive results, the stock saw a slight dip in pre-market trading, reflecting cautious market sentiment. The company projects 1%-3% organic growth and 2%-4% total revenue growth for 2026, with an EPS range of $11 to $11.40, driven by strategic positioning and customer-backed innovation.

https://www.investing.com/news/transcripts/earnings-call-transcript-illinois-tool-works-beats-q4-2025-earnings-forecast-93CH-4482396

Illinois Tool Works (ITW) Maintains Dividend Growth Through Business Cycles

Illinois Tool Works (ITW) has maintained dividend growth for 62 consecutive years, demonstrating resilience through various business cycles, including the financial crisis. The company operates through seven segments using its "80/20 Front-to-Back" model, focusing on profitable customers and operational discipline. While its current payout ratio is above management's long-term comfort zone, suggesting future dividend increases may track earnings more closely, its strong competitive edge from scale, customer relationships, and intellectual property supports its long-term stability.

https://finviz.com/news/297255/illinois-tool-works-itw-maintains-dividend-growth-through-business-cycles

Illinois Tool Works (NYSE:ITW) Updates FY 2026 Earnings Guidance

Illinois Tool Works (NYSE:ITW) has released its FY 2026 earnings guidance, projecting an EPS of $11.00-$11.40 and revenue of $16.4 billion-$16.7 billion, which is largely in line with or above analyst expectations. The company recently reported Q4 earnings per share of $2.72, surpassing the consensus estimate. Despite a "Reduce" consensus rating from analysts, ITW shares opened higher following the announcement, trading above the MarketBeat consensus target price.

https://www.marketbeat.com/instant-alerts/illinois-tool-works-nyseitw-updates-fy-2026-earnings-guidance-2026-02-03/

Illinois Tool Works: Q4 Earnings Insights

Illinois Tool Works (NYSE: ITW) announced its Q4 earnings, reporting an EPS of $2.72, which surpassed the estimated $2.68 by 1.0%. Revenue increased by $161.00 million compared to the same period last year. The company also provided guidance for FY 2026, anticipating earnings between $11.0 and $11.4 per share.

https://www.benzinga.com/insights/earnings/26/02/50331190/illinois-tool-works-q4-earnings-insights

Illinois Tool Works tops quarterly estimates amid better operating margins (ITW:NYSE)

Illinois Tool Works (ITW) surpassed Wall Street's earnings and revenue estimates for the recent quarter, driven by strong operational performance and better operating margins. The company reported $4.1 billion in revenue, a 4.1% year-over-year increase, and provided an optimistic outlook for 2026, forecasting 7% earnings growth and sustained revenue growth across all segments.

https://seekingalpha.com/news/4546195-illinois-tool-works-tops-quarterly-estimates-amid-better-operating-margins

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Illinois Tool Works Inc. Price History

07.00.2026 - ITW Stock was down 0.4%

• Allspring Global Investments Holdings LLC increased its stake in ITW by 20% in Q3, showing confidence in the company. Mixed to negative analyst sentiment and slightly missed revenue projections could have contributed to the recent bearish movement.
• ITW has demonstrated steady earnings growth, perceived as slightly undervalued by analysts. However, concerns about softer organic growth and market pressures in automotive and construction sectors may have impacted the stock price.
• The slight pullback in ITW's stock price following a year of solid gains suggests investors are cautious despite Wall Street's optimistic outlook. This caution, along with valuation worries, may have influenced the recent bearish trend.
• ITW, a strong player in niche manufacturing markets, could have been affected by broader market sentiment and the recent decline in industrial stocks.

10.11.2025 - ITW Stock was up 2.7%

• ITW demonstrated a significant bullish movement today, despite a Sell rating and $245 price target from Wells Fargo.
• An analysis based on pricing indicated a neutral sentiment towards ITW. However, the market responded positively, suggesting a divergence in investor perceptions regarding the stock's potential.
• The upsurge in ITW's stock value may be linked to investors focusing on the company's fundamentals and growth prospects, rather than solely relying on analyst evaluations.
• The unexpected bullish movement in ITW's performance could be a result of investors reevaluating the company's value and growth outlook, resulting in increased buying activity.

24.09.2025 - ITW Stock was down 5.1%

• ITW reported a 6% rise in earnings per share, surpassing expectations, while its revenue of $4.06 billion fell short of estimates, resulting in a decline in the stock price.
• The company's revised full-year forecast and lower-than-anticipated revenue growth of 2.3% year over year could have prompted investor worries and the stock's downward trend.
• Despite the positive earnings outcome, the market's reaction to the challenges in the Construction segment and currency exchange impacts highlighted in the Q3 results may have been negative.
• Investors could be adopting a cautious stance towards ITW's future trajectory, monitoring how the company addresses issues in specific segments and sustains its earnings growth momentum.

03.01.2026 - ITW Stock was up 5.2%

• ITW's strong bullish movement today can be attributed to its impressive Q4 earnings and optimistic guidance for FY 2026.
• The company exceeded expectations in both revenue and earnings, showcasing robust operational performance and improved operating margins.
• ITW's positive financial outlook, with anticipated earnings growth and sustained revenue across all segments, has likely instilled confidence in investors, driving the stock's upward trajectory.
• Despite some previous negative EPS revisions, ITW's solid performance over the last few months and positive market sentiment towards its future prospects have contributed to the bullish momentum in its stock price.

03.01.2026 - ITW Stock was up 6.2%

• ITW reported stronger-than-expected Q4 2025 earnings, exceeding EPS forecasts and revenue expectations, which likely boosted investor confidence in the company's performance.
• Maintaining dividend growth for 62 consecutive years showcases ITW's stability and long-term strategic planning, contributing to positive market sentiment.
• The company's optimistic outlook for 2026, with projected earnings and revenue growth, along with better operating margins, likely contributed to the bullish movement in ITW stock.
• Despite a "Reduce" consensus rating from analysts, the positive earnings insights and revenue growth reported by ITW in the recent quarter may have outweighed any concerns, leading to the stock opening higher and trading above the target price.

30.09.2024 - ITW Stock was up 2.6%

• Strong third-quarter 2024 results were reported by ITW, likely surpassing market expectations and resulting in a bullish movement in its stock.
• The company's performance was supported by strength in the Automotive OEM and Specialty Products units, counterbalancing any weaknesses in the Welding segment.
• Investor confidence and positive market movement might have been influenced by the Board of Directors at ITW declaring a quarterly dividend.
• Overall, ITW's robust financial performance and strategic decisions appear to have propelled the bullish trend in its stock price.

02.00.2026 - ITW Stock was up 1.1%

• Despite cautious sentiment with a consensus "Reduce" rating, Illinois Tool Works Inc. (ITW) experienced a strong bullish movement today.
• The reduction in short interest as a percent of float by 5.07% suggests a potential shift towards a more bullish market sentiment, indicating increased confidence in the company's performance.
• Institutional investors like Brendel Financial Advisors LLC and Pacer Advisors Inc. significantly increased their stakes in ITW, signaling confidence in the company's fundamentals and growth prospects.
• The positive market movement could be attributed to ITW's strong Q3 earnings report, beating EPS estimates, and the announcement of a quarterly dividend, highlighting solid company performance despite mixed-to-negative sentiment.

05.08.2023 - ITW Stock was down 1.9%

• The bearish movement in ITW's stock today could be attributed to the following factors:
• 1. Disappointing earnings: The article mentioning ITW's last earnings report could suggest that the company's financial performance fell short of expectations. This could have negatively impacted investor sentiment and led to the bearish movement.
• 2. Dividend concerns: an article from Zacks Commentary discussing the potential as a dividend stock might have raised concerns about ITW's ability to maintain or increase its dividend payments. If investors perceive the dividend prospects to be uncertain, it could have contributed to the bearish market movement.
• 3. Overall market sentiment: While not explicitly mentioned in the provided articles, the broader market conditions and investor sentiment could have influenced ITW's bearish movement. If there was a general downturn in the market or concerns about the economy, it could have impacted ITW's stock negatively.

24.09.2023 - ITW Stock was down 2.0%

• ITW reported an increase in Q3 income, beating Street estimates.
• However, the company's revenue fell short of expectations.
• Despite beating earnings estimates, the flat year-over-year revenue growth and missing revenue expectations may have contributed to the bearish movement in ITW's stock.
• Investors may have been disappointed by the revenue miss, leading to a negative market reaction.

14.05.2024 - ITW Stock was down 1.7%

• The upgrade of Illinois Tool Works (ITW) to a "buy" rating did not seem to have an immediate positive impact on the stock price.
• Despite being considered a great dividend stock, the bullish sentiment surrounding ITW's dividend performance did not translate into a positive market movement today.
• The bearish movement of ITW could be attributed to broader market conditions or specific company-related factors not covered in the provided sources.
• Investors might be reacting to other news or developments impacting ITW that were not highlighted, leading to the bearish movement in the stock price.

15.02.2024 - ITW Stock was up 0.1%

• ITW stock received a Buy rating from a financial institution, citing attractive shareholder returns, which likely boosted investor confidence and interest in the company.
• The mention of ITW as one of the "Dividend Kings" alongside other reputable companies like P&G and Coke, despite expensive valuations, could have attracted income-focused investors to ITW.
• The options movement at a competitor in the welding space, where a board member exercised stock options, might have indirectly influenced ITW's stock positively by highlighting the overall strength and potential growth in the industrial sector.
• Overall, the combination of positive analyst ratings, income potential, and industry movements could have contributed to the strong bullish movement in ITW's stock today.