Franklin Electric Co., Inc. (FELE)

Over the past six months, Franklin Electric's stock has been influenced by quarterly earnings reports, dividend declarations, analyst updates, and corporate actions. The company reported its second-quarter 2025 results with an EPS of $1.31, surpassing analyst estimates. In the third quarter of 2025, revenue increased by 9.5% year-over-year, exceeding analyst estimates, but the reported EPS slightly missed expectations, leading to a stock drop. Franklin Electric declared quarterly dividends of $0.265 per share on July 28, 2025, and October 27, 2025. Analysts have updated their price targets for FELE, with a consensus "Hold" rating. Franklin Electric announced the repurchase of company shares and appointed Jennifer Wolfenbarger as Chief Financial Officer and Daniela Williams as Chief Human Resources Officer in July 2025.

Demand for Franklin Electric's products and services exhibits some seasonal patterns. The company anticipates tempered order activity towards the end of the year, with inventory levels in line with normal seasonal patterns. The operating margin of the Distribution segment can be impacted by seasonality and commodity pricing pressures. While the residential groundwater market is expected to remain stable, agricultural demand is less predictable, and weather patterns can influence sales.

Franklin Electric Co., Inc. is a global leader in engineering, manufacturing, and distributing systems and components for water and fuel movement and management, operating within the industrial and commercial sectors. The company's core business provides innovative solutions for water and fuel transfer, including submersible electric motors, pumps, electronic controls, water treatment systems, fueling equipment, and related accessories. The company operates through three segments: Water Systems, which designs and sells water pumping systems for various applications; Energy Systems, which designs and sells equipment for fueling system applications; and Distribution, which operates as a collection of groundwater distributors.

Franklin Electric has a significant global market presence with manufacturing facilities in the United States, Germany, Czech Republic, Italy, Turkey, Mexico, Brazil, Australia, South Africa, China, and Japan. Its sales offices and distribution networks are strategically located throughout North America, Europe, Asia, and Latin America.

Franklin Electric has a strong and positive brand reputation, recognized for its commitment to responsible innovation and sustainable manufacturing. The company was recognized in Newsweek's lists of America's Most Responsible Companies and Most Trustworthy Companies for 2024. It was also named among the Best Places to Work in Indiana for 2024. USA Today recognized Franklin Electric as one of America's Climate Leaders for 2024.

The ownership structure of Franklin Electric Co., Inc. is predominantly institutional. Institutional investors hold a substantial portion of the company's shares. Insiders hold a modest stake of the company's stock. Public companies and individual investors collectively own a portion of the stock.