NYSE: ITW

Illinois Tool Works (ITW) Stock Analysis & Forecast

Illinois Tool Works Inc. Producer manufacturing sector, auto parts: oem industry. Market cap $77.51B.

$269.42+1.91 (+0.7%)

Close on Sep 18, 2026. Page updated Sep 19, 9:17 pm ET.

Gekko Brief

AI summary

ITW closes at $269.42, up 0.7%, with the stock sitting between its 50-day average of $279.92 and 200-day average of $267.89. The GekkoIndex reads 65.7, placing the stock in the Accumulation zone. Price sits 6.9% above Gekko Fair Value of $251.96. Over the past month the stock is down 5.2%, though it remains up 2% over three months and 2.6% over the past year, with a 52-week range of $238.82 to $303.15.

Recent commentary points to consistent organic growth and disciplined capital allocation, with mentions of ITW's 59-year streak of dividend increases and a forward yield near 2.57%, alongside notes that the stock trades just below fair value by that account. Segment-level strength is cited across Welding, Polymers & Fluids, Test & Measurement and Electronics, Construction Products, and Specialty Products, described as showing positive momentum despite broader economic headwinds. Coverage also compared ITW's daily trading performance against peers and against the S&P 500 and Dow Jones Industrial Average, with mixed relative results on different sessions.

The next earnings date falls on 23 October 2026, 33 days out, beyond a typical 20-trading-day window; the prior quarter posted EPS of $2.72 against a $2.69 estimate, with a 9.3% reaction, following eight straight beats over eight quarters. In the last 90 days, Congress recorded 1 buy and 0 sells. Seasonality from this point has averaged -0.6% over 20 trading days across 5 years, with gains in 2 of those years. Consensus among 6 analysts includes 1 buy, 4 hold, and 1 sell ratings, with a $302.50 average target.

Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.

Price vs fair value

Close $269.42200-day averageGekko Fair Value $251.96

Key stats

Market cap
$77.51B
P/E ratio
24.2
Forward P/E
21.7
EPS, TTM
$11.05
Revenue, TTM
$16.47B
Profit margin
19.4%
Dividend yield
2.41%
Beta
1.00
Volume
2.00M avg 1.11M
1-year return
+2.6%
Typical daily move
±1.8%
Typical 20-day move
±3.8%
50-day average
$279.92
200-day average
$267.89
Next earnings
Oct 23
Shares outstanding
284.8M
52-week range
$238.82$303.15

Illinois Tool Works swing-trade checklist

Illinois Tool Works scores 3 supportive, 1 mixed and 2 headwinds across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed2 headwinds

  • Trendmixed

    Averages disagree

    Close $269.42 sits between the 50-day ($279.92) and 200-day ($267.89) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    65.7, Accumulation

    Reading 65.7 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valueheadwind

    6.9% above

    Price is 6.9% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: Congress 1 buy / 0 sales.

    See smart money
  • Earnings risksupportive

    Reports in 33 days

    Next report Oct 23, 2026, 33 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −0.6% on average

    From this point in the calendar, the next 20 trading days averaged −0.6% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Illinois Tool Works stock chart and price history

Illinois Tool Works closed at $269.42 on Sep 18, 2026, +2.6% over the past year, inside a 52-week range of $238.82 to $303.15.

Close50-day average200-day averageVolume

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−5.2%
3 months
+2.0%
6 months
+3.4%
1 year
+2.6%
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About Illinois Tool Works

Illinois Tool Works makes and supplies a broad range of industrial products and equipment used across manufacturing and commercial settings. It is best known for the variety of niches it serves, from components used in vehicle assembly to appliances found in commercial kitchens. The company groups its work into seven areas: Automotive OEM, Food Equipment, Test & Measurement and Electronics, Welding, Polymers & Fluids, Construction Products, and Specialty Products, spanning items such as fastening systems, welding machines and consumables, adhesives and fluids, testing equipment, and packaging and marking machinery.

Its customers include automakers and their parts suppliers, commercial food service operators, builders and construction firms, general industrial companies, and buyers in the automotive aftermarket. Illinois Tool Works reaches these customers both by selling directly to manufacturers and through a network of independent distributors, giving it a presence across several different end markets rather than a single one.

Illinois Tool Works was founded in 1912 and is headquartered in Glenview, Illinois. Its shares are listed on the NYSE under the ticker ITW.

Listed
NYSE
Sector
Producer manufacturing
Industry
Auto parts: OEM
Website
itw.com

Illinois Tool Works GekkoIndex: the smart money zone

Illinois Tool Works’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.7, in the Accumulation zone, down 3.6 points over five sessions.

010065.7Accumulation

Down 3.6 points over five sessions.

Reading for Sep 18, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying46+0.4%+0.6%+0.7%+0.4%
Accumulation (current zone)1950.0%+0.6%+1.2%+2.9%
Neutral397+0.1%0.0%+0.2%+0.2%
Distribution23−0.3%−1.2%−3.9%−5.0%
Selling1Too few readings yet

Average ITW share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the ITW price, zone by zone.Track ITW in Gekko

Is Illinois Tool Works stock overvalued? Gekko Fair Value

Illinois Tool Works trades 6.9% above Gekko Fair Value of $251.96, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Illinois Tool Works shares are worth, recalculated every trading day.

$251.96

Gekko Fair Value, Sep 19, 2026

6.9% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ITW in Gekko

Illinois Tool Works insider and Congress trading

No open-market insider purchases were filed for Illinois Tool Works, and members of Congress disclosed 1 purchase and 0 sales, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ITW in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ITW insider filing, plotted on the chart in Gekko.Open ITW in Gekko

Congress trades last 90 days

1trade disclosed: 1 purchase and 0 sales.

MemberTypeAmountDisclosed
Ro Khanna
House, CA, purchase
Purchase$1,001 - $15,000Sep 7
traded Aug 10

From congressional disclosures, which report amounts as ranges.

Buybacks

Illinois Tool Works has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$750.0M
As a share of market cap
0.97%
Trailing four quarters
$1.88B

From company filings.

Hedge funds and billionaires quarter ended Dec 31

1of the funds Gekko tracks holds ITW.

0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

Illinois Tool Works earnings: next date and track record

Illinois Tool Works reports on Oct 23, 2026 (33 days away), and beat the EPS estimate in 8 of its last 8 reports.

8 of 8reports beat the EPS estimate
±2.6%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−2.8%Apr ’24−0.3%Jul ’24+2.0%Oct ’24+0.2%Feb ’25−1.0%Apr ’25−1.4%Jul ’25−3.7%Oct ’25+9.3%Feb ’26

Last earnings call, Feb 3, 2026 AI summary

What they said
Illinois Tool Works Inc. (ITW) delivered a solid Q4 and full-year 2025 performance, with revenue growth of 4.1% (organic 1.3%), GAAP EPS up 7% to $2.72 in Q4, and record operating margins (segment margins 27.7%). Management highlighted strong execution, enterprise initiatives contributing significant margin improvement (~140 bps in Q4), and CBI (customer-backed innovation) contributing 2.4% to revenue in 2025 and progressing toward a 3%+ target by 2030 (patent filings up). Guidance for 2026: organic growth 1%-3%, revenue growth 2%-4% (midpoint EPS $11.20 implied), margin improvement across all segments supported by enterprise initiatives (~100 bps) and higher incremental margins (mid-to-high 40s%). Free cash flow conversion robust; share repurchases continued ($375M). Geographic notes: North America modest growth, Asia Pacific/China strong, Europe softer. Management expects typical seasonality (Q1 softer), expects continued improvement in semiconductors/test & measurement and construction commercial pockets, and remains opportunistic on M&A but selective due to valuations. Risks include inflationary pressures (wages, benefits), potential variability in demand cycles (semiconductor cyclical), and valuation/market headwinds for M&A.
Guidance
Organic growth 1%-3% for 2026; revenue growth 2%-4% for 2026; EPS guidance midpoint of $11.20; segment margin improvement expected with enterprise initiatives (~100 bps contribution) and incremental margins mid-to-high 40s; typical seasonality (Q1 lower), expect full-year EPS split ~47/53 first half/second half.
Risks flagged
Risks mentioned: macro/cyclical demand variability (esp. semiconductors and residential construction); inflation in wages and benefits offsetting margin gains; potential valuation challenges for acquisitions; seasonality; possible lumpiness in segments (commercial construction).
ReportedEPSSurpriseRevenueSurpriseMove
Feb 3, 2026$2.72
est $2.69
+1.1%$4.09B
est $4.06B
+0.7%+9.3%
Oct 24, 2025$2.81
est $2.75
+2.2%$4.06B
est $4.08B
−0.5%−3.7%
Jul 30, 2025$2.58
est $2.56
+0.8%$4.05B
est $4.02B
+0.7%−1.4%
Apr 30, 2025$2.38
est $2.34
+1.7%$3.84B
est $3.84B
−0.1%−1.0%
Feb 5, 2025$2.54
est $2.50
+1.6%$3.93B
est $3.98B
−1.3%+0.2%
Oct 30, 2024$3.91
est $2.52
+55.2%$3.97B
est $4.02B
−1.3%+2.0%
Jul 30, 2024$2.54
est $2.47
+2.8%$4.03B
est $4.08B
−1.3%−0.3%
Apr 30, 2024$2.44
est $2.36
+3.4%$3.97B
est $4.03B
−1.4%−2.8%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Illinois Tool Works stock forecast and analyst price targets

Analysts’ average 12-month price target for Illinois Tool Works is $302.50, +12.3% from the last close, from 6 firms rating the stock in the last 90 days.

$302.50consensus 12-month target, +12.3% from the last close
Low $286High $350
Buy1
Hold4
Sell1

Each firm’s latest rating in the last 90 days: 6 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Jul 29UBSHold, maintained$300+11.4%
Jul 29Truist FinancialHold, reiterated$308+14.3%
Jul 29J.P. MorganBuy, reiterated$350+29.9%
Jul 29CitiHold, maintained$317+17.7%
Jul 29Robert W. BairdHold, maintained$297+10.2%
+1.2%average 20-day move after past Accumulation readings
−0.6%average move over the next 20 trading days in the last 5 years
±1.8%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Illinois Tool Works seasonality: the next 20 trading days

Over the next 20 trading days from Sep 19, Illinois Tool Works averaged −0.6% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

+2.9%2021−3.3%2022−0.9%2023+1.0%2024−4.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−1.2%2 of 5
Next 10 trading days−1.8%1 of 5
Next 15 trading days−2.4%1 of 5
Next 20 trading days−0.6%2 of 5
Next 30 trading days+1.3%3 of 5

For scale, ITW’s typical 20-trading-day move in either direction is about 3.8%.

Illinois Tool Works market cap and key statistics

Illinois Tool Works’s market cap is $77.51B, with a P/E ratio of 24.2 and revenue of $16.47B over the last twelve months.

Valuation

Market cap
$77.51B
P/E ratio
24.2
Forward P/E
21.7
EPS, TTM
$11.05
Gekko Fair Value
$251.96

Trading

Volume
2.00M
Avg volume, 20 days
1.11M
52-week high
$303.15
52-week low
$238.82
Shares outstanding
284.8M

Financials

Revenue, TTM
$16.47B
Profit margin
19.4%
Return on equity
104.6%
Quarterly earnings growth, YoY
+10.1%

Risk and income

Beta
1.00
Typical daily move
±1.8%
Typical 20-day move
±3.8%
Dividend yield
2.41%

Illinois Tool Works stock news this week

Coverage of Illinois Tool Works this week reads positive: 2 positive, 1 neutral and 0 negative headlines.

News sentiment positive

Illinois Tool Works peers

Illinois Tool Works’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
CMICummins+1.4%Accumulation1.5% below
ITTITT+0.8%Neutral9.6% above
MGAMagna International−0.6%Accumulation11.5% above
DCIDonaldson+0.5%Buying4.0% above
ALSNAllison Transmission−2.3%Accumulation3.6% above
ALVAutoliv0.0%Accumulation9.3% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Illinois Tool Works stock FAQ

What is Illinois Tool Works’s market cap?

Illinois Tool Works’s market cap is $77.51B at the Sep 18, 2026 close of $269.42, with 284.8M shares outstanding. The shares trade on a P/E ratio of 24.2.

What is the Illinois Tool Works stock forecast?

The consensus analyst 12-month price target for Illinois Tool Works is $302.50, +12.3% from the last close. Of the 6 firms that rated the stock in the last 90 days, 1 rate it a buy, 4 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.

Is Illinois Tool Works stock overvalued or undervalued?

On Gekko’s estimate Illinois Tool Works is overvalued: the Sep 18, 2026 close of $269.42 is 6.9% above Gekko Fair Value of $251.96. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Illinois Tool Works report earnings next?

Illinois Tool Works is expected to report on Oct 23, 2026 (33 days away). Analysts expect earnings of $2.98 per share on revenue of $4.25B. Illinois Tool Works beat the earnings estimate in 8 of its last 8 reports, moving 2.6% on average across the report.

What is Illinois Tool Works’s 52-week high and low?

Illinois Tool Works’s 52-week high is $303.15 and its 52-week low is $238.82; it closed at $269.42 on Sep 18, 2026, +2.6% over the past year.

Is Illinois Tool Works stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (gekkoindex, smart money and earnings risk), 1 as mixed (trend) and 2 as headwinds (fair value and seasonality). The checklist is a description of current data, not a recommendation.

How this page works

Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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