POWLNasdaqSwitchgear & Switchboard ApparatusFiscal year ends September 30
POWELL INDUSTRIES INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$165.76+0.62 (+0.38%)
Close on Oct 19, 2026
- Market cap
- $6.07B
- P/E (TTM)
- 31.8
- Dividend yield
- 0.21%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
75.2%
27M of 36M shares
Institutional holders
580
155 new, 42 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 70 sales
Net sold $68.38M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The Charger Corporation | 715,605 | 5.93% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 3,517,738 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
| Thomas W. Powell | 2,334,593 | 19.48% | 13D (active) amendment | Oct 8, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of POWL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,608,659 | 9.91% | $1.03B | −609,560 | 0.02% |
| Vanguard Portfolio Management LLC | 1,557,700 | 4.28% | $446.06M | +406,903 | 0.02% |
| First Trust Advisors LP | 1,426,981 | 3.92% | $408.63M | −122,672 | 0.24% |
| Vanguard Capital Management LLC | 1,282,082 | 3.52% | $367.14M | +8,255 | 0.01% |
| Dimensional Fund Advisors LP | 974,940 | 2.68% | $279.17M | +4,155 | 0.05% |
| State Street Corp | 955,989 | 2.62% | $273.76M | −131,322 | 0.01% |
| Invesco Ltd. | 769,537 | 2.11% | $220.36M | +44,113 | 0.02% |
| Morgan Stanley | 768,106 | 2.11% | $219.96M | −47,882 | 0.01% |
| Fisher Asset Management, LLC | 731,619 | 2.01% | $209.51M | −39,126 | 0.06% |
| Geode Capital Management, LLC | 668,799 | 1.84% | $191.56M | −59,772 | 0.01% |
| Jane Street Group, LLC | 562,655 | 1.54% | $161.12M | +99,452 | 0.01% |
| Jacobs Levy Equity Management, Inc | 441,456 | 1.21% | $126.42M | +69,636 | 0.45% |
| GW&K Investment Management, LLC | 410,122 | 1.13% | $117.44K | −191,483 | 0.92% |
| Federated Hermes, Inc. | 375,292 | 1.03% | $107.47M | −94,964 | 0.15% |
| UBS Group AG | 367,666 | 1.01% | $105.28M | −70,760 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 346,701 | 0.95% | $99.28K | +120,708 | 0.01% |
| Jupiter Topco LLC | 327,667 | 0.90% | $93.84M | New | 0.04% |
| Goldman Sachs Group Inc | 308,450 | 0.85% | $88.33M | −70,915 | 0.01% |
| Rockefeller Capital Management L.P. | 297,517 | 0.82% | $85.20M | −2,234 | 0.13% |
| Capital World Investors | 295,225 | 0.81% | $84.54M | +7,684 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 580 | 27M | 75.2% | 155 / 164 | 213 / 42 | 3M | 4M |
| Q1 2026 | 477 | 29M | 78.6% | 101 / 153 | 177 / 41 | 6M | 4M |
| Q4 2025 | 423 | 29M | 79.5% | 72 / 143 | 155 / 55 | 3M | 11M |
| Q3 2025 | 412 | 38M | 100.0% | 80 / 138 | 144 / 39 | 8M | 3M |
| Q2 2025 | 374 | 34M | 92.1% | 74 / 133 | 123 / 38 | 10M | 6M |
| Q1 2025 | 341 | 35M | 96.5% | 67 / 132 | 107 / 72 | 8M | 5M |
| Q4 2024 | 351 | 32M | 89.0% | 84 / 122 | 116 / 52 | 5M | 6M |
| Q3 2024 | 324 | 33M | 91.6% | 90 / 105 | 98 / 31 | 9M | 6M |
| Q2 2024 | 267 | 35M | 95.8% | 62 / 93 | 92 / 28 | 11M | 5M |
| Q1 2024 | 236 | 30M | 81.3% | 76 / 73 | 72 / 21 | 7M | 3M |
| Q4 2023 | 182 | 26M | 71.6% | 34 / 64 | 61 / 16 | 4M | 3M |
| Q3 2023 | 165 | 25M | 67.8% | 40 / 49 | 60 / 18 | 3M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of POWL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,711,301 | 4.70% | $490.05M | 0.44% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 996,272 | 2.73% | $285.29M | 2.48% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 926,243 | 2.54% | $265.24M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 668,628 | 1.84% | $191.47M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 384,993 | 1.06% | $110.25M | 0.23% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 334,761 | 0.92% | $95.86M | 0.84% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 325,819 | 0.89% | $93.30M | 0.10% | Jun 30, 2026 |
| Invesco Discovery Fund | 311,958 | 0.86% | $88.73M | 1.13% | May 31, 2026 |
| SMALLCAP World Fund Inc | 287,541 | 0.79% | $82.34M | 0.09% | Jun 30, 2026 |
| TCW Transform Systems ETF | 280,824 | 0.77% | $58.60M | 4.03% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 269,907 | 0.74% | $56.32M | 0.29% | Jul 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 268,116 | 0.74% | $76.26M | 0.56% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 260,753 | 0.72% | $74.67M | 0.44% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 255,747 | 0.70% | $53.37M | 1.76% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 255,364 | 0.70% | $73.13M | 0.89% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Brett Alan Cope | President & CEO, Director | 512,733 | 1.41% | Aug 14, 2026 |
| Michael William Metcalf | Exec Vice President | 82,207 | 0.23% | Jul 1, 2026 |
| Peter G. Hoglund | Vice Pres, Global Service | 5,394 | 0.01% | Jun 29, 2026 |
| James Edgar Johnson Jr | Vice President, Operations | 1,100 | 0.00% | May 28, 2026 |
| William Marshall Mauney Jr | Vice President, R&D | 11,864 | 0.03% | May 13, 2026 |
| David L. Eckenrode | Assistant Secretary/Treasurer | 443 | 0.00% | Feb 12, 2026 |
| Ping Ni | Corp Controller | 2,023 | 0.01% | Feb 12, 2026 |
| John Birchall | Managing Director | 6,567 | 0.02% | Feb 10, 2026 |
| Terry B. McKertcher | Vice President, Operations | 4,433 | 0.01% | Feb 9, 2026 |
| Davide Tuninetti | CHIEF HUMAN RESOURCE OFFICER | 1,070 | 0.00% | Feb 4, 2026 |
| Frederick N. Mudge | Vice President, Operations | 31,088 | 0.09% | Jan 6, 2026 |
| Robert B. Callahan | Chief Human Resource Officer | 17,100 | 0.05% | Dec 23, 2024 |
| Richard E. Williams | Director | 37,380 | 0.10% | Aug 17, 2026 |
| Mohit Singh | Director | 2,730 | 0.01% | Jun 1, 2026 |
| Katheryn Baucom Curtis | Director | 5,960 | 0.02% | Feb 19, 2026 |
| Mark W. Smith | Director | 430 | 0.00% | Feb 19, 2026 |
| James W. McGill | Director | 10,360 | 0.03% | Feb 19, 2026 |
| Alaina K. Brooks | Director | 3,760 | 0.01% | Feb 19, 2026 |
| John Stacey | Director | 6,160 | 0.02% | Feb 19, 2026 |
| Christopher E. Cragg | Director | 12,410 | 0.03% | Aug 27, 2025 |
| Thomas W. Powell | 10% owner | 2,194,064 | 6.02% | Jun 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard E. Williams Director | Aug 14, 2026 | Sale(10b5-1 plan) | −2,250 | $203.05 | $456.86K | 37,380 |
| Brett Alan Cope President & CEO, Director | Aug 13, 2026 | Sale(10b5-1 plan) | −4,500 | $207.01 | $931.55K | 512,733 |
| Brett Alan Cope President & CEO, Director | Jul 9, 2026 | Sale(10b5-1 plan) | −4,440 | $241.55 | $1.07M | 517,233 |
| Brett Alan Cope President & CEO, Director | Jul 1, 2026 | Sale | +36,000 | $0.01 | $360 | 521,673 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −387 | $282.45 | $109.31K | 82,207 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −187 | $280.05 | $52.37K | 83,213 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −619 | $281.22 | $174.08K | 82,594 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −499 | $287.57 | $143.50K | 78,900 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −1,235 | $286.52 | $353.85K | 79,399 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −697 | $285.66 | $199.11K | 80,634 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −471 | $284.29 | $133.90K | 81,331 |
| Michael William Metcalf Exec Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −405 | $283.34 | $114.75K | 81,802 |
| Peter G. Hoglund Vice Pres, Global Service | Jun 26, 2026 | Tax withholding | −585 | $287.69 | $168.30K | 5,394 |
| Thomas W. Powell 10% owner | Jun 25, 2026 | Sale | −33,958 | $294.49 | $10.00M | 564,736 |
| Brett Alan Cope President & CEO, Director | Jun 11, 2026 | Sale(10b5-1 plan) | −4,440 | $272.64 | $1.21M | 485,673 |
| Mohit Singh Director | May 28, 2026 | Sale(10b5-1 plan) | −1,350 | $293.21 | $395.83K | 2,730 |
| Brett Alan Cope President & CEO, Director | May 14, 2026 | Sale(10b5-1 plan) | −4,440 | $301.00 | $1.34M | 490,113 |
| Richard E. Williams Director | May 14, 2026 | Sale(10b5-1 plan) | −140 | $301.05 | $42.15K | 39,630 |
| Richard E. Williams Director | May 14, 2026 | Sale(10b5-1 plan) | −740 | $300.66 | $222.49K | 39,770 |
| Richard E. Williams Director | May 14, 2026 | Sale(10b5-1 plan) | −4,370 | $298.88 | $1.31M | 40,510 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −176 | $323.82 | $56.99K | 11,864 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −623 | $325.97 | $203.08K | 10,928 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −66 | $327.06 | $21.59K | 10,862 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −9 | $327.69 | $2.95K | 10,853 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −927 | $321.86 | $298.36K | 12,426 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −386 | $322.70 | $124.56K | 12,040 |
| William Marshall Mauney Jr Vice President, R&D | May 11, 2026 | Sale | −313 | $324.87 | $101.68K | 11,551 |
| Brett Alan Cope President & CEO, Director | Apr 9, 2026 | Sale(10b5-1 plan) | −4,440 | $233.96 | $1.04M | 164,851 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −80 | $511.76 | $40.94K | 30,680 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −40 | $510.16 | $20.41K | 30,760 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −50 | $541.43 | $27.07K | 27,800 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −120 | $522.88 | $62.75K | 29,332 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −40 | $528.67 | $21.15K | 29,292 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −40 | $530.81 | $21.23K | 29,252 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −40 | $532.74 | $21.31K | 29,212 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −120 | $534.62 | $64.15K | 29,092 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −240 | $535.81 | $128.59K | 28,852 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −393 | $536.81 | $210.97K | 28,459 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −80 | $513.07 | $41.05K | 30,600 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −140 | $516.09 | $72.25K | 30,460 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −162 | $517.35 | $83.81K | 30,298 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −202 | $518.67 | $104.77K | 30,096 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −240 | $519.47 | $124.67K | 29,856 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −200 | $520.85 | $104.17K | 29,656 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −175 | $540.19 | $94.53K | 27,850 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −204 | $522.15 | $106.52K | 29,452 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −234 | $539.07 | $126.14K | 28,025 |
| Michael William Metcalf Exec Vice President | Mar 31, 2026 | Sale(10b5-1 plan) | −200 | $537.51 | $107.50K | 28,259 |
| Thomas W. Powell 10% owner | Mar 19, 2026 | Sale | −49,778 | $502.23 | $25.00M | 598,694 |
| Brett Alan Cope President & CEO, Director | Mar 12, 2026 | Sale(10b5-1 plan) | −1,480 | $504.80 | $747.10K | 169,291 |
| Thomas W. Powell 10% owner | Mar 11, 2026 | Gift | +2,000 | – | – | 6,000 |
| Thomas W. Powell 10% owner | Mar 11, 2026 | Gift | −2,000 | – | – | 648,472 |
| Thomas W. Powell 10% owner | Feb 25, 2026 | Sale | −318 | $560.37 | $178.20K | 650,472 |
| Thomas W. Powell 10% owner | Feb 24, 2026 | Sale | −124 | $563.65 | $69.89K | 650,790 |
| Thomas W. Powell 10% owner | Feb 24, 2026 | Sale | −223 | $562.25 | $125.38K | 650,914 |
| Thomas W. Powell 10% owner | Feb 24, 2026 | Sale | −412 | $561.44 | $231.31K | 651,137 |
| Thomas W. Powell 10% owner | Feb 24, 2026 | Sale | −400 | $560.30 | $224.12K | 651,549 |
| Mark W. Smith Director | Feb 18, 2026 | Award | +200 | $0.01 | $2 | 430 |
| John Stacey Director | Feb 18, 2026 | Award | +200 | $0.01 | $2 | 6,160 |
| James W. McGill Director | Feb 18, 2026 | Award | +200 | $0.01 | $2 | 10,360 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard E. Williams Director | Aug 14, 2026 | 2,250 | $456.86K | Aug 14, 2026 | Stock Award |
| Brett Alan Cope Officer, Director | Aug 13, 2026 | 4,500 | $931.55K | Aug 13, 2026 | Restricted Stock Vesting |
| Brett Alan Cope Officer, Director | Jul 9, 2026 | 4,440 | $1.07M | Jul 9, 2026 | Restricted Stock Vesting |
| Michael William Metcalf Officer | Jun 30, 2026 | 4,500 | $1.28M | Jun 30, 2026 | Restricted Stock Vesting |
| Brett Alan Cope Officer, Director | Jun 11, 2026 | 4,440 | $1.21M | Jun 11, 2026 | Restricted Stock Vesting |
| Mohit Singh Director | May 28, 2026 | 1,350 | $395.83K | May 28, 2026 | Restricted Stock Vesting |
| Richard E. Williams Director | May 14, 2026 | 5,250 | $1.57M | May 14, 2026 | Stock Award |
| Brett Alan Cope Officer, Director | May 14, 2026 | 4,440 | $1.34M | May 14, 2026 | Restricted Stock Vesting |
| William Marshall Mauney Jr Officer | May 11, 2026 | 2,500 | $787.50K | May 11, 2026 | Stock Award |
| Brett Alan Cope Officer, Director | Apr 9, 2026 | 4,440 | $1.04M | Apr 9, 2026 | Restricted Stock Vesting |
| Michael William Metcalf Officer | Mar 31, 2026 | 3,000 | $1.58M | Mar 31, 2026 | Restricted Stock Vesting |
| Brett Alan Cope Officer, Director | Mar 12, 2026 | 1,480 | $747.10K | Mar 12, 2026 | Restricted Stock Vesting |
| W. Powell Thomas 10% Stockholder | Feb 25, 2026 | 318 | $178.20K | Feb 25, 2026 | Restricted stock vesting under a registered plan |
| W. Powell Thomas 10% Stockholder | Feb 24, 2026 | 1,159 | $650.71K | Feb 24, 2026 | Restricted stock vesting under a registered plan |
| W. Powell Thomas 10% Stockholder | Feb 13, 2026 | 120 | $72.01K | Feb 13, 2026 | Restricted stock vesting under a registered plan |