Do You Believe in the Growth Potential of PPG Industries (PPG)?

1 day ago 1

Soumya Eswaran

Wed, December 10, 2025 astatine 7:36 AM CST 2 min read

Pzena Investment Management precocious released its third-quarter 2025 commentary for “Pzena Focused Value Strategy.” A transcript of the missive tin beryllium downloaded here. Driven by optimism astir AI and a September complaint cut, US broad-based indexes surged successful the 3rd quarter. The exertion assemblage was the strongest performer, with maturation outpacing value. The Pzena Focused Value strategy gained but underperformed the Russell 1000 Value Index, returning 1.1% gross and 0.9% nett vs. 5.3% for the index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Pzena Focused Value Strategy highlighted stocks specified arsenic PPG Industries, Inc. (NYSE:PPG). PPG Industries, Inc. (NYSE:PPG) engages successful the manufacturing and organisation of paints, coatings, and specialty materials. The one-month instrumentality of PPG Industries, Inc. (NYSE:PPG) was 1.99%, and its shares mislaid 18.89% of their worth implicit the past 52 weeks. On December 09, 2025, PPG Industries, Inc. (NYSE:PPG) banal closed astatine $99.43 per share, with a marketplace capitalization of $22.441 billion.

Pzena Focused Value Strategy stated the pursuing regarding PPG Industries, Inc. (NYSE:PPG) successful its 3rd 4th 2025 capitalist letter:

"During the quarter, we initiated a caller presumption successful PPG Industries, Inc. (NYSE:PPG), a starring coatings provider. PPG boasts enviable franchises crossed aggregate coatings markets and has generated charismatic returns connected superior historically. Shares are presently trading astatine a discounted valuation owed to concerns astir tepid integrated maturation comparative to peers. We spot these concerns arsenic overly discounted successful the valuation and expect maturation to amended implicit clip arsenic immoderate cardinal extremity markets retrieve from cyclical pressure."

JPMorgan Sees PPG arsenic a “Possible Winner for 2026” successful Industrials

PPG Industries, Inc. (NYSE:PPG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge money portfolios held PPG Industries, Inc. (NYSE:PPG) astatine the extremity of the 3rd quarter, which was 39 successful the erstwhile quarter. While we admit the imaginable of PPG Industries, Inc. (NYSE:PPG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered PPG Industries, Inc. (NYSE:PPG) and shared the database of high-quality dividend stocks to put in. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.