Graco (NYSE:GGG) Releases Earnings Results, Meets Expectations

Graco (NYSE:GGG) announced its quarterly earnings data on Monday. The industrial products company reported $0.77 EPS for the quarter, meeting the consensus estimate of $0.77, FiscalAI reports. The firm had revenue of $593.16 million for the quarter, compared to the consensus estimate of $591.99 million. Graco had a net margin of 22.72% and a return on equity of 18.89%. The company’s revenue was up 8.1% on a year-over-year basis. During the same period last year, the firm earned $0.64 EPS.

Graco Stock Performance

Shares of GGG opened at $86.79 on Tuesday. Graco has a fifty-two week low of $72.06 and a fifty-two week high of $89.67. The business’s 50-day moving average is $83.66 and its two-hundred day moving average is $83.92. The company has a market capitalization of $14.39 billion, a P/E ratio of 29.62, a P/E/G ratio of 2.73 and a beta of 1.09.

Graco Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 4th. Investors of record on Monday, January 19th will be given a $0.295 dividend. This represents a $1.18 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, January 16th. This is a positive change from Graco’s previous quarterly dividend of $0.28. Graco’s payout ratio is currently 40.27%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. CIBC Bancorp USA Inc. purchased a new stake in shares of Graco in the 3rd quarter valued at approximately $509,000. Danske Bank A S purchased a new stake in Graco in the third quarter valued at $10,083,000. Advisory Services Network LLC raised its position in Graco by 0.9% in the third quarter. Advisory Services Network LLC now owns 38,008 shares of the industrial products company’s stock valued at $3,229,000 after purchasing an additional 353 shares during the period. Morningstar Investment Management LLC acquired a new position in shares of Graco in the 3rd quarter valued at $985,000. Finally, CANADA LIFE ASSURANCE Co grew its holdings in shares of Graco by 47.9% during the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 537,692 shares of the industrial products company’s stock worth $45,482,000 after purchasing an additional 174,241 shares during the period. 93.88% of the stock is currently owned by institutional investors and hedge funds.

Graco announced that its Board of Directors has approved a share buyback plan on Friday, December 5th that permits the company to repurchase 15,000,000 outstanding shares. This repurchase authorization permits the industrial products company to buy shares of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

Key Headlines Impacting Graco

Here are the key news stories impacting Graco this week:

• Positive Sentiment: Record quarterly and annual sales — Graco reported Q4 net sales of $593.2M (up ~8% YoY) and full-year sales of $2.236B, with operating earnings and net earnings rising ~22% year-over-year, highlighting demand strength across industrial and contractor end markets. Graco Finishes Year with Record Quarterly and Annual Sales
• Positive Sentiment: Profitability remains strong — the company posted robust margins (net margin ~22.7%) and ROE near 18.9%, with operating cash flow up and operating earnings accelerating, supporting the beat/match on EPS. Graco (GGG) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Neutral Sentiment: Earnings vs. consensus mixed in coverage — most outlets report EPS of $0.77 which met the consensus (year-ago $0.64), while some feeds show a modest EPS beat depending on data source; revenue was roughly in line with estimates (~$593M). That mixed print keeps guidance/forward commentary the next focus for investors. Graco Inc. (GGG) Matches Q4 Earnings Estimates
• Neutral Sentiment: Valuation and analyst expectations — GGG trades at a ~30x P/E with a PEG ~2.7 and consensus FY EPS of about $3.06; investors weighing growth vs. valuation will watch management’s outlook and margin sustainability. Graco (GGG) Valuation Check As Earnings Approach After Previous Estimate Miss
• Negative Sentiment: Minor concerns: some data vendors flagged a slight revenue miss vs. certain estimates and Quiver highlights insider selling and a small decline in cash vs. prior year with liabilities up — items investors may view as modest near‑term negatives to monitor. Graco Inc. (GGG) Releases Q4 2025 Earnings

Analysts Set New Price Targets

GGG has been the topic of a number of research analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Graco in a report on Thursday. Royal Bank Of Canada restated an “outperform” rating on shares of Graco in a research report on Thursday, January 15th. Robert W. Baird set a $89.00 target price on Graco in a research report on Friday, October 24th. Finally, KeyCorp reaffirmed a “sector weight” rating on shares of Graco in a report on Thursday, October 23rd. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $87.00.

Graco Company Profile

Graco Inc is a leading manufacturer of fluid handling systems and components, headquartered in Minneapolis, Minnesota. Founded in 1926, the company has built a reputation for innovation in spray finishing, lubrication, and fluid management technologies. Graco’s solutions are designed to address the needs of paint and coatings applicators, general industry, and process fluids in a variety of end markets.

The company’s product portfolio includes airless and air-assisted spray equipment, pumps for oil and gas applications, industrial lubrication systems, and automated dispensing equipment.