Northland Securities Expects Stronger Earnings for Graham

Graham Corporation (NYSE:GHM) – Stock analysts at Northland Securities upped their Q3 2027 earnings per share estimates for shares of Graham in a research note issued on Friday, November 6th. Northland Securities analyst B. Brooks now forecasts that the industrial products company will post earnings of $0.39 per share for the quarter, up from their previous estimate of $0.38. The consensus estimate for Graham’s current full-year earnings is $1.92 per share. Northland Securities also issued estimates for Graham’s Q1 2028 earnings at $0.53 EPS.

Other equities analysts have also issued research reports about the stock. William Blair started coverage on shares of Graham in a research report on Monday. They set an “outperform” rating on the stock. Oppenheimer cut their price target on shares of Graham from $130.00 to $115.00 and set an “outperform” rating on the stock in a report on Thursday, October 8th. Weiss Ratings lowered shares of Graham from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 2nd. Wall Street Zen upgraded shares of Graham from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Finally, JPMorgan Chase & Co. lowered their target price on shares of Graham from $120.00 to $100.00 and set an “overweight” rating on the stock in a research report on Friday, November 6th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $116.67.

Graham Price Performance

Shares of NYSE GHM opened at $88.23 on Wednesday. Graham has a one year low of $52.57 and a one year high of $125.82. The business’s 50-day moving average price is $80.22 and its two-hundred day moving average price is $91.23. The company has a market capitalization of $1.04 billion, a P/E ratio of 76.72 and a beta of 1.16.

Graham (NYSE:GHM) last released its earnings results on Thursday, November 5th. The industrial products company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.18. The business had revenue of $69.76 million for the quarter, compared to the consensus estimate of $71.07 million. Graham had a net margin of 5.05% and a return on equity of 11.56%.

Institutional Trading of Graham

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in GHM. BlackRock Inc. acquired a new position in Graham during the 2nd quarter valued at $110,235,000. William Blair Investment Management LLC acquired a new stake in shares of Graham during the 2nd quarter worth approximately $45,159,000. Bank of New York Mellon Corp bought a new stake in shares of Graham during the second quarter valued at approximately $31,920,000. De Lisle Partners LLP acquired a new position in shares of Graham in the second quarter valued at $11,141,000. Finally, Wasatch Advisors LP raised its stake in shares of Graham by 0.8% in the second quarter. Wasatch Advisors LP now owns 85,103 shares of the industrial products company’s stock valued at $10,535,000 after purchasing an additional 659 shares in the last quarter. Institutional investors and hedge funds own 69.46% of the company’s stock.

Key Stories Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: William Blair initiated coverage with an Outperform rating. A report said Graham shares surged after the initiation, making the new bullish coverage a possible driver of recent interest. William Blair initiates Graham at Outperform
• Positive Sentiment: Northland Securities raised its FY2027 EPS estimate to $1.87 from $1.76 and edged its FY2028 forecast up to $2.34. Noble Financial also made small increases to its FY2027 and FY2028 estimates. These revisions suggest some analysts see improving longer-term earnings potential.
• Positive Sentiment: A Zacks article cited a mean analyst price target implying about 38% upside. Price targets are not reliable on their own, but the bullish target outlook could help sentiment. Wall Street analysts predict upside in Graham
• Neutral Sentiment: Quarterly forecasts are not moving uniformly: Northland raised its Q3 2027 EPS estimate to $0.39, while Noble cut its estimate to the same $0.39 from $0.41. Annual forecast increases are modest, so the revisions do not point to a clear, broad-based earnings upgrade.
• Negative Sentiment: Analysts also trimmed some upcoming quarterly estimates, including Northland’s Q1 2028 forecast ($0.53 from $0.54) and Noble’s Q4 2027 forecast ($0.50 from $0.57). These cuts are a counterweight to the positive coverage and longer-term estimate revisions.

Graham Company Profile

Graham Corporation designs and manufactures engineered equipment used to create and maintain vacuum conditions and transfer heat. Its products include steam jet ejectors, vacuum systems, surface condensers and heat exchangers for industrial applications. The company also provides turbomachinery through its Barber-Nichols business, including pumps, compressors and turbines used in aerospace, defense, energy and other markets. Graham’s equipment serves customers in industries such as chemical processing, refining, power generation and naval defense.