Landscape Capital Management L.L.C. Makes New $2.25 Million Investment in Graco Inc. $GGG

Landscape Capital Management L.L.C. acquired a new position in Graco Inc. (NYSE:GGG) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 27,466 shares of the industrial products company’s stock, valued at approximately $2,251,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of GGG. Goldman Sachs Group Inc. grew its holdings in shares of Graco by 15.6% during the first quarter. Goldman Sachs Group Inc. now owns 330,409 shares of the industrial products company’s stock valued at $27,592,000 after buying an additional 44,573 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Graco by 982.6% during the first quarter. Geneos Wealth Management Inc. now owns 498 shares of the industrial products company’s stock valued at $42,000 after buying an additional 452 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in shares of Graco by 97.2% during the second quarter. EverSource Wealth Advisors LLC now owns 1,765 shares of the industrial products company’s stock valued at $152,000 after buying an additional 870 shares during the last quarter. Marshall Wace LLP grew its holdings in shares of Graco by 559.5% during the second quarter. Marshall Wace LLP now owns 108,100 shares of the industrial products company’s stock valued at $9,293,000 after buying an additional 91,708 shares during the last quarter. Finally, Federated Hermes Inc. grew its holdings in shares of Graco by 4.2% during the second quarter. Federated Hermes Inc. now owns 21,289 shares of the industrial products company’s stock valued at $1,830,000 after buying an additional 852 shares during the last quarter. Hedge funds and other institutional investors own 93.88% of the company’s stock.

Analyst Ratings Changes

GGG has been the topic of a number of recent analyst reports. Weiss Ratings cut shares of Graco from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, June 5th. Royal Bank Of Canada reiterated an “outperform” rating and set a $95.00 price target on shares of Graco in a report on Friday, April 24th. Robert W. Baird cut their price target on shares of Graco from $96.00 to $92.00 and set a “neutral” rating on the stock in a report on Friday, April 24th. Finally, DA Davidson reiterated a “neutral” rating and set a $85.00 price target on shares of Graco in a report on Monday, April 27th. Three analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $94.25.

Insider Activity at Graco

In other news, Director Andrea Helen Simon acquired 1,240 shares of the firm’s stock in a transaction dated Monday, April 27th. The shares were purchased at an average cost of $80.53 per share, for a total transaction of $99,857.20. Following the transaction, the director directly owned 1,240 shares of the company’s stock, valued at approximately $99,857.20. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. 2.18% of the stock is owned by insiders.

Trending Headlines about Graco

Here are the key news stories impacting Graco this week:

• Positive Sentiment: Zacks Research raised its FY2026 EPS estimate for Graco to $3.10 from $3.09, suggesting earnings expectations are holding steady heading into the rest of the year.
• Positive Sentiment: A bullish thesis on Graco was highlighted by Insider Monkey, reflecting investor interest in the stock’s valuation and long-term industrial growth potential. Article Title
• Neutral Sentiment: Kalkine Media published a piece exploring whether Russell 1000 momentum could help Graco’s global industrial reach, which appears more thematic than a direct catalyst. Article Title
• Negative Sentiment: Zacks Research trimmed several forward EPS estimates for Graco, including Q2 2027, Q3 2027, Q4 2027, FY2027, and FY2028, which may weigh on sentiment by suggesting slower longer-term earnings growth.
• Negative Sentiment: The stock also remains below its 50-day and 200-day moving averages, reinforcing the view that recent price action has been weak despite the latest analyst updates.

Graco Trading Down 0.2%

GGG opened at $74.45 on Monday. Graco Inc. has a 1-year low of $73.26 and a 1-year high of $95.69. The company has a market capitalization of $12.36 billion, a PE ratio of 24.25, a PEG ratio of 2.40 and a beta of 0.93. The firm’s 50 day simple moving average is $79.57 and its two-hundred day simple moving average is $84.30.

Graco (NYSE:GGG) last released its quarterly earnings results on Wednesday, April 22nd. The industrial products company reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.75 by ($0.09). The business had revenue of $540.14 million during the quarter, compared to the consensus estimate of $561.35 million. Graco had a return on equity of 18.66% and a net margin of 22.96%.The firm’s revenue was up 2.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.70 earnings per share. Equities analysts forecast that Graco Inc. will post 3.1 earnings per share for the current fiscal year.

Graco Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 5th. Stockholders of record on Monday, July 20th will be given a dividend of $0.295 per share. This represents a $1.18 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Monday, July 20th. Graco’s dividend payout ratio (DPR) is presently 38.44%.

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.