GGG · NYSE · Industrial - Machinery

Graco (GGG)

Builds systems that precisely handle difficult fluids and powders across contractor and industrial applications.

$77.64
After hours+0.02 (+0.03%)
At close$77.62(+1.34%)
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Graco Inc.GGG
Industrials

Builds equipment for moving, measuring, mixing, dispensing and spraying difficult fluids and powders across Contractor, Industrial and Expansion Markets. Sales flow mainly through independent distributors, with the Americas as the largest geographic base and product development plus acquisitions extending the platform into adjacent applications.

Designs and manufactures systems that move, measure, mix, control, dispense and spray fluids and powders. Contractor serves paint, texture, insulation and marking applications; Industrial covers finishing, adhesives, lubrication, process transfer and powder; Expansion Markets houses environmental, semiconductor, valve and motor businesses.

Most sales reach industrial and contractor users through independent third-party distributors. The Americas form the largest geographic base, with meaningful operations across EMEA and Asia Pacific. New-product development and targeted acquisitions extend the same material-handling core into adjacent applications and channels.

Engineering, manufacturing and customer-service capabilities are coordinated across regions around product reliability, quality and continuous improvement. Demand depends on end-market activity and distributor execution, while trade conditions, currencies and acquisition integration shape results across the global network.

Company facts

CEOMark W. Sheahan
ListedMar 17, 1980
ExchangeNYSE
HeadquartersMinneapolis, MN
CountryUnited States
Employees4,400
CIK0000042888
ISINUS3841091040

Market cap$12.40B
EPS (ttm)$3.17
P/E (ttm)24.16
ROE20.3%
P/B4.92
P/S5.47
Dividend yieldDiv yield1.51%
Beta0.55vs XLI 0.84

Price target$95.00+22.3%Average of 20 analysts
ConsensusHold14 of 20 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 24, 2026RBC CapitalReiterate
Rating: Target: $92
Rating: OutperformTarget: $96
Jul 24, 2026Robert W. BairdTarget
Target: $92
Target: $94
Jul 16, 2026RBC CapitalReiterate
Rating: Target: $95
Rating: OutperformTarget: $92
Jul 9, 2026Wolfe ResearchDowngrade
Rating: Outperform
Rating: Peer Perform
Apr 24, 2026RBC CapitalTarget
Target: $100
Target: $95

Next report
Oct 28, 26
in 36 days
EPS estimate
$0.82
Revenue estimate
$587.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$0.64$0.70$0.75$0.73$0.77$0.66$0.91Pending
Estimate$0.77$0.67$0.79$0.74$0.77$0.74$0.81$0.82
Surprise−16.9%+4.6%−5.3%−1.1%0.0%−11.1%+12.6%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$548.7M$528.3M$571.8M$543.4M$593.2M$540.1M$590.6MPending
Estimate$556.9M$524.7M$590.8M$562.1M$590.5M$560.6M$608.1M$587.2M
Surprise−1.5%+0.7%−3.2%−3.3%+0.5%−3.7%−2.9%
Estimate$0.82
ReportedDue Oct 28, 2026
Estimate$587.2M
ReportedDue Oct 28, 2026
View details

Debt to equity1.80%
Current ratio299.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$519.2M$548.7M$528.3M$571.8M$543.4M$593.2M$540.1M$590.6M
Net income$122.2M$108.7M$124.1M$127.6M$137.6M$132.5M$118.5M$144.9M
Net margin23.5%19.8%23.5%22.3%25.3%22.3%21.9%24.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$145.7M$130.0M$144.0M$157.5M$150.7M$158.6M$137.8M$175.1M
YoY growth−10.7%−23.5%+8.3%−2.4%+3.4%+22.0%−4.3%+11.2%

Balance sheet, Jun 26, 2026Cash & short-term investments $507.6M · Total debt $45.2M · Total assets $3.13B · Shareholders' equity $2.52B

Revenue
$590.6M
Operating income
$175.1M
Net income
$144.9M
View details

Dividend yield
1.51%
Next ex-date
Oct 19, 26
in 27 days
Annual dividend
$1.16
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.275$0.275$0.275$0.275$0.295$0.295$0.295$0.295
Annual yield1.22%1.33%1.25%1.34%1.27%1.29%1.58%1.52%
Ex-dateJan 17Apr 14Jul 21Oct 20Jan 16Apr 13Jul 20Oct 19
Payment dateFeb 5May 7Aug 6Nov 5Feb 4May 6Aug 5Nov 4
View details

Institutions92.84%150.35M shares
738 holders · as of Jun 30, 2026
Insiders0.88%1.43M shares
14 holders · as of Aug 5, 2026
Other6.28%10.17M shares
remainder

161.95M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.40%18.47Mas of Jun 30, 2026
PineStone Asset Management Inc.Institution
5.71%9.24Mfiled Aug 30, 2023
T. Rowe Price Associates, Inc.Institution
5.15%8.35Mfiled Feb 14, 2019
State Street CorpInstitution
5.03%8.14Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.97%8.05Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 3, 2026Eric Etchartdirector−3,218$80.01
Apr 27, 2026Andrea Helen Simondirector+1,240$80.53
Feb 6, 2026Angela F. Wordellofficer: EVP, Chief Op and Supply Chain−2,832$93.22
Feb 4, 2026Timothy R. Whiteofficer: Pres, Expansion Division−1,469$90.70
Feb 3, 2026J. Kevin Gilligandirector−12,870$89.07
View details

  • Nordson

    Direct overlap in industrial coating and precision dispensing

  • Expand Energy

    Sames portfolio rivals industrial spray and material application

  • Ingersoll Rand

    ARO pumps overlap in difficult-fluid transfer and lubrication

  • IDEX

    Engineered pumps and dispensers overlap across process niches

CompareAfter hours

CompanyPriceChange
Graco$77.64+0.03%$12.40B24.223.15.5+3.3%
Nordson$319.67+0.02%$17.51B31.825.35.9+10.3%
Expand Energy$87.030.00%$20.29B7.611.01.5−19.8%
Ingersoll Rand$73.85+0.01%$28.30B29.819.93.6+8.5%
IDEX$225.69−0.02%$16.40B32.024.74.6+6.4%
Median30.822.34.1+7.4%