Graco stock rises after earnings beat and steady outlook

Graco Inc. (GGG) is up 5.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Graco’s second-quarter earnings release, which showed record sales and operating earnings, a solid earnings-per-share beat, and signs of improving demand. Investors also seemed encouraged by management maintaining its full-year sales outlook and introducing third-quarter sales guidance.

Details:

Graco posted second-quarter net sales of $590.6 million, up 3% year over year, while diluted earnings per share rose to $0.87 and adjusted diluted earnings per share reached $0.91.

Management said all three segments grew, and organic incoming orders increased at a mid-single-digit rate during the quarter, suggesting demand trends improved from earlier in the year.

Operating earnings climbed 11%, helped by a stronger gross margin, tariff refunds, and lower operating expenses, which likely mattered more to investors than the modest revenue shortfall versus expectations.

Graco kept its full-year view for low single-digit organic sales growth on a constant-currency basis and gave third-quarter sales guidance of $580 million to $600 million, while also repurchasing $315 million of shares in the quarter.

Sources:

Graco, SEC, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GGG Insider Trading Activity

$GGG insiders have traded $GGG stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $GGG stock by insiders over the last 6 months:

CLAUDIO MERENGO (Pres, Global Powder Division) sold 14,410 shares for an estimated $1,254,085
J KEVIN GILLIGAN sold 12,870 shares for an estimated $1,146,300
PETER J O'SHEA (Pres, Global Industrial Divis) sold 8,820 shares for an estimated $777,006
ANGELA F WORDELL (EVP, Chief Op and Supply Chain) sold 2,832 shares for an estimated $263,993
KATHRYN L SCHOENROCK (EVP, Chief Information Officer) sold 2,223 shares for an estimated $195,759
TIMOTHY R WHITE (Pres, Expansion Division) sold 1,469 shares for an estimated $133,233
ANDREA HELEN SIMON purchased 1,240 shares for an estimated $99,857

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$GGG Hedge Fund Activity

We have seen 325 institutional investors add shares of $GGG stock to their portfolio, and 303 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FLOSSBACH VON STORCH SE removed 3,252,150 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $275,294,497
TWO SIGMA INVESTMENTS, LP added 1,463,454 shares (+188.3%) to their portfolio in Q1 2026, for an estimated $123,881,381
ALECTA TJANSTEPENSION OMSESIDIGT removed 1,184,235 shares (-77.1%) from their portfolio in Q2 2026, for an estimated $89,540,008
FUNDSMITH LLP removed 579,016 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $49,013,704
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC added 558,546 shares (+43.7%) to their portfolio in Q1 2026, for an estimated $47,280,918
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 553,412 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $46,846,325
ACADIAN ASSET MANAGEMENT LLC added 457,966 shares (+125.4%) to their portfolio in Q1 2026, for an estimated $38,766,821

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GGG Analyst Ratings

Wall Street analysts have issued reports on $GGG in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 01/28/2026

To track analyst ratings and price targets for $GGG, check out Quiver Quantitative's $GGG forecast page.

$GGG Price Targets

Multiple analysts have issued price targets for $GGG recently. We have seen 4 analysts offer price targets for $GGG in the last 6 months, with a median target of $96.0.

Here are some recent targets:

Matt Summerville from DA Davidson set a target price of $85.0 on 04/27/2026
Michael Halloran from Baird set a target price of $92.0 on 04/24/2026
Deane Dray from RBC Capital set a target price of $100.0 on 01/28/2026
Saree Boroditsky from Jefferies set a target price of $105.0 on 01/28/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.