Robert W. Baird Lowers Graco (NYSE:GGG) Price Target to $92.00

Graco (NYSE:GGG) had its target price dropped by equities researchers at Robert W. Baird from $96.00 to $92.00 in a research report issued on Friday, Marketbeat Ratings reports. The brokerage currently has a “neutral” rating on the industrial products company’s stock. Robert W. Baird’s price target would indicate a potential upside of 12.92% from the company’s previous close.

GGG has been the topic of several other research reports. Jefferies Financial Group upped their price target on Graco from $100.00 to $105.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. DA Davidson restated a “neutral” rating and set a $85.00 price target on shares of Graco in a report on Monday, February 2nd. KeyCorp restated a “sector weight” rating on shares of Graco in a report on Tuesday, January 27th. Royal Bank Of Canada upped their price target on Graco from $97.00 to $100.00 and gave the stock an “outperform” rating in a report on Wednesday, January 28th. Finally, Weiss Ratings upgraded Graco from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.25.

Graco Trading Down 0.9%

GGG stock opened at $81.47 on Friday. The company has a market capitalization of $13.51 billion, a PE ratio of 26.54, a P/E/G ratio of 2.58 and a beta of 1.09. Graco has a 12-month low of $78.87 and a 12-month high of $95.69. The business’s fifty day moving average price is $87.92 and its 200 day moving average price is $85.46.

Graco (NYSE:GGG) last posted its quarterly earnings data on Wednesday, April 22nd. The industrial products company reported $0.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.75 by ($0.09). The firm had revenue of $540.14 million during the quarter, compared to analysts’ expectations of $561.35 million. Graco had a net margin of 22.96% and a return on equity of 18.66%. Graco’s quarterly revenue was up 2.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.70 EPS. Research analysts predict that Graco will post 3.19 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Kathryn L. Schoenrock sold 2,223 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $88.06, for a total value of $195,757.38. Following the completion of the transaction, the executive vice president owned 7,846 shares of the company’s stock, valued at approximately $690,918.76. The trade was a 22.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Angela F. Wordell sold 2,832 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $93.22, for a total transaction of $263,999.04. Following the completion of the transaction, the executive vice president directly owned 13,360 shares of the company’s stock, valued at $1,245,419.20. The trade was a 17.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 19,394 shares of company stock worth $1,739,326. 2.18% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in GGG. Root Financial Partners LLC acquired a new stake in shares of Graco during the third quarter worth $29,000. CX Institutional boosted its holdings in shares of Graco by 316.7% during the third quarter. CX Institutional now owns 475 shares of the industrial products company’s stock worth $40,000 after purchasing an additional 361 shares during the last quarter. Assetmark Inc. boosted its holdings in shares of Graco by 42.6% during the third quarter. Assetmark Inc. now owns 465 shares of the industrial products company’s stock worth $40,000 after purchasing an additional 139 shares during the last quarter. Field & Main Bank acquired a new stake in shares of Graco during the fourth quarter worth $41,000. Finally, Geneos Wealth Management Inc. boosted 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 worth $42,000 after purchasing an additional 452 shares during the last quarter. Institutional investors and hedge funds own 93.88% of the company’s stock.

Key Headlines Impacting Graco

Here are the key news stories impacting Graco this week:

• Positive Sentiment: Backlog and orders remained strong, which management emphasized on the call and analysts noted as a stabilizing factor for future revenue. TipRanks: Graco Earnings Call
• Positive Sentiment: Management retained its 2026 outlook despite the quarter’s weakness, which limits downside from an earnings-guidance perspective. Zacks: Retains 2026 View
• Neutral Sentiment: Comprehensive transcripts and call slides are available for investors who want detail on segment trends, timing of large projects, and margin drivers. Seeking Alpha: Call Transcript
• Negative Sentiment: Q1 misses: EPS $0.66 vs. $0.75 expected and revenue ~$540M vs. ~$561M consensus; organic sales declined and margins compressed—primary drivers of the stock decline. Seeking Alpha: Shares Slide
• Negative Sentiment: Operational headwinds cited on the call—tariffs, project timing shifts and softness in construction—are pressuring near-term top-line and margin recovery. MSN: Deep Dive
• Negative Sentiment: Robert W. Baird cut its price target from $96 to $92 and set a neutral rating, signaling analyst reappraisal of near-term upside and adding selling pressure. Benzinga: Baird Cuts PTThe Fly: Baird Note

About Graco

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.