Graco Inc.

Graco Inc.

GGGยทNYSE

$74.33

+0.38%
IndustrialsIndustrial - Machinery

Graco Inc. designs, manufactures, and markets systems and equipment used to move, measure, control, dispense, and spray fluid and powder materials worldwide. The company's Industrial segment offers proportioning systems to spray polyurethane foam and polyurea coatings; equipment that pumps, meters, mixes and dispenses sealant, adhesive, and composite materials; and gel-coat equipment, chop and wet-out systems, resin transfer molding systems and applicators, and precision dispensing solutions. It also provides liquid finishing equipment; paint circulating and supply pumps; paint circulating advanced control systems; plural component coating proportioners; spare parts and accessories; and powder finishing products to coat powder finishing on metals under the Gema and SAT brands. The company's Process segment offers pumps to move and dispense chemicals, water, wastewater, petroleum, food, lubricants, and other fluids; pressure valves used in the oil and natural gas industry, other industrial processes, and research facilities; and chemical injection pumping solutions for injection of chemicals into producing oil wells and pipelines. It also supplies pumps, hose reels, meters, valves, and accessories for fast oil change facilities, service garages, fleet service centers, automobile dealerships, auto parts stores, truck builders, and heavy equipment service centers; and systems, components, and accessories for the automatic lubrication of bearings, gears, and generators in industrial and commercial equipment, compressors, turbines, and on- and off-road vehicles. The company's Contractor segment offers sprayers to apply paint to walls and other structures; and viscous coatings to roofs, as well as markings on roads, parking lots, athletic fields, and floors. It sells its products through distributors, original equipment manufacturers, and home center channels; and directly to end-users. The company was incorporated in 1926 and is headquartered in Minneapolis, Minnesota.

At a Glance

Live Snapshot
Market Cap$12.34B
EPS3.1400
P/E Ratio23.67
Earnings Date07/22/2026
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Graco Inc. Street Expectations Map

GGG ยท NYSE

Wall Street analysts project that GGG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 95.67, with estimates ranging from a low of 92.00 to a high of 100.00.

Lowest Target
92.00
23.76%
Consensus Target
95.67
28.70%
Highest Target
100.00
34.53%

The consensus 1-year price target stands at 95.67, with estimates ranging from a low of 92.00 to a high of 100.00.

Analyst Consensus Analysis

Upside Potential

+28.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

8.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Graco Inc. Forward Estimates of Revenue

GGG ยท NYSE
Latest Revenue
2.24B
FY 2025
Avg Estimate
2.36B
FY 2026
Estimate Range
2.34B - 2.38B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Graco Inc. Forward Estimates of Net Income

GGG ยท NYSE
Latest Net Income
521.84M
FY 2025
Avg Estimate
530.76M
FY 2026
Estimate Range
524.03M - 537.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Graco Inc. Forward Estimates of EPS

GGG ยท NYSE
Latest EPS
3.14
FY 2025
Avg Estimate
$3.13
FY 2026
Estimate Range
$3.10 - $3.18
Analyst Spread

Forward Growth Analysis

Projected Growth-0.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Graco Inc. Forward Estimates of EBIT

GGG ยท NYSE
Latest EBIT
644.09M
FY 2025
Avg Estimate
755.00M
FY 2026
Estimate Range
748.57M - 761.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Graco Inc. Forward Estimates of EBITDA

GGG ยท NYSE
Latest EBITDA
751.53M
FY 2025
Avg Estimate
917.20M
FY 2026
Estimate Range
909.39M - 925.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+22.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Graco Inc. Forward Estimates of SG&A Expense

GGG ยท NYSE
Latest SG&A Expense
480.15M
FY 2025
Avg Estimate
488.33M
FY 2026
Estimate Range
484.17M - 492.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Graco Inc. Insider Positioning

GGG ยท NYSE

During the last 12 months, insiders have purchased $100K and sold $5.08M worth of GGG shares, resulting in $4.98M of net selling activity.

3 Months

Bought

1.2K

99.86K

Sold

0

0.00

Net Activity

+100K

+$100K

3-6 Months

Bought

0

0.00

Sold

42.6K

3.77M

Net Activity

-3.8M

-$3.77M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

15.1K

1.31M

Net Activity

-1.3M

-$1.31M

Top Buyers

1
SAH

Simon Andrea Helen

Director

1.2K sharesโ€ข1 transactions

$100K

Top Sellers

1
MC

Merengo Claudio

Officer: Pres, Global Powder Division

23.5K sharesโ€ข2 transactions

$2.05M

2
GJK

Gilligan J Kevin

Director

12.9K sharesโ€ข1 transactions

$1.15M

3
OPJ

O'Shea Peter J

Officer: Pres, Global Industrial Divis

8.8K sharesโ€ข1 transactions

$777K

4
EE

Etchart Eric

Director

6.0K sharesโ€ข1 transactions

$515K

5
WAF

Wordell Angela F

Officer: Evp, Chief Op And Supply Chain

2.8K sharesโ€ข1 transactions

$264K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.98M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$100K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.