Graco Inc. (GGG)

Over the last six months, Graco Inc. has experienced several notable events impacting its stock. Graco released Q3 and Q4 2025 earnings, with Q4 revenue up 8% year-over-year and an EPS of $0.77. Sanjiv Gupta was appointed as CFO and Treasurer, succeeding David M. Lowe, and Brett Carter resigned from the company board. Graco announced a regular quarterly dividend, boosted its dividend by 7%, and bought back 5.2 million shares. Graco introduced a wirelessly connected and automated fluid management system. As of April 1, 2026, the share price was $85.65, representing an increase of 1.19% from April 2, 2025.

Specific details about the demand seasonality for Graco's products and services are not explicitly provided. However, the company's operations in construction and industrial sectors suggest potential cyclicality tied to economic conditions and project timelines. Organic revenue growth may be affected by industrial production, and the company faces margin pressure from softer construction markets.

Graco Inc. is an American industrial company specializing in fluid-handling systems and components, founded in 1926. It operates within the industrial machinery sector, focusing on moving, measuring, controlling, dispensing, and spraying fluid and powder materials. Mark W. Sheahan is the President and CEO. The company operates through three segments: Industrial, focusing on equipment for industrial applications; Process, serving industries that require fluid management solutions; and Contractor, catering to professional contractors in construction and maintenance.

Headquartered in Minneapolis, Graco operates in over 100 countries with manufacturing facilities in the United States, Europe, and Asia. It has regional headquarters in Belgium and China, with production and distribution centers worldwide. Graco's strategic direction includes expansion into emerging markets. Its global operating footprint exposes it to risks associated with trade conflicts.

Graco maintains a strong brand reputation, known for high-quality and reliable products. Graco Inc. was recognized as one of the "Most Trustworthy Companies in America 2025" by Newsweek and Statista Inc. This award was based on survey results from U.S. residents evaluating companies on customer trust, employee trust, and investor trust, as well as social listening analysis of internet mentions.

Graco Inc. has a dispersed ownership base, primarily dominated by institutional investors, owning approximately 78.64% to 88% of the company's stock. Insiders own about 0.79%, and public companies and individual investors hold around 20.57% to 30.35% of the stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, and State Street Corp.