Graco Inc.

NYSE:GGG Stok Raporu

Piyasa değeri: US$12.4b

Graco Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 5/6

Graco kazançlarla iyi bir şekilde karşılanan, 1.54% cari getiriye sahip, temettü ödeyen bir şirkettir.

Anahtar bilgiler

1.5%

Temettü verimi

2.7%

Geri Alım Getirisi

Toplam Hissedar Getirisi4.3%
Gelecekteki Temettü Verimi1.7%
Temettü Büyümesi10.0%
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranı36%

Son temettü ve geri alım güncellemeleri

Recent updates

Seeking Alpha • Jul 28

Graco: Lack Of Organic Growth Leads To A Hold Rating

Summary Graco has seen weak revenue per share growth recently but maintains robust margins and a healthy return on invested capital. Graco's dividend has grown for almost 25 years, and management still provides investors with solid dividend growth and a conservative payout ratio. Recent earnings highlight Q2 Non-GAAP earnings per share $0.10 above expectations, while revenue figures came up short of the consensus. My FCF valuation model indicates GGG could be trading for a discount, but the weak organic revenue growth could justify it. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 15

GGG: Cautious Downgrades Will Set Up Future Rebound Opportunity

Graco's updated analyst price target has edged down from $92 to $90. Analysts cite muted visibility on a return to growth and relatively more attractive opportunities in other industrial stocks as key reasons for the adjustment.
Anlatı Güncellemesi • Jun 26

GGG: Board Appointment And Execution Discipline Will Shape Future Earnings Upside

Analysts have trimmed the Graco price target to $92.00 from $94.13, reflecting updated assumptions around discount rates, revenue growth, margins, and future P/E expectations highlighted in recent research cuts from several firms. Analyst Commentary Recent research on Graco gives investors a mix of optimism and caution, with analysts updating their models around valuation, execution risk, and growth expectations tied to the revised price targets.
Anlatı Güncellemesi • Apr 12

GGG: Future Execution And Fluid Management Adoption Will Shape Balanced Earnings Expectations

Graco's updated analyst price target moves modestly lower to $94.13 from $96.00, as analysts factor in slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research updates from multiple firms. Analyst Commentary Bullish Takeaways Bullish analysts lifting their price targets highlight confidence that Graco's current execution can support a higher valuation multiple than previously assumed.
Anlatı Güncellemesi • Mar 27

GGG: Refined Earnings Framework And Execution Quality Will Shape Future Expectations

Analysts have nudged their price targets on Graco higher by $3 to $10, citing updated views on fair value, discount rates, and future P/E assumptions that keep the stock’s modeled fair value around $96 per share. Analyst Commentary Recent research updates cluster around a similar conclusion, with multiple firms adjusting their price targets higher while keeping modeled fair value close to US$96 per share.
Anlatı Güncellemesi • Mar 12

GGG: Refined Earnings Assumptions And Modest Multiple Shift Will Shape Expectations

Narrative update on Graco The analyst price target for Graco has moved slightly higher to $96.00 per share. Analysts point to a modestly adjusted discount rate, largely unchanged growth and margin assumptions, and a slightly higher future P/E multiple to support the new level.
Anlatı Güncellemesi • Feb 26

GGG: Incremental Multiple Shift And Payout Actions Will Shape Forward Expectations

Narrative Update on Graco Analysts have lifted their average price target on Graco by combining recent $10, $3, and $8 upward revisions, reflecting updated views on its long term profit margin profile and a slightly higher future P/E assumption, while keeping fair value estimates broadly consistent. Analyst Commentary Recent research updates on Graco cluster around higher price targets, with analysts fine tuning their assumptions on profit margins and P/E levels rather than making sweeping changes to their underlying view of the business.
Anlatı Güncellemesi • Feb 12

GGG: Higher Multiples And Payouts Will Support Balanced Forward Expectations

Analysts have raised their average price target for Graco by about $2, citing updated models that incorporate slightly higher fair value estimates, a modest adjustment to the discount rate, and expectations for a somewhat higher future P/E and profit margins, even as revenue growth assumptions have become more tempered. Analyst Commentary Recent Street research points to a cluster of price target increases for Graco, with analysts updating their models based on refined fair value work, adjusted discount rates, and revised assumptions around future P/E and profitability.
Anlatı Güncellemesi • Jan 29

GGG: Dividend Hike And Buybacks Will Support Steady Forward Expectations

Analysts have lifted their price targets on Graco by a few dollars, reflecting updated views on fair value around $93.44, a slightly lower discount rate, and modest adjustments to revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts lifting price targets by a few dollars see support for the updated fair value around US$93.44, tying it to refined assumptions rather than a major shift in the story.
Anlatı Güncellemesi • Jan 14

GGG: Dividend Hike And New Buyback Authorization Will Support Balanced Outlook

Analysts have trimmed their fair value estimate for Graco by about US$1 per share. Higher assumed discount rates offset expectations for stronger revenue growth, slightly better profit margins, and a lower future P/E multiple.
Analiz Makalesi • Jan 02

Graco (NYSE:GGG) Is Paying Out A Larger Dividend Than Last Year

Graco Inc. ( NYSE:GGG ) has announced that it will be increasing its dividend from last year's comparable payment on...
Analiz Makalesi • Dec 12

Graco (NYSE:GGG) Is Paying Out A Larger Dividend Than Last Year

The board of Graco Inc. ( NYSE:GGG ) has announced that it will be paying its dividend of $0.295 on the 4th of...
Analiz Makalesi • Dec 02

Should You Think About Buying Graco Inc. (NYSE:GGG) Now?

Let's talk about the popular Graco Inc. ( NYSE:GGG ). The company's shares had a relatively subdued couple of weeks in...
Analiz Makalesi • Oct 19

Graco (NYSE:GGG) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Jan 29

Graco: Not A Good Investment After Disappointing Q4 Earnings

Summary Graco's fiscal 2024 results were disappointing, with declines in revenue, operating earnings, and diluted EPS, leading to a "Hold" rating on the stock. Despite a 5% stock increase over seven months, Graco remains overvalued with high valuation multiples and expected low growth rates for 2025. Graco's business restructuring aims to drive growth, but all segments struggled in 2024, with the Contractor segment performing the best. Graco's wide economic moat and high RoIC are strengths, but current high valuation multiples and economic uncertainties suggest caution for investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Graco: Huge Changes Are Coming

Summary Graco's strategic shift to the One Graco Strategy aims to drive double-digit bottom-line growth through M&A activity, leveraging its $500 million cash reserve. The company can create value by acquiring businesses at lower valuations and integrating them, thus enhancing shareholder value without altering its capital structure significantly. Despite the weakness in its end markets and the demand issues throughout the year, the company's optimization and its continued long-term-focused reinvestment remain intact. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Graco: Like An Industrial ETF

Summary Graco, an industrial company with a robust balance sheet and no debt, offers a diverse product portfolio and strong growth potential, resembling an industrial ETF. The company’s business model includes three segments: Contractor, Industrial, and Process, all showing strong sales growth and high operating margins. Graco's competitive advantages include high R&D investment, niche market offerings, and strong customer relationships, contributing to its high EBIT margins and market dominance. Despite risks like declining R&D returns and potential reliance on acquisitions, Graco’s balanced capital allocation and strong financials justify a hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Sep 29

Graco Acquisition Of Corob To Maintain Impressive Growth

Summary Graco announced their biggest acquisition in over a decade, agreeing to buy Corob for at least €230MM. Revenues were down in H1 and the company will need to execute on the merger to hit their aggressive 12% per year growth target. Shares currently trade at a price to free cash flow of over 32, which appears to be overvalued given current market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Aug 20

Graco: A Shareholder-Oriented Compounder

Summary Graco is a dominant player in the fluid-handling market, known for its premium-quality products and strong brand value, which enable it to maintain superior margins compared to its competitors. The company has demonstrated robust financial health with consistently high gross margins (above 50%), strong ROIC (~26%), and exceptional cash conversion rates (above 90%). Graco could benefit from increased infrastructure spending, growth in e-commerce, and the rise of electric vehicles. However, it faces short-term headwinds from macroeconomic uncertainty and the risk of competitors. Although Graco stock trades at a premium valuation, its historical performance as a reliable compounder justifies a 'Buy' rating. Read the full article on Seeking Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: GGG şirketinin hisse başına düşen temettüsü son 10 yıldır istikrarlıydı.

Büyüyen Temettü: GGG şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.

Piyasaya Karşı Temettü Getirisi

Graco Piyasaya Karşı Temettü Getirisi
GGG temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (GGG)1.5%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.1%
Sektör Ortalaması (Machinery)1.2%
Analist tahmini (GGG) (3 yıla kadar)1.7%

Önemli Temettü: GGG 'in temettüsü ( 1.54% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.36% ) daha yüksektir.

Yüksek Temettü: GGG 'in temettüsü ( 1.54% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.11% ) kıyasla düşüktür.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Oldukça düşük ödeme oranı ( 35.9% ) ile GGG 'un temettü ödemeleri kazançlarla oldukça iyi bir şekilde karşılanıyor.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Oldukça düşük nakit ödeme oranı ( 30.4% ) ile GGG 'un temettü ödemeleri nakit akışları tarafından iyi bir şekilde karşılanmaktadır.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/14 00:03
Gün Sonu Hisse Fiyatı2026/09/14 00:00
Kazançlar2026/06/26
Yıllık Kazançlar2025/12/26

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Graco Inc. 21 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael HalloranBaird
Andrew BuscagliaBerenberg
Charles BradyBMO Capital Markets Equity Research