Toth Financial Advisory Corp raised its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 5.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,363 shares of the industrial products company’s stock after purchasing an additional 676 shares during the period. W.W. Grainger accounts for 1.6% of Toth Financial Advisory Corp’s portfolio, making the stock its 11th largest holding. Toth Financial Advisory Corp’s holdings in W.W. Grainger were worth $16,818,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently modified their holdings of GWW. BlackRock Inc. bought a new stake in shares of W.W. Grainger during the 2nd quarter worth $6,303,024,000. State Street Corp raised its holdings in W.W. Grainger by 1.2% in the 4th quarter. State Street Corp now owns 2,019,452 shares of the industrial products company’s stock worth $2,037,728,000 after acquiring an additional 23,399 shares during the period. Geode Capital Management LLC lifted its position in W.W. Grainger by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 1,217,834 shares of the industrial products company’s stock worth $1,230,214,000 after acquiring an additional 10,533 shares during the last quarter. Wellington Management Group LLP lifted its position in W.W. Grainger by 1,462.1% during the 4th quarter. Wellington Management Group LLP now owns 1,071,854 shares of the industrial products company’s stock worth $1,081,554,000 after acquiring an additional 1,003,237 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in W.W. Grainger by 61.1% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,027,286 shares of the industrial products company’s stock valued at $1,036,584,000 after acquiring an additional 389,589 shares during the period. Institutional investors own 80.70% of the company’s stock.
Trending Headlines about W.W. Grainger
Here are the key news stories impacting W.W. Grainger this week:
- Positive Sentiment: Zacks upgraded GWW to a No. 2 (Buy) rank, citing growing optimism about the company’s earnings prospects. Zacks rating upgrade article
- Positive Sentiment: Zacks Research raised multiple future EPS estimates, including FY2027 to $50.40 from $50.21 and FY2028 to $54.37 from $54.17. Estimates were also increased for Q1 2027, Q2 2027, Q4 2027 and Q2 2028, suggesting modestly improving expectations for profitability. MarketBeat analyst estimates
- Positive Sentiment: Grainger’s latest reported quarter exceeded expectations, with EPS of $12.01 versus the $11.30 consensus and revenue of $5.02 billion versus $4.96 billion. Revenue increased 10.3% year over year, supporting the case for continued earnings growth.
- Neutral Sentiment: Wall Street commentary is mixed: GWW has outperformed the broader market over the past year, but analysts remain cautious about its future upside. Barchart analyst outlook article
- Negative Sentiment: Valuation may be limiting enthusiasm. Grainger trades at roughly 33 times earnings, while its shares are below the 50-day moving average after approaching a 12-month high. Investors may be taking profits or demanding stronger estimate increases before bidding the stock higher. MSN analyst outlook article
W.W. Grainger Price Performance
W.W. Grainger (NYSE:GWW – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $12.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $11.30 by $0.71. The company had revenue of $5.02 billion for the quarter, compared to the consensus estimate of $4.96 billion. W.W. Grainger had a net margin of 9.92% and a return on equity of 48.73%. The business’s revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $9.97 EPS. W.W. Grainger has set its FY 2026 guidance at 45.500-47.250 EPS. Analysts expect that W.W. Grainger, Inc. will post 46.17 EPS for the current year.
W.W. Grainger Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 10th will be paid a dividend of $2.49 per share. This represents a $9.96 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, August 10th. W.W. Grainger’s payout ratio is currently 25.40%.
Analyst Ratings Changes
GWW has been the topic of several research analyst reports. Stephens downgraded W.W. Grainger from an “overweight” rating to an “equal weight” rating and set a $1,355.00 price target on the stock. in a research report on Tuesday, July 14th. Oppenheimer boosted their price objective on W.W. Grainger from $1,350.00 to $1,375.00 and gave the stock an “outperform” rating in a research report on Wednesday, August 5th. DA Davidson raised their target price on W.W. Grainger from $1,250.00 to $1,260.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Wall Street Zen raised W.W. Grainger from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. Finally, Royal Bank Of Canada dropped their price target on W.W. Grainger from $1,460.00 to $1,428.00 and set a “sector perform” rating on the stock in a research report on Wednesday, August 5th. Two equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, W.W. Grainger presently has an average rating of “Hold” and a consensus target price of $1,286.62.
Read Our Latest Stock Analysis on W.W. Grainger
About W.W. Grainger
W.W. Grainger, Inc (NYSE: GWW) is an industrial supply distributor founded in 1927 and headquartered in Lake Forest, Illinois. The company supplies maintenance, repair and operations (MRO) products and services to businesses, institutions and government customers. Over its long history Grainger has developed a broad product assortment and a national distribution network that supports operations across a range of end markets, including manufacturing, healthcare, hospitality, transportation and public sector organizations.
Grainger’s product portfolio spans core categories such as electrical and lighting, safety and personal protective equipment, material handling, motors and power transmission, plumbing and HVAC, fasteners and adhesives, hand and power tools, and janitorial and facility supplies.
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