National Pension Service Increases Holdings in Parker-Hannifin Corporation $PH

National Pension Service boosted its position in Parker-Hannifin Corporation (NYSE:PH) by 2.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 294,902 shares of the industrial products company’s stock after purchasing an additional 6,717 shares during the period. National Pension Service owned about 0.23% of Parker-Hannifin worth $223,580,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the company. Chilton Capital Management LLC purchased a new stake in shares of Parker-Hannifin in the 3rd quarter worth about $29,000. Interchange Capital Partners LLC acquired a new position in Parker-Hannifin during the second quarter worth about $31,000. Valley Wealth Managers Inc. purchased a new stake in shares of Parker-Hannifin in the third quarter valued at about $36,000. State of Wyoming acquired a new stake in shares of Parker-Hannifin in the second quarter valued at approximately $38,000. Finally, Princeton Global Asset Management LLC increased its stake in shares of Parker-Hannifin by 56.1% during the 2nd quarter. Princeton Global Asset Management LLC now owns 64 shares of the industrial products company’s stock worth $45,000 after purchasing an additional 23 shares in the last quarter. 82.44% of the stock is currently owned by hedge funds and other institutional investors.

Parker-Hannifin News Roundup

Here are the key news stories impacting Parker-Hannifin this week:

• Positive Sentiment: Q2 results beat expectations — adjusted EPS $7.65 vs. consensus ~ $7.11 and revenue $5.17B vs. ~$5.07B; organic sales +6.6% and margin expansion drove better operating performance. Q2 Results
• Positive Sentiment: Company raised full‑year EPS guidance to $30.40–31.00 (vs. consensus ~30.36) and gave revenue guidance roughly $20.9B–$21.3B; management cited margin expansion and strategic moves (including the Filtration Group) as drivers of the higher outlook. Guidance & Deep Dive
• Positive Sentiment: Multiple brokers raised price targets and maintained buy/overweight views after the quarter (Jefferies, JPMorgan, Citi, Wells Fargo among others), signaling continued analyst confidence and upside potential. Analyst Raises
• Positive Sentiment: Company raised its annual profit forecast citing stronger aerospace parts demand, reinforcing the thesis that end‑market recovery is supporting sustainable earnings. Reuters: Forecast Raise
• Neutral Sentiment: Options flow shows notable institutional/large‑ticket activity — useful for short‑term positioning signals but not a directional confirmation by itself. Options Activity
• Neutral Sentiment: Technical note — PH crossed above its 20‑day moving average, a short‑term bullish sign that could attract momentum traders. Technical Note
• Neutral Sentiment: Analyst/third‑party research (Argus, Stifel coverage changes) produced mixed tone — some target increases but a few hold ratings remain, showing divergent views on valuation vs. growth. Analyst Report
• Negative Sentiment: Valuation concerns: some commentary argues PH is trading at a premium multiple after the recent rally, prompting profit‑taking by investors who see limited near‑term upside versus risk. Valuation Critique
• Negative Sentiment: Some GAAP metrics look mixed: reported net income was down year‑over‑year because the prior period included a one‑time divestiture gain — this nuance can temper enthusiasm despite strong adjusted results. GAAP vs Adjusted Note

Wall Street Analyst Weigh In

PH has been the topic of a number of analyst reports. Barclays increased their target price on Parker-Hannifin from $990.00 to $1,020.00 and gave the company an “overweight” rating in a report on Friday. Robert W. Baird set a $1,050.00 price objective on Parker-Hannifin in a research note on Friday. Stifel Nicolaus lifted their price objective on Parker-Hannifin from $941.00 to $965.00 and gave the stock a “hold” rating in a research report on Friday. Wall Street Zen lowered shares of Parker-Hannifin from a “buy” rating to a “hold” rating in a report on Tuesday, January 27th. Finally, Argus reiterated a “buy” rating and set a $900.00 price target on shares of Parker-Hannifin in a report on Monday, November 10th. Seventeen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $990.47.

Insider Activity

In other news, VP Berend Bracht sold 3,507 shares of the company’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $864.58, for a total value of $3,032,082.06. Following the completion of the sale, the vice president owned 2,580 shares of the company’s stock, valued at $2,230,616.40. This represents a 57.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Rachid Bendali sold 1,437 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $852.99, for a total value of $1,225,746.63. Following the sale, the vice president owned 2,714 shares in the company, valued at approximately $2,315,014.86. The trade was a 34.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 7,432 shares of company stock valued at $6,484,116. Company insiders own 0.32% of the company’s stock.

Parker-Hannifin Stock Down 1.3%

Shares of NYSE PH opened at $935.71 on Friday. The stock has a market capitalization of $118.08 billion, a PE ratio of 34.13, a P/E/G ratio of 3.30 and a beta of 1.25. The company has a quick ratio of 0.61, a current ratio of 1.18 and a debt-to-equity ratio of 0.52. The firm has a fifty day moving average of $897.38 and a 200-day moving average of $806.95. Parker-Hannifin Corporation has a 52-week low of $488.45 and a 52-week high of $965.00.

Parker-Hannifin (NYSE:PH) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $7.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.11 by $0.54. The firm had revenue of $5.17 billion during the quarter, compared to the consensus estimate of $5.07 billion. Parker-Hannifin had a return on equity of 27.56% and a net margin of 17.29%.The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.53 earnings per share. On average, analysts anticipate that Parker-Hannifin Corporation will post 26.71 EPS for the current year.

Parker-Hannifin Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, February 6th will be given a $1.80 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $7.20 annualized dividend and a dividend yield of 0.8%. Parker-Hannifin’s dividend payout ratio is presently 25.65%.

Parker-Hannifin Profile

Parker-Hannifin Corporation (NYSE: PH) is a global manufacturer and provider of motion and control technologies and systems. The company designs, manufactures and services a broad range of engineered components and systems used to control the movement and flow of liquids, gases and hydraulic power. Its product portfolio is applied across demanding environments and includes solutions for industrial manufacturing, aerospace, mobile equipment and other engineered applications.

Parker-Hannifin’s product and service offerings span hydraulic and pneumatic components, fittings and fluid connectors, valves, pumps and motors, electromechanical actuators and motion-control systems, filtration and separation products, and seals and sealing systems.