Raiffeisen Bank International AG Trims Holdings in W.W. Grainger, Inc. $GWW

Raiffeisen Bank International AG cut its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW) by 37.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,154 shares of the industrial products company’s stock after selling 701 shares during the quarter. Raiffeisen Bank International AG’s holdings in W.W. Grainger were worth $1,094,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. boosted its holdings in W.W. Grainger by 15.1% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 7,523 shares of the industrial products company’s stock worth $7,169,000 after buying an additional 987 shares in the last quarter. Caprock Group LLC acquired a new stake in shares of W.W. Grainger during the 3rd quarter valued at about $4,205,000. Azzad Asset Management Inc. ADV increased its stake in shares of W.W. Grainger by 20.4% in the 3rd quarter. Azzad Asset Management Inc. ADV now owns 5,947 shares of the industrial products company’s stock valued at $5,667,000 after purchasing an additional 1,008 shares in the last quarter. Envestnet Asset Management Inc. raised its holdings in W.W. Grainger by 2.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 109,723 shares of the industrial products company’s stock worth $104,562,000 after purchasing an additional 2,548 shares during the period. Finally, Mitsubishi UFJ Trust & Banking Corp raised its holdings in W.W. Grainger by 10.4% in the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 44,968 shares of the industrial products company’s stock worth $42,853,000 after purchasing an additional 4,228 shares during the period. Institutional investors and hedge funds own 80.70% of the company’s stock.

Key W.W. Grainger News

Here are the key news stories impacting W.W. Grainger this week:

• Positive Sentiment: Zacks Research raised a string of medium‑ and long‑term EPS forecasts for Grainger (updating several quarters and FY2026–FY2028). Notable lifts include higher FY2026 and FY2027 outlooks and upward revisions for multiple 2027 quarters — a sign analysts see stronger earnings power over the next 12–24 months, which supports a higher valuation multiple for GWW.
• Neutral Sentiment: The MarketBeat feature on Genuine Parts Company’s planned Automotive/Industrial spin‑off highlights how pure‑play industrial distributors (including W.W. Grainger) trade at premium multiples vs. conglomerates. The piece suggests sector re‑rating potential if investors revalue industrial peers; useful for sentiment but not direct company news. The Hidden Value in Genuine Parts Company’s Spin-Off Plan
• Negative Sentiment: Zacks also cut its near‑term estimate for Q1 2026 (to $10.09 from $10.40). That downward revision to the upcoming quarter increases short‑term uncertainty and can prompt profit‑taking or downside pressure even while longer‑term estimates rise.

W.W. Grainger Trading Down 0.2%

Shares of W.W. Grainger stock opened at $1,125.29 on Monday. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.83 and a quick ratio of 1.59. The stock’s 50 day simple moving average is $1,072.73 and its 200-day simple moving average is $1,006.65. The stock has a market cap of $53.31 billion, a P/E ratio of 31.80, a P/E/G ratio of 2.37 and a beta of 1.10. W.W. Grainger, Inc. has a 1-year low of $893.99 and a 1-year high of $1,218.63.

W.W. Grainger (NYSE:GWW) last posted its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $9.45 EPS for the quarter, missing the consensus estimate of $9.46 by ($0.01). The company had revenue of $4.43 billion during the quarter, compared to analyst estimates of $4.39 billion. W.W. Grainger had a net margin of 9.51% and a return on equity of 47.46%. W.W. Grainger’s revenue for the quarter was up 4.5% compared to the same quarter last year. During the same period in the prior year, the business posted $9.71 EPS. W.W. Grainger has set its FY 2026 guidance at 42.250-44.750 EPS. Analysts predict that W.W. Grainger, Inc. will post 40.3 EPS for the current fiscal year.

W.W. Grainger Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Sunday, March 1st. Stockholders of record on Monday, February 9th will be given a dividend of $2.26 per share. The ex-dividend date of this dividend is Monday, February 9th. This represents a $9.04 annualized dividend and a dividend yield of 0.8%. W.W. Grainger’s payout ratio is presently 25.54%.

Wall Street Analyst Weigh In

Several brokerages have commented on GWW. Sanford C. Bernstein initiated coverage on W.W. Grainger in a report on Wednesday, November 12th. They issued a “market perform” rating and a $975.00 price objective on the stock. Barclays lifted their price target on shares of W.W. Grainger from $963.00 to $975.00 and gave the company an “underweight” rating in a research note on Friday, November 7th. JPMorgan Chase & Co. boosted their price target on shares of W.W. Grainger from $1,100.00 to $1,165.00 and gave the stock a “neutral” rating in a report on Friday, February 6th. Oppenheimer increased their price objective on shares of W.W. Grainger from $1,250.00 to $1,300.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada lifted their target price on shares of W.W. Grainger from $1,006.00 to $1,050.00 and gave the company a “sector perform” rating in a research report on Monday, November 3rd. Three equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $1,060.13.

Insider Transactions at W.W. Grainger

In other W.W. Grainger news, VP Krantz Nancy L. Berardinelli sold 195 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $1,023.93, for a total value of $199,666.35. Following the transaction, the vice president directly owned 3,174 shares in the company, valued at $3,249,953.82. The trade was a 5.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Donald G. Macpherson sold 12,163 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $972.57, for a total transaction of $11,829,368.91. Following the sale, the chief executive officer owned 103,885 shares of the company’s stock, valued at $101,035,434.45. This represents a 10.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 26,881 shares of company stock valued at $26,157,155 in the last three months. 6.10% of the stock is currently owned by insiders.

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.