GRACO INC.
In the published model solve dated 2026-Q2, anchored at $79.29, GRACO INC. (GGG) is priced for +17.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
At $76.02 the market is pricing about 20 times operating income, implying operating growth of roughly 19% a year for five years. The rate is within what Graco has recently delivered; the stretch is in how long it must persist, not how fast. The fundamentals are unusually clean: a 27.5% trailing operating margin, net cash on the balance sheet, interest covered hundreds of times over, and a long record of returning cash. Only the growth-DCF family reaches the price, which frames this as a quality
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739 institutional managers reported holding GGG in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 41%. 90 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 5.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GGG has cut its share count 3.6% over the past five years, spending $801.98M on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 15 years straight; the current rate is $1.12 a share annually. Cash returned over the past three years: $483.54M in dividends and $560.79M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GGG over the trailing three years: 2023: 1 buy totaling $100k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GGG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2018-02-21 | -5.8% | -0.1% |
| 2019-02-20 | +3.2% | +13.1% |
| 2020-02-19 | +4.0% | -19.9% |
| 2021-02-17 | -2.8% | +10.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GGG's latest 8-K filings: 2026-06-15 (items 5.02, 9.01); 2026-05-21 (items 7.01, 9.01); 2026-05-05 (items 7.01, 9.01); 2026-04-27 (items 5.07); 2026-03-02 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.