Graham (NYSE:GHM) Hits New 12-Month High – Here’s Why

Graham Corporation (NYSE:GHM) shares hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $91.91 and last traded at $87.9260, with a volume of 147550 shares traded. The stock had previously closed at $89.11.

Key Stories Impacting Graham

Here are the key news stories impacting Graham this week:

• Positive Sentiment: Northland upgraded GHM to “Outperform” — the firm raised its stance after updating estimates, which typically supports share demand. Northland Upgrades Graham
• Positive Sentiment: Northland substantially raised forward EPS forecasts (FY2027 to $2.38 from $1.94; several quarterly lifts including Q2 2027 to $0.67 and Q3 2027 to $0.57) and also increased FY2026 to $1.49 — signals higher expected earnings growth that can justify a premium multiple. MarketBeat GHM
• Neutral Sentiment: Northland made a very small cut to its Q4 2026 estimate (from $0.43 to $0.42) — minor beat/miss risk for that quarter but not material to the raised multi‑year view.
• Neutral Sentiment: Street consensus remains far lower (current consensus ~ $1.07 FY) than Northland’s $2.38 FY2027 projection, creating upside if Northland is right but also execution risk if Graham misses those higher targets.
• Negative Sentiment: Noble Financial trimmed its FY2027 EPS estimate slightly (to $1.77 from $1.81) and retains a “Market Perform” stance — a modest negative signal that adds a degree of caution versus Northland’s bullish view. Noble Lowers Estimates

Wall Street Analyst Weigh In

GHM has been the subject of a number of recent research reports. Noble Financial lowered shares of Graham from an “outperform” rating to a “market perform” rating in a research note on Tuesday, October 21st. Wall Street Zen raised shares of Graham from a “sell” rating to a “hold” rating in a research report on Sunday, November 16th. Northland Securities upgraded shares of Graham from a “market perform” rating to an “outperform” rating in a report on Tuesday. Finally, Weiss Ratings upgraded Graham from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Three investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $72.50.

Graham Price Performance

The firm’s fifty day moving average is $69.98 and its two-hundred day moving average is $60.10. The firm has a market capitalization of $973.34 million, a PE ratio of 65.13 and a beta of 0.92.

Graham (NYSE:GHM) last posted its earnings results on Friday, February 6th. The industrial products company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.17 by $0.14. Graham had a net margin of 6.28% and a return on equity of 13.26%. The firm had revenue of $56.70 million for the quarter, compared to analysts’ expectations of $52.36 million. As a group, equities research analysts predict that Graham Corporation will post 1.07 EPS for the current fiscal year.

Institutional Trading of Graham

Large investors have recently bought and sold shares of the company. Blue Trust Inc. bought a new stake in shares of Graham in the third quarter valued at $28,000. State of Alaska Department of Revenue bought a new position in shares of Graham during the 3rd quarter worth $33,000. BNP Paribas Financial Markets increased its holdings in Graham by 62.8% in the 2nd quarter. BNP Paribas Financial Markets now owns 1,063 shares of the industrial products company’s stock worth $53,000 after acquiring an additional 410 shares during the last quarter. First Horizon Advisors Inc. increased its holdings in Graham by 130.5% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,178 shares of the industrial products company’s stock worth $58,000 after acquiring an additional 667 shares during the last quarter. Finally, Comerica Bank raised its stake in Graham by 396.2% in the 3rd quarter. Comerica Bank now owns 1,052 shares of the industrial products company’s stock valued at $58,000 after acquiring an additional 840 shares during the period. 69.46% of the stock is owned by hedge funds and other institutional investors.

About Graham

Graham Corporation (NYSE: GHM) is a U.S.-based industrial engineering company that designs, manufactures and services vacuum and heat transfer equipment. Its core offerings include liquid ring vacuum pumps, surface condensers, heat exchangers and custom-engineered vacuum systems. These products play a critical role in energy-intensive industries, where reliable removal of non-condensable gases and efficient heat exchange are vital to process performance.

The company’s technologies find application across a range of end markets, including power generation, petrochemical, oil and gas, LNG, and semiconductor manufacturing.