PFA Pension Forsikringsaktieselskab Takes $104.04 Million Position in Parker-Hannifin Corporation $PH

PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Parker-Hannifin Corporation (NYSE:PH) during the fourth quarter, HoldingsChannel reports. The fund acquired 117,054 shares of the industrial products company’s stock, valued at approximately $104,040,000.

Other large investors have also recently made changes to their positions in the company. Texas Capital Bancshares Inc TX purchased a new position in shares of Parker-Hannifin during the 3rd quarter valued at about $25,000. Chilton Capital Management LLC purchased a new position in Parker-Hannifin in the 3rd quarter worth approximately $29,000. Ameriflex Group Inc. lifted its holdings in Parker-Hannifin by 366.7% in the 3rd quarter. Ameriflex Group Inc. now owns 42 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 33 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC lifted its holdings in Parker-Hannifin by 80.0% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 36 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 16 shares in the last quarter. Finally, Morse Asset Management Inc lifted its holdings in Parker-Hannifin by 164.7% in the 3rd quarter. Morse Asset Management Inc now owns 45 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 28 shares in the last quarter. 82.44% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on PH shares. BMO Capital Markets started coverage on Parker-Hannifin in a report on Friday, March 27th. They issued an “outperform” rating and a $1,090.00 price target on the stock. Wells Fargo & Company lowered their price target on Parker-Hannifin from $1,050.00 to $980.00 and set an “overweight” rating on the stock in a report on Wednesday, April 1st. The Goldman Sachs Group reissued a “buy” rating on shares of Parker-Hannifin in a report on Thursday, January 29th. Robert W. Baird set a $1,050.00 price target on Parker-Hannifin in a report on Friday, January 30th. Finally, KeyCorp reissued an “overweight” rating and issued a $1,100.00 price target on shares of Parker-Hannifin in a report on Friday, January 30th. Seventeen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,012.45.

Parker-Hannifin Stock Down 3.0%

Shares of PH opened at $881.74 on Friday. The stock has a market capitalization of $111.29 billion, a price-to-earnings ratio of 32.16, a price-to-earnings-growth ratio of 2.92 and a beta of 1.25. Parker-Hannifin Corporation has a 1 year low of $608.31 and a 1 year high of $1,034.96. The business’s 50 day simple moving average is $948.12 and its 200-day simple moving average is $900.79. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.13 and a quick ratio of 0.66.

Parker-Hannifin (NYSE:PH) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.84 by $0.33. The business had revenue of $5.49 billion for the quarter, compared to analysts’ expectations of $5.40 billion. Parker-Hannifin had a return on equity of 27.97% and a net margin of 16.58%.The company’s revenue for the quarter was up 10.6% on a year-over-year basis. During the same period in the prior year, the firm earned $6.94 EPS. Parker-Hannifin has set its FY 2026 guidance at 31.200-31.200 EPS. As a group, equities analysts expect that Parker-Hannifin Corporation will post 31.04 earnings per share for the current fiscal year.

Parker-Hannifin Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Stockholders of record on Friday, May 8th will be issued a dividend of $2.00 per share. This is a positive change from Parker-Hannifin’s previous quarterly dividend of $1.80. The ex-dividend date of this dividend is Friday, May 8th. This represents a $8.00 annualized dividend and a dividend yield of 0.9%. Parker-Hannifin’s payout ratio is currently 29.18%.

Parker-Hannifin News Summary

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

• Positive Sentiment: Q3 beat and raised outlook — Adjusted EPS of $8.17 (+18% YoY) and record quarterly revenue (~$5.5B). Management lifted FY‑2026 adjusted EPS guidance to $31.20, signaling continued demand and execution. Parker Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Record backlog and aerospace strength — Backlog hit $12.5B and aerospace organic growth/expanding margins were highlighted as the primary tailwinds supporting near‑term revenue visibility. Parker Hannifin Backlog Hits Record $12.5 Billion, Lifts Outlook
• Positive Sentiment: Cash generation & buybacks/dividend — Year‑to‑date operating cash flow remains strong (record), the company repurchased ~$275M in the quarter and raised its dividend (70th consecutive hike), supporting shareholder returns. Parker Reports Fiscal 2026 Third Quarter Results
• Neutral Sentiment: Analyst coverage remains constructive — Multiple buy/overweight ratings and a median price target around $1,038 suggest upside among sell‑side analysts, which can limit downside but also set high expectations. Parker-Hannifin Stock (PH) Opinions on Q3 Earnings Beat
• Neutral Sentiment: Institutional flows mixed — Large asset managers trimmed positions while other funds added; this rebalancing increases intra‑day volume and can amplify moves without signaling a clear directional consensus. Parker-Hannifin Stock (PH) Opinions on Q3 Earnings Beat
• Negative Sentiment: Sell‑the‑news reaction — Despite beats, shares fell after the print as investors digested that the raise wasn’t a major upside surprise and that GAAP net income/EPS fell vs. prior year (prior quarter included a discrete tax benefit). Parker-Hannifin shares slide as investors digest Q3 results and a raised—but not blowout—full-year outlook
• Negative Sentiment: Heavy insider selling — Public filings show no insider purchases and numerous sales by senior executives in recent months; that can spook momentum traders even if sales may be for diversification or tax planning. Parker-Hannifin Stock (PH) Opinions on Q3 Earnings Beat
• Negative Sentiment: Guidance details mixed — Adjusted EPS guidance slightly above consensus but revenue guidance (~$21.2B) was roughly in line or slightly below some street models; not a clear upward re‑rating catalyst. Parker-Hannifin Tops Q3 Earnings & Sales Estimates, Updates 26′ View

Insider Buying and Selling at Parker-Hannifin

In other news, VP Dinu J. Parel sold 1,316 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $950.05, for a total transaction of $1,250,265.80. Following the sale, the vice president directly owned 6,534 shares of the company’s stock, valued at $6,207,626.70. This represents a 16.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Berend Bracht sold 1,457 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $946.48, for a total value of $1,379,021.36. Following the sale, the vice president directly owned 2,580 shares in the company, valued at $2,441,918.40. This trade represents a 36.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 10,063 shares of company stock worth $9,891,214. Company insiders own 0.32% of the company’s stock.

About Parker-Hannifin

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.