Blue Owl Capital Holdings LP Takes Position in W.W. Grainger, Inc. $GWW

Key Points

• Blue Owl Capital Holdings LP acquired 84,399 shares of W.W. Grainger in the second quarter, worth approximately $1.35 million and representing about 0.18% of the company. Institutional investors collectively own 80.7% of Grainger.
• Grainger reported strong quarterly results, with EPS of $12.01 exceeding estimates of $11.30 and revenue rising 10.3% year over year to $5.02 billion. The company reaffirmed FY2026 EPS guidance of $45.50–$47.25.
• The company declared a quarterly dividend of $2.49 per share, equivalent to a $9.96 annualized payout and a 0.8% yield. Analysts remain cautious, with the stock carrying an average “Hold” rating and a $1,274.12 target price versus its $1,299.30 opening price.

Blue Owl Capital Holdings LP acquired a new position in shares of W.W. Grainger, Inc. (NYSE:GWW - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 84,399 shares of the industrial products company's stock, valued at approximately $1,349,000. Blue Owl Capital Holdings LP owned about 0.18% of W.W. Grainger as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. B. Metzler seel. Sohn & Co. AG bought a new stake in W.W. Grainger in the 2nd quarter worth approximately $5,340,000. Advisors Capital Management LLC purchased a new position in shares of W.W. Grainger during the second quarter worth approximately $1,329,000. MJP Associates Inc. ADV bought a new stake in shares of W.W. Grainger in the 2nd quarter worth approximately $250,000. Trillium Asset Management LLC bought a new stake in shares of W.W. Grainger in the 2nd quarter worth approximately $355,000. Finally, Vise Technologies Inc. purchased a new stake in W.W. Grainger during the second quarter valued at about $3,376,000. 80.70% of the stock is currently owned by hedge funds and other institutional investors.

W.W. Grainger Stock Down 0.6%

GWW stock opened at $1,299.30 on Friday. W.W. Grainger, Inc. has a twelve month low of $906.52 and a twelve month high of $1,419.91. The company has a quick ratio of 1.70, a current ratio of 2.81 and a debt-to-equity ratio of 0.53. The firm has a market cap of $61.20 billion, a PE ratio of 33.13, a price-to-earnings-growth ratio of 2.32 and a beta of 1.04. The business has a 50 day moving average of $1,344.79 and a 200 day moving average of $1,228.96.

W.W. Grainger (NYSE:GWW - Get Free Report) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $12.01 EPS for the quarter, beating the consensus estimate of $11.30 by $0.71. W.W. Grainger had a return on equity of 48.73% and a net margin of 9.92%.The business had revenue of $5.02 billion for the quarter, compared to the consensus estimate of $4.96 billion. During the same period last year, the business posted $9.97 EPS. The company's revenue was up 10.3% compared to the same quarter last year. W.W. Grainger has set its FY 2026 guidance at 45.500-47.250 EPS. On average, research analysts forecast that W.W. Grainger, Inc. will post 46.1 EPS for the current fiscal year.

W.W. Grainger Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 10th will be given a dividend of $2.49 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $9.96 annualized dividend and a dividend yield of 0.8%. W.W. Grainger's dividend payout ratio (DPR) is 25.40%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on GWW shares. DA Davidson boosted their price objective on W.W. Grainger from $1,250.00 to $1,260.00 and gave the company a "neutral" rating in a research report on Thursday, August 6th. Morgan Stanley upped their price target on W.W. Grainger from $1,190.00 to $1,300.00 and gave the company an "equal weight" rating in a research report on Wednesday, May 27th. Royal Bank Of Canada cut their price objective on W.W. Grainger from $1,460.00 to $1,428.00 and set a "sector perform" rating on the stock in a research report on Wednesday, August 5th. Wall Street Zen raised W.W. Grainger from a "hold" rating to a "buy" rating in a research note on Sunday, August 9th. Finally, Barclays upped their price objective on shares of W.W. Grainger from $1,166.00 to $1,185.00 and gave the stock an "underweight" rating in a report on Tuesday, August 11th. Two investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $1,274.12.

More W.W. Grainger News

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

• Positive Sentiment: Zacks raised its longer-term earnings outlook. Estimates increased for FY2026 EPS to $45.85 from $44.87, FY2027 EPS to $50.21 from $49.47, and FY2028 EPS to $54.17 from $53.10. Analysts also lifted several quarterly forecasts, including Q1 2027, Q2 2027, Q4 2027, Q1 2028 and Q2 2028. These revisions suggest improving expectations for Grainger’s earnings growth beyond the immediate quarter.
• Positive Sentiment: Grainger opened a new Northwest Distribution Center in Gresham, Oregon. The facility expands the company’s distribution infrastructure, supports local employment and strengthens its regional presence. While the announcement does not provide specific financial guidance, added capacity could support service levels and future sales growth. Grainger Opens Northwest Distribution Center in Gresham, Oregon
• Neutral Sentiment: The distribution-center opening is likely a gradual catalyst. The investment may improve logistics and customer fulfillment over time, but the company did not disclose the facility’s expected revenue, cost or earnings impact, limiting its immediate significance for the stock.
• Negative Sentiment: Zacks trimmed third-quarter EPS forecasts. Q3 2026 EPS expectations fell to $11.46 from $11.64, while Q3 2027 estimates declined to $12.77 from $12.87. The reductions point to somewhat softer near-term expectations and may be weighing on shares, despite the stronger full-year and later-period forecasts.

W.W. Grainger Company Profile

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.

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