Cadinha & Co. LLC Sells 12,749 Shares of W.W. Grainger, Inc. $GWW

Key Points

• Cadinha & Co. LLC cut its stake in W.W. Grainger by 88.2% in Q4, selling 12,749 shares and leaving 1,698 shares worth about $1.71 million.
• Grainger slightly missed Q4 EPS at $9.45 (vs. $9.46 est.) but beat revenue at $4.43 billion (up 4.5% YoY) and set FY2026 EPS guidance of $42.25–$44.75 (analysts forecast 43.61).
• CFO Deidra Merriwether sold 1,488 shares under a Rule 10b5‑1 plan (a 12.37% reduction), institutional investors own about 80.7% of the stock, and analysts' consensus rating is "Hold" with an average target of $1,118.14.

Cadinha & Co. LLC lowered its stake in shares of W.W. Grainger, Inc. (NYSE:GWW - Free Report) by 88.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,698 shares of the industrial products company's stock after selling 12,749 shares during the quarter. Cadinha & Co. LLC's holdings in W.W. Grainger were worth $1,713,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. DAVENPORT & Co LLC grew its holdings in W.W. Grainger by 0.6% during the fourth quarter. DAVENPORT & Co LLC now owns 1,789 shares of the industrial products company's stock worth $1,805,000 after buying an additional 10 shares in the last quarter. CWA Asset Management Group LLC grew its holdings in W.W. Grainger by 4.5% during the third quarter. CWA Asset Management Group LLC now owns 277 shares of the industrial products company's stock worth $264,000 after buying an additional 12 shares in the last quarter. Wells Trecaso Financial Group LLC grew its holdings in W.W. Grainger by 6.0% during the third quarter. Wells Trecaso Financial Group LLC now owns 212 shares of the industrial products company's stock worth $202,000 after buying an additional 12 shares in the last quarter. Rafferty Asset Management LLC grew its holdings in W.W. Grainger by 0.3% during the third quarter. Rafferty Asset Management LLC now owns 3,958 shares of the industrial products company's stock worth $3,772,000 after buying an additional 12 shares in the last quarter. Finally, AGH Wealth Advisors LLC grew its holdings in W.W. Grainger by 3.9% during the third quarter. AGH Wealth Advisors LLC now owns 344 shares of the industrial products company's stock worth $328,000 after buying an additional 13 shares in the last quarter. Institutional investors own 80.70% of the company's stock.

W.W. Grainger Stock Performance

Shares of GWW opened at $1,164.66 on Friday. The stock's 50-day simple moving average is $1,115.93 and its 200 day simple moving average is $1,045.34. The stock has a market capitalization of $55.12 billion, a price-to-earnings ratio of 32.91, a price-to-earnings-growth ratio of 2.43 and a beta of 1.09. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.59 and a current ratio of 2.83. W.W. Grainger, Inc. has a 52-week low of $906.52 and a 52-week high of $1,218.63.

W.W. Grainger (NYSE:GWW - Get Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The industrial products company reported $9.45 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $9.46 by ($0.01). The company had revenue of $4.43 billion for the quarter, compared to analysts' expectations of $4.39 billion. W.W. Grainger had a return on equity of 47.46% and a net margin of 9.51%.The business's revenue for the quarter was up 4.5% on a year-over-year basis. During the same period last year, the company posted $9.71 EPS. W.W. Grainger has set its FY 2026 guidance at 42.250-44.750 EPS. Research analysts forecast that W.W. Grainger, Inc. will post 43.61 EPS for the current fiscal year.

W.W. Grainger Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Investors of record on Monday, February 9th were issued a dividend of $2.26 per share. This represents a $9.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, February 9th. W.W. Grainger's dividend payout ratio is 25.54%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on GWW shares. Barclays upped their price target on W.W. Grainger from $1,044.00 to $1,047.00 and gave the stock an "underweight" rating in a report on Monday, March 16th. Sanford C. Bernstein upped their price objective on W.W. Grainger from $1,052.00 to $1,125.00 and gave the company a "market perform" rating in a research note on Tuesday. Weiss Ratings upgraded W.W. Grainger from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, February 6th. JPMorgan Chase & Co. upped their price objective on W.W. Grainger from $1,100.00 to $1,165.00 and gave the company a "neutral" rating in a research note on Friday, February 6th. Finally, Morgan Stanley upped their price objective on W.W. Grainger from $1,100.00 to $1,190.00 and gave the company an "equal weight" rating in a research note on Tuesday, March 3rd. Two investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and an average price target of $1,118.14.

Insiders Place Their Bets

In related news, CFO Deidra C. Merriwether sold 1,488 shares of the company's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $1,114.28, for a total transaction of $1,658,048.64. Following the sale, the chief financial officer owned 10,541 shares of the company's stock, valued at approximately $11,745,625.48. This represents a 12.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 6.30% of the company's stock.

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.

Want to see what other hedge funds are holding GWW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for W.W. Grainger, Inc. (NYSE:GWW - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.