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

Key Points

• PFA Pension bought a new stake in Parker‑Hannifin valued at approximately $104.04 million (117,054 shares), representing about 0.09% of the company.
• Parker‑Hannifin beat Q3 expectations with EPS of $8.17 and revenue of $5.49 billion, raised FY‑2026 adjusted EPS guidance to $31.20, and reported a record backlog of $12.5 billion alongside strong cash generation and buybacks.
• There has been notable insider selling recently (COO sold 4,664 shares at ~$999 each), with insiders offloading 10,063 shares worth about $9.89 million in the last quarter, while institutional ownership stands at ~82.4%.

PFA Pension Forsikringsaktieselskab purchased a new position in Parker-Hannifin Corporation (NYSE:PH - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 117,054 shares of the industrial products company's stock, valued at approximately $104,040,000. PFA Pension Forsikringsaktieselskab owned about 0.09% of Parker-Hannifin at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Texas Capital Bancshares Inc TX bought a new stake in Parker-Hannifin in the 3rd quarter worth about $25,000. Chilton Capital Management LLC bought a new stake in Parker-Hannifin in the 3rd quarter worth about $29,000. Ameriflex Group Inc. increased 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 buying an additional 33 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC increased 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 buying an additional 16 shares in the last quarter. Finally, Morse Asset Management Inc increased 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 buying an additional 28 shares in the last quarter. 82.44% of the stock is currently owned by institutional investors.

Insider Activity

In other news, COO Andrew D. Ross sold 4,664 shares of Parker-Hannifin stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $999.00, for a total transaction of $4,659,336.00. Following the transaction, the chief operating officer directly owned 13,120 shares of the company's stock, valued at $13,106,880. The trade was a 26.23% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Matthew A. Jacobson sold 564 shares of Parker-Hannifin stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $949.94, for a total value of $535,766.16. Following the transaction, the vice president directly owned 1,000 shares in the company, valued at approximately $949,940. The trade was a 36.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 10,063 shares of company stock worth $9,891,214. 0.32% of the stock is currently owned by corporate insiders.

Parker-Hannifin Trading Down 3.0%

Parker-Hannifin stock opened at $881.74 on Friday. The business has a 50-day simple moving average of $948.12 and a two-hundred day simple moving average of $900.79. The company has a market cap of $111.29 billion, a P/E ratio of 32.16, a P/E/G ratio of 2.92 and a beta of 1.25. Parker-Hannifin Corporation has a 52-week low of $608.31 and a 52-week high of $1,034.96. The company has a quick ratio of 0.66, a current ratio of 1.13 and a debt-to-equity ratio of 0.46.

Parker-Hannifin (NYSE:PH - Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $7.84 by $0.33. The business had revenue of $5.49 billion during the quarter, compared to the consensus estimate of $5.40 billion. Parker-Hannifin had a return on equity of 27.97% and a net margin of 16.58%.The business's quarterly revenue was up 10.6% compared to the same quarter last year. During the same period in the previous year, the company posted $6.94 EPS. Parker-Hannifin has set its FY 2026 guidance at 31.200-31.200 EPS. Analysts predict that Parker-Hannifin Corporation will post 31.04 EPS for the current year.

Parker-Hannifin Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, June 5th. Shareholders of record on Friday, May 8th will be paid a dividend of $2.00 per share. The ex-dividend date is Friday, May 8th. This represents a $8.00 dividend on an annualized basis and a dividend yield of 0.9%. This is an increase from Parker-Hannifin's previous quarterly dividend of $1.80. Parker-Hannifin's dividend payout ratio is presently 29.18%.

Analysts Set New Price Targets

PH has been the subject of several research analyst reports. Wall Street Zen upgraded Parker-Hannifin from a "hold" rating to a "buy" rating in a report on Wednesday, February 4th. Stifel Nicolaus lifted their price objective on Parker-Hannifin from $965.00 to $1,000.00 and gave the stock a "hold" rating in a report on Friday, April 10th. Barclays lifted their price objective on Parker-Hannifin from $990.00 to $1,020.00 and gave the stock an "overweight" rating in a report on Friday, January 30th. Truist Financial set a $1,147.00 price objective on Parker-Hannifin in a report on Friday. Finally, The Goldman Sachs Group restated a "buy" rating on shares of Parker-Hannifin in a research note on Thursday, January 29th. Seventeen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, Parker-Hannifin currently has an average rating of "Moderate Buy" and an average price target of $1,012.45.

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

Parker-Hannifin Profile

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.

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