W.W. Grainger, Inc. $GWW Stock Holdings Raised by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC increased its stake in W.W. Grainger by 160.6% in Q4 to 68,139 shares, worth about $68.8 million (roughly 0.14% of the company).
• Wall Street sentiment is mixed with a consensus "Hold" rating and a $1,080.38 target, though several firms raised targets recently (Oppenheimer to $1,300 and Morgan Stanley to $1,190).
• Grainger reported Q4 EPS of $9.45 (missing by $0.01) and revenue of $4.43 billion (+4.5% YoY), and set FY2026 guidance of EPS $42.25–44.75.

SG Americas Securities LLC grew its stake in W.W. Grainger, Inc. (NYSE:GWW - Free Report) by 160.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 68,139 shares of the industrial products company's stock after purchasing an additional 41,990 shares during the quarter. SG Americas Securities LLC owned approximately 0.14% of W.W. Grainger worth $68,756,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. increased its holdings in W.W. Grainger by 1.9% in the third quarter. Vanguard Group Inc. now owns 5,731,880 shares of the industrial products company's stock valued at $5,462,252,000 after buying an additional 104,607 shares during the last quarter. State Street Corp raised its stake in W.W. Grainger by 0.7% during the third quarter. State Street Corp now owns 1,996,053 shares of the industrial products company's stock valued at $1,902,159,000 after buying an additional 13,779 shares in the last quarter. Parnassus Investments LLC bought a new position in W.W. Grainger during the 3rd quarter worth approximately $721,202,000. Northern Trust Corp lifted its holdings in W.W. Grainger by 0.5% during the 3rd quarter. Northern Trust Corp now owns 659,158 shares of the industrial products company's stock worth $628,151,000 after buying an additional 3,114 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of W.W. Grainger in the 2nd quarter worth approximately $536,916,000. Institutional investors own 80.70% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Oppenheimer boosted their price target on W.W. Grainger from $1,250.00 to $1,300.00 and gave the company an "outperform" rating in a report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price objective on W.W. Grainger from $1,100.00 to $1,165.00 and gave the stock a "neutral" rating in a research note on Friday, February 6th. Barclays lifted their price objective on shares of 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. Morgan Stanley boosted their target price on shares of 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. Finally, Weiss Ratings raised shares of W.W. Grainger from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $1,080.38.

W.W. Grainger Stock Up 0.9%

NYSE:GWW opened at $1,064.31 on Wednesday. The company has a current ratio of 2.83, a quick ratio of 1.59 and a debt-to-equity ratio of 0.57. The stock has a 50 day moving average of $1,106.14 and a 200-day moving average of $1,023.17. The firm has a market capitalization of $50.37 billion, a PE ratio of 30.07, a price-to-earnings-growth ratio of 2.22 and a beta of 1.10. W.W. Grainger, Inc. has a 52 week low of $893.99 and a 52 week high of $1,218.63.

W.W. Grainger (NYSE:GWW - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The industrial products company reported $9.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $9.46 by ($0.01). W.W. Grainger had a return on equity of 47.46% and a net margin of 9.51%.The company had revenue of $4.43 billion during the quarter, compared to the consensus estimate of $4.39 billion. During the same period last year, the business posted $9.71 EPS. The company's revenue for the quarter was up 4.5% on a year-over-year basis. W.W. Grainger has set its FY 2026 guidance at 42.250-44.750 EPS. Analysts predict that W.W. Grainger, Inc. will post 40.3 EPS for the current year.

W.W. Grainger Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Sunday, March 1st. Shareholders of record on Monday, February 9th were paid a $2.26 dividend. This represents a $9.04 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Monday, February 9th. W.W. Grainger's dividend payout ratio (DPR) is presently 25.54%.

W.W. Grainger 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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