Aster Capital Management DIFC Ltd purchased a new position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,569 shares of the industrial products company’s stock, valued at approximately $1,190,000. Get Parker-Hannifin alerts: A number of other large investors also recently modified their holdings of PH. Berkshire Asset Management LLC PA grew its ...

Parker-Hannifin Corporation (NYSE:PH) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Parker-Hannifin (PH) Gets Price Target Boost to $1,038 from Morgan Stanley Image by Alexsander-777 from Pixabay On February 24, Morgan Stanley raised its price recommendation on Parker-Hannifin Corporation (NYSE:PH) to $1,038 from $945. It reiterated an Equal Weight rating on the stock. The update came after analysts adjusted their model to reflect actual results and rolled forward their estima ...

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the fourth quarter, the S&P 500 returned 2.65%, resulting in a full-year return of 17.9% for 2025. Over the last three years, the Index has achieved annual growth of over 21%. Following the recent trends, market leadership was defined by High Beta and Momentum factors, with narrow participation. However, in the fourth quarter, the mark ...

Acquisition includes HS235, a potentially best-in-class activin signalling inhibitor in clinical development for treatment of cardiopulmonary diseasesHS235 offers potential to treat pulmonary hypertension (PH) patients while reducing the risk of bleeding and providing unique metabolic benefits compared to existing therapies MONTREAL, Feb. 25, 2026 (GLOBE NEWSWIRE) -- 35Pharma, a Canada-based, private, clinical-stage biopharmaceutical company specialised in the development of novel protein-based therapeutics ...

In this article, we will take a look at Goldman Sachs Dividend Stocks: Top 14 Stock Picks.On February 24, CNBC reported that Goldman Sachs sees the stock market as the biggest near-term risk to the US economy. The firm is less concerned about inflation or interest rates at this stage. Instead, it believes a sharp drop in equities could have a more immediate effect on economic growth.Goldman still expects the economy to grow 2.5% in 2026. That outlook is supported by fiscal stimulus, easier monetary policy, ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but they also carry higher risks and volatility. Identifying strong growth stocks is challenging, especially if a company's growth phase is ending [1]. Group 1: Company Overview - Parker-Hannifin (PH) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's growth potential beyond traditional metrics [2]. - The company has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2]. Group 2: Earnings Growth - Parker-Hannifin has a historical EPS growth rate of 16.3%, with projected EPS growth of 12.9% for the current year, surpassing the industry average of 10.3% [5]. - Earnings growth is a critical factor for attracting investor interest, particularly when it reaches double-digit levels [4]. Group 3: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 5.3%, which is above the industry average of 3.6% [6]. - Historical cash flow growth has been strong, with an annualized rate of 18.2% over the past 3-5 years compared to the industry average of 10% [7]. Group 4: Earnings Estimate Revisions - There is a positive trend in earnings estimate revisions for Parker-Hannifin, with the current-year estimates increasing by 1.9% over the past month [8]. - Trends in earnings estimate revisions are correlated with near-term stock price movements, making this a significant factor for investors [8]. Group 5: Investment Conclusion - Parker-Hannifin has achieved a Growth Score of B and a Zacks Rank of 2, indicating it is a solid choice for growth investors and a potential outperformer [10].

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Summary of Parker Hannifin Conference Call Company Overview - **Company**: Parker Hannifin - **Industry**: Aerospace and Industrial Technologies Key Points Order Trends and Business Performance - Parker Hannifin reported a positive trend in orders, particularly in aerospace, which has seen four consecutive years of double-digit organic growth [4][5] - Industrial orders have also turned positive, with North America experiencing a 7% increase [5] - The company has shifted focus towards longer cycle businesses, contributing to the positive order trends [5] - Construction and power generation sectors have shown signs of recovery, with construction orders turning positive [6] Pricing and Cost Management - The company has effectively managed pricing versus costs, particularly in light of tariff uncertainties [7] - Parker Hannifin employs a local-for-local manufacturing strategy to mitigate tariff impacts, allowing for efficient procurement and inventory management [12][13] - The company aims to maintain margins and EPS despite external cost pressures [13] Win Strategy and Continuous Improvement - The Win Strategy has been a long-standing initiative focused on operational excellence and continuous improvement [22] - The strategy has evolved over 26 years, with ongoing efforts to eliminate waste and improve efficiency [23] - Recent acquisitions have benefited from the Win Strategy, enhancing their operational performance [24] Growth Projections - The company is guiding for 5% organic growth at the midpoint for FY 2026, aligning with its historical growth framework of 4-6% [36] - Aerospace is expected to continue strong growth, although double-digit growth may become challenging due to tougher comparisons [32][35] - Industrial sectors are showing signs of life, with positive trends in construction and industrial equipment [35] International Market Performance - Asia Pacific has shown strength, particularly in electronics and semiconductors, while Europe has recently posted its first organic growth after seven quarters of decline [87][88] - Latin America remains a challenging market, but the team has achieved record margins despite difficulties [93] Data Centers and Mega Projects - Data center projects are contributing positively to growth, although they remain a small part of the overall business [99][100] - The company has seen benefits from infrastructure builds and mega projects, which have helped maintain a positive outlook [65] Supply Chain and Customer Relationships - Supply chain conditions have improved, with less disruption reported compared to previous years [105] - Strong partnerships with aerospace customers have enhanced the company's ability to meet demand and improve service offerings [106] Future Innovations and Trends - The company is focused on next-generation aircraft and increasing electronic integration across its product lines [198] - Parker Hannifin aims to leverage its strong position in aerospace to secure future contracts and capitalize on emerging trends [198] Financial Health and Acquisition Strategy - Parker Hannifin's balance sheet remains strong, with significant cash flow generation allowing for potential acquisitions [176] - The company emphasizes thoughtful acquisitions that align with its strategic goals and operational synergies [177] Conclusion - Parker Hannifin is positioned for continued growth through strategic focus on aerospace, effective cost management, and a commitment to operational excellence. The company remains optimistic about future opportunities while navigating economic uncertainties.

Company Overview - Parker-Hannifin Corporation has been in the motion and control space for 109 years [3] - The company is guiding for $21 billion in sales for the current year, with sales exposure nearly equally split across its business segments [3] Business Segments - Aerospace segment accounts for 31% of total sales [3] - Diversified Industrial segment is divided into North America (40%) and International (30%) [3] - Technology platforms include Filtration and Engineered Materials (nearly 30%), Flow and Process Control (over 20%), and Motion Systems (17%) [4]

Summary of Parker-Hannifin FY Conference Call Company Overview - Parker-Hannifin Corporation has been in the motion control space for 109 years and is guiding for $21 billion in sales for the fiscal year 2026, with sales exposure split across various segments: 31% aerospace, 30% filtration and engineered materials, 20% flow and process control, and 17% motion systems [2][3] Core Business Segments - The company has a diversified portfolio with significant exposure to aerospace and defense, plant and industrial equipment (20%), transportation (15%), and off-highway (13%) [4][5] - Two-thirds of the portfolio is sold to customers purchasing from four or more technology platforms, indicating strong interconnectivity and customer reliance on multiple offerings [3] Financial Performance - Parker-Hannifin has achieved a 6% CAGR in revenue over the past 10 years, with a margin expansion of 1,150 basis points and EPS growth of 16% CAGR [7] - The company has added five companies to its portfolio, contributing to 40% of EPS growth, and is looking forward to the acquisition of the Filtration Group [8] Market Dynamics - The aerospace segment has shown double-digit organic growth for three consecutive years, while the industrial side has recently turned positive after two years of negative growth [9][10] - Positive trends are noted in in-plant and industrial equipment, mining, construction, and energy sectors, while transportation remains challenging [10][11] Strategic Initiatives - The "Win Strategy" has been pivotal in driving growth, margin expansion, and cash flow generation, with decentralized operations allowing for individual P&L accountability [5][6] - The company is focusing on longer-cycle business opportunities, with a record backlog indicating strong future demand [31] Automation and Technology - Parker-Hannifin is investing in automation within its facilities and is seeing similar trends among customers, particularly in robotics and material handling applications [38][41] - The company emphasizes a balanced approach to automation, focusing on efficiency and waste reduction before implementing large-scale automation [38] Acquisition Strategy - The company has a robust acquisition pipeline, with a focus on businesses that have a history of faster growth than legacy operations. The integration of Curtis is proceeding as planned, and preparations for the Filtration Group acquisition are underway [90][92][93] - The Filtration Group acquisition is expected to enhance the company's filtration aftermarket exposure by 500 basis points [110] Margin and Growth Targets - Parker-Hannifin has set a target of 27% segment operating margin by FY 2029, with expectations for continued margin expansion beyond that [106] - The company aims for organic growth of 4-6% and EPS growth of over 10% annually, alongside maintaining a strong dividend record [106] Conclusion - Parker-Hannifin is well-positioned for future growth with a diversified portfolio, strong market presence in aerospace and industrial sectors, and a strategic focus on long-term growth and margin expansion through innovation and acquisitions [72][106]