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 ...

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 Insights - Parker-Hannifin Corporation (PH) has a market cap of $126.4 billion and operates in various sectors including aerospace, defense, industrial, transportation, energy, and HVAC and refrigeration [1] Stock Performance - Over the past 52 weeks, PH stock has increased by 44.4%, significantly outperforming the S&P 500 Index, which rose by 11.8% [2] - Year-to-date, shares of Parker-Hannifin have risen nearly 14%, while the S&P 500 Index has experienced a slight decline [2] - The company's stock has also outperformed the State Street Industrial Select Sector SPDR ETF (XLI), which returned 26.3% over the same period [3] Financial Performance - In Q2 2026, Parker-Hannifin reported an adjusted EPS of $7.65, exceeding Wall Street estimates, with record sales of $5.17 billion, reflecting a 9% year-over-year increase [6] - The company achieved an adjusted segment operating margin of 27.1%, with adjusted net income growing by 15% to $980 million, and order rates increasing by 9%, leading to a record backlog of $11.7 billion [6] - Full-year guidance has been raised, with adjusted EPS expected to be between $30.40 and $31, driven by strong aerospace demand and improving industrial markets [7] - Analysts project a 13.3% year-over-year growth in adjusted EPS for the fiscal year ending in June 2026, estimating it to reach $30.97 [7] Analyst Ratings - Among 24 analysts covering Parker-Hannifin, the consensus rating is a "Strong Buy," consisting of 17 "Strong Buy" ratings, one "Moderate Buy," and six "Holds" [8] - The current analyst configuration is more bullish compared to three months ago, which had 15 "Strong Buy" ratings [9]

Company Announcement - Parker Hannifin Corporation is scheduled to present at the Barclays 43 Industrial Select Conference in Miami Beach, Florida on February 18, 2026 at 11:00 a.m. Eastern time [1] - A live webcast of the presentation will be accessible on Parker's investor information website and will be archived on the site [1] Company Profile - Parker Hannifin is a Fortune 250 global leader in motion and control technologies, with over a century of experience enabling engineering breakthroughs [2] - The company has increased its annual dividend per share paid to shareholders for 69 consecutive fiscal years, ranking among the top five longest-running dividend-increase records in the S&P 500 index [2]

Core Insights - Parker Hannifin Corporation has released its fiscal year 2025 Sustainability Report, themed "Purpose in Motion," emphasizing the company's commitment to enabling engineering breakthroughs for a better tomorrow [1][3]. Group 1: Safety Initiatives - The company has achieved a 52% reduction in recordable incidents compared to the FY19 baseline, with 81% of all sites reporting zero recordable incidents in FY25, ranking in the top quartile of the industrial sector [6]. - Over 37,000 team members participated in High Performance Teams, enhancing shared learning and leadership development [6]. Group 2: Clean Technologies - Parker collaborates with customers to create lighter, more efficient solutions, focusing on electrification, clean energy systems, and alternative fuels [6]. - The report highlights Parker's market-driven approach to innovation and sustainable product development [6]. Group 3: Carbon Emissions Reduction - Since FY19, Parker has initiated over 1,300 projects aimed at reducing its energy footprint, resulting in a 36% reduction in Scope 1 and Scope 2 emissions from FY19 to FY24 [6]. Group 4: Supplier Engagement - The company has introduced a new Supplier Engagement Target program aligned with SBTi, focusing on enhancing emissions data, reporting, and capacity among key suppliers [6]. Group 5: Community Investment - In FY25, Parker and the Parker Foundation contributed over $13 million in charitable donations, with team members performing approximately 23,000 hours of community service [6].

Core Insights - U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index increasing by 2.66% and the Bloomberg U.S. Aggregate Bond Index rising by 1.10% [1] - Value stocks outperformed growth stocks, and the U.S. economy demonstrated resilience, with artificial intelligence being a significant theme as over 300 S&P 500 companies mentioned "AI" in earnings calls [1] - The Composite returned 1.45% pure gross of fees (0.95% net of fees), underperforming the Russell 1000 Value Index's 3.8% gain and the S&P 500 Index's 2.66% gain [1] Company Performance - Parker-Hannifin Corporation (NYSE:PH) was highlighted as a top contributor to the Value Equity Strategy's performance in Q4 2025, with a one-month return of 6.16% and a 52-week gain of 39.99% [2] - As of February 3, 2026, Parker-Hannifin's stock closed at $964.33 per share, with a market capitalization of $121.714 billion [2] - The company benefits from strength in its aerospace business, driven by demand for original equipment and aftermarket services, leading to organic growth and margin expansion [3] - The integration of Meggitt, acquired in 2022, has enhanced Parker-Hannifin's aerospace and defense capabilities, increasing exposure to higher-margin aftermarket revenue [3] - Management has improved the company's balance sheet, with net debt-to-EBITDA trending lower, supporting a more resilient earnings profile [3] - Parker-Hannifin's diverse portfolio positions it to capitalize on trends such as factory automation, electrification of industrial equipment, and modernization across aerospace platforms [3] - The execution of the Win Strategy focuses on operational excellence, pricing discipline, and strong cash flow generation, which is expected to improve profitability and free cash flow over time [3]

Core Insights - Parker-Hannifin Corporation reported better-than-expected second-quarter financial results and raised its FY26 guidance [1][2] Financial Performance - Adjusted EPS for the second quarter was $7.65, surpassing the analyst estimate of $7.17 [1] - Net sales reached $5.174 billion, exceeding the estimate of $5.066 billion, with a year-over-year sales increase of 9% and organic sales growth of 6.6% [1] Guidance Updates - For fiscal 2026, GAAP EPS guidance was raised to a range of $26.26 to $26.86 from a previous range of $25.53 to $26.33, compared to a $26.46 estimate [2] - Adjusted EPS guidance was increased to $30.40 to $31.00 from $29.60 to $30.40, against a $30.33 estimate [2] - Sales guidance was raised to a range of $20.942 billion to $21.339 billion from $20.644 billion to $21.239 billion, compared to a $21.106 billion estimate [3] Market Reaction - Following the earnings announcement, Parker-Hannifin shares fell by 1.6% to trade at $933.42 [3] Analyst Ratings - Stifel analyst Nathan Jones maintained a Hold rating and raised the price target from $941 to $965 [4] - Wells Fargo analyst Joseph O'Dea maintained an Overweight rating and increased the price target from $1,000 to $1,050 [4] - Barclays analyst Julian Mitchell also maintained an Overweight rating, boosting the price target from $990 to $1,020 [4]

Core Insights - Parker-Hannifin Corporation reported better-than-expected second-quarter financial results and raised its FY26 guidance [1][2] Financial Performance - Adjusted EPS for the second quarter was $7.65, surpassing the analyst estimate of $7.17 [1] - Net sales reached $5.174 billion, exceeding the estimate of $5.066 billion, with a year-over-year sales increase of 9% and organic sales growth of 6.6% [1] Guidance Updates - For fiscal 2026, GAAP EPS guidance was raised to a range of $26.26 to $26.86 from a previous range of $25.53 to $26.33, compared to a $26.46 estimate [2] - Adjusted EPS guidance was increased to $30.40 to $31.00 from $29.60 to $30.40, against a $30.33 estimate [2] - Sales guidance was raised to a range of $20.942 billion to $21.339 billion from $20.644 billion to $21.239 billion, compared to a $21.106 billion estimate [3] Market Reaction - Following the earnings announcement, Parker-Hannifin shares fell by 1.6% to trade at $933.42 [3] Analyst Ratings - Stifel analyst Nathan Jones maintained a Hold rating and raised the price target from $941 to $965 [4] - Wells Fargo analyst Joseph O'Dea maintained an Overweight rating and increased the price target from $1,000 to $1,050 [4] - Barclays analyst Julian Mitchell also maintained an Overweight rating, boosting the price target from $990 to $1,020 [4]

On profitability, Leombruno said adjusted EBITDA margin was 27.7%, up 90 basis points from the prior year, while net income was $980 million, representing return on sales of 18.9%. Adjusted EPS was $7.65, up 17% year over year, which he called a record.CFO Todd Leombruno added that the quarter produced new records for sales, adjusted segment operating margin, EBITDA, net income, and earnings per share. He said sales increased 9% year over year, with organic growth “nearly 7%,” currency a 2% tailwind, acquis ...