What is the 13F Pro Quality Score for GGG?

13F Pro ranks GRACO INC (GGG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View GGG's current score at https://13fpro.ai/research/GGG (free sign-up required for the full ranking).

Which hedge funds own the most GGG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of GGG include BlackRock,, STATE STREET, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/GGG as soon as new 13F filings post.

Where does 13F Pro source GGG data?

All GRACO INC fundamentals and ownership data come directly from SEC EDGAR. GRACO INC files with the SEC under CIK 42888. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is GGG in?

GRACO INC (GGG) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives GGG's revenue?

Per GRACO INC's latest 10-Q filed with the SEC on 2026-04-22, the biggest revenue drivers are: Contractor ($260.0M, +2% YoY); Industrial ($240.4M, +4% YoY); Expansion Markets ($39.7M, -4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/GGG.

What are GGG's largest expenses?

GRACO INC's latest 10-Q reports these as the largest expense items: Cost of products sold ($259.5M, +3% YoY); Selling, marketing and distribution ($70.0M, +4% YoY); General and administrative ($52.9M, +12% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended March 27, 2026).

How often is GGG research updated on 13F Pro?

GGG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

GRACO INC(GGG)Stock Analysis

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13F Pro Quality Score

67.2/100

Rank #476 of 2,879 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

37.4/100

Profitability

85.4/100

Balance Sheet

93.5/100

Earnings Quality

37.2/100

Free Cash Flow

83.1/100

Institutional Flow

46.8/100

Revenue Scale

64.0/100

Dilution Risk

46.5/100

GGG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for GRACO INC (GGG), a Industrials sector company. 13F Pro's AI-powered ranking engine scores GGG at 67.2/100 on a 32-signal composite quality model, placing it at rank #476 of 2,879 stocks — the top 25% of the AI-ranked universe. GGG scores in the top quartile across balance sheet strength (93.5), profitability (85.4), free cash flow (83.1). Areas of concern include earnings quality (37.2) and revenue growth (37.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 46.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), GRACO INC reports quarterly revenue of $540.1M, net income of $118.5M, an operating margin of 25.5%. Top institutional holders of GGG by reported 13-F value include BlackRock,, STATE STREET, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. GGG trades on the NYSE exchange and files with the SEC under CIK 42888. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate GGG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for GRACO INC directly from SEC EDGAR. GRACO INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 67.2 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

What's Driving GGG's Business? Latest 10-Q Breakdown

✓ 20/20 datapoints verified

AI-extracted from GRACO INC's 10-Q filed 2026-04-22 — Q1 FY2026 (quarter ended March 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales increased 2% to $540.1M in Q1 2026, but organic sales declined 6% as acquired operations and currency translation offset weak global construction and industrial markets.

Biggest Revenue Drivers

Total revenue: $540.1M+2% YoY

Contractor$260.0M+2% YoY

Incremental sales from acquired operations and favorable currency translation offset continued weakness in worldwide construction markets.

Industrial$240.4M+4% YoY

$20 million from acquired operations more than offset timing of finishing system sales and project activity impacts.

Expansion Markets$39.7M-4% YoY

Lower semiconductor application sales in the Americas drove decline, partially offset by lower expenses and improved gross margin.

Largest Expense Items

Cost of products sold$259.5M+3% YoY

Higher product costs including incremental tariffs of $7 million, unfavorable product and channel mix, and lower margin rates of acquired operations.

Selling, marketing and distribution$70.0M+4% YoY

Increase included approximately $3 million from acquired operations and $3 million from currency translation effects.

General and administrative$52.9M+12% YoY

Increased expenses including impacts from acquired operations and currency translation.

Product development$19.9M+3% YoY

Incremental costs from acquired operations and currency translation.

Margins: Gross margin rate declined to 52.0% from 52.6% primarily due to unfavorable product and channel mix, lower margins from acquired operations, and tariff impacts, partially offset by price realization. Operating margin compressed to 25.5% from 27.3% due to lower gross margin and 7% increase in operating expenses.

Watch Items from the Filing

Organic sales declined 6% despite 2% reported growth, indicating significant reliance on acquisitions and currency gains to offset underlying market weakness across Contractor and Industrial segments.
Tariff costs of $7 million in Q1 2026 pressuring margins; company notes price realization mostly offset tariff impacts but product and channel mix remained unfavorable.
Industrial segment operating margin declined 2 percentage points to 32% from 34% despite 4% sales growth, reflecting higher product costs and unfavorable mix.
Expansion Markets sales declined 4% YoY, driven by 15% drop in Americas semiconductor application sales; segment represents only 7% of total revenue.
Company maintains solid liquidity of $1.485B including $712M cash and $773M available credit, supporting planned capital expenditures of ~$100M for 2026 and potential acquisitions.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$540.1M

Net Income

Q1 2026

$118.5M

Free Cash Flow

Q1 2026

$108.1M

Operating Margin

Q1 2026

25.5%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.4% YoY

$2.20BFY 2023

FY20 $1.65BFY21 $1.99BFY22 $2.14BFY23 $2.20B

Net Income

+10.0% YoY

$506.5MFY 2023

FY20 $330.5MFY21 $439.9MFY22 $460.6MFY23 $506.5M

Operating Income

+12.9% YoY

$646.8MFY 2023

FY20 $391.7MFY21 $531.3MFY22 $572.7MFY23 $646.8M

EPS (Diluted)

+10.5% YoY

$2.94FY 2023

FY20 $1.92FY21 $2.52FY22 $2.66FY23 $2.94

Total Assets

+11.6% YoY

$2.72BFY 2023

FY20 $1.99BFY21 $2.44BFY22 $2.44BFY23 $2.72B

Total Debt

-100.0% YoY

$0.00FY 2023

FY20 $150.0MFY21 $150.0MFY22 $75.0MFY23 $0.00

Op. Cash Flow

+72.5% YoY

$651.0MFY 2023

FY20 $394.0MFY21 $456.9MFY22 $377.4MFY23 $651.0M

Metric	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018
Revenue	$2.20B +2.4%	$2.14B +7.8%	$1.99B +20.5%	$1.65B +0.2%	$1.65B -0.4%	$1.65B
Net Income	$506.5M +10.0%	$460.6M +4.7%	$439.9M +33.1%	$330.5M -3.9%	$343.9M +0.8%	$341.1M
Operating Income	$646.8M +12.9%	$572.7M +7.8%	$531.3M +35.6%	$391.7M -7.7%	$424.5M -2.7%	$436.4M
EPS (Diluted)	$2.94 +10.5%	$2.66 +5.6%	$2.52 +31.3%	$1.92 -4.0%	$2.00 +1.5%	$1.97
Total Assets	$2.72B +11.6%	$2.44B -0.2%	$2.44B +22.9%	$1.99B +17.5%	$1.69B +14.9%	$1.47B
Total Debt	$0.00 -100.0%	$75.0M -50.0%	$150.0M +0.0%	$150.0M -8.7%	$164.3M -38.3%	$266.4M
Operating Cash Flow	$651.0M +72.5%	$377.4M -17.4%	$456.9M +16.0%	$394.0M -5.9%	$418.7M +13.8%	$368.0M

AI Insight: GGG Financial Trends

Graco's revenue remains volatile around $540–593M while operating margins hold steady at 23–28%, but Q1 2026 cash flow collapsed to $120M versus $196M in Q4 2025.

• Operating margin stable 23–28% across all eight quarters; net income consistency around $119–138M despite revenue swings.

• Operating cash flow averaged $155M but Q1 2026 dropped to $120M—lowest since Q1 2025's $125M.

• Equity grown 5.7% from Q2 2025 ($2,501M) to Q1 2026 ($2,742M); minimal debt ($2M in Q4 2025).

⚠ Q1 2026 operating cash flow fell 39% to $120M from Q4 2025's $196M—working capital timing or demand signal unclear.

⚠ Revenue volatility persists; Q1 2026 at $540M is 9% below Q4 2025 peak of $593M with no clear seasonal pattern.

AI Insight: GGG Ratio Trends

Operating margin and ROIC have contracted sharply in Q1 2026, marking the weakest profitability quarter in the trailing dataset.

• Operating margin fell to 25.5% in Q1 2026 from 30.3% in Q3 2025, a 480bp decline in six months.

• ROIC dropped to 20.1% in Q1 2026 from 25.2% peak in Q2–Q3 2025, reversing prior recovery trend.

• ROA deteriorated to 14.2% in Q1 2026, lowest level in dataset; mirrors margin compression across profitability metrics.

⚠ Q1 2026 weakness across all margin and return metrics may reflect seasonal trough or demand softness; Q2–Q3 2025 strength was recent.

⚠ D/E at 0.00 in Q4 2025 but missing in latest TTM; leverage status unclear—confirm capital structure trend.

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Available Research

13F Pro tracks comprehensive data for GRACO INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of GGG

BlackRock, Inc.
$1.6B18,393,459 sh
STATE STREET CORP
$676.8M7,995,352 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$674.1M7,962,957 sh
VANGUARD CAPITAL MANAGEMENT LLC
$625.0M7,383,240 sh
GEODE CAPITAL MANAGEMENT, LLC
$410.8M4,861,437 sh
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$350.7M4,143,514 sh
Fiera Capital Corp
$333.4M3,938,901 sh
MORGAN STANLEY
$333.2M3,936,242 sh
MAIRS & POWER INC
$323.0M3,815,684 sh
PineStone Asset Management Inc.
$306.9M3,625,540 sh

Fund	Value	Shares
BlackRock, Inc.	$1.6B	18,393,459
STATE STREET CORP	$676.8M	7,995,352
VANGUARD PORTFOLIO MANAGEMENT LLC	$674.1M	7,962,957
VANGUARD CAPITAL MANAGEMENT LLC	$625.0M	7,383,240
GEODE CAPITAL MANAGEMENT, LLC	$410.8M	4,861,437
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$350.7M	4,143,514
Fiera Capital Corp	$333.4M	3,938,901
MORGAN STANLEY	$333.2M	3,936,242
MAIRS & POWER INC	$323.0M	3,815,684
PineStone Asset Management Inc.	$306.9M	3,625,540

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Is GGG a good stock to buy?

13F Pro's AI-powered analysis of GRACO INC (GGG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for GGG are available on the GGG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own GGG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling GGG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of GRACO INC's investment landscape.