Parker-Hannifin (PH)

• Market cap: $72.2B
• 1 day: 0.28%
• 5 days: 1.22%
• 1 month: -9.75%
• 3 months: -16.20%
• 6 months: -12.32%
• Year to date: -10.88%
• 1 year: 3.78%
• 5 years: 304.76%
• 10 years: 361.84%
• Sector: Industrials
• Industry: Specialty Industrial Machinery

About: Parker Hannifin started out in 1917 as Parker Appliance, selling pneumatic brakes. Through the acquisition of branded components, the firm has expanded into aerospace engines, agricultural and construction machinery, freight and passenger vehicles, and industrial automation equipment. Within these larger systems, Parker sells a wide array of small, critical pieces such as hydraulic, electromechanical, climate control, and filtration components. Many of its products are designed to work together, resulting in a high rate of cross-selling.

Employees: 61,120

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

146% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 84

127% more call options, than puts

Call options by funds: $392M | Put options by funds: $173M

14% more repeat investments, than reductions

Existing positions increased: 604 | Existing positions reduced: 528

10% more capital invested

Capital invested by funds: $65.6B [Q3] → $71.8B (+$6.26B) [Q4]

6% more funds holding

Funds holding: 1,504 [Q3] → 1,599 (+95) [Q4]

5.63% more ownership

Funds ownership: 81.01% [Q3] → 86.63% (+5.63%) [Q4]

3% more funds holding in top 10

Funds holding in top 10: 33 [Q3] → 34 (+1) [Q4]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $564 1% upside
• Avg. target: $726 29% upside
• High target: $824 47% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Citigroup Andrew Kaplowitz 15% 1-year accuracy 13 / 88 met price target	19% upside $665	Buy Maintained	14 Apr 2025
Stifel Nathan Jones 19% 1-year accuracy 14 / 72 met price target	1% upside $564	Hold Maintained	14 Apr 2025
Barclays Julian Mitchell 35% 1-year accuracy 44 / 124 met price target	25% upside $700	Overweight Maintained	10 Apr 2025
Truist Securities Jamie Cook 33% 1-year accuracy 29 / 88 met price target	28% upside $717	Buy Maintained	8 Apr 2025
Keybanc Jeffrey Hammond 31% 1-year accuracy 14 / 45 met price target	23% upside $690	Overweight Maintained	8 Apr 2025