Graco Inc. (NYSE: GGG) disclosed insider activity and quarterly results that together present a picture of steady operational performance. On February 2, 2026, Peter J. O’Shea, who serves as president of the company’s Global Industrial Division, sold 8,820 shares of Graco common stock for a total of $777,006. The shares transacted at prices between $88.03 and $88.22 on the day of the sale.
Also on February 2, 2026, O’Shea exercised options to acquire 8,820 shares of Graco common stock at an exercise price of $23.8467, for a combined value of $210327. Following these transactions, O’Shea directly holds 14,789.9846 shares of Graco Inc.
Those insider moves coincided with Graco’s release of fourth-quarter 2025 financial results, which aligned with analyst projections. The company reported fourth-quarter earnings per share of $0.77, matching the consensus estimate. Revenue for the quarter came in at $593 million, modestly above the forecasted $590.91 million, while segment earnings before interest and taxes were reported at $169 million, consistent with consensus expectations.
Company disclosure noted that the quarter’s results included approximately $5 million of one-time upfront license fees in the Expansion Markets segment. That item was explicitly called out in the financials.
Market analysts reacted to the reported quarter: Goldman Sachs raised its price target on Graco to $89 from $83 but retained a Neutral rating on the shares. The combination of an inline quarter, a small revenue beat, and the analytic response frames the company’s recent developments as steady performance rather than a material inflection.
For stakeholders tracking insider activity and quarterly metrics, the day’s filings show both equity realization through the sale and option exercise activity by a senior operating executive, occurring alongside results that largely met expectations. The filings and the earnings release together provide the publicly reported facts without additional commentary or interpretation from the company about motives or future guidance.
Note: The article reports the transactions, share counts, reported financial results and analyst action as publicly disclosed.