Jacobs Levy Equity Management 13F: Cuts GGG Stake by $2.5M

Jacobs Levy Cuts Graco Stake

Jacobs Levy Equity Management trimmed its position in Graco Inc. (NYSE:GGG) by selling 32,906 shares during the period ended May 15, 2026. According to a Form 13F filing with the SEC, the fund held 1,063,694 shares after the adjustment, which translates to a 3.0% reduction from its prior count of 1,096,600 shares. The remaining investment was valued at approximately $80.4 million at the time of the report. Because 13F filings look backward at portfolio holdings from the close of the quarter, this snapshot may not reflect the fund's current share count today.

Graco Shares Trade Under Pressure

The stock recently changed hands around $75.61, resting below its 50-day moving average of $78.73 and its 200-day moving average of $82.07. Graco shares have traded within a 52-week range of $72.51 to $95.69. The company commands a market value of $12.4 billion and has a forward P/E ratio of 21.9.

Recent Insider Activity at Graco

Company insiders were active on July 1, 2026, stepping in to pick up shares on the open market at $75.61 per share. Heather Anfang bought 353 shares worth $26,690.33, while Eric Etchart acquired 174 shares valued at $13,156.14. Kevin Gilligan added 621 shares for $46,953.81, Kevin Wheeler purchased 331 shares totaling $25,026.91, Jody Feragen picked up 414 shares worth $31,302.54, and Archie Black bought 353 shares valued at $26,690.33.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the industrial machinery provider through recent months. On July 9, 2026, Wolfe Research moved to a peer perform rating. Later, RBC Capital adjusted targets, maintaining an outperform rating on July 16, 2026, with a $92.0 target, raising it to $96.0 on July 24, 2026, and moving it to $95.0 on October 14, 2026. DA Davidson kept a neutral stance with an $85.0 target on July 27, 2026.

Inside the Industrial Machinery Business

Graco designs and builds systems and equipment used to move, measure, control, and dispense fluid and powder materials across industrial, contractor, and expansion markets. The firm operates from its headquarters in Minneapolis, Minnesota, serving manufacturing, construction, and processing customers worldwide.

What Comes Next for Graco

Investors will look toward the company's next earnings report on October 21, 2026, for fresh details on revenue and profit trends. Future disclosures will show whether institutional managers continue to trim or rebuild their positions in the machinery manufacturer.