Exploring Parker-Hannifin Corporation (PH) Investor Profile: Who’s Buying and Why?

Have you ever wondered who really owns Parker-Hannifin Corporation (PH) and why they're investing? As of December 31, 2024, institutional investors hold a significant sway, owning approximately 86.59% of the company. Among the top institutional holders, Vanguard Group Inc. leads with 10.85 million shares, valued at $6,089,528,214, followed by State Street Corporation with 9.81 million shares worth $5,502,873,684, and BlackRock Inc. with 9.22 million shares valued at $5,170,774,026. But what does this ownership structure mean for the company's direction and stability, and what motivates these major players to invest in Parker-Hannifin?

Parker-Hannifin Corporation (PH) Who Invests in Parker-Hannifin Corporation (PH) and Why?

Understanding the investor profile of Parker-Hannifin Corporation (PH) provides insights into the market's perception of the company and its future prospects. The company operates in two segments: Diversified Industrial and Aerospace Systems, serving a variety of markets including aerospace and defense, off-highway, and industrial equipment. Here’s a breakdown of the key investor types, their motivations, and typical investment strategies regarding PH.

Key Investor Types

Parker-Hannifin's (PH) stock is held by a mix of institutional, retail, and individual investors.

• Institutional Investors: These constitute a significant portion of PH's shareholders. As of January 8, 2025, institutions held an 84% stake in the company, implying substantial influence over its share price. Major institutional holders include:
  • Vanguard Group Inc.
  • State Street Corp
  • BlackRock, Inc.
  • FMR LLC
  • Aristotle Capital Management, LLC
• Retail Investors: Retail investors account for a notable percentage of Parker-Hannifin's ownership. According to TipRanks data, approximately 57.87% of the company's stock is held by retail investors.
• Public Companies & Individual Investors: These investors collectively hold a portion of PH shares.

Investment Motivations

Several factors attract investors to Parker-Hannifin Corporation (PH):

• Strong Analyst Ratings: PH stock has received strong buy ratings from analysts. As of April 2025, the average rating for PH stock is 'Strong Buy,' based on 18 analysts.
• Growth Prospects: Parker-Hannifin is expected to experience continued growth, driven by its Win Strategy and alignment with secular trends. The company is targeting 4-6% organic sales growth CAGR by fiscal year 2029.
• Dividend History: PH has a long history of increasing its dividend. Parker-Hannifin has increased its annual dividend per share for 68 consecutive fiscal years, placing it among the top dividend-increase records in the S&P 500 index. In April 2024, the company hiked its quarterly dividend by 10% to $1.63 per share.
• Market Position: Parker-Hannifin has a robust market position, leveraging its technological expertise and broad product portfolio. The company's 'Win strategy' continues to deliver positive results.
• Financial Performance: Parker-Hannifin has demonstrated strong financial performance. In fiscal year 2024, Parker-Hannifin's revenue was $19.93 billion, an increase of 4.53% compared to the previous year. Earnings were $2.84 billion, an increase of 36.55%.
• Strategic Acquisitions: Parker-Hannifin has a disciplined approach to mergers and acquisitions (M&A), presenting opportunities for future growth and value creation.

Investment Strategies

Investors in Parker-Hannifin (PH) adopt various strategies depending on their investment goals and risk tolerance:

• Long-Term Holding: Many institutional investors, such as Vanguard and BlackRock, adopt a long-term holding strategy. This is supported by PH's history of dividend increases and its established position in the market.
• Growth Investing: Growth investors are attracted to Parker-Hannifin's focus on growth opportunities and operational excellence. The company's strategic acquisitions and expansion into high-growth sectors.
• Value Investing: Given Parker-Hannifin's robust market position and consistent financial performance, value investors find it an appealing choice.
• Dividend Investing: PH's long-standing history of dividend increases makes it attractive to dividend investors seeking a steady income stream. In the first six months of fiscal 2025, it rewarded its shareholders with dividends of $420.1 million, an increase of 10.2%.

Here's a summary of key financial forecasts and analyst expectations:

Parker-Hannifin's investor base is composed of diverse entities with varied investment philosophies. Institutional investors are drawn to the company's stability, market position, and growth prospects, while retail investors participate, attracted by the company’s long-term value and dividend payouts. The blend of these investment strategies underscores Parker-Hannifin's appeal as a stable, growth-oriented entity in the industrial sector.

To gain more insight into Parker-Hannifin's guiding principles, explore the Mission Statement, Vision, & Core Values of Parker-Hannifin Corporation (PH).

Parker-Hannifin Corporation (PH) Institutional Ownership and Major Shareholders of Parker-Hannifin Corporation (PH)

Institutional ownership in Parker-Hannifin Corporation (PH) reflects the extent to which large financial institutions, such as mutual funds, pension funds, and hedge funds, hold shares in the company. Analyzing the composition and changes in institutional ownership can provide insights into market sentiment and potential impacts on the stock price.

Here's an overview of Parker-Hannifin Corporation's (PH) institutional ownership, recent changes, and the impact these investors may have:

Top Institutional Investors:

As of the latest available data, the top institutional investors in Parker-Hannifin Corporation (PH) include:

• Vanguard Group: One of the largest investment management companies globally, holding a significant percentage of Parker-Hannifin's (PH) outstanding shares.
• BlackRock Fund Advisors: Another major institutional investor with substantial holdings in Parker-Hannifin (PH).
• State Street Corporation: A leading provider of financial services to institutional investors, with a considerable stake in Parker-Hannifin (PH).
• Capital World Investors: A well-known investment firm with a noteworthy position in Parker-Hannifin (PH).
• Geode Capital Management: An investment management firm that holds a significant number of shares in Parker-Hannifin (PH).

Changes in Ownership:

Institutional investors frequently adjust their holdings based on their investment strategies and market conditions. Recent trends in institutional ownership of Parker-Hannifin Corporation (PH) may show:

• Increased Stakes: Some institutions may have increased their positions, indicating a positive outlook on the company's future performance.
• Decreased Stakes: Conversely, others may have reduced their holdings, possibly due to concerns about valuation, industry trends, or alternative investment opportunities.
• New Positions: New institutional investors may have initiated positions, suggesting growing interest in Parker-Hannifin (PH).

Impact of Institutional Investors:

Large institutional investors can significantly influence Parker-Hannifin Corporation’s (PH) stock price and corporate strategy:

• Stock Price: Substantial purchases by these investors can drive up demand and, consequently, the stock price. Conversely, large sales can exert downward pressure.
• Stability: High institutional ownership can reduce stock price volatility, as these investors tend to have a long-term investment horizon.
• Corporate Governance: Institutional investors often engage with company management on issues such as executive compensation, board composition, and sustainability, influencing corporate governance and strategic decisions.

Understanding the dynamics of institutional ownership provides valuable context for assessing Parker-Hannifin Corporation's (PH) market position and future prospects. Monitoring changes in institutional holdings and the rationale behind these moves can offer insights into the collective sentiment of sophisticated investors.

For additional insights into Parker-Hannifin's (PH) values and direction, explore Mission Statement, Vision, & Core Values of Parker-Hannifin Corporation (PH).

Parker-Hannifin Corporation (PH) Key Investors and Their Impact on Parker-Hannifin Corporation (PH)

Understanding the investor profile of Parker-Hannifin Corporation (PH) provides valuable insights into the company's stability, growth potential, and market sentiment. Examining who is investing in Parker-Hannifin Corporation (PH) and their recent activities can offer a glimpse into the factors driving the company's stock performance and strategic direction.

Institutional investors, mutual funds, and hedge funds often hold significant portions of a company's stock. Their investment decisions can be influenced by various factors, including financial performance, industry trends, and macroeconomic conditions. Tracking these investors' moves can provide clues about their confidence in the company's future prospects. Notable investors can exert considerable influence through their large holdings.

Here are some potential impacts of key investors on Parker-Hannifin Corporation (PH):

• Stability and Confidence: Large institutional holdings can signal stability and investor confidence in the company's long-term strategy.
• Stock Price Movements: Significant buying or selling activity by major investors can lead to fluctuations in the stock price.
• Corporate Governance: Activist investors may push for changes in corporate governance, strategy, or operations to enhance shareholder value.
• Market Perception: The presence of well-known and respected investors can improve market perception and attract further investment.

Recent moves by key investors, such as buying or selling large stakes, initiating activist campaigns, or publicly expressing their views on the company, can provide valuable signals to other investors and stakeholders. Monitoring these activities can help investors assess the potential risks and opportunities associated with Parker-Hannifin Corporation (PH).

While specific, real-time data on all Parker-Hannifin Corporation (PH) investors and their precise impact changes constantly, examining publicly available information on major institutional holders and their recent transactions offers insight. For instance, large asset management firms often disclose their holdings quarterly, and activist investors are required to announce significant stake acquisitions.

Here's a hypothetical example of how key investor data might be presented (note: this is for illustrative purposes only and does not reflect actual current data):

To gain a more comprehensive understanding of Parker-Hannifin Corporation (PH)'s investor profile, you can explore resources like:

• SEC Filings: Review 13F filings to identify institutional investors holding shares in Parker-Hannifin Corporation (PH).
• Financial News Outlets: Stay updated on news articles and reports covering investor activity and sentiment related to Parker-Hannifin Corporation (PH).
• Investor Relations: Check Parker-Hannifin Corporation (PH)'s investor relations website for information on major shareholders and company communications.

For more insights into Parker-Hannifin Corporation (PH)'s financial health, consider reading: Breaking Down Parker-Hannifin Corporation (PH) Financial Health: Key Insights for Investors.

Parker-Hannifin Corporation (PH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Parker-Hannifin Corporation (PH) can provide valuable insights for current and prospective shareholders. Tracking major ownership changes, analyst perspectives, and overall market behavior helps to paint a comprehensive picture of the company’s perceived value and future prospects.

Recent market reactions to Parker-Hannifin have been influenced by various factors, including earnings reports, strategic acquisitions, and broader economic trends. For instance, positive earnings surprises typically lead to an increase in stock price, reflecting investor confidence in the company’s performance. Conversely, disappointing results or negative economic forecasts can trigger a sell-off, indicating a shift in sentiment.

Institutional investors play a significant role in shaping the market's perception of Parker-Hannifin. Major shareholders often include mutual funds, pension funds, and hedge funds. Changes in their positions, such as increasing or decreasing their holdings, can signal their outlook on the company’s future. For example, a large institutional investor initiating a new position might suggest a positive outlook, while a significant reduction in holdings could indicate concerns about future performance.

Here are some factors influencing investor sentiment:

• Financial Performance: Revenue growth, profitability margins, and earnings per share (EPS) directly impact investor confidence.
• Strategic Decisions: Acquisitions, divestitures, and restructuring activities can influence how investors perceive the company’s strategic direction.
• Market Conditions: Broader economic trends, industry dynamics, and geopolitical events can affect investor sentiment towards Parker-Hannifin.
• Analyst Ratings: Upgrades or downgrades from reputable analysts can sway investor opinion and trigger buying or selling activity.

Analyst perspectives provide another layer of insight into Parker-Hannifin’s market impact. Analysts at brokerage firms and investment banks regularly evaluate the company’s financial performance, strategic initiatives, and industry trends to issue ratings and price targets. These ratings reflect their overall assessment of the stock’s potential return.

For example, analysts might consider the impact of Parker-Hannifin’s acquisitions on its long-term growth prospects, or they may assess the company’s ability to navigate changing market conditions. Their insights can be particularly valuable for investors who lack the time or expertise to conduct their own in-depth analysis.

Here’s a look at how analyst ratings can impact market sentiment:

• Buy Ratings: Typically lead to increased investor interest and upward pressure on the stock price.
• Hold Ratings: Suggest a neutral outlook, with investors generally maintaining their positions.
• Sell Ratings: Can trigger a sell-off, as investors react to concerns raised by the analyst.

Monitoring these factors provides a more nuanced understanding of the forces driving Parker-Hannifin’s market performance and investor sentiment. Keeping abreast of these dynamics can help investors make informed decisions aligned with their investment goals.

For more insights into Parker-Hannifin Corporation's financial standing, check out: Breaking Down Parker-Hannifin Corporation (PH) Financial Health: Key Insights for Investors