Ag2R la Mondiale Gestion D'Actifs 13F: Cuts PH Stake by $7.8M
Key Points
- The fund reduced its position to 6,737 shares, a decrease of 54.8% from its previous holding of 14,905 shares.
- Parker-Hannifin shares recently traded around $904.43, which is about equal to the closing price on October 26, 2026.
- Ag2R la Mondiale's total reported value in Parker-Hannifin now stands at approximately $6.4 million, representing 0.42% of its overall portfolio.
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Ag2R la Mondiale Gestion D'Actifs cut its stake in Parker-Hannifin Corporation (PH) by 8,168 shares, as reported in a filing on October 26, 2026. This reduction brings its total holdings down to 6,737 shares, valued at about $6.4 million.
What Changed in Ag2R la Mondiale's Parker-Hannifin Position
Ag2R la Mondiale's cuts represent a 54.8% decrease in its position. The fund's reported value in Parker-Hannifin is now approximately $6.4 million, ranking it 39th among its 425 reported positions.
Where Parker-Hannifin Fits in Ag2R la Mondiale's Portfolio
Parker-Hannifin accounts for 0.42% of Ag2R la Mondiale's total reported value of about $1.5 billion. The significant cut in shares indicates a shift in the fund's strategy regarding this investment.
Other Institutional Activity in Parker-Hannifin
Procyon Advisors, LLC holds 5,069,022 shares of Parker-Hannifin, valued at approximately $4.58 billion. Aristotle Capital Management, LLC reduced its stake by 122,403 shares to hold 1,998,974 shares worth about $1.81 billion.
Parker-Hannifin Corporation Stock Up 2.7%
Parker-Hannifin shares closed at $904.43 on October 26, 2026, which is about equal to the recent trading price. The stock trades below its 50-day moving average by 6.3% and is 17.8% below its 52-week high of $1,099.94.
Recent Earnings
For the trailing twelve months, Parker-Hannifin reported revenue of about $21.5 billion and an earnings per share (EPS) of $28.48. The next earnings report is scheduled for November 5, 2026.
Insider Buying and Selling at Parker-Hannifin Corporation
Several insiders sold shares recently. Officer Berend Bracht sold 700 shares on August 14, 2026, at an average price of $1,055.03, totaling about $738,521. Another officer, Patrick M. Scott, sold 1,235 shares on August 17, 2026, valued at approximately $1.31 million.
Analysts Set New Price Targets
On October 12, 2026, Citigroup maintained a Buy rating on Parker-Hannifin with a price target of $1,234. The consensus among analysts is a Buy recommendation, with a mean price target of about $1,152.58 based on 24 analyst opinions.
About Parker-Hannifin Corporation
Parker-Hannifin Corporation specializes in motion and control technologies across various sectors, including aerospace, industrial equipment, and HVAC. The company's diverse operations position it well within the industrial sector.
Bottom Line
Investors will be watching for Parker-Hannifin's upcoming earnings report on November 5, 2026, to assess its financial performance. Ag2R la Mondiale's filing shows a notable reduction in its stake, suggesting a strategic shift in its investment approach.
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $PH (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts