PensionDanmark Pensionsforsikringsaktieselskab 13F: Adds $3.8M to GGG Stake

PensionDanmark grew its holdings in Graco Inc. (GGG) by 355.9%, adding 49,962 shares to end the period with 64,000 shares valued at about $4.91 million. The fund disclosed the additions in a Form 13F filing with the SEC on October 19, 2026. The fund held 14,038 shares previously.

GGG Graco Inc.

$80.75 ▼ -0.88% year to date

1M 3M YTD

Daily close · Oct 19, 2026

What Changed in PensionDanmark's Graco Position

The significant increase expanded the fund's exposure to the industrial machinery maker. The added shares brought the total investment value to $4,917,760 based on the reported period figures. Graco shares closed at $80.75 on the filing date.

Other Institutional Activity in Graco

Other large funds made adjustments to their Graco positions around the same time. Kayne Anderson Rudnick Investment Management LLC reduced its holdings by 311,579 shares, ending with 3,831,756 shares worth about $309.41 million. Mairs & Power Inc trimmed its position by 18,316 shares to hold 3,797,451 shares valued at roughly $306.64 million. Fiera Capital Corporation cut its stake by 12.9%, shedding 506,528 shares to finish with 3,432,256 shares worth about $277.15 million. Pinestone Asset Management Inc. lowered its holdings by 111,503 shares, resulting in a position of 3,074,289 shares valued at approximately $248.24 million.

Graco Inc. Stock Up 5.9%

Graco shares recently traded around $80.75, which is about equal to the closing price of $80.75 on October 19, 2026. The company operates with a beta of 0.91, indicating slightly lower volatility than the broader market. Its balance sheet shows a current ratio of 2.99 and a quick ratio of 2.02.

Recent Earnings

Graco posted trailing twelve-month revenue of $2.26 billion with a net profit margin of 23.5%. The company generated earnings of $3.18 per share over the same period and delivered a return on equity of 21.2%. Revenue grew 3.3% year-over-year. The next corporate earnings update is scheduled for October 21, 2026.

Dividend

The company pays an annual dividend rate of $1.18 per share, supported by a payout ratio of 35.8%.

Insider Buying and Selling at Graco Inc.

Company insiders completed several transactions earlier in the year. Timothy R White, an officer, disposed of 1,469 shares on February 4, 2026, at a price of $90.70 for a total of $133,233. Angela F Wordell, the chief operating officer, sold 2,832 shares on February 6, 2026, at $93.22 per share, totaling $263,993. Andrea Helen Simon, a director, bought 1,240 shares on April 27, 2026, at $80.53 per share for a total value of $99,857. Eric P Etchart, another director, parted with 3,218 shares on August 3, 2026, at $80.01 per share, realizing $257,487.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through the summer and fall. On July 9, 2026, Wolfe Research downgraded the stock to a Peer Perform rating. RBC Capital maintained an Outperform rating on July 16 with a $92.00 target, later raising that target to $96.00 on July 24. DA Davidson maintained a Neutral rating with an $85.00 target on July 27. RBC Capital subsequently maintained its Outperform rating while adjusting its price target to $95.00 on October 14, 2026.

About Graco

Headquartered in Minneapolis, Minnesota, Graco designs and manufactures fluid handling systems and equipment. Its products are used to move, measure, control, and dispense fluids and powder materials across industrial, contractor, and expansion markets worldwide. The company employs roughly 4,400 people.

Bottom Line

Investors will look to the upcoming earnings release on October 21, 2026, for further updates on financial performance. Future SEC filings will show whether institutional interest in the company continues to evolve.