Highlights

  • Wall Street Zen revised its rating on Parker-Hannifin shares from Buy to Hold.
  • The stock continues to hold a Moderate Buy consensus among analysts.
  • Recent earnings exceeded estimates, while FY2026 guidance was reaffirmed.

Wall Street Zen has downgraded Parker-Hannifin Corporation (NYSE:PH) from a “Buy” rating to “Hold,” according to a research note released on January 27, 2026. The update reflects a change in the firm’s assessment of the stock, even as broader analyst coverage remains largely favorable.

Based on aggregated data from MarketBeat, Parker-Hannifin currently carries a “Moderate Buy” consensus rating. Of the analysts covering the company, 17 have issued Buy ratings, while four recommend Hold. The consensus price target for the stock is USD 950.17.

Analyst Actions and Target Revisions
Other research firms have also updated their views on Parker-Hannifin in recent weeks. Mizuho increased its price objective from USD 800 to USD 825 and maintained an Outperform rating. Morgan Stanley reiterated a Positive rating in its January coverage update. Stifel Nicolaus raised its target price to USD 941 while keeping a Hold rating.

Citigroup reaffirmed its Buy rating on the stock, while Wells Fargo & Company lifted its price objective from USD 925 to USD 1,000 and assigned an Overweight rating. These actions indicate varied assessments of valuation and earnings expectations among analysts.

Earnings Results and Financial Outlook
Parker-Hannifin reported its most recent quarterly earnings on November 6. The company posted earnings per share of USD 7.22, exceeding the consensus estimate of USD 6.62. Quarterly revenue totaled USD 5.08 billion, compared with analyst expectations of USD 4.94 billion. Revenue increased 3.7 percent on a year-over-year basis.

The company reported a net margin of 18.17 percent and a return on equity of 27.23 percent during the quarter. For fiscal year 2026, Parker-Hannifin has provided earnings guidance in the range of 29.60 to 30.40 EPS. Analysts expect earnings of 26.71 EPS for the current fiscal year.

Insider Transactions and Ownership Trends
Regulatory filings indicate insider selling activity during the past quarter. Company insiders sold a total of 7,432 shares, with an aggregate value of approximately USD 6.48 million. Following these transactions, insiders collectively own about 0.32 percent of the company’s outstanding shares.

Institutional investors continue to hold a significant stake in Parker-Hannifin. Approximately 82.44 percent of the company’s shares are owned by institutions, including pension funds, asset managers, and global investment firms.

Share Performance
PH closed at USD 933.05 on Jan 26, 2026, Up 0.55%.