Graham Corporation $GHM Shares Purchased by Philadelphia Trust Co.

Philadelphia Trust Co. raised its position in shares of Graham Corporation (NYSE:GHM) by 36.0% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 87,531 shares of the industrial products company’s stock after purchasing an additional 23,157 shares during the quarter. Philadelphia Trust Co.’s holdings in Graham were worth $7,555,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Allspring Global Investments Holdings LLC increased its holdings in shares of Graham by 11.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 67,610 shares of the industrial products company’s stock valued at $5,875,000 after acquiring an additional 7,209 shares during the last quarter. Kornitzer Capital Management Inc. KS bought a new position in Graham during the third quarter worth $685,000. Conestoga Capital Advisors LLC lifted its stake in Graham by 19.4% during the third quarter. Conestoga Capital Advisors LLC now owns 25,350 shares of the industrial products company’s stock worth $2,188,000 after purchasing an additional 4,110 shares during the last quarter. Bridge City Capital LLC lifted its stake in Graham by 48.9% during the third quarter. Bridge City Capital LLC now owns 3,476 shares of the industrial products company’s stock worth $300,000 after purchasing an additional 1,141 shares during the last quarter. Finally, Moody Aldrich Partners LLC boosted its holdings in Graham by 4.0% in the third quarter. Moody Aldrich Partners LLC now owns 39,672 shares of the industrial products company’s stock worth $3,424,000 after purchasing an additional 1,540 shares during the period. Institutional investors own 69.46% of the company’s stock.

Graham Price Performance

NYSE:GHM opened at $88.23 on Wednesday. Graham Corporation has a 12-month low of $52.57 and a 12-month high of $125.82. The firm has a market capitalization of $1.04 billion, a P/E ratio of 76.72 and a beta of 1.16. The business has a 50 day simple moving average of $80.22 and a 200 day simple moving average of $91.23.

Graham (NYSE:GHM) last issued its earnings results on Thursday, November 5th. The industrial products company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.18. The firm had revenue of $69.76 million for the quarter, compared to analyst estimates of $71.07 million. Graham had a return on equity of 11.56% and a net margin of 5.05%. Research analysts anticipate that Graham Corporation will post 1.92 EPS for the current fiscal year.

Graham News Roundup

Here are the key news stories impacting Graham this week:

• Positive Sentiment: William Blair initiated coverage with an Outperform rating, a bullish endorsement that was reported alongside a 15% share-price surge. William Blair initiates Graham at Outperform
• Positive Sentiment: Several analyst forecasts point to earnings growth: Northland raised its FY2027 EPS estimate from $1.76 to $1.87 and its FY2028 forecast to $2.34; Noble also slightly increased its FY2028 estimate. Zacks noted that analysts’ earnings-estimate revisions indicate potential upside.
• Positive Sentiment: The average analyst price target implies about 38% upside, although the article cautions that price-target averages alone are not a dependable predictor. Wall Street analysts predict upside in Graham
• Neutral Sentiment: Northland’s revisions were mixed across individual quarters, with some estimates raised and others lowered, suggesting the forecast changes are not uniformly positive.
• Negative Sentiment: JPMorgan cut its price target from $120 to $100, reducing its implied upside, though it retained an Overweight rating. Noble also lowered its Q4 2027 EPS estimate from $0.57 to $0.50.

Wall Street Analyst Weigh In

Several analysts have weighed in on GHM shares. William Blair initiated coverage on shares of Graham in a research note on Monday. They set an “outperform” rating for the company. JPMorgan Chase & Co. reduced their price target on shares of Graham from $120.00 to $100.00 and set an “overweight” rating on the stock in a research report on Friday, November 6th. Oppenheimer dropped their price objective on shares of Graham from $130.00 to $115.00 and set an “outperform” rating on the stock in a research note on Thursday, October 8th. Wall Street Zen raised shares of Graham from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Finally, Weiss Ratings downgraded Graham from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, October 2nd. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $116.67.

Graham Profile

Graham Corporation designs and manufactures engineered equipment used to create and maintain vacuum conditions and transfer heat. Its products include steam jet ejectors, vacuum systems, surface condensers and heat exchangers for industrial applications. The company also provides turbomachinery through its Barber-Nichols business, including pumps, compressors and turbines used in aerospace, defense, energy and other markets. Graham’s equipment serves customers in industries such as chemical processing, refining, power generation and naval defense.