W.W. Grainger, IncNYSE: GWW
Industrials · Industrial Machinery & Supplies & Components
$1,317.46
+6.31%
Vol: 17K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 20Grainger raised 2026 guidance and boosted its dividend 10% after Q1 EPS of $11.65 beat consensus by ~15%, with shares surging ~8.7% in pre-market and Barclays lifting its price target to $1,171.Positive▶
W.W. Grainger reported Q1 2026 sales of $4.7B (up 10.1%, or 12.2% organic daily constant-currency) and diluted EPS of $11.65, up 18.2% year-over-year and ~15% above consensus. Gross margin expanded to 40.0% (+30 bps) and operating margin rose to 16.7% (+110 bps). Management raised full-year 2026 guidance, now expecting net sales of $19.2-$19.6B (growth 6.7-9.1%) and adjusted diluted EPS of $44.25-$46.25. The company returned $345M to shareholders via dividends and buybacks and announced a 10% dividend increase. Shares jumped about 8.73% in pre-market to roughly $1,272, approaching the 52-week high of $1,286.56. Barclays raised its price target to $1,171 from $1,047 on May 12, 2026, with other firms also lifting targets. The print reinforces Grainger as a high-quality industrial distribution compounder.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Grainger raises 2026 guidance and lifts dividend 10% after Q1 sales of $4.7B (+10.1%) and EPS of $11.65 (+18.2%).Positive▶
W.W. Grainger reported strong Q1 2026 results on May 7 with revenue of $4.74B (up 10.1% YoY), GAAP EPS of $11.65 (up 18.2%), gross margin of 40.0% (+30bps), and operating margin of 16.7% (+110bps). The company raised full-year 2026 guidance to net sales of $19.2B-$19.6B, adjusted EPS of $44.25-$46.25 (up from $42.25-$44.75), and operating cash flow to $2.2B-$2.4B. Quarterly dividend was raised 10% to $2.49 per share. RBC Capital raised its price target to $1,337 from $1,170 on May 8, while Stephens reaffirmed its Buy rating on May 11. The stock closed at $1,272.47 on May 15, down 0.91% on the day. Grainger was recognized as a 2026 World's Most Ethical Company for the second consecutive year.
May 15Grainger raised FY26 sales guidance to $19.2-$19.6B and lifted dividend 10.2% to $2.49; analysts boosted PTs led by Baird ($1,365) and Stephens ($1,355).Positive▶
W.W. Grainger raised its full-year 2026 net sales guidance to $19.2-$19.6 billion (6.7-9.1% growth) and adjusted diluted EPS guidance to $44.25-$46.25 following strong Q1 results showing $4.74B revenue and $11.65 EPS, both exceeding analyst expectations. The company raised its quarterly dividend 10.2% to $2.49 per share from $2.26, marking 56 straight years of dividend growth. Multiple analysts raised price targets: Baird to $1,365 from $1,245, Stephens to $1,355 from $1,300, RBC Capital to $1,337 from $1,170, and Barclays to $1,171 from $1,047. Some insider selling occurred with SVP and CTO Jonny LeRoy selling 854 shares and VP Laurie Thomson selling 10 shares on May 12. Shares were up 7.4% post-announcement.
May 14Grainger raised 2026 guidance and lifted its dividend 10% after Q1 EPS of $11.65 beat estimates by 14%Positive▶
W.W. Grainger reported Q1 2026 sales of $4.74 billion (+10.1%, +12.2% on a daily organic constant-currency basis) and diluted EPS of $11.65 (+18.2%), beating consensus by $1.34. Gross margin expanded 30 bps to 40.0% and operating margin rose 110 bps to 16.7%. The company raised 2026 guidance to $19.2-$19.6 billion in revenue and $44.25-$46.25 adjusted EPS with operating margin of 15.6-16.0%. The dividend was raised 10% to $2.49 per share, and Grainger returned $345 million to shareholders in the quarter. Shares surged about 7-9% on the print, approaching the 52-week high. Risk is tariff headwinds that management flagged could pressure margins later in 2026.
May 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 12Grainger Q1 2026 EPS jumped 18% to $11.65 with sales up 10.1% to $4.7B, prompting raised full-year guidance and 10% dividend hikePositive▶
W.W. Grainger reported Q1 2026 sales of $4.74B (up 10.1%) and diluted EPS of $11.65 (up 18.2%), beating estimates and sending shares up 7.1% on May 7. Gross margin expanded 30 bps to 40.0% and operating margin rose 110 bps to 16.7%, aided by exit from the UK market. The company raised full-year 2026 guidance to net sales of $19.2-$19.6B and adjusted diluted EPS of $44.25-$46.25. Management announced a 10% increase in the quarterly dividend and returned $345M to shareholders. RBC Capital raised its price target to $1,337 from $1,170 following the print.
May 11Grainger raises FY26 EPS and revenue guidance after Q1 beat; hikes dividend 10%Positive▶
W.W. Grainger reported Q1 2026 revenue of $4.74 billion, up 10.1% year-over-year and topping consensus, with GAAP EPS of $11.65, 15% above estimates. The company raised its FY26 EPS view to $44.25-$46.25 from $42.25-$44.75 and full-year revenue guidance of $19.4B at the midpoint came in 2.4% above analyst estimates. The Board approved a 10% increase in the quarterly cash dividend to $2.49 per share. Grainger was also recognized as one of the 2026 World's Most Ethical Companies for the second consecutive year. Shares rallied 7.7% to $1,258 after the results. Average analyst rating is Hold with a 12-month PT of $1,118.14.
May 8Grainger surges 7% post-earnings with Q1 beat, raised FY26 guidance, and 10% dividend hikePositive▶
W.W. Grainger reported Q1 2026 net sales of $4.74B (+10.1% YoY) with diluted EPS of $11.65 (+18.2% YoY). Operating earnings increased 18% to $793M. Endless Assortment segment posted ~20% sales growth and 45.8% operating earnings increase. Management raised FY26 EPS guidance range to $44.25-$46.25 and increased quarterly dividend 10% to $2.49. Stock surged 7% on results. 7 analysts rate Hold with $1,118.14 target (-8.99%), suggesting valuation concerns despite strong fundamental momentum.
May 7Grainger crushed Q1 expectations with 15% EPS beat; raised FY26 guidance and hiked dividend 10%Positive▶
W.W. Grainger reported Q1 2026 sales of $4.74B (+10.1% YoY), exceeding estimates, and GAAP EPS of $11.65 (+15% above consensus). Stock jumped 7.7% on results. Company raised FY26 revenue guidance to $19.4B midpoint (2.4% above consensus) and raised quarterly dividend 10% to $2.49. Strs Ohio increased position 253.8% in Q4. 14 analysts rate Buy with average PT of $1,174 (+3.2% from $1,138 current).
May 6WW Grainger increases dividend 10.2% to $2.49/share, Q1 earnings expected May 7Positive▶
WW Grainger approved a 10.2% increase to quarterly dividend to $2.49 per share, marking 56 consecutive years of dividend growth. The company is set to report Q1 earnings on May 7 with Wall Street expectations of $10.20 EPS and $4.57 billion revenue, representing 6.3% year-over-year revenue growth improvement. The board also approved directors and auditor compensation at the May 1 shareholder meeting. Institutional investor Strs Ohio lifted its stake by 253.8%.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| PHPARKER | $929.61 | +7.50% | +0.7% | 25.4x | 1.18 | $109.0B |
| ITWILLINOIS | $261.80 | +4.75% | +0.2% | 20.5x | 1.05 | $71.9B |
| GWWWW | $1,317.46 | +6.31% | -2.0% | 24.6x | 1.04 | $58.5B |
| DOVDOVER | $222.33 | +7.01% | -1.4% | 17.9x | 1.21 | $28.0B |
| IRINGERSOLL | $77.46 | +10.22% | +0.4% | 18.3x | 1.25 | $27.5B |
| OTISOTIS | $72.24 | +0.85% | +0.7% | 15.2x | 0.94 | $27.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.