Claudio Merengo, who serves as President of the Global Powder Division at Graco Inc. (NYSE: GGG), carried out a pair of equity transactions on January 30, 2026. On that date he sold 14,410 shares of Graco common stock for aggregate proceeds of $1.25 million, with the stock selling in a range between $87.00 and $87.19 per share.
On the same day, Merengo also exercised options to acquire 14,410 shares of Graco common stock at an exercise price of $30.3467 per share, representing a total exercise cost of $437295. After these transactions were completed, Merengo's direct ownership in Graco stood at 19852.8467 shares.
Separately, Graco released fourth-quarter 2025 financial results that were consistent with market expectations. The company reported earnings per share of 77 cents, meeting the consensus estimate. Revenue for the quarter was $593 million, narrowly exceeding the projection of $590.91 million.
The reported performance reflected a contribution from approximately $5 million in one-time upfront license fees, which were included in earnings before interest and taxes (EBIT) within the Expansion Markets segment. These non-recurring fees provided an incremental boost to the segment's operating results for the quarter.
Following the release of the results, Goldman Sachs adjusted its valuation outlook for Graco by raising its price target to $89 from $83. Despite the higher target, the firm maintained a Neutral rating on the stock.
The combination of the insider transactions and the earnings release provides investors with both a snapshot of insider liquidity actions and the company's latest reported operating performance. Details on the transactions and the quarter's results are precise: the sale and option exercise both involved 14,410 shares; the sale produced $1.25 million in proceeds with per-share trade prices between $87.00 and $87.19; the option exercise price was $30.3467 per share for a total of $437295; and Merengo's resulting direct share ownership is 19852.8467 shares.
- Reported EPS: 77 cents for Q4 2025.
- Quarterly revenue: $593 million compared with expected $590.91 million.
- One-time items: About $5 million in upfront license fees included in Expansion Markets EBIT.
- Analyst action: Goldman Sachs raised its price target to $89 from $83 while keeping a Neutral rating.