GHM
GRAHAM CORP
$95.34
-10.98%
$1.2B
No data for this timeframe.
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders8 funds
Inst. Value$82.2M
Inst. Activity2 buys / 2 sells
SEC Reports3
Exchange NYSE·Sector General Industrial Machinery & Equipment·Inc. DE·CIK 0000716314·Prev Close $107.10
Recent Activity
Jun 8, 2026
SEC
Graham Corporation reported Q4 FY2026 revenue of $67.1M (+13% YoY), beating consensus, but GAAP net income fell 55% to $
8-K — Impact 6/10
Jun 8, 2026
earnings_calendar
GHM Q4 2026 Earnings Before Market Open — 2026-06-08
Jun 4, 2026
Insider
Thoren Daniel J. sold 5,543 shares
Executive Chairman @ $0.00 ($0.00)
Jun 4, 2026
Insider
Thoren Daniel J. sold 1,593 shares
Executive Chairman @ $107.96 ($172.0K)
Jun 4, 2026
Insider
Thome Christopher J. sold 1,643 shares
VP-Finance; CFO @ $0.00 ($0.00)
Apr 30, 2026
SEC
Graham Corp filed an S-3 registration statement to register 599,808 shares of common stock for resale by T. Rowe Price-a
S-3 — Impact 4/10
Apr 15, 2026
SEC
Graham Corp (GHM) raised $50 million through a private placement of 599,808 shares at $83.36 per share to accounts advis
8-K — Impact 5/10
Inst.
WELLS FARGO & COMPANY/MN — ADD
15,050 shares ($966.6K)
Price Targets
$112.75
+12.4% upside
Buy
Current $100.28
Low $110.00
Median $113.00
High $115.00
4 analysts
$110.00
$115.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Mar 18, 2026 | Oppenheimer | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.35 ▼ -23.1% | $0.27 — $0.45 | -22% YoY | 3 |
| Next Q | $0.49 ▼ -11.5% | $0.43 — $0.52 | 57% YoY | 3 |
| Current FY | $1.79 ▼ -9.9% | $1.70 — $1.95 | 28% YoY | 4 |
| Next FY | $2.23 ▼ -5.0% | $2.11 — $2.35 | 25% YoY | 3 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $40.9M | — |
| RENAISSANCE TECHNOLOGIES LLC | $17.2M | — |
| MORGAN STANLEY | $15.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $5.5M | DOUBLED |
| BANK OF AMERICA CORP | $1.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Thoren Daniel | M | $0.00 |
| Jun 4, 2026 | Thoren Daniel | F | $172.0K |
| Jun 4, 2026 | Thome Christopher | M | $0.00 |
| Jun 4, 2026 | Malone Matthew | F | $40.1K |
| Jun 4, 2026 | Thome Christopher | M | $0.00 |
8 institutional holders with $82.2M total value (1,286,590 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, MORGAN.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 636,759 | $40.9M | 49.7% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 268,368 | $17.2M | 21.0% | — |
| 3 | MORGAN STANLEY | 243,402 | $15.6M | 19.0% | ADD +26.0% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 85,940 | $5.5M | 6.7% | DOUBLED +182.5% |
| 5 | BANK OF AMERICA CORP /DE/ | 29,423 | $1.9M | 2.3% | — |
| 6 | WELLS FARGO & COMPANY/MN | 15,050 | $966.6K | 1.2% | ADD +43.2% |
| 7 | FMR LLC | 1,148 | $73.7K | 0.1% | DOUBLED +148.5% |
| 8 | Olstein Capital Management, L.P. | 6,500 | $417.00 | 0.0% | TRIM -35.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 10,511 | 15,050 | +43.2% | $966.6K | 2025-Q4 |
| FMR LLC | DOUBLED | 462 | 1,148 | +148.5% | $73.7K | 2025-Q4 |
| Olstein Capital Management, L.P. | TRIM | 10,000 | 6,500 | -35.0% | $417.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 5,467 | 0 | -100.0% | $0.00 | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 30,232 | 85,395 | +182.5% | $4.7M | 2025-Q3 |
| Olstein Capital Management, L.P. | TRIM | 17,000 | 10,000 | -41.2% | $549.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 151,947 | 191,431 | +26.0% | $9.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 4,767 | — | $236.0K | 2025-Q2 |
| UBS Group AG | DOUBLED | 31,130 | 80,145 | +157.5% | $2.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 29,302 | 14,365 | -51.0% | $414.0K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 5,891 | 9,018 | +53.1% | $259.9K | 2025-Q1 |
| FMR LLC | ADD | 236 | 383 | +62.3% | $11.0K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 6,273 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 15,305 | 31,130 | +103.4% | $1.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 39,240 | 29,302 | -25.3% | $1.3M | 2024-Q4 |
| Olstein Capital Management, L.P. | TRIM | 36,000 | 25,500 | -29.2% | $1.1K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 29,265 | — | $866.0K | 2024-Q3 |
12 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Thoren Daniel J. | Executive Chairman | M | 5,543 | $0.00 | $0.00 |
| Jun 4, 2026 | Thoren Daniel J. | Executive Chairman | F | 1,593 | $107.96 | $172.0K |
| Jun 4, 2026 | Thome Christopher J. | VP-Finance; CFO | M | 1,643 | $0.00 | $0.00 |
| Jun 4, 2026 | Malone Matthew | President and CEO | F | 371 | $107.96 | $40.1K |
| Jun 4, 2026 | Thome Christopher J. | VP-Finance; CFO | M | 1,643 | $0.00 | $0.00 |
| Jun 4, 2026 | Malone Matthew | President and CEO | M | 1,291 | $0.00 | $0.00 |
| Jun 4, 2026 | Thoren Daniel J. | Executive Chairman | M | 5,543 | $0.00 | $0.00 |
| Jun 4, 2026 | Malone Matthew | President and CEO | M | 1,291 | $0.00 | $0.00 |
| Jun 4, 2026 | Thome Christopher J. | VP-Finance; CFO | F | 608 | $107.96 | $65.6K |
| Jun 2, 2026 | Malone Matthew | President and CEO | M | 2,540 | $0.00 | $0.00 |
| Jun 2, 2026 | Malone Matthew | President and CEO | F | 730 | $106.11 | $77.5K |
| Jun 2, 2026 | Malone Matthew | President and CEO | M | 2,540 | $0.00 | $0.00 |
| Jun 2, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | F | 235 | $106.11 | $24.9K |
| Jun 2, 2026 | Jaroslawsky Cari L | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | M | 762 | $0.00 | $0.00 |
| Jun 2, 2026 | Barber James J | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | M | 762 | $0.00 | $0.00 |
| Jun 2, 2026 | Schnorr Lisa M. | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Thoren Daniel J. | Executive Chairman | M | 529 | $0.00 | $0.00 |
| Jun 2, 2026 | Jaroslawsky Cari L | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Stoner Troy A. | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Thoren Daniel J. | Executive Chairman | M | 529 | $0.00 | $0.00 |
| Jun 2, 2026 | Thoren Daniel J. | Executive Chairman | F | 152 | $106.11 | $16.1K |
| Jun 2, 2026 | Schnorr Lisa M. | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Barber James J | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Stoner Troy A. | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Painter Jonathan W | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 2, 2026 | Painter Jonathan W | Director | M | 1,956 | $0.00 | $0.00 |
| Jun 1, 2026 | Zmyndak William H. | VP & GM Graham Manufacturing | A | 1,026 | $0.00 | $0.00 |
| Jun 1, 2026 | Malone Matthew | President and CEO | A | 6,036 | $0.00 | $0.00 |
| Jun 1, 2026 | Schnorr Lisa M. | Director | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | A | 966 | $0.00 | $0.00 |
| Jun 1, 2026 | Gregorio Mauro | Director | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Gross Matthew Lee | VP & GM of Flacktek | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Jaroslawsky Cari L | Director | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Stoner Troy A. | Director | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Thoren Daniel J. | Executive Chairman | A | 629 | $0.00 | $0.00 |
| Jun 1, 2026 | Barber James J | Director | A | 905 | $0.00 | $0.00 |
| Jun 1, 2026 | Painter Jonathan W | Director | A | 905 | $0.00 | $0.00 |
| May 17, 2026 | Thoren Daniel J. | Executive Chairman | M | 6,089 | $0.00 | $0.00 |
| May 17, 2026 | Thoren Daniel J. | Executive Chairman | F | 1,800 | $98.28 | $176.9K |
| May 17, 2026 | Thoren Daniel J. | Executive Chairman | M | 6,089 | $0.00 | $0.00 |
| May 17, 2026 | Malone Matthew | President and CEO | M | 2,375 | $0.00 | $0.00 |
| May 17, 2026 | Malone Matthew | President and CEO | F | 682 | $98.28 | $67.0K |
| May 17, 2026 | Malone Matthew | President and CEO | M | 2,375 | $0.00 | $0.00 |
| Feb 4, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | F | 120 | $73.19 | $8.8K |
| Feb 4, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | M | 355 | $0.00 | $0.00 |
| Feb 4, 2026 | Dixon Michael E. | VP & GM of Barber-Nichols | M | 355 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
MIXED
8-K
6/10
Graham Corporation reported Q4 FY2026 revenue of $67.1M (+13% YoY), beating consensus, but GAAP net
Jun 8, 2026
NEUTRAL
S-3
4/10
Graham Corp filed an S-3 registration statement to register 599,808 shares of common stock for resal
Apr 30, 2026
NEUTRAL
8-K
5/10
Graham Corp (GHM) raised $50 million through a private placement of 599,808 shares at $83.36 per sha
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$112.75 mean target
+12.4% upside
Buy (1.60)
$110.00 Low
$115.00 High
| Metric | Value |
|---|---|
| Current Price | $100.28 |
| Target Low | $110.00 |
| Target Mean | $112.75 |
| Target Median | $113.00 |
| Target High | $115.00 |
| # Analysts | 4 |
| Recommendation | Buy (1.60) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.35 | $0.27 | $0.45 | -22.2% | -23.1% | 1↑ 0↓ | $0.1B | 18.0% | 3 |
| Next Q 2026-09-30 |
$0.49 | $0.43 | $0.52 | 57.0% | -11.5% | 1↑ 0↓ | $0.1B | 12.6% | 3 |
| Current FY 2027-03-31 |
$1.79 | $1.70 | $1.95 | 28.0% | -9.9% | 2↑ 1↓ | $0.3B | 16.3% | 4 |
| Next FY 2028-03-31 |
$2.23 | $2.11 | $2.35 | 24.6% | -5.0% | — | $0.3B | 13.0% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.350 | |
| 7d ago | $0.455 | -0.105 |
| 30d ago | $0.455 | -0.105 |
| 60d ago | $0.455 | -0.105 |
| 90d ago | $0.460 | -0.110 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Mar 18, 2026 | Oppenheimer | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% | |
| Feb 1, 2026 | 1 | 4 | 3 | 0 | 0 | 63% | |
| Jan 1, 2026 | 1 | 5 | 2 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 8, 2026
earnings_calendar
GHM Q4 2026 Earnings Before Market Open — 2026-06-08