Parker-Hannifin Corporation (NYSE:PH) is included among the 13 Best February Dividend Stocks to Buy.
Photo by Vitaly Taranov on Unsplash
On January 23, Stifel raised its price target on Parker-Hannifin Corporation (NYSE:PH) to $941 from $869. However, the firm maintained a Hold rating as part of its fourth-quarter preview for diversified industrial companies.
The stock has climbed more than 40% over the past year. Results in 2025 were mixed across the industrial businesses, but aerospace stood out. As the company’s largest segment, aerospace delivered strong growth, drove margin expansion, and helped Parker post a string of earnings beats.M&A also played a role. Last year, Parker completed two acquisitions, including the $1 billion purchase of Curtis Instruments and the much larger $9.25 billion acquisition of Filtration Group. The company has long been an active acquirer and a consolidator in the motion control space, and that approach continued to pay off.
Much of the past year’s performance was tied to the integration of Meggitt PLC, the aerospace business Parker acquired for about $7.3 billion in September 2022. In fiscal 2025, which ended June 30, the aerospace segment posted 13% growth and expanded operating margins by 300 basis points, reflecting ongoing cost synergies from the deal. Those gains were enough to offset a 3% decline in the general industrial segment, excluding divestitures.
Parker continues to lean on its “Win 3.0” business excellence framework as it brings new acquisitions into the fold. In 2025, that roll-up strategy held up well despite a challenging macro backdrop, reinforcing investor confidence.
Parker-Hannifin Corporation (NYSE:PH) designs and manufactures motion and control technologies and provides aftermarket support for highly engineered solutions across a wide range of end markets.
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Disclosure: None.
