PHPARKER-HANNIFIN CORP

CUSIP: 701094104

Guru Owners

$8.3M

Total Value Held

9,453

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	6658	$5.9M	0.02%	$878.96	Q4 2025
Dodge & Cox	Dodge & Cox	2500	$2.2M	0.00%	$878.96	Q4 2025
Bill Nygren	Harris Associates	295	$259K	0.00%	$878.96	Q4 2025

Ray Dalio

$5.9M

0.02%

Dodge & Cox

$2.2M

0.00%

Bill Nygren

$259K

0.00%

📊 Fundamentals

Market Cap$116.6B

P/E Ratio33.7x

Above market avg

Forward P/E27.2x

P/FCF47.1x

EPS (TTM)$27.43

Revenue (TTM)$20.5B

Profit Margin17.29%

Div Yield0.78%

Beta1.22

52-Week Range

$488.45

$1034.96

Current: $923.72

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 33.7x trailing earnings → 27.2x forward · 17.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $8.3M

INCREASEDRay Dalio$5.9M

Q3 '253 owners · $13.7M

NEWRay Dalio$11.6M

Q2 '252 owners · $2.0M

NEWBill Nygren$206K

Q1 '251 owners · $1.5M

No changes

Q4 '241 owners · $1.6M

REDUCEDDodge & Cox$1.6M

SOLDRay Dalio

Q2 '242 owners · $1.6M

REDUCEDRay Dalio$207K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.1%current: 12.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

PH: Held by 3 superinvestors · 29 congress member trades

SELLDavid TaylorR

$1,001 - $15,0002026-01-16

SELLByron DonaldsR

$1,001 - $15,0002026-01-08

SELLJulie JohnsonD

$1,001 - $15,0002025-10-31

SELLJulie JohnsonD

$1,001 - $15,0002025-10-08

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

SELLJulie JohnsonD

$1,001 - $15,0002025-07-25

SELLRo KhannaD

$1,001 - $15,0002025-06-23

SELLLisa McClainR

$1,001 - $15,0002025-06-11

SELLRo KhannaD

$1,001 - $15,0002025-04-09

SELLGreg LandsmanD

$1,001 - $15,0002025-03-27

SELLGreg LandsmanD

$15,001 - $50,0002025-03-27

BUYDavid TaylorR

$1,001 - $15,0002025-03-10

SELLGreg LandsmanD

$1,001 - $15,0002025-02-26

BUYRo KhannaD

$1,001 - $15,0002025-01-22

BUYRo KhannaD

$1,001 - $15,0002025-01-17

SELLRo KhannaD

$1,001 - $15,0002025-01-08

SELLRo KhannaD

$1,001 - $15,0002025-01-07

SELLRo KhannaD

$1,001 - $15,0002025-01-06

SELLRo KhannaD

$1,001 - $15,0002025-01-03

SELLRo KhannaD

$1,001 - $15,0002025-01-02