JP Morgan lowers W.W. Grainger price target to $1035 from $1125, maintains Neutral rating.

JP Morgan lowers W.W. Grainger price target to $1035 from $1125, maintains Neutral rating.

JP Morgan has revised its price target for W.W. Grainger (NYSE: GWW) to $1035 from $1125, while maintaining a Neutral rating. The adjustment follows the company's latest earnings report, where it missed the consensus earnings per share (EPS) estimate by $0.10, posting $9.97 EPS compared to the expected $10.07 [1].

The company's revenue grew by 5.6% year-over-year, reaching $4.55 billion, which was slightly above the consensus estimate of $4.52 billion. Despite this, the full-year adjusted EPS guidance was trimmed to $38.50 to $40.25, down from the previous range of $39 to $41.50, due to tariff-related pressures [1].

JP Morgan's decision to lower the price target reflects the cautious sentiment among analysts. While the company's operational strengths, such as its 5.6% sales growth and 2.2% annual adjusted EPS increase, are notable, the broader market pressures and macroeconomic uncertainties have led to a cautious outlook [1].

The Neutral rating indicates that JP Morgan believes W.W. Grainger's stock performance is neither significantly positive nor negative, and the current price level is considered fair. The company's recent earnings report and the subsequent downward adjustment in guidance have contributed to this neutral stance [1].

Investors should closely monitor W.W. Grainger's future earnings reports and the broader market conditions to assess the potential impact on the stock's performance. The company's ability to navigate tariff-related pressures and maintain its operational strengths will be crucial in determining its future trajectory [1].

References:
[1] https://www.marketbeat.com/instant-alerts/ww-grainger-inc-nysegww-receives-consensus-rating-of-hold-from-brokerages-2025-08-25/
[2] https://finance.yahoo.com/news/w-w-grainger-stock-analyst-123947842.html