Here’s What Lifted Parker-Hannifin Corporation (PH) in Q4

1 hour ago 1

Soumya Eswaran

Wed, February 4, 2026 astatine 6:51 AM CST 3 min read

Aristotle Capital Management, LLC, an concern absorption company, released its “Value Equity Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. equity markets deed caller all-time highs successful Q4 2025, with the S&P 500 Index up 2.66% and the Bloomberg U.S. Aggregate Bond Index rising 1.10%. Value stocks outperformed maturation stocks, and the U.S. system showed resilience. Artificial quality was a large theme, with implicit 300 S&P 500 companies mentioning "AI" successful net calls, boosting mega-cap tech stocks. However, concerns arose astir AI gross circularity, superior spending, and semipermanent concern returns. Against this backdrop, the Composite returned 1.45% axenic gross of fees (0.95% nett of fees), lagging the Russell 1000 Value Index’s 3.8% summation and the S&P 500 Index’s 2.66% gain. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Aristotle Capital Value Equity Strategy highlighted stocks similar Parker-Hannifin Corporation (NYSE:PH). Parker-Hannifin Corporation (NYSE:PH) manufactures question and power technologies and systems for mobile, industrial, and aerospace markets, and is simply a important contributor to the Strategy’s show successful the quarter. The one-month instrumentality of Parker-Hannifin Corporation (NYSE:PH) was 6.16%, and its shares gained 39.99% of their worth implicit the past 52 weeks. On February 3, 2026, Parker-Hannifin Corporation (NYSE:PH) banal closed astatine $964.33 per share, with a marketplace capitalization of $121.714 billion.

Aristotle Capital Value Equity Strategy stated the pursuing regarding Parker-Hannifin Corporation (NYSE:PH) successful its 4th fourth 2025 capitalist letter:

"Parker-Hannifin Corporation (NYSE:PH), the shaper of question and power technologies, was the apical contributor during the quarter. The institution continues to payment from spot successful its aerospace business, wherever request for archetypal instrumentality and aftermarket services has driven integrated maturation and borderline expansion. The ongoing integration of Meggitt, which Parker Hannifin acquired successful 2022, has further expanded the company’s aerospace and defence capabilities portion expanding vulnerability to higher-margin aftermarket revenue—a catalyst we antecedently identified. Alongside this progress, absorption has continued to fortify the company’s equilibrium expanse pursuing a play of elevated acquisition activity, with nett debt-to-EBITDA trending lower. In addition, Parker Hannifin’s wide portfolio of question and power technologies positions the institution to payment from secular trends specified arsenic mill automation, electrification of concern equipment, digitization, and accrued complexity and modernization crossed commercialized and defence aerospace platforms. The institution continues to execute its Win Strategy, driving operational excellence, pricing subject and beardown currency travel generation. We judge these catalysts enactment a much resilient net illustration and volition let Parker Hannifin to proceed improving profitability and FREE currency travel procreation implicit time."