Diamond Hill Capital Management Inc. Has $217.74 Million Stock Position in Ferguson plc $FERG
Diamond Hill Capital Management Inc. significantly reduced its stake in Ferguson plc by 36.6% in the fourth quarter, yet still holds 978,046 shares valued at $217.74 million. Other institutional investors like Vanguard Group Inc., State Street Corp, and Franklin Resources Inc. increased their holdings. Ferguson reported strong earnings, exceeding analyst estimates, authorized a $2 billion share buyback program, and declared a quarterly dividend of $0.89 per share.
ABN Amro Investment Solutions Decreases Stock Position in Ferguson plc $FERG
ABN Amro Investment Solutions reduced its stake in Ferguson plc (NYSE:FERG) by 7.1% in the fourth quarter, selling 13,289 shares and retaining 174,343 shares valued at approximately $38.8 million. Despite this reduction, analyst sentiment remains largely positive, with Ferguson holding a "Moderate Buy" consensus rating and a target price of $269.73. The company recently reported better-than-expected earnings of $2.28 per share on $7.47 billion in revenue and authorized a $2 billion share repurchase plan and a quarterly dividend of $0.89 per share.
Ferguson plc $FERG Position Increased by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. significantly increased its stake in Ferguson plc (NYSE:FERG) by 22,770.6% in the fourth quarter, now owning 104,976 shares valued at approximately $23.4 million. This increase follows Ferguson's strong quarterly earnings, where it surpassed analyst expectations with $2.28 per share and reported a 3.6% revenue increase year-over-year. The company also demonstrated confidence in its future by announcing a quarterly dividend of $0.89 per share and authorizing a $2 billion share buyback program.
Bank Julius Baer & Co. Ltd Zurich Buys 348,367 Shares of Ferguson plc $FERG
Bank Julius Baer & Co. Ltd Zurich significantly increased its stake in Ferguson plc by 1,203% in the fourth quarter, acquiring an additional 348,367 shares, bringing its total holding to 377,325 shares valued at approximately $84.3 million. Ferguson reported better-than-expected quarterly earnings of $2.28 per share on $7.47 billion in revenue, accompanied by a $2 billion share repurchase program and a $0.89 quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating for the stock.
Baader Bank Aktiengesellschaft Sells 10,001 Shares of Ferguson plc $FERG
Baader Bank Aktiengesellschaft reduced its stake in Ferguson plc by 16.4% in the fourth quarter, selling 10,001 shares and holding 51,000 shares valued at $11.35 million. Ferguson recently reported strong quarterly results, beating EPS estimates, and announced a $2.0 billion share repurchase program and a quarterly dividend of $0.89 per share. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $269.73 for FERG.
C WorldWide Group Holding A S Trims Stock Position in Ferguson plc $FERG
C WorldWide Group Holding A S significantly reduced its stake in Ferguson plc by 75.8% in the fourth quarter, selling over 400,000 shares and leaving them with 129,762 shares valued at $28.9 million. This adjustment comes as Ferguson reported better-than-expected quarterly earnings and announced a $2 billion share buyback program and a quarterly dividend of $0.89 per share. Analysts maintain a "Moderate Buy" consensus for Ferguson, with an average price target of $269.73.
Ferguson plc $FERG Shares Bought by ASR Vermogensbeheer N.V.
ASR Vermogensbeheer N.V. significantly increased its stake in Ferguson plc (NYSE:FERG) during the fourth quarter, purchasing an additional 7,964 shares and bringing its total holdings to 9,915 shares valued at $2.21 million. Ferguson reported strong quarterly earnings, surpassing expectations with $2.28 EPS on revenue of $7.47 billion, and announced a $2 billion share buyback program and a quarterly dividend of $0.89 per share. Analysts generally maintain a "Moderate Buy" rating for FERG, with an average target price of $269.73, and several firms have recently raised their price targets.
Truist Financial Keeps Their Buy Rating on Ferguson PLC (FERG)
Truist Financial maintained its Buy rating on Ferguson PLC (FERG) with analyst Keith Hughes, who has an average return of 17.6%. RBC Capital also issued a Buy rating, while Citi assigned a Hold rating. Ferguson PLC recently reported strong quarterly earnings with increased revenue and net profit.
RBC Capital Sticks to Their Buy Rating for Ferguson PLC (FERG)
RBC Capital has maintained a Buy rating on Ferguson PLC (FERG) with a price target of $281.00, echoing a similar Buy rating from William Blair. However, Citi maintained a Hold rating on the stock. Despite the positive analyst sentiment from RBC Capital and William Blair, corporate insider sentiment for FERG is negative, with an increase in insider selling observed over the past quarter.
Ferguson (FERG) Q1 2026 Margin Gains Test Bullish Earnings Narratives
Ferguson (FERG) reported Q1 2026 revenue of US$7.5 billion and basic EPS of US$2.13, showing margin improvement with net profit margins at 6.1%, up from 5.5% a year prior. While this aligns with bullish expectations for margin expansion, the pace is more moderate than some forecasts. The company's 13.9% earnings growth contrasts with lower projected revenue and earnings growth rates, and its stock trades at a P/E premium above its industry, with its DCF fair value below the current share price.
Robeco Schweiz AG Decreases Stock Position in Ferguson plc $FERG
Robeco Schweiz AG reduced its stake in Ferguson plc by 18.4% in the fourth quarter, selling 56,578 shares and now owning 250,574 shares valued at approximately $55.8 million. Despite this, analyst sentiment remains largely positive with a "Moderate Buy" consensus, supported by Ferguson's beat on Q1 earnings estimates, a $2.0 billion share buyback authorization, and a declared quarterly dividend. The company's strategic alliance with Contractor Commerce also presents a positive outlook for future digital sales.
QRG Capital Management Inc. Purchases 4,694 Shares of Ferguson plc $FERG
QRG Capital Management Inc. increased its stake in Ferguson plc by 36.1% in the fourth quarter, acquiring an additional 4,694 shares. This move is part of a broader trend of institutional investors adjusting their positions in Ferguson, with several firms significantly boosting their holdings. The company has also seen positive sentiment from analysts, approved a $2.0 billion share repurchase program, and reported strong Q1 results, all contributing to a bullish outlook.
Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Ryanair Holdings (RYA) and Ferguson PLC (LSE: GB:FERG)
The article highlights conflicting analyst sentiments for industrial goods companies Ryanair Holdings (IE:RYA) and Ferguson PLC (GB:FERG). While the full opinion on Ryanair is not detailed, Ferguson PLC received a "Buy" rating from William Blair analyst Ryan Merkel, with a consensus "Strong Buy" rating and a 10.5% upside based on an average price target of p20535.42. Another recent report also upgraded Ferguson PLC to Buy with a $287.00 price target.
M&T Bank Corp Acquires 18,346 Shares of Ferguson plc $FERG
M&T Bank Corp significantly increased its stake in Ferguson plc during Q4, acquiring an additional 18,346 shares and bringing its total holdings to 24,859 shares valued at $5.534 million. Ferguson recently exceeded Q1 earnings estimates, reported increased revenue, and approved a $2.0 billion share repurchase program. Analysts maintain a generally positive outlook on the company, with several firms raising their price targets, and Ferguson declared a quarterly dividend of $0.89 per share.
Equitable Trust Co. Acquires 9,409 Shares of Ferguson plc $FERG
Equitable Trust Co. significantly increased its stake in Ferguson plc by 842.3% in Q4, acquiring 9,409 additional shares to hold a total of 10,526 shares valued at $2.34 million. This development coincides with Ferguson's announcement of a $2.0 billion share repurchase program and Q1 results that surpassed analyst estimates. The company maintains a "Moderate Buy" consensus rating from analysts, with Wells Fargo recently upgrading its price target to $285.
Latest FERG News - Ferguson PLC Announces Share Buy Back Program
Ferguson PLC announced a share buyback program of up to US$400 million, with an initial phase of £215 million in purchases starting March 22, 2021. This program aims to reduce the company's capital and potentially fund employee share options, enhancing shareholder value. The company also announced its first-half 2021 financial results, reporting a 4.2% revenue increase to $10.3 billion and a 17.7% rise in profit before tax.
Weak US Housing Demand Hits Ferguson's Revenue Growth
Ferguson Enterprises reported Q1 FY26 results showing a 3.6% revenue increase year-over-year to $7.50 billion and adjusted EPS up 9.1% to $2.28, both beating estimates. While non-residential demand was strong, weak US housing demand, particularly in new construction and remodeling, negatively impacted residential sales. The company reiterated its 2026 outlook for low to mid-single-digit net sales growth.
Truist Financial Corp Cuts Stock Holdings in Ferguson plc $FERG
Truist Financial Corp reduced its stake in Ferguson plc by 23.1% in the fourth quarter, selling 59,632 shares and ending with 198,411 shares valued at $44.17 million. Despite beating Q1 earnings estimates, Ferguson's EPS declined year-over-year, and management described the market as "challenging," leading to a 3.1% stock drop. The company approved a $2.0 billion share buyback and declared an $0.89 quarterly dividend, while analysts maintain a "Moderate Buy" rating with an average target price of $267.27.
Strs Ohio Buys 14,945 Shares of Ferguson plc $FERG
Strs Ohio significantly increased its stake in Ferguson plc (NYSE:FERG) by 322.7% during the fourth quarter, purchasing an additional 14,945 shares. This acquisition brings Strs Ohio's total holdings to 19,576 shares, valued at $4,358,000. Other institutional investors also adjusted their positions, indicating varied sentiment towards the plumbing and heating products distributor.
Ferguson Shareholders Back Board, Auditor and Executive Pay
Ferguson PLC shareholders have affirmed their confidence in the company's leadership by re-electing all director nominees, ratifying Deloitte & Touche LLP as the auditor, and approving executive compensation. This outcome signals stability in Ferguson's governance and strategic direction, despite a "Neutral" rating from TipRanks' AI Analyst, citing strong revenue but tempered by free-cash-flow growth, leverage, and a somewhat rich valuation.
CD&R Acquires Wolseley UK from Ferguson
Private equity firm Clayton, Dubilier & Rice (CD&R) has acquired Wolseley UK, Ferguson PLC’s heating and plumbing distribution business, for £308 million ($417.5 million). The transaction will make Wolseley UK an independent company and allow Ferguson to focus entirely on its North American operations. CD&R plans to accelerate growth and enhance customer service in Wolseley UK, leveraging its experience in branch-based networks and industrial distribution investments.
FTSE 350: Is Ferguson Hitting New Highs on Light Volume?
This article from Kalkine Media discusses Ferguson plc's performance within the FTSE 350, focusing on its industrial distribution operations and product range. It asks whether the company is reaching new highs on light trading volume. The full content of the article is behind a login wall, requiring readers to register or log in to access further details.
Ferguson plc (NYSE:FERG) Receives Average Rating of "Moderate Buy" from Brokerages
Ferguson plc (NYSE:FERG) has received an average rating of "Moderate Buy" from brokerages, with an average 12-month price target of $267.27. Key institutional investors, including Vanguard and Wellington Management, hold significant stakes in the company. Despite missing quarterly EPS estimates, Ferguson reported a 3.6% revenue increase year-over-year and announced a quarterly dividend of $0.89.
Ferguson plc $FERG Shares Sold by UBS Group AG
UBS Group AG reduced its stake in Ferguson plc by 28.2% in the fourth quarter, selling 129,112 shares and retaining 0.17% of the company. Ferguson missed quarterly EPS estimates but analysts project 11.2 EPS for the full year and have a consensus price target of $267.27. The company announced a quarterly dividend of $0.89 per share.
Kornitzer Capital Management Inc. KS Acquires 9,506 Shares of Ferguson plc $FERG
Kornitzer Capital Management Inc. KS significantly increased its stake in Ferguson plc (NYSE:FERG) by 150.9%, purchasing an additional 9,506 shares to bring its total holdings to 15,806 shares valued at $3.519 million. This move occurred in the fourth quarter, according to the firm's latest 13F filing. Other institutional investors also adjusted their holdings in Ferguson, which currently has a market capitalization of $51.34 billion, a P/E ratio of 26.68, and offers a quarterly dividend of $0.89.
PFA Pension Forsikringsaktieselskab Buys Shares of 289,491 Ferguson plc $FERG
PFA Pension Forsikringsaktieselskab acquired a new stake of 289,491 shares in Ferguson plc, valued at approximately $65.3 million, representing 0.15% ownership. This move comes as analysts maintain a "Moderate Buy" rating for Ferguson with a consensus target price of $267.27, despite the company recently missing its quarterly EPS estimates while revenue increased by 3.6%. Ferguson currently trades near $264 and offers a quarterly dividend with a 1.3% yield.
Danske Bank A S Increases Position in Ferguson plc $FERG
Danske Bank A S has increased its stake in Ferguson plc by 11% in the fourth quarter, now owning 102,138 shares valued at approximately $22.74 million. Institutional investors collectively hold about 81.98% of the company's stock. Analysts have a "Moderate Buy" consensus rating for Ferguson, with an average price target of $267.27, despite recent mixed revisions from various firms.
Ferguson PLC (FERG) Receives a Buy from William Blair
William Blair analyst Ryan Merkel has maintained a Buy rating on Ferguson PLC (FERG) with the company's shares opening at $259.65. Merkel, a 3-star analyst, covers the Industrials sector and notes that Ferguson PLC has a Strong Buy consensus among analysts with a price target of p20,649.36. The article also mentions the company's dividend announcement and various news items related to its financial performance and analyst ratings.
Ferguson PLC (FERG) Receives a Buy from William Blair
William Blair analyst Ryan Merkel has maintained a Buy rating on Ferguson PLC (FERG) with an average return of 3.6% and a 49.74% success rate. The company's shares opened at $259.65, and it holds an analyst consensus of Strong Buy with a price target of p20,649.36.
Ferguson Sets $0.89 Dividend and Warns on Cross-Border Share Moves
Ferguson PLC has declared a quarterly dividend of $0.89 per share, payable on July 8, 2026, with an ex-dividend and record date of May 15, 2026. The company advised investors against cross-border share movements between the U.K. and U.S. from May 13–15, 2026, due to potential settlement risks that could lead to missed dividend payments. Ferguson, dual-listed in New York and London, is North America’s largest distributor of water and air solutions for professional customers.
FERG Stock Price, Quote & Chart | FERGUSON ENTERPRISES INC (NYSE:FERG)
This article provides a detailed overview of Ferguson Enterprises Inc. (NYSE: FERG) stock, including its current price, historical performance, key statistics, and technical and fundamental analysis. It also covers recent earnings, analyst forecasts, index memberships, financial highlights, ownership details, and industry comparisons. The company's profile and frequently asked questions are included to offer a comprehensive understanding of FERG.
Ferguson plc (NYSE:FERG) Plans $0.89 Quarterly Dividend
Ferguson plc (NYSE:FERG) has declared a quarterly dividend of $0.89 per share, payable on July 8th to shareholders of record on May 15th. This annualizes to $3.56, representing a 1.3% dividend yield and a payout ratio of 33.4%, which is well-covered by expected earnings. The company recently missed earnings expectations, reporting an EPS of $1.99 against an anticipated $2.24, causing a slight dip in stock price.
Ferguson Completes Disposal of Wolseley UK
Ferguson PLC has completed the sale of its Wolseley UK plumbing and heating distribution business to private equity firm Clayton, Dubilier and Rice for £308 million (US$417.5 million). The company intends to return substantially all net proceeds to shareholders via a special dividend, with further details expected in March. In the fiscal year ending July 31, 2020, Wolseley UK generated $1.9 billion in revenue and an underlying trading profit of $8 million.
Ferguson plc $FERG Stock Holdings Reduced by R Squared Ltd
R Squared Ltd significantly reduced its holdings in Ferguson plc ($FERG) by 85% in the fourth quarter, selling 7,329 shares and retaining 1,297 shares valued at $289,000. Despite this, institutional investors still own a substantial 81.98% of the company, with several other funds increasing their positions. Ferguson also reported a quarterly EPS of $1.99, missing consensus estimates, and declared a $0.89 quarterly dividend, while analysts maintain a "Moderate Buy" consensus rating with an average target price of $267.27.
D.A. Davidson & CO. Has $6.90 Million Position in Ferguson plc $FERG
D.A. Davidson & CO. significantly increased its stake in Ferguson plc (NYSE:FERG) by 89.6% in the fourth quarter, holding 30,983 shares valued at $6.90 million. Ferguson reported Q4 EPS of $1.99, missing estimates, but saw a 3.6% revenue increase and declared a quarterly dividend of $0.89. Analysts maintain a "Moderate Buy" rating with a consensus target price of $267.27 for the stock.
Vanguard Group Inc. Has $4.32 Billion Holdings in Ferguson plc $FERG
Vanguard Group Inc. significantly increased its stake in Ferguson plc (NYSE:FERG) by 0.5% in the fourth quarter, now holding 19.42 million shares valued at approximately $4.32 billion. Other institutional investors also adjusted their positions, and Wall Street analysts generally rate the stock a "Moderate Buy" with an average price target of $267.27. Ferguson announced a quarterly dividend of $0.89 per share and reported quarterly EPS of $1.99, missing estimates despite a 3.6% year-over-year revenue increase.
Pictet Asset Management Holding SA Sells 539,977 Shares of Ferguson plc $FERG
Pictet Asset Management Holding SA reduced its stake in Ferguson plc by 17%, selling 539,977 shares and now owning 2,627,515 shares valued at approximately $585 million. Despite this sale, analyst sentiment for Ferguson is generally positive, with a "Moderate Buy" rating and an average target price of $267.27. Ferguson recently missed Q3 EPS expectations but reported a 3.6% revenue growth and announced a quarterly dividend.
26,089 Shares in Ferguson plc $FERG Bought by Teachers Retirement System of The State of Kentucky
Teachers Retirement System of The State of Kentucky recently acquired 26,089 shares of Ferguson plc (NYSE:FERG) valued at approximately $5.81 million, marking a new position for the fund. Other institutional investors like Vanguard and Munich Re also significantly adjusted their stakes in the company. Despite Ferguson missing its most recent quarterly EPS estimates, analysts maintain a "Moderate Buy" rating with a positive outlook for the stock.
Ferguson plc (FERG) is up 2.26% in one week: What you should know
This article highlights that Ferguson plc (FERG) has experienced a 2.26% rise in its stock price over the past week. Investors are advised to be aware of this recent performance.
How Ferguson Plc (FERG) Affects Rotational Strategy Timing
The article analyzes Ferguson Plc (FERG) using AI models, suggesting a near-term neutral sentiment with mid and long-term strength. It outlines three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors. Key findings indicate a favorable 30.3:1 risk-reward setup targeting an 8.7% gain against 0.3% risk.
Arizona State Retirement System Sells 4,559 Shares of Ferguson plc $FERG
The Arizona State Retirement System reduced its stake in Ferguson plc by 7.8% during the fourth quarter, selling 4,559 shares and retaining 53,858 shares valued at approximately $11.99 million. This move comes as other institutional investors, such as Durable Capital Partners and Qube Research & Technologies, significantly increased their holdings in the company. Ferguson plc recently missed its Q3 EPS estimates and declared a quarterly dividend of $0.89.
Munich Reinsurance Co Stock Corp in Munich Has $71.32 Million Position in Ferguson plc $FERG
Munich Reinsurance Co Stock Corp significantly increased its stake in Ferguson plc (NYSE:FERG) by 727% in Q4, holding 316,230 shares valued at $71.32 million. Despite Ferguson missing Q3 EPS estimates, analysts maintain a "Moderate Buy" rating with an average target of $267.27. The company also declared a quarterly dividend of $0.89, yielding about 1.4%.
Teacher Retirement System of Texas Decreases Position in Ferguson plc $FERG
The Teacher Retirement System of Texas reduced its stake in Ferguson plc (NYSE:FERG) by 25.3% in the fourth quarter, selling 26,578 shares and now holding 78,484 shares valued at $17.47 million. Despite this, analysts generally maintain a "Moderate Buy" rating for Ferguson with varying price targets. The company recently missed Q3 EPS expectations, but analysts anticipate higher EPS for the current year, and Ferguson declared a quarterly dividend of $0.89.
KLP Kapitalforvaltning AS Cuts Stock Holdings in Ferguson plc $FERG
KLP Kapitalforvaltning AS has reduced its stake in Ferguson plc (NYSE:FERG) by 23.9% in the fourth quarter, selling 22,600 shares and retaining 72,144 shares valued at approximately $16.06 million. The company recently reported an EPS miss but saw a 3.6% increase in revenue year-over-year and declared a quarterly dividend of $0.89 per share. Despite the EPS miss, analysts generally maintain a "Moderate Buy" rating for Ferguson, with several brokers raising their price targets.
Ferguson plc $FERG Position Trimmed by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH reduced its stake in Ferguson plc by 4.3%, selling 16,703 shares and now holding 370,031 shares valued at approximately $83.17 million. Despite missing quarterly EPS estimates with $1.99 against a $2.24 forecast, Ferguson's revenue increased by 3.6% year-over-year, and analysts maintain a "Moderate Buy" rating with an average target price of $267.27. The company declared a quarterly dividend of $0.89, providing an annualized yield of 1.4%.
Cwm LLC Cuts Stake in Ferguson plc $FERG
Cwm LLC has reduced its stake in Ferguson plc (NYSE:FERG) by 23.3% in the fourth quarter, selling 5,043 shares and retaining 16,598 shares valued at $3.695 million. Other institutional investors have also adjusted their positions, while analysts maintain a "Moderate Buy" rating with an average price target of $267.27. Ferguson is set to release its Q1 results and host a webcast on May 5, 2026, which could impact stock volatility.
M&T Bank Corp Purchases 348,376 Shares of Ferguson plc $FERG
M&T Bank Corp significantly increased its stake in Ferguson plc (NYSE:FERG) during the fourth quarter, buying 348,376 additional shares to hold a total of 354,889 shares valued at approximately $79 million. Ferguson is set to report its Q1 2026 results on May 5, 2026, after missing prior-quarter EPS forecasts. The company also declared a quarterly dividend of $0.89, and analysts currently rate the stock as a "Moderate Buy."
Asset Management One Co. Ltd. Has $17.01 Million Stock Position in Ferguson plc $FERG
Asset Management One Co. Ltd. reduced its stake in Ferguson plc by 9.4% in the fourth quarter, selling 7,740 shares and ending with 74,929 shares valued at $17.01 million. Meanwhile, several other large institutional investors, including Durable Capital Partners and Qube Research & Technologies, significantly increased their positions in Ferguson. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $267.27, despite Ferguson missing Q4 EPS estimates while reporting revenue growth and declaring a quarterly dividend.
Lecap Asset Management Ltd. Sells 7,363 Shares of Ferguson plc $FERG
Lecap Asset Management Ltd. significantly reduced its stake in Ferguson plc (NYSE:FERG) by 58.7% in the Q4, selling 7,363 shares and retaining 5,174 shares worth $1.152 million. Despite missing EPS estimates, Ferguson's revenue rose 3.6% year-over-year, and analysts maintain a "Moderate Buy" rating with a consensus target price of $267.27. The company also declared a quarterly dividend of $0.89.
Ferguson plc $FERG Shares Acquired by KBC Group NV
KBC Group NV significantly increased its stake in Ferguson plc (NYSE:FERG) by 504.2% in the fourth quarter, acquiring an additional 548,035 shares, bringing their total ownership to 656,727 shares valued at $146.2 million. This increase in institutional investment comes despite Ferguson missing its Q earnings targets with an EPS of $1.99 against a $2.24 consensus, although revenue grew by 3.6% year-over-year. Analysts currently hold a "Moderate Buy" rating for Ferguson with an average price target near $267.
