Ferguson plc $FERG Shares Sold by Madison Asset Management LLC
Madison Asset Management LLC reduced its stake in Ferguson plc (NYSE:FERG) by 4.7% in the second quarter, selling 17,686 shares and now owning 355,611 shares valued at $84.397 million. Despite this, other institutional investors increased their holdings, and hedge funds collectively own 81.98% of the company's stock. Ferguson recently announced a $2 billion stock buyback program and a quarterly dividend of $0.89 per share.
Ferguson plc $FERG Holdings Boosted by Empowered Funds LLC
Empowered Funds LLC significantly increased its stake in Ferguson plc (NYSE:FERG) during the first quarter, alongside several other institutional investors, bringing total institutional ownership to 81.98%. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $284.86, following recent price target increases from multiple firms. Ferguson reported strong quarterly earnings, beating expectations, and announced a quarterly dividend of $0.89 per share, coupled with a $2 billion share repurchase authorization.
Handelsbanken Fonder AB Raises Position in Ferguson plc $FERG
Handelsbanken Fonder AB increased its stake in Ferguson plc by 6.6% in the second quarter, bringing its total holdings to 96,068 shares valued at $22.8 million. This increase follows Ferguson's stronger-than-expected second-quarter results, which led to raised outlooks and analyst price target increases. Ferguson also recently priced $1.2 billion in senior notes while maintaining shareholder return plans including a share buyback authorization and quarterly dividends.
Ferguson (FERG) Stock Pullback Follows Solid Growth And Premium P/E
Ferguson (FERG) shares dropped 4.7% despite solid Q2 2026 earnings, which saw revenue up 4.6% and EPS up 7.1%. The company's growth is driven by nonresidential projects like data centers and HVAC, though concerns about project lumpiness and margin compression persist. Investors are wary of the stock's 24.5x P/E ratio, leading to the recent pullback.
Diversified Management Inc. Decreases Stake in Ferguson plc $FERG
Diversified Management Inc. significantly reduced its stake in Ferguson plc by 81% in the second quarter, selling 14,059 shares and retaining 3,299 shares valued at $783,000. Despite this, institutional investors and hedge funds still own approximately 81.98% of Ferguson's stock. The company recently reported strong quarterly earnings, beating consensus estimates, and announced a $2 billion share-repurchase program and a quarterly dividend.
Ferguson Cashes In On Data Center Buildout, Raises Outlook
Ferguson Enterprises Inc. reported strong second-quarter results, surpassing analyst estimates for earnings and sales, driven by robust non-residential and returning residential growth. The company raised its full-year fiscal 2026 outlook for net sales and operating margin, citing benefits from data center construction and large capital projects. Ferguson also declared a dividend and announced several acquisitions, including the pending purchase of FloWorks.
Ferguson Enterprises Inc. (FERG) Stock Price, News, Quote & History
This article provides a comprehensive overview of Ferguson Enterprises Inc. (FERG), including its current stock price, financial performance, and company profile. It details key statistics such as market capitalization, P/E ratio, earnings date, and dividend information. The report also includes analyst insights, performance comparisons against the S&P 500, and a list of similar companies for comparative analysis.
Ferguson plc (NYSE:FERG) to Issue Quarterly Dividend of $0.89
Ferguson plc (NYSE:FERG) has declared a quarterly dividend of $0.89 per share, payable on October 7th to shareholders of record as of August 21st. This dividend represents an annualized payout of $3.56 and a 1.4% yield, with a payout ratio of 33.4% which is well-covered by earnings. Analysts maintain a "Moderate Buy" consensus rating for Ferguson, with an average price target of $277.21.
Bank of America Corp DE Grows Holdings in Ferguson plc $FERG
Bank of America Corp DE significantly increased its stake in Ferguson plc by 43.6% in the first quarter, now holding over 1 million shares valued at $240.2 million. This comes as Ferguson reported strong quarterly earnings, beating estimates, and authorized a $2 billion share repurchase program. Analyst sentiment for Ferguson remains a "Moderate Buy" with an average price target of $277.21.
Optiver Holding B.V. Buys 16,695 Shares of Ferguson plc $FERG
Optiver Holding B.V. significantly increased its stake in Ferguson plc (NYSE:FERG) by 1,332.4% in the first quarter, acquiring 16,695 additional shares and bringing its total holdings to 17,948 shares valued at approximately $4.19 million. Institutional investors collectively own 81.98% of Ferguson. Analysts currently maintain a "Moderate Buy" rating for FERG, with a consensus price target of $277.21, following recent earnings and a $2 billion share repurchase authorization.
Lazard Asset Management LLC Has $4.06 Million Position in Ferguson plc $FERG
Lazard Asset Management LLC significantly increased its stake in Ferguson plc (NYSE:FERG) by 109.9% in the first quarter, now holding 17,399 shares valued at $4.06 million. Ferguson reported strong quarterly earnings, beating analyst expectations with $2.28 EPS and $7.47 billion in revenue, and announced a $2 billion share repurchase program. Analysts maintain a "Moderate Buy" consensus rating for the stock, with an average price target of $277.21.
Empowered Funds LLC Purchases 5,122 Shares of Ferguson plc $FERG
Empowered Funds LLC increased its stake in Ferguson plc (NYSE:FERG) by 22% in the first quarter, purchasing an additional 5,122 shares and bringing its total holdings to 28,435 shares valued at $6.63 million. Institutional investors now own nearly 82% of Ferguson's stock. The company recently reported strong quarterly earnings, beating estimates with EPS of $2.28 and a 3.6% increase in revenue, and also authorized a $2 billion share repurchase program.
Arrowstreet Capital Limited Partnership Has $11.45 Million Stake in Ferguson plc $FERG
Arrowstreet Capital Limited Partnership significantly increased its stake in Ferguson plc to $11.45 million, owning 49,114 shares. Other major institutional investors also adjusted their positions in Ferguson, which saw a 3.6% revenue increase and exceeded analyst EPS estimates. Analysts maintain a "Moderate Buy" rating with a consensus price target of $277.21, and the company authorized a $2 billion share buyback program.
California State Teachers Retirement System Sells 9,047 Shares of Ferguson plc $FERG
California State Teachers Retirement System reduced its stake in Ferguson plc (NYSE:FERG) by 3.0% in the first quarter, selling 9,047 shares and now owning 293,244 shares valued at $68.4 million. Despite this, several other hedge funds increased their holdings in Ferguson, indicating continued institutional interest. The company recently reported strong quarterly earnings, surpassing analyst estimates, and announced a $2.00 billion stock buyback program.
Cetera Investment Advisers Has $10.06 Million Stake in Ferguson plc $FERG
Cetera Investment Advisers significantly increased its stake in Ferguson plc by 44.6% in the first quarter, now holding 43,134 shares worth approximately $10.06 million. The company's stock is largely owned by institutional investors and hedge funds, with 81.98% ownership. Ferguson recently surpassed earnings expectations, reporting $2.28 EPS, and authorized a $2 billion share repurchase program, leading analysts to maintain a "Moderate Buy" rating with a target price of $277.21.
Edgestream Partners L.P. Makes New $7.46 Million Investment in Ferguson plc $FERG
Edgestream Partners L.P. has made a new $7.46 million investment in Ferguson plc (NYSE:FERG), acquiring 31,973 shares. This comes as Ferguson exceeded quarterly earnings expectations with $2.28 EPS and $7.47 billion in revenue, prompting the company to authorize a $2 billion share buyback. Analysts currently rate Ferguson as a "Moderate Buy" with a consensus target price of $277.21.
Amundi Has $308.20 Million Position in Ferguson plc $FERG
Amundi increased its stake in Ferguson plc by 17.3% in Q1, now holding 1,321,070 shares valued at $308.20 million. Other institutional investors also adjusted their positions, and analysts have issued various ratings and price targets for FERG stock. Ferguson reported strong Q1 earnings, surpassing analyst estimates, and authorized a $2.00 billion stock repurchase program.
Ferguson plc $FERG Stock Holdings Lessened by Soroban Capital Partners LP
Soroban Capital Partners LP reduced its stake in Ferguson plc (NYSE:FERG) by 19.5% in the first quarter, selling 579,825 shares but still holding 2.40 million shares valued at approximately $559.4 million. Despite the reduction, institutional investors collectively own 81.98% of the company. Analysts maintain a "Moderate Buy" rating for Ferguson, with recent price target increases and the company reporting strong quarterly earnings and authorizing a $2 billion share repurchase program.
OMERS ADMINISTRATION Corp Purchases 8,951 Shares of Ferguson plc $FERG
OMERS ADMINISTRATION Corp significantly increased its stake in Ferguson plc (NYSE:FERG) by purchasing an additional 8,951 shares, bringing its total holdings to 17,444 shares valued at $4.069 million as of the first quarter. This move highlights institutional investor interest, with nearly 82% of Ferguson's stock owned by such entities. Despite a recent downgrade by Goldman Sachs, analysts generally maintain a "Moderate Buy" rating for Ferguson, which recently exceeded earnings expectations, announced a dividend, and authorized a $2 billion share repurchase program.
Entropy Technologies LP Sells 6,614 Shares of Ferguson plc $FERG
Entropy Technologies LP reduced its stake in Ferguson plc by 47.4% in the first quarter, selling 6,614 shares and retaining 7,349 shares valued at $1.714 million. Despite this, Ferguson (NYSE: FERG) reported strong quarterly earnings, beating analyst estimates, and authorized a $2 billion share-repurchase program. Analysts maintain a "Moderate Buy" rating for the stock, with an average price target significantly above its current trading price.
Ferguson plc $FERG Shares Sold by Bank of Nova Scotia
Bank of Nova Scotia reduced its holdings in Ferguson plc (NYSE:FERG) by 20.1% in the first quarter, selling 7,035 shares, though other institutional investors like Vanguard and Wellington Group increased their stakes. Analysts maintain a "Moderate Buy" consensus rating for Ferguson with an average target price of $277.21. The company recently declared a quarterly dividend of $0.89 per share and authorized a $2.00 billion stock buyback plan.
Ferguson plc $FERG Shares Purchased by Sei Investments Co.
Sei Investments Co. increased its holdings in Ferguson plc (NYSE:FERG) by 24% in the first quarter, accumulating 369,918 shares valued at $86.3 million. Institutional ownership of Ferguson remains high at 81.98%. Analysts maintain a "Moderate Buy" consensus rating for the stock, with a target price of $277.21, despite some rating and price target adjustments by individual firms.
First Trust Advisors LP Has $87.46 Million Stock Holdings in Ferguson plc $FERG
First Trust Advisors LP reduced its stake in Ferguson plc (NYSE:FERG) by 12.5% in the first quarter, now holding 374,941 shares valued at $87.46 million. Other institutional investors like Basepoint Wealth LLC and Zions Bancorporation National Association also adjusted their positions in the company. Analysts currently have a "Moderate Buy" consensus rating for Ferguson, with an average price target of $277.21, and the company recently announced a quarterly dividend of $0.89 per share.
Capula Management Ltd Acquires New Holdings in Ferguson plc $FERG
Capula Management Ltd has acquired a new position in Ferguson plc (NYSE:FERG) during the first quarter, purchasing 30,461 shares valued at approximately $7.1 million. This move highlights continued institutional interest in Ferguson, with 81.98% of its stock owned by institutions and hedge funds. Analysts hold a "Moderate Buy" consensus rating with an average target price of $277.21, following Ferguson's recent earnings beat and approval of a $2 billion share buyback program.
Ferguson plc $FERG Shares Acquired by Fifth Third Bancorp
Fifth Third Bancorp significantly increased its stake in Ferguson plc (NYSE:FERG) by 2,762.3% in the first quarter, acquiring 6,381 additional shares to hold a total of 6,612 shares valued at approximately $1.54 million. This move comes as Ferguson reported strong quarterly results, beating EPS estimates, and announced a $2 billion share repurchase program alongside a consistent dividend payment of $0.89 per share. Analysts currently rate Ferguson as a "Moderate Buy" with an average price target of $277.21, reflecting confidence in the company's performance and future outlook.
Sycale Advisors NY LLC Buys Shares of 9,990 Ferguson plc $FERG
Sycale Advisors NY LLC initiated a new position in Ferguson plc (NYSE:FERG) during the first quarter, purchasing 9,990 shares valued at approximately $2.33 million, making it their 15th largest holding. Ferguson recently reported strong quarterly earnings, beating estimates with $2.28 EPS and $7.47 billion in revenue, leading analysts to project an annual EPS of 11.27. The company board also authorized a $2 billion share repurchase program and declared a quarterly dividend of $0.89 per share.
Allspring Global Investments Holdings LLC Increases Stock Position in Ferguson plc $FERG
Allspring Global Investments Holdings LLC significantly increased its stake in Ferguson plc (NYSE:FERG) by 18.3% during the first quarter, now owning 35,824 shares valued at $8.56 million. Other institutional investors also adjusted their positions, and Ferguson's stock performance shows a market capitalization of $44.60 billion with a PE ratio of 26.74. The company recently reported strong quarterly earnings and declared a quarterly dividend of $0.89 per share.
SEB Asset Management AB Acquires New Stake in Ferguson plc $FERG
SEB Asset Management AB recently acquired a new stake in Ferguson plc (NYSE:FERG), purchasing 38,739 shares valued at approximately $9 million. This move comes as Ferguson plc maintains a "Moderate Buy" consensus rating from analysts, despite a recent downgrade from Goldman Sachs. The company also reported strong quarterly earnings, beating analyst expectations, and announced a $2 billion share buyback program along with a quarterly dividend of $0.89 per share.
Mediolanum International Funds Ltd Makes New $1.51 Million Investment in Ferguson plc $FERG
Mediolanum International Funds Ltd has initiated a new position in Ferguson plc (NYSE:FERG) by purchasing 6,765 shares valued at approximately $1.51 million in the first quarter. This investment highlights continued institutional interest, with 81.98% of Ferguson's shares owned by institutions and hedge funds. Analysts maintain a "Moderate Buy" consensus rating for the stock, with an average price target of $277.21.
Dimensional Fund Advisors LP Has $408.53 Million Stock Holdings in Ferguson plc $FERG
Dimensional Fund Advisors LP increased its stake in Ferguson plc (NYSE:FERG) by 0.7% in the first quarter, holding over 1.75 million shares valued at approximately $408.5 million. Institutional investors collectively own nearly 82% of Ferguson's stock, which has a "Moderate Buy" consensus rating from analysts, with an average price target of $277.21 despite some recent upgrades and a downgrade. Ferguson also beat earnings expectations, reported $2.28 EPS, declared an $0.89 quarterly dividend, and authorized a $2 billion share buyback.
ABN Amro Investment Solutions Buys 6,611 Shares of Ferguson plc $FERG
ABN Amro Investment Solutions has increased its stake in Ferguson plc by 3.8% in Q1 2026, purchasing an additional 6,611 shares, bringing its total holding to 180,954 shares valued at approximately $42.2 million. This comes as Ferguson reported strong quarterly earnings, surpassing analyst expectations with EPS of $2.28 and revenue of $7.47 billion, leading to a "Moderate Buy" consensus rating and a $277.21 target price from analysts. The company also announced a quarterly dividend and a $2 billion share repurchase plan, signaling confidence in its valuation.
Andra AP fonden Has $12.20 Million Stock Holdings in Ferguson plc $FERG
Andra AP fonden reduced its stake in Ferguson plc by 28.6% in the first quarter, selling 21,000 shares and retaining 52,300 worth approximately $12.2 million. This move comes as Ferguson plc reported better-than-expected fiscal Q1 results, with $2.28 EPS and $7.47 billion in revenue, and announced a $2 billion share buyback authorization and a quarterly dividend of $0.89 per share. Several other institutional investors also adjusted their holdings in Ferguson, which currently has a "Moderate Buy" rating from analysts with an average target price of $277.21.
Ferguson plc $FERG Stock Holdings Lessened by Madison Asset Management LLC
Madison Asset Management LLC reduced its stake in Ferguson plc (NYSE:FERG) by 6.0% in the first quarter, selling 23,994 shares, retaining 373,297 shares valued at $87.1 million. Despite this reduction, analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $277.21. Ferguson recently reported strong quarterly earnings, exceeding estimates and authorizing a $2 billion share repurchase program.
Hsbc Holdings PLC Has $54.89 Million Stock Position in Ferguson plc $FERG
HSBC Holdings PLC significantly reduced its stake in Ferguson plc by 31% in the first quarter, selling 105,688 shares but still holding 235,482 shares valued at approximately $54.9 million. Despite this, institutional investors collectively own 81.98% of Ferguson, with other major holders like Vanguard and Wellington increasing their positions. Analysts maintain a "Moderate Buy" rating for Ferguson, with an average price target of $277.21, following strong quarterly earnings and a $2 billion share buyback authorization.
Swiss National Bank Increases Stake in Ferguson plc $FERG
The Swiss National Bank recently increased its stake in Ferguson plc (NYSE:FERG) by 6.8% in the first quarter, bringing its total holdings to 574,047 shares valued at approximately $133.9 million. Other institutional investors also adjusted their positions, with hedge funds and institutions now owning 81.98% of Ferguson's stock. Analysts generally maintain a "Moderate Buy" rating for the company, which recently reported strong quarterly EPS and authorized a $2 billion share buyback program.
KBC Group NV Grows Stock Position in Ferguson plc $FERG
KBC Group NV increased its stake in Ferguson plc by 2.2% in the first quarter, accumulating 671,258 shares valued at approximately $156.6 million. Ferguson reported strong quarterly earnings, beating analyst estimates with an EPS of $2.28 and revenue of $7.47 billion, and is returning capital to shareholders through dividends and a $2 billion share repurchase program. Analysts currently maintain a "Moderate Buy" rating for FERG with an average target price of $277.21.
Assetmark Inc. Acquires 47,498 Shares of Ferguson plc $FERG
Assetmark Inc. significantly increased its stake in Ferguson plc, purchasing an additional 47,498 shares in Q1, bringing its total holdings to 78,062 shares valued at $18.2 million. The company has received a "Moderate Buy" consensus rating from analysts, with a target price of $277.21, despite a recent downgrade from Goldman Sachs. Ferguson plc reported strong Q2 earnings, beating estimates, and announced a $2 billion share repurchase program alongside a quarterly dividend payment.
Ferguson plc (NYSE:FERG) Given Consensus Recommendation of "Moderate Buy" by Analysts
Analysts have given Ferguson plc (NYSE:FERG) a consensus "Moderate Buy" rating, with an average 12-month price target of $277.21 based on reports from eighteen brokerages. While some analysts, like Goldman Sachs, downgraded the stock, others such as Zelman, RBC, and Wells Fargo issued bullish ratings. The company recently reported better-than-expected quarterly earnings of $2.28 per share, authorized a $2 billion share repurchase plan, and pays a quarterly dividend yielding about 1.5%.
C WorldWide Group Holding A S Has $12.30 Million Stake in Ferguson plc $FERG
C WorldWide Group Holding A S significantly reduced its stake in Ferguson plc by 59.4% in the first quarter, now holding 52,738 shares valued at approximately $12.3 million. Despite this, Ferguson exceeded earnings expectations, reporting $2.28 EPS on $7.47 billion in revenue, and announced a $2 billion share buyback along with a quarterly dividend of $0.89 per share. Analyst ratings remain generally positive, with a "Moderate Buy" consensus.
Aware Super Pty Ltd as trustee of Aware Super Purchases Shares of 109,073 Ferguson plc $FERG
Aware Super Pty Ltd, as trustee of Aware Super, has acquired a new position in Ferguson plc, purchasing 109,073 shares valued at approximately $25.4 million. This represents about 0.06% of the company's stock. Ferguson plc maintains a "Moderate Buy" consensus rating from analysts, with the company recently reporting strong quarterly earnings, authorizing a $2 billion share repurchase program, and declaring a quarterly dividend of $0.89 per share.
Livforsakringsbolaget Skandia Omsesidigt Sells 6,576 Shares of Ferguson plc $FERG
Livforsakringsbolaget Skandia Omsesidigt reduced its stake in Ferguson plc by 68% in the first quarter, selling 6,576 shares and retaining 3,100 shares valued at $724,000. Ferguson reported strong quarterly earnings of $2.28 EPS against an expected $2.14, with revenues of $7.47 billion, and analysts now project an annual EPS of $11.27. The company also announced a $0.89 quarterly dividend and a new $2 billion share repurchase program.
Ferguson plc $FERG Stock Holdings Decreased by Bank of New York Mellon Corp
Bank of New York Mellon Corp decreased its holdings in Ferguson plc by 6.3% during the first quarter, selling over 385,000 shares but still maintaining a substantial position worth approximately $1.33 billion. Despite a mixed analyst sentiment, with Goldman Sachs downgrading the stock, Ferguson reported better-than-expected earnings, announced a $2 billion share repurchase program, and a quarterly dividend of $0.89 per share. The company has an average analyst rating of "Moderate Buy" with a consensus price target of $276.61.
Calamos Advisors LLC Takes Position in Ferguson plc $FERG
Calamos Advisors LLC has taken a new position in Ferguson plc (NYSE:FERG) during the first quarter, purchasing 12,584 shares valued at approximately $2.94 million. Other institutional investors have also modified their holdings in the company. Ferguson recently reported strong quarterly earnings, approved a $2 billion share buyback program, and declared a quarterly dividend.
Wells Fargo Remains a Buy on Ferguson PLC (FERG)
Wells Fargo analyst Sam Reid maintained a Buy rating on Ferguson PLC (FERG) with a price target of $285.00, while William Blair's Ryan Merkel also issued a Buy rating. This contrasts with Goldman Sachs' recent downgrade of Ferguson PLC to a Hold. Despite negative corporate insider sentiment, the company has a one-year high of $271.64 and a one-year low of $207.64.
Wells Fargo Remains a Buy on Ferguson PLC (FERG)
Wells Fargo analyst Sam Reid maintained a Buy rating on Ferguson PLC (FERG) with a price target of $285.00, noting Reid's historical success in the Consumer Cyclical sector. Another analyst from William Blair also rated Ferguson PLC as a Buy, though Goldman Sachs recently downgraded the stock to a Hold. Despite negative insider sentiment with increased selling activity, the company has a one-year high of $271.64.
J. Safra Sarasin Holding AG Purchases New Shares in Ferguson plc $FERG
J. Safra Sarasin Holding AG acquired a new position in Ferguson plc, purchasing over 54,000 shares valued at approximately $12.76 million. Institutional investors hold a significant 81.98% of Ferguson's shares, with several firms increasing their stakes. Ferguson recently reported strong quarterly earnings and announced a quarterly dividend along with a new $2 billion share buyback program.
Kornitzer Capital Management Inc. KS Has $6.37 Million Stock Position in Ferguson plc $FERG
Kornitzer Capital Management Inc. KS increased its stake in Ferguson plc (NYSE:FERG) by 72.8% in the first quarter, now holding 27,306 shares valued at approximately $6.37 million. Institutional investors collectively own 81.98% of Ferguson's stock, and analysts currently rate it a "Moderate Buy" with a consensus target price of $276.61. Ferguson recently exceeded EPS estimates with $2.28 per share, announced a $2 billion share repurchase plan, and declared a quarterly dividend of $0.89 per share.
Sumitomo Mitsui Trust Group Inc. Decreases Position in Ferguson plc $FERG
Sumitomo Mitsui Trust Group Inc. has reduced its stake in Ferguson plc by 4.8% in the first quarter, selling 22,488 shares and now owning 443,404 shares worth $103.43 million. Other institutional investors have made minor adjustments to their holdings, while Wall Street analysts have issued mostly "Buy" and "Moderate Buy" ratings with a consensus target price of $276.61. Ferguson recently posted strong earnings, exceeding analyst expectations, and announced a quarterly dividend and a $2 billion share repurchase program.
Y Intercept Hong Kong Ltd Buys New Shares in Ferguson plc $FERG
Y Intercept Hong Kong Ltd has acquired 9,651 shares of Ferguson plc, valued at approximately $2.25 million, marking a new position in the company during the first quarter. Institutional ownership of Ferguson stands at 81.98%, with other major investors like Wellington Management and Norges Bank also increasing their holdings. Ferguson reported strong earnings of $2.28 per share on $7.47 billion in revenue, exceeding expectations, and continues to offer a dividend while pursuing a $2 billion share buyback program.
Lmcg Investments LLC Makes New Investment in Ferguson plc $FERG
Lmcg Investments LLC recently acquired 7,743 shares of Ferguson plc, valued at approximately $1.8 million, marking a new investment for the firm. Other institutional investors like MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. and Focus Partners Wealth also adjusted their stakes in Ferguson. The company reported strong financial results, beating analyst EPS estimates and announcing a $2 billion share buyback program and a $0.89 quarterly dividend.
