H. B. Fuller (NYSE:FUL) Posts Quarterly Earnings Results, Beats Estimates By $0.04 EPS

H. B. Fuller (NYSE:FUL) issued its earnings results on Wednesday. The specialty chemicals company reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.04, Zacks reports. The company had revenue of $894.79 million for the quarter, compared to analysts’ expectations of $901.34 million. H. B. Fuller had a net margin of 4.38% and a return on equity of 12.43%. The firm’s revenue was down 3.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.92 EPS. H. B. Fuller updated its FY 2026 guidance to 4.350-4.700 EPS.

H. B. Fuller Stock Performance

Shares of FUL stock opened at $63.50 on Friday. The firm has a market capitalization of $3.43 billion, a price-to-earnings ratio of 34.32, a PEG ratio of 1.05 and a beta of 1.10. The stock has a fifty day moving average of $59.66 and a 200 day moving average of $59.72. H. B. Fuller has a 52 week low of $47.56 and a 52 week high of $67.05. The company has a quick ratio of 1.18, a current ratio of 1.93 and a debt-to-equity ratio of 1.06.

Key Stories Impacting H. B. Fuller

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: Management set firm FY‑2026 targets — EPS guidance of $4.35–$4.70 and an adjusted EBITDA target of $630M–$660M while emphasizing a margin‑expansion plan; that guidance supports upside to earnings if execution continues. Read More.
• Positive Sentiment: Profitability metrics improved in the quarter: adjusted gross margin expanded (report cites a ~290 bps lift) and operating profit rose materially, and operating cash flow increased — signs that pricing and cost actions are working. Read More.
• Neutral Sentiment: Reported EPS was roughly in line with consensus on an adjusted basis (company reported $1.28 vs. $1.24 consensus), but headlines vary depending on GAAP vs. adjusted accounting; read the company release and call transcript for reconciliation. Read More.
• Neutral Sentiment: After adjusting for the prior flooring divestiture, revenue was roughly flat year‑over‑year, but organic volumes fell — this makes the quarter mixed: better margins but softer volumes. Read More.
• Negative Sentiment: Top‑line missed street estimates (reported revenue $894.8M vs. ~ $901M consensus) and some data providers flagged a large difference between adjusted and GAAP EPS; that ambiguity plus visible volume weakness likely pressured the stock. Read More.
• Negative Sentiment: Market reaction included pre‑market selling and some insider share sales noted in filings — investors may be taking profits or trimming into the mixed print. Read More.

Insiders Place Their Bets

In other H. B. Fuller news, VP Nathan D. Weaver sold 7,075 shares of the company’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $58.38, for a total value of $413,038.50. Following the completion of the transaction, the vice president directly owned 9,441 shares in the company, valued at approximately $551,165.58. This represents a 42.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO John J. Corkrean sold 14,222 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $60.31, for a total transaction of $857,728.82. Following the completion of the sale, the chief financial officer directly owned 54,646 shares of the company’s stock, valued at approximately $3,295,700.26. This represents a 20.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.99% of the stock is currently owned by insiders.

Institutional Trading of H. B. Fuller

Large investors have recently bought and sold shares of the company. Wellington Management Group LLP raised its position in shares of H. B. Fuller by 3.6% in the 3rd quarter. Wellington Management Group LLP now owns 976,005 shares of the specialty chemicals company’s stock worth $57,858,000 after acquiring an additional 33,522 shares in the last quarter. UBS Group AG boosted its position in shares of H. B. Fuller by 200.8% during the third quarter. UBS Group AG now owns 820,871 shares of the specialty chemicals company’s stock valued at $48,661,000 after purchasing an additional 548,017 shares in the last quarter. Bank of America Corp DE grew its stake in H. B. Fuller by 35.1% in the third quarter. Bank of America Corp DE now owns 378,649 shares of the specialty chemicals company’s stock worth $22,446,000 after purchasing an additional 98,468 shares during the period. Qube Research & Technologies Ltd raised its holdings in H. B. Fuller by 27.9% in the second quarter. Qube Research & Technologies Ltd now owns 360,828 shares of the specialty chemicals company’s stock worth $21,704,000 after purchasing an additional 78,690 shares in the last quarter. Finally, Jane Street Group LLC lifted its position in H. B. Fuller by 128.0% during the second quarter. Jane Street Group LLC now owns 217,307 shares of the specialty chemicals company’s stock valued at $13,071,000 after buying an additional 122,007 shares during the period. 95.93% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have issued reports on FUL. Seaport Res Ptn upgraded shares of H. B. Fuller from a “hold” rating to a “strong-buy” rating in a research report on Friday, September 26th. UBS Group restated a “neutral” rating on shares of H. B. Fuller in a research report on Thursday. Wall Street Zen downgraded H. B. Fuller from a “buy” rating to a “hold” rating in a research report on Monday, November 24th. Weiss Ratings reissued a “hold (c)” rating on shares of H. B. Fuller in a research note on Monday, December 29th. Finally, Citigroup reaffirmed a “buy” rating on shares of H. B. Fuller in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, H. B. Fuller presently has an average rating of “Moderate Buy” and a consensus target price of $66.20.

H. B. Fuller Company Profile

H. B. Fuller Company, founded in 1887 and headquartered in St. Paul, Minnesota, is a global adhesives and specialty chemical solutions provider serving a wide array of industries. The company develops, manufactures and markets adhesive technologies, sealants, polymers and related chemical products designed to enhance product performance, sustainability and manufacturing efficiency.

Fuller’s product portfolio spans multiple market segments, including packaging and converting, general industrial assembly, electronics, transportation, hygiene and construction.