H. B. Fuller (NYSE:FUL) Hits New 12-Month High on Strong Earnings

H. B. Fuller Company (NYSE:FUL) shares reached a new 52-week high during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $67.05 and last traded at $64.8280, with a volume of 1079673 shares traded. The stock had previously closed at $66.30.

The specialty chemicals company reported $1.28 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.04. H. B. Fuller had a return on equity of 12.21% and a net margin of 4.38%.The firm had revenue of $894.79 million during the quarter, compared to analyst estimates of $901.34 million. During the same quarter last year, the firm earned $0.92 EPS. H. B. Fuller’s quarterly revenue was down 3.1% on a year-over-year basis. H. B. Fuller has set its FY 2026 guidance at 4.350-4.700 EPS.

H. B. Fuller News Roundup

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

• Positive Sentiment: Management set a clear margin-expansion plan and quantitative targets for 2026 — a $630M–$660M adjusted EBITDA target and FY‑2026 EPS guidance of $4.35–$4.70, which signal confidence in profit recovery and justify upside to valuation if execution holds. HB Fuller targets $630m–$660m adjusted EBITDA for 2026 while advancing margin expansion strategy
• Positive Sentiment: Operating performance improved: gross profit and operating profit expanded materially in Q4 (management highlighted margin improvement), showing the company can drive profitability even with softer volumes. H.B. Fuller beats Q4 earnings estimates as profit margins expand
• Neutral Sentiment: Company released the Q4 earnings presentation and full earnings-call transcript — useful for investors who want details on segment trends, pricing, and the cadence of cost actions. Review the slides and transcript for management’s execution timeline. H.B. Fuller Company 2025 Q4 – Results – Earnings Call Presentation H.B. Fuller Company (FUL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue declined ~3% YoY and missed some estimates; organic volumes fell, which tempers near-term growth expectations despite margin gains. H.B. Fuller 4Q Organic Revenue Falls on Volume Decline — Update
• Negative Sentiment: Net income and diluted EPS were pressured by non-operating items and tax/one-offs in some reports; third‑party summaries flagged an EPS miss versus certain estimates and noted higher liabilities and lower cash on hand. That disconnect between operating profit and net income creates near-term uncertainty. H. B. Fuller Company (FUL) Releases Q4 2025 Earnings: Revenue Down, Operating Profit Up but EPS Miss
• Negative Sentiment: Recent insider selling and mixed analyst positioning (price targets range widely) can add selling pressure until clarity on free cash flow and deleveraging arrives. H.B. Fuller, Caledonia Mining And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session

Analysts Set New Price Targets

A number of analysts recently issued reports on FUL shares. Citigroup lifted their price target on shares of H. B. Fuller from $70.00 to $76.00 and gave the stock a “buy” rating in a research note on Friday. Weiss Ratings reissued a “hold (c)” rating on shares of H. B. Fuller in a research report on Monday, December 29th. Seaport Res Ptn upgraded shares of H. B. Fuller from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 26th. UBS Group set a $66.00 price target on H. B. Fuller in a research note on Friday. Finally, Wall Street Zen lowered H. B. Fuller from a “buy” rating to a “hold” rating in a report on Monday, November 24th. Two equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $68.60.

Insider Activity

In other news, CFO John J. Corkrean sold 14,222 shares of H. B. Fuller stock in a transaction that occurred on Monday, October 27th. The shares were 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 owned 54,646 shares in the company, valued at $3,295,700.26. The trade was a 20.65% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, VP Nathan D. Weaver sold 7,075 shares of the business’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $58.38, for a total transaction of $413,038.50. Following the sale, the vice president directly owned 9,441 shares of the company’s stock, valued at approximately $551,165.58. This trade represents a 42.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.99% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Cooke & Bieler LP increased its holdings in H. B. Fuller by 94.9% in the third quarter. Cooke & Bieler LP now owns 1,481,030 shares of the specialty chemicals company’s stock valued at $87,795,000 after purchasing an additional 721,100 shares during the last quarter. Norges Bank bought a new position in H. B. Fuller during the second quarter worth about $40,584,000. UBS Group AG grew its position in shares of H. B. Fuller by 200.8% during the 3rd quarter. UBS Group AG now owns 820,871 shares of the specialty chemicals company’s stock worth $48,661,000 after buying an additional 548,017 shares during the period. Cramer Rosenthal Mcglynn LLC increased its stake in shares of H. B. Fuller by 287.2% in the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 371,650 shares of the specialty chemicals company’s stock valued at $22,031,000 after acquiring an additional 275,654 shares during the last quarter. Finally, Kennedy Capital Management LLC increased its stake in shares of H. B. Fuller by 131.2% in the 3rd quarter. Kennedy Capital Management LLC now owns 439,444 shares of the specialty chemicals company’s stock valued at $26,050,000 after acquiring an additional 249,350 shares during the last quarter. 95.93% of the stock is currently owned by institutional investors.

H. B. Fuller Stock Down 4.7%

The business’s 50-day moving average is $59.71 and its two-hundred day moving average is $59.72. The firm has a market capitalization of $3.27 billion, a price-to-earnings ratio of 32.72, a P/E/G ratio of 1.03 and a beta of 1.10. The company has a debt-to-equity ratio of 1.01, a quick ratio of 1.18 and a current ratio of 1.70.

About H. B. Fuller

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.