Nordea Investment Management AB Lowers Position in H. B. Fuller Company $FUL

Nordea Investment Management AB cut its stake in shares of H. B. Fuller Company (NYSE:FUL) by 13.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 128,450 shares of the specialty chemicals company’s stock after selling 19,661 shares during the period. Nordea Investment Management AB owned about 0.24% of H. B. Fuller worth $7,676,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. California State Teachers Retirement System raised its holdings in shares of H. B. Fuller by 0.3% in the second quarter. California State Teachers Retirement System now owns 50,486 shares of the specialty chemicals company’s stock valued at $3,037,000 after purchasing an additional 173 shares during the last quarter. Glenmede Investment Management LP lifted its position in shares of H. B. Fuller by 3.9% during the third quarter. Glenmede Investment Management LP now owns 4,809 shares of the specialty chemicals company’s stock valued at $285,000 after purchasing an additional 179 shares in the last quarter. Nisa Investment Advisors LLC boosted its holdings in H. B. Fuller by 1.0% during the third quarter. Nisa Investment Advisors LLC now owns 24,867 shares of the specialty chemicals company’s stock worth $1,474,000 after purchasing an additional 251 shares during the last quarter. Cerity Partners LLC boosted its holdings in H. B. Fuller by 2.3% during the second quarter. Cerity Partners LLC now owns 11,499 shares of the specialty chemicals company’s stock worth $692,000 after purchasing an additional 261 shares during the last quarter. Finally, Vanguard Personalized Indexing Management LLC grew its position in H. B. Fuller by 2.8% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 10,177 shares of the specialty chemicals company’s stock worth $603,000 after purchasing an additional 273 shares in the last quarter. 95.93% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have commented on FUL shares. Weiss Ratings reiterated a “hold (c)” rating on shares of H. B. Fuller in a research note on Monday, December 29th. Citigroup cut their target price on H. B. Fuller from $76.00 to $67.00 and set a “buy” rating on the stock in a research note on Thursday, March 19th. Wall Street Zen lowered H. B. Fuller from a “buy” rating to a “hold” rating in a report on Saturday, March 21st. UBS Group set a $66.00 price target on H. B. Fuller in a report on Friday, January 16th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of H. B. Fuller in a research report on Friday, January 16th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $65.50.

Trending Headlines about H. B. Fuller

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

• Positive Sentiment: Management raised full‑year guidance despite the quarter, signaling confidence that pricing and cost actions will drive profits — a key reason the stock moved up. H.B. Fuller raises guidance despite Q1 miss, shares rise 3%
• Positive Sentiment: Company announced a global price increase of at least 10% starting April 2026 — this should help recover margins and support the upgraded outlook. HB Fuller announces global price hike of at least 10% starting April 2026
• Positive Sentiment: Q1 non‑GAAP EPS beat estimates ($0.57 vs. ~$0.56) and adjusted gross margin expanded ~170 bps year‑over‑year, driven by restructuring (Quantum Leap) and targeted pricing/cost actions — supports near‑term profitability. H.B. Fuller Reports First Quarter 2026 Results
• Neutral Sentiment: Revenue missed consensus (about $771M vs. ~$788M) and organic revenue was down; the quarter shows mix of operational improvement and top‑line pressure. H.B. Fuller 1Q Profit Rises Despite Lower Revenue
• Negative Sentiment: Organic revenue declined ~6.6% YoY and overall net revenue fell year‑over‑year, a reminder that demand/headwinds remain and could limit near‑term top‑line growth if pricing cannot fully offset volumes. H.B. Fuller Non-GAAP EPS of $0.57 beats by $0.02, revenue of $771M misses by $14.01M

H. B. Fuller Stock Performance

NYSE FUL opened at $56.73 on Thursday. The company has a market capitalization of $3.09 billion, a PE ratio of 18.91, a price-to-earnings-growth ratio of 0.80 and a beta of 1.07. The company has a debt-to-equity ratio of 1.01, a quick ratio of 1.06 and a current ratio of 1.70. H. B. Fuller Company has a 52-week low of $47.56 and a 52-week high of $68.63. The company has a 50-day simple moving average of $61.19 and a 200 day simple moving average of $60.12.

H. B. Fuller (NYSE:FUL) last released its earnings results on Wednesday, March 25th. The specialty chemicals company reported $0.57 earnings per share for the quarter, beating analysts’ consensus estimates of $0.56 by $0.01. H. B. Fuller had a net margin of 4.38% and a return on equity of 12.21%. The firm had revenue of $770.84 million for the quarter, compared to analysts’ expectations of $787.77 million. During the same period in the previous year, the company earned $0.54 earnings per share. The company’s quarterly revenue was down 2.3% on a year-over-year basis. On average, research analysts predict that H. B. Fuller Company will post 4.07 EPS for the current year.

H. B. Fuller Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Thursday, February 5th were paid a $0.235 dividend. The ex-dividend date was Thursday, February 5th. This represents a $0.94 annualized dividend and a yield of 1.7%. H. B. Fuller’s dividend payout ratio is presently 31.33%.

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.