Ferguson (NYSE:FERG) Posts Quarterly Earnings Results, Beats Estimates By $0.15 EPS

Ferguson (NYSE:FERG) released its quarterly earnings data on Monday. The company reported $3.43 EPS for the quarter, beating analysts’ consensus estimates of $3.28 by $0.15, FiscalAI reports. Ferguson had a return on equity of 37.69% and a net margin of 6.73%. The business had revenue of $9.03 billion for the quarter.

Ferguson Stock Performance

Shares of NYSE FERG traded up $2.52 during trading hours on Wednesday, reaching $261.96. The stock had a trading volume of 92,971 shares, compared to its average volume of 1,671,483. The firm has a market cap of $50.68 billion, a price-to-earnings ratio of 30.81, a PEG ratio of 1.87 and a beta of 1.11. The company has a current ratio of 1.74, a quick ratio of 0.93 and a debt-to-equity ratio of 0.84. Ferguson has a fifty-two week low of $212.13 and a fifty-two week high of $271.64. The firm has a 50-day moving average of $226.72 and a 200-day moving average of $237.25.

Ferguson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, January 8th. Investors of record on Friday, November 20th will be given a $0.89 dividend. The ex-dividend date of this dividend is Friday, November 20th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 1.4%. Ferguson’s dividend payout ratio is 41.83%.

Insider Activity at Ferguson

In other Ferguson news, insider Kevin Murphy sold 11,259 shares of Ferguson stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $216.78, for a total transaction of $2,440,726.02. Following the transaction, the insider owned 173,863 shares of the company’s stock, valued at $37,690,021.14. The trade was a 6.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO William Thees, Jr. sold 3,510 shares of the business’s stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $220.00, for a total value of $772,200.00. Following the completion of the sale, the chief operating officer owned 32,680 shares of the company’s stock, valued at approximately $7,189,600. This represents a 9.70% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 38,808 shares of company stock valued at $8,571,587 over the last 90 days. 0.15% of the stock is owned by insiders.

Institutional Trading of Ferguson

Several institutional investors and hedge funds have recently bought and sold shares of the business. Private Advisor Group LLC grew its position in Ferguson by 61.3% during the 3rd quarter. Private Advisor Group LLC now owns 4,334 shares of the company’s stock worth $965,000 after purchasing an additional 1,647 shares during the last quarter. Boston Partners raised its holdings in shares of Ferguson by 43.4% in the third quarter. Boston Partners now owns 13,258 shares of the company’s stock valued at $2,952,000 after buying an additional 4,012 shares during the last quarter. OneAscent Financial Services LLC purchased a new stake in shares of Ferguson in the third quarter valued at about $329,000. OneAscent Family Office LLC raised its holdings in shares of Ferguson by 28.0% in the third quarter. OneAscent Family Office LLC now owns 1,092 shares of the company’s stock valued at $243,000 after buying an additional 239 shares during the last quarter. Finally, Voya Investment Management LLC boosted its stake in shares of Ferguson by 157.9% during the third quarter. Voya Investment Management LLC now owns 38,286 shares of the company’s stock worth $8,523,000 after buying an additional 23,442 shares during the period. Hedge funds and other institutional investors own 81.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on FERG. Sanford C. Bernstein restated an “outperform” rating on shares of Ferguson in a research note on Tuesday. Melius Research initiated coverage on shares of Ferguson in a research note on Tuesday, October 6th. They issued a “hold” rating and a $252.00 price target on the stock. Morgan Stanley raised their price objective on shares of Ferguson from $290.00 to $295.00 in a report on Wednesday, August 19th. Jefferies Financial Group reduced their price objective on shares of Ferguson from $295.00 to $292.00 in a research report on Thursday, October 15th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Ferguson from $295.00 to $307.00 and gave the stock a “buy” rating in a research report on Tuesday, August 11th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $289.50.

Key Stories Impacting Ferguson

Here are a few of the latest stories about FERG:

• Positive Sentiment: Ferguson reported quarterly EPS of $3.43, above the $3.28 consensus estimate, and revenue of $9.03 billion. Sales grew about 9.5%, with 7% organic growth, despite a subdued construction market. Management also raised its 2026 guidance, helping explain the stock’s upward move. Ferguson: $9 Billion In Third-Quarter Sales, 9.5% Growth, And Raised 2026 Guidance Ferguson Shares Gap Up on Earnings Beat
• Positive Sentiment: Several firms raised their targets: Oppenheimer to $296, Barclays to $314, and Robert W. Baird to $300; all maintained positive ratings. These revisions signal improved analyst price expectations following the results. Read More., Read More., Read More.
• Neutral Sentiment: UBS raised its target from $256 to $270 but kept a neutral rating, suggesting a more measured view of the shares’ upside. Read More.

Ferguson Company Profile

Ferguson plc is a distributor of plumbing, heating, ventilation and air conditioning (HVAC), waterworks, and fire protection products. It supplies contractors and other professional customers with products, services, and expertise for residential, commercial, industrial, and infrastructure projects. The company serves customers primarily in the United States and Canada through branches, distribution centers, and digital channels. Its offerings include pipes, valves and fittings, plumbing fixtures, HVAC equipment, water and wastewater products, and fire protection systems.