Ferguson plc $FERG Stock Purchased by Inspire Trust Co. N.A.

Inspire Trust Co. N.A. boosted its position in Ferguson plc (NYSE:FERG) by 11.6% in the third quarter, Holdings Channel.com reports. The firm owned 38,500 shares of the company’s stock after acquiring an additional 4,000 shares during the quarter. Ferguson makes up about 1.0% of Inspire Trust Co. N.A.’s holdings, making the stock its 26th largest position. Inspire Trust Co. N.A.’s holdings in Ferguson were worth $8,571,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in FERG. Farmers & Merchants Investments Inc. acquired a new position in Ferguson during the 3rd quarter worth approximately $28,000. Compass Financial Management LLC acquired a new stake in shares of Ferguson in the 2nd quarter valued at approximately $32,000. Heritage Family Offices LLP acquired a new stake in shares of Ferguson in the 3rd quarter valued at approximately $38,000. Provenance Wealth Advisors LLC purchased a new stake in shares of Ferguson in the third quarter valued at approximately $39,000. Finally, Eastern Bank purchased a new stake in shares of Ferguson in the second quarter valued at approximately $42,000. Hedge funds and other institutional investors own 81.98% of the company’s stock.

Ferguson Price Performance

Ferguson stock opened at $259.36 on Wednesday. The firm has a market capitalization of $50.17 billion, a PE ratio of 30.48, a P/E/G ratio of 1.87 and a beta of 1.11. Ferguson plc has a 52 week low of $212.13 and a 52 week high of $271.64. The firm’s 50-day simple moving average is $226.72 and its 200 day simple moving average is $237.25. The company has a quick ratio of 0.93, a current ratio of 1.74 and a debt-to-equity ratio of 0.84.

Ferguson (NYSE:FERG) last posted its earnings results on Monday, November 9th. The company reported $3.43 earnings per share for the quarter, beating the consensus estimate of $3.28 by $0.15. Ferguson had a net margin of 6.73% and a return on equity of 37.69%. The firm had revenue of $9.03 billion during the quarter. On average, equities research analysts predict that Ferguson plc will post 11.42 EPS for the current fiscal year.

Ferguson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 8th. Stockholders of record on Friday, November 20th will be paid a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, November 20th. Ferguson’s dividend payout ratio (DPR) is 41.83%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on FERG. Jefferies Financial Group cut their price target on shares of Ferguson from $295.00 to $292.00 in a report on Thursday, October 15th. 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 report on Tuesday, August 11th. Citigroup raised Ferguson from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $285.00 to $288.00 in a research note on Tuesday, October 27th. Sanford C. Bernstein restated an “outperform” rating on shares of Ferguson in a report on Tuesday. Finally, Zelman & Associates raised Ferguson from a “hold” rating to an “outperform” rating and set a $285.00 price objective for the company in a research note on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Ferguson currently has an average rating of “Moderate Buy” and a consensus price target of $289.50.

Insider Buying and Selling at Ferguson

In other Ferguson news, CFO William Brundage sold 5,986 shares of the stock in a transaction on Monday, October 12th. The stock was sold at an average price of $218.74, for a total transaction of $1,309,377.64. Following the sale, the chief financial officer owned 54,908 shares in the company, valued at approximately $12,010,575.92. This represents a 9.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ian T. Graham sold 1,854 shares of the stock in a transaction on Monday, October 12th. The shares were sold at an average price of $218.74, for a total value of $405,543.96. Following the sale, the insider owned 11,511 shares in the company, valued at approximately $2,517,916.14. This trade represents a 13.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 38,808 shares of company stock worth $8,571,587. 0.15% of the stock is currently owned by insiders.

Ferguson News Summary

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson reported third-quarter adjusted earnings of $3.43 per share, ahead of the $3.28 consensus, on $9.03 billion in revenue. Sales grew across both non-residential and residential markets, and management raised its 2026 guidance—signals that could support investor confidence in growth. Ferguson third-quarter results
• Positive Sentiment: Analysts raised their price targets: Barclays to $314 with an overweight rating, Baird to $300 and Oppenheimer to $296, both with outperform ratings. UBS lifted its target to $270 but maintained a neutral rating. The target increases suggest improved expectations, although UBS’s stance is more cautious. Barclays recommendations
• Neutral Sentiment: An analysis noted that Ferguson maintained operating margins despite a flat construction backdrop and supplier-cost pressure, reflecting cost discipline and pricing power. It also cautioned that the stock’s valuation is elevated, which could limit further upside. Ferguson analysis

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.