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

H. B. Fuller (NYSE:FUL) announced its quarterly earnings results on Wednesday. The specialty chemicals company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.04, Zacks reports. H. B. Fuller had a net margin of 4.62% and a return on equity of 11.84%. The firm had revenue of $950.27 million for the quarter, compared to the consensus estimate of $924.83 million. During the same period in the prior year, the firm posted $1.18 earnings per share. The company’s revenue for the quarter was up 5.8% on a year-over-year basis. H. B. Fuller updated its FY 2026 guidance to 4.600-4.900 EPS.

H. B. Fuller Stock Up 2.2%

FUL stock opened at $64.48 on Thursday. The company’s 50 day moving average is $61.62 and its 200 day moving average is $61.26. The stock has a market cap of $3.51 billion, a price-to-earnings ratio of 21.28, a price-to-earnings-growth ratio of 0.83 and a beta of 0.96. The company has a current ratio of 1.92, a quick ratio of 1.15 and a debt-to-equity ratio of 1.01. H. B. Fuller has a 1-year low of $48.71 and a 1-year high of $68.63.

H. B. Fuller Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Thursday, April 30th were given a $0.245 dividend. This represents a $0.98 annualized dividend and a dividend yield of 1.5%. This is a positive change from H. B. Fuller’s previous quarterly dividend of $0.23. The ex-dividend date was Thursday, April 30th. H. B. Fuller’s dividend payout ratio (DPR) is currently 32.34%.

H. B. Fuller News Roundup

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

• Positive Sentiment: H. B. Fuller reported second-quarter earnings of $1.41 per share, beating analyst estimates, while revenue of $950.3 million also topped forecasts and rose 5.8% year over year. H.B. Fuller Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised its FY 2026 EPS guidance to 4.60-4.90, signaling confidence in continued earnings growth, though the midpoint is only slightly above consensus expectations. H.B. Fuller Reports Second Quarter 2026 Results
• Positive Sentiment: H. B. Fuller announced a recommended cash offer to acquire Advanced Medical Solutions Group for about £659 million, a move that strengthens its strategy in medical adhesives and broadens its growth profile. H.B. Fuller Announces Offer to Acquire Advanced Medical Solutions
• Neutral Sentiment: Additional coverage noted that the acquisition values Advanced Medical Solutions at about $942 million including debt, underscoring the size of the transaction but not adding new operating details for H. B. Fuller. H.B. Fuller to buy UK’s Advanced Medical Solutions for $942 million
• Neutral Sentiment: Another item highlighted executive share awards at Advanced Medical Solutions ahead of the takeover; this is more of a corporate housekeeping item than a direct driver of H. B. Fuller’s stock. AMS Grants Executive LTIP Awards Ahead of H.B. Fuller Takeover
• Negative Sentiment: H. B. Fuller’s updated FY 2026 EPS guidance range was slightly below the consensus estimate at the midpoint, which may temper some of the enthusiasm from the earnings beat. H.B. Fuller Reports Second Quarter 2026 Results

Analyst Upgrades and Downgrades

Several equities analysts recently commented on FUL shares. Citigroup boosted their price objective on shares of H. B. Fuller from $67.00 to $70.00 and gave the company a “buy” rating in a research note on Monday, March 30th. JPMorgan Chase & Co. upgraded shares of H. B. Fuller from an “underweight” rating to a “neutral” rating and set a $58.00 target price on the stock in a research note on Wednesday, May 27th. Wall Street Zen raised shares of H. B. Fuller from a “hold” rating to a “buy” rating in a report on Sunday, March 29th. UBS Group boosted their price target on shares of H. B. Fuller from $63.00 to $71.00 and gave the company a “neutral” rating in a research report on Wednesday, June 17th. Finally, Royal Bank Of Canada set a $58.00 price target on shares of H. B. Fuller in a report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $66.40.

Insider Transactions at H. B. Fuller

In related news, CEO Celeste Beeks Mastin bought 5,170 shares of the company’s stock in a transaction on Tuesday, April 7th. The stock was acquired at an average cost of $57.08 per share, for a total transaction of $295,103.60. Following the completion of the transaction, the chief executive officer directly owned 8,670 shares in the company, valued at $494,883.60. This trade represents a 147.71% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.83% of the stock is currently owned by insiders.

Institutional Trading of H. B. Fuller

Several institutional investors and hedge funds have recently made changes to their positions in FUL. Invesco Ltd. grew its position in H. B. Fuller by 1.4% in the fourth quarter. Invesco Ltd. now owns 152,960 shares of the specialty chemicals company’s stock worth $9,095,000 after acquiring an additional 2,042 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its stake in H. B. Fuller by 92.7% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 7,433 shares of the specialty chemicals company’s stock worth $442,000 after purchasing an additional 3,575 shares during the last quarter. Voloridge Investment Management LLC boosted its holdings in shares of H. B. Fuller by 11.8% in the 4th quarter. Voloridge Investment Management LLC now owns 198,585 shares of the specialty chemicals company’s stock worth $11,808,000 after purchasing an additional 21,024 shares in the last quarter. Numerai GP LLC bought a new position in shares of H. B. Fuller during the 4th quarter valued at about $4,940,000. Finally, Inspire Investing LLC increased its position in shares of H. B. Fuller by 2.7% during the 4th quarter. Inspire Investing LLC now owns 7,863 shares of the specialty chemicals company’s stock valued at $468,000 after purchasing an additional 208 shares during the last quarter. Hedge funds and other institutional investors own 95.93% of the company’s stock.

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.