H. B. Fuller (NYSE:FUL) Hits New 52-Week Low – Time to Sell?

H. B. Fuller Company (NYSE:FUL)’s share price reached a new 52-week low during mid-day trading on Thursday . The stock traded as low as $47.61 and last traded at $49.0180, with a volume of 68383 shares changing hands. The stock had previously closed at $50.21.

H. B. Fuller News Summary

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

• Positive Sentiment: Third-quarter revenue increased 5.2% year over year to $938.2 million, while diluted EPS rose to $1.44 from $1.22. Adjusted EPS of $1.52 exceeded the consensus estimate of $1.47. H.B. Fuller Reports Third Quarter 2026 Results
• Positive Sentiment: Organic revenue grew 4.4% across all three global business units, and adjusted gross margin expanded 120 basis points to 33.5%, supported by pricing execution and restructuring savings. Adjusted EBITDA reached $186.7 million.
• Positive Sentiment: Management continues to expect fiscal 2026 revenue growth in the mid-single-digit range. A separate analysis argued that improving EBITDA, margins and EPS make the stock undervalued, citing a potential fair value of $81 per share and a $65 price target. H.B. Fuller: Undervaluation Getting Clearer
• Positive Sentiment: H.B. Fuller launched its Kōfinity fusion-bonded spacer portfolio for insulating glass, targeting improved window durability, energy efficiency and seal reliability. FUL Launches Kofinity Portfolio
• Neutral Sentiment: Insider activity was mixed: CEO Celeste Beeks Mastin purchased approximately $295,000 of shares, while an executive vice president sold about $593,000. Institutional positioning was also divided, with several investors adding shares and others reducing holdings.
• Negative Sentiment: Revenue of $938.2 million fell short of the roughly $945.6 million analyst estimate. Organic growth relied on a 7.4% pricing increase that more than offset declining volume, raising concerns about demand strength and the sustainability of price-driven growth.
• Negative Sentiment: Fiscal 2026 EPS guidance was set at $4.70-$4.85, below the $4.85 consensus estimate. Net debt remained elevated at approximately $1.96 billion, adding to concerns about leverage following the AMS acquisition.

Analyst Ratings Changes

Several analysts have weighed in on FUL shares. Weiss Ratings cut H. B. Fuller from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, September 14th. JPMorgan Chase & Co. raised shares of H. B. Fuller from a “neutral” rating to an “overweight” rating and raised their target price for the company from $58.00 to $67.00 in a research note on Friday, June 26th. UBS Group set a $69.00 price target on shares of H. B. Fuller in a research report on Friday, June 26th. Royal Bank Of Canada set a $58.00 price objective on shares of H. B. Fuller in a report on Wednesday, May 27th. Finally, The Goldman Sachs Group set a $67.00 price objective on shares of H. B. Fuller in a research note on Friday, June 26th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $67.86.

H. B. Fuller Stock Down 4.0%

The firm has a 50 day simple moving average of $56.02 and a two-hundred day simple moving average of $58.49. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.80 and a quick ratio of 1.12. The stock has a market cap of $2.59 billion, a price-to-earnings ratio of 14.75, a price-to-earnings-growth ratio of 0.56 and a beta of 0.97.

H. B. Fuller (NYSE:FUL) last issued its quarterly earnings data on Thursday, September 24th. The specialty chemicals company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.05. H. B. Fuller had a net margin of 5.29% and a return on equity of 12.18%. The firm had revenue of $938.17 million during the quarter, compared to analysts’ expectations of $945.59 million. During the same quarter in the previous year, the company earned $1.26 earnings per share. The business’s revenue for the quarter was up 5.2% on a year-over-year basis. As a group, sell-side analysts expect that H. B. Fuller Company will post 4.83 EPS for the current year.

H. B. Fuller Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Thursday, July 30th were paid a $0.245 dividend. The ex-dividend date of this dividend was Thursday, July 30th. This represents a $0.98 dividend on an annualized basis and a yield of 2.0%. H. B. Fuller’s payout ratio is presently 30.06%.

Insiders Place Their Bets

In related news, VP Nathan Weaver sold 9,561 shares of the company’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $62.06, for a total value of $593,355.66. Following the completion of the transaction, the vice president directly owned 11,739 shares of the company’s stock, valued at approximately $728,522.34. This represents a 44.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.83% of the company’s stock.

Institutional Investors Weigh In On H. B. Fuller

Institutional investors have recently bought and sold shares of the company. Dimensional Fund Advisors LP boosted its position in H. B. Fuller by 5.4% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,608,006 shares of the specialty chemicals company’s stock worth $160,854,000 after acquiring an additional 132,558 shares during the last quarter. Norges Bank bought a new position in H. B. Fuller in the fourth quarter valued at $44,203,000. Royal Bank of Canada lifted its position in H. B. Fuller by 2,694.7% during the 1st quarter. Royal Bank of Canada now owns 675,765 shares of the specialty chemicals company’s stock worth $41,681,000 after buying an additional 651,585 shares in the last quarter. Kennedy Capital Management LLC boosted its stake in shares of H. B. Fuller by 43.4% during the 4th quarter. Kennedy Capital Management LLC now owns 630,194 shares of the specialty chemicals company’s stock worth $37,471,000 after buying an additional 190,750 shares during the last quarter. Finally, Bank of America Corp DE grew its holdings in shares of H. B. Fuller by 36.3% in the 1st quarter. Bank of America Corp DE now owns 513,163 shares of the specialty chemicals company’s stock valued at $31,652,000 after acquiring an additional 136,666 shares in the last quarter. Institutional investors own 95.93% of the company’s stock.

About H. B. Fuller

H.B. Fuller Company (NYSE: FUL) develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.