FergusonFERG
About: Ferguson distributes plumbing and HVAC products to North American repair, maintenance and improvement, new construction, and civil infrastructure markets. It serves over 1 million customers and sources products from 36,000 suppliers. Ferguson engages customers through approximately 1,800 North American branches, over the phone, online, and in residential showrooms. According to Modern Distribution Management, Ferguson is the largest plumbing distributor and second-largest HVAC distributor (next to Watsco) in North America. The firm sold its UK business in 2021 and is now solely focused on the North American market.
Employees: 36,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
22% more funds holding in top 10
Funds holding in top 10: 18 [Q4 2024] → 22 (+4) [Q1 2025]
17% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 92
1.17% more ownership
Funds ownership: 88.05% [Q4 2024] → 89.22% (+1.17%) [Q1 2025]
0% less funds holding
Funds holding: 694 [Q4 2024] → 691 (-3) [Q1 2025]
4% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 264
7% less call options, than puts
Call options by funds: $75.9M | Put options by funds: $81.8M
6% less capital invested
Capital invested by funds: $30.5B [Q4 2024] → $28.6B (-$1.94B) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Morgan Stanley Annelies Vermeulen | 3%upside $220 | Overweight Maintained | 9 Jun 2025 |
JP Morgan Patrick Baumann | 3%upside $220 | Overweight Maintained | 6 Jun 2025 |
Oppenheimer Scott Schneeberger | 10%upside $235 | Outperform Maintained | 4 Jun 2025 |
RBC Capital Mike Dahl | 9%upside $231 | Outperform Maintained | 4 Jun 2025 |
UBS John Lovallo | 4%downside $204 | Neutral Maintained | 4 Jun 2025 |
Financial journalist opinion
Based on 13 articles about FERG published over the past 30 days
