FergusonFERG
FERG
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
5.11% more ownership
Funds ownership: 82.91% [Q3] → 88.02% (+5.11%) [Q4]
9% more call options, than puts
Call options by funds: $99.6M | Put options by funds: $91.5M
9% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 104
1% less funds holding
Funds holding: 695 [Q3] → 690 (-5) [Q4]
20% less capital invested
Capital invested by funds: $38B [Q3] → $30.5B (-$7.49B) [Q4]
20% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 285
33% less funds holding in top 10
Funds holding in top 10: 27 [Q3] → 18 (-9) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$168
2%
downside
Avg. target
$185
8%
upside
High target
$190
11%
upside
8 analyst ratings
6 positive
75%
2 neutral
25%
0 negative
0%
Wells Fargo Sam Reid 38% 1-year accuracy 15 / 39 met price target | 11%upside $190 | Overweight Maintained | 14 Apr 2025 |
Deutsche Bank Collin Verron 22% 1-year accuracy 2 / 9 met price target | 2%upside $174 | Hold Initiated | 1 Apr 2025 |
JP Morgan Patrick Baumann 100% 1-year accuracy 1 / 1 met price target | 11%upside $190 | Overweight Maintained | 19 Mar 2025 |
RBC Capital Mike Dahl 46% 1-year accuracy 23 / 50 met price target | 10%upside $189 | Outperform Reiterated | 18 Mar 2025 |
Citigroup Anthony Pettinari 39% 1-year accuracy 38 / 97 met price target | 2%downside $168 | Neutral Maintained | 12 Mar 2025 |
Financial journalist opinion
Based on 3 articles about FERG published over the past 30 days
Neutral
Business Wire
2 days ago
Ferguson Enterprises Inc. (“Company”): Director/PDMR Shareholding
NEWPORT NEWS, Va.--(BUSINESS WIRE)--NOTIFICATION OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES (“PDMRs”) IN COMMON STOCK OF PAR VALUE $0.0001 EACH IN THE COMPANY (“Shares”) 1 Details of the person discharging managerial responsibilities / person closely associated a) Name Kelly Baker 2 Reason for the notification a) Position/status Non-Employee Director b) Initial/Amendment notification Initial notification 3 Details of the issuer, emission allowance market participant, auc.
Neutral
Business Wire
3 weeks ago
Ferguson Announces Two Acquisitions
NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises, Inc. (NYSE: FERG; LSE: FERG) announces the closing of two acquisitions: Independent Pipe & Supply Corp. and National Fire Equipment Ltd. and National Fire Fabrication Ltd. Independent Pipe & Supply Corp. Headquartered in Canton, MA, Independent Pipe & Supply is a distributor of pipe, valves and other products serving the commercial / mechanical professional. The company has eight locations across the Northeast, operating in V.
Neutral
Business Wire
3 weeks ago
Ferguson Enterprises Inc.: Notice of Dividend Currency Exchange Rate
NEWPORT NEWS, Va.--(BUSINESS WIRE)--On March 11, 2025, Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG) announced its intention to pay a dividend of $0.83 per share. The dividend will be paid on May 6, 2025, to stockholders of record as of the close of business on March 21, 2025. Holders of Depositary Interests, being participants within CREST, will receive pounds sterling (“GBP”) as the default currency unless an election is made for payment in an alternative currency. Further details can be.
Neutral
Business Wire
1 month ago
Ferguson Files Form 8-K
NEWPORT NEWS, Va.--(BUSINESS WIRE)--On April 3, 2025, Ferguson Enterprises Inc. (the "Company") filed a Form 8-K with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at sec.gov and on the SEC Filings page of the Company's website at corporate.ferguson.com/investor/financial-information/sec-filings. April 3, 2025 – Form 8-K About Ferguson Ferguson (NYSE: FERG; LSE: FERG) is the largest value-added distributor serving the specialized professional in our $.
Negative
Seeking Alpha
1 month ago
Ferguson: Residential Segment Weakness Outweighs Strength In HVAC And Waterworks
I maintain a hold rating on Ferguson due to uncertain near-term outlook, despite strong execution in HVAC and Waterworks segments. 2Q25 results showed revenue growth but declining profitability, with adj EPS missing expectations and management lowering FY25 EBIT margin guidance. HVAC and Waterworks segments show promise due to secular tailwinds, but residential demand weakness and margin pressures remain significant concerns.
Neutral
GlobeNewsWire
1 month ago
Wolseley Canada Announces Laureen Cushing as VP, Human Resources
BURLINGTON, Ontario, March 17, 2025 (GLOBE NEWSWIRE) -- Wolseley Canada is pleased to announce the appointment of Laureen Cushing as Vice President, Human Resources.
Negative
Seeking Alpha
1 month ago
Ferguson: Construction Headwinds Limit Recovery Potential
Ferguson Enterprises' stock has fallen 21% due to disappointing earnings and economic uncertainty, despite solid free cash flow and capital returns. The company faces margin pressure and subdued construction demand, impacting earnings and leading to lower guidance for operating margins and cap-ex. Ferguson remains cash generative with a strong balance sheet, continuing share buybacks, dividends, and potential for bolt-on acquisitions.
Neutral
Business Wire
2 months ago
Ferguson Files Form 10-Q
NEWPORT NEWS, Va.--(BUSINESS WIRE)--On March 11, 2025, Ferguson Enterprises Inc. (the "Company") filed a Form 10-Q with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at sec.gov and on the SEC Filings page of the Company's website at corporate.ferguson.com/investor/financial-information/sec-filings. March 11, 2025 – Form 10-Q About Ferguson Ferguson (NYSE: FERG; LSE: FERG) is the largest value-added distributor serving the specialized professional in o.
Neutral
Seeking Alpha
2 months ago
Ferguson Enterprises Inc. (FERG) Q2 2025 Earnings Call Transcript
Ferguson Enterprises Inc. (NYSE:FERG ) Q2 2025 Results Conference Call March 11, 2025 8:30 AM ET Company Participants Brian Lantz - Vice President, Investor Relations Kevin Murphy - President, Chief Executive Officer Bill Brundage - Chief Financial Officer Conference Call Participants Matthew Bouley - Barclays Phil Ng - Jefferies Quinn Fredrickson - Baird John Lovallo - UBS Sam Reid - Wells Fargo Mike Dahl - RBC Keith Hughes - Truist Will Jones - Redburn Operator Good morning, ladies and gentlemen. My name is Lydia, and I'll be your conference operator today.
Neutral
Business Wire
2 months ago
Ferguson Reports Second Quarter Results
NEWPORT NEWS, Va.--(BUSINESS WIRE)--Ferguson Enterprises Inc. (NYSE: FERG; LSE: FERG). Kevin Murphy, Ferguson CEO, commented, “Our associates continued to execute well for our customers in the second quarter, generating continued market outperformance with a sequential step up in volume growth rates. We are navigating a unique time with continued subdued markets and persistent commodity price deflation that drove lower than expected adjusted operating margin in our seasonally lightest quarter.
Charts implemented using Lightweight Charts™