Ferguson (NYSE:FERG) Price Target Raised to $295.00

Ferguson (NYSE:FERG) had its price target upped by equities research analysts at Barclays from $278.00 to $295.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price objective indicates a potential upside of 15.18% from the company’s current price.

Other equities research analysts have also recently issued research reports about the company. UBS Group decreased their target price on Ferguson from $225.00 to $220.00 and set a “neutral” rating for the company in a research note on Wednesday, December 10th. Jefferies Financial Group reissued a “buy” rating and set a $300.00 price target on shares of Ferguson in a research report on Tuesday. Robert W. Baird boosted their target price on shares of Ferguson from $262.00 to $265.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Ferguson in a report on Thursday, January 8th. Finally, Wall Street Zen lowered shares of Ferguson from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $256.56.

Ferguson Price Performance

Shares of NYSE:FERG traded down $5.72 on Wednesday, reaching $256.13. 328,102 shares of the company traded hands, compared to its average volume of 1,309,931. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.88 and a quick ratio of 1.01. The stock has a market capitalization of $50.09 billion, a PE ratio of 25.81, a P/E/G ratio of 2.05 and a beta of 1.18. The company’s 50 day moving average is $245.02 and its 200-day moving average is $239.45. Ferguson has a fifty-two week low of $146.00 and a fifty-two week high of $271.64.

Ferguson (NYSE:FERG) last announced its earnings results on Tuesday, February 24th. The company reported $1.99 EPS for the quarter, missing the consensus estimate of $2.24 by ($0.25). Ferguson had a net margin of 6.28% and a return on equity of 35.73%. During the same period in the previous year, the company earned $1.52 EPS. Ferguson’s quarterly revenue was up 3.6% compared to the same quarter last year.

Hedge Funds Weigh In On Ferguson

A number of large investors have recently made changes to their positions in FERG. Vanguard Group Inc. boosted its stake in Ferguson by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 19,418,334 shares of the company’s stock valued at $4,323,104,000 after purchasing an additional 102,850 shares during the period. Wellington Management Group LLP grew its holdings in shares of Ferguson by 150.8% during the fourth quarter. Wellington Management Group LLP now owns 9,366,465 shares of the company’s stock valued at $2,085,256,000 after buying an additional 5,631,554 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in Ferguson by 0.4% in the 2nd quarter. Bank of New York Mellon Corp now owns 7,687,611 shares of the company’s stock valued at $1,673,977,000 after purchasing an additional 27,312 shares during the period. Janus Henderson Group PLC grew its position in Ferguson by 7.8% during the 4th quarter. Janus Henderson Group PLC now owns 5,981,791 shares of the company’s stock worth $1,331,621,000 after acquiring an additional 434,650 shares during the last quarter. Finally, State Street Corp lifted its holdings in Ferguson by 1.8% in the fourth quarter. State Street Corp now owns 4,516,764 shares of the company’s stock worth $1,005,567,000 after buying an additional 79,296 shares during the period. Institutional investors and hedge funds own 81.98% of the company’s stock.

More Ferguson News

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Wells Fargo raised its price target to $285 and moved to an “overweight” rating, implying material upside from current levels. This analyst support can limit downside and attract buyers. Wells Fargo price target raise
• Positive Sentiment: Management published strong calendar‑2025 results and issued 2026 guidance (transition to calendar fiscal year noted). Continued guidance and strategic targets (including a long-term target discussed elsewhere of ~$40B revenue and 10%+ margins) support the company’s medium‑term growth thesis. BusinessWire: 2025 results & 2026 guidance
• Neutral Sentiment: Investor materials (Q4 presentation and the earnings-call transcript) are now available — useful for digging into margin drivers, end‑market trends, and guidance detail; these items themselves are informational. Q4 presentation Earnings call transcript
• Neutral Sentiment: Several media items reference the name “Ferguson” (celebrity or local news) that are unrelated to the company’s operations but may create headline noise. Investors should focus on company filings and guidance. Example: consumer/celebrity coverage. Celebrity article (unrelated)
• Negative Sentiment: Ferguson reported Q4 EPS of $1.99, missing consensus of $2.24 by $0.25 — the miss is the primary near‑term catalyst for the share decline. While revenue rose ~3.6% year‑over‑year and ROE remains strong, the EPS shortfall has driven investor selling. Earnings summary and EPS miss

About Ferguson

Ferguson (NYSE: FERG) is a multinational distributor specializing in plumbing and heating products and related building supplies, serving professional contractors, builders and industrial customers. The company supplies a broad range of products used in residential, commercial and infrastructure projects, including pipes and fittings, valves and controls, HVAC equipment, waterworks materials, plumbing fixtures, pumps and accessories, as well as complementary electrical and specialty product lines.

Ferguson operates a network of branches and distribution centers that provide inventory, logistics and value-added services to trade customers.