Ferguson (NYSE:FERG) Releases Quarterly Earnings Results, Beats Expectations By $0.15 EPS

Ferguson (NYSE:FERG) issued its quarterly earnings data on Monday. The company reported $3.43 earnings per share for the quarter, topping the consensus estimate of $3.28 by $0.15, FiscalAI reports. The business had revenue of $9.03 billion during the quarter. Ferguson had a net margin of 6.82% and a return on equity of 37.24%.

Ferguson Stock Performance

Shares of FERG stock opened at $257.64 on Tuesday. The stock’s 50-day moving average price is $226.03 and its 200 day moving average price is $237.21. The company has a quick ratio of 0.93, a current ratio of 1.73 and a debt-to-equity ratio of 0.72. The stock has a market capitalization of $49.84 billion, a PE ratio of 30.22, a price-to-earnings-growth ratio of 1.79 and a beta of 1.11. Ferguson has a 52-week low of $212.13 and a 52-week high of $271.64.

Ferguson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, January 8th. Investors of record on Friday, November 20th will be given a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, November 20th. Ferguson’s payout ratio is 41.83%.

More Ferguson News

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson reported quarterly EPS of $3.43, above the $3.28 consensus, on revenue of $9.03 billion. Management highlighted 15% growth in non-residential sales and 6% growth in residential sales, and said it completed 11 acquisitions this year with about $1.5 billion in annualized revenue. The earnings beat and business growth are supportive for the stock. Ferguson Reports Third Quarter Ended September 30, 2026
• Positive Sentiment: Robert W. Baird raised its price target to $300 from $288 and reiterated an “outperform” rating, signaling increased analyst confidence. Robert W. Baird stock recommendations
• Positive Sentiment: Recent analysis points to 9% revenue growth, 7% organic growth, and a steady 10.7% operating margin despite a flat construction environment and supplier-cost pressures—evidence of cost discipline and pricing power. Ferguson: Managing A Mixed Macro Admirably
• Neutral Sentiment: Shares were reported to have crossed above their 200-day moving average, a potentially favorable technical signal, though the article raises the question of whether to sell. Ferguson Shares Cross Above 200-Day Moving Average
• Negative Sentiment: The same analysis cautions that Ferguson’s valuation is elevated—around 21 times forward earnings—which could limit further gains or increase sensitivity to weaker results. Ferguson: Managing A Mixed Macro Admirably

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on FERG shares. Rothschild & Co Redburn boosted their price target on shares of Ferguson from $295.00 to $307.00 and gave the company a “buy” rating in a research report on Tuesday, August 11th. Jefferies Financial Group dropped their price objective on Ferguson from $295.00 to $292.00 in a report on Thursday, October 15th. Citigroup upgraded Ferguson from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $285.00 to $288.00 in a research report on Tuesday, October 27th. Deutsche Bank Aktiengesellschaft cut their target price on Ferguson from $261.00 to $235.00 in a research report on Thursday, October 8th. Finally, Melius Research began coverage on Ferguson in a report on Tuesday, October 6th. They issued a “hold” rating and a $252.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $288.11.

Insider Activity at Ferguson

In other Ferguson news, insider Ian Graham sold 1,097 shares of Ferguson stock in a transaction that occurred on Friday, October 16th. The stock was sold at an average price of $230.00, for a total value of $252,310.00. Following the transaction, the insider directly owned 9,874 shares in the company, valued at approximately $2,271,020. This trade represents a 10.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO William Thees, Jr. sold 353 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $224.50, for a total value of $79,248.50. Following the completion of the transaction, the chief operating officer directly owned 31,745 shares in the company, valued at approximately $7,126,752.50. The trade was a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 38,808 shares of company stock worth $8,571,587 in the last ninety days. Company insiders own 0.15% of the company’s stock.

Hedge Funds Weigh In On Ferguson

Large investors have recently bought and sold shares of the company. Jupiter Topco LLC acquired a new position in shares of Ferguson during the second quarter worth about $1,789,368,000. Man Group plc boosted its position in Ferguson by 613.8% during the second quarter. Man Group plc now owns 401,395 shares of the company’s stock worth $95,263,000 after purchasing an additional 345,165 shares in the last quarter. Bank of America Corp DE grew its stake in Ferguson by 43.6% in the 1st quarter. Bank of America Corp DE now owns 1,029,896 shares of the company’s stock valued at $240,234,000 after acquiring an additional 312,756 shares during the last quarter. Royal London Asset Management Ltd. grew its position in shares of Ferguson by 31.5% in the second quarter. Royal London Asset Management Ltd. now owns 919,100 shares of the company’s stock valued at $218,130,000 after purchasing an additional 220,168 shares during the last quarter. Finally, Amundi increased its position in Ferguson by 17.3% during the first quarter. Amundi now owns 1,321,070 shares of the company’s stock worth $308,198,000 after buying an additional 195,047 shares in the last quarter. Hedge funds and other institutional investors own 81.98% of the company’s stock.

Ferguson Company Profile

Ferguson plc is a distributor of plumbing, heating, ventilation and air conditioning (HVAC), waterworks, and fire protection products. It supplies contractors and other professional customers with products, services, and expertise for residential, commercial, industrial, and infrastructure projects.

The company serves customers primarily in the United States and Canada through branches, distribution centers, and digital channels. Its offerings include pipes, valves and fittings, plumbing fixtures, HVAC equipment, water and wastewater products, and fire protection systems.

Ferguson traces its history to Wolseley, a British company that entered the plumbing and heating distribution business in the 1950s.