H. B. Fuller (NYSE:FUL) Hits New 12-Month High Following Better-Than-Expected Earnings

H. B. Fuller Company (NYSE:FUL) hit a new 52-week high on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $67.05 and last traded at $64.8280, with a volume of 1079673 shares traded. The stock had previously closed at $66.30.

The specialty chemicals company reported $1.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.04. The business had revenue of $894.79 million for the quarter, compared to analyst estimates of $901.34 million. H. B. Fuller had a return on equity of 12.43% and a net margin of 4.38%.The firm’s revenue was down 3.1% on a year-over-year basis. During the same period last year, the company earned $0.92 EPS. H. B. Fuller has set its FY 2026 guidance at 4.350-4.700 EPS.

Key Stories Impacting H. B. Fuller

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

• Positive Sentiment: Management reiterated an explicit margin-expansion plan and set an annual adjusted EBITDA target of $630M–$660M for 2026, signaling confidence in operating leverage and cost actions. HB Fuller targets $630M–$660M adjusted EBITDA for 2026 while advancing margin expansion strategy
• Positive Sentiment: Adjusted earnings outperformed consensus (adjusted EPS $1.28 vs. $1.24), and management provided FY2026 EPS guidance of $4.35–$4.70 — a constructive outlook that underpins longer‑term earnings growth expectations. H. B. Fuller: quarterly earnings data and guidance
• Positive Sentiment: Operational results showed margin improvement: adjusted gross margin expanded (~+290 bps y/y) and operating profit rose materially, indicating pricing/cost actions are working. This is supportive of better future cash flow if volume stabilizes. H.B. Fuller Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Revenue was down ~3.1% YoY to ~$895M, though management says on an adjusted basis (excluding the flooring divestiture) net revenue rose ~0.9% — mixed top-line signal for cyclical end markets. H.B. Fuller 4Q Organic Revenue Falls on Volume Decline — Update
• Neutral Sentiment: Management provided color on the quarter and strategy in the Q4 earnings call; read the transcript for detail on segment trends, pricing, and capital deployment. H.B. Fuller Company (FUL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some market reports flagged sizable GAAP net‑income weakness and a large swing in reported EPS (driven by non‑operating/tax items), which can confuse headline comparatives and trigger short‑term selling. H. B. Fuller Company (FUL) Releases Q4 2025 Earnings
• Negative Sentiment: Shares were flagged among pre-market decliners and traded at elevated volume versus the average — higher volume on a down day often signals distribution. H.B. Fuller … moving lower in pre-market
• Negative Sentiment: Insider selling activity and a higher absolute level of liabilities / lower cash at quarter‑end were noted by data providers — factors some investors view as governance or near‑term balance sheet risk. Quiver Quant: H. B. Fuller Q4 details including insider trades

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. UBS Group reissued a “neutral” rating on shares of H. B. Fuller in a research note on Thursday. Citigroup upgraded shares of H. B. Fuller from a “neutral” rating to a “buy” rating and increased their target price for the stock from $62.00 to $70.00 in a report on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of H. B. Fuller in a report on Monday, December 29th. Wall Street Zen cut shares of H. B. Fuller from a “buy” rating to a “hold” rating in a research report on Monday, November 24th. Finally, Seaport Res Ptn raised H. B. Fuller from a “hold” rating to a “strong-buy” rating in a research note on Friday, September 26th. Two equities research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $66.20.

Insiders Place Their Bets

In other H. B. Fuller news, CFO John J. Corkrean sold 14,222 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $60.31, for a total transaction of $857,728.82. Following the completion of the transaction, the chief financial officer owned 54,646 shares in the company, valued at approximately $3,295,700.26. This represents a 20.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Nathan D. Weaver sold 7,075 shares of H. B. Fuller stock in a transaction dated Thursday, November 13th. The shares were sold at an average price of $58.38, for a total value of $413,038.50. Following the completion of the sale, the vice president directly owned 9,441 shares in the company, valued at $551,165.58. This represents a 42.84% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.99% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC raised its position in H. B. Fuller by 15.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 14,275 shares of the specialty chemicals company’s stock valued at $880,000 after buying an additional 1,948 shares during the last quarter. JPMorgan Chase & Co. boosted its position in H. B. Fuller by 15.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 708,422 shares of the specialty chemicals company’s stock worth $41,995,000 after acquiring an additional 96,374 shares during the last quarter. Penn Capital Management Company LLC grew its stake in shares of H. B. Fuller by 15.0% during the 3rd quarter. Penn Capital Management Company LLC now owns 148,977 shares of the specialty chemicals company’s stock worth $8,856,000 after acquiring an additional 19,399 shares in the last quarter. CIBC Bancorp USA Inc. acquired a new stake in shares of H. B. Fuller in the third quarter valued at approximately $346,000. Finally, Coldstream Capital Management Inc. raised its holdings in shares of H. B. Fuller by 101.8% in the third quarter. Coldstream Capital Management Inc. now owns 12,623 shares of the specialty chemicals company’s stock valued at $748,000 after purchasing an additional 6,369 shares during the last quarter. 95.93% of the stock is currently owned by institutional investors.

H. B. Fuller Stock Performance

The stock’s 50-day moving average price is $59.66 and its 200 day moving average price is $59.72. The firm has a market cap of $3.43 billion, a P/E ratio of 34.32, a price-to-earnings-growth ratio of 1.05 and a beta of 1.10. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.93 and a quick ratio of 1.18.

About H. B. Fuller

H. B. Fuller Company, founded in 1887 and headquartered in St. Paul, Minnesota, is a global adhesives and specialty chemical solutions provider serving a wide array of industries. The company develops, manufactures and markets adhesive technologies, sealants, polymers and related chemical products designed to enhance product performance, sustainability and manufacturing efficiency.

Fuller’s product portfolio spans multiple market segments, including packaging and converting, general industrial assembly, electronics, transportation, hygiene and construction.