H. B. Fuller (NYSE:FUL) Releases Quarterly Earnings Results, Beats Estimates By $0.05 EPS

H. B. Fuller (NYSE:FUL) announced its earnings results on Wednesday. The specialty chemicals company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.05, Zacks reports. The firm had revenue of $938.17 million during the quarter, compared to the consensus estimate of $945.59 million. H. B. Fuller had a return on equity of 12.18% and a net margin of 5.29%.The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.26 EPS. H. B. Fuller updated its FY 2026 guidance to 4.700-4.850 EPS.

H. B. Fuller Trading Down 0.6%

Shares of NYSE FUL opened at $49.93 on Friday. The stock’s 50 day simple moving average is $55.85 and its 200 day simple moving average is $58.43. The company has a current ratio of 1.80, a quick ratio of 1.12 and a debt-to-equity ratio of 1.00. The company has a market cap of $2.69 billion, a price-to-earnings ratio of 13.91, a price-to-earnings-growth ratio of 0.56 and a beta of 0.97. H. B. Fuller has a 12-month low of $46.70 and a 12-month high of $68.63.

H. B. Fuller Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Investors of record on Thursday, July 30th were issued a $0.2450 dividend. The ex-dividend date of this dividend was Thursday, July 30th. This represents a $0.98 annualized dividend and a yield of 2.0%. H. B. Fuller’s dividend payout ratio is currently 30.06%.

Insider Buying and Selling at H. B. Fuller

In other news, VP Nathan Weaver sold 9,561 shares of the business’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $62.06, for a total value of $593,355.66. Following the completion of the sale, the vice president directly owned 11,739 shares in the company, valued at approximately $728,522.34. The trade was a 44.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 1.83% of the company’s stock.

Analyst Upgrades and Downgrades

FUL has been the subject of several research reports. Deutsche Bank Aktiengesellschaft lifted their price target on H. B. Fuller from $70.00 to $72.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. Zacks Research cut shares of H. B. Fuller from a “strong-buy” rating to a “hold” rating in a research report on Friday, September 18th. Wall Street Zen downgraded H. B. Fuller from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 25th. UBS Group set a $69.00 price target on shares of H. B. Fuller in a research report on Friday, June 26th. Finally, The Goldman Sachs Group set a $67.00 price objective on shares of H. B. Fuller in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, H. B. Fuller has a consensus rating of “Moderate Buy” and an average price target of $67.86.

H. B. Fuller News Summary

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

• Positive Sentiment: Activist catalyst: Ancora is pressuring H.B. Fuller’s board to explore strategic alternatives, potentially including a sale or other actions that could unlock shareholder value. Ancora pressures H.B. Fuller board to explore strategic alternatives
• Positive Sentiment: Profitability improved: Third-quarter revenue rose 5.2% year over year to approximately $938 million, while adjusted EPS of $1.52 exceeded the roughly $1.47 analyst consensus. Pricing increases and restructuring savings lifted adjusted gross margin to 33.5%, up 120 basis points, and adjusted EBITDA to $186.7 million. H.B. Fuller Reports Third Quarter 2026 Results
• Neutral Sentiment: Cost-savings plan remains important: Management is targeting fiscal 2026 EBITDA of $655 million to $670 million and EPS of $4.70 to $4.85 while advancing its “Quantum Leap” savings program. Execution on these initiatives could support earnings, although investors are likely looking for evidence that savings can offset weaker volumes. H.B. Fuller targets fiscal 2026 EBITDA and EPS
• Negative Sentiment: Mixed outlook and demand concerns: Quarterly revenue fell short of the approximately $946 million consensus, and organic growth was driven primarily by a 7.4% pricing increase that offset lower volume. The fiscal 2026 EPS guidance midpoint is below consensus, while elevated leverage following the AMS acquisition remains a concern. These issues help explain the negative investor reaction despite the earnings beat. Why H.B. Fuller Stock Dipped

About H. B. Fuller

H.B. Fuller Company (NYSE: FUL) develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.