Ferguson (NYSE:FERG) Stock Gets Price Target Boost from UBS Group

Ferguson (NYSE:FERG) had its price objective hoisted by research analysts at UBS Group from $256.00 to $270.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The brokerage presently has a “neutral” rating on the stock. UBS Group‘s price objective would indicate a potential upside of 4.10% from the company’s current price.

FERG has been the topic of several other reports. Wells Fargo & Company raised their target price on Ferguson from $285.00 to $295.00 and gave the company an “overweight” rating in a report on Tuesday, August 11th. Royal Bank Of Canada increased their price objective on Ferguson from $286.00 to $288.00 and gave the company an “outperform” rating in a report on Tuesday. Melius Research started coverage on Ferguson in a research note on Tuesday, October 6th. They issued a “hold” rating and a $252.00 price objective on the stock. Jefferies Financial Group cut their price objective on Ferguson from $295.00 to $292.00 in a research note on Thursday, October 15th. Finally, Deutsche Bank Aktiengesellschaft reduced their target price on Ferguson from $261.00 to $235.00 in a report on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Ferguson presently has a consensus rating of “Moderate Buy” and a consensus target price of $289.50.

Ferguson Stock Down 0.2%

FERG stock traded down $0.57 during trading hours on Tuesday, hitting $259.36. The company’s stock had a trading volume of 926,136 shares, compared to its average volume of 1,675,817. 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 company has a market capitalization of $50.17 billion, a PE ratio of 30.57, a price-to-earnings-growth ratio of 1.79 and a beta of 1.11. Ferguson has a 12 month low of $212.13 and a 12 month high of $271.64. The stock has a 50 day moving average price of $226.03 and a two-hundred day moving average price of $237.21.

Ferguson (NYSE:FERG) last announced its quarterly earnings results on Monday, November 9th. The company reported $3.43 EPS for the quarter, topping the consensus estimate of $3.28 by $0.15. The company had revenue of $9.03 billion for the quarter. Ferguson had a net margin of 6.82% and a return on equity of 37.24%. On average, equities research analysts expect that Ferguson will post 11.42 earnings per share for the current year.

Insider Buying and Selling

In other news, insider Kevin Murphy sold 1,776 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $224.50, for a total transaction of $398,712.00. Following the sale, the insider directly owned 168,440 shares in the company, valued at approximately $37,814,780. The trade was a 1.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Allison Stirrup sold 922 shares of the stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $225.00, for a total transaction of $207,450.00. Following the completion of the transaction, the insider owned 7,038 shares of the company’s stock, valued at approximately $1,583,550. This represents a 11.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 38,808 shares of company stock worth $8,571,587. 0.15% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Ferguson

Several hedge funds and other institutional investors have recently modified their holdings of FERG. Jupiter Topco LLC bought a new position in Ferguson during the 2nd quarter valued at about $1,789,368,000. Janus Henderson Group PLC increased its stake in Ferguson by 2.1% in the first quarter. Janus Henderson Group PLC now owns 6,107,108 shares of the company’s stock valued at $1,424,075,000 after acquiring an additional 125,317 shares during the last quarter. State Street Corp raised its holdings in shares of Ferguson by 1.1% during the 2nd quarter. State Street Corp now owns 4,619,995 shares of the company’s stock valued at $1,100,474,000 after buying an additional 48,544 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Ferguson by 0.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,055,351 shares of the company’s stock worth $487,796,000 after acquiring an additional 16,866 shares during the last quarter. Finally, W1M Asset Management Ltd boosted its position in Ferguson by 6.2% during the second quarter. W1M Asset Management Ltd now owns 1,980,510 shares of the company’s stock valued at $469,945,000 after buying an additional 116,418 shares during the period. Institutional investors own 81.98% of the company’s stock.

Key Stories Impacting Ferguson

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson reported third-quarter revenue of $9.03 billion, up about 9%, and EPS of $3.43, beating the $3.28 analyst consensus. Management cited 15% growth in non-residential sales and 6% in residential sales, and raised its 2026 outlook. Ferguson third-quarter results
• Positive Sentiment: Analysts raised price targets: Barclays to $314 with an “overweight” rating, Baird to $300 with “outperform,” and Oppenheimer to $296 with “outperform.” The revisions signal increased confidence in Ferguson’s outlook. Barclays recommendations
• Positive Sentiment: Ferguson said it completed 11 acquisitions this year, adding businesses with approximately $1.5 billion in annualized revenue. Continued investment in acquisitions and organic growth could expand its reach and value-added offerings. Ferguson third-quarter results
• Negative Sentiment: A Seeking Alpha analysis noted Ferguson’s resilience in a mixed construction environment, but cautioned that its valuation—about 21 times forward earnings in that analysis—looks stretched and could limit further gains. Seeking Alpha analysis

About Ferguson

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.