Ferguson plc $FERG Stock Bought by Inspire Trust Co. N.A.

Inspire Trust Co. N.A. lifted its stake in shares of Ferguson plc (NYSE:FERG) by 11.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,500 shares of the company’s stock after buying an additional 4,000 shares during the quarter. Ferguson comprises about 1.0% of Inspire Trust Co. N.A.’s holdings, making the stock its 26th biggest holding. Inspire Trust Co. N.A.’s holdings in Ferguson were worth $8,571,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Farmers & Merchants Investments Inc. acquired a new stake in Ferguson during the 3rd quarter worth $28,000. Compass Financial Management LLC acquired a new position in Ferguson in the second quarter valued at $32,000. Heritage Family Offices LLP acquired a new position in Ferguson in the third quarter valued at $38,000. Provenance Wealth Advisors LLC acquired a new position in Ferguson in the third quarter valued at $39,000. Finally, Eastern Bank purchased a new position in shares of Ferguson during the second quarter worth about $42,000. Institutional investors and hedge funds own 81.98% of the company’s stock.

Analyst Upgrades and Downgrades

FERG has been the topic of a number of research analyst reports. Oppenheimer lifted their target price on Ferguson from $288.00 to $296.00 and gave the stock an “outperform” rating in a research report on Tuesday. Sanford C. Bernstein reissued an “outperform” rating on shares of Ferguson in a research report on Tuesday. Morgan Stanley raised their price target on Ferguson from $290.00 to $295.00 in a research note on Wednesday, August 19th. The Goldman Sachs Group cut their price target on Ferguson from $290.00 to $270.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 15th. Finally, Bank of America reduced their price objective on Ferguson from $325.00 to $315.00 in a research note on Tuesday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given 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 a consensus price target of $289.50.

Ferguson Trading Down 0.2%

Shares of Ferguson stock opened at $259.36 on Wednesday. Ferguson plc has a 1 year low of $212.13 and a 1 year high of $271.64. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.93 and a current ratio of 1.74. The company has a market capitalization of $50.17 billion, a P/E ratio of 30.48, a PEG ratio of 1.87 and a beta of 1.11. The company’s fifty day moving average is $226.72 and its two-hundred day moving average is $237.25.

Ferguson (NYSE:FERG) last announced its earnings results on Monday, November 9th. The company reported $3.43 EPS for the quarter, beating analysts’ consensus estimates of $3.28 by $0.15. Ferguson had a net margin of 6.73% and a return on equity of 37.69%. The business had revenue of $9.03 billion during the quarter. Analysts forecast that Ferguson plc will post 11.42 earnings per share for the current year.

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 issued a dividend of $0.89 per share. The ex-dividend date of this dividend is Friday, November 20th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 1.4%. Ferguson’s dividend payout ratio (DPR) is currently 41.83%.

Insider Transactions at Ferguson

In other Ferguson news, COO William Thees, Jr. sold 3,510 shares of the stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $220.00, for a total transaction of $772,200.00. Following the completion of the sale, the chief operating officer directly owned 32,680 shares of the company’s stock, valued at approximately $7,189,600. This trade represents a 9.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kevin Murphy sold 11,259 shares of Ferguson stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $216.78, for a total value of $2,440,726.02. Following the completion of the transaction, the insider owned 173,863 shares in the company, valued at $37,690,021.14. This trade represents a 6.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 38,808 shares of company stock worth $8,571,587 over the last three months. 0.15% of the stock is currently owned by company insiders.

More Ferguson News

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson reported third-quarter adjusted earnings of $3.43 per share, ahead of the $3.28 consensus, on $9.03 billion in revenue. Sales grew across both non-residential and residential markets, and management raised its 2026 guidance—signals that could support investor confidence in growth. Ferguson third-quarter results
• Positive Sentiment: Analysts raised their price targets: Barclays to $314 with an overweight rating, Baird to $300 and Oppenheimer to $296, both with outperform ratings. UBS lifted its target to $270 but maintained a neutral rating. The target increases suggest improved expectations, although UBS’s stance is more cautious. Barclays recommendations
• Neutral Sentiment: An analysis noted that Ferguson maintained operating margins despite a flat construction backdrop and supplier-cost pressure, reflecting cost discipline and pricing power. It also cautioned that the stock’s valuation is elevated, which could limit further upside. Ferguson analysis

Ferguson 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.