Barclays Increases Ferguson (NYSE:FERG) Price Target to $295.00

Ferguson (NYSE:FERG) had its price target lifted by investment analysts at Barclays from $278.00 to $295.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Barclays‘s price objective would suggest a potential upside of 15.18% from the stock’s current price.

A number of other equities research analysts also recently weighed in on FERG. Wells Fargo & Company raised their price objective on Ferguson from $280.00 to $285.00 and gave the company an “overweight” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Ferguson from $237.00 to $246.00 and gave the stock a “hold” rating in a report on Thursday, December 11th. Jefferies Financial Group reaffirmed a “buy” rating and set a $300.00 price objective on shares of Ferguson in a research report on Tuesday. Weiss Ratings restated a “buy (b-)” rating on shares of Ferguson in a research note on Thursday, January 22nd. Finally, UBS Group reduced their price objective on Ferguson from $225.00 to $220.00 and set a “neutral” rating for the company in a report on Wednesday, December 10th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $256.56.

Ferguson Trading Down 2.2%

NYSE FERG traded down $5.72 during trading on Wednesday, hitting $256.13. The stock had a trading volume of 328,102 shares, compared to its average volume of 1,309,931. The stock has a 50 day simple moving average of $245.02 and a 200 day simple moving average of $239.45. Ferguson has a one year low of $146.00 and a one year high of $271.64. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.01 and a current ratio of 1.88. The stock has a market capitalization of $50.09 billion, a price-to-earnings ratio of 25.81, a P/E/G ratio of 2.05 and a beta of 1.18.

Ferguson (NYSE:FERG) last issued its earnings results on Tuesday, February 24th. The company reported $1.99 EPS for the quarter, missing analysts’ consensus estimates of $2.24 by ($0.25). Ferguson had a return on equity of 35.73% and a net margin of 6.28%.Ferguson’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.52 EPS.

Institutional Investors Weigh In On Ferguson

A number of large investors have recently bought and sold shares of the business. Atria Investments Inc boosted its holdings in shares of Ferguson by 38.2% in the 3rd quarter. Atria Investments Inc now owns 15,401 shares of the company’s stock worth $3,459,000 after acquiring an additional 4,259 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Ferguson in the 3rd quarter valued at approximately $1,002,000. Sumitomo Mitsui DS Asset Management Company Ltd increased its holdings in Ferguson by 11.7% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 20,523 shares of the company’s stock worth $4,609,000 after buying an additional 2,145 shares during the last quarter. iA Global Asset Management Inc. bought a new stake in Ferguson during the third quarter worth $1,252,000. Finally, Allianz Asset Management GmbH grew its position in shares of Ferguson by 21.0% in the 3rd quarter. Allianz Asset Management GmbH now owns 322,924 shares of the company’s stock valued at $72,522,000 after acquiring an additional 55,981 shares during the period. 81.98% of the stock is currently owned by institutional investors.

Key Headlines Impacting Ferguson

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Wells Fargo raised its price target to $285 and moved to an “overweight” rating, implying material upside from current levels. This analyst support can limit downside and attract buyers. Wells Fargo price target raise
• Positive Sentiment: Management published strong calendar‑2025 results and issued 2026 guidance (transition to calendar fiscal year noted). Continued guidance and strategic targets (including a long-term target discussed elsewhere of ~$40B revenue and 10%+ margins) support the company’s medium‑term growth thesis. BusinessWire: 2025 results & 2026 guidance
• Neutral Sentiment: Investor materials (Q4 presentation and the earnings-call transcript) are now available — useful for digging into margin drivers, end‑market trends, and guidance detail; these items themselves are informational. Q4 presentation Earnings call transcript
• Neutral Sentiment: Several media items reference the name “Ferguson” (celebrity or local news) that are unrelated to the company’s operations but may create headline noise. Investors should focus on company filings and guidance. Example: consumer/celebrity coverage. Celebrity article (unrelated)
• Negative Sentiment: Ferguson reported Q4 EPS of $1.99, missing consensus of $2.24 by $0.25 — the miss is the primary near‑term catalyst for the share decline. While revenue rose ~3.6% year‑over‑year and ROE remains strong, the EPS shortfall has driven investor selling. Earnings summary and EPS miss

Ferguson Company Profile

Ferguson (NYSE: FERG) is a multinational distributor specializing in plumbing and heating products and related building supplies, serving professional contractors, builders and industrial customers. The company supplies a broad range of products used in residential, commercial and infrastructure projects, including pipes and fittings, valves and controls, HVAC equipment, waterworks materials, plumbing fixtures, pumps and accessories, as well as complementary electrical and specialty product lines.

Ferguson operates a network of branches and distribution centers that provide inventory, logistics and value-added services to trade customers.