Robert W. Baird Cuts H. B. Fuller (NYSE:FUL) Price Target to $65.00

H. B. Fuller (NYSE:FUL) had its price target reduced by Robert W. Baird from $75.00 to $65.00 in a research note released on Friday, Marketbeat.com reports. They currently have an outperform rating on the specialty chemicals company’s stock.

Several other research analysts have also issued reports on the company. Wall Street Zen lowered H. B. Fuller from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 25th. The Goldman Sachs Group set a $67.00 price objective on H. B. Fuller in a report on Friday, June 26th. JPMorgan Chase & Co. raised H. B. Fuller from a “neutral” rating to an “overweight” rating and increased their target price for the company from $58.00 to $67.00 in a research note on Friday, June 26th. Deutsche Bank Aktiengesellschaft boosted their target price on H. B. Fuller from $70.00 to $72.00 and gave the stock a “buy” rating in a research report on Tuesday, June 30th. Finally, Raymond James Financial set a $67.00 price target on H. B. Fuller in a research note on Friday, June 26th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, H. B. Fuller currently has an average rating of “Moderate Buy” and a consensus target price of $67.50.

H. B. Fuller Trading Up 0.1%

Shares of NYSE FUL opened at $50.09 on Friday. The company’s 50 day simple moving average is $55.71 and its 200 day simple moving average is $58.37. H. B. Fuller has a fifty-two week low of $46.70 and a fifty-two week high of $68.63. The firm has a market capitalization of $2.69 billion, a P/E ratio of 13.95, a P/E/G ratio of 0.55 and a beta of 0.97. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.82 and a quick ratio of 1.10.

H. B. Fuller (NYSE:FUL) last announced its quarterly earnings data on Wednesday, September 23rd. The specialty chemicals company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.05. H. B. Fuller had a net margin of 5.56% and a return on equity of 12.65%. The firm had revenue of $938.17 million for the quarter, compared to analysts’ expectations of $945.59 million. During the same period last year, the firm earned $1.26 earnings per share. The business’s revenue for the quarter was up 5.2% on a year-over-year basis. H. B. Fuller has set its FY 2026 guidance at 4.700-4.850 EPS. On average, analysts predict that H. B. Fuller will post 4.78 EPS for the current year.

H. B. Fuller Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Thursday, July 30th were given a dividend of $0.2450 per share. The ex-dividend date of this dividend was Thursday, July 30th. This represents a $0.98 dividend on an annualized basis and a dividend yield of 2.0%. H. B. Fuller’s dividend payout ratio (DPR) is currently 27.30%.

Insider Buying and Selling at H. B. Fuller

In other news, VP Nathan Weaver sold 9,561 shares of H. B. Fuller stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $62.06, for a total transaction of $593,355.66. Following the transaction, the vice president owned 11,739 shares in the company, valued at $728,522.34. The trade was a 44.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.83% of the stock is owned by company insiders.

Institutional Trading of H. B. Fuller

Large investors have recently bought and sold shares of the business. Public Employees Retirement System of Ohio acquired a new stake in H. B. Fuller during the 2nd quarter worth approximately $86,000. Bank of New York Mellon Corp acquired a new position in shares of H. B. Fuller in the second quarter valued at approximately $29,611,000. S&CO Inc. bought a new stake in shares of H. B. Fuller during the second quarter worth $14,093,000. Parallel Advisors LLC increased its position in shares of H. B. Fuller by 85.6% during the first quarter. Parallel Advisors LLC now owns 1,034 shares of the specialty chemicals company’s stock worth $64,000 after acquiring an additional 477 shares in the last quarter. Finally, Glenmede Trust Co. NA acquired a new stake in shares of H. B. Fuller during the first quarter worth $240,000. 95.93% of the stock is owned by institutional investors.

Key Stories Impacting H. B. Fuller

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

• Positive Sentiment: Quarterly earnings beat expectations. H. B. Fuller reported fiscal Q3 revenue of approximately $938.2 million, up 5.2% year over year, while adjusted earnings per share of $1.52 exceeded the roughly $1.45-$1.47 analyst consensus. Adjusted EBITDA reached $186.7 million, and EPS grew from $1.26 a year earlier. H. B. Fuller Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management maintained constructive fiscal 2026 targets. The company is targeting EBITDA of $655 million to $670 million and adjusted EPS of $4.70 to $4.85, supported by pricing gains and its “Quantum Leap” cost-savings program. Fiscal-year revenue is expected to rise by mid-single digits. H. B. Fuller Fiscal 2026 Targets
• Positive Sentiment: Analyst coverage remains favorable. Robert W. Baird kept an “outperform” rating, although it reduced its price target from $75 to $65. The new target still implies substantial upside from recent trading levels. Robert W. Baird Price Target Update
• Neutral Sentiment: Activist pressure adds strategic uncertainty. Ancora is urging H. B. Fuller’s board to explore strategic alternatives, which could potentially unlock value but may also create disruption and uncertainty for investors. Ancora Pressures H. B. Fuller Board
• Negative Sentiment: Underlying operating trends were mixed. Organic revenue increased 4.4% because a 7.4% pricing increase more than offset lower volumes. Net debt remained elevated at approximately $1.96 billion, while the lower Baird target signals that analysts see less near-term upside 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.