FERG

Ferguson Enterprises Inc. /DE/

NYSE · Wholesale-Hardware & Plumbing & Heating Equipment & Supplies · Inc. DE · CIK 0002011641
$229.58 -0.44% $44.9B
Vol
Market Cap$44.9B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders9 funds
Inst. Value$7.2B
Inst. Activity2 buys / 2 sells
SEC Reports2
Exchange NYSE·Sector Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·Inc. DE·CIK 0002011641·Prev Close $230.60

Recent Activity

Jun 1, 2026 earnings_calendar
FERG Q3 2026 Earnings Scheduled — 2026-06-01
May 28, 2026 Insider
Brundage William sold 68 shares
Chief Financial Officer @ $132.23 ($9.0K)
May 28, 2026 Insider
Camposano Robert Anthony Jr. sold 68 shares
Senior VP - Waterworks @ $132.23 ($9.0K)
May 28, 2026 Insider
Schlicher Jake sold 68 shares
Chief Strategy Officer @ $132.23 ($9.0K)
May 1, 2026 Event
HSR Early Termination: Ferguson Enterprises Inc.; The Peninsula Fund VII Limited Partnership
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson
Mar 16, 2026 SEC
Ferguson Enterprises Inc. filed its definitive proxy materials and transition report ahead of its 2026 annual meeting of
DEFA14A — Impact 3/10
Mar 16, 2026 SEC
This is a definitive proxy statement for Ferguson Enterprises Inc.'s 2026 Annual Meeting. The filing contains proposals
DEFA14A — Impact 3/10
Inst.
FMR LLC — ADD
7,021,008 shares ($1.6B)

Price Targets

$284.57 +24.0% upside Strong Buy
Current $229.58 Low $225.00 Median $285.00 High $325.00 21 analysts
$225.00 $325.00

Analyst Ratings

Buy74% buy · 31 analysts
9Strong Buy
14Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 6, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 6, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 8, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Feb 26, 2026 Truist Securities MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.29 $3.00 — $3.40 18
Next Q $3.30 ▲ +1.5% $3.18 — $3.43 18
Current FY $11.29 ▲ +1.5% $10.97 — $11.55 7% YoY 23
Next FY $12.53 ▲ +1.3% $12.00 — $13.29 11% YoY 24

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$4.3B
FMR LLC$1.6BADD
NORGES BANK$498.0MNEW
Mawer Investment Management Ltd.$188.6MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$185.0MNEW

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Brundage WilliamA$9.0K
May 28, 2026Camposano RobertA$9.0K
May 28, 2026Schlicher JakeA$9.0K
May 28, 2026Murphy KevinA$9.0K
May 28, 2026Stirrup AllisonA$18.0K
9 institutional holders with $7.2B total value (32,506,678 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC19,418,334$4.3B59.7%
2FMR LLC7,021,008$1.6B21.6%ADD +26.2%
3NORGES BANK2,236,918$498.0M6.9%NEW
4Mawer Investment Management Ltd.846,921$188.6M2.6%DOUBLED +2384.2%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC831,113$185.0M2.6%NEW
6MORGAN STANLEY830,780$185.0M2.6%ADD +44.9%
7BANK OF AMERICA CORP /DE/717,140$159.7M2.2%TRIM -35.6%
8WELLS FARGO & COMPANY/MN391,164$87.1M1.2%
9RENAISSANCE TECHNOLOGIES LLC213,300$47.5M0.7%TRIM -38.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD5,562,5317,021,008+26.2%$1.6B2025-Q4
NORGES BANKNEW2,236,918$498.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM348,600213,300-38.8%$47.5M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT2,0000-100.0%$0.002025-Q4
BANK OF AMERICA CORP /DE/TRIM922,969594,341-35.6%$133.5M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED153,500348,600+127.1%$78.3M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW2,000$449.2K2025-Q3
NORGES BANKEXIT1,815,7890-100.0%$0.002025-Q3
FMR LLCTRIM8,554,2255,681,731-33.6%$1.2B2025-Q2
NORGES BANKNEW1,815,789$395.4M2025-Q2
MORGAN STANLEYADD666,235965,400+44.9%$210.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD93,600153,500+64.0%$33.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT388,60093,600-75.9%$15.0M2025-Q1
NORGES BANKEXIT2,706,1530-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT33,4190-100.0%$0.002025-Q1
Mawer Investment Management Ltd.DOUBLED43,1351,071,575+2384.2%$186.0M2024-Q4
MORGAN STANLEYTRIM1,180,638781,893-33.8%$135.7M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM720,700388,600-46.1%$67.4M2024-Q4
CITADEL ADVISORS LLCTRIM1,080,191381,612-64.7%$66.2M2024-Q4
MORGAN STANLEYNEW1,180,638$234.4M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW725,961$144.0M2024-Q3
18 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Brundage WilliamChief Financial OfficerA68$132.23$9.0K
May 28, 2026Camposano Robert Anthony Jr.Senior VP - WaterworksA68$132.23$9.0K
May 28, 2026Schlicher JakeChief Strategy OfficerA68$132.23$9.0K
May 28, 2026Murphy Kevin MichaelSee RemarksA68$132.23$9.0K
May 28, 2026Stirrup AllisonChief Human Resources OfficerA136$132.23$18.0K
May 28, 2026Thees William T. JrChief Operating OfficerA68$132.23$9.0K
May 6, 2026Wood Suzanne HDirectorA751$0.00$0.00
May 6, 2026Murray Alan J.DirectorA751$0.00$0.00
May 6, 2026METCALF JAMES SDirectorA751$0.00$0.00
May 6, 2026May BrianDirectorA742$0.00$0.00
May 6, 2026Halligan Catherine AnnDirectorA751$0.00$0.00
May 6, 2026Drabble GeoffDirectorA742$0.00$0.00
May 6, 2026BECKWITT RICHARDDirectorA751$0.00$0.00
May 6, 2026Baker Kelly ADirectorA751$0.00$0.00
May 6, 2026Agrawal RekhaDirectorA751$0.00$0.00
May 1, 2026METCALF JAMES SDirectorA14.485$266.81$3.9K
Apr 30, 2026Agrawal RekhaDirectorA2$0.00$0.00
Apr 30, 2026BECKWITT RICHARDDirectorA2$0.00$0.00
Apr 30, 2026Drabble GeoffDirectorA3$0.00$0.00
Apr 30, 2026Drabble GeoffDirectorF98$255.08$25.0K
Apr 30, 2026Halligan Catherine AnnDirectorA3.132$263.51$825.21
Apr 30, 2026May BrianDirectorA3$0.00$0.00
Apr 30, 2026May BrianDirectorF98$255.08$25.0K
Apr 30, 2026METCALF JAMES SDirectorA2$0.00$0.00
Apr 30, 2026Murray Alan J.DirectorA2$0.00$0.00
Apr 30, 2026Wood Suzanne HDirectorA2$0.00$0.00
Apr 29, 2026Halligan Catherine AnnDirectorA5.236$255.47$1.3K
Apr 29, 2026METCALF JAMES SDirectorA5.249$255.47$1.3K
Apr 29, 2026Paisley James A.See RemarksA2.499$255.51$638.52
Mar 12, 2026Graham Ian T.See RemarksA1,942$0.00$0.00
Mar 12, 2026Brundage WilliamChief Financial OfficerA4,015$0.00$0.00
Mar 12, 2026Thees William T. JrChief Operating OfficerA4,653$0.00$0.00
Mar 12, 2026Brundage WilliamChief Financial OfficerA8,242$0.00$0.00
Mar 12, 2026Winckler RichardChief Accounting OfficerA819$0.00$0.00
Mar 12, 2026Schlicher JakeChief Strategy OfficerA4,653$0.00$0.00
Mar 12, 2026Murphy Kevin MichaelSee RemarksA13,923$0.00$0.00
Mar 12, 2026Thees William T. JrChief Operating OfficerA2,266$0.00$0.00
Mar 12, 2026Paisley James A.See RemarksA1,780$0.00$0.00
Mar 12, 2026Paisley James A.See RemarksA3,655$0.00$0.00
Mar 12, 2026Camposano Robert Anthony Jr.Senior VP - WaterworksA3,988$0.00$0.00
Mar 12, 2026Camposano Robert Anthony Jr.Senior VP - WaterworksA1,942$0.00$0.00
Mar 12, 2026Stirrup AllisonChief Human Resources OfficerA3,655$0.00$0.00
Mar 12, 2026Stirrup AllisonChief Human Resources OfficerA1,780$0.00$0.00
Mar 12, 2026Murphy Kevin MichaelSee RemarksA28,582$0.00$0.00
Mar 12, 2026Graham Ian T.See RemarksA3,988$0.00$0.00
Mar 12, 2026Schlicher JakeChief Strategy OfficerA2,266$0.00$0.00
Feb 27, 2026Baker Kelly ADirectorA1.224$262.85$321.78
Feb 27, 2026METCALF JAMES SDirectorA14.705$261.93$3.9K
Feb 27, 2026Halligan Catherine AnnDirectorA3.173$259.18$822.35
Feb 26, 2026Paisley James A.See RemarksA2.435$261.34$636.36

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (74% buy). Based on 31 analysts: 9 strong buy, 14 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$284.57 mean target +24.0% upside Strong Buy (1.74)
$225.00 Low $325.00 High
MetricValue
Current Price$229.58
Target Low$225.00
Target Mean$284.57
Target Median$285.00
Target High$325.00
# Analysts21
RecommendationStrong Buy (1.74)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.29 $3.00 $3.40 -0.4% 9↑ 9↓ $8.6B 18
Next Q
2026-09-30
$3.30 $3.18 $3.43 +1.5% 13↑ 5↓ $8.6B 18
Current FY
2026-12-31
$11.29 $10.97 $11.55 6.7% +1.5% 16↑ 4↓ $32.7B 4.4% 23
Next FY
2027-12-31
$12.53 $12.00 $13.29 11.1% +1.3% 15↑ 3↓ $34.5B 5.6% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.285
7d ago$3.281+0.005
30d ago$3.298-0.012
60d ago$3.303-0.018
90d ago$3.311-0.026
14 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 3 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 RBC Capital MAINTAIN Outperform Outperform
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 26, 2026 Truist Securities MAINTAIN Buy Buy
Feb 25, 2026 UBS MAINTAIN Neutral Neutral
Feb 25, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 25, 2026 Barclays MAINTAIN Overweight Overweight
Feb 25, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 25, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Dec 11, 2025 Deutsche Bank MAINTAIN Hold Hold
Dec 10, 2025 UBS MAINTAIN Neutral Neutral
Dec 10, 2025 Barclays MAINTAIN Overweight Overweight
Dec 10, 2025 Baird MAINTAIN Outperform Outperform
Dec 4, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 2, 2025 Jefferies MAINTAIN Buy Buy
Nov 12, 2025 Bernstein INITIATE Outperform
Oct 15, 2025 JP Morgan MAINTAIN Overweight Overweight
Sep 18, 2025 Barclays MAINTAIN Overweight Overweight
Sep 17, 2025 Oppenheimer MAINTAIN Outperform Outperform
Sep 17, 2025 Truist Securities MAINTAIN Buy Buy
Sep 17, 2025 UBS MAINTAIN Neutral Neutral
Sep 17, 2025 RBC Capital MAINTAIN Outperform Outperform
Sep 17, 2025 Baird MAINTAIN Outperform Outperform
Sep 17, 2025 Wells Fargo MAINTAIN Overweight Overweight
Sep 4, 2025 JP Morgan MAINTAIN Overweight Overweight
Jul 8, 2025 Wells Fargo MAINTAIN Overweight Overweight
Jun 18, 2025 Goldman Sachs INITIATE Buy
Jun 9, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Jun 6, 2025 JP Morgan MAINTAIN Overweight Overweight
Jun 4, 2025 Truist Securities MAINTAIN Buy Buy
Jun 4, 2025 Oppenheimer MAINTAIN Outperform Outperform
Jun 4, 2025 RBC Capital MAINTAIN Outperform Outperform
Jun 4, 2025 UBS MAINTAIN Neutral Neutral
Jun 4, 2025 Wells Fargo MAINTAIN Overweight Overweight
Jun 4, 2025 Barclays MAINTAIN Overweight Overweight
Jun 3, 2025 Morgan Stanley REITERATE Overweight Overweight
May 27, 2025 JP Morgan MAINTAIN Overweight Overweight
Apr 14, 2025 Wells Fargo MAINTAIN Overweight Overweight
Apr 1, 2025 Deutsche Bank INITIATE Hold
Mar 19, 2025 JP Morgan MAINTAIN Overweight Overweight
Mar 18, 2025 RBC Capital REITERATE Outperform Outperform
Mar 14, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Mar 12, 2025 Citigroup MAINTAIN Neutral Neutral
Mar 12, 2025 RBC Capital MAINTAIN Outperform Outperform
Mar 12, 2025 Wells Fargo MAINTAIN Overweight Overweight
Mar 12, 2025 Oppenheimer MAINTAIN Outperform Outperform
Mar 12, 2025 Barclays MAINTAIN Overweight Overweight
Mar 12, 2025 Baird MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691480074%
May 1, 202691570077%
Apr 1, 202691570077%
Mar 1, 202691570077%
Feb 1, 202691570077%
Jan 1, 202691570077%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
earnings_calendar
FERG Q3 2026 Earnings Scheduled — 2026-06-01
May 11, 2026
dark_pool
Dark Pool: FERG — 2.0M shares, 45,892 trades
Week starting 2026-05-11. Total ATS volume: 1,968,444 shares across 45,892 trades.
May 5, 2026
earnings_calendar
FERG Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: FERG — 2.2M shares, 50,856 trades
Week starting 2026-05-04. Total ATS volume: 2,163,017 shares across 50,856 trades.
May 1, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; The Peninsula Fund VII Limited Partnership
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; The Peninsula Fund VII Limited
May 1, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; The Peninsula Fund VII Limited Partnership
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; The Peninsula Fund VII Limited
Apr 27, 2026
dark_pool
Dark Pool: FERG — 1.7M shares, 46,587 trades
Week starting 2026-04-27. Total ATS volume: 1,749,568 shares across 46,587 trades.
Apr 27, 2026
short_interest
FTD: FERG — 47,000 shares ($12.4M) failed to deliver
Settlement: 20260427, Price: $263.59, FTD Value: $12,388,730, FERGUSON ENTERPRISES INC COM (
Apr 22, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; Michael Denis Hunt
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; Michael Denis Hunt.
Apr 20, 2026
dark_pool
Dark Pool: FERG — 2.5M shares, 43,297 trades
Week starting 2026-04-20. Total ATS volume: 2,509,067 shares across 43,297 trades.
Apr 13, 2026
dark_pool
Dark Pool: FERG — 1.9M shares, 51,822 trades
Week starting 2026-04-13. Total ATS volume: 1,888,023 shares across 51,822 trades.
Apr 6, 2026
dark_pool
Dark Pool: FERG — 2.1M shares, 43,616 trades
Week starting 2026-04-06. Total ATS volume: 2,052,660 shares across 43,616 trades.
Apr 2, 2026
short_interest
FTD: FERG — 2,251 shares ($0.5M) failed to deliver
Settlement: 20260402, Price: $239.06, FTD Value: $538,124.06, FERGUSON ENTERPRISES INC COM (
Apr 1, 2026
short_volume
Short Volume: FERG — 55.4% short (0.5M / 0.9M)
Short: 471,235 | Exempt: 150 | TRF Vol: 850,816 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: FERG — 61.9% short (0.4M / 0.7M)
Short: 419,580 | Exempt: 82 | TRF Vol: 678,382 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: FERG — 2.3M shares, 47,703 trades
Week starting 2026-03-30. Total ATS volume: 2,290,174 shares across 47,703 trades.
Mar 23, 2026
dark_pool
Dark Pool: FERG — 1.4M shares, 40,357 trades
Week starting 2026-03-23. Total ATS volume: 1,358,483 shares across 40,357 trades.
Mar 16, 2026
dark_pool
Dark Pool: FERG — 1.9M shares, 46,142 trades
Week starting 2026-03-16. Total ATS volume: 1,902,063 shares across 46,142 trades.