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

Ferguson (NYSE:FERG) had its price target raised by equities researchers at UBS Group from $256.00 to $270.00 in a research note issued to investors on Tuesday, Benzinga reports. The brokerage currently 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.

Other equities research analysts have also recently issued research reports about the stock. Wells Fargo & Company increased their price target on shares of Ferguson from $285.00 to $295.00 and gave the company an “overweight” rating in a report on Tuesday, August 11th. Bank of America decreased their price objective on shares of Ferguson from $325.00 to $315.00 in a report on Tuesday, August 18th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Ferguson in a research report on Tuesday, September 29th. Oppenheimer increased their target price on Ferguson from $288.00 to $296.00 and gave the company an “outperform” rating in a research note on Tuesday. Finally, Jefferies Financial Group cut their target price on Ferguson from $295.00 to $292.00 in a research note on Thursday, October 15th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $289.50.

Ferguson Stock Down 0.2%

Ferguson stock traded down $0.57 during trading hours on Tuesday, hitting $259.36. 926,136 shares of the stock traded hands, compared to its average volume of 1,675,817. The company has a current ratio of 1.73, a quick ratio of 0.93 and a debt-to-equity ratio of 0.72. Ferguson has a one year low of $212.13 and a one year high of $271.64. The company has a market cap of $50.17 billion, a PE ratio of 30.57, a PEG ratio of 1.79 and a beta of 1.11. The firm’s 50-day moving average price is $226.03 and its two-hundred day moving average price is $237.21.

Ferguson (NYSE:FERG) last issued its quarterly earnings results on Monday, November 9th. The company reported $3.43 earnings per share 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 return on equity of 37.24% and a net margin of 6.82%. On average, research analysts forecast that Ferguson will post 11.42 EPS for the current year.

Insider Activity at Ferguson

In other Ferguson news, COO William T. Thees, Jr. sold 3,510 shares of Ferguson stock in a transaction that occurred on Monday, October 12th. The shares were sold at an average price of $220.00, for a total value of $772,200.00. Following the completion of the sale, the chief operating officer owned 32,680 shares of the company’s stock, valued at approximately $7,189,600. The trade was a 9.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ian T. Graham sold 1,854 shares of the business’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $218.74, for a total transaction of $405,543.96. Following the sale, the insider owned 11,511 shares of the company’s stock, valued at approximately $2,517,916.14. This represents a 13.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 38,808 shares of company stock valued at $8,571,587 over the last quarter. 0.15% of the stock is owned by company insiders.

Institutional Trading of Ferguson

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

Ferguson News Summary

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.