Schlicher Jake sold $118K of FERG

Schlicher Jake (Chief Strategy Officer) sold 531 shares of Ferguson Enterprises Inc. /DE/ (FERG) at an average of $222.92 ($220.63–$224.50, $0.12M total) across 2 trades over 2026-10-14 to 2026-10-15 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Schlicher Jake
Published Oct 16, 2026, 1:50 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 16, 2026, 1:54 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
MARKET
Neutral
AI market analysis
Mentioned
$FERG
Relevance
3/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

Low
01

Why it matters

The transaction represents a modest reduction in insider ownership and is unlikely to move the stock.

02

Market read

A routine insider sale with limited materiality; no actionable trading signal.

03

What to watch

Potential upcoming strategic changes at Ferguson Enterprises that are not reflected in this filing.

Relevance 3/10Novelty 3/10Timing: filing disclosed on 2026-10-16

Background

SEC Form 4 filing reports a 10b5-1 pre‑arranged open‑market sale of 531 shares by Chief Strategy Officer Jake Schlicher.

Market effects

Minimal impact on construction supplies sector; insider sale size is too small to affect sector sentiment.

No discernible effect on regional markets.

None

Counterpoint

The sale could be interpreted as a lack of confidence by the CSO, but the amount is trivial relative to total holdings.

Key entities

  • Ferguson Enterprises Inc.

    Private construction supplies distributor; issuer of the Form 4.

  • Jake Schlicher

    Chief Strategy Officer of Ferguson Enterprises.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$FERGMed

Ferguson Enterprises declares $0.89 quarterly dividend

Ferguson Enterprises (NYSE: FERG) declared a $0.89 quarterly dividend, payable October 7, 2026, to shareholders of record by August 21, 2026. The company, a major distributor in the $340 billion water and air solutions market, reported $31.3 billion in sales in 2025. It will release Q2 2026 earnings on August 10, 2026.

$FERGMed

Ferguson (FERG) Keeps Beating a Housing Market That Refuses to Cooperate

Ferguson Enterprises (FERG) reported Q2 sales up 4.6% to $8.8B, driven by non-residential growth. Profit rose 2.9%, slower than sales. Residential sales, half of revenue, grew 2% despite market softness. The company raised full-year sales outlook and announced acquisitions. Net debt is 1.3x EBITDA. EPS grew 6.9% reported, 5.3% adjusted.

$FERGMed

Why Ferguson Enterprises (FERG) Stock Is Up Today

Ferguson Enterprises (FERG) stock rose 3.0% today, driven by a bullish analyst call, strong quarterly results, and the completion of the FloWorks acquisition. The company reported Q2 sales of $8.8B and EPS of $3.43, raising full-year guidance. Jefferies resumed coverage with a Buy rating and $295 price target.

$NVTMed

Analysts Have Conflicting Sentiments on These Industrial Goods Companies: nVent Electric (NVT), Ferguson Enterprises (FERG) and Rockwell Automation (ROK)

Analysts from Bernstein and TD Cowen updated ratings and price targets for nVent Electric (NVT), Ferguson Enterprises (FERG), and Rockwell Automation (ROK). NVT received a Buy rating with a $229 target, FERG a Buy with a $325 target, and ROK a Hold with a $400 target. Consensus targets suggest 45.7%, 33.7%, and 15.7% upside respectively.

$FERGMed

Why Ferguson Enterprises (FERG) Is Back In The Spotlight

Ferguson Enterprises (FERG) reported Q2 sales and net income growth, raising full-year guidance. Shares rose 5.02% in 30 days, 8.48% in 90 days. The company's strategic investments, including the FloWorks acquisition, aim to drive revenue growth, but analysts warn of potential pressure from weaker residential demand and deflationary pricing.

$FERGMed

Josh Brown says this stock on his list is worth stalking for a big move higher

Ferguson Enterprises (FERG) is discussed after a Q2 beat-and-raise. The article says Q2 revenue was $8.8B (+4.6% YoY) and adjusted EPS $3.39 (vs $3.30). Jefferies raised its price target to $289. It also notes residential weakness (site traffic down 25% to 42%) while non-residential grows, and full-year sales guidance was lifted to mid-single digits.