$FERG

Ferguson Enterprises Inc. /DE/

AlphAI earnings readSecond quarter · AUG 10Continued Execution Drives Solid Results; Full Year Guidance IncreasedVerdict: solid

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These 3 Boring Stocks Have One Thing in Common: Demand That Cannot Wait

Watsco (WSO) reported $464M cash, no debt, and 52 years of dividend increases. Ferguson (FERG) beat EPS estimates and raised full-year guidance. Core & Main (CNM) serves a $44B market with $1.2T in U.S. infrastructure investment needed. All three companies benefit from non-cyclical demand for HVAC and plumbing products.

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.

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.

FERG sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning FERG (Ferguson Enterprises Inc. /DE/). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent FERG coverage spans earnings, financial news and corporate actions.

What's driving FERG

AlphAI scores every news story that mentions FERG with an AI model for sentiment and relevance, and aggregates insider trades from Ferguson Enterprises Inc. /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $FERG

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$WSOMed

These 3 Boring Stocks Have One Thing in Common: Demand That Cannot Wait

Watsco (WSO) reported $464M cash, no debt, and 52 years of dividend increases. Ferguson (FERG) beat EPS estimates and raised full-year guidance. Core & Main (CNM) serves a $44B market with $1.2T in U.S. infrastructure investment needed. All three companies benefit from non-cyclical demand for HVAC and plumbing products.

$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.

Why Ferguson Enterprises (FERG) Is Back In The Spotlight

Ferguson Enterprises (FERG) received a Zacks Rank #2 upgrade due to improved earnings estimates. Its share price is down 11.84% over 30 days but up over 90 days, with a 1-year return of 1.05% versus a 3-year return of 54.59%. Analysts estimate fair value at $288, above the last close of $226, citing strategic investments in HVAC and market share growth. Risks include weak residential demand and commodity deflation.

Ferguson plc (FERG) Upgraded to Buy: Here's Why

Ferguson plc (FERG) was upgraded to a Zacks Rank #2 (Buy) due to upward earnings estimate revisions. The company's earnings for the fiscal year ending December 2026 are expected to be $11.42 per share, unchanged from the previous year. Analysts have raised estimates by 1.4% over the past three months, suggesting a positive outlook for the stock.

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.

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.

FERG Looks 7.4% Undervalued on GF Value™

Jefferies reinstated coverage of Ferguson Enterprises (FERG) with a Buy rating and $295 price target, citing undervaluation. FERG offers a 1.6% dividend yield, 9.4% 3-year growth, and trades 7.4% below GF Value™ of $241.15. The company has a GF Score™ of 88/100, strong profitability, and valuation metrics. Insiders sold $8.0M shares, while 18 gurus hold positions.

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