Ferguson Enterprises Inc. /DE/
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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 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.
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.
Over the past 7 days, alphai's AI scored 3 news stories mentioning FERG (Ferguson Enterprises Inc. /DE/). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.
Recent FERG coverage spans earnings, financial news and insider activity.
In the last 30 days, FERG insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.2M). The most active reporter was Schlicher Jake, Chief Strategy Officer, with 1 filing.
Positive earnings beat and acquisition boost fundamentals, likely supporting further upside.
Analyst upgrade may boost investor interest.
Analyst reinstatement and higher price target suggest upside potential.
Schlicher Jake (Chief Strategy Officer) sold 5,177 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $230.92 ($1.20M total) on 2026-08-28.
A modest insider sale that could add slight supply pressure to the stock.
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.
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.
2 min readAnalysts 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.
2 min readJefferies 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.
2 min readSchlicher Jake (Chief Strategy Officer) sold 5,177 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $230.92 ($1.20M total) on 2026-08-28.
1 min readFerguson Enterprises (FERG) officer Jake Schlicher plans to sell 5,177 shares, valued at $1.2M, on or around August 28, 2026, under Rule 144. The shares were acquired through restricted stock vesting and ESPP purchases from 2020 to 2024. Ferguson has 193.45M shares outstanding.
1 min readFerguson 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.
2 min readJim Cramer said Ferguson Enterprises (NYSE:FERG) had an “excellent” quarter and that the post-earnings pullback is a buying opportunity. The company beat expectations, grew revenue 4.6% to $8.75 billion, and raised its full-year outlook. Adjusted operating profit rose 2.9% and incremental margin was 6.7%. The FloWorks deal adds $1.2 billion senior notes, lifting pro forma debt above $7.0 billion.
6 min readFerguson Enterprises completed a $1.2 billion senior notes offering, issuing $700 million of 4.800% notes due 2029 and $500 million of 5.600% notes due 2036, according to its SEC filing. The notes are guaranteed by its UK subsidiary. Under the indenture, covenants limit secured debt and certain mergers, and the notes may be redeemed per terms.
1 min readOn CNBC, Kathryn Thompson of Thompson Research Group said AI investors focus too much on near-term chip pricing and should consider “old school” infrastructure themes. She cited $5+ trillion projected AI-related spend over five years and power as a bottleneck. The article highlights Martin Marietta (MLM), CRH (CRH), Ferguson (FERG), Generac (GNRC), and Cisco (CSCO) with recent revenue/EPS and valuation/backlog figures.
7 min readFerguson 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.
6 min read
