$FERG

Ferguson Enterprises Inc. /DE/

AlphAI earnings readSecond quarter · AUG 10 · NEXT NOV 9Continued Execution Drives Solid Results; Full Year Guidance IncreasedVerdict: solid

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

No enriched coverage for $FERG in the last 7 days.

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$7.4M
Graham Ian T.
100%
See all $FERG insider activity →
Low

Murphy Kevin Michael sold $550K of FERG

Murphy Kevin Michael (See Remarks) sold 2,461 shares of Ferguson Enterprises Inc. /DE/ (FERG) at an average of $223.42 ($220.63–$224.50, $0.55M total) across 2 trades over 2026-10-14 to 2026-10-15 under a Rule 10b5-1 trading plan.

Thees William T. Jr sold $772K of FERG

Thees William T. Jr (Chief Operating Officer) sold 3,510 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $220.00 ($0.77M total) on 2026-10-12 under a Rule 10b5-1 trading plan.

Schlicher Jake sold $686K of FERG

Schlicher Jake (Chief Strategy Officer) sold 3,138 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $218.74 ($0.69M total) on 2026-10-12 under a Rule 10b5-1 trading plan.

FERG sentiment & insider activity

Recent FERG coverage spans insider activity, financial news and earnings.

In the last 30 days, FERG insiders filed 18 SEC Form 4 transactions — no purchases and 18 sales ($7.4M). The most active reporter was Graham Ian T., See Remarks, with 4 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving FERG

  • Murphy Kevin Michael (See Remarks) sold 2,461 shares of Ferguson Enterprises Inc. /DE/ (FERG) at an average of $223.42 ($220.63–$224.50, $0.55M total) across 2 trades over 2026-10-14 to 2026-10-15 under a Rule 10b5-1 trading plan.

    SEC EDGAR · Oct 16, 2026

  • The insider sale may create modest selling pressure on FERG.

    SEC EDGAR · Oct 14, 2026

  • Schlicher Jake (Chief Strategy Officer) sold 3,138 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $218.74 ($0.69M total) on 2026-10-12 under a Rule 10b5-1 trading plan.

    SEC EDGAR · Oct 14, 2026

  • The insider sale suggests potential downside pressure as the market may interpret the transaction as a lack of confidence.

    SEC EDGAR · Oct 14, 2026

  • Brundage William (Chief Financial Officer) sold 5,986 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $218.74 ($1.31M total) on 2026-10-12 under a Rule 10b5-1 trading plan.

    SEC EDGAR · Oct 14, 2026

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

Score
$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.

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