Ferguson Enterprises Inc. /DE/
Ferguson is a value-added distributor of water and air solutions, serving professional customers in residential and non-residential construction markets across North America. It supplies plumbing, heating, ventilation and air conditioning, appliances, lighting, pipes, valves and fittings, and water and wastewater products. Ferguson also provides services such as virtual design, fabrication, pre-assembly, installation and project management. It sells through distribution centers, branches, counter service, sales associates, showrooms and e-commerce channels, with delivery, customer pickup and direct shipment options. Ferguson’s reportable segments are the United States and Canada. The U.S. business operates primarily under the Ferguson brand and serves residential and non-residential customers. The Canadian business operates primarily under the Wolseley brand, supplying plumbing, HVAC and refrigeration products, water and wastewater treatment products, and industrial pipes, valves and fittings solutions. Ferguson makes money by sourcing and selling branded and own-brand products and providing related services. Its corporate headquarters and management office are in Newport News, Virginia.
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.
All 10 reporting companies beat EPS estimates, with 8 showing Y/Y earnings growth. Constellation Energy (CEG) and Ferguson Enterprises (FERG) rose over 10% after strong results. Applied Materials (AMAT) and Cisco (CSCO) also reported beats, while Take-Two (TTWO) fell despite a GTA 6 update. Key financials and guidance were provided.
Paisley James A. (Chief Digital & Info. Officer) sold 2,300 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $258.59 ($0.59M total) on 2026-11-10.
Winckler Richard (CAO & SVP Finance) sold 919 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $259.32 ($0.24M total) on 2026-11-10.
Over the past 7 days, AlphAI's AI scored 16 news stories mentioning FERG (Ferguson Enterprises Inc. /DE/). Coverage has skewed bullish: 15 bullish, 1 neutral, and 0 bearish.
Recent FERG coverage spans earnings, insider activity and market movers.
In the last 30 days, FERG insiders filed 10 SEC Form 4 transactions — no purchases and 10 sales ($2.2M). The most active reporter was Graham Ian T., See Remarks, with 2 filings. 80% of those filings were made under pre-arranged Rule 10b5-1 plans.
Positive momentum expected from strong sales and raised outlook.
Insider sale may cause slight downward pressure.
Winckler Richard (CAO & SVP Finance) sold 919 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $259.32 ($0.24M total) on 2026-11-10.
Guidance raise suggests stronger revenue outlook, but higher debt and paused buybacks add caution.
Strong earnings and guidance raise expectations for Ferguson, likely prompting buying interest.
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.
All 10 reporting companies beat EPS estimates, with 8 showing Y/Y earnings growth. Constellation Energy (CEG) and Ferguson Enterprises (FERG) rose over 10% after strong results. Applied Materials (AMAT) and Cisco (CSCO) also reported beats, while Take-Two (TTWO) fell despite a GTA 6 update. Key financials and guidance were provided.
Paisley James A. (Chief Digital & Info. Officer) sold 2,300 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $258.59 ($0.59M total) on 2026-11-10.
Winckler Richard (CAO & SVP Finance) sold 919 shares of Ferguson Enterprises Inc. /DE/ (FERG) at $259.32 ($0.24M total) on 2026-11-10.
Ferguson plc reported Q3 2026 revenue growth of 9.5%, with non-residential and industrial segments outperforming. The company raised full-year net sales guidance to 7% and expects continued pressure on residential construction. Gross margin was 30.9%, supported by value-added solutions. Management paused share repurchases to manage leverage post-acquisition but expects to resume them as net debt trends back toward 1.0x.
Ferguson (FERG) reported Q3 2026 operating profit of $962M, up 9% YoY, with EPS growth of 8%. The company completed 3 acquisitions, including FloWorks, and raised full-year guidance. U.S. business grew 10.2%, with strong performance in Commercial/Mechanical and Industrial segments. Total sales were $9B, up 9.5% YoY, with net debt to EBITDA at 1.7x.
Sterling (STRL), Gray Television (GTN), Ferguson Enterprises (FERG), The Trade Desk (TTD), and Bloom Energy (BE) stocks rose due to falling oil prices easing AI data center cost concerns. Brent crude dropped 4% to $94/barrel, WTI fell 3% to $87/barrel. Lower energy prices benefit energy-intensive sectors, reducing construction budget worries. TTD shares are highly volatile, down 59.7% YTD, trading 65.6% below 52-week high.
Ferguson (FERG) shares rose 12% after Q3 sales hit $9.0B, beating estimates, and raising full-year guidance to 7% growth. Non-residential sales surged 15%, while residential grew 6% in a weak market. Net debt increased to 1.7x EBITDA, pausing buybacks. Peers Core & Main (CNM) and Watsco (WSO) reported similar trends.
Ferguson Enterprises Inc. /DE/ (FERG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Ferguson Reports Third Quarter Ended September 30, 2026 Strong Execution Drives Continued Outperformance; Full Year Guidance Raised Third quarter highlights - Sales of $9.0 billion, increased 9.5%, including 7.0% organic growth. - Gross margin of 30.9%, down 40 bps f
Ferguson Enterprises (NYSE: FERG) declared a quarterly dividend of $0.89 per share, payable on January 8, 2027, to shareholders of record on November 20, 2026. The company is a leading distributor of water and air solutions in North America, with $31.3 billion in sales for CY'25.
Analysts made several calls on Tuesday. DA Davidson upgraded Broadcom to buy, citing its relationship with Anthropic. Loop initiated Trimble at buy, finding it inexpensive. Goldman Sachs raised Apple's price target to $390. RBC initiated Ermenegildo Zegna at outperform. Bank of America added SpaceX to its top picks. Citigroup upgraded MercadoLibre and Ferguson to buy. Bernstein reiterated CoreWeave as underperform but raised its target. Rosenblatt raised Palantir's target to $260.
