FERG
Ferguson Enterprises Inc. /DE/
$230.08
+0.90%
$45.0B
No data for this timeframe.
Vol
Market Cap$45.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (74%)
Inst. Holders50 funds
Inst. Value$27.0B
Inst. Activity35 buys / 15 sells
SEC Reports3
Exchange NYSE·Sector Wholesale-Hardware & Plumbing & Heating Equipment & Supplies·Inc. DE·CIK 0002011641·Prev Close $228.03
Recent Activity
Jun 12, 2026
SEC
A massive institutional cluster of 80 funds initiated entirely new positions in Ferguson Enterprises in Q3 2024, aggrega
INST-CLUSTER — Impact 7/10
Jun 1, 2026
earnings_calendar
FERG Q3 2026 Earnings Scheduled — 2026-06-01
May 28, 2026
Insider
Brundage William was granted 68 shares
Chief Financial Officer @ $132.23 ($9.0K)
May 28, 2026
Insider
Camposano Robert Anthony Jr. was granted 68 shares
Senior VP - Waterworks @ $132.23 ($9.0K)
May 28, 2026
Insider
Schlicher Jake was granted 68 shares
Chief Strategy Officer @ $132.23 ($9.0K)
Mar 16, 2026
SEC
Ferguson Enterprises Inc. filed its definitive proxy materials and transition report ahead of its 2026 annual meeting of
DEFA14A — Impact 3/10
Mar 16, 2026
SEC
This is a definitive proxy statement for Ferguson Enterprises Inc.'s 2026 Annual Meeting. The filing contains proposals
DEFA14A — Impact 3/10
Inst.
Durable Capital Partners LP — ADD
2,191,975 shares ($511.3M)
Price Targets
$284.57
+23.7% upside
Strong Buy
Current $230.08
Low $225.00
Median $285.00
High $325.00
21 analysts
$225.00
$325.00
Analyst Ratings
9Strong Buy
14Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 6, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Feb 26, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.29 | $3.00 — $3.40 | 18 | |
| Next Q | $3.30 ▲ +1.5% | $3.18 — $3.43 | 18 | |
| Current FY | $11.29 ▲ +1.5% | $10.97 — $11.55 | 7% YoY | 23 |
| Next FY | $12.53 ▲ +1.3% | $12.00 — $13.29 | 11% YoY | 24 |
Latest Reports
BULLISH
INST-CLUSTER
7/10
A massive institutional cluster of 80 funds initiated entirely new positions in Ferguson Enterprises in Q3 2024, aggrega
Jun 12, 2026
NEUTRAL
DEFA14A
3/10
Ferguson Enterprises Inc. filed its definitive proxy materials and transition report ahead of its 2026 annual meeting of
Mar 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $2.7B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | — |
| WELLINGTON MANAGEMENT GROUP LLP | $2.0B | — |
| FMR LLC | $1.8B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | Brundage William | A | $9.0K |
| May 28, 2026 | Camposano Robert | A | $9.0K |
| May 28, 2026 | Schlicher Jake | A | $9.0K |
| May 28, 2026 | Murphy Kevin | A | $9.0K |
| May 28, 2026 | Stirrup Allison | A | $18.0K |
50 institutional holders with $27.0B total value (116,039,029 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11,646,817 | $2.7B | 10.1% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 9,162,745 | $2.1B | 7.9% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 8,760,376 | $2.0B | 7.6% | — |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 8,488,321 | $2.0B | 7.3% | — |
| 5 | FMR LLC | 7,847,306 | $1.8B | 6.8% | — |
| 6 | JANUS HENDERSON GROUP PLC | 6,107,108 | $1.4B | 5.3% | — |
| 7 | STATE STREET CORP | 4,571,451 | $1.1B | 4.0% | — |
| 8 | FRANKLIN RESOURCES INC | 4,247,747 | $990.8M | 3.7% | — |
| 9 | WCM INVESTMENT MANAGEMENT, LLC | 4,348,417 | $972.5M | 3.6% | — |
| 10 | Pictet Asset Management Holding SA | 2,868,181 | $668.8M | 2.5% | — |
| 11 | PARNASSUS INVESTMENTS, LLC | 2,609,159 | $608.6M | 2.3% | — |
| 12 | Soroban Capital Partners LP | 2,398,367 | $559.4M | 2.1% | — |
| 13 | Invesco Ltd. | 2,250,331 | $524.9M | 1.9% | — |
| 14 | Durable Capital Partners LP | 2,191,975 | $511.3M | 1.9% | ADD +40.4% |
| 15 | Capital Research Global Investors | 2,094,879 | $488.6M | 1.8% | — |
| 16 | ROYAL BANK OF CANADA | 2,038,769 | $475.6M | 1.8% | — |
| 17 | GOLDMAN SACHS GROUP INC | 1,881,271 | $438.8M | 1.6% | — |
| 18 | London & Capital Asset Management Ltd | 1,864,092 | $435.1M | 1.6% | — |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,850,530 | $434.1M | 1.6% | DOUBLED +110.9% |
| 20 | BARCLAYS PLC | 1,766,120 | $412.0M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Durable Capital Partners LP | ADD | 1,561,342 | 2,191,975 | +40.4% | $511.3M | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | DOUBLED | 877,633 | 1,850,530 | +110.9% | $434.1M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 532,750 | 1,140,984 | +114.2% | $266.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 277,237 | 1,125,222 | +305.9% | $262.4M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 717,140 | 1,029,896 | +43.6% | $240.2M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 725,658 | 973,878 | +34.2% | $227.2M | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 12,940 | 786,538 | +5978.3% | $183.5M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 33,417 | 786,825 | +2254.6% | $180.0M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 319,691 | 753,901 | +135.8% | $175.9M | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | TRIM | 978,046 | 683,701 | -30.1% | $159.5M | 2026-Q1 |
| Egerton Capital (UK) LLP | TRIM | 1,008,314 | 634,258 | -37.1% | $147.9M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 272,289 | 547,072 | +100.9% | $127.6M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 663,843 | 433,274 | -34.7% | $101.1M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 220,817 | 365,997 | +65.7% | $85.4M | 2026-Q1 |
| D1 Capital Partners L.P. | NEW | — | 349,347 | — | $81.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 426,939 | 275,015 | -35.6% | $64.1M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 341,170 | 235,482 | -31.0% | $54.9M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | DOUBLED | 78,484 | 205,122 | +161.4% | $47.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 763,874 | 202,263 | -73.5% | $47.2M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 128,447 | 163,005 | +26.9% | $38.0M | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | DOUBLED | 32,683 | 147,307 | +350.7% | $34.4M | 2026-Q1 |
| Assenagon Asset Management S.A. | DOUBLED | 7,416 | 112,971 | +1423.3% | $26.4M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEAR_EXIT | 451,415 | 104,718 | -76.8% | $24.4M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 54,907 | 86,957 | +58.4% | $20.3M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 133,493 | 83,809 | -37.2% | $19.5M | 2026-Q1 |
18 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | Brundage William | Chief Financial Officer | AWARD | 68 | $132.23 | $9.0K |
| May 28, 2026 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | AWARD | 68 | $132.23 | $9.0K |
| May 28, 2026 | Schlicher Jake | Chief Strategy Officer | AWARD | 68 | $132.23 | $9.0K |
| May 28, 2026 | Murphy Kevin Michael | See Remarks | AWARD | 68 | $132.23 | $9.0K |
| May 28, 2026 | Stirrup Allison | Chief Human Resources Officer | AWARD | 136 | $132.23 | $18.0K |
| May 28, 2026 | Thees William T. Jr | Chief Operating Officer | AWARD | 68 | $132.23 | $9.0K |
| May 6, 2026 | Wood Suzanne H | Director | AWARD | 751 | — | — |
| May 6, 2026 | Murray Alan J. | Director | AWARD | 751 | — | — |
| May 6, 2026 | METCALF JAMES S | Director | AWARD | 751 | — | — |
| May 6, 2026 | May Brian | Director | AWARD | 742 | — | — |
| May 6, 2026 | Halligan Catherine Ann | Director | AWARD | 751 | — | — |
| May 6, 2026 | Drabble Geoff | Director | AWARD | 742 | — | — |
| May 6, 2026 | BECKWITT RICHARD | Director | AWARD | 751 | — | — |
| May 6, 2026 | Baker Kelly A | Director | AWARD | 751 | — | — |
| May 6, 2026 | Agrawal Rekha | Director | AWARD | 751 | — | — |
| May 1, 2026 | METCALF JAMES S | Director | AWARD | 14.485 | $266.81 | $3.9K |
| Apr 30, 2026 | Agrawal Rekha | Director | AWARD | 2 | — | — |
| Apr 30, 2026 | BECKWITT RICHARD | Director | AWARD | 2 | — | — |
| Apr 30, 2026 | Drabble Geoff | Director | AWARD | 3 | — | — |
| Apr 30, 2026 | Drabble Geoff | Director | TAX W/H | 98 | $255.08 | $25.0K |
| Apr 30, 2026 | Halligan Catherine Ann | Director | AWARD | 3.132 | $263.51 | $825.21 |
| Apr 30, 2026 | May Brian | Director | AWARD | 3 | — | — |
| Apr 30, 2026 | May Brian | Director | TAX W/H | 98 | $255.08 | $25.0K |
| Apr 30, 2026 | METCALF JAMES S | Director | AWARD | 2 | — | — |
| Apr 30, 2026 | Murray Alan J. | Director | AWARD | 2 | — | — |
| Apr 30, 2026 | Wood Suzanne H | Director | AWARD | 2 | — | — |
| Apr 29, 2026 | Halligan Catherine Ann | Director | AWARD | 5.236 | $255.47 | $1.3K |
| Apr 29, 2026 | METCALF JAMES S | Director | AWARD | 5.249 | $255.47 | $1.3K |
| Apr 29, 2026 | Paisley James A. | See Remarks | AWARD | 2.499 | $255.51 | $638.52 |
| Mar 12, 2026 | Graham Ian T. | See Remarks | AWARD | 1,942 | — | — |
| Mar 12, 2026 | Brundage William | Chief Financial Officer | AWARD | 4,015 | — | — |
| Mar 12, 2026 | Thees William T. Jr | Chief Operating Officer | AWARD | 4,653 | — | — |
| Mar 12, 2026 | Brundage William | Chief Financial Officer | AWARD | 8,242 | — | — |
| Mar 12, 2026 | Winckler Richard | Chief Accounting Officer | AWARD | 819 | — | — |
| Mar 12, 2026 | Schlicher Jake | Chief Strategy Officer | AWARD | 4,653 | — | — |
| Mar 12, 2026 | Murphy Kevin Michael | See Remarks | AWARD | 13,923 | — | — |
| Mar 12, 2026 | Thees William T. Jr | Chief Operating Officer | AWARD | 2,266 | — | — |
| Mar 12, 2026 | Paisley James A. | See Remarks | AWARD | 1,780 | — | — |
| Mar 12, 2026 | Paisley James A. | See Remarks | AWARD | 3,655 | — | — |
| Mar 12, 2026 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | AWARD | 3,988 | — | — |
| Mar 12, 2026 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | AWARD | 1,942 | — | — |
| Mar 12, 2026 | Stirrup Allison | Chief Human Resources Officer | AWARD | 3,655 | — | — |
| Mar 12, 2026 | Stirrup Allison | Chief Human Resources Officer | AWARD | 1,780 | — | — |
| Mar 12, 2026 | Murphy Kevin Michael | See Remarks | AWARD | 28,582 | — | — |
| Mar 12, 2026 | Graham Ian T. | See Remarks | AWARD | 3,988 | — | — |
| Mar 12, 2026 | Schlicher Jake | Chief Strategy Officer | AWARD | 2,266 | — | — |
| Feb 27, 2026 | Baker Kelly A | Director | AWARD | 1.224 | $262.85 | $321.78 |
| Feb 27, 2026 | METCALF JAMES S | Director | AWARD | 14.705 | $261.93 | $3.9K |
| Feb 27, 2026 | Halligan Catherine Ann | Director | AWARD | 3.173 | $259.18 | $822.35 |
| Feb 26, 2026 | Paisley James A. | See Remarks | AWARD | 2.435 | $261.34 | $636.36 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.3/10.
BULLISH
INST-CLUSTER
7/10
A massive institutional cluster of 80 funds initiated entirely new positions in Ferguson Enterprises
Jun 12, 2026
NEUTRAL
DEFA14A
3/10
Ferguson Enterprises Inc. filed its definitive proxy materials and transition report ahead of its 20
Mar 16, 2026
NEUTRAL
DEFA14A
3/10
This is a definitive proxy statement for Ferguson Enterprises Inc.'s 2026 Annual Meeting. The filing
Mar 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (74% buy). Based on 31 analysts: 9 strong buy, 14 buy, 8 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$284.57 mean target
+23.7% upside
Strong Buy (3.00)
$225.00 Low
$325.00 High
| Metric | Value |
|---|---|
| Current Price | $230.08 |
| Target Low | $225.00 |
| Target Mean | $284.57 |
| Target Median | $285.00 |
| Target High | $325.00 |
| # Analysts | 21 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.29 | $3.00 | $3.40 | — | -0.4% | 9↑ 9↓ | $8.6B | — | 18 |
| Next Q 2026-09-30 |
$3.30 | $3.18 | $3.43 | — | +1.5% | 13↑ 5↓ | $8.6B | — | 18 |
| Current FY 2026-12-31 |
$11.29 | $10.97 | $11.55 | 6.7% | +1.5% | 16↑ 4↓ | $32.7B | 4.4% | 23 |
| Next FY 2027-12-31 |
$12.53 | $12.00 | $13.29 | 11.1% | +1.3% | 15↑ 3↓ | $34.5B | 5.6% | 24 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.285 | |
| 7d ago | $3.281 | +0.005 |
| 30d ago | $3.298 | -0.012 |
| 60d ago | $3.303 | -0.018 |
| 90d ago | $3.311 | -0.026 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 26, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 25, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 25, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 25, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 15, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 14 | 8 | 0 | 0 | 74% | |
| May 1, 2026 | 9 | 15 | 7 | 0 | 0 | 77% | |
| Apr 1, 2026 | 9 | 15 | 7 | 0 | 0 | 77% | |
| Mar 1, 2026 | 9 | 15 | 7 | 0 | 0 | 77% | |
| Feb 1, 2026 | 9 | 15 | 7 | 0 | 0 | 77% | |
| Jan 1, 2026 | 9 | 15 | 7 | 0 | 0 | 77% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 1, 2026
earnings_calendar
FERG Q3 2026 Earnings Scheduled — 2026-06-01
May 18, 2026
dark_pool
Dark Pool: FERG — 2.4M shares, 51,916 trades
Week starting 2026-05-18. Total ATS volume: 2,377,433 shares across 51,916 trades.
May 11, 2026
dark_pool
Dark Pool: FERG — 2.0M shares, 45,892 trades
Week starting 2026-05-11. Total ATS volume: 1,968,444 shares across 45,892 trades.
May 5, 2026
earnings_calendar
FERG Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: FERG — 2.2M shares, 50,856 trades
Week starting 2026-05-04. Total ATS volume: 2,163,017 shares across 50,856 trades.
May 1, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; The Peninsula Fund VII Limited Partnership
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; The Peninsula Fund VII Limited
May 1, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; The Peninsula Fund VII Limited Partnership
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; The Peninsula Fund VII Limited
Apr 27, 2026
short_interest
FTD: FERG — 47,000 shares ($12.4M) failed to deliver
Settlement: 20260427, Price: $263.59, FTD Value: $12,388,730, FERGUSON ENTERPRISES INC COM (
Apr 27, 2026
dark_pool
Dark Pool: FERG — 1.7M shares, 46,587 trades
Week starting 2026-04-27. Total ATS volume: 1,749,568 shares across 46,587 trades.
Apr 22, 2026
Enforcement
HSR Early Termination: Ferguson Enterprises Inc.; Michael Denis Hunt
The FTC granted early termination of the HSR Act waiting period for a transaction involving Ferguson Enterprises Inc.; Michael Denis Hunt.
Apr 20, 2026
dark_pool
Dark Pool: FERG — 2.5M shares, 43,297 trades
Week starting 2026-04-20. Total ATS volume: 2,509,067 shares across 43,297 trades.
Apr 13, 2026
dark_pool
Dark Pool: FERG — 1.9M shares, 51,822 trades
Week starting 2026-04-13. Total ATS volume: 1,888,023 shares across 51,822 trades.
Apr 6, 2026
dark_pool
Dark Pool: FERG — 2.1M shares, 43,616 trades
Week starting 2026-04-06. Total ATS volume: 2,052,660 shares across 43,616 trades.
Apr 2, 2026
short_interest
FTD: FERG — 2,251 shares ($0.5M) failed to deliver
Settlement: 20260402, Price: $239.06, FTD Value: $538,124.06, FERGUSON ENTERPRISES INC COM (
Apr 1, 2026
short_volume
Short Volume: FERG — 55.4% short (0.5M / 0.9M)
Short: 471,235 | Exempt: 150 | TRF Vol: 850,816 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: FERG — 61.9% short (0.4M / 0.7M)
Short: 419,580 | Exempt: 82 | TRF Vol: 678,382 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: FERG — 2.3M shares, 47,703 trades
Week starting 2026-03-30. Total ATS volume: 2,290,174 shares across 47,703 trades.
Mar 23, 2026
dark_pool
Dark Pool: FERG — 1.4M shares, 40,357 trades
Week starting 2026-03-23. Total ATS volume: 1,358,483 shares across 40,357 trades.