Kestra Advisory Services LLC Acquires 6,303 Shares of Ferguson plc $FERG

Kestra Advisory Services LLC increased its holdings in Ferguson plc (NYSE:FERG) by 21.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 35,366 shares of the company’s stock after purchasing an additional 6,303 shares during the period. Kestra Advisory Services LLC’s holdings in Ferguson were worth $7,873,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Jupiter Topco LLC bought a new stake in Ferguson in the second quarter worth $1,789,368,000. Janus Henderson Group PLC boosted its holdings in Ferguson by 2.1% during the 1st quarter. Janus Henderson Group PLC now owns 6,107,108 shares of the company’s stock valued at $1,424,075,000 after acquiring an additional 125,317 shares during the period. State Street Corp grew its position in Ferguson by 1.1% during the 2nd quarter. State Street Corp now owns 4,619,995 shares of the company’s stock worth $1,100,474,000 after acquiring an additional 48,544 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Ferguson by 0.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,055,351 shares of the company’s stock worth $487,796,000 after purchasing an additional 16,866 shares during the period. Finally, W1M Asset Management Ltd boosted its stake in shares of Ferguson by 6.2% during the second quarter. W1M Asset Management Ltd now owns 1,980,510 shares of the company’s stock valued at $469,945,000 after purchasing an additional 116,418 shares during the period. Hedge funds and other institutional investors own 81.98% of the company’s stock.

Key Ferguson News

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson reported third-quarter adjusted earnings of $3.43 per share, ahead of the $3.28 consensus, on $9.03 billion in revenue. Sales grew across both non-residential and residential markets, and management raised its 2026 guidance—signals that could support investor confidence in growth. Ferguson third-quarter results
• Positive Sentiment: Analysts raised their price targets: Barclays to $314 with an overweight rating, Baird to $300 and Oppenheimer to $296, both with outperform ratings. UBS lifted its target to $270 but maintained a neutral rating. The target increases suggest improved expectations, although UBS’s stance is more cautious. Barclays recommendations
• Neutral Sentiment: An analysis noted that Ferguson maintained operating margins despite a flat construction backdrop and supplier-cost pressure, reflecting cost discipline and pricing power. It also cautioned that the stock’s valuation is elevated, which could limit further upside. Ferguson analysis

Insiders Place Their Bets

In other news, insider Allison Stirrup sold 922 shares of the stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $225.00, for a total value of $207,450.00. Following the sale, the insider directly owned 7,038 shares of the company’s stock, valued at approximately $1,583,550. This represents a 11.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO William Thees, Jr. sold 353 shares of the firm’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $224.50, for a total value of $79,248.50. Following the transaction, the chief operating officer owned 31,745 shares of the company’s stock, valued at $7,126,752.50. The trade was a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 38,808 shares of company stock valued at $8,571,587. Company insiders own 0.15% of the company’s stock.

Ferguson Trading Down 0.2%

NYSE:FERG opened at $259.36 on Wednesday. The firm has a market capitalization of $50.17 billion, a P/E ratio of 30.48, a PEG ratio of 1.87 and a beta of 1.11. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.74 and a quick ratio of 0.93. Ferguson plc has a one year low of $212.13 and a one year high of $271.64. The company’s 50-day simple moving average is $226.72 and its 200 day simple moving average is $237.25.

Ferguson (NYSE:FERG) last announced its earnings results on Monday, November 9th. The company reported $3.43 earnings per share for the quarter, beating analysts’ consensus estimates of $3.28 by $0.15. Ferguson had a net margin of 6.73% and a return on equity of 37.69%. The business had revenue of $9.03 billion during the quarter. As a group, analysts forecast that Ferguson plc will post 11.42 EPS for the current fiscal year.

Ferguson Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 8th. Shareholders of record on Friday, November 20th will be paid a dividend of $0.89 per share. The ex-dividend date is Friday, November 20th. This represents a $3.56 dividend on an annualized basis and a yield of 1.4%. Ferguson’s payout ratio is presently 41.83%.

Wall Street Analyst Weigh In

Several brokerages have weighed in on FERG. Robert W. Baird raised their price target on shares of Ferguson from $288.00 to $300.00 and gave the stock an “outperform” rating in a report on Tuesday. Bank of America cut their target price on Ferguson from $325.00 to $315.00 in a research note on Tuesday, August 18th. Morgan Stanley increased their price objective on Ferguson from $290.00 to $295.00 in a report on Wednesday, August 19th. Citigroup raised Ferguson from a “neutral” rating to a “buy” rating and boosted their target price for the company from $285.00 to $288.00 in a research note on Tuesday, October 27th. Finally, Melius Research started coverage on Ferguson in a research note on Tuesday, October 6th. They issued a “hold” rating and a $252.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Ferguson has a consensus rating of “Moderate Buy” and a consensus target price of $289.50.

Ferguson Company Profile

Ferguson plc is a distributor of plumbing, heating, ventilation and air conditioning (HVAC), waterworks, and fire protection products. It supplies contractors and other professional customers with products, services, and expertise for residential, commercial, industrial, and infrastructure projects. The company serves customers primarily in the United States and Canada through branches, distribution centers, and digital channels. Its offerings include pipes, valves and fittings, plumbing fixtures, HVAC equipment, water and wastewater products, and fire protection systems.