H. B. Fuller (NYSE:FUL) Shares Gap Down – Time to Sell?

H. B. Fuller Company (NYSE:FUL)’s stock price gapped down before the market opened on Thursday . The stock had previously closed at $64.60, but opened at $61.42. H. B. Fuller shares last traded at $59.2640, with a volume of 119,290 shares trading hands.

Key Stories Impacting H. B. Fuller

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: J.P. Morgan upgraded H. B. Fuller (FUL) from neutral to overweight and lifted its price target to $67 from $58, citing optimism around EBITDA growth. Benzinga report on JPMorgan upgrade
• Positive Sentiment: The company reported strong Q2 results, with EPS of $1.41 and revenue of $950.3 million, both above expectations, which supports the stock’s recent strength. Zacks earnings beat article
• Neutral Sentiment: H. B. Fuller announced a recommended cash offer to acquire Advanced Medical Solutions Group for about $942 million including debt, reinforcing its push into medical adhesives but also adding integration and financing risk. BusinessWire acquisition announcement
• Neutral Sentiment: The company also outlined a FY2026 EBITDA target range of $650 million to $675 million as it advances the AMS deal, which gives investors a clearer outlook but does not remove acquisition uncertainty. Seeking Alpha EBITDA guidance article
• Negative Sentiment: Some investors and activists criticized the AMS purchase as too expensive or risky, and the stock sold off as shareholders weighed the deal’s size and execution risk. Ancora statement on acquisition opposition

Analyst Ratings Changes

Several analysts have issued reports on the stock. The Goldman Sachs Group set a $67.00 price target on shares of H. B. Fuller in a report on Friday. Wall Street Zen upgraded H. B. Fuller from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Vertical Research raised H. B. Fuller from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 27th. UBS Group set a $69.00 target price on H. B. Fuller in a report on Friday. Finally, JPMorgan Chase & Co. raised H. B. Fuller from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $58.00 to $67.00 in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, H. B. Fuller has an average rating of “Moderate Buy” and an average price target of $66.33.

H. B. Fuller Stock Performance

The firm has a market cap of $3.44 billion, a PE ratio of 20.86, a P/E/G ratio of 0.81 and a beta of 0.96. The stock has a 50-day moving average price of $61.64 and a 200 day moving average price of $61.30. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.80 and a quick ratio of 1.15.

H. B. Fuller (NYSE:FUL) last issued its quarterly earnings results on Wednesday, June 24th. The specialty chemicals company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.37 by $0.04. The firm had revenue of $950.27 million for the quarter, compared to analyst estimates of $924.83 million. H. B. Fuller had a return on equity of 12.18% and a net margin of 5.29%.The firm’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period last year, the company earned $1.18 EPS. H. B. Fuller has set its FY 2026 guidance at 4.600-4.900 EPS. Research analysts forecast that H. B. Fuller Company will post 4.78 earnings per share for the current year.

H. B. Fuller Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, May 14th. Investors of record on Thursday, April 30th were given a $0.245 dividend. This is a boost from H. B. Fuller’s previous quarterly dividend of $0.23. This represents a $0.98 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Thursday, April 30th. H. B. Fuller’s dividend payout ratio is 32.34%.

Insider Transactions at H. B. Fuller

In related news, CEO Celeste Beeks Mastin bought 5,170 shares of the stock in a transaction that occurred on Tuesday, April 7th. The stock was purchased at an average cost of $57.08 per share, for a total transaction of $295,103.60. Following the completion of the acquisition, the chief executive officer owned 8,670 shares in the company, valued at $494,883.60. This trade represents a 147.71% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 1.83% of the company’s stock.

Hedge Funds Weigh In On H. B. Fuller

A number of hedge funds have recently made changes to their positions in the stock. Dimensional Fund Advisors LP raised its position in shares of H. B. Fuller by 5.4% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,608,006 shares of the specialty chemicals company’s stock worth $160,854,000 after buying an additional 132,558 shares during the period. Capital World Investors boosted its holdings in H. B. Fuller by 0.5% in the third quarter. Capital World Investors now owns 2,583,213 shares of the specialty chemicals company’s stock valued at $153,133,000 after acquiring an additional 12,720 shares during the last quarter. Cooke & Bieler LP grew its position in H. B. Fuller by 13.3% during the fourth quarter. Cooke & Bieler LP now owns 1,677,674 shares of the specialty chemicals company’s stock valued at $99,754,000 after acquiring an additional 196,644 shares during the period. Victory Capital Management Inc. increased its stake in H. B. Fuller by 5.7% during the fourth quarter. Victory Capital Management Inc. now owns 1,228,068 shares of the specialty chemicals company’s stock worth $73,021,000 after acquiring an additional 66,686 shares during the last quarter. Finally, UBS Group AG increased its stake in H. B. Fuller by 35.0% during the fourth quarter. UBS Group AG now owns 1,108,261 shares of the specialty chemicals company’s stock worth $65,897,000 after acquiring an additional 287,390 shares during the last quarter. Institutional investors and hedge funds own 95.93% of the company’s stock.

About H. B. Fuller

H. B. Fuller Company, founded in 1887 and headquartered in St. Paul, Minnesota, is a global adhesives and specialty chemical solutions provider serving a wide array of industries. The company develops, manufactures and markets adhesive technologies, sealants, polymers and related chemical products designed to enhance product performance, sustainability and manufacturing efficiency.

Fuller’s product portfolio spans multiple market segments, including packaging and converting, general industrial assembly, electronics, transportation, hygiene and construction.