Director open-market purchases post-strong earnings and guidance raise signal confidence. Monitor for additional insider buying or any M&A updates (AMS acquisition closing expected before year-end).
Price Chart
Executive Summary
Two directors at H.B. Fuller made open-market purchases totaling ~$102K on September 29, 2026, just days after the company reported strong Q3 results (revenue +5.2% YoY, adjusted EPS +21% YoY, record adjusted EBITDA margin of 19.9%). The purchases follow an earnings beat and raised guidance, suggesting insider confidence in the company's trajectory.
Key Financial Metrics
Key Facts
- Director Charles T. Lauber purchased 2,000 shares at $49.87 for ~$100K on 2026-09-29.
- Director Srilata Zaheer purchased 40 shares at $49.97 for ~$2K on 2026-09-29.
- Total open-market purchases: ~$102K, representing ~0.03% of market cap (~$3.3B).
- Purchases occurred 5 days after Q3 earnings: revenue $938M (+5.2% YoY), adjusted EPS $1.52 (+21% YoY), record adjusted EBITDA margin 19.9%.
- Company raised FY2026 adjusted EPS guidance to $4.70-$4.85 and adjusted EBITDA guidance to $655M-$670M.
- Net debt-to-adjusted EBITDA improved to 3.0x from 3.3x a year ago.
Financial Impact
~$102K in insider purchases, ~0.03% of market cap
Risk Factors
- Purchase size is small relative to market cap (~0.03%), limiting signal strength.
- Director purchases carry less weight than C-suite buys; no CEO/CFO buying in this cluster.
- Guidance implies only modest H2 acceleration — adjusted EBITDA midpoint of $662.5M vs. trailing run-rate.
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-FUL-1790781357665 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 8-K | $50.89 | awaiting T+5 | — | $49.55 (−2.63%) |
Oct 19, 2026 8d ago | 8-K | $51.06 $49.13 | ▼ −3.78% | ▼ −3.63% | $49.55 (−2.96%) |
Oct 9, 2026 18d ago | 8-K | $49.56 $51.32 | ▲ +3.55% | ▲ +5.52% | $49.55 (−0.02%) |
Oct 6, 2026 21d ago | 8-K | $50.63 $50.44 | ▼ −0.38% | ▼ −0.24% | $49.55 (−2.13%) |
Oct 1, 2026 26d ago | Insider Cluster | $50.23 $50.44 | ▲ +0.42% | ▼ −0.88% | $49.55 (−1.35%) |
Oct 1, 2026 26d ago | Insider Cluster | $50.23 $50.44 | ▲ +0.42% | ▼ −0.88% | $49.55 (−1.35%) |
Sep 30, 2026 27d ago | Insider Cluster | $49.47 $49.91 | ▲ +0.89% | ▼ −1.02% | $49.55 (+0.16%) |
Sep 28, 2026 29d ago | 8-K | $49.37 $50.44 | ▲ +2.17% | ▲ +0.96% | $49.55 (+0.36%) |
Sep 24, 2026 4w ago | 8-K | $50.00 $50.23 | ▲ +0.46% | ▲ +0.88% | $49.55 (−0.90%) |
Jul 20, 2026 14w ago | 8-K | $55.43 $55.70 | ▲ +0.49% | ▲ +0.91% | $49.55 (−10.61%) |
US Market Status
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