Market Cap
$43.1B
FERG
Ferguson Enterprises Inc. /DE/
$224.09 ▲ +1.17%
Prev close $221.49Market cap$43.1B
ConsensusBuy
12-mo target$287.48 (+28.3%)
▲ Bullish
Analyst conviction 7/10
High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (2) Industrials & Manufacturing
Snapshot
The big-picture read on FERG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$31.9B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $1.2M sell
Insider Net $
-$1.2M
Social Sentiment
50° Neutral
SEC Reports
5
Congressional
2 trades
Price chart 30d +1.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Aug 28, 2026 SEC Short Volume: FERG — 69.9% short (0.4M / 0.5M)
Short: 374,838 | Exempt: 12 | TRF Vol: 536,569 | Short Ratio: 69.9% | Off-exchange volume (dark pool
Jake Schlicher, an officer of Ferguson Enterprises, filed a Form 144 notice of intent to sell 5,177 shares of common sto
144 — Impact 2/10
Aug 28, 2026 Insider
Aug 10, 2026 SEC Schlicher Jake sold 5,177 shares
Chief Strategy Officer @ $230.92 ($1.2M)
Ferguson (FERG) reported FQ2 2026 (ended June 30) results with net sales of $8.75B, +4.6% YoY, and diluted GAAP EPS of $
8-K — Impact 6/10
Aug 10, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Jul 16, 2026 Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House
Jul 9, 2026 Insider
METCALF JAMES S was granted 7.324 shares
Director @ $224.20 ($1.6K)
Jul 9, 2026 Insider
METCALF JAMES S was granted 17.42 shares
Director @ $222.60 ($3.9K)
Analyst ratings buy % -7.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
71% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 11, 2026 | Bernstein | MAINTAIN | Outperform | 51% |
| Aug 11, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 17, 2026 | Zelman & Assoc | UPGRADE | Outperform | 61% |
| Jul 7, 2026 | Goldman Sachs | DOWNGRADE | Neutral | 54% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 8 | 14 | 9 | 0 | 0 | 71% | |
| Aug 1, 2026 | 8 | 13 | 9 | 0 | 0 | 70% | |
| Jul 1, 2026 | 9 | 14 | 8 | 0 | 0 | 74% | |
| 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% |
Price targets
Where 21 covering analysts think FERG trades over the next 12 months.
$287.48 +28.3% upside Strong Buy
Current$224.09 Low$235.00 Median$290.00 High$325.00 21 analysts
$235.00$325.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 3 neutral · avg impact 4.2/10.
NEUTRAL1442/10
Jake Schlicher, an officer of Ferguson Enterprises, filed a Form 144 notice of intent to sell 5,177
Aug 28, 2026
MIXED8-K6/10
Ferguson (FERG) reported FQ2 2026 (ended June 30) results with net sales of $8.75B, +4.6% YoY, and d
Aug 10, 2026
BULLISHINST-CLUSTER7/10
A massive institutional cluster of 80 funds initiated entirely new positions in Ferguson Enterprises
Jun 12, 2026
NEUTRALDEFA14A3/10
Ferguson Enterprises Inc. filed its definitive proxy materials and transition report ahead of its 20
Mar 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: FERG — 69.9% short (0.4M / 0.5M)
Short: 374,838 | Exempt: 12 | TRF Vol: 536,569 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: FERG — 64.9% short (0.4M / 0.6M)
Short: 393,288 | Exempt: 0 | TRF Vol: 606,319 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: FERG — 62.8% short (0.5M / 0.9M)
Short: 544,507 | Exempt: 292 | TRF Vol: 867,592 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: FERG — 66.7% short (0.5M / 0.7M)
Short: 454,517 | Exempt: 1,190 | TRF Vol: 681,857 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: FERG — 72.2% short (0.4M / 0.5M)
Short: 391,552 | Exempt: 706 | TRF Vol: 542,505 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.30 | $3.23–$3.42 | — | -0.1% | 8↑ 2↓ | $8.6B | 11 |
| Next Q | $2.39 | $2.26–$2.52 | 13.8% | -0.2% | 4↑ 5↓ | $8.0B | 11 |
| Current FY | $11.31 | $10.88–$11.47 | 6.9% | +0.0% | 10↑ 2↓ | $32.9B | 14 |
| Next FY | $12.53 | $12.14–$13.29 | 10.8% | -0.3% | 8↑ 3↓ | $34.8B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.305 | — |
| 7d ago | $3.305 | — |
| 30d ago | $3.308 | -0.003 |
| 60d ago | $3.292 | +0.013 |
| 90d ago | $3.296 | +0.009 |
Institutional ownership
Which big funds own FERG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $31.9B total value (134,257,149 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 11,489,134 | $2.7B | 8.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,138,286 | $2.2B | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,754,927 | $2.1B | 6.5% | — |
| FMR LLC | 7,559,923 | $1.8B | 5.6% | — |
| Jupiter Topco LLC | 7,538,616 | $1.8B | 5.6% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 7,209,558 | $1.7B | 5.4% | — |
| Bank of New York Mellon Corp | 4,835,856 | $1.1B | 3.6% | — |
| STATE STREET CORP | 4,619,995 | $1.1B | 3.5% | — |
| WCM INVESTMENT MANAGEMENT, LLC | 4,182,592 | $998.0M | 3.1% | — |
| FRANKLIN RESOURCES INC | 3,842,652 | $912.2M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,029,896 | 3,819,779 | +270.9% | $906.5M |
| GOLDMAN SACHS GROUP INC | ADD | 1,881,271 | 2,414,287 | +28.3% | $573.0M |
| Pictet Asset Management Holding SA | TRIM | 2,868,181 | 2,116,869 | -26.2% | $502.4M |
| MARSHALL WACE, LLP | DOUBLED | 814,697 | 2,001,407 | +145.7% | $475.0M |
| NORGES BANK | NEW | — | 1,786,384 | — | $424.0M |
| Holocene Advisors, LP | ADD | 973,878 | 1,298,505 | +33.3% | $308.2M |
| D1 Capital Partners L.P. | DOUBLED | 349,347 | 1,282,038 | +267.0% | $304.3M |
| MORGAN STANLEY | ADD | 773,132 | 1,169,706 | +51.3% | $277.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | DOUBLED | 225,514 | 1,109,410 | +391.9% | $263.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | ADD | 786,538 | 1,080,704 | +37.4% | $256.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$1.2M — $0.00 bought, $1.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Schlicher Jake | Chief Strategy Officer | SELL | 5,177 | $230.92 | $1.2M |
| Jul 9, 2026 | METCALF JAMES S | Director | AWARD | 7.324 | $224.20 | $1.6K |
| Jul 9, 2026 | METCALF JAMES S | Director | AWARD | 17.42 | $222.60 | $3.9K |
| Jul 9, 2026 | Paisley James A. | See Remarks | AWARD | 2.858 | $224.19 | $640.74 |
| Jul 9, 2026 | Halligan Catherine Ann | Director | AWARD | 7.309 | $224.20 | $1.6K |
| Jul 9, 2026 | Baker Kelly A | Director | AWARD | 4.005 | $224.20 | $897.92 |
| Jul 8, 2026 | Baker Kelly A | Director | AWARD | 1.469 | $220.62 | $323.98 |
| Jul 8, 2026 | Halligan Catherine Ann | Director | AWARD | 3.743 | $221.19 | $827.98 |
| 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 |
Congressional trades
FERG trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Ferguson PLC | Sep 7, 2026(29d) |
| Jul 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Ferguson PLC | Sep 7, 2026(54d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FERG.
Shares short
5,851,630
Settlement Sep 15, 2026
Change vs prior
+5.0%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All FERG filing & press-release reports (5)
- 144 reportAug 28, 2026
- 8-K reportAug 10, 2026
- INST-CLUSTER reportJun 12, 2026
- DEFA14A reportMar 16, 2026
- DEFA14A reportMar 16, 2026