FUL
FULLER H B COPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- A Jun 26 JP Morgan upgrades
- S Aug 11 1 insider sell $593.3K at $62.06
- E Sep 23 Earnings: FUL Q3 2026 Earnings: EPS $1.52 (+2.8% vs est)
- R Sep 24 H.B. Fuller reported Q3 2026 adjusted EPS of $1.52, up 21% YoY and a…
- B Sep 28 to Oct 7 4 days of insider buys: $1.1M by 8 insiders, avg $49.66
- R Oct 6 H.B. Fuller commenced a $950 million private offering of senior unse…
- B Oct 16 1 insider buy $25.0K at $52.23
- R Oct 22 H.B. Fuller completed a $850M private offering of 7.625% senior unse…
Signal stack
Where each data set points today.
- InsidersMIXED
9 insiders bought $1.1M at an average $49.71. 1 insider sold $593.3K.
- InstitutionsMIXED
Q2 2026: 20 added (1 new), 19 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $13.1M.
- AnalystsBULLISH
10 of 12 rate it Buy or better. Every target is above the price.
- TrendRANGE
6% below its 50-day average. New closing low $49.13 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| Neuberger Berman Group LLC | ADD | $139.5M |
| MORGAN STANLEY | ADD | $49.5M |
| UBS Group AG | TRIM | $47.0M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | $45.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $24.0M |
| First Eagle Investment Management, LLC | ADD | $19.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | $13.1M |
| Verition Fund Management LLC | TRIM | $12.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
12 analystsPrice is below the lowest target. Median implies +32%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 21, 2026 | UBS MAINTAIN | Neutral |
| Sep 29, 2026 | Deutsche Bank MAINTAIN | Buy |
| Sep 28, 2026 | JP Morgan MAINTAIN | Overweight |
| Sep 28, 2026 | Citigroup MAINTAIN | Buy |
| Sep 25, 2026 | Baird MAINTAIN | Outperform |
| Jun 30, 2026 | Citigroup MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 23, 2026 | 🔒 Fresh data, subscribers only | AWARD | |
| Oct 23, 2026 | 🔒 Fresh data, subscribers only | AWARD | |
| Oct 16, 2026 | Malik Muhammad Shahbaz Senior VP, BAS | BUY | $25.0K |
| Oct 9, 2026 | Corkrean John J Executive VP and CFO | AWARD | $12.6K |
| Oct 9, 2026 | Campe Heather Sr. VP, International Growth | AWARD | $2.2K |
| Oct 7, 2026 | BAILLY R JEFFREY Director | BUY | $500.0K |
| Oct 4, 2026 | Ogunsanya Gregory O. Sr. VP, GC and Corp Secretary | AWARD | $953.80 |
| Oct 4, 2026 | Ogunsanya Gregory O. Sr. VP, GC and Corp Secretary | TAX W/H | $3.1K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
13 filings · 4 bullish · 0 bearish · 4 mixed · 5 neutral- MIXED 8-KOct 21, 2026
H.B. Fuller completed a $850M private offering of 7.625% senior unsecured notes due 2034, using…
Monitor AMS acquisition progress — if the deal closes, the $450M mandatory redemption is avoided and the full $850M becomes permanent high-coupon debt, increasing annual interest expense by ~$65M…
- NEUTRAL 8-KOct 19, 2026
H.B. Fuller's Board unanimously rejected Ancora Holdings Group's second unsolicited, non-binding…
Monitor for any definitive divestiture announcements from the market check by year-end 2026; the rejection of a ~$1.2B+ offer signals management believes BAS is worth more, but the market check for…
- NEUTRAL 8-KOct 9, 2026
H.B. Fuller priced $850 million of 7.625% senior unsecured notes due 2034 in a private offering to…
Monitor the closing of the AMS acquisition and H.B. Fuller's leverage profile post-financing. The 7.625% coupon is elevated, indicating credit market pricing for the increased debt load. If the…
- MIXED 8-KOct 6, 2026
H.B. Fuller commenced a $950 million private offering of senior unsecured notes due 2034 to fund…
Monitor the closing of the AMS acquisition and the integration execution. The mandatory redemption clause on $450 million of notes if the deal fails by June 2027 creates a binary catalyst — a failed…
All FUL filing & press-release reports (13)
- 8-K reportOct 21, 2026
- 8-K reportOct 19, 2026
- 8-K reportOct 9, 2026
- 8-K reportOct 6, 2026
- CLUSTER reportOct 1, 2026
- CLUSTER reportOct 1, 2026
- CLUSTER reportSep 30, 2026
- 8-K reportSep 28, 2026
- 8-K reportSep 24, 2026
- 8-K reportJul 20, 2026
- 8-K reportJun 26, 2026
- INST-CLUSTER reportJun 14, 2026
- DEFA14A reportMar 4, 2026