H. B. Fuller (NYSE:FUL) Stock Price Target Lowered at Robert W. Baird

Key Points

• Robert W. Baird cut H. B. Fuller’s price target from $75 to $65 but maintained an “outperform” rating, implying roughly 30% upside from the reported $49.93 share price.
• H. B. Fuller’s latest quarterly EPS of $1.52 exceeded the $1.47 consensus estimate, while revenue rose 5.2% year over year to $938.2 million but fell short of expectations.
• Analyst sentiment remains moderately bullish, with an average $67.50 target and “Moderate Buy” consensus; however, weaker volumes, below-consensus guidance, and elevated leverage remain key concerns.

H. B. Fuller (NYSE:FUL - Get Free Report) had its price target cut by stock analysts at Robert W. Baird from $75.00 to $65.00 in a report issued on Friday, Benzinga reports. The brokerage presently has an "outperform" rating on the specialty chemicals company's stock. Robert W. Baird's target price points to a potential upside of 30.18% from the company's current price.

Several other equities analysts have also weighed in on the stock. Weiss Ratings lowered shares of H. B. Fuller from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, September 14th. Wall Street Zen lowered shares of H. B. Fuller from a "strong-buy" rating to a "buy" rating in a research report on Saturday, July 25th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of H. B. Fuller from $70.00 to $72.00 and gave the company a "buy" rating in a report on Tuesday, June 30th. Zacks Research downgraded shares of H. B. Fuller from a "strong-buy" rating to a "hold" rating in a research report on Friday, September 18th. Finally, Citigroup increased their target price on shares of H. B. Fuller from $70.00 to $75.00 and gave the stock a "buy" rating in a research note on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have issued a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $67.50.

H. B. Fuller Stock Performance

Shares of FUL stock opened at $49.93 on Friday. H. B. Fuller has a 52-week low of $46.70 and a 52-week high of $68.63. The company has a quick ratio of 1.12, a current ratio of 1.80 and a debt-to-equity ratio of 1.00. The stock has a market cap of $2.69 billion, a PE ratio of 13.91, a price-to-earnings-growth ratio of 0.56 and a beta of 0.97. The business has a 50-day simple moving average of $55.85 and a 200-day simple moving average of $58.43.

H. B. Fuller (NYSE:FUL - Get Free Report) last posted its earnings results on Wednesday, September 23rd. The specialty chemicals company reported $1.52 EPS for the quarter, topping the consensus estimate of $1.47 by $0.05. The firm had revenue of $938.17 million for the quarter, compared to analyst estimates of $945.59 million. H. B. Fuller had a return on equity of 12.18% and a net margin of 5.29%.H. B. Fuller's revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period last year, the company earned $1.26 earnings per share. H. B. Fuller has set its FY 2026 guidance at 4.700-4.850 EPS. On average, equities analysts expect that H. B. Fuller will post 4.83 EPS for the current year.

Insider Transactions at H. B. Fuller

In related news, VP Nathan Weaver sold 9,561 shares of H. B. Fuller stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $62.06, for a total value of $593,355.66. Following the sale, the vice president directly owned 11,739 shares in the company, valued at approximately $728,522.34. The trade was a 44.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 1.83% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Bleakley Financial Group LLC increased its holdings in shares of H. B. Fuller by 1.5% in the 4th quarter. Bleakley Financial Group LLC now owns 11,687 shares of the specialty chemicals company's stock valued at $695,000 after purchasing an additional 168 shares in the last quarter. Allworth Financial LP boosted its holdings in H. B. Fuller by 50.1% during the fourth quarter. Allworth Financial LP now owns 578 shares of the specialty chemicals company's stock worth $34,000 after buying an additional 193 shares in the last quarter. Ellevest Inc. grew its position in H. B. Fuller by 7.2% during the fourth quarter. Ellevest Inc. now owns 3,626 shares of the specialty chemicals company's stock worth $216,000 after buying an additional 245 shares during the period. PNC Financial Services Group Inc. grew its position in H. B. Fuller by 4.4% during the fourth quarter. PNC Financial Services Group Inc. now owns 10,657 shares of the specialty chemicals company's stock worth $634,000 after buying an additional 450 shares during the period. Finally, Parallel Advisors LLC increased its holdings in H. B. Fuller by 85.6% in the first quarter. Parallel Advisors LLC now owns 1,034 shares of the specialty chemicals company's stock valued at $64,000 after buying an additional 477 shares in the last quarter. Hedge funds and other institutional investors own 95.93% of the company's stock.

H. B. Fuller News Summary

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

• Positive Sentiment: Activist catalyst: Ancora is pressuring H.B. Fuller’s board to explore strategic alternatives, potentially including a sale or other actions that could unlock shareholder value. Ancora pressures H.B. Fuller board to explore strategic alternatives
• Positive Sentiment: Profitability improved: Third-quarter revenue rose 5.2% year over year to approximately $938 million, while adjusted EPS of $1.52 exceeded the roughly $1.47 analyst consensus. Pricing increases and restructuring savings lifted adjusted gross margin to 33.5%, up 120 basis points, and adjusted EBITDA to $186.7 million. H.B. Fuller Reports Third Quarter 2026 Results
• Neutral Sentiment: Cost-savings plan remains important: Management is targeting fiscal 2026 EBITDA of $655 million to $670 million and EPS of $4.70 to $4.85 while advancing its “Quantum Leap” savings program. Execution on these initiatives could support earnings, although investors are likely looking for evidence that savings can offset weaker volumes. H.B. Fuller targets fiscal 2026 EBITDA and EPS
• Negative Sentiment: Mixed outlook and demand concerns: Quarterly revenue fell short of the approximately $946 million consensus, and organic growth was driven primarily by a 7.4% pricing increase that offset lower volume. The fiscal 2026 EPS guidance midpoint is below consensus, while elevated leverage following the AMS acquisition remains a concern. These issues help explain the negative investor reaction despite the earnings beat. Why H.B. Fuller Stock Dipped

H. B. Fuller Company Profile

H.B. Fuller Company NYSE: FUL develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.

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