FY2025 EPS Estimates for Ferguson Lifted by William Blair

Key Points

• William Blair has raised its FY2025 EPS estimate for Ferguson plc from $9.51 to $9.94, surpassing the consensus estimate of $9.40.
• Ferguson's stock is currently trading at $231.39, and several analysts have issued target prices ranging from $215.00 to $280.00, with an overall average target price of $221.00.
• The company plans to pay a quarterly dividend of $0.83 per share on November 7, reflecting a 1.4% yield and a payout ratio of 41.40%.

Ferguson plc (NASDAQ:FERG - Free Report) - Stock analysts at William Blair increased their FY2025 EPS estimates for Ferguson in a research note issued to investors on Tuesday, September 16th. William Blair analyst R. Merkel now forecasts that the company will post earnings of $9.94 per share for the year, up from their prior forecast of $9.51. The consensus estimate for Ferguson's current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson's Q2 2026 earnings at $1.78 EPS, Q3 2026 earnings at $2.58 EPS, Q4 2026 earnings at $3.38 EPS and FY2026 earnings at $10.52 EPS.

A number of other equities analysts also recently commented on the stock. Robert W. Baird upped their price objective on shares of Ferguson from $260.00 to $262.00 and gave the stock an "outperform" rating in a research report on Wednesday. Berenberg Bank restated a "hold" rating and set a $215.00 price objective on shares of Ferguson in a research report on Thursday, June 5th. Barclays upped their price target on shares of Ferguson from $247.00 to $273.00 and gave the stock an "overweight" rating in a research note on Thursday. Morgan Stanley reaffirmed an "overweight" rating on shares of Ferguson in a research note on Wednesday, September 10th. Finally, Truist Financial upped their price target on shares of Ferguson from $240.00 to $260.00 and gave the stock a "buy" rating in a research note on Wednesday. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $235.71.

Ferguson Stock Up 0.1%

Shares of NASDAQ:FERG traded up $0.13 during trading on Wednesday, hitting $229.33. 2,885,933 shares of the company were exchanged, compared to its average volume of 1,770,834. The stock has a market capitalization of $45.22 billion, a P/E ratio of 27.53, a PEG ratio of 1.69 and a beta of 1.15. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.68 and a quick ratio of 0.91. Ferguson has a 12-month low of $146.00 and a 12-month high of $243.40. The firm's 50 day moving average price is $226.91 and its 200-day moving average price is $198.30.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Canal Capital Management LLC boosted its holdings in Ferguson by 3.0% during the second quarter. Canal Capital Management LLC now owns 37,568 shares of the company's stock worth $8,181,000 after buying an additional 1,090 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of Ferguson by 29.9% during the 2nd quarter. Osaic Holdings Inc. now owns 5,340 shares of the company's stock worth $1,161,000 after buying an additional 1,229 shares in the last quarter. Orion Porfolio Solutions LLC increased its holdings in Ferguson by 4.1% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,954 shares of the company's stock worth $1,296,000 after purchasing an additional 232 shares in the last quarter. Squarepoint Ops LLC acquired a new stake in shares of Ferguson in the second quarter valued at about $7,381,000. Finally, Neuberger Berman Group LLC boosted its position in shares of Ferguson by 39.8% during the 2nd quarter. Neuberger Berman Group LLC now owns 15,122 shares of the company's stock valued at $3,294,000 after purchasing an additional 4,307 shares in the last quarter. 81.98% of the stock is currently owned by institutional investors and hedge funds.

Ferguson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, November 7th. Investors of record on Friday, September 26th will be paid a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, September 26th. Ferguson's dividend payout ratio is presently 35.55%.

Ferguson Company Profile

Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, fabrication, and others, as well as heating, ventilation, and air conditioning products under the Ferguson brand name.