Cwm LLC Cuts Stake in Ferguson plc $FERG

Key Points

• Cwm LLC cut its stake by 23.3%, selling 5,043 shares and leaving 16,598 shares worth $3.695 million, while institutional investors own about 81.98% of Ferguson.
• Ferguson missed quarterly EPS ($1.99 vs. $2.24 expected) despite 3.6% revenue growth year‑over‑year; analysts hold a consensus of Moderate Buy with an average price target of $267.27 (current price ~ $262).
• The company declared a quarterly dividend of $0.89 ($3.56 annualized, yield 1.4%) and will issue Q1 results and host a webcast on May 5, 2026, a near‑term event that could drive volatility.

Cwm LLC reduced its holdings in shares of Ferguson plc (NYSE:FERG - Free Report) by 23.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 16,598 shares of the company's stock after selling 5,043 shares during the period. Cwm LLC's holdings in Ferguson were worth $3,695,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Ferguson by 23.9% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,262 shares of the company's stock valued at $2,445,000 after purchasing an additional 2,940 shares in the last quarter. Caxton Associates LLP purchased a new position in Ferguson in the 1st quarter worth $310,000. Focus Partners Wealth lifted its stake in Ferguson by 22.7% in the first quarter. Focus Partners Wealth now owns 3,140 shares of the company's stock worth $503,000 after purchasing an additional 581 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in Ferguson during the second quarter valued at about $257,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position in Ferguson by 7.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 690 shares of the company's stock valued at $150,000 after buying an additional 48 shares during the period. 81.98% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

FERG has been the topic of several analyst reports. Wall Street Zen downgraded Ferguson from a "buy" rating to a "hold" rating in a report on Saturday, January 10th. UBS Group increased their target price on Ferguson from $220.00 to $252.00 and gave the company a "neutral" rating in a report on Wednesday, February 25th. Sanford C. Bernstein restated an "outperform" rating on shares of Ferguson in a research report on Thursday, January 8th. Oppenheimer lifted their price target on Ferguson from $255.00 to $280.00 and gave the stock an "outperform" rating in a research note on Wednesday, February 25th. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $300.00 price objective on shares of Ferguson in a research report on Tuesday, February 24th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $267.27.

Key Stories Impacting Ferguson

Here are the key news stories impacting Ferguson this week:

• Neutral Sentiment: Ferguson to release Q1 results and host an analyst/investor webcast on May 5, 2026 — this is the immediate event that could drive volatility; management commentary and any guidance change will be important. Ferguson to Issue First Quarter Results And Host Conference Call on May 5, 2026
• Neutral Sentiment: Local news about proposed tax breaks for a data center at the old Emerson campus in Ferguson (the city) — unrelated to Ferguson plc’s business; should have no direct impact on FERG shares. Ferguson officials to vote on tax breaks for proposed data center at old Emerson campus
• Neutral Sentiment: Sports/entertainment items referencing people named “Ferguson” (Rams player Terrance Ferguson) — not related to Ferguson plc’s operations or outlook. Tyler Higbee can't wait to see Terrance Ferguson become a 'great player' for Rams
• Neutral Sentiment: Entertainment headlines about actors with the surname Ferguson (Jesse Tyler Ferguson, Rebecca Ferguson and the Silo Season 3 trailer) — these are consumer/celebrity stories and do not affect FERG’s business fundamentals. Modern Family star Jesse Tyler Ferguson recalls mortifying early-career red carpet moment that ended in apology Silo Season 3 Teaser Trailer Sets Release Date for Rebecca Ferguson Sci‑Fi TV Show
• Neutral Sentiment: Multiple tabloid items about Sarah Ferguson (royal family gossip) — high media attention for the name but no corporate relevance to Ferguson plc. Sarah Ferguson's Relative Explains Why She Has Gone Into Hiding Amid Scandal Sarah Ferguson ‘Distraught’ After Austria Whereabouts Leaked — Source Sarah Ferguson is hoping 'to evaporate like mist' as she's seen for the first time in 7 months: expert Sarah Ferguson ‘Deepening Rivalry’ With This Royal Amid Scandal — Source EXCLUSIVE: Sarah Ferguson Is Desperately Pleading With Pal Priscilla Presley to Find Her a Sugar Daddy

Ferguson Price Performance

Shares of Ferguson stock opened at $262.10 on Thursday. The company's fifty day simple moving average is $243.73 and its two-hundred day simple moving average is $242.60. Ferguson plc has a 12-month low of $162.53 and a 12-month high of $271.64. The firm has a market cap of $50.95 billion, a PE ratio of 26.47, a price-to-earnings-growth ratio of 2.14 and a beta of 1.21. The company has a quick ratio of 1.01, a current ratio of 1.88 and a debt-to-equity ratio of 0.68.

Ferguson (NYSE:FERG - Get Free Report) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $1.99 EPS for the quarter, missing the consensus estimate of $2.24 by ($0.25). Ferguson had a net margin of 6.93% and a return on equity of 40.37%. Ferguson's quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.52 EPS. As a group, equities analysts expect that Ferguson plc will post 11.13 EPS for the current year.

Ferguson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, March 6th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $3.56 dividend on an annualized basis and a yield of 1.4%. Ferguson's dividend payout ratio is presently 35.96%.

Ferguson Company Profile

Ferguson NYSE: FERG is a multinational distributor specializing in plumbing and heating products and related building supplies, serving professional contractors, builders and industrial customers. The company supplies a broad range of products used in residential, commercial and infrastructure projects, including pipes and fittings, valves and controls, HVAC equipment, waterworks materials, plumbing fixtures, pumps and accessories, as well as complementary electrical and specialty product lines.

Ferguson operates a network of branches and distribution centers that provide inventory, logistics and value-added services to trade customers.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.