FY2026 EPS Estimates for Ferguson Boosted by William Blair

Key Points

• William Blair raised Ferguson plc's FY2026 EPS estimate from $10.52 to $10.72, surpassing the current consensus estimate of $9.40 per share.
• Several analysts raised their price targets for Ferguson, with Barclays setting a new high of $273.00 and a majority rating the stock as a "Buy" or "Outperform."
• Ferguson recently announced a quarterly dividend of $0.83, translating to an annualized yield of 1.4% and a payout ratio of 41.40%.

Ferguson plc (NASDAQ:FERG - Free Report) - Research analysts at William Blair lifted their FY2026 EPS estimates for Ferguson in a research report issued to clients and investors on Wednesday, September 17th. William Blair analyst R. Merkel now forecasts that the company will post earnings per share of $10.72 for the year, up from their previous estimate of $10.52. The consensus estimate for Ferguson's current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson's Q4 2026 earnings at $3.41 EPS.

FERG has been the topic of a number of other reports. UBS Group raised their price objective on shares of Ferguson from $204.00 to $225.00 and gave the stock a "neutral" rating in a report on Wednesday. Oppenheimer raised their price objective on shares of Ferguson from $235.00 to $255.00 and gave the stock an "outperform" rating in a report on Wednesday. Barclays raised their price objective on shares of Ferguson from $247.00 to $273.00 and gave the stock an "overweight" rating in a report on Thursday. The Goldman Sachs Group initiated coverage on shares of Ferguson in a report on Wednesday, June 18th. They set a "buy" rating and a $280.00 price objective on the stock. Finally, Robert W. Baird raised their price objective on shares of Ferguson from $260.00 to $262.00 and gave the stock an "outperform" rating in a report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $235.71.

Ferguson Trading Up 2.1%

FERG opened at $229.15 on Friday. The firm's fifty day moving average is $226.73 and its two-hundred day moving average is $197.69. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.91 and a current ratio of 1.68. The firm has a market cap of $45.18 billion, a PE ratio of 27.51, a price-to-earnings-growth ratio of 1.69 and a beta of 1.15. Ferguson has a twelve month low of $146.00 and a twelve month high of $243.40.

Institutional Investors Weigh In On Ferguson

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Untitled Investments LP acquired a new stake in Ferguson in the 1st quarter valued at $5,953,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Ferguson by 11.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,932,959 shares of the company's stock valued at $309,718,000 after acquiring an additional 205,531 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Ferguson by 14.3% in the 1st quarter. Mirae Asset Global Investments Co. Ltd. now owns 5,782 shares of the company's stock valued at $928,000 after acquiring an additional 722 shares during the period. Fiera Capital Corp grew its position in shares of Ferguson by 37.5% in the 1st quarter. Fiera Capital Corp now owns 13,042 shares of the company's stock valued at $2,090,000 after acquiring an additional 3,559 shares during the period. Finally, Empower Advisory Group LLC bought a new position in shares of Ferguson in the 1st quarter valued at about $843,000. 81.98% of the stock is currently owned by institutional investors and hedge funds.

Ferguson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 7th. Shareholders of record on Friday, September 26th will be paid a $0.83 dividend. This represents a $3.32 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, September 26th. Ferguson's payout ratio is presently 41.40%.

About Ferguson

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.

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