Ferguson (NYSE:FERG) Stock: Insider Robert Anthony Jr. Camposano Sells 185 Shares

Key Points

• VP Anthony Camposano sold 185 Ferguson shares for approximately $41,533 under a pre-arranged Rule 10b5-1 plan, reducing his position by 1.75% while retaining 10,407 shares. He also sold 201 shares on October 14 and 1,580 shares on October 12.
• Ferguson shares traded at $231.74, while the company reported quarterly EPS of $3.39, exceeding the $3.23 consensus estimate. The company also pays a quarterly dividend of $0.89, equivalent to a 1.5% annualized yield.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $285.78, although recent insider selling by several executives has totaled roughly $6 million and could weigh on investor sentiment.

Ferguson plc (NYSE:FERG - Get Free Report) VP Anthony Camposano sold 185 shares of the firm's stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $224.50, for a total transaction of $41,532.50. Following the sale, the vice president directly owned 10,407 shares in the company, valued at $2,336,371.50. The trade was a 1.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Robert Anthony Jr. Camposano also recently made the following trade(s):

• On Wednesday, October 14th, Anthony Camposano sold 201 shares of Ferguson stock. The stock was sold at an average price of $220.63, for a total transaction of $44,346.63.
• On Monday, October 12th, Anthony Camposano sold 1,580 shares of Ferguson stock. The stock was sold at an average price of $218.74, for a total value of $345,609.20.

Ferguson Price Performance

Shares of FERG stock traded up $2.98 during trading hours on Friday, reaching $231.74. The company had a trading volume of 348,936 shares, compared to its average volume of 1,679,277. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.93 and a current ratio of 1.73. The stock has a fifty day moving average of $228.56 and a 200-day moving average of $234.55. The company has a market capitalization of $44.83 billion, a price-to-earnings ratio of 27.23, a PEG ratio of 1.61 and a beta of 1.14. Ferguson plc has a 12-month low of $212.13 and a 12-month high of $271.64.

Ferguson (NYSE:FERG - Get Free Report) last announced its quarterly earnings data on Monday, August 10th. The company reported $3.39 EPS for the quarter, topping analysts' consensus estimates of $3.23 by $0.16. Ferguson had a return on equity of 37.24% and a net margin of 6.82%. The firm had revenue of $8.75 billion for the quarter. On average, equities analysts anticipate that Ferguson plc will post 11.42 earnings per share for the current year.

Ferguson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 7th. Shareholders of record on Friday, August 21st were paid a $0.89 dividend. The ex-dividend date of this dividend was Friday, August 21st. This represents a $3.56 dividend on an annualized basis and a dividend yield of 1.5%. Ferguson's dividend payout ratio (DPR) is 41.83%.

More Ferguson News

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Ferguson’s prior quarterly results exceeded expectations, with earnings per share of $3.39 versus the $3.23 consensus estimate. Analysts maintain a generally bullish outlook, with a consensus “Moderate Buy” rating and an average price target of $285.78. Ferguson analyst and earnings information
• Neutral Sentiment: Multiple executives, including COO William Thees Jr., VP Anthony Camposano, Ian Graham, Jake Schlicher and Kevin Murphy, completed additional sales on October 14–15. The sellers retained substantial holdings, suggesting the transactions may reflect routine portfolio diversification rather than a broad loss of confidence in Ferguson’s business. SEC insider transaction filing
• Negative Sentiment: Recent filings show significant aggregate insider selling, including Kevin Murphy’s sale of 11,259 shares for approximately $2.44 million on October 12 and CFO William Brundage’s sale of 5,986 shares worth about $1.31 million. Additional sales by other executives bring the recent reported total to roughly $6 million, potentially weighing on sentiment. SEC insider sale filing

Analyst Upgrades and Downgrades

FERG has been the topic of several recent research reports. Melius Research began coverage on shares of Ferguson in a research report on Tuesday, October 6th. They set a "hold" rating and a $252.00 price target on the stock. Royal Bank Of Canada dropped their price objective on shares of Ferguson from $290.00 to $286.00 and set an "outperform" rating for the company in a report on Wednesday, October 7th. The Goldman Sachs Group cut shares of Ferguson from a "buy" rating to a "neutral" rating and cut their price objective for the stock from $315.00 to $265.00 in a research report on Monday, July 6th. Jefferies Financial Group set a $295.00 target price on shares of Ferguson in a research note on Thursday, September 3rd. Finally, Barclays boosted their target price on shares of Ferguson from $297.00 to $313.00 and gave the company an "overweight" rating in a report on Tuesday, August 11th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $285.78.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Jupiter Topco LLC acquired a new stake in Ferguson during the second quarter worth $1,789,368,000. Janus Henderson Group PLC raised its position in Ferguson by 2.1% in the first quarter. Janus Henderson Group PLC now owns 6,107,108 shares of the company's stock valued at $1,424,075,000 after purchasing an additional 125,317 shares during the period. State Street Corp lifted its stake in shares of Ferguson by 1.1% in the 2nd quarter. State Street Corp now owns 4,619,995 shares of the company's stock valued at $1,100,474,000 after purchasing an additional 48,544 shares during the last quarter. Pictet Asset Management Holding SA grew its holdings in shares of Ferguson by 9.2% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,868,181 shares of the company's stock worth $668,809,000 after purchasing an additional 240,666 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Ferguson by 0.8% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,055,351 shares of the company's stock worth $487,796,000 after purchasing an additional 16,866 shares during the period. 81.98% of the stock is currently owned by hedge funds and other institutional investors.

Ferguson Company Profile

Ferguson plc NYSE: FERG is a North American distributor of plumbing and heating products, supplying professional customers across the residential, commercial, industrial and infrastructure markets. The company serves contractors, builders, remodelers, municipalities, industrial businesses and other trade professionals through branch locations, distribution centers and digital ordering platforms.

Its product offerings include plumbing supplies and fixtures, heating and cooling equipment, water and wastewater products, fire protection systems, waterworks materials, industrial piping and related maintenance, repair and operating supplies.

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