Ferguson (NYSE:FERG) Stock: Insider Robert Anthony Jr. Camposano Sells 201 Shares

Key Points

• Insider selling: Ferguson VP Anthony Camposano sold 201 shares for approximately $44,347 under a pre-arranged Rule 10b5-1 plan, reducing his stake by 1.85%. He also recently sold an additional 1,765 shares, while other executives reported roughly $6 million in combined sales.
• Stock performance and outlook: Ferguson shares rose 1.3% to $231.74, below their 52-week high of $271.64. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $285.78.
• Business fundamentals: The company’s latest quarterly earnings exceeded expectations, with EPS of $3.39 versus the $3.23 consensus estimate. Ferguson also pays a quarterly dividend of $0.89 per share, equivalent to a 1.5% yield.

Ferguson plc (NYSE:FERG - Get Free Report) VP Anthony Camposano sold 201 shares of the company's stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $220.63, for a total transaction of $44,346.63. Following the sale, the vice president directly owned 10,686 shares of the company's stock, valued at $2,357,652.18. This represents a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 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 Thursday, October 15th, Anthony Camposano sold 185 shares of Ferguson stock. The stock was sold at an average price of $224.50, for a total transaction of $41,532.50.
• 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 transaction of $345,609.20.

Ferguson Trading Up 1.3%

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

Ferguson (NYSE:FERG - Get Free Report) last issued its quarterly earnings results on Monday, August 10th. The company reported $3.39 EPS for the quarter, beating the consensus estimate of $3.23 by $0.16. Ferguson had a net margin of 6.82% and a return on equity of 37.24%. The business had revenue of $8.75 billion during the quarter. On average, equities research analysts forecast that Ferguson plc will post 11.42 EPS for the current year.

Ferguson Announces Dividend

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

Analysts Set New Price Targets

Several analysts have recently commented on FERG shares. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Ferguson in a research report on Tuesday, September 29th. Sanford C. Bernstein upped their price target on Ferguson from $310.00 to $325.00 and gave the company an "outperform" rating in a research report on Tuesday, August 11th. The Goldman Sachs Group downgraded Ferguson from a "buy" rating to a "neutral" rating and reduced their price objective for the stock from $315.00 to $265.00 in a research note on Monday, July 6th. Melius Research started coverage on Ferguson in a research report on Tuesday, October 6th. They set a "hold" rating and a $252.00 price objective for the company. Finally, Jefferies Financial Group set a $295.00 price objective on Ferguson in a research report on Thursday, September 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $285.78.

Institutional Investors Weigh In On Ferguson

Several institutional investors have recently made changes to their positions in the company. Guyasuta Investment Advisors Inc. grew its stake in shares of Ferguson by 0.5% in the 3rd quarter. Guyasuta Investment Advisors Inc. now owns 83,468 shares of the company's stock valued at $18,582,000 after buying an additional 423 shares in the last quarter. V Square Quantitative Management LLC increased its holdings in Ferguson by 38.9% in the third quarter. V Square Quantitative Management LLC now owns 5,678 shares of the company's stock worth $1,264,000 after buying an additional 1,590 shares during the last quarter. State of Alaska Department of Revenue bought a new position in Ferguson during the third quarter valued at approximately $4,079,000. Formuepleje A S bought a new position in Ferguson during the third quarter valued at approximately $1,960,000. Finally, First Citizens Bank & Trust Co. acquired a new stake in Ferguson in the third quarter valued at approximately $864,000. 81.98% of the stock is currently owned by institutional investors and hedge funds.

About Ferguson

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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