H. B. Fuller (NYSE:FUL) Sets New 12-Month Low - Should You Sell?

Key Points

• H. B. Fuller shares hit a new 52-week low, falling as much as 5.2% intraday to $47.61 and trading about 4% lower. The stock remains below its 50-day and 200-day moving averages.
• Third-quarter results were mixed: adjusted EPS of $1.52 beat estimates and revenue rose 5.2% year over year to $938.2 million, but revenue missed forecasts and organic growth depended heavily on a 7.4% pricing increase despite declining volume.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and average target of $67.86, but risks include below-consensus fiscal 2026 EPS guidance, approximately $1.96 billion in net debt, and concerns over leverage and demand sustainability.

H. B. Fuller Company (NYSE:FUL - Get Free Report) hit a new 52-week low during trading on Thursday . The company traded as low as $47.61 and last traded at $49.0180, with a volume of 68383 shares trading hands. The stock had previously closed at $50.21.

Key Stories Impacting H. B. Fuller

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: Third-quarter revenue increased 5.2% year over year to $938.2 million, while diluted EPS rose to $1.44 from $1.22. Adjusted EPS of $1.52 exceeded the consensus estimate of $1.47. H.B. Fuller Reports Third Quarter 2026 Results
• Positive Sentiment: Organic revenue grew 4.4% across all three global business units, and adjusted gross margin expanded 120 basis points to 33.5%, supported by pricing execution and restructuring savings. Adjusted EBITDA reached $186.7 million.
• Positive Sentiment: Management continues to expect fiscal 2026 revenue growth in the mid-single-digit range. A separate analysis argued that improving EBITDA, margins and EPS make the stock undervalued, citing a potential fair value of $81 per share and a $65 price target. H.B. Fuller: Undervaluation Getting Clearer
• Positive Sentiment: H.B. Fuller launched its Kōfinity fusion-bonded spacer portfolio for insulating glass, targeting improved window durability, energy efficiency and seal reliability. FUL Launches Kofinity Portfolio
• Neutral Sentiment: Insider activity was mixed: CEO Celeste Beeks Mastin purchased approximately $295,000 of shares, while an executive vice president sold about $593,000. Institutional positioning was also divided, with several investors adding shares and others reducing holdings.
• Negative Sentiment: Revenue of $938.2 million fell short of the roughly $945.6 million analyst estimate. Organic growth relied on a 7.4% pricing increase that more than offset declining volume, raising concerns about demand strength and the sustainability of price-driven growth.
• Negative Sentiment: Fiscal 2026 EPS guidance was set at $4.70-$4.85, below the $4.85 consensus estimate. Net debt remained elevated at approximately $1.96 billion, adding to concerns about leverage following the AMS acquisition.

Analyst Ratings Changes

FUL has been the subject of a number of analyst reports. JPMorgan Chase & Co. upgraded shares of H. B. Fuller from a "neutral" rating to an "overweight" rating and raised their price target for the stock from $58.00 to $67.00 in a research note on Friday, June 26th. Deutsche Bank Aktiengesellschaft boosted their price target on H. B. Fuller from $70.00 to $72.00 and gave the company a "buy" rating in a research note on Tuesday, June 30th. UBS Group set a $69.00 price target on H. B. Fuller in a research report on Friday, June 26th. Weiss Ratings cut H. B. Fuller from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, September 14th. Finally, Zacks Research downgraded shares of H. B. Fuller from a "strong-buy" rating to a "hold" rating in a research note on Friday, September 18th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat, H. B. Fuller currently has a consensus rating of "Moderate Buy" and an average target price of $67.86.

H. B. Fuller Stock Down 4.0%

The firm has a market capitalization of $2.59 billion, a price-to-earnings ratio of 14.75, a P/E/G ratio of 0.56 and a beta of 0.97. The company has a current ratio of 1.80, a quick ratio of 1.12 and a debt-to-equity ratio of 1.00. The firm has a fifty day moving average price of $56.02 and a 200 day moving average price of $58.49.

H. B. Fuller (NYSE:FUL - Get Free Report) last released its quarterly earnings results on Thursday, September 24th. The specialty chemicals company reported $1.52 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.05. H. B. Fuller had a return on equity of 12.18% and a net margin of 5.29%.The firm had revenue of $938.17 million during the quarter, compared to analysts' expectations of $945.59 million. During the same period last year, the firm posted $1.26 EPS. The business's revenue was up 5.2% on a year-over-year basis. Sell-side analysts anticipate that H. B. Fuller Company will post 4.83 EPS for the current fiscal year.

H. B. Fuller Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Thursday, July 30th were paid a $0.245 dividend. The ex-dividend date was Thursday, July 30th. This represents a $0.98 dividend on an annualized basis and a dividend yield of 2.0%. H. B. Fuller's dividend payout ratio (DPR) is 30.06%.

Insider Activity

In related news, VP Nathan Weaver sold 9,561 shares of the company's stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $62.06, for a total transaction of $593,355.66. Following the transaction, the vice president owned 11,739 shares in the company, valued at $728,522.34. This represents a 44.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 1.83% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On H. B. Fuller

A number of institutional investors have recently modified their holdings of the stock. Allworth Financial LP increased its holdings in shares of H. B. Fuller by 50.1% in the fourth quarter. Allworth Financial LP now owns 578 shares of the specialty chemicals company's stock valued at $34,000 after purchasing an additional 193 shares in the last quarter. Hantz Financial Services Inc. lifted its holdings in H. B. Fuller by 432.9% during the 4th quarter. Hantz Financial Services Inc. now owns 778 shares of the specialty chemicals company's stock worth $46,000 after buying an additional 632 shares in the last quarter. Parallel Advisors LLC boosted its position in H. B. Fuller by 85.6% in the 1st quarter. Parallel Advisors LLC now owns 1,034 shares of the specialty chemicals company's stock valued at $64,000 after buying an additional 477 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its position in H. B. Fuller by 510.8% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,466 shares of the specialty chemicals company's stock valued at $87,000 after buying an additional 1,226 shares during the last quarter. Finally, Public Employees Retirement System of Ohio acquired a new stake in shares of H. B. Fuller in the 2nd quarter valued at $86,000. 95.93% of the stock is owned by institutional investors.

H. B. Fuller Company Profile

H.B. Fuller Company NYSE: FUL develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.

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