William Blair Has Optimistic Outlook of Ferguson Q4 Earnings

Key Points

• William Blair analysts have raised their Q4 2025 earnings estimate for Ferguson plc to $3.48 per share, up from a previous estimate of $3.04.
• Ferguson recently announced a quarterly dividend of $0.83 per share, representing an annualized dividend of $3.32 and a 1.5% yield.
• Analysts have responded positively to Ferguson's stock, with multiple upgrades leading to a consensus rating of "Moderate Buy" and an average target price of $233.86.

Ferguson plc (NASDAQ:FERG - Free Report) - Equities research analysts at William Blair increased their Q4 2025 earnings per share (EPS) estimates for shares of Ferguson in a research note issued to investors on Tuesday, September 16th. William Blair analyst R. Merkel now anticipates that the company will post earnings of $3.48 per share for the quarter, up from their prior estimate of $3.04. The consensus estimate for Ferguson's current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson's Q1 2026 earnings at $2.78 EPS and FY2027 earnings at $11.75 EPS.

Several other research firms have also recently commented on FERG. Royal Bank Of Canada lifted their target price on shares of Ferguson from $231.00 to $243.00 and gave the stock an "outperform" rating in a research report on Wednesday, September 17th. Morgan Stanley reissued an "overweight" rating on shares of Ferguson in a research report on Wednesday, September 10th. Barclays lifted their price target on shares of Ferguson from $247.00 to $273.00 and gave the stock an "overweight" rating in a report on Thursday. JPMorgan Chase & Co. lifted their price target on shares of Ferguson from $220.00 to $225.00 and gave the stock an "overweight" rating in a report on Thursday, September 4th. Finally, Truist Financial lifted their price target on shares of Ferguson from $240.00 to $260.00 and gave the stock a "buy" rating in a report on Wednesday, September 17th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $235.71.

Ferguson Stock Performance

Shares of Ferguson stock traded up $2.32 during mid-day trading on Thursday, hitting $231.73. 629,080 shares of the stock were exchanged, compared to its average volume of 1,764,231. Ferguson has a 12 month low of $146.00 and a 12 month high of $243.40. The company has a 50-day simple moving average of $226.91 and a 200 day simple moving average of $198.52. 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 company has a market capitalization of $45.69 billion, a P/E ratio of 27.82, a P/E/G ratio of 1.69 and a beta of 1.15.

Ferguson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, November 7th. Investors of record on Friday, September 26th will be issued a $0.83 dividend. The ex-dividend date is Friday, September 26th. This represents a $3.32 annualized dividend and a yield of 1.4%. Ferguson's dividend payout ratio (DPR) is currently 35.55%.

Institutional Investors Weigh In On Ferguson

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Canal Capital Management LLC raised its position in Ferguson by 3.0% in the second quarter. Canal Capital Management LLC now owns 37,568 shares of the company's stock worth $8,181,000 after acquiring an additional 1,090 shares during the period. Osaic Holdings Inc. increased its holdings in Ferguson by 29.9% in the 2nd quarter. Osaic Holdings Inc. now owns 5,340 shares of the company's stock valued at $1,161,000 after acquiring an additional 1,229 shares during the last quarter. Orion Porfolio Solutions LLC increased its holdings in shares of Ferguson by 4.1% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 5,954 shares of the company's stock worth $1,296,000 after buying an additional 232 shares during the last quarter. Squarepoint Ops LLC purchased a new position in shares of Ferguson during the 2nd quarter worth about $7,381,000. Finally, Neuberger Berman Group LLC boosted its position in Ferguson by 39.8% in the 2nd quarter. Neuberger Berman Group LLC now owns 15,122 shares of the company's stock valued at $3,294,000 after buying an additional 4,307 shares during the period. Hedge funds and other institutional investors own 81.98% of the company's stock.

Ferguson Company Profile

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.