Ferguson (NYSE:FERG) Insider Sells $252,310.00 in Stock

October 21, 2026 by InsiderTrades.com

Key Points

Insider sale: Ian Graham sold 1,097 Ferguson shares for $252,310 at $230 each under a pre-arranged Rule 10b5-1 plan, reducing his ownership by 10% to 9,874 shares.
Financial performance: Ferguson reported quarterly EPS of $3.39, exceeding the $3.23 consensus estimate, on $8.75 billion in revenue. Analysts expect full-year EPS of $11.42.
Investor outlook: Ferguson pays a quarterly dividend of $0.89, equivalent to a 1.6% yield, while analysts maintain a “Moderate Buy” consensus with an average price target of $285.31 versus the stock’s recent price near $227.

Ferguson plc (NYSE:FERG - Get Free Report) insider Ian Graham sold 1,097 shares of the firm's stock in a transaction that occurred on Friday, October 16th. The stock was sold at an average price of $230.00, for a total transaction of $252,310.00. Following the transaction, the insider owned 9,874 shares in the company, valued at approximately $2,271,020. This trade represents a 10.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ferguson Stock Performance

Shares of Ferguson stock opened at $227.08 on Wednesday. The firm's fifty day simple moving average is $226.79 and its 200-day simple moving average is $234.47. The stock has a market capitalization of $43.93 billion, a price-to-earnings ratio of 26.68, a PEG ratio of 1.63 and a beta of 1.14. Ferguson plc has a 12 month low of $212.13 and a 12 month high of $271.64. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.73 and a quick ratio of 0.93.

Ferguson (NYSE:FERG - Get Free Report) last released 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. The firm had revenue of $8.75 billion during the quarter. Ferguson had a net margin of 6.82% and a return on equity of 37.24%. As a group, equities analysts forecast that Ferguson plc will post 11.42 earnings per share for the current year.

Ferguson Announces Dividend

The firm also recently disclosed 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 was Friday, August 21st. This represents a $3.56 dividend on an annualized basis and a yield of 1.6%. Ferguson's payout ratio is currently 41.83%.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on the stock. Sanford C. Bernstein upped their target price on shares of Ferguson from $310.00 to $325.00 and gave the company an "outperform" rating in a report on Tuesday, August 11th. Melius Research assumed coverage on shares of Ferguson in a research note on Tuesday, October 6th. They set a "hold" rating and a $252.00 target price for the company. Oppenheimer raised their price target on Ferguson from $280.00 to $288.00 and gave the stock an "outperform" rating in a report on Tuesday, August 11th. Royal Bank Of Canada lowered their price target on Ferguson from $290.00 to $286.00 and set an "outperform" rating on the stock in a report on Wednesday, October 7th. Finally, Zelman & Associates upgraded Ferguson from a "hold" rating to an "outperform" rating and set a $285.00 price target on the stock in a research report on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $285.31.

Read Our Latest Stock Report on FERG

Institutional Investors Weigh In On Ferguson

Institutional investors have recently made changes to their positions in the stock. Pinnacle Associates Ltd. grew its position in Ferguson by 8.5% during the third quarter. Pinnacle Associates Ltd. now owns 1,195 shares of the company's stock worth $266,000 after buying an additional 94 shares during the period. Net Worth Advisory Group grew its holdings in Ferguson by 53.1% during the 3rd quarter. Net Worth Advisory Group now owns 2,244 shares of the company's stock valued at $497,000 after buying an additional 778 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in shares of Ferguson by 29.5% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 27,023 shares of the company's stock valued at $6,016,000 after acquiring an additional 6,163 shares during the last quarter. Hidden Cove Wealth Management LLC purchased a new stake in shares of Ferguson during the third quarter worth about $201,000. Finally, Optivise Advisory Services LLC grew its stake in Ferguson by 10.1% in the 3rd quarter. Optivise Advisory Services LLC now owns 971 shares of the company's stock worth $216,000 after acquiring an additional 89 shares during the period. 81.98% of the stock is currently owned by hedge funds and other institutional investors.

Ferguson Company Profile

(Get Free Report)

Ferguson plc (NYSE: FERG) is a value-added distributor of plumbing, heating, ventilation and air conditioning (HVAC), waterworks, fire protection and other building and industrial products. The company serves professional contractors, municipalities, commercial and industrial businesses, and other customers through a network of branches, distribution centers, showrooms and digital platforms.

Its product offering includes pipes, valves, fittings, plumbing fixtures, water and wastewater infrastructure products, HVAC equipment, fire protection systems, industrial supplies and related tools and services.