Ferguson Enterprises Inc. (FERG) — Q1 2026 results
Ferguson reported first-quarter 2026 revenue of $8.17 billion, up 5.11% year‑over‑year. Gross profit rose to $2.51 billion (+7.09%), and operating profit increased to $771 million (+15.94%). Net income attributable to common shareholders grew to $570 million (+21.28%). Diluted earnings per share were $2.90, above the estimate of $2.62, while revenue came in just under the consensus at $8.19 billion.
Key metrics
Cash flow and balance sheet
Performance takeaways
Margin expansion drove outsized gains in operating profit and net income, translating into an EPS beat that outpaced revenue performance. Strong operating cash flow supported higher capital spending, while cash balances declined modestly versus the prior year. Overall, Ferguson (FERG) delivered solid profitability improvement in Q1 2026 despite a slight revenue shortfall versus estimates.
Ferguson Enterprises Inc. Insider Trading Activity
Ferguson Enterprises Inc. insiders have traded $FERG stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $FERG stock by insiders over the last 6 months:
- KEVIN MICHAEL MURPHY (See Remarks) sold 8,800 shares for an estimated $2,060,349
- IAN T. GRAHAM (See Remarks) has made 0 purchases and 2 sales selling 5,470 shares for an estimated $1,279,413.
- JAMES A. PAISLEY (See Remarks) sold 3,000 shares for an estimated $710,906
- JAKE SCHLICHER (SVP of Strategic Development) sold 3,000 shares for an estimated $700,548
- WILLIAM BRUNDAGE (Chief Financial Officer) sold 3,000 shares for an estimated $699,969
- WILLIAM T. JR THEES (Senior Vice President) sold 2,308 shares for an estimated $541,341
- ROBERT ANTHONY JR. CAMPOSANO (Senior VP - Waterworks) sold 1,600 shares for an estimated $373,174
- RICHARD WINCKLER (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,117 shares for an estimated $260,680.
- ALLISON STIRRUP (Chief Human Resources Officer) sold 969 shares for an estimated $226,968
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ferguson Enterprises Inc. Hedge Fund Activity
We have seen 410 institutional investors add shares of Ferguson Enterprises Inc. stock to their portfolio, and 343 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,954,983 shares (-92.5%) from their portfolio in Q3 2025, for an estimated $663,630,082
- INVESCO LTD. removed 2,735,776 shares (-48.0%) from their portfolio in Q3 2025, for an estimated $614,400,574
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,690,269 shares (-49.5%) from their portfolio in Q3 2025, for an estimated $604,180,612
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,656,655 shares (+66.7%) to their portfolio in Q3 2025, for an estimated $372,051,579
- STIFEL FINANCIAL CORP added 1,273,215 shares (+1193.2%) to their portfolio in Q3 2025, for an estimated $285,938,624
- BANK OF NEW YORK MELLON CORP removed 1,169,171 shares (-15.2%) from their portfolio in Q3 2025, for an estimated $262,572,423
- BLACKROCK, INC. added 1,134,019 shares (+10.4%) to their portfolio in Q3 2025, for an estimated $254,677,987
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ferguson Enterprises Inc. Government Contracts
We have seen $371,869 of award payments to $FERG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PUMP ROOM ITEMS: $141,569
- 24 INCH BUTTERFLY VALVE LUG STYLE: $119,900
- 8511422296!VALVE,GATE: $19,980
- FCI FORT DIX PURCHASE: EMERGENCY ORDER ATION FOR HOT WATER HEATER.: $19,700
- VALVES FOR THE USNS ROBERT E. PEARY.: $18,196
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Ferguson Enterprises Inc. Congressional Stock Trading
Members of Congress have traded $FERG stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $FERG stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Ferguson Enterprises Inc. Analyst Ratings
Wall Street analysts have issued reports on $FERG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 12/02/2025
- JP Morgan issued a "Overweight" rating on 10/15/2025
- Barclays issued a "Overweight" rating on 09/18/2025
- Oppenheimer issued a "Outperform" rating on 09/17/2025
- Truist Securities issued a "Buy" rating on 09/17/2025
- Goldman Sachs issued a "Buy" rating on 06/18/2025
To track analyst ratings and price targets for Ferguson Enterprises Inc., check out Quiver Quantitative's $FERG forecast page.
Ferguson Enterprises Inc. Price Targets
Multiple analysts have issued price targets for $FERG recently. We have seen 11 analysts offer price targets for $FERG in the last 6 months, with a median target of $262.0.
Here are some recent targets:
- Sam Reid from Wells Fargo set a target price of $280.0 on 12/04/2025
- Philip Ng from Jefferies set a target price of $289.0 on 12/02/2025
- Connor Cerniglia from Bernstein set a target price of $288.0 on 11/12/2025
- Patrick Baumann from JP Morgan set a target price of $245.0 on 10/15/2025
- Matthew Bouley from Barclays set a target price of $273.0 on 09/18/2025
- Mike Dahl from RBC Capital set a target price of $243.0 on 09/17/2025
- David Manthey from Baird set a target price of $262.0 on 09/17/2025
