Ferguson Enterprises (FERG) is up 3.0% today. Here is some analysis on what might have caused this price movement. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2011641/000201164126000038/ferg-20260810.htm?utm_source=openai))
Analysis: The most likely drivers are a fresh bullish analyst call, continued investor reaction to Ferguson’s recently raised full-year outlook after strong quarterly results, and optimism around the newly completed FloWorks acquisition. If there is a single-day catalyst, the coverage resumption appears to be the clearest near-term spark, while earnings momentum and M&A support the broader move. ([ph.investing.com](https://ph.investing.com/news/stock-market-news/jefferies-resumes-ferguson-enterprises-stock-coverage-with-buy-rating-93CH-2577300?utm_source=openai))
Details:
Sources:
Ferguson corporate press release, SEC, Investing.com, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FERG Insider Trading Activity
$FERG insiders have traded $FERG stock on the open market 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 insiders over the last 6 months:
- JAKE SCHLICHER (Chief Strategy Officer) sold 5,177 shares for an estimated $1,195,472
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FERG Hedge Fund Activity
We have seen 472 institutional investors add shares of $FERG stock to their portfolio, and 497 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF AMERICA CORP /DE/ added 2,789,883 shares (+270.9%) to their portfolio in Q2 2026, for an estimated $662,122,932
- CANTILLON CAPITAL MANAGEMENT LLC removed 1,668,754 shares (-95.4%) from their portfolio in Q2 2026, for an estimated $396,045,386
- JPMORGAN CHASE & CO added 1,638,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $388,746,540
- WELLINGTON MANAGEMENT GROUP LLP removed 1,278,763 shares (-15.1%) from their portfolio in Q2 2026, for an estimated $303,488,822
- MARSHALL WACE, LLP added 1,186,710 shares (+145.7%) to their portfolio in Q2 2026, for an estimated $281,641,884
- D1 CAPITAL PARTNERS L.P. added 932,691 shares (+267.0%) to their portfolio in Q2 2026, for an estimated $221,355,555
- MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. added 883,896 shares (+391.9%) to their portfolio in Q2 2026, for an estimated $209,775,037
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FERG Government Contracts
We have seen $1,544,996 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:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$FERG Price Targets
Multiple analysts have issued price targets for $FERG recently. We have seen 4 analysts offer price targets for $FERG in the last 6 months, with a median target of $283.0.
Here are some recent targets:
- Suhasini Varanasi from Goldman Sachs set a target price of $265.0 on 07/07/2026
- Matthew Bouley from Barclays set a target price of $297.0 on 05/08/2026
- Sam Reid from Wells Fargo set a target price of $285.0 on 05/06/2026
- Mike Dahl from RBC Capital set a target price of $281.0 on 05/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
