Update shared on27 Aug 2025
Fair value Increased 0.56%Ferguson Enterprises’ consensus price target saw a modest increase to $235.00 as analysts cited stabilizing prices, supportive commodity trends, early signs of end-market recovery, and potential tariff tailwinds, all underpinned by solid organic growth.
Analyst Commentary
- Continued topline improvement, with 5% organic growth in Q3.
- Pricing stabilizing to flat levels after six consecutive quarters of deflation.
- Supportive commodity pricing environment benefiting margins.
- Potential tailwinds from inflationary impact of new U.S. tariffs.
- Early signs of end-market recovery driving analyst optimism.
What's in the News
- Ferguson Enterprises Inc. added to Russell 1000 Defensive, Value-Defensive, and Growth-Defensive Indexes.
- Updated 2025 earnings guidance, now expecting net sales to show low to mid-single digit growth.
- Completed share repurchase of 25,871,250 shares (12.28% of total), totaling $3.85 billion since September 2021.
Valuation Changes
Summary of Valuation Changes for Ferguson Enterprises
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $233.68 to $235.00.
- The Future P/E for Ferguson Enterprises remained effectively unchanged, moving only marginally from 23.07x to 23.21x.
- The Discount Rate for Ferguson Enterprises remained effectively unchanged, moving only marginally from 8.16% to 8.17%.
Disclaimer
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