Update shared on11 Sep 2025
Fair value Increased 0.67%Analysts have raised their price target for Ferguson Enterprises to $237.53, reflecting confidence in stable margins, improved organic growth, supportive commodity pricing, and anticipated earnings benefits from U.S. tariffs.
Analyst Commentary
- Bullish analysts cite continued improvement in topline results, with Ferguson achieving 5% organic growth in Q3.
- Recent inflection to flat pricing after six consecutive quarters of deflation supports margin stability and revenue momentum.
- Supportive commodity pricing trends provide further upside, reinforcing the company's pricing power.
- Potential benefits from the inflationary impact of new U.S. tariffs are expected to add to earnings growth.
- Increased price targets reflect a positive outlook on sustained operational execution and favorable macroeconomic factors.
What's in the News
- Ferguson Enterprises Inc. (NYSE:FERG) added to Russell 1000 Defensive Index
- Ferguson Enterprises Inc. (NYSE:FERG) added to Russell 1000 Value-Defensive Index
- Ferguson Enterprises Inc. (NYSE:FERG) added to Russell 1000 Growth-Defensive Index
Valuation Changes
Summary of Valuation Changes for Ferguson Enterprises
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $235.95 to $237.53.
- The Consensus Revenue Growth forecasts for Ferguson Enterprises has risen slightly from 6.5% per annum to 6.8% per annum.
- The Net Profit Margin for Ferguson Enterprises remained effectively unchanged, moving only marginally from 6.53% to 6.47%.
Disclaimer
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