Ferguson Enterprises (FERG) Resumen de Acciones
Ferguson Enterprises Inc. distribuye soluciones esenciales de agua y aire a profesionales especializados de Estados Unidos y Canadá. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 4/6 |
| Dividendos | 3/6 |
FERG Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
CE
Ceazar
Community ContributorCA$5.25FV • 4.8% infravalorado descuento intrínseco
30989.3%Revenue growth p.a.
1.2k
6
0
25
Competidores de Ferguson Enterprises Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$264.27 |
| Máximo en las últimas 52 semanas | US$271.64 |
| Mínimo de 52 semanas | US$166.04 |
| Beta | 1.18 |
| Cambio en 1 mes | 12.42% |
| Variación en 3 meses | 3.66% |
| Cambio de 1 año | 53.41% |
| Variación en 3 años | 89.43% |
| Variación en 5 años | 99.30% |
| Variación desde la OPV | 139.31% |
Noticias y actualizaciones recientes
FERG: Large Project Exposure And Buybacks Will Support Measured Medium Term Progress
Analysts made a modest upward adjustment to the consolidated price target for Ferguson Enterprises, reflecting slightly higher fair value around $276, small tweaks to growth and margin assumptions, and fresh research pointing to ongoing support from non residential exposure, large project work, and updated medium term targets following the recent Q4 update and hybrid analyst day. Analyst Commentary Recent Street research on Ferguson Enterprises centers on refreshed price targets following the latest Q4 results, the hybrid analyst day, and updated medium term growth and margin targets.Ferguson: More Appreciative Of A Long-Term Growth Story
Apr 15FERG: Large Project Exposure And Buybacks Will Support Balanced Medium Term Outlook
The updated analyst price target for Ferguson Enterprises edges lower to about $276 from roughly $277, as analysts fine-tune their models around slightly higher discount rates, modestly adjusted revenue growth assumptions, and ongoing support from recent Q4-driven target revisions across the Street. Analyst Commentary Recent research signals a mix of optimism and caution around Ferguson Enterprises, with most Street models adjusting to Q4 results, updated medium term targets, and evolving project pipelines.FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside
Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.Recent updates
FERG: Large Project Exposure And Buybacks Will Support Measured Medium Term Progress
Analysts made a modest upward adjustment to the consolidated price target for Ferguson Enterprises, reflecting slightly higher fair value around $276, small tweaks to growth and margin assumptions, and fresh research pointing to ongoing support from non residential exposure, large project work, and updated medium term targets following the recent Q4 update and hybrid analyst day. Analyst Commentary Recent Street research on Ferguson Enterprises centers on refreshed price targets following the latest Q4 results, the hybrid analyst day, and updated medium term growth and margin targets.Ferguson: More Appreciative Of A Long-Term Growth Story
Apr 15FERG: Large Project Exposure And Buybacks Will Support Balanced Medium Term Outlook
The updated analyst price target for Ferguson Enterprises edges lower to about $276 from roughly $277, as analysts fine-tune their models around slightly higher discount rates, modestly adjusted revenue growth assumptions, and ongoing support from recent Q4-driven target revisions across the Street. Analyst Commentary Recent research signals a mix of optimism and caution around Ferguson Enterprises, with most Street models adjusting to Q4 results, updated medium term targets, and evolving project pipelines.FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside
Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.FERG: Large Project Exposure And Capital Returns Will Drive Medium Term Upside
Analysts have lifted their average price targets on Ferguson into a roughly $252 to $300 range, citing Q4 results, medium term growth and margin targets, and the company's positioning in non residential and large project markets as key supports for the updated outlook. Analyst Commentary Recent research points to a broadly constructive stance on Ferguson, with price targets clustered in the low to high $200s and a few reaching $300, as analysts refresh models following the latest Q4 report and management's medium term framework.FERG: Large Projects And Capital Returns Will Shape Medium Term Risk Reward
Analysts have lifted their consolidated price target on Ferguson from about $261 to roughly $277, citing stronger modeled revenue growth, continued support from large non-residential projects, and updated post Q4 assumptions that include a slightly higher future P/E multiple. Analyst Commentary Recent research updates show a cluster of higher price targets for Ferguson, with most analysts reacting to Q4 results, the non residential exposure, and management’s medium term guidance.FERG: Buybacks And Dividend Policy Will Support Distribution Exposure And Housing Risk
Analysts have nudged their average price targets for Ferguson higher, with recent upward revisions such as $243 to $247 supporting a slightly stronger outlook that leans on distribution exposure and relatively more attractive valuation assumptions, even as they continue to flag housing affordability, policy shifts, and sector volatility as key risks. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in both US$ and £ terms, which signals that they see room for the shares to better reflect Ferguson's current valuation assumptions.FERG: Buybacks And Dividend Policy Will Counter Housing And Policy Uncertainty
Analysts have inched their price targets for Ferguson higher, with recent moves such as RBC Capital lifting its target to US$247 from US$243 and Morgan Stanley increasing its view to £201.00 from £193.00. These revisions reflect updated assumptions on discount rates, profit margins, and future P/E levels.Does Ferguson Enterprises (NYSE:FERG) Have A Healthy Balance Sheet?
Jan 23
FERG: Buybacks And Dividends Will Offset Housing And Nonresidential Market Uncertainty
Analysts have inched their price targets on Ferguson higher, with recent US$11 and £800 increases supported by updated views on fair value, modestly adjusted discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on Ferguson Enterprises highlights a mix of optimism on execution and valuation, balanced against caution on housing and broader macro risks.Should You Think About Buying Ferguson Enterprises Inc. (NYSE:FERG) Now?
Jan 06FERG: Ongoing Buybacks And Dividend Increases Will Support Constructive Long Term Outlook
Analysts have slightly adjusted their price target for Ferguson Enterprises to approximately $259.77, reflecting updated assumptions around revenue growth, profit margins and future P/E multiples. What's in the News From August 1, 2025 to October 31, 2025, Ferguson Enterprises repurchased 901,308 shares, or 0.46% of its share count, for a total of $208.75 million under its ongoing buyback program (Key Developments).FERG: Future Dividend And Buybacks Will Support Constructive Long Term Outlook
Narrative Update Analysts have nudged their price target on Ferguson Enterprises slightly higher to approximately $260 per share from about $259.60, reflecting modestly higher long term valuation multiples that more than offset slightly softer assumptions for revenue growth and profit margins. What's in the News Raised quarterly dividend to $0.89 per share, a 7% increase year over year, payable February 27, 2026 to shareholders of record on January 2, 2026 (company dividend announcement) Completed a major share repurchase tranche, buying back 901,308 shares between August 1 and October 31, 2025 and totaling 27,680,792 shares, or 13.2% of shares, under the program launched September 28, 2021 (company buyback update) Updated 2025 guidance to target approximately 5% net sales growth, refining prior calendar 2025 outlook of mid single digit growth (company guidance revision) Valuation Changes Fair Value: edged higher from approximately $259.59 to about $259.91 per share, reflecting a minimal upward adjustment in intrinsic valuation.FERG: Future Cycle Turn And Share Gains Will Support Balanced Outlook
The fair value estimate for Ferguson Enterprises edges higher to approximately $260 per share from about $258, as analysts cite robust non residential driven organic growth, ongoing share gains across key end markets, and resilient margins despite pockets of residential and HVAC volatility. Analyst Commentary Bullish analysts have broadly lifted their price targets following Ferguson's latest quarterly results, citing better than expected execution in challenging end markets and reinforcing confidence in the company’s long term growth algorithm.Under The Bonnet, Ferguson Enterprises' (NYSE:FERG) Returns Look Impressive
Nov 28FERG: Ongoing Share Gains And Market Stability Will Support Future Performance
Ferguson Enterprises' analyst price target has been raised modestly. Analysts cite strong organic growth in non-residential markets and ongoing share gains, which are offsetting headwinds in residential and HVAC sectors.FERG: Ongoing Share Gains And Sector Recovery Will Support Steady Performance
Ferguson Enterprises' analyst price target was modestly increased from $255.30 to $257.00, as analysts cited the company's strong organic growth, robust performance in non-residential markets, and continued share gains despite challenges in the residential and HVAC sectors. Analyst Commentary Following Ferguson Enterprises' latest quarterly results, a number of bullish analysts have raised their price targets, citing strong performance in key areas and ongoing share gains.Organic Share Gains And Non-Residential Strength Will Support Upside Momentum
Ferguson Enterprises' analyst price target has risen from $252.16 to $255.30, reflecting analysts' positive outlook on the company's strong Q4 performance, ongoing share gains, and resilience across end markets despite near-term industry headwinds. Analyst Commentary Recent research updates reflect a generally optimistic stance on Ferguson Enterprises, as analysts raise their price targets in response to the company’s strong quarterly results and proven ability to gain market share.HVAC And Waterworks Expansions Will Fuel Future Market Success
Ferguson Enterprises' analyst price target has been raised by approximately $2 to $252. Analysts cite strong Q4 results, share gains across key markets, and the company's resilience despite ongoing headwinds in residential segments.HVAC And Waterworks Expansions Will Fuel Future Market Success
Analysts have raised Ferguson Enterprises’ price target from $237.53 to $249.89, citing strong non-residential growth, consistent market share gains, and robust Q4 results that boost confidence in forward estimates and margin recovery despite ongoing residential sector headwinds. Analyst Commentary Strong organic growth led by robust performance in non-residential segments and positive pricing/inflation tailwinds, offsetting muted residential sector activity.HVAC And Waterworks Expansions Will Fuel Future Market Success
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.Estimating The Fair Value Of Ferguson Enterprises Inc. (NYSE:FERG)
Sep 10HVAC And Waterworks Expansions Will Fuel Future Market Success
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.What Does Ferguson Enterprises Inc.'s (NYSE:FERG) Share Price Indicate?
Aug 03
Under The Bonnet, Ferguson Enterprises' (NYSE:FERG) Returns Look Impressive
Jul 07Why Investors Shouldn't Be Surprised By Ferguson Enterprises Inc.'s (NYSE:FERG) P/E
May 06Ferguson: Construction Headwinds Limit Recovery Potential
Mar 13Ferguson: Rating Downgrade On Uncertain Near-Term Margin Outlook
Dec 13Ferguson Enterprises Is Struggling To Grow
Nov 05
Calculated Expansion In Plumbing And HVAC, Alongside Smart Acquisitions, Fuels Market Leadership And Shareholder Gains
Strategic focus on plumbing and HVAC, alongside optimizing supply chain through automation, positions Ferguson for growth and improved operational efficiency.Rentabilidad de los accionistas
| FERG | US Trade Distributors | Mercado US | |
|---|---|---|---|
| 7D | 0.3% | -0.2% | 0.8% |
| 1Y | 53.4% | 26.1% | 27.8% |
Rentabilidad vs. Industria: FERG superó a la industria US Trade Distributors, que obtuvo un rendimiento del 26.1% el año pasado.
Rentabilidad vs. Mercado: FERG superó al mercado US, que obtuvo un rendimiento del 27.8% el año pasado.
Volatilidad de los precios
| FERG volatility | |
|---|---|
| FERG Average Weekly Movement | 4.6% |
| Trade Distributors Industry Average Movement | 7.0% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: FERG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FERG (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1953 | 35,000 | Kevin Murphy | www.corporate.ferguson.com |
Ferguson Enterprises Inc. distribuye soluciones esenciales de agua y aire a profesionales especializados de Estados Unidos y Canadá. La empresa ofrece diversos productos y servicios, como fontanería; tuberías, válvulas y accesorios; calefacción, ventilación y aire acondicionado; electrodomésticos; iluminación; y soluciones de agua y aguas residuales a clientes residenciales y no residenciales. También suministra productos especializados de tratamiento de agua y aguas residuales a contratistas residenciales, comerciales y de infraestructuras, así como soluciones de tuberías, válvulas y accesorios a clientes industriales.
Resumen de fundamentos de Ferguson Enterprises Inc.
| Estadísticas fundamentales de FERG | |
|---|---|
| Capitalización bursátil | US$51.37b |
| Beneficios(TTM) | US$1.89b |
| Ingresos (TTM) | US$30.80b |
27.2x
Ratio precio-beneficio (PE)1.7x
Ratio precio-ventas (PS)¿Está FERG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FERG | |
|---|---|
| Ingresos | US$30.80b |
| Coste de los ingresos | US$21.37b |
| Beneficio bruto | US$9.43b |
| Otros gastos | US$7.55b |
| Beneficios | US$1.89b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
May 05, 2026
| Beneficios por acción (BPA) | 9.70 |
| Margen bruto | 30.62% |
| Margen de beneficio neto | 6.12% |
| Ratio deuda/patrimonio | 70.4% |
¿Cómo se ha desempeñado FERG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.3%
Rentabilidad actual por dividendo43%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 02:53 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Ferguson Enterprises Inc. está cubierta por 40 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Paul Daniel Sullivan | Barclays |