Ferguson Enterprises (FERG) Panoramica del titolo
Ferguson Enterprises Inc. distribuisce soluzioni essenziali per l'acqua e l'aria a professionisti specializzati negli Stati Uniti e in Canada. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
FERG Community Fair Values
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Analyst Price Targets
Concorrenti di Ferguson Enterprises Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$239.44 |
| Massimo di 52 settimane | US$271.64 |
| Minimo di 52 settimane | US$207.64 |
| Beta | 1.12 |
| Variazione di 1 mese | 5.71% |
| Variazione a 3 mesi | 7.22% |
| Variazione di 1 anno | 4.53% |
| Variazione a 3 anni | 54.50% |
| Variazione a 5 anni | 70.00% |
| Variazione dall'IPO | 116.83% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 14
FERG: Large Project Pipeline And Capital Investments Will Support Stronger Future Upside
Analysts have raised their aggregate price targets on Ferguson into a wide $256 to $325 range, citing Q2 earnings beats, steady share gains, and strong large project exposure that is helping offset softer residential demand. Analyst Commentary Recent Street research on Ferguson points to a broadly constructive tone following the Q2 earnings report.Seeking Alpha • Aug 10
Ferguson Delivers Another Solid Quarter, Despite A Muted Macro
Summary Ferguson Enterprises demonstrates robust performance, gaining market share and executing successful bolt-on M&A despite a muted construction environment. FERG's balanced exposure to residential and nonresidential markets, with strength in data centers and HVAC, supports resilient revenue and margin performance. Guidance was raised to mid-single-digit revenue growth and higher operating margin, excluding the FloWorks acquisition, which is expected to enhance the growth profile post-integration. I maintain a 'Hold' rating on FERG due to valuation concerns and macro risks, particularly tepid residential recovery and potential data center permitting headwinds. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Aug 14
FERG: Large Project Pipeline And Capital Investments Will Support Stronger Future Upside
Analysts have raised their aggregate price targets on Ferguson into a wide $256 to $325 range, citing Q2 earnings beats, steady share gains, and strong large project exposure that is helping offset softer residential demand. Analyst Commentary Recent Street research on Ferguson points to a broadly constructive tone following the Q2 earnings report.Seeking Alpha • Aug 10
Ferguson Delivers Another Solid Quarter, Despite A Muted Macro
Summary Ferguson Enterprises demonstrates robust performance, gaining market share and executing successful bolt-on M&A despite a muted construction environment. FERG's balanced exposure to residential and nonresidential markets, with strength in data centers and HVAC, supports resilient revenue and margin performance. Guidance was raised to mid-single-digit revenue growth and higher operating margin, excluding the FloWorks acquisition, which is expected to enhance the growth profile post-integration. I maintain a 'Hold' rating on FERG due to valuation concerns and macro risks, particularly tepid residential recovery and potential data center permitting headwinds. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 31
FERG: Buybacks And Earnings Resilience Will Support Upside As Sentiment Improves
Ferguson Enterprises' updated analyst price target now sits closer to $280. This reflects a modest recalibration as analysts balance subdued near term growth expectations with recent upgrades that point to more supportive views on the stock's longer run potential.
Aggiornamento narrativa • Jul 16
FERG: FloWorks Deal And Cautious Outlook Will Shape Risk Balance
For Ferguson Enterprises, the analyst price target has shifted to $235.28 from $207.12 as analysts incorporate updated assumptions around slightly higher revenue growth, a modestly higher profit margin, an adjusted discount rate, and a higher future P/E multiple, while also weighing recent research that highlights subdued near term growth expectations and mixed pricing tailwinds. Analyst Commentary Recent Street research on Ferguson Enterprises points to a more cautious tone, with some high profile firms reassessing both the stock's upside potential and the pace of fundamental progress.Aggiornamento narrativa • Jul 02
FERG: AI Infrastructure And Buybacks Will Support Stronger Future Upside
Analysts have lifted their fair value estimate for Ferguson Enterprises stock from $300 to $325, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E that align with the recent mix of higher and lower Street price targets. Analyst Commentary on Ferguson Enterprises Street research around Ferguson Enterprises has been mixed, but the latest fair value move to US$325 reflects how bullish analysts are weighing recent price target changes against execution assumptions and valuation inputs.Articolo di analisi • Jun 21
Ferguson Enterprises (FERG) Stock Could Be 16.2% Undervalued After London Delisting News
London Delisting and Data Center Exposure Put Ferguson Enterprises (FERG) in Focus Ferguson Enterprises (FERG) has drawn attention after announcing the planned cancellation of its secondary London listing and highlighting growing involvement in AI driven data center infrastructure projects. See our latest analysis for Ferguson Enterprises. Recent announcements around the London delisting, a new $0.89 per share dividend and Ferguson Enterprises' growing role in AI focused data center projects...Aggiornamento narrativa • Jun 18
FERG: Concentrated NYSE Listing And Buybacks Will Support Future Earnings Power
Analysts have adjusted their view on Ferguson Enterprises with a modest change in the implied price target. This reflects updated assumptions on the discount rate and future P/E, and incorporates mixed recent research that includes both raises and cuts to the stock's target, with moves closer to $10 and shifts of around $25.Aggiornamento narrativa • Jun 04
FERG: Buybacks And Execution Will Support Higher Medium Term Earnings Power
Ferguson Enterprises' analyst price target has shifted modestly higher to about $285 from roughly $276, as analysts factor in updated assumptions around revenue growth, profit margins, and future P/E following recent mixed target revisions from major firms. Analyst Commentary Recent Street research on Ferguson Enterprises has been mixed, with some firms lifting their price targets and others trimming them.Aggiornamento narrativa • Apr 28
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.Aggiornamento narrativa • Apr 14
FERG: 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.Aggiornamento narrativa • Mar 31
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.Aggiornamento narrativa • Mar 17
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.Aggiornamento narrativa • Mar 03
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.Aggiornamento narrativa • Feb 17
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.Aggiornamento narrativa • Feb 02
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.Articolo di analisi • Jan 23
Does Ferguson Enterprises (NYSE:FERG) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Aggiornamento narrativa • Jan 19
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.Articolo di analisi • Jan 06
Should You Think About Buying Ferguson Enterprises Inc. (NYSE:FERG) Now?
Today we're going to take a look at the well-established Ferguson Enterprises Inc. ( NYSE:FERG ). The company's stock...Aggiornamento narrativa • Jan 05
FERG: 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).Aggiornamento narrativa • Dec 20
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.Aggiornamento narrativa • Dec 06
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.Articolo di analisi • Nov 28
Under The Bonnet, Ferguson Enterprises' (NYSE:FERG) Returns Look Impressive
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Aggiornamento narrativa • Nov 22
FERG: 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.Aggiornamento narrativa • Nov 07
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.Aggiornamento narrativa • Oct 24
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.Aggiornamento narrativa • Oct 10
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.Aggiornamento narrativa • Sep 26
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.Aggiornamento narrativa • Sep 11
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.Articolo di analisi • Sep 10
Estimating The Fair Value Of Ferguson Enterprises Inc. (NYSE:FERG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Ferguson Enterprises fair value estimate is US$254 Current...Aggiornamento narrativa • Aug 27
HVAC 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.Seeking Alpha • Mar 13
Ferguson: Construction Headwinds Limit Recovery Potential
Summary Ferguson Enterprises' stock has fallen 21% due to disappointing earnings and economic uncertainty, despite solid free cash flow and capital returns. The company faces margin pressure and subdued construction demand, impacting earnings and leading to lower guidance for operating margins and cap-ex. Ferguson remains cash generative with a strong balance sheet, continuing share buybacks, dividends, and potential for bolt-on acquisitions. Given macro uncertainty and slow recovery expectations, FERG shares are a hold, with a more compelling buy case at or below $150. Read the full article on Seeking AlphaRendimenti per gli azionisti
| FERG | US Trade Distributors | US Mercato | |
|---|---|---|---|
| 7D | -3.5% | -1.4% | -0.8% |
| 1Y | 4.5% | 12.9% | 20.5% |
Ritorno vs Industria: FERG ha avuto una performance inferiore rispetto al US Trade Distributors che ha registrato un rendimento 12.9 % nell'ultimo anno.
Rendimento vs Mercato: FERG ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| FERG volatility | |
|---|---|
| FERG Average Weekly Movement | 4.6% |
| Trade Distributors Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: FERG non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di FERG è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1953 | 35,000 | Kevin Murphy | www.corporate.ferguson.com |
Ferguson Enterprises Inc. distribuisce soluzioni essenziali per l'acqua e l'aria a professionisti specializzati negli Stati Uniti e in Canada. L'azienda fornisce vari prodotti e servizi, tra cui impianti idraulici, tubi, valvole e raccordi, riscaldamento, ventilazione e condizionamento, elettrodomestici, illuminazione e soluzioni per l'acqua e le acque reflue a clienti residenziali e non residenziali. Fornisce anche prodotti specializzati per il trattamento dell'acqua e delle acque reflue a imprese residenziali, commerciali e di infrastrutture, nonché soluzioni per tubi, valvole e raccordi a clienti industriali.
Ferguson Enterprises Inc. Riepilogo dei fondamenti
| FERG statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$47.05b |
| Utili (TTM) | US$1.99b |
| Ricavi(TTM) | US$31.45b |
23.3x
Rapporto P/E1.5x
Rapporto P/SFERG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FERG Conto economico (TTM) | |
|---|---|
| Ricavi | US$31.45b |
| Costo del fatturato | US$21.81b |
| Profitto lordo | US$9.63b |
| Altre spese | US$7.65b |
| Utili | US$1.99b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
Nov 09, 2026
| Utile per azione (EPS) | 10.27 |
| Margine lordo | 30.63% |
| Margine di profitto netto | 6.32% |
| Rapporto debito/patrimonio netto | 79.1% |
Come si è comportato FERG nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.5%
Rendimento attuale del dividendo41%
Rapporto di remunerazioneFERG paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FERG| Ferguson Enterprises date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 21 2026 |
| Data di pagamento dei dividendi | Oct 07 2026 |
| Giorni fino al dividendo Ex | 0 days |
| Giorni prima della data di pagamento dei dividendi | 47 days |
FERG paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FERGAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 23:20 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ferguson Enterprises Inc. è coperta da 40 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Manthey | Baird |
| Paul Daniel Checketts | Barclays |
| Matthew Bouley | Barclays |