H.B. Fuller（FUL）株式概要H.B.フラー・カンパニーは子会社とともに、接着剤、シーリング剤、コーティング剤、ポリマー、テープ、カプセル剤、添加剤、その他特殊化学製品の処方、製造、販売を行っている。 詳細FUL ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績4/6財務の健全性3/6配当金5/6報酬株価収益率（ 20.1 x）は、 Chemicals業界平均（ 26.8 x）を下回っています。収益は年間12.2%増加すると予測されています 過去1年間で収益は41.8%増加しました 1.59%の安定した配当金を支払う リスク分析負債は営業キャッシュフローで十分にカバーされていない すべてのリスクチェックを見るFUL Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN16.1% undervaluedAnalystConsensusTarget•24d agoND Industries Integration And HHC Pricing Will Secure Stability8202Top Analyst NarrativesH.B. FullerANAnalystConsensusTargetBased on Analyst Price TargetsND Industries Integration And HHC Pricing Will Secure StabilityKey Takeaways Strategic pricing, portfolio optimization, and cost structure improvements aim to enhance profitability and achieve margin targets as raw material pressures ease. Acquisitions and share repurchases indicate potential earnings growth and enhanced shareholder value through strategic expansion and stock buybacks.View narrativeUS$70.43FV16.1% 割安 内在価値ディスカウント4.45%Revenue growth p.a.Set Fair ValueView82users have viewed this narrative0users have liked this narrative0users have commented on this narrative2users have followed this narrative24 days ago author updated this narrativeView all narrativesH.B. Fuller Company 競合他社AvientSymbol: NYSE:AVNTMarket cap: US$3.0bMinerals TechnologiesSymbol: NYSE:MTXMarket cap: US$2.3bSensient TechnologiesSymbol: NYSE:SXTMarket cap: US$4.9bInnospecSymbol: NasdaqGS:IOSPMarket cap: US$1.9b価格と性能株価の高値、安値、推移の概要H.B. Fuller過去の株価現在の株価US$59.0752週高値US$68.6352週安値US$48.71ベータ0.951ヶ月の変化-8.93%3ヶ月変化-9.47%1年変化8.05%3年間の変化-7.89%5年間の変化-12.05%IPOからの変化2,333.79%最新ニュースナラティブの更新 • Apr 26FUL: Raised Guidance And P/E Assumptions Will Support Stronger Long Term OutlookAnalysts have adjusted their outlook on H.B. Fuller, with offsetting moves such as a $3 increase in the price target at Citi and a $3 reduction at UBS. These changes are framed around updated views on valuation inputs such as the discount rate and the assumed future P/E multiple.Declared Dividend • Apr 20First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 30th April 2026 Payment date: 14th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 17H.B. Fuller Company Approves Regular Quarterly Cash Dividend, Payable on May 14, 2026H.B. Fuller Company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2350 per share of common stock to $0.2450 per share of common stock, payable on May 14, 2026 to shareholders of record at the close of business on April 30, 2026.ナラティブの更新 • Apr 12FUL: Long Term Assumptions Will Support Balanced Outlook Despite Mixed GuidanceThe analyst price target for H.B. Fuller edges slightly lower to about $70.43 from roughly $70.71, as analysts balance recent target increases from several firms with more cautious revisions tied to adjusted growth, margin, and P/E assumptions. Analyst Commentary Recent Street research on H.B. Fuller presents a mixed picture, with several firms adjusting price targets both higher and lower over the past few months.Recent Insider Transactions • Apr 09President recently bought US$295k worth of stockOn the 7th of April, Celeste Mastin bought around 5k shares on-market at roughly US$57.08 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Celeste's only on-market trade for the last 12 months.ナラティブの更新 • Mar 29FUL: Higher Long Term Assumptions Will Support Upside Despite Mixed GuidanceAnalysts trimmed the average H.B. Fuller price target by about $1 to $70.71, reflecting a mix of recent upward and downward revisions as they reassessed assumptions on growth, profitability, and valuation multiples. Analyst Commentary Recent research on H.B. Fuller features a mix of higher and lower price targets.最新情報をもっと見るRecent updatesナラティブの更新 • Apr 26FUL: Raised Guidance And P/E Assumptions Will Support Stronger Long Term OutlookAnalysts have adjusted their outlook on H.B. Fuller, with offsetting moves such as a $3 increase in the price target at Citi and a $3 reduction at UBS. These changes are framed around updated views on valuation inputs such as the discount rate and the assumed future P/E multiple.Declared Dividend • Apr 20First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 30th April 2026 Payment date: 14th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 17H.B. Fuller Company Approves Regular Quarterly Cash Dividend, Payable on May 14, 2026H.B. Fuller Company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2350 per share of common stock to $0.2450 per share of common stock, payable on May 14, 2026 to shareholders of record at the close of business on April 30, 2026.ナラティブの更新 • Apr 12FUL: Long Term Assumptions Will Support Balanced Outlook Despite Mixed GuidanceThe analyst price target for H.B. Fuller edges slightly lower to about $70.43 from roughly $70.71, as analysts balance recent target increases from several firms with more cautious revisions tied to adjusted growth, margin, and P/E assumptions. Analyst Commentary Recent Street research on H.B. Fuller presents a mixed picture, with several firms adjusting price targets both higher and lower over the past few months.Recent Insider Transactions • Apr 09President recently bought US$295k worth of stockOn the 7th of April, Celeste Mastin bought around 5k shares on-market at roughly US$57.08 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Celeste's only on-market trade for the last 12 months.ナラティブの更新 • Mar 29FUL: Higher Long Term Assumptions Will Support Upside Despite Mixed GuidanceAnalysts trimmed the average H.B. Fuller price target by about $1 to $70.71, reflecting a mix of recent upward and downward revisions as they reassessed assumptions on growth, profitability, and valuation multiples. Analyst Commentary Recent research on H.B. Fuller features a mix of higher and lower price targets.Reported Earnings • Mar 26First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.39 (up from US$0.24 in 1Q 2025). Revenue: US$770.8m (down 2.3% from 1Q 2025). Net income: US$21.0m (up 59% from 1Q 2025). Profit margin: 2.7% (up from 1.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.Seeking Alpha • Mar 26I'm Less Positive On H.B. Fuller After This Quarter (Downgrade)Summary With margins holding up but sales volumes weakening, the stock’s upside appears limited, leading to a neutral stance on shares. Organic revenue declined 6.6%, driven primarily by a 7.2% drop in sales volumes across several end markets. Customer caution in construction and general industrial markets continued to weigh on demand, particularly within Building Adhesive Solutions and consumer-related segments. Net leverage has improved to roughly 3.1× EBITDA, though the company still carries a relatively high debt load and a below-investment-grade credit rating. Read the full article on Seeking Alphaお知らせ • Mar 26+ 1 more updateH.B. Fuller Company Revises Earnings Guidance for Fiscal 2026H.B. Fuller Company revised earnings guidance for fiscal 2026. The company increases full-year revenue guidance. Net revenue for fiscal 2026 is now expected to be up mid-single digits.ナラティブの更新 • Mar 14FUL: Higher P/E Assumptions Will Support Upside Despite Muted Revenue OutlookAnalysts have lifted their consolidated price target on H.B. Fuller by several dollars, with recent $2 to $6 upward revisions tied to their updated views on the company’s earnings power and P/E assumptions. Analyst Commentary Bullish analysts raising their targets by $2 to $6 are largely reacting to updated assumptions on H.B. Fuller’s earnings power and the P/E they are willing to apply to those earnings.お知らせ • Mar 12H.B. Fuller Company to Report Q1, 2026 Results on Mar 25, 2026H.B. Fuller Company announced that they will report Q1, 2026 results After-Market on Mar 25, 2026お知らせ • Mar 05H.B. Fuller Company, Annual General Meeting, Apr 16, 2026H.B. Fuller Company, Annual General Meeting, Apr 16, 2026.ナラティブの更新 • Feb 28FUL: Free Cash Flow Support Will Offset Modest Outlook And Future P/E AssumptionsH.B. Fuller’s analyst price target has been lifted by several firms, with recent increases of $2 to $6 reflecting analysts’ updated views on its earnings profile and modest adjustments to assumptions such as discount rate, long-term revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research points to a cluster of higher price targets for H.B. Fuller, with adjustments in the range of $2 to $6.Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$65.67. The fair value is estimated to be US$82.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.ナラティブの更新 • Feb 14FUL: Free Cash Flow Support Will Balance Organic Headwinds And Future P/E ExpectationsThe Street has nudged its view on H.B. Fuller higher, with analysts lifting price targets by $2 to $6 as they point to a mix of free cash flow support and valuation considerations, even as they flag near term organic growth headwinds. Analyst Commentary Recent Street research clusters around a common theme for H.B. Fuller, with price target increases framed against ongoing pressure on near term organic growth.Buy Or Sell Opportunity • Feb 05Now 21% undervaluedOver the last 90 days, the stock has risen 13% to US$65.39. The fair value is estimated to be US$82.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Director Celine Martin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.ナラティブの更新 • Jan 31FUL: Free Cash Flow Support Will Underpin Higher Future P/E ExpectationsAnalysts have lifted their price targets on H.B. Fuller by between $2 and $6, citing updated views on valuation, free cash flow support, and a slightly higher assumed future P/E multiple in their models. Analyst Commentary Recent research updates show a cluster of higher price targets for H.B. Fuller, with several firms revisiting their models to reflect revised valuation assumptions, free cash flow support, and modestly higher assumed future P/E multiples.Recent Insider Transactions Derivative • Jan 28President exercised options to buy US$816k worth of stock.On the 24th of January, Celeste Mastin exercised options to buy 14k shares at a strike price of around US$60.07, costing a total of US$826k. This transaction amounted to 96% of their direct individual holding at the time of the trade. Since March 2025, Celeste's direct individual holding has increased from 11.99k shares to 19.62k. Company insiders have collectively bought US$1.6m more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Jan 26Fourth quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th February 2026 Payment date: 19th February 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 22H.B. Fuller Company Announces Regular Quarterly Cash Dividend, Payable on February 19, 2026H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on February 19, 2026 to shareholders of record at the close of business on February 5, 2026.ナラティブの更新 • Jan 17FUL: Higher P/E Expectations Will Shape Medium Term Earnings PowerAnalysts have raised their price targets for H.B. Fuller, reflected in the fair value estimate increasing from $68.83 to $71.71. This change is based on a higher assumed future P/E multiple, along with slightly revised assumptions for the discount rate, revenue growth, and profit margins.Reported Earnings • Jan 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.78 (up from US$2.37 in FY 2024). Revenue: US$3.47b (down 2.7% from FY 2024). Net income: US$152.0m (up 17% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jan 15H.B. Fuller Company Provides Earnings Guidance for the First Quarter and Fiscal Year 2026H.B. Fuller Company provides earnings guidance for the first quarter and fiscal year 2026. For the quarter, the company's Net revenue is expected to be down low single digits. For the year, the company's Net revenue is expected to be flat to up 2%, with organic revenue expected to be approximately flat versus fiscal 2025.分析記事 • Jan 08Investors Will Want H.B. Fuller's (NYSE:FUL) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Dec 31H.B. Fuller Company to Report Q4, 2025 Results on Jan 14, 2026H.B. Fuller Company announced that they will report Q4, 2025 results After-Market on Jan 14, 2026Recent Insider Transactions Derivative • Nov 14Insider notifies of intention to sell stockNathanial Weaver intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of November. If the sale is conducted around the recent share price of US$58.38, it would amount to US$413k. Since March 2025, Nathanial has owned 6.97k shares directly. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Nov 14We Think H.B. Fuller (NYSE:FUL) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Recent Insider Transactions Derivative • Oct 28Executive VP & CFO notifies of intention to sell stockJohn Corkrean intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of October. If the sale is conducted around the recent share price of US$60.31, it would amount to US$858k. Since December 2024, John's direct individual holding has increased from 47.19k shares to 52.20k. Company insiders have collectively bought US$2.6m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Oct 08H.B. Fuller Company Announces Appointment of Celine Martin to Its Board of Directors, Effective December 1, 2025H.B. Fuller Company announced the appointment of Celine Martin to its Board of Directors, effective December 1, 2025. Age:51, Ms. Martin brings more than 30 years of experience in the global MedTech industry, with deep expertise across surgical, cardiology, endovascular, and neurovascular segments. Her appointment reinforces H.B. Fuller’s strategic focus on expanding its presence in high-margin, high-growth markets like medical, and supports the company’s transformation journey toward achieving a greater than 20% EBITDA margin. Celine Martin, a seasoned medical device executive, joins H.B. Fuller’s Board of Directors effective December 1, 2025. Ms. Martin most recently served from 2022 to 2025 as the Company Group Chairman of the Cardiovascular & Specialty Solutions (CSS) Group at Johnson & Johnson, a global leader in the research and development, manufacture, and sale of a broad range of medical technologies. As a member of the Johnson & Johnson Medical Devices Group Operating committee, she led a diverse portfolio of medical device businesses including Electrophysiology, Neurovascular Intervention, Ear Nose and Throat and Breast Aesthetics. Before that, Ms. Martin held several roles of increasing responsibilities including Company Group Chairman, overseeing the surgical instrument portfolio of Ethicon, maker of Dermabond topical adhesives, from 2018 to 2021. Over her 30-year career, both in the U.S. and internationally, she played a vital role in advancing the ambition of Johnson & Johnson MedTech, including developing new categories and advancing standards of care for atrial fibrillation, stroke and minimally invasive surgery. Ms. Martin’s three-decade career at Johnson & Johnson included pivotal roles in advancing standards of care for atrial fibrillation, stroke, and minimally invasive surgery. Her global experience and cross-functional leadership in marketing, product development, and commercial strategy make her a strong addition to H.B. Fuller’s Board. Ms. Martin holds an MBA from Wake Forest University and a graduate degree in marketing from EM Normandie Business School.Declared Dividend • Oct 06Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 16th October 2025 Payment date: 30th October 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Oct 03There May Be Reason For Hope In H.B. Fuller's (NYSE:FUL) Disappointing EarningsSoft earnings didn't appear to concern H.B. Fuller Company's ( NYSE:FUL ) shareholders over the last week. Our analysis...お知らせ • Oct 03H.B. Fuller Company Announces Regular Quarterly Cash Dividend, Payable on October 30, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on October 30, 2025 to shareholders of record at the close of business on October 16, 2025.分析記事 • Sep 30H.B. Fuller Company Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearShareholders might have noticed that H.B. Fuller Company ( NYSE:FUL ) filed its quarterly result this time last week...ナラティブの更新 • Sep 28ND Industries Integration And HHC Pricing Will Secure StabilityAnalysts have raised H.B. Fuller's price target to $68.83, citing confidence in continued EBITDA growth, margin expansion, and operational execution despite a weak growth environment. Analyst Commentary Bullish analysts highlight solid year-over-year EBITDA growth expected in fiscal 2025, despite a sluggish growth environment.Reported Earnings • Sep 25Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.23 (up from US$1.01 in 3Q 2024). Revenue: US$892.0m (down 2.8% from 3Q 2024). Net income: US$67.2m (up 21% from 3Q 2024). Profit margin: 7.5% (up from 6.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Sep 25H.B. Fuller Company Updates Earnings Guidance for the Fiscal 2025H.B. Fuller Company updated earnings guidance for the fiscal 2025. For the period, Net revenue for fiscal 2025 is expected to be down 2% to 3%; organic revenue for fiscal 2025 is now expected to be flat to up 1%; the company now expect foreign exchange to adversely impact net revenue by approximately 1.0%.お知らせ • Sep 11H.B. Fuller Company to Report Q3, 2025 Results on Sep 24, 2025H.B. Fuller Company announced that they will report Q3, 2025 results After-Market on Sep 24, 2025分析記事 • Aug 30Estimating The Intrinsic Value Of H.B. Fuller Company (NYSE:FUL)Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$53.78 With US$61.05...分析記事 • Aug 14H.B. Fuller Company's (NYSE:FUL) P/E Is On The MarkH.B. Fuller Company's ( NYSE:FUL ) price-to-earnings (or "P/E") ratio of 31.7x might make it look like a strong sell...分析記事 • Jul 30Is Now The Time To Look At Buying H.B. Fuller Company (NYSE:FUL)?While H.B. Fuller Company ( NYSE:FUL ) might not have the largest market cap around , it saw a double-digit share price...Declared Dividend • Jul 21Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 31st July 2025 Payment date: 14th August 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 17H.B. Fuller Company Declares Quarterly Cash Dividend, Payable on August 14, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on August 14, 2025 to shareholders of record at the close of business on July 31, 2025.分析記事 • Jul 15There's Been No Shortage Of Growth Recently For H.B. Fuller's (NYSE:FUL) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...お知らせ • Jun 30+ 5 more updatesH.B. Fuller Company(NYSE:FUL) dropped from Russell 2000 Growth IndexH.B. Fuller Company(NYSE:FUL) dropped from Russell 2000 Growth IndexPrice Target Changed • Jun 29Price target increased by 7.6% to US$64.80Up from US$60.20, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$61.73. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.37 last year.Reported Earnings • Jun 26Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.77 (down from US$0.93 in 2Q 2024). Revenue: US$898.1m (down 2.1% from 2Q 2024). Net income: US$41.8m (down 18% from 2Q 2024). Profit margin: 4.7% (down from 5.6% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Jun 26H.B. Fuller Company Updates Earnings Guidance for Fiscal 2025H.B. Fuller Company updated earnings guidance for fiscal 2025. As a result of its strong financial performance, the company is updating its previously communicated financial guidance for fiscal 2025. For the period, the company expects Net revenue for fiscal 2025 is now expected to be down 2% to 3%; organic revenue for fiscal 2025 is still expected to be flat to up 2%; company now expect foreign exchange to adversely impact net revenue by 1.0% to 1.5%.お知らせ • Jun 12H.B. Fuller Company to Report Q2, 2025 Results on Jun 25, 2025H.B. Fuller Company announced that they will report Q2, 2025 results After-Market on Jun 25, 2025分析記事 • May 22Is H.B. Fuller Company (NYSE:FUL) Worth US$54.7 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$41.64 H.B. Fuller is...分析記事 • May 07H.B. Fuller (NYSE:FUL) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Apr 19H.B. Fuller (NYSE:FUL) Will Pay A Larger Dividend Than Last Year At $0.235The board of H.B. Fuller Company ( NYSE:FUL ) has announced that it will be increasing its dividend by 5.6% on the 13th...Declared Dividend • Apr 19First quarter dividend increased to US$0.23Dividend of US$0.23 is 5.6% higher than last year. Ex-date: 29th April 2025 Payment date: 13th May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 89% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 16H.B. Fuller Increases Quarterly Dividend, Payable on May 13, 2025H.B. Fuller company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2225 per share of common stock to $0.2350 per share of common stock, payable on May 13, 2025 to shareholders of record at the close of business on April 29, 2025.分析記事 • Apr 10Here's What To Make Of H.B. Fuller's (NYSE:FUL) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Buy Or Sell Opportunity • Apr 09Now 32% overvaluedOver the last 90 days, the stock has fallen 15% to US$53.78. The fair value is estimated to be US$40.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.7%. Revenue is forecast to grow by 2.9% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$48.43, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in the US. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.11 per share.Price Target Changed • Mar 31Price target decreased by 8.2% to US$62.40Down from US$68.00, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$54.77. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$2.37 last year.Price Target Changed • Mar 28Price target decreased by 12% to US$63.40Down from US$71.83, the current price target is an average from 5 analysts. New target price is 16% above last closing price of US$54.77. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$2.37 last year.お知らせ • Mar 28H.B. Fuller Launches Industry-Changing Commercial Roofing Adhesive with Canister Propellent TechnologyH.B. Fuller announced the launch of an innovative new technology that is driving change for commercial roofing installation and enhancing environmental responsibility. The H.B. Fuller Millennium PG-1 EF ECO2 is a high-performance roofing adhesive that eliminates the need for chemical blowing agents by using naturally occurring atmospheric gases. This powerful blend of gases called ECO2 Driven™? technology, operates without the use of high Global Warming Potential (GWP) propellants or Hydrofluoroolefins (HFOs), reducing the environmental impact of dispensing the adhesive without compromising adhesion strength. Designed to meet or exceed current North American environmental standards and align with emerging global regulations for Commercial Roofing, Millennium PG-1EF ECO2 is easy to use, while supporting sustainability goals. Canister-based adhesives can help reduce job site waste as canisters offer significant coverage area per unit and, when properly emptied, can be recycled depending on local regulations. As with the first-generation Millennium PG-1 EF ECO product, the "EF" stands for equipment-free. This two-part low-rise foam adhesive efficiently combines part A with part B dispensed through two canisters and features a unique spray nozzle that quickly and easily transitions between a ribbon or spatter spray. This enables the installation of insulation board and fleece-backed roofing membranes with one product that is easy to use and transport. In addition, compared to the mechanical fastening of roofing membranes, adhesives eliminate thermal bridging, achieve high wind uplift ratings, and minimize risks of leaks and building damage during re-roofing. These benefits support H.B. Fuller's commitment to both innovation and sustainability. With performance and patented ECO2 Driven™? Technology, Millennium PG-1 EF ECO 2 helps customers achieve their operational and sustainability goals while delivering value to roofing contractors and building owners.Reported Earnings • Mar 27First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.24 (down from US$0.57 in 1Q 2024). Revenue: US$788.7m (down 2.7% from 1Q 2024). Net income: US$13.2m (down 57% from 1Q 2024). Profit margin: 1.7% (down from 3.8% in 1Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 27H.B. Fuller Company Reaffirms Earnings Guidance for Fiscal Year 2025H.B. Fuller Company reaffirmed earnings guidance for fiscal year 2025. For the year company expects, Net revenue growth to be down 2% to 4%, adjusting for the divestiture of the Flooring business, net revenue is expected to be up 1% to 2%; Organic revenue growth is expected to be flat to up 2% versus fiscal 2024.分析記事 • Mar 13Shareholders Should Be Pleased With H.B. Fuller Company's (NYSE:FUL) PriceWith a price-to-earnings (or "P/E") ratio of 22.4x H.B. Fuller Company ( NYSE:FUL ) may be sending bearish signals at...お知らせ • Mar 13H.B. Fuller Company to Report Q1, 2025 Results on Mar 26, 2025H.B. Fuller Company announced that they will report Q1, 2025 results After-Market on Mar 26, 2025Price Target Changed • Mar 05Price target decreased by 9.1% to US$68.60Down from US$75.50, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$55.94. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$3.49 for next year compared to US$2.37 last year.お知らせ • Mar 05H.B. Fuller Company, Annual General Meeting, Apr 15, 2025H.B. Fuller Company, Annual General Meeting, Apr 15, 2025.分析記事 • Feb 21What Is H.B. Fuller Company's (NYSE:FUL) Share Price Doing?H.B. Fuller Company ( NYSE:FUL ), is not the largest company out there, but it saw significant share price movement...New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.Recent Insider Transactions Derivative • Jan 29Insider exercised options to buy US$712k worth of stock.On the 26th of January, Zhiwei Cai exercised 11.50k options to receive shares at no cost, then sold around 192.00 of them at US$62.77 each and kept the remainder. Since March 2024, Zhiwei's direct individual holding has decreased from 35.31k shares to 30.66k. Company insiders have collectively sold US$121k more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jan 27Fourth quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 6th February 2025 Payment date: 20th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jan 26Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to US$62.77. The fair value is estimated to be US$52.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.4%. Revenue is forecast to grow by 0.8% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.分析記事 • Jan 23We Think You Can Look Beyond H.B. Fuller's (NYSE:FUL) Lackluster EarningsShareholders appeared unconcerned with H.B. Fuller Company's ( NYSE:FUL ) lackluster earnings report last week. We...お知らせ • Jan 23H.B. Fuller Company Declares Regular Quarterly Cash Dividend, Payable on February 20, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2225 per share of common stock, payable on February 20, 2025 to shareholders of record at the close of business on February 6, 2025.Seeking Alpha • Jan 17Evaluation Of H.B. Fuller After A 30% DeclineSummary H.B. Fuller missed analysts' estimates for the second consecutive quarter, leading to a 3% stock decline and hitting a nearly 3-year low. Despite recent stagnation, H.B. Fuller expects to realize price hikes in 2025, with projected earnings per share growth of 5% and potential for significant future gains. The stock's sharp 30% decline is attributed to its initially high valuation; it now trades at a more reasonable 15.0x forward P/E ratio. Given its cyclical nature, H.B. Fuller offers substantial upside potential but is not a long-term hold; investors should reassess at $79 target. Read the full article on Seeking AlphaReported Earnings • Jan 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.37 (down from US$2.67 in FY 2023). Revenue: US$3.57b (up 1.6% from FY 2023). Net income: US$130.3m (down 10% from FY 2023). Profit margin: 3.6% (down from 4.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.お知らせ • Jan 16H.B. Fuller Company Provides Consolidated Earnings Guidance for the Fiscal Year 2025H.B. Fuller Company provided consolidated earnings guidance for the fiscal year 2025. Net revenue growth for fiscal 2025 is expected to be down 2% to 4%, adjusting for the divestiture of the Flooring business, net revenue is expected to be up 1% to 2%; Organic revenue growth is expected to be flat to up 2% versus fiscal 2024.Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$61.29. The fair value is estimated to be US$77.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Price Target Changed • Jan 03Price target decreased by 8.6% to US$78.33Down from US$85.67, the current price target is an average from 6 analysts. New target price is 25% above last closing price of US$62.79. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.63 for next year compared to US$2.67 last year.お知らせ • Jan 02+ 1 more updateH.B. Fuller Company to Report Q4, 2024 Results on Jan 15, 2025H.B. Fuller Company announced that they will report Q4, 2024 results After-Market on Jan 15, 2025分析記事 • Dec 21Does H.B. Fuller (NYSE:FUL) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Dec 08H.B. Fuller: Still Not Fully OnboardSummary H.B. Fuller faces lackluster revenue growth and margin pressure despite M&A activities, leading to cautious investment sentiment and a neutral stance. The company has a long heritage, generating $3.5 billion in 2023 sales, but inventory de-stocking and soft trends have weighed on sales growth for a while. Recent acquisitions and reorganization efforts have increased net debt to $2 billion, raising leverage ratios to 3.2-3.3 times amidst flat organic sales. I remain cautious and seek an entry point in the mid-sixties, given the current 18 times earnings multiple and expensive portfolio reshuffling. Read the full article on Seeking Alpha分析記事 • Dec 07Earnings Not Telling The Story For H.B. Fuller Company (NYSE:FUL)With a price-to-earnings (or "P/E") ratio of 22.6x H.B. Fuller Company ( NYSE:FUL ) may be sending bearish signals at...お知らせ • Dec 03H.B. Fuller Company (NYSE:FUL) signed an agreement to acquire Gem Srl.H.B. Fuller Company (NYSE:FUL) signed an agreement to acquire Gem Srl on December 2, 2024. In related transaction H.B. Fuller Company acquired Medifill Ltd. The combined purchase price for both the comapnies is €180 million. Subject to customary closing conditions and regulatory approvals, the GEM acquisition is expected to close in February 2025.分析記事 • Nov 20Should You Investigate H.B. Fuller Company (NYSE:FUL) At US$73.70?H.B. Fuller Company ( NYSE:FUL ), is not the largest company out there, but it saw significant share price movement...Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to US$73.70. The fair value is estimated to be US$92.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.分析記事 • Nov 07A Look At The Intrinsic Value Of H.B. Fuller Company (NYSE:FUL)Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$92.46 With US$79.33...Buy Or Sell Opportunity • Nov 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.9% to US$73.18. The fair value is estimated to be US$92.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.お知らせ • Oct 21H.B. Fuller Company Announces Chair of Board of Directors ChangesH.B. Fuller Company announced that Teresa (Terry) J. Rasmussen has been appointed Chair of the company’s Board of Directors following the retirement of Lee R. Mitau, effective January 22, 2025. About Terry Rasmussen Rasmussen joined the H.B. Fuller Board of Directors in 2020 and currently serves as president and chief executive officer of Thrivent, a Fortune 500 diversified financial services organization. She brings world-class leadership and business acumen to the Board, along with significant expertise in organizational transformation. Before her current role, Rasmussen was president of Thrivent’s core life, health and annuities business after serving 10 years as senior vice president, general counsel and secretary. Prior to joining Thrivent, Rasmussen held a series of leadership roles at American Express, including serving as vice president and managing counsel. Earlier in her career, she was a trial attorney with the United States Department of Justice, Tax Division, as part of the Attorney General’s Honors Program. Rasmussen is a member of the Thrivent Board of Directors and the American Council of Life Insurers Board of Directors, where she is chair-elect. She is also on the board of the Walker Art Center, a world-renowned contemporary art museum in Minneapolis, Minnesota. She received her bachelor’s degree in accounting from Minnesota State University at Moorhead. After passing the CPA exam, she earned her Juris Doctor from the University of North Dakota.分析記事 • Oct 11H.B. Fuller (NYSE:FUL) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Oct 07H.B. Fuller Company Announces Retirement of Traci L. Jensen as Executive Vice President and Chief Administrative Officer, Effective November 30, 2024On October 1, 2024, Traci L. Jensen, Executive Vice President and Chief Administrative Officer of H.B. Fuller Company, notified the Company of her retirement, effective November 30, 2024. Ms. Jensen has served as Executive Vice President and Chief Administrative Officer of the Company since December 2022 and previously served as Vice President, Global Business Process Improvement since December 2019 following a ten-year career at the Company. Ms. Jensen has played an important role on the Company’s executive team and has been instrumental in guiding the Company’s recent growth.Declared Dividend • Oct 07Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 17th October 2024 Payment date: 31st October 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 2 years, which should provide support to the dividend and adequate earnings cover.株主還元FULUS ChemicalsUS 市場7D-0.5%-3.2%-0.3%1Y8.0%7.8%26.7%株主還元を見る業界別リターン: FUL過去 1 年間で7.8 % の収益を上げたUS Chemicals業界を上回りました。リターン対市場: FULは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。価格変動Is FUL's price volatile compared to industry and market?FUL volatilityFUL Average Weekly Movement5.9%Chemicals Industry Average Movement7.4%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: FUL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: FULの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18877,100Celeste Mastinwww.hbfuller.comH.B.フラー・カンパニーは子会社とともに、接着剤、シーリング剤、コーティング剤、ポリマー、テープ、封止剤、添加剤、その他特殊化学製品の処方、製造、販売を行っている。事業セグメントは3つ：衛生・健康・消耗品用接着剤、エンジニアリング用接着剤、建築用接着剤。衛生・健康・消耗品用接着剤部門は、包装、コンバーティング、不織布・衛生、医療・美容など様々な市場の用途向けに、熱可塑性、熱硬化性、反応性、水性、溶剤性などの特殊工業用接着剤を製造・供給している。エンジニアリング接着剤部門は、反応型、光硬化型、2液型、ポリウレタン系、シリコーン系、フィルム系、速硬化型の高性能工業用接着剤を製造し、耐久組立品、高機能木材・繊維、輸送、エレクトロニクス、クリーンエネルギー、航空宇宙・防衛、家電、重機、断熱ガラスなどの市場に供給している。建築用接着剤部門は、商業用屋根、暖房、換気、空調、断熱用途に使用される製品、および消費者市場や専門業者向けのコーキング剤やシーリング剤を提供している。北米、中南米、欧州、インド、中東、アフリカ、アジア太平洋地域の販売代理店や小売店を通じて、顧客に直接製品を販売している。H.B.フラー社は1887年に設立され、ミネソタ州セントポールに本社を置いている。もっと見るH.B. Fuller Company 基礎のまとめH.B. Fuller の収益と売上を時価総額と比較するとどうか。FUL 基礎統計学時価総額US$3.10b収益（TTM）US$159.76m売上高(TTM)US$3.46b20.1xPER（株価収益率0.9xP/SレシオFUL は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計FUL 損益計算書（TTM）収益US$3.46b売上原価US$2.35b売上総利益US$1.10bその他の費用US$941.96m収益US$159.76m直近の収益報告Feb 28, 2026次回決算日該当なし一株当たり利益（EPS）2.93グロス・マージン31.88%純利益率4.62%有利子負債／自己資本比率107.9%FUL の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り32%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 08:35終値2026/05/20 00:00収益2026/02/28年間収益2025/11/29データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋H.B. Fuller Company 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Ghansham PanjabiBairdParetosh MisraBerenbergPatrick CunninghamCitigroup Inc10 その他のアナリストを表示
ナラティブの更新 • Apr 26FUL: Raised Guidance And P/E Assumptions Will Support Stronger Long Term OutlookAnalysts have adjusted their outlook on H.B. Fuller, with offsetting moves such as a $3 increase in the price target at Citi and a $3 reduction at UBS. These changes are framed around updated views on valuation inputs such as the discount rate and the assumed future P/E multiple.
Declared Dividend • Apr 20First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 30th April 2026 Payment date: 14th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 17H.B. Fuller Company Approves Regular Quarterly Cash Dividend, Payable on May 14, 2026H.B. Fuller Company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2350 per share of common stock to $0.2450 per share of common stock, payable on May 14, 2026 to shareholders of record at the close of business on April 30, 2026.
ナラティブの更新 • Apr 12FUL: Long Term Assumptions Will Support Balanced Outlook Despite Mixed GuidanceThe analyst price target for H.B. Fuller edges slightly lower to about $70.43 from roughly $70.71, as analysts balance recent target increases from several firms with more cautious revisions tied to adjusted growth, margin, and P/E assumptions. Analyst Commentary Recent Street research on H.B. Fuller presents a mixed picture, with several firms adjusting price targets both higher and lower over the past few months.
Recent Insider Transactions • Apr 09President recently bought US$295k worth of stockOn the 7th of April, Celeste Mastin bought around 5k shares on-market at roughly US$57.08 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Celeste's only on-market trade for the last 12 months.
ナラティブの更新 • Mar 29FUL: Higher Long Term Assumptions Will Support Upside Despite Mixed GuidanceAnalysts trimmed the average H.B. Fuller price target by about $1 to $70.71, reflecting a mix of recent upward and downward revisions as they reassessed assumptions on growth, profitability, and valuation multiples. Analyst Commentary Recent research on H.B. Fuller features a mix of higher and lower price targets.
ナラティブの更新 • Apr 26FUL: Raised Guidance And P/E Assumptions Will Support Stronger Long Term OutlookAnalysts have adjusted their outlook on H.B. Fuller, with offsetting moves such as a $3 increase in the price target at Citi and a $3 reduction at UBS. These changes are framed around updated views on valuation inputs such as the discount rate and the assumed future P/E multiple.
Declared Dividend • Apr 20First quarter dividend of US$0.24 announcedShareholders will receive a dividend of US$0.24. Ex-date: 30th April 2026 Payment date: 14th May 2026 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 17H.B. Fuller Company Approves Regular Quarterly Cash Dividend, Payable on May 14, 2026H.B. Fuller Company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2350 per share of common stock to $0.2450 per share of common stock, payable on May 14, 2026 to shareholders of record at the close of business on April 30, 2026.
ナラティブの更新 • Apr 12FUL: Long Term Assumptions Will Support Balanced Outlook Despite Mixed GuidanceThe analyst price target for H.B. Fuller edges slightly lower to about $70.43 from roughly $70.71, as analysts balance recent target increases from several firms with more cautious revisions tied to adjusted growth, margin, and P/E assumptions. Analyst Commentary Recent Street research on H.B. Fuller presents a mixed picture, with several firms adjusting price targets both higher and lower over the past few months.
Recent Insider Transactions • Apr 09President recently bought US$295k worth of stockOn the 7th of April, Celeste Mastin bought around 5k shares on-market at roughly US$57.08 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Celeste's only on-market trade for the last 12 months.
ナラティブの更新 • Mar 29FUL: Higher Long Term Assumptions Will Support Upside Despite Mixed GuidanceAnalysts trimmed the average H.B. Fuller price target by about $1 to $70.71, reflecting a mix of recent upward and downward revisions as they reassessed assumptions on growth, profitability, and valuation multiples. Analyst Commentary Recent research on H.B. Fuller features a mix of higher and lower price targets.
Reported Earnings • Mar 26First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.39 (up from US$0.24 in 1Q 2025). Revenue: US$770.8m (down 2.3% from 1Q 2025). Net income: US$21.0m (up 59% from 1Q 2025). Profit margin: 2.7% (up from 1.7% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 5% per year.
Seeking Alpha • Mar 26I'm Less Positive On H.B. Fuller After This Quarter (Downgrade)Summary With margins holding up but sales volumes weakening, the stock’s upside appears limited, leading to a neutral stance on shares. Organic revenue declined 6.6%, driven primarily by a 7.2% drop in sales volumes across several end markets. Customer caution in construction and general industrial markets continued to weigh on demand, particularly within Building Adhesive Solutions and consumer-related segments. Net leverage has improved to roughly 3.1× EBITDA, though the company still carries a relatively high debt load and a below-investment-grade credit rating. Read the full article on Seeking Alpha
お知らせ • Mar 26+ 1 more updateH.B. Fuller Company Revises Earnings Guidance for Fiscal 2026H.B. Fuller Company revised earnings guidance for fiscal 2026. The company increases full-year revenue guidance. Net revenue for fiscal 2026 is now expected to be up mid-single digits.
ナラティブの更新 • Mar 14FUL: Higher P/E Assumptions Will Support Upside Despite Muted Revenue OutlookAnalysts have lifted their consolidated price target on H.B. Fuller by several dollars, with recent $2 to $6 upward revisions tied to their updated views on the company’s earnings power and P/E assumptions. Analyst Commentary Bullish analysts raising their targets by $2 to $6 are largely reacting to updated assumptions on H.B. Fuller’s earnings power and the P/E they are willing to apply to those earnings.
お知らせ • Mar 12H.B. Fuller Company to Report Q1, 2026 Results on Mar 25, 2026H.B. Fuller Company announced that they will report Q1, 2026 results After-Market on Mar 25, 2026
お知らせ • Mar 05H.B. Fuller Company, Annual General Meeting, Apr 16, 2026H.B. Fuller Company, Annual General Meeting, Apr 16, 2026.
ナラティブの更新 • Feb 28FUL: Free Cash Flow Support Will Offset Modest Outlook And Future P/E AssumptionsH.B. Fuller’s analyst price target has been lifted by several firms, with recent increases of $2 to $6 reflecting analysts’ updated views on its earnings profile and modest adjustments to assumptions such as discount rate, long-term revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research points to a cluster of higher price targets for H.B. Fuller, with adjustments in the range of $2 to $6.
Buy Or Sell Opportunity • Feb 23Now 20% undervaluedOver the last 90 days, the stock has risen 12% to US$65.67. The fair value is estimated to be US$82.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
ナラティブの更新 • Feb 14FUL: Free Cash Flow Support Will Balance Organic Headwinds And Future P/E ExpectationsThe Street has nudged its view on H.B. Fuller higher, with analysts lifting price targets by $2 to $6 as they point to a mix of free cash flow support and valuation considerations, even as they flag near term organic growth headwinds. Analyst Commentary Recent Street research clusters around a common theme for H.B. Fuller, with price target increases framed against ongoing pressure on near term organic growth.
Buy Or Sell Opportunity • Feb 05Now 21% undervaluedOver the last 90 days, the stock has risen 13% to US$65.39. The fair value is estimated to be US$82.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Director Celine Martin was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
ナラティブの更新 • Jan 31FUL: Free Cash Flow Support Will Underpin Higher Future P/E ExpectationsAnalysts have lifted their price targets on H.B. Fuller by between $2 and $6, citing updated views on valuation, free cash flow support, and a slightly higher assumed future P/E multiple in their models. Analyst Commentary Recent research updates show a cluster of higher price targets for H.B. Fuller, with several firms revisiting their models to reflect revised valuation assumptions, free cash flow support, and modestly higher assumed future P/E multiples.
Recent Insider Transactions Derivative • Jan 28President exercised options to buy US$816k worth of stock.On the 24th of January, Celeste Mastin exercised options to buy 14k shares at a strike price of around US$60.07, costing a total of US$826k. This transaction amounted to 96% of their direct individual holding at the time of the trade. Since March 2025, Celeste's direct individual holding has increased from 11.99k shares to 19.62k. Company insiders have collectively bought US$1.6m more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Jan 26Fourth quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th February 2026 Payment date: 19th February 2026 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 53% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 22H.B. Fuller Company Announces Regular Quarterly Cash Dividend, Payable on February 19, 2026H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on February 19, 2026 to shareholders of record at the close of business on February 5, 2026.
ナラティブの更新 • Jan 17FUL: Higher P/E Expectations Will Shape Medium Term Earnings PowerAnalysts have raised their price targets for H.B. Fuller, reflected in the fair value estimate increasing from $68.83 to $71.71. This change is based on a higher assumed future P/E multiple, along with slightly revised assumptions for the discount rate, revenue growth, and profit margins.
Reported Earnings • Jan 15Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.78 (up from US$2.37 in FY 2024). Revenue: US$3.47b (down 2.7% from FY 2024). Net income: US$152.0m (up 17% from FY 2024). Profit margin: 4.4% (up from 3.6% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.1%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 15H.B. Fuller Company Provides Earnings Guidance for the First Quarter and Fiscal Year 2026H.B. Fuller Company provides earnings guidance for the first quarter and fiscal year 2026. For the quarter, the company's Net revenue is expected to be down low single digits. For the year, the company's Net revenue is expected to be flat to up 2%, with organic revenue expected to be approximately flat versus fiscal 2025.
分析記事 • Jan 08Investors Will Want H.B. Fuller's (NYSE:FUL) Growth In ROCE To PersistWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Dec 31H.B. Fuller Company to Report Q4, 2025 Results on Jan 14, 2026H.B. Fuller Company announced that they will report Q4, 2025 results After-Market on Jan 14, 2026
Recent Insider Transactions Derivative • Nov 14Insider notifies of intention to sell stockNathanial Weaver intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of November. If the sale is conducted around the recent share price of US$58.38, it would amount to US$413k. Since March 2025, Nathanial has owned 6.97k shares directly. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Nov 14We Think H.B. Fuller (NYSE:FUL) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Recent Insider Transactions Derivative • Oct 28Executive VP & CFO notifies of intention to sell stockJohn Corkrean intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of October. If the sale is conducted around the recent share price of US$60.31, it would amount to US$858k. Since December 2024, John's direct individual holding has increased from 47.19k shares to 52.20k. Company insiders have collectively bought US$2.6m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Oct 08H.B. Fuller Company Announces Appointment of Celine Martin to Its Board of Directors, Effective December 1, 2025H.B. Fuller Company announced the appointment of Celine Martin to its Board of Directors, effective December 1, 2025. Age:51, Ms. Martin brings more than 30 years of experience in the global MedTech industry, with deep expertise across surgical, cardiology, endovascular, and neurovascular segments. Her appointment reinforces H.B. Fuller’s strategic focus on expanding its presence in high-margin, high-growth markets like medical, and supports the company’s transformation journey toward achieving a greater than 20% EBITDA margin. Celine Martin, a seasoned medical device executive, joins H.B. Fuller’s Board of Directors effective December 1, 2025. Ms. Martin most recently served from 2022 to 2025 as the Company Group Chairman of the Cardiovascular & Specialty Solutions (CSS) Group at Johnson & Johnson, a global leader in the research and development, manufacture, and sale of a broad range of medical technologies. As a member of the Johnson & Johnson Medical Devices Group Operating committee, she led a diverse portfolio of medical device businesses including Electrophysiology, Neurovascular Intervention, Ear Nose and Throat and Breast Aesthetics. Before that, Ms. Martin held several roles of increasing responsibilities including Company Group Chairman, overseeing the surgical instrument portfolio of Ethicon, maker of Dermabond topical adhesives, from 2018 to 2021. Over her 30-year career, both in the U.S. and internationally, she played a vital role in advancing the ambition of Johnson & Johnson MedTech, including developing new categories and advancing standards of care for atrial fibrillation, stroke and minimally invasive surgery. Ms. Martin’s three-decade career at Johnson & Johnson included pivotal roles in advancing standards of care for atrial fibrillation, stroke, and minimally invasive surgery. Her global experience and cross-functional leadership in marketing, product development, and commercial strategy make her a strong addition to H.B. Fuller’s Board. Ms. Martin holds an MBA from Wake Forest University and a graduate degree in marketing from EM Normandie Business School.
Declared Dividend • Oct 06Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 16th October 2025 Payment date: 30th October 2025 Dividend yield will be 1.6%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Oct 03There May Be Reason For Hope In H.B. Fuller's (NYSE:FUL) Disappointing EarningsSoft earnings didn't appear to concern H.B. Fuller Company's ( NYSE:FUL ) shareholders over the last week. Our analysis...
お知らせ • Oct 03H.B. Fuller Company Announces Regular Quarterly Cash Dividend, Payable on October 30, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on October 30, 2025 to shareholders of record at the close of business on October 16, 2025.
分析記事 • Sep 30H.B. Fuller Company Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearShareholders might have noticed that H.B. Fuller Company ( NYSE:FUL ) filed its quarterly result this time last week...
ナラティブの更新 • Sep 28ND Industries Integration And HHC Pricing Will Secure StabilityAnalysts have raised H.B. Fuller's price target to $68.83, citing confidence in continued EBITDA growth, margin expansion, and operational execution despite a weak growth environment. Analyst Commentary Bullish analysts highlight solid year-over-year EBITDA growth expected in fiscal 2025, despite a sluggish growth environment.
Reported Earnings • Sep 25Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$1.23 (up from US$1.01 in 3Q 2024). Revenue: US$892.0m (down 2.8% from 3Q 2024). Net income: US$67.2m (up 21% from 3Q 2024). Profit margin: 7.5% (up from 6.0% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 25H.B. Fuller Company Updates Earnings Guidance for the Fiscal 2025H.B. Fuller Company updated earnings guidance for the fiscal 2025. For the period, Net revenue for fiscal 2025 is expected to be down 2% to 3%; organic revenue for fiscal 2025 is now expected to be flat to up 1%; the company now expect foreign exchange to adversely impact net revenue by approximately 1.0%.
お知らせ • Sep 11H.B. Fuller Company to Report Q3, 2025 Results on Sep 24, 2025H.B. Fuller Company announced that they will report Q3, 2025 results After-Market on Sep 24, 2025
分析記事 • Aug 30Estimating The Intrinsic Value Of H.B. Fuller Company (NYSE:FUL)Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$53.78 With US$61.05...
分析記事 • Aug 14H.B. Fuller Company's (NYSE:FUL) P/E Is On The MarkH.B. Fuller Company's ( NYSE:FUL ) price-to-earnings (or "P/E") ratio of 31.7x might make it look like a strong sell...
分析記事 • Jul 30Is Now The Time To Look At Buying H.B. Fuller Company (NYSE:FUL)?While H.B. Fuller Company ( NYSE:FUL ) might not have the largest market cap around , it saw a double-digit share price...
Declared Dividend • Jul 21Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 31st July 2025 Payment date: 14th August 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 7.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 117% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 17H.B. Fuller Company Declares Quarterly Cash Dividend, Payable on August 14, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2350 per share of common stock, payable on August 14, 2025 to shareholders of record at the close of business on July 31, 2025.
分析記事 • Jul 15There's Been No Shortage Of Growth Recently For H.B. Fuller's (NYSE:FUL) Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
お知らせ • Jun 30+ 5 more updatesH.B. Fuller Company(NYSE:FUL) dropped from Russell 2000 Growth IndexH.B. Fuller Company(NYSE:FUL) dropped from Russell 2000 Growth Index
Price Target Changed • Jun 29Price target increased by 7.6% to US$64.80Up from US$60.20, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$61.73. Stock is down 20% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.37 last year.
Reported Earnings • Jun 26Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$0.77 (down from US$0.93 in 2Q 2024). Revenue: US$898.1m (down 2.1% from 2Q 2024). Net income: US$41.8m (down 18% from 2Q 2024). Profit margin: 4.7% (down from 5.6% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Jun 26H.B. Fuller Company Updates Earnings Guidance for Fiscal 2025H.B. Fuller Company updated earnings guidance for fiscal 2025. As a result of its strong financial performance, the company is updating its previously communicated financial guidance for fiscal 2025. For the period, the company expects Net revenue for fiscal 2025 is now expected to be down 2% to 3%; organic revenue for fiscal 2025 is still expected to be flat to up 2%; company now expect foreign exchange to adversely impact net revenue by 1.0% to 1.5%.
お知らせ • Jun 12H.B. Fuller Company to Report Q2, 2025 Results on Jun 25, 2025H.B. Fuller Company announced that they will report Q2, 2025 results After-Market on Jun 25, 2025
分析記事 • May 22Is H.B. Fuller Company (NYSE:FUL) Worth US$54.7 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$41.64 H.B. Fuller is...
分析記事 • May 07H.B. Fuller (NYSE:FUL) Takes On Some Risk With Its Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Apr 19H.B. Fuller (NYSE:FUL) Will Pay A Larger Dividend Than Last Year At $0.235The board of H.B. Fuller Company ( NYSE:FUL ) has announced that it will be increasing its dividend by 5.6% on the 13th...
Declared Dividend • Apr 19First quarter dividend increased to US$0.23Dividend of US$0.23 is 5.6% higher than last year. Ex-date: 29th April 2025 Payment date: 13th May 2025 Dividend yield will be 1.7%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 89% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 16H.B. Fuller Increases Quarterly Dividend, Payable on May 13, 2025H.B. Fuller company announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2225 per share of common stock to $0.2350 per share of common stock, payable on May 13, 2025 to shareholders of record at the close of business on April 29, 2025.
分析記事 • Apr 10Here's What To Make Of H.B. Fuller's (NYSE:FUL) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Buy Or Sell Opportunity • Apr 09Now 32% overvaluedOver the last 90 days, the stock has fallen 15% to US$53.78. The fair value is estimated to be US$40.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 9.7%. Revenue is forecast to grow by 2.9% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$48.43, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 13x in the Chemicals industry in the US. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.11 per share.
Price Target Changed • Mar 31Price target decreased by 8.2% to US$62.40Down from US$68.00, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$54.77. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$2.37 last year.
Price Target Changed • Mar 28Price target decreased by 12% to US$63.40Down from US$71.83, the current price target is an average from 5 analysts. New target price is 16% above last closing price of US$54.77. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$3.37 for next year compared to US$2.37 last year.
お知らせ • Mar 28H.B. Fuller Launches Industry-Changing Commercial Roofing Adhesive with Canister Propellent TechnologyH.B. Fuller announced the launch of an innovative new technology that is driving change for commercial roofing installation and enhancing environmental responsibility. The H.B. Fuller Millennium PG-1 EF ECO2 is a high-performance roofing adhesive that eliminates the need for chemical blowing agents by using naturally occurring atmospheric gases. This powerful blend of gases called ECO2 Driven™? technology, operates without the use of high Global Warming Potential (GWP) propellants or Hydrofluoroolefins (HFOs), reducing the environmental impact of dispensing the adhesive without compromising adhesion strength. Designed to meet or exceed current North American environmental standards and align with emerging global regulations for Commercial Roofing, Millennium PG-1EF ECO2 is easy to use, while supporting sustainability goals. Canister-based adhesives can help reduce job site waste as canisters offer significant coverage area per unit and, when properly emptied, can be recycled depending on local regulations. As with the first-generation Millennium PG-1 EF ECO product, the "EF" stands for equipment-free. This two-part low-rise foam adhesive efficiently combines part A with part B dispensed through two canisters and features a unique spray nozzle that quickly and easily transitions between a ribbon or spatter spray. This enables the installation of insulation board and fleece-backed roofing membranes with one product that is easy to use and transport. In addition, compared to the mechanical fastening of roofing membranes, adhesives eliminate thermal bridging, achieve high wind uplift ratings, and minimize risks of leaks and building damage during re-roofing. These benefits support H.B. Fuller's commitment to both innovation and sustainability. With performance and patented ECO2 Driven™? Technology, Millennium PG-1 EF ECO 2 helps customers achieve their operational and sustainability goals while delivering value to roofing contractors and building owners.
Reported Earnings • Mar 27First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: EPS: US$0.24 (down from US$0.57 in 1Q 2024). Revenue: US$788.7m (down 2.7% from 1Q 2024). Net income: US$13.2m (down 57% from 1Q 2024). Profit margin: 1.7% (down from 3.8% in 1Q 2024). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) missed analyst estimates by 40%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 27H.B. Fuller Company Reaffirms Earnings Guidance for Fiscal Year 2025H.B. Fuller Company reaffirmed earnings guidance for fiscal year 2025. For the year company expects, Net revenue growth to be down 2% to 4%, adjusting for the divestiture of the Flooring business, net revenue is expected to be up 1% to 2%; Organic revenue growth is expected to be flat to up 2% versus fiscal 2024.
分析記事 • Mar 13Shareholders Should Be Pleased With H.B. Fuller Company's (NYSE:FUL) PriceWith a price-to-earnings (or "P/E") ratio of 22.4x H.B. Fuller Company ( NYSE:FUL ) may be sending bearish signals at...
お知らせ • Mar 13H.B. Fuller Company to Report Q1, 2025 Results on Mar 26, 2025H.B. Fuller Company announced that they will report Q1, 2025 results After-Market on Mar 26, 2025
Price Target Changed • Mar 05Price target decreased by 9.1% to US$68.60Down from US$75.50, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$55.94. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$3.49 for next year compared to US$2.37 last year.
お知らせ • Mar 05H.B. Fuller Company, Annual General Meeting, Apr 15, 2025H.B. Fuller Company, Annual General Meeting, Apr 15, 2025.
分析記事 • Feb 21What Is H.B. Fuller Company's (NYSE:FUL) Share Price Doing?H.B. Fuller Company ( NYSE:FUL ), is not the largest company out there, but it saw significant share price movement...
New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risk Large one-off items impacting financial results.
Recent Insider Transactions Derivative • Jan 29Insider exercised options to buy US$712k worth of stock.On the 26th of January, Zhiwei Cai exercised 11.50k options to receive shares at no cost, then sold around 192.00 of them at US$62.77 each and kept the remainder. Since March 2024, Zhiwei's direct individual holding has decreased from 35.31k shares to 30.66k. Company insiders have collectively sold US$121k more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jan 27Fourth quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 6th February 2025 Payment date: 20th February 2025 Dividend yield will be 1.4%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 55% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jan 26Now 20% overvaluedOver the last 90 days, the stock has fallen 17% to US$62.77. The fair value is estimated to be US$52.16, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 5.4%. Revenue is forecast to grow by 0.8% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
分析記事 • Jan 23We Think You Can Look Beyond H.B. Fuller's (NYSE:FUL) Lackluster EarningsShareholders appeared unconcerned with H.B. Fuller Company's ( NYSE:FUL ) lackluster earnings report last week. We...
お知らせ • Jan 23H.B. Fuller Company Declares Regular Quarterly Cash Dividend, Payable on February 20, 2025H.B. Fuller Company announced that its Board of Directors declared a regular quarterly cash dividend of $0.2225 per share of common stock, payable on February 20, 2025 to shareholders of record at the close of business on February 6, 2025.
Seeking Alpha • Jan 17Evaluation Of H.B. Fuller After A 30% DeclineSummary H.B. Fuller missed analysts' estimates for the second consecutive quarter, leading to a 3% stock decline and hitting a nearly 3-year low. Despite recent stagnation, H.B. Fuller expects to realize price hikes in 2025, with projected earnings per share growth of 5% and potential for significant future gains. The stock's sharp 30% decline is attributed to its initially high valuation; it now trades at a more reasonable 15.0x forward P/E ratio. Given its cyclical nature, H.B. Fuller offers substantial upside potential but is not a long-term hold; investors should reassess at $79 target. Read the full article on Seeking Alpha
Reported Earnings • Jan 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$2.37 (down from US$2.67 in FY 2023). Revenue: US$3.57b (up 1.6% from FY 2023). Net income: US$130.3m (down 10% from FY 2023). Profit margin: 3.6% (down from 4.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 37%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 6% per year.
お知らせ • Jan 16H.B. Fuller Company Provides Consolidated Earnings Guidance for the Fiscal Year 2025H.B. Fuller Company provided consolidated earnings guidance for the fiscal year 2025. Net revenue growth for fiscal 2025 is expected to be down 2% to 4%, adjusting for the divestiture of the Flooring business, net revenue is expected to be up 1% to 2%; Organic revenue growth is expected to be flat to up 2% versus fiscal 2024.
Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 22% to US$61.29. The fair value is estimated to be US$77.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Price Target Changed • Jan 03Price target decreased by 8.6% to US$78.33Down from US$85.67, the current price target is an average from 6 analysts. New target price is 25% above last closing price of US$62.79. Stock is down 19% over the past year. The company is forecast to post earnings per share of US$3.63 for next year compared to US$2.67 last year.
お知らせ • Jan 02+ 1 more updateH.B. Fuller Company to Report Q4, 2024 Results on Jan 15, 2025H.B. Fuller Company announced that they will report Q4, 2024 results After-Market on Jan 15, 2025
分析記事 • Dec 21Does H.B. Fuller (NYSE:FUL) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha • Dec 08H.B. Fuller: Still Not Fully OnboardSummary H.B. Fuller faces lackluster revenue growth and margin pressure despite M&A activities, leading to cautious investment sentiment and a neutral stance. The company has a long heritage, generating $3.5 billion in 2023 sales, but inventory de-stocking and soft trends have weighed on sales growth for a while. Recent acquisitions and reorganization efforts have increased net debt to $2 billion, raising leverage ratios to 3.2-3.3 times amidst flat organic sales. I remain cautious and seek an entry point in the mid-sixties, given the current 18 times earnings multiple and expensive portfolio reshuffling. Read the full article on Seeking Alpha
分析記事 • Dec 07Earnings Not Telling The Story For H.B. Fuller Company (NYSE:FUL)With a price-to-earnings (or "P/E") ratio of 22.6x H.B. Fuller Company ( NYSE:FUL ) may be sending bearish signals at...
お知らせ • Dec 03H.B. Fuller Company (NYSE:FUL) signed an agreement to acquire Gem Srl.H.B. Fuller Company (NYSE:FUL) signed an agreement to acquire Gem Srl on December 2, 2024. In related transaction H.B. Fuller Company acquired Medifill Ltd. The combined purchase price for both the comapnies is €180 million. Subject to customary closing conditions and regulatory approvals, the GEM acquisition is expected to close in February 2025.
分析記事 • Nov 20Should You Investigate H.B. Fuller Company (NYSE:FUL) At US$73.70?H.B. Fuller Company ( NYSE:FUL ), is not the largest company out there, but it saw significant share price movement...
Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.5% to US$73.70. The fair value is estimated to be US$92.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
分析記事 • Nov 07A Look At The Intrinsic Value Of H.B. Fuller Company (NYSE:FUL)Key Insights Using the 2 Stage Free Cash Flow to Equity, H.B. Fuller fair value estimate is US$92.46 With US$79.33...
Buy Or Sell Opportunity • Nov 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.9% to US$73.18. The fair value is estimated to be US$92.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
お知らせ • Oct 21H.B. Fuller Company Announces Chair of Board of Directors ChangesH.B. Fuller Company announced that Teresa (Terry) J. Rasmussen has been appointed Chair of the company’s Board of Directors following the retirement of Lee R. Mitau, effective January 22, 2025. About Terry Rasmussen Rasmussen joined the H.B. Fuller Board of Directors in 2020 and currently serves as president and chief executive officer of Thrivent, a Fortune 500 diversified financial services organization. She brings world-class leadership and business acumen to the Board, along with significant expertise in organizational transformation. Before her current role, Rasmussen was president of Thrivent’s core life, health and annuities business after serving 10 years as senior vice president, general counsel and secretary. Prior to joining Thrivent, Rasmussen held a series of leadership roles at American Express, including serving as vice president and managing counsel. Earlier in her career, she was a trial attorney with the United States Department of Justice, Tax Division, as part of the Attorney General’s Honors Program. Rasmussen is a member of the Thrivent Board of Directors and the American Council of Life Insurers Board of Directors, where she is chair-elect. She is also on the board of the Walker Art Center, a world-renowned contemporary art museum in Minneapolis, Minnesota. She received her bachelor’s degree in accounting from Minnesota State University at Moorhead. After passing the CPA exam, she earned her Juris Doctor from the University of North Dakota.
分析記事 • Oct 11H.B. Fuller (NYSE:FUL) Is Looking To Continue Growing Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Oct 07H.B. Fuller Company Announces Retirement of Traci L. Jensen as Executive Vice President and Chief Administrative Officer, Effective November 30, 2024On October 1, 2024, Traci L. Jensen, Executive Vice President and Chief Administrative Officer of H.B. Fuller Company, notified the Company of her retirement, effective November 30, 2024. Ms. Jensen has served as Executive Vice President and Chief Administrative Officer of the Company since December 2022 and previously served as Vice President, Global Business Process Improvement since December 2019 following a ten-year career at the Company. Ms. Jensen has played an important role on the Company’s executive team and has been instrumental in guiding the Company’s recent growth.
Declared Dividend • Oct 07Third quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 17th October 2024 Payment date: 31st October 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 27% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
