Upcoming Dividend • May 09
Upcoming dividend of US$0.89 per share Eligible shareholders must have bought the stock before 15 May 2026. Payment date: 08 July 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%). Reported Earnings • May 06
First quarter 2026 earnings released: EPS: US$2.13 (vs US$2.07 in 1Q 2025) First quarter 2026 results: EPS: US$2.13 (up from US$2.07 in 1Q 2025). Revenue: US$7.47b (down 2.0% from 1Q 2025). Net income: US$414.0m (up 1.0% from 1Q 2025). Profit margin: 5.5% (up from 5.4% in 1Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe. 공시 • May 06
Ferguson Enterprises Inc. Reaffirms Earnings Guidance for the Full Year Ending December 31, 2026 Ferguson Enterprises Inc. reaffirmed earnings guidance for the full year ending December 31, 2026. For the year, the company expected net sales to be Low to mid-single digit growth. 공시 • May 03
Ferguson Enterprises Inc. announces Quarterly dividend, payable on July 08, 2026 Ferguson Enterprises Inc. announced Quarterly dividend of USD 0.8900 per share payable on July 08, 2026, ex-date on May 15, 2026 and record date on May 15, 2026. 공시 • Mar 18
Ferguson Enterprises Inc., Annual General Meeting, Apr 30, 2026 Ferguson Enterprises Inc., Annual General Meeting, Apr 30, 2026. 공시 • Mar 05
Ferguson Enterprises Inc. to Report Q1, 2026 Results on May 05, 2026 Ferguson Enterprises Inc. announced that they will report Q1, 2026 results at 8:30 AM, US Eastern Standard Time on May 05, 2026 Board Change • Mar 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Jim Metcalf was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Upcoming Dividend • Mar 01
Upcoming dividend of US$0.89 per share Eligible shareholders must have bought the stock before 06 March 2026. Payment date: 30 April 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.7%). Reported Earnings • Feb 25
Full year 2025 earnings released: EPS: US$10.18 (vs US$8.19 in FY 2024) Full year 2025 results: EPS: US$10.18 (up from US$8.19 in FY 2024). Revenue: US$31.3b (up 5.0% from FY 2024). Net income: US$2.01b (up 22% from FY 2024). Profit margin: 6.4% (up from 5.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Trade Distributors industry in Europe. 공시 • Feb 24
Ferguson Enterprises Inc. Provides Earnings Guidance for the Period from January 1, 2026 to December 31, 2026 Ferguson Enterprises Inc. provided earnings guidance for the Period from January 1, 2026 to December 31, 2026. The company expects net sales to be Low to mid-single digit growth. 공시 • Feb 19
Ferguson Enterprises Inc. Declares Quarterly Dividend, Payable on April 30, 2026 On February 18, 2026, the Ferguson Enterprises Inc. board of directors declared a dividend of $0.89 per share. The timetable for payment of the dividend is as follows: Ex-dividend date: March 6, 2026. Record date: March 6, 2026. Currency election deadline for Depositary Interest holders: April 1, 2026 . Payment date: April 30, 2026. Upcoming Dividend • Dec 26
Upcoming dividend of US$0.89 per share Eligible shareholders must have bought the stock before 02 January 2026. Payment date: 27 February 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (4.1%). Buy Or Sell Opportunity • Dec 23
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.5% to €192. The fair value is estimated to be €240, 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 3.0%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period. Declared Dividend • Dec 11
First quarter dividend of US$0.89 announced Shareholders will receive a dividend of US$0.89. Ex-date: 2nd January 2026 Payment date: 27th February 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Dec 09
First quarter 2026 earnings released: EPS: US$2.91 (vs US$2.34 in 1Q 2025) First quarter 2026 results: EPS: US$2.91 (up from US$2.34 in 1Q 2025). Revenue: US$8.17b (up 5.1% from 1Q 2025). Net income: US$570.0m (up 21% from 1Q 2025). Profit margin: 7.0% (up from 6.0% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Trade Distributors industry in Europe. 공시 • Nov 20
Ferguson Enterprises Inc. to Report Q3, 2025 Results on Dec 09, 2025 Ferguson Enterprises Inc. announced that they will report Q3, 2025 results at 6:45 AM, US Eastern Standard Time on Dec 09, 2025 Recent Insider Transactions • Oct 16
CEO, President & Director recently sold €1.8m worth of stock On the 13th of October, Kevin Murphy sold around 9k shares on-market at roughly €202 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months. 공시 • Sep 18
Ferguson Enterprises Inc., Annual General Meeting, Apr 30, 2026 Ferguson Enterprises Inc., Annual General Meeting, Apr 30, 2026. 공시 • Sep 17
Ferguson Enterprises Inc. to Report Q1, 2026 Results on Dec 09, 2025 Ferguson Enterprises Inc. announced that they will report Q1, 2026 results at 8:30 AM, US Eastern Standard Time on Dec 09, 2025 Reported Earnings • Sep 16
Full year 2025 earnings released: EPS: US$9.33 (vs US$8.55 in FY 2024) Full year 2025 results: EPS: US$9.33 (up from US$8.55 in FY 2024). Revenue: US$30.8b (up 3.8% from FY 2024). Net income: US$1.86b (up 7.0% from FY 2024). Profit margin: 6.0% (up from 5.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Trade Distributors industry in Europe. 공시 • Sep 16
Ferguson Enterprises Inc. Provides Earnings Guidance for the Calendar Year of January 1 to December 31, 2025 Ferguson Enterprises Inc. provided earnings guidance for the Calendar year of January 1 to December 31, 2025. For the year 2025, the company expected Net sales to be Mid-single digit growth. 공시 • Sep 12
Ferguson Enterprises Inc. Declares Dividend, Payable on November 7, 2025 On September 11, 2025, Ferguson Enterprises Inc. board of directors declared a dividend of $0.83 per share. The ex-dividend date and record date are September 26, 2025, and the payment date is November 7, 2025. 
