Ferguson Enterprises (FERG) Aandelenoverzicht
Ferguson Enterprises Inc. distribueert essentiële water- en luchtoplossingen aan gespecialiseerde vakmensen in de Verenigde Staten en Canada. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 6/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
FERG Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Ferguson Enterprises Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$223.31 |
| 52 Week Hoogtepunt | US$271.64 |
| 52 Week Laag | US$176.26 |
| Bèta | 1.2 |
| 1 maand verandering | -14.79% |
| 3 maanden verandering | -12.43% |
| 1 Jaar Verandering | 25.31% |
| 3 jaar verandering | 51.23% |
| 5 jaar verandering | 64.22% |
| Verandering sinds IPO | 102.22% |
Recent nieuws en updates
Recent updates
Narratiefupdate • Apr 28
FERG: Large Project Exposure And Buybacks Will Support Measured Medium Term Progress
Analysts made a modest upward adjustment to the consolidated price target for Ferguson Enterprises, reflecting slightly higher fair value around $276, small tweaks to growth and margin assumptions, and fresh research pointing to ongoing support from non residential exposure, large project work, and updated medium term targets following the recent Q4 update and hybrid analyst day. Analyst Commentary Recent Street research on Ferguson Enterprises centers on refreshed price targets following the latest Q4 results, the hybrid analyst day, and updated medium term growth and margin targets.Seeking Alpha • Apr 15
Ferguson: More Appreciative Of A Long-Term Growth Story
Summary Ferguson Enterprises demonstrates robust long-term growth, driven by organic expansion, strategic M&A, and disciplined capital allocation. Ferguson reported 2025 revenues up 5% to $31.3B and adjusted EPS up 13% to $10.58, with operating margins nearing 10%. 2026 outlook calls for low-to-mid single-digit sales growth and flattish margins, reflecting macro headwinds but continued megatrend tailwinds. Ferguson trades at a premium (24x trailing earnings); shares are fairly valued, but I would buy on dips into the lower $200s. Read the full article on Seeking AlphaNarratiefupdate • Apr 14
FERG: Large Project Exposure And Buybacks Will Support Balanced Medium Term Outlook
The updated analyst price target for Ferguson Enterprises edges lower to about $276 from roughly $277, as analysts fine-tune their models around slightly higher discount rates, modestly adjusted revenue growth assumptions, and ongoing support from recent Q4-driven target revisions across the Street. Analyst Commentary Recent research signals a mix of optimism and caution around Ferguson Enterprises, with most Street models adjusting to Q4 results, updated medium term targets, and evolving project pipelines.Narratiefupdate • Mar 31
FERG: Large Project Exposure And Buybacks Will Support Medium Term Upside
Ferguson Enterprises' updated analyst price target edges higher to $277.18 from $276.55, as analysts factor in slightly lower discount rates, modestly adjusted revenue growth assumptions, a small uptick in profit margin expectations, and a higher future P/E multiple. Analyst Commentary Recent research points to a cluster of higher price targets for Ferguson Enterprises, with analysts reacting to Q4 results, updated medium term targets, and the company’s role in large capital projects.Narratiefupdate • Mar 17
FERG: Large Project Exposure And Capital Returns Will Drive Medium Term Upside
Analysts have lifted their average price targets on Ferguson into a roughly $252 to $300 range, citing Q4 results, medium term growth and margin targets, and the company's positioning in non residential and large project markets as key supports for the updated outlook. Analyst Commentary Recent research points to a broadly constructive stance on Ferguson, with price targets clustered in the low to high $200s and a few reaching $300, as analysts refresh models following the latest Q4 report and management's medium term framework.Narratiefupdate • Mar 03
FERG: Large Projects And Capital Returns Will Shape Medium Term Risk Reward
Analysts have lifted their consolidated price target on Ferguson from about $261 to roughly $277, citing stronger modeled revenue growth, continued support from large non-residential projects, and updated post Q4 assumptions that include a slightly higher future P/E multiple. Analyst Commentary Recent research updates show a cluster of higher price targets for Ferguson, with most analysts reacting to Q4 results, the non residential exposure, and management’s medium term guidance.Narratiefupdate • Feb 17
FERG: Buybacks And Dividend Policy Will Support Distribution Exposure And Housing Risk
Analysts have nudged their average price targets for Ferguson higher, with recent upward revisions such as $243 to $247 supporting a slightly stronger outlook that leans on distribution exposure and relatively more attractive valuation assumptions, even as they continue to flag housing affordability, policy shifts, and sector volatility as key risks. Analyst Commentary Bullish Takeaways Bullish analysts are lifting their price targets in both US$ and £ terms, which signals that they see room for the shares to better reflect Ferguson's current valuation assumptions.Narratiefupdate • Feb 02
FERG: Buybacks And Dividend Policy Will Counter Housing And Policy Uncertainty
Analysts have inched their price targets for Ferguson higher, with recent moves such as RBC Capital lifting its target to US$247 from US$243 and Morgan Stanley increasing its view to £201.00 from £193.00. These revisions reflect updated assumptions on discount rates, profit margins, and future P/E levels.Analyseartikel • Jan 23
Does Ferguson Enterprises (NYSE:FERG) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narratiefupdate • Jan 19
FERG: Buybacks And Dividends Will Offset Housing And Nonresidential Market Uncertainty
Analysts have inched their price targets on Ferguson higher, with recent US$11 and £800 increases supported by updated views on fair value, modestly adjusted discount rates, revenue growth assumptions, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on Ferguson Enterprises highlights a mix of optimism on execution and valuation, balanced against caution on housing and broader macro risks.Analyseartikel • Jan 06
Should You Think About Buying Ferguson Enterprises Inc. (NYSE:FERG) Now?
Today we're going to take a look at the well-established Ferguson Enterprises Inc. ( NYSE:FERG ). The company's stock...Narratiefupdate • Jan 05
FERG: Ongoing Buybacks And Dividend Increases Will Support Constructive Long Term Outlook
Analysts have slightly adjusted their price target for Ferguson Enterprises to approximately $259.77, reflecting updated assumptions around revenue growth, profit margins and future P/E multiples. What's in the News From August 1, 2025 to October 31, 2025, Ferguson Enterprises repurchased 901,308 shares, or 0.46% of its share count, for a total of $208.75 million under its ongoing buyback program (Key Developments).Narratiefupdate • Dec 20
FERG: Future Dividend And Buybacks Will Support Constructive Long Term Outlook
Narrative Update Analysts have nudged their price target on Ferguson Enterprises slightly higher to approximately $260 per share from about $259.60, reflecting modestly higher long term valuation multiples that more than offset slightly softer assumptions for revenue growth and profit margins. What's in the News Raised quarterly dividend to $0.89 per share, a 7% increase year over year, payable February 27, 2026 to shareholders of record on January 2, 2026 (company dividend announcement) Completed a major share repurchase tranche, buying back 901,308 shares between August 1 and October 31, 2025 and totaling 27,680,792 shares, or 13.2% of shares, under the program launched September 28, 2021 (company buyback update) Updated 2025 guidance to target approximately 5% net sales growth, refining prior calendar 2025 outlook of mid single digit growth (company guidance revision) Valuation Changes Fair Value: edged higher from approximately $259.59 to about $259.91 per share, reflecting a minimal upward adjustment in intrinsic valuation.Narratiefupdate • Dec 06
FERG: Future Cycle Turn And Share Gains Will Support Balanced Outlook
The fair value estimate for Ferguson Enterprises edges higher to approximately $260 per share from about $258, as analysts cite robust non residential driven organic growth, ongoing share gains across key end markets, and resilient margins despite pockets of residential and HVAC volatility. Analyst Commentary Bullish analysts have broadly lifted their price targets following Ferguson's latest quarterly results, citing better than expected execution in challenging end markets and reinforcing confidence in the company’s long term growth algorithm.Analyseartikel • Nov 28
Under The Bonnet, Ferguson Enterprises' (NYSE:FERG) Returns Look Impressive
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Narratiefupdate • Nov 22
FERG: Ongoing Share Gains And Market Stability Will Support Future Performance
Ferguson Enterprises' analyst price target has been raised modestly. Analysts cite strong organic growth in non-residential markets and ongoing share gains, which are offsetting headwinds in residential and HVAC sectors.Narratiefupdate • Nov 07
FERG: Ongoing Share Gains And Sector Recovery Will Support Steady Performance
Ferguson Enterprises' analyst price target was modestly increased from $255.30 to $257.00, as analysts cited the company's strong organic growth, robust performance in non-residential markets, and continued share gains despite challenges in the residential and HVAC sectors. Analyst Commentary Following Ferguson Enterprises' latest quarterly results, a number of bullish analysts have raised their price targets, citing strong performance in key areas and ongoing share gains.Narratiefupdate • Oct 24
Organic Share Gains And Non-Residential Strength Will Support Upside Momentum
Ferguson Enterprises' analyst price target has risen from $252.16 to $255.30, reflecting analysts' positive outlook on the company's strong Q4 performance, ongoing share gains, and resilience across end markets despite near-term industry headwinds. Analyst Commentary Recent research updates reflect a generally optimistic stance on Ferguson Enterprises, as analysts raise their price targets in response to the company’s strong quarterly results and proven ability to gain market share.Narratiefupdate • Oct 10
HVAC And Waterworks Expansions Will Fuel Future Market Success
Ferguson Enterprises' analyst price target has been raised by approximately $2 to $252. Analysts cite strong Q4 results, share gains across key markets, and the company's resilience despite ongoing headwinds in residential segments.Narratiefupdate • Sep 26
HVAC And Waterworks Expansions Will Fuel Future Market Success
Analysts have raised Ferguson Enterprises’ price target from $237.53 to $249.89, citing strong non-residential growth, consistent market share gains, and robust Q4 results that boost confidence in forward estimates and margin recovery despite ongoing residential sector headwinds. Analyst Commentary Strong organic growth led by robust performance in non-residential segments and positive pricing/inflation tailwinds, offsetting muted residential sector activity.Narratiefupdate • Sep 11
HVAC And Waterworks Expansions Will Fuel Future Market Success
Analysts have raised their price target for Ferguson Enterprises to $237.53, reflecting confidence in stable margins, improved organic growth, supportive commodity pricing, and anticipated earnings benefits from U.S. tariffs. Analyst Commentary Bullish analysts cite continued improvement in topline results, with Ferguson achieving 5% organic growth in Q3.Analyseartikel • Sep 10
Estimating The Fair Value Of Ferguson Enterprises Inc. (NYSE:FERG)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Ferguson Enterprises fair value estimate is US$254 Current...Narratiefupdate • Aug 27
HVAC And Waterworks Expansions Will Fuel Future Market Success
Ferguson Enterprises’ consensus price target saw a modest increase to $235.00 as analysts cited stabilizing prices, supportive commodity trends, early signs of end-market recovery, and potential tariff tailwinds, all underpinned by solid organic growth. Analyst Commentary Continued topline improvement, with 5% organic growth in Q3.Analyseartikel • Aug 03
What Does Ferguson Enterprises Inc.'s (NYSE:FERG) Share Price Indicate?
Let's talk about the popular Ferguson Enterprises Inc. ( NYSE:FERG ). The company's shares received a lot of attention...Analyseartikel • Jul 07
Under The Bonnet, Ferguson Enterprises' (NYSE:FERG) Returns Look Impressive
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Seeking Alpha • Mar 13
Ferguson: Construction Headwinds Limit Recovery Potential
Summary Ferguson Enterprises' stock has fallen 21% due to disappointing earnings and economic uncertainty, despite solid free cash flow and capital returns. The company faces margin pressure and subdued construction demand, impacting earnings and leading to lower guidance for operating margins and cap-ex. Ferguson remains cash generative with a strong balance sheet, continuing share buybacks, dividends, and potential for bolt-on acquisitions. Given macro uncertainty and slow recovery expectations, FERG shares are a hold, with a more compelling buy case at or below $150. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Ferguson: Rating Downgrade On Uncertain Near-Term Margin Outlook
Summary Downgrade Ferguson to hold due to disappointing 1Q25 results, with sales in line, but margins significantly compressed by price deflation and rising SG&A costs. The residential demand outlook remains uncertain, with no positive signs from macro indicators like housing starts and existing home sales. FERG's near-term margin performance is at risk, with potential for further compression if revenue does not grow and SG&A costs remain high. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Ferguson Enterprises Is Struggling To Grow
Summary Ferguson Enterprises showed strong growth up to July 2022 but has shown minimal growth in 2023 and 2024. Their competitors in industrial distribution also faced difficult trading conditions in 2023 but have grown their revenue in 2024. The share price of $197.06 and P/E (TTM) of 22.9 (10/31/24) are expensive for a company with no growth. At the current price, there are shares with better prospects. Read the full article on Seeking Alpha
Nieuw narratief • Sep 24
Calculated Expansion In Plumbing And HVAC, Alongside Smart Acquisitions, Fuels Market Leadership And Shareholder Gains
Strategic focus on plumbing and HVAC, alongside optimizing supply chain through automation, positions Ferguson for growth and improved operational efficiency.Rendement voor aandeelhouders
| FERG | US Trade Distributors | US Markt | |
|---|---|---|---|
| 7D | -0.2% | -0.9% | 1.0% |
| 1Y | 25.3% | 20.4% | 28.7% |
Rendement versus industrie: FERG overtrof de US Trade Distributors industrie, die het afgelopen jaar een rendement 20.4 % opleverde.
Rendement versus markt: FERG presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.
Prijsvolatiliteit
| FERG volatility | |
|---|---|
| FERG Average Weekly Movement | 4.7% |
| Trade Distributors Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: FERG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van FERG is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1953 | 35,000 | Kevin Murphy | www.corporate.ferguson.com |
Ferguson Enterprises Inc. distribueert essentiële water- en luchtoplossingen aan gespecialiseerde vakmensen in de Verenigde Staten en Canada. Het bedrijf levert verschillende producten en diensten, waaronder loodgieterswerk; buizen, kleppen en fittingen; verwarming, ventilatie en airconditioning; apparaten; verlichting; en water- en afvalwateroplossingen aan residentiële en niet-residentiële klanten. Het levert ook gespecialiseerde water- en afvalwaterbehandelingsproducten aan residentiële, commerciële en infrastructurele aannemers en levert oplossingen voor leidingen, kleppen en fittingen aan industriële klanten.
Ferguson Enterprises Inc. Samenvatting
| FERG fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$43.39b |
| Inkomsten(TTM) | US$1.96b |
| Inkomsten(TTM) | US$31.06b |
22.1x
Koers/Winstverhouding1.4x
P/S-verhoudingIs FERG overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| FERG resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$31.06b |
| Kosten van inkomsten | US$21.52b |
| Brutowinst | US$9.53b |
| Overige uitgaven | US$7.58b |
| Inkomsten | US$1.96b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 10, 2026
| Winst per aandeel (EPS) | 10.08 |
| Brutomarge | 30.70% |
| Nettowinstmarge | 6.30% |
| Schuld/Eigen Vermogen Verhouding | 70.3% |
Hoe presteerde FERG op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.6%
Huidig dividendrendement42%
UitbetalingsratioBetaalt FERG een betrouwbaar dividend?
Zie FERG dividendgeschiedenis en benchmarks| Ferguson Enterprises dividenddata | |
|---|---|
| Ex Dividend Datum | May 15 2026 |
| Betaaldatum dividend | Jul 08 2026 |
| Dagen tot Ex-dividend | 9 days |
| Dagen tot dividendbetaaldatum | 45 days |
Betaalt FERG een betrouwbaar dividend?
Zie FERG dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 14:56 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ferguson Enterprises Inc. wordt gevolgd door 41 analisten. 24 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Manthey | Baird |
| Paul Daniel Checketts | Barclays |
| Matthew Bouley | Barclays |