Ferguson Enterprises (FERG) CFO William Sells $1.3M of Stock

On October 12, 2026, Brundage William, the Chief Financial Officer of Ferguson Enterprises Inc. (NYSE: FERG), sold 5,986 shares at a price of $218.74 each. This transaction was valued at approximately $1,309,378.64 and was part of a planned sale.

Inside Brundage William's Trade

Brundage's sale represents a strategic decision, aligning with his planned trading activity. The transaction occurred on the same day that other insiders, including Ferguson's President Kevin Murphy, sold 11,259 shares, and Chief Legal Officer Graham Ian T. sold 1,854 shares.

Other Institutional Activity in Ferguson Enterprises

Several institutional investors adjusted their positions in Ferguson recently. Blackrock Inc. reduced its stake by 157,226 shares, ending with 11,489,134 shares valued at about $2.66 billion. Vanguard Portfolio Management LLC trimmed its holdings by 24,740 shares, resulting in 9,138,286 shares worth about $2.12 billion. FMR, LLC also decreased its position by 287,205 shares, holding 7,559,923 shares valued at roughly $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

Shares of Ferguson Enterprises recently traded around $233.19 as of October 16, 2026. This price is above its 50-day moving average of $228.95 but below its 200-day average of $237.53. The stock is also about 14.2% below its 52-week high of $271.64, which may suggest some volatility in the near term.

Recent Earnings

Ferguson Enterprises reported trailing twelve-month revenue of approximately $31.4 billion, with an earnings per share (EPS) of $10.16. The company has shown a revenue growth of 4.6% year over year. Its next earnings report is expected on November 9, 2026.

Dividend

Ferguson Enterprises pays an annual dividend rate of $3.56 per share, resulting in a dividend yield of 1.56%. The dividend payout ratio stands at 33.6%.

Insider Buying and Selling at Ferguson Enterprises Inc.

On the same day as Brundage's sale, several other insiders also sold shares. Kevin Murphy, the President & CEO, sold 11,259 shares at $216.78 for a total of about $2.44 million. Ian Graham, the Chief Legal Officer, sold 1,854 shares at $218.74, totaling approximately $405,544. Jake Schlicher, the Chief Strategy Officer, sold 3,138 shares at the same price for about $686,406. Finally, COO William T. Thees Jr. sold 3,510 shares at $220.00 for a total value of $772,200. All these transactions were part of planned sales.

Analysts Set New Price Targets

On August 11, 2026, several firms maintained their ratings on Ferguson. UBS kept a Neutral rating with a target of $256. Bernstein maintained an Outperform rating with a target of $325, while RBC Capital also kept its Outperform rating with a target of $290. Most recently, RBC Capital adjusted its target to $286 on October 7, 2026.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions to specialized professionals in the United States and Canada. Its product offerings include plumbing supplies, HVAC equipment, and water and wastewater solutions. This insider activity may reflect broader confidence in the company's strategic direction and market position.

Bottom Line

Investors should keep an eye on Ferguson's upcoming earnings report on November 9, 2026, as well as any further insider transactions that may occur. This recent insider selling, while part of planned transactions, could indicate shifting perspectives within the company’s leadership.