FERG Senior VP - Waterworks Jr. Sells $44K of Stock

Robert Camposano, Senior VP of Waterworks at Ferguson Enterprises Inc. (NYSE: FERG), sold 201 shares on October 14, 2026. He completed this planned transaction at a price of $220.63 each, bringing the total value to $44,346.63.

Other Institutional Activity in Ferguson Enterprises

Several other institutional players have adjusted their positions in Ferguson recently. Blackrock Inc. trimmed its stake by 157,226 shares, ending with 11,489,134 shares worth about $2.66 billion. Vanguard Portfolio Management LLC also reduced its holdings by 24,740 shares, bringing its total to 9,138,286 shares valued at approximately $2.12 billion. FMR, LLC cut back by 287,205 shares, resulting in 7,559,923 shares worth about $1.75 billion. In contrast, Jupiter Topco LLC significantly increased its holdings by 3,769,308 shares, now holding 7,538,616 shares valued at around $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson's stock was trading around $233.19, which is 1.9% above its 50-day moving average of $228.95. However, it sits 14.2% below its 52-week high of $271.64. The recent price reflects a market cap of approximately $44.8 billion and a P/E ratio of 22.8, indicating a solid valuation in the industrial distribution sector.

Recent Earnings

Ferguson reported trailing twelve-month revenue of about $31.4 billion and earnings per share (EPS) of $10.16. The company has seen a revenue growth of 4.6% year-over-year. Its next earnings report is scheduled for November 9, 2026.

Dividend

Ferguson Enterprises pays an annual dividend of $3.56 per share, yielding about 1.56%. The payout ratio stands at 33.6%, showing a commitment to returning value to shareholders while maintaining healthy cash flow.

Insider Buying and Selling at Ferguson Enterprises Inc.

Before Camposano's sale, several other insiders also executed planned sales on October 12, 2026. Kevin Murphy, the President & CEO, sold 11,259 shares at $216.78, totaling $2.44 million. Graham Ian T., the Chief Legal Officer, sold 1,854 shares at $218.74, worth $405,543.96. Additionally, Jake Schlicher, Chief Strategy Officer, sold 3,138 shares at the same price, totaling $686,406.12.

Analysts Set New Price Targets

On October 7, 2026, RBC Capital maintained its Outperform rating for Ferguson with a price target of $286. This follows earlier ratings from August 11, where firms like UBS and Bernstein also maintained their ratings, with price targets ranging from $256 to $325. The average analyst recommendation remains a buy, with a consensus target price of about $283.45.

About Ferguson Enterprises

Ferguson Enterprises Inc. is a leading distributor of water and air solutions, serving professionals in the U.S. and Canada. The company offers a wide range of products and services, focusing on plumbing, HVAC, and water solutions for both residential and commercial markets. Camposano's recent sale comes as the company prepares for its next earnings report, reflecting ongoing activity among its leadership.

Bottom Line

Investors should watch for Ferguson's upcoming earnings report on November 9, 2026, to gauge its performance in a competitive market. The insider sales may indicate strategic financial planning among executives, as Camposano's planned transaction aligns with recent trends in the market.