FERG Senior VP - Waterworks Jr. Sells $42K of Stock

Robert Camposano, Senior VP - Waterworks at Ferguson Enterprises Inc. (NYSE: FERG), sold 185 shares on October 15, 2026, for a total of $41,532.5. This transaction was planned, reflecting Camposano's ongoing strategy regarding his holdings in the company.

Inside Camposano's Trade

Camposano sold the shares at a price of $224.50 each. This sale follows a series of insider transactions at Ferguson, where other executives also sold shares recently. Notably, Kevin Murphy, the President & CEO, sold 11,259 shares on October 12, 2026, valued at over $2.4 million, and Ian T. Graham, the Chief Legal Officer, sold nearly 1,900 shares the same day.

Other Institutional Activity in Ferguson

Ferguson has seen mixed activity from other institutional investors. Blackrock Inc. reduced its holdings by 157,226 shares, ending with 11,489,134 shares worth about $2.66 billion. Vanguard Portfolio Management LLC also cut its position, selling 24,740 shares, bringing its total to 9,138,286 shares valued at approximately $2.12 billion. Meanwhile, Jupiter Topco LLC grew its holdings significantly, adding 3,769,308 shares for a total of 7,538,616 shares worth about $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

Ferguson shares 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 currently about 14.2% below its 52-week high of $271.64 and 9.9% above its 52-week low of $212.13. Analysts have set a mean price target of $283.45, indicating potential upside from current levels.

Recent Earnings

Ferguson reported trailing twelve-month revenue of $31.45 billion and earnings per share (EPS) of $10.16. The company has shown a year-over-year revenue growth of 4.6% and a net margin of 6.3%. Their next earnings report is scheduled for November 9, 2026, which could provide further insights into their financial health.

Dividend

Ferguson pays an annual dividend rate of $3.56 per share, yielding about 1.56%. The dividend payout ratio stands at 33.6%, indicating a balanced approach to returning value to shareholders while retaining earnings for growth.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Camposano's recent sale, other insiders have also sold shares. On October 12, 2026, Kevin Murphy sold 11,259 shares at $216.78, totaling approximately $2.44 million. Ian T. Graham sold 1,854 shares at $218.74, valued at about $405,544. Camposano had sold 201 shares the day before at $220.63, worth $44,346.63.

Analysts Set New Price Targets

On August 11, 2026, multiple firms maintained their ratings on Ferguson. UBS kept a 'Neutral' rating with a price target of $256, while Bernstein and RBC Capital maintained 'Outperform' ratings with targets of $325 and $290, respectively. The consensus rating remains 'buy' with a mean target of $283.45 based on 22 analyst opinions.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions to professionals in the U.S. and Canada. They offer a wide range of products, including plumbing supplies, HVAC equipment, and lighting solutions. The recent insider sales and analyst support suggest a focus on strategic positioning within the market.

Bottom Line

Investors should keep an eye on Ferguson's upcoming earnings report on November 9, 2026, as it may provide further clarity on the company's performance. The recent insider transactions indicate a level of confidence in the company's future, even as some executives adjust their holdings.