Ferguson Enterprises (FERG) CEO Michael Sells $2.4M of Stock

Kevin Murphy, President and Chief Executive Officer of Ferguson Enterprises Inc. (NYSE: FERG), sold 11,259 shares on October 12, 2026. The shares were sold at a price of $216.78 each, bringing in a total of about $2,440,726. This sale was part of a planned transaction.

Other Institutional Activity in Ferguson Enterprises

Several other institutional investors have also made adjustments to their positions in Ferguson. Blackrock Inc. trimmed its stake by 157,226 shares, ending with 11,489,134 shares valued at approximately $2.66 billion. Vanguard Portfolio Management LLC reduced its holdings by 24,740 shares, now holding 9,138,286 shares worth about $2.12 billion. Similarly, FMR, LLC cut its position by 287,205 shares, totaling 7,559,923 shares valued at around $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson's stock is trading at approximately $233.19, which is about 1.9% above its 50-day moving average of $228.95. However, it remains 14.2% below its 52-week high of $271.64 and 17.7% under the mean price target of $283.45 set by analysts.

Recent Earnings

Ferguson Enterprises reported trailing twelve-month revenue of $31.45 billion and an earnings per share (EPS) of $10.16. The company has shown a revenue growth of 4.6% year-over-year, with a net margin of 6.3%. The next earnings report is scheduled for November 9, 2026.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Murphy's recent sale, other insiders have also sold shares. On October 14, Robert Camposano Jr., Senior VP - Waterworks, sold 201 shares at an average price of $220.63, totaling about $44,347. Graham Ian T., Chief Legal Officer, sold 99 shares on the same day, valued at approximately $21,842. Additionally, Camposano sold another 185 shares on October 15 at $224.50, worth about $41,533.

Analysts Set New Price Targets

Analysts have maintained their ratings for Ferguson Enterprises. On October 7, 2026, RBC Capital maintained an "Outperform" rating with a price target of $286. Earlier, on August 11, firms like UBS and Bernstein also affirmed their ratings, with targets ranging from $256 to $325. The consensus among analysts is a "buy" recommendation, with a mean price target of $283.45 based on 22 opinions.

About Ferguson Enterprises

Ferguson Enterprises Inc. provides essential water and air solutions to professionals in the U.S. and Canada. The company offers a range of products, including plumbing, HVAC systems, and lighting solutions. The recent insider trades come as Ferguson navigates a competitive market while preparing for its upcoming earnings report.

Bottom Line

Investors should keep an eye on Ferguson Enterprises as it approaches its next earnings report on November 9, 2026. Furthermore, the recent insider trades, particularly by CEO Kevin Murphy, may signal insights into the company's current strategy and market positioning.