Ferguson Enterprises (FERG) CEO Michael Sells $151K of Stock

Kevin Murphy, the President and CEO of Ferguson Enterprises Inc. (NYSE: FERG), sold 685 shares on October 14, 2026, for a total of $151,131.55. This sale was part of a planned transaction, reflecting the ongoing activity among the company's insiders. The shares were sold at a price of $220.63 each.

Inside Murphy's Trade

Murphy's sale of 685 shares adds to the recent activity among Ferguson's executives. On the same day, Senior VP Robert Camposano sold 201 shares, also priced at $220.63, valued at around $44,346. Similarly, Chief Legal Officer Ian T. Graham sold 99 shares for about $21,842. This pattern of planned sales suggests a coordinated approach among the company's leadership.

Other Institutional Activity in Ferguson

Several institutional investors have adjusted their stakes in Ferguson recently. Blackrock Inc. reduced its holdings by 157,226 shares, ending with 11,489,134 shares valued at about $2.66 billion. Vanguard Portfolio Management LLC trimmed its position by 24,740 shares, bringing its total to 9,138,286 shares worth approximately $2.12 billion. FMR, LLC also decreased its stake, selling 287,205 shares for a total of about $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

Ferguson stock recently traded around $233.19 as of October 16, 2026, which is about 1.9% above its 50-day moving average of $228.95. However, it's 14.2% below its 52-week high of $271.64, indicating some challenges in reaching previous highs. The stock is also trading below the mean price target of $283.45 set by analysts.

Recent Earnings

Ferguson reported trailing twelve-month revenue of approximately $31.45 billion, with an EPS of $10.16. The company has shown a revenue growth of 4.6% year-over-year and a net margin of 6.3%. The next earnings report is scheduled for November 9, 2026, which could provide further insights into its performance.

Insider Buying and Selling at Ferguson Enterprises Inc.

On October 14, 2026, aside from Murphy's sale, Camposano sold 201 shares at $220.63, totaling $44,346.63. Graham also sold 99 shares on the same day for $21,842.37. The following day, Camposano sold an additional 185 shares at a higher price of $224.50, valued at $41,532.50. These transactions were all planned sales, reflecting a strategic approach to managing their stock holdings.

Analysts Set New Price Targets

On August 11, 2026, UBS maintained a Neutral rating on Ferguson with a price target of $256. Bernstein also kept an Outperform rating with a target of $325. RBC Capital maintained its Outperform rating with a price target of $290. Recently, on October 7, RBC Capital adjusted its target slightly to $286, down from $290.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions across the U.S. and Canada. The company provides a variety of products and services, including plumbing and HVAC systems, to both residential and commercial customers. This insider trading activity comes as Ferguson continues to navigate a competitive landscape in the industrial distribution sector.

Bottom Line

Investors should watch for Ferguson's upcoming earnings report on November 9, 2026, which may provide more insights into the company's financial health. Additionally, the recent insider sales suggest that executives are actively managing their stock positions, which could be worth monitoring moving forward.