Ferguson Enterprises (FERG) CEO Michael Sells $399K of Stock

Ferguson Enterprises Inc. CEO Kevin Murphy sold 1,776 shares of the company for a total of $398,712 on October 15, 2026. This sale was part of a planned transaction, with shares sold at a price of $224.50 each.

Inside Murphy's Trade

Murphy's recent sale adds to a wave of insider trading at Ferguson, as other executives also sold shares on the same day. Notably, Robert Camposano, Senior VP, sold 185 shares for $41,532, and Ian T. Graham, Chief Legal Officer, sold 238 shares worth $53,431. The timing of these transactions suggests a broader trend among Ferguson's leadership.

Other Institutional Activity in Ferguson

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

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson shares recently traded around $233.19, which is above the 52-week low of $212.13 but below the 50-day moving average of $228.95, indicating some volatility. The stock is currently 14.2% below its 52-week high of $271.64 and 17.7% lower than the mean price target of $283.45 set by analysts.

Recent Earnings

Ferguson reported trailing twelve-month revenue of $31.4 billion and an EPS of $10.16, reflecting a revenue growth of 4.6% year-over-year. The next earnings report is set for November 9, 2026, which will be closely watched by investors for further insights into the company’s performance.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Murphy's sale, Robert Camposano sold 201 shares for $44,347 on October 14, 2026, and another 185 shares on October 15, 2026, for $41,532. Ian T. Graham also sold 238 shares on the same day for $53,431. All these transactions were planned sales under Rule 10b5-1.

Analysts Set New Price Targets

On August 11, 2026, several firms, including UBS, Bernstein, and RBC Capital, maintained their ratings on Ferguson with price targets ranging from $256 to $325. RBC Capital recently reiterated an 'Outperform' rating with a target of $286 on October 7, 2026. The consensus recommendation remains a 'buy' based on 22 analyst opinions, with a mean target price of $283.45.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions for professionals in the U.S. and Canada. The company offers a wide range of products, including plumbing supplies, HVAC equipment, and appliances. Murphy's recent stock sale comes as the company navigates a competitive market in the industrial distribution sector.

Bottom Line

Investors should keep an eye on Ferguson's upcoming earnings report on November 9, 2026, for insights into its financial health and market position. With insider selling and analyst ratings providing mixed signals, the stock's performance will be closely monitored in the coming weeks.