FERG Chief Strategy Officer Schlicher Jake Sells $48K of Stock

Jake Schlicher, the Chief Strategy Officer of Ferguson Enterprises Inc. (NYSE: FERG), sold 217 shares on October 14, 2026, for approximately $47,877 at a price of $220.63 per share. This planned sale follows a trend of insider trading at the company, as seen with other executives making similar transactions on the same day.

Inside Schlicher's Trade

Schlicher's sale of 217 shares adds to a series of insider transactions at Ferguson. Notably, on the same day, Robert Camposano, Senior VP - Waterworks, sold 201 shares, and Graham Ian T., Chief Legal Officer, sold 99 shares, all at the same price of $220.63. This activity reflects ongoing insider movements within the company, particularly as Ferguson's stock recently traded around $233.19, which is above its 50-day moving average but below its 200-day average.

Other Institutional Activity in Ferguson

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

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson's stock was recently trading around $233.19. This price is about 1.9% above its 50-day moving average of $228.95 but 14.2% below its 52-week high of $271.64. The shares are currently positioned below the mean price target of $283.45 set by analysts, suggesting some potential for growth according to market expectations.

Recent Earnings

Ferguson reported a trailing twelve-month revenue of approximately $31.45 billion and an EPS of $10.16. The company has demonstrated a year-over-year revenue growth of 4.6% and a net margin of 6.3%. The next earnings report is expected on November 9, 2026.

Dividend

Ferguson pays an annual dividend rate of $3.56 per share, resulting in a dividend yield of 1.56%. The company maintains a payout ratio of 33.6%, showing a commitment to returning value to its shareholders while still retaining earnings for growth.

Insider Buying and Selling at Ferguson Enterprises Inc.

In addition to Schlicher's sale, several other insiders executed trades on October 14, 2026. Robert Camposano sold 201 shares valued at $44,346.63, while Graham Ian T. sold 99 shares for about $21,842.37. On October 15, Camposano sold another 185 shares at $224.50, valued at $41,532.50. This pattern of selling among insiders may reflect various personal financial strategies rather than a negative outlook on the company.

Analysts Set New Price Targets

On August 11, 2026, several firms including UBS and Bernstein maintained their ratings for Ferguson. UBS holds a Neutral rating with a price target of $256, while Bernstein rates it Outperform with a target of $325. RBC Capital also maintains an Outperform rating with a target of $290, reflecting confidence in the company's prospects despite recent insider selling.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. is a leading distributor of water and air solutions, serving professionals in the U.S. and Canada. The company supplies a wide range of products, including plumbing, HVAC equipment, and lighting solutions, catering to both residential and commercial markets. This insider trading activity comes as Ferguson continues to navigate a competitive landscape in the industrial distribution sector.

Bottom Line

Ferguson's upcoming earnings report on November 9, 2026, will be crucial for investors to assess its performance. The recent insider sales, including Schlicher's, could prompt discussions about executive confidence in the company's future. Investors should keep an eye on further filings and market movements as they unfold.