FERG Chief Strategy Officer Schlicher Jake Sells $70K of Stock

Jake Schlicher, the Chief Strategy Officer of Ferguson Enterprises Inc. (NYSE: FERG), sold 314 shares on October 15, 2026. The total value of the sale was approximately $70,493, with shares sold at an average price of $224.50.

Inside Schlicher's Trade

Schlicher's sale was part of a planned transaction. This move adds to a busy day for Ferguson insiders, who were active in the market. On the same day, other executives also sold shares, including CEO Kevin Murphy, who sold 1,776 shares, and Senior VP Robert Camposano Jr., who sold 185 shares.

Other Institutional Activity in Ferguson

Ferguson has seen mixed activity from other institutional investors. 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 by 24,740 shares, ending with 9,138,286 shares valued at roughly $2.12 billion. FMR, LLC cut its holdings by 287,205 shares, now owning 7,559,923 shares worth about $1.75 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

As of October 16, 2026, Ferguson shares traded recently around $233.19, which is above its 50-day moving average by about 1.9%. However, the stock is 14.2% below its 52-week high of $271.64. The stock's performance may be influenced by the recent insider selling activity.

Recent Earnings

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

Dividend

Ferguson pays an annual dividend rate of $3.56, resulting in a yield of 1.56%. The payout ratio stands at 33.6%.

Insider Buying and Selling at Ferguson Enterprises Inc.

On October 15, 2026, several insiders sold shares. Robert Camposano Jr., a Senior VP, sold 185 shares at $224.50, totaling about $41,532. Graham Ian T., the Chief Legal Officer, sold 238 shares for $53,431. These sales were all planned transactions.

Analysts Set New Price Targets

On August 11, 2026, analysts from 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 among 22 analysts suggests a mean target price of $283.45, indicating potential upside from the recent trading levels.

About Ferguson Enterprises Inc.

Ferguson Enterprises Inc. distributes essential water and air solutions across the U.S. and Canada. The company provides a wide range of products including plumbing supplies, HVAC equipment, and lighting solutions for both residential and commercial customers.

Bottom Line

Investors will be watching for the upcoming earnings report on November 9, 2026. With active insider trading and mixed institutional activity, further developments may influence Ferguson's stock performance.