Ferguson Enterprises (FERG) COO Jr Sells $79K of Stock

Thees William T. Jr, Chief Operating Officer at Ferguson Enterprises Inc. (NYSE: FERG), sold 353 shares on October 15, 2026, for about $79,249. The shares were sold at a price of $224.50 each, as part of a planned transaction.

Inside Thees William T. Jr's Trade

This sale marks a continuation of insider trading activity at Ferguson, reflecting a strategic move by Thees William to adjust his holdings. The recent sale adds to a series of transactions by other insiders, including Robert Camposano and Graham Ian T., who also sold shares on the same day.

Other Institutional Activity in Ferguson

Several other institutional investors made changes to their Ferguson holdings. BlackRock Inc. trimmed its position by 157,226 shares, leaving it with 11,489,134 shares valued at about $2.65 billion. Vanguard Portfolio Management LLC decreased its stake by 24,740 shares, resulting in 9,138,286 shares worth approximately $2.11 billion. Similarly, FMR, LLC reduced its holding by 287,205 shares, ending with 7,559,923 shares valued at around $1.74 billion. In contrast, Jupiter Topco LLC increased its position by 3,769,308 shares, bringing its total to 7,538,616 shares valued at about $1.74 billion.

Ferguson Enterprises Inc. Stock Up 1.9%

Ferguson stock is currently trading at around $233.19, which is near its 52-week low of $212.13. The stock has shown some volatility, trading below its 200-day moving average of $238.44. This recent insider activity comes at a time when shares have been fluctuating, potentially signaling investor caution.

Recent Earnings

In its latest earnings report for the quarter ended July 31, 2026, Ferguson posted revenue of approximately $31.4 billion, reflecting a revenue growth rate of 4.6% year-over-year. The company reported earnings per share (EPS) of $10.16, with a net margin of 6.32%. Ferguson's next earnings date is scheduled for November 9, 2026.

Dividend

Ferguson Enterprises offers an annual dividend rate of $3.56, resulting in a yield of 1.66%. The company's dividend payout ratio stands at 33.27%, indicating a stable commitment to returning value to shareholders.

Insider Buying and Selling at Ferguson Enterprises Inc.

On the same day as Thees William's sale, Robert Camposano, Senior VP - Waterworks, sold 185 shares at $224.50 each for a total of about $41,532. Additionally, Camposano sold 201 shares on October 14 for approximately $44,347. Graham Ian T., Chief Legal Officer & Corporate Secretary, also sold 238 shares at $224.50 for about $53,431 on October 15, and had previously sold 99 shares at $220.63 for about $21,842 on October 14.

Analysts Set New Price Targets

On October 7, 2026, RBC Capital maintained its "Outperform" rating on Ferguson with a target price of $286. This follows several other rating updates from firms like UBS, which maintained a "Neutral" rating with a target of $256, and Bernstein, which also maintains an "Outperform" rating with a target of $325.

About Ferguson Enterprises Inc.

Ferguson Enterprises is a distributor of essential water and air solutions to professionals in the U.S. and Canada. It provides a wide range of products including plumbing supplies, HVAC solutions, and appliances. The company plays a key role in the industrial distribution sector, serving both residential and non-residential markets.

Bottom Line

As Ferguson continues to see insider activity, investors will want to monitor upcoming earnings on November 9, 2026. The recent share prices and insider trades reflect a cautious stance among executives as the company adapts to market conditions. Remember, the reported transactions are based on past holdings and may not represent current positions.