Research Analysts Offer Predictions for Ferguson Q4 Earnings

Ferguson plc (NASDAQ:FERG) – Equities research analysts at William Blair boosted their Q4 2025 earnings per share (EPS) estimates for shares of Ferguson in a research note issued to investors on Tuesday, September 16th. William Blair analyst R. Merkel now anticipates that the company will post earnings of $3.48 per share for the quarter, up from their previous forecast of $3.04. The consensus estimate for Ferguson’s current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson’s Q1 2026 earnings at $2.78 EPS and FY2027 earnings at $11.75 EPS.

Several other analysts also recently weighed in on FERG. Oppenheimer lifted their target price on Ferguson from $235.00 to $255.00 and gave the company an “outperform” rating in a research note on Wednesday. Royal Bank Of Canada lifted their price target on Ferguson from $231.00 to $243.00 and gave the company an “outperform” rating in a research report on Wednesday. UBS Group lifted their price target on Ferguson from $204.00 to $225.00 and gave the company a “neutral” rating in a research report on Wednesday. Robert W. Baird lifted their price target on Ferguson from $260.00 to $262.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Truist Financial lifted their price target on Ferguson from $240.00 to $260.00 and gave the company a “buy” rating in a research report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $235.71.

Ferguson Stock Up 2.1%

Shares of Ferguson stock opened at $229.15 on Thursday. The business’s fifty day moving average price is $226.73 and its two-hundred day moving average price is $197.69. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.68 and a quick ratio of 0.91. The company has a market capitalization of $45.18 billion, a P/E ratio of 27.51, a PEG ratio of 1.69 and a beta of 1.15. Ferguson has a 1-year low of $146.00 and a 1-year high of $243.40.

Ferguson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 7th. Investors of record on Friday, September 26th will be issued a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, September 26th. Ferguson’s payout ratio is presently 41.40%.

Hedge Funds Weigh In On Ferguson

A number of hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Ferguson by 0.9% in the 2nd quarter. Vanguard Group Inc. now owns 19,341,871 shares of the company’s stock worth $4,211,692,000 after acquiring an additional 173,128 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Ferguson by 0.4% during the second quarter. Bank of New York Mellon Corp now owns 7,687,611 shares of the company’s stock valued at $1,673,977,000 after buying an additional 27,312 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Ferguson by 13.8% during the first quarter. Invesco Ltd. now owns 6,818,800 shares of the company’s stock valued at $1,092,576,000 after buying an additional 827,355 shares in the last quarter. Price T Rowe Associates Inc. MD grew its holdings in shares of Ferguson by 65.0% during the first quarter. Price T Rowe Associates Inc. MD now owns 4,454,467 shares of the company’s stock valued at $713,740,000 after buying an additional 1,755,464 shares in the last quarter. Finally, Franklin Resources Inc. grew its holdings in shares of Ferguson by 39.3% during the second quarter. Franklin Resources Inc. now owns 4,255,661 shares of the company’s stock valued at $926,830,000 after buying an additional 1,201,493 shares in the last quarter. 81.98% of the stock is currently owned by institutional investors and hedge funds.

Ferguson Company Profile

Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, fabrication, and others, as well as heating, ventilation, and air conditioning products under the Ferguson brand name.