FERG

FERG Earnings Preview

Ferguson Enterprises Inc. · Industrials · $53B

2d until earnings

FERG Earnings

Tuesday, May 05 2026
EPS Estimate
$2.20
$2.00 – $2.52
Revenue Estimate
$7.4B
Current Price
$264.27

Our Position

bullish · high

Ferguson insiders buy $13M amid mixed price targets

structured data est. revisions stable

Strong insider buying signals confidence in Ferguson despite mixed analyst targets and decelerating revenue momentum, suggesting potential undervaluation and support for the stock price.

Watch: Watch the May 5 Q1 earnings call for updates on revenue trends and guidance amid sector headwinds.

Data Signal Summary

1 bullish
0 bearish
Insider buying

Key Context

Insider Activity
buying
Price Trend
mixed
1-Month Return
+10.6%
From 52w High
-1.3%
P/E Ratio
26.0
Est. Revisions (30d)
+0.0% 3up/2dn
Analyst Target (mean)
$278 $244–$325 +5%
Options P/C Ratio
1.13
Est. Dispersion
24% 18 analysts
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Bridgewater, Baupost

Recent Activity

insider trades 70 transactions
Buy · Ferguson Plc ·11,000 shares ·$2,306,810
Buy · Ferguson Plc ·12,209 shares ·$2,528,972
Other · Morrissey (Victoria) ·2,000 shares ·$354,000
Other · Rees (Richard John) ·208,333 shares ·$64,999
Other · Crofton (Kevin) ·2,916,666 shares ·$909,999
65 more
Other · Morrissey (Victoria) ·3,304 shr
Other · Morrissey (Victoria) ·1,468 shr ·$295,361
Other · JACOBS MICHAEL ·2,221 shr
Other · JACOBS MICHAEL ·2,624 shr ·$527,450
Other · Williams (John) ·2,118 shr
Other · Williams (John) ·1,118 shr ·$224,963
Buy · Ferguson Plc ·10,300 shr ·$2,185,351
Buy · Ferguson Plc ·12,018 shr ·$2,525,342
Buy · Ferguson Plc ·13,000 shr ·$2,680,730
Buy · Ferguson Plc ·9,800 shr ·$2,143,064
Buy · Ferguson Plc ·11,000 shr ·$2,327,050
Buy · Ferguson Plc ·11,800 shr ·$2,494,638
Buy · Ferguson Plc ·11,500 shr ·$2,438,345
Buy · Ferguson Plc ·11,900 shr ·$2,495,192
Buy · Ferguson Plc ·12,201 shr ·$2,529,511
Buy · Ferguson Plc ·11,840 shr ·$2,500,016
Buy · Ferguson Plc ·10,553 shr ·$2,245,045
Buy · Ferguson Plc ·12,764 shr ·$2,626,193
Buy · Ferguson Plc ·13,107 shr ·$2,696,765
Buy · Ferguson Plc ·13,444 shr ·$2,729,132
Buy · Ferguson Plc ·14,807 shr ·$2,908,390
Buy · Ferguson Plc ·17,176 shr ·$3,251,588
Buy · Ferguson Plc ·15,974 shr ·$3,016,050
Buy · Ferguson Plc ·16,041 shr ·$3,057,575
Buy · Ferguson Plc ·16,228 shr ·$3,087,052
Buy · Ferguson Plc ·16,200 shr ·$3,092,094
Buy · Ferguson Plc ·16,305 shr ·$3,088,656
Buy · Ferguson Plc ·16,273 shr ·$3,104,237
Other · Ferguson Plc ·17,244 shr
Buy · Ferguson Plc ·16,518 shr ·$3,189,460
Buy · Ferguson Plc ·16,148 shr ·$3,103,161
Buy · Ferguson Plc ·17,244 shr ·$3,288,603
Buy · Ferguson Plc ·16,166 shr ·$3,089,645
Buy · Ferguson Plc ·16,045 shr ·$3,145,140
Buy · Ferguson Plc ·15,559 shr ·$30,184
Buy · Ferguson Plc ·15,610 shr ·$30,907
Buy · Ferguson Plc ·13,424 shr ·$27,116
Buy · Ferguson Plc ·13,592 shr ·$27,319
Other · Ferguson Plc ·160,800 shr
Buy · Ferguson Plc ·10,315 shr ·$20,939
Buy · Ferguson Plc ·2,598 shr ·$5,299
Buy · Ferguson Plc ·27,501 shr ·$56,102
Exercise · Morrissey (Victoria) ·84 shr ·$8,895
Exercise · JACOBS MICHAEL ·84 shr ·$8,895
Buy · Ferguson Plc ·45,076 shr ·$92,856
Buy · Ferguson Plc ·10,524 shr ·$2,188,992
Buy · Ferguson Plc ·32,675 shr ·$6,790,845
Buy · Ferguson Plc ·29,249 shr ·$6,150,772
Buy · Ferguson Plc ·23,720 shr ·$5,003,971
Buy · Ferguson Plc ·3,861 shr ·$818,532
Buy · Ferguson Plc ·25,484 shr ·$5,376,104
Buy · Ferguson Plc ·59,987 shr ·$12,885,207
Buy · Ferguson Plc ·9,716 shr ·$2,130,330
Buy · Ferguson Plc ·22,168 shr ·$4,837,944
Buy · Ferguson Plc ·19,490 shr ·$4,301,443
Buy · Ferguson Plc ·12,808 shr ·$2,831,720
Buy · Ferguson Plc ·7,395 shr ·$1,632,002
Buy · Ferguson Plc ·12,917 shr ·$2,832,052
Buy · Ferguson Plc ·9,332 shr ·$2,046,974
Buy · Ferguson Plc ·7,741 shr ·$1,689,782
Buy · Ferguson Plc ·100 shr ·$21,622
Buy · Ferguson Plc ·12,305 shr ·$2,614,566
Buy · Ferguson Plc ·13,281 shr ·$2,800,697
Buy · Ferguson Plc ·28,699 shr ·$6,109,730
Buy · Ferguson Plc ·10,350 shr ·$2,216,349