FERG Ferguson Enterprises Inc.

bullish · high conviction track record →
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Mkt Cap $53B P/E 26.0 fwd 21.3 52wk $165.10 - $271.64 3h ago
Insider buying: $155,444,163 bought by 6 insiders (30d)
Est. revisions: +0.0% (2 up, 2 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.0)

Factor Model

net +0.0
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0

Ferguson insiders buy $13M amid mixed price targets

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

Ferguson insiders have purchased over $13 million in shares recently, with buybacks ranging from $1.6M to $2.8M at prices between $210 and $220 per share. Wells Fargo cut its price target from $285 to $260 but kept an Overweight rating. Morgan Stanley raised its target from 20,100 GBp to 21,100 GBp and maintained Overweight. The stock trades near its 52-week high of $271.64 with moderate revenue growth and improving margins.

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

Evidence

3h ago Insider buy by Ferguson Plc (FERG): $6,109,730
3h ago Insider buy by Ferguson Plc (FERG): $2,216,349
3h ago Insider buy by Ferguson Plc (FERG): $2,495,192
3h ago Insider buy by Ferguson Plc (FERG): $2,438,345
3h ago Insider buy by Ferguson Plc (FERG): $2,494,638
3h ago Insider buy by Ferguson Plc (FERG): $2,327,050
3h ago Insider buy by Ferguson Plc (FERG): $2,143,064
3h ago Insider buy by Ferguson Plc (FERG): $2,680,730
7 older signals
3h ago Insider buy by Ferguson Plc (FERG): $2,525,342
3h ago Insider buy by Ferguson Plc (FERG): $2,185,351
3h ago Insider buy by Ferguson Plc (FERG): $2,528,972
3h ago Insider buy by Ferguson Plc (FERG): $2,306,810
3h ago Insider buy by Ferguson Plc (FERG): $27,319
3h ago Insider buy by Ferguson Plc (FERG): $27,116
3h ago Insider buy by Ferguson Plc (FERG): $30,907
Fundamentals & Data ▾
Ferguson Enterprises Inc. Industrials · Industrial Distribution
Mkt Cap
$53B
P/E
26.0 fwd 21.3
Beta
1.18
Div Yield
135.00%
52w Range
$165.10 - $271.64
Short Interest
1.8M
Days to Cover
1.4 +21%
Insiders
buying 11B / 0S
EPS Estimate
$2.20 +0.0% 30d 2up / 2dn
Est. Dispersion
24% 18 analysts
Analyst Target
$276 $244 - $310
Options P/C
0.95
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Bridgewater, Baupost
Financials
Revenue
$8.2B +5% YoY
FCF
$312M
Gross Margin
31%
Op Margin
9%
Momentum: decelerating
Top Holders
D.E. Shaw $2.1B
Renaissance $47M
Citadel $16M
Bridgewater $11M
Baupost
Recent Filings & Data
insider trade 70
net buying · $155,444,163 bought
6 insiders · 70 transactions (30d)
Recent transactions
Ferguson Plc · buy · $2,306,810
Ferguson Plc · buy · $2,528,972
Morrissey (Victoria) · other · $354,000
Rees (Richard John) · other · $64,999
Crofton (Kevin) · other · $909,999
Morrissey (Victoria) · other
Morrissey (Victoria) · other · $295,361
JACOBS MICHAEL · other
JACOBS MICHAEL · other · $527,450
Williams (John) · other
Williams (John) · other · $224,963
Ferguson Plc · buy · $2,185,351
Ferguson Plc · buy · $2,525,342
Ferguson Plc · buy · $2,680,730
Ferguson Plc · buy · $2,143,064
Ferguson Plc · buy · $2,327,050
Ferguson Plc · buy · $2,494,638
Ferguson Plc · buy · $2,438,345
Ferguson Plc · buy · $2,495,192
Ferguson Plc · buy · $2,529,511
Ferguson Plc · buy · $2,500,016
Ferguson Plc · buy · $2,245,045
Ferguson Plc · buy · $2,626,193
Ferguson Plc · buy · $2,696,765
Ferguson Plc · buy · $2,729,132
Ferguson Plc · buy · $2,908,390
Ferguson Plc · buy · $3,251,588
Ferguson Plc · buy · $3,016,050
Ferguson Plc · buy · $3,057,575
Ferguson Plc · buy · $3,087,052
Ferguson Plc · buy · $3,092,094
Ferguson Plc · buy · $3,088,656
Ferguson Plc · buy · $3,104,237
Ferguson Plc · other
Ferguson Plc · buy · $3,189,460
Ferguson Plc · buy · $3,103,161
Ferguson Plc · buy · $3,288,603
Ferguson Plc · buy · $3,089,645
Ferguson Plc · buy · $3,145,140
Ferguson Plc · buy · $30,184
Ferguson Plc · buy · $30,907
Ferguson Plc · buy · $27,116
Ferguson Plc · buy · $27,319
Ferguson Plc · other
Ferguson Plc · buy · $20,939
Ferguson Plc · buy · $5,299
Ferguson Plc · buy · $56,102
Morrissey (Victoria) · exercise · $8,895
JACOBS MICHAEL · exercise · $8,895
Ferguson Plc · buy · $92,856
Ferguson Plc · buy · $2,188,992
Ferguson Plc · buy · $6,790,845
Ferguson Plc · buy · $6,150,772
Ferguson Plc · buy · $5,003,971
Ferguson Plc · buy · $818,532
Ferguson Plc · buy · $5,376,104
Ferguson Plc · buy · $12,885,207
Ferguson Plc · buy · $2,130,330
Ferguson Plc · buy · $4,837,944
Ferguson Plc · buy · $4,301,443
Ferguson Plc · buy · $2,831,720
Ferguson Plc · buy · $1,632,002
Ferguson Plc · buy · $2,832,052
Ferguson Plc · buy · $2,046,974
Ferguson Plc · buy · $1,689,782
Ferguson Plc · buy · $21,622
Ferguson Plc · buy · $2,614,566
Ferguson Plc · buy · $2,800,697
Ferguson Plc · buy · $6,109,730
Ferguson Plc · buy · $2,216,349
15 signals · latest 3h ago

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