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FERG

Ferguson plc

FERG

NYSE·Industrials·Industrial - Distribution·Mkt cap $44.3B

$228.41

+2.32%

P/E

20.58

Mkt Cap

$44.3B

52-Wk Range

$207.64–$271.64

52-Week Range

$207.64 - $271.64

P/E

20.58

Fwd P/E

18.12

Beta

1.11

Div Yield

1.56%

Avg Vol

2.1M

Shares Out

193.9M

Mkt Cap

$44.3B

Price action

Price chart

Down 3.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Extensive branch network of 1,679 locations providing local market presence and rapid delivery
  • Diversified product portfolio across plumbing, heating, water management, and industrial categories reducing customer concentration risk
  • Digital-first platform with online ordering, estimation tools, and jobsite logistics enhancing customer convenience
  • Long-standing relationships and brand heritage since 1887 building customer trust and switching costs
  • Integrated supply chain and distribution infrastructure creating operational efficiency and cost advantages

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Infrastructure investment and residential construction recovery in North America

Value

Undervalued - trading well below Industrial Distribution peers

Momentum

Stable

+1.8% over 3m

Quality

Stable

Strong fundamentals

Dividend

Modest

1.56% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 10, 2026

Reported EPS of $3.39 vs $3.30 consensus (+2.7% surprise). Revenue of $8.8B vs $8.7B expected (+0.9%). Beat on both top and bottom lines.

EPS beat +2.7%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+2.7%

Revenue trend · last 8Q

+3%

+4%

+7%

+12%

-2%

+3%

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q2 26

Q3 26

Q4 26

$7.9B

$7.8B

$6.9B

$7.6B

$8.5B

$7.5B

$7.5B

$8.8B

Margins · last 8Q

Gross

31.0%

Operating

10.2%

Profit

7.6%

Wall Street consensus

6 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

67%

Hold

2

33%

Sell

0%

Median Price Target

Latest: Barclays · Aug 11, 2026

vs Industry

How FERG stacks vs Industrial - Distribution

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.