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FERG

Ferguson plc

FERG

NYSE·Industrials·Industrial - Distribution·Mkt cap $44.5B

$230.24

+0.45%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$207.64 - $271.64

P/E

21.80

Fwd P/E

20.67

Beta

1.13

Div Yield

1.53%

Avg Vol

1.4M

Shares Out

193.9M

Mkt Cap

$44.5B

Price action

Price chart

Up 3.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Attractively priced below Industrial Distribution peer average

Momentum

Stable

-2.5% over 3m

Quality

Stable

Excellent business quality

Dividend

Modest

1.53% yield

Earnings track record

Recent earnings results

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

Next: Aug 4, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of $2.28 vs $2.16 consensus (+5.6% surprise). Revenue of $7.5B vs $7.6B expected (-1.2%).

EPS beat +5.6%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+5.6%

Next: Aug 4, 2026

Revenue trend · last 8Q

+3%

+4%

+7%

+5%

+12%

-2%

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

$7.9B

$7.8B

$6.9B

$7.6B

$8.5B

$8.2B

$7.5B

$7.5B

Margins · last 8Q

Gross

31.0%

Operating

8.2%

Profit

5.5%

Wall Street consensus

6 analysts · 83% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

83%

Hold

1

17%

Sell

0%

Median Price Target

$289.00

+25.5% vs $230.24

Low $281.00
Median $289.00
High $297.00

Latest: Barclays · $297.00 · May 8, 2026

2 analysts covering

vs Industry

How FERG stacks vs Industrial - Distribution

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

Industry comparison data unavailable for this stock.