Ferguson Enterprises Inc. (FERG)

In the past six months, Ferguson's stock has been impacted by several key events, including the release of Q1 2026 and calendar year 2025 results, dividend declarations, share repurchase programs, acquisitions, and analyst updates. Ferguson reported its Q1 2026 results on May 5, 2026, with sales increasing by 3.6% to $7.5 billion and adjusted diluted EPS rising by 9.1% to $2.28. On February 24, 2026, Ferguson reported strong calendar year 2025 results, with sales of $31.3 billion (up 5.0%) and adjusted diluted EPS of $10.58 (up 13.4%). As of May 8, 2026, the stock price was $241.34, with a 52-week high of $271.64 and a 52-week low of $170.23.

Demand for Ferguson's products and services exhibits some seasonality, influenced by the construction markets it serves. The company has reported a challenging residential market and stronger growth in non-residential demand. Ferguson's "Seasonality Score" of 50 suggests a fair valuation in the industry regarding predictable price changes around the same period each year.

Ferguson Enterprises, Inc. is a leading North American value-added distributor of essential water and air solutions, serving residential and non-residential construction markets. The company distributes plumbing, HVAC products, appliances, lighting, pipes, valves, fittings, and water and wastewater solutions. Ferguson sources products from approximately 36,000 suppliers and serves over 1 million customers.

Ferguson's primary geographic focus is North America, generating 95% of its revenue from the United States and 5% from Canada. The company has approximately 1,700 to 1,800 locations across the U.S. and Canada, ensuring that 95% of its North American customers are within 60 miles of a Ferguson location.

Ferguson maintains a strong brand reputation as North America's largest value-added distributor of water and air solutions. The company emphasizes its customer-centric approach and commitment to community and industry development, including a goal to connect 50,000 young people to skilled trades by 2030. Ferguson also recognized logistics organizations with its 2025 Carrier of the Year awards.

Institutional investors hold approximately 89% of Ferguson Enterprises Inc. stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Wellington Management Group Llp. Vanguard Group Inc. is the largest individual institutional shareholder, holding 9.98% of shares outstanding. Individual insiders own less than 1% of the company, and the general public owns an 11% stake.