H.B. Fuller Company (FUL)

H.B. Fuller Co. announced a 5.6% increase in its regular quarterly cash dividend on April 15, 2025, marking the 56th consecutive year of dividend increases. On June 25, 2025, the company reported its Q2 2025 financial results, with diluted EPS of $0.76 and adjusted diluted EPS of $1.18, a 5% increase year-on-year. A Vice President, Joao Magalhaes, sold 1,099 shares of the company's stock on August 8, 2025. Seaport Global upgraded H.B. Fuller to "Buy" with a price target of $80.00 on September 26, 2025, while Citigroup maintained a "Neutral" rating but lowered its price target to $62.00 from $70.00 on the same day, later upgrading H.B. Fuller's rating from "Neutral" to "Buy" and raised its price target from $62.00 to $70.00 on October 22, 2025. Several institutional investors, including Ethic Inc., First Citizens Bank & Trust Co., and Wesbanco Bank Inc., increased their holdings in H.B. Fuller in the second quarter of 2025. H.B. Fuller hosted its 2025 Investor Day on October 20, 2025, to provide updates on its strategic vision and financial performance.

Specific demand seasonality for H.B. Fuller Co.'s products and services was not explicitly detailed. The company serves diverse industries such as construction, packaging, hygiene, and automotive, which may experience varying demand patterns throughout the year. Preliminary fiscal year 2024 results indicated that fourth-quarter net revenue and earnings were adversely impacted by weaker than expected conditions and delayed orders, particularly in consumer product goods and packaging-related end markets, as well as durable goods distribution.

H.B. Fuller Company is a global formulator, manufacturer, and marketer of adhesives, sealants, and specialty chemical products, operating within the Chemicals sector. The company produces industrial adhesives that enhance product performance and manufacturing processes, offering a range of adhesives, sealants, coatings, polymers, tapes, encapsulants, and additives. These products serve diverse industries, including food and beverage, hygiene, electronics, transportation, clean energy, packaging, construction, and aerospace.

H.B. Fuller has a significant global presence with sales offices and manufacturing plants across North America, Europe, Latin America, Asia Pacific, India, the Middle East, and Africa. The company has nearly 100 local manufacturing facilities in 26 countries. In February 2025, H.B. Fuller announced a multi-year plan to reduce its global manufacturing facilities from 82 to a target of 55 by 2030, and its North American warehouse count from 55 to 10 by the end of 2027.

H.B. Fuller has maintained a strong brand reputation due to its commitment to innovation and delivering high-quality products. The company was recognized as one of "America's Greatest Workplaces for Inclusion & Diversity" in 2025 by Newsweek. H.B. Fuller focuses on developing new adhesive technologies and emphasizes sustainability to minimize its environmental impact.

H.B. Fuller has a widely dispersed ownership structure, with institutional investors holding a significant stake. Major institutional shareholders include BlackRock, Inc. (15.76% ownership), Vanguard Group Inc. (11.98% ownership), and State Street Corp. Institutional investors collectively own approximately 84.12% of the company's stock, while individual ownership stands at around 0.45%. Hedge funds and other institutional investors own 95.93% of the company's stock.