Ferguson appears to be emerging from a cyclical trough, with revenue growth turning positive at 9.1% in 2026Q2 and operating margin expanding from 6.0% in 2025Q2 to 10.2% in 2026Q4, signaling a recovery in residential demand and operational leverage. However, ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth stabilized at 3.0% in 2026Q4 after a -2.0% decline in 2026Q3, with gross margin holding at 31.0% and operating margin recovering to 10.2% from a cyclical low of 6.0% in 2025Q2, though net margin of 7.6% was boosted by tax or one-time items.
Analysts' cautious revenue growth assumptions of 4.3% annually and $2.4 billion earnings by 2028 may be challenged by stronger actual performance.
Ferguson reported strong quarterly sales of $7,495 million and net income of $389 million, with five-month sales reaching $12,833 million and net income of $786 million.
FERG's trailing P/E of 25.00 and forward P/E of 21.41 suggest reasonable valuation relative to earnings potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $3.39+2.4% vs $3.31 | $8.8B+0.8% vs $8.7B |
Q2 2026 May 5, 2026 | $2.28+5.6% vs $2.16 | $7.5B+0.8% vs $7.4B |
Q1 2026 Feb 24, 2026 | $3.48+0.0% vs $3.48 | $8.5B+0.0% vs $8.5B |
Q4 2025 Dec 9, 2025 | $2.84+2.5% vs $2.77 | $8.2B+5.8% vs $7.7B |
Arizona State Retirement System lifted its stake in Ferguson plc (NYSE: FERG) by 4.9% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 55,735 shares of the company's stock after purchasing an additional 2,600 shares during the quarter.
Allianz Asset Management GmbH cut its position in shares of Ferguson plc (NYSE: FERG) by 0.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 751,342 shares of the company's stock after selling 2,559 shares during the quarter. Allianz Asset Management GmbH
Ferguson plc (FERG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Greenland Capital Management LP purchased a new stake in Ferguson plc (NYSE: FERG) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 6,242 shares of the company's stock, valued at approximately $1,481,000. A number of other institutional investors also recently modified their
Benchmark FERG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ferguson plc (FERG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $221.17 | $42.89B | 23.73 | 3.8% | 6.03% | 32.42% | 1.11% | |
| $1268.62 | $59.9B | 35.84 | 4.51% | 9.92% | 44.11% | — | |
| $121.37 | $6.78B | 34.00 | -1.35% | 5.9% | 16.51% | — | |
| $50.08 | $57.47B | 45.95 | 8.67% | 15.46% | 34.03% | — | |
| $168.60 | $6.14B | 15.54 | -0.41% | 7.41% | 32.26% | — | |
| $325.58 | $13.41B | 26.58 | -4.98% | 6.53% | 14.4% | — |
Ferguson plc (FERG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ferguson plc (FERG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 14, 2026·SEC
Aug 11, 2026·SEC
Aug 10, 2026·SEC
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Ferguson plc (FERG) stock FAQ — growth, dividends, profitability & financials explained
Ferguson plc (FERG) reported $31.89B in revenue for fiscal year 2025. This represents a 375% increase from $6.72B in 1996.
Ferguson plc (FERG) grew revenue by 3.8% over the past year. Growth has been modest.
Yes, Ferguson plc (FERG) is profitable, generating $2.04B in net income for fiscal year 2025 (6.0% net margin).
Yes, Ferguson plc (FERG) pays a dividend with a yield of 1.11%. This makes it attractive for income-focused investors.
Ferguson plc (FERG) has a return on equity (ROE) of 32.4%. This is excellent, indicating efficient use of shareholder capital.
Ferguson plc (FERG) generated $338.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
