What is William Blair's Estimate for Ferguson Q2 Earnings?

Ferguson plc (NASDAQ:FERG - Free Report) - Equities research analysts at William Blair decreased their Q2 2025 earnings estimates for shares of Ferguson in a research note issued on Tuesday, December 10th. William Blair analyst R. Merkel now forecasts that the company will post earnings of $1.60 per share for the quarter, down from their previous estimate of $1.81. The consensus estimate for Ferguson's current full-year earnings is $9.74 per share. William Blair also issued estimates for Ferguson's Q3 2025 earnings at $2.32 EPS, Q4 2025 earnings at $3.03 EPS, FY2025 earnings at $9.40 EPS, Q1 2026 earnings at $2.86 EPS, Q2 2026 earnings at $1.93 EPS, Q3 2026 earnings at $2.64 EPS and Q4 2026 earnings at $3.37 EPS.

Several other equities analysts also recently weighed in on the stock. Oppenheimer initiated coverage on shares of Ferguson in a report on Wednesday, October 23rd. They issued an "outperform" rating and a $234.00 price target on the stock. Citigroup raised their target price on shares of Ferguson from $203.00 to $221.00 and gave the stock a "neutral" rating in a report on Wednesday, September 18th. Robert W. Baird decreased their target price on shares of Ferguson from $230.00 to $225.00 and set an "outperform" rating for the company in a research report on Wednesday. Berenberg Bank increased their price target on Ferguson from $224.00 to $240.00 and gave the stock a "buy" rating in a research report on Wednesday. Finally, Royal Bank of Canada reissued an "outperform" rating and issued a $219.00 price objective on shares of Ferguson in a report on Wednesday. Two analysts have rated the stock with a hold rating and eight have issued a buy rating to the stock. Based on data from MarketBeat.com, Ferguson presently has an average rating of "Moderate Buy" and a consensus price target of $231.00.

Ferguson Stock Performance

Shares of FERG stock traded down $2.65 during mid-day trading on Thursday, reaching $191.02. The stock had a trading volume of 1,193,280 shares, compared to its average volume of 1,308,679. Ferguson has a 1-year low of $180.98 and a 1-year high of $225.63. The firm has a market cap of $38.35 billion, a price-to-earnings ratio of 23.07, a PEG ratio of 1.90 and a beta of 1.21. The company has a current ratio of 1.80, a quick ratio of 1.00 and a debt-to-equity ratio of 0.89. The business's fifty day moving average is $203.92 and its 200-day moving average is $202.55.

Ferguson (NASDAQ:FERG - Get Free Report) last announced its quarterly earnings data on Tuesday, September 17th. The company reported $2.98 earnings per share for the quarter, beating analysts' consensus estimates of $2.86 by $0.12. Ferguson had a net margin of 5.68% and a return on equity of 34.85%. The firm had revenue of $7.95 billion for the quarter, compared to analyst estimates of $8.01 billion. During the same period in the previous year, the company earned $2.77 earnings per share. The business's quarterly revenue was up 1.4% compared to the same quarter last year.

Ferguson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 6th. Investors of record on Friday, December 20th will be issued a $0.83 dividend. This is a boost from Ferguson's previous quarterly dividend of $0.79. The ex-dividend date is Friday, December 20th. This represents a $3.32 dividend on an annualized basis and a yield of 1.74%. Ferguson's dividend payout ratio is presently 37.94%.

Insiders Place Their Bets

In other Ferguson news, VP Michael Jacobs sold 2,624 shares of the company's stock in a transaction on Monday, October 14th. The shares were sold at an average price of $200.96, for a total transaction of $527,319.04. Following the completion of the transaction, the vice president now directly owns 1,116 shares in the company, valued at approximately $224,271.36. This represents a 70.16 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Ian T. Graham sold 5,778 shares of Ferguson stock in a transaction dated Monday, October 14th. The shares were sold at an average price of $201.27, for a total transaction of $1,162,938.06. Following the completion of the sale, the insider now owns 5,938 shares in the company, valued at approximately $1,195,141.26. This trade represents a 49.32 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 12,313 shares of company stock worth $2,477,901. 0.16% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Ferguson

A number of hedge funds have recently made changes to their positions in FERG. CWM LLC grew its holdings in shares of Ferguson by 16.2% during the second quarter. CWM LLC now owns 1,127 shares of the company's stock worth $218,000 after buying an additional 157 shares in the last quarter. Sequoia Financial Advisors LLC boosted its position in Ferguson by 4.1% during the second quarter. Sequoia Financial Advisors LLC now owns 2,416 shares of the company's stock worth $468,000 after acquiring an additional 95 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in Ferguson by 0.4% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 33,650 shares of the company's stock valued at $6,516,000 after acquiring an additional 142 shares in the last quarter. Triad Wealth Partners LLC acquired a new stake in Ferguson in the 2nd quarter valued at about $126,000. Finally, Blue Trust Inc. lifted its stake in Ferguson by 995.4% in the 2nd quarter. Blue Trust Inc. now owns 1,895 shares of the company's stock worth $367,000 after purchasing an additional 1,722 shares in the last quarter. Institutional investors and hedge funds own 81.98% of the company's stock.

Ferguson Company Profile

Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, fabrication, and others, as well as heating, ventilation, and air conditioning products under the Ferguson brand name.