Ferguson Enterprises Inc.

Ferguson Enterprises Inc.

FERG

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Market Cap$43.82B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ferguson Enterprises Inc.Ferguson Enterprises Inc.21.21.92%36%1.41

Earnings Call Q1 2026

December 9, 2025 - AI Summary

Strong Revenue Growth: Ferguson reported quarterly sales of $8.2 billion, marking a 5% increase year-over-year driven by 4% organic growth and 1% from acquisitions. This reflects resilience in a challenging market, with significant growth in nonresidential sectors up 12%.
Operating Margin Improvement: The company achieved an operating profit of $808 million, a 14% year-over-year increase, equating to a 9.9% operating margin, with a 60 basis point expansion from the prior year. This demonstrates effective cost management and discipline amidst inflationary pressures.
Dividend Increase and Buybacks: Ferguson declared a 7% increase in its quarterly dividend to $0.89 per share, reflecting confidence in the business. Additionally, the company returned $372 million to shareholders through share repurchases and dividends, with a focus on returning surplus capital while maintaining strong balance sheet metrics, specifically a net debt to EBITDA of 1.1 times.

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$289.80

Target Price by Analysts

28.2% upsideFerguson Enterprises Target Price DetailsTarget Price
$91.04

Current Fair Value

59.7% downside

Overvalued by 59.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$43.82 Billion
Enterprise Value$49.09 Billion
Dividend Yield$4.33 (1.92%)
Earnings per Share$9.33
Beta1.2
Outstanding Shares194,600,000

Return

Return on Equity35.65%ROE
Return on Assets11.77%
Return on Invested Capital15.47%

Valuation & Multiples

P/E Ratio21.21P/E Ratio
PEG2174.29PEG
Price to Sales1.39Price to Sales
Price to Book Ratio7.54Price to Book Ratio
Enterprise Value to Revenue1.55
Enterprise Value to EBIT26.24
Enterprise Value to Net Income23
Total Debt to Enterprise0.12
Debt to Equity1.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 1, 2026
EPS Estimate
-
Average shareholder expectation
Revenue Estimate
-
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$3.29
Average shareholder expectation
Revenue Estimate
$8.60 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0686 74.38%
Total Calls231,800 32.42%
Total Puts247,700 122.35%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %92.51% 0.86%
Total Invested$42.11B 5.41%
Investors Holding941 22.00%

ESG Score

No data

About Ferguson Plc.

CEO: Kevin Murphy

Ferguson is the world's leading value-added distributor of plumbing and heating products

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and 'revenue estimates' for all tax legislation, directly influencing corporate tax structures and capital investment credits, which significantly impacts Ferguson's financial planning and investment strategies.

Finance

Directly controls corporate taxation and trade policy (tariffs), which significantly impacts Ferguson's profitability, investment decisions, and the cost of goods sold.

Appropriations

Directly allocates federal spending for infrastructure, housing, and public works projects, which directly translates into demand and order flow for plumbing and heating products that Ferguson distributes.

Banking, Housing, and Urban Affairs

Directly regulates housing and urban development (HUD) and influences real estate markets, which are primary drivers of demand for plumbing and heating products in new construction and renovation.

Environment and Public Works

Directly impacts the 'infrastructure super-cycle' and building standards through EPA regulations and federal highway programs, which drive demand for and specifications of plumbing and heating products, a core business for Ferguson.