Equities Analysts Issue Forecasts for Ferguson Q3 Earnings

Ferguson plc (NASDAQ:FERG) – Equities research analysts at William Blair lowered their Q3 2025 earnings per share estimates for shares of Ferguson in a research note issued to investors on Tuesday, March 11th. William Blair analyst R. Merkel now expects that the company will post earnings per share of $2.13 for the quarter, down from their prior estimate of $2.32. The consensus estimate for Ferguson’s current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson’s Q4 2025 earnings at $2.82 EPS, FY2025 earnings at $8.93 EPS, Q1 2026 earnings at $2.67 EPS, Q2 2026 earnings at $1.75 EPS, Q3 2026 earnings at $2.40 EPS, Q4 2026 earnings at $3.15 EPS and FY2027 earnings at $11.18 EPS.

Ferguson (NASDAQ:FERG) last announced its earnings results on Tuesday, March 11th. The company reported $1.52 EPS for the quarter, missing the consensus estimate of $1.58 by ($0.06). The company had revenue of $6.87 billion for the quarter, compared to analysts’ expectations of $6.76 billion. Ferguson had a net margin of 5.68% and a return on equity of 34.63%. The business’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.74 earnings per share.

A number of other research analysts have also issued reports on the company. Royal Bank of Canada reduced their price objective on Ferguson from $211.00 to $189.00 and set an “outperform” rating for the company in a research report on Wednesday. Barclays cut their target price on Ferguson from $211.00 to $190.00 and set an “overweight” rating on the stock in a research report on Wednesday. Citigroup cut their target price on Ferguson from $189.00 to $168.00 and set a “neutral” rating on the stock in a research report on Wednesday. Bank of America raised Ferguson from an “underperform” rating to a “buy” rating and upped their price target for the company from $185.00 to $225.00 in a research report on Wednesday, January 8th. Finally, Robert W. Baird set a $190.00 price target on Ferguson and gave the company an “outperform” rating in a research report on Wednesday. Three research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat.com, Ferguson has an average rating of “Moderate Buy” and a consensus target price of $201.64.

Ferguson Price Performance

Shares of NASDAQ FERG opened at $159.82 on Thursday. Ferguson has a twelve month low of $152.52 and a twelve month high of $225.63. The company has a current ratio of 1.68, a quick ratio of 0.91 and a debt-to-equity ratio of 0.83. The company has a market capitalization of $31.95 billion, a price-to-earnings ratio of 19.19, a price-to-earnings-growth ratio of 1.69 and a beta of 1.28. The business has a 50 day simple moving average of $175.89 and a 200-day simple moving average of $190.23.

Hedge Funds Weigh In On Ferguson

Several institutional investors and hedge funds have recently made changes to their positions in the company. Farther Finance Advisors LLC lifted its stake in shares of Ferguson by 33.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 364 shares of the company’s stock valued at $72,000 after acquiring an additional 92 shares during the last quarter. Principal Financial Group Inc. grew its holdings in Ferguson by 32.5% during the 3rd quarter. Principal Financial Group Inc. now owns 32,025 shares of the company’s stock worth $6,359,000 after acquiring an additional 7,862 shares during the period. Ashton Thomas Securities LLC acquired a new stake in Ferguson during the 3rd quarter worth about $40,000. Sumitomo Mitsui Trust Group Inc. grew its holdings in Ferguson by 14.0% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 491,033 shares of the company’s stock worth $97,504,000 after acquiring an additional 60,282 shares during the period. Finally, Victory Capital Management Inc. grew its stake in shares of Ferguson by 47.4% in the 3rd quarter. Victory Capital Management Inc. now owns 245,014 shares of the company’s stock valued at $48,652,000 after buying an additional 78,775 shares during the period. Institutional investors and hedge funds own 81.98% of the company’s stock.

Ferguson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 6th. Shareholders of record on Friday, March 21st will be given a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 2.08%. The ex-dividend date of this dividend is Friday, March 21st. Ferguson’s dividend payout ratio (DPR) is presently 39.86%.

About Ferguson

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.