Ferguson Enterprises Inc.
In the published model solve dated 2026-Q2, anchored at $228.49, Ferguson Enterprises Inc. (FERG) is priced for +9.6% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• The company buys from ⟦"approximately 37,000 suppliers, with no supplier accounting for more than 5% of total inventory purchases"⟧ and sells to an even more fragmented base of trade professionals, which is the whole reason a middleman survives in plumbing and heating. • Roughly half of US revenue comes from residential end markets that shrank about 1% in the March quarter, and the business still grew, because non-residential revenue rose about 8% on large capital projects [Source: Q1 2026 ear
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908 institutional managers reported holding FERG in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 39%. 115 opened new positions that quarter. Held by Vanguard Group, BlackRock, Wellington Management, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (3 and counting), raised 2 years straight; the current rate is $3.28 a share annually. Cash returned over the past three years: $1.78B in dividends and $2.23B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FERG over the trailing three years: 2024: 2 buys totaling $611k. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FERG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-03-12 | -5.6% | +12.3% |
| 2025-06-04 | +19.9% | +3.1% |
| 2025-09-27 | +1.8% | +11.4% |
| 2025-12-10 | -5.9% | +15.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FERG's latest 8-K filings: 2026-08-14 (items 8.01, 9.01); 2026-08-11 (items 1.01, 2.03, 9.01); 2026-08-10 (items 2.02, 9.01); 2026-07-13 (items 7.01, 9.01); 2026-05-05 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.