William Blair Estimates Ferguson’s Q3 Earnings (NASDAQ:FERG)

Ferguson plc (NASDAQ:FERG) – Equities researchers at William Blair lowered their Q3 2025 earnings per share (EPS) estimates for shares of Ferguson in a research report issued on Tuesday, March 11th. William Blair analyst R. Merkel now expects that the company will post earnings of $2.13 per share for the quarter, down from their prior forecast 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 quarterly earnings data on Tuesday, March 11th. The company reported $1.52 earnings per share for the quarter, missing analysts’ consensus estimates of $1.58 by ($0.06). The business had revenue of $6.87 billion during the quarter, compared to the consensus estimate of $6.76 billion. Ferguson had a return on equity of 34.63% and a net margin of 5.68%. The company’s revenue was up 3.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.74 earnings per share.

Several other research firms have also issued reports on FERG. Wells Fargo & Company reduced their price target on Ferguson from $205.00 to $180.00 and set an “overweight” rating on the stock in a research report on Wednesday. Robert W. Baird set a $190.00 target price on shares of Ferguson and gave the stock an “outperform” rating in a research note on Wednesday. Barclays lowered their price target on shares of Ferguson from $211.00 to $190.00 and set an “overweight” rating for the company in a report on Wednesday. Royal Bank of Canada cut their price target on shares of Ferguson from $211.00 to $189.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Bank of America raised shares of Ferguson from an “underperform” rating to a “buy” rating and upped their price objective for the company from $185.00 to $225.00 in a research note on Wednesday, January 8th. Three research analysts have rated the stock with a hold rating and nine have issued a buy rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $201.64.

Ferguson Stock Performance

NASDAQ FERG opened at $155.23 on Thursday. The firm has a market cap of $31.04 billion, a price-to-earnings ratio of 18.63, a PEG ratio of 1.69 and a beta of 1.28. The company has a 50-day simple moving average of $176.18 and a two-hundred day simple moving average of $190.62. The company has a quick ratio of 0.91, a current ratio of 1.68 and a debt-to-equity ratio of 0.83. Ferguson has a 12-month low of $152.52 and a 12-month high of $225.63.

Hedge Funds Weigh In On Ferguson

Institutional investors and hedge funds have recently modified their holdings of the stock. Manchester Capital Management LLC increased its stake in Ferguson by 906.7% during the 4th quarter. Manchester Capital Management LLC now owns 151 shares of the company’s stock valued at $26,000 after purchasing an additional 136 shares in the last quarter. True Wealth Design LLC grew its holdings in shares of Ferguson by 1,350.0% during the third quarter. True Wealth Design LLC now owns 145 shares of the company’s stock valued at $29,000 after buying an additional 135 shares during the last quarter. LGT Financial Advisors LLC increased its position in shares of Ferguson by 106.3% during the fourth quarter. LGT Financial Advisors LLC now owns 198 shares of the company’s stock valued at $34,000 after acquiring an additional 102 shares in the last quarter. Berbice Capital Management LLC purchased a new position in Ferguson in the 4th quarter worth approximately $35,000. Finally, Peterson Financial Group Inc. bought a new position in Ferguson in the 3rd quarter valued at approximately $39,000. 81.98% of the stock is currently owned by institutional investors.

Ferguson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 6th. Shareholders of record on Friday, March 21st will be issued a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a yield of 2.14%. The ex-dividend date of this dividend is Friday, March 21st. Ferguson’s dividend payout ratio (DPR) is presently 39.86%.

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.