Oppenheimer Boosts Ferguson (NYSE:FERG) Price Target to $280.00

Ferguson (NYSE:FERG) had its target price upped by analysts at Oppenheimer from $255.00 to $280.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Oppenheimer’s price objective points to a potential upside of 8.14% from the company’s previous close.

A number of other analysts have also commented on the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Ferguson in a research note on Thursday, January 22nd. Sanford C. Bernstein restated an “outperform” rating on shares of Ferguson in a report on Thursday, January 8th. UBS Group cut their target price on shares of Ferguson from $225.00 to $220.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 10th. Jefferies Financial Group reissued a “buy” rating and issued a $300.00 price target on shares of Ferguson in a research note on Tuesday. Finally, Wells Fargo & Company raised their price objective on shares of Ferguson from $280.00 to $285.00 and gave the stock an “overweight” rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Ferguson has a consensus rating of “Moderate Buy” and an average target price of $258.12.

Ferguson Trading Down 1.1%

Shares of NYSE FERG traded down $2.94 during trading hours on Wednesday, hitting $258.92. The company’s stock had a trading volume of 663,438 shares, compared to its average volume of 1,322,279. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.01 and a current ratio of 1.88. The stock has a market cap of $50.63 billion, a price-to-earnings ratio of 26.10, a P/E/G ratio of 2.05 and a beta of 1.18. Ferguson has a 12 month low of $146.00 and a 12 month high of $271.64. The business has a 50-day simple moving average of $245.02 and a 200-day simple moving average of $239.45.

Ferguson (NYSE:FERG) last released its quarterly earnings results on Tuesday, February 24th. The company reported $1.99 EPS for the quarter, missing analysts’ consensus estimates of $2.24 by ($0.25). Ferguson had a net margin of 6.28% and a return on equity of 35.73%. During the same period in the prior year, the business posted $1.52 EPS. The business’s quarterly revenue was up 3.6% compared to the same quarter last year.

Hedge Funds Weigh In On Ferguson

Institutional investors and hedge funds have recently modified their holdings of the stock. WealthPoint Financial LLC purchased a new stake in Ferguson during the 4th quarter valued at about $217,000. Compound Planning Inc. lifted its stake in shares of Ferguson by 13.1% in the fourth quarter. Compound Planning Inc. now owns 2,919 shares of the company’s stock worth $650,000 after buying an additional 338 shares in the last quarter. Vident Advisory LLC grew its holdings in shares of Ferguson by 10.0% during the fourth quarter. Vident Advisory LLC now owns 114,003 shares of the company’s stock valued at $25,381,000 after buying an additional 10,370 shares during the last quarter. State of Tennessee Department of Treasury bought a new stake in shares of Ferguson during the fourth quarter valued at approximately $8,121,000. Finally, EP Wealth Advisors LLC purchased a new position in Ferguson in the 4th quarter worth approximately $212,000. 81.98% of the stock is currently owned by institutional investors.

Ferguson News Roundup

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Barclays raised its price target to $295 and kept an “overweight” rating, implying ~15% upside from recent levels — a near-term catalyst for buying interest. Article Title
• Positive Sentiment: Wells Fargo also lifted its target to $285 and maintained an “overweight” view, adding analyst support that may limit downside. Article Title Article Title
• Positive Sentiment: Ferguson issued a Business Wire release highlighting strong calendar-2025 results and provided 2026 guidance, supporting the company’s medium-term revenue and margin targets. Article Title
• Positive Sentiment: Coverage notes Ferguson is targeting $40B in revenue and 10%+ margins as part of continued market outperformance — a constructive long-term thesis for investors focused on execution and margin expansion. Article Title
• Neutral Sentiment: Ferguson published its Q4 2025 earnings presentation and the earnings call transcript (useful for modeling and management commentary). These documents offer detail but are not headline-moving by themselves. Presentation Transcript
• Neutral Sentiment: Several media items reference public figures named “Ferguson” (celebrity stories and a local crime report). These are unrelated to Ferguson plc and unlikely to affect the business fundamentals. Article Title
• Negative Sentiment: Ferguson missed EPS estimates (reported $1.99 vs. $2.24 consensus), which likely pressured the stock intraday despite year-over-year revenue growth; earnings shortfalls can prompt near-term selling and re-rating risk. Earnings Summary

Ferguson Company Profile

Ferguson (NYSE: FERG) is a multinational distributor specializing in plumbing and heating products and related building supplies, serving professional contractors, builders and industrial customers. The company supplies a broad range of products used in residential, commercial and infrastructure projects, including pipes and fittings, valves and controls, HVAC equipment, waterworks materials, plumbing fixtures, pumps and accessories, as well as complementary electrical and specialty product lines.

Ferguson operates a network of branches and distribution centers that provide inventory, logistics and value-added services to trade customers.