SG Americas Securities LLC Has $6.66 Million Stake in H. B. Fuller Company $FUL

SG Americas Securities LLC boosted its position in shares of H. B. Fuller Company (NYSE:FUL) by 62.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 107,901 shares of the specialty chemicals company’s stock after purchasing an additional 41,558 shares during the period. SG Americas Securities LLC’s holdings in H. B. Fuller were worth $6,655,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in FUL. Jefferies Financial Group Inc. purchased a new position in H. B. Fuller during the 4th quarter valued at about $2,644,000. Norges Bank acquired a new stake in shares of H. B. Fuller during the fourth quarter worth approximately $44,203,000. Congruence Capital LLC acquired a new stake in shares of H. B. Fuller during the fourth quarter worth approximately $10,048,000. Kennedy Capital Management LLC grew its position in H. B. Fuller by 43.4% during the fourth quarter. Kennedy Capital Management LLC now owns 630,194 shares of the specialty chemicals company’s stock valued at $37,471,000 after purchasing an additional 190,750 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. purchased a new position in H. B. Fuller during the fourth quarter valued at approximately $2,283,000. 95.93% of the stock is owned by institutional investors and hedge funds.

Insider Activity at H. B. Fuller

In other H. B. Fuller news, CEO Celeste Beeks Mastin acquired 5,170 shares of the business’s stock in a transaction that occurred on Tuesday, April 7th. The stock was acquired at an average price of $57.08 per share, with a total value of $295,103.60. Following the transaction, the chief executive officer owned 8,670 shares of the company’s stock, valued at approximately $494,883.60. This trade represents a 147.71% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.83% of the company’s stock.

H. B. Fuller Price Performance

Shares of H. B. Fuller stock opened at $63.20 on Monday. The firm has a fifty day simple moving average of $61.64 and a 200-day simple moving average of $61.32. The company has a current ratio of 1.80, a quick ratio of 1.12 and a debt-to-equity ratio of 1.00. H. B. Fuller Company has a 1-year low of $48.71 and a 1-year high of $68.63. The stock has a market capitalization of $3.40 billion, a price-to-earnings ratio of 20.86, a PEG ratio of 0.83 and a beta of 0.96.

H. B. Fuller (NYSE:FUL) last posted its earnings results on Wednesday, June 24th. The specialty chemicals company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.37 by $0.04. The business had revenue of $950.27 million for the quarter, compared to analyst estimates of $924.83 million. H. B. Fuller had a net margin of 5.29% and a return on equity of 12.18%. H. B. Fuller’s revenue was up 5.8% compared to the same quarter last year. During the same period last year, the business posted $1.18 EPS. H. B. Fuller has set its FY 2026 guidance at 4.600-4.900 EPS. On average, sell-side analysts expect that H. B. Fuller Company will post 4.79 earnings per share for the current year.

H. B. Fuller Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 14th. Stockholders of record on Thursday, April 30th were given a $0.245 dividend. This is an increase from H. B. Fuller’s previous quarterly dividend of $0.23. This represents a $0.98 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Thursday, April 30th. H. B. Fuller’s dividend payout ratio (DPR) is 32.34%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group set a $67.00 target price on shares of H. B. Fuller in a research note on Friday. JPMorgan Chase & Co. raised shares of H. B. Fuller from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $58.00 to $67.00 in a research note on Friday. Raymond James Financial set a $67.00 price objective on H. B. Fuller in a report on Friday. Royal Bank Of Canada set a $58.00 target price on H. B. Fuller in a research note on Wednesday, May 27th. Finally, UBS Group set a $69.00 price target on H. B. Fuller in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $66.33.

Key H. B. Fuller News

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: J.P. Morgan upgraded H. B. Fuller (FUL) from neutral to overweight and lifted its price target to $67 from $58, citing optimism around EBITDA growth. Benzinga report on JPMorgan upgrade
• Positive Sentiment: The company reported strong Q2 results, with EPS of $1.41 and revenue of $950.3 million, both above expectations, which supports the stock’s recent strength. Zacks earnings beat article
• Neutral Sentiment: H. B. Fuller announced a recommended cash offer to acquire Advanced Medical Solutions Group for about $942 million including debt, reinforcing its push into medical adhesives but also adding integration and financing risk. BusinessWire acquisition announcement
• Neutral Sentiment: The company also outlined a FY2026 EBITDA target range of $650 million to $675 million as it advances the AMS deal, which gives investors a clearer outlook but does not remove acquisition uncertainty. Seeking Alpha EBITDA guidance article
• Negative Sentiment: Some investors and activists criticized the AMS purchase as too expensive or risky, and the stock sold off as shareholders weighed the deal’s size and execution risk. Ancora statement on acquisition opposition

H. B. Fuller Company Profile

H. B. Fuller Company, founded in 1887 and headquartered in St. Paul, Minnesota, is a global adhesives and specialty chemical solutions provider serving a wide array of industries. The company develops, manufactures and markets adhesive technologies, sealants, polymers and related chemical products designed to enhance product performance, sustainability and manufacturing efficiency.

Fuller’s product portfolio spans multiple market segments, including packaging and converting, general industrial assembly, electronics, transportation, hygiene and construction.