H. B. Fuller (NYSE:FUL) Shares Gap Up – What’s Next?

H. B. Fuller Company (NYSE:FUL)’s share price gapped up before the market opened on Friday. The stock had previously closed at $50.00, but opened at $53.00. H. B. Fuller shares last traded at $49.5940, with a volume of 131,632 shares.

Key H. B. Fuller News

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

• Positive Sentiment: Adjusted earnings of $1.52 per share exceeded the $1.47 analyst consensus, while revenue rose 5.2% year over year to $938.2 million. Organic revenue increased 4.4%, and adjusted gross margin expanded to 33.5% as pricing and restructuring savings offset lower volumes. H.B. Fuller Reports Third Quarter 2026 Results
• Positive Sentiment: Management reaffirmed fiscal 2026 EPS guidance of $4.70-$4.85 and set an adjusted EBITDA target of $655 million-$670 million. Continued progress on the “Quantum Leap” cost-savings program could support margins and earnings. FY2026 EBITDA and EPS targets
• Positive Sentiment: Robert W. Baird lowered its price target to $65 from $75 but maintained an “outperform” rating, implying substantial potential upside from recent trading levels. Activist investor Ancora is also pressing the board to evaluate strategic alternatives, which could create value through a sale or other corporate action. Baird price target update Ancora strategic alternatives report
• Neutral Sentiment: The shares trade well below their 50-day and 200-day moving averages, while valuation-focused commentary characterizes FUL as undervalued. However, net debt remained high at approximately $1.96 billion, increasing the importance of successful deleveraging and operational improvements. H.B. Fuller valuation analysis
• Negative Sentiment: Quarterly revenue fell short of the roughly $945.6 million consensus estimate, and organic growth was driven primarily by a 7.4% pricing increase that more than offset declining volume. Fiscal 2026 guidance also tops out below the consensus EPS estimate of $4.85, contributing to investor caution. Why H.B. Fuller stock dipped

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Wall Street Zen downgraded H. B. Fuller from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 25th. Weiss Ratings cut H. B. Fuller from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, September 14th. Raymond James Financial set a $67.00 price target on H. B. Fuller in a research note on Friday, June 26th. UBS Group set a $69.00 price objective on shares of H. B. Fuller in a research report on Friday, June 26th. Finally, JPMorgan Chase & Co. upgraded shares of H. B. Fuller from a “neutral” rating to an “overweight” rating and increased their price objective for the stock from $58.00 to $67.00 in a research note on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, H. B. Fuller currently has an average rating of “Moderate Buy” and an average price target of $67.50.

H. B. Fuller Stock Performance

The stock has a fifty day simple moving average of $55.85 and a two-hundred day simple moving average of $58.43. The stock has a market cap of $2.65 billion, a price-to-earnings ratio of 13.74, a P/E/G ratio of 0.56 and a beta of 0.97. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.12 and a current ratio of 1.80.

H. B. Fuller (NYSE:FUL) last issued its quarterly earnings results on Wednesday, September 23rd. The specialty chemicals company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.05. H. B. Fuller had a return on equity of 12.18% and a net margin of 5.29%.The company had revenue of $938.17 million for the quarter, compared to analyst estimates of $945.59 million. During the same quarter last year, the company posted $1.26 EPS. The company’s revenue for the quarter was up 5.2% compared to the same quarter last year. H. B. Fuller has set its FY 2026 guidance at 4.700-4.850 EPS. Analysts expect that H. B. Fuller Company will post 4.83 EPS for the current fiscal year.

H. B. Fuller Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Thursday, July 30th were given a $0.2450 dividend. This represents a $0.98 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Thursday, July 30th. H. B. Fuller’s payout ratio is currently 30.06%.

Insider Buying and Selling

In other news, VP Nathan Weaver sold 9,561 shares of the stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $62.06, for a total value of $593,355.66. Following the completion of the transaction, the vice president owned 11,739 shares of the company’s stock, valued at approximately $728,522.34. This represents a 44.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.83% of the company’s stock.

Institutional Investors Weigh In On H. B. Fuller

Hedge funds have recently made changes to their positions in the stock. Public Employees Retirement System of Ohio acquired a new position in H. B. Fuller during the 2nd quarter worth approximately $86,000. Bank of New York Mellon Corp acquired a new stake in H. B. Fuller in the second quarter valued at approximately $29,611,000. S&CO Inc. acquired a new stake in H. B. Fuller in the second quarter valued at approximately $14,093,000. Parallel Advisors LLC grew its stake in shares of H. B. Fuller by 85.6% during the first quarter. Parallel Advisors LLC now owns 1,034 shares of the specialty chemicals company’s stock worth $64,000 after buying an additional 477 shares during the last quarter. Finally, Glenmede Trust Co. NA bought a new stake in shares of H. B. Fuller during the first quarter worth $240,000. 95.93% of the stock is currently owned by institutional investors and hedge funds.

About H. B. Fuller

H.B. Fuller Company (NYSE: FUL) develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.