Ferguson (FERG) – Research Analysts’ Weekly Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Ferguson (NYSE: FERG) in the last few weeks:

• 12/11/2025 – Ferguson had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $237.00 to $246.00. They now have a “hold” rating on the stock.
• 12/10/2025 – Ferguson had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $243.00 price target on the stock.
• 12/10/2025 – Ferguson had its price target lowered by analysts at UBS Group AG from $225.00 to $220.00. They now have a “neutral” rating on the stock.
• 12/10/2025 – Ferguson had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $288.00 price target on the stock.
• 12/10/2025 – Ferguson had its price target lowered by analysts at Barclays PLC from $273.00 to $267.00. They now have an “overweight” rating on the stock.
• 12/10/2025 – Ferguson had its price target raised by analysts at Robert W. Baird from $262.00 to $265.00. They now have an “outperform” rating on the stock.
• 12/6/2025 – Ferguson was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 12/4/2025 – Ferguson had its price target raised by analysts at Wells Fargo & Company from $275.00 to $280.00. They now have an “overweight” rating on the stock.
• 12/2/2025 – Ferguson had its price target raised by analysts at Jefferies Financial Group Inc. from $268.00 to $289.00. They now have a “buy” rating on the stock.
• 11/28/2025 – Ferguson was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 11/12/2025 – Ferguson is now covered by analysts at Sanford C. Bernstein. They set an “outperform” rating and a $288.00 price target on the stock.
• 10/20/2025 – Ferguson is now covered by analysts at Vertical Research. They set a “buy” rating and a $291.99 price target on the stock.
• 10/20/2025 – Ferguson was upgraded by analysts at Vertical Research to a “strong-buy” rating.
• 10/20/2025 – Ferguson was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.

Ferguson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, January 2nd will be given a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 1.6%. This is a positive change from Ferguson’s previous quarterly dividend of $0.83. The ex-dividend date is Friday, January 2nd. Ferguson’s dividend payout ratio (DPR) is presently 33.54%.

Insider Buying and Selling

In other news, insider Kevin Michael Murphy sold 8,800 shares of the stock in a transaction on Monday, October 13th. The stock was sold at an average price of $234.13, for a total transaction of $2,060,344.00. Following the completion of the sale, the insider owned 159,931 shares in the company, valued at approximately $37,444,645.03. This represents a 5.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Jake Schlicher sold 3,000 shares of the firm’s stock in a transaction on Monday, October 13th. The stock was sold at an average price of $233.52, for a total value of $700,560.00. Following the sale, the senior vice president directly owned 11,651 shares of the company’s stock, valued at approximately $2,720,741.52. This represents a 20.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 29,264 shares of company stock valued at $6,853,349 in the last three months. Insiders own 0.18% of the company’s stock.

Ferguson Enterprises Inc distributes plumbing and heating products in North America. The company provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, and fabrication, as well as heating, ventilation, and air conditioning (HVAC) to residential and non-residential customers.