MBB Public Markets I LLC Boosts Position in Ferguson plc $FERG

MBB Public Markets I LLC lifted its stake in shares of Ferguson plc (NYSE:FERG) by 9.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 292,772 shares of the company’s stock after buying an additional 25,000 shares during the period. Ferguson accounts for about 8.7% of MBB Public Markets I LLC’s investment portfolio, making the stock its 4th biggest holding. MBB Public Markets I LLC’s holdings in Ferguson were worth $65,751,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of FERG. Daymark Wealth Partners LLC grew its holdings in Ferguson by 4.6% in the third quarter. Daymark Wealth Partners LLC now owns 992 shares of the company’s stock worth $223,000 after purchasing an additional 44 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Ferguson by 7.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 690 shares of the company’s stock valued at $150,000 after purchasing an additional 48 shares during the period. MassMutual Private Wealth & Trust FSB boosted its position in shares of Ferguson by 21.7% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 292 shares of the company’s stock worth $66,000 after purchasing an additional 52 shares in the last quarter. Net Worth Advisory Group boosted its position in shares of Ferguson by 4.5% during the 3rd quarter. Net Worth Advisory Group now owns 1,314 shares of the company’s stock worth $295,000 after purchasing an additional 56 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Ferguson by 20.4% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 366 shares of the company’s stock valued at $82,000 after buying an additional 62 shares during the period. Institutional investors and hedge funds own 81.98% of the company’s stock.

Trending Headlines about Ferguson

Here are the key news stories impacting Ferguson this week:

• Positive Sentiment: Management and insiders received Performance Awards, Restricted Stock Units and Non‑Qualified Stock Options under the company’s 2023 Omnibus Equity Incentive Plan — this ties management pay to performance and can be viewed as alignment with shareholders (though it may imply future dilution). Ferguson Enterprises Inc. (“Company”): Director/PDMR Shareholding
• Neutral Sentiment: The company filed Definitive Proxy Materials and a Transition Report with the SEC — this is material for governance and could signal a board/management transition or an activist/shareholder engagement. The filing increases transparency but creates short‑term uncertainty until disclosure details and proposals are parsed by investors. Ferguson Files Definitive Proxy Materials and Transition Report
• Neutral Sentiment: Several media items referencing people with the surname “Ferguson” (actors and public figures) surfaced today but are unrelated to Ferguson plc’s business operations and are unlikely to affect the stock — examples include coverage of actress Rebecca Ferguson’s projects and Jesse Tyler Ferguson’s stage work. Rebecca Ferguson’s 4-Part Sci-Fi Hit Loses Fans Following Final Season Reveal
• Neutral Sentiment: Additional entertainment and celebrity pieces mentioning “Ferguson” (Deadline, Collider, Yahoo, AOL, etc.) are unrelated to Ferguson plc’s fundamentals. Investors should focus on the SEC filings and any follow‑up proxy disclosures for implications on strategy or potential leadership change. Rebecca Ferguson Previews Minor Role In ‘Dune: Part Three’

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on FERG. Wall Street Zen lowered Ferguson from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. UBS Group increased their price target on Ferguson from $220.00 to $252.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Truist Financial boosted their price objective on Ferguson from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. Jefferies Financial Group reaffirmed a “buy” rating and set a $300.00 target price on shares of Ferguson in a research report on Tuesday, February 24th. Finally, Morgan Stanley reiterated an “overweight” rating on shares of Ferguson in a report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $268.93.

Ferguson Stock Performance

Shares of FERG opened at $223.65 on Tuesday. The firm has a market capitalization of $43.50 billion, a P/E ratio of 22.59, a P/E/G ratio of 1.80 and a beta of 1.17. Ferguson plc has a 52 week low of $146.00 and a 52 week high of $271.64. The stock has a 50 day moving average price of $248.77 and a two-hundred day moving average price of $240.40. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.01 and a current ratio of 1.88.

Ferguson (NYSE:FERG) last posted its earnings results on Tuesday, February 24th. The company reported $1.99 earnings per share for the quarter, missing analysts’ consensus estimates of $2.24 by ($0.25). Ferguson had a net margin of 6.93% and a return on equity of 40.37%. Ferguson’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the prior year, the business posted $1.52 earnings per share.

Ferguson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Friday, March 6th will be paid a dividend of $0.89 per share. The ex-dividend date is Friday, March 6th. This represents a $3.56 annualized dividend and a yield of 1.6%. Ferguson’s dividend payout ratio (DPR) is 35.96%.

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.