Nordea Investment Management AB Lowers Stock Holdings in Ferguson plc $FERG

Nordea Investment Management AB reduced its holdings in Ferguson plc (NYSE:FERG) by 83.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 33,417 shares of the company’s stock after selling 163,225 shares during the quarter. Nordea Investment Management AB’s holdings in Ferguson were worth $7,476,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Atria Investments Inc lifted its holdings in shares of Ferguson by 38.2% during the 3rd quarter. Atria Investments Inc now owns 15,401 shares of the company’s stock worth $3,459,000 after acquiring an additional 4,259 shares during the period. Rakuten Investment Management Inc. acquired a new stake in shares of Ferguson in the third quarter worth approximately $1,002,000. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Ferguson by 11.7% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 20,523 shares of the company’s stock valued at $4,609,000 after purchasing an additional 2,145 shares during the period. Kinetic Partners Management LP grew its holdings in Ferguson by 53.4% in the third quarter. Kinetic Partners Management LP now owns 349,000 shares of the company’s stock valued at $78,378,000 after purchasing an additional 121,500 shares during the period. Finally, C WorldWide Group Holding A S increased its position in Ferguson by 108.8% during the third quarter. C WorldWide Group Holding A S now owns 535,363 shares of the company’s stock worth $120,232,000 after purchasing an additional 278,971 shares during the last quarter. 81.98% of the stock is currently owned by hedge funds and other institutional investors.

More Ferguson News

Here are the key news stories impacting Ferguson this week:

• Neutral Sentiment: Local/political: Washington’s governor (Ferguson) called the NBA expansion announcement “critical” for Seattle/Las Vegas — unrelated to Ferguson plc. A ‘great day if you’re a Sonics fan’
• Neutral Sentiment: State policy: Washington law to undo last year’s estate tax increase was signed by Attorney General/Governor Ferguson — a regional policy item, not related to Ferguson plc’s operations. Ferguson signs law to undo WA estate tax increase enacted last year
• Neutral Sentiment: Entertainment: Articles about public figures with surname Ferguson (Sarah Ferguson urged to take a reality-show opportunity). Unrelated to the company. Sarah Ferguson urged to grab ‘only lifeline’
• Neutral Sentiment: Entertainment: Coverage of Rebecca Ferguson’s 2026 movie (films described as a flop turning into a streaming/ cult success) — actor-related items, not corporate. Rebecca Ferguson’s $60M sci-fi flop
• Neutral Sentiment: Entertainment/streaming: Additional coverage of the same Rebecca Ferguson film’s streaming performance and upcoming removals — unrelated to FERG. Chris Pratt & Rebecca Ferguson’s 2026 Flop
• Neutral Sentiment: Local government/public safety: Ferguson (city) police chief Troy Doyle’s contract extension/renewal stories — municipal coverage not tied to Ferguson plc. Ferguson Police Chief’s contract renewed
• Negative Sentiment: Equity commentary: A recent critical review of Ferguson plc (NYSE:FERG) and Burnham argues downside/valuation concerns for FERG — this is company-specific analysis that could weigh on sentiment and put pressure on the stock if picked up broadly by investors. Critical Review: Ferguson (NYSE:FERG) & Burnham (OTCMKTS:BURCA)

Ferguson Trading Up 1.3%

NYSE FERG opened at $228.82 on Thursday. The firm has a market capitalization of $44.48 billion, a price-to-earnings ratio of 23.11, a PEG ratio of 1.83 and a beta of 1.17. 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 plc has a one year low of $146.00 and a one year high of $271.64. The company’s 50 day moving average price is $247.04 and its 200 day moving average price is $239.86.

Ferguson (NYSE:FERG) last released its quarterly earnings data on Tuesday, February 24th. The company reported $1.99 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.24 by ($0.25). Ferguson had a return on equity of 40.37% and a net margin of 6.93%.During the same quarter in the previous year, the company earned $1.52 EPS. The firm’s revenue was up 3.6% compared to the same quarter last year.

Ferguson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 30th. Investors of record on Friday, March 6th will be given a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Friday, March 6th. Ferguson’s dividend payout ratio is 35.96%.

Analyst Upgrades and Downgrades

FERG has been the topic of a number of recent analyst reports. Wells Fargo & Company increased their price target on shares of Ferguson from $280.00 to $285.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Sanford C. Bernstein restated an “outperform” rating on shares of Ferguson in a report on Thursday, January 8th. Morgan Stanley reaffirmed an “overweight” rating on shares of Ferguson in a research report on Tuesday, January 6th. Truist Financial lifted their target price on Ferguson from $260.00 to $300.00 and gave the company a “buy” rating in a report on Wednesday, February 25th. Finally, UBS Group boosted their price target on Ferguson from $220.00 to $252.00 and gave the company a “neutral” rating in a research report on Wednesday, February 25th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $268.93.

About Ferguson

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.