Robert W. Baird Has Lowered Expectations for H. B. Fuller (NYSE:FUL) Stock Price

H. B. Fuller (NYSE:FUL) had its price target lowered by equities researchers at Robert W. Baird from $75.00 to $65.00 in a report issued on Friday, Benzinga reports. The brokerage presently has an “outperform” rating on the specialty chemicals company’s stock. Robert W. Baird’s price target points to a potential upside of 30.18% from the company’s previous close.

A number of other research analysts have also recently weighed in on FUL. Zacks Research cut shares of H. B. Fuller from a “strong-buy” rating to a “hold” rating in a research note on Friday, September 18th. Weiss Ratings downgraded H. B. Fuller from a “hold (c)” rating to a “hold (c-)” rating in a research report on Monday, September 14th. Citigroup boosted their price target on H. B. Fuller from $70.00 to $75.00 and gave the stock a “buy” rating in a report on Tuesday, June 30th. UBS Group set a $69.00 price objective on H. B. Fuller in a research report on Friday, June 26th. Finally, Wall Street Zen lowered H. B. Fuller from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 25th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $67.50.

H. B. Fuller Trading Down 0.6%

NYSE:FUL opened at $49.93 on Friday. H. B. Fuller has a 52-week low of $46.70 and a 52-week high of $68.63. The company has a quick ratio of 1.12, a current ratio of 1.80 and a debt-to-equity ratio of 1.00. The stock has a fifty day simple moving average of $55.85 and a 200-day simple moving average of $58.43. The company has a market capitalization of $2.69 billion, a PE ratio of 13.91, a price-to-earnings-growth ratio of 0.56 and a beta of 0.97.

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

Insider Activity

In other news, VP Nathan Weaver sold 9,561 shares of H. B. Fuller stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $62.06, for a total value of $593,355.66. Following the completion of the sale, the vice president owned 11,739 shares of the company’s stock, valued at $728,522.34. The trade was a 44.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 1.83% of the stock is owned by company insiders.

Institutional Trading of H. B. Fuller

Hedge funds have recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in H. B. Fuller during the 4th quarter worth approximately $44,203,000. Royal Bank of Canada lifted its position in H. B. Fuller by 2,694.7% during the first quarter. Royal Bank of Canada now owns 675,765 shares of the specialty chemicals company’s stock valued at $41,681,000 after buying an additional 651,585 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in H. B. Fuller during the second quarter worth approximately $29,611,000. Verition Fund Management LLC grew its stake in H. B. Fuller by 1,379.5% during the fourth quarter. Verition Fund Management LLC now owns 383,955 shares of the specialty chemicals company’s stock worth $22,830,000 after buying an additional 358,003 shares during the period. Finally, S&CO Inc. acquired a new stake in shares of H. B. Fuller in the second quarter worth $14,093,000. 95.93% of the stock is owned by institutional investors and hedge funds.

H. B. Fuller News Summary

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

• Positive Sentiment: Activist catalyst: Ancora is pressuring H.B. Fuller’s board to explore strategic alternatives, potentially including a sale or other actions that could unlock shareholder value. Ancora pressures H.B. Fuller board to explore strategic alternatives
• Positive Sentiment: Profitability improved: Third-quarter revenue rose 5.2% year over year to approximately $938 million, while adjusted EPS of $1.52 exceeded the roughly $1.47 analyst consensus. Pricing increases and restructuring savings lifted adjusted gross margin to 33.5%, up 120 basis points, and adjusted EBITDA to $186.7 million. H.B. Fuller Reports Third Quarter 2026 Results
• Neutral Sentiment: Cost-savings plan remains important: Management is targeting fiscal 2026 EBITDA of $655 million to $670 million and EPS of $4.70 to $4.85 while advancing its “Quantum Leap” savings program. Execution on these initiatives could support earnings, although investors are likely looking for evidence that savings can offset weaker volumes. H.B. Fuller targets fiscal 2026 EBITDA and EPS
• Negative Sentiment: Mixed outlook and demand concerns: Quarterly revenue fell short of the approximately $946 million consensus, and organic growth was driven primarily by a 7.4% pricing increase that offset lower volume. The fiscal 2026 EPS guidance midpoint is below consensus, while elevated leverage following the AMS acquisition remains a concern. These issues help explain the negative investor reaction despite the earnings beat. Why H.B. Fuller Stock Dipped

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.