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FERG

Ferguson Enterprises Inc. /DE/
$227.46 +2.84 (+1.26%) At close · Jul 10
Market Cap
$43.96B
Shares
193,937,826

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$227.46 Open$225.42 Day$224.74–228.95 52W$205.28–270.63 Avg vol 30d1.2M Short int3.0M · 1.6% float · 2.3d Short vol29% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5
Up next
Next earnings call
Jul 25, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Neutral Fundamentals Weak Quant / Vol Moderate
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −5%
      below
      Price vs 50-day avg −3%
      below
      RSI (14) 45
      neutral
      MACD trend Negative
      52-week position 34%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return 0%
      trailing
      6-month return −9%
      trailing
      YTD return +3%
      this year
      Relative strength −18%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $234 › 200d $240 — 200d above 50d
      Institutional flow Distributing
      36 of 925 funds reported for Jun 30 · net -41.5K sh shares · +3 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.55% of float · ▲ +14.6% MoM · 2.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      925 holders — near 3-yr high, broad support
      Squeeze score 59
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth −58%
      Y/Y
      Gross margin 31%
      contracting
      EPS growth −57%
      Y/Y
      Buyback $5.0B
      remaining
      Balance sheet $3.7B
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 30%
      annualized · 1-yr
      Max drawdown −18%
      past year
      ATR 2.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 5, 2026
      Interest expense · 2026 Guidance January 1 - December 31, 2026 Initiated $200M
      Capital expenditures · 2026 Guidance January 1 - December 31, 2026 Initiated $350M – $400M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 4 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −5% Bearish
      Price vs 50-day avg
      −3% Neutral
      RSI (14)
      45 Neutral
      MACD trend
      Negative Bearish
      52-week position
      34% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $234 › 200d $240 — 200d above 50d
      Institutional flow Distributing
      36 of 925 funds reported for Jun 30 · net -41.5K sh shares · +3 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      1.55% of float · ▲ +14.6% MoM · 2.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      925 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $205 Now $227 · 34% 52-wk high $271
      vs 200-day avg -5% vs 50-day avg -3%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Approximate annualized revenue impact of six acquisitions $350M the first quarter
      CapEx $118M the quarter call
      EBITDA non-GAAP $867M the quarter call
      free cash flow non-GAAP $325M the quarter call
      net debt to EBITDA non-GAAP 1.1 the quarter call
      share repurchase program outstanding $800M the quarter call
      working capital investments $440M the quarter call
      Adjusted operating margin non-GAAP 9.6% Twelve months ended December 31

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Industrial Distribution — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      FERG
      Ferguson Enterprises Inc. /DE/
      this stock
      $43.96B +3.0% +4.1% 1.6%
      GWW
      W.W. Grainger, Inc.
      $64.44B +36.6% +4.5% 36.7 2.7%
      FAST
      Fastenal Co
      $53.26B +17.1% +8.7% 41.1 2.7%
      WCC
      Wesco International Inc
      $16.32B +34.7% +4.7% 23.8 2.8%
      WSO
      Watsco Inc
      $15.62B +14.8% -5.0% 31.5 7.4%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      926
      % held
      88.9%
      Reported
      36 of 925
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      727
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.0M
      Days to cover
      2.3d
      Change
      +382.5K sh
      View
      Short Volume
      Short vol %
      29%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.4K
      Value
      $305.2K
      As of
      Jun 4, 2026
      View
      Off-Exchange
      Off-exchange %
      54.9%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Richard W. Allen
      Amount
      $15.0K–$50.0K
      Traded
      Dec 12, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $12.8B
      Net income (FY)
      $786.0M
      EPS diluted
      $4.01
      View
      Buybacks
      Authorized
      $2.0B
      Remaining
      $5.0B
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 5, 2026
      This year
      5
      View
      Proposed Sales
      Value
      $475.0K
      Shares
      2.0K
      Filed
      Oct 20, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 5, 2026
      View
      Investor Relations
      Latest news
      Ferguson Enterprises Inc.: Notice…
      Published
      Jun 19, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      FERG -1.2% -0.4% -8.6% -4.2% +3.0%
      SPY +0.8% +2.0% +8.9% +0.7% +10.2%
      vs SPY -2.0% -2.3% -17.5% -4.8% -7.3%

      Capital returns

      Latest dividend
      $0.89 / share · ex May 15, 2026
      Raised 7.2%
      Paid (TTM)
      $3.50 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.54%
      Buyback program · as of Mar 31, 2025
      Authorized
      $2.00B
      Spent (derived)
      Remaining
      $5.00B

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 2011641 CUSIP 31488V107 13F (30d) 40 filings 36 filers Visit website Investor relations