Ferguson Enterprises Stock Price, News & Analysis

Ferguson Enterprises (NYSE:FERG) reported the automatic vesting of restricted stock units granted under its 2023 Omnibus Equity Incentive Plan. The RSUs granted on December 11, 2024, vested on December 3, 2025 and were released for nil consideration after tax withholding.

Nine directors received vested shares (including dividend equivalents): Geoff Drabble and Brian May received 646 shares each after withholding; Rekha Agrawal, Kelly Baker, Richard Beckwitt, Catherine Halligan, James S. Metcalf, Alan Murray, and Suzanne Wood received 938 shares each after withholding. Transactions were recorded as occurring outside a trading venue.

Ferguson (NYSE: FERG) reported results for the quarter ended October 31, 2025: net sales $8.17B (+5.1%), gross margin 30.7% (+60 bps), and reported diluted EPS $2.90 (+23.9%). Adjusted operating margin was 9.9% and adjusted EBITDA rose ~14.4% year-over-year. The company completed one acquisition, repurchased $208M of stock, issued $750M of senior notes due 2031, and ended the quarter with net debt to adjusted EBITDA of 1.1x. Management raised calendar 2025 guidance for net sales to ~5% growth and tightened adjusted operating margin to 9.4%–9.6%. A quarterly dividend of $0.89 (7% increase) was declared.

Ferguson (NYSE:FERG) filed a Form 8-K with the U.S. Securities and Exchange Commission on December 4, 2025. The filing is available on sec.gov and on the company SEC filings page.

The Form 8-K notes that all business conducted at the company’s 2025 annual meeting of stockholders constitutes ordinary business for purposes of the UK Listing Rules.

Ply raised $8.5M in a strategic round led by Ferguson Ventures to advance automated inventory replenishment for contractors and suppliers. The collaboration aims to deliver real-time inventory visibility and automated reordering to reduce manual errors and save time. Ply cites customer outcomes including a 20% increase in billable work, dead stock reduced to below 15%, and 10–15 hours saved per week per operations team member. Funds will expand product development, deepen integrations with field service and accounting platforms, and strengthen supplier partnerships.

Ferguson (NYSE: FERG) will release results for the quarter ended October 31, 2025 on Tuesday, December 9, 2025. Results will be posted at 6:45 a.m. ET / 11:45 a.m. GMT on the company's investor website.

A live conference call and webcast of the analyst and investor presentation will be broadcast on December 9, 2025 at 8:30 a.m. ET / 1:30 p.m. GMT. A slide presentation will be available 15 minutes before the start time, and archived webcast and slides will remain accessible for 12 months.

Ferguson Enterprises (NYSE:FERG) reported insider acquisitions by six PDMRs on 2025-11-11. Executives acquired a total of 14 shares of common stock as dividend equivalents from Restricted Stock Unit awards granted on 2024-10-15, after withholding tax; the first instalment of those RSUs vested on 2025-10-15.

Transactions were executed outside a trading venue at a price of $246.10 per share: Kevin Murphy (CEO) 8 shares ($1,968.80); William Brundage (CFO) 2 shares ($492.20); Ian Graham (CLO) 1 share ($246.10); James Paisley (CDIO) 1 share ($246.10); Jake Schlicher (CSO) 1 share ($246.10); William Thees (COO) 1 share ($246.10).

Ferguson Enterprises (NYSE:FERG) reported PDMR share purchases made under independent dividend reinvestment arrangements.

Directors Kelly Baker, Catherine Halligan and James S. Metcalf purchased common stock (ISIN US31488V1070) on the New York Stock Exchange on 2025-11-07 and 2025-11-10. Reported trades include Baker: 1.231369 shares at $242.60; Halligan: 3.136 shares at $243.725 and 1.840 shares at $251.728; Metcalf: 1.852 shares at $251.749 and 14.223 shares at $251.55. Amounts are reported in USD.

Ferguson Enterprises (NYSE: FERG) announced a $0.83 per share dividend to be paid on November 7, 2025 to shareholders of record as of the close of business on September 26, 2025. Holders of Depositary Interests in CREST will receive payment by default in pounds sterling (GBP) unless they elect an alternative currency.

The GBP/USD exchange rate to be used for Depositary Interest payments is stated as 1.3434, reflecting the conversion basis for the $0.83 dividend into GBP.

Ferguson Enterprises (NYSE:FERG) reported automatic vesting and related share releases under its LTIP, OSP, POSP and Omnibus equity plans in October 2025, and disclosed related insider sales and new grants.

Key items: October 13–16, 2025 vestings released shares for nil consideration; several PDMRs sold shares on the NYSE; on October 14, 2025 the company granted performance awards, RSUs and non‑qualified options under the 2023 Omnibus Plan.