Ferguson Enterprises Stock Price, News & Analysis

Ferguson Enterprises (FERG) has announced the filing of Form SD with the Securities and Exchange Commission (SEC) on May 15, 2025. The Form SD, which is typically used for specialized disclosure reports, has been made available for public access through both the SEC's official website at sec.gov and Ferguson's corporate website under the SEC Filings section at corporate.ferguson.com/investor/financial-information/sec-filings.

Ferguson Enterprises (NYSE: FERG) has disclosed insider transactions involving three Non-Employee Directors through dividend reinvestment arrangements. The transactions occurred on May 5-6, 2025, with directors purchasing shares at varying prices on the NYSE. Kelly Baker acquired 6.61 shares for a total of $1,120.61, with purchase prices ranging from $168.66 to $169.99. Catherine Halligan purchased 4.46 shares at $169.99 per share, totaling $757.78. James S. Metcalf made two separate purchases: 2.67 shares at $172.96 and 20.79 shares at $170.76, for a combined total of approximately $4,012.22.

Ferguson (NYSE: FERG) has announced the completion of two strategic acquisitions to strengthen its commercial and fire & fabrication businesses. The company acquired Independent Pipe & Supply Corp., a distributor of pipe, valves, and other products with eight locations across the Northeast US, and National Fire Equipment and National Fire Fabrication , a Canadian market leader in fire and fabrication products with seven locations.

Independent Pipe & Supply's acquisition closed on March 31, 2025, enhancing Ferguson's footprint in New England. National Fire's acquisition, completed on April 14, 2025, will be integrated into Ferguson's Canadian subsidiary, Wolseley Canada, expanding the company's Fire & Fabrication customer group strategy in Canada.

CEO Kevin Murphy emphasized that acquisitions remain a key growth driver, complementing organic growth. Ferguson has completed approximately 50 acquisitions in the past five years, operating in fragmented markets comprising over 10,000 small to medium independent companies across nine customer groups in North America.

Ferguson Enterprises (NYSE: FERG; LSE: FERG) has announced a dividend payment of $0.83 per share, scheduled for May 6, 2025. The dividend will be distributed to stockholders of record as of the market close on March 21, 2025.

For holders of Depositary Interests within CREST, the default payment will be in British pounds sterling (GBP), with an established exchange rate of 1.3069 GBP/USD. Shareholders have the option to elect for payment in alternative currencies. The company has provided access to additional dividend information through their investor relations website.

Ferguson Enterprises (ISIN: US31488V1070) has announced significant insider stock option grants under its Employee Share Purchase Plan 2021. Key executives including CEO Kevin Murphy, CFO William Brundage, and other senior leaders have each been granted 68 share options at $132.276 per share, or 85% of the NYSE closing price at exercise (whichever is lower).

The transaction date is set for April 4, 2025, with each executive's grant valued at approximately $8,994.768. The options have flexible terms, allowing for up to 100 shares based on savings amounts and stock price at exercise. Notable recipients include COO William Thees, Chief Strategy Officer Jake Schlicher, and CHRO Allison Stirrup, among others.

Ferguson Enterprises has filed a Form 8-K with the Securities and Exchange Commission (SEC) on April 3, 2025. The filing is accessible to the public through the SEC's official website at sec.gov and can also be found on Ferguson's corporate website under the SEC Filings section at corporate.ferguson.com/investor/financial-information/sec-filings.

Ferguson Enterprises has filed its Form 10-Q with the Securities and Exchange Commission (SEC) on March 11, 2025. The quarterly report filing is accessible through two channels: the official SEC website at sec.gov and through Ferguson's corporate investor relations page under the SEC Filings section at corporate.ferguson.com/investor/financial-information/sec-filings.

Ferguson (NYSE: FERG) reported Q2 financial results with sales of $6.9 billion, up 3.0% year-over-year, driven by 5% volume growth partially offset by 2% deflation. The company's gross margin declined 70 basis points to 29.7%, while operating margin was 6.0% (6.5% adjusted).

Key highlights include diluted EPS of $1.38 ($1.52 adjusted), a quarterly dividend increase of 5% to $0.83, and share repurchases of $252 million. The company expanded its buyback program by an additional $1.0 billion. In the US market, residential revenue grew ~2% while non-residential revenue increased ~4%, showing continued market share gains.

Ferguson reaffirmed its full-year revenue guidance for low single-digit growth but updated its expected adjusted operating margin range to 8.3-8.8%. The company maintains a strong balance sheet with net debt to adjusted EBITDA of 1.2x.

Ferguson announces the unification of Ferguson Bath, Kitchen & Lighting Gallery and Build.com under a single brand: Ferguson Home. The rebranding, officially launching February 25, 2025, at the Kitchen & Bath Industry Show in Las Vegas, creates an integrated omnichannel shopping experience.

The new Ferguson Home combines Build.com's e-commerce platform with Ferguson's 250+ showrooms and 1,200+ product experts, offering a seamless experience across digital and physical spaces. The transition includes the launch of FergusonHome.com, with Build.com remaining active for six months to ensure smooth transition.

The unified brand maintains all existing customer features while adding enhanced integration between online and in-store experiences. Customers can pre-select products online before consulting with showroom experts, combining digital convenience with personalized service.