What is William Blair’s Forecast for Ferguson Q3 Earnings?

Ferguson plc (NASDAQ:FERG) – Analysts at William Blair dropped their Q3 2025 earnings estimates for Ferguson in a report issued on Tuesday, March 11th. William Blair analyst R. Merkel now expects that the company will earn $2.13 per share for the quarter, down from their prior forecast of $2.32. The consensus estimate for Ferguson’s current full-year earnings is $9.40 per share. William Blair also issued estimates for Ferguson’s Q4 2025 earnings at $2.82 EPS, FY2025 earnings at $8.93 EPS, Q1 2026 earnings at $2.67 EPS, Q2 2026 earnings at $1.75 EPS, Q3 2026 earnings at $2.40 EPS, Q4 2026 earnings at $3.15 EPS and FY2027 earnings at $11.18 EPS.

Other equities analysts also recently issued research reports about the stock. Royal Bank of Canada dropped their price objective on shares of Ferguson from $211.00 to $189.00 and set an “outperform” rating on the stock in a report on Wednesday. Morgan Stanley assumed coverage on shares of Ferguson in a research note on Monday, February 3rd. They set an “overweight” rating and a $204.00 price target on the stock. Robert W. Baird set a $190.00 price objective on Ferguson and gave the stock an “outperform” rating in a research note on Wednesday. Wells Fargo & Company lowered their target price on Ferguson from $205.00 to $180.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, UBS Group restated a “neutral” rating and issued a $193.00 price target (down previously from $230.00) on shares of Ferguson in a research report on Wednesday, January 8th. Three investment analysts have rated the stock with a hold rating and nine have given a buy rating to the company’s stock. According to MarketBeat, Ferguson presently has a consensus rating of “Moderate Buy” and a consensus price target of $201.64.

Ferguson Trading Down 0.4 %

Shares of NASDAQ:FERG opened at $155.23 on Thursday. The stock’s 50-day simple moving average is $176.18 and its two-hundred day simple moving average is $190.62. The stock has a market capitalization of $31.04 billion, a price-to-earnings ratio of 18.63, a PEG ratio of 1.69 and a beta of 1.28. Ferguson has a 52-week low of $152.52 and a 52-week high of $225.63. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.91 and a current ratio of 1.68.

Ferguson (NASDAQ:FERG) last released its quarterly earnings results on Tuesday, March 11th. The company reported $1.52 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.58 by ($0.06). The firm had revenue of $6.87 billion during the quarter, compared to analysts’ expectations of $6.76 billion. Ferguson had a return on equity of 34.63% and a net margin of 5.68%. The business’s quarterly revenue was up 3.0% on a year-over-year basis. During the same quarter last year, the business earned $1.74 earnings per share.

Ferguson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 6th. Investors of record on Friday, March 21st will be paid a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 2.14%. The ex-dividend date of this dividend is Friday, March 21st. Ferguson’s payout ratio is presently 39.86%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of FERG. Integrated Wealth Concepts LLC boosted its stake in Ferguson by 6.5% in the fourth quarter. Integrated Wealth Concepts LLC now owns 1,214 shares of the company’s stock valued at $211,000 after acquiring an additional 74 shares in the last quarter. Meiji Yasuda Asset Management Co Ltd. lifted its holdings in shares of Ferguson by 1.3% during the 4th quarter. Meiji Yasuda Asset Management Co Ltd. now owns 6,390 shares of the company’s stock valued at $1,109,000 after purchasing an additional 80 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Ferguson by 0.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 23,834 shares of the company’s stock valued at $4,137,000 after purchasing an additional 86 shares during the last quarter. Farther Finance Advisors LLC grew its stake in Ferguson by 33.8% during the 3rd quarter. Farther Finance Advisors LLC now owns 364 shares of the company’s stock worth $72,000 after buying an additional 92 shares during the last quarter. Finally, Caprock Group LLC increased its position in Ferguson by 2.8% during the 4th quarter. Caprock Group LLC now owns 3,496 shares of the company’s stock valued at $610,000 after buying an additional 94 shares in the last quarter. 81.98% of the stock is currently owned by institutional investors.

Ferguson Company Profile

Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also provides expertise, solutions, and products, including infrastructure, plumbing, appliances, fire, fabrication, and others, as well as heating, ventilation, and air conditioning products under the Ferguson brand name.