Mutual of America Capital Management 13F: Adds $4M to FERG Stake
Key Points
- Mutual of America Capital Management boosted its stake in Ferguson Enterprises Inc. FERG by 948.5% during the period, adding 17,889 shares to hold 19,775 shares valued at about $4.4 million.
- Ferguson shares recently traded around $226.86, sitting slightly above their 50-day moving average but below the 200-day moving average and the 52-week high.
- The industrial distributor prepares to report its next earnings update on November 9, 2026, backed by a trailing twelve month revenue of $31.45 billion.
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Mutual of America Capital Management boosted its holdings in Ferguson Enterprises Inc. FERG by 948.5% during the quarter, according to a Form 13F filing on October 23, 2026. The institutional investor added 17,889 shares of the industrial distributor, bringing its total stake to 19,775 shares worth about $4.4 million. Ferguson shares closed at $226.86 on the filing date.
FERG
Ferguson Enterprises Inc.
What Changed in Mutual of America's Ferguson Position
Before the filing, Mutual of America held 1,886 shares of the company. The large addition lifted the portfolio count up to 19,775 shares. The reported value of the holding reached $4,402,311 based on the period's valuation.
Other Institutional Activity in Ferguson
Other major fund managers adjusted their positions in Ferguson around the same reporting window. Jupiter Topco LLC grew its holdings by 3,769,308 shares, ending with 7,538,616 shares worth about $1.71 billion. Bank Of New York Mellon Corporation reduced its stake by 871,516 shares to finish with 4,835,856 shares valued at roughly $1.1 billion. WCM Investment Management, LLC cut its holdings by 165,669 shares, leaving it with 4,182,592 shares worth about $948.9 million. Franklin Resources, Inc. trimmed its position by 405,250 shares, ending with 3,842,652 shares valued at roughly $871.7 million.
Ferguson Enterprises Inc. Stock Down 0.5%
Ferguson shares recently traded around $226.86 as of October 24, 2026. The stock sits just above its 50-day moving average of $226.35 but remains below its 200-day moving average of $237.60. The share price is down about 16.5% from its 52-week high of $271.64 and up about 6.9% from its 52-week low of $212.13. The company carries a market capitalization of roughly $43.97 billion and a forward P/E ratio of 17.93.
Recent Earnings
Ferguson reported $31.45 billion in trailing twelve month revenue alongside an earnings per share of $10.16. The company posted a net profit margin of 6.3% and a year-over-year revenue growth of 4.6%. The company's next earnings report is scheduled for November 9, 2026.
Dividend
Ferguson pays an annual dividend of $3.56 per share, delivering a dividend yield of 1.57%. The payout accounts for 33.6% of the company's earnings.
Insider Buying and Selling at Ferguson Enterprises Inc.
Company insiders completed several transactions ahead of the filing. Officer Jake Schlicher sold 3,138 shares on October 12, 2026, at a price of $218.74 for a total of $686,406. Chief Financial Officer William Brundage sold 5,986 shares on October 12, 2026, at $218.74 per share for a total value of $1,309,378. Chief Operating Officer William T Thees Jr sold 3,510 shares on October 12, 2026, at $220.00 for a total of $772,200. Officer Ian T Graham sold 1,097 shares on October 16, 2026, at $230.00 for a total of $252,310.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. On August 11, 2026, UBS maintained a Neutral rating while raising its target from $252.00 to $256.00. Bernstein maintained an Outperform rating on August 11, 2026, lifting its target from $310.00 to $325.00. RBC Capital maintained an Outperform rating on August 11, 2026, raising its target to $290.00 from $281.00. Barclays maintained an Overweight rating on August 11, 2026, lifting its target from $297.00 to $313.00. Later, on October 7, 2026, RBC Capital maintained its Outperform rating while adjusting its target to $286.00 from $290.00. Across 22 analyst opinions, the stock holds a consensus buy rating with a mean price target of $283.23.
About Ferguson
Headquartered in Newport News, Virginia, Ferguson Enterprises distributes essential plumbing, heating, ventilation, air conditioning, and water infrastructure solutions to residential and commercial contractors across the United States and Canada. The industrial distributor serves specialized trade professionals through a vast network of branches and distribution facilities.
Bottom Line
Investors will look toward Ferguson's upcoming earnings release on November 9, 2026, for fresh updates on demand across residential and commercial markets. Institutional adjustments and analyst target revisions will continue to guide sentiment as the stock navigates the remainder of the year.
Related Filing Alerts
Source: Mutual of America Capital Management's 13F filing on $FERG (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts