Quilter 13F: Cuts Ferguson Enterprises (FERG) Stake by $1.6M

Quilter reduced its holdings in Ferguson Enterprises Inc. FERG by 7,138 shares during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The firm sold off part of its stake to finish the period with 69,576 shares.

FERG Ferguson Enterprises Inc.

$227.96 ▲ +2.46% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's Ferguson Enterprises Inc. FERG Position

Quilter trimmed its investment in Ferguson Enterprises Inc. FERG by a 9.3% margin, moving down from 76,714 shares to 69,576 shares. The remaining block carried a reported value of $15,489,010 at the close of the period.

Other Institutional Activity in Ferguson Enterprises Inc. FERG

Jupiter Topco LLC grew its holdings by 3,769,308 shares, ending with 7,538,616 shares worth about $1,718,502,953. Bank Of New York Mellon Corporation reduced its holdings by 871,516 shares, ending with 4,835,856 shares worth about $1,102,381,766. WCM Investment Management, LLC trimmed its position by 165,669 shares, ending with 4,182,592 shares valued at approximately $953,463,700. Franklin Resources, Inc. lowered its holdings by 405,250 shares, finishing with 3,842,652 shares worth about $875,970,975.

Ferguson Enterprises Inc. Stock Up 0.1%

The stock recently traded around $227.08 as of October 22, 2026, down slightly from its closing price of $227.96 on the day of the filing. Shares sit below the 50-day moving average of $227.91 and trail the 200-day moving average of $237.58. The company has a market capitalization of roughly $43.9 billion and trades within a 52-week range of $212.13 to $271.64.

Recent Earnings

Ferguson Enterprises Inc. FERG generated $31.45 billion in trailing twelve-month revenue alongside earnings of $10.16 per share. The company posted a year-over-year revenue growth rate of 4.6% and a net profit margin of 6.3%. Investors look toward the upcoming earnings release on November 9, 2026.

Dividend

Shareholders receive an annual dividend rate of $3.56 per share, representing a dividend yield of 1.57%. The payout ratio sits at 33.6% of earnings.

Insider Buying and Selling at Ferguson Enterprises Inc.

Chief Executive Officer Kevin Michael Murphy sold 11,259 shares on October 12, 2026, at an average price of $216.78 for a total value of $2,440,726.02 under a planned trading program. Chief Legal Officer Ian T. Graham sold 1,854 shares on October 12, 2026, at $218.74 per share for $405,543.96, and later sold 1,097 shares on October 16, 2026, at $230.00 per share for $252,310.00.

Analysts Set New Price Targets

Wall Street research desks updated their views on Ferguson Enterprises Inc. FERG prior to the filing. On August 11, 2026, UBS maintained a neutral rating while lifting its target from $252.00 to $256.00. Bernstein kept an outperform rating on August 11, 2026, increasing 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, and later held an outperform rating on October 7, 2026, with a target of $286.00. Barclays reiterated an overweight rating on August 11, 2026, pushing its target from $297.00 to $313.00. Across the broader analyst community, the stock carries a consensus buy rating and a mean target price of $283.23 based on 22 analyst opinions.

About Ferguson Enterprises Inc. FERG

Ferguson Enterprises Inc. FERG operates as a distributor of plumbing, pipe, heating, ventilation, air conditioning, and water infrastructure supplies to trade professionals across North America. The business serves residential and commercial contractors with vital building products.

Bottom Line

Market participants continue to track institutional shifts and upcoming financial updates for Ferguson Enterprises Inc. FERG. The next earnings report on November 9, 2026, will provide updated figures on revenue and operating margins.