Robeco Schweiz 13F: Cuts FERG Stake by $7.8M
Key Points
- Robeco Schweiz's reduced stake in Ferguson represents a 12.8% decrease, valued at approximately $53.6 million.
- Robeco Schweiz held 240,773 $FERG shares at quarter end, down 12.75% from the prior quarter.
- As of October 27, 2026, Ferguson shares traded recently around $229.52, which is about 1.2% above the closing price of $226.86 on October 23.
- Ferguson Enterprises has a market cap of about $43.9 billion and is positioned within the industrial distribution sector.
Since the filing, $FERG is up 1.4% to date (from the $226.86 close on Oct 23, 2026).
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On October 23, 2026, Robeco Schweiz cut its position in Ferguson Enterprises Inc. (NYSE: FERG) by 35,186 shares, bringing its total to 240,773 shares. This reduction is valued at approximately $53.6 million, according to the fund's latest Form 13F filing with the SEC.
FERG
Ferguson Enterprises Inc.
Robeco Schweiz vs. the S&P 500
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What Changed in Robeco Schweiz's Ferguson Position
Robeco Schweiz's stake in Ferguson decreased by 35,186 shares, a 12.8% reduction from its previous total of 275,959 shares. This change reflects a reported value of $53,600,885. The fund now holds about 1.9% of its total reported value of approximately $2.8 billion in Ferguson.
Where Ferguson Fits in Robeco Schweiz's Portfolio
Ferguson ranks 18th among Robeco Schweiz's 135 reported positions. The recent cut in shares indicates a smaller bet on Ferguson compared to its overall portfolio.
Other Institutional Activity in Ferguson
Several other institutional investors have made moves regarding Ferguson recently. Mutual of America Capital Management increased its stake by 17,889 shares, bringing its total to 19,775 shares worth about $4.4 million. Meanwhile, Quilter reduced its holdings by 7,138 shares, ending with 69,576 shares valued at approximately $15.5 million. Jupiter Topco LLC continues to hold a significant position with 7,538,616 shares worth about $1.73 billion.
Ferguson Enterprises Inc. Stock Up 1.0%
As of October 27, 2026, Ferguson shares traded recently around $229.52, which is about 1.2% above the closing price of $226.86 on October 23, 2026. The stock is currently above its 50-day moving average of $225.92 but below its 200-day moving average of $237.62. The shares are also approximately 15.5% below their 52-week high of $271.64.
Recent Earnings
Ferguson reported trailing twelve-month revenue of approximately $31.4 billion, with a net margin of 6.3% and a year-over-year revenue growth of 4.6%. The next earnings report is expected on November 9, 2026.
Dividend
Ferguson pays an annual dividend of $3.56 per share, yielding about 1.57%. The dividend payout ratio stands at 33.6%.
Insider Buying and Selling at Ferguson Enterprises Inc.
Recently, several insiders sold shares of Ferguson. President & CEO Kevin Michael Murphy sold 11,259 shares at an average price of $216.78 on October 12, 2026, for a total value of about $2.44 million. Chief Legal Officer Ian T. Graham sold 1,854 shares at $218.74 on the same day, totaling approximately $405,544. Additionally, he sold another 1,097 shares at $230.00 on October 16, 2026.
Analysts Set New Price Targets
Analysts remain optimistic about Ferguson's prospects. On October 7, 2026, RBC Capital maintained its "Outperform" rating with a target price of $286. On August 11, 2026, Bernstein also maintained its "Outperform" rating but raised its target to $325. The consensus recommendation remains a "Buy" with a mean target price of $283.23.
About Ferguson Enterprises Inc.
Ferguson Enterprises Inc. distributes essential water and air solutions to specialized professionals in the U.S. and Canada. The company provides a range of products and services, including plumbing, HVAC, and water solutions, catering to both residential and non-residential customers.
Bottom Line
Investors should watch for Ferguson's upcoming earnings report on November 9, 2026, to gauge its financial health. As Robeco Schweiz adjusts its stake, the market may react to these changes and the overall performance of the industrial distribution sector.
Related Filing Alerts
Source: Robeco Schweiz'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