Ferguson Enterprises (FERG) Insider Graham Sells $252K of Stock

By TradeTexts Research Desk Oct 20, 2026, 5:01 PM EDT

Ferguson Enterprises Inc. (FERG) business photo

Key Points

Ferguson Enterprises Inc. Chief Legal Officer Ian T. Graham sold 1,097 shares at $230.00 each on October 16, 2026, reducing his stake by about 10%.
After the trade, Ian T. Graham holds 9,874 $FERG shares, down 10% from before the trade.
Institutional investors like Jupiter Topco LLC and Bank of New York Mellon adjusted their large holdings in the distributor during recent quarters.
The industrial distributor trades near its 50-day moving average ahead of its next earnings report scheduled for November 9, 2026.

Since the trade, $FERG is down 2.3% to date (from the $231.61 close on Oct 16, 2026).

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Ferguson Enterprises Inc. Chief Legal Officer & Corporate Secretary Ian T. Graham sold 1,097 shares of the company on October 16, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The stock traded at $230.00 per share, totaling roughly $252,310.

FERG Ferguson Enterprises Inc.

$226.36 +1.74% year to date

Daily close · Oct 19, 2026

Inside Ian T. Graham's FERG Trade

The planned sale was carried out under a pre-arranged Rule 10b5-1 trading plan. Following the completion of the trade, Graham directly held 9,874 shares of Ferguson stock. The transaction reduced his personal holdings by about 10%.

Other Institutional Activity in Ferguson Enterprises Inc.

Jupiter Topco LLC grew its holdings by 3,769,308 shares, ending with 7,538,616 shares worth about $1,711,868,935. Bank Of New York Mellon Corporation reduced its stake by 871,516 shares, holding 4,835,856 shares valued at roughly $1,098,126,189. WCM Investment Management, LLC cut its position by 165,669 shares to finish with 4,182,592 shares worth about $949,782,999. Franklin Resources, Inc. trimmed its holdings by 405,250 shares, ending with 3,842,652 shares valued at approximately $872,589,423.

Ferguson Enterprises Inc. Stock Holds Steady

Ferguson shares recently traded around $226.36, sitting below the 50-day moving average of $227.91 and roughly 4.7% below the 200-day moving average of $237.58. The stock closed at $231.61 on the day of Graham's transaction. Shares move within a 52-week range of $212.13 and $271.64.

Recent Earnings

Ferguson generates $31,446,200,320 in trailing twelve-month revenue with a net profit margin of 6.3%. Trailing twelve-month earnings stand at $10.16 per share. The company reports its next financial results on November 9, 2026.

Dividend

Ferguson pays an annual dividend of $3.56 per share, yielding 1.57% based on recent trading levels. The payout ratio sits at 33.6% of earnings.

Insider Buying and Selling at Ferguson Enterprises Inc.

President and CEO Kevin Michael Murphy sold 11,259 shares on October 12, 2026, at $216.78 apiece for a total of $2,440,726.02. Chief Strategy Officer Jake Schlicher sold 3,138 shares on the same day at $218.74 each, netting $686,406.12. Chief Operating Officer William T. Jr. Thees sold 3,510 shares on October 12 at $220.00 per share for a total value of $772,200. All recent insider sales were executed under pre-arranged trading plans.

Analysts Set New Price Targets

UBS maintains a neutral rating on Ferguson with a $256.00 price target, updated on August 11, 2026. Bernstein maintains an outperform rating with a target of $325.00. RBC Capital maintains an outperform rating with a target of $290.00, alongside a separate update on October 7, 2026, featuring a $286.00 target. Barclays holds an overweight rating with a $313.00 price target. The stock holds a consensus buy rating with a mean target price of $283.23 from 22 analysts.

About Ferguson Enterprises Inc.

Ferguson distributes water and air solutions to professional contractors across the United States and Canada. The enterprise supplies essential plumbing, pipe valves and fittings, heating and cooling equipment, appliances, and wastewater products for residential and commercial projects.

Bottom Line

Investors continue to monitor executive trading patterns alongside institutional shifts as Ferguson approaches its upcoming earnings release. The stock maintains strong analyst support as it trades near intermediate moving averages.