H. B. Fuller (NYSE:FUL) Releases FY 2026 Earnings Guidance

H. B. Fuller (NYSE:FUL) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 4.350-4.700 for the period. The company issued revenue guidance of $3.5 billion-$3.5 billion.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. UBS Group restated a “neutral” rating on shares of H. B. Fuller in a report on Thursday. Citigroup raised H. B. Fuller from a “neutral” rating to a “buy” rating and increased their price target for the company from $62.00 to $70.00 in a report on Wednesday, October 22nd. Weiss Ratings restated a “hold (c)” rating on shares of H. B. Fuller in a research note on Monday, December 29th. Wall Street Zen cut H. B. Fuller from a “buy” rating to a “hold” rating in a research report on Monday, November 24th. Finally, Seaport Res Ptn raised H. B. Fuller from a “hold” rating to a “strong-buy” rating in a report on Friday, September 26th. Two investment analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $66.20.

H. B. Fuller Stock Down 1.9%

FUL stock opened at $63.50 on Friday. The business’s 50-day moving average price is $59.66 and its 200-day moving average price is $59.72. The stock has a market cap of $3.43 billion, a P/E ratio of 34.32, a PEG ratio of 1.05 and a beta of 1.10. H. B. Fuller has a twelve month low of $47.56 and a twelve month high of $67.05. The company has a quick ratio of 1.18, a current ratio of 1.93 and a debt-to-equity ratio of 1.06.

H. B. Fuller (NYSE:FUL) last issued its quarterly earnings results on Wednesday, January 14th. The specialty chemicals company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.04. The business had revenue of $894.79 million for the quarter, compared to the consensus estimate of $901.34 million. H. B. Fuller had a net margin of 4.38% and a return on equity of 12.43%. The company’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.92 earnings per share. H. B. Fuller has set its FY 2026 guidance at 4.350-4.700 EPS. On average, equities research analysts forecast that H. B. Fuller will post 4.07 EPS for the current year.

Insiders Place Their Bets

In other H. B. Fuller news, VP Nathan D. Weaver sold 7,075 shares of the stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $58.38, for a total value of $413,038.50. Following the completion of the sale, the vice president owned 9,441 shares in the company, valued at approximately $551,165.58. This represents a 42.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO John J. Corkrean sold 14,222 shares of the company’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $60.31, for a total value of $857,728.82. Following the completion of the transaction, the chief financial officer directly owned 54,646 shares of the company’s stock, valued at approximately $3,295,700.26. This trade represents a 20.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.99% of the company’s stock.

Key Stories Impacting H. B. Fuller

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: Management reiterated an explicit margin-expansion plan and set an annual adjusted EBITDA target of $630M–$660M for 2026, signaling confidence in operating leverage and cost actions. HB Fuller targets $630M–$660M adjusted EBITDA for 2026 while advancing margin expansion strategy
• Positive Sentiment: Adjusted earnings outperformed consensus (adjusted EPS $1.28 vs. $1.24), and management provided FY2026 EPS guidance of $4.35–$4.70 — a constructive outlook that underpins longer‑term earnings growth expectations. H. B. Fuller: quarterly earnings data and guidance
• Positive Sentiment: Operational results showed margin improvement: adjusted gross margin expanded (~+290 bps y/y) and operating profit rose materially, indicating pricing/cost actions are working. This is supportive of better future cash flow if volume stabilizes. H.B. Fuller Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Revenue was down ~3.1% YoY to ~$895M, though management says on an adjusted basis (excluding the flooring divestiture) net revenue rose ~0.9% — mixed top-line signal for cyclical end markets. H.B. Fuller 4Q Organic Revenue Falls on Volume Decline — Update
• Neutral Sentiment: Management provided color on the quarter and strategy in the Q4 earnings call; read the transcript for detail on segment trends, pricing, and capital deployment. H.B. Fuller Company (FUL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Some market reports flagged sizable GAAP net‑income weakness and a large swing in reported EPS (driven by non‑operating/tax items), which can confuse headline comparatives and trigger short‑term selling. H. B. Fuller Company (FUL) Releases Q4 2025 Earnings
• Negative Sentiment: Shares were flagged among pre-market decliners and traded at elevated volume versus the average — higher volume on a down day often signals distribution. H.B. Fuller … moving lower in pre-market
• Negative Sentiment: Insider selling activity and a higher absolute level of liabilities / lower cash at quarter‑end were noted by data providers — factors some investors view as governance or near‑term balance sheet risk. Quiver Quant: H. B. Fuller Q4 details including insider trades

Hedge Funds Weigh In On H. B. Fuller

Hedge funds have recently modified their holdings of the stock. Brown Brothers Harriman & Co. purchased a new position in H. B. Fuller during the third quarter valued at $56,000. Advisory Services Network LLC bought a new position in shares of H. B. Fuller during the 3rd quarter valued at about $58,000. EverSource Wealth Advisors LLC boosted its holdings in shares of H. B. Fuller by 129.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,218 shares of the specialty chemicals company’s stock valued at $73,000 after purchasing an additional 688 shares during the last quarter. Danske Bank A S purchased a new position in shares of H. B. Fuller during the third quarter valued at about $77,000. Finally, Smartleaf Asset Management LLC increased its holdings in shares of H. B. Fuller by 44.4% in the second quarter. Smartleaf Asset Management LLC now owns 1,307 shares of the specialty chemicals company’s stock worth $81,000 after purchasing an additional 402 shares during the last quarter. Hedge funds and other institutional investors own 95.93% of the company’s stock.

About H. B. Fuller

H. B. Fuller Company, founded in 1887 and headquartered in St. Paul, Minnesota, is a global adhesives and specialty chemical solutions provider serving a wide array of industries. The company develops, manufactures and markets adhesive technologies, sealants, polymers and related chemical products designed to enhance product performance, sustainability and manufacturing efficiency.

Fuller’s product portfolio spans multiple market segments, including packaging and converting, general industrial assembly, electronics, transportation, hygiene and construction.