Marsico Capital Management LLC Makes New $11.02 Million Investment in Ferguson plc $FERG

Posted by George Bondi on Jun 12th, 2026

Marsico Capital Management LLC bought a new position in Ferguson plc (NYSE:FERG – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 49,487 shares of the company’s stock, valued at approximately $11,017,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Signaturefd LLC boosted its holdings in Ferguson by 1.1% in the 4th quarter. Signaturefd LLC now owns 3,979 shares of the company’s stock worth $886,000 after buying an additional 44 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in Ferguson by 7.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 690 shares of the company’s stock worth $150,000 after purchasing an additional 48 shares in the last quarter. Simplicity Wealth LLC lifted its stake in Ferguson by 1.6% in the 4th quarter. Simplicity Wealth LLC now owns 3,132 shares of the company’s stock worth $697,000 after purchasing an additional 48 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Ferguson by 2.9% in the 4th quarter. Sivia Capital Partners LLC now owns 1,685 shares of the company’s stock worth $375,000 after purchasing an additional 48 shares in the last quarter. Finally, REAP Financial Group LLC lifted its stake in Ferguson by 13.4% in the 4th quarter. REAP Financial Group LLC now owns 431 shares of the company’s stock worth $96,000 after purchasing an additional 51 shares in the last quarter. 81.98% of the stock is owned by hedge funds and other institutional investors.

Ferguson Price Performance

FERG stock opened at $227.40 on Friday. The firm’s 50-day moving average price is $241.17 and its two-hundred day moving average price is $241.15. The stock has a market capitalization of $44.10 billion, a price-to-earnings ratio of 26.44, a PEG ratio of 1.59 and a beta of 1.15. The company has a current ratio of 1.78, a quick ratio of 0.96 and a debt-to-equity ratio of 0.68. Ferguson plc has a 12-month low of $207.64 and a 12-month high of $271.64.

Ferguson (NYSE:FERG – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $2.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.14 by $0.14. The company had revenue of $7.47 billion during the quarter. Ferguson had a net margin of 6.98% and a return on equity of 38.81%. The company’s revenue was up 3.6% on a year-over-year basis. During the same period last year, the business earned $2.50 earnings per share. As a group, equities analysts predict that Ferguson plc will post 11.26 earnings per share for the current year.

Ferguson announced that its Board of Directors has initiated a share buyback program on Tuesday, May 5th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the company to repurchase up to 3.9% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its stock is undervalued.

Ferguson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 8th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, May 15th. Ferguson’s payout ratio is presently 41.40%.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. Royal Bank Of Canada lifted their price objective on shares of Ferguson from $271.00 to $281.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. Weiss Ratings downgraded shares of Ferguson from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 20th. Oppenheimer lifted their price objective on shares of Ferguson from $255.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. UBS Group lifted their price objective on shares of Ferguson from $220.00 to $252.00 and gave the stock a “neutral” rating in a report on Wednesday, February 25th. Finally, Barclays lifted their target price on shares of Ferguson from $295.00 to $297.00 and gave the stock an “overweight” rating in a research report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Ferguson has an average rating of “Moderate Buy” and an average target price of $277.77.

Check Out Our Latest Stock Analysis on FERG

Ferguson Company Profile

(Free Report)

Ferguson (NYSE: FERG) is a multinational distributor specializing in plumbing and heating products and related building supplies, serving professional contractors, builders and industrial customers. The company supplies a broad range of products used in residential, commercial and infrastructure projects, including pipes and fittings, valves and controls, HVAC equipment, waterworks materials, plumbing fixtures, pumps and accessories, as well as complementary electrical and specialty product lines.

Ferguson operates a network of branches and distribution centers that provide inventory, logistics and value-added services to trade customers.