Jupiter Topco LLC Invests $1.79 Billion in Ferguson plc $FERG

Posted by Francis Steltz on Aug 26th, 2026

Jupiter Topco LLC purchased a new stake in shares of Ferguson plc (NYSE:FERG – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 7,538,616 shares of the company’s stock, valued at approximately $1,789,368,000. Ferguson makes up approximately 0.7% of Jupiter Topco LLC’s investment portfolio, making the stock its 27th biggest position. Jupiter Topco LLC owned 3.90% of Ferguson as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of FERG. Simplicity Wealth LLC increased its holdings 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 buying an additional 48 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Ferguson by 2.9% during the 4th quarter. Sivia Capital Partners LLC now owns 1,685 shares of the company’s stock valued at $375,000 after acquiring an additional 48 shares during the period. Northwestern Mutual Wealth Management Co. lifted its stake in Ferguson by 7.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 690 shares of the company’s stock valued at $150,000 after acquiring an additional 48 shares during the period. REAP Financial Group LLC lifted its stake in Ferguson by 13.4% during the 4th quarter. REAP Financial Group LLC now owns 431 shares of the company’s stock valued at $96,000 after acquiring an additional 51 shares during the period. Finally, L2 Asset Management LLC boosted its holdings in shares of Ferguson by 5.2% during the 2nd quarter. L2 Asset Management LLC now owns 1,109 shares of the company’s stock valued at $263,000 after acquiring an additional 55 shares during the last quarter. 81.98% of the stock is owned by hedge funds and other institutional investors.

Ferguson Price Performance

NYSE FERG opened at $232.66 on Wednesday. The company has a 50-day moving average price of $237.14 and a 200-day moving average price of $240.04. Ferguson plc has a 52 week low of $207.64 and a 52 week high of $271.64. The company has a quick ratio of 0.93, a current ratio of 1.73 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $45.01 billion, a P/E ratio of 27.34, a PEG ratio of 1.64 and a beta of 1.14.

Ferguson (NYSE:FERG – Get Free Report) last posted its quarterly earnings data on Monday, August 10th. The company reported $3.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.23 by $0.16. The company had revenue of $8.75 billion for the quarter. Ferguson had a net margin of 6.82% and a return on equity of 37.24%. Equities research analysts anticipate that Ferguson plc will post 11.42 earnings per share for the current year.

Ferguson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 7th. Stockholders of record on Friday, August 21st will be paid a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, August 21st. Ferguson’s dividend payout ratio (DPR) is currently 41.83%.

Ferguson announced that its board has approved a stock repurchase program on Tuesday, May 5th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 3.9% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on FERG shares. Weiss Ratings upgraded shares of Ferguson from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, July 2nd. UBS Group increased their price objective on shares of Ferguson from $252.00 to $256.00 and gave the company a “neutral” rating in a research report on Tuesday, August 11th. The Goldman Sachs Group cut shares of Ferguson from a “buy” rating to a “neutral” rating and dropped their target price for the stock from $315.00 to $265.00 in a report on Monday, July 6th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $261.00 target price on shares of Ferguson in a research note on Tuesday, August 18th. Finally, Sanford C. Bernstein increased their price target on Ferguson from $310.00 to $325.00 and gave the company an “outperform” rating in a report on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Ferguson presently has an average rating of “Moderate Buy” and an average price target of $285.93.

View Our Latest Research Report on FERG

About Ferguson

(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.