GFI Investment Counsel Ltd. Has $64.09 Million Holdings in Ferguson plc $FERG

Posted by Geri Gentry on Jun 19th, 2026

GFI Investment Counsel Ltd. lifted its holdings in Ferguson plc (NYSE:FERG – Free Report) by 1.5% in the fourth quarter, HoldingsChannel reports. The firm owned 287,873 shares of the company’s stock after purchasing an additional 4,363 shares during the quarter. Ferguson accounts for 6.8% of GFI Investment Counsel Ltd.’s portfolio, making the stock its 7th largest position. GFI Investment Counsel Ltd.’s holdings in Ferguson were worth $64,089,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Wellington Management Group LLP lifted its position in Ferguson by 150.8% during the fourth quarter. Wellington Management Group LLP now owns 9,366,465 shares of the company’s stock valued at $2,085,256,000 after purchasing an additional 5,631,554 shares during the last quarter. Norges Bank purchased a new position in shares of Ferguson in the 4th quarter worth $498,005,000. Durable Capital Partners LP bought a new stake in shares of Ferguson in the 3rd quarter worth about $244,561,000. Qube Research & Technologies Ltd increased its holdings in shares of Ferguson by 588.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 1,087,523 shares of the company’s stock worth $244,236,000 after buying an additional 929,475 shares during the last quarter. Finally, 59 North Capital Management LP increased its holdings in shares of Ferguson by 114.7% in the 3rd quarter. 59 North Capital Management LP now owns 1,255,137 shares of the company’s stock worth $281,879,000 after buying an additional 670,473 shares during the last quarter. Institutional investors own 81.98% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on FERG shares. Jefferies Financial Group reaffirmed a “buy” rating and issued a $300.00 price target on shares of Ferguson in a report on Tuesday, February 24th. UBS Group boosted their price objective on Ferguson from $220.00 to $252.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 25th. Weiss Ratings downgraded Ferguson from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, May 20th. Wells Fargo & Company raised their price objective on Ferguson from $260.00 to $285.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Finally, Royal Bank Of Canada lifted their target price on Ferguson from $271.00 to $281.00 and gave the stock an “outperform” rating in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $277.58.

View Our Latest Stock Report on FERG

Ferguson Price Performance

Ferguson stock opened at $239.04 on Friday. Ferguson plc has a 12-month low of $207.64 and a 12-month high of $271.64. The company has a current ratio of 1.78, a quick ratio of 0.96 and a debt-to-equity ratio of 0.68. The firm has a 50-day moving average price of $240.87 and a 200-day moving average price of $240.61. The firm has a market capitalization of $46.36 billion, a PE ratio of 27.80, a price-to-earnings-growth ratio of 1.63 and a beta of 1.15.

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

Ferguson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 8th. Shareholders of record on Friday, May 15th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $3.56 dividend on an annualized basis and a yield of 1.5%. Ferguson’s payout ratio is 41.40%.

Ferguson announced that its Board of Directors has authorized a stock buyback plan 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 stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

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.