Kinetic Partners Management LP Has $19.16 Million Stock Position in Ferguson plc $FERG

Posted by Geri Gentry on Aug 26th, 2026

Kinetic Partners Management LP decreased its holdings in Ferguson plc (NYSE:FERG – Free Report) by 16.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 80,710 shares of the company’s stock after selling 15,890 shares during the period. Kinetic Partners Management LP’s holdings in Ferguson were worth $19,155,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in FERG. Raiffeisen Bank International AG boosted its holdings in Ferguson by 350,745.0% in the 4th quarter. Raiffeisen Bank International AG now owns 522,759 shares of the company’s stock valued at $116,382,000 after purchasing an additional 522,610 shares during the period. Marsico Capital Management LLC acquired a new stake in shares of Ferguson in the fourth quarter valued at approximately $11,017,000. Lmcg Investments LLC bought a new stake in shares of Ferguson in the first quarter valued at approximately $1,806,000. Jones Financial Companies Lllp boosted its stake in shares of Ferguson by 13.2% in the second quarter. Jones Financial Companies Lllp now owns 96,108 shares of the company’s stock valued at $22,932,000 after buying an additional 11,196 shares during the period. Finally, D.A. Davidson & CO. grew its position in Ferguson by 89.6% during the fourth quarter. D.A. Davidson & CO. now owns 30,983 shares of the company’s stock worth $6,898,000 after buying an additional 14,644 shares in the last quarter. 81.98% of the stock is currently owned by institutional investors.

Ferguson Stock Down 1.6%

FERG stock opened at $232.66 on Wednesday. The stock has a market capitalization of $45.01 billion, a P/E ratio of 27.34, a price-to-earnings-growth ratio of 1.64 and a beta of 1.14. The company has a current ratio of 1.73, a quick ratio of 0.93 and a debt-to-equity ratio of 0.72. Ferguson plc has a 12 month low of $207.64 and a 12 month high of $271.64. The firm has a 50-day moving average price of $237.14 and a 200-day moving average price of $240.04.

Ferguson (NYSE:FERG – Get Free Report) last announced its quarterly earnings results on Monday, August 10th. The company reported $3.39 earnings per share (EPS) for the quarter, beating the consensus estimate 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%. As a group, equities research analysts anticipate that Ferguson plc will post 11.42 EPS for the current fiscal year.

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

Ferguson Announces Dividend

The company 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 $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, August 21st. Ferguson’s dividend payout ratio is presently 41.83%.

Analyst Upgrades and Downgrades

FERG has been the topic of a number of recent research reports. Oppenheimer raised their price objective on Ferguson from $280.00 to $288.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 11th. Zelman & Associates raised Ferguson from a “hold” rating to an “outperform” rating and set a $285.00 target price on the stock in a report on Friday, July 17th. UBS Group raised their price target on Ferguson from $252.00 to $256.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 11th. Sanford C. Bernstein boosted their price target on Ferguson from $310.00 to $325.00 and gave the company an “outperform” rating in a research note on Tuesday, August 11th. Finally, Weiss Ratings upgraded shares of Ferguson from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, July 2nd. One research 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 currently has a consensus rating of “Moderate Buy” and a consensus price target of $285.93.

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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.