Ferguson Enterprises Announces $0.89 Dividend Per Share
- Dividend Announcement: Ferguson Enterprises has declared a dividend of $0.89 per share to be paid on February 27, 2026, demonstrating the company's commitment to shareholder returns and potentially boosting investor confidence.
- Record Date: The dividend will be payable to shareholders on record as of January 2, 2026, ensuring that investors holding shares before this date can benefit from the payout, which may enhance shareholder stability.
- Currency Options: Holders of Depositary Interests will receive dividends in GBP by default unless an alternative currency is elected, providing flexibility that could attract more international investors and enhance the company's appeal in global markets.
- Exchange Rate Information: The declared dividend has an exchange rate of 1.3641 GBP/USD, reflecting current forex market volatility, which may impact the actual returns for investors, necessitating attention to currency fluctuations affecting dividend payments.
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- Dividend Announcement: Ferguson Enterprises has declared a dividend of $0.89 per share to be paid on February 27, 2026, demonstrating the company's commitment to shareholder returns and potentially boosting investor confidence.
- Record Date: The dividend will be payable to shareholders on record as of January 2, 2026, ensuring that investors holding shares before this date can benefit from the payout, which may enhance shareholder stability.
- Currency Options: Holders of Depositary Interests will receive dividends in GBP by default unless an alternative currency is elected, providing flexibility that could attract more international investors and enhance the company's appeal in global markets.
- Exchange Rate Information: The declared dividend has an exchange rate of 1.3641 GBP/USD, reflecting current forex market volatility, which may impact the actual returns for investors, necessitating attention to currency fluctuations affecting dividend payments.
- Dividend Announcement: Ferguson Enterprises has declared a dividend of $0.89 per share, scheduled for payment on February 27, 2026, which aims to reward shareholders and bolster investor confidence.
- Record Date: The dividend will be paid to stockholders of record as of the close of business on January 2, 2026, ensuring that eligible shareholders receive their returns promptly, thereby strengthening the company's relationship with its investors.
- Currency Payment Options: Holders of Depositary Interests will receive their dividends in pounds sterling (GBP) by default unless an alternative currency is elected, providing flexibility to meet the diverse needs of investors.
- Exchange Rate Information: The declared dividend amount in USD is $0.89 per share, with the current exchange rate at 1.3641 GBP/USD, which will affect the actual dividend amount received in GBP, ensuring investors are informed of their effective returns.

- Sector Contribution Analysis: Despite positive contributions from six out of eleven sectors in the fourth quarter, the ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index, indicating challenges in the market environment.
- New Investment Positions: The fund initiated new positions in companies like L3Harris Technologies, Ferguson, and Boston Scientific during the fourth quarter, suggesting a strategic shift towards industrials and healthcare to navigate market volatility.
- Exit Strategy: The fund exited positions in Canadian Pacific Kansas City and Oracle in the fourth quarter, reflecting a cautious outlook on certain sectors, which may impact future portfolio performance.
- Divergent Sector Performance: The healthcare and communication services sectors emerged as the main positive contributors, while industrials, materials, and IT were the primary detractors, highlighting the varying performance across sectors that could influence the fund's overall returns.
Fiscal Performance: Ferguson Enterprises Inc. reported a 5.1% year-over-year sales increase to $8.169 billion for the quarter ending October 31, 2025, surpassing estimates. GAAP diluted EPS rose 23.9% to $2.90, and adjusted EPS increased 15.9% to $2.84, exceeding the $2.57 estimate.
CEO's Outlook: CEO Kevin Murphy expressed confidence in the company's performance for calendar year 2025, highlighting the focus on leveraging growth in both residential and non-residential markets despite operating in an uncertain environment.
Updated Guidance: Ferguson updated its guidance for calendar 2025, projecting approximately 5% net sales growth and an adjusted operating margin of 9.4% to 9.6%, an improvement from previous estimates.
Analyst Ratings: Following the earnings announcement, analysts adjusted their price targets for Ferguson, with Baird maintaining an Outperform rating and raising the target to $265, while Barclays and UBS lowered their targets to $267 and $220, respectively.
- Financial Report Filing: On December 9, 2025, Ferguson filed its 10-Q report with the SEC, revealing a robust sales figure of $30.8 billion for FY 2025, indicating strong performance in the $340 billion North American construction market.
- Market Position Strengthened: As the largest value-added distributor in the water and air specialty sectors, Ferguson solidifies its leadership position by simplifying complex projects for customers, which enhances its competitive edge in the industry.
- Employee Base Expansion: With approximately 35,000 associates across over 1,700 locations, Ferguson's extensive workforce provides robust operational support, ensuring high service quality and customer satisfaction.
- Diverse Product Line: Ferguson's offerings range from plumbing and HVAC to water and wastewater solutions, showcasing its capability to meet diverse customer needs and driving sustainable business growth.
- Financial Report Filing: On December 9, 2025, Ferguson filed its 10-Q report with the SEC, revealing sales of $30.8 billion for FY 2025, indicating robust performance in the $340 billion North American construction market.
- Market Position Strengthening: As the largest value-added distributor in North America, Ferguson solidifies its leadership in the water and air specialty sectors, aiding customers in simplifying complex projects and achieving sustainability, which enhances its competitive edge.
- Employee Base Expansion: The company employs approximately 35,000 associates across over 1,700 locations, providing strong operational support and customer service capabilities that bolster its market presence.
- Diverse Product Line: Ferguson offers a wide range of products and services, from plumbing and HVAC to water and wastewater solutions, ensuring it meets diverse customer needs and drives sustained business growth.






