News Sentiment

FERG sentiment intelligence

Ferguson Plc news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 57 Balanced news tone 69 relevant articles
Exchange NYSE United States
Sector Industrials Market context
Industry Industrial Distribution Read-through group
Latest close 227.46 Week of 10 Jul 2026
Weighted tone 57/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

77/100 classification confidence.

Company focus 69

directly relevant articles

Source quality 1

high-authority source matches

Trend context Trend inactive

-1.2% over one week, -1.1% over four weeks, trend inactive, and near fair-value range.

Latest direct headline Neutral

Calamos Advisors LLC Takes Position in Ferguson plc $FERG

Market Reaction

Balanced read

65/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 77/100 classification
One-week reaction -1.2% Price digesting
Trend fit Trend inactive -1.1% over four weeks
Fair value 13.8% Near fair-value range

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 26
Neutral 39
Negative 4

Relevance

Why the article matched

Direct first
Direct company coverage 69
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
MarketBeat 20
The Globe and Mail 7
Stock Titan 7
Business Wire 4
MT Newswires 4
Market source 4
simplywall.st 4
TradingKey 3

Event Lens

What the news is about

Classified themes
Market update 34
Earnings 18
Analyst action 9
Capital return 4
Deals and strategy 3
Regulatory and legal 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 31-60 of 69
Investing.com Direct company coverage

Goldman Sachs downgrades Ferguson stock rating on subdued growth outlook

Goldman Sachs has downgraded Ferguson Plc. (NYSE:FERG) from Buy to Neutral, setting a price target of $265 due to subdued growth expectations and an overvalued stock relative to its Fair Value. The firm anticipates continued weakness in residential construction volumes and limite

Tone
Negative 29/100
Event
Analyst action
Published
07 Jul 2026 00:10
Source
Investing.com
MarketBeat Direct company coverage

USS Investment Management Ltd Decreases Position in Ferguson plc $FERG

USS Investment Management Ltd slightly reduced its stake in Ferguson plc by 0.8% in the first quarter, yet Ferguson remains its 10th largest holding. The company reported strong quarterly earnings, beating estimates with $2.28 EPS and revenue of $7.47 billion, leading to a share

Tone
Positive 70/100
Event
Earnings
Published
01 Jul 2026 10:09
Source
MarketBeat
MarketBeat Direct company coverage

Corient Private Wealth LLC Sells 51,304 Shares of Ferguson plc $FERG

Corient Private Wealth LLC significantly reduced its stake in Ferguson plc by selling 51,304 shares, cutting its position by 77.2% to 15,134 shares valued at $3.37 million. This move comes despite Ferguson's solid quarterly results, which included beating EPS estimates, 3.6% reve

Tone
Positive 66/100
Event
Earnings
Published
28 Jun 2026 07:39
Source
MarketBeat
MarketBeat Direct company coverage

Assenagon Asset Management S.A. Buys 105,555 Shares of Ferguson plc $FERG

Assenagon Asset Management S.A. significantly increased its stake in Ferguson plc by 1,423.3% in the first quarter, purchasing 105,555 additional shares, bringing its total to 112,971 shares valued at approximately $26.4 million. This comes as Ferguson reported stronger-than-expe

Tone
Positive 73/100
Event
Earnings
Published
27 Jun 2026 07:40
Source
MarketBeat
MarketBeat Direct company coverage

SG Americas Securities LLC Purchases 14,851 Shares of Ferguson plc $FERG

SG Americas Securities LLC increased its stake in Ferguson plc (NYSE:FERG) by 17.6% in the first quarter, adding 14,851 shares to hold a total of 99,028 shares valued at $23.1 million. Ferguson plc reported strong quarterly earnings of $2.28 per share, exceeding analyst expectati

Tone
Positive 74/100
Event
Earnings
Published
25 Jun 2026 08:55
Source
MarketBeat
The Globe and Mail Direct company coverage

Truist Financial Sticks to Its Buy Rating for Ferguson PLC (FERG)

Truist Financial has reiterated its Buy rating for Ferguson PLC (FERG), setting a price target of $229.62. This aligns with Barclays, which also maintained a Buy rating with a $297.00 price target. Despite the positive analyst sentiment, corporate insider activity for FERG shows

Tone
Positive 65/100
Event
Analyst action
Published
23 Jun 2026 13:39
Source
The Globe and Mail
The Globe and Mail Direct company coverage

Barclays Reaffirms Their Buy Rating on Ferguson PLC (FERG)

Barclays has reaffirmed its Buy rating on Ferguson PLC (FERG), setting a price target of $297.00. Analyst Matthew Bouley, with a strong track record, supports this view despite a slight decrease in the company's Q1 revenue year-over-year, as net profit increased. While analyst co

Tone
Positive 70/100
Event
Analyst action
Published
23 Jun 2026 11:10
Source
The Globe and Mail
The Globe and Mail Direct company coverage

Ferguson Sets FX Rate for July Dividend to U.K. Depositary Interest Holders

Ferguson PLC has announced the foreign exchange rate for its July dividend payable to U.K. Depositary Interest holders. Shareholders will receive $0.89 per share on July 8, 2026, with U.K. holders receiving the equivalent in pounds sterling calculated at an exchange rate of 1.322

Tone
Positive 72/100
Event
Capital return
Published
20 Jun 2026 11:09
Source
The Globe and Mail
MarketBeat Direct company coverage

Mariner Investment Group LLC Has $1.34 Million Stock Position in Ferguson plc $FERG

Mariner Investment Group LLC significantly reduced its stake in Ferguson plc (NYSE:FERG) by 91.4% in the fourth quarter, selling 64,000 shares and ending with 6,000 shares valued at $1.34 million. Despite this, analysts maintain a "Moderate Buy" consensus for Ferguson, with an av

Tone
Positive 72/100
Event
Earnings
Published
19 Jun 2026 09:39
Source
MarketBeat
MarketBeat Direct company coverage

Ferguson plc $FERG Shares Sold by Eminence Capital LP

Eminence Capital LP reduced its stake in Ferguson plc (NYSE:FERG) by 25.8% in the fourth quarter, selling 173,777 shares. Despite this, Ferguson reported strong quarterly earnings, beating consensus estimates with $2.28 EPS and $7.47 billion in revenue. The company also approved

Tone
Positive 65/100
Event
Earnings
Published
18 Jun 2026 10:10
Source
MarketBeat
MarketBeat Direct company coverage

Manchester Global Management UK Ltd Has $61.36 Million Holdings in Ferguson plc $FERG

Manchester Global Management UK Ltd significantly increased its stake in Ferguson plc by 31.2% in the fourth quarter, bringing its total holdings to 275,616 shares valued at $61.36 million. This makes Ferguson the fund's second-largest holding, representing 8.3% of its portfolio.

Tone
Positive 72/100
Event
Earnings
Published
17 Jun 2026 10:41
Source
MarketBeat
TradingKey Direct company coverage

Ferguson Enterprises Inc Stock (FERG) Moved Up by 3.01% on Jun 15: Facts Behind the Movement

Ferguson Enterprises (FERG) stock increased by 3.01% on June 15, driven by strong Q1 2026 earnings that surpassed analyst expectations and the company's reaffirmation of full-year guidance for low to mid-single-digit sales growth. This positive movement is further supported by st

Tone
Positive 70/100
Event
Earnings
Published
15 Jun 2026 17:10
Source
TradingKey
The Globe and Mail Direct company coverage

Wells Fargo Reaffirms Their Buy Rating on Ferguson PLC (FERG)

Wells Fargo analyst Sam Reid has reaffirmed a Buy rating on Ferguson PLC (FERG) with a price target of $285.00. Reid, a 4-star analyst, specializes in the Consumer Cyclical sector and has a 53.51% success rate. The broader Street consensus for Ferguson PLC is a Strong Buy with an

Tone
Positive 74/100
Event
Analyst action
Published
13 Jun 2026 19:09
Source
The Globe and Mail
The Globe and Mail Direct company coverage

Bernstein Sticks to Its Buy Rating for Ferguson PLC (FERG)

Bernstein analyst Chad Dillard maintained a Buy rating on Ferguson PLC (FERG) with a price target of $310.00. The company currently has a Strong Buy consensus from analysts, with a target price indicating a 25.21% upside. Despite negative insider sentiment due to increased sellin

Tone
Positive 71/100
Event
Analyst action
Published
13 Jun 2026 19:09
Source
The Globe and Mail
MarketBeat Direct company coverage

Royal London Asset Management Ltd. Lowers Stock Position in Ferguson plc $FERG

Royal London Asset Management Ltd. reduced its stake in Ferguson plc by 13.1% in the fourth quarter, selling 106,553 shares. Despite this, Ferguson reported strong quarterly earnings, beating analyst estimates with $2.28 EPS and a 3.6% revenue increase. The company also announced

Tone
Positive 65/100
Event
Earnings
Published
13 Jun 2026 11:10
Source
MarketBeat
TradingKey Direct company coverage

Ferguson Enterprises Inc Stock (FERG) Moved Down by 3.03% on Jun 10: Key Drivers Unveiled

Ferguson Enterprises Inc (FERG) stock dropped by 3.03% on June 10, attributed to mixed Q1 2026 results where profit grew but revenue missed consensus, along with broader market dynamics and residential sector weakness. Despite a "Buy" rating from analysts, the stock is trading at

Tone
Negative 38/100
Event
Earnings
Published
13 Jun 2026 09:40
Source
TradingKey
MarketBeat Direct company coverage

Raiffeisen Bank International AG Has $116.38 Million Stock Position in Ferguson plc $FERG

Raiffeisen Bank International AG significantly increased its stake in Ferguson plc, acquiring 522,610 additional shares to reach a total holding of 522,759 shares valued at $116.38 million, making it their 10th largest holding. Ferguson plc reported strong quarterly earnings, bea

Tone
Positive 77/100
Event
Earnings
Published
13 Jun 2026 04:38
Source
MarketBeat
MarketBeat Direct company coverage

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

Marsico Capital Management LLC has made a new investment in Ferguson plc (NYSE:FERG), acquiring 49,487 shares valued at approximately $11.0 million during the fourth quarter. This comes as Ferguson reported stronger-than-expected earnings, with EPS of $2.28 against a $2.14 consen

Tone
Positive 72/100
Event
Earnings
Published
12 Jun 2026 16:10
Source
MarketBeat
The Globe and Mail Direct company coverage

Ferguson CEO Kevin Murphy Adopts Rule 10b5-1 Trading Plan for Equity Awards

Ferguson PLC CEO Kevin Murphy has adopted a Rule 10b5-1 trading plan for common shares he will receive from equity awards granted between 2023 and 2025. The plan allows for the sale of up to 65% of the net shares and establishes a transparent framework for future share sales, beg

Tone
Neutral 50/100
Event
Market update
Published
10 Jun 2026 16:10
Source
The Globe and Mail