FERG

LONG

FERGUSON ENTERPRISES INC

Funds

Score

5.00

vs SPY

-19.1%

Stock return (since Q-end)

-2.8%

SPY return (since Q-end)

+16.3%

Current price

$225.97

News Summary

Positive

Ferguson delivered a strong Q1 2026 with 23% EPS growth and 120 bps operating margin expansion, reaffirming full-year guidance for low-to-mid single digit sales growth and 9.4–9.8% adjusted operating margins. The company is actively deploying capital through a new $2B buyback authorization and continued M&A, while exploring a potential LSE delisting and launching a digital partnership with Contractor Commerce to modernize contractor sales channels.

Funds Buying (4)

Fund	Manager	Shares Held	∆ Shares	Position Value	QoQ	Status
Durable Capital Partners	Henry Ellenbogen	2.2M	+631K	$511.3B	+40%	Existing
D1 Capital	Dan Sundheim	349K	+349K	$81.5B	—	NEW
Point72	Steve Cohen	202K	+202K	$47.2B	—	NEW
Baupost Group	Seth Klarman	1.4M	+305K	$336M	+27%	Existing

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.