FERG
Ferguson plcIndustrials · $43.4B market cap
Verdict
Share price
$223.33
close of Oct 3, 2026
Fair value
$148.79
Sticker Price
Payback Price
$59.52
buy price
FERG is Overpriced: at $223.33 it trades 50% above its fair value of $148.79. Its buy price (Payback Price) is $59.52, 73% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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10 of the investors we track hold FERG. In Q2 2026, 2 added and 1 trimmed. Who we track
Henry Ellenbogen
Durable Capital Partners · as of Q2 2026
$707.2M
2,979,735 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$344.3M
1,450,594 shares
John Armitage
Egerton Capital · as of Q2 2026
$238.8M
1,006,024 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$186.7M
786,822 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$156.4M
659,054 shares
Show all 10 holdersShow fewer
Thomas Gayner
Markel Group · as of Q2 2026
$42.8M
180,200 shares
William Von Mueffling
Cantillon Capital Management · as of Q2 2026
$19.1M
80,548 shares
Francois Rochon
Giverny Capital · as of Q2 2026
$8.9M
37,380 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$1.2M
5,200 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$237K
1,000 shares
Insider activity
Since Jul 8, 2026: no open-market purchases, 1 sale worth $1.2M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Baker Kelly A
director · 2026-07-09
Award
$898
Halligan Catherine Ann
director · 2026-07-09
Award
$2K
METCALF JAMES S
director · 2026-07-09
Award
$2K
METCALF JAMES S
director · 2026-07-09
Award
$4K
Paisley James A.
See Remarks · 2026-07-09
Award
$641
Show all 7 other filingsShow fewer
Baker Kelly A
director · 2026-07-08
Award
$324
Halligan Catherine Ann
director · 2026-07-08
Award
$828
About Ferguson plc
Ferguson plc operates as a major supplier of plumbing, heating, and related industrial products throughout the United States and Canada. The company serves a diverse client base, providing essential solutions for residential, commercial, civil/infrastructure, and industrial projects. Its extensive product range encompasses core plumbing and heating supplies, such as pipes, valves, fittings, water heaters, and a…
Industrial - Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works