FERG is the ticker symbol for Ferguson Enterprises Inc. /DE/, a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks FERG with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is FERG a good stock to buy?

13F Pro's AI ranking engine scores FERG at 52.2/100, ranked #1,470 of 2,961 stocks based on 32 fundamental signals including profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for FERG is available at https://13fpro.ai/company/FERG. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source FERG data?

All Ferguson Enterprises Inc. /DE/ fundamentals and ownership data come directly from SEC EDGAR. Ferguson Enterprises Inc. /DE/ files with the SEC under CIK 2011641. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Ferguson Enterprises Inc. /DE/(FERG)— Stock Profile, AI Score & Financials

Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

Ferguson Enterprises Inc. /DE/ (FERG) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores FERG at 52.2/100 on a 32-signal composite quality model, placing it at rank #1,470 of 2,961 stocks — the top half of the AI-ranked universe. FERG scores in the top quartile across revenue scale (94.9), balance sheet strength (86.7). Areas of concern include earnings quality (17.1) and revenue growth (21.4), which score below median versus the broader universe. Top institutional holders of FERG by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. FERG trades on the NYSE exchange and files with the SEC under CIK 2011641. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FERG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Ferguson Enterprises Inc. /DE/ directly from SEC EDGAR.

AI Quality Score

52.2/100

AI Rank

#1,470

FERG key financials by period

Ferguson Enterprises Inc. /DE/ reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-KT	$30.8B	$1.9B	8.5%
FY 2024	10-KT	$29.6B	$1.7B	8.9%
FY 2023	10-KT	$29.7B	$1.9B	8.9%
FY 2022	10-K	$28.6B	$2.1B	9.9%

Institutions holding FERG

Institutional investors reporting a position in Ferguson Enterprises Inc. /DE/ on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	11,489,134	$2.7B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	9,138,286	$2.2B	2026-06-30
VANGUARD CAPITAL MANAGEMENT	8,754,927	$2.1B	2026-06-30
FMR	7,559,923	$1.8B	2026-06-30
Jupiter Topco	7,538,616	$1.8B	2026-06-30
WELLINGTON MANAGEMENT GROUP LLP	7,209,558	$1.7B	2026-06-30
Bank of New York Mellon	4,835,856	$1.1B	2026-06-30
STATE STREET	4,619,995	$1.1B	2026-06-30
WCM INVESTMENT MANAGEMENT	4,182,592	$998.0M	2026-06-30
FRANKLIN RESOURCES	3,842,652	$912.2M	2026-06-30

SEC EDGAR: CIK 2011641 →

Ferguson Enterprises Inc. /DE/

FERG

NYSELarge CapConsumer Discretionary

13F Pro Quality Score

52.2/100

Rank #1,470 of 2,961 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

21.4/100

Profitability

55.3/100

Balance Sheet

86.7/100

Earnings Quality

17.1/100

Free Cash Flow

31.2/100

Institutional Flow

68.4/100

Revenue Scale

94.9/100

Dilution Risk

88.4/100

Price Chart

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What's Driving FERG's Business? Latest 10-Q Breakdown

12/12 datapoints verified

AI-extracted from the 10-Q filed 2026-08-10 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Ferguson's Q2 net sales reached $8.8B (+4.6% YoY) driven by low single-digit price inflation and higher volume, with net income of $666M (+5.0% YoY).

Biggest Revenue Drivers

United States$8.3B+5.0% YoY

Low single-digit price inflation, higher volume, and incremental acquisition sales; non-residential markets up ~8% led by commercial/mechanical, industrial and waterworks.

Canada$408M-1.9% YoY

Impact of non-core business divestments of 3.6% and lower sales volume, partially offset by low-single digit price inflation.

Biggest Revenue Drivers

Total revenue: $8.8B+4.6% YoY

United States$8.3B+5.0% YoY

Low single-digit price inflation, higher volume, and incremental acquisition sales; non-residential markets up ~8% led by commercial/mechanical, industrial and waterworks.

Canada$408M-1.9% YoY

Impact of non-core business divestments of 3.6% and lower sales volume, partially offset by low-single digit price inflation.

Largest Expense Items

Cost of sales$6.0B+5.0% YoY

Increased with higher net sales; gross margin decreased 20 bps due to timing and extent of supplier price increases in prior year.

Selling, general and administrative expenses$1.7B+4.1% YoY

Increased with higher sales; SG&A as % of sales improved 10 bps, primarily reflecting timing of incentive accruals in prior year.

Interest expense, net$52M+6.1% YoY

Higher debt levels due to increased borrowing under Receivables Facility and Revolving Facility.

Margins: Gross profit margin declined 20 bps to 31.0% due to timing and extent of supplier price increases in the prior year, while operating profit grew 6.1% (+2.9% adjusted) driven by higher sales and gross profit partially offset by higher variable costs. SG&A margin improved 10 bps as a percentage of sales.

Watch Items from the Filing

Announced $1.6B acquisition of FWI Holdings, Inc. expected to close Q3 2026, funded by available cash and new debt arrangements; represents significant capital deployment.
Operating cash flow declined 36% YoY to $716M in H1 2026 due to increased working capital investment and timing of tax payments related to fiscal year transition, signaling cash deployment pressure.
Residential markets grew only ~2% in Q2 with soft RMI activity, while non-residential up ~8%; heavy dependence on non-residential recovery amid construction cycle volatility.
Total debt increased to $4.9B (+$0.8B YoY) including $525M from Receivables Facility and $250M from Revolving Facility; upcoming $150M private placement maturity in November 2026 and $300M senior notes due April 2027.
No individual customer represents more than 10% of net sales; no material legal proceedings expected to adversely affect operations, but fleet incidents and product liability remain standard operational risks.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →