What is the 13F Pro Quality Score for FERG?

13F Pro ranks Ferguson Enterprises Inc. /DE/ (FERG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FERG's current score at https://13fpro.ai/company/FERG (free sign-up required for the full ranking).

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.

What sector is FERG in?

Ferguson Enterprises Inc. /DE/ (FERG) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives FERG's revenue?

Per Ferguson Enterprises Inc. /DE/'s latest 10-Q filed with the SEC on 2026-08-10, the biggest revenue drivers are: United States ($8.3B, +5.0% YoY); Canada ($408M, -1.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FERG.

How often is FERG research updated on 13F Pro?

FERG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Ferguson Enterprises Inc. /DE/(FERG)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSElarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 2011641 FERG stock profile & AI dashboard →

13F Pro Quality Score

52.2/100

Rank #1,469 of 2,960 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

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Why FERG Scores 52/100

exact factor attribution · 2026-09-12

FERG's composite is driven by scale and capital efficiency, held back by revenue growth and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.7 pts

95th pct

Capital efficiency

+3.7 pts

87th pct

Shareholder dilution

+1.9 pts

88th pct

Institutional flow

+0.9 pts

68th pct

Profitability

+0.8 pts

55th pct

Earnings growth

-0.0 pts

49th pct

Free cash flow

-2.8 pts

31th pct

Earnings quality

-3.3 pts

17th pct

Revenue growth

-5.7 pts

21th pct

Latest change (2026-08-10): 59 → 64 · ↑ Revenue growth 18→36; ↑ Dilution 73→89

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FERG Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for Ferguson Enterprises Inc. /DE/ (FERG), 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 #1,469 of 2,960 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. Ferguson Enterprises Inc. /DE/'s 13F Pro composite quality score has ranged between 34 and 70 since 2024, currently 52.2 — an improving long-term trajectory across 54 quarterly and live scoring snapshots.

✦

Fun facts about Ferguson Enterprises Inc. /DE/

Quirks, history, and lore behind FERG — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. distributor company · large-cap · listed on the NYSE · headquartered in Virginia.
2
The Numbers
Annual revenue north of $7 billion, with a sprawling network of roughly 1,700 branches across the United States — because when a pipe bursts, you need the part today.
3
The History
Originally part of a major British parent company, it was spun off and listed in the U.S. around 2022, giving American investors their first direct crack at this plumbing-and-HVAC giant.
4
The Secret
Its customers are overwhelmingly professional contractors, not weekend warriors — it's a trade-only wholesale distributor that most homeowners have never heard of despite being inside nearly every new build.
5
The Lore
Its UK sibling operation is one of Britain's largest plumbing and heating distributors, and the parent group has been in the business for over 150 years — plenty of time to learn where the pipes go.
6
The Giveaway
Named after a Scottish engineer who built water infrastructure in the 1800s, this company now dominates U.S. plumbing, HVAC, and waterworks distribution under that same storied surname.

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

✓ 12/12 datapoints verified

AI-extracted from Ferguson Enterprises Inc. /DE/'s 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 →Share on X

D/E Ratio

FY 2026

0.86

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

—FY 2026

FY23 $29.73BFY24 $29.64BFY25 $30.76BFY26 —

Net Income

—FY 2026

FY23 $1.89BFY24 $1.74BFY25 $1.86BFY26 —

Operating Income

—FY 2026

FY23 $2.66BFY24 $2.65BFY25 $2.61BFY26 —

EPS (Diluted)

—FY 2026

FY23 $9.12FY24 $8.53FY25 $9.32FY26 —

Total Assets

+8.9% YoY

$19.30BFY 2026

FY23 $15.99BFY24 $16.57BFY25 $17.73BFY26 $19.30B

Total Debt

+7.6% YoY

$5.35BFY 2026

FY23 $3.82BFY24 $4.25BFY25 $4.97BFY26 $5.35B

Op. Cash Flow

—FY 2026

FY23 $2.72BFY24 $1.87BFY25 $1.91BFY26 —

Free Cash Flow

—FY 2026

FY23 $2.28BFY24 $1.50BFY25 $1.60BFY26 —

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	—	$30.76B +3.8%	$29.64B -0.3%	$29.73B +4.1%	$28.57B	—
Net Income	—	$1.86B +7.0%	$1.74B -8.2%	$1.89B -11.0%	$2.12B	—
Operating Income	—	$2.61B -1.7%	$2.65B -0.3%	$2.66B -5.7%	$2.82B	—
EPS (Diluted)	—	$9.32 +9.3%	$8.53 -6.5%	$9.12 -5.9%	$9.69	—
Total Assets	$19.30B +8.9%	$17.73B +7.0%	$16.57B +3.6%	$15.99B	—	—
Total Debt	$5.35B +7.6%	$4.97B +17.1%	$4.25B +11.2%	$3.82B	—	—
Operating Cash Flow	—	$1.91B +1.9%	$1.87B -31.2%	$2.72B +137.0%	$1.15B	—
Free Cash Flow	—	$1.60B +6.8%	$1.50B -34.2%	$2.28B +165.7%	$859.0M	—

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Available Research

13F Pro tracks comprehensive data for Ferguson Enterprises Inc. /DE/ including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FERG

BlackRock, Inc.
$2.7B11,489,134 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.2B9,138,286 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.1B8,754,927 sh
FMR LLC
$1.8B7,559,923 sh
Jupiter Topco LLC
$1.8B7,538,616 sh
WELLINGTON MANAGEMENT GROUP LLP
$1.7B7,209,558 sh
Bank of New York Mellon Corp
$1.1B4,835,856 sh
STATE STREET CORP
$1.1B4,619,995 sh
WCM INVESTMENT MANAGEMENT, LLC
$998.0M4,182,592 sh
FRANKLIN RESOURCES INC
$912.2M3,842,652 sh

Fund	Value	Shares
BlackRock, Inc.	$2.7B	11,489,134
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.2B	9,138,286
VANGUARD CAPITAL MANAGEMENT LLC	$2.1B	8,754,927
FMR LLC	$1.8B	7,559,923
Jupiter Topco LLC	$1.8B	7,538,616
WELLINGTON MANAGEMENT GROUP LLP	$1.7B	7,209,558
Bank of New York Mellon Corp	$1.1B	4,835,856
STATE STREET CORP	$1.1B	4,619,995
WCM INVESTMENT MANAGEMENT, LLC	$998.0M	4,182,592
FRANKLIN RESOURCES INC	$912.2M	3,842,652

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Is FERG a good stock to buy?

13F Pro's AI-powered analysis of Ferguson Enterprises Inc. /DE/ (FERG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FERG are available on the FERG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FERG is classified as a large company.

Which hedge funds own FERG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FERG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Ferguson Enterprises Inc. /DE/'s investment landscape.