Ferguson senior VP sells $345,609 in shares

Robert Anthony Camposano Jr., Senior Vice President of Waterworks at Ferguson Enterprises Inc., sold 1,580 shares of the company's common stock on October 12, 2026, for a total sum of $345,609. The sale was conducted in accordance with a trading plan outlined in a June 10, 2026, SEC filing. The shares were sold at a rate of $218.74 each.

On the same date, he additionally sold 993 shares at a price of $220.04 per share, totaling $218,499. This transaction was tied to tax withholding requirements. Furthermore, Camposano acquired shares through company awards. He received 856 shares as part of a Conditional Share Award that vested on the same day, and 1,717 shares from a performance-based grant in October 2023, following the verification of his performance on September 14, 2026, by Ferguson's Compensation Committee.

The transactions took place as Ferguson's shares were trading near their 52-week low of $212.13, at a current price of $222.94. Analysts view the stock as potentially undervalued, with InvestingPro labeling it as one of the platform's most undervalued stocks. Ferguson Enterprises maintains a "GOOD" financial health rating with a P/E ratio of 21.6.

Following these share sales, Camposano's beneficial ownership of Ferguson's common stock increased to 10,952 shares. Notably, Ferguson reported a 4.6% increase in net sales to $8.8 billion for its fiscal second quarter of 2026. However, diluted earnings per share fell short of expectations, coming in at $0.04, well below the anticipated $2.94.

Revenue for the quarter reached $354.7 million, demonstrating solid sales growth and improved operating trends. Investment firms such as Jefferies and Bernstein SocGen Group have maintained positive outlooks on Ferguson, with Jefferies resuming coverage with a buy rating and a price target of $295, while Bernstein SocGen Group raised its price target to $325. Despite these positive assessments, Ferguson's stock has been trading below its 52-week high.