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FERGFERGUSON ENTERPRISES INC

CUSIP: 31488V107

11

Guru Owners

$1.40B

Total Value Held

7.4M

Total Shares

$511.3M
5.26%
$408.0M
2.71%
$190.6M
2.67%
$147.9M
1.64%
$81.5M
0.73%
$39.8M
0.33%
$8.9M
0.04%
$8.6M
0.31%
$1.2M
0.08%
$336K
6.58%
$233K
0.00%

📊 Fundamentals

Market Cap$43.3B
P/E Ratio22.0x
Near market avg
Forward P/E17.8x
EPS (TTM)$10.15
Revenue (TTM)$31.1B
Profit Margin6.30%
Div Yield1.60%
Beta1.12

52-Week Range

$207.64
$271.64

Current: $223.18

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.0x trailing earnings → 17.8x forward · 6.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$381.4M$762.9M$1.14B$1.53BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2611 owners · $1.40B
INCREASEDHenry Ellenbogen$511.3M
REDUCEDWilliam Von Mueffling$408.0M
REDUCEDSteven Romick$190.6M
INCREASEDJohn Armitage$147.9M
NEWDan Sundheim$81.5M
INCREASEDTom Gayner$39.8M
REDUCEDRay Dalio$8.9M
INCREASEDFrancois Rochon$8.6M
NEWWallace Weitz$1.2M
INCREASEDSeth Klarman$336K
SOLDLee Ainslie
Q4 '2510 owners · $1.53B
INCREASEDWilliam Von Mueffling$441.9M
INCREASEDHenry Ellenbogen$347.6M
REDUCEDSeth Klarman$253.1M
REDUCEDJohn Armitage$224.5M
REDUCEDSteven Romick$197.5M
INCREASEDTom Gayner$36.4M
INCREASEDRay Dalio$11.5M
INCREASEDFrancois Rochon$8.1M
INCREASEDLee Ainslie$4.9M
Q3 '2510 owners · $1.53B
INCREASEDJohn Armitage$584.0M
REDUCEDWilliam Von Mueffling$442.4M
NEWHenry Ellenbogen$244.6M
INCREASEDSteven Romick$205.8M
INCREASEDTom Gayner$33.0M
REDUCEDFrancois Rochon$8.0M
NEWRay Dalio$3.7M
NEWLee Ainslie$3.3M
INCREASEDSeth Klarman$260K
Q2 '257 owners · $1.23B
NEWJohn Armitage$486.3M
REDUCEDWilliam Von Mueffling$433.7M
INCREASEDSteven Romick$273.5M
INCREASEDTom Gayner$29.3M
INCREASEDFrancois Rochon$7.8M
NEWSequoia Fund$218K
SOLDHenry Ellenbogen
Q1 '256 owners · $671.4M
NEWWilliam Von Mueffling$328.4M
INCREASEDSteven Romick$200.5M
NEWHenry Ellenbogen$117.1M
INCREASEDTom Gayner$19.7M
INCREASEDFrancois Rochon$5.5M
SOLDDaniel Loeb
SOLDRay Dalio
Q4 '246 owners · $424.8M
REDUCEDDaniel Loeb$208.3M
INCREASEDSteven Romick$191.4M
REDUCEDTom Gayner$18.4M
NEWFrancois Rochon$5.9M
INCREASEDRay Dalio$687K
NEWSeth Klarman$196K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
6%analyst est. 5.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
6.9%current: 6.9%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

FERG: Held by 11 superinvestors · 12 congress member trades

BUYRick AllenR
$15,001 - $50,0002025-12-12
SELLRo KhannaD
$1,001 - $15,0002025-11-20
SELLRo KhannaD
$1,001 - $15,0002025-10-27
SELLRo KhannaD
$1,001 - $15,0002025-07-25
SELLRo KhannaD
$1,001 - $15,0002025-07-09
SELLRo KhannaD
$1,001 - $15,0002025-06-27
BUYGil CisnerosD
$1,001 - $15,0002025-04-14
BUYGil CisnerosD
$15,001 - $50,0002025-03-17
SELLRo KhannaD
$1,001 - $15,0002025-03-12
SELLRo KhannaD
$1,001 - $15,0002025-03-10
BUYGil CisnerosD
$1,001 - $15,0002025-01-07
BUYRo KhannaD
$1,001 - $15,0002024-10-09