Today
+3.99%
5 Days
-6.75%
1 Month
-7.38%
6 Months
-11.61%
Year to Date
-23.51%
1 Year
-37.52%
• Ferguson stock rose amid analyst upgrades and data center growth. • Strong non-residential construction and US market position benefit FERG. • Residential market weakness and macroeconomic uncertainty cause volatility.
• Analyst sentiment is positive, with "Moderate Buy" ratings. • Non-residential growth, especially data centers, offsets housing weakness. • Ferguson declared a $0.89 dividend and continues share repurchases.
• Ferguson plc earnings missed analyst expectations, impacting stock. • Institutional investors reduced significant holdings in the company. • U.S. residential and HVAC markets show softness, influencing outlook.
TradingKey - In its latest 13F filing, Berkshire Hathaway, led by “the Oracle of Omaha” Warren Buffett, finally disclosed the “mystery holdings” it deliberately concealed in the first quarter: Nucor (NUE), Lennar (LEN), and D.R. Horton (DHI) — a move that may reflect a strategic bet on the recovery
Lennar (LEN) Fiscal Q3 2026 Earnings Call: Margins Improve as Affordability Pressure Persists


| Shareholders | Proportion |
|---|---|
| BlackRock Institutional Trust Company, N.A. | 6.12% |
| Vanguard Capital Management, LLC | 6.02% |
| Eagle Capital Management L.L.C. | 5.10% |
| Greenhaven Associates, Inc. | 5.08% |
| Shareholder Types | Proportion |
|---|---|
| Investment Advisor | 57.06% |
| Investment Advisor/Hedge Fund | 26.05% |
| Hedge Fund | 4.45% |
| Research Firm | 3.28% |
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