FERG Ferguson Enterprises Inc. /DE/ Insider Trading

SVP Thees sells 2,308 FERG shares at $234.55; holds 30.6K post-sale as stock approaches 52-week high of $241.33.

Thees William T. Jr. executed a sale of 2,308 shares at $234.55 on 2025-10-13, reducing his position from 32,932 to 30,624 shares (a 7.0% reduction). The transaction occurred when FERG stock was trading near its 52-week high of $241.33, having gained 12.5% over the prior 30 days and 10.3% over 90 days. His cross-ticker track record shows a 100.00% well-timed sell rate based on 1 prior sale, and his sole prior transaction at FERG (a sell on 2024-10-14) was also well-timed at the 90-day mark. The company's fundamentals remain solid with $7.6B in revenue and a P/E of 27.39, though current valuation is at the high end of the 52-week range. The timing of this sale—near peak valuations on strong recent momentum—merits observation in the context of his demonstrated pattern of well-timed exits.

Kevin Michael Murphy sold 8,800 shares of FERG at $234.13 on 2025-10-13; stock now at $241.33 (52-week high), up 12.5% in 30 days.

Kevin Michael Murphy sold 8,800 shares of Ferguson Enterprises for $2,060,349.28, reducing holdings from 174,449 to 165,649 shares (-5.0%). The sale occurred at $234.13, while the current price is $241.33, placing the transaction $7.20 below the 52-week high and stock is up 12.5% over the prior 30 days. His cross-ticker track record shows 12 prior sells with an average 90-day return of +10.7%, indicating those sales were generally poorly timed (stock rose after he sold). At FERG specifically, his prior 5 trades show only 1 of 5 were well-timed at the 90-day mark, with the most recent FERG sale (2024-10-14) returning +2.1% at 30 days but -15.7% at 90 days. The current sale occurs in a context of recent strong price momentum and valuation (P/E 27.39) that investors should monitor against the company's $410.0M net income and 3.8% annual revenue growth.

Graham Ian T. sold 4,864 shares of FERG at $233.22 on 2025-10-13 for $1.1M; post-sale holdings 8,566 shares (36.2% reduction)

Graham Ian T. executed a substantial open-market sale of 4,864 shares on 2025-10-13 at $233.22 per share, reducing his holdings by 36.2%. The transaction occurred while FERG trades at $241.33, near its 52-week high, and the stock has appreciated 12.5% over the prior 30 days and 10.3% over 90 days. His prior trades at FERG show mixed results: of 5 prior sales, only 1 was well-timed on a 90-day basis (negative post-sale return), with the remaining 4 resulting in positive returns of 2.1% to 14.5%, suggesting sales have generally preceded stock gains. His cross-ticker track record shows a 90-day well-timed rate of 8.33%, indicating that sells rarely precede declines. This sale represents a material reduction in position size at an elevated valuation (P/E 27.39), though the lack of a clear recent downside precursor limits clarity on motive.

CFO Brundage sells 3,000 shares of FERG at $233.32 for $700.0K; retains 54.3K shares post-sale.

William Brundage, Ferguson's CFO, sold 3,000 shares representing a 5.2% reduction in holdings, with the stock currently trading at $241.33—near its 52-week high of $241.33. The transaction occurred at $233.32, suggesting execution below recent momentum (the stock rose 12.5% in the 30-day period prior to this filing date). Brundage retains 54.3K shares post-transaction, indicating a substantial ongoing stake in the company. The sale occurred in a context of solid fundamentals, with Q3 revenue at $7.6B and net income at $410.0M, though the stock's elevated 27.39 P/E ratio reflects current market expectations; without an explicit trading plan flag or broader context on Brundage's historical transaction pattern at FERG, the modest scale of the reduction leaves the specific motivation observable only as a discrete liquidity event rather than a shift in executive conviction.

Ferguson Enterprises Director Brian purchased 686 shares at $185.14 for $127.0K on 2024-12-18.

May Brian, a director, acquired 686 shares at $185.14, increasing his holdings from 2,582 shares to 3,268 shares—a 26.6% increase in his position. The purchase occurred when FERG stock was trading near the lower end of its 52-week range at $174.76 current price, down 21.9% from the 52-week high of $223.85, suggesting the director was buying into a period of recent price weakness. The company's fundamentals show stable large-cap operations with $7.8B in quarterly revenue and a P/E of 20.73, though annual revenue growth is flat at -0.3%, which provides limited growth momentum context. As a director-level purchase of meaningful size relative to prior holdings, this open-market acquisition warrants standard monitoring to track whether the insider's conviction aligns with subsequent performance.

Director Beckwitt purchases 2,500 shares of FERG at $193.69; holdings rise 205.1% to 3.7K shares

Director Richard Beckwitt purchased 2,500 shares at $193.69 on 2024-12-11, more than doubling his holdings from 1,219 shares to 3,719 shares. The purchase occurred at a price notably above the current price of $187.49 (down 8.8% over the prior 30 days) and 13.4% below the 52-week high of $223.85. The transaction's timing relative to recent price weakness and the significant expansion of his position suggest notable engagement with the company's outlook, though the deteriorating near-term price action and flat annual revenue growth (-0.3%) provide limited near-term tailwinds. The director's accumulated stake now represents a meaningful personal commitment to Ferguson Enterprises at valuation levels substantially above where the stock currently trades.

Kevin Michael Murphy sold 10,000 FERG shares at $201.35 on 2024-10-14, retaining 154,131 shares.

Murphy sold 10,000 shares (10.0K shares) representing a -6.1% reduction in his prior holdings of 164,131 shares. The transaction occurred at $201.35, approximately 9.4% below the 52-week high of $223.85. His prior trades at FERG (5 previous sells, all in October 2023) consistently posted positive 90-day returns averaging +13.2%, indicating he has sold before subsequent price appreciation—a pattern of poorly-timed exits at this ticker. Current fundamentals show modest revenue contraction (-0.3% YoY) and a P/E of 23.72 in a $40.7B market cap company. The sale represents a discretionary open-market reduction in a well-established position, with no pattern of well-timed exits based on his prior FERG transaction history.

Graham sold 5,778 FERG shares at $201.27 (Oct 2024); post-trade holdings at 7,769 shares (7.8K shares).

Graham Ian T. sold 5,778 shares of Ferguson Enterprises Inc. at $201.27 on 2024-10-14, reducing holdings by 42.7%, with post-transaction holdings of 7,769 shares. His cross-ticker track record shows 11 prior sells with a 90-day well-timed rate of 0.00%, indicating historically poor timing at reducing positions. At Ferguson specifically, his prior 5 trades show an identical pattern: 0 of 5 prior sells were well-timed at the 90-day mark, with all 5 followed by positive average returns (11.7%–14.5%), meaning the stock consistently moved higher after each prior sale. The current trade at $201.27 compares to a current price of $202.81 and a 52-week high of $223.85, suggesting modest room for further appreciation. This large reduction in holdings, combined with a persistent pattern of selling ahead of gains, merits observation of near-term price direction to assess whether the pattern persists.

SVP William T. Thees Jr. sold 5,111 shares of FERG at $200.97; holdings reduced to 27,386 shares (-15.7%)

Senior Vice President Thees William T. Jr. sold 5,111 shares at $200.97 for a total value of $1,027,159.20, reducing his holdings by 15.7% to 27,386 shares. The transaction occurred when FERG was trading 9.4% below its 52-week high of $223.85, and the stock has gained 2.8% over the prior 30 days. With no FLAGS indicating a trading plan or other scheduling constraint, this represents a discretionary sale by a senior executive during a modest upward price drift. The company's fundamentals show essentially flat revenue growth year-over-year (-0.3%) paired with a P/E of 23.72, neither signaling acute distress nor exceptional opportunity.