Murphy Kevin Michael

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.

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.