FERG News and Press, Ferguson plc From 04/21/23

Ferguson Files Form 8-K WOKINGHAM, UK / ACCESSWIRE / April 21, 2023 / On April 20, 2023, Ferguson plc (the "Company") filed a Form 8-K with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at http://www.sec.gov and on the SEC Filings page of the Com...

2023-04-19 12:35:32 ET Summary The 4-factor dividend growth portfolio was launched on November 1st, 2022, and despite a poor start to April the long term return is still attractive. The portfolio outperformed the S&P 500 Total Return by 29 bps during the month of March. Si...

Ferguson and Starwood Capital Invest in Higharc to Accelerate Automation in Home Design and Construction PR Newswire DURHAM, N.C. , March 28, 2023 /PRNewswire/ -- Higharc — the intelligent homebuilding platform for design, sales, and construction — ...

2023-03-20 08:57:38 ET Summary Dan Loeb's 13F portfolio value increased from $5.53B to $5.97B this quarter. The number of positions decreased from 61 to 44. Third Point added American International Group, Microsoft, and International Flavors & Fragrances while dropping Cano He...

2023-03-16 03:21:27 ET Summary The 4-factor dividend growth portfolio was launched on November 1st, 2022, and is performing quite well. The portfolio lost by 34 bps to the S&P 500 Total Return during the month of February. Since inception, the portfolio is beating the S&am...

2023-03-14 05:09:11 ET Summary Nelson Peltz’s 13F portfolio value increased from $3.80B to $4.87B this quarter. The number of positions remained steady at 8. Trian Fund Management added Walt Disney during the quarter. The top three positions are Ferguson plc, Invesco Lt...

2023-03-09 16:18:10 ET Summary The housing market will continue to weigh on Ferguson plc as new residential construction slows down. An area of strength has been in high-end repair, maintenance, and improvement markets. Under current market conditions, I see Ferguson plc stock...

2023-03-09 13:07:22 ET Summary Ferguson’s revenue and margin growth should be impacted in FY23 and FY24 due to volume declines and tough comparisons. The company has good long term tailwinds in both residential and nonresidential markets. Based on my DCF analysis, the s...

2023-03-09 10:00:00 ET Summary Ferguson ran up 30% since I started to cover the company. Earnings came in nicely and the company is printing cash again. Besides New residential construction, the company is growing nicely in a tough environment. Ferguson fundamentally remai...

Ferguson Files Form 10-Q WOKINGHAM, UK / ACCESSWIRE / March 9, 2023 / On March 8, 2023, Ferguson plc (the "Company") filed a Form 10-Qwith the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at http://www.sec.gov and on the SEC Filings page of the Comp...