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Ferguson plc (FERG)

USD233.19 +5.73 (+2.52%)
GB NYSE Industrials Industrial - Distribution
Address 1020 Eskdale Road RG41 5TS
Newport News, GB
CEO Kevin Murphy
IPO 2010-01-05
CIK 2011641 ISIN US31488V1070

Explore sections of this company profile

Also trades on London Stock Exchange · FERG.L (GBp) New York Stock Exchange · FERG (USD)
Description

Ferguson plc operates as a major supplier of plumbing, heating, and related industrial products throughout the United States and Canada. The company serves a diverse client base, providing essential solutions for residential, commercial, civil/infrastructure, and industrial projects. Its extensive product range encompasses core plumbing and heating supplies, such as pipes, valves, fittings, water heaters, and a variety of kitchen and bathroom fixtures and appliances. Beyond these essentials, Ferguson also provides heating, ventilation, air conditioning, and refrigeration (HVAC/R) equipment, as well as fire sprinkler systems and associated components. The company's offerings further extend to specialized water management products like water meters, irrigation and drainage systems, geosynthetics, and stormwater control solutions. Industrial customers can access a broad selection of flanges, general industrial maintenance, repair, and operations (MRO) products, high-density polyethylene (HDPE) materials, custom fabrication products, water and wastewater treatment solutions, and comprehensive pipe, valve, and fitting (PVF) systems. To support its clientele, Ferguson delivers a comprehensive array of services, including expert consultation, strategic advice, and project management. They offer convenient pro pick-up and delivery options, alongside a suite of online tools. Additional support features include quotation services, jobsite delivery and logistics management, advanced digital estimation and design capabilities, specialized advanced metering infrastructure (AMI) services, and supply chain management with equipment rental. Ferguson plc also facilitates product sales through its online platforms. The company maintains a significant operational footprint, boasting a network of 1,679 branches and 11 distribution centers. Established in 1887, Ferguson plc is headquartered in Wokingham, United Kingdom.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD233.19 +5.73 (+2.52%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.13
Float Shares
194.04M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.41% -3.42% -7.87% -8.90% -2.09% +6.95% +34.51% +61.49% +83.79% +300.17% +417.05%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Buy
Price Targets & DCF
Current price
233.19
Low 220.00 -5.7%
Consensus 274.63 +17.8%
Median 284.50 +22.0%
High 300.00 +28.7%
DCF (Unlevered) 103.37 -55.7%
DCF (Levered) 90.66 -61.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 70% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 12 -1
Hold 7 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
289.00
+23.9%
Last Quarter 5
289.80
+24.3%
Last Year 19
269.42
+15.5%
All Time 37
239.43
+2.7%
Quality scores
Altman Z-Score
5.59
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Distribution: +4.8%
    +3.8% Q1'26: -2.0% (vs Q2'25)
  • EPS growth Industrial - Distribution: +8.9%
    +9.3% Q1'26: +2.9% (vs Q2'25)
  • FCF margin FCF growth · Industrial - Distribution: +12.0%
    +5.4% Q1'26: +9.1% (vs Q2'25)
  • EBIT margin Industrial - Distribution: +5.8%
    +8.7% Q1'26: +8.2% (vs Q2'25)
  • ROIC Industrial - Distribution: +7.4%
    +18.5% Q1'26: +16.3% (vs Q2'25)
  • Share dilution Industrial - Distribution: +0.0%
    -2.1% Q1'26: -1.9% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×
    1.95× Q1'26: 2.14× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.20) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 103.37 Current price: 233.19
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jul 2015
actual
Jul 2016
actual
Jul 2017
actual
Jul 2018
actual
Jul 2019
actual
Jul 2020
actual
Jul 2021
actual
Jul 2022
actual
Jul 2023
actual
Jul 2024
actual
Jul 2025
actual
Jul 2026
17 Rev. Ana.
12 EPS Ana.
Jul 2027
17 Rev. Ana.
14 EPS Ana.
Jul 2028
15 Rev. Ana.
7 EPS Ana.
Jul 2029
7 Rev. Ana.
5 EPS Ana.
Jul 2030
7 Rev. Ana.
2 EPS Ana.
Revenue
20.80B
est: 20.56B (+1.2%)
16.58B
est: 19.21B (-13.7%)
19.28B
est: 22.72B (-15.1%)
20.75B
est: 20.81B (-0.3%)
22.01B
est: 21.90B (+0.5%)
19.94B
est: 21.65B (-7.9%)
22.79B
est: 22.58B (+0.9%)
28.57B
est: 28.38B (+0.7%)
29.73B
est: 29.51B (+0.8%)
29.64B
est: 29.78B (-0.5%)
30.76B
est: 30.76B (+0.0%)
32.72B
32.50B – 33.01B
+6.4% YoY
34.60B
33.60B – 35.73B
+5.7% YoY
36.84B
36.83B – 36.85B
+6.5% YoY
38.55B
37.87B – 39.41B
+4.7% YoY
38.77B
38.08B – 39.63B
+0.6% YoY
EBITDA
1.50B
est: 2.09B (-28.1%)
1.33B
est: 1.95B (-31.8%)
1.91B
est: 2.31B (-17.1%)
1.50B
est: 2.11B (-29.1%)
1.71B
est: 2.23B (-23.2%)
1.65B
est: 2.20B (-25.1%)
2.26B
est: 2.29B (-1.6%)
3.12B
est: 2.88B (+8.2%)
2.97B
est: 3.00B (-1.0%)
2.98B
est: 3.03B (-1.6%)
3.06B
est: 3.13B (-2.1%)
3.33B
3.30B – 3.35B
+6.4% YoY
3.52B
3.41B – 3.63B
+5.7% YoY
3.74B
3.74B – 3.74B
+6.5% YoY
3.92B
3.85B – 4.00B
+4.7% YoY
3.94B
3.87B – 4.03B
+0.6% YoY
EBIT
853.43M
est: 1.85B (-53.9%)
952.68M
est: 1.73B (-44.9%)
1.49B
est: 2.05B (-27.3%)
1.25B
est: 1.87B (-33.1%)
1.42B
est: 1.97B (-27.9%)
1.37B
est: 1.95B (-30.0%)
1.96B
est: 2.03B (-3.6%)
2.82B
est: 2.56B (+10.3%)
2.65B
est: 2.66B (-0.4%)
2.64B
est: 2.68B (-1.4%)
2.69B
est: 2.77B (-3.0%)
2.95B
2.93B – 2.97B
+6.4% YoY
3.12B
3.03B – 3.22B
+5.7% YoY
3.32B
3.32B – 3.32B
+6.5% YoY
3.47B
3.41B – 3.55B
+4.7% YoY
3.49B
3.43B – 3.57B
+0.6% YoY
Net Income
332.32M
est: 695.09M (-52.2%)
870.76M
est: 654.59M (+33.0%)
920.00M
est: 772.03M (+19.2%)
1.27B
est: 871.99M (+45.3%)
1.11B
est: 992.87M (+11.6%)
961.00M
est: 948.29M (+1.3%)
1.47B
est: 1.29B (+13.7%)
2.12B
est: 1.90B (+11.4%)
1.89B
est: 1.88B (+0.6%)
1.74B
est: 1.93B (-10.3%)
1.86B
est: 1.96B (-5.5%)
2.23B
2.16B – 2.30B
+13.5% YoY
2.49B
2.40B – 2.58B
+11.6% YoY
2.82B
2.57B – 3.07B
+13.4% YoY
3.01B
2.94B – 3.09B
+6.6% YoY
3.02B
2.95B – 3.10B
+0.3% YoY
SGA
est: 4.18B (-100.0%)
est: 3.90B (-100.0%)
est: 4.62B (-100.0%)
est: 4.23B (-100.0%)
est: 4.45B (-100.0%)
4.33B
est: 4.40B (-1.6%)
4.73B
est: 4.59B (+3.1%)
5.64B
est: 5.77B (-2.3%)
5.92B
est: 6.00B (-1.3%)
6.07B
est: 6.05B (+0.3%)
6.38B
est: 6.25B (+2.0%)
6.65B
6.60B – 6.71B
+6.4% YoY
7.03B
6.83B – 7.26B
+5.7% YoY
7.49B
7.48B – 7.49B
+6.5% YoY
7.83B
7.69B – 8.01B
+4.7% YoY
7.88B
7.74B – 8.05B
+0.6% YoY
EPS
1.35
est: 3.49 (-61.3%)
3.58
est: 3.29 (+8.9%)
4.17
est: 3.88 (+7.6%)
5.16
est: 4.38 (+17.9%)
4.81
est: 4.98 (-3.5%)
4.27
est: 4.76 (-10.3%)
6.59
est: 6.50 (+1.4%)
9.75
est: 9.56 (+2.0%)
9.15
est: 9.39 (-2.5%)
8.55
est: 9.66 (-11.5%)
9.33
est: 9.94 (-6.1%)
11.25
10.83 – 11.55
+13.2% YoY
12.50
12.02 – 12.96
+11.1% YoY
13.93
12.89 – 15.43
+11.4% YoY
15.09
14.75 – 15.53
+8.4% YoY
15.14
14.79 – 15.58
+0.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Barclays Overweight Overweight Maintain
2026-05-06 Wells Fargo Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-15 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.15B
OE per share TTM
5.86
Owner's Yield
2.49%
Maintenance CapEx ratio
25.92%
Maint CapEx / Avg PPE
10.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
293
Total invested
2.80B
Insider transactions (90d)
14
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 25.48M 12.66% 2.18M IA Pennsylvania 2024-09-10
2 Edward P. Garden 11.39M 5.20% 11.39M IN United States 2022-04-13
3 Nelson Peltz 11.39M 5.20% 11.39M IN United States 2022-04-13
4 Peter W. May 11.39M 5.20% 11.39M IN United States 2022-04-13
5 Trian Fund Management GP, LLC 11.39M 5.20% 11.39M OO Delaware 2022-04-13
6 Trian Fund Management, L.P. 11.39M 5.20% 11.39M IA Delaware 2022-04-13
7 Trian Investors 1, L.P. 4.73M 2.10% 4.73M PN Guernsey 2022-04-13
8 Trian Investors Management, LLC 4.73M 2.10% 4.73M IA Delaware 2022-04-13
9 Trian Partners Co-Investment Opportunities Fund, Ltd. 1.66M 0.80% 1.66M OO Cayman Islands 2022-04-13
10 Trian Partners Strategic Investment Fund-N, L.P. 1.50M 0.70% 1.50M PN Delaware 2022-04-13
11 Trian Partners Master Fund, L.P. 1.15M 0.50% 1.15M PN Cayman Islands 2022-04-13
12 Trian Partners, L.P. 831.4K 0.40% 831.4K PN Delaware 2022-04-13
13 Trian Partners Strategic Investment Fund-A, L.P. 448.7K 0.20% 448.7K PN Delaware 2022-04-13
14 Trian Partners Strategic Fund-K, L.P. 366.2K 0.20% 366.2K PN Delaware 2022-04-13
15 Trian Partners Strategic Fund-G II, L.P. 256.7K 0.10% 256.7K PN Delaware 2022-04-13
16 Trian Partners Parallel Fund I, L.P. 193.1K 0.10% 193.1K PN Delaware 2022-04-13
17 Trian Partners Strategic Fund-G III, L.P. 131.1K 0.10% 131.1K PN Delaware 2022-04-13
18 Trian Partners Fund (Sub)-G, L.P. 90.2K 0.10% 90.2K PN Delaware 2022-04-13
19 Trian Partners Strategic Investment Fund-D, L.P. 32.9K 0.10% 32.9K PN Cayman Islands 2022-04-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
293
-622 vs prev Q
New positions
41
Closed positions
647
Increased
163
Reduced
79
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 19.42M +102.9K (+0.5%) 4.32B -14.8M (-0.3%) 9.90% +0.186 pp 0.06% -0.002 pp USD197.28 +12.8% 6 qtrs
2 BLACKROCK, INC. 11.48M -555.7K (-4.6%) 2.55B -147.2M (-5.4%) 5.85% -0.200 pp 0.04% -0.004 pp USD201.02 +10.8% 6 qtrs
3 WELLINGTON MANAGEMENT GROUP LLP 9.37M +5.6M (+150.8%) 2.09B +1.2B (+148.6%) 4.77% +2.896 pp 0.37% +0.219 pp USD214.00 +4.0% 6 qtrs
4 FMR LLC 7.02M +1.5M (+26.2%) 1.57B +317.8M (+25.5%) 3.58% +0.782 pp 0.08% +0.015 pp USD200.52 +11.0% 6 qtrs
5 BANK OF NEW YORK MELLON CORP 6.09M -425.4K (-6.5%) 1.36B -107.4M (-7.3%) 3.11% -0.172 pp 0.24% -0.043 pp USD191.13 +16.5% 6 qtrs
6 JANUS HENDERSON GROUP PLC 5.98M +434.7K (+7.8%) 1.33B +85.7M (+6.9%) 3.05% +0.260 pp 0.60% +0.028 pp USD197.75 +12.6% 6 qtrs
7 STATE STREET CORP 4.52M +79.3K (+1.8%) 1.01B +5.4M (+0.5%) 2.30% +0.071 pp 0.03% -0.001 pp USD199.46 +11.6% 6 qtrs
8 WCM INVESTMENT MANAGEMENT, LLC 4.41M +4.4M (+100.0%) 993.88M +993.9M (+100.0%) 2.25% +2.246 pp 2.05% +2.046 pp USD222.63 +0.0% 1 qtrs NEW
9 FRANKLIN RESOURCES INC 4.39M +25.8K (+0.6%) 977.96M -3.0M (-0.3%) 2.24% +0.043 pp 0.24% -0.005 pp USD199.36 +11.7% 6 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 3.38M +4.8K (+0.1%) 750.84M -5.4M (-0.7%) 1.72% +0.026 pp 0.05% -0.002 pp USD197.53 +12.7% 6 qtrs
11 SOROBAN CAPITAL PARTNERS LP 2.98M -677.4K (-18.5%) 668.84M -152.1M (-18.5%) 1.52% -0.320 pp 4.67% -1.525 pp USD161.79 +37.6% 4 qtrs
12 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 2.72M -24.2K (-0.9%) 606.49M -10.8M (-1.7%) 1.39% +0.007 pp 0.38% +0.006 pp USD186.40 +19.4% 6 qtrs
13 PICTET ASSET MANAGEMENT HOLDING SA 2.63M -540.0K (-17.0%) 585.04M -126.3M (-17.8%) 1.34% -0.253 pp 0.57% -0.118 pp USD188.48 +18.1% 6 qtrs
14 PARNASSUS INVESTMENTS, LLC 2.57M -460.2K (-15.2%) 571.15M -108.4M (-15.9%) 1.31% -0.214 pp 1.48% -0.089 pp USD175.96 +26.5% 6 qtrs
15 INVESCO LTD. 2.52M -443.6K (-15.0%) 560.11M -104.5M (-15.7%) 1.28% -0.206 pp 0.09% -0.019 pp USD189.40 +17.5% 6 qtrs
16 BROWN ADVISORY INC 2.50M -3.6K (-0.1%) 557.57M -5.7M (-1.0%) 1.28% +0.016 pp 0.78% +0.045 pp USD198.14 +12.4% 6 qtrs
17 VONTOBEL HOLDING LTD. 2.30M -38.6K (-1.7%) 511.37M -13.2M (-2.5%) 1.17% -0.004 pp 1.61% +0.027 pp USD172.47 +29.1% 6 qtrs
18 NORGES BANK 2.24M +2.2M (+100.0%) 498.01M +498.0M (+100.0%) 1.14% +1.140 pp 0.05% +0.053 pp USD222.63 +0.0% 1 qtrs NEW
19 ROYAL BANK OF CANADA 2.13M +40.3K (+1.9%) 475.22M +4.9M (+1.0%) 1.09% +0.035 pp 0.08% +0.000 pp USD207.16 +7.5% 6 qtrs
20 UBS ASSET MANAGEMENT AMERICAS INC 2.06M -9.6K (-0.5%) 458.69M -6.2M (-1.3%) 1.05% +0.009 pp 0.10% -0.004 pp USD196.98 +13.0% 6 qtrs
21 CANTILLON CAPITAL MANAGEMENT LLC 1.98M +15.0K (+0.8%) 441.89M -510.1K (-0.1%) 1.01% +0.021 pp 2.39% -0.046 pp USD193.88 +14.8% 6 qtrs
22 GOLDMAN SACHS GROUP INC 1.94M -1.4M (-42.1%) 431.82M -321.2M (-42.7%) 0.99% -0.697 pp 0.05% -0.039 pp USD195.15 +14.1% 6 qtrs
23 LONDON & CAPITAL ASSET MANAGEMENT LTD 1.77M +1.6M (+702.1%) 394.98M +345.3M (+695.2%) 0.90% +0.793 pp 4.09% +0.539 pp USD215.51 +3.3% 5 qtrs
24 DIMENSIONAL FUND ADVISORS LP 1.74M -26.5K (-1.5%) 387.50M -9.3M (-2.3%) 0.89% -0.001 pp 0.08% -0.004 pp USD195.68 +13.8% 6 qtrs
25 CAPITAL RESEARCH GLOBAL INVESTORS 1.73M +12.8K (+0.7%) 386.04M -501.7K (-0.1%) 0.88% +0.018 pp 0.07% -0.001 pp USD196.22 +13.5% 6 qtrs
26 BARCLAYS PLC 1.70M +835.9K (+96.3%) 379.25M +207.0M (+120.1%) 0.87% +0.432 pp 0.09% +0.047 pp USD201.92 +10.3% 6 qtrs
27 NORTHERN TRUST CORP 1.70M +305.0K (+21.8%) 379.00M +65.2M (+20.8%) 0.87% +0.165 pp 0.05% +0.008 pp USD200.02 +11.3% 6 qtrs
28 DURABLE CAPITAL PARTNERS LP 1.56M +472.4K (+43.4%) 347.60M +103.0M (+42.1%) 0.80% +0.248 pp 3.29% +1.477 pp USD223.99 -0.6% 4 qtrs
29 APG ASSET MANAGEMENT N.V. 1.83M -198.4K (-9.8%) 347.12M -40.8M (-10.5%) 0.93% -0.087 pp 0.99% -0.104 pp USD199.17 +11.8% 6 qtrs
30 FOXHAVEN ASSET MANAGEMENT, LP 1.50M -20.1K (-1.3%) 333.51M -7.4M (-2.2%) 0.76% +0.000 pp 8.22% +0.366 pp USD194.23 +14.6% 6 qtrs
31 FIDUCIARY MANAGEMENT INC /WI/ 1.49M -495.5K (-25.0%) 330.85M -114.2M (-25.7%) 0.76% -0.239 pp 3.64% -0.865 pp USD195.02 +14.2% 7 qtrs
32 LEGAL & GENERAL GROUP PLC 1.40M -102.0K (-6.8%) 312.70M -25.0M (-7.4%) 0.72% -0.042 pp 0.07% -0.006 pp USD199.38 +11.7% 6 qtrs
33 STIFEL FINANCIAL CORP 1.29M -87.3K (-6.3%) 287.79M -22.1M (-7.1%) 0.66% -0.035 pp 0.26% -0.024 pp USD222.76 -0.1% 6 qtrs
34 59 NORTH CAPITAL MANAGEMENT, LP 1.26M +— (+0.0%) 279.43M -2.4M (-0.9%) 0.64% +0.009 pp 8.70% -0.084 pp USD209.41 +6.3% 6 qtrs
35 USS INVESTMENT MANAGEMENT LTD 1.19M +— (+0.0%) 265.40M -2.2M (-0.8%) 0.61% +0.008 pp 1.23% +0.017 pp USD196.34 +13.4% 6 qtrs
36 BAUPOST GROUP LLC/MA 1.14M -18.5K (-1.6%) 253.14M -6.4M (-2.5%) 0.58% -0.001 pp 4.80% -0.621 pp USD174.61 +27.5% 5 qtrs
37 AMUNDI 1.13M -345.8K (-23.5%) 250.68M -91.3M (-26.7%) 0.57% -0.166 pp 0.07% -0.042 pp USD190.38 +16.9% 6 qtrs
38 QUBE RESEARCH & TECHNOLOGIES LTD 1.07M -17.0K (-1.6%) 238.34M -5.9M (-2.4%) 0.55% -0.001 pp 0.24% -0.010 pp USD220.80 +0.8% 6 qtrs
39 EGERTON CAPITAL (UK) LLP 1.01M -1.6M (-61.2%) 224.48M -359.5M (-61.6%) 0.51% -0.793 pp 2.44% -3.719 pp USD218.71 +1.8% 3 qtrs
40 DIAMOND HILL CAPITAL MANAGEMENT INC 978.0K -563.8K (-36.6%) 217.74M -128.5M (-37.1%) 0.50% -0.277 pp 1.12% -0.528 pp USD186.68 +19.3% 6 qtrs
41 ADAGE CAPITAL PARTNERS GP, L.L.C. 889.5K +177.4K (+24.9%) 198.02M +38.1M (+23.8%) 0.45% +0.095 pp 0.30% +0.046 pp USD210.89 +5.6% 5 qtrs
42 FIRST PACIFIC ADVISORS, LP 887.1K -29.3K (-3.2%) 197.50M -8.3M (-4.0%) 0.45% -0.009 pp 2.60% -0.245 pp USD194.01 +14.8% 6 qtrs
43 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 877.6K -23.4K (-2.6%) 195.39M -7.0M (-3.4%) 0.45% -0.006 pp 0.06% +0.000 pp USD162.08 +37.4% 6 qtrs
44 JPMORGAN CHASE & CO 873.8K +352.5K (+67.6%) 194.53M +77.5M (+66.2%) 0.45% +0.183 pp 0.01% +0.005 pp USD211.37 +5.3% 6 qtrs
45 MAWER INVESTMENT MANAGEMENT LTD. 846.9K -64.5K (-7.1%) 188.55M -16.1M (-7.9%) 0.43% -0.027 pp 1.06% -0.007 pp USD174.58 +27.5% 6 qtrs
46 BECK MACK & OLIVER LLC 843.5K -5.0K (-0.6%) 187.78M -2.8M (-1.5%) 0.43% +0.003 pp 3.41% -0.055 pp USD184.10 +20.9% 7 qtrs
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 831.1K +49.9K (+6.4%) 185.03M +9.6M (+5.5%) 0.42% +0.031 pp 0.03% +0.001 pp USD201.18 +10.7% 6 qtrs
48 MORGAN STANLEY 830.8K -97.3K (-10.5%) 184.96M -23.5M (-11.3%) 0.42% -0.043 pp 0.01% -0.002 pp USD204.51 +8.9% 6 qtrs
49 RATHBONES GROUP PLC 789.0K -23.4K (-2.9%) 175.68M -6.7M (-3.7%) 0.40% -0.006 pp 0.70% -0.045 pp USD192.22 +15.8% 6 qtrs
50 ENVESTNET ASSET MANAGEMENT INC 777.8K -40.4K (-4.9%) 173.16M -10.6M (-5.8%) 0.40% -0.015 pp 0.05% -0.002 pp USD203.28 +9.5% 6 qtrs
51 POINT72 ASSET MANAGEMENT, L.P. 763.9K +413.2K (+117.8%) 170.06M +91.3M (+115.9%) 0.39% +0.213 pp 0.19% +0.058 pp USD223.53 -0.4% 6 qtrs
52 HOLOCENE ADVISORS, LP 725.7K +143.1K (+24.6%) 161.55M +30.7M (+23.5%) 0.37% +0.077 pp 0.34% +0.041 pp USD175.89 +26.6% 4 qtrs
53 BANK OF AMERICA CORP /DE/ 717.1K +122.8K (+20.7%) 159.66M +26.2M (+19.6%) 0.37% +0.067 pp 0.01% +0.003 pp USD195.03 +14.2% 6 qtrs
54 ROYAL LONDON ASSET MANAGEMENT LTD 704.3K -106.6K (-13.1%) 156.81M -25.3M (-13.9%) 0.36% -0.049 pp 0.33% -0.062 pp USD197.73 +12.6% 6 qtrs
55 MARSHALL WACE, LLP 695.5K +83.4K (+13.6%) 154.83M +17.4M (+12.6%) 0.35% +0.047 pp 0.14% +0.002 pp USD211.94 +5.0% 6 qtrs
56 RAYMOND JAMES FINANCIAL INC 666.9K -53.4K (-7.4%) 149.38M -12.4M (-7.7%) 0.34% -0.022 pp 0.05% -0.006 pp USD178.61 +24.6% 5 qtrs
57 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 663.8K +19.0K (+2.9%) 147.79M +3.0M (+2.0%) 0.34% +0.014 pp 0.08% -0.002 pp USD212.40 +4.8% 6 qtrs
58 DEUTSCHE BANK AG\ 660.9K +72.6K (+12.3%) 147.13M +15.0M (+11.4%) 0.34% +0.041 pp 0.05% +0.004 pp USD206.23 +8.0% 6 qtrs
59 KBC GROUP NV 656.7K +548.0K (+504.2%) 146.21M +121.8M (+499.0%) 0.33% +0.280 pp 0.33% +0.275 pp USD218.90 +1.7% 6 qtrs
60 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 629.4K +30.2K (+5.0%) 140.13M +5.6M (+4.1%) 0.32% +0.020 pp 0.25% +0.002 pp USD217.98 +2.1% 3 qtrs
61 SOUTHPOINT CAPITAL ADVISORS LP 600.0K +200.0K (+50.0%) 133.58M +43.7M (+48.7%) 0.31% +0.105 pp 3.11% +0.749 pp USD201.34 +10.6% 6 qtrs
62 MILLENNIUM MANAGEMENT LLC 569.7K -70.3K (-11.0%) 126.83M -16.9M (-11.8%) 0.29% -0.031 pp 0.05% -0.008 pp USD211.16 +5.4% 6 qtrs
63 CLEARBRIDGE INVESTMENTS, LLC 554.6K +382.1K (+221.5%) 123.47M +84.7M (+218.7%) 0.28% +0.196 pp 0.10% +0.070 pp USD215.05 +3.5% 6 qtrs
64 FINDLAY PARK PARTNERS LLP 538.7K -108.8K (-16.8%) 119.93M -25.5M (-17.5%) 0.27% -0.051 pp 1.53% +0.003 pp USD183.72 +21.2% 6 qtrs
65 SWISS NATIONAL BANK 537.2K -31.2K (-5.5%) 119.61M -8.1M (-6.3%) 0.27% -0.012 pp 0.07% -0.003 pp USD199.78 +11.4% 6 qtrs
66 NUVEEN, LLC 532.8K -31.6K (-5.6%) 118.61M -8.1M (-6.4%) 0.27% -0.012 pp 0.03% -0.002 pp USD165.40 +34.6% 4 qtrs
67 AQR CAPITAL MANAGEMENT LLC 516.0K -180.4K (-25.9%) 114.89M -41.5M (-26.5%) 0.26% -0.087 pp 0.06% -0.040 pp USD193.42 +15.1% 6 qtrs
68 EMINENCE CAPITAL, LP 499.8K -173.8K (-25.8%) 111.27M -40.0M (-26.4%) 0.25% -0.084 pp 1.76% -0.075 pp USD185.26 +20.2% 6 qtrs
69 WESLEYAN ASSURANCE SOCIETY 495.8K -4.9K (-1.0%) 110.77M -1.4M (-1.3%) 0.25% +0.001 pp 6.39% -0.321 pp USD198.57 +12.1% 6 qtrs
70 MBB PUBLIC MARKETS I LLC 467.8K +175.0K (+59.8%) 104.14M +38.4M (+58.4%) 0.24% +0.091 pp 10.88% +2.141 pp USD219.94 +1.2% 3 qtrs
71 SUMITOMO MITSUI TRUST HOLDINGS, INC. 465.9K -31.3K (-6.3%) 103.72M -7.9M (-7.1%) 0.24% -0.013 pp 0.06% -0.003 pp USD198.74 +12.0% 6 qtrs
72 PERPETUAL LTD 452.0K -138.0K (-23.4%) 100.62M -31.9M (-24.1%) 0.23% -0.066 pp 1.46% -0.189 pp USD196.84 +13.1% 6 qtrs
73 VOLORIDGE INVESTMENT MANAGEMENT, LLC 451.4K -314.3K (-41.0%) 100.50M -71.5M (-41.6%) 0.23% -0.155 pp 0.35% -0.224 pp USD220.26 +1.1% 6 qtrs
74 FIRST TRUST ADVISORS LP 428.3K -6.1K (-1.4%) 95.35M -2.2M (-2.3%) 0.22% 0.000 pp 0.07% -0.003 pp USD197.32 +12.8% 6 qtrs
75 CANADA PENSION PLAN INVESTMENT BOARD 426.9K +154.8K (+56.9%) 95.05M +33.9M (+55.5%) 0.22% +0.081 pp 0.06% +0.021 pp USD205.59 +8.3% 6 qtrs
76 MADISON ASSET MANAGEMENT, LLC 397.3K -45.3K (-10.2%) 88.45M -10.9M (-11.0%) 0.20% -0.020 pp 1.02% -0.079 pp USD182.40 +22.1% 7 qtrs
77 WELLS FARGO & COMPANY/MN 391.2K -31.1K (-7.4%) 87.08M -7.8M (-8.2%) 0.20% -0.013 pp 0.02% -0.002 pp USD191.76 +16.1% 6 qtrs
78 BANK JULIUS BAER & CO. LTD, ZURICH 377.3K +348.4K (+1,203.0%) 84.29M +77.8M (+1,196.1%) 0.19% +0.178 pp 0.23% +0.214 pp USD220.60 +0.9% 6 qtrs
79 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 370.0K -16.7K (-4.3%) 83.17M -3.7M (-4.2%) 0.19% -0.006 pp 0.14% -0.009 pp USD170.86 +30.3% 5 qtrs
80 HSBC HOLDINGS PLC 341.2K -240.4K (-41.3%) 76.04M -54.4M (-41.7%) 0.17% -0.119 pp 0.04% -0.033 pp USD202.91 +9.7% 6 qtrs
81 LIONTRUST INVESTMENT PARTNERS LLP 340.3K -186.1K (-35.4%) 76.03M -41.9M (-35.5%) 0.17% -0.091 pp 1.13% -0.530 pp USD216.88 +2.7% 5 qtrs
82 UBS GROUP AG 329.3K -129.1K (-28.2%) 73.31M -29.6M (-28.8%) 0.17% -0.063 pp 0.01% -0.004 pp USD198.57 +12.1% 6 qtrs
83 VICTORY CAPITAL MANAGEMENT INC 327.2K +14.3K (+4.6%) 72.85M +2.6M (+3.7%) 0.17% +0.009 pp 0.04% +0.000 pp USD212.52 +4.8% 6 qtrs
84 JANE STREET GROUP, LLC 324.4K -309.9K (-48.9%) 72.21M -70.2M (-49.3%) 0.17% -0.154 pp 0.01% -0.011 pp USD215.23 +3.4% 6 qtrs
85 316.2K +278.0K (+727.0%) 71.32M +62.8M (+732.1%) 0.16% +0.142 pp 1.73% +1.519 pp USD222.87 -0.1% 2 qtrs
86 ALLIANZ ASSET MANAGEMENT GMBH 319.7K -3.2K (-1.0%) 71.17M -1.3M (-1.9%) 0.16% +0.001 pp 0.07% -0.009 pp USD202.98 +9.7% 6 qtrs
87 LORD, ABBETT & CO. LLC 319.1K +10.6K (+3.4%) 71.03M +1.8M (+2.5%) 0.16% +0.008 pp 0.22% +0.012 pp USD208.79 +6.6% 6 qtrs
88 ZACKS INVESTMENT MANAGEMENT 313.4K -76.1K (-19.5%) 69.78M -17.7M (-20.2%) 0.16% -0.036 pp 0.55% -0.149 pp USD222.93 -0.1% 3 qtrs
89 RAIFFEISEN BANK INTERNATIONAL AG 522.8K +522.6K (+350,745.0%) 69.11M +69.1M (+206,041.6%) 0.27% +0.266 pp 0.89% +0.889 pp USD222.62 +0.0% 5 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 302.3K -6.6K (-2.2%) 67.30M -2.1M (-3.0%) 0.15% -0.001 pp 0.07% -0.004 pp USD198.57 +12.1% 6 qtrs
91 ANCHOR CAPITAL ADVISORS LLC 300.9K -9.7K (-3.1%) 67.00M -2.8M (-4.0%) 0.15% -0.003 pp 1.94% -0.078 pp USD192.99 +15.4% 6 qtrs
92 SEI INVESTMENTS CO 298.2K +107.2K (+56.1%) 66.39M +23.5M (+54.8%) 0.15% +0.056 pp 0.07% +0.019 pp USD205.61 +8.3% 6 qtrs
93 NATIONAL PENSION SERVICE 297.9K -18.3K (-5.8%) 66.32M -4.7M (-6.6%) 0.15% -0.007 pp 0.05% -0.006 pp USD194.42 +14.5% 6 qtrs
94 PRICE T ROWE ASSOCIATES INC /MD/ 295.1K +56.3K (+23.6%) 65.69M +12.1M (+22.5%) 0.15% +0.030 pp 0.01% +0.001 pp USD189.58 +17.4% 6 qtrs
95 GFI INVESTMENT COUNSEL LTD. 287.9K +4.4K (+1.5%) 64.09M +418.5K (+0.7%) 0.15% +0.004 pp 6.83% +0.206 pp USD196.48 +13.3% 6 qtrs
96 AMERIPRISE FINANCIAL INC 277.2K -44.7K (-13.9%) 61.72M -10.6M (-14.6%) 0.14% -0.021 pp 0.01% -0.003 pp USD204.10 +9.1% 6 qtrs
97 MANCHESTER GLOBAL MANAGEMENT (UK) LTD 275.6K +65.5K (+31.2%) 61.36M +14.2M (+30.0%) 0.14% +0.035 pp 8.27% +2.061 pp USD208.98 +6.5% 5 qtrs
98 BALYASNY ASSET MANAGEMENT L.P. 272.3K -385.3K (-58.6%) 60.62M -87.1M (-59.0%) 0.14% -0.192 pp 0.08% -0.110 pp USD220.41 +1.0% 6 qtrs
99 TD ASSET MANAGEMENT INC 266.9K -113.9K (-29.9%) 59.40M -26.0M (-30.5%) 0.14% -0.055 pp 0.05% -0.022 pp USD196.50 +13.3% 6 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
25
Sells
0
Shares acquired
92.4K
Shares disposed
Cash buys
Cash sales
Net activity
+92,373
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 METCALF JAMES S Director A-Award A Common Stock 14 266.81 3.9K 6,202 D
2026-04-30 Wood Suzanne H Director A-Award A Common Stock 2 0.00 2,818 D
2026-04-30 Murray Alan J. Director A-Award A Common Stock 2 0.00 4,848 D
2026-04-30 May Brian Director F-InKind D Common Stock 98 255.08 25.0K 3,238 D
2026-04-30 METCALF JAMES S Director A-Award A Common Stock 2 0.00 6,187 D
2026-04-30 Halligan Catherine Ann Director A-Award A Common Stock 2 0.00 3,197 D
2026-04-30 Drabble Geoff Director A-Award A Common Stock 3 0.00 6,829 D
2026-04-30 Baker Kelly A Director A-Award A Common Stock 1 263.18 322.87 3,204 D
2026-04-30 BECKWITT RICHARD Director A-Award A Common Stock 2 0.00 4,067 D
2026-04-30 Agrawal Rekha Director A-Award A Common Stock 2 0.00 1,567 D
2026-04-29 Paisley James A. Officer A-Award A Common Stock 2 255.51 638.52 4,455 D
2026-04-29 METCALF JAMES S Director A-Award A Common Stock 5 255.47 1.3K 6,185 D
2026-04-29 Halligan Catherine Ann Director A-Award A Common Stock 5 255.47 1.3K 3,191 D
2026-04-29 Baker Kelly A Director A-Award A Common Stock 4 255.52 894.83 3,202 D
2026-03-12 Winckler Richard Officer A-Award A Common Stock 819 0.00 2,411 D
2026-03-12 Thees William T. Jr Officer A-Award A Common Stock 2,266 0.00 32,612 D
2026-03-12 Stirrup Allison Officer A-Award A Common Stock 189 0.00 306 I
2026-03-12 Schlicher Jake Officer A-Award A Common Stock 2,266 0.00 14,599 D
2026-03-12 Paisley James A. Officer A-Award A Stock Options (Right to Buy) 3,655 231.63 846.6K 3,655 D
2026-03-12 Murphy Kevin Michael Director / Officer A-Award A Stock Options (Right to Buy) 28,582 231.63 6.62M 28,582 D
2026-03-12 Graham Ian T. Officer A-Award A Stock Options (Right to Buy) 3,988 231.63 923.7K 3,988 D
2026-03-12 Camposano Robert Anthony Jr. Officer A-Award A Stock Options (Right to Buy) 3,988 231.63 923.7K 3,988 D
2026-03-12 Brundage William Director / Officer A-Award A Stock Options (Right to Buy) 8,242 231.63 1.91M 8,242 D
2026-02-27 METCALF JAMES S Director A-Award A Common Stock 15 261.93 3.9K 6,180 D
2026-02-27 Halligan Catherine Ann Director A-Award A Common Stock 3 259.18 822.35 3,186 D
2026-02-27 Baker Kelly A Director A-Award A Common Stock 1 262.85 321.78 3,199 D
2026-02-26 Paisley James A. Officer A-Award A Common Stock 2 261.34 636.36 2,672 D
2026-02-26 METCALF JAMES S Director A-Award A Common Stock 5 261.33 1.3K 6,166 D
2026-02-26 Halligan Catherine Ann Director A-Award A Common Stock 5 261.35 1.3K 3,183 D
2026-02-26 Baker Kelly A Director A-Award A Common Stock 3 261.37 891.79 3,198 D
2025-12-10 Wood Suzanne H Director A-Award A Common Stock 331 0.00 2,816 D
2025-12-10 Murray Alan J. Director A-Award A Common Stock 331 0.00 4,846 D
2025-12-10 May Brian Director A-Award A Common Stock 323 0.00 3,333 D
2025-12-10 METCALF JAMES S Director A-Award A Common Stock 331 0.00 6,160 D
2025-12-10 Halligan Catherine Ann Director A-Award A Common Stock 331 0.00 3,178 D
2025-12-10 Drabble Geoff Director A-Award A Common Stock 323 0.00 6,826 D
2025-12-10 Baker Kelly A Director A-Award A Common Stock 331 0.00 3,194 D
2025-12-10 BECKWITT RICHARD Director A-Award A Common Stock 331 0.00 4,065 D
2025-12-10 Agrawal Rekha Director A-Award A Common Stock 331 0.00 1,565 D
2025-12-03 Wood Suzanne H Director A-Award A Common Stock 15 0.00 2,485 D
2025-12-03 Murray Alan J. Director A-Award A Common Stock 15 0.00 4,515 D
2025-12-03 May Brian Director F-InKind D Common Stock 278 251.44 69.9K 3,010 D
2025-12-03 METCALF JAMES S Director A-Award A Common Stock 15 0.00 5,829 D
2025-12-03 Halligan Catherine Ann Director A-Award A Common Stock 15 0.00 2,847 D
2025-12-03 Drabble Geoff Director F-InKind D Common Stock 278 251.44 69.9K 6,503 D
2025-12-03 Baker Kelly A Director A-Award A Common Stock 15 0.00 2,863 D
2025-12-03 BECKWITT RICHARD Director A-Award A Common Stock 15 0.00 3,734 D
2025-12-03 Agrawal Rekha Director A-Award A Common Stock 15 0.00 1,234 D
2025-11-11 Thees William T. Jr Officer F-InKind D Common Stock 1 246.10 246.10 30,346 D
2025-11-11 Stirrup Allison Officer F-InKind D Common Stock 1 246.10 246.10 5,579 D
2025-11-11 Schlicher Jake Officer A-Award A Common Stock 2 0.00 12,334 D
2025-11-11 Paisley James A. Officer F-InKind D Common Stock 1 246.10 246.10 2,670 D
2025-11-11 Murphy Kevin Michael Director / Officer F-InKind D Common Stock 8 246.10 2.0K 163,508 D
2025-11-11 Graham Ian T. Officer F-InKind D Common Stock 1 246.10 246.10 7,715 D
2025-11-11 Brundage William Director / Officer F-InKind D Common Stock 3 246.10 738.30 53,636 D
2025-11-10 METCALF JAMES S Director A-Award A Common Stock 14 251.55 3.6K 5,814 D
2025-11-10 Halligan Catherine Ann Director A-Award A Common Stock 2 251.73 463.18 2,832 D
2025-11-07 Halligan Catherine Ann Director A-Award A Common Stock 3 243.73 764.32 2,830 D
2025-11-07 Baker Kelly A Director A-Award A Common Stock 1 242.60 298.74 2,848 D
2025-10-16 Winckler Richard Officer S-Sale D Common Stock 83 241.80 20.1K 1,592 D
2025-10-15 Winckler Richard Officer F-InKind D Common Stock 70 240.42 16.8K 1,675 D
2025-10-15 Thees William T. Jr Officer F-InKind D Common Stock 286 240.42 68.8K 30,338 D
2025-10-15 Stirrup Allison Officer A-Award A Common Stock 3 0.00 5,579 D
2025-10-15 Schlicher Jake Officer F-InKind D Common Stock 256 240.42 61.5K 12,325 D
2025-10-15 Paisley James A. Officer F-InKind D Common Stock 280 240.42 67.3K 2,662 D
2025-10-15 Murphy Kevin Michael Director / Officer F-InKind D Common Stock 2,213 240.42 532.0K 163,436 D
2025-10-15 Graham Ian T. Officer S-Sale D Common Stock 606 239.33 145.0K 7,714 D
2025-10-15 Camposano Robert Anthony Jr. Officer F-InKind D Common Stock 110 240.42 26.4K 8,942 D
2025-10-15 Brundage William Director / Officer F-InKind D Common Stock 663 240.42 159.4K 53,616 D
2025-10-14 Winckler Richard Officer A-Award A Common Stock 287 0.00 1,745 D
2025-10-14 Thees William T. Jr Officer A-Award A Common Stock 930 0.00 30,624 D
2025-10-14 Stirrup Allison Officer A-Award A Common Stock 731 0.00 5,719 D
2025-10-14 Schlicher Jake Officer A-Award A Common Stock 930 0.00 12,581 D
2025-10-14 Paisley James A. Officer S-Sale D Common Stock 3,000 236.97 710.9K 2,211 D
2025-10-14 Murphy Kevin Michael Director / Officer A-Award A Common Stock 5,718 0.00 165,649 D
2025-10-14 Graham Ian T. Officer A-Award A Common Stock 797 0.00 8,566 D
2025-10-14 Camposano Robert Anthony Jr. Officer A-Award A Stock Options (Right to Buy) 1,632 235.00 383.5K 1,632 D
2025-10-14 Brundage William Director / Officer A-Award A Common Stock 1,648 0.00 54,279 D
2025-10-13 Winckler Richard Officer F-InKind D Common Stock 851 231.47 197.0K 2,492 D
2025-10-13 Thees William T. Jr Officer A-Award A Common Stock 5,559 0.00 32,945 D
2025-10-13 Stirrup Allison Officer M-Exempt A Common Stock 563 0.00 6,767 D
2025-10-13 Schlicher Jake Officer A-Award A Common Stock 4,402 0.00 15,397 D
2025-10-13 Paisley James A. Officer M-Exempt D Conditional Share Award 1,999 0.00 0 D
2025-10-13 Murphy Kevin Michael Director / Officer F-InKind D Common Stock 12,063 231.47 2.79M 168,731 D
2025-10-13 Graham Ian T. Officer M-Exempt D Conditional Share Award 2,674 0.00 0 D
2025-10-13 Camposano Robert Anthony Jr. Officer A-Award A Common Stock 1,769 0.00 10,025 D
2025-10-13 Brundage William Director / Officer S-Sale D Common Stock 3,000 233.32 700.0K 52,631 D
2025-08-06 METCALF JAMES S Director A-Award A Common Stock 16 225.39 3.6K 5,798 D
2025-08-06 Halligan Catherine Ann Director A-Award A Common Stock 3 223.15 761.48 2,827 D
2025-08-06 Baker Kelly A Director A-Award A Common Stock 1 224.94 297.64 2,847 D
2025-08-05 METCALF JAMES S Director A-Award A Common Stock 2 224.95 464.52 5,783 D
2025-08-05 Halligan Catherine Ann Director A-Award A Common Stock 2 225.00 461.48 2,824 D
2025-06-15 Camposano Robert Anthony Jr. Officer Common Stock 0 0.00 8,256 D
2025-05-06 METCALF JAMES S Director A-Award A Common Stock 21 170.76 3.5K 5,780 D
2025-05-06 Halligan Catherine Ann Director A-Award A Common Stock 4 169.99 757.78 2,821 D
2025-05-06 Baker Kelly A Director A-Award A Common Stock 7 169.64 1.1K 2,846 D
2025-05-05 METCALF JAMES S Director A-Award A Common Stock 3 172.96 462.32 5,760 D
2025-01-06 Morrissey Victoria Officer S-Sale D Common Stock 2,000 177.00 354.0K 4,282 D
2024-12-18 May Brian Director P-Purchase A Common Stock 686 185.14 127.0K 3,268 D
2024-12-11 Wood Suzanne H Director A-Award A Common Stock 923 0.00 2,470 D
2024-12-11 Murray Alan J. Director A-Award A Common Stock 923 0.00 4,500 D
2024-12-11 May Brian Director A-Award A Common Stock 904 0.00 2,582 D
2024-12-11 METCALF JAMES S Director A-Award A Common Stock 923 0.00 5,757 D
2024-12-11 Halligan Catherine Ann Director A-Award A Common Stock 923 0.00 2,817 D
2024-12-11 Drabble Geoff Director A-Award A Common Stock 904 0.00 6,761 D
2024-12-11 Baker Kelly A Director A-Award A Common Stock 923 0.00 2,839 D
2024-12-11 BECKWITT RICHARD Director A-Award A Common Stock 923 0.00 1,219 D
2024-12-11 Agrawal Rekha Director A-Award A Common Stock 923 0.00 1,219 D
2024-12-05 Wood Suzanne H Director F-InKind D Common Stock 162 222.84 36.1K 1,547 D
2024-12-05 Shouraboura Nadia Director F-InKind D Common Stock 161 222.84 35.9K 2,048 D
2024-12-05 Schmitt Thomas Director A-Award A Common Stock 10 0.00 2,480 D
2024-12-05 Murray Alan J. Director A-Award A Common Stock 10 0.00 3,577 D
2024-12-05 May Brian Director A-Award A Common Stock 10 0.00 1,678 D
2024-12-05 METCALF JAMES S Director F-InKind D Common Stock 160 222.84 35.7K 4,834 D
2024-12-05 Halligan Catherine Ann Director F-InKind D Common Stock 161 222.84 35.9K 1,894 D
2024-12-05 Drabble Geoff Director F-InKind D Common Stock 271 220.60 59.8K 5,857 D
2024-12-05 Baker Kelly A Director F-InKind D Common Stock 162 222.84 36.1K 1,916 D
2024-12-05 BECKWITT RICHARD Director A-Award A Common Stock 1 0.00 296 D
2024-12-05 Agrawal Rekha Director A-Award A Common Stock 1 0.00 296 D
2024-10-15 Winckler Richard Officer A-Award A Common Stock 458 0.00 1,458 D
2024-10-15 Williams Garland Officer A-Award A Stock Options (Right to Buy) 3,495 62.92 219.9K 3,495 D
2024-10-15 Thees William T. Jr Officer A-Award A Common Stock 1,874 0.00 27,386 D
2024-10-15 Stirrup Allison Officer A-Award A Stock Options (Right to Buy) 1,907 62.92 120.0K 1,907 D
2024-10-15 Schlicher Jake Officer A-Award A Common Stock 1,676 0.00 10,995 D
2024-10-15 Paisley James A. Officer 0 0.00 0
2024-10-15 Murphy Kevin Michael Director / Officer A-Award A Common Stock 14,524 0.00 154,131 D
2024-10-15 Morrissey Victoria Officer 0 0.00 0
2024-10-15 JACOBS MICHAEL Officer 0 0.00 0
2024-10-15 Graham Ian T. Officer 0 0.00 0
2024-10-15 Brundage William Director / Officer 0 0.00 0
2024-10-14 Winckler Richard Officer M-Exempt D Conditional Share Award 426 0.00 0 D
2024-10-14 Williams Garland Officer A-Award A Common Stock 3,180 0.00 5,062 D
2024-10-14 Thees William T. Jr Officer A-Award A Common Stock 7,612 0.00 33,124 D
2024-10-14 Stirrup Allison Officer M-Exempt A Common Stock 413 0.00 5,074 D
2024-10-14 Schlicher Jake Officer M-Exempt D Conditional Share Award 1,416 0.00 0 D
2024-10-14 Murphy Kevin Michael Director / Officer A-Award A Common Stock 29,921 0.00 139,607 D
2024-10-14 Morrissey Victoria Officer A-Award A Common Stock 4,920 0.00 8,289 D
2024-10-14 JACOBS MICHAEL Officer S-Sale D Common Stock 2,624 200.96 527.3K 0 D
2024-10-14 Graham Ian T. Officer A-Award A Common Stock 8,005 0.00 13,943 D
2024-10-14 Brundage William Director / Officer A-Award A Common Stock 11,928 0.00 45,813 D
2024-09-19 BECKWITT RICHARD Director A-Award A Common Stock 295 0.00 295 D
2024-09-19 Agrawal Rekha Director A-Award A Common Stock 295 0.00 295 D
2024-08-01 Stirrup Allison Officer I Common Stock 0 0.00 85
2024-08-01 BECKWITT RICHARD 0 0.00 0
2024-08-01 Agrawal Rekha 0 0.00 0
2024-06-18 Baker Kelly A Director P-Purchase A Ordinary Shares 247 202.48 50.0K 2,068
2024-03-07 Wood Suzanne H Director D-Return D Ordinary Shares 707 0.00 992
2024-03-07 Shouraboura Nadia Director D-Return D Ordinary Shares 707 0.00 1,492
2024-03-07 Schmitt Thomas Director D-Return D Ordinary Shares 707 0.00 1,763
2024-03-07 Murray Alan J. Director D-Return D Ordinary Shares 707 0.00 2,860
2024-03-07 May Brian Director D-Return D Ordinary Shares 675 0.00 993
2024-03-07 METCALF JAMES S Director D-Return D Ordinary Shares 707 0.00 4,277
2024-03-07 Halligan Catherine Ann Director A-Award A Ordinary Shares 707 0.00 2,045
2024-03-07 Drabble Geoff Director D-Return D Ordinary Shares 675 0.00 5,443
2024-03-07 Baker Kelly A Director D-Return D Ordinary Shares 707 0.00 1,114
2023-12-07 Murphy Kevin Michael Director / Officer A-Award A Ordinary Shares 9,699 0.00 133,168
2023-12-07 Brundage William Director / Officer A-Award A Ordinary Shares 4,036 0.00 39,227
2023-10-17 Winckler Richard Officer S-Sale D Ordinary Shares 31 165.40 5.1K 1,000
2023-10-17 Williams Garland Officer S-Sale D Ordinary Shares 49 164.51 8.1K 3,045
2023-10-17 Thees William T. Jr Officer S-Sale D Ordinary Shares 98 165.40 16.2K 25,428
2023-10-17 Schlicher Jake Officer S-Sale D Ordinary Shares 138 165.40 22.8K 7,047
2023-10-17 Murphy Kevin Michael Director / Officer S-Sale D Ordinary Shares 6 166.08 925.07 123,469
2023-10-17 LONG SAMANTHA J Officer S-Sale D Ordinary Shares 97 164.51 16.0K 25,778
2023-10-17 JACOBS MICHAEL Officer S-Sale D Ordinary Shares 86 165.40 14.3K 319
2023-10-17 Graham Ian T. Officer S-Sale D Ordinary Shares 182 165.40 30.0K 5,859
2023-10-16 Winckler Richard Officer S-Sale D Ordinary Shares 296 163.44 48.3K 2,419
2023-10-16 Williams Garland Officer M-Exempt D Conditional Share Award 659 0.00 0
2023-10-16 Thees William T. Jr Officer M-Exempt D Conditional Share Award 1,707 0.00 0
2023-10-16 Schlicher Jake Officer M-Exempt A Ordinary Shares 1,484 0.00 8,531
2023-10-16 Murphy Kevin Michael Director / Officer S-Sale D Ordinary Shares 1,855 166.11 308.2K 124,110
2023-10-16 LONG SAMANTHA J Officer S-Sale D Ordinary Shares 17 167.60 2.8K 30,622
2023-10-16 JACOBS MICHAEL Officer S-Sale D Ordinary Shares 522 166.11 86.7K 499
2023-10-16 Graham Ian T. Officer S-Sale D Ordinary Shares 172 165.89 28.5K 16,660
2023-10-12 Wood Suzanne H Director A-Award A Ordinary Shares 707 0.00 1,699
2023-10-12 Winckler Richard Officer A-Award A Conditional Share Award 476 0.00 476
2023-10-12 Williams Garland Officer A-Award A Conditional Share Award 1,782 0.00 1,782
2023-10-12 Thees William T. Jr Officer A-Award A Conditional Share Award 2,098 0.00 2,098
2023-10-12 Shouraboura Nadia Director A-Award A Ordinary Shares 707 0.00 1,699
2023-10-12 Schmitt Thomas Director A-Award A Ordinary Shares 707 0.00 2,470
2023-10-12 Schlicher Jake Officer A-Award A Conditional Share Award 1,876 0.00 1,876
2023-10-12 Paisley James A. Officer A-Award A Conditional Share Award 2,128 0.00 2,128
2023-10-12 Murray Alan J. Director A-Award A Ordinary Shares 707 0.00 3,567
2023-10-12 Morrissey Victoria Officer A-Award A Conditional Share Award 1,272 0.00 1,272
2023-10-12 May Brian Director A-Award A Ordinary Shares 675 0.00 1,668
2023-10-12 METCALF JAMES S Director A-Award A Ordinary Shares 707 0.00 4,984
2023-10-12 LONG SAMANTHA J Officer A-Award A Conditional Share Award 2,046 0.00 2,046
2023-10-12 JACOBS MICHAEL Officer A-Award A Conditional Share Award 1,319 0.00 1,319
2023-10-12 Halligan Catherine Ann Director A-Award A Ordinary Shares 707 0.00 2,045
2023-10-12 Graham Ian T. Officer A-Award A Conditional Share Award 2,050 0.00 2,050
2023-10-12 Drabble Geoff Director A-Award A Ordinary Shares 675 0.00 6,118
2023-10-12 Baker Kelly A Director A-Award A Ordinary Shares 707 0.00 1,821
2023-10-02 Wood Suzanne H Director A-Award A Ordinary Shares 7 0.00 992
2023-10-02 Shouraboura Nadia Director A-Award A Ordinary Shares 7 0.00 1,492
2023-10-02 Schmitt Thomas Director F-InKind D Ordinary Shares 79 164.50 13.0K 1,763
2023-10-02 Murray Alan J. Director A-Award A Ordinary Shares 7 0.00 2,860
2023-10-02 May Brian Director F-InKind D Ordinary Shares 217 165.51 35.9K 993
2023-10-02 METCALF JAMES S Director F-InKind D Ordinary Shares 64 164.50 10.5K 4,277
2023-10-02 Halligan Catherine Ann Director F-InKind D Ordinary Shares 79 164.50 13.0K 1,338
2023-10-02 Drabble Geoff Director A-Award A Ordinary Shares 6 0.00 5,443
2023-10-02 Baker Kelly A Director A-Award A Ordinary Shares 7 0.00 1,243

Executive team

Top executives
EBIT / Employee
76.7K
Shares Outstanding
194.39M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-16 DEFA14A
2026-03-16 DEFA14A
2026-03-16 DEF 14A
2025-10-15 DEFA14A
2025-10-15 DEFA14A
2025-10-15 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-05-04 8-K
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4

Executive team

NameTitleCompensationGender
Kevin Murphy Chief Executive Officer, President & Director 4M male
William Brundage Chief Financial Officer, Treasurer & Director 2M male
William T. Thees Jr. Chief Operating Officer 1M male
Ian Thomas Graham Chief Legal Officer & Corporate Secretary 1M male
Andy Paisley Chief Digital & Information Officer 1M male
Allison Stirrup Chief Human Resources Officer 1M female
Jake Schlicher Chief Strategy Officer 1M male
Bo Camposano Senior Vice President of Waterworks 1M male
Keith D. Vander Vennet Senior Vice President of Field Operations male
David Simons Senior Vice President of Supply Chain male
Richard Winckler Chief Accounting Officer male
Todd Young Senior Vice President of Sales male
ESG Rating
B
INDUSTRIAL - DISTRIBUTION
2026
E (Environmental)
75.5 / 53.1
Company / Sector avg.
S (Social)
6.2 / 51.3
Company / Sector avg.
G (Governance)
46.4 / 61.7
Company / Sector avg.
ESG Total
42.7 / 55.4
Company / Sector avg.
ESG Score History INDUSTRIAL - DISTRIBUTION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-12 2026-01-16 Richard W. Allen GA12 Spouse Purchase $15,001 - $50,000
2025-10-27 2025-11-14 Ro Khanna CA17 Sale $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-07-25 2025-08-08 Ro Khanna CA17 Sale $1,001 - $15,000
2025-07-09 2025-08-08 Ro Khanna CA17 Sale $1,001 - $15,000
2025-06-27 2025-07-10 Ro Khanna CA17 Sale $1,001 - $15,000
2025-04-14 2025-05-07 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-03-17 2025-04-07 Gilbert Cisneros CA31 Purchase $15,001 - $50,000
2025-01-07 2025-02-12 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2024-10-09 2024-11-11 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-11-03 2023-12-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-10-20 2023-11-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-09-13 2023-10-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-07-10 2023-08-13 Daniel Goldman NY10 Sale $15,001 - $50,000
2023-04-26 2023-05-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-04-17 2023-05-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-04-14 2023-05-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-09-02 2022-10-13 Michael McCaul TX10 Spouse Sale $50,001 - $100,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits