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Ferguson price target raised to $225 from $204 at UBS

UBS raised the firm’s price target on Ferguson (FERG) to $225 from $204 and keeps a Neutral rating on the shares. The firm said its revised forecasts post-Q4 results are driven primarily by more conservative 2H25 margin expectations, adding that its new price target is now based on roughly 18x its 2027 EPS view. UBS added that it believes a higher valuation multiple is warranted as we approach a trough in end market activity and becomes more confident in a potential industry recovery in 2026.

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