Insider Buying: H. B. Fuller (NYSE:FUL) Director Acquires 2,005 Shares of Stock

H. B. Fuller Company (NYSE:FUL) Director Charles Lauber bought 2,005 shares of the company’s stock in a transaction dated Tuesday, September 29th. The stock was acquired at an average price of $49.87 per share, for a total transaction of $99,989.35. Following the acquisition, the director directly owned 3,356 shares in the company, valued at $167,363.72. This trade represents a 148.41% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

H. B. Fuller Stock Down 0.5%

FUL stock traded down $0.23 during trading hours on Wednesday, hitting $49.37. The company’s stock had a trading volume of 381,550 shares, compared to its average volume of 673,718. The stock has a 50 day moving average price of $55.47 and a two-hundred day moving average price of $58.25. H. B. Fuller Company has a 12 month low of $46.70 and a 12 month high of $68.63. The company has a market capitalization of $2.66 billion, a PE ratio of 13.79, a price-to-earnings-growth ratio of 0.54 and a beta of 0.97. The company has a quick ratio of 1.10, a current ratio of 1.82 and a debt-to-equity ratio of 0.95.

H. B. Fuller (NYSE:FUL) last issued its quarterly earnings results on Thursday, September 24th. The specialty chemicals company reported $1.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.47 by $0.05. The company had revenue of $938.17 million for the quarter, compared to the consensus estimate of $945.59 million. H. B. Fuller had a return on equity of 12.65% and a net margin of 5.56%.The firm’s revenue was up 5.2% compared to the same quarter last year. During the same period last year, the business posted $1.26 earnings per share. On average, equities research analysts expect that H. B. Fuller Company will post 4.83 earnings per share for the current year.

H. B. Fuller Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Shareholders of record on Thursday, July 30th were given a $0.2450 dividend. The ex-dividend date was Thursday, July 30th. This represents a $0.98 annualized dividend and a yield of 2.0%. H. B. Fuller’s payout ratio is presently 27.30%.

Institutional Investors Weigh In On H. B. Fuller

A number of institutional investors have recently modified their holdings of the business. Norges Bank acquired a new position in shares of H. B. Fuller in the fourth quarter valued at about $44,203,000. Royal Bank of Canada raised its stake in H. B. Fuller by 2,694.7% in the 1st quarter. Royal Bank of Canada now owns 675,765 shares of the specialty chemicals company’s stock worth $41,681,000 after purchasing an additional 651,585 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in H. B. Fuller in the 2nd quarter valued at about $29,611,000. Verition Fund Management LLC grew its position in shares of H. B. Fuller by 1,379.5% during the 4th quarter. Verition Fund Management LLC now owns 383,955 shares of the specialty chemicals company’s stock worth $22,830,000 after purchasing an additional 358,003 shares in the last quarter. Finally, S&CO Inc. acquired a new position in shares of H. B. Fuller during the 2nd quarter worth approximately $14,093,000. Institutional investors own 95.93% of the company’s stock.

Analyst Ratings Changes

FUL has been the topic of several analyst reports. Wall Street Zen lowered shares of H. B. Fuller from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 25th. The Goldman Sachs Group set a $67.00 price target on shares of H. B. Fuller in a report on Friday, June 26th. UBS Group set a $69.00 target price on H. B. Fuller in a research report on Friday, June 26th. JPMorgan Chase & Co. cut their price target on shares of H. B. Fuller from $67.00 to $66.00 and set an “overweight” rating on the stock in a research report on Monday. Finally, Raymond James Financial set a $67.00 target price on shares of H. B. Fuller in a research note on Friday, June 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, H. B. Fuller presently has an average rating of “Moderate Buy” and an average price target of $64.62.

H. B. Fuller News Roundup

Here are the key news stories impacting H. B. Fuller this week:

• Positive Sentiment: Ancora raises BAS offer: Activist investor Ancora Holdings Group reportedly increased its cash offer for H.B. Fuller’s BAS unit to approximately $1.2 billion to $1.4 billion, with backing from Fortress. A sale at that valuation could provide cash for debt reduction, shareholder returns, or investment in the company’s remaining businesses, while increasing pressure on management to evaluate strategic alternatives. Activist Ancora Raises Bid for H.B. Fuller Building Unit
• Positive Sentiment: Improved earnings and margins: H.B. Fuller reported quarterly earnings above analyst expectations, with EPS of $1.52 versus the $1.47 consensus. Revenue increased 5.2% year over year, and the latest earnings call highlighted margin strength. These results offer support for the company’s operating performance despite revenue coming in modestly below forecasts. H.B. Fuller Earnings Call Highlights Margin Strength
• Neutral Sentiment: Analysts remain constructive but reduced targets: Deutsche Bank, JPMorgan, and Citi each lowered their price targets, while retaining buy or overweight ratings. The revisions suggest analysts see upside from current levels but have moderated their expectations. JPMorgan Chase Issues Forecast for H. B. Fuller
• Neutral Sentiment: Board changes: H.B. Fuller appointed former UFP Technologies CEO R. Jeffrey Bailly to its board following Ruth Kimmelshue’s resignation. The change may add relevant leadership experience, although its near-term financial impact is unclear. H.B. Fuller Adds Former UFP Technologies CEO to Its Board
• Negative Sentiment: Strategic uncertainty remains: The BAS proposal is activist-driven and has not been identified as a completed transaction. Investors must still weigh execution, valuation, regulatory, and negotiation risks, while the repeated analyst target cuts indicate ongoing caution about H.B. Fuller’s outlook.

About H. B. Fuller

H.B. Fuller Company (NYSE: FUL) develops and manufactures specialty adhesives, sealants and other chemical-based products used in industrial and commercial applications. Its solutions help customers bond, seal, coat and assemble materials across a range of products and manufacturing processes.

The company serves markets including packaging, hygiene and disposable products, construction, transportation, electronics, durable assembly, woodworking, flooring, composites and renewable energy.