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FUL · NYSE · Chemicals - Specialty

H.B. Fuller (FUL)

Formulator of industrial adhesives and sealants for consumer, engineering and building applications.

$51.17
vs last close+1.54 (+3.10%)
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H.B. Fuller CompanyFUL
Materials

Formulates and sells industrial adhesives, sealants and coatings for packaging, hygiene, medical, transportation, electronics and construction applications through three global segments. A largely regional manufacturing network serves a diversified customer base, while margins remain sensitive to petroleum- and natural-gas-derived feedstocks.

Formulates adhesives, sealants, coatings and other specialty chemicals through Hygiene, Health and Consumable Adhesives, Engineering Adhesives, and Building Adhesive Solutions. The portfolio serves packaging and converting, hygiene and medical products, electronics, transportation, aerospace, clean energy, roofing, building-envelope, insulated-glass, woodworking and composite applications. Sales operations span North America, Europe, Latin America, Asia-Pacific, India, the Middle East and Africa, with most products made within the region where they are sold.

Competes through formulation breadth, consistent supply, technical support and customer-specific product development. The business sells mainly from its own manufacturing and distribution sites, supplemented by distributors, and no single customer dominates revenue. Profitability depends heavily on petroleum- and natural-gas-derived raw materials, while chemical, environmental and workplace-safety rules shape product development and manufacturing.

Company facts

CEOCeleste B. Mastin
ListedFeb 21, 1973
ExchangeNYSE
HeadquartersSaint Paul, MN
CountryUnited States
Employees7,100
CIK0000039368
ISINUS3596941068

Market cap$2.67B
EPS (ttm)$3.37
P/E (ttm)14.73
ROE9.2%
P/B1.28
P/S0.7610
Dividend yieldDiv yield1.93%
Beta0.98vs XLB 1.26

Price target$67.00+35.0%Average of 15 analysts
ConsensusBuy9 of 15 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 26, 2026UBSTarget
Target: $71
Target: $69
Jun 26, 2026Raymond JamesTarget
Target:
Target: $67
Jun 26, 2026Goldman SachsTarget
Target:
Target: $67
Jun 26, 2026JP MorganUpgrade
Rating: Neutral
Rating: Overweight
Jun 17, 2026UBSReiterate
Rating: Target: $58
Rating: NeutralTarget: $71

Next report
Sep 23, 26
tomorrow
EPS estimate
$1.47
Revenue estimate
$945.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Mar '25Jun '25Sep '25Jan '26Mar '26Jun '26Sep '26
Reported$0.92$0.54$1.18$1.26$1.28$0.57$1.41Pending
Estimate$1.24$0.49$1.10$1.24$1.24$0.56$1.37$1.47
Surprise−25.8%+9.4%+7.3%+1.6%+3.2%+2.7%+2.9%

RevenueReportedEstimate

Jan '25Mar '25Jun '25Sep '25Jan '26Mar '26Jun '26Sep '26
Reported$923.3M$788.7M$898.1M$892.0M$894.8M$770.8M$950.3MPending
Estimate$814.3M$769.0M$900.0M$895.8M$902.5M$785.0M$924.8M$945.6M
Surprise+13.4%+2.6%−0.2%−0.4%−0.9%−1.8%+2.8%
Estimate$1.47
ReportedDue Sep 23, 2026
Estimate$945.6M
ReportedDue Sep 23, 2026
View details

Debt to equity99.50%
Current ratio179.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$917.9M$923.3M$788.7M$898.1M$892.0M$894.8M$770.8M$950.3M
Net income$55.4M−$7.4M$13.2M$41.8M$67.2M$29.7M$21.0M$67.8M
Net margin6.0%0.0%1.7%4.7%7.5%3.3%2.7%7.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$109.1M$86.6M$50.0M$102.2M$113.2M$112.8M$60.9M$122.8M
YoY growth+9.4%−26.7%−28.7%−0.9%+3.7%+30.2%+21.8%+20.2%

Balance sheet, May 30, 2026Cash & short-term investments $114.1M · Total debt $2.07B · Total assets $5.33B · Shareholders' equity $2.08B

Revenue
$950.3M
Operating income
$122.8M
Net income
$67.8M
View details

Dividend yield
1.93%
Next ex-date
Oct 30, 26
estimated · in 38 days
Annual dividend
$0.96
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Oct '24Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26
Dividend$0.2225$0.2225$0.235$0.235$0.235$0.235$0.245$0.245
Annual yield1.09%1.45%1.67%1.63%1.58%1.44%1.57%1.73%
Ex-dateOct 17Feb 6Apr 29Jul 31Oct 16Feb 5Apr 30Jul 30
Payment dateOct 31Feb 20May 13Aug 14Oct 30Feb 19May 14Aug 13
View details

Institutions105.14%56.55M shares
358 holders · as of Jun 30, 2026
Insiders0.43%233.4K shares
15 holders · as of Aug 18, 2026
Adds to105.57%

53.79M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 105.57%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.45%8.31Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.15%3.85Mas of Jun 30, 2026
State Street CorpInstitution
5.31%2.86Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.31%2.86Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.56%2.45Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 17, 2026Trangsrud Teresa J. Rasmussendirector+1,000$65.83
Aug 11, 2026Nathan D. Weaverofficer: Exec VP, Business Transform.−9,561$62.06
Apr 7, 2026Celeste Beeks Mastindirector, officer: President and CEO+5,170$57.08
Nov 13, 2025Nathan D. Weaverofficer: Exec VP, Business Transform.−7,075$58.38
Oct 27, 2025John J. Corkreanofficer: Executive VP and CFO−14,222$60.31
View details

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Compare

CompanyPriceChange
H.B. Fuller$51.17+3.10%$2.67B14.710.00.8+5.8%
RPM$100.30+1.30%$12.65B19.216.71.6+7.2%
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Dow$28.46+0.65%$20.42B15.00.5+19.7%
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Median21.716.71.6+7.2%