Silvercrest Asset Management Group Reduces $4M in H.B. Fuller Company ($FUL)

Silvercrest reduced its holdings in H.B. Fuller by 8.07%, now holding 743,841 shares.

Editorial illustration for H.B. Fuller Company (FUL)

Key Points

  • Silvercrest Asset Management reduced its stake in H.B. Fuller by 65,324 shares, an 8.07% decrease, now holding 743,841 shares.
  • H.B. Fuller has a market cap of $3.47 billion, a P/E ratio of 22.02, and its shares recently traded at $63.63.
  • Insiders bought shares recently, and analysts have maintained various ratings, with Citigroup setting a $70 target.

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Silvercrest Asset Management Group recently reduced its stake in H.B. Fuller Company (NYSE:FUL) by 65,324 shares. This 8.07% decrease brings their total holdings to 743,841 shares, valued at approximately $47.3 million. The changes were disclosed in a Form 13F filing with the SEC, reflecting positions as of the end of the reporting period.

What Changed in Silvercrest's H.B. Fuller Position

Silvercrest trimmed its holdings in H.B. Fuller from 809,165 shares to 743,841 shares, marking a reduction of 65,324 shares. This adjustment reflects an 8.07% decrease in their position, with the investment valued at around $47.3 million at the time of the filing.

Other Institutional Activity in H.B. Fuller

BlackRock, Inc. increased its holdings by 69,691 shares, ending with 8,030,601 shares valued at about $495.3 million. Vanguard Portfolio Management LLC added 3,748,204 shares, bringing its total to the same number, with a value of approximately $231.2 million. State Street Corp grew its stake by 30,090 shares, holding now 2,756,241 shares worth $170 million. Dimensional Fund Advisors LP boosted its position by 132,558 shares, ending with 2,608,006 shares valued at $160.9 million. Meanwhile, Capital World Investors added 5,163 shares, holding 2,593,465 shares valued at about $160 million.

H.B. Fuller Company Stock Up 14.1%

Shares of H.B. Fuller (NYSE:FUL) recently traded at $63.63. The company has a market cap of $3.47 billion and a P/E ratio of 22.02. Its forward P/E stands at 12.37, with a beta of 0.962. The stock's 52-week range spans from $48.71 to $68.63. It has a 50-day moving average of $61.16 and a 200-day moving average of $60.37. The company's current ratio is 1.92, with a quick ratio of 0.96 and a debt-to-equity ratio of 107.91.

Year to date

$FUL stock price

Daily closing prices, year to date. Not investment advice.

Recent Earnings

In its most recent quarter, H.B. Fuller reported revenue of approximately $3.46 billion, although this represented a slight decline of 2.3% year-over-year. The company's net margin was 4.62%, with a return on equity of 8.32%. Earnings per share came in at $2.89. The next earnings report is expected on June 24, 2026.

Dividend

H.B. Fuller offers an annual dividend rate of $0.98, yielding 1.54% at the current share price. The dividend payout ratio is 32.53%, indicating a sustainable dividend policy.

Insider Buying and Selling at H.B. Fuller Company

Several insiders recently bought shares of H.B. Fuller. Executive VP and CFO John Corkrean purchased 211 shares at $59.88 on June 5, 2026. Heather Campe, Sr. VP of International Growth, also acquired 37 shares at the same price on the same day. On May 29, 2026, Daniel Florness bought 343 shares, Michael Happe acquired 429 shares, Ruth Kimmelshue purchased 515 shares, and Thomas Handley bought 536 shares, all at $64.08.

Analysts Set New Price Targets

On May 27, 2026, JP Morgan upgraded H.B. Fuller to a hold rating with a price target of $58. Citigroup has maintained its buy rating several times, with targets ranging from $67 to $76, the latest being $70 on March 30, 2026. UBS maintained a hold rating with a target of $63 on March 27, 2026. Overall, the consensus recommendation is a buy, with an average target price of $70.43 among seven analysts.

About H.B. Fuller Company

H.B. Fuller Company, headquartered in Saint Paul, Minnesota, is a global specialty chemicals company. It creates adhesives, sealants, and other related products for a variety of industries. The company operates in three segments: Hygiene, Health and Consumable Adhesives; Engineering Adhesives; and Building Adhesive Solutions. Founded in 1887, H.B. Fuller has about 7,100 employees and serves customers worldwide.

Bottom Line

Silvercrest Asset Management's trimming of its H.B. Fuller stake is part of the regular portfolio adjustments tracked through 13F filings, which are backward-looking and may not reflect current positions. Investors watch these filings for insights into institutional investor sentiment. H.B. Fuller remains a key player in the specialty chemicals sector, with solid fundamentals and active insider buying.

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