January 12, 2026
Finance

H.B. Fuller Anticipated to Post Increased Q4 Earnings as Select Analysts Update Projections

Ahead of the January 14 earnings release, several leading analysts adjust their views on H.B. Fuller stock amid evolving market expectations

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Summary

H.B. Fuller Company is preparing to announce its fourth-quarter financial results on January 14 after market close. Analysts generally foresee an uptick in earnings per share compared with the previous year, though revenue expectations show mixed signals. In recent months, noted analysts have revised their ratings and price targets for H.B. Fuller, reflecting diverse perspectives on the company’s performance prospects.

Key Points

H.B. Fuller anticipates a rise in Q4 earnings per share to $1.21 from $0.92 in the prior year.
Quarterly revenue is projected to slightly decline to approximately $901.34 million from $923.28 million a year earlier.
Several prominent analysts have recently revised their ratings and price targets for H.B. Fuller, with some upgrading to Buy and others maintaining or lowering ratings.
The company recently appointed Celine Martin to its Board of Directors, indicating potential strategic or governance changes.
H.B. Fuller Company (NYSE: FUL), based in Saint Paul, Minnesota, is scheduled to disclose its earnings for the fourth quarter following the market close on Wednesday, January 14. Market consensus estimates suggest the company will report earnings per share (EPS) of approximately $1.21 for the period, marking an increase relative to the 92 cents reported in the corresponding quarter of the previous year. Meanwhile, revenue forecasts are somewhat varied, with expectations around $901.34 million, slightly under the $923.28 million recorded for the same interval last year, as per data from Benzinga Pro.

In corporate developments, the company announced the addition of Celine Martin to its Board of Directors on October 8, potentially signaling an effort to strengthen governance or strategic oversight.

Reflecting recent market activity, shares of H.B. Fuller experienced a rise of 3.5%, closing at $65.48 on the Friday preceding the earnings release.

Several financial analysts with strong track records have adjusted their ratings and price targets for H.B. Fuller in the months leading up to the earnings announcement. Their moves underscore differing interpretations of the company’s prospects amid industry and economic variables.

On October 22, 2025, Citigroup’s Patrick Cunningham upgraded the stock from Neutral to Buy, raising his price target from $62 to $70. Cunningham holds a reported analyst accuracy rate of 58%, indicating moderate historical consistency in forecasts.

Similarly, Michael Harrison of Seaport Global upgraded the rating from Neutral to Buy on September 26, 2025, assigning a higher price target of $80. Harrison’s accuracy rate stands at 60%. However, earlier in the year on March 5, 2025, Harrison had downgraded the stock from Buy to Neutral, highlighting some variability in outlook within the same firm.

Ghansham Panjabi at Baird maintained an Outperform rating and boosted the price target from $60 to $75 on June 27, 2025. Panjabi exhibits a notably higher accuracy rate of 77%, suggesting a strong track record in recommendation reliability.

Conversely, Jeffrey Zekauskas of JP Morgan preserved an Underweight rating while increasing the price target modestly from $50 to $54 on the same June date. Zekauskas’s accuracy rate is noted at 64%.

These differing analyst opinions reflect a range of perspectives on H.B. Fuller’s current valuation and future earnings potential. Potential investors and market watchers may consider these insights in conjunction with upcoming official financial disclosures.

H.B. Fuller’s stock is monitored closely within the materials sector, particularly given its significance in adhesives and specialty chemicals, sectors influenced by broader commodity trends and industrial demand cycles.

As the company publishes its quarterly results, the market will absorb actual performance data relative to these forecast revisions and strategic board changes. Observers should consider the inherent uncertainties linked to earnings outcomes, revenue trends, and evolving market conditions.

For those contemplating investment in H.B. Fuller prior to its earnings announcement, reviewing the spectrum of analyst forecasts and price target adjustments offers a nuanced backdrop against which to gauge potential risks and opportunities. Despite the company’s anticipated EPS growth, revenue projections indicate potential headwinds or market shifts warranting close attention.

In addition to fundamentals, investor focus may also extend to external factors and internal governance moves, such as the recent board appointment, which could affect corporate strategy and risk management going forward.

Overall, H.B. Fuller’s upcoming earnings report is poised to provide clearer insights into its operational health and financial trajectory, critical for assessing its investment proposition amid a complex industrial landscape.
Risks
  • Revenue forecasts indicate a possible decline year-over-year, suggesting potential market or operational challenges.
  • Analysts exhibit divergent views on the stock’s prospects, reflecting uncertainty about future performance.
  • Historical rating changes by analysts within the same firm suggest variable confidence in the company’s outlook.
  • Upcoming earnings results may differ from analyst expectations, introducing volatility in stock performance.
Disclosure
Education only / not financial advice
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