Stock Markets July 31, 2026 05:26 PM

Ferguson Shares Jump After S&P 500 Inclusion Is Announced

Index rebalancing places Ferguson in the S&P 500 while ADI Global Distribution is added to the SmallCap 600 ahead of a planned spin-off

By Sofia Navarro
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FERG EA REZI HTZ

Ferguson Enterprises saw its stock surge in after-hours trade after S&P Dow Jones Indices confirmed the industrial distributor will join the S&P 500 on August 5, replacing Electronic Arts. The change follows an investor consortium's announced acquisition of Electronic Arts. Separately, ADI Global Distribution will enter the S&P SmallCap 600 prior to August 4, tied to a planned spin-off from Resideo Technologies, while Hertz will be removed from the small-cap benchmark.

Ferguson Shares Jump After S&P 500 Inclusion Is Announced
FERG EA REZI HTZ
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Key Points

  • Ferguson Enterprises will join the S&P 500, replacing Electronic Arts, effective prior to the opening on August 5; Ferguson is classified in the Industrials sector.
  • The Electronic Arts removal follows an acquisition by a consortium including the Public Investment Fund, Silver Lake and Affinity Partners, with the deal expected to be completed soon pending final conditions.
  • ADI Global Distribution will be added to the S&P SmallCap 600 prior to the opening on August 4 as part of a spin-off from Resideo Technologies; ADI will replace Hertz in the index effective prior to the opening on August 5.

Shares of Ferguson Enterprises Inc. (NYSE:FERG) climbed sharply in after-hours trading Friday, rising about 8% after S&P Dow Jones Indices said the company will be added to the S&P 500.

The index manager indicated Ferguson will take the place of Electronic Arts Inc. (NASDAQ:EA) in the S&P 500 effective prior to the market open on Wednesday, August 5. The change coincides with an investor group made up of the Public Investment Fund, Silver Lake and Affinity Partners moving to acquire Electronic Arts in a transaction the announcement says is expected to close soon, subject to final conditions.

S&P additions often prompt buying from funds and exchange-traded funds that track the benchmark, since those vehicles must purchase shares of companies newly included in the index. Ferguson is classified in the Industrials sector under the Global Industry Classification Standard.


In a separate update, S&P Dow Jones Indices said ADI Global Distribution Inc. (NYSE:ADIG) will be added to the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, August 4. ADI is being spun off from S&P SmallCap 600 constituent Resideo Technologies Inc. (NYSE:REZI) in a transaction scheduled to be completed on August 4.

Following that change, ADI Global Distribution will replace Hertz Global Holdings Inc. (NASDAQ:HTZ) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, August 5. S&P Dow Jones Indices said Hertz is no longer representative of the small-cap market space.

The two announcements together reflect routine index maintenance tied to corporate transactions: a takeover prompting the removal of an S&P 500 constituent and a spin-off driving the addition and rebalancing of the SmallCap 600. Market participants that replicate these indices will adjust holdings according to the effective dates provided by S&P Dow Jones Indices.

Risks

  • The Electronic Arts acquisition is subject to final conditions - if the transaction does not close, the announced S&P 500 change could be affected. This impacts the Communications and Industrials sectors through index composition.
  • The ADI Global Distribution addition is contingent on the spin-off from Resideo Technologies being completed on August 4; any delay or alteration could change the planned SmallCap 600 rebalancing, affecting small-cap and distribution-sector exposure.
  • Hertz being removed from the S&P SmallCap 600 reflects that it is no longer representative of the small-cap space; this reclassification may have implications for funds and portfolios that track small-cap benchmarks.

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