AZZ
AZZ INC
$150.89
+0.49%
$4.5B
No data for this timeframe.
Vol
Market Cap$4.5B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity17 buys / 10 sells
Reddit Sentiment50° Neutral
SEC Reports6
Recent Activity
Jun 3, 2026
Insider
Crawford Jason acquired via exercise 1,803 shares
Chief Financial Officer
Jun 3, 2026
Insider
Crawford Jason surrendered for taxes 717 shares
Chief Financial Officer @ $136.87 ($98.1K)
May 31, 2026
Insider
Stovall Bryan Lee surrendered for taxes 3,592 shares
COO - Metal Coatings @ $134.24 ($482.2K)
May 28, 2026
SEC
AZZ Inc. filed an 8-K furnishing an investor presentation deck that reiterates its FY2027 guidance: sales of $1.725-$1.7
8-K — Impact 4/10
May 26, 2026
SEC
AZZ Inc. filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual Sharehol
DEFA14A — Impact 2/10
May 8, 2026
SEC
AZZ amended its credit agreement on May 7, 2026, replacing its $400M revolving credit facility with a new $400M facility
8-K — Impact 5/10
Inst.
Capital International Investors — TRIM
1,439,850 shares ($180.2M)
Inst.
Capital World Investors — NEW
490,109 shares ($61.3M)
Price Targets
$161.67
+7.1% upside
Buy
Current $150.89
Low $138.00
Median $165.00
High $200.00
9 analysts
$138.00
$200.00
Analyst Ratings
3Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| Apr 24, 2026 | Baird | MAINTAIN | Neutral → Neutral |
| Mar 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Mar 2, 2026 | Wells Fargo | DOWNGRADE | Overweight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.69 ▼ -7.1% | $1.57 — $1.87 | -5% YoY | 9 |
| Next Q | $1.84 ▲ +3.2% | $1.78 — $1.90 | 19% YoY | 9 |
| Current FY | $6.84 ▲ +0.9% | $6.75 — $6.97 | 10% YoY | 10 |
| Next FY | $7.63 ▲ +1.8% | $7.21 — $7.92 | 12% YoY | 8 |
Latest Reports
NEUTRAL
8-K
4/10
AZZ Inc. filed an 8-K furnishing an investor presentation deck that reiterates its FY2027 guidance: sales of $1.725-$1.7
May 28, 2026
NEUTRAL
DEFA14A
2/10
AZZ Inc. filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its 2026 Annual Sharehol
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $553.8M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $225.4M | — |
| FMR LLC | $200.6M | — |
| Capital International Investors | $180.2M | TRIM |
| VANGUARD CAPITAL MANAGEMENT LLC | $167.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Crawford Jason | M | $0.00 |
| Jun 3, 2026 | Crawford Jason | F | $98.1K |
| May 31, 2026 | Stovall Bryan | F | $482.2K |
| May 31, 2026 | Stovall Bryan | M | $0.00 |
| Apr 28, 2026 | Bella Todd | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $2.4B total value (19,069,359 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 17 institutions added/increased vs 10 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,425,694 | $553.8M | 23.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,801,661 | $225.4M | 9.5% | — |
| 3 | FMR LLC | 1,603,350 | $200.6M | 8.4% | — |
| 4 | Capital International Investors | 1,439,850 | $180.2M | 7.6% | TRIM -28.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1,339,151 | $167.6M | 7.0% | — |
| 6 | STATE STREET CORP | 1,132,305 | $141.7M | 5.9% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,064,757 | $133.2M | 5.6% | — |
| 8 | MORGAN STANLEY | 650,696 | $81.4M | 3.4% | — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 523,173 | $65.5M | 2.7% | ADD +93.2% |
| 10 | Capital World Investors | 490,109 | $61.3M | 2.6% | NEW |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 366,384 | $45.8M | 1.9% | — |
| 12 | GAMCO INVESTORS, INC. ET AL | 363,371 | $45.5M | 1.9% | TRIM -27.3% |
| 13 | Invesco Ltd. | 332,947 | $41.7M | 1.7% | — |
| 14 | BANK OF AMERICA CORP /DE/ | 285,860 | $35.8M | 1.5% | — |
| 15 | FEDERATED HERMES, INC. | 285,800 | $35.8M | 1.5% | — |
| 16 | AMERIPRISE FINANCIAL INC | 249,819 | $31.3M | 1.3% | DOUBLED +148.3% |
| 17 | TWO SIGMA INVESTMENTS, LP | 226,654 | $28.4M | 1.2% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 208,079 | $26.0M | 1.1% | — |
| 19 | Allspring Global Investments Holdings, LLC | 196,964 | $24.9M | 1.0% | ADD +78.3% |
| 20 | KING LUTHER CAPITAL MANAGEMENT CORP | 183,415 | $23.0M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital International Investors | TRIM | 2,009,812 | 1,439,850 | -28.4% | $180.2M | 2026-Q1 |
| Capital World Investors | NEW | — | 490,109 | — | $61.3M | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | TRIM | 499,565 | 363,371 | -27.3% | $45.5M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 100,617 | 249,819 | +148.3% | $31.3M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 67,786 | 102,027 | +50.5% | $12.8M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 129,143 | 96,123 | -25.6% | $12.0M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | DOUBLED | 33,683 | 88,273 | +162.1% | $11.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 50,516 | 65,002 | +28.7% | $8.1M | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 459 | 39,003 | +8397.4% | $4.9M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 2,747 | 29,083 | +958.7% | $3.6M | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | ADD | 16,306 | 27,823 | +70.6% | $3.5M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 12,692 | 27,373 | +115.7% | $3.4M | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | TRIM | 30,025 | 22,514 | -25.0% | $2.8M | 2026-Q1 |
| Horizon Investments, LLC | ADD | 9,218 | 14,050 | +52.4% | $1.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 382 | 13,021 | +3308.6% | $1.6M | 2026-Q1 |
| Amundi | ADD | 6,545 | 10,547 | +61.1% | $1.3M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | ADD | 4,468 | 7,914 | +77.1% | $990.3K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 18,019 | 5,340 | -70.4% | $668.2K | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. | ADD | 2,551 | 3,600 | +41.1% | $450.4K | 2026-Q1 |
| Lido Advisors, LLC | ADD | 2,633 | 3,438 | +30.6% | $430.2K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 3,886 | 2,909 | -25.1% | $367.6K | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 3,307 | 2,269 | -31.4% | $283.9K | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 2,758 | 1,773 | -35.7% | $221.9K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 513 | 819 | +59.6% | $102.5K | 2026-Q1 |
| Allworth Financial LP | ADD | 44 | 62 | +40.9% | $7.8K | 2026-Q1 |
6 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Crawford Jason | Chief Financial Officer | EXERCISE | 1,803 | — | — |
| Jun 3, 2026 | Crawford Jason | Chief Financial Officer | TAX W/H | 717 | $136.87 | $98.1K |
| May 31, 2026 | Stovall Bryan Lee | COO - Metal Coatings | TAX W/H | 3,592 | $134.24 | $482.2K |
| May 31, 2026 | Stovall Bryan Lee | COO - Metal Coatings | EXERCISE | 9,017 | — | — |
| Apr 28, 2026 | Bella Todd Michael | President-Metal Coatings | EXERCISE | 637 | — | — |
| Apr 28, 2026 | Bella Todd Michael | President-Metal Coatings | TAX W/H | 210 | $141.58 | $29.7K |
| Apr 28, 2026 | Bella Todd Michael | President-Metal Coatings | EXERCISE | 3,512 | — | — |
| Apr 28, 2026 | Stovall Bryan Lee | COO - Metal Coatings | EXERCISE | 1,909 | — | — |
| Apr 28, 2026 | FERGUSON THOMAS E | President and CEO | EXERCISE | 49,554 | — | — |
| Apr 28, 2026 | Crawford Jason | Chief Financial Officer | EXERCISE | 1,114 | — | — |
| Apr 28, 2026 | Crawford Jason | Chief Financial Officer | TAX W/H | 449 | $141.58 | $63.6K |
| Apr 28, 2026 | Crawford Jason | Chief Financial Officer | EXERCISE | 6,147 | — | — |
| Apr 28, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | EXERCISE | 936 | — | — |
| Apr 28, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | TAX W/H | 427 | $141.58 | $60.5K |
| Apr 28, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | EXERCISE | 5,164 | — | — |
| Apr 28, 2026 | Mackey Tara D | Chief Legal Officer | TAX W/H | 582 | $141.58 | $82.4K |
| Apr 28, 2026 | Mackey Tara D | Chief Legal Officer | EXERCISE | 9,706 | — | — |
| Apr 28, 2026 | Mackey Tara D | Chief Legal Officer | EXERCISE | 1,759 | — | — |
| Apr 28, 2026 | Stovall Bryan Lee | COO - Metal Coatings | TAX W/H | 632 | $141.58 | $89.5K |
| Apr 28, 2026 | FERGUSON THOMAS E | President and CEO | TAX W/H | 3,622 | $141.58 | $512.8K |
| Apr 28, 2026 | FERGUSON THOMAS E | President and CEO | EXERCISE | 8,978 | — | — |
| Apr 28, 2026 | Stovall Bryan Lee | COO - Metal Coatings | EXERCISE | 10,537 | — | — |
| Apr 27, 2026 | Bella Todd Michael | President-Metal Coatings | AWARD | 1,010 | — | — |
| Apr 27, 2026 | Crawford Jason | Chief Financial Officer | AWARD | 2,430 | — | — |
| Apr 27, 2026 | Bella Todd Michael | President-Metal Coatings | AWARD | 1,009 | — | — |
| Apr 27, 2026 | Crawford Jason | Chief Financial Officer | AWARD | 2,430 | — | — |
| Apr 27, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | AWARD | 1,818 | — | — |
| Apr 27, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | AWARD | 1,818 | — | — |
| Apr 27, 2026 | Mackey Tara D | Chief Legal Officer | AWARD | 1,892 | — | — |
| Apr 27, 2026 | Mackey Tara D | Chief Legal Officer | AWARD | 1,891 | — | — |
| Apr 27, 2026 | FERGUSON THOMAS E | President and CEO | AWARD | 12,029 | — | — |
| Apr 27, 2026 | FERGUSON THOMAS E | President and CEO | AWARD | 12,028 | — | — |
| Apr 25, 2026 | Bella Todd Michael | President-Metal Coatings | EXERCISE | 324 | — | — |
| Apr 25, 2026 | Bella Todd Michael | President-Metal Coatings | TAX W/H | 120 | $144.78 | $17.4K |
| Apr 25, 2026 | Crawford Jason | Chief Financial Officer | EXERCISE | 971 | — | — |
| Apr 25, 2026 | Crawford Jason | Chief Financial Officer | TAX W/H | 386 | $144.78 | $55.9K |
| Apr 25, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | EXERCISE | 734 | — | — |
| Apr 25, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | TAX W/H | 331 | $144.78 | $47.9K |
| Apr 25, 2026 | Mackey Tara D | Chief Legal Officer | EXERCISE | 930 | — | — |
| Apr 25, 2026 | Mackey Tara D | Chief Legal Officer | TAX W/H | 304 | $144.78 | $44.0K |
| Apr 25, 2026 | FERGUSON THOMAS E | President and CEO | EXERCISE | 5,749 | — | — |
| Apr 25, 2026 | FERGUSON THOMAS E | President and CEO | TAX W/H | 2,292 | $144.78 | $331.8K |
| Apr 25, 2026 | Stovall Bryan Lee | COO - Metal Coatings | TAX W/H | 336 | $144.78 | $48.6K |
| Apr 25, 2026 | Stovall Bryan Lee | COO - Metal Coatings | EXERCISE | 1,029 | — | — |
| Apr 24, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | EXERCISE | 873 | — | — |
| Apr 24, 2026 | Vellines Jeffrey | Pres & COO - Precoat Metals | TAX W/H | 392 | $143.33 | $56.2K |
| Apr 24, 2026 | FERGUSON THOMAS E | President and CEO | EXERCISE | 5,602 | — | — |
| Apr 24, 2026 | FERGUSON THOMAS E | President and CEO | EXERCISE | 5,563 | — | — |
| Apr 24, 2026 | FERGUSON THOMAS E | President and CEO | TAX W/H | 2,203 | $143.33 | $315.8K |
| Apr 24, 2026 | Crawford Jason | Chief Financial Officer | EXERCISE | 940 | — | — |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 4.2/10.
NEUTRAL
8-K
4/10
AZZ Inc. filed an 8-K furnishing an investor presentation deck that reiterates its FY2027 guidance:
May 28, 2026
NEUTRAL
DEFA14A
2/10
AZZ Inc. filed a DEFA14A (additional definitive proxy soliciting materials) providing notice of its
May 26, 2026
BULLISH
8-K
5/10
AZZ amended its credit agreement on May 7, 2026, replacing its $400M revolving credit facility with
May 8, 2026
BULLISH
8-K
8/10
AZZ reported Q4 FY2026 earnings with revenue of $385.1M (9.4% YoY growth) and adjusted EPS of $1.34
Apr 22, 2026
NEUTRAL
8-K/A
3/10
AZZ Inc. filed an 8-K/A to disclose the compensation details for Todd Bella, who was appointed Presi
Mar 5, 2026
NEUTRAL
8-K
3/10
AZZ Inc. announced the retirement of long-time Chairman Daniel Feehan, who served since 2000 and as
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (60% buy). Based on 15 analysts: 3 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$161.67 mean target
+7.1% upside
Buy (3.00)
$138.00 Low
$200.00 High
| Metric | Value |
|---|---|
| Current Price | $150.89 |
| Target Low | $138.00 |
| Target Mean | $161.67 |
| Target Median | $165.00 |
| Target High | $200.00 |
| # Analysts | 9 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$1.69 | $1.57 | $1.87 | -5.2% | -7.1% | 1↑ 4↓ | $0.4B | 3.0% | 9 |
| Next Q 2026-08-31 |
$1.84 | $1.78 | $1.90 | 19.0% | +3.2% | 5↑ 0↓ | $0.4B | 7.2% | 9 |
| Current FY 2027-02-28 |
$6.84 | $6.75 | $6.97 | 10.5% | +0.9% | 7↑ 3↓ | $1.7B | 6.1% | 10 |
| Next FY 2028-02-29 |
$7.63 | $7.21 | $7.92 | 11.6% | +1.8% | 5↑ 0↓ | $1.8B | 4.8% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.688 | |
| 7d ago | $1.816 | -0.128 |
| 30d ago | $1.816 | -0.128 |
| 60d ago | $1.808 | -0.120 |
| 90d ago | $1.783 | -0.096 |
4 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 27, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Apr 24, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Mar 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 2, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| May 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Apr 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Mar 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Jan 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 13, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
DRAM IT IN MY AZZ
▲ 1
💬 0
⚡ 0.5
$D-RAM IT IN MY $AZZ
▲ 1
💬 0
⚡ 0.5
Apr 22, 2026
earnings_calendar
AZZ Q4 2026 Earnings After Market Close — 2026-04-22
Feb 24, 2026
short_interest
FTD: AZZ — 5,032 shares ($0.7M) failed to deliver
Settlement: 20260224, Price: $134.43, FTD Value: $676,451.76, AZZ INC COM