CSW
CSW INDUSTRIALS, INC.
$272.07
-0.93%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$3.0B
Inst. Activity10 buys / 10 sells
Insider Activity1B / 7S
Insider Net $-$2.0M
Reddit Sentiment67° Warm
SEC Reports6
Press Releases1
Recent Activity
Jun 12, 2026
SEC
A powerful institutional cluster formed in CSW during Q3 2024, with 19 buyers accumulating $322.4M in net new positions
INST-CLUSTER — Impact 6/10
Jun 11, 2026
SEC
In Q3 2025, two passive mega-managers (Morgan Stanley, Wells Fargo) added $23.2M in CSW, while four institutional seller
INST-CLUSTER — Impact 3/10
Jun 5, 2026
SEC
CSW Industrials reported fiscal Q4 2026 revenue of $309.0M (+34.0% YoY), a record, driven by acquisitions and a return t
8-K — Impact 6/10
May 29, 2026
Insider
Ash Darron K disposed of 660.721 shares
Director
May 27, 2026
Insider
Armes Joseph B sold 1,500 shares
Chairman, President & CEO @ $283.94 ($425.9K)
May 26, 2026
earnings
CSW Industrials Reports Robust Fiscal 2026 Fourth Quarter with Record Quarterly and Full Year Results; Contractor Solutions Segment Returns to Positive Organic Growth in Fourth Quarter
<p align="justify">DALLAS, May 26, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW or th
May 6, 2026
Insider
Armes Joseph B was granted 9,836 shares
Chairman, President & CEO
Inst.
WASATCH ADVISORS LP — ADD
873,659 shares ($227.7M)
Price Targets
$324.57
+19.3% upside
Buy
Current $272.07
Low $285.00
Median $315.00
High $378.00
7 analysts
$285.00
$378.00
Analyst Ratings
2Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 27, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| May 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| Feb 18, 2026 | Baird | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.46 ▲ +0.8% | $3.35 — $3.79 | 42% YoY | 7 |
| Next Q | $3.46 ▼ -1.2% | $3.22 — $3.84 | 17% YoY | 7 |
| Current FY | $12.03 ▲ +2.7% | $11.20 — $13.13 | 16% YoY | 7 |
| Next FY | $13.19 ▲ +1.4% | $12.25 — $14.35 | 10% YoY | 6 |
Latest Reports
BULLISH
INST-CLUSTER
6/10
A powerful institutional cluster formed in CSW during Q3 2024, with 19 buyers accumulating $322.4M in net new positions
Jun 12, 2026
MIXED
INST-CLUSTER
3/10
In Q3 2025, two passive mega-managers (Morgan Stanley, Wells Fargo) added $23.2M in CSW, while four institutional seller
Jun 11, 2026
NEUTRAL
Press
3/10
CSW Industrials announced a 11% increase in its quarterly dividend to $0.30 per share, marking the seventh consecutive d
Apr 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $622.9M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $233.9M | — |
| WASATCH ADVISORS LP | $227.7M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $190.9M | — |
| Capital World Investors | $186.6M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Ash Darron | J | $0.00 |
| May 27, 2026 | Armes Joseph | SELL | $425.9K |
| May 6, 2026 | Armes Joseph | A | $0.00 |
| May 6, 2026 | UNDERWOOD JEFF | A | $0.00 |
| May 6, 2026 | Garde Danielle | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $3.0B total value (11,462,499 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, WASATCH.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,390,437 | $622.9M | 20.8% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 897,656 | $233.9M | 7.8% | — |
| 3 | WASATCH ADVISORS LP | 873,659 | $227.7M | 7.6% | ADD +31.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 732,553 | $190.9M | 6.4% | — |
| 5 | Capital World Investors | 716,049 | $186.6M | 6.2% | TRIM -32.0% |
| 6 | STATE STREET CORP | 641,096 | $167.1M | 5.6% | — |
| 7 | MORGAN STANLEY | 595,448 | $155.2M | 5.2% | ADD +39.5% |
| 8 | FIRST TRUST ADVISORS LP | 437,462 | $114.0M | 3.8% | ADD +28.1% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 375,433 | $97.8M | 3.3% | — |
| 10 | Neuberger Berman Group LLC | 371,863 | $96.9M | 3.2% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 306,350 | $79.8M | 2.7% | — |
| 12 | CONGRESS ASSET MANAGEMENT CO | 252,348 | $65.8M | 2.2% | — |
| 13 | GOLDMAN SACHS GROUP INC | 196,748 | $51.3M | 1.7% | — |
| 14 | Capital International Investors | 190,046 | $49.5M | 1.7% | ADD +50.6% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 175,529 | $45.7M | 1.5% | — |
| 16 | Invesco Ltd. | 171,377 | $44.7M | 1.5% | DOUBLED +144.3% |
| 17 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 141,880 | $37.0M | 1.2% | — |
| 18 | Allspring Global Investments Holdings, LLC | 131,241 | $34.2M | 1.1% | TRIM -28.7% |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 130,057 | $33.9M | 1.1% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 119,743 | $31.2M | 1.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | ADD | 666,473 | 873,659 | +31.1% | $227.7M | 2026-Q1 |
| Capital World Investors | TRIM | 1,052,480 | 716,049 | -32.0% | $186.6M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 70,144 | 171,377 | +144.3% | $44.7M | 2026-Q1 |
| Capital Research Global Investors | NEW | — | 86,925 | — | $22.7M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 61,652 | 81,603 | +32.4% | $21.3M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 412 | 81,023 | +19565.8% | $21.1M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 53,131 | 21,968 | -58.7% | $5.7M | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | DOUBLED | 1,095 | 3,500 | +219.6% | $1.1M | 2026-Q1 |
| State of Tennessee, Department of Treasury | TRIM | 5,861 | 3,769 | -35.7% | $982.1K | 2026-Q1 |
| Amundi | ADD | 2,611 | 3,273 | +25.4% | $852.9K | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 213,697 | 3,083 | -98.6% | $803.3K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 1,689 | 2,931 | +73.5% | $763.8K | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 901 | 1,629 | +80.8% | $424.5K | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 2,088 | 1,318 | -36.9% | $343.4K | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | TRIM | 1,818 | 1,104 | -39.3% | $287.6K | 2026-Q1 |
| Swiss Life Asset Management Ltd | TRIM | 1,495 | 1,060 | -29.1% | $276.2K | 2026-Q1 |
| STRS OHIO | TRIM | 1,300 | 900 | -30.8% | $234.5K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 194 | 260 | +34.0% | $67.8K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 6,231 | 73 | -98.8% | $19.0K | 2026-Q1 |
| NORGES BANK | EXIT | 294,434 | 0 | -100.0% | $0.00 | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 298,298 | 382,174 | +28.1% | $112.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 294,434 | — | $86.4M | 2025-Q4 |
| Capital International Investors | ADD | 150,299 | 226,298 | +50.6% | $66.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,954 | 213,697 | +10836.4% | $62.7M | 2025-Q4 |
| Allspring Global Investments Holdings, LLC | TRIM | 197,112 | 140,530 | -28.7% | $41.5M | 2025-Q4 |
8 unique insiders with 39 transactions. Net insider value: -$2.0M ($77.0K bought, $2.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Ash Darron K | Director | J | 660.721 | — | — |
| May 27, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $283.94 | $425.9K |
| May 6, 2026 | Armes Joseph B | Chairman, President & CEO | AWARD | 9,836 | — | — |
| May 6, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | AWARD | 1,808 | — | — |
| May 6, 2026 | Garde Danielle | SVP, Chief People Officer | AWARD | 1,049 | — | — |
| May 6, 2026 | Alverson Luke | SVP, GC & Secretary | AWARD | 1,049 | — | — |
| May 6, 2026 | Perry James E | EVP, CFO | AWARD | 1,808 | — | — |
| May 1, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 1,007 | $289.57 | $291.6K |
| Apr 26, 2026 | Armes Joseph B | Chairman, President & CEO | TAX W/H | 12,394 | $296.18 | $3.7M |
| Apr 15, 2026 | Sullivan Don | EVP, Chief Strategy Officer | SELL | 166 | $300.26 | $49.8K |
| Apr 15, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $286.77 | $430.2K |
| Apr 9, 2026 | WANG FANG | VP, Chief Accounting Officer | AWARD | 211 | — | — |
| Apr 7, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 1,007 | $266.11 | $268.0K |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | EXERCISE | 5,870 | — | — |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | TAX W/H | 2,333 | $260.34 | $607.4K |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | EXERCISE | 3,037 | — | — |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | EXERCISE | 616 | — | — |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | TAX W/H | 174 | $260.34 | $45.3K |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | EXERCISE | 311 | — | — |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | EXERCISE | 2,127 | — | — |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | TAX W/H | 851 | $260.34 | $221.5K |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | EXERCISE | 1,097 | — | — |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | EXERCISE | 23,968 | — | — |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | EXERCISE | 12,422 | — | — |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | EXERCISE | 3,172 | — | — |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | TAX W/H | 1,264 | $260.34 | $329.1K |
| Apr 2, 2026 | Perry James E | EVP, CFO | TAX W/H | 2,321 | $260.34 | $604.2K |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | TAX W/H | 1,333 | $260.34 | $347.0K |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | EXERCISE | 1,731 | — | — |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | EXERCISE | 1,639 | — | — |
| Apr 2, 2026 | Perry James E | EVP, CFO | EXERCISE | 5,870 | — | — |
| Apr 2, 2026 | Perry James E | EVP, CFO | EXERCISE | 3,037 | — | — |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | EXERCISE | 3,347 | — | — |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | TAX W/H | 16,284 | $260.34 | $4.2M |
| Mar 23, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $270.11 | $405.2K |
| Mar 13, 2026 | Ash Darron K | Director | BUY | 300 | $256.62 | $77.0K |
| Feb 11, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 500 | $316.02 | $158.0K |
| Feb 11, 2026 | Alverson Luke | SVP, GC & Secretary | GIFT | 160 | — | — |
| Feb 11, 2026 | Perry James E | EVP, CFO | GIFT | 1,000 | — | — |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 2 mixed, 2 neutral. Avg impact: 4.2/10.
BULLISH
INST-CLUSTER
6/10
A powerful institutional cluster formed in CSW during Q3 2024, with 19 buyers accumulating $322.4M i
Jun 12, 2026
MIXED
INST-CLUSTER
3/10
In Q3 2025, two passive mega-managers (Morgan Stanley, Wells Fargo) added $23.2M in CSW, while four
Jun 11, 2026
MIXED
8-K
6/10
CSW Industrials reported fiscal Q4 2026 revenue of $309.0M (+34.0% YoY), a record, driven by acquisi
Jun 5, 2026
NEUTRAL
144
2/10
Joseph B. Armes, a director of CSW Industrials, filed a Form 144 to sell 1,500 shares with an estima
May 27, 2026
BEARISH
PRESS-RELEASE
6/10
CSW Industrials reported fiscal Q4 2026 GAAP EPS of $1.22, a 41.1% decline YoY and a 47.9% miss vs t
May 26, 2026
NEUTRAL
144
2/10
Joseph B. Armes, an affiliate of CSW Industrials, Inc., filed a Form 144 to notify intent to sell 1,
Apr 15, 2026
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 2 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$324.57 mean target
+19.3% upside
Buy (3.00)
$285.00 Low
$378.00 High
| Metric | Value |
|---|---|
| Current Price | $272.07 |
| Target Low | $285.00 |
| Target Mean | $324.57 |
| Target Median | $315.00 |
| Target High | $378.00 |
| # Analysts | 7 |
| 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 2026-06-30 |
$3.46 | $3.35 | $3.79 | 42.5% | +0.8% | 0↑ 3↓ | $0.3B | 30.0% | 7 |
| Next Q 2026-09-30 |
$3.46 | $3.22 | $3.84 | 17.0% | -1.2% | 1↑ 1↓ | $0.3B | 24.7% | 7 |
| Current FY 2027-03-31 |
$12.03 | $11.20 | $13.13 | 15.9% | +2.7% | 5↑ 1↓ | $1.3B | 17.1% | 7 |
| Next FY 2028-03-31 |
$13.19 | $12.25 | $14.35 | 9.6% | +1.4% | 3↑ 1↓ | $1.3B | 4.1% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.463 | |
| 7d ago | $3.435 | +0.027 |
| 30d ago | $3.435 | +0.027 |
| 60d ago | $3.471 | -0.008 |
| 90d ago | $3.488 | -0.026 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 27, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 18, 2026 | Baird | INITIATE | — | Outperform |
| Feb 2, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 2, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Jan 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 12, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 17, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Dec 15, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Jan 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 26, 2026
earnings
CSW Industrials Reports Robust Fiscal 2026 Fourth Quarter with Record Quarterly and Full Year Results; Contractor Solutions Segment Returns to Positive Organic Growth in Fourth Quarter
<p align="justify">DALLAS, May 26, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW or the "Company") today reported results for the fiscal
May 26, 2026
earnings_calendar
CSW Q4 2026 Earnings Before Market Open — 2026-05-26
May 12, 2026
routine
CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
<p align="justify">DALLAS, May 12, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW) today announced the promotion of Jeff Underwood to Exe
Apr 2, 2026
dividend
CSW Industrials Increases Quarterly Dividend by 11% to $0.30 Per Share and Repurchases $35M in Shares During the Fiscal Fourth Quarter of 2026
<p align="justify">DALLAS, April 02, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW) announced today that its Board of Directors has decl
Mar 12, 2026
other
CSW Industrials Deploys $25.8 Million of Investment Capital in Contractor Solutions Segment
<p align="justify"><strong>Investment Highlights</strong></p>
Feb 17, 2026
short_interest
FTD: CSW — 3,674 shares ($1.1M) failed to deliver
Settlement: 20260217, Price: $309.48, FTD Value: $1,137,029.52, CSW INDUSTRIALS INC
Feb 12, 2026
short_interest
FTD: CSW — 2,360 shares ($0.8M) failed to deliver
Settlement: 20260212, Price: $322.01, FTD Value: $759,943.6, CSW INDUSTRIALS INC