AZZ

AZZ INC

NYSE · Coating, Engraving & Allied Services · Inc. TX · CIK 0000008947
$137.90 +0.61% $4.1B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)
Vol
Market Cap$4.1B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders6 funds
Inst. Value$692.0M
Inst. Activity0 buys / 2 sells
Reddit Sentiment50° Neutral
SEC Reports4
Exchange NYSE·Sector Coating, Engraving & Allied Services·Inc. TX·CIK 0000008947·Prev Close $137.07

Recent Activity

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
Apr 28, 2026 Insider
Bella Todd Michael sold 637 shares
President-Metal Coatings @ $0.00 ($0.00)
Apr 28, 2026 Insider
Bella Todd Michael sold 210 shares
President-Metal Coatings @ $141.58 ($29.7K)
Apr 28, 2026 Insider
Bella Todd Michael sold 3,512 shares
President-Metal Coatings @ $0.00 ($0.00)
Apr 22, 2026 SEC
AZZ reported Q4 FY2026 earnings with revenue of $385.1M (9.4% YoY growth) and adjusted EPS of $1.34 (36.7% YoY growth),
8-K — Impact 8/10
Mar 5, 2026 SEC
AZZ Inc. filed an 8-K/A to disclose the compensation details for Todd Bella, who was appointed President of Metal Coatin
8-K/A — Impact 3/10
Inst.
TWO SIGMA INVESTMENTS, LP — EXIT
0 shares ($0.00)
Inst.
RENAISSANCE TECHNOLOGIES LLC — EXIT
0 shares ($0.00)

Price Targets

$161.67 +17.2% upside Buy
Current $137.90 Low $138.00 Median $165.00 High $200.00 9 analysts
$138.00 $200.00

Analyst Ratings

Buy60% buy · 15 analysts
3Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
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

PeriodEPS Est.RangeGrowth#
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

BULLISH 8-K 5/10
AZZ amended its credit agreement on May 7, 2026, replacing its $400M revolving credit facility with a new $400M facility
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 (36.7% YoY growth),
Apr 22, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$359.8M—
FMR LLC$170.3MTRIM
MORGAN STANLEY$82.7MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$39.1MNEW
BANK OF AMERICA CORP$34.6M—

Recent Insider Trades

DateInsiderTypeValue
Apr 28, 2026Bella ToddM$0.00
Apr 28, 2026Bella ToddF$29.7K
Apr 28, 2026Bella ToddM$0.00
Apr 28, 2026Bella ToddM$0.00
Apr 28, 2026Mackey TaraM$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
3 mentions 0 bullish 0 bearish
6 institutional holders with $692.0M total value (6,456,877 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 0 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC3,357,370$359.8M52.0%—
2FMR LLC1,589,064$170.3M24.6%TRIM -39.6%
3MORGAN STANLEY771,358$82.7M11.9%ADD +66.7%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC365,003$39.1M5.7%NEW
5BANK OF AMERICA CORP /DE/323,007$34.6M5.0%—
6WELLS FARGO & COMPANY/MN51,075$5.5M0.8%ADD +48.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPEXIT7,4280-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT14,2000-100.0%$0.002025-Q4
FMR LLCTRIM2,968,1241,792,718-39.6%$195.6M2025-Q3
WELLS FARGO & COMPANY/MNADD28,49242,283+48.4%$4.6M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM33,50014,200-57.6%$1.5M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM28,9317,428-74.3%$810.6K2025-Q3
NORGES BANKEXIT21,7440-100.0%$0.002025-Q3
MORGAN STANLEYADD421,820703,169+66.7%$66.4M2025-Q2
UBS Group AGTRIM92,20058,626-36.4%$5.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW—33,500—$3.2M2025-Q2
TWO SIGMA INVESTMENTS, LPNEW—28,931—$2.7M2025-Q2
NORGES BANKNEW—21,744—$2.1M2025-Q2
MORGAN STANLEYADD273,094421,820+54.5%$35.3M2025-Q1
UBS Group AGADD49,20492,200+87.4%$7.7M2025-Q1
NORGES BANKEXIT85,4760-100.0%$0.002025-Q1
NORGES BANKTRIM238,78185,476-64.2%$7.0M2024-Q4
UBS Group AGDOUBLED21,62849,204+127.5%$4.0M2024-Q4
CITADEL ADVISORS LLCADD11,30014,700+30.1%$1.2M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT50,5000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—402,486—$33.2M2024-Q3
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 28, 2026Bella Todd MichaelPresident-Metal CoatingsM637$0.00$0.00
Apr 28, 2026Bella Todd MichaelPresident-Metal CoatingsF210$141.58$29.7K
Apr 28, 2026Bella Todd MichaelPresident-Metal CoatingsM3,512$0.00$0.00
Apr 28, 2026Bella Todd MichaelPresident-Metal CoatingsM637$0.00$0.00
Apr 28, 2026Mackey Tara DChief Legal OfficerM1,759$0.00$0.00
Apr 28, 2026Stovall Bryan LeeCOO - Metal CoatingsM1,909$0.00$0.00
Apr 28, 2026FERGUSON THOMAS EPresident and CEOM49,554$0.00$0.00
Apr 28, 2026Crawford JasonChief Financial OfficerM1,114$0.00$0.00
Apr 28, 2026Crawford JasonChief Financial OfficerF449$141.58$63.6K
Apr 28, 2026Crawford JasonChief Financial OfficerM1,114$0.00$0.00
Apr 28, 2026Crawford JasonChief Financial OfficerM6,147$0.00$0.00
Apr 28, 2026Vellines JeffreyPres & COO - Precoat MetalsM936$0.00$0.00
Apr 28, 2026Vellines JeffreyPres & COO - Precoat MetalsF427$141.58$60.5K
Apr 28, 2026Vellines JeffreyPres & COO - Precoat MetalsM936$0.00$0.00
Apr 28, 2026Vellines JeffreyPres & COO - Precoat MetalsM5,164$0.00$0.00
Apr 28, 2026Mackey Tara DChief Legal OfficerF582$141.58$82.4K
Apr 28, 2026Mackey Tara DChief Legal OfficerM9,706$0.00$0.00
Apr 28, 2026Mackey Tara DChief Legal OfficerM1,759$0.00$0.00
Apr 28, 2026Stovall Bryan LeeCOO - Metal CoatingsF632$141.58$89.5K
Apr 28, 2026Stovall Bryan LeeCOO - Metal CoatingsM1,909$0.00$0.00
Apr 28, 2026FERGUSON THOMAS EPresident and CEOF3,622$141.58$512.8K
Apr 28, 2026FERGUSON THOMAS EPresident and CEOM8,978$0.00$0.00
Apr 28, 2026FERGUSON THOMAS EPresident and CEOM8,978$0.00$0.00
Apr 28, 2026Stovall Bryan LeeCOO - Metal CoatingsM10,537$0.00$0.00
Apr 27, 2026Bella Todd MichaelPresident-Metal CoatingsA1,010$0.00$0.00
Apr 27, 2026Crawford JasonChief Financial OfficerA2,430$0.00$0.00
Apr 27, 2026Bella Todd MichaelPresident-Metal CoatingsA1,009$0.00$0.00
Apr 27, 2026Crawford JasonChief Financial OfficerA2,430$0.00$0.00
Apr 27, 2026Vellines JeffreyPres & COO - Precoat MetalsA1,818$0.00$0.00
Apr 27, 2026Vellines JeffreyPres & COO - Precoat MetalsA1,818$0.00$0.00
Apr 27, 2026Mackey Tara DChief Legal OfficerA1,892$0.00$0.00
Apr 27, 2026Mackey Tara DChief Legal OfficerA1,891$0.00$0.00
Apr 27, 2026FERGUSON THOMAS EPresident and CEOA12,029$0.00$0.00
Apr 27, 2026FERGUSON THOMAS EPresident and CEOA12,028$0.00$0.00
Apr 25, 2026Bella Todd MichaelPresident-Metal CoatingsM324$0.00$0.00
Apr 25, 2026Bella Todd MichaelPresident-Metal CoatingsF120$144.78$17.4K
Apr 25, 2026Bella Todd MichaelPresident-Metal CoatingsM324$0.00$0.00
Apr 25, 2026Crawford JasonChief Financial OfficerM971$0.00$0.00
Apr 25, 2026FERGUSON THOMAS EPresident and CEOM5,749$0.00$0.00
Apr 25, 2026Crawford JasonChief Financial OfficerM971$0.00$0.00
Apr 25, 2026Crawford JasonChief Financial OfficerF386$144.78$55.9K
Apr 25, 2026Mackey Tara DChief Legal OfficerM930$0.00$0.00
Apr 25, 2026Vellines JeffreyPres & COO - Precoat MetalsM734$0.00$0.00
Apr 25, 2026Vellines JeffreyPres & COO - Precoat MetalsF331$144.78$47.9K
Apr 25, 2026Vellines JeffreyPres & COO - Precoat MetalsM734$0.00$0.00
Apr 25, 2026Mackey Tara DChief Legal OfficerM930$0.00$0.00
Apr 25, 2026Mackey Tara DChief Legal OfficerF304$144.78$44.0K
Apr 25, 2026FERGUSON THOMAS EPresident and CEOM5,749$0.00$0.00
Apr 25, 2026FERGUSON THOMAS EPresident and CEOF2,292$144.78$331.8K
Apr 25, 2026Stovall Bryan LeeCOO - Metal CoatingsM1,029$0.00$0.00
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.8/10.
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 +17.2% upside Buy (3.00)
$138.00 Low $200.00 High
MetricValue
Current Price$137.90
Target Low$138.00
Target Mean$161.67
Target Median$165.00
Target High$200.00
# Analysts9
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
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

TimepointEPS EstimateChange
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

DateAnalyst FirmActionPrevious RatingNew 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

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263660060%
Apr 1, 20263660060%
Mar 1, 20263750067%
Feb 1, 20263750067%
Jan 1, 20263750067%
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

DateMentionsSentimentBullishBearishThreads
May 13, 2026150° Neutral001
May 13, 2026150° Neutral001
Apr 23, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 10d 10h ago
DRAM IT IN MY AZZ
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 10d 11h ago
$D-RAM IT IN MY $AZZ
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Record Full-Year Sales Growth, Profitability, and Cash Generation
▲ 1 💬 1 ⚡ 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