AZZ Inc. $AZZ Stake Lessened by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. decreased its holdings in shares of AZZ Inc. (NYSE:AZZ) by 7.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 54,907 shares of the industrial products company’s stock after selling 4,444 shares during the quarter. Asset Management One Co. Ltd. owned 0.18% of AZZ worth $5,992,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. SG Capital Management LLC acquired a new stake in AZZ during the 2nd quarter worth about $16,818,000. Pacer Advisors Inc. purchased a new stake in shares of AZZ in the third quarter worth approximately $16,360,000. Copeland Capital Management LLC purchased a new stake in shares of AZZ in the third quarter worth approximately $15,772,000. Allspring Global Investments Holdings LLC acquired a new stake in shares of AZZ during the second quarter worth approximately $11,701,000. Finally, Speece Thorson Capital Group Inc. purchased a new position in AZZ during the second quarter valued at approximately $7,909,000. 90.93% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. B. Riley increased their target price on shares of AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a research report on Wednesday, September 17th. Wall Street Zen downgraded shares of AZZ from a “buy” rating to a “hold” rating in a research note on Saturday, September 13th. Wells Fargo & Company reduced their price objective on AZZ from $128.00 to $121.00 and set an “overweight” rating for the company in a research report on Friday, October 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of AZZ in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, AZZ presently has a consensus rating of “Moderate Buy” and an average price target of $116.33.

AZZ Trading Up 6.8%

Shares of NYSE:AZZ opened at $117.35 on Friday. The company has a current ratio of 1.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.44. The stock has a market capitalization of $3.53 billion, a PE ratio of 11.03 and a beta of 1.13. AZZ Inc. has a 1 year low of $70.90 and a 1 year high of $120.00. The firm has a fifty day moving average price of $105.56 and a 200 day moving average price of $106.83.

AZZ (NYSE:AZZ) last posted its earnings results on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $425.75 million for the quarter, compared to analyst estimates of $412.97 million. AZZ had a return on equity of 14.85% and a net margin of 19.89%.The business’s revenue was up 5.5% compared to the same quarter last year. During the same period last year, the company earned $1.39 earnings per share. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. Analysts expect that AZZ Inc. will post 5.13 EPS for the current fiscal year.

AZZ Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Thursday, February 5th will be issued a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, February 5th. AZZ’s payout ratio is 7.69%.

More AZZ News

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Revenue and operating performance beat consensus — total sales rose to $425.7M (≈+5.5% YoY) with improved profitability and adjusted EBITDA, signaling operational strength. PR Newswire: Q3 Results
• Positive Sentiment: Metal Coatings outperformance — the segment showed materially stronger sales and higher margins (reported Metal Coatings sales and a >30% segment adjusted EBITDA margin), which drove the top-line beat and margin expansion. Investing.com: Metal Coatings Surge
• Positive Sentiment: Capital returns and balance-sheet repair — company repurchased ≈201K shares (~$20M) in the quarter, cut debt (~$35M reduction in the quarter; net leverage ~1.6x) and generated strong operating cash flow (~$79.7M). These actions support shareholder value and reduce leverage risk. PR Newswire: Q3 Results
• Positive Sentiment: Declared cash dividend — board approved a $0.20 per‑share quarterly dividend (payable Feb 26; record Feb 5), maintaining a yield around 0.7%, which supports the income case for holders. PR Newswire: Dividend
• Neutral Sentiment: FY‑2026 guidance narrowed to EPS $5.90–$6.20 (consensus ≈$6.02) and revenue guidance roughly $1.6–$1.7B — guidance keeps the outlook constructive but the midpoint is slightly below some Street estimates, so investors will watch revisions and execution. PR Newswire: Guidance
• Negative Sentiment: EPS reporting nuance and metric divergence — some third‑party summaries note a diluted GAAP EPS that missed particular estimates (Quiver notes a $1.36 GAAP diluted EPS vs. certain analyst estimates), while adjusted EPS figures are stronger; this mixed presentation can create short‑term uncertainty. QuiverQuant: Earnings Recap
• Negative Sentiment: Insider selling noted — recent filings show multiple insider sales in the past six months, which some investors view as a negative signal even though institutional flows remain mixed. QuiverQuant: Insider Activity

AZZ Profile

AZZ Inc, incorporated in 1956 and headquartered in Fort Worth, Texas, is a leading provider of galvanizing and metal finishing solutions alongside electrical equipment and services. The company supports a diverse range of industries—such as energy, infrastructure, heavy equipment and general industrial markets—by delivering corrosion protection and high-performance electrical solutions designed for demanding environments.

AZZ operates two primary business segments. The Global Coatings & Services segment offers hot-dip galvanizing, metal finishing, painting, powder coating and related value-added services to steel fabricators and original equipment manufacturers.