Noble Financial Has Strong Estimate for AZZ FY2026 Earnings

AZZ Inc. (NYSE:AZZ) – Investment analysts at Noble Financial upped their FY2026 earnings per share estimates for AZZ in a note issued to investors on Friday, January 9th. Noble Financial analyst M. Reichman now anticipates that the industrial products company will post earnings per share of $6.03 for the year, up from their prior forecast of $5.98. The consensus estimate for AZZ’s current full-year earnings is $5.13 per share. Noble Financial also issued estimates for AZZ’s Q4 2026 earnings at $1.18 EPS, Q1 2027 earnings at $1.81 EPS, Q2 2027 earnings at $1.72 EPS, Q3 2027 earnings at $1.68 EPS, Q4 2027 earnings at $1.39 EPS, FY2027 earnings at $6.60 EPS, FY2028 earnings at $6.91 EPS, FY2029 earnings at $7.19 EPS and FY2030 earnings at $7.47 EPS.

AZZ (NYSE:AZZ) last posted its earnings results on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. AZZ had a return on equity of 14.45% and a net margin of 19.89%.The business had revenue of $425.75 million during the quarter, compared to analysts’ expectations of $412.97 million. During the same period in the prior year, the business earned $1.39 EPS. AZZ’s revenue for the quarter was up 5.5% compared to the same quarter last year. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS.

A number of other equities analysts have also recently issued reports on AZZ. Robert W. Baird set a $125.00 target price on AZZ in a report on Friday. Wells Fargo & Company dropped their target price on AZZ from $128.00 to $121.00 and set an “overweight” rating on the stock in a research report on Friday, October 10th. Wall Street Zen raised AZZ from a “hold” rating to a “buy” rating in a research report on Saturday. B. Riley raised their price target on shares of AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a research note on Wednesday, September 17th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of AZZ in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, AZZ has an average rating of “Moderate Buy” and an average target price of $117.17.

AZZ Trading Up 4.3%

Shares of NYSE:AZZ opened at $122.07 on Monday. The firm has a market cap of $3.65 billion, a price-to-earnings ratio of 11.47 and a beta of 1.13. AZZ has a 12 month low of $70.90 and a 12 month high of $122.69. The company’s fifty day simple moving average is $106.00 and its 200 day simple moving average is $107.28. The company has a quick ratio of 1.21, a current ratio of 1.66 and a debt-to-equity ratio of 0.41.

Institutional Trading of AZZ

Large investors have recently added to or reduced their stakes in the company. QRG Capital Management Inc. acquired a new stake in AZZ during the 2nd quarter worth approximately $247,000. GAMMA Investing LLC lifted its holdings in shares of AZZ by 39.6% during the second quarter. GAMMA Investing LLC now owns 374 shares of the industrial products company’s stock worth $35,000 after buying an additional 106 shares in the last quarter. Assenagon Asset Management S.A. bought a new stake in shares of AZZ in the third quarter valued at about $1,671,000. Asset Management One Co. Ltd. grew its stake in shares of AZZ by 11.7% in the second quarter. Asset Management One Co. Ltd. now owns 59,351 shares of the industrial products company’s stock valued at $5,607,000 after acquiring an additional 6,220 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC increased its position in AZZ by 5.3% during the third quarter. Allspring Global Investments Holdings LLC now owns 130,377 shares of the industrial products company’s stock worth $14,228,000 after acquiring an additional 6,530 shares during the period. Institutional investors and hedge funds own 90.93% of the company’s stock.

AZZ Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Investors of record on Thursday, February 5th will be paid a $0.20 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $0.80 annualized dividend and a dividend yield of 0.7%. AZZ’s dividend payout ratio (DPR) is currently 7.52%.

AZZ News Roundup

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Quarterly revenue and operating results beat expectations — AZZ reported ~5.5% YoY revenue growth to ~$425.8M and improved profitability, which market coverage framed as a clear operational beat that supports the stock rally. Earnings & Press Release
• Positive Sentiment: Metal Coatings and Precoat Metals are key growth drivers — deep-dive reports highlight strong demand, higher volumes and margin expansion in these segments, providing a credible revenue/margin tailwind going forward. AZZ Q4 Deep Dive
• Positive Sentiment: Management pointed to record sales and strategic growth initiatives in the quarter, reinforcing the company’s long-term market positioning in galvanizing and coil coating services. Earnings Highlights
• Positive Sentiment: Board approved a quarterly cash dividend ($0.20/share), signaling confidence in cash generation and returning capital to shareholders. Dividend Announcement
• Neutral Sentiment: Market technicals show rising relative price strength, which can attract momentum money even if fundamental views differ. Relative Strength Note
• Neutral Sentiment: Full earnings call transcripts and analyst write-ups are available for deeper read-throughs; these give more color on backlog, segment trends and capex plans. Earnings Call Transcript
• Negative Sentiment: Management narrowed FY‑2026 EPS guidance to $5.90–$6.20, a range that sits slightly below some consensus estimates — this moderation in guidance is a potential headwind if analysts trim targets. Guidance Update
• Negative Sentiment: Some third‑party summaries flagged mixed reads on quarterly EPS and noted insider selling and lower cash balances, which could temper sentiment for more conservative investors. Analyst/Street Commentary

About AZZ

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.