What is Noble Financial’s Estimate for AZZ Q1 Earnings?

AZZ Inc. (NYSE:AZZ) – Equities research analysts at Noble Financial lowered their Q1 2027 earnings per share (EPS) estimates for shares of AZZ in a research note issued to investors on Tuesday, February 17th. Noble Financial analyst M. Reichman now anticipates that the industrial products company will post earnings of $1.80 per share for the quarter, down from their previous forecast of $1.81. Noble Financial has a “Outperform” rating on the stock. The consensus estimate for AZZ’s current full-year earnings is $5.13 per share. Noble Financial also issued estimates for AZZ’s Q4 2027 earnings at $1.44 EPS, FY2029 earnings at $7.38 EPS and FY2030 earnings at $7.69 EPS.

A number of other research analysts also recently weighed in on the company. Weiss Ratings reissued a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Wall Street Zen raised shares of AZZ from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Finally, Robert W. Baird set a $125.00 price target on shares of AZZ in a research report on Friday, January 9th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, AZZ currently has an average rating of “Moderate Buy” and an average target price of $119.00.

AZZ Stock Performance

Shares of AZZ opened at $135.29 on Thursday. AZZ has a 12 month low of $70.90 and a 12 month high of $141.18. The company’s fifty day moving average is $120.68 and its 200-day moving average is $111.92. The company has a quick ratio of 1.21, a current ratio of 1.66 and a debt-to-equity ratio of 0.41. The firm has a market cap of $4.04 billion, a price-to-earnings ratio of 12.72 and a beta of 1.13.

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

AZZ declared that its board has authorized a stock repurchase program on Friday, January 30th that authorizes the company to repurchase $100.00 million in shares. This repurchase authorization authorizes the industrial products company to buy up to 2.7% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

AZZ Dividend Announcement

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 given a dividend of $0.20 per share. The ex-dividend date is Thursday, February 5th. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.6%. AZZ’s dividend payout ratio (DPR) is 7.52%.

Insider Transactions at AZZ

In other news, CEO Thomas E. Ferguson sold 25,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $127.29, for a total transaction of $3,182,250.00. Following the completion of the sale, the chief executive officer owned 158,182 shares of the company’s stock, valued at approximately $20,134,986.78. This trade represents a 13.65% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Tara D. Mackey sold 2,923 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $136.00, for a total value of $397,528.00. Following the sale, the insider owned 22,373 shares in the company, valued at approximately $3,042,728. This trade represents a 11.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 33,281 shares of company stock valued at $4,239,080 in the last quarter. 1.77% of the stock is currently owned by corporate insiders.

Institutional Trading of AZZ

Hedge funds and other institutional investors have recently made changes to their positions in the business. Lido Advisors LLC grew its holdings in AZZ by 3.0% during the 4th quarter. Lido Advisors LLC now owns 2,633 shares of the industrial products company’s stock worth $286,000 after acquiring an additional 77 shares during the last quarter. Oliver Luxxe Assets LLC lifted its position in shares of AZZ by 0.5% during the fourth quarter. Oliver Luxxe Assets LLC now owns 18,164 shares of the industrial products company’s stock worth $1,947,000 after purchasing an additional 96 shares in the last quarter. Oregon Public Employees Retirement Fund lifted its position in shares of AZZ by 1.5% during the fourth quarter. Oregon Public Employees Retirement Fund now owns 6,882 shares of the industrial products company’s stock worth $738,000 after purchasing an additional 100 shares in the last quarter. LPL Financial LLC grew its stake in shares of AZZ by 1.0% during the fourth quarter. LPL Financial LLC now owns 10,593 shares of the industrial products company’s stock valued at $1,135,000 after purchasing an additional 101 shares during the last quarter. Finally, Hantz Financial Services Inc. increased its holdings in shares of AZZ by 92.5% in the fourth quarter. Hantz Financial Services Inc. now owns 258 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 124 shares in the last quarter. 90.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Noble raised Q4 2027 EPS to $1.44 from $1.39 — a near‑term beat that supports stronger upcoming-quarter expectations. AZZ analyst note
• Positive Sentiment: Noble increased Q2 2027 EPS to $1.74 (from $1.72) and Q3 2027 EPS to $1.72 (from $1.68), signaling upward revisions across the 2027 quarterly cadence. AZZ analyst note
• Positive Sentiment: Noble boosted FY2027 EPS to $6.70 (from $6.60) and nudged FY2028 to $7.05 (from $7.03), reflecting a stronger multi‑quarter outlook for the mid term. AZZ analyst note
• Positive Sentiment: The analyst maintained an “Outperform” rating on AZZ, which supports investor confidence alongside the upward estimate revisions. AZZ analyst note
• Neutral Sentiment: Noble’s published model updates reiterate the consensus full‑year EPS context (consensus ~ $5.13 for the current year), serving as background rather than a dramatic deviation. AZZ analyst note
• Negative Sentiment: Noble trimmed Q1 2027 EPS slightly to $1.80 from $1.81 — a very small near‑term downgrade that is unlikely to materially alter guidance. AZZ analyst note
• Negative Sentiment: Longer‑term estimates were nudged down: FY2029 to $7.38 (from $7.41) and FY2030 to $7.69 (from $7.76), modest cuts that slightly reduce long‑range upside in the model. AZZ analyst note

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.