AZZ (NYSE:AZZ) Reaches New 12-Month High Following Strong Earnings

AZZ Inc. (NYSE:AZZ)’s share price hit a new 52-week high during mid-day trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $142.55 and last traded at $142.24, with a volume of 32225 shares trading hands. The stock had previously closed at $134.91.

The industrial products company reported $1.34 EPS for the quarter, topping the consensus estimate of $1.19 by $0.15. The business had revenue of $385.10 million during the quarter, compared to analyst estimates of $382.24 million. AZZ had a net margin of 19.23% and a return on equity of 14.63%. The company’s quarterly revenue was up 9.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.98 earnings per share. AZZ has set its FY 2027 guidance at 6.500-7.000 EPS.

AZZ Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Thursday, April 23rd will be given a dividend of $0.20 per share. The ex-dividend date is Thursday, April 23rd. This represents a $0.80 annualized dividend and a dividend yield of 0.5%. AZZ’s dividend payout ratio is currently 7.52%.

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

AZZ News Roundup

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q4 results beat expectations — AZZ reported $1.34 EPS for the quarter vs. the ~$1.19 consensus and revenue of $385.1M (up ~9.4% YoY), signaling near-term operational strength. AZZ (AZZ) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record fiscal 2026 results and cash generation — the company reported record full-year sales ($1.65B), large GAAP net income gains (driven in part by a JV divestiture) and improved adjusted net income and operating cash flow, supporting a stronger valuation backdrop. AZZ Inc. Reports Fourth Quarter and Fiscal Year 2026 Full-Year Results
• Positive Sentiment: Margin expansion and operating leverage — commentary and reported metrics show improved gross and operating profit trends, which help explain the share-strength as investors reward better profitability. AZZ Inc. (AZZ) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: FY2027 guidance is mixed — management set EPS guidance of $6.50–$7.00 and revenue guidance roughly $1.7B–$1.8B. That EPS range overlaps consensus (~$6.79) but the midpoint is slightly below some street forecasts, making guidance more conservative than some investors had hoped. AZZ earnings release / guidance
• Negative Sentiment: Conflicting/GAAP vs. adjusted metrics and some mixed-quarter takes — third‑party summaries highlighted a year-over-year decline in GAAP quarterly net income/diluted EPS on certain measures, which can create investor confusion and sell-side debate over the underlying quality of the quarter. AZZ Inc. (AZZ) Releases Q4 2026 Earnings
• Negative Sentiment: Insider selling and portfolio reshuffling noted in datasets — reported insider sell transactions and large institutional position changes may weigh on sentiment for some investors. AZZ Inc. (AZZ) Releases Q4 2026 Earnings

Analyst Ratings Changes

Several research firms have recently commented on AZZ. Robert W. Baird set a $125.00 price target on shares of AZZ in a research report on Friday, January 9th. Evercore restated an “outperform” rating and set a $137.00 price target on shares of AZZ in a research report on Wednesday, March 4th. Weiss Ratings restated a “buy (b)” rating on shares of AZZ in a research report on Monday, December 29th. Wells Fargo & Company lowered shares of AZZ from an “overweight” rating to an “equal weight” rating and upped their price target for the stock from $127.00 to $132.00 in a research report on Monday, March 2nd. Finally, Noble Financial reiterated an “outperform” rating on shares of AZZ in a research report on Tuesday, February 17th. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $127.00.

Insider Transactions at AZZ

In related news, insider Tara D. Mackey sold 2,923 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $136.00, for a total value of $397,528.00. Following the completion of the transaction, the insider owned 22,373 shares in the company, valued at $3,042,728. This represents a 11.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Thomas E. Ferguson sold 25,000 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 158,182 shares of the company’s stock, valued at $20,134,986.78. This represents a 13.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.77% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Janney Montgomery Scott LLC raised its position in AZZ by 2.9% in the first quarter. Janney Montgomery Scott LLC now owns 14,675 shares of the industrial products company’s stock worth $1,836,000 after acquiring an additional 408 shares in the last quarter. Pictet Asset Management Holding SA boosted its position in shares of AZZ by 11.3% during the 1st quarter. Pictet Asset Management Holding SA now owns 4,480 shares of the industrial products company’s stock valued at $561,000 after purchasing an additional 456 shares in the last quarter. Louisiana State Employees Retirement System bought a new position in shares of AZZ during the 1st quarter valued at about $1,652,000. Silver Oak Securities Incorporated boosted its position in shares of AZZ by 11.0% during the 1st quarter. Silver Oak Securities Incorporated now owns 4,196 shares of the industrial products company’s stock valued at $525,000 after purchasing an additional 416 shares in the last quarter. Finally, Ritholtz Wealth Management boosted its position in shares of AZZ by 130.9% during the 1st quarter. Ritholtz Wealth Management now owns 23,507 shares of the industrial products company’s stock valued at $2,941,000 after purchasing an additional 13,326 shares in the last quarter. Institutional investors own 90.93% of the company’s stock.

AZZ Stock Performance

The company has a current ratio of 1.66, a quick ratio of 1.21 and a debt-to-equity ratio of 0.41. The company’s 50-day moving average price is $130.61 and its two-hundred day moving average price is $117.18. The company has a market cap of $4.37 billion, a P/E ratio of 13.94 and a beta of 1.15.

AZZ Company 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.