AZZ (NYSE:AZZ) Stock Price Expected to Rise, Robert W. Baird Analyst Says

AZZ (NYSE:AZZ) had its target price increased by investment analysts at Robert W. Baird from $125.00 to $155.00 in a report issued on Friday, Marketbeat reports. The brokerage presently has a “neutral” rating on the industrial products company’s stock. Robert W. Baird’s price objective would suggest a potential upside of 8.16% from the company’s previous close.

A number of other analysts also recently commented on AZZ. Wells Fargo & Company downgraded shares of AZZ from an “overweight” rating to an “equal weight” rating and boosted their price objective for the stock from $127.00 to $132.00 in a report on Monday, March 2nd. Noble Financial reaffirmed an “outperform” rating on shares of AZZ in a report on Tuesday, February 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of AZZ in a research report on Monday, December 29th. Evercore reissued an “outperform” rating and set a $137.00 price target on shares of AZZ in a research note on Wednesday, March 4th. Finally, Wall Street Zen upgraded AZZ from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Four investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $138.80.

AZZ Trading Down 2.2%

NYSE:AZZ opened at $143.30 on Friday. AZZ has a 1 year low of $83.25 and a 1 year high of $147.32. The company has a debt-to-equity ratio of 0.36, a quick ratio of 1.21 and a current ratio of 1.70. The stock has a fifty day moving average price of $130.67 and a two-hundred day moving average price of $117.52. The stock has a market capitalization of $4.28 billion, a price-to-earnings ratio of 13.65 and a beta of 1.15.

AZZ (NYSE:AZZ) last issued its earnings results on Wednesday, April 22nd. The industrial products company reported $1.34 EPS for the quarter, topping the consensus estimate of $1.19 by $0.15. AZZ had a net margin of 19.23% and a return on equity of 14.47%. The company had revenue of $385.10 million for the quarter, compared to analyst estimates of $382.24 million. During the same period in the previous year, the firm earned $0.98 EPS. The business’s revenue was up 9.4% on a year-over-year basis. AZZ has set its FY 2027 guidance at 6.500-7.000 EPS. As a group, sell-side analysts anticipate that AZZ will post 6.82 earnings per share for the current fiscal year.

AZZ announced that its Board of Directors has approved a share buyback plan on Friday, January 30th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the industrial products company to repurchase up to 2.7% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s management believes its shares are undervalued.

Insider Activity

In other AZZ news, CEO Thomas E. Ferguson sold 25,000 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $127.29, for a total value of $3,182,250.00. Following the sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tara D. Mackey sold 2,923 shares of the stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $136.00, for a total transaction of $397,528.00. Following the completion of the sale, the insider owned 22,373 shares in the company, valued at $3,042,728. This represents a 11.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.77% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of AZZ. Hantz Financial Services Inc. grew its holdings in AZZ by 92.5% during the 4th quarter. Hantz Financial Services Inc. now owns 258 shares of the industrial products company’s stock valued at $28,000 after buying an additional 124 shares during the last quarter. Osterweis Capital Management Inc. purchased a new position in AZZ during the second quarter worth $30,000. Kestra Advisory Services LLC purchased a new position in AZZ during the fourth quarter worth $38,000. Clearstead Advisors LLC increased its position in AZZ by 184.3% during the fourth quarter. Clearstead Advisors LLC now owns 361 shares of the industrial products company’s stock worth $39,000 after buying an additional 234 shares in the last quarter. Finally, Fifth Third Bancorp raised its holdings in shares of AZZ by 55.9% in the fourth quarter. Fifth Third Bancorp now owns 382 shares of the industrial products company’s stock worth $41,000 after acquiring an additional 137 shares during 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: AZZ reported stronger-than-expected Q4 results and record full-year 2026 performance, with EPS of $1.34 beating estimates and revenue up year-over-year — a clear fundamental driver supporting the stock. AZZ Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Management reiterated fiscal 2027 guidance for $1.725B–$1.775B in sales and $6.50–$7.00 adjusted EPS, citing continued strength from data center and T&D (transmission & distribution) demand — supporting medium‑term earnings visibility. AZZ Reiterates Fiscal 2027 Outlook
• Positive Sentiment: B. Riley raised its price target to $169 and upgraded AZZ to a “buy”, signaling analyst confidence in continued upside (a sizable premium to the current price). B. Riley Raises AZZ Price Target
• Neutral Sentiment: Robert W. Baird also raised its target (to $155) but kept a “neutral” rating, reflecting a more cautious view on near-term upside despite better results. Baird Raises PT to $155
• Neutral Sentiment: Extensive coverage and call transcripts highlight strong data‑center and infrastructure tailwinds, but the commentary is mixed on how quickly that will offset seasonal and end‑market variability. Earnings Call Highlights
• Negative Sentiment: Some coverage flags residential softness as a near‑term headwind; investors may be concerned that cyclical end‑market weakness could temper growth even as other segments improve. Q1 Deep Dive: Data Center Demand vs Residential Softness

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.