Thomas Ferguson Sells 25,000 Shares of AZZ (NYSE:AZZ) Stock

AZZ Inc. (NYSE:AZZ) CEO Thomas Ferguson sold 25,000 shares of the business’s stock in a transaction on 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 completion of the sale, the chief executive officer owned 158,182 shares of the company’s stock, valued at $20,134,986.78. This trade represents a 13.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

AZZ Stock Down 0.7%

AZZ stock opened at $126.70 on Thursday. AZZ Inc. has a fifty-two week low of $70.90 and a fifty-two week high of $130.69. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.66 and a quick ratio of 1.21. The stock has a market capitalization of $3.78 billion, a price-to-earnings ratio of 11.91 and a beta of 1.13. The business’s fifty day moving average price is $114.26 and its two-hundred day moving average price is $110.01.

AZZ (NYSE:AZZ) last released its quarterly 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 for the quarter, compared to the consensus estimate of $412.97 million. During the same period in the prior year, the company posted $1.39 earnings per share. AZZ’s revenue was up 5.5% compared to the same quarter last year. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. On average, equities analysts anticipate that AZZ Inc. will post 5.13 earnings per share for the current year.

AZZ Announces Dividend

The business also recently declared 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. This represents a $0.80 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, February 5th. AZZ’s payout ratio is 7.52%.

AZZ announced that its Board of Directors has initiated a share buyback program on Friday, January 30th that authorizes the company to buyback $100.00 million in outstanding shares. This buyback authorization authorizes the industrial products company to reacquire up to 2.7% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Huntington National Bank grew its holdings in shares of AZZ by 206.7% during the 2nd quarter. Huntington National Bank now owns 273 shares of the industrial products company’s stock valued at $26,000 after purchasing an additional 184 shares during the last quarter. Osterweis Capital Management Inc. acquired a new stake in AZZ in the second quarter valued at approximately $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new stake in shares of AZZ during the second quarter worth $34,000. GAMMA Investing LLC increased 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. Finally, Fifth Third Bancorp increased its holdings in shares of AZZ by 55.9% during the fourth quarter. Fifth Third Bancorp now owns 382 shares of the industrial products company’s stock worth $41,000 after buying an additional 137 shares in the last quarter. Institutional investors own 90.93% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Wall Street Zen raised AZZ from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Weiss Ratings reiterated a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Wells Fargo & Company decreased their target price on shares of AZZ from $128.00 to $121.00 and set an “overweight” rating on the stock in a report on Friday, October 10th. Finally, Robert W. Baird set a $125.00 price target on shares of AZZ in a report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $117.17.

Key AZZ News

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Board approved a $100 million share repurchase program (about 2.7% of shares) and the company declared a quarterly dividend of $0.20 (annualized $0.80). These capital-return actions are supportive of the share price by returning cash and signaling management confidence. MarketBeat AZZ Coverage
• Positive Sentiment: Wall‑street consensus remains constructive: brokerages give AZZ a “Moderate Buy” rating, which provides some analyst support beneath the stock. Brokerage Consensus
• Neutral Sentiment: Leadership change announced in the Metal Coatings division (operational leadership transition). This could be a modest near‑term distraction but is not presented as a restructuring or financial risk. Leadership Transition
• Neutral Sentiment: Heightened investor attention (search and coverage) has increased information flow around the name, which can amplify moves but does not by itself change fundamentals. Zacks Coverage
• Negative Sentiment: AZZ issued FY‑2027 guidance below street expectations: EPS guidance of $6.50–$7.00 (street ~$6.83) and revenue guidance of $1.7B–$1.8B (street ~$1.8B). The EPS midpoint is slightly under consensus and revenue guidance leaves little upside, which is the primary driver of today’s weakness. FY‑2027 Guidance
• Negative Sentiment: Insider selling: CEO Thomas Ferguson sold 25,000 shares (~$3.18M at ~ $127.29), reducing his holding. Large CEO sales can spook investors even if done for personal reasons or planned programs. Insider Sale Report

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.