AZZ (NYSE:AZZ) Issues FY 2027 Earnings Guidance

AZZ (NYSE:AZZ) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 6.500-7.000 for the period, compared to the consensus EPS estimate of 6.830. The company issued revenue guidance of $1.7 billion-$1.8 billion, compared to the consensus revenue estimate of $1.8 billion.

Analysts Set New Price Targets

Several research analysts recently commented on AZZ shares. Robert W. Baird set a $125.00 target price on shares of AZZ in a research note on Friday, January 9th. Wells Fargo & Company cut their price target 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. Weiss Ratings reaffirmed a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Finally, Wall Street Zen upgraded AZZ from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $117.17.

AZZ Stock Down 0.7%

AZZ stock traded down $0.88 on Wednesday, reaching $126.70. 141,708 shares of the company traded hands, compared to its average volume of 157,420. The firm has a fifty day simple moving average of $114.26 and a 200-day simple moving average of $110.01. The company has a market cap of $3.78 billion, a P/E ratio of 11.91 and a beta of 1.13. AZZ has a one year low of $70.90 and a one year 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.

AZZ (NYSE:AZZ) last issued its earnings results on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $425.75 million for the quarter, compared to the consensus estimate of $412.97 million. During the same quarter in the prior year, the firm posted $1.39 earnings per share. The business’s revenue was up 5.5% on a year-over-year basis. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. Research analysts anticipate that AZZ will post 5.13 earnings per share for the current year.

AZZ Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Shareholders of record on Thursday, February 5th will be given a $0.20 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $0.80 dividend on an annualized basis and a yield of 0.6%. AZZ’s payout ratio is 7.52%.

AZZ declared that its board has authorized a stock repurchase plan on Friday, January 30th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the industrial products company to repurchase up to 2.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling at AZZ

In other AZZ news, CEO Thomas E. Ferguson sold 25,000 shares of the company’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 directly owned 158,182 shares of the company’s stock, valued at approximately $20,134,986.78. This represents a 13.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tara D. Mackey sold 2,790 shares of the business’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $126.64, for a total transaction of $353,325.60. Following the sale, the insider directly owned 25,296 shares of the company’s stock, valued at approximately $3,203,485.44. The trade was a 9.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,358 shares of company stock worth $3,841,552 over the last three months. Insiders own 1.77% of the company’s stock.

Key Headlines Impacting AZZ

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

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Osterweis Capital Management Inc. bought a new stake in AZZ during the second quarter worth approximately $30,000. Quarry LP boosted its holdings in shares of AZZ by 219.9% in the 3rd quarter. Quarry LP now owns 435 shares of the industrial products company’s stock worth $47,000 after purchasing an additional 299 shares during the period. EverSource Wealth Advisors LLC increased its position in shares of AZZ by 1,145.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 934 shares of the industrial products company’s stock valued at $88,000 after purchasing an additional 859 shares during the last quarter. Vestcor Inc purchased a new stake in AZZ during the 3rd quarter valued at $110,000. Finally, Crossmark Global Holdings Inc. bought a new stake in AZZ in the third quarter worth $203,000. Institutional investors own 90.93% of the company’s stock.

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.