Victory Capital Management Inc. Has $16.05 Million Stake in Armstrong World Industries, Inc. $AWI

Victory Capital Management Inc. grew its position in Armstrong World Industries, Inc. (NYSE:AWI) by 17.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 81,866 shares of the construction company’s stock after purchasing an additional 12,449 shares during the quarter. Victory Capital Management Inc.’s holdings in Armstrong World Industries were worth $16,047,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Norges Bank purchased a new position in shares of Armstrong World Industries in the second quarter valued at $84,412,000. Adage Capital Partners GP L.L.C. boosted its stake in Armstrong World Industries by 121.3% during the second quarter. Adage Capital Partners GP L.L.C. now owns 737,000 shares of the construction company’s stock valued at $119,718,000 after buying an additional 404,000 shares during the period. AQR Capital Management LLC increased its stake in Armstrong World Industries by 118.6% in the 2nd quarter. AQR Capital Management LLC now owns 543,009 shares of the construction company’s stock worth $88,206,000 after acquiring an additional 294,646 shares during the last quarter. Balyasny Asset Management L.P. increased its stake in Armstrong World Industries by 1,782.8% in the 2nd quarter. Balyasny Asset Management L.P. now owns 143,113 shares of the construction company’s stock worth $23,247,000 after acquiring an additional 135,512 shares during the last quarter. Finally, Millennium Management LLC raised its holdings in shares of Armstrong World Industries by 571.7% in the 1st quarter. Millennium Management LLC now owns 117,696 shares of the construction company’s stock valued at $16,581,000 after acquiring an additional 100,175 shares in the last quarter. 98.93% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Weiss Ratings reissued a “buy (b)” rating on shares of Armstrong World Industries in a report on Wednesday, January 21st. Jefferies Financial Group reiterated a “hold” rating on shares of Armstrong World Industries in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Armstrong World Industries currently has an average rating of “Moderate Buy” and an average price target of $211.43.

Key Armstrong World Industries News

Here are the key news stories impacting Armstrong World Industries this week:

• Positive Sentiment: Zacks lifted several medium‑ and long‑term forecasts — including FY2026 to $8.33, FY2027 to $9.01 and a FY2028 view of $9.77 — and raised multiple quarterly estimates (notably Q2 2026 to $2.35 and parts of 2027). These upside revisions support stronger multi‑year earnings momentum and help justify the stock’s positive direction. MarketBeat AWI
• Neutral Sentiment: The Zacks report is mixed at the quarter level — some small downgrades offset by raises — leaving the consensus for the current full year broadly unchanged. That mixed signal suggests market reaction may hinge on upcoming quarterly results and guidance rather than a clear analyst consensus swing. MarketBeat AWI
• Negative Sentiment: Short interest rose 42.4% in February to ~985,077 shares (≈2.3% of shares outstanding), with a short‑interest ratio of ~1.3 days. That increase signals growing bearish positioning or hedging and could add downward pressure if fundamentals disappoint — or raise volatility if shorts cover aggressively. MarketBeat AWI

Armstrong World Industries Stock Up 0.2%

AWI opened at $166.83 on Wednesday. The firm’s 50 day simple moving average is $188.91 and its two-hundred day simple moving average is $191.13. The company has a current ratio of 1.46, a quick ratio of 1.00 and a debt-to-equity ratio of 0.48. Armstrong World Industries, Inc. has a 1-year low of $122.37 and a 1-year high of $206.08. The company has a market capitalization of $7.15 billion, a PE ratio of 23.56, a PEG ratio of 1.84 and a beta of 1.33.

Armstrong World Industries (NYSE:AWI) last announced its quarterly earnings data on Tuesday, February 24th. The construction company reported $1.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.67 by ($0.06). The firm had revenue of $388.30 million during the quarter, compared to analysts’ expectations of $400.87 million. Armstrong World Industries had a return on equity of 37.80% and a net margin of 19.05%.The business’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period last year, the company earned $1.50 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.050-8.350 EPS. As a group, equities analysts forecast that Armstrong World Industries, Inc. will post 6.18 EPS for the current year.

Armstrong World Industries Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, March 5th will be issued a $0.339 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $1.36 dividend on an annualized basis and a yield of 0.8%. Armstrong World Industries’s payout ratio is currently 19.21%.

About Armstrong World Industries

Armstrong World Industries, Inc is a leading global manufacturer of commercial ceiling and wall solutions. The company offers a diverse portfolio of acoustical, decorative and specialty ceiling systems designed to enhance interior environments in offices, healthcare facilities, schools, retail outlets and other non-residential settings. Through its focus on performance, aesthetics and sustainability, Armstrong World Industries addresses both functional and design requirements for architects, contractors and building owners.

Armstrong’s product range includes mineral fiber, fiberglass, wood wool, metal and stone wool ceiling panels, as well as suspension and grid systems.