Fortune Brands Innovations (NYSE:FBIN) Shares Gap Down After Earnings Miss

Fortune Brands Innovations, Inc. (NYSE:FBIN)’s share price gapped down before the market opened on Friday following a weaker than expected earnings announcement. The stock had previously closed at $62.30, but opened at $50.51. Fortune Brands Innovations shares last traded at $52.1460, with a volume of 4,015,631 shares trading hands.

The company reported $0.86 earnings per share for the quarter, missing the consensus estimate of $1.00 by ($0.14). Fortune Brands Innovations had a return on equity of 19.28% and a net margin of 7.30%.The company had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.14 billion. During the same quarter in the prior year, the firm earned $0.98 earnings per share. The company’s revenue for the quarter was down 2.4% on a year-over-year basis. Fortune Brands Innovations has set its FY 2026 guidance at 3.350-3.650 EPS.

Fortune Brands Innovations Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Friday, February 20th will be issued a dividend of $0.26 per share. The ex-dividend date is Friday, February 20th. This represents a $1.04 annualized dividend and a dividend yield of 2.0%. This is a boost from Fortune Brands Innovations’s previous quarterly dividend of $0.25. Fortune Brands Innovations’s payout ratio is presently 37.31%.

Trending Headlines about Fortune Brands Innovations

Here are the key news stories impacting Fortune Brands Innovations this week:

• Positive Sentiment: Board named Amit Banati as new CEO, effective May 13, 2026; leadership change could be viewed positively if investors expect fresh strategic direction and execution. Read More.
• Neutral Sentiment: Company posted its Q4 and full‑year 2025 press release, slide deck and conference‑call materials (useful for investors digging into segment details and management commentary). Read More.
• Neutral Sentiment: Some market screens flagged FBIN for improved relative strength — a technical note that may attract momentum traders but is unlikely to offset fundamental concerns. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS $0.86 vs. $1.00 expected and revenue $1.08B vs. $1.14B expected; revenue fell ~2.4% year‑over‑year and margins were pressured — the core catalyst for the share decline. Read More. Read More.
• Negative Sentiment: FY‑2026 guidance was lowered to $3.35–$3.65 EPS (street consensus ~4.06) and revenue guidance roughly $4.5–$4.6B (vs. ~$4.6B consensus) — the guidance shortfall is a major near‑term negative for valuation and analyst expectations. Read More.

Wall Street Analysts Forecast Growth

FBIN has been the topic of a number of analyst reports. UBS Group reaffirmed a “buy” rating on shares of Fortune Brands Innovations in a research note on Friday. Evercore restated an “outperform” rating on shares of Fortune Brands Innovations in a report on Friday, October 31st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $62.00 price objective on shares of Fortune Brands Innovations in a report on Friday, January 9th. Barclays lowered Fortune Brands Innovations from an “overweight” rating to an “equal weight” rating and set a $55.00 price objective for the company. in a research report on Friday. Finally, Zelman & Associates downgraded Fortune Brands Innovations to a “neutral” rating in a research report on Friday. Three investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $60.89.

Institutional Investors Weigh In On Fortune Brands Innovations

Institutional investors have recently modified their holdings of the company. Royal Bank of Canada lifted its stake in Fortune Brands Innovations by 0.8% during the 1st quarter. Royal Bank of Canada now owns 41,713 shares of the company’s stock worth $2,539,000 after acquiring an additional 324 shares in the last quarter. Empowered Funds LLC increased its stake in Fortune Brands Innovations by 20.5% during the first quarter. Empowered Funds LLC now owns 10,335 shares of the company’s stock worth $629,000 after purchasing an additional 1,761 shares during the period. Geneos Wealth Management Inc. lifted its position in shares of Fortune Brands Innovations by 83.6% during the first quarter. Geneos Wealth Management Inc. now owns 852 shares of the company’s stock worth $52,000 after purchasing an additional 388 shares in the last quarter. Stephens Inc. AR lifted its position in shares of Fortune Brands Innovations by 6.5% during the second quarter. Stephens Inc. AR now owns 4,530 shares of the company’s stock worth $233,000 after purchasing an additional 275 shares in the last quarter. Finally, Forum Financial Management LP boosted its stake in shares of Fortune Brands Innovations by 41.4% in the second quarter. Forum Financial Management LP now owns 4,672 shares of the company’s stock valued at $241,000 after purchasing an additional 1,369 shares during the period. 87.60% of the stock is owned by institutional investors and hedge funds.

Fortune Brands Innovations Stock Down 17.1%

The business’s fifty day moving average is $55.25 and its two-hundred day moving average is $54.21. The stock has a market cap of $6.20 billion, a price-to-earnings ratio of 19.27, a PEG ratio of 5.33 and a beta of 1.41. The company has a quick ratio of 0.94, a current ratio of 1.95 and a debt-to-equity ratio of 1.12.

Fortune Brands Innovations Company Profile

Fortune Brands Innovations (NYSE: FBIN), formerly known as Fortune Brands Home & Security, is a global leader in water innovations, specializing in the design, manufacturing and marketing of plumbing fixtures, fittings and related products. Headquartered in Deerfield, Illinois, the company leverages two iconic brands—Moen and House of Rohl—to deliver high-quality kitchen and bathroom solutions across residential and commercial markets. With a focus on performance, reliability and aesthetic design, FBIN’s portfolio spans faucets, showerheads, accessories and water filtration systems.

The company’s products are sold through a diversified network of retail partners, wholesale distributors and online channels across North America, Europe, Asia-Pacific and Latin America.