HighTower Advisors LLC Has $3.22 Million Holdings in Armstrong World Industries, Inc. $AWI

HighTower Advisors LLC decreased its position in Armstrong World Industries, Inc. (NYSE:AWI) by 31.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 16,437 shares of the construction company’s stock after selling 7,435 shares during the quarter. HighTower Advisors LLC’s holdings in Armstrong World Industries were worth $3,222,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Norges Bank bought a new position in Armstrong World Industries during the 2nd quarter worth $84,412,000. Adage Capital Partners GP L.L.C. grew its stake in shares of Armstrong World Industries by 121.3% in 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 acquiring an additional 404,000 shares in the last quarter. AQR Capital Management LLC increased its position in Armstrong World Industries by 118.6% during the second 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 period. Balyasny Asset Management L.P. raised 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 purchasing an additional 135,512 shares in the last quarter. Finally, Millennium Management LLC raised its stake in Armstrong World Industries by 571.7% in the 1st quarter. Millennium Management LLC now owns 117,696 shares of the construction company’s stock worth $16,581,000 after purchasing an additional 100,175 shares in the last quarter. 98.93% of the stock is currently owned by institutional investors.

Trending Headlines about Armstrong World Industries

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

• Positive Sentiment: Strong profitability and margin recovery — AWI reported a high net margin (~19.1%) and an elevated return on equity (~39%), signaling healthy operating leverage and cash generation that support long‑term value. MarketBeat AWI summary
• Positive Sentiment: Revenue growth and segment strength — Q4 revenue rose ~5.6% year‑over‑year and the company highlighted “record growth” in its earnings materials and call, which supports the longer‑term growth story. Earnings highlights (Yahoo)
• Neutral Sentiment: Guidance: revenue roughly in line with expectations — AWI issued revenue guidance that is approximately in line with street estimates, which tempers downside if top‑line execution continues. (See company presentation and slides for detail.) Earnings presentation (Seeking Alpha)
• Negative Sentiment: Earnings and revenue missed consensus — Q4 EPS was $1.61 vs. consensus ~$1.67 and revenue of $388.3M missed the ~ $400.9M estimate. The miss is the immediate catalyst for weakness and drove investor disappointment. Earnings miss (Zacks)
• Negative Sentiment: EPS guidance trimmed versus consensus — FY‑2026 EPS was guided to $8.05–8.35, below the consensus near $8.45, which pressured sentiment because it suggests more modest upside to estimates for the year. Why AWI is down today (Yahoo)

Analysts Set New Price Targets

Several research analysts have recently commented on AWI shares. UBS Group raised their target price on shares of Armstrong World Industries from $178.00 to $200.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Wall Street Zen lowered Armstrong World Industries from a “buy” rating to a “hold” rating in a research note on Sunday, November 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Armstrong World Industries in a research report on Wednesday, January 21st. JPMorgan Chase & Co. raised their price target on Armstrong World Industries from $210.00 to $220.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. Finally, Jefferies Financial Group reaffirmed a “hold” rating on shares of Armstrong World Industries in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $207.50.

Armstrong World Industries Trading Down 1.1%

Shares of AWI stock opened at $172.45 on Thursday. Armstrong World Industries, Inc. has a fifty-two week low of $122.37 and a fifty-two week high of $206.08. The stock’s fifty day moving average price is $192.43 and its two-hundred day moving average price is $192.64. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.04 and a current ratio of 1.46. The company has a market cap of $7.44 billion, a PE ratio of 24.36, a P/E/G ratio of 1.55 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 for the quarter, missing the consensus estimate of $1.67 by ($0.06). The business had revenue of $388.30 million for the quarter, compared to the consensus estimate of $400.87 million. Armstrong World Industries had a return on equity of 37.80% and a net margin of 19.05%.Armstrong World Industries’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.50 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.050-8.350 EPS. Equities analysts predict that Armstrong World Industries, Inc. will post 6.18 EPS for the current fiscal year.

Armstrong World Industries Dividend Announcement

The business 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 dividend of $0.339 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $1.36 annualized dividend and a dividend yield of 0.8%. Armstrong World Industries’s payout ratio is 19.46%.

Armstrong World Industries Company Profile

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.