Segall Bryant & Hamill LLC Has $11.46 Million Stock Position in CSW Industrials, Inc. $CSW

Segall Bryant & Hamill LLC cut its holdings in shares of CSW Industrials, Inc. (NYSE:CSW) by 4.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,964 shares of the basic materials company’s stock after selling 2,280 shares during the quarter. Segall Bryant & Hamill LLC owned about 0.27% of CSW Industrials worth $11,456,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Valley Wealth Managers Inc. acquired a new position in CSW Industrials during the 1st quarter valued at $26,000. Arax Advisory Partners bought a new position in shares of CSW Industrials during the 4th quarter worth about $28,000. Danske Bank A S acquired a new position in shares of CSW Industrials during the fourth quarter valued at about $29,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of CSW Industrials in the fourth quarter valued at about $31,000. Finally, Global Retirement Partners LLC bought a new stake in shares of CSW Industrials in the fourth quarter valued at about $31,000. 82.79% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have commented on CSW shares. Zacks Research downgraded CSW Industrials from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Citigroup cut their target price on CSW Industrials from $307.00 to $304.00 and set a “neutral” rating for the company in a research note on Wednesday, May 27th. Truist Financial lifted their price target on shares of CSW Industrials from $300.00 to $313.00 and gave the stock a “hold” rating in a research note on Thursday, July 2nd. JPMorgan Chase & Co. boosted their price target on shares of CSW Industrials from $350.00 to $380.00 and gave the company an “overweight” rating in a report on Friday. Finally, Wells Fargo & Company increased their price objective on shares of CSW Industrials from $285.00 to $320.00 and gave the company an “equal weight” rating in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, one has given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.71.

Insider Activity

In related news, CEO Joseph B. Armes sold 1,500 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $279.52, for a total transaction of $419,280.00. Following the completion of the sale, the chief executive officer directly owned 69,100 shares of the company’s stock, valued at $19,314,832. The trade was a 2.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 1.20% of the company’s stock.

Key Headlines Impacting CSW Industrials

Here are the key news stories impacting CSW Industrials this week:

• Positive Sentiment: Strong earnings and revenue growth: Fiscal Q1 EPS was $3.84, above the $3.66 consensus and up from $2.85 a year earlier. Revenue increased 33% year over year to $350.65 million, also surpassing expectations. CSW Industrials Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Record operating performance: CSW described the quarter as an all-time record, while its Contractor Solutions segment delivered a second consecutive quarter of positive organic growth. The results point to improving demand and operating momentum. CSW Industrials Reports Fiscal 2027 First-Quarter Results
• Positive Sentiment: JPMorgan raised its price target from $350 to $380 and reaffirmed an “overweight” rating, implying meaningful additional upside based on the reported reference price. Benzinga analyst action report
• Positive Sentiment: Brokerage coverage remains constructive, with analysts maintaining a consensus “Moderate Buy” recommendation. CSW Industrials Receives Moderate Buy Consensus
• Neutral Sentiment: Wells Fargo lifted its price target from $285 to $320 but kept an “equal weight” rating, suggesting limited near-term valuation upside in its view. Benzinga analyst action report
• Neutral Sentiment: Management is targeting organic revenue growth for fiscal 2027 while projecting approximately $48 million of interest expense, an important factor for future earnings and cash flow. CSW Fiscal 2027 Interest Expense and Growth Outlook

CSW Industrials Trading Down 0.1%

Shares of CSW stock opened at $318.59 on Monday. The company has a market capitalization of $5.19 billion, a P/E ratio of 43.70 and a beta of 0.83. CSW Industrials, Inc. has a 12-month low of $230.45 and a 12-month high of $337.02. The company has a quick ratio of 1.36, a current ratio of 2.70 and a debt-to-equity ratio of 0.77. The firm has a 50-day moving average price of $280.16 and a 200 day moving average price of $283.22.

CSW Industrials (NYSE:CSW) last posted its quarterly earnings data on Thursday, July 30th. The basic materials company reported $3.84 earnings per share for the quarter, topping the consensus estimate of $3.66 by $0.18. CSW Industrials had a net margin of 10.34% and a return on equity of 17.41%. The company had revenue of $350.65 million during the quarter. The firm’s revenue for the quarter was up 33.0% compared to the same quarter last year. Research analysts forecast that CSW Industrials, Inc. will post 12.52 earnings per share for the current fiscal year.

CSW Industrials Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a dividend of $0.30 per share. The ex-dividend date is Friday, July 31st. This represents a $1.20 dividend on an annualized basis and a yield of 0.4%. CSW Industrials’s dividend payout ratio is presently 16.46%.

About CSW Industrials

CSW Industrials, Inc is a diversified industrial manufacturer that develops and supplies specialty chemical products, performance materials and precision surface solutions. The company’s offerings span a range of end markets including energy, industrial processing, converting and automotive, where its products serve critical functions in production efficiency, equipment maintenance and process enhancement.

In its chemical business, CSW Industrials produces solvent- and water-based formulations such as surfactants, corrosion inhibitors and custom blends used in oilfield exploration and production, metalworking, water treatment and other industrial applications.