AZZ (NYSE:AZZ) Announces Quarterly Earnings Results

AZZ (NYSE:AZZ) released its quarterly earnings results on Wednesday. The industrial products company reported $1.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.43 by $0.09, FiscalAI reports. AZZ had a return on equity of 14.85% and a net margin of 19.89%.The business had revenue of $425.75 million during the quarter, compared to the consensus estimate of $412.97 million. During the same period in the previous year, the company posted $1.39 EPS. The business’s quarterly revenue was up 5.5% compared to the same quarter last year. AZZ updated its FY 2026 guidance to 5.900-6.200 EPS.

AZZ Price Performance

AZZ stock opened at $117.35 on Friday. AZZ has a 12-month low of $70.90 and a 12-month high of $120.00. The company has a current ratio of 1.73, a quick ratio of 1.25 and a debt-to-equity ratio of 0.44. The firm has a 50-day moving average price of $105.56 and a 200-day moving average price of $106.83. The firm has a market capitalization of $3.53 billion, a PE ratio of 11.03 and a beta of 1.13.

AZZ Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 26th. Stockholders of record on Thursday, February 5th will be paid a $0.20 dividend. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $0.80 annualized dividend and a dividend yield of 0.7%. AZZ’s dividend payout ratio is currently 7.52%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on AZZ shares. B. Riley raised their price objective on shares of AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Wall Street Zen downgraded shares of AZZ from a “buy” rating to a “hold” rating in a research report on Saturday, September 13th. Weiss Ratings reissued a “buy (b)” rating on shares of AZZ in a research report on Monday, December 29th. Finally, Wells Fargo & Company reduced their price objective on AZZ from $128.00 to $121.00 and set an “overweight” rating for the company in a research note on Friday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.33.

Institutional Trading of AZZ

Several institutional investors have recently added to or reduced their stakes in the company. Bank of America Corp DE grew its stake in shares of AZZ by 19.9% during the third quarter. Bank of America Corp DE now owns 344,929 shares of the industrial products company’s stock valued at $37,642,000 after buying an additional 57,334 shares during the last quarter. Invesco Ltd. lifted its stake in shares of AZZ by 103.5% during the 3rd quarter. Invesco Ltd. now owns 276,990 shares of the industrial products company’s stock worth $30,228,000 after acquiring an additional 140,877 shares during the last quarter. Public Sector Pension Investment Board boosted its holdings in AZZ by 7.6% during the 2nd quarter. Public Sector Pension Investment Board now owns 101,984 shares of the industrial products company’s stock valued at $9,635,000 after acquiring an additional 7,194 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in AZZ by 21.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 84,076 shares of the industrial products company’s stock valued at $7,030,000 after acquiring an additional 14,965 shares during the period. Finally, Qube Research & Technologies Ltd bought a new position in AZZ in the 3rd quarter valued at $8,739,000. Institutional investors own 90.93% of the company’s stock.

Key Stories Impacting AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q3 results exceeded sales expectations — total sales $425.7M (+5.5% YoY) and adjusted EPS of $1.52 topped consensus, driven by margin improvements that support near-term earnings strength. AZZ Q3 Press Release
• Positive Sentiment: Metal Coatings segment surged (strong sales and higher segment EBITDA margin), a clear growth driver that management is prioritizing for FY26. Investing.com: Metal Coatings Sales Surge
• Positive Sentiment: Shareholder returns and balance-sheet moves: board declared a $0.20 quarterly cash dividend, the company repurchased ~$20M of stock in the quarter, and reduced debt (net leverage ~1.6x), which supports valuation upside. AZZ Dividend Announcement
• Neutral Sentiment: FY2026 guidance narrowed to $5.90–$6.20 EPS and revenue guidance of ~$1.6–$1.7B — narrowing can be a confidence signal, but the midpoint is roughly in line with (or slightly below) some sell?side estimates, making this a mixed read for investors. MSN: Guidance Narrowed
• Neutral Sentiment: Wall Street interest remains constructive (recent buy/overweight ratings and a median price target in the mid-$120s), which can provide support but is not a fresh upgrade catalyst. QuiverQuant: Analyst Coverage & Targets
• Negative Sentiment: GAAP EPS and cash-position notes introduced caution: GAAP diluted EPS ($1.36) was reported below some estimates, and a third?party summary flagged a sharp year?over?year decline in cash & cash equivalents — items investors may view as risk points. QuiverQuant: GAAP EPS & Cash Notes
• Negative Sentiment: Insider selling and some institutional trimming were reported, which can weigh on sentiment even as fundamentals improve. QuiverQuant: Insider & Institutional Activity

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.