Lazard Asset Management LLC Takes Position in Gibraltar Industries, Inc. $ROCK

Lazard Asset Management LLC purchased a new position in shares of Gibraltar Industries, Inc. (NASDAQ:ROCK) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 12,280 shares of the construction company’s stock, valued at approximately $490,000.

Other large investors have also bought and sold shares of the company. Gamco Investors INC. ET AL boosted its stake in shares of Gibraltar Industries by 15.9% in the 1st quarter. Gamco Investors INC. ET AL now owns 105,795 shares of the construction company’s stock valued at $4,218,000 after purchasing an additional 14,525 shares in the last quarter. Caxton Associates LLP acquired a new stake in Gibraltar Industries in the first quarter valued at $1,225,000. Inceptionr LLC acquired a new stake in shares of Gibraltar Industries in the first quarter valued at about $354,000. State of Wyoming raised its position in shares of Gibraltar Industries by 28.7% in the 1st quarter. State of Wyoming now owns 1,360 shares of the construction company’s stock worth $54,000 after acquiring an additional 303 shares in the last quarter. Finally, First Wilshire Securities Management Inc. boosted its holdings in shares of Gibraltar Industries by 287.7% during the 1st quarter. First Wilshire Securities Management Inc. now owns 499,923 shares of the construction company’s stock worth $19,932,000 after buying an additional 370,985 shares in the last quarter. 98.39% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Gibraltar Industries

In other Gibraltar Industries news, VP Katherine Bolanowski bought 1,400 shares of the firm’s stock in a transaction dated Thursday, May 21st. The stock was purchased at an average cost of $35.63 per share, with a total value of $49,882.00. Following the transaction, the vice president directly owned 17,389 shares in the company, valued at $619,570.07. This trade represents a 8.76% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Joseph A. Lovechio bought 1,000 shares of the stock in a transaction dated Wednesday, May 20th. The shares were acquired at an average price of $34.62 per share, for a total transaction of $34,620.00. Following the completion of the purchase, the chief financial officer directly owned 13,390 shares in the company, valued at approximately $463,561.80. This trade represents a 8.07% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 22,135 shares of company stock worth $823,380 in the last quarter. 0.90% of the stock is currently owned by company insiders.

More Gibraltar Industries News

Here are the key news stories impacting Gibraltar Industries this week:

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Gibraltar reported adjusted earnings of $1.11 per share, above the $1.02 consensus estimate, while revenue reached $509.6 million versus expectations of $472.1 million. Gibraltar Industries Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Sales growth and acquisition contributions were encouraging. Reports highlighted approximately 65% sales growth, strong organic performance in the materials business and contributions from the OmniMax acquisition. Management also pointed to expected synergy capture and additional upside from OmniMax. Why Gibraltar Industries Stock Soared
• Positive Sentiment: Full-year guidance was maintained. Gibraltar reiterated 2026 sales guidance of approximately $1.76 billion to $1.83 billion and EPS guidance of $3.65 to $4.05, broadly consistent with analyst expectations. Gibraltar Reiterates 2026 Guidance
• Positive Sentiment: Deleveraging is a stated priority. Management is targeting net leverage of roughly 2.5 times by the first quarter of 2028, which could improve financial flexibility if execution remains on track.
• Neutral Sentiment: Quarterly comparisons are affected by the reclassification of the Renewables business as discontinued operations, making reported year-over-year sales trends less directly comparable.
• Negative Sentiment: EPS declined from $1.13 in the year-earlier quarter despite the beat, while the company continues to report a negative net margin, factors that may limit enthusiasm.
• Negative Sentiment: The earnings-driven rally may have prompted profit-taking, while acquisition-related debt and the path toward lower leverage remain execution risks.

Gibraltar Industries Price Performance

Gibraltar Industries stock opened at $50.78 on Friday. Gibraltar Industries, Inc. has a 52 week low of $33.56 and a 52 week high of $75.08. The company’s 50 day moving average price is $42.59 and its two-hundred day moving average price is $43.27. The company has a quick ratio of 0.87, a current ratio of 1.46 and a debt-to-equity ratio of 1.37. The stock has a market cap of $1.51 billion, a P/E ratio of -10.08, a P/E/G ratio of 0.96 and a beta of 1.22.

Gibraltar Industries (NASDAQ:ROCK) last released its earnings results on Wednesday, August 5th. The construction company reported $1.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.09. The company had revenue of $509.55 million during the quarter, compared to analyst estimates of $472.09 million. Gibraltar Industries had a positive return on equity of 11.23% and a negative net margin of 10.43%.Gibraltar Industries’s quarterly revenue was down 100.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.13 earnings per share. Gibraltar Industries has set its FY 2026 guidance at 3.650-4.050 EPS. On average, equities analysts predict that Gibraltar Industries, Inc. will post 3.8 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on ROCK. Zacks Research raised shares of Gibraltar Industries from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Longbow Research initiated coverage on Gibraltar Industries in a research report on Tuesday, July 7th. They issued a “buy” rating for the company. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Gibraltar Industries in a report on Friday, May 29th. Finally, Seaport Research Partners reiterated a “buy” rating and issued a $55.00 target price on shares of Gibraltar Industries in a research note on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Gibraltar Industries currently has a consensus rating of “Moderate Buy”.

Gibraltar Industries Company Profile

Gibraltar Industries, Inc (NASDAQ: ROCK) is a leading manufacturer of building products and infrastructure solutions for the residential, commercial, industrial and utility markets. The company designs, engineers and markets a broad portfolio of highly engineered products to reinforce structures, improve energy efficiency and enhance safety and durability. Gibraltar’s Building Products segment includes metal roofing, siding, ventilation and structural support systems for homes and light commercial facilities, while its Infrastructure Solutions segment supplies transmission and distribution hardware, storm response equipment and renewable energy supports to utility and civil markets.

In the Building Products segment, Gibraltar offers metal and composite solutions such as roof and siding panels, deck and solar shading supports, chimney and venting systems, railings and fencing.