What is Noble Financial’s Forecast for AZZ FY2026 Earnings?

AZZ Inc. (NYSE:AZZ) – Analysts at Noble Financial reduced their FY2026 earnings per share estimates for shares of AZZ in a research report issued to clients and investors on Friday, October 10th. Noble Financial analyst M. Reichman now expects that the industrial products company will earn $5.98 per share for the year, down from their prior estimate of $6.00. Noble Financial currently has a “Outperform” rating on the stock. The consensus estimate for AZZ’s current full-year earnings is $5.13 per share. Noble Financial also issued estimates for AZZ’s Q4 2026 earnings at $1.17 EPS, FY2027 earnings at $6.41 EPS, FY2029 earnings at $6.99 EPS and FY2030 earnings at $7.26 EPS.

A number of other research firms have also recently issued reports on AZZ. Wells Fargo & Company cut their price target on AZZ from $128.00 to $121.00 and set an “overweight” rating on the stock in a report on Friday. B. Riley increased their price target on AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Weiss Ratings restated a “buy (a-)” rating on shares of AZZ in a report on Wednesday, October 8th. Robert W. Baird increased their target price on AZZ from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Friday, August 15th. Finally, Evercore ISI increased their target price on AZZ from $90.00 to $108.00 and gave the stock an “outperform” rating in a report on Wednesday, July 9th. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, AZZ has a consensus rating of “Moderate Buy” and a consensus price target of $115.43.

AZZ Price Performance

AZZ stock opened at $100.49 on Monday. The stock has a market capitalization of $3.02 billion, a price-to-earnings ratio of 9.66 and a beta of 1.30. AZZ has a 52-week low of $70.90 and a 52-week high of $119.95. The stock’s 50 day moving average price is $111.78 and its two-hundred day moving average price is $99.53. The company has a debt-to-equity ratio of 0.44, a quick ratio of 1.25 and a current ratio of 1.73.

AZZ (NYSE:AZZ) last posted its quarterly earnings results on Tuesday, May 9th. The industrial products company reported $0.56 earnings per share (EPS) for the quarter. The firm had revenue of $129.87 million for the quarter. AZZ had a return on equity of 15.01% and a net margin of 19.69%.

Hedge Funds Weigh In On AZZ

Several large investors have recently bought and sold shares of the stock. Geode Capital Management LLC lifted its stake in AZZ by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 708,852 shares of the industrial products company’s stock valued at $66,981,000 after acquiring an additional 9,326 shares in the last quarter. Westwood Holdings Group Inc. lifted its stake in AZZ by 19.4% during the 1st quarter. Westwood Holdings Group Inc. now owns 650,072 shares of the industrial products company’s stock valued at $54,353,000 after acquiring an additional 105,723 shares in the last quarter. Bank of America Corp DE lifted its stake in AZZ by 4.0% during the 2nd quarter. Bank of America Corp DE now owns 287,595 shares of the industrial products company’s stock valued at $27,172,000 after acquiring an additional 11,113 shares in the last quarter. Kennedy Capital Management LLC lifted its stake in AZZ by 2.1% during the 2nd quarter. Kennedy Capital Management LLC now owns 259,272 shares of the industrial products company’s stock valued at $24,496,000 after acquiring an additional 5,301 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of AZZ by 0.5% during the 2nd quarter. Bank of New York Mellon Corp now owns 216,511 shares of the industrial products company’s stock valued at $20,456,000 after purchasing an additional 1,087 shares during the last quarter. 90.93% of the stock is currently owned by institutional investors.

Insider Buying and Selling at AZZ

In other AZZ news, COO Bryan Lee Stovall sold 5,000 shares of the firm’s stock in a transaction on Monday, August 11th. The stock was sold at an average price of $111.60, for a total transaction of $558,000.00. Following the transaction, the chief operating officer directly owned 22,709 shares in the company, valued at approximately $2,534,324.40. This trade represents a 18.04% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kurt L. Russell sold 10,321 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $112.21, for a total value of $1,158,119.41. Following the transaction, the insider owned 16,804 shares in the company, valued at approximately $1,885,576.84. This trade represents a 38.05% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 41,837 shares of company stock worth $4,655,418. Corporate insiders own 1.77% of the company’s stock.

AZZ Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 6th. Shareholders of record on Thursday, October 16th will be paid a dividend of $0.20 per share. The ex-dividend date is Thursday, October 16th. This represents a $0.80 annualized dividend and a yield of 0.8%. AZZ’s dividend payout ratio (DPR) is 7.69%.

AZZ Company Profile

AZZ Inc provides hot-dip galvanizing and coil coating solutions in North America. It offers metal finishing solutions for corrosion protection, including hot-dip galvanizing, spin galvanizing, powder coating, anodizing, and plating to steel fabrication and other industries, as well as to fabricators or manufacturers that provide services to the transmission and distribution, bridge and highway, petrochemical, and general industrial markets; and original equipment manufacturers.