Robeco Schweiz AG Takes Position in AZZ Inc. $AZZ

Robeco Schweiz AG purchased a new stake in AZZ Inc. (NYSE:AZZ) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 40,000 shares of the industrial products company’s stock, valued at approximately $4,365,000. Robeco Schweiz AG owned approximately 0.13% of AZZ as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Nordea Investment Management AB increased its holdings in AZZ by 4.0% in the 3rd quarter. Nordea Investment Management AB now owns 98,764 shares of the industrial products company’s stock valued at $10,667,000 after buying an additional 3,766 shares during the period. New York State Teachers Retirement System raised its position in AZZ by 11.9% during the third quarter. New York State Teachers Retirement System now owns 27,112 shares of the industrial products company’s stock valued at $2,959,000 after purchasing an additional 2,881 shares in the last quarter. Oliver Luxxe Assets LLC lifted its stake in AZZ by 1.5% during the third quarter. Oliver Luxxe Assets LLC now owns 18,068 shares of the industrial products company’s stock worth $1,972,000 after purchasing an additional 260 shares during the last quarter. Longboard Asset Management LP acquired a new stake in shares of AZZ in the 3rd quarter valued at $210,000. Finally, Allspring Global Investments Holdings LLC boosted its holdings in shares of AZZ by 5.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 130,377 shares of the industrial products company’s stock valued at $14,228,000 after purchasing an additional 6,530 shares in the last quarter. Institutional investors own 90.93% of the company’s stock.

AZZ News Roundup

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Record Q3: AZZ posted better-than-expected EPS and revenue, announced a dividend increase and buybacks — news that supports multiple buy-side upgrades and helped push sentiment higher. AZZ (AZZ) Is Up 11.3% After Record Q3, Higher EPS, Dividend Hike and Buybacks – What’s Changed
• Positive Sentiment: Management set FY2026 EPS guidance (5.900–6.200) and recent analyst bullishness/price-target increases reinforce upside expectations and valuation support. AZZ Stock Gains Momentum: Analysts Forecast 25% Upside From Here
• Neutral Sentiment: AZZ is drawing retail attention and appearing on trending lists — this can amplify intraday moves but is not a fundamental driver. Is Trending Stock AZZ Inc. (AZZ) a Buy Now?
• Negative Sentiment: Insider selling: Chief Legal Officer Tara D. Mackey sold 1,000 shares (Jan 8) and 1,568 shares (Jan 9) at roughly $118–$119, reducing her position — repeated insider sales can signal near-term supply. AZZ Chief Legal Officer Trades $305K In Company Stock
• Negative Sentiment: Wider insider & institutional activity shows net selling in recent quarters (multiple executives sold; several large funds trimmed positions), which could cap upside even as fundamentals improve. Insider Sale: Chief Legal Officer of $AZZ Sells 1,000 Shares

Analyst Ratings Changes

AZZ has been the topic of several research analyst reports. Wall Street Zen raised AZZ from a “hold” rating to a “buy” rating in a research note on Saturday. B. Riley raised their target price on shares of AZZ from $131.00 to $140.00 and gave the company a “buy” rating in a research report on Wednesday, September 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of AZZ in a research note on Monday, December 29th. Wells Fargo & Company lowered their price target on shares of AZZ from $128.00 to $121.00 and set an “overweight” rating for the company in a report on Friday, October 10th. Finally, Robert W. Baird set a $125.00 price objective on AZZ in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, AZZ presently has a consensus rating of “Moderate Buy” and a consensus price target of $117.17.

Insider Transactions at AZZ

In other AZZ news, insider Tara D. Mackey sold 1,568 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $119.43, for a total transaction of $187,266.24. Following the transaction, the insider owned 28,086 shares in the company, valued at approximately $3,354,310.98. This represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 1.77% of the company’s stock.

AZZ Price Performance

Shares of AZZ opened at $121.74 on Wednesday. The business has a 50-day moving average of $106.83 and a 200-day moving average of $107.67. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.66 and a quick ratio of 1.21. The company has a market capitalization of $3.64 billion, a price-to-earnings ratio of 11.44 and a beta of 1.13. AZZ Inc. has a 1 year low of $70.90 and a 1 year high of $123.06.

AZZ (NYSE:AZZ) last issued its quarterly earnings results on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.09. AZZ had a return on equity of 14.45% and a net margin of 19.89%.The firm had revenue of $425.75 million during the quarter, compared to the consensus estimate of $412.97 million. During the same period last year, the business posted $1.39 EPS. The business’s revenue was up 5.5% compared to the same quarter last year. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. As a group, equities research analysts anticipate that AZZ Inc. will post 5.13 earnings per share for the current year.

AZZ Announces Dividend

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

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.