Research Analysts Offer Predictions for AZZ FY2026 Earnings

AZZ Inc. (NYSE:AZZ) – Research analysts at Noble Financial raised their FY2026 earnings per share (EPS) estimates for AZZ in a research report issued on Friday, January 9th. Noble Financial analyst M. Reichman now anticipates that the industrial products company will earn $6.03 per share for the year, up from their prior forecast of $5.98. 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 $1.18 EPS, Q1 2027 earnings at $1.81 EPS, Q2 2027 earnings at $1.72 EPS, Q3 2027 earnings at $1.68 EPS, Q4 2027 earnings at $1.39 EPS, FY2027 earnings at $6.60 EPS, FY2028 earnings at $6.91 EPS, FY2029 earnings at $7.19 EPS and FY2030 earnings at $7.47 EPS.

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

AZZ Stock Up 4.3%

Shares of NYSE AZZ opened at $122.07 on Monday. The stock has a market capitalization of $3.65 billion, a P/E ratio of 11.47 and a beta of 1.13. The stock’s fifty day moving average is $106.00 and its 200 day moving average is $107.28. AZZ has a 52 week low of $70.90 and a 52 week high of $122.69. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.21 and a current ratio of 1.66.

AZZ (NYSE:AZZ) last announced its quarterly earnings data on Wednesday, January 7th. The industrial products company reported $1.52 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.09. The firm had revenue of $425.75 million during the quarter, compared to analysts’ expectations of $412.97 million. AZZ had a return on equity of 14.45% and a net margin of 19.89%.The company’s quarterly revenue was up 5.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.39 EPS. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS.

AZZ Dividend Announcement

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

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Huntington National Bank lifted its stake in shares of AZZ by 206.7% in the 2nd quarter. Huntington National Bank now owns 273 shares of the industrial products company’s stock valued at $26,000 after acquiring an additional 184 shares during the last quarter. Osterweis Capital Management Inc. bought a new stake in AZZ during the 2nd quarter worth $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in AZZ in the 2nd quarter worth about $34,000. GAMMA Investing LLC raised its position in AZZ by 39.6% in the second quarter. GAMMA Investing LLC now owns 374 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 106 shares during the last quarter. Finally, Assetmark Inc. acquired a new position in shares of AZZ in the third quarter valued at approximately $46,000. 90.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Quarterly revenue and operating results beat expectations — AZZ reported ~5.5% YoY revenue growth to ~$425.8M and improved profitability, which market coverage framed as a clear operational beat that supports the stock rally. Earnings & Press Release
• Positive Sentiment: Metal Coatings and Precoat Metals are key growth drivers — deep-dive reports highlight strong demand, higher volumes and margin expansion in these segments, providing a credible revenue/margin tailwind going forward. AZZ Q4 Deep Dive
• Positive Sentiment: Management pointed to record sales and strategic growth initiatives in the quarter, reinforcing the company’s long-term market positioning in galvanizing and coil coating services. Earnings Highlights
• Positive Sentiment: Board approved a quarterly cash dividend ($0.20/share), signaling confidence in cash generation and returning capital to shareholders. Dividend Announcement
• Neutral Sentiment: Market technicals show rising relative price strength, which can attract momentum money even if fundamental views differ. Relative Strength Note
• Neutral Sentiment: Full earnings call transcripts and analyst write-ups are available for deeper read-throughs; these give more color on backlog, segment trends and capex plans. Earnings Call Transcript
• Negative Sentiment: Management narrowed FY‑2026 EPS guidance to $5.90–$6.20, a range that sits slightly below some consensus estimates — this moderation in guidance is a potential headwind if analysts trim targets. Guidance Update
• Negative Sentiment: Some third‑party summaries flagged mixed reads on quarterly EPS and noted insider selling and lower cash balances, which could temper sentiment for more conservative investors. Analyst/Street Commentary

AZZ Company Profile

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.