Griffon (NYSE:GFF) Sets New 12-Month High Following Strong Earnings

Griffon Corporation (NYSE:GFF) shares reached a new 52-week high on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $88.70 and last traded at $88.4710, with a volume of 60604 shares changing hands. The stock had previously closed at $84.73.

The conglomerate reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates of $1.34 by $0.11. Griffon had a net margin of 1.76% and a return on equity of 228.83%. The company had revenue of $649.09 million during the quarter, compared to analysts’ expectations of $618.35 million. During the same period in the prior year, the business posted $1.39 earnings per share. The firm’s revenue for the quarter was up 2.6% on a year-over-year basis.

Griffon Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Friday, February 27th will be paid a $0.22 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.88 dividend on an annualized basis and a dividend yield of 0.9%. Griffon’s payout ratio is currently 88.00%.

Griffon News Summary

Here are the key news stories impacting Griffon this week:

• Positive Sentiment: Q1 results beat consensus — Griffon reported $1.45 EPS vs. $1.34 expected and revenue of $649.1M vs. ~$618M est., showing y/y revenue growth. The beat reinforces near-term earnings momentum. Griffon’s Earnings & Revenues Top Estimates in Q1
• Positive Sentiment: Portfolio refocus announced — Griffon unveiled strategic actions to streamline into a pure-play North American building products company (garage/sectional doors, ceiling fans), a move positioned to improve focus and long-term valuation. Taking Strategic Actions to Maximize Shareholder Value
• Positive Sentiment: JV with ONCAP — Griffon and ONCAP formed a joint venture combining several tool and garden brands (Bellota, Corona, Burgon & Ball), creating scale in professional & consumer products and potentially monetizing non-core assets. ONCAP and Griffon to Form Joint Venture
• Positive Sentiment: Dividend declared — Griffon announced a $0.22 quarterly dividend (record Feb 27, payable Mar 18), signaling cash return to shareholders and confidence in cash flow. (Yield ~1.0%)
• Neutral Sentiment: Earnings call materials available — Management provided a slide deck and earnings call/transcript for deeper details on results and strategy; useful for validating guidance and margins. Q1 Results – Earnings Call Presentation
• Neutral Sentiment: Market commentary notes improving relative price performance — coverage and press outlets highlight the stock’s run but note it remains below some benchmarks; monitor for continued momentum. Griffon shows rising relative price performance
• Neutral Sentiment: FY guidance entry in feeds appears unclear — some wires referenced an updated FY2026 outlook but the published numbers in the feed are garbled; investors should check Griffon’s official release/10-Q for confirmed guidance. (See company press materials.) Griffon Q1 Press Release / Slide Deck
• Negative Sentiment: Profitability & cost pressure — while revenue rose, net income fell to $64.4M from $70.9M a year ago and management cited cost pressures that compressed margins; watch margin recovery and cost actions. Griffon Announces First Quarter Results

Wall Street Analyst Weigh In

GFF has been the subject of a number of research reports. Stephens upped their target price on shares of Griffon from $90.00 to $92.00 and gave the stock an “overweight” rating in a report on Monday, November 24th. Robert W. Baird set a $108.00 price target on shares of Griffon in a research report on Friday. Wall Street Zen raised shares of Griffon from a “hold” rating to a “buy” rating in a research note on Saturday, November 22nd. Zacks Research upgraded Griffon from a “strong sell” rating to a “hold” rating in a research report on Monday, January 19th. Finally, CJS Securities upgraded Griffon to a “strong-buy” rating in a research report on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $97.20.

Institutional Trading of Griffon

Several institutional investors have recently modified their holdings of GFF. IFP Advisors Inc grew its position in Griffon by 8,720.0% in the 2nd quarter. IFP Advisors Inc now owns 441 shares of the conglomerate’s stock valued at $32,000 after buying an additional 436 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its stake in shares of Griffon by 151.7% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 438 shares of the conglomerate’s stock worth $32,000 after purchasing an additional 264 shares in the last quarter. Huntington National Bank raised its holdings in shares of Griffon by 645.0% in the third quarter. Huntington National Bank now owns 447 shares of the conglomerate’s stock worth $34,000 after acquiring an additional 387 shares during the last quarter. Osterweis Capital Management Inc. purchased a new position in Griffon in the 2nd quarter valued at about $37,000. Finally, McIlrath & Eck LLC boosted its holdings in shares of Griffon by 43.4% during the third quarter. McIlrath & Eck LLC now owns 539 shares of the conglomerate’s stock worth $41,000 after purchasing an additional 163 shares during the last quarter. Hedge funds and other institutional investors own 73.22% of the company’s stock.

Griffon Trading Up 6.0%

The company has a current ratio of 2.55, a quick ratio of 1.34 and a debt-to-equity ratio of 12.36. The business has a 50 day simple moving average of $78.99 and a 200-day simple moving average of $76.75. The stock has a market capitalization of $4.42 billion, a price-to-earnings ratio of 103.21, a price-to-earnings-growth ratio of 1.30 and a beta of 1.33.

Griffon Company Profile

Griffon Corporation (NYSE:GFF) is a diversified management and holding company whose subsidiaries design, manufacture and market products for residential, commercial and defense applications. Operating through three primary platforms—Home & Building Products, Defense Electronics and Specialty Industrial—Griffon’s portfolio spans consumer and industrial brands with a focus on long-lived products and recurring aftermarket opportunities.

In the Home & Building Products segment, Griffon’s Clopay Building Products division is a leading North American manufacturer of residential and commercial garage doors, specializing in steel, fiberglass and composite designs as well as decorative carriage-house styles.