Roth Capital Weighs in on AZZ's Q1 Earnings (NYSE:AZZ)

AZZ Inc. (NYSE:AZZ - Free Report) - Roth Capital increased their Q1 2026 EPS estimates for AZZ in a research note issued to investors on Thursday, April 24th. Roth Capital analyst G. Sweeney now expects that the industrial products company will post earnings of $1.55 per share for the quarter, up from their previous forecast of $1.49. Roth Capital has a "Strong-Buy" rating on the stock. The consensus estimate for AZZ's current full-year earnings is $5.13 per share. Roth Capital also issued estimates for AZZ's Q3 2026 earnings at $1.54 EPS, Q4 2026 earnings at $1.14 EPS, FY2026 earnings at $5.79 EPS and FY2027 earnings at $6.30 EPS.

AZZ has been the topic of several other research reports. Noble Financial restated an "outperform" rating on shares of AZZ in a research report on Thursday, March 6th. B. Riley lifted their price target on shares of AZZ from $99.00 to $111.00 and gave the stock a "buy" rating in a research report on Tuesday, February 11th. Sidoti upgraded shares of AZZ from a "neutral" rating to a "buy" rating and set a $101.00 price target on the stock in a research report on Wednesday, April 9th. Finally, Roth Mkm initiated coverage on shares of AZZ in a research report on Tuesday, February 11th. They issued a "buy" rating and a $108.00 price target on the stock. Four investment analysts have rated the stock with a hold rating, six have assigned a buy rating and one has assigned a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $100.71.

AZZ Price Performance

Shares of NYSE AZZ traded up $1.58 during mid-day trading on Friday, reaching $86.79. 287,153 shares of the company traded hands, compared to its average volume of 240,297. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.77 and a quick ratio of 1.26. The firm has a market cap of $2.60 billion, a PE ratio of 58.64, a price-to-earnings-growth ratio of 1.32 and a beta of 1.22. AZZ has a fifty-two week low of $69.59 and a fifty-two week high of $99.49. The stock has a fifty day simple moving average of $85.75 and a 200-day simple moving average of $86.48.

AZZ (NYSE:AZZ - Get Free Report) last announced its quarterly earnings results on Monday, April 21st. The industrial products company reported $0.98 EPS for the quarter, beating the consensus estimate of $0.95 by $0.03. AZZ had a net margin of 7.94% and a return on equity of 16.99%. The company had revenue of $351.88 million for the quarter, compared to analyst estimates of $367.78 million.

Institutional Investors Weigh In On AZZ

Several large investors have recently made changes to their positions in the company. US Bancorp DE lifted its stake in AZZ by 39.0% in the fourth quarter. US Bancorp DE now owns 463 shares of the industrial products company's stock valued at $38,000 after acquiring an additional 130 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in AZZ by 202.5% in the fourth quarter. Smartleaf Asset Management LLC now owns 475 shares of the industrial products company's stock valued at $39,000 after acquiring an additional 318 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in AZZ by 32.4% in the fourth quarter. Farther Finance Advisors LLC now owns 515 shares of the industrial products company's stock valued at $42,000 after acquiring an additional 126 shares during the last quarter. Quarry LP lifted its stake in AZZ by 2,150.0% in the fourth quarter. Quarry LP now owns 855 shares of the industrial products company's stock valued at $70,000 after acquiring an additional 817 shares during the last quarter. Finally, KBC Group NV lifted its stake in AZZ by 50.8% in the fourth quarter. KBC Group NV now owns 1,244 shares of the industrial products company's stock valued at $102,000 after acquiring an additional 419 shares during the last quarter. Institutional investors own 90.93% of the company's stock.

AZZ Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 15th. Stockholders of record on Thursday, April 24th will be paid a dividend of $0.17 per share. This represents a $0.68 dividend on an annualized basis and a dividend yield of 0.78%. The ex-dividend date is Thursday, April 24th. AZZ's dividend payout ratio (DPR) is presently 42.77%.

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.