William Blair Analysts Lift Earnings Estimates for AZEK

The AZEK Company Inc. (NYSE:AZEK - Free Report) - William Blair upped their Q3 2025 EPS estimates for AZEK in a report released on Wednesday, February 5th. William Blair analyst R. Merkel now forecasts that the company will earn $0.44 per share for the quarter, up from their prior forecast of $0.43. The consensus estimate for AZEK's current full-year earnings is $1.29 per share. William Blair also issued estimates for AZEK's Q1 2026 earnings at $0.17 EPS, Q2 2026 earnings at $0.50 EPS, Q3 2026 earnings at $0.55 EPS and Q4 2026 earnings at $0.35 EPS.

AZEK (NYSE:AZEK - Get Free Report) last issued its quarterly earnings results on Tuesday, February 4th. The company reported $0.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.14 by $0.03. AZEK had a return on equity of 13.47% and a net margin of 9.85%.

A number of other brokerages have also issued reports on AZEK. JPMorgan Chase & Co. increased their price objective on shares of AZEK from $48.00 to $58.00 and gave the company an "overweight" rating in a report on Monday, November 25th. The Goldman Sachs Group boosted their price target on shares of AZEK from $52.00 to $59.00 and gave the stock a "buy" rating in a research note on Thursday, December 12th. DA Davidson raised their price objective on AZEK from $44.00 to $50.00 and gave the company a "neutral" rating in a research report on Wednesday, November 20th. Citigroup upgraded AZEK from a "neutral" rating to a "buy" rating and raised their price target for the company from $51.00 to $60.00 in a report on Monday, January 6th. Finally, Barclays upped their price objective on AZEK from $58.00 to $64.00 and gave the stock an "overweight" rating in a report on Wednesday, December 11th. Four analysts have rated the stock with a hold rating and nine have issued a buy rating to the stock. According to data from MarketBeat, AZEK currently has an average rating of "Moderate Buy" and an average price target of $54.85.

AZEK Price Performance

Shares of NYSE:AZEK traded up $0.89 during trading on Monday, hitting $49.95. 903,613 shares of the company's stock were exchanged, compared to its average volume of 1,575,904. The business's 50-day simple moving average is $49.94 and its 200 day simple moving average is $46.57. The company has a debt-to-equity ratio of 0.31, a current ratio of 2.56 and a quick ratio of 1.14. AZEK has a 52-week low of $35.48 and a 52-week high of $54.91. The company has a market cap of $7.14 billion, a price-to-earnings ratio of 50.45, a PEG ratio of 2.19 and a beta of 1.94.

Insider Buying and Selling

In related news, CEO Jesse G. Singh sold 20,000 shares of AZEK stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $53.32, for a total transaction of $1,066,400.00. Following the completion of the sale, the chief executive officer now owns 923,765 shares in the company, valued at $49,255,149.80. This trade represents a 2.12 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CMO Samara Toole sold 1,709 shares of the company's stock in a transaction dated Tuesday, December 17th. The stock was sold at an average price of $53.00, for a total transaction of $90,577.00. Following the completion of the transaction, the chief marketing officer now owns 16,632 shares in the company, valued at $881,496. This represents a 9.32 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 61,709 shares of company stock valued at $3,060,151. Insiders own 3.20% of the company's stock.

Institutional Trading of AZEK

A number of hedge funds have recently added to or reduced their stakes in AZEK. Creative Planning boosted its position in AZEK by 44.4% during the 2nd quarter. Creative Planning now owns 6,557 shares of the company's stock valued at $276,000 after acquiring an additional 2,017 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of AZEK during the 2nd quarter worth $262,000. CWM LLC grew its stake in AZEK by 12.5% in the third quarter. CWM LLC now owns 5,735 shares of the company's stock valued at $268,000 after purchasing an additional 636 shares during the last quarter. Paladin Wealth LLC purchased a new stake in shares of AZEK during the third quarter valued at about $39,000. Finally, ORG Wealth Partners LLC bought a new stake in shares of AZEK in the 3rd quarter valued at about $31,000. 97.44% of the stock is owned by hedge funds and other institutional investors.

About AZEK

The AZEK Company Inc engages in the design, manufacturing, and selling of building products for residential, commercial, and industrial markets in the United States and Canada. It operates through two segments: Residential and Commercial. The Residential segment designs and manufactures engineered outdoor living products, such as decking, railing, trim and molding, siding and cladding, pergolas and cabanas, and accessories under the TimberTech, AZEK Exteriors, VERSATEX, ULTRALOX, StruXure, and INTEX brands.