AZZ (NYSE:AZZ) Reaches New 12-Month High – Still a Buy?

AZZ Inc. (NYSE:AZZ)’s stock price hit a new 52-week high during trading on Wednesday . The stock traded as high as $123.06 and last traded at $121.7350, with a volume of 179348 shares changing hands. The stock had previously closed at $121.48.

Key Headlines Impacting AZZ

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

Wall Street Analyst Weigh In

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

AZZ Stock Performance

The stock has a fifty day moving average of $106.83 and a 200-day moving average of $107.67. The firm has a market capitalization of $3.64 billion, a P/E ratio of 11.44 and a beta of 1.13. The company has a quick ratio of 1.21, a current ratio of 1.66 and a debt-to-equity ratio of 0.41.

AZZ (NYSE:AZZ) last released 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. The firm had revenue of $425.75 million during the quarter, compared to the consensus estimate of $412.97 million. AZZ had a return on equity of 14.45% and a net margin of 19.89%.During the same quarter in the prior year, the firm posted $1.39 EPS. The business’s revenue was up 5.5% on a year-over-year basis. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. On average, research analysts anticipate that AZZ Inc. will post 5.13 EPS for the current year.

AZZ Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 26th. Shareholders of record on Thursday, February 5th will be paid a $0.20 dividend. This represents a $0.80 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, February 5th. AZZ’s payout ratio is presently 7.52%.

Insider Activity at AZZ

In related news, insider Tara D. Mackey sold 1,568 shares of AZZ stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $119.43, for a total value of $187,266.24. Following the sale, the insider owned 28,086 shares of the company’s stock, valued at approximately $3,354,310.98. The trade was a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.77% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in AZZ. Huntington National Bank boosted its holdings 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 buying an additional 184 shares during the last quarter. Osterweis Capital Management Inc. bought a new stake in AZZ during the second quarter worth $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in AZZ in the second quarter valued at $34,000. GAMMA Investing LLC lifted its stake 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 acquiring an additional 106 shares during the last quarter. Finally, Assetmark Inc. bought a new position in shares of AZZ in the 3rd quarter valued at about $46,000. Institutional investors and hedge funds own 90.93% of the company’s stock.

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.