Live Oak Investment Partners Invests $1.31 Million in Armstrong World Industries, Inc. $AWI

Live Oak Investment Partners bought a new stake in shares of Armstrong World Industries, Inc. (NYSE:AWI) in the second quarter, Holdings Channel reports. The institutional investor bought 8,181 shares of the construction company’s stock, valued at approximately $1,312,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Larson Financial Group LLC increased its holdings in shares of Armstrong World Industries by 77.0% in the 4th quarter. Larson Financial Group LLC now owns 131 shares of the construction company’s stock worth $25,000 after buying an additional 57 shares during the last quarter. Eurizon Capital SGR S.p.A. bought a new position in shares of Armstrong World Industries in the 4th quarter valued at about $27,000. Cullen Frost Bankers Inc. lifted its holdings in shares of Armstrong World Industries by 124.1% in the 4th quarter. Cullen Frost Bankers Inc. now owns 177 shares of the construction company’s stock valued at $34,000 after acquiring an additional 98 shares during the last quarter. CIBC Private Wealth Group LLC grew its position in Armstrong World Industries by 426.5% in the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the construction company’s stock worth $35,000 after acquiring an additional 145 shares in the last quarter. Finally, Western Wealth Management LLC purchased a new position in Armstrong World Industries in the first quarter worth about $38,000. 98.93% of the stock is owned by hedge funds and other institutional investors.

Armstrong World Industries Stock Up 0.8%

Shares of NYSE AWI opened at $178.66 on Thursday. The company has a debt-to-equity ratio of 0.58, a current ratio of 1.52 and a quick ratio of 1.06. The company has a market cap of $7.55 billion, a P/E ratio of 24.47, a PEG ratio of 1.72 and a beta of 1.16. Armstrong World Industries, Inc. has a 1 year low of $150.28 and a 1 year high of $206.08. The firm has a 50-day simple moving average of $165.25 and a two-hundred day simple moving average of $169.24.

Armstrong World Industries (NYSE:AWI) last released its earnings results on Tuesday, July 28th. The construction company reported $2.36 earnings per share for the quarter, topping the consensus estimate of $2.25 by $0.11. The business had revenue of $472.00 million during the quarter, compared to the consensus estimate of $461.67 million. Armstrong World Industries had a return on equity of 37.35% and a net margin of 18.60%.The business’s revenue for the quarter was up 11.2% compared to the same quarter last year. During the same period last year, the company earned $2.09 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.300-8.500 EPS. Research analysts anticipate that Armstrong World Industries, Inc. will post 8.39 earnings per share for the current year.

Armstrong World Industries Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Wednesday, August 5th were paid a $0.339 dividend. This represents a $1.36 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, August 5th. Armstrong World Industries’s dividend payout ratio (DPR) is currently 18.63%.

Armstrong World Industries announced that its board has initiated a stock repurchase plan on Tuesday, July 21st that authorizes the company to repurchase $800.00 million in shares. This repurchase authorization authorizes the construction company to repurchase up to 12.3% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Evercore set a $200.00 price objective on Armstrong World Industries in a research note on Tuesday, April 28th. UBS Group reaffirmed a “neutral” rating and issued a $203.00 price objective on shares of Armstrong World Industries in a research note on Wednesday, July 29th. Weiss Ratings cut Armstrong World Industries from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 4th. Finally, Jefferies Financial Group reissued a “hold” rating and set a $190.00 target price on shares of Armstrong World Industries in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $213.00.

Key Headlines Impacting Armstrong World Industries

Here are the key news stories impacting Armstrong World Industries this week:

• Positive Sentiment: Zacks increased its estimates for third-quarter 2026 EPS to $2.36 from $2.30, fourth-quarter 2026 EPS to $1.97 from $1.96, and first-quarter 2027 EPS to $2.18 from $2.16. Armstrong World Industries analyst estimates
• Positive Sentiment: Forecasts for the second and third quarters of 2027 also rose, with EPS estimates increasing to $2.51 from $2.42 and $2.49 from $2.43, respectively. The fourth-quarter 2027 estimate increased to $2.19 from $2.15.
• Positive Sentiment: Zacks lifted its full-year 2027 EPS forecast to $9.38 from $9.16 and its full-year 2028 forecast to $10.12 from $9.91. It also raised first-quarter 2028 EPS to $2.40 from $2.37 and second-quarter 2028 EPS to $2.67 from $2.57.
• Neutral Sentiment: The current-year analyst consensus remains $8.39 per share, while Zacks’ revisions primarily affect future periods. Investors will look for confirmation in upcoming results and guidance.

Armstrong World Industries Profile

Armstrong World Industries, Inc is a leading global manufacturer of commercial ceiling and wall solutions. The company offers a diverse portfolio of acoustical, decorative and specialty ceiling systems designed to enhance interior environments in offices, healthcare facilities, schools, retail outlets and other non-residential settings. Through its focus on performance, aesthetics and sustainability, Armstrong World Industries addresses both functional and design requirements for architects, contractors and building owners.

Armstrong’s product range includes mineral fiber, fiberglass, wood wool, metal and stone wool ceiling panels, as well as suspension and grid systems.