AZZ Inc. (AZZ)

Over the past six months, AZZ's stock price has been impacted by several events. The company's stock price rose by 62.90% over the last 12 months. As of May 7, 2026, the stock price was $144.09. In April 2026, AZZ reported fiscal fourth-quarter and full-year 2026 results that exceeded expectations, leading to an 8.7% stock increase. The company reported record full-year sales growth, profitability, and cash generation. Also in April 2026, AZZ's board authorized a $100 million share buyback program and declared a quarterly cash dividend of $0.20 per share. Additionally, a price target for AZZ was increased by 10.06% to $156.17 in late April 2026.

Demand for AZZ's products and services exhibits seasonality, largely due to its high exposure to the construction market, which accounts for 50%-60% of its revenue. The company's business is cyclical, and seasonal fluctuations can impact volumes and earnings. For instance, the company's fiscal year-end seasonality can lead to a sequential decline in earnings and revenue. Despite this, demand for metal coatings, particularly galvanized steel, remains robust in construction and electrical markets, driven by growth in submarkets like data centers, electrical transmission and distribution, and solar power generation.

AZZ, Inc. is a North American industrial services and metal processing company based in Fort Worth, Texas, established in 1956. It is a leading independent provider of hot-dip galvanizing and coil coating solutions, serving various end-markets through its Metal Coatings and Precoat Metals segments. The Metal Coatings segment offers corrosion protection services for fabricated steel, while the Precoat Metals segment provides aesthetic and corrosion-protective coatings for steel and aluminum coils used in various manufacturing markets. AZZ's business model focuses on enhancing metal with corrosion resistance, appearance, and processing value.

AZZ's operational footprint is concentrated in North America, specifically across the United States and Canada. The company operates a dense network of facilities, including 41 galvanizing plants and 13 coil coating plants across the U.S., with a new aluminum coil coating facility near St. Louis, Missouri, expected to be operational by 2025. This extensive network allows AZZ to provide efficient service delivery and reduce transportation costs for customers.

AZZ Inc. has maintained a positive brand reputation over the past year, recognized for its commitment to environmentally friendly processes. The company was named to Newsweek's 'America's Most Responsible Companies' list for 2023, 2024, and 2025, and Forbes' 'America's Most Successful Small Companies' in 2024. These recognitions highlight AZZ's focus on sustainability and its strong market position. No specific events negatively affecting AZZ's reputation in the past year were found in the provided information.

Ownership of AZZ Inc. is predominantly held by institutional investors, reflecting significant professional investment in the company. As of March 31, 2025, institutional investors held approximately 96.61% of AZZ Inc. stock. More recently, as of April 24, 2026, institutional investors and hedge funds owned 90.93% of the stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Capital International Investors, Fmr Llc, Dimensional Fund Advisors Lp, State Street Corp, Morgan Stanley, Geode Capital Management, Llc, Wellington Management Group Llp, and Westwood Holdings Group Inc. Individual insiders held about 1.72% to 2.07% of the shares.