Nisa Investment Advisors LLC Has $1.97 Million Position in AZZ Inc. $AZZ

Nisa Investment Advisors LLC decreased its position in shares of AZZ Inc. (NYSE:AZZ) by 40.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,006 shares of the industrial products company’s stock after selling 12,299 shares during the period. Nisa Investment Advisors LLC owned approximately 0.06% of AZZ worth $1,965,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in AZZ. Longboard Asset Management LP bought a new position in shares of AZZ in the third quarter worth $210,000. Allspring Global Investments Holdings LLC raised its position in shares of AZZ by 5.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 130,377 shares of the industrial products company’s stock valued at $14,228,000 after buying an additional 6,530 shares in the last quarter. Calamos Advisors LLC bought a new stake in shares of AZZ during the 3rd quarter worth approximately $1,534,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in AZZ in the third quarter valued at approximately $546,000. Finally, Copeland Capital Management LLC bought a new stake in AZZ during the third quarter worth $15,772,000. Institutional investors and hedge funds own 90.93% of the company’s stock.

Wall Street Analyst Weigh In

AZZ has been the subject of several research reports. Wells Fargo & Company dropped their target price on AZZ from $128.00 to $121.00 and set an “overweight” rating for the company in a research report on Friday, October 10th. Wall Street Zen raised shares of AZZ from a “hold” rating to a “buy” rating in a report on Saturday. Robert W. Baird set a $125.00 price target on shares of AZZ in a research report on Friday. B. Riley lifted their price target on shares of AZZ from $131.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, September 17th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of AZZ in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $117.17.

AZZ Price Performance

AZZ stock opened at $121.74 on Wednesday. The company has a quick ratio of 1.21, a current ratio of 1.66 and a debt-to-equity ratio of 0.41. The firm has a market cap of $3.64 billion, a price-to-earnings ratio of 11.44 and a beta of 1.13. The company’s fifty day simple moving average is $106.83 and its 200 day simple moving average is $107.67. AZZ Inc. has a 12-month low of $70.90 and a 12-month high of $123.06.

AZZ (NYSE:AZZ) last announced its earnings results on Wednesday, January 7th. The industrial products company reported $1.52 EPS for the quarter, beating the consensus estimate of $1.43 by $0.09. The company had revenue of $425.75 million for the quarter, compared to analyst estimates of $412.97 million. AZZ had a return on equity of 14.45% and a net margin of 19.89%.The firm’s revenue for the quarter was up 5.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.39 EPS. AZZ has set its FY 2026 guidance at 5.900-6.200 EPS. On average, analysts expect that AZZ Inc. will post 5.13 earnings per share for the current year.

AZZ Dividend Announcement

The company also recently disclosed 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 5th. AZZ’s dividend payout ratio (DPR) is 7.52%.

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

Insiders Place Their Bets

In other AZZ news, insider Tara D. Mackey sold 1,568 shares of the firm’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $119.43, for a total value of $187,266.24. Following the transaction, the insider directly owned 28,086 shares of the company’s stock, valued at approximately $3,354,310.98. This trade represents a 5.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.77% of the company’s stock.

About AZZ

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.