AZZNYSECoating, Engraving & Allied ServicesFiscal year ends February 28
AZZ INC
Financials through Q2 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q/A on Oct 15, 2026
$133.99+4.43 (+3.42%)
Close on Oct 19, 2026
- Market cap
- $4.04B
- P/E (TTM)
- 24.1
- Dividend yield
- 0.57%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.5%
28M of 30M shares
Institutional holders
361
59 new, 29 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $5.29M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,260,758 | 14.20% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 1,829,242 | 6.12% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 1,792,718 | 6.00% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 1,567,779 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AZZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,642,862 | 15.45% | $719.88M | +217,168 | 0.01% |
| Vanguard Portfolio Management LLC | 1,781,775 | 5.93% | $276.26M | −19,886 | 0.01% |
| FMR LLC | 1,450,299 | 4.83% | $224.87M | −153,051 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 1,385,963 | 4.61% | $214.89K | −171,981 | 0.14% |
| Capital International Investors | 1,375,758 | 4.58% | $213.31M | −64,092 | 0.04% |
| Vanguard Capital Management LLC | 1,300,917 | 4.33% | $201.71M | −38,234 | 0.00% |
| State Street Corp | 1,195,870 | 3.98% | $185.40M | +63,565 | 0.01% |
| Invesco Ltd. | 935,620 | 3.11% | $145.07M | +602,673 | 0.01% |
| Dimensional Fund Advisors LP | 924,752 | 3.08% | $143.38M | −140,005 | 0.03% |
| Geode Capital Management, LLC | 775,035 | 2.58% | $120.19M | +42,607 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 677,255 | 2.25% | $105.01K | +293,524 | 0.01% |
| Morgan Stanley | 584,482 | 1.94% | $90.62M | −66,214 | 0.00% |
| Capital World Investors | 503,855 | 1.68% | $78.12M | +13,746 | 0.01% |
| Copeland Capital Management, LLC | 435,558 | 1.45% | $67.53M | −22,586 | 1.39% |
| Northern Trust Corp | 381,012 | 1.27% | $59.08M | +20,022 | 0.01% |
| Westwood Holdings Group Inc | 367,602 | 1.22% | $57.00M | −90,293 | 0.43% |
| Charles Schwab Investment Management Inc | 366,042 | 1.22% | $56.75M | −342 | 0.01% |
| Gamco Investors, Inc. Et Al | 338,991 | 1.13% | $52.56M | −24,380 | 0.47% |
| Harvey Partners, LLC | 323,137 | 1.08% | $50.10M | −28,363 | 3.43% |
| Federated Hermes, Inc. | 285,800 | 0.95% | $44.31M | – | 0.06% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 361 | 28M | 94.5% | 59 / 133 | 120 / 29 | 3M | 2M |
| Q1 2026 | 337 | 28M | 93.9% | 60 / 123 | 101 / 34 | 6M | 3M |
| Q4 2025 | 317 | 29M | 95.5% | 50 / 125 | 96 / 56 | 3M | 2M |
| Q3 2025 | 333 | 28M | 93.7% | 92 / 98 | 105 / 18 | 3M | 3M |
| Q2 2025 | 261 | 29M | 94.9% | 48 / 84 | 94 / 22 | 2M | 2M |
| Q1 2025 | 236 | 29M | 95.9% | 24 / 74 | 91 / 21 | 3M | 2M |
| Q4 2024 | 236 | 28M | 91.9% | 28 / 96 | 62 / 44 | 2M | 2M |
| Q3 2024 | 255 | 28M | 92.4% | 36 / 82 | 90 / 31 | 7M | 2M |
| Q2 2024 | 253 | 28M | 92.6% | 71 / 96 | 54 / 24 | 6M | 2M |
| Q1 2024 | 208 | 24M | 79.8% | 39 / 54 | 84 / 24 | 2M | 1M |
| Q4 2023 | 193 | 23M | 77.4% | 29 / 51 | 74 / 16 | 2M | 1M |
| Q3 2023 | 180 | 22M | 74.4% | 22 / 46 | 78 / 23 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AZZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,828,636 | 6.09% | $283.53M | 0.30% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,800,168 | 5.99% | $279.12M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 905,102 | 3.01% | $140.34M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 773,738 | 2.57% | $119.97M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 654,143 | 2.18% | $101.42M | 0.05% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 423,870 | 1.41% | $65.72M | 0.71% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 414,271 | 1.38% | $64.23M | 0.09% | Jun 30, 2026 |
| Invesco Discovery Fund | 377,764 | 1.26% | $51.19M | 0.65% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 342,441 | 1.14% | $53.10M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Growth Fund | 330,787 | 1.10% | $47.87M | 0.54% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 329,213 | 1.10% | $47.64M | 0.14% | Jul 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 311,883 | 1.04% | $48.36M | 0.49% | Jun 30, 2026 |
| Federated Hermes Kaufmann Small Cap Fund | 295,800 | 0.98% | $42.81M | 1.50% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 278,287 | 0.93% | $43.15M | 0.28% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 273,538 | 0.91% | $42.41M | 0.25% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas E. Ferguson | President and CEO, Director | 201,827 | 0.67% | Jul 1, 2026 |
| Bryan Lee Stovall | COO - Metal Coatings | 35,000 | 0.12% | Aug 14, 2026 |
| Jeffrey Vellines | Pres & COO - Precoat Metals | 1,834 | 0.01% | Aug 11, 2026 |
| Rhonda Davenport | Chief Human Resources Officer | 0 | – | Aug 5, 2026 |
| Jason Crawford | Chief Financial Officer | 19,022 | 0.06% | Jul 1, 2026 |
| Tara D. Mackey | Chief Legal Officer | 31,405 | 0.10% | Jul 1, 2026 |
| Todd Michael Bella | President-Metal Coatings | 4,197 | 0.01% | Apr 29, 2026 |
| Kurt L. Russell | Chief Strategy Officer | 16,804 | 0.06% | Aug 12, 2025 |
| Ed McGough | Director | 20,306 | 0.07% | Jul 8, 2026 |
| Steven R. Purvis | Director | 23,862 | 0.08% | Jul 8, 2026 |
| Charles L. Treadway | Director | 937 | 0.00% | Jul 8, 2026 |
| Aaron M. Schapper | Director | 937 | 0.00% | Jul 8, 2026 |
| Carol R. Jackson | Director | 11,145 | 0.04% | Jul 8, 2026 |
| Daniel E. Berce | Director | 59,290 | 0.20% | Jul 8, 2026 |
| Clive A. Grannum | Director | 11,145 | 0.04% | Jul 8, 2026 |
| Daniel R. Feehan | Director | 80,003 | 0.27% | Jul 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bryan Lee Stovall COO - Metal Coatings | Aug 14, 2026 | Sale | −2,677 | $150.07 | $401.74K | 35,000 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Aug 11, 2026 | Sale | −4,220 | $153.55 | $647.98K | 1,834 |
| Ed McGough Director | Jul 7, 2026 | Award | +937 | – | – | 20,306 |
| Clive A. Grannum Director | Jul 7, 2026 | Award | +937 | – | – | 11,145 |
| Steven R. Purvis Director | Jul 7, 2026 | Award | +937 | – | – | 23,862 |
| Charles L. Treadway Director | Jul 7, 2026 | Award | +937 | – | – | 937 |
| Aaron M. Schapper Director | Jul 7, 2026 | Award | +937 | – | – | 937 |
| Carol R. Jackson Director | Jul 7, 2026 | Award | +937 | – | – | 11,145 |
| Daniel E. Berce Director | Jul 7, 2026 | Award | +937 | – | – | 59,290 |
| Thomas E. Ferguson President and CEO, Director | Jun 30, 2026 | Other | +305 | $69.63 | $21.24K | 201,827 |
| Jason Crawford Chief Financial Officer | Jun 30, 2026 | Other | +305 | $69.63 | $21.24K | 19,022 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Jun 30, 2026 | Other | +22 | $91.10 | $2.00K | 6,054 |
| Tara D. Mackey Chief Legal Officer | Jun 30, 2026 | Other | +305 | $69.63 | $21.24K | 31,405 |
| Jason Crawford Chief Financial Officer | Jun 3, 2026 | Option exercise | +22 | – | – | 20,542 |
| Jason Crawford Chief Financial Officer | Jun 3, 2026 | Tax withholding | −717 | $136.87 | $98.14K | 19,825 |
| Jason Crawford Chief Financial Officer | Jun 3, 2026 | Option exercise | +1,803 | – | – | 20,520 |
| Bryan Lee Stovall COO - Metal Coatings | May 31, 2026 | Tax withholding | −3,592 | $134.24 | $482.19K | 37,677 |
| Bryan Lee Stovall COO - Metal Coatings | May 31, 2026 | Option exercise | +9,017 | – | – | 41,157 |
| Bryan Lee Stovall COO - Metal Coatings | May 31, 2026 | Option exercise | +112 | – | – | 41,269 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Option exercise | +637 | – | – | 4,197 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Option exercise | +89 | – | – | 7,604 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Option exercise | +3,512 | – | – | 7,515 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Tax withholding | −210 | $141.58 | $29.73K | 4,003 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Tax withholding | −1,164 | $141.58 | $164.80K | 6,440 |
| Todd Michael Bella President-Metal Coatings | Apr 28, 2026 | Option exercise | +16 | – | – | 4,213 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Option exercise | +23 | – | – | 3,527 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Tax withholding | −427 | $141.58 | $60.45K | 3,100 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Option exercise | +5,164 | – | – | 8,264 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Option exercise | +131 | – | – | 8,395 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Tax withholding | −2,363 | $141.58 | $334.55K | 6,032 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 28, 2026 | Option exercise | +936 | – | – | 3,504 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Option exercise | +44 | – | – | 25,408 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Option exercise | +247 | – | – | 34,779 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Option exercise | +9,706 | – | – | 34,532 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Option exercise | +1,759 | – | – | 25,364 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Tax withholding | −582 | $141.58 | $82.40K | 24,826 |
| Tara D. Mackey Chief Legal Officer | Apr 28, 2026 | Tax withholding | −3,679 | $141.58 | $520.87K | 31,100 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Option exercise | +8,978 | – | – | 174,092 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Tax withholding | −3,622 | $141.58 | $512.80K | 170,699 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Option exercise | +229 | – | – | 174,321 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Option exercise | +49,554 | – | – | 220,253 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Option exercise | +1,265 | – | – | 221,518 |
| Thomas E. Ferguson President and CEO, Director | Apr 28, 2026 | Tax withholding | −19,996 | $141.58 | $2.83M | 201,522 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Option exercise | +269 | – | – | 36,177 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Tax withholding | −4,037 | $141.58 | $571.56K | 32,140 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Option exercise | +10,537 | – | – | 35,908 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Option exercise | +1,909 | – | – | 25,955 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Option exercise | +48 | – | – | 26,003 |
| Bryan Lee Stovall COO - Metal Coatings | Apr 28, 2026 | Tax withholding | −632 | $141.58 | $89.48K | 25,371 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Option exercise | +1,114 | – | – | 15,314 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Option exercise | +28 | – | – | 15,342 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Tax withholding | −449 | $141.58 | $63.57K | 14,893 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Option exercise | +6,147 | – | – | 21,040 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Option exercise | +157 | – | – | 21,197 |
| Jason Crawford Chief Financial Officer | Apr 28, 2026 | Tax withholding | −2,480 | $141.58 | $351.12K | 18,717 |
| Todd Michael Bella President-Metal Coatings | Apr 25, 2026 | Tax withholding | −120 | $144.78 | $17.37K | 3,560 |
| Todd Michael Bella President-Metal Coatings | Apr 25, 2026 | Option exercise | +324 | – | – | 3,676 |
| Todd Michael Bella President-Metal Coatings | Apr 25, 2026 | Option exercise | +4 | – | – | 3,680 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 25, 2026 | Option exercise | +734 | – | – | 2,890 |
| Jeffrey Vellines Pres & COO - Precoat Metals | Apr 25, 2026 | Option exercise | +9 | – | – | 2,899 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stovall Bryan Officer | Aug 14, 2026 | 2,677 | $401.58K | Aug 14, 2026 | Executive Compensation |
| Vellines Jeff Officer | Aug 11, 2026 | 4,220 | $647.98K | Aug 11, 2026 | Restricted Stock |
| D. Mackey Tara Officer | Feb 11, 2026 | 2,923 | $395.77K | Feb 11, 2026 | Performance Stock Units |
| Ferguson Thomas Officer | Feb 3, 2026 | 25,000 | $3.19M | Feb 3, 2026 | Acquired as compensation -- Restricted Stock Units |
| D. Mackey Tara Officer | Jan 21, 2026 | 2,790 | $339.18K | Jan 21, 2026 | Restricted Stock Units |
| D. Mackey Tara Officer | Jan 8, 2026 | 2,568 | $282.04K | Jan 8, 2026 | Performance Stock Units |
| Stovall Bryan Officer | Aug 11, 2025 | 5,000 | $557.89K | Aug 11, 2025 | Vesting of Stock Awards |
| Thomas E. Ferguson Officer | Jul 22, 2025 | 26,516 | $2.94M | Jul 22, 2025 | Vesting of Stock Awards |
| Stovall Bryan Officer | Jul 16, 2025 | 5,000 | $539.74K | Jul 16, 2025 | Acquired as compensation-restricted stock units |
| Ferguson Thomas Officer | May 12, 2025 | 4,973 | $454.98K | May 12, 2025 | Acquired as compensation -- Restricted Stock Units |
| E. Ferguson Thomas Officer | May 5, 2025 | 18,851 | $1.71M | May 5, 2025 | Acquired as compensation -- Restricted Stock Units |
| E. Ferguson Thomas Officer | Apr 30, 2025 | 26,889 | $2.37M | Apr 30, 2025 | Acquired as compensation -- Restricted Stock Units |
| V. Emery Matthew Officer | Jul 22, 2024 | 32,689 | $2.78M | Jul 22, 2024 | Employee Stock Purchase Plan |
| Stovall Bryan Officer | Jul 18, 2024 | 14,545 | $1.28M | Jul 18, 2024 | private transaction |
| Tara D. Mackey Officer | Jul 15, 2024 | 9,765 | $826.47K | Jul 15, 2024 | PERFORMANCE SHARES |