AZZ Inc (AZZ) shareholders
AZZNYSECoating, Engraving & Allied ServicesFiscal year ends February 28
Financials through Q2 FY2026, quarter ended Aug 31, 2026Last filing: 10-Q/A on Oct 15, 2026Score 16/3012% above fair value
$133.60−0.62 (-0.46%)
Close on Nov 13, 2026Market cap $4.00BP/E 24.1Yield 0.58%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.9%
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 Joint filing with FMR LLC (6.00%) | 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 | 15.52% | $719.88M | +217,168 | 0.01% |
| Vanguard Portfolio Management LLC | 1,781,775 | 5.95% | $276.26M | −19,886 | 0.01% |
| FMR LLC | 1,450,299 | 4.85% | $224.87M | −153,051 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 1,385,963 | 4.63% | $214.89M | −171,981 | 0.14% |
| Capital International Investors | 1,375,758 | 4.60% | $213.31M | −64,092 | 0.04% |
| Vanguard Capital Management LLC | 1,300,917 | 4.35% | $201.71M | −38,234 | 0.00% |
| State Street Corp | 1,195,870 | 4.00% | $185.40M | +63,565 | 0.01% |
| Invesco Ltd. | 935,620 | 3.13% | $145.07M | +602,673 | 0.01% |
| Dimensional Fund Advisors LP | 924,752 | 3.09% | $143.38M | −140,005 | 0.03% |
| Geode Capital Management, LLC | 775,035 | 2.59% | $120.19M | +42,607 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 677,255 | 2.26% | $105.01M | +293,524 | 0.01% |
| Morgan Stanley | 584,482 | 1.95% | $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 | 1.46% | $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 | 1.23% | $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 | 0.96% | $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 | 94.9% | 59 / 133 | 120 / 29 | 3M | 2M |
| Q1 2026 | 337 | 28M | 94.3% | 60 / 123 | 101 / 34 | 6M | 3M |
| Q4 2025 | 317 | 29M | 95.9% | 50 / 125 | 96 / 56 | 3M | 2M |
| Q3 2025 | 333 | 28M | 94.1% | 92 / 98 | 105 / 18 | 3M | 3M |
| Q2 2025 | 261 | 29M | 95.3% | 48 / 84 | 94 / 22 | 2M | 2M |
| Q1 2025 | 236 | 29M | 96.3% | 24 / 74 | 91 / 21 | 3M | 2M |
| Q4 2024 | 236 | 28M | 92.3% | 28 / 96 | 62 / 44 | 2M | 2M |
| Q3 2024 | 255 | 28M | 92.8% | 36 / 82 | 90 / 31 | 7M | 2M |
| Q2 2024 | 253 | 28M | 93.0% | 71 / 96 | 54 / 24 | 6M | 2M |
| Q1 2024 | 208 | 24M | 80.1% | 39 / 54 | 84 / 24 | 2M | 1M |
| Q4 2023 | 193 | 23M | 77.8% | 29 / 51 | 74 / 16 | 2M | 1M |
| Q3 2023 | 180 | 22M | 74.7% | 22 / 46 | 78 / 23 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
374 funds held AZZ in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of AZZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 1,828,636 | 6.11% | $283.53M | 0.30% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,800,168 | 6.02% | $279.12M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 905,102 | 3.02% | $140.34M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 773,738 | 2.59% | $119.97M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 654,143 | 2.19% | $101.42M | 0.05% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 423,870 | 1.42% | $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 | 1.11% | $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 | 0.99% | $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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.54%
1M shares short
Days to cover
3.3
At 0M shares a day
Change since last report
-10.2%
From 1M shares
Short volume, 20 days
46.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of AZZ's stock actually held short. No settlement fails above the SEC's reporting threshold in the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bryan Lee Stovall Officer | Aug 14, 2026 | 2,677 | $401.58K | Aug 14, 2026 | Executive Compensation |
| Jeff Vellines Officer | Aug 11, 2026 | 4,220 | $647.98K | Aug 11, 2026 | Restricted Stock |
| Tara D. Mackey Officer | Feb 11, 2026 | 2,923 | $395.77K | Feb 11, 2026 | Performance Stock Units |
| Thomas E. Ferguson Officer | Feb 3, 2026 | 25,000 | $3.19M | Feb 3, 2026 | Acquired as compensation -- Restricted Stock Units |
| Tara D. Mackey Officer | Jan 21, 2026 | 2,790 | $339.18K | Jan 21, 2026 | Restricted Stock Units |
| Tara D. Mackey Officer | Jan 8, 2026 | 2,568 | $282.04K | Jan 8, 2026 | Performance Stock Units |
| Bryan Lee Stovall 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 |
| Bryan Lee Stovall Officer | Jul 16, 2025 | 5,000 | $539.74K | Jul 16, 2025 | Acquired as compensation-restricted stock units |
| Thomas E. Ferguson Officer | May 12, 2025 | 4,973 | $454.98K | May 12, 2025 | Acquired as compensation -- Restricted Stock Units |
| Thomas E. Ferguson Officer | May 5, 2025 | 18,851 | $1.71M | May 5, 2025 | Acquired as compensation -- Restricted Stock Units |
| Thomas E. Ferguson Officer | Apr 30, 2025 | 26,889 | $2.37M | Apr 30, 2025 | Acquired as compensation -- Restricted Stock Units |
| Matthew Varley Emery Officer | Jul 22, 2024 | 32,689 | $2.78M | Jul 22, 2024 | Employee Stock Purchase Plan |
| Bryan Lee Stovall 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 |
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