Copeland Capital Management LLC Has $49.96 Million Stock Position in AZZ Inc. $AZZ

Copeland Capital Management LLC boosted its position in shares of AZZ Inc. (NYSE:AZZ) by 222.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 466,140 shares of the industrial products company’s stock after purchasing an additional 321,611 shares during the period. Copeland Capital Management LLC’s holdings in AZZ were worth $49,961,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of AZZ. Royal Bank of Canada boosted its position in AZZ by 8.8% during the first quarter. Royal Bank of Canada now owns 12,619 shares of the industrial products company’s stock valued at $1,055,000 after purchasing an additional 1,024 shares during the last quarter. AQR Capital Management LLC boosted its position in AZZ by 26.2% during the first quarter. AQR Capital Management LLC now owns 6,213 shares of the industrial products company’s stock valued at $519,000 after purchasing an additional 1,290 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in AZZ by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 17,488 shares of the industrial products company’s stock valued at $1,462,000 after purchasing an additional 771 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in AZZ by 21.7% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 84,076 shares of the industrial products company’s stock valued at $7,030,000 after purchasing an additional 14,965 shares during the last quarter. Finally, Jane Street Group LLC boosted its position in AZZ by 185.9% during the first quarter. Jane Street Group LLC now owns 51,122 shares of the industrial products company’s stock valued at $4,274,000 after purchasing an additional 33,238 shares during the last quarter. Institutional investors and hedge funds own 90.93% of the company’s stock.

AZZ Price Performance

NYSE AZZ opened at $146.40 on Friday. AZZ Inc. has a fifty-two week low of $81.24 and a fifty-two week high of $147.28. The stock’s 50-day moving average is $130.61 and its two-hundred day moving average is $117.18. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.66 and a quick ratio of 1.21. The firm has a market cap of $4.37 billion, a P/E ratio of 13.94 and a beta of 1.15.

AZZ (NYSE:AZZ) last posted its earnings results on Wednesday, April 22nd. The industrial products company reported $1.34 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.15. AZZ had a return on equity of 14.63% and a net margin of 19.23%.The company had revenue of $385.10 million for the quarter, compared to analyst estimates of $382.24 million. During the same period last year, the company earned $0.98 earnings per share. The business’s revenue was up 9.4% compared to the same quarter last year. AZZ has set its FY 2027 guidance at 6.500-7.000 EPS. On average, analysts anticipate that AZZ Inc. will post 6.82 earnings per share for the current fiscal year.

AZZ Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, May 14th. Stockholders of record on Thursday, April 23rd will be paid a $0.20 dividend. The ex-dividend date is Thursday, April 23rd. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.5%. AZZ’s payout ratio is presently 7.52%.

AZZ declared that its board has approved a share repurchase program on Friday, January 30th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the industrial products company to purchase up to 2.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its stock is undervalued.

Key Stories Impacting AZZ

Here are the key news stories impacting AZZ this week:

• Positive Sentiment: Q4 results beat expectations — AZZ reported $1.34 EPS for the quarter vs. the ~$1.19 consensus and revenue of $385.1M (up ~9.4% YoY), signaling near-term operational strength. AZZ (AZZ) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record fiscal 2026 results and cash generation — the company reported record full-year sales ($1.65B), large GAAP net income gains (driven in part by a JV divestiture) and improved adjusted net income and operating cash flow, supporting a stronger valuation backdrop. AZZ Inc. Reports Fourth Quarter and Fiscal Year 2026 Full-Year Results
• Positive Sentiment: Margin expansion and operating leverage — commentary and reported metrics show improved gross and operating profit trends, which help explain the share-strength as investors reward better profitability. AZZ Inc. (AZZ) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: FY2027 guidance is mixed — management set EPS guidance of $6.50–$7.00 and revenue guidance roughly $1.7B–$1.8B. That EPS range overlaps consensus (~$6.79) but the midpoint is slightly below some street forecasts, making guidance more conservative than some investors had hoped. AZZ earnings release / guidance
• Negative Sentiment: Conflicting/GAAP vs. adjusted metrics and some mixed-quarter takes — third‑party summaries highlighted a year-over-year decline in GAAP quarterly net income/diluted EPS on certain measures, which can create investor confusion and sell-side debate over the underlying quality of the quarter. AZZ Inc. (AZZ) Releases Q4 2026 Earnings
• Negative Sentiment: Insider selling and portfolio reshuffling noted in datasets — reported insider sell transactions and large institutional position changes may weigh on sentiment for some investors. AZZ Inc. (AZZ) Releases Q4 2026 Earnings

Analyst Ratings Changes

Several equities analysts have weighed in on AZZ shares. Wells Fargo & Company lowered AZZ from an “overweight” rating to an “equal weight” rating and raised their target price for the company from $127.00 to $132.00 in a report on Monday, March 2nd. Wall Street Zen upgraded AZZ from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Evercore restated an “outperform” rating and set a $137.00 target price on shares of AZZ in a report on Wednesday, March 4th. Weiss Ratings restated a “buy (b)” rating on shares of AZZ in a report on Monday, December 29th. Finally, Noble Financial restated an “outperform” rating on shares of AZZ in a report on Tuesday, February 17th. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $127.00.

Insider Transactions at AZZ

In other news, CEO Thomas E. Ferguson sold 25,000 shares of AZZ stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $127.29, for a total value of $3,182,250.00. Following the transaction, the chief executive officer directly owned 158,182 shares in the company, valued at approximately $20,134,986.78. The trade was a 13.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Tara D. Mackey sold 2,923 shares of AZZ stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $136.00, for a total value of $397,528.00. Following the completion of the transaction, the insider owned 22,373 shares in the company, valued at $3,042,728. The trade was a 11.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.77% of the company’s stock.

AZZ Profile

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.