Diversify Advisory Services LLC Invests $684,000 in Armstrong World Industries, Inc. $AWI

Diversify Advisory Services LLC purchased a new position in Armstrong World Industries, Inc. (NYSE:AWI) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,140 shares of the construction company’s stock, valued at approximately $684,000.

A number of other large investors also recently modified their holdings of AWI. Larson Financial Group LLC raised its stake in shares of Armstrong World Industries by 77.0% during the fourth quarter. Larson Financial Group LLC now owns 131 shares of the construction company’s stock valued at $25,000 after purchasing an additional 57 shares in the last quarter. Eurizon Capital SGR S.p.A. bought a new position in Armstrong World Industries in the 4th quarter valued at about $27,000. Cullen Frost Bankers Inc. grew its position in Armstrong World Industries by 124.1% in the 4th quarter. Cullen Frost Bankers Inc. now owns 177 shares of the construction company’s stock valued at $34,000 after buying an additional 98 shares in the last quarter. CIBC Private Wealth Group LLC increased its stake in Armstrong World Industries by 426.5% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 179 shares of the construction company’s stock valued at $35,000 after buying an additional 145 shares during the period. Finally, Western Wealth Management LLC acquired a new position in Armstrong World Industries during the 1st quarter valued at about $38,000. 98.93% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Armstrong World Industries

Here are the key news stories impacting Armstrong World Industries this week:

• Positive Sentiment: Zacks increased its FY2026 EPS estimate to $8.38 from $8.29, close to the broader consensus of $8.39. The firm also lifted estimates for Q3 2026 to $2.36, FY2027 to $9.38 from $9.16, and FY2028 to $10.12 from $9.91.
• Positive Sentiment: Several quarterly estimates were raised, including Q4 2026 to $1.97, Q1 2027 to $2.18, Q2 2027 to $2.51, Q3 2027 to $2.49, Q4 2027 to $2.19, Q1 2028 to $2.40 and Q2 2028 to $2.67. The revisions suggest stronger anticipated earnings momentum through 2028.
• Neutral Sentiment: The upgrades are from Zacks Research rather than a change to company guidance. Armstrong’s existing FY2026 guidance remains $8.30-$8.50 EPS, while the consensus forecast is $8.39, so the revisions largely reinforce expectations already reflected in estimates.

Armstrong World Industries Price Performance

NYSE AWI opened at $178.39 on Friday. The company has a current ratio of 1.52, a quick ratio of 1.06 and a debt-to-equity ratio of 0.58. Armstrong World Industries, Inc. has a 1 year low of $150.28 and a 1 year high of $206.08. The company has a market cap of $7.54 billion, a PE ratio of 24.44, a PEG ratio of 1.74 and a beta of 1.16. The stock’s 50-day moving average price is $165.72 and its two-hundred day moving average price is $169.20.

Armstrong World Industries (NYSE:AWI) last announced its earnings results on Tuesday, July 28th. The construction company reported $2.36 EPS for the quarter, topping the consensus estimate of $2.25 by $0.11. The company had revenue of $472.00 million during the quarter, compared to analysts’ expectations of $461.67 million. Armstrong World Industries had a net margin of 18.60% and a return on equity of 37.35%. The business’s revenue for the quarter was up 11.2% on a year-over-year basis. During the same period last year, the company posted $2.09 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.300-8.500 EPS. On average, analysts predict that Armstrong World Industries, Inc. will post 8.39 EPS for the current year.

Armstrong World Industries declared that its board has authorized a stock repurchase program on Tuesday, July 21st that permits the company to buyback $800.00 million in outstanding shares. This buyback authorization permits the construction company to repurchase up to 12.3% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board believes its stock is undervalued.

Armstrong World Industries Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Wednesday, August 5th were given a $0.339 dividend. This represents a $1.36 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Wednesday, August 5th. Armstrong World Industries’s dividend payout ratio is 18.63%.

Wall Street Analyst Weigh In

AWI has been the topic of a number of recent analyst reports. UBS Group restated a “neutral” rating and set a $203.00 price target on shares of Armstrong World Industries in a research report on Wednesday, July 29th. Jefferies Financial Group reiterated a “hold” rating and issued a $190.00 price objective on shares of Armstrong World Industries in a report on Wednesday, July 29th. Evercore set a $200.00 price objective on shares of Armstrong World Industries in a research note on Tuesday, April 28th. Finally, Weiss Ratings cut Armstrong World Industries from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $213.00.

About Armstrong World Industries

Armstrong World Industries, Inc is a leading global manufacturer of commercial ceiling and wall solutions. The company offers a diverse portfolio of acoustical, decorative and specialty ceiling systems designed to enhance interior environments in offices, healthcare facilities, schools, retail outlets and other non-residential settings. Through its focus on performance, aesthetics and sustainability, Armstrong World Industries addresses both functional and design requirements for architects, contractors and building owners.

Armstrong’s product range includes mineral fiber, fiberglass, wood wool, metal and stone wool ceiling panels, as well as suspension and grid systems.