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AZZ

Industrials, filed as AZZ INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.0%
  • $2.7M
  • 1 add 1 exit

In 2026 Q2 Polen Capital Management added to AZZ, while Arnold Van Den Berg sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Add 0.02%

Who owns AZZ

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.02%, was 0.01% Add +20.3% 17,364 $2.7M History
Arnold Van Den Berg, Van Den Berg Management I exited 2026 Q2 Last 2026 Q1 0.07% Exit −0.07% 2,351 $294K History

1 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AZZ's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AZZ insider trades
  • None no insider bought on the open market
  • $4.2M sold by 3 insiders outside a trading plan
  • $1.1M sold by 1 insider under 10b5-1 plans
  1. Bryan Lee Stovall COO
    Sale
    $402K 2,677 shares at $150.07 7.1% of stake
    Traded Aug 14 Filed Aug 14
    ↗
  2. Jeffrey Vellines COO
    Sale
    $648K 4,220 shares at $153.55 70% of stake
    Traded Aug 11 Filed Aug 11
    ↗
  3. Tara D Mackey Chief Legal Officer
    Planned sale
    $398K 2,923 shares at $136.00 12% of stake
    Traded Feb 11 Filed Feb 12
    ↗
  4. Thomas E Ferguson CEO
    Sale
    $3.2M 25,000 shares at $127.29 14% of stake
    Traded Feb 3 Filed Feb 3
    ↗
  5. Tara D Mackey Chief Legal Officer
    Planned sale
    $353K 2,790 shares at $126.64 9.9% of stake
    Traded Jan 21 Filed Jan 22
    ↗
  6. Tara D Mackey Chief Legal Officer
    Planned sale
    $306K 2,568 shares at $119.15 8.4% of stake
    Traded Jan 8–9 Filed Jan 12
    ↗

Also filed in the last 12 months, not counted as buying or selling: 54 option exercises, 27 share withholdings for taxes, 7 stock grants, and 4 other transactions.

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
10-Q/A Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
DEF 14A FORM DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.32B $1.54B $1.58B $1.65B
Gross profit $295.94M $363.46M $382.68M $394.96M
Gross margin * 22.4% 23.6% 24.3% 23.9%
Net income -$52.97M $101.61M $128.83M $317.26M
Net margin * -4.0% 6.6% 8.2% 19.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $417.42M $367M $375.44M $395.37M
Total non-current assets * $1.8B $1.83B $1.85B $1.82B
Total assets $2.22B $2.2B $2.23B $2.21B
Total current liabilities $187.24M $194.31M $220.99M $232.27M
Total non-current liabilities * $1.18B $1.07B $0.961B $0.644B
Total equity $0.853B $0.701B $1.05B $1.34B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations — — — $525.45M
Cash from investing — — — -$91.48M
Cash from financing — — — -$434.12M
Net change in cash -$12.26M $1.53M -$2.86M -$0.783M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.