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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

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

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

Ownership over time

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