13FPulse
AW

AWI ARMSTRONG WORLD INDUSTRIES

2026Q2 · CUSIP 04247X102 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
466
Institutions that reported holding it to the SEC
Net increase in holders
0
Last quarter 466 → now 466
How unusual is that
Below average
Stronger than only 36% of US stocks
What the filings say, in one paragraph

466 funds held AWI at the end of 2026Q2. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $1.7B(YoY +8.6%), the P/E is 23.1x, return on equity is 35.7%. AWI has had 12 buying rushes in its history, and the price moved +6.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=124 2013Q4: holders=151 2014Q1: holders=154 2014Q2: holders=156 2014Q3: holders=137 2014Q4: holders=142 2015Q1: holders=160 2015Q2: holders=167 2015Q3: holders=176 2015Q4: holders=163 2016Q1: holders=171 2016Q2: holders=156 2016Q3: holders=156 2016Q4: holders=165 2017Q1: holders=178 2017Q2: holders=161 2017Q3: holders=163 2017Q4: holders=200 2018Q1: holders=200 2018Q2: holders=211 2018Q3: holders=234 2018Q4: holders=232 2019Q1: holders=248 2019Q2: holders=276 2019Q3: holders=266 2019Q4: holders=245 2020Q1: holders=221 2020Q2: holders=229 2020Q3: holders=224 2020Q4: holders=240 2021Q1: holders=235 2021Q2: holders=233 2021Q3: holders=235 2021Q4: holders=255 2022Q1: holders=256 2022Q2: holders=248 2022Q3: holders=249 2022Q4: holders=259 2023Q1: holders=263 2023Q2: holders=254 2023Q3: holders=249 2023Q4: holders=276 2024Q1: holders=322 2024Q2: holders=324 2024Q3: holders=339 2024Q4: holders=364 2025Q1: holders=394 2025Q2: holders=416 2025Q3: holders=495 2025Q4: holders=512 2026Q1: holders=466 2026Q2: holders=466 -79 -39.5 +0 +39.5 +79 111325538 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 5% +9.2% -12.2%
2025Q2 Top 20% -5.6% +1.6%
2025Q1 Top 10% +22.4% +13.0%
2024Q1 Top 5% +7.9% +35.2%
2019Q2 Top 5% +3.1% +10.2%
2019Q1 Top 20% +8.8% +12.2%
2018Q3 Top 10% +7.6% +33.5%
2017Q4 Top 20% -1.6% +13.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
227
Change in large funds
+19
Total value they hold
$6.8B
Funds buying for the first time
65
Funds that sold out entirely
65
Price change that quarter
+7.0%
Funds holding puts (bearish)
2
Funds holding calls (bullish)
3

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
23.1
EPS (TTM)
$7.30
EPS YoY
+8.2%
Revenue (TTM)
$1.7B
Revenue YoY
+8.6%
Net margin
18.6%
ROE
35.7%
Debt ratio
55.9%
FCF (TTM)
$247M
Dividend (TTM)
$1.32
Quarterly Revenue & EPS
2022-09-30: EPS 1.25 2022-12-31: EPS 1.07 2023-03-31: EPS 1.04 2023-06-30: EPS 1.34 2023-09-30: EPS 1.56 2023-12-31: EPS 1.05 2024-03-31: EPS 1.36 2024-06-30: EPS 1.50 2024-09-30: EPS 1.75 2024-12-31: EPS 1.41 2025-03-31: EPS 1.58 2025-06-30: EPS 2.01 2025-09-30: EPS 1.98 2025-12-31: EPS 1.51 2026-03-31: EPS 1.55 2026-06-30: EPS 2.26 0M 236M 472M $M 0.00 1.24 2.49 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 14 22 30 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-15M43M100M 20162017201820192020202120222023202420252026
Latest quarter $14M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.