13FPulse
AZ

AZZ AZZ INC

2026Q2 · CUSIP 002474104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
356
Institutions that reported holding it to the SEC
Net increase in holders
+24
Last quarter 332 → now 356
How unusual is that
Top 20%
Stronger buying than 86% of US stocks
What the filings say, in one paragraph

356 funds held AZZ at the end of 2026Q2, up 24 from the quarter before. That is stronger buying than 86.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.7B(YoY +5.7%), the P/E is 21.1x, return on equity is 14.4%. AZZ has had 6 buying rushes in its history, and the price moved +23.7% 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 Industrials 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=166 2013Q4: holders=163 2014Q1: holders=154 2014Q2: holders=155 2014Q3: holders=151 2014Q4: holders=165 2015Q1: holders=149 2015Q2: holders=152 2015Q3: holders=157 2015Q4: holders=170 2016Q1: holders=175 2016Q2: holders=176 2016Q3: holders=183 2016Q4: holders=180 2017Q1: holders=159 2017Q2: holders=158 2017Q3: holders=150 2017Q4: holders=153 2018Q1: holders=147 2018Q2: holders=152 2018Q3: holders=169 2018Q4: holders=169 2019Q1: holders=175 2019Q2: holders=166 2019Q3: holders=172 2019Q4: holders=169 2020Q1: holders=156 2020Q2: holders=175 2020Q3: holders=163 2020Q4: holders=173 2021Q1: holders=170 2021Q2: holders=173 2021Q3: holders=171 2021Q4: holders=185 2022Q1: holders=191 2022Q2: holders=181 2022Q3: holders=186 2022Q4: holders=185 2023Q1: holders=174 2023Q2: holders=181 2023Q3: holders=178 2023Q4: holders=192 2024Q1: holders=206 2024Q2: holders=255 2024Q3: holders=254 2024Q4: holders=237 2025Q1: holders=235 2025Q2: holders=261 2025Q3: holders=332 2025Q4: holders=316 2026Q1: holders=332 2026Q2: holders=356 -71 -35.5 +0 +35.5 +71 132253374 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 6 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q3 Top 5% +37.4% +39.4%
2025Q2 Top 20% -12.9% +18.4%
2024Q2 Top 5% +6.3% +25.5%
2020Q2 Top 20% +13.2% +46.2%
2018Q3 Top 20% -2.9% -10.7%

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
173
Change in large funds
+14
Total value they hold
$4.4B
Funds buying for the first time
62
Funds that sold out entirely
38
Price change that quarter
-0.9%
Funds holding puts (bearish)
3
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)
21.1
EPS (TTM)
$6.56
EPS YoY
-25.7%
Revenue (TTM)
$1.7B
Revenue YoY
+5.7%
Net margin
11.8%
ROE
14.4%
Debt ratio
38.9%
FCF (TTM)
$169M
Dividend (TTM)
$0.80
Quarterly Revenue & EPS
2022-08-31: EPS -1.91 2022-11-30: EPS -0.97 2023-02-28: EPS -2.45 2023-05-31: EPS 0.98 2023-08-31: EPS 0.97 2023-11-30: EPS 0.92 2024-02-29: EPS 0.59 2024-05-31: EPS -1.38 2024-08-31: EPS 1.18 2024-11-30: EPS 1.12 2025-02-28: EPS 0.87 2025-05-31: EPS 5.66 2025-08-31: EPS 2.95 2025-11-30: EPS 1.36 2026-02-28: EPS 0.53 2026-05-31: EPS 1.72 0B 0.8B 1.5B $B -2.69 1.77 6.23 2016201720182019202020212022202320242025202605/26 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 22 8 75 141 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
-26M134M294M 20162017201820192020202120222023202420252026
Latest quarter $18M (2026-05-31)

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

As of 2026-05-31 · 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.