Armstrong World Industries, Inc. $AWI Shares Sold by Natixis Advisors LLC

Key Points

• Natixis Advisors cut its stake in Armstrong World by 6.3%, selling 21,972 shares to hold 326,059 shares (~0.76%) worth $63.9M, while several large funds (Norges Bank, Adage, AQR, Balyasny, Millennium) initiated or materially increased positions—overall institutional ownership is 98.93%.
• Armstrong missed quarterly expectations with EPS of $1.61 vs. $1.67 est. and revenue $388.3M vs. $400.9M, but set FY 2026 guidance at $8.05–$8.35 per share; the stock trades around $168.52 versus an average analyst target of $211.43.
• The company declared a quarterly dividend of $0.339 (annualized $1.36) with an ex-dividend date of March 5, implying a yield of about 0.8% and a dividend payout ratio near 19.2%.

Natixis Advisors LLC reduced its holdings in shares of Armstrong World Industries, Inc. (NYSE:AWI - Free Report) by 6.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 326,059 shares of the construction company's stock after selling 21,972 shares during the quarter. Natixis Advisors LLC owned approximately 0.76% of Armstrong World Industries worth $63,911,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Norges Bank purchased a new position in Armstrong World Industries during the second quarter worth $84,412,000. Adage Capital Partners GP L.L.C. lifted its position in shares of Armstrong World Industries by 121.3% in the second quarter. Adage Capital Partners GP L.L.C. now owns 737,000 shares of the construction company's stock valued at $119,718,000 after acquiring an additional 404,000 shares in the last quarter. AQR Capital Management LLC lifted its position in shares of Armstrong World Industries by 118.6% in the second quarter. AQR Capital Management LLC now owns 543,009 shares of the construction company's stock valued at $88,206,000 after acquiring an additional 294,646 shares in the last quarter. Balyasny Asset Management L.P. boosted its stake in shares of Armstrong World Industries by 1,782.8% during the second quarter. Balyasny Asset Management L.P. now owns 143,113 shares of the construction company's stock valued at $23,247,000 after acquiring an additional 135,512 shares during the last quarter. Finally, Millennium Management LLC increased its position in Armstrong World Industries by 571.7% during the 1st quarter. Millennium Management LLC now owns 117,696 shares of the construction company's stock worth $16,581,000 after purchasing an additional 100,175 shares in the last quarter. 98.93% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AWI has been the subject of a number of analyst reports. Weiss Ratings reissued a "buy (b)" rating on shares of Armstrong World Industries in a research report on Wednesday, January 21st. Jefferies Financial Group restated a "hold" rating on shares of Armstrong World Industries in a research report on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Armstrong World Industries presently has an average rating of "Moderate Buy" and an average target price of $211.43.

Armstrong World Industries Stock Down 1.9%

Shares of AWI opened at $168.52 on Monday. Armstrong World Industries, Inc. has a fifty-two week low of $122.37 and a fifty-two week high of $206.08. The company's fifty day moving average is $189.93 and its two-hundred day moving average is $191.54. The firm has a market cap of $7.22 billion, a PE ratio of 23.80, a price-to-earnings-growth ratio of 1.86 and a beta of 1.33. The company has a quick ratio of 1.00, a current ratio of 1.46 and a debt-to-equity ratio of 0.48.

Armstrong World Industries (NYSE:AWI - Get Free Report) last released its quarterly earnings data on Tuesday, February 24th. The construction company reported $1.61 EPS for the quarter, missing analysts' consensus estimates of $1.67 by ($0.06). The firm had revenue of $388.30 million for the quarter, compared to analyst estimates of $400.87 million. Armstrong World Industries had a return on equity of 37.80% and a net margin of 19.05%.The company's quarterly revenue was up 5.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.50 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.050-8.350 EPS. Analysts forecast that Armstrong World Industries, Inc. will post 6.18 earnings per share for the current year.

Armstrong World Industries Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, March 5th will be issued a $0.339 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, March 5th. Armstrong World Industries's dividend payout ratio (DPR) is 19.21%.

Armstrong World Industries Company Profile

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.

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