Van Berkom & Associates Inc. Has $88.20 Million Stake in Armstrong World Industries, Inc. $AWI

Key Points

• Van Berkom & Associates trimmed its position in Armstrong World Industries by 3.5% to 461,533 shares, worth about $88.2 million, making AWI its 13th-largest holding and representing 1.07% of the firm’s assets.
• Wall Street consensus is a “Moderate Buy” with an average target of $211.86; analysts recently trimmed some targets (UBS to $195, BofA to $210) after AWI reported a quarterly EPS miss ($1.69 vs. $1.82) but set FY2026 guidance of 8.150–8.450 EPS (consensus ~8.32).
• Armstrong declared a quarterly dividend of $0.339 (annualized $1.36) yielding 0.8%, with an ex-dividend date of May 11 and payment on May 26; the dividend payout ratio is about 19.15%.

Van Berkom & Associates Inc. lessened its holdings in shares of Armstrong World Industries, Inc. (NYSE:AWI - Free Report) by 3.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 461,533 shares of the construction company's stock after selling 16,569 shares during the period. Armstrong World Industries comprises 2.5% of Van Berkom & Associates Inc.'s holdings, making the stock its 13th largest holding. Van Berkom & Associates Inc. owned 1.07% of Armstrong World Industries worth $88,199,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. New York State Teachers Retirement System boosted its stake in shares of Armstrong World Industries by 2.6% in the fourth quarter. New York State Teachers Retirement System now owns 11,922 shares of the construction company's stock valued at $2,278,000 after buying an additional 300 shares during the period. State of New Jersey Common Pension Fund D increased its stake in Armstrong World Industries by 1.0% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 13,569 shares of the construction company's stock worth $2,593,000 after acquiring an additional 135 shares during the period. Simplicity Wealth LLC increased its stake in Armstrong World Industries by 35.5% during the 4th quarter. Simplicity Wealth LLC now owns 1,424 shares of the construction company's stock worth $272,000 after acquiring an additional 373 shares during the period. Interchange Capital Partners LLC raised its holdings in Armstrong World Industries by 6.1% in the 4th quarter. Interchange Capital Partners LLC now owns 1,292 shares of the construction company's stock valued at $247,000 after acquiring an additional 74 shares in the last quarter. Finally, Certuity LLC acquired a new position in Armstrong World Industries in the 4th quarter valued at $352,000. 98.93% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

AWI has been the subject of a number of recent analyst reports. UBS Group cut their target price on Armstrong World Industries from $200.00 to $195.00 and set a "neutral" rating for the company in a research report on Wednesday, April 29th. Evercore set a $200.00 price target on Armstrong World Industries in a research note on Tuesday, April 28th. Jefferies Financial Group reaffirmed a "hold" rating on shares of Armstrong World Industries in a research note on Wednesday, February 25th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Armstrong World Industries in a research note on Monday, April 20th. Finally, Bank of America dropped their price target on Armstrong World Industries from $216.00 to $210.00 and set a "buy" rating for the company in a research note on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Armstrong World Industries has a consensus rating of "Moderate Buy" and an average target price of $211.86.

Armstrong World Industries Stock Performance

NYSE AWI opened at $163.63 on Tuesday. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.04 and a current ratio of 1.54. The stock has a market cap of $6.98 billion, a PE ratio of 23.21, a PEG ratio of 1.83 and a beta of 1.22. Armstrong World Industries, Inc. has a fifty-two week low of $148.06 and a fifty-two week high of $206.08. The firm's fifty day moving average price is $171.55 and its two-hundred day moving average price is $184.44.

Armstrong World Industries (NYSE:AWI - Get Free Report) last posted its earnings results on Tuesday, April 28th. The construction company reported $1.69 EPS for the quarter, missing the consensus estimate of $1.82 by ($0.13). The firm had revenue of $409.90 million during the quarter, compared to the consensus estimate of $409.46 million. Armstrong World Industries had a net margin of 18.59% and a return on equity of 36.71%. During the same quarter in the prior year, the business posted $1.66 earnings per share. Armstrong World Industries's revenue for the quarter was up 7.1% compared to the same quarter last year. Armstrong World Industries has set its FY 2026 guidance at 8.150-8.450 EPS. On average, equities analysts expect that Armstrong World Industries, Inc. will post 8.32 EPS for the current fiscal year.

Armstrong World Industries Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 26th. Investors of record on Monday, May 11th will be issued a $0.339 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, May 11th. Armstrong World Industries's dividend payout ratio (DPR) is 19.15%.

About Armstrong World Industries

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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