Jacobson & Schmitt Advisors LLC Invests $18.34 Million in CSW Industrials, Inc. $CSW
Jacobson & Schmitt Advisors LLC has invested $18.34 million in CSW Industrials, Inc. (NYSE:CSW), acquiring 62,484 shares, making it their 10th largest holding and about 0.37% of CSW Industrials. This comes as CSW Industrials missed its Q4 earnings and revenue estimates, reporting $1.42 EPS versus $1.93 expected and $232.99 million in revenue against $249.36 million anticipated. Despite some insider selling by the CEO and an SVP, the company recently increased its quarterly dividend to $0.30 per share, yielding approximately 0.5%.
Harbor Capital Advisors Inc. Makes New $2.36 Million Investment in CSW Industrials, Inc. $CSW
Harbor Capital Advisors Inc. recently made a new investment of $2.36 million in CSW Industrials, acquiring 8,038 shares during the fourth quarter. Other institutional investors like Allspring and Vaughan Nelson also established significant positions, pushing institutional ownership to 82.79%. Despite an increase in a director's stake, the CEO sold shares, and the company missed Q4 earnings estimates, but maintains a "Hold" average analyst rating with an average target price of $327.14.
CSW Financials: Revenue Breakdown, Margins & Competitor Comparison
This article analyzes CSW Industrials Inc.'s financial performance, detailing its revenue breakdown, profitability margins, and competitive standing. It highlights that the "Book And Ship" segment is the largest revenue contributor, accounting for 89.9% of total sales. The company demonstrates strong profitability with a gross margin of 39.68% and an ROE of 12.08%, positioning it favorably against competitors like AZZ and OLN in the Construction & Engineering industry.
18,272 Shares in CSW Industrials, Inc. $CSW Bought by 1900 Wealth Management LLC
1900 Wealth Management LLC has acquired 18,272 shares of CSW Industrials, Inc. (NYSE:CSW) worth approximately $5.36 million, representing about 0.11% ownership. This comes as CSW missed its Q4 earnings and revenue estimates, reporting EPS of $1.42 against an expected $1.93 and revenue of $232.99 million versus $249.36 million. The company's stock has a market cap of $4.33 billion and a trailing PE of 34.85, with analyst sentiment generally holding a "Hold" rating and a target price of $327.14.
CSW Industrials raises quarterly dividend by 11.1% to $0.30
CSW Industrials (NASDAQ: CSWI) announced a significant increase in its quarterly cash dividend, raising it by 11.1% to $0.30 per share. This dividend is payable on April 30, 2026, to shareholders of record as of April 15, 2026, reflecting the company's commitment to returning value to its investors.
CSW Industrials Increases Quarterly Dividend by 11% to $0.30 Per Share and Repurchases $35M in Shares During the Fiscal Fourth Quarter of 2026
CSW Industrials announced an 11% increase in its regular quarterly cash dividend to $0.30 per share, payable on May 8, 2026. This marks the seventh dividend increase, reflecting the company's strong financial health and positive outlook. The company also repurchased approximately $34.9 million in shares during the fiscal fourth quarter of 2026, contributing to its ongoing strategy of returning capital to shareholders.
CSW Industrials Increases Quarterly Dividend by 11% to $0.30 Per Share and Repurchases $35M in Shares During the Fiscal Fourth Quarter of 2026
CSW Industrials announced an 11% increase in its quarterly cash dividend to $0.30 per share, payable on May 8, 2026. This marks the seventh dividend increase for the company, which also repurchased approximately $34.9 million in shares during the fiscal fourth quarter of 2026, demonstrating its commitment to returning value to shareholders. The company has returned over $368 million to shareholders through dividends and share repurchases since October 2017.
Analysts Conflicted on These Industrial Goods Names: Xylem (XYL), Cimpress (CMPR) and CSW Industrials (CSW)
The article reports on analyst ratings for three industrial goods companies: Xylem (XYL), Cimpress (CMPR), and CSW Industrials (CSW). Xylem received a Strong Buy consensus with an Oppenheimer analyst reiterating a Buy rating and a $160 price target. Cimpress also garnered a Moderate Buy consensus with Truist Financial maintaining a Buy rating and TipRanks – PerPlexity upgrading it to Buy with an $81 price target. CSW Industrials received a Moderate Buy consensus but a Truist Financial analyst maintained a Hold rating.
CSW Industrials Increases Quarterly Dividend by 11% to $0.30 Per Share and Repurchases $35M in Shares During the Fiscal Fourth Quarter of 2026
CSW Industrials announced an 11% increase in its quarterly cash dividend to $0.30 per share, payable on May 8, 2026, marking the seventh such increase. The company also repurchased approximately $34.9 million in shares during the fiscal fourth quarter of 2026, with total repurchases since 2017 amounting to about 2.5 million shares for $287.3 million. This capital allocation strategy reflects CSW Industrials' strong financial position and commitment to delivering shareholder value.
CSW spent $35M on buybacks in Q4 as it raised its dividend again
CSW Industrials (NYSE: CSW) announced an 11% increase in its quarterly cash dividend to $0.30 per share, payable on May 8, 2026. The company also repurchased approximately $34.9 million in shares during fiscal Q4 2026, bringing total repurchases under the current program to $134.3 million. Since October 2017, CSW has returned over $368 million to shareholders through dividends and share buybacks.
CSW Should I Buy
CSW Industrials Inc. (CSW) is not recommended as a strong buy for long-term beginner investors due to bearish technical indicators, weak financial performance, and a lack of significant positive catalysts. Despite some optimistic long-term price targets from analysts like Baird, financial trends from Q3 2026 show declining profitability alongside revenue growth. Analysts have mixed ratings, with some lowering price targets, advising a "Hold" rather than a "Buy" at this time.
DAVENPORT & Co LLC Purchases New Position in CSW Industrials, Inc. $CSW
DAVENPORT & Co LLC has acquired a new position in CSW Industrials, Inc. (NYSE:CSW) in the fourth quarter, purchasing 5,263 shares valued at approximately $1.545 million. Despite missing Q4 earnings and revenue estimates, CSW Industrials maintains a "Hold" consensus rating from analysts with a price target of $327.14. The company pays a quarterly dividend of $0.27, and institutional ownership stands at nearly 82.79%.
Riverbridge Partners LLC Acquires New Holdings in CSW Industrials, Inc. $CSW
Riverbridge Partners LLC has acquired a new position in CSW Industrials, Inc. (NYSE:CSW), purchasing over 130,000 shares valued at approximately $38.28 million, giving them about 0.78% ownership. This comes as CSW Industrials missed its Q4 earnings expectations, reporting lower EPS and revenue than consensus estimates. Despite mixed analyst ratings, institutional investors now own 82.79% of the stock.
CSW Industrials Inc Stock: Examining Business Resilience, Analyst Views and Investor Positioning in Industrial Sector
CSW Industrials Inc (NYSE: US1264021064) operates in essential industrial markets, focusing on water, wastewater, and municipal infrastructure with a diversified portfolio. The company demonstrates disciplined growth in niche markets, boasting efficient capital use and profitability, with a stable financial position and solid liquidity. Despite mixed analyst ratings, professional managers show strong backing through institutional ownership, highlighting its appeal as a defensive investment with steady cash flows.
Vanguard (NYSE: CSW) reports 0% ownership after internal realignment
The Vanguard Group has filed an amendment to its Schedule 13G/A, reporting 0% beneficial ownership in CSW Industrials Inc. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report ownership separately. The filing clarifies that Vanguard no longer beneficially owns securities held by these disaggregated entities, and it does not indicate any sale of CSW shares.
135,984 Shares in CSW Industrials, Inc. $CSW Acquired by SG Americas Securities LLC
SG Americas Securities LLC recently acquired a new stake of 135,984 shares in CSW Industrials, Inc. (NYSE:CSW) during the fourth quarter, valued at approximately $39.9 million. This acquisition represents about 0.81% of the company's stock. Despite mixed analyst ratings, with an average "Hold" and price target of $327.14, the stock trades near $269.70 after missing Q4 earnings expectations.
Armes Joseph B, director at Csw Industrials, sells $405k in stock
CSW Industrials director Armes Joseph B. sold 1,500 shares of company stock for over $405,000 on March 23, 2026, as part of a pre-arranged trading plan. This transaction leaves him with 59,526 directly owned shares, plus other indirect holdings and performance rights. The sale occurs while CSW Industrials shares are down year-to-date and considered overvalued by InvestingPro analysis, following a recent earnings miss for fiscal year 2025.
Armes Joseph B, director at Csw Industrials, sells $405k in stock
CSW Industrials director Armes Joseph B. sold 1,500 shares of common stock for approximately $405,165 on March 23, 2026, under a pre-arranged trading plan. Following the sale, Armes directly owns 59,526 shares, with additional indirect holdings and performance rights. This transaction occurred as CSW Industrials' stock has declined year-to-date and is considered overvalued by InvestingPro analysis, coinciding with a recent earnings miss for fiscal year 2025.
Armes Joseph B, director at Csw Industrials, sells $405k in stock
Armes Joseph B., a director at CSW Industrials (NASDAQ:CSWI), sold 1,500 shares of common stock for $405,165 on March 23, 2026. This transaction was conducted under a pre-arranged 10b5-1 trading plan. The sale occurs as CSW Industrials' stock has declined and is considered overvalued by InvestingPro analysis, coinciding with the company's recent Q3 fiscal year 2025 earnings falling below analyst expectations.
CSW Industrials Insider Sold Shares Worth $405,165, According to a Recent SEC Filing
An insider at CSW Industrials (CSWI) recently sold shares valued at $405,165, as reported in a recent SEC filing. The article highlights this transaction and provides an overview of CSW Industrials, which operates in Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions segments. It also lists recent news regarding the company, including acquisitions, earnings results, and analyst ratings.
CSW INDUSTRIALS (CSW) CEO sells 1,500 shares under 10b5-1 plan
CSW Industrials, Inc. CEO Joseph B. Armes sold 1,500 shares of common stock at a weighted average price of $270.11 per share through a pre-arranged 10b5-1 trading plan. Following this transaction, Armes directly holds 59,526 shares and indirectly holds 3,219 shares via an ESOP, in addition to various performance-rights awards and restricted stock units. The sale is categorized as having a "High" impact and a "Negative" sentiment according to Rhea-AI.
Congress Asset Management Co. Takes $65 Million Position in CSW Industrials, Inc. $CSW
Congress Asset Management Co. has acquired a significant new position in CSW Industrials, Inc., purchasing 221,450 shares valued at approximately $65 million in the fourth quarter. This move, which gives Congress Asset Management a 1.33% stake, comes as other institutional investors also increased their holdings in CSW Industrials, contributing to an overall institutional ownership of nearly 83%. Despite recent Q4 earnings missing analyst expectations, the company currently has a consensus "Hold" rating from analysts with an average target price of $327.14.
Insider sells shares at CSW Industrial (NYSE: CSW) — proposed resale, prior dispositions
CSW Industrial, Inc. has filed a Form 144, reporting a proposed sale of 1,500 shares of common stock stemming from vesting on March 31, 2025, under a long-term incentive plan. The filing also detailed prior sales by insider Joseph B Armes, including 1,000 shares on January 15, 2026, for $328,637.90, and 1,500 shares on February 17, 2026, for $446,689.35. These disclosures are part of compliance with resale reporting requirements, though the nature of cash-flow treatment or whether sales were under a trading plan was not specified.
CSW Industrials, Inc. (NYSE:CSW) Given Consensus Recommendation of "Hold" by Brokerages
Nine brokerages have issued a consensus "Hold" recommendation for CSW Industrials (NYSE:CSW), with an average 12-month price target of $327.14. This follows the company's Q4 earnings report where it missed analyst estimates for both EPS and revenue. Insider activity shows a director buying shares while the CEO sold shares, and institutional investors own a significant portion of the stock.
Insider Buying: Darron Ash Acquires Shares of CSW Industrials Inc (CSW)
Director Darron Ash of CSW Industrials Inc (CSW) purchased 300 shares on March 13, 2026, increasing his total holdings to 1,155 shares. This transaction follows a pattern of 1 insider buy against 37 insider sells over the past year. With the stock trading at $256.62, it is considered modestly undervalued with a price-to-GF-Value ratio of 0.84, based on GuruFocus's intrinsic value estimate.
Director buys 300 CSW Industrials (CSW) shares in open market
CSW Industrials director Darron K Ash purchased 300 shares of common stock at $256.62 each on March 13, 2026, increasing his direct ownership to 1,155 shares. This transaction, categorized as an open-market purchase, was reported via an SEC Form 4 filing. The filing indicates a neutral impact and positive sentiment regarding the insider trade.
Darron Ash Buys 300 Shares of CSW Industrials (NYSE:CSW) Stock
Darron Ash, a director at CSW Industrials (NYSE:CSW), recently purchased 300 shares of the company's stock, increasing his total holdings to 1,155 shares. This acquisition, valued at $76,986, occurred as the company reported a miss on quarterly earnings and revenue expectations. Despite institutional ownership accounting for 82.79% of the stock, analysts currently maintain a "Hold" rating with an average target price of $327.14.
CSW Industrials Inc Stock Holds Ground as Analysts Maintain Cautious Outlook
CSW Industrials Inc (ISIN: US1264021064) has received a consensus hold rating from seven Wall Street analysts, with an average 12-month price target of $302.40, indicating a 23.36% upside. This cautious outlook reflects mixed analyst sentiment and ongoing debate about the company's valuation and demand headwinds in the diversified industrial sector. The company's business model, combining stable aftermarket service revenue with cyclical equipment sales, provides a natural hedge, but concerns about input-cost inflation and labor-wage pressures temper enthusiasm.
CSW Industrials, Inc. acquired Joyce Sales Group, LLC for $21 million.
CSW Industrials, Inc. acquired Joyce Sales Group, LLC for $21 million on March 12, 2026. The acquisition was funded using cash on hand and borrowings from their existing $700 million revolving credit facility. The $21 million acquisition of Duckt-Strip implies a valuation of approximately 7.0x Duckt-Strip's trailing twelve-month adjusted EBITDA, aligning with CSW's strategy for value-enhancing acquisitions.
CSW Industrials Expands HVAC Presence With Duckt Strip And Flair Moves
CSW Industrials (NYSE:CSW) has expanded its HVAC presence through the acquisition of Duckt-Strip, an electrical cable solution for mini-split HVAC systems, and an incremental investment in Flair, which focuses on HVAC/R controls. These strategic moves aim to broaden CSW Industrials' market footprint, enhance product offerings, and deepen relationships with HVAC installers. The article discusses the potential growth opportunities, risks, and implications for investors given CSW's reliance on inorganic growth.
CSW Industrials (NYSE:CSW) Share Price Passes Below 200 Day Moving Average - Here's Why
CSW Industrials (NYSE:CSW) saw its share price fall below its 200-day moving average, trading as low as $255.29, indicating a technical weakness. This decline follows the company missing its quarterly earnings and revenue expectations. Analyst sentiment remains mixed with an average "Hold" rating, despite some recent price target revisions from various firms.
CSW Industrials Expands HVAC Presence With Duckt Strip And Flair Moves
CSW Industrials (NYSE:CSW) has expanded its HVAC market footprint through the acquisition of Duckt-Strip, an electrical cable solution for mini-split HVAC systems, and an incremental investment in Flair, focusing on HVAC/R controls. These strategic moves aim to broaden the company's product and technology capabilities within the HVAC/R sector. The article discusses the potential growth opportunities, risks associated with a reliance on acquisitions, and how these additions could enhance CSW Industrials' position in the market.
CSW Industrials Expands HVAC Presence With Duckt Strip And Flair Moves
CSW Industrials has expanded its HVAC market footprint by acquiring Duckt-Strip, an HVAC electrical cable solution, and making an additional investment in Flair, which specializes in HVAC/R controls. These strategic moves aim to broaden CSW's product and technology capabilities within its Contractor Solutions segment. The company's stock has seen significant returns over 3 and 5 years, though it has declined recently, making these acquisitions a key aspect of its future growth and integration strategy.
CSW Industrials, Inc. (NASDAQ:CSWI) Q4 2025 Earnings Call Transcript
This document is an earnings call transcript for CSW Industrials, Inc. (NASDAQ:CSWI) for their Q4 2025 financial results. It provides detailed discussions about the company's performance and outlook as presented during the quarterly earnings call.
CSW Stock Price, Quote & Chart | CSW INDUSTRIALS INC (NYSE:CSW)
CSW Industrials Inc. (NYSE: CSW) stock is currently trading at $256.54, down 0.47% today and 18.17% over the last month. Analysts project a potential price increase of 28.94% to an average target of $330.77. The company, which specializes in performance solutions across Contractor Solutions, Specialized Reliability Solutions, and Engineered Building Solutions segments, reported mixed Q3 2026 earnings, missing both EPS and revenue expectations.
Faster AC installs, energy savings: CSW spends $25.8M on ductless tech
CSW Industrials (NYSE: CSW) has made a significant investment in the HVAC/R ductless application market, acquiring Duckt-Strip for $21.0 million and making an incremental $4.8 million minority investment in Flair. The acquisition of Duckt-Strip, valued at approximately 7.0x trailing twelve-month EBITDA, is expected to be accretive to EPS in its first full year and will leverage CSW's national distribution network to accelerate growth and margin expansion. This strategic move, funded by cash and its existing $700 million revolving credit facility, underscores CSW's ongoing capital allocation strategy in the HVAC/R sector and aims to enhance its Contractor Solutions segment with innovative, energy-saving technologies like Rip-n-Strip™ electrical cables for mini-split systems and Flair's smart HVAC controls.
CSW Industrials Deploys $25.8 Million of Investment Capital in Contractor Solutions Segment
CSW Industrials has strategically invested $25.8 million in its Contractor Solutions segment, acquiring Duckt-Strip® for $21 million to expand its HVAC/R ductless application offerings. Additionally, the company made an incremental $4.8 million minority investment in Flair, an HVAC controls company. These moves aim to leverage CSW's distribution network for accelerated growth and enhance shareholder value through targeted investments in the growing HVAC/R market.
CSW Industrials Deploys $25.8 Million of Investment Capital in Contractor Solutions Segment
CSW Industrials has strategically invested $25.8 million in its Contractor Solutions segment, acquiring Duckt-Strip® for $21 million to expand its HVAC/R ductless application offerings. Additionally, CSW made an incremental $4.8 million minority investment in Flair, an HVAC controls company. These moves are expected to enhance product growth, leverage CSW's distribution network, and be accretive to earnings per share.
CSW Industrials (NYSE:CSW) Share Price Crosses Below 50-Day Moving Average - Here's What Happened
CSW Industrials (NYSE:CSW) stock dropped below its 50-day moving average, trading at $272.21 against a 50-day MA of $303.39. The company also missed analyst estimates for its recent quarterly earnings, reporting $1.42 EPS on $232.99 million revenue, below expectations of $1.93 EPS and $249.36 million revenue. Analysts currently rate the stock as a "Hold" with an average price target of $327.14, while insiders have been selling shares.
CSW Industrials Experiences Revision in Stock Evaluation Amid Market Dynamics
CSW Industrials, Inc. has revised its stock evaluation due to changing market conditions, with its stock currently priced at $298.38. Technical indicators show mixed sentiments, with weekly MACD being mildly bearish, and daily moving averages suggesting a mildly bullish trend. While the company saw a 2.26% decline in the past year, it significantly outperformed the S&P 500 over a three-year period with a 108.18% return.
CSW SEC Filings - Csw Industrials Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors and traders to access Csw Industrials Inc. (CSW) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It highlights recent significant filings such as Form 8-K detailing credit agreements and acquisitions. The platform also offers AI-powered summaries of these documents, including recent insider transactions and a major acquisition announcement.
CSW - Csw Industrials Inc Latest Stock News & Market Updates
This page provides the latest news and market updates for CSW Industrials Inc. (NYSE: CSW), a diversified industrial growth company. It covers acquisitions, earnings, capital allocation, and governance developments, with recent highlights including the acquisition of MARS Parts for $650 million, leadership changes, and strong fiscal 2026 first-quarter results. The company also announced its stock transfer to the NYSE and regular quarterly dividends.
What Makes CSW Industrials (CSW) a Lucrative Investment?
SouthernSun Asset Management initiated a new position in CSW Industrials, Inc. (NYSE: CSW) during the fourth quarter of 2025, highlighting the company's diversified industrial growth focused on niche, value-added products across several segments. The firm noted CSW's strong sales in Contractor Solutions, supported by well-known brands and a successful acquisition strategy, giving it pricing power. Despite this, the article suggests that while CSW is a good investment, some AI stocks may offer greater returns in a shorter timeframe.
CSW Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Csw Industrials Inc (CSW), covering its income statement, balance sheet, cash flow, and key financial ratios. It highlights strong profitability with an operating margin of 20.6% and low leverage with a D/E ratio of 0.00, earning high financial health scores. The company reported $878.3M in revenue for fiscal year 2025, a 10.8% increase from the prior year, alongside a net income of $136.7M.
CapEx per share of CSW Industrials, Inc. – BX:CSWI
This article provides financial data specifically on the Capital Expenditure (CapEx) per share for CSW Industrials, Inc. (BX:CSWI). It lists the period, value, and percentage change for this metric. The content appears to be a financial data snippet from TradingView.
Do Softer Q3 Trends and Insider Sales Quietly Test CSW Industrials’ (CSW) Growth Resilience?
CSW Industrials recently reported a mixed Q3 with softer results in Contractor Solutions and residential HVAC/R, coupled with an insider share sale by Senior Vice President Luke Alverson. These factors, alongside tariff and acquisition-related margin pressures, prompt investors to scrutinize the sustainability of the company's growth. Despite an optimistic forecast of $1.3 billion revenue and $186.5 million earnings by 2028, concerns about organic softness and acquisition-driven margin dilution suggest a cautious outlook on CSW Industrials’ long-term growth resilience.
Here’s What Lifted CSW Industrials (CSW) Amid Challenges
CSW Industrials, Inc. (NYSE: CSW) was highlighted by Conestoga Capital Advisors in its fourth-quarter 2025 investor letter. Despite an organic decline in its Contractor Solutions segment, the stock outperformed, aided by a J.P. Morgan upgrade and the acquisition of MARS Parts, which reduced reliance on equipment replacement. CSW Industrials operates in HVAC, plumbing, and engineered building solutions and saw its revenue grow 20% year-over-year in Q3 2026.
CSW Industrials (NYSE:CSW) Upgraded by Robert W. Baird to Strong-Buy Rating
CSW Industrials (NYSE:CSW) was recently upgraded to a "strong-buy" rating by Robert W. Baird, while JPMorgan Chase & Co. also raised its rating to "overweight" with a $350 target. Despite these upgrades, the company missed its latest quarterly earnings and revenue estimates, reporting $1.42 EPS against an expected $1.93 and $232.99 million in revenue against a $249.36 million forecast. Insiders have sold shares totaling approximately $2.39 million in the last quarter, with institutional investors holding around 82.8% of the stock.
Baird Initiates Coverage on CSW Industrials With Outperform Rating, $378 Price Target
Baird has initiated coverage on CSW Industrials (CSWI) with an Outperform rating and set a price target of $378. This indicates a positive outlook from the analyst firm for the diversified industrial growth company. The article also mentions recent financial news for CSW Industrials, including a dividend declaration and a share repurchase program expansion.
Baird Initiates Coverage of CSW Industrials (CSW) with Outperform Recommendation
Baird has initiated coverage of CSW Industrials (CSW) with an Outperform recommendation. Analysts project a 9.95% upside for the stock, with an average one-year price target of $323.34. The company is expected to see a 7.75% increase in annual revenue and funds show a bullish outlook on the stock.
