Analyst Estimates: Here's What Brokers Think Of Eagle Materials Inc. (NYSE:EXP) After Its Annual Report
Eagle Materials Inc. (NYSE: EXP) recently released its annual report, with revenue largely meeting analyst forecasts and statutory earnings per share (EPS) exceeding expectations by 2.7%. Analysts have updated their forecasts, maintaining a consensus price target of US$224, indicating that the improved EPS outlook has not significantly altered the long-term valuation view despite increased optimism. The company's revenue growth is projected to slow to 1.2% annualized until 2027, falling below its historical 6.5% p.a. growth and slower than other industry participants.
Executive changes and 2027 bonus plans at Eagle Materials (NYSE: EXP)
Eagle Materials (NYSE: EXP) announced the retirement of William R. Devlin, Senior Vice President, Chief Accounting Officer, and Controller, effective June 1, 2026. Samuel M. Guzman Jr. will succeed him. The company also outlined its fiscal 2027 bonus frameworks, including a salaried incentive plan based on operating earnings, business unit EBITDA-based pools, and a Special Situation Program.
Press Release: Eagle Materials Declares Quarterly Dividend
Eagle Materials Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.25 per share. The dividend is payable on July 19, 2024, to shareholders of record as of June 21, 2024. This declaration reflects the company's commitment to returning value to its shareholders.
Tax withholding trims Eagle Materials (NYSE: EXP) SVP share holdings
Eagle Materials Senior Vice President Alex Haddock underwent a routine, non-market transaction where 284 shares of Common Stock were withheld by the company to cover income tax obligations related to the vesting of 720 restricted shares. The shares were valued at $194.66 each, reflecting the previous trading day's closing price. Following this transaction, Haddock's direct ownership of Eagle Materials Common Stock stands at 3,623 shares.
Cement maker Eagle Materials to pay 25-cent dividend in July
Eagle Materials Inc. (NYSE: EXP) announced that its Board of Directors has declared a quarterly cash dividend of $0.25 per share. The dividend is payable on July 20, 2026, to stockholders of record as of June 15, 2026. Eagle Materials is a major U.S. manufacturer of heavy construction products and light building materials, including Portland Cement and Gypsum Wallboard.
Eagle Materials Declares Quarterly Dividend
Eagle Materials Inc. (NYSE: EXP) has announced that its Board of Directors declared a quarterly cash dividend of $0.25 per share. This dividend is payable on July 20, 2026, to stockholders of record as of the close of business on June 15, 2026. Eagle Materials is a major U.S. manufacturer of heavy construction products and light building materials, including Portland Cement and Gypsum Wallboard.
Jefferies raises Eagle Materials stock price target on infrastructure demand
Jefferies has increased its price target for Eagle Materials Inc. (NYSE:EXP) to $200 from $193, while maintaining a "Hold" rating. The firm cited solid cement volumes from infrastructure projects and data centers as drivers, alongside expected growth from investments in Laramie and Duke. Despite contracting margins due to a soft housing market and imports, Eagle Materials recently reported strong Q4 fiscal 2026 results, exceeding earnings and revenue expectations.
Eagle Materials Inc. 2026 Q4 - Results - Earnings Call Presentation (NYSE:EXP) 2026-05-20
Eagle Materials Inc. (NYSE: EXP) released its Q4 2026 earnings, reporting an EPS of $1.91, which beat estimates by $0.34, and revenue of $479.11 million, exceeding expectations by $27.12 million and showing a 1.90% year-over-year increase. The company published a slide deck in conjunction with its earnings call.
Eagle Materials reports record revenue amid stronger cement sales
Eagle Materials has reported a record revenue, driven by strong cement sales. This indicates a positive financial performance for the company in the recent period.
Eagle Materials Inc. (NYSE:EXP) Q4 2026 Earnings Call Transcript
Eagle Materials Inc. (NYSE:EXP) reported record revenue of $2.3 billion in fiscal 2026 and strong EPS of $13.16. The company is investing significantly in modernizing its Mountain Cement and Duke Wallboard plants to improve efficiency and expand capacity, with capital expenditures projected to peak in fiscal 2027. Despite some near-term challenges in the Wallboard market, the company sees strong underlying demand for heavy materials driven by public infrastructure and data centers, anticipating continued positive momentum for its cement business.
Eagle Materials Fiscal 2026 Results: Record Revenue, Net Earnings Decline 9% - News and Statistics
Eagle Materials Inc. reported a record revenue of US$2.3 billion for its fiscal year 2026, marking a 2% increase from the previous year. Despite this, net earnings saw a 9% decline to US$424 million, and Adjusted EBITDA fell by 5% to US$775 million. The Heavy Materials division, primarily driven by increased cement and aggregates sales and contributions from recent acquisitions, showed a 10% rise in revenue and operating earnings.
Bastion Asset Management Inc. Sells 11,299 Shares of Eagle Materials Inc $EXP
Bastion Asset Management Inc. significantly reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 40.9% in the fourth quarter, selling 11,299 shares and retaining 16,350 shares valued at approximately $3.37 million. This comes as Eagle Materials reported strong quarterly earnings, beating analyst estimates with EPS of $1.91 and revenue of $479.1 million. Despite positive earnings, the stock maintains a "Hold" consensus rating with an average target price of $228.82, reflecting cautious analyst sentiment.
Eagle Materials shares rise after fourth-quarter earnings top forecasts (EXP)
Eagle Materials shares saw an increase after the company announced its fourth-quarter earnings surpassed analyst expectations. This positive financial performance suggests a strong close to their fiscal year. The market reacted favorably to the earnings beat.
Eagle Materials stock gains 3% on fourth quarter earnings beat
Eagle Materials Inc. reported strong fourth-quarter results, exceeding analyst expectations with adjusted EPS of $1.91 and revenue of $479.1 million. The company's stock rose 3.30% in pre-market trading, driven by record annual revenue of $2.3 billion for fiscal 2026 and strong performance in its Heavy Materials segment. Eagle Materials returned $414 million to shareholders through share repurchases and dividends and ended the year with a net leverage ratio of 1.9x.
Record $2.3B revenue for Eagle Materials (NYSE: EXP) in 2026
Eagle Materials Inc. (NYSE: EXP) achieved record fiscal year 2026 revenue of $2.31 billion, a 2% increase, despite a 9% decrease in net earnings to $423.8 million. The company reported strong performance in its Heavy Materials segment with a 10% revenue increase and continued investments in modernization projects for its Laramie cement plant and Duke wallboard plant, while also returning $414 million to shareholders in fiscal 2026. Light Materials revenue, however, decreased by 9% due to softer residential construction demand and lower gypsum wallboard prices.
Earnings Flash (EXP) Eagle Materials Inc. Reports Q4 Revenue $479.1M, Vs. FactSet Est of $452.0M
Eagle Materials Inc. announced its fourth-quarter revenue reached $479.1 million, surpassing the FactSet estimated revenue of $452.0 million. This indicates a stronger financial performance than anticipated by analysts for the quarter.
Eagle Materials Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Eagle Materials Inc. (NYSE: EXP) is scheduled to release its fourth-quarter earnings before the market opens on Tuesday, May 19. Analysts anticipate earnings per share of $1.54 on revenue of $451.98 million. Several analysts have updated their ratings and price targets for Eagle Materials in recent months, with some maintaining ratings while others downgraded the stock.
Eagle Materials Announces Fourth Quarter and Fiscal Year 2026 Results
Eagle Materials Inc. reported its financial results for fiscal year 2026 and the fourth quarter ended March 31, 2026, achieving record annual revenue of $2.3 billion, up 2%, despite a 9% decrease in net earnings. The company focused on organic growth, enhancing its capital structure, and returning $414 million to shareholders through repurchases and dividends while progressing with modernization projects at its Laramie Cement and Duke Gypsum Wallboard plants. These strategic investments aim to increase capacity, reduce costs, and strengthen its competitive position for long-term growth.
Eagle Materials earnings on deck: Cement strength vs. wallboard woes
Eagle Materials is scheduled to release its Q4 fiscal 2026 earnings, with analysts expecting a decline in EPS and revenue year-over-year. Investors will be focused on whether strong infrastructure-driven cement demand can offset weakness in the company's wallboard business, as well as commentary on residential construction trends and margin performance amidst ongoing modernization projects and high material costs.
Eagle Materials (NYSE: EXP) SVP earns 810 performance-based restricted shares
Eagle Materials Senior Vice President Tony Thompson was granted 810 performance-based restricted shares of common stock, which became vested on May 11, 2026, after the company met its three-year return-on-equity targets. This transaction increased his direct holdings to 13,321 shares, with restrictions on these new shares set to lapse on May 18, 2026. This was a compensation grant rather than a market purchase, reflecting the achievement of internal performance criteria.
Eagle Materials (NYSE: EXP) president gains 900 performance-based shares
Eric Cribbs, President of American Gypsum (Eagle Materials, NYSE: EXP), acquired 900 shares of common stock through a restricted stock award. These shares, granted on May 23, 2023, vested on May 11, 2026, after the company met performance criteria tied to its average three-year return on equity through fiscal 2026. Following this, Cribbs directly holds 13,111 shares, with restrictions on the newly vested shares set to lapse on May 18, 2026.
Eagle Materials (EXP) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Eagle Materials (EXP) is expected to announce a significant decline in Q4 earnings per share and revenue, with analysts forecasting a 29.3% EPS drop and a 3% revenue decrease year-over-year. Despite a 1% upward revision in the consensus EPS estimate over the past 30 days, individual metric forecasts for Gypsum Wallboard revenue and Light Materials operating earnings also indicate declines. The company's shares have underperformed the S&P 500 composite recently, and it currently holds a Zacks Rank #4 (Sell).
Eagle Materials (EXP) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Eagle Materials (EXP) is expected to announce a year-over-year decline of 29.3% in Q4 earnings, with an estimated $1.47 per share, and a 3% revenue drop to $456.22 million. Analysts have made a slight upward revision of 1% to the consensus EPS estimate over the past 30 days. Key metric forecasts include a 12.6% decline in "Revenue- Gypsum Wallboard" and decreases in several "Segment Operating Earnings" categories compared to the prior year.
Eagle Materials (EXP) CEO Haack earns 8,636 performance-based restricted shares
Eagle Materials President and CEO Michael Haack has earned 8,636 performance-based restricted shares, which vested after the company met specific three-year return on equity criteria for fiscal 2026. These shares, originally granted on May 23, 2023, became earned and reportable on May 11, 2026, increasing Haack's direct ownership to 89,215 shares. The restrictions on these newly vested shares are set to lapse on May 18, 2026.
Eagle Materials (EXP) SVP earns 810-share performance award
William R. Devlin, SVP and Controller at Eagle Materials (EXP), was awarded 810 restricted shares of common stock on May 11, 2026. This award was granted after the company met performance vesting criteria tied to its average three-year return on equity. Following this transaction, Devlin directly holds 17,663 shares and indirectly holds 1,936 shares through a 401(k) plan.
Eagle Materials (NYSE: EXP) CFO earns 2,339 restricted shares as award vests
Eagle Materials (NYSE: EXP) EVP and CFO Dale Craig Kesler was awarded 2,339 restricted shares which vested on May 11, 2026, after the company met performance criteria based on its three-year return on equity. The restrictions on these shares will lapse on May 18, 2026, adding to his direct holdings of 57,000 shares. Additionally, his indirect IRA holdings were updated to 442 shares to correct a recordkeeping error.
Eagle Materials (NYSE: EXP) counsel vests 1,350 restricted shares
Eagle Materials EVP & General Counsel Matt Newby has acquired 1,350 shares of common stock through a performance-based restricted stock award. The award, granted in May 2023, vested on May 11, 2026, after the company met specific average three-year return on equity criteria. Following this transaction, Newby directly holds 20,840 shares, with remaining restrictions on the earned shares set to lapse on May 18, 2026.
Earnings Preview: Eagle Materials (EXP) Q4 Earnings Expected to Decline
Eagle Materials (EXP) is expected to report a year-over-year decline in Q4 earnings and revenues for the quarter ended March 2026. Despite a slight upward revision in the consensus EPS estimate, a negative Zacks Rank and an Earnings ESP of +1.71% make it difficult to definitively predict an earnings beat. Investors are advised to consider other factors beyond just predictions.
(EXP) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses the use of movement as an input in quantitative signal sets for Eagle Materials Inc (NYSE: EXP). It highlights strong sentiment, a testing support level, and an exceptional risk-reward setup. The analysis provides AI-generated trading strategies with specific entry, target, and stop-loss levels for different risk profiles and holding periods, along with multi-timeframe signal analysis.
Eagle Materials Inc (NYSE:EXP) Receives Consensus Recommendation of "Hold" from Brokerages
Thirteen analysts have issued a consensus "Hold" recommendation for Eagle Materials Inc. (NYSE:EXP), with an average 12-month price target of $228.82. Institutional investors hold a significant 96.07% of the company's stock, and several funds increased their stakes in Q1. The company, trading at a market cap of $6.65 billion and a P/E of 16.02, also pays a quarterly dividend of $0.25.
Eagle Materials Inc $EXP Stock Holdings Lessened by Principal Financial Group Inc.
Principal Financial Group Inc. reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 19.1% in the fourth quarter, selling 97,511 shares and retaining 413,861 shares valued at $85.545 million. Despite this, other hedge funds increased their positions in EXP, and institutional investors now own 96.07% of the stock. Analysts currently rate Eagle Materials as a "Hold" with an average price target of $228.82, and the company recently declared a quarterly dividend of $0.25 per share.
FMR LLC discloses 11.6% stake in Eagle Materials (NYSE: EXP), 3.64M shares
FMR LLC has filed an amended Schedule 13G/A, disclosing a beneficial ownership of 3,644,570.45 shares, representing an 11.6% stake in Eagle Materials (NYSE: EXP). Abigail P. Johnson is also listed with beneficial ownership of the same number of shares. This filing primarily updates ownership details and outlines voting and dispositive powers, with FMR LLC holding sole dispositive power over the shares.
Sprucegrove Investment Management Ltd. Raises Stock Holdings in Eagle Materials Inc $EXP
Sprucegrove Investment Management Ltd. significantly increased its stake in Eagle Materials Inc. (NYSE:EXP) by 1,671.4% in the fourth quarter, now holding 12,400 shares valued at $2.56 million. Other institutional investors like Baupost Group LLC MA and William Blair Investment Management LLC also adjusted their positions in the construction company. Eagle Materials recently declared a quarterly dividend of $0.25, and analysts have issued mixed ratings on the stock, with a consensus "Hold" and an average target price of $228.82.
Vanguard Group Inc. Cuts Stake in Eagle Materials Inc $EXP
Vanguard Group Inc. reduced its stake in Eagle Materials Inc. (NYSE:EXP) by 2.6% in the fourth quarter, selling 81,086 shares, but still owning 9.44% of the company worth $625.7 million. Despite missing Q4 earnings and revenue estimates, the company maintains strong profitability and pays a $1.00 annual dividend. Analysts have a "Hold" consensus rating with an average target price of $228.82 for the stock.
Oppenheimer Asset Management Inc. Buys 10,980 Shares of Eagle Materials Inc $EXP
Oppenheimer Asset Management Inc. has increased its stake in Eagle Materials Inc. (NYSE: EXP) by 82.5%, purchasing an additional 10,980 shares to hold a total of 24,295 shares valued at approximately $5.02 million. This move highlights institutional interest in the construction materials company, despite recent Q4 earnings that missed analyst estimates and a consensus "Hold" rating from Wall Street analysts with an average price target of $228.82.
Comerica Bank Sells 30,778 Shares of Eagle Materials Inc $EXP
Comerica Bank reduced its holdings in Eagle Materials Inc (NYSE:EXP) by 60.2%, selling 30,778 shares and retaining 20,390 shares valued at approximately $4.21 million. Despite high institutional ownership at 96.07%, Wall Street analysts largely maintain a "Hold" rating with an average target price of $228.82, following recent price target reductions and cautious ratings. Eagle Materials recently missed quarterly earnings estimates, reporting $3.22 EPS against an expected $3.32, with revenue down 0.4% year-over-year.
Eagle Materials Inc $EXP Shares Acquired by Pictet Asset Management Holding SA
Pictet Asset Management Holding SA increased its stake in Eagle Materials Inc. (NYSE:EXP) by 56.1% during the fourth quarter, acquiring an additional 26,951 shares to hold a total of 74,990 shares valued at approximately $15.5 million. Other institutional investors like Baupost Group LLC MA and Bank of New York Mellon Corp also adjusted their holdings. The stock currently holds a consensus "Hold" rating from Wall Street analysts with a target price of $228.82, despite recently missing quarterly EPS estimates and trading near $211 with a 0.5% dividend yield.
US26969PAC23 Bond Analysis — Key Metrics
This article provides a detailed analysis of the US26969PAC23 bond issued by Eagle Materials Inc. It highlights key financial metrics such as coupon rate (5.0% fixed), issue and maturity dates, and the outstanding amount of $750.00 million USD. The bond analysis also includes an overview of Eagle Materials Inc.'s business segments, which include Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard.
Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Position in Eagle Materials Inc $EXP
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Eagle Materials Inc ($EXP) by 33.1% in the fourth quarter, selling 9,538 shares and retaining 19,281 shares worth $3.985 million. Despite this, other institutional investors have either increased their positions or maintained significant ownership, with hedge funds and institutional investors collectively owning 96.07% of the company's stock. The article also provides a financial overview of Eagle Materials, including its recent earnings, dividend announcement, stock performance metrics, and various analyst ratings which currently average a "Hold" with a target price of $228.82.
Vanguard reports 1.65M shares in Eagle Materials (EXP) — 5.25% holding
Vanguard Capital Management has filed a Schedule 13G, disclosing a 5.25% beneficial ownership in Eagle Materials Inc. (EXP), totaling 1,651,980 shares of common stock as of March 31, 2026. The filing indicates Vanguard's sole voting power over 241,008 shares and sole dispositive power over all 1,651,980 shares. This regulatory disclosure provides transparency on significant ownership stakes in publicly traded companies.
Liquidity Mapping Around (EXP) Price Events
This article provides an AI-driven analysis for Eagle Materials Inc (NYSE: EXP), indicating neutral near-term sentiment with a mid-channel oscillation pattern. It highlights an exceptional short setup targeting 10.5% downside and outlines distinct trading strategies for position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal strengths and support/resistance levels for the stock.
Eagle Materials (NYSE:EXP) Stock Forecast & Analyst Predictions
This article provides an analysis and forecast for Eagle Materials (NYSE:EXP) stock, detailing future growth predictions, recent analyst updates, and financial data. Analysts expect the company's earnings and revenue to grow annually, with a strong projected return on equity. The report also highlights frequent share buybacks and minor adjustments by analysts to price targets based on various financial assumptions.
Eagle Materials, Inc. Experiences Revision in Its Stock Evaluation Amid Strong Financial Metrics
Eagle Materials, Inc., a small-cap company in the building products sector, has adjusted its stock valuation, now featuring a P/E ratio of 14 and a price-to-book value of 3.94. The company exhibits strong financial performance with a 15.62% dividend yield, a 19.88% return on capital employed, and a 28.80% return on equity. This favorable valuation places Eagle Materials competitively among its industry peers like Knife River Corp. and United States Lime & Minerals, Inc.
RBC Capital initiates coverage of Eagle Materials (EXP) with sector perform recommendation
RBC Capital has initiated coverage of Eagle Materials (EXP) with a "sector perform" recommendation. This suggests that the firm expects Eagle Materials to perform in line with its sector, indicating a neutral short-term outlook.
State of Alaska Department of Revenue Cuts Position in Eagle Materials Inc $EXP
The State of Alaska Department of Revenue significantly reduced its stake in Eagle Materials Inc. (NYSE: EXP) by 81.5% in the fourth quarter, selling 13,877 shares and now holding 3,142 shares valued at $649,000. Despite this, institutional ownership remains high at 96.07%. Analysts maintain a "Hold" rating on the stock with an average price target of $228.82, following recent price target cuts and a downgrade influenced by a Q4 earnings miss.
JP Morgan Downgrades Eagle Materials (EXP)
JP Morgan has downgraded Eagle Materials (EXP). The article provides no further details on the reasons for the downgrade.
Press Release: Eagle Materials Schedules Fourth Quarter and Fiscal 2026 Earnings Release and Conference Call With Senior Management
Eagle Materials (NYSE: EXP) will release its financial results for the fourth quarter and fiscal year ended March 31, 2026, on Wednesday, May 20, 2026, after the close of the market. The company will host a conference call on Thursday, May 21, 2026, at 8:30 a.m. ET (7:30 a.m. CT) to discuss the results.
Eagle Materials Schedules Fourth Quarter and Fiscal 2026 Earnings Release and Conference Call With Senior Management
Eagle Materials Inc. has announced it will release its financial results for the fourth quarter and fiscal year 2026 on Tuesday, May 19, 2026. The company will also host an investor conference call on the same day at 8:30 AM Eastern Time to discuss the results. Interested parties can access the webcast and slide presentation or dial in to the conference call; a replay will be available for a limited time.
Eagle Materials Schedules Fourth Quarter and Fiscal 2026 Earnings Release and Conference Call With Senior Management
Eagle Materials Inc. (NYSE: EXP) announced it will release its fourth quarter and fiscal year 2026 financial results on Tuesday, May 19, 2026, before the NYSE opens. The company will also host an investor conference call on the same day at 8:30 am Eastern Time (7:30 am Central Time). A webcast and replay options will be available for those who wish to listen to the call.
Eagle Materials Schedules Fourth Quarter and Fiscal 2026 Earnings Release and Conference Call With Senior Management
Eagle Materials Inc. (NYSE: EXP) announced it will release its financial results for the fourth quarter and fiscal year 2026 on Tuesday, May 19, 2026, before the NYSE opens. The company will also host an investor conference call on the same day at 8:30 am Eastern Time. Details for accessing the webcast and dial-in are provided, along with replay information.
