AMWD

AMERICAN WOODMARK CORP

Nasdaq · Millwood, Veneer, Plywood, & Structural Wood Members · Inc. VA · CIK 0000794619
High Impact Filing (7/10)8 New Institutional Positions8 Institutional Exits
Vol
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$454.6M
Inst. Activity8 buys / 8 sells
SEC Reports4
Exchange Nasdaq·Sector Millwood, Veneer, Plywood, & Structural Wood Members·Inc. VA·CIK 0000794619

Recent Activity

May 28, 2026 SEC
American Woodmark (AMWD) has been acquired by MasterBrand (MBC) in an all-stock merger that closed on May 28, 2026. Each
8-K — Impact 7/10
May 28, 2026 Insider
Adams Robert J JR disposed of 47,182 shares
SVP Chief Manuf & Supp Chain
May 28, 2026 Insider
COLDIRON KIMBERLY G disposed of 15,708 shares
SVP, CHRO
May 28, 2026 Insider
MEDLIN DWAYNE L disposed of 20,536 shares
SVP, Remodel Sales
May 26, 2026 SEC
American Woodmark (AMWD) disclosed that the FTC has closed its investigation and the HSR waiting period has expired for
425 — Impact 7/10
May 26, 2026 SEC
American Woodmark received FTC clearance and HSR waiting period expiration for its merger with MasterBrand, removing the
8-K — Impact 7/10
Inst.
PZENA INVESTMENT MANAGEMENT LLC — ADD
1,643,562 shares ($65.5M)
Inst.
LMR Partners LLP — DOUBLED
231,388 shares ($9.2M)

Price Targets

$55.00 +14.4% upside Buy
Current $48.09 Low $55.00 Median $55.00 High $55.00 1 analysts
$55.00 $55.00

Analyst Ratings

Buy67% buy · 9 analysts
2Strong Buy
4Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 21, 2026 Baird MAINTAIN Neutral → Neutral
Feb 27, 2026 Zelman & Assoc UPGRADE Underperform → Neutral
Feb 27, 2026 Baird MAINTAIN Neutral → Neutral
Jan 12, 2026 Baird DOWNGRADE Outperform → Neutral

Latest Reports

NEUTRAL 8-K 7/10
American Woodmark (AMWD) has been acquired by MasterBrand (MBC) in an all-stock merger that closed on May 28, 2026. Each
May 28, 2026
BULLISH 425 7/10
American Woodmark (AMWD) disclosed that the FTC has closed its investigation and the HSR waiting period has expired for
May 26, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$90.6M—
PZENA INVESTMENT MANAGEMENT LLC$65.5MADD
ALLIANCEBERNSTEIN L.P.$44.8MDOUBLED
DIMENSIONAL FUND ADVISORS LP$38.2M—
VANGUARD CAPITAL MANAGEMENT LLC$24.4M—

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Adams RobertD$0.00
May 28, 2026COLDIRON KIMBERLYD$0.00
May 28, 2026MEDLIN DWAYNED$0.00
May 28, 2026Culbreth MichaelD$0.00
May 28, 2026WASZAK WILLIAMD$0.00
50 institutional holders with $454.6M total value (11,118,390 shares) as of 2026-Q1. Top holders: BlackRock,, PZENA, ALLIANCEBERNSTEIN.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.2,274,896$90.6M19.9%—
2PZENA INVESTMENT MANAGEMENT LLC1,643,562$65.5M14.4%ADD +42.9%
3ALLIANCEBERNSTEIN L.P.832,053$44.8M9.9%DOUBLED +206.3%
4DIMENSIONAL FUND ADVISORS LP958,820$38.2M8.4%—
5VANGUARD CAPITAL MANAGEMENT LLC613,789$24.4M5.4%—
6STATE STREET CORP559,610$22.3M4.9%—
7FRANKLIN RESOURCES INC505,209$20.1M4.4%DOUBLED +8028.2%
8CITIGROUP INC442,942$17.6M3.9%—
9GOLDMAN SACHS GROUP INC371,772$14.8M3.3%—
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC319,445$12.7M2.8%—
11Magnetar Financial LLC313,986$12.5M2.8%NEW
12VANGUARD PORTFOLIO MANAGEMENT LLC282,333$11.2M2.5%—
13LMR Partners LLP231,388$9.2M2.0%DOUBLED +4339.5%
14HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC185,105$7.4M1.6%—
15TORONTO DOMINION BANK163,557$6.5M1.4%TRIM -48.7%
16WELLS FARGO & COMPANY/MN131,211$5.2M1.1%ADD +43.7%
17MORGAN STANLEY126,342$5.0M1.1%TRIM -32.8%
18Invesco Ltd.124,154$4.9M1.1%—
19BANK OF AMERICA CORP /DE/117,992$4.7M1.0%TRIM -34.2%
20D. E. Shaw & Co., Inc.99,081$3.9M0.9%DOUBLED +298.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
PZENA INVESTMENT MANAGEMENT LLCADD1,150,2141,643,562+42.9%$65.5M2026-Q1
LMR Partners LLPDOUBLED5,212231,388+4339.5%$9.2M2026-Q1
TORONTO DOMINION BANKTRIM318,852163,557-48.7%$6.5M2026-Q1
BANK OF AMERICA CORP /DE/TRIM179,442117,992-34.2%$4.7M2026-Q1
SEI INVESTMENTS CODOUBLED40,61592,443+127.6%$3.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM59,72830,680-48.6%$1.2M2026-Q1
HSBC HOLDINGS PLCADD14,03620,794+48.1%$829.2K2026-Q1
Assenagon Asset Management S.A.NEAR_EXIT145,69018,157-87.5%$723.2K2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM35,98517,749-50.7%$706.9K2026-Q1
FIFTH THIRD BANCORPDOUBLED13413,979+10332.1%$556.8K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM4,1582,991-28.1%$119.1K2026-Q1
CWM, LLCTRIM1,470635-56.8%$25.3K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD249324+30.1%$12.9K2026-Q1
NISA INVESTMENT ADVISORS, LLCADD190285+50.0%$11.4K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD14,59019,672+34.8%$784.002026-Q1
Allworth Financial LPNEAR_EXIT4611-76.1%$439.002026-Q1
ALLIANCEBERNSTEIN L.P.DOUBLED223,509684,503+206.3%$36.9M2025-Q4
FRANKLIN RESOURCES INCDOUBLED5,031408,932+8028.2%$22.0M2025-Q4
TORONTO DOMINION BANKNEW—318,852—$17.2M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED76,463179,442+134.7%$9.7M2025-Q4
Assenagon Asset Management S.A.DOUBLED4,304145,690+3285.0%$7.9M2025-Q4
D. E. Shaw & Co., Inc.DOUBLED24,51997,763+298.7%$5.3M2025-Q4
SEI INVESTMENTS CODOUBLED6,53540,615+521.5%$2.2M2025-Q4
DEUTSCHE BANK AG\TRIM57,79235,101-39.3%$1.9M2025-Q4
JANUS HENDERSON GROUP PLCDOUBLED7,28922,465+208.2%$1.2M2025-Q4
12 unique insiders with 17 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Adams Robert J JRSVP Chief Manuf & Supp ChainD47,182——
May 28, 2026COLDIRON KIMBERLY GSVP, CHROD15,708——
May 28, 2026MEDLIN DWAYNE LSVP, Remodel SalesD20,536——
May 28, 2026Culbreth Michael ScottPRESIDENT & CEOD150,926——
May 28, 2026WASZAK WILLIAM LSVP, CIOD19,875——
May 28, 2026Cogan Andrew BDirectorD15,760——
May 28, 2026Akoma LatashaDirectorD7,740——
May 28, 2026HENDRIX DANIEL TDirectorD15,570——
May 28, 2026Tang Vance WDirectorD62,234——
May 28, 2026Videtto Emily CavanaghDirectorD8,930——
May 28, 2026Rodriguez David ADirectorD10,522——
May 28, 2026Fracassa Philip D.DirectorD4,120——
May 20, 2026Adams Robert J JRSVP Chief Manuf & Supp ChainAWARD2,608——
May 20, 2026COLDIRON KIMBERLY GSVP, CHROAWARD784——
May 20, 2026Culbreth Michael ScottPRESIDENT & CEOAWARD11,798——
May 20, 2026MEDLIN DWAYNE LSVP, Remodel SalesAWARD838——
May 20, 2026WASZAK WILLIAM LSVP, CIOAWARD840——
4 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 7.0/10.
NEUTRAL 8-K 7/10
American Woodmark (AMWD) has been acquired by MasterBrand (MBC) in an all-stock merger that closed o
May 28, 2026
BULLISH 425 7/10
American Woodmark (AMWD) disclosed that the FTC has closed its investigation and the HSR waiting per
May 26, 2026
BULLISH 8-K 7/10
American Woodmark received FTC clearance and HSR waiting period expiration for its merger with Maste
May 26, 2026
BEARISH 8-K 7/10
American Woodmark reported a significant decline in third-quarter fiscal 2026 results, with revenue
Feb 26, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 9 analysts: 2 strong buy, 4 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$55.00 mean target +14.4% upside Buy (3.00)
$55.00 Low $55.00 High
MetricValue
Current Price$48.09
Target Low$55.00
Target Mean$55.00
Target Median$55.00
Target High$55.00
# Analysts1
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next Q
2026-07-31
 $0.00 $0.00 $0.00 — — — $0.0B — —
Current FY
2026-04-30
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
2 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 21, 2026 Baird MAINTAIN Neutral Neutral
Feb 27, 2026 Zelman & Assoc UPGRADE Underperform Neutral
Feb 27, 2026 Baird MAINTAIN Neutral Neutral
Jan 12, 2026 Baird DOWNGRADE Outperform Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262430067%
May 1, 20262430067%
Apr 1, 20262430067%
Mar 1, 20262430067%
Feb 1, 20262430067%
Jan 1, 20263420078%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 21, 2026
earnings_calendar
AMWD Q4 2026 Earnings After Market Close — 2026-05-21
Mar 3, 2026
earnings_calendar
AMWD Q3 2026 Earnings After Market Close — 2026-03-03
Feb 5, 2026
short_interest
FTD: AMWD — 21,971 shares ($1.4M) failed to deliver
Settlement: 20260205, Price: $65.89, FTD Value: $1,447,669.19, AMERICAN WOODMARK CORP