CSW
CSW INDUSTRIALS, INC.
$266.37
-1.24%
$4.3B
No data for this timeframe.
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders8 funds
Inst. Value$982.2M
Inst. Activity3 buys / 1 sells
Insider Activity1B / 7S
Insider Net $-$2.0M
SEC Reports4
Press Releases1
Recent Activity
Jun 5, 2026
SEC
CSW Industrials reported fiscal Q4 2026 revenue of $309.0M (+34.0% YoY), a record, driven by acquisitions and a return t
8-K — Impact 6/10
May 29, 2026
Insider
Ash Darron K sold 660.721 shares
Director @ $0.00 ($0.00)
May 27, 2026
SEC
Joseph B. Armes, a director of CSW Industrials, filed a Form 144 to sell 1,500 shares with an estimated aggregate market
144 — Impact 2/10
May 27, 2026
Insider
Armes Joseph B sold 1,500 shares
Chairman, President & CEO @ $283.94 ($425.9K)
May 26, 2026
SEC
CSW Industrials reported fiscal Q4 2026 GAAP EPS of $1.22, a 41.1% decline YoY and a 47.9% miss vs the $2.34 consensus,
PRESS-RELEASE — Impact 6/10
May 6, 2026
Insider
Armes Joseph B sold 9,836 shares
Chairman, President & CEO @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
294,434 shares ($86.4M)
Inst.
FMR LLC — DOUBLED
213,697 shares ($62.7M)
Price Targets
$324.57
+21.8% upside
Strong Buy
Current $266.37
Low $285.00
Median $315.00
High $378.00
7 analysts
$285.00
$378.00
Analyst Ratings
2Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 27, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| May 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
| Feb 18, 2026 | Baird | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.46 ▲ +0.8% | $3.35 — $3.79 | 42% YoY | 7 |
| Next FY | $13.19 ▲ +1.4% | $12.25 — $14.35 | 10% YoY | 6 |
| Next Q | $3.46 ▼ -1.2% | $3.22 — $3.84 | 17% YoY | 7 |
| Current FY | $12.03 ▲ +2.7% | $11.20 — $13.13 | 16% YoY | 7 |
Latest Reports
MIXED
8-K
6/10
CSW Industrials reported fiscal Q4 2026 revenue of $309.0M (+34.0% YoY), a record, driven by acquisitions and a return t
Jun 5, 2026
NEUTRAL
144
2/10
Joseph B. Armes, a director of CSW Industrials, filed a Form 144 to sell 1,500 shares with an estimated aggregate market
May 27, 2026
NEUTRAL
Press
3/10
CSW Industrials announced a 11% increase in its quarterly dividend to $0.30 per share, marking the seventh consecutive d
Apr 2, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $515.6M | — |
| MORGAN STANLEY | $196.5M | ADD |
| NORGES BANK | $86.4M | NEW |
| FMR LLC | $62.7M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $51.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Ash Darron | J | $0.00 |
| May 27, 2026 | Armes Joseph | SELL | $425.9K |
| May 6, 2026 | Armes Joseph | A | $0.00 |
| May 6, 2026 | UNDERWOOD JEFF | A | $0.00 |
| May 6, 2026 | Garde Danielle | A | $0.00 |
8 institutional holders with $982.2M total value (3,346,263 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1,756,390 | $515.6M | 52.5% | — |
| 2 | MORGAN STANLEY | 669,601 | $196.5M | 20.0% | ADD +39.5% |
| 3 | NORGES BANK | 294,434 | $86.4M | 8.8% | NEW |
| 4 | FMR LLC | 213,697 | $62.7M | 6.4% | DOUBLED +10836.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 174,829 | $51.3M | 5.2% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 141,496 | $41.5M | 4.2% | — |
| 7 | WELLS FARGO & COMPANY/MN | 80,643 | $23.7M | 2.4% | ADD +37.8% |
| 8 | Mawer Investment Management Ltd. | 15,173 | $4.5M | 0.5% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 294,434 | — | $86.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,954 | 213,697 | +10836.4% | $62.7M | 2025-Q4 |
| Mawer Investment Management Ltd. | NEW | — | 15,173 | — | $4.5M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 53,800 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 401,480 | 559,951 | +39.5% | $135.9M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 51,123 | 70,455 | +37.8% | $17.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 3,200 | 53,800 | +1581.3% | $13.1M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 10,799 | 1,954 | -81.9% | $474.3K | 2025-Q3 |
| NORGES BANK | EXIT | 196,641 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 1,800 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 196,641 | — | $56.4M | 2025-Q2 |
| UBS Group AG | TRIM | 46,360 | 31,558 | -31.9% | $9.1M | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 54,474 | 10,799 | -80.2% | $3.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 44,800 | 3,200 | -92.9% | $917.9K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 11,002 | 1,800 | -83.6% | $516.3K | 2025-Q2 |
| FMR LLC | TRIM | 175,348 | 54,474 | -68.9% | $15.9M | 2025-Q1 |
| UBS Group AG | TRIM | 114,529 | 46,360 | -59.5% | $13.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 27,700 | 44,800 | +61.7% | $13.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 4,500 | 36,022 | +700.5% | $10.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 5,500 | 11,002 | +100.0% | $3.2M | 2025-Q1 |
| NORGES BANK | EXIT | 167,943 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 12,984 | 114,529 | +782.1% | $40.4M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 3,183 | 4,500 | +41.4% | $1.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 168,369 | — | $61.7M | 2024-Q3 |
8 unique insiders with 8 transactions. Net insider value: -$2.0M ($77.0K bought, $2.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Ash Darron K | Director | J | 660.721 | $0.00 | $0.00 |
| May 27, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $283.94 | $425.9K |
| May 6, 2026 | Armes Joseph B | Chairman, President & CEO | A | 9,836 | $0.00 | $0.00 |
| May 6, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | A | 1,808 | $0.00 | $0.00 |
| May 6, 2026 | Garde Danielle | SVP, Chief People Officer | A | 1,049 | $0.00 | $0.00 |
| May 6, 2026 | Alverson Luke | SVP, GC & Secretary | A | 1,049 | $0.00 | $0.00 |
| May 6, 2026 | Perry James E | EVP, CFO | A | 1,808 | $0.00 | $0.00 |
| May 1, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 1,007 | $289.57 | $291.6K |
| Apr 26, 2026 | Armes Joseph B | Chairman, President & CEO | F | 12,394 | $296.18 | $3.7M |
| Apr 15, 2026 | Sullivan Don | EVP, Chief Strategy Officer | SELL | 166 | $300.26 | $49.8K |
| Apr 15, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $286.77 | $430.2K |
| Apr 9, 2026 | WANG FANG | VP, Chief Accounting Officer | A | 211 | $0.00 | $0.00 |
| Apr 7, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 1,007 | $266.11 | $268.0K |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | M | 5,870 | $0.00 | $0.00 |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | F | 2,333 | $260.34 | $607.4K |
| Apr 2, 2026 | Sullivan Don | EVP, Chief Strategy Officer | M | 3,037 | $0.00 | $0.00 |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | M | 616 | $0.00 | $0.00 |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | F | 174 | $260.34 | $45.3K |
| Apr 2, 2026 | WANG FANG | VP, Chief Accounting Officer | M | 311 | $0.00 | $0.00 |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | M | 2,127 | $0.00 | $0.00 |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | F | 851 | $260.34 | $221.5K |
| Apr 2, 2026 | UNDERWOOD JEFF | SVP, GM Contractor Solutions | M | 1,097 | $0.00 | $0.00 |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | M | 23,968 | $0.00 | $0.00 |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | M | 12,422 | $0.00 | $0.00 |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | M | 3,172 | $0.00 | $0.00 |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | F | 1,264 | $260.34 | $329.1K |
| Apr 2, 2026 | Perry James E | EVP, CFO | F | 2,321 | $260.34 | $604.2K |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | F | 1,333 | $260.34 | $347.0K |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | M | 1,731 | $0.00 | $0.00 |
| Apr 2, 2026 | Garde Danielle | SVP, Chief People Officer | M | 1,639 | $0.00 | $0.00 |
| Apr 2, 2026 | Perry James E | EVP, CFO | M | 5,870 | $0.00 | $0.00 |
| Apr 2, 2026 | Perry James E | EVP, CFO | M | 3,037 | $0.00 | $0.00 |
| Apr 2, 2026 | Alverson Luke | SVP, GC & Secretary | M | 3,347 | $0.00 | $0.00 |
| Apr 2, 2026 | Armes Joseph B | Chairman, President & CEO | F | 16,284 | $260.34 | $4.2M |
| Mar 23, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $270.11 | $405.2K |
| Mar 13, 2026 | Ash Darron K | Director | BUY | 300 | $256.62 | $77.0K |
| Feb 11, 2026 | Alverson Luke | SVP, GC & Secretary | SELL | 500 | $316.02 | $158.0K |
| Feb 11, 2026 | Alverson Luke | SVP, GC & Secretary | G | 160 | $0.00 | $0.00 |
| Feb 11, 2026 | Perry James E | EVP, CFO | G | 1,000 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 2 neutral. Avg impact: 4.0/10.
MIXED
8-K
6/10
CSW Industrials reported fiscal Q4 2026 revenue of $309.0M (+34.0% YoY), a record, driven by acquisi
Jun 5, 2026
NEUTRAL
144
2/10
Joseph B. Armes, a director of CSW Industrials, filed a Form 144 to sell 1,500 shares with an estima
May 27, 2026
BEARISH
PRESS-RELEASE
6/10
CSW Industrials reported fiscal Q4 2026 GAAP EPS of $1.22, a 41.1% decline YoY and a 47.9% miss vs t
May 26, 2026
NEUTRAL
144
2/10
Joseph B. Armes, an affiliate of CSW Industrials, Inc., filed a Form 144 to notify intent to sell 1,
Apr 15, 2026
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 2 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$324.57 mean target
+21.8% upside
Strong Buy (2.43)
$285.00 Low
$378.00 High
| Metric | Value |
|---|---|
| Current Price | $266.37 |
| Target Low | $285.00 |
| Target Mean | $324.57 |
| Target Median | $315.00 |
| Target High | $378.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (2.43) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.46 | $3.35 | $3.79 | 42.5% | +0.8% | 0↑ 3↓ | $0.3B | 30.0% | 7 |
| Next FY 2028-03-31 |
$13.19 | $12.25 | $14.35 | 9.6% | +1.4% | 3↑ 1↓ | $1.3B | 4.1% | 6 |
| Next Q 2026-09-30 |
$3.46 | $3.22 | $3.84 | 17.0% | -1.2% | 1↑ 1↓ | $0.3B | 24.7% | 7 |
| Current FY 2027-03-31 |
$12.03 | $11.20 | $13.13 | 15.9% | +2.7% | 5↑ 1↓ | $1.3B | 17.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.463 | |
| 7d ago | $3.435 | +0.027 |
| 30d ago | $3.435 | +0.027 |
| 60d ago | $3.471 | -0.008 |
| 90d ago | $3.488 | -0.026 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 27, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 18, 2026 | Baird | INITIATE | — | Outperform |
| Feb 2, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 2, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Jan 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 12, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 17, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Dec 15, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 8, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 3, 2025 | JP Morgan | UPGRADE | Neutral | Overweight |
| Nov 3, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Oct 31, 2025 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Oct 9, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Oct 8, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Oct 3, 2025 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Aug 5, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Aug 1, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 24, 2025 | JP Morgan | INITIATE | — | Neutral |
| May 23, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 23, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 14, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 14, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 31, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 14, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Jan 13, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
| Dec 17, 2024 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% | |
| Jan 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 26, 2026
earnings
CSW Industrials Reports Robust Fiscal 2026 Fourth Quarter with Record Quarterly and Full Year Results; Contractor Solutions Segment Returns to Positive Organic Growth in Fourth Quarter
<p align="justify">DALLAS, May 26, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW or the "Company") today reported results for the fiscal
May 26, 2026
earnings_calendar
CSW Q4 2026 Earnings Before Market Open — 2026-05-26
May 12, 2026
routine
CSW Industrials Announces Promotion of Jeff Underwood to Executive Vice President to Support Continued Growth Strategy
<p align="justify">DALLAS, May 12, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW) today announced the promotion of Jeff Underwood to Exe
Apr 2, 2026
dividend
CSW Industrials Increases Quarterly Dividend by 11% to $0.30 Per Share and Repurchases $35M in Shares During the Fiscal Fourth Quarter of 2026
<p align="justify">DALLAS, April 02, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW) announced today that its Board of Directors has decl
Mar 12, 2026
other
CSW Industrials Deploys $25.8 Million of Investment Capital in Contractor Solutions Segment
<p align="justify"><strong>Investment Highlights</strong></p>
Feb 17, 2026
short_interest
FTD: CSW — 3,674 shares ($1.1M) failed to deliver
Settlement: 20260217, Price: $309.48, FTD Value: $1,137,029.52, CSW INDUSTRIALS INC
Feb 12, 2026
short_interest
FTD: CSW — 2,360 shares ($0.8M) failed to deliver
Settlement: 20260212, Price: $322.01, FTD Value: $759,943.6, CSW INDUSTRIALS INC