CSW
CSW INDUSTRIALS, INC.
$267.29
+0.35%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
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
Reddit Sentiment67° Warm
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
+16.7% upside
Buy
Current $278.21
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 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 |
| Next FY | $13.19 ▲ +1.4% | $12.25 — $14.35 | 10% YoY | 6 |
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 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
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
+16.7% upside
Buy (2.43)
$285.00 Low
$378.00 High
| Metric | Value |
|---|---|
| Current Price | $278.21 |
| Target Low | $285.00 |
| Target Mean | $324.57 |
| Target Median | $315.00 |
| Target High | $378.00 |
| # Analysts | 7 |
| Recommendation | 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 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 |
| Next FY 2028-03-31 |
$13.19 | $12.25 | $14.35 | 9.6% | +1.4% | 3↑ 1↓ | $1.3B | 4.1% | 6 |
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 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 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 |
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.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
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