American Woodmark (AMWD)

• Market cap: $1.12B
• 1 day: -3.47%
• 5 days: -8.84%
• 1 month: -14.33%
• 3 months: -25.40%
• 6 months: -26.73%
• Year to date: -10.26%
• 1 year: -22.85%
• 5 years: -38.38%
• 10 years: 58.12%
• Sector: Materials
• Industry: Millwork, Veneer, Plywood, & Structural Wood

About: American Woodmark Corp manufactures and distributes kitchen cabinets and vanities for the remodeling and new home construction markets. The company offers framed stock cabinets in over 400 different cabinet lines and prices from relatively inexpensive to medium-priced styles. Its products are sold on a national basis across the United States to the remodeling and new home construction markets. The products are sold under the brand names American Woodmark, Simply Woodmark, Timberlake, Shenandoah Cabinetry, Shenandoah Value Series, and Waypoint Living Spaces.

Employees: 8,800

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

90% more call options, than puts

Call options by funds: $3.88M | Put options by funds: $2.05M

3.8% more ownership

Funds ownership: 90.56% [Q3] → 94.36% (+3.8%) [Q4]

11% less funds holding

Funds holding: 241 [Q3] → 214 (-27) [Q4]

16% less capital invested

Capital invested by funds: $1.34B [Q3] → $1.13B (-$212M) [Q4]

26% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 90

54% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 48

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $114 61% upside
• Avg. target: $116 64% upside
• High target: $118 67% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Loop Capital Garik Shmois 45% 1-year accuracy 10 / 22 met price target	61% upside $114	Buy Maintained	27 Nov 2024
Baird Timothy Wojs 39% 1-year accuracy 18 / 46 met price target	67% upside $118	Outperform Maintained	27 Nov 2024