American Woodmark (AMWD)

• Market cap: $1.28B
• 1 day: 0.31%
• 5 days: 10.31%
• 1 month: -3.69%
• 3 months: -18.74%
• 6 months: -11.29%
• Year to date: 2.86%
• 1 year: -10.60%
• 5 years: -28.28%
• 10 years: 106.13%
• 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 Q3 regulatory filings by fund managers ($100M+ AUM)

294% more call options, than puts

Call options by funds: $6.45M | Put options by funds: $1.64M

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $1.19B [Q2] → $1.34B (+$147M) [Q3]

4% more funds holding

Funds holding: 231 [Q2] → 240 (+9) [Q3]

5.39% less ownership

Funds ownership: 95.95% [Q2] → 90.56% (-5.39%) [Q3]

38% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 103

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]

Research analyst outlook

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

• Low target: $114 41% upside
• Avg. target: $116 43% upside
• High target: $118 46% upside

2 analyst ratings

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

Loop Capital Garik Shmois 60% 1-year accuracy 12 / 20 met price target	41% upside $114	Buy Maintained	27 Nov 2024
Baird Timothy Wojs 49% 1-year accuracy 22 / 45 met price target	46% upside $118	Outperform Maintained	27 Nov 2024