Armstrong World Industries (AWI)

• Market cap: $5.86B
• 1 day: 0.27%
• 5 days: 2.70%
• 1 month: -5.35%
• 3 months: -9.85%
• 6 months: -5.06%
• Year to date: -4.35%
• 1 year: 16.87%
• 5 years: 60.53%
• 10 years: 138.38%
• Sector: Industrials
• Industry: Building Products & Equipment

About: Armstrong World Industries Inc is engaged in the design, innovation and manufacture of ceiling and wall solutions in the Americas. The products include mineral fiber, fiberglass wool, metal, wood, wood fiber, glass-reinforced-gypsum and felt. The company also manufactures ceiling suspension system (grid) products through a joint venture with Worthington Industries, Inc. called Worthington Armstrong Venture (WAVE).

Employees: 3,500

Fund manager confidence

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

2,645% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.5M

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

11% more capital invested

Capital invested by funds: $5.67B [Q3] → $6.3B (+$629M) [Q4]

6% more funds holding

Funds holding: 341 [Q3] → 363 (+22) [Q4]

3.15% more ownership

Funds ownership: 98.65% [Q3] → 101.8% (+3.15%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 124

Research analyst outlook

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

• Low target: $158 18% upside
• Avg. target: $169 26% upside
• High target: $180 34% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Goldman Sachs Susan Maklari 24% 1-year accuracy 6 / 25 met price target	34% upside $180	Buy Maintained	28 Feb 2025
Truist Securities Keith Hughes 15% 1-year accuracy 5 / 34 met price target	31% upside $175	Buy Maintained	27 Feb 2025
UBS John Lovallo 4% 1-year accuracy 1 / 28 met price target	18% upside $158	Neutral Maintained	26 Feb 2025
Loop Capital Garik Shmois 29% 1-year accuracy 6 / 21 met price target	22% upside $163	Hold Maintained	26 Feb 2025