Armstrong World Industries
About: Armstrong World Industries Inc. designs, innovates, and manufactures ceiling and wall solutions in the Americas. The company manufactures and sources products made of numerous materials, including mineral fiber, fiberglass, metal, felt, wood, resin, wood fiber, and glass-reinforced-gypsum. It also manufactures ceiling suspension system (grid) products through a joint venture with Worthington Industries, Inc., called Worthington Armstrong Venture (WAVE). The company's reportable operating segments include Mineral Fiber, Architectural Specialties, and Unallocated Corporate. A majority of its revenue is generated from the Mineral Fiber segment, which produces suspended mineral fiber and fiberglass ceiling systems. Geographically, it derives maximum revenue from the United States.
Employees: 3,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
831% more call options, than puts
Call options by funds: $42.3M | Put options by funds: $4.55M
100% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]
83% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 30
16% more capital invested
Capital invested by funds: $6.09B [Q1] → $7.09B (+$1B) [Q2]
5% more funds holding
Funds holding: 395 [Q1] → 416 (+21) [Q2]
0.92% more ownership
Funds ownership: 99.41% [Q1] → 100.33% (+0.92%) [Q2]
6% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 160
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Truist Securities
Keith Hughes
|
$230
|
Buy
Maintained
|
12 Sep 2025 |
Loop Capital
Garik Shmois
|
$190
|
Hold
Maintained
|
30 Jul 2025 |
UBS
John Lovallo
|
$178
|
Neutral
Maintained
|
30 Jul 2025 |
Evercore ISI Group
Stephen Kim
|
$182
|
In-Line
Maintained
|
30 Jul 2025 |
JP Morgan
Tomohiko Sano
|
$200
|
Overweight
Initiated
|
24 Jun 2025 |
Financial journalist opinion
Based on 5 articles about AWI published over the past 30 days