Griffon (GFF)

• Market cap: $3.8B
• 1 day: -2.29%
• 5 days: 6.49%
• 1 month: 11.92%
• 3 months: 16.27%
• 6 months: 42.13%
• Year to date: 9.82%
• 1 year: 16.34%
• 5 years: 308.48%
• 10 years: 407.32%
• Sector: Consumer Discretionary
• Industry: Metal Doors, Sash, Frames, Moldings & Trim

About: Griffon Corp manufactures and markets residential, commercial and industrial garage doors to professional installing dealers and home center retail chains. It also provides non-powered landscaping products for homeowners and professionals. Its operating segments include Consumer and Professional Products: is a provider of branded consumer and professional tools; residential, industrial and commercial fans; home storage and organization products; and Home and Building Products conducts its operations through Clopay Corporation (Clopay). Clopay is the manufacturer and marketer of garage doors and rolling steel doors in North America. The company generates a majority of its revenue from the Home and Building Products segment. Operates in USA, Europe, Canada, Australia, and Others.

Employees: 5,300

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

796% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $182K

6% more capital invested

Capital invested by funds: $2.43B [Q2] → $2.58B (+$145M) [Q3]

7% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 104

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

2% less funds holding

Funds holding: 307 [Q2] → 301 (-6) [Q3]

2.09% less ownership

Funds ownership: 77.0% [Q2] → 74.91% (-2.09%) [Q3]

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

Research analyst outlook

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

• Low target: $95 20% upside
• Avg. target: $100 27% upside
• High target: $105 33% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Raymond James Sam Darkatsh 83% 1-year accuracy 5 / 6 met price target	20% upside $95	Strong Buy Reiterated	6 Feb 2025
Stephens & Co. Trey Grooms 79% 1-year accuracy 19 / 24 met price target	33% upside $105	Overweight Maintained	6 Feb 2025
Baird Timothy Wojs 44% 1-year accuracy 20 / 45 met price target	27% upside $100	Outperform Maintained	20 Nov 2024