AWI Armstrong World Industries Inc

Voya Investment Management LLC reduced its stake in Armstrong World Industries, Inc. by 44.9% in the third quarter of 2025, selling 6,783 shares and retaining 8,312 shares valued at $1.629 million. Despite this, other institutions like Norges Bank, Adage Capital Partners, AQR Capital Management, UBS AM, and Balyasny Asset Management significantly increased their holdings, leading to approximately 98.93% institutional ownership. Armstrong World Industries reported strong quarterly earnings of $1.36 EPS on $325 million revenue, raised its quarterly dividend to $0.339, and maintains a "Moderate Buy" consensus analyst rating with a $207.50 price target.

Salvus Wealth Management LLC reduced its stake in Armstrong World Industries (NYSE:AWI) by 33.7% in the third quarter, selling 5,908 shares and holding 11,599 shares valued at $2.274 million. Despite this, Wall Street analysts generally maintain a "Moderate Buy" rating with an average target price of $207.50 for AWI. The company recently increased its quarterly dividend to $0.339 per share, signaling positive financial health.

Assenagon Asset Management S.A. significantly increased its stake in Armstrong World Industries (NYSE:AWI) by 24.1% in Q3, now owning 142,100 shares valued at approximately $27.85 million. This move comes as institutional investors hold nearly 99% of the company's stock, and analysts maintain a "Moderate Buy" rating with a consensus target price of $207.50. Armstrong World Industries also recently reported strong Q3 earnings with $1.36 EPS and $325 million in revenue, alongside increasing its quarterly dividend.

Oak Thistle LLC has initiated a new position in Armstrong World Industries, acquiring 8,479 shares valued at approximately $1.66 million during the third quarter. This move aligns with a trend of significant institutional investment in the company, which boasts a market capitalization of $7.95 billion and a positive analyst outlook with a "Moderate Buy" rating. Armstrong World Industries recently reported Q3 EPS of $1.36 on $325 million in revenue and increased its quarterly dividend to $0.339 per share.

Aaron Wealth Advisors LLC has acquired 5,588 shares of Armstrong World Industries (NYSE:AWI) in Q3, valued at approximately $1.095 million, contributing to institutional investors owning 98.93% of the stock. Analyst sentiment remains largely positive with a "Moderate Buy" consensus and a price target of $207.50, and the company recently increased its quarterly dividend to $0.339. Despite a dynamic landscape of institutional stake adjustments and analyst rating changes, AWI maintains a solid market cap of $7.96 billion and a P/E ratio of 26.40.

Armstrong World Industries amended its main bank financing on December 10, 2025, through a First Amendment to its 2022 credit agreement. The revised package includes a $500 million revolving credit facility and a $410,625,000 term loan, both maturing on December 10, 2030. This agreement provides AWI with a stable financial structure and expansion options, with interest rates tied to a base rate or Term SOFR plus leverage-based margins.