GFF Griffon Corporation

This article reviews the Q3 performance of home construction materials stocks, focusing on Griffon (NYSE:GFF), Quanex (NYSE:NX), American Woodmark (NASDAQ:AMWD), Fortune Brands (NYSE:FBIN), and Simpson (NYSE:SSD). While the sector experienced a slow Q3 overall, Griffon notably exceeded revenue estimates and saw a significant stock increase despite weakened guidance. The article also touches upon broader economic conditions impacting the market, including recent interest rate cuts and a "soft landing" scenario.

3M Company is undertaking significant structural reorganization, including job cuts and the spin-off of its healthcare business, to reduce operational costs and improve margins. These actions have already contributed to a 220 basis point increase in its adjusted operating margin in the first nine months of 2025. The company forecasts strong financial guidance for 2025, anticipating increased adjusted earnings and further operating margin expansion.

This article outlines reasons to avoid investing in Griffon Corporation (GFF) stock, citing weaknesses in its Consumer and Professional Products (CPP) segment due to reduced demand and tariffs. It also highlights concerns over increased selling, general and administrative expenses, a high debt level, and foreign currency headwinds. The company currently holds a Zacks Rank #5 (Strong Sell).

Norges Bank has acquired a new stake in Griffon Corporation (NYSE:GFF), purchasing 27,853 shares valued at approximately $2.016 million, representing 0.06% of the company. Several other institutional investors also modified their holdings in Griffon, which recently increased its quarterly dividend to $0.22 per share. The stock holds a "Moderate Buy" consensus rating from analysts with an average price target of $95.60.

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna recently acquired a new position in Griffon Corporation (NYSE:GFF), purchasing 18,845 shares valued at approximately $1.36 million. Other institutional investors also significantly increased their holdings, bringing institutional ownership of GFF stock to 73.22%. Griffon recently missed EPS estimates but beat revenue, increased its quarterly dividend to $0.22, and holds a "Moderate Buy" consensus rating among analysts with a target price of $95.60.

Arrowstreet Capital Limited Partnership reduced its stake in Griffon Corporation by 15.2% to 214,484 shares, valued at $15.52 million. Despite this, institutional investors collectively own 73.22% of the company, with other funds increasing or initiating positions. Analysts maintain a consensus "Buy" rating on GFF with an average price target of $95.60, and the company recently raised its quarterly dividend to $0.22 per share.