Fortune Brands Innovations (NYSE:FBIN) Shares Gap Down on Disappointing Earnings

Fortune Brands Innovations, Inc. (NYSE:FBIN)’s share price gapped down prior to trading on Friday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $62.30, but opened at $50.51. Fortune Brands Innovations shares last traded at $52.1460, with a volume of 4,015,631 shares trading hands.

The company reported $0.86 earnings per share for the quarter, missing analysts’ consensus estimates of $1.00 by ($0.14). The company had revenue of $1.08 billion for the quarter, compared to analysts’ expectations of $1.14 billion. Fortune Brands Innovations had a return on equity of 19.28% and a net margin of 7.30%.The firm’s revenue was down 2.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.98 EPS. Fortune Brands Innovations has set its FY 2026 guidance at 3.350-3.650 EPS.

Fortune Brands Innovations Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Friday, February 20th will be given a $0.26 dividend. The ex-dividend date of this dividend is Friday, February 20th. This represents a $1.04 dividend on an annualized basis and a yield of 2.0%. This is an increase from Fortune Brands Innovations’s previous quarterly dividend of $0.25. Fortune Brands Innovations’s dividend payout ratio is 37.31%.

Fortune Brands Innovations News Roundup

Here are the key news stories impacting Fortune Brands Innovations this week:

• Positive Sentiment: Board named Amit Banati as new CEO, effective May 13, 2026; leadership change could be viewed positively if investors expect fresh strategic direction and execution. Read More.
• Neutral Sentiment: Company posted its Q4 and full‑year 2025 press release, slide deck and conference‑call materials (useful for investors digging into segment details and management commentary). Read More.
• Neutral Sentiment: Some market screens flagged FBIN for improved relative strength — a technical note that may attract momentum traders but is unlikely to offset fundamental concerns. Read More.
• Negative Sentiment: Q4 results missed consensus: EPS $0.86 vs. $1.00 expected and revenue $1.08B vs. $1.14B expected; revenue fell ~2.4% year‑over‑year and margins were pressured — the core catalyst for the share decline. Read More. Read More.
• Negative Sentiment: FY‑2026 guidance was lowered to $3.35–$3.65 EPS (street consensus ~4.06) and revenue guidance roughly $4.5–$4.6B (vs. ~$4.6B consensus) — the guidance shortfall is a major near‑term negative for valuation and analyst expectations. Read More.

Analyst Ratings Changes

FBIN has been the topic of a number of recent research reports. Barclays lowered shares of Fortune Brands Innovations from an “overweight” rating to an “equal weight” rating and set a $55.00 target price on the stock. in a research note on Friday. Vertical Research started coverage on shares of Fortune Brands Innovations in a research report on Tuesday, October 21st. They issued a “hold” rating and a $52.00 price objective on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $62.00 price objective on shares of Fortune Brands Innovations in a research report on Friday, January 9th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Fortune Brands Innovations in a research note on Monday, December 29th. Finally, Zelman & Associates cut Fortune Brands Innovations to a “neutral” rating in a research note on Friday. Three analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, Fortune Brands Innovations has a consensus rating of “Hold” and an average target price of $60.89.

Hedge Funds Weigh In On Fortune Brands Innovations

Hedge funds have recently made changes to their positions in the company. Hilltop National Bank purchased a new stake in Fortune Brands Innovations in the third quarter valued at approximately $26,000. Elevation Point Wealth Partners LLC purchased a new position in shares of Fortune Brands Innovations during the second quarter worth approximately $26,000. Danske Bank A S acquired a new position in shares of Fortune Brands Innovations in the 4th quarter valued at $25,000. EverSource Wealth Advisors LLC raised its position in Fortune Brands Innovations by 158.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 527 shares of the company’s stock valued at $27,000 after purchasing an additional 323 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC boosted its stake in Fortune Brands Innovations by 1,275.0% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 550 shares of the company’s stock worth $28,000 after purchasing an additional 510 shares during the period. Hedge funds and other institutional investors own 87.60% of the company’s stock.

Fortune Brands Innovations Price Performance

The company has a debt-to-equity ratio of 1.12, a quick ratio of 0.94 and a current ratio of 1.95. The company has a market capitalization of $6.20 billion, a PE ratio of 19.27, a P/E/G ratio of 5.33 and a beta of 1.41. The company’s 50-day simple moving average is $55.25 and its 200-day simple moving average is $54.21.

Fortune Brands Innovations Company Profile

Fortune Brands Innovations (NYSE: FBIN), formerly known as Fortune Brands Home & Security, is a global leader in water innovations, specializing in the design, manufacturing and marketing of plumbing fixtures, fittings and related products. Headquartered in Deerfield, Illinois, the company leverages two iconic brands—Moen and House of Rohl—to deliver high-quality kitchen and bathroom solutions across residential and commercial markets. With a focus on performance, reliability and aesthetic design, FBIN’s portfolio spans faucets, showerheads, accessories and water filtration systems.

The company’s products are sold through a diversified network of retail partners, wholesale distributors and online channels across North America, Europe, Asia-Pacific and Latin America.