JPMorgan Chase & Co. Forecasts Strong Price Appreciation for CSW Industrials (NYSE:CSW) Stock

CSW Industrials (NYSE:CSW) had its price target hoisted by investment analysts at JPMorgan Chase & Co. from $350.00 to $380.00 in a report released on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 16.44% from the company’s current price.

A number of other brokerages have also weighed in on CSW. Citigroup decreased their price target on shares of CSW Industrials from $307.00 to $304.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 27th. Wells Fargo & Company raised their price target on shares of CSW Industrials from $285.00 to $320.00 and gave the stock an “equal weight” rating in a research note on Friday. Weiss Ratings cut shares of CSW Industrials from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, July 14th. Zacks Research lowered shares of CSW Industrials from a “strong-buy” rating to a “hold” rating in a research note on Monday. Finally, Truist Financial upped their price target on CSW Industrials from $300.00 to $313.00 and gave the company a “hold” rating in a research report on Thursday, July 2nd. Two analysts have rated the stock with a Strong Buy rating, one has issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $339.71.

CSW Industrials Price Performance

NYSE:CSW traded up $12.95 during trading hours on Friday, reaching $326.35. 61,970 shares of the company were exchanged, compared to its average volume of 149,361. The company has a current ratio of 2.60, a quick ratio of 1.23 and a debt-to-equity ratio of 0.80. The stock’s 50-day moving average is $279.34 and its 200-day moving average is $283.23. The firm has a market cap of $5.32 billion, a PE ratio of 48.80 and a beta of 0.84. CSW Industrials has a twelve month low of $230.45 and a twelve month high of $337.02.

CSW Industrials (NYSE:CSW) last announced its earnings results on Thursday, July 30th. The basic materials company reported $3.84 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.66 by $0.18. The business had revenue of $350.65 million for the quarter. CSW Industrials had a net margin of 10.35% and a return on equity of 15.91%. The company’s revenue for the quarter was up 33.0% compared to the same quarter last year. On average, sell-side analysts anticipate that CSW Industrials will post 12.52 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Joseph B. Armes sold 1,500 shares of CSW Industrials stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $279.52, for a total transaction of $419,280.00. Following the sale, the chief executive officer owned 69,100 shares of the company’s stock, valued at approximately $19,314,832. The trade was a 2.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On CSW Industrials

Several large investors have recently modified their holdings of CSW. Vanguard Group Inc. purchased a new stake in CSW Industrials in the 4th quarter valued at about $515,553,000. Capital World Investors purchased a new stake in shares of CSW Industrials in the 4th quarter valued at approximately $308,934,000. Wasatch Advisors LP lifted its holdings in shares of CSW Industrials by 31.1% in the 1st quarter. Wasatch Advisors LP now owns 873,659 shares of the basic materials company’s stock worth $227,658,000 after acquiring an additional 207,186 shares during the last quarter. Northwestern Mutual Wealth Management Co. purchased a new position in shares of CSW Industrials during the 4th quarter worth approximately $237,891,000. Finally, Morgan Stanley acquired a new stake in CSW Industrials in the 4th quarter valued at approximately $196,549,000. Institutional investors and hedge funds own 82.79% of the company’s stock.

More CSW Industrials News

Here are the key news stories impacting CSW Industrials this week:

• Positive Sentiment: Quarterly earnings exceeded expectations. CSW reported adjusted earnings of $3.84 per share, above the $3.66 analyst consensus and up from $2.85 a year earlier. Revenue reached $350.65 million, a 33% year-over-year increase. CSW Industrials Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Record results and improving organic growth boosted investor sentiment. Management described the quarter as an all-time record and said Contractor Solutions delivered its second consecutive quarter of positive organic revenue growth, suggesting stronger underlying demand. CSW Industrials Reports Fiscal 2027 First-Quarter Results
• Positive Sentiment: Analyst sentiment remains constructive. Brokerages maintain a consensus “Moderate Buy” recommendation, which may reinforce confidence following the earnings beat. CSW Industrials Receives Moderate Buy Consensus
• Neutral Sentiment: Wells Fargo raised its price target to $320 from $285 but kept an “equal weight” rating. The revised target is close to the recent trading level, indicating limited additional upside in the analyst’s base case despite the improved outlook. Wells Fargo Raises CSW Industrials Price Target
• Negative Sentiment: Interest expense remains a headwind. CSW expects approximately $48 million in fiscal 2027 interest expense while targeting organic revenue growth, a cost burden that could limit earnings expansion. The stock’s elevated valuation also leaves less room for disappointment. CSW Outlines Fiscal 2027 Interest Expense and Growth Target

CSW Industrials Company Profile

CSW Industrials, Inc is a diversified industrial manufacturer that develops and supplies specialty chemical products, performance materials and precision surface solutions. The company’s offerings span a range of end markets including energy, industrial processing, converting and automotive, where its products serve critical functions in production efficiency, equipment maintenance and process enhancement.

In its chemical business, CSW Industrials produces solvent- and water-based formulations such as surfactants, corrosion inhibitors and custom blends used in oilfield exploration and production, metalworking, water treatment and other industrial applications.