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8-K/A ·Filed Mar 5, 2026

AZZ

AZZ INC
NEUTRAL
Impact 3/10
Horizonweeks Processed7mo ago SEC0000008947-26-000046
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for any unexpected changes in leadership stability or additional executive transitions. The compensation package suggests a long-term commitment to the Metal Coatings segment.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
AZZ ▲ +8.39% at T+60d
NEUTRAL call +8.39% · α vs SPY -4.39% · entry $123.85 → $134.24
Entry = T+0 close
Mar 5, 2026
via day close
T+1d
+1.20%
call +1.20% · α +0.36%
$125.33
settled 8mo ago
T+5d
-0.19%
call -0.19% · α +1.34%
$123.62
settled 8mo ago
T+20d
+2.78%
call +2.78% · α +4.83%
$127.29
settled 7mo ago
T+60d
+8.39%
call +8.39% · α -4.39%
$134.24
settled 5mo ago

Price Chart

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Executive Summary

AZZ Inc. filed an 8-K/A to disclose the compensation details for Todd Bella, who was appointed President of Metal Coatings effective March 1, 2026. The filing includes base salary, target bonus, and equity award information. Bryan Stovall will retire on June 8, 2026, after transitioning responsibilities.

Key Facts

  • Todd Bella appointed President Metal Coatings effective March 1, 2026
  • Bella's FY2027 base salary set at $350,000
  • Annual cash incentive target of $210,000 (60% of base salary)
  • LTI equity award target of $245,000 (70% of base salary), split 50% PSUs and 50% RSUs
  • Bella participates in executive severance and retiree LTI plans
  • Bryan Stovall retiring June 8, 2026, after transition period

Financial Impact

Approximately $805,000 total direct compensation for Todd Bella in FY2027 ($350,000 base + $210,000 target bonus + $245,000 target equity)

compensation expenseshare dilution

Risk Factors

  • Potential disruption during leadership transition from Stovall to Bella
  • Increased share dilution from equity awards if performance targets are met

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K/A Filing (Primary)0000008947-26-000046
Document: 0000008947-26-000046-index-headers.html0000008947-26-000046
Document: 0000008947-26-000046-index.html0000008947-26-000046
Document: 0000008947-26-000046.txt0000008947-26-000046
15 reports for AZZ
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 5 of 5 best @ T+5▲ +7.27%Jul 8, 2026
Filters
Rows
Reports for AZZ — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 3/10
$133.39awaiting T+60—$137.29 (+2.92%)
Oct 15, 2026
12d ago
10-Q/A
NEUTRAL ★ 2/10
$129.56awaiting T+60—$137.29 (+5.97%)
Oct 13, 2026
14d ago
8-K
BULLISH ★ 7/10
$137.66awaiting T+60—$137.29 (−0.27%)
Oct 13, 2026
14d ago
Press Release
BULLISH ★ 7/10
$137.66awaiting T+60—$137.29 (−0.27%)
Oct 8, 2026
19d ago
8-K
NEUTRAL ★ 2/10
$136.85awaiting T+60—$137.29 (+0.32%)
Aug 21, 2026
9w ago
Institutional Cluster
MIXED ★ 4/10
$141.28awaiting T+60—$137.29 (−2.82%)
Aug 14, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$153.24awaiting T+60—$137.29 (−10.41%)
Aug 3, 2026
12w ago
8-K
NEUTRAL ★ 2/10
$149.18 $135.99▼ −8.84%▼ −10.62%$137.29 (−7.97%)
Jul 8, 2026
15w ago
Press Release
BULLISH ★ 7/10
$140.90 $139.39▼ −1.07%▼ −2.71%$137.29 (−2.56%)
May 28, 2026
21w ago
8-K
NEUTRAL ★ 4/10
$140.15 $141.28▲ +0.81%▼ −0.93%$137.29 (−2.04%)
Showing 10 of 15

US Market Status

Market Closed — Opens Thu (11h 39m)

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Report published Mar 5, 2026