Market Cap
$4.7B
CSW
CSW INDUSTRIALS, INC.
$302.86 ▲ +3.58%
Prev close $292.38Market cap$4.7B
ConsensusHold
12-mo target$351.86 (+16.2%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)17 New Institutional Positions8 Institutional Exits Materials & Mining
Snapshot
The big-picture read on CSW right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$3.5B
Inst. Activity
17 buys / 8 sells
Insider Activity
$0.00 buy / $5.1M sell
Insider Net $
-$5.1M
Social Sentiment
67° Warm
SEC Reports
14
Press Releases
2
Price chart 30d +0.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 SEC Aug 14, 2026 SEC
Joseph B. Armes, an affiliate of CSW Industrials, filed a Form 144 notice of intent to sell 1,500 shares of common stock
144 — Impact 2/10
Sep 15, 2026 Insider
Armes Joseph B sold 1,500 shares
Chairman, President & CEO @ $289.58 ($434.4K)
Aug 27, 2026 Insider
LIVINGSTONE LINDA A. was granted 409 shares
Director
Aug 27, 2026 Insider
Aug 18, 2026 SEC Griffin Bobby was granted 409 shares
Director
CSW's Chairman/CEO and an EVP collectively sold $768K in open-market sales over a 7-day window. The CEO's $518K sale at
CLUSTER — Impact 3/10
Director Joseph B. Armes filed Form 144 notice of intent to sell 1,500 shares of CSW Industrials common stock with an es
144 — Impact 2/10
Aug 14, 2026 short_interest_report
Jul 17, 2026 Press Short Interest: CSW down 21% to 1.0M shares
Settlement 2026-08-14 | Days to cover: 6.23 | ≈6.27% of shares outstanding (est.)
No summary provided
Impact 5/10
Analyst ratings buy % +10.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 3, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 31, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 2, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 27, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| May 27, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| May 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 20, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Aug 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Jul 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Jun 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 1 | 4 | 5 | 0 | 0 | 50% |
Price targets
Where 7 covering analysts think CSW trades over the next 12 months.
$351.86 +16.2% upside Buy
Current$302.86 Low$320.00 Median$341.00 High$400.00 7 analysts
$320.00$400.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 3 bullish, 1 bearish, 2 mixed, 8 neutral · avg impact 3.9/10.Plus 2 press releases.
NEUTRAL1442/10
Joseph B. Armes, an affiliate of CSW Industrials, filed a Form 144 notice of intent to sell 1,500 sh
Sep 15, 2026
NEUTRALCLUSTER3/10
CSW's Chairman/CEO and an EVP collectively sold $768K in open-market sales over a 7-day window. The
Aug 18, 2026
NEUTRAL1442/10
Director Joseph B. Armes filed Form 144 notice of intent to sell 1,500 shares of CSW Industrials com
Aug 14, 2026
NEUTRALCLUSTER4/10
Two CSW Industrials executives sold a combined $1.81M in open-market sales within a week of the comp
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 14, 2026
short_interest_report
Short Interest: CSW down 21% to 1.0M shares
Settlement 2026-08-14 | Days to cover: 6.23 | ≈6.27% of shares outstanding (est.)
Jul 31, 2026
ftd
FTD: CSW — 1,843 shares ($0.6M) failed to deliver
Settlement: 20260731, Price: $313.40, FTD Value: $577,596.2, CSW INDUSTRIALS INC
Jul 30, 2026
earnings
CSW Industrials Reports Impressive Fiscal 2027 First Quarter with All-Time Record Results; Contractor Solutions Segment Delivers Second Consecutive Quarter of Positive Organic Growth
DALLAS, July 30, 2026 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (NYSE: CSW or the "Company") today reported results for the fiscal 2027 first quarter
Jul 30, 2026
earnings_calendar
CSW Q1 2027 Earnings Scheduled — 2026-07-30
Jul 17, 2026
dividend
CSW Industrials Declares Quarterly Dividend of $0.30 Per Share
DALLAS, July 17, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of CSW Industrials, Inc. (NYSE: CSW) today declared a regular quarterly cash dividend
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.63 | $3.42–$3.78 | 22.7% | +4.9% | 5↑ 2↓ | $0.4B | 7 |
| Next Q | $1.84 | $1.72–$2.01 | 29.9% | +0.5% | 3↑ 4↓ | $0.3B | 7 |
| Current FY | $12.59 | $12.05–$13.10 | 21.3% | +4.6% | 6↑ 1↓ | $1.3B | 7 |
| Next FY | $13.66 | $12.90–$14.62 | 8.5% | +3.6% | 5↑ 1↓ | $1.3B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.631 | — |
| 7d ago | $3.463 | +0.168 |
| 30d ago | $3.463 | +0.168 |
| 60d ago | $3.463 | +0.168 |
| 90d ago | $3.506 | +0.125 |
Institutional ownership
Which big funds own CSW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (12,564,377 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, Capital. Net buying activity: 17 institutions added/increased vs 8 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,466,624 | $686.5M | 19.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 888,596 | $247.3M | 7.1% | — |
| Capital World Investors | 746,545 | $207.8M | 5.9% | TRIM -32.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 736,304 | $204.9M | 5.9% | — |
| WASATCH ADVISORS LP | 693,036 | $192.9M | 5.5% | ADD +31.1% |
| STATE STREET CORP | 674,775 | $187.6M | 5.4% | — |
| MORGAN STANLEY | 573,678 | $159.7M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 411,565 | $114.6M | 3.3% | — |
| Neuberger Berman Group LLC | 369,466 | $102.8M | 2.9% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 348,300 | $96.9M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | TRIM | 437,462 | 266,240 | -39.1% | $74.1M |
| CI INVESTMENTS INC. | DOUBLED | 45,212 | 200,343 | +343.1% | $55.8M |
| Select Equity Group, L.P. | ADD | 113,451 | 171,599 | +51.3% | $47.8M |
| NORGES BANK | NEW | — | 159,832 | — | $44.5M |
| MetLife Investment Management, LLC | DOUBLED | 8,694 | 83,664 | +862.3% | $23.3M |
| UBS Group AG | TRIM | 113,380 | 57,366 | -49.4% | $16.0M |
| Tidal Investments LLC | ADD | 42,964 | 56,251 | +30.9% | $15.7M |
| JANE STREET GROUP, LLC | NEW | — | 49,775 | — | $13.9M |
| Mawer Investment Management Ltd. | ADD | 18,917 | 30,757 | +62.6% | $8.6M |
| HighTower Advisors, LLC | DOUBLED | 1,356 | 20,767 | +1431.5% | $5.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$5.1M — $0.00 bought, $5.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $289.58 | $434.4K |
| Aug 27, 2026 | LIVINGSTONE LINDA A. | Director | AWARD | 409 | — | — |
| Aug 27, 2026 | Griffin Bobby | Director | AWARD | 409 | — | — |
| Aug 27, 2026 | Motsenbocker Anne | Director | AWARD | 409 | — | — |
| Aug 27, 2026 | JOHNSTON TERRY L | Director | AWARD | 409 | — | — |
| Aug 27, 2026 | Ash Darron K | Director | AWARD | 409 | — | — |
| Aug 27, 2026 | GAMBRELL MICHAEL R | Director | AWARD | 409 | — | — |
| Aug 14, 2026 | Armes Joseph B | Chairman, President & CEO | SELL | 1,500 | $345.16 | $517.7K |
| Aug 10, 2026 | UNDERWOOD JEFF | EVP, GM Contractor Solutions | SELL | 720 | $346.96 | $249.8K |
| Aug 5, 2026 | Sullivan Don | EVP, Chief Strategy Officer | SELL | 4,526 | $343.75 | $1.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CSW.
Shares short
1,087,027
Settlement Sep 15, 2026
Change vs prior
+12.3%
Semi-monthly cycle
Days to cover
8.6
At avg daily volume
Of shares outstanding
≈6.7%
Estimate — not % of float
All CSW filing & press-release reports (16)
- 144 reportSep 15, 2026
- CLUSTER reportAug 18, 2026
- 144 reportAug 14, 2026
- CLUSTER reportAug 11, 2026
- PRESS-RELEASE reportJul 30, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 17, 2026
- 144 reportJul 15, 2026
- 144 reportJun 15, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 5, 2026
- 144 reportMay 27, 2026
- PRESS-RELEASE reportMay 26, 2026
- 144 reportApr 15, 2026
- PRESS-RELEASE reportApr 2, 2026