Gw&K Investment Management 13F: Adds $4.1M to CSW Stake

Gw&K Investment Management increased its position in CSW Industrials, Inc. (NYSE: CSW) by 8.8%, according to its latest filing with the SEC. The firm added 13,982 shares, bringing its total to 173,179 shares valued at approximately $48.86 million as of the end of the reporting period.

What Changed in Gw&K Investment Management's CSW Industrials Position

Gw&K Investment Management's recent move saw its CSW Industrials holdings grow from 159,197 shares to 173,179 shares. This represents an increase of 13,982 shares, or 8.8%, reflecting a significant boost in confidence in the company.

Other Institutional Activity in CSW Industrials

Other institutional investors also adjusted their positions in CSW Industrials. BlackRock, Inc. reduced its holdings by 17,454 shares, ending with 2,390,437 shares worth about $622.9 million. Vanguard Portfolio Management LLC initiated a new position with 897,656 shares valued at $233.91 million. Wasatch Advisors LP increased its stake by 207,186 shares, now holding 873,659 shares valued at $227.66 million. Meanwhile, Capital World Investors cut its holdings by 336,431 shares, leaving it with 716,049 shares worth $186.59 million.

CSW Industrials, Inc. Stock Up 0.7%

Shares of CSW Industrials (NYSE: CSW) are trading at $282.15. The company has a market cap of approximately $4.45 billion and a P/E ratio of 40.76. Its stock has ranged from a low of $230.45 to a high of $337.02 over the past 52 weeks. The 50-day moving average is $278.10, and the 200-day moving average is $275.42.

Recent Earnings

CSW Industrials reported revenue of $1.08 billion, with a revenue growth rate of 34%. The company's earnings per share (EPS) was $6.69. It achieved a net margin of 10.35% and a return on equity (ROE) of 10.44%. The next earnings report is expected on July 30, 2026.

Dividend

CSW Industrials offers an annual dividend rate of $1.11, yielding 0.41% with a payout ratio of 16.12%.

Insider Buying and Selling at CSW Industrials, Inc.

Recent insider transactions at CSW Industrials include CEO Joseph Armes selling 1,500 shares at an average price of $283.94 on May 27, 2026, under a planned sale. EVP and CFO James Perry, SVP and GC Luke Alverson, and SVP Jeff Underwood each purchased 1,808 shares on May 6, 2026, in unplanned transactions.

Analysts Set New Price Targets

On May 27, 2026, Citigroup maintained a 'hold' rating on CSW Industrials with a price target of $304. Truist Securities and Wells Fargo also maintained 'hold' ratings with targets of $300 and $285, respectively. The consensus among analysts is a 'buy' recommendation, with an average target price of $324.57.

About CSW Industrials

CSW Industrials, Inc., based in Dallas, Texas, provides a wide range of industrial products across the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company operates in the specialty industrial machinery sector and is known for its innovative solutions in contractor, engineered building, and specialized reliability solutions. Led by CEO Joseph Brooks Armes, CSW Industrials employs about 2,700 people.

Bottom Line

Gw&K Investment Management's increased stake in CSW Industrials signifies a strong vote of confidence in the company. Investors often track such filings for insights into institutional sentiment, keeping in mind that 13F filings are historical and may not reflect current positions. CSW Industrials continues to show strong fundamentals, with a diverse product range and solid financial metrics.