建筑材料制造与分销
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Armor Advisors L.L.C. Decreases Holdings in Crh Plc $CRH
Defense World· 2026-02-22 08:32
Core Insights - Armor Advisors L.L.C. reduced its position in CRH Plc by 7.6% in Q3, holding 213,349 shares valued at $25.58 million, making it the largest position in their portfolio [2] - Several institutional investors have increased their stakes in CRH, with United Community Bank raising its stake by 359.6% in Q3, now owning 239 shares valued at $29,000 [3] - CRH's stock price opened at $124.07, with a market cap of $83.16 billion and a P/E ratio of 22.48 [4] Financial Performance - CRH reported Q4 earnings of $1.52 per share, missing the consensus estimate of $2.20 by $0.68, with revenue of $5.42 billion compared to estimates of $11.15 billion [5] - The company’s quarterly revenue increased by 6.2% year-over-year, with a net margin of 10.02% and a return on equity of 15.98% [5] - CRH has set its FY 2026 EPS guidance at 5.600-6.050, with analysts expecting a consensus EPS of 5.47 for the current year [5] Dividend Information - CRH announced a quarterly dividend of $0.39, payable on April 8, with an annualized dividend of $1.56 and a yield of 1.3%, up from the previous $0.37 [6] - The current payout ratio stands at 20.11% [6] Analyst Ratings - DA Davidson set a price objective of $120.00 for CRH, while UBS Group raised their target from $138.00 to $147.00, maintaining a "buy" rating [7] - The consensus rating for CRH is "Moderate Buy" with a price target of $136.27, supported by two Strong Buy ratings, fourteen Buy ratings, and three Hold ratings from analysts [7] Company Overview - CRH plc, headquartered in Dublin, Ireland, is a global building materials group, originally formed as Cement Roadstone Holdings in 1970 [9] - The company has expanded through acquisitions and regional business development, becoming one of the largest international suppliers of construction materials [9] - CRH's core activities include the production and distribution of aggregates, cement, asphalt, and a range of value-added building products [10]