Griffon Corporation (GFF) reported fiscal third-quarter revenue of $481.4 million for the period ended June 30, 2026, up 7% from $449.7 million a year earlier. Net income was $51.6 million, while income from continuing operations was $66.3 million, or $1.47 per diluted share.
The company said adjusted EBITDA from continuing operations rose 2% to $124.8 million. Griffon also updated investors on debt reduction, share repurchases, joint venture transactions and its fiscal 2026 outlook.
- Third-quarter revenue increased 7%, driven by favorable price and mix of 6% and volume growth of 1%.
- Diluted earnings per share were $1.14, compared with a diluted loss per share of $2.65 in the prior-year quarter.
- Debt was reduced by about $137.0 million during the quarter, and net debt to EBITDA leverage was 2.2x at June 30, 2026.
- Share repurchases totaled 626 thousand shares for $53.2 million during the quarter.
- Griffon expects fiscal 2026 revenue from continuing operations of $1.8 billion and adjusted EBITDA of $458 million.
$GFF Insider Trading Activity
$GFF insiders have traded $GFF stock on the open market 26 times in the past 6 months. Of those trades, 1 have been purchases and 25 have been sales.
Here’s a breakdown of recent trading of $GFF stock by insiders over the last 6 months:
- RONALD J KRAMER (Chairman of the Board and CEO) has made 0 purchases and 2 sales selling 100,000 shares for an estimated $9,492,107.
- ROBERT F MEHMEL (President and COO) has made 0 purchases and 14 sales selling 29,389 shares for an estimated $2,817,557.
- SETH L. KAPLAN (Sr VP, Gen. Counsel and Secy) has made 0 purchases and 4 sales selling 15,000 shares for an estimated $1,431,663.
- BRIAN G HARRIS (EVP, Chief Financial Officer) has made 0 purchases and 2 sales selling 13,683 shares for an estimated $1,318,720.
- LOUIS J. GRABOWSKY sold 11,000 shares for an estimated $1,023,660
- JAMES W SIGHT sold 3,070 shares for an estimated $295,180
- MICHELLE L TAYLOR sold 1,650 shares for an estimated $152,724
- HENRY A ALPERT purchased 1,000 shares for an estimated $79,990
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$GFF Hedge Fund Activity
We have seen 173 institutional investors add shares of $GFF stock to their portfolio, and 138 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS removed 363,381 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $26,410,531
- DRIEHAUS CAPITAL MANAGEMENT LLC added 349,580 shares (+inf%) to their portfolio in Q1 2026, for an estimated $25,407,474
- SEB ASSET MANAGEMENT AB removed 289,896 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $28,273,556
- JENNISON ASSOCIATES LLC added 199,196 shares (+80.2%) to their portfolio in Q2 2026, for an estimated $19,427,585
- LSV ASSET MANAGEMENT removed 188,857 shares (-21.8%) from their portfolio in Q1 2026, for an estimated $13,726,126
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 186,490 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $13,554,093
- WELLINGTON MANAGEMENT GROUP LLP added 182,246 shares (+inf%) to their portfolio in Q1 2026, for an estimated $13,245,639
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
