The investment landscape surrounding Griffon Corporation presents a study in contrasts as major financial institutions build substantial positions while research firms deliver sharply divided assessments of the company’s prospects.
Deep Pockets Dive In
Recent regulatory filings reveal significant institutional movement in Griffon shares. Fuller & Thaler Asset Management Inc. executed the most dramatic position change, boosting its holdings by 52.3% during the first quarter to accumulate 951,120 shares valued at approximately $68 million.
This bullish sentiment was echoed by several other institutional players. Ethic Inc. established a new stake in the second quarter of 2025, acquiring 2,956 shares worth $215,000. Simultaneously, Riverwater Partners LLC invested $461,000 to purchase 6,367 shares. Additional adjustments came from prominent firms including Jefferies Financial Group, Nuveen, and Voss Capital, all modifying their exposure to the diversified industrial conglomerate.
Should investors sell immediately? Or is it worth buying Griffon?
Research Division Emerges
While institutional investors demonstrate confidence through their purchases, market analysts remain deeply divided on Griffon’s outlook. The conflict became particularly evident in October 2025 when Zacks Research downgraded the company from “Hold” to “Strong Sell,” issuing a clear caution to investors.
This bearish stance contrasts sharply with earlier optimism from Robert W. Baird. Just three months prior, that firm had raised its price target from $92 to $100 while reaffirming its “Outperform” rating. Between these extremes, other research providers have adopted more neutral positions, with Wall Street Zen downgrading to “Hold” and Weiss Ratings maintaining its “Hold (c)” assessment.
The conflicting signals create a complex environment for investors, who must weigh substantial institutional accumulation against cautious analyst recommendations. With millions in capital flowing toward Griffon despite divided expert opinion, the battle over the company’s true valuation continues to unfold in the financial markets.
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