AMWD AMERICAN WOODMARK CORP
Last updated: Mar 16, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q3 2026: $13M, Q2 2026: $32M, Q1 2026: $24M, Q3 2025: $20M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $13M vs trailing avg $25M (-50%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.
Negative FCF ($-95M), cannot compute buyback ratio
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 818,347 shares = 5.6% of 14,612,706 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
20 open-market purchases by 8 insiders
- Fracassa Philip D. () bought 600 shares at $86.66 on 2024-05-30
- Tang Vance W () bought 10,000 shares at $41.95 on 2022-06-23
- Culbreth Michael Scott (PRESIDENT & CEO) bought 2,000 shares at $41.13 on 2022-06-22
- Akoma Latasha () bought 100 shares at $52.69 on 2022-06-03
- Rodriguez David A () bought 1,005 shares at $49.64 on 2022-03-31
- Tang Vance W () bought 10,000 shares at $52.95 on 2022-03-01
- Culbreth Michael Scott (PRESIDENT & CEO) bought 2,000 shares at $53.86 on 2022-03-01
- Joachimczyk Paul (VP & CFO) bought 2,031 shares at $54.71 on 2022-03-01
- Culbreth Michael Scott (PRESIDENT & CEO) bought 2,000 shares at $57.95 on 2021-12-20
- Tang Vance W () bought 5,000 shares at $62.10 on 2021-11-30
Insider-Buyback Convergence
Are insider purchases happening during the same quarters the company is actively buying back stock?
Insider buying coincided with company buybacks in 3 of 4 quarters
- Q3 2026: Fracassa Philip D. bought while company spent $13M
- Q2 2026: Fracassa Philip D. bought while company spent $32M
- Q1 2026: Fracassa Philip D. bought while company spent $24M
Insider Net Direction
Looking at all open-market transactions, are insiders net buyers or net sellers?
Insiders bought $3M, sold $5M (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
No buyback-insider divergence detected