Mizuho raises Zurn Water Solutions stock price target to $43 on tariff mitigation

Published 31/07/2025, 14:46
Mizuho raises Zurn Water Solutions stock price target to $43 on tariff mitigation

Investing.com - Mizuho (NYSE:MFG) has raised its price target on Zurn Water Solutions (NYSE:ZWS) to $43.00 from $36.00 while maintaining a Neutral rating on the stock. The current stock price of $43.01 is trading near its 52-week high of $44.14, and according to InvestingPro analysis, the stock appears to be overvalued at current levels.

The research firm cited strong second-quarter performance driven by tariff mitigation and modest relief. Zurn’s organic sales growth of 8% in Q2 is expected to continue into the third quarter despite modest pre-buying as tariff pricing increases. InvestingPro data shows the company maintains a healthy 45.39% gross margin and has delivered impressive returns, with the stock up 33.59% over the past year.

Mizuho noted that Zurn’s China decoupling initiative is progressing well, with the company on track to reach its 2026 target of 2-3% cost of goods mix. The firm also mentioned that Zurn’s underlying markets remain steady, while fourth-quarter implied organic growth appears conservative.

The Filter First program initiatives and sales developments are advancing as expected across key states, including Michigan. Mizuho also observed that Zurn’s merger and acquisition pipeline appears more constructive compared to previous quarters, with the company’s balance sheet in "excellent shape."

Based on organic growth projections, Mizuho has raised its 2025 earnings per share estimate for Zurn to $1.40 from $1.30 and its 2026 EPS estimate to $1.50 from $1.40, while noting that non-residential markets continue to show impressive resilience overall. With a strong current ratio of 2.87 and market capitalization of $7.18 billion, InvestingPro subscribers can access 12 additional key insights about Zurn’s financial health and growth potential through the comprehensive Pro Research Report.

In other recent news, Zurn Water Solutions Corp reported robust financial results for the second quarter of 2025, exceeding both earnings and revenue expectations. The company achieved earnings per share of $0.42, surpassing the projected $0.36, which represents a 16.67% surprise. Additionally, Zurn’s revenue reached $445 million, outpacing the anticipated $424.61 million. These results were well-received by investors, as indicated by a notable increase in stock activity following the announcement. The earnings report highlights Zurn’s strong performance and effective business strategies. Analysts had previously set lower expectations, making the company’s actual performance a significant achievement. This recent development positions Zurn favorably in the market, as indicated by the positive response from investors.

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