Insider Trading April 16, 2026 04:10 PM

CSW Industrials CSO Sells $49,843 in Stock as Company Posts Q3 Shortfall

Pre-set 10b5-1 trade by Don Sullivan coincides with an earnings and revenue miss while the stock trades above InvestingPro fair value

By Priya Menon
CSW Industrials CSO Sells $49,843 in Stock as Company Posts Q3 Shortfall

Don Sullivan, Executive Vice President and Chief Strategy Officer of CSW Industrials (NASDAQ: CSWI), sold 166 shares on April 15, 2026, in a transaction valued at $49,843. The sale, executed under a 10b5-1 plan established December 15, 2025, leaves Sullivan with direct ownership of 21,567 shares and indirect ownership of 1,875 shares through an ESOP. The company, with a market value of $4.5 billion, is trading above InvestingPro's Fair Value estimate and recently reported third-quarter fiscal 2025 results that missed analyst expectations on both EPS and revenue.

Key Points

  • Don Sullivan sold 166 shares of CSW Industrials on April 15, 2026, for $300.26 per share, totaling $49,843.
  • Following the sale, Sullivan owns 21,567 shares directly and 1,875 shares indirectly through an ESOP; the sale was executed under a 10b5-1 plan set up on December 15, 2025.
  • CSW Industrials reported fiscal Q3 2025 adjusted EPS of $1.42 (vs. $1.93 expected) and revenue of $233 million (vs. $249.14 million expected); the stock trades above InvestingPro Fair Value and the company has raised its dividend for seven consecutive years, with 25% dividend growth over the last twelve months.

Transaction overview

Don Sullivan, who serves as Executive Vice President and Chief Strategy Officer at CSW Industrials, executed a sale of 166 shares of the company's common stock on April 15, 2026. The shares were sold at a per-share price of $300.26, producing proceeds of $49,843 in the transaction.

Ownership following sale

After the sale, Sullivan is recorded as directly holding 21,567 shares of CSW Industrials common stock. In addition to his direct holdings, he has an indirect interest in 1,875 shares through an Employee Stock Ownership Plan (ESOP).

Planned trade and regulatory framework

The disposition was carried out pursuant to a pre-arranged 10b5-1 trading plan that was established on December 15, 2025. The structure of the plan indicates the sale was scheduled in advance rather than being an ad hoc trade.

Valuation signal and dividend note

The transaction comes as CSW Industrials, a company with an indicated market value of $4.5 billion, trades above its InvestingPro Fair Value estimate, a metric that suggests the stock may be overvalued relative to that model. Separately, InvestingPro Tips notes that CSW has increased its dividend for seven consecutive years, and that the company recorded dividend growth of 25% over the last twelve months.

Recent financial performance

CSW Industrials reported third-quarter results for fiscal 2025 that fell short of expectations. The company disclosed adjusted earnings per share of $1.42, below the consensus projection of $1.93, representing a negative surprise of 26.42%. Revenue for the quarter was reported at $233 million, underperforming the anticipated $249.14 million. The available information does not include any analyst upgrades or downgrades in response to the results.

Context for investors

These data points - the insider sale under a prearranged trading plan, the company's trading level relative to InvestingPro's Fair Value estimate, the recent dividend history, and the third-quarter earnings and revenue misses - together provide a snapshot of CSW Industrials' most recent corporate and market developments. Investors seeking deeper research on CSWI and other U.S. equities can consult the InvestingPro Pro Research Report, which covers CSWI among more than 1,400 names.


Note on available information

The article is limited to the reported transaction details, ownership disclosures, the 10b5-1 plan date, InvestingPro valuation and dividend notes, and the third-quarter fiscal 2025 financial results and consensus estimates as stated above.

Risks

  • Valuation risk: The company is trading above InvestingPro's Fair Value estimate, which could indicate potential overvaluation in the market - this affects equity investors and the industrials sector.
  • Operational/earnings risk: The reported Q3 fiscal 2025 adjusted EPS and revenue both missed expectations, underscoring short-term performance pressures for CSW Industrials that may influence investor sentiment in industrials and manufacturing-related markets.
  • Information gap on analyst reactions: There is no available information on analyst upgrades or downgrades following the earnings miss, leaving uncertainty around market consensus adjustments and the potential impact on institutional positioning.

More from Insider Trading

Westwood Holdings Director Emerita Sells 2,301 Shares in Three-Day Sequence Apr 16, 2026 Mastech Digital Insider Boosts Stake with $20,520 Purchase Apr 16, 2026 Porch Group COO Executes $572,001 in Share Sales to Cover Tax Withholding Apr 16, 2026 EverCommerce CEO Sells $227,374 in Stock Across Three Trades Apr 16, 2026 Porch Group CFO Sells $121,086 in Stock to Cover Tax Withholdings Apr 16, 2026