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Overview
Smart money at a glance
Filings to Oct 12, 2026Net selling: insiders sold $220K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$220K netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 0 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Market overview
Fundamentals Oct 12- Open
- $553.79
- 52-wk high
- $713.00
- High
- $564.24
- 52-wk low
- $443.34
- Low
- $532.34
- Prev close
- $572.80
- Mkt cap
- $4.09B
- P/E
- 23.2x
- Volume
- 149.7K
- Fwd P/E
- 29.5x
- Beta
- 1.27
- P/S
- 1.8x
- P/B
- 3.8x
- Profit margin
- +7.9%
- Op margin
- +9.8%
- ROE
- +16.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about CVCO filings
Are insiders buying or selling Cavco Industries Inc (CVCO) stock?
Net selling: insiders sold $220K and bought $0 of CVCO stock on the open market in the 90 days to Oct 12, 2026, according to SEC Form 4 filings. $17K of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Bigbee, Paul (Chief Accounting Officer), who sold $202K. The latest filing was on Aug 19, 2026.
Which members of Congress have traded CVCO recently?
None. No member of Congress disclosed a CVCO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this CVCO smart-money data?
This summary uses filings available on Oct 12, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- AQ
AQR
$6.9M
added
- MW
Marshall Wace
$42.7M
added
- JC
JPMorgan Chase
$6.1M
added
What insiders are doing
How top traders are positioned
No tracked top-trader positions in CVCO right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 2.2% below what analysts expected.
Last report
Jul 30, 2026
Period ending
Jun 30, 2026
Earnings per share
$5.55 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 30, 2026 | $5.43 / $5.55Alpha Vantage | -2.16% miss | Unavailable | Unavailable |
| Mar 31, 2026 | May 21, 2026 | $5.42 / $5.30Alpha Vantage | +2.26% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Jan 29, 2026 | $5.58 / $6.00Alpha Vantage | -7.00% miss | Unavailable | Unavailable |
| Sep 30, 2025 | Oct 30, 2025 | $6.55 / $6.05Alpha Vantage | +8.26% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Jul 31, 2025 | $6.42 / $5.31Alpha Vantage | +20.90% beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 22, 2025 | $5.40 / $4.80Alpha Vantage | +12.50% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Jan 30, 2025 | $6.90 / $4.61Alpha Vantage | +49.67% beat | Unavailable | Unavailable |
| Sep 30, 2024 | Oct 31, 2024 | $5.28 / $4.85Alpha Vantage | +8.87% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Reports Oct 29, 2026, in 17 days
Financials
What it sold, what it cost, what was left.
| USD | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $556.9M | $556.5M | $581.0M | $550.1M |
| Cost of what it sold | $427.4M | $422.1M | $445.1M | $423.1M |
| Gross profit | $129.5M | $134.4M | $135.9M | $127.1M |
| What it spent | ||||
| Sales and admin | $69.1M | $72.2M | $81.4M | $75.6M |
| Total operating expenses | $69.1M | $72.2M | $81.4M | $75.6M |
| What was left | ||||
| Operating profit | $60.4M | $62.2M | $54.6M | $51.5M |
| Interest on debt | $164.0K | $112.0K | $683.0K | $134.0K |
| Profit before tax | $65.3M | $67.3M | $57.6M | $54.6M |
| Tax | $13.7M | $14.9M | $13.5M | $12.1M |
| Net profit | $51.6M | $52.4M | $44.1M | $42.5M |
| EBITDA | $70.6M | $72.7M | $64.4M | $61.1M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
35 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Cavco Industries Drops 6.0% Amid Sector-Wide Selling
BearishOct 7Cavco Industries stock showed a 19.3 percent target gap
Leans bullishOct 7Cavco Industries stock falls 2.90 percent despite USD 710 target
Leans bearishOct 5Oppenheimer starts Cavco Industries stock coverage
Leans bullishOct 2Cavco Industries Positioned for Demand, Margin Recovery, Oppenheimer Says
BullishOct 1Cavco Industries Positioned for Demand, Margin Recovery, Oppenheimer Says
BullishSep 30Oppenheimer initiates Cavco Industries stock with outperform rating By Investing.com
Leans bullishSep 30