Cavco Industries Inc (CVCO) Trading 3.67% Higher on Feb 20
Cavco Industries Inc (CVCO) shares rose 3.67% to $599.97 on February 20, with trading volume at 38.4% of its daily average. Analyst forecasts suggest a slight downside of 2.08% from the current price, with an average target of $587.50, and the stock is rated "Outperform." GuruFocus estimates an 8.63% downside, placing its fair value at $548.18.
Cavco Industries Inc (CVCO) Shares Down 3.38% on Feb 17
Shares of Cavco Industries Inc (CVCO) dropped 3.38% on February 17th, closing at $569.45. This places the stock 20.13% below its 52-week high but 44.70% above its 52-week low. Analyst forecasts suggest an average target price of $587.50, indicating a potential 3.17% upside, while GuruFocus estimates a GF Value of $548.18, implying a 3.74% downside.
What Investors Should Know as One Fund Sells $11 Million of Cavco Industries Stock
Ashford Capital Management disclosed it reduced its position in Cavco Industries (NASDAQ:CVCO) by 19,607 shares, an estimated $11.11 million trade, during Q4 2025. This sale reduced Cavco's representation in Ashford Capital's reportable assets from 3.1% to 1.87%, suggesting a capital rotation rather than a lack of confidence, as Cavco's fundamentals remain solid despite its stock underperforming the S&P 500. The Motley Fool Stock Advisor team did not include Cavco Industries in its current "10 best stocks to buy now" list.
Do Cavco Industries’ (CVCO) Insider Buys And Buybacks Clarify Its Long‑Term Capital Allocation Strategy?
Cavco Industries' CEO recently purchased 1,000 shares for $495,000, and the company repurchased $44 million of its stock, signaling management's confidence after a post-earnings pullback. This activity supports the company's investment narrative, which hinges on manufactured housing demand and Cavco's ability to scale efficiently, projecting $2.5 billion revenue and $230.1 million earnings by 2028. However, investors are cautioned about the potential impact of high borrowing costs on order volumes despite these positive signals.
CVCO Stock Surges 27% In 9-Day Spree On Insider And Institutional Buying
Cavco Industries (CVCO) stock experienced a significant 27% surge over a nine-day period, increasing its market cap by $972 million. This rally was primarily driven by insider buying, including a CEO share purchase, and corporate stock repurchases, alongside renewed institutional confidence. The article assesses whether this presents an opportunity or a trap, noting the stock's current "Fairly Priced" valuation based on its moderate operating performance.
A Look At Cavco Industries (CVCO) Valuation After Earnings, American Homestar Deal And Share Buybacks
This article analyzes Cavco Industries (CVCO) after its Q3 earnings report, the American Homestar acquisition, and recent share repurchases. It notes the stock is trading at a significant discount to its modeled fair value of $587.50, despite a high P/E ratio compared to its industry. The report highlights Cavco's growth strategy through acquisitions and national expansion, which is expected to improve revenue and margins, while also flagging risks like tariff costs and interest rate sensitivity.
FMR LLC Reduces Stake in Cavco Industries Inc: A Strategic Portf
FMR LLC (Fidelity) significantly reduced its stake in Cavco Industries Inc (CVCO) by 54.18%, selling 311,345 shares at $590.74, reducing its holding to 3.40% of Cavco's total shares. This move is seen as a strategic portfolio adjustment for FMR LLC, a firm known for its growth-oriented investment strategy since 1946. Cavco Industries, a leader in factory-built homes, is considered modestly overvalued with a strong GF Score of 97/100, despite a recent stock decline, indicating its growth potential.
Principal Financial Group Inc. Purchases 5,521 Shares of Cavco Industries, Inc. $CVCO
Principal Financial Group Inc. increased its stake in Cavco Industries by 13.1%, acquiring an additional 5,521 shares, bringing their total to 47,569 shares valued at $27.6 million. This purchase aligns with recent insider buying, including Cavco's CEO and directors, despite the company missing Q4 earnings and revenue expectations. Analysts currently rate Cavco Industries as a "Moderate Buy" with an average target price of $550.00.
Why Cavco Industries (CVCO) Is Up 6.3% After Mixed Q3 Earnings And Ongoing Share Buybacks
Cavco Industries (CVCO) saw its stock rise 6.3% despite reporting mixed Q3 2025 earnings with higher sales but lower net income year-over-year. The company's ongoing share repurchase program, which has reduced its share count by over 1%, signals management confidence and provides some support for the stock. While sales are up, investors are watching whether margins can keep pace with revenue, as some models suggest the stock might still be undervalued.
Hedge Fund and Insider Trading News: Ray Dalio, Scott Bessent, Ken Griffin, Brevan Howard, Rhenman & Partners Asset Management, Saba Capital Management, Two Sigma Advisors, Cavco Industries Inc (CVCO), Yum! Brands Inc (YUM), and More
This article compiles recent news related to prominent hedge funds and insider trading activities. It features updates on figures like Ray Dalio, Scott Bessent, and Ken Griffin, along with movements from funds including Brevan Howard, Rhenman & Partners, Saba Capital, and Two Sigma Advisors. The report also highlights insider buying in Cavco Industries Inc (CVCO) and a stock sale by Yum! Brands Inc (YUM) CEO, underscoring significant financial market activities.
Thursday’s Insider Activity: Cavco Director Buys as Execs Sell Off
On Thursday, February 5, 2026, Cavco Industries saw Director Steven W. Moster purchase 300 shares, signaling confidence despite a recent stock decline. Conversely, executives at Royalty Pharma, UWM Holdings, Riley Exploration Permian, Rush Street Interactive, and Adaptive Biotechnologies sold significant amounts of shares. This activity provides insight into leadership's perception of their companies' prospects, with large buys often indicating confidence while sales can be for various reasons.
Bessemer Group Inc. Increases Holdings in Cavco Industries, Inc. $CVCO
Bessemer Group Inc. has increased its stake in Cavco Industries (NASDAQ:CVCO) by 22% to 66,614 shares, now owning 0.84% of the company. This comes despite Cavco missing Q1 earnings expectations, with EPS of $5.58 versus $6.00 and revenue of $580.99M versus $593.37M. Insider buying has been notable, with CEO William C. Boor and other directors actively purchasing shares, signaling confidence in the company.
Cavco Industries (NASDAQ:CVCO) Director Purchases $43,500.00 in Stock
Cavco Industries (NASDAQ:CVCO) Director David Greenblatt recently purchased 87 shares of the company's stock for $43,500, increasing his total holdings to 16,076 shares. This transaction occurred on February 4th, with the stock acquired at an average price of $500.00 per share. The company reported its earnings on January 29th, missing both EPS and revenue estimates, yet the stock traded up 2.5% to $518.20 following the news.
Cavco Industries: director Moster buys $136k in shares
Director Steven W. Moster of Cavco Industries (NASDAQ:CVCO) recently purchased 300 shares for over $136,000, aligning with the stock's current fair value and analyst targets suggesting potential upside, despite a recent 18% decline. This insider purchase comes shortly after the company reported Q3 FY2026 financial results that missed market expectations for both EPS and revenue.
Steven Moster Acquires 300 Shares of Cavco Industries (NASDAQ:CVCO) Stock
Cavco Industries Director Steven Moster recently purchased 300 shares of the company's stock, increasing his total holdings by 11.21%. This acquisition comes as Cavco Industries stock traded up, despite missing its latest quarterly earnings and revenue estimates. Analysts currently rate the stock as a "Moderate Buy" with a consensus target price of $550.00.
Cavco Industries (CVCO) Earnings Growth Outpaces Five Year Trend And Supports Premium P/E Narrative
Cavco Industries (CVCO) reported Q3 2026 revenue of US$581.0 million and EPS of US$5.65. The company's trailing twelve-month earnings growth of 9.5% surpassed its five-year trend of 7.3%, supporting a premium P/E narrative despite a slight dip in net margin to 8.4%. Cavco trades at a P/E of 19.7x, higher than peers, but its DCF fair value suggests significant upside.
Analysts Offer Insights on Consumer Cyclical Companies: Asbury (ABG) and Cavco Industries (CVCO)
Analysts from Craig-Hallum have provided insights on two consumer cyclical companies: Asbury (ABG) and Cavco Industries (CVCO). Ryan Sigdahl maintained a Hold rating on Asbury with a $238.33 price target, while Greg Palm reiterated a Buy rating on Cavco Industries with a $575.00 price target. The article highlights analyst consensus and recent analyst actions for both stocks.
Cavco Industries, Inc. (NASDAQ:CVCO) Q3 2026 Earnings Call Transcript
Cavco Industries Inc. (NASDAQ: CVCO) reported its Q3 2026 earnings, discussing the impact of the American Homestar deal, which contributed to revenue growth but also higher SG&A and transaction costs. The company achieved significant integration synergies, expecting over $10 million annually, with about half realized by Q4. Despite a general industry slowdown in October and November and a decrease in Cavco's base volume, the company maintained production rates and expressed optimism for the spring selling season, citing healthy leading indicators and growing policy focus on affordable housing.
CAVCO INDUSTRIES, INC. SEC 10-Q Report
Cavco Industries, Inc. (CVCO) released its latest Form 10-Q report, detailing financial and operational achievements for the period ending December 27, 2025. The company reported increased net revenue from higher home sales and strategic acquisitions, although net income and earnings per share decreased due to higher costs and tax rates. Cavco anticipates continued growth in its factory-built housing segment, supported by enhanced production capabilities and market presence.
Cavco Industries (NASDAQ:CVCO) Fits the Peter Lynch GARP Investment Strategy
Cavco Industries (NASDAQ:CVCO) aligns well with Peter Lynch's "Growth At A Reasonable Price" (GARP) investment strategy, demonstrating strong, steady earnings growth, a robust financial condition, and a sensible valuation through its PEG ratio. The company consistently meets Lynch's key criteria for EPS growth, financial stability (low debt, high current ratio), and return on equity. Its business model in factory-built housing also fits Lynch's preference for understandable industries, making it an attractive option for long-term investors following this disciplined approach.
Cavco Industries Reports Q3 2026 Earnings with Positive Synergy Outlook
Cavco Industries reported strong Q3 2026 earnings with net revenue of $581 million, an 11.3% year-over-year increase, despite a decline in gross margin. The company highlighted that its acquisition of American Homestar is expected to generate over $10 million in annual synergies, with half already realized. Cavco also engaged in significant stock buybacks, repurchasing $44 million worth of stock, reflecting confidence in its valuation.
Cavco Industries Reports Fiscal 2026 Third Quarter Results
Cavco Industries announced its fiscal 2026 third-quarter results, reporting a net revenue increase of 11.3% to $581.0 million, primarily driven by home sales volume growth. The company completed the acquisition of American Homestar Corporation, which contributed $42 million to net revenue. Despite the revenue growth, net income per diluted share decreased by 19.1% to $5.58, influenced by acquisition-related costs and a slowdown in industry shipments.
Cavco Industries Reports Fiscal 2026 Third Quarter Results
Cavco Industries, Inc. (Nasdaq: CVCO) announced its fiscal 2026 third-quarter results, reporting a net revenue increase of 11.3% to $581.0 million, partly due to the acquisition of American Homestar Corporation. Despite the rise in revenue and strong performance in financial services, income before income taxes decreased by 16.9% to $58 million, and diluted net income per share fell by 19.1% to $5.58, influenced by acquisition costs and a slowdown in industry shipments. The company remains optimistic about the spring selling season and the long-term positive impact of the American Homestar acquisition after the initial integration phase.
Cavco Industries (NASDAQ:CVCO) Shares Gap Down Following Weak Earnings
Cavco Industries (NASDAQ:CVCO) saw its shares gap down by about 14.5% after reporting disappointing earnings, missing both EPS and revenue estimates. The construction company reported $5.58 EPS against an expected $6.00 and revenue of $580.99 million compared to estimates of $593.37 million. Despite the weak quarter, analysts have mixed ratings, with a MarketBeat consensus of "Moderate Buy" and institutional investors owning a significant portion of the stock.
Cavco Industries Reports Fiscal 2026 Third Quarter Results
Cavco Industries, Inc. (Nasdaq: CVCO) announced its financial results for the third fiscal quarter ended December 27, 2025, reporting a net revenue increase of 11.3% to $581.0 million, primarily driven by home sales volume and average selling price growth, which also includes the recent acquisition of American Homestar Corporation. Despite the revenue growth, net income per diluted share decreased by 19.1% to $5.58 compared to the prior year, attributed partly to acquisition-related deal costs and investments in integration. The company's financial services segment showed strong performance, with gross profit as a percentage of net revenue increasing to 65.2%.
Cavco Industries Inc (NASDAQ:CVCO) Misses Q3 Revenue and EPS Estimates, Stock Falls
Cavco Industries Inc (NASDAQ:CVCO) announced fiscal third-quarter results that fell short of analysts' expectations for both revenue and EPS, leading to a more than 4% stock drop in after-hours trading. The company reported revenue of $580.99 million against estimated $605.24 million, and non-GAAP EPS of $5.58 compared to the estimated $6.39. While the recent acquisition of American Homestar Corporation is seen as a long-term growth driver, investors will be watching for potential downward revisions to future analyst estimates given the current quarter's miss.
Cavco: Fiscal Third Quarter Earnings Overview
Cavco Industries Inc. reported its fiscal third quarter earnings, announcing a net profit of $44.1 million. The company's earnings per share for the period were $5.58. Total revenue for the home construction firm reached $581 million during the quarter.
Cavco Industries (NASDAQ:CVCO) Announces Earnings Results, Misses Estimates By $0.42 EPS
Cavco Industries (NASDAQ:CVCO) reported quarterly earnings per share of $5.58, missing the consensus estimate by $0.42. Despite the earnings miss, the stock traded up 0.2% to $617.50. The company maintains a "Moderate Buy" consensus rating from analysts, with insider transactions showing a director sold 500 shares.
Cavco Industries shares slip 4% as Q3 earnings, revenue fall short of estimates
Cavco Industries' shares fell 4.5% after the company reported Q3 fiscal 2026 earnings and revenue that missed analyst estimates, despite year-over-year growth. The manufactured housing producer posted adjusted earnings of $5.58 per share and revenue of $581 million, both below expectations. The company cited slowed industry shipments and a decline in factory-built housing gross profit margin, although its financial services segment showed strength.
Cavco Industries Reports Fiscal 2026 Third Quarter Results
Cavco Industries, Inc. (Nasdaq: CVCO) announced its financial results for the third fiscal quarter ended December 27, 2025. The company reported a net revenue increase of 11.3% to $581.0 million, driven by higher home sales volume and average selling price, which includes the recent acquisition of American Homestar Corporation. Despite the revenue growth, net income per diluted share decreased by 19.1% to $5.58, primarily due to acquisition-related costs and a slight decrease in factory-built housing gross profit margin.
Cavco Industries Reports Fiscal 2026 Third Quarter Results
Cavco Industries announced its financial results for the third fiscal quarter ended December 27, 2025, reporting a net revenue of $581.0 million, an 11.3% increase year-over-year. The company's performance was boosted by the acquisition of American Homestar Corporation, which contributed $42 million to net revenue. Despite a slowdown in industry shipments, Cavco's President and CEO, Bill Boor, expressed optimism for the spring selling season and highlighted the strong performance of the Financial services segment.
Analysts Conflicted on These Consumer Cyclical Names: Cavco Industries (CVCO), VF (VFC) and AUTO1 Group SE (OtherATOGF)
This article summarizes analyst ratings for three consumer cyclical companies: Cavco Industries (CVCO), VF (VFC), and AUTO1 Group SE (ATOGF). Cavco Industries received a Moderate Buy consensus with a "Buy" rating from Craig-Hallum (Greg Palm), despite a negative average price target. VF Corporation has a "Hold" consensus, with Telsey Advisory (Dana Telsey) maintaining a "Hold" rating and a $16 price target. AUTO1 Group SE garnered a Strong Buy consensus, with Goldman Sachs (James Tate CFA) and Barclays both issuing "Buy" ratings and average price targets indicating significant upside.
Cavco: Fiscal Q3 Earnings Snapshot
Cavco Industries Inc. (CVCO) reported a net income of $44.1 million for its fiscal third quarter. The homebuilder achieved a profit of $5.58 per share and posted revenue totaling $581 million during the same period. This financial summary was generated using data from Zacks Investment Research.
Canada Manufactured Homes Market Valuation Expected to Hit USD
The Canada Manufactured Homes Market is projected to reach USD 2.85 billion by 2032, growing at a CAGR of 4% from its 2024 valuation of USD 2.08 billion. The market is being significantly reshaped by AI and machine learning, which optimize design, enhance demand forecasting, automate production, and improve quality control. Key drivers include housing affordability crises and government support, while challenges involve zoning restrictions and financing limitations, with major opportunities in rural, Indigenous community, and sustainable housing developments.
Teacher Retirement System of Texas Lowers Position in Cavco Industries, Inc. $CVCO
The Teacher Retirement System of Texas reduced its stake in Cavco Industries (NASDAQ:CVCO) by 22.4% in the third quarter, selling 3,469 shares but still holding 12,010 shares valued at approximately $6.98 million. Despite this trimming, Cavco Industries exhibits strong quarterly results, with EPS of $6.55 exceeding expectations and a Moderate Buy consensus rating from analysts. Institutional investors collectively own a significant 95.56% of the company's stock.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast
Cavco Industries, Inc. will release its fiscal 2026 third quarter earnings on Thursday, January 29, 2026, after market close. Senior management will host a live webcast the following day, January 30, 2026, at 1:00 p.m. ET to discuss the results. The webcast will be available for 90 days on the company's investor relations website.
Cavco Industries stock hits all-time high at 709.56 USD
Cavco Industries Inc. stock reached a new all-time high of $709.56, marking a 47.93% increase over the past year. The company, a leader in manufactured housing with a $5.51 billion market cap, boasts a strong financial position with a Piotroski Score of 9 and an 18% return on equity. Despite its recent financial success and outperforming Q2 fiscal year 2026 expectations, InvestingPro's Fair Value metrics suggest the stock is slightly overvalued ahead of its anticipated earnings report on January 29.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast
Cavco Industries, Inc. (Nasdaq: CVCO) announced its fiscal 2026 third-quarter earnings will be released on Thursday, January 29, 2026, after market close. Senior management will host a live webcast to discuss the results on Friday, January 30, 2026, at 1:00 p.m. Eastern Time. The company, headquartered in Phoenix, Arizona, specializes in factory-built housing products, including manufactured and modular homes, park model RVs, vacation cabins, and commercial structures, and also operates finance and insurance subsidiaries.
Cavco Industries stock hits all-time high at 709.56 USD By Investing.com
Cavco Industries Inc. stock reached a new all-time high of $709.56, marking a 47.93% increase over the past year. This milestone highlights strong investor confidence and solid financial performance, including a $5.51 billion market capitalization, a P/E ratio of 28.62, and 15.76% revenue growth. The company also reported impressive Q2 fiscal year 2026 results, surpassing analyst expectations for EPS and revenue.
Cavco Industries, Inc. Announces Third Quarter 2025 Earnings Release and Webcast Details
Cavco Industries, Inc. will release its third-quarter earnings on January 29, 2026, after market close, for the period ending December 27, 2025. A live webcast to discuss the results will follow on January 30, 2026, at 1:00 p.m. Eastern Time. The company, a major manufacturer of factory-built housing products, also has a finance division and an insurance subsidiary.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast
Cavco Industries, Inc. will release its fiscal 2026 third-quarter earnings on Thursday, January 29, 2026, after market close. Senior management will host a live webcast and conference call to discuss the results on Friday, January 30, 2026, at 1:00 p.m. Eastern Time. The webcast will be accessible via the company's investor relations website, and a replay will be available for 90 days.
Cavco Industries (NASDAQ:CVCO) Sets New 52-Week High - Time to Buy?
Cavco Industries (NASDAQ:CVCO) reached a new 52-week high of $713.01 on Thursday, trading above its 50-day and 200-day moving averages. Despite a "Moderate Buy" consensus from analysts, their average price target of $550 is significantly below the current share price. The company recently surpassed quarterly earnings and revenue estimates, with analysts forecasting approximately $21.93 EPS for the current fiscal year, while institutional investors hold about 95.6% of the stock.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call
Cavco Industries, Inc. (Nasdaq: CVCO) announced its third-quarter earnings release for fiscal year 2026, which ended December 27, 2025. The company will release results on Thursday, January 29, 2026, after market close, followed by a live webcast discussion with senior management on Friday, January 30, 2026, at 1:00 p.m. Eastern Time. Interested parties can listen via the internet or telephone, with a replay available for 90 days.
Cavco Industries stock hits all-time high at 709.56 USD
Cavco Industries Inc. stock reached a new all-time high of $709.56, reflecting a 47.93% increase over the past year and indicating strong investor confidence. The company, a leader in manufactured housing with a market capitalization of $5.51 billion, boasts a perfect Piotroski Score of 9 and recently surpassed Wall Street expectations for its Q2 fiscal year 2026 earnings and revenue. Despite appearing slightly overvalued by InvestingPro Fair Value metrics, its robust financial health and strategic growth are evident.
Cavco Industries, Inc. Announces Third Quarter 2025 Earnings Release and Webcast Details
Cavco Industries, Inc. will release its third-quarter earnings for the period ending December 27, 2025, on January 29, 2026, after market close. A live webcast discussing the results will follow on January 30, 2026, at 1:00 p.m. Eastern Time. The company, a major producer of factory-built housing, also noted recent insider selling activity and institutional investor movements.
Cavco Industries (CVCO) Projected to Post Quarterly Earnings on Thursday
Cavco Industries (CVCO) is projected to release its Q3 2026 earnings before market open on Thursday, January 29th, with analysts expecting $6.00 EPS and $593.37 million in revenue. The company previously reported strong Q2 results, beating estimates with $6.55 EPS on $556.53 million revenue. Trading at around $697.40, CVCO has a "Moderate Buy" consensus rating from analysts, although insider selling has also been noted.
The Truth About Cavco Industries Inc: Why Wall Street Quietly Loves This ‘Boring’ Stock
Cavco Industries Inc, a builder of manufactured and modular homes, is presented as a "boring" but potentially significant investment. Despite lacking viral hype, the company addresses the real-world housing affordability crisis with factory-built homes, appealing to younger generations seeking accessible housing solutions. The article highlights Cavco's solid business model and positions it as a long-term play for investors interested in physical assets and structural demand in the housing market, rather than speculative tech or meme stocks.
Cavco Industries, Inc.'s (NASDAQ:CVCO) Popularity With Investors Is Under Threat From Overpricing
Cavco Industries (CVCO) has a high P/E ratio of 27.1x, which is significantly above the market average of 19x, leading to concerns about overpricing. While the company has shown strong recent earnings growth, its forecasted growth of 8.4% for the next year is less attractive than the broader market's 16% expectation. This discrepancy suggests that investors might be overly bullish compared to analyst forecasts, potentially setting themselves up for disappointment if the P/E ratio adjusts to align with slower growth prospects.
The Truth About Cavco Industries Inc: Why Wall Street Quietly Loves This ‘Boring’ Stock
Cavco Industries Inc, a builder of manufactured and modular homes, is presented as a "boring" but potentially solid investment. The article highlights the company's role in addressing the housing affordability crisis through factory-built homes, appealing to younger generations who are drawn to the cost-effectiveness and quicker construction times. While not a viral stock, its real-world utility and understandable business model make it an attractive long-term play for investors seeking exposure to the housing market beyond traditional tech hype.
Cavco Industries stock hits all-time high at 699.56 USD
Cavco Industries Inc. (CVCO) stock has reached an all-time high of $699.56, demonstrating significant financial strength with a perfect Piotroski Score of 9 and a market capitalization of $5.4 billion. The company's stock has surged by 48.03% over the past year, reflecting strong investor confidence and operational success. This milestone follows robust Q2 fiscal year 2026 results, where Cavco surpassed Wall Street expectations for both earnings per share and revenue.
