[SCHEDULE 13G] SunOpta Inc. Passive Investment Disclosure (>5%)
FIL Limited and affiliated entities have disclosed a passive investment in SunOpta Inc., beneficially owning 12,612,784 shares of Common Stock, which represents 10.7% of the class as of March 31, 2026. The Schedule 13G filing indicates that FIL Limited (Bermuda) has sole voting and dispositive power over these shares, with related entities Pandanus Partners, L.P. and Pandanus Associates, Inc. also identified in the ownership structure. The disclosure is a routine filing for significant passive institutional holdings.
SunOpta delivers 64% return after InvestingPro Fair Value call By Investing.com
InvestingPro's Fair Value models successfully identified SunOpta (NASDAQ:STKL) as significantly undervalued in April 2025, leading to a 63.73% return for investors. The analysis, which indicated a 49% upside potential, proved accurate as the stock climbed from $3.97 to $6.49 by March 2026, reaching close to its intrinsic value. This case highlights the effectiveness of InvestingPro's comprehensive valuation methodologies in identifying mispriced opportunities and informing investment decisions.
SunOpta delivers 64% return after InvestingPro Fair Value call By Investing.com
InvestingPro's Fair Value models identified SunOpta (NASDAQ:STKL) as significantly undervalued in April 2025, leading to a 63.73% return for investors who followed the call. The analysis, which indicated a 49% upside potential when the stock was trading at $3.97, was validated by the company's subsequent price appreciation to $6.49 and improved financials. This success highlights the power of sophisticated Fair Value analysis in identifying mispriced opportunities, which has now largely reached its intrinsic value.
SunOpta (STKL) CIO exercises 5,013 RSUs; 2,467 shares withheld for tax
SunOpta Inc.'s CIO, Robert Duchscher, exercised 5,013 Restricted Stock Units (RSUs) into common shares on April 1, 2026. The company withheld 2,467 shares at $6.49 each to cover income tax withholding, which is a tax-withholding disposition and not an open-market sale. After these transactions, Duchscher directly holds 21,247 common shares and 5,012 RSUs, reflecting a routine compensation event.
SunOpta (STKL) SVP Lauren McNamara nets shares after RSU vesting and tax withholding
SunOpta Inc.'s SVP, Lauren McNamara, increased her direct ownership in the company after 12,531 Restricted Stock Units (RSUs) vested on April 1, 2026. To cover tax withholding obligations, 5,715 common shares were withheld by the company at $6.49 per share. Following these transactions, McNamara directly owns 128,696 common shares, with the RSUs vesting in three annual installments contingent on continued employment.
STKL Technical Analysis & Stock Price Forecast
The article provides a technical analysis and stock price forecast for Sunopta Inc (STKL), indicating an overall "Strong Buy" consensus as of April 2, 2026. This is based on a proprietary analysis aggregating 11 technical signals, with 9 buy indicators and 2 sell indicators. Key support and resistance levels are identified, and the stock is noted as trading above its 200-day moving average but is considered overbought based on its RSI.
SunOpta Inc. (STKL) stock price, news, quote and history
This page provides comprehensive information on SunOpta Inc. (STKL), including its current stock price, trading data, company overview, financial highlights, and performance metrics. It also features analyst insights, earnings trends, and tools for comparing STKL with similar companies in the non-alcoholic beverages sector. The article details SunOpta's business in plant and fruit-based food and beverage products, serving various distribution channels.
Proxy Firms Back SunOpta Sale To Refresco
Two influential proxy advisory firms, ISS and Glass Lewis, have recommended that SunOpta shareholders approve the company's proposed acquisition by an affiliate of Refresco Holding B.V. The $1.1 billion deal, which values SunOpta at $6.50 per share, is contingent on shareholder approval, Ontario Superior Court consent, and other customary closing conditions. SunOpta's board has also unanimously recommended the acquisition, with the special shareholder meeting scheduled for April 16, 2026.
Proxy Firms Back SunOpta’s US$6.50-Per-Share Sale to Refresco
Independent proxy advisory firms Institutional Shareholder Services and Glass Lewis have recommended that SunOpta shareholders approve the proposed US$6.50-per-share cash acquisition by an affiliate of Refresco Holding. SunOpta's board unanimously supports the deal, deeming it fair and in the best interests of shareholders. The transaction is contingent on shareholder, court, and regulatory approvals, with a special virtual meeting scheduled for April 16, 2026.
SunOpta Says Proxy Advisory Firms ISS, Glass Lewis Support Refresco Deal
SunOpta announced that proxy advisory firms ISS and Glass Lewis are supporting its deal with Refresco. The article also briefly mentions Unity Software's Q4 financial results, reporting a revenue increase but a quarterly loss.
ISS and Glass Lewis back SunOpta acquisition by Refresco
Institutional Shareholder Services Inc. (ISS) and Glass, Lewis & Co. have recommended that SunOpta Inc. shareholders approve the company's proposed acquisition by an affiliate of Refresco Holding B.V. The acquisition, valued at $6.50 per share in cash, requires approval from SunOpta shareholders, the Ontario Superior Court of Justice, and other customary closing conditions. SunOpta's board has unanimously determined the transaction is fair and has recommended approval, with the special meeting for shareholders scheduled for April 16, 2026.
SunOpta Announces Proxy Advisory Firms ISS and Glass Lewis Recommend Shareholders Vote “FOR” Proposed Acquisition by Refresco
SunOpta announced that leading independent proxy advisory firms, Institutional Shareholder Services Inc. (ISS) and Glass, Lewis & Co. (Glass Lewis), have recommended shareholders vote "FOR" the proposed acquisition by an affiliate of Refresco Holding B.V. at the upcoming special shareholder meeting on April 16, 2026. SunOpta's Board of Directors unanimously determined the US$6.50 per share all-cash acquisition is fair and in the best interests of the Company. Shareholders are encouraged to vote by April 14, 2026, with instructions provided for assistance.
SOY Stock News Today | Earnings, Events & Price Alerts
This page provides news and event updates for SunOpta Inc. (SOY). It lists recent announcements regarding investor conference participation, financial results releases, sustainability reports, and product-related news, along with current stock price information. The article does not contain specific earnings or event data beyond the announcements.
SunOpta (NASDAQ: STKL) SVP nets shares from PSU vesting
SunOpta Inc.'s SVP, Lauren McNamara, exercised 13,905 Performance Stock Units (PSUs), converting them into common shares. To cover income tax withholding, the company retained 6,453 shares at $6.47 each. After these transactions, McNamara directly holds 121,880 common shares, which includes 1,318 shares from the Employee Stock Purchase Plan that were previously unreported.
SunOpta (STKL) SVP exercises 8,569 PSUs, nets 5,575 common shares
Jennifer Ann Caro, Senior Vice President of Sales at SunOpta Inc. (STKL), exercised 8,569 Performance Stock Units (PSUs), converting them into common shares. After 2,994 shares were withheld by the company at $6.47 per share for income tax obligations, Caro directly holds 5,575 common shares. This transaction is a non-market tax-withholding disposition, and the PSUs represent a contingent right to receive one common share each.
SunOpta (STKL) Expected to Announce Earnings on Wednesday
SunOpta (STKL) is anticipated to release its earnings report after market close on Wednesday, April 1st. Analysts project the company to report earnings of $0.05 per share and revenue of $217.85 million. The stock currently holds a consensus "Hold" rating with an average target price of $8.00, reflecting varied analyst opinions and recent rating adjustments.
SunOpta (STKL) SVP exercises PSUs and ends with 121,880 shares
SunOpta Inc.'s SVP of business management, Lauren McNamara, exercised 13,905 Performance Stock Units (PSUs) into common shares on March 24, 2026. A total of 6,453 shares were withheld by the company to cover income tax withholding at a price of $4.12 per share. Following these transactions, McNamara directly owns 121,880 common shares, which includes 1,318 shares acquired through an employee stock purchase plan that were not previously reported.
SunOpta (NASDAQ: STKL) counsel exercises PSUs; shares withheld for tax
SunOpta Inc.'s General Counsel, Christopher McCullough, exercised 11,747 Performance Stock Units (PSUs), converting them into Common Shares. A portion of these shares (5,584) were withheld by the company to cover income tax obligations at a price of $6.47 per share. Following these transactions, McCullough directly owns 17,234 Common Shares, which includes 1,141 shares previously acquired through the Employee Stock Purchase Plan that had not been reported until now.
SunOpta (STKL) CHRO Duzan exercises 7,076 PSUs; 2,713 shares withheld for taxes
SunOpta Inc.'s CHRO, Danielle Marie Duzan, exercised 7,076 Performance Stock Units (PSUs), converting them into common shares. To cover income tax withholding, 2,713 shares were withheld by the company, leaving her with 4,363 directly held common shares. This transaction was an administrative disposition for tax purposes and not an open-market sale.
SunOpta (STKL) SVP nets new shares after PSU vesting and taxes
SunOpta Inc.'s SVP of Supply Chain, Justin Kobler, exercised 12,236 Performance Stock Units (PSUs) into common shares. To cover income tax withholding, 5,586 shares were withheld by the company at $6.47 per share, an action classified as a non-market tax payment rather than an open-market sale. After these transactions, Kobler directly holds 37,437 SunOpta common shares, reflecting routine compensation and tax treatment.
Are PKST, CTRA, UDMY, STKL Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating the sales of Peakstone Realty Trust (PKST), Coterra Energy Inc. (CTRA), Udemy, Inc. (UDMY), and SunOpta Inc. (STKL) due to concerns that their shareholders may not be receiving fair deals. The firm is examining potential violations of federal securities laws and breaches of fiduciary duties, suggesting that insiders might be benefiting unduly and that transaction terms could hinder better offers. Shareholders are encouraged to contact Halper Sadeh LLC to discuss their rights and options.
Global Dairy Alternatives Market to Reach USD 51.9 Billion by 2036 as Europe Leads Adoption and Germany Dominates Growth; Danone, Oatly and SunOpta Inc. Accelerate Innovation
The global dairy alternatives market is projected to reach USD 51.9 billion by 2036, growing at a CAGR of 7.4% from its 2026 valuation of USD 26.6 billion. Europe currently leads the market, with Germany showing the fastest growth, while Asia-Pacific, particularly India and China, is experiencing a demand surge. Key players like Danone, Oatly, and SunOpta Inc. are driving innovation in this market, which is transitioning from a niche to a mainstream global food category.
Global Dairy Alternatives Market to Reach USD 51.9 Billion by 2036 as Europe Leads Adoption and Germany Dominates Growth; Danone, Oatly and SunOpta Inc. Accelerate Innovation
The global dairy alternatives market is projected to reach USD 51.9 billion by 2036, driven significantly by adoption in Europe and growth dominated by Germany. Key players like Danone, Oatly, and SunOpta Inc. are accelerating innovation in this expanding sector.
Global Dairy Alternatives Market to Reach USD 51.9 Billion by 2036 as Europe Leads Adoption and Germany Dominates Growth; Danone, Oatly and SunOpta Inc. Accelerate Innovation
The global dairy alternatives market is projected to reach USD 51.9 billion by 2036, growing at a CAGR of 7.4% from its 2026 valuation of USD 26.6 billion. This growth is driven by increasing consumer adoption of plant-based products, with Europe leading in consumption and Germany showing the fastest growth. Key players like Danone, Oatly, and SunOpta Inc. are accelerating innovation to meet demand, as soy-based products and plant-based beverages continue to dominate the market.
SunOpta Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of SunOpta Inc. - STKL
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of SunOpta Inc. (NasdaqGS: STKL) to Refresco for $6.50 per share in cash. The law firm is examining whether this price adequately values SunOpta and if the process leading to the transaction was fair. Shareholders believing the transaction undervalues the company are encouraged to contact KSF to discuss their legal rights.
SunOpta Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of SunOpta Inc. - STKL
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of SunOpta Inc. (NasdaqGS: STKL) to Refresco, where shareholders are offered $6.50 per share. KSF is evaluating whether this consideration and the sale process are adequate or if the company is undervalued. Shareholders are encouraged to contact KSF to discuss their legal rights without obligation.
STKL SEC Filings - Sunopta Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors and traders to access Sunopta (STKL) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It highlights recent filings from October 2025 to July 2025 detailing insider share awards, a significant disclosure by Leon G. Cooperman, an insider sale by the CIO, and positive Q2-25 earnings results for SunOpta (STKL). The article also includes current stock price and market capitalization data for STKL.
Are CVGW, EWCZ, STKL Obtaining Fair Deals for their Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating Calavo Growers, Inc. (CVGW), European Wax Center, Inc. (EWCZ), and SunOpta Inc. (STKL) for potential violations of federal securities laws and breaches of fiduciary duties related to their respective sales. The firm is concerned that insiders may receive substantial financial benefits not available to ordinary shareholders and that the proposed transactions may limit superior competing offers. Halper Sadeh LLC is encouraging shareholders to contact them to discuss their legal rights and options.
SunOpta (STKL) to be acquired for $6.50 per share; virtual vote set for April 16
SunOpta Inc. is set to be acquired for $6.50 per common share in cash by an affiliate of KKR following a court-approved statutory arrangement. A virtual special meeting for shareholders to vote on the arrangement and an executive compensation proposal will be held on April 16, 2026. The board of directors and a special committee unanimously recommend voting "FOR" the acquisition.
STKL SEC Filings - Sunopta Inc 10-K, 10-Q, 8-K Forms
This page provides access to Sunopta Inc.'s (STKL) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event reports, and insider trading forms. It highlights recent Form 4 filings concerning RSU vesting for the CIO and an RSU award for the CHRO, alongside the initial Form 3 filing for the new CHRO. The article also provides current stock data for STKL.
STKL SEC Filings - Sunopta Inc 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Sunopta Inc. (STKL) SEC filings, including annual 10-K reports, quarterly 10-Q reports, material event 8-K forms, and insider trading forms. It highlights recent insider trading activities, such as director Rebecca Fisher and Richard Dean Hollis boosting their stakes through equity grants, and Lauren McNamara converting RSUs. The platform offers AI-powered summaries to extract key information from these regulatory documents.
SunOpta Board Urges Shareholders to Back US$1.1 Billion Refresco Takeover
SunOpta's board is recommending shareholders approve a US$1.1 billion takeover by an affiliate of Refresco Holding B.V. The deal, valued at US$6.50 per share in cash, represents a 44% premium to SunOpta's recent average stock price. The board highlights the attractive EBITDA multiples and the certainty of an all-cash consideration as key benefits for shareholders.
SunOpta Files Circular and Proxy Statement for Special Meeting of Voting Shareholders and Announces Receipt of Interim Order
SunOpta Inc. has filed its management information circular and proxy statement for a special meeting of voting shareholders on April 16, 2026. Shareholders will vote on a plan of arrangement where Refresco Holding B.V. will acquire all outstanding common shares for US$6.50 per share in cash. The company's Board and a special committee unanimously recommend shareholders vote for the arrangement, citing compelling value and certainty of value for shareholders.
SunOpta mails proxy materials for $6.50 per share acquisition
SunOpta Inc. has mailed proxy materials for a special shareholder meeting on April 16, 2026, to vote on its acquisition by an affiliate of Refresco Holding B.V. Refresco plans to acquire all outstanding common shares for $6.50 per share in cash, totaling an enterprise value of approximately $1.1 billion. The board of directors recommends approval, noting the deal represents a significant premium and that InvestingPro analysis suggests the stock is currently undervalued.
SunOpta (STKL) SVP exercises 10,000 RSUs; 5,134 shares withheld for tax
SunOpta Inc.'s SVP of Supply Chain, Justin Kobler, exercised 10,000 restricted stock units (RSUs) on March 12, 2026, converting them into common shares. To cover income tax withholding, 5,134 shares were withheld by the company at $6.44 per share. Following these transactions, Kobler directly holds 30,787 common shares, with the RSUs vesting in three equal annual installments starting March 12, 2025.
Granahan Investment Management LLC Lowers Stock Position in SunOpta, Inc. $STKL
Granahan Investment Management LLC significantly reduced its stake in SunOpta, Inc. (NASDAQ:STKL) by 25.2% during the third quarter, now holding 2,728,251 shares valued at approximately $15.99 million. Despite this, other institutional investors have increased their positions in the company. Analyst ratings for SunOpta are mixed, with a consensus "Hold" rating and an $8.00 target price.
Cooperman Leon G Acquires 160,058 Shares of SunOpta, Inc. $STKL
Cooperman Leon G increased its stake in SunOpta, Inc. (NASDAQ:STKL) by 2.5% in the third quarter, acquiring an additional 160,058 shares. This makes SunOpta the 24th largest position in Cooperman Leon G's portfolio, representing 1.2% of its total holdings. Other institutional investors have also modified their positions in SunOpta, which currently holds a consensus "Hold" rating from analysts with an average target price of $8.00.
SunOpta (TSE:SOY) Share Price Crosses Above 200-Day Moving Average - What's Next?
SunOpta Inc. (TSE:SOY) recently saw its share price move above its 200-day moving average, reaching C$8.81 with a volume of 214,293 shares traded on Friday. This occurred despite William Blair downgrading the stock from "strong-buy" to "hold" on February 6th. The company, which specializes in plant-based and fruit-based foods, currently holds a consensus "Hold" rating from analysts.
SunOpta, Inc. $STKL Shares Sold by Barrow Hanley Mewhinney & Strauss LLC
Barrow Hanley Mewhinney & Strauss LLC reduced its stake in SunOpta, Inc. (NASDAQ:STKL) by 5.6% in the third quarter, selling 271,791 shares and now holding 4,587,996 shares valued at approximately $26.89 million. Despite this, other institutions have increased their holdings, and institutional investors collectively own about 85.39% of the company's stock. Analysts currently present a "Hold" consensus rating for SunOpta with a target price of $8.00.
Understanding Momentum Shifts in (STKL)
The article analyzes Sunopta Inc. (NASDAQ: STKL), highlighting a neutral sentiment across all time horizons, indicating potential sideways action. It identifies elevated downside risk due to the absence of long-term support signals. The analysis provides specific trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with entry zones, targets, and stop losses.
SunOpta, Inc. (NASDAQ:STKL) Receives Average Recommendation of "Hold" from Analysts
SunOpta, Inc. (NASDAQ:STKL) has received a consensus "Hold" recommendation from analysts, with an average 12-month price target of $8.00. Institutional investors own 85.39% of the company, with some recently increasing their stakes. The company's stock has a market capitalization of $778.21 million and a PE ratio of 33.95.
SunOpta (STKL) Earnings Turn To Profit And Test Bullish Growth Narratives
SunOpta (STKL) has turned a profit in Q3 FY 2025 with modest earnings, shifting from losses to net income. While the company's valuation appears attractive compared to its DCF fair value, its small trailing net income, a significant one-off loss, and weak interest coverage highlight ongoing financial fragility. Investors may find tension between the bullish long-term growth narrative and current financial metrics.
SunOpta Warns Shareholder Lawsuits Could Delay Proposed Arrangement and Hurt Business Performance
SunOpta Inc. (STKL) has disclosed a new risk concerning potential shareholder lawsuits related to its proposed arrangement. These lawsuits could delay or block the transaction, divert management's attention, and negatively impact the company's operations, financial condition, and overall business performance. Wall Street currently holds a Moderate Buy consensus rating for STKL.
STKL: Refresco Cash Deal And Downgrade Will Set Up Future Upside
Analysts have trimmed their price target for SunOpta (STKL) to $7.40, reflecting a more cautious stance despite unchanged core assumptions on growth and margins. This re-evaluation follows Refresco B.V.'s definitive agreement to acquire SunOpta for US$790 million, with shareholders receiving US$6.50 per share in cash. The deal is expected to close in Q2 2026, pending regulatory and shareholder approvals, and will result in SunOpta's delisting.
SunOpta 2025 10-K: Revenue $817.7M, EPS $0.13
SunOpta reported strong fiscal 2025 results, with revenue reaching $817.7 million, a 13.0% year-over-year increase driven by volume and mix gains. The company achieved diluted earnings per share of $0.13, moving from a net loss in the previous year to net earnings of $15.8 million, supported by higher gross profit and reduced operating expenses. Operational improvements and strategic capital investments were key factors in this performance.
Royce & Associates LP Reduces Holdings in SunOpta, Inc. $STKL
Royce & Associates LP has reduced its stake in SunOpta, Inc. (NASDAQ:STKL) by 13.8% in Q3, selling 204,500 shares and now owning 1,276,526 shares valued at $7.48 million, representing about 1.08% of the company. Despite this reduction, other major institutions like Thornburg, Heartland, GSA, and Vanguard increased their holdings, with institutional investors collectively owning 85.39% of SunOpta's stock. The company's stock currently trades around $6.46, with analysts having an average "Hold" rating and an $8.00 price target.
SunOpta surges 63% after InvestingPro Fair Value signal By Investing.com
InvestingPro's Fair Value models successfully identified SunOpta Inc. (NASDAQ:STKL) as significantly undervalued in April 2025, predicting a 49% upside. Over ten months, the company's stock delivered an impressive 63.22% return, demonstrating the accuracy of the valuation analysis. Key factors in the turnaround included revenue and EBITDA growth, a return to profitability with positive EPS, and insider stock acquisitions, leading to a "Buy" rating from Freedom Capital Markets.
SunOpta Inc. (STKL) to be acquired for $6.50 per share in cash – court‑approved arrangement
SunOpta Inc. has entered into an arrangement agreement to be acquired by Pegasus BidCo B.V. and 2786694 Alberta Ltd. for $6.50 per share in cash. The transaction, valued at approximately $1.1 billion and funded by committed debt financing, requires approval by at least 66 2/3% of votes cast by voting shareholders. The Company's Board and a Special Committee unanimously recommend voting for the arrangement, which is subject to closing conditions including regulatory clearances and a court-approved statutory plan.
Sunopta Inc expected to post earnings of 3 cents a share - Earnings Preview
Sunopta Inc (SOY) is projected to report earnings of 3 cents per share. This financial forecast is based on information from Refinitiv, providing an earnings preview for investors and interested parties ahead of the official announcement. The article indicates a brief read, suggesting concise financial reporting.
Thornburg Investment Management Inc. Buys 230,226 Shares of SunOpta, Inc. $STKL
Thornburg Investment Management Inc. increased its stake in SunOpta, Inc. by 12.4% in the third quarter, acquiring an additional 230,226 shares, bringing its total holdings to 2,088,513 shares valued at approximately $12.24 million. Institutional ownership of SunOpta is high at 85.39%, with other major institutional investors also adjusting their positions. Analysts currently have a "Hold" rating on STKL with an average target price of $8.00.
