Market Cap
$4.7B
SKY
Champion Homes, Inc.
$87.36 ▼ -0.14%
Prev close $87.48Market cap$4.7B
ConsensusStrong Buy
12-mo target$103.50 (+18.5%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)33 New Institutional Positions17 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on SKY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$4.4B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $1.4M sell
Insider Net $
-$1.4M
SEC Reports
4
Congressional
2 trades
Price chart 30d +1.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 26, 2026 Insider
Haack Michael was granted 1,645 shares
Director
Aug 15, 2026 Insider
Krueger Laurel surrendered for taxes 1,356 shares
CLO & Secretary @ $94.53 ($128.2K)
Aug 15, 2026 Insider
Aug 12, 2026 SEC LYALL JONATHAN WADE surrendered for taxes 1,804 shares
EVP Sales/Business Development @ $94.53 ($170.5K)
Two Champion Homes directors sold a combined $244K in open-market sales over a 4-day window. The total value is ~0.005%
CLUSTER — Impact 2/10
Aug 4, 2026 earnings_calendar
SKY Q1 2027 Earnings Scheduled — 2026-08-04
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
1,372,109 shares ($120.9M)
Jun 30, 2026 Inst.
Jun 1, 2026 SEC Point72 Asset Management, L.P. — ADD
952,336 shares ($83.9M)
Tawn Kelley resigned as Chair and board member of Champion Homes, effective immediately, with no disagreement cited. Mic
8-K — Impact 2/10
Analyst ratings buy % +28.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Oppenheimer | INITIATE | Perform | 52% |
| Aug 6, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 6, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 5, 2026 | Citigroup | INITIATE | Buy | 55% |
| May 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 8 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 1 | 8 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 1 | 8 | 2 | 0 | 0 | 82% | |
| Jun 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 1 | 6 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 1 | 6 | 3 | 0 | 0 | 70% |
Price targets
Where 6 covering analysts think SKY trades over the next 12 months.
$103.50 +18.5% upside Buy
Current$87.36 Low$90.00 Median$104.00 High$115.00 6 analysts
$90.00$115.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 3 neutral · avg impact 3.3/10.
NEUTRALCLUSTER2/10
Two Champion Homes directors sold a combined $244K in open-market sales over a 4-day window. The tot
Aug 12, 2026
NEUTRAL8-K2/10
Tawn Kelley resigned as Chair and board member of Champion Homes, effective immediately, with no dis
Jun 1, 2026
BEARISH8-K6/10
Champion Homes reported Q4 FY2026 GAAP EPS of $0.53, missing the $0.63 consensus by 16%, while reven
May 26, 2026
NEUTRAL8-K3/10
Champion Homes, Inc. appointed Timothy Kingston as Chief Accounting Officer and principal accounting
Mar 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 4, 2026
earnings_calendar
SKY Q1 2027 Earnings Scheduled — 2026-08-04
Jul 31, 2026
short_interest_report
Short Interest: SKY down 40% to 2.7M shares
Settlement 2026-07-31 | Days to cover: 4.79 | ≈5.04% of shares outstanding (est.)
Jun 29, 2026
ftd
FTD: SKY — 146,240 shares ($13.0M) failed to deliver
Settlement: 20260629, Price: $88.82, FTD Value: $12,989,036.8, CHAMPION HOMES, INC.
Jun 17, 2026
short_volume
Short Volume: SKY — 55.0% short (0.3M / 0.5M)
Short: 281,536 | Exempt: 195 | TRF Vol: 511,845 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Jun 12, 2026
ftd
FTD: SKY — 6,529 shares ($0.5M) failed to deliver
Settlement: 20260612, Price: $80.46, FTD Value: $525,323.34, CHAMPION HOMES, INC.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.94 | $0.91–$0.98 | -6.4% | +6.7% | 5↑ 1↓ | $0.7B | 6 |
| Next Q | $0.92 | $0.76–$0.99 | -3.8% | +2.4% | 5↑ 1↓ | $0.7B | 6 |
| Current FY | $3.48 | $3.26–$3.65 | -9.7% | +2.4% | 4↑ 1↓ | $2.8B | 6 |
| Next FY | $4.26 | $3.81–$4.61 | 22.6% | +6.1% | 6↑ 0↓ | $3.0B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.945 | — |
| 7d ago | $0.885 | +0.060 |
| 30d ago | $0.885 | +0.060 |
| 60d ago | $0.885 | +0.060 |
| 90d ago | $0.997 | -0.052 |
Institutional ownership
Which big funds own SKY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.4B total value (49,436,046 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, WELLINGTON. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,014,453 | $794.4M | 18.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,298,843 | $290.7M | 6.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 3,214,115 | $283.2M | 6.5% | — |
| STATE STREET CORP | 2,953,488 | $260.3M | 6.0% | — |
| WASATCH ADVISORS LP | 2,747,516 | $242.1M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,480,769 | $218.6M | 5.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,765,629 | $155.6M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,413,921 | $124.6M | 2.9% | — |
| GOLDMAN SACHS GROUP INC | 1,372,109 | $120.9M | 2.8% | ADD +63.8% |
| Invesco Ltd. | 1,243,294 | $109.6M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 837,499 | 1,372,109 | +63.8% | $120.9M |
| Point72 Asset Management, L.P. | ADD | 663,126 | 952,336 | +43.6% | $83.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 320,591 | 752,891 | +134.8% | $66.3M |
| Alyeska Investment Group, L.P. | ADD | 444,482 | 588,436 | +32.4% | $51.9M |
| Rockefeller Capital Management L.P. | ADD | 230,181 | 452,258 | +96.5% | $39.9M |
| GENDELL JEFFREY L | ADD | 317,097 | 425,360 | +34.1% | $37.5M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 197,872 | 416,457 | +110.5% | $36.7M |
| NORGES BANK | NEW | — | 407,345 | — | $35.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 57,112 | 402,614 | +605.0% | $35.5M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 776,353 | 397,530 | -48.8% | $35.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 47 transactions. Net -$1.4M — $0.00 bought, $1.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Haack Michael | Director | AWARD | 1,645 | — | — |
| Aug 15, 2026 | Krueger Laurel | CLO & Secretary | TAX W/H | 1,356 | $94.53 | $128.2K |
| Aug 15, 2026 | LYALL JONATHAN WADE | EVP Sales/Business Development | TAX W/H | 1,804 | $94.53 | $170.5K |
| Aug 10, 2026 | Berman Michael B | Director | SELL | 1,500 | $93.22 | $139.8K |
| Aug 7, 2026 | Helgren Erin Claire | Director | SELL | 1,100 | $95.00 | $104.5K |
| Aug 1, 2026 | Krueger Laurel | SVP, Gen. Counsel & Secretary | TAX W/H | 750 | $79.61 | $59.7K |
| Jul 30, 2026 | Berman Michael B | Director | AWARD | 1,867 | — | — |
| Jul 30, 2026 | Robinette Gary E | Director | AWARD | 1,867 | — | — |
| Jul 30, 2026 | Patel Nikul | Director | AWARD | 1,867 | — | — |
| Jul 30, 2026 | Fedewa Mary | Director | AWARD | 1,867 | — | — |
Congressional trades
SKY trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Skyline Champion Corp | Apr 8, 2026(37d) |
| Feb 23, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Skyline Champion Corp | Mar 10, 2026(16d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SKY.
Shares short
2,901,618
Settlement Sep 15, 2026
Change vs prior
+9.3%
Semi-monthly cycle
Days to cover
6.0
At avg daily volume
Of shares outstanding
≈5.3%
Estimate — not % of float
All SKY filing & press-release reports (4)
- CLUSTER reportAug 12, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 26, 2026
- 8-K reportMar 3, 2026