SecBot SecBot

CVCO

CAVCO INDUSTRIES, INC.
Nasdaq· Mobile Homes· Inc. DE· CIK 0000278166 Industrials & Manufacturing
$531.53 −2.72 (−0.51%)
Oct 26 4:00 PM ET · prev $534.25
Market cap
$4.2B
Mid cap
Consensus
Buy
82% Buy or better · 11 analysts
Median target
$670.00
+26% · range $600.00–720.00
Next earnings
Oct 29
in 3 days
1 year
−9.7%
from $588.47 · Oct 27
30 days
−4.7%
from $557.53
52-week range
$455.76–697.76
−24% from high · low May 15
Avg volume 20D
101.1K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$2.3M
0 buyers · 5 sellers · since May 18
New fund stakes
4
Q2 2026 13F · 1 exit
Filing reports
7
analyzed by SecBot
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1 ·Next Earnings date, Oct 29, 2026
Strongest NEUTRAL Cavco Industries announced it will release fiscal Q2 2026 earnings on an unspecified date. The press release…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

  • R May 21 Cavco Industries reported Q4 FY2026 EPS of $5.42, a 2.3% beat vs the…
  • S May 22 to May 28 2 days of insider sells: $123.3K by 2 insiders, avg $533.91
  • S Jun 9 to Jun 12 2 days of insider sells: $1.0M by 2 insiders, avg $596.71
  • S Jun 25 1 insider sell $920.6K at $625.00
  • I Jun 30 4 funds open new positions (13F)
  • S Jul 30 1 insider sell $17.1K at $569.96
  • S Aug 18 1 insider sell $202.5K at $592.00
  • A Sep 30 Oppenheimer initiates

Signal stack

Where each data set points today.

  • InsidersBEARISH

    5 insiders sold $2.3M.

  • InstitutionsBULLISH

    Q2 2026: 34 added (4 new), 16 trimmed or exited. Largest new: Duquesne Family Office $24.3M, Healthcare Of Ontario Pension Plan Trust Fund $15.5M.

  • AnalystsBULLISH

    9 of 11 rate it Buy or better. Every target is above the price.

  • TrendDOWNTREND

    4% below its 50-day average.

Who's buying

13F· Q2 2026
4
new positions
1
exit
$63.6M
in new stakes
FundMoveSharesValue
AMERIPRISE FINANCIAL INCADD180,511$110.9M
FMR LLCTRIM109,289$67.1M
VICTORY CAPITAL MANAGEMENT INCADD105,872$65.0M
MARSHALL WACE, LLPDOUBLED74,839$46.0M
GOLDMAN SACHS GROUP INCTRIM61,679$37.9M
Nuveen, LLCADD57,303$35.2M
Duquesne Family Office LLCNEW39,500$24.3M
BANK OF AMERICA CORP /DE/ADD38,557$23.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts
Buy 82% rate it Buy or better
Strong Buy3Buy6Hold2Sell0Strong Sell0
12-month targets · 4 analysts

Price is below the lowest target. Median implies +26%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 30, 2026Oppenheimer
INITIATE
INITIATEOutperform
Jun 5, 2026UBS
INITIATE
INITIATEBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$2.3M
sold · 5 insiders
DateInsiderTypeValue
Aug 18, 2026
BIGBEE PAUL
Chief Accounting Officer
SELL$202.5K
Aug 11, 2026
KERLEY RICHARD A
Director
GIFT290 sh
Jul 30, 2026
Daniels Lisa Lynn
Director
SELL$17.1K
Jul 30, 2026
Boor William C
President & CEO
TAX W/H$72.0K
Jul 27, 2026
BUNGER STEVEN G
Director
AWARD311 sh
Jul 27, 2026
KERLEY RICHARD A
Director
AWARD225 sh
Jul 27, 2026
MOSTER STEVEN W
Director
AWARD225 sh
Jul 27, 2026
Blount Susan L
Director
AWARD225 sh

Earnings setup

Estimates
Oct 29
reports in 3 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 Press
Cavco Industries announced it will release fiscal Q2 2026 earnings on an unspecified date. The press release contains…
Impact 2/10
Oct 22, 2026 Announcement
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 Second Quarter Earnings Release and Conference Call Webcast
Phoenix, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnin
Aug 18, 2026 Insider
BIGBEE PAUL sold 342 shares
Chief Accounting Officer @ $592.00 ($202.5K)
Aug 11, 2026 Insider
KERLEY RICHARD A gifted 290 shares
Director
Jul 30, 2026 Insider
Daniels Lisa Lynn sold 30 shares
Director @ $569.96 ($17.1K)
Jul 23, 2026 Press
Cavco Industries announced it will release fiscal Q1 2026 earnings on July 30 after market close, with a management…
Impact 2/10
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — ADD
180,511 shares ($110.9M)
Jun 30, 2026 Inst.
FMR LLC — TRIM
109,289 shares ($67.1M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Oct 29, 2026
Earnings date
CVCO Q2 2027 Earnings Scheduled — 2026-10-29
Recent
Oct 22, 2026
Announcement
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 Second Quarter Earnings Release and Conference Call Webcast
Phoenix, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the second quarter ended September 26…
Sep 17, 2026
Press release
Cavco Unveils Grande Arbor, First HUD-Code Manufactured Home Built Without a Steel Chassis, at 2026 Innovative Housing Showcase
New double grande suite floor plan targets growing demand for multigenerational living New double grande suite floor plan targets growing demand for…
Jul 30, 2026
Earnings date
CVCO Q1 2027 Earnings Scheduled — 2026-07-30
Jul 23, 2026
Announcement
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 First Quarter Earnings Release and Conference Call Webcast
Phoenix, July 23, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the first quarter ended June 27, 2026 on…
Jun 1, 2026
Press release
Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing
New zoning laws set to expand placement of manufactured homes statewide, effective July 1 New zoning laws set to expand placement of manufactured…

SecBot reports

7 filings · 2 press releases · 1 bullish · 0 bearish · 1 mixed · 5 neutral
All CVCO filing & press-release reports (9)