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

342.8K

≈4.5% of shares · −5.4%

Days to cover

3.0

at average volume

Insider net

−$2.3M

0 buyers · 5 sellers · since May 18

New fund stakes

Q2 2026 13F · 1 exit

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.
Short sellersSTEADY

Short interest −5.4% to 342.8K shares. 3.0 days to cover, ≈4.5% of shares.
TrendDOWNTREND

4% below its 50-day average.

Who's buying

13F· Q2 2026

new positions

exit

$63.6M

in new stakes

Fund	Move	Shares	Value
AMERIPRISE FINANCIAL INC	ADD	180,511	$110.9M
FMR LLC	TRIM	109,289	$67.1M
VICTORY CAPITAL MANAGEMENT INC	ADD	105,872	$65.0M
MARSHALL WACE, LLP	DOUBLED	74,839	$46.0M
GOLDMAN SACHS GROUP INC	TRIM	61,679	$37.9M
Nuveen, LLC	ADD	57,303	$35.2M
Duquesne Family Office LLC	NEW	39,500	$24.3M
BANK OF AMERICA CORP /DE/	ADD	38,557	$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

$531.53 $600.00 $670.00 $720.00

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

Recent actions

Date	Firm	Action	Rating
Sep 30, 2026	Oppenheimer INITIATE	INITIATE	Outperform
Jun 5, 2026	UBS INITIATE	INITIATE	Buy

Insider ledger

Form 4

bought · 0 insiders

$2.3M

sold · 5 insiders

Date	Insider	Type	Value
Aug 18, 2026	BIGBEE PAUL Chief Accounting Officer	SELL	$202.5K
Aug 11, 2026	KERLEY RICHARD A Director	GIFT	290 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	AWARD	311 sh
Jul 27, 2026	KERLEY RICHARD A Director	AWARD	225 sh
Jul 27, 2026	MOSTER STEVEN W Director	AWARD	225 sh
Jul 27, 2026	Blount Susan L Director	AWARD	225 sh

Earnings setup

Estimates

Oct 29

reports in 3 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D 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