LWAY
Lifeway Foods, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 1 Lifeway Foods projected first-quarter 2026 net sales between $60.8 m…
- S Jun 24 to Jul 7 7 days of insider sells: $10.2M by 2 insiders, avg $29.58
- S Jul 15 to Jul 22 2 days of insider sells: $5.2M by 2 insiders, avg $30.88
- S Aug 12 to Aug 14 2 days of insider sells: $2.9M by 1 insider, avg $26.50
- B Aug 13 to Aug 19 4 days of insider buys: $6.2M by 2 insiders, avg $24.85
- A Aug 14 Freedom Broker upgrades
- X Sep 30 Short interest jumps 33.5% to 685.1K
- B Oct 2 to Oct 6 3 days of insider buys: $2.2M by 1 insider, avg $20.92
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders bought $8.3M at an average $23.70. 2 insiders sold $19.0M.
- InstitutionsBULLISH
Q2 2026: 16 added (1 new), 4 trimmed or exited. Largest new: Wellington Management Group $17.5M.
- AnalystsBULLISH
8 of 9 rate it Buy or better.
- Short sellersSTEADY
Short interest −2.2% to 670.2K shares. 4.5 days to cover, ≈4.4% of shares.
- TrendDOWNTREND
1% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | $27.8M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $17.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | $10.9M |
| Squarepoint Ops LLC | DOUBLED | $3.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $3.1M |
| JANE STREET GROUP, LLC | DOUBLED | $2.9M |
| UBS Group AG | DOUBLED | $2.4M |
| GOLDMAN SACHS GROUP INC | ADD | $2.0M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
9 analysts| Date | Firm | Rating |
|---|---|---|
| Aug 14, 2026 | Freedom Broker UPGRADE | Buy |
| May 15, 2026 | Freedom Broker DOWNGRADE | Hold |
Washington
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 13, 2026 | SMOLYANSKY EDWARD 10%+ Owner | SELL | $679.2K |
| Oct 6, 2026 | Divisadero Street Capital Management, LP 10%+ Owner | BUY | $1.0M |
| Oct 5, 2026 | Divisadero Street Capital Management, LP 10%+ Owner | BUY | $760.5K |
| Oct 2, 2026 | Divisadero Street Capital Management, LP 10%+ Owner | BUY | $368.7K |
| Sep 30, 2026 | Chartier Kirk Director | AWARD | 782 sh |
| Sep 30, 2026 | Dalto Juan Carlos Director | AWARD | 708 sh |
| Sep 30, 2026 | SCHER JASON SCOTT Director | AWARD | 1,166 sh |
| Sep 30, 2026 | Harris Andee Director | AWARD | 797 sh |
Earnings setup
EstimatesRevision 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 | |||
Short side
FINRA· Oct 15, 2026SecBot reports
20 filings · 6 bullish · 7 bearish · 1 mixed · 6 neutral- BEARISH CLUSTERAug 19, 2026
Lifeway Foods insiders are sending mixed signals after Q2 earnings revealed record revenue but a…
The large sale by Edward Smolyansky (10% owner and likely family member) for ~$1.9M is the dominant signal here, outweighing the CEO's small buy and the fund's purchases. This suggests insider…
- BULLISH CLUSTERAug 17, 2026
Lifeway Foods' 10% owner Smolyansky sold $1.0M of stock at $28.74 while another 10% owner…
The massive open-market buy by Divisadero (~$6.1M total) is the dominant signal here — per the academic literature, cluster buys by 10% owners are strongly predictive of ~6% abnormal returns over…
- BEARISH 8-KAug 13, 2026
Lifeway Foods reported record Q2 2026 net sales of $66.9M, up 24.1% YoY, marking the 27th…
The margin compression is severe and real — net income dropped 97% despite record revenue. Management's guidance for a 2027 recovery offers no near-term catalyst. Monitor milk cost trends and Q3…
- BEARISH CLUSTERJul 23, 2026
Two Smolyansky family insiders sold a combined $2.54M in LWAY shares over the past week…
The Smolyansky family's continued selling warrants monitoring; if the pace accelerates, it could signal a lack of confidence. However, given the stock's recent rally, profit-taking is a plausible…
All LWAY filing & press-release reports (20)
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 17, 2026
- 8-K reportAug 13, 2026
- CLUSTER reportJul 23, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 26, 2026
- CLUSTER reportJun 26, 2026
- 8-K reportJun 3, 2026
- DEFA14A reportJun 3, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 18, 2026
- 8-K reportMay 14, 2026
- 8-K reportMay 14, 2026
- DEFA14A reportApr 30, 2026
- 8-K reportApr 1, 2026
- 144 reportApr 20, 2026
- 8-K reportMar 11, 2026
- INST-CLUSTER reportFeb 28, 2026