SecBot SecBot

LWAY

Lifeway Foods, Inc.
Nasdaq· Dairy Products· Inc. IL· CIK 0000814586 Consumer & Retail
$23.00 +0.54 (+2.40%)
Oct 26 4:00 PM ET · prev $22.46
Market cap
$346.2M
Small cap
Consensus
Buy
89% Buy or better · 9 analysts
Median target
$32.00
+39% · range $32.00–35.00
Next earnings
Nov 16
in 20 days
1 year
−10.7%
from $25.77 · Oct 27
30 days
+7.7%
from $21.36
52-week range
$17.80–32.33
−29% from high · low Mar 20
Avg volume 20D
129.3K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$10.6M
2 buyers · 2 sellers · since Jun 24
New fund stakes
1
Q2 2026 13F · 0 exits
Filing reports
20
analyzed by SecBot
SecBot read BEARISH 3 reports · 90 days
Balance 2 bearish · 1 bullish oldest → newest, height = score
Avg score ·High conf. 1/3 ·Next Earnings date, Nov 16, 2026

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. Every target is above the price.

  • TrendDOWNTREND

    3% below its 50-day average.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$17.5M
in new stakes
FundMoveSharesValue
CITADEL ADVISORS LLCDOUBLED930,109$27.8M
WELLINGTON MANAGEMENT GROUP LLPNEW585,100$17.5M
VANGUARD CAPITAL MANAGEMENT LLCADD366,771$10.9M
Squarepoint Ops LLCDOUBLED124,294$3.7M
VANGUARD PORTFOLIO MANAGEMENT LLCDOUBLED104,564$3.1M
JANE STREET GROUP, LLCDOUBLED98,504$2.9M
UBS Group AGDOUBLED78,800$2.4M
GOLDMAN SACHS GROUP INCADD65,918$2.0M

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

The Street

9 analysts
Buy 89% rate it Buy or better
Strong Buy3Buy5Hold1Sell0Strong Sell0
12-month targets · 3 analysts

Price is below the lowest target. Median implies +39%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Aug 14, 2026Freedom Broker
UPGRADE
UPGRADEBuy
May 15, 2026Freedom Broker
DOWNGRADE
DOWNGRADEHold

Washington

Ended · Lobbying Q3 2026
Lobbying Q3 None last Q4 2025
YoY n/a vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
FOOFood Industry (safety, labeling, etc.)HCRHealth Issues

Corporate Lobbying

This company's lobbying spend, firms, issues and congressional activity are for subscribers.

Subscribe for Full Access

Insider ledger

Form 4
$8.3M
bought · 2 insiders
$19.0M
sold · 2 insiders
−2.9%
vs their $23.70 cost
DateInsiderTypeValue
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
AWARD782 sh
Sep 30, 2026
Dalto Juan Carlos
Director
AWARD708 sh
Sep 30, 2026
SCHER JASON SCOTT
Director
AWARD1,166 sh
Sep 30, 2026
Harris Andee
Director
AWARD797 sh

Earnings setup

Estimates
Nov 16
reports in 20 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 26, 2026 Routine
🔒 Fresh data, subscribers only
Oct 13, 2026 Insider
SMOLYANSKY EDWARD sold 30,000 shares
10%+ Owner @ $22.64 ($679.2K)
Oct 6, 2026 Insider
Divisadero Street Capital Management, LP bought 50,000 shares
10%+ Owner @ $20.80 ($1.0M)
Oct 5, 2026 Insider
Divisadero Street Capital Management, LP bought 36,202 shares
10%+ Owner @ $21.01 ($760.5K)
Aug 19, 2026 SEC
Lifeway Foods insiders are sending mixed signals after Q2 earnings revealed record revenue but a severe margin…
CLUSTER — Impact 6/10
Aug 17, 2026 SEC
Lifeway Foods' 10% owner Smolyansky sold $1.0M of stock at $28.74 while another 10% owner, Divisadero Street Capital…
CLUSTER — Impact 6/10
Aug 13, 2026 SEC
Lifeway Foods reported record Q2 2026 net sales of $66.9M, up 24.1% YoY, marking the 27th consecutive quarter of…
8-K — Impact 6/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
930,109 shares ($27.8M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent

SecBot reports

20 filings · 6 bullish · 7 bearish · 1 mixed · 6 neutral
All LWAY filing & press-release reports (20)