MBUU
MALIBU BOATS, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells in 12 months. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 18 added (0 new), 11 trimmed or exited.
- AnalystsBULLISH
9 of 16 rate it Buy or better. Every target is above the price.
- TrendDOWNTREND
11% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | $7.7M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $6.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | $6.4M |
| MORGAN STANLEY | TRIM | $5.2M |
| GOLDMAN SACHS GROUP INC | ADD | $5.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $3.9M |
| JPMORGAN CHASE & CO | DOUBLED | $3.4M |
| D. E. Shaw & Co., Inc. | DOUBLED | $2.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is below the lowest target. Median implies +55%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 23, 2026 | Truist Securities MAINTAIN | Hold |
| Jul 6, 2026 | Truist Securities MAINTAIN | Hold |
| Jun 15, 2026 | DA Davidson MAINTAIN | Neutral |
| Jun 4, 2026 | DA Davidson MAINTAIN | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Lanigan Mark W. Director | AWARD | $20.7K |
| Oct 1, 2026 | Connolly Michael Director | AWARD | $20.1K |
| Aug 5, 2026 | Menneto Steven Chief Executive Officer | TAX W/H | $154.9K |
| Jul 1, 2026 | Connolly Michael Director | AWARD | $19.9K |
| Jul 1, 2026 | Lanigan Mark W. Director | AWARD | $20.4K |
| May 6, 2026 | Black David Scott Chief Financial Officer | TAX W/H | $2.7K |
| May 6, 2026 | Black David Scott Chief Financial Officer | TAX W/H | $19.7K |
| May 6, 2026 | Black David Scott Chief Financial Officer | TAX W/H | $2.0K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | $0.24 | $0.16–$0.43 | -2.7% | $248.4M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 1 press release · 0 bullish · 1 bearish · 7 neutral- BEARISH SC 13G/AOct 23, 2026
Cooke & Bieler LP filed an amended Schedule 13G disclosing a 4.8% passive stake in Malibu Boats…
Monitor for further selling by Cooke & Bieler; a drop below 5% removes the filing obligation, so future 13G filings may cease. The reduction signals reduced conviction from a long-term institutional…
- NEUTRAL PRESS-RELEASEOct 22, 2026
Malibu Boats, Inc. announced it will report its fiscal Q1 2027 results on November 5, 2026.
- NEUTRAL EFFECTSep 9, 2026
Malibu Boats' Form S-3 universal shelf registration (File No. 333-298613) was declared effective…
The shelf is now live — watch for a prospectus supplement or Form 424B5 announcing an actual takedown. A $300M draw would be significantly dilutive at the current market cap, so any offering…
- NEUTRAL S-3Aug 28, 2026
Malibu Boats filed a universal shelf registration statement on Form S-3, registering up to $300M…
Monitor for any prospectus supplement that would indicate an actual offering, which would trigger dilution or debt issuance. The shelf filing itself is routine and does not change the company's…
All MBUU filing & press-release reports (9)
- SC 13G/A reportOct 23, 2026
- PRESS-RELEASE reportOct 22, 2026
- EFFECT reportSep 9, 2026
- S-3 reportAug 28, 2026
- 8-K reportAug 28, 2026
- 8-K reportAug 24, 2026
- PRESS-RELEASE reportAug 14, 2026
- 8-K reportJul 13, 2026
- PRESS-RELEASE reportMar 2, 2026