MGPI
MGP INGREDIENTS INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 MGP Ingredients reported a significant decline in 2025 full-year rev…
- S May 26 to May 27 2 days of insider sells: $1.1M by 1 insider, avg $18.00
- R Jul 29 MGP Ingredients reported Q2 2026 adjusted EPS of $0.72, a 43.3% beat…
- X Aug 14 Short interest jumps 25.1% to 1.10M
- S Aug 20 1 insider sell $586.2K at $17.76
- S Sep 16 1 insider sell $399.4K at $14.40
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $2.1M.
- InstitutionsMIXED
Q2 2026: 16 added (0 new), 14 trimmed or exited.
- AnalystsBULLISH
9 of 11 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.485 → $0.322 over 90 days. 0 up, 4 down in 30 days.
- Short sellersSTEADY
Short interest +11.7% to 1.18M shares. 4.2 days to cover, ≈5.5% of shares.
- TrendUPTREND
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | TRIM | $9.1M |
| AMERICAN CENTURY COMPANIES INC | ADD | $7.1M |
| GOLDMAN SACHS GROUP INC | ADD | $6.4M |
| MORGAN STANLEY | ADD | $5.6M |
| JPMORGAN CHASE & CO | ADD | $2.5M |
| NORGES BANK | DOUBLED | $1.5M |
| MARSHALL WACE, LLP | TRIM | $1.4M |
| Vanguard Global Advisers, LLC | ADD | $1.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analystsPrice is below the lowest target. Median implies +96%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Roth Capital MAINTAIN | Buy |
| Oct 5, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jul 30, 2026 | TD Cowen MAINTAIN | Hold |
| Jul 30, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jul 8, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jun 26, 2026 | TD Cowen MAINTAIN | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Roper Martin Director | AWARD | $38.7K |
| Sep 16, 2026 | Lux Leslie 10%+ Owner | SELL | $399.4K |
| Aug 20, 2026 | Lux Paul S. 10%+ Owner | SELL | $586.2K |
| Aug 4, 2026 | Francis Julie Maria President & CEO | TAX W/H | $34.1K |
| Jul 2, 2026 | Roper Martin Director | AWARD | $38.7K |
| May 27, 2026 | Kaplan Caroline Lux 10%+ Owner | SELL | $545.4K |
| May 26, 2026 | Kaplan Caroline Lux 10%+ Owner | SELL | $534.7K |
| May 14, 2026 | Romero Mercedes Director | AWARD | 5,801 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.32 | $0.26–$0.38 | -0.6% | $118.8M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $1.94 | $1.82–$2.03 | -1.0% | $503.1M |
Washington
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 0 bullish · 2 bearish · 1 mixed · 2 neutral- NEUTRAL 8-KOct 15, 2026
MGP Ingredients filed an 8-K announcing a corporate name change to Sempreon, Inc., effective…
Monitor the November 2, 2026 effective date for the ticker change to CASK. The rebranding is cosmetic with no operational or financial changes — no immediate trading catalyst.
- BEARISH 8-KJul 29, 2026
MGP Ingredients reported Q2 2026 adjusted EPS of $0.72, a 43.3% beat vs the $0.50 consensus, and…
The headline EPS beat is overshadowed by a sharp 15% revenue decline, collapsing margins in Ingredient Solutions, and a doubling of net leverage to 3.5x. Monitor the Distilling Solutions brown goods…
- MIXED 8-KApr 29, 2026
MGP Ingredients reported Q1 2026 results with a 13% YoY revenue decline to $106.4M, in line with…
The adjusted EPS beat and reaffirmed guidance provide a near-term floor, but the 13% revenue decline and ongoing brown goods weakness cap upside. Watch for stabilization in Distilling Solutions…
- NEUTRAL 8-KApr 7, 2026
MGP Ingredients announced the temporary idling of distilling operations at its two Kentucky…
Monitor inventory levels and market demand for American whiskey; assess whether this temporary idling becomes permanent. The reaffirmed guidance suggests management expects this to be a short-term…
All MGPI filing & press-release reports (5)
- 8-K reportOct 15, 2026
- 8-K reportJul 29, 2026
- 8-K reportApr 29, 2026
- 8-K reportApr 7, 2026
- 8-K reportFeb 25, 2026