TPB
Turning Point Brands, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 7 Turning Point Brands reported Q1 2026 revenue of $124.3M (+16.8% YoY…
- A May 8 Needham upgrades
- S May 12 1 insider sell $366.7K at $91.67
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider sold $366.7K.
- InstitutionsMIXED
Q2 2026: 21 added (1 new), 21 trimmed or exited. Largest new: Mackenzie Financial $17.2M.
- AnalystsBULLISH
9 of 10 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.455 → $0.317 over 90 days. 1 up, 0 down in 30 days.
- TrendDOWNTREND
5% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | $82.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | $53.2M |
| BANK OF AMERICA CORP /DE/ | ADD | $47.3M |
| Qube Research & Technologies Ltd | DOUBLED | $38.5M |
| MORGAN STANLEY | DOUBLED | $28.4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | $22.4M |
| D. E. Shaw & Co., Inc. | ADD | $19.6M |
| MACKENZIE FINANCIAL CORP | NEW | $17.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
10 analystsPrice is below the lowest target. Median implies +85%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Sep 22, 2026 | Oppenheimer MAINTAIN | Outperform |
| May 8, 2026 | Needham UPGRADE | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| May 12, 2026 | Wigginton Brian Sr VP Finance & CAO | SELL | $366.7K |
| May 11, 2026 | Baxter Gregory H.A. Director | AWARD | $120.1K |
| May 11, 2026 | Catsimatidis John A. Jr Director | AWARD | $120.1K |
| May 11, 2026 | Frushone Ashley Davis Director | AWARD | $120.1K |
| May 11, 2026 | Diao H.C. Charles Director | AWARD | $120.1K |
| May 11, 2026 | Usher Stephen Director | AWARD | $120.1K |
| May 11, 2026 | Shanahan Kathleen M Director | AWARD | $120.1K |
| May 11, 2026 | Wexler Lawrence Director | AWARD | $120.1K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.32 | $0.25–$0.37 | -7.5% | $147.8M |
| Next Q | $0.34 | $0.26–$0.40 | -26.9% | $152.0M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | $2.25 | $1.66–$2.57 | -7.2% | $639.2M |
Short side
FINRA· Oct 15, 2026SecBot reports
3 filings · 0 bullish · 0 bearish · 1 mixed · 2 neutral- NEUTRAL 8-KAug 4, 2026
{ "summary": "Turning Point Brands reported Q2 2026 results with Modern Oral net sales surging…
LLM returned non-JSON response. Review the filing manually.
- MIXED 8-KMay 7, 2026
Turning Point Brands reported Q1 2026 revenue of $124.3M (+16.8% YoY), beating consensus of…
The modern oral category is accelerating and management raised full-year guidance, but earnings contraction, soaring SG&A costs, and negative operating cash flow warrant caution. Next quarter's data…
- NEUTRAL INST-CLUSTERFeb 28, 2026
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — increased their…
Monitor for follow-up activity from active managers; current buying is passive-driven, which may reflect mechanical rebalancing rather than fundamental optimism. A breakout above key resistance…
All TPB filing & press-release reports (3)
- 8-K reportAug 4, 2026
- 8-K reportMay 7, 2026
- INST-CLUSTER reportFeb 28, 2026