CVCO
CAVCO INDUSTRIES, INC.
$562.96
+2.37%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders8 funds
Inst. Value$734.7M
Inst. Activity3 buys / 1 sells
Insider Activity4B / 3S
Insider Net $$678.2K
SEC Reports5
Recent Activity
Jun 2, 2026
other
Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing
New zoning laws set to expand placement of manufactured homes statewide, effective July 1 <pre>New z
Jun 1, 2026
SEC
Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares for tax withholding ($
CLUSTER — Impact 3/10
May 28, 2026
Insider
BIGBEE PAUL sold 200 shares
Chief Accounting Officer @ $537.75 ($107.5K)
May 28, 2026
Insider
Boor William C sold 13,100 shares
President & CEO @ $158.36 ($2.1M)
May 28, 2026
Insider
Boor William C sold 6,809 shares
President & CEO @ $546.24 ($3.7M)
May 27, 2026
SEC
A cluster of insider transactions at Cavco Industries includes one open-market sale by President Brian Cira ($16K) and f
CLUSTER — Impact 3/10
May 22, 2026
SEC
Cavco Industries reported fiscal Q4 2026 results with net revenue of $550M (+8% YoY) and diluted EPS of $5.42, beating c
8-K — Impact 5/10
Inst.
FMR LLC — TRIM
263,321 shares ($155.6M)
Price Targets
$625.00
+8.1% upside
Buy
Current $578.31
Low $575.00
Median $600.00
High $700.00
3 analysts
$575.00
$700.00
Analyst Ratings
2Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | UBS | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $5.55 ▼ -3.4% | $5.54 — $5.57 | -13% YoY | 2 |
| Next Q | $5.96 ▼ -7.4% | $5.60 — $6.31 | -9% YoY | 2 |
| Current FY | $23.95 ▼ -4.2% | $23.40 — $24.50 | -0% YoY | 2 |
| Next FY | $29.40 ▼ -2.0% | $29.30 — $29.50 | 23% YoY | 2 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares for tax withholding ($
Jun 1, 2026
NEUTRAL
CLUSTER
3/10
A cluster of insider transactions at Cavco Industries includes one open-market sale by President Brian Cira ($16K) and f
May 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $443.2M | — |
| FMR LLC | $155.6M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $60.4M | NEW |
| MORGAN STANLEY | $37.3M | ADD |
| BANK OF AMERICA CORP | $15.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | BIGBEE PAUL | SELL | $107.5K |
| May 28, 2026 | Boor William | M | $2.1M |
| May 28, 2026 | Boor William | F | $3.7M |
| May 28, 2026 | Boor William | M | $0.00 |
| May 22, 2026 | BIGBEE PAUL | F | $15.8K |
8 institutional holders with $734.7M total value (1,243,655 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 750,274 | $443.2M | 60.3% | — |
| 2 | FMR LLC | 263,321 | $155.6M | 21.2% | TRIM -54.2% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 102,239 | $60.4M | 8.2% | NEW |
| 4 | MORGAN STANLEY | 63,106 | $37.3M | 5.1% | ADD +58.4% |
| 5 | BANK OF AMERICA CORP /DE/ | 25,529 | $15.1M | 2.1% | ADD +46.9% |
| 6 | NORGES BANK | 17,622 | $10.4M | 1.4% | NEW |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 11,969 | $7.1M | 1.0% | DOUBLED +191.9% |
| 8 | WELLS FARGO & COMPANY/MN | 9,595 | $5.7M | 0.8% | ADD +81.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 574,666 | 263,321 | -54.2% | $155.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 17,622 | — | $10.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 4,100 | 11,969 | +191.9% | $7.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 5,279 | 9,595 | +81.8% | $5.7M | 2025-Q4 |
| UBS Group AG | ADD | 17,829 | 30,428 | +70.7% | $17.7M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 8,486 | 5,279 | -37.8% | $3.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 12,509 | 4,100 | -67.2% | $2.4M | 2025-Q3 |
| NORGES BANK | EXIT | 14,528 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 10,170 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 339,725 | 506,703 | +49.2% | $220.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 17,879 | 26,264 | +46.9% | $11.4M | 2025-Q2 |
| NORGES BANK | NEW | — | 14,528 | — | $6.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 2,346 | 12,509 | +433.2% | $5.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 10,170 | — | $4.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 4,190 | 8,104 | +93.4% | $4.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 3,546 | 2,346 | -33.8% | $1.2M | 2025-Q1 |
| NORGES BANK | EXIT | 39,733 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 11,001 | 17,134 | +55.7% | $7.6M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 2,809 | 4,190 | +49.2% | $1.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 4,746 | 3,546 | -25.3% | $1.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 109,453 | — | $46.9M | 2024-Q3 |
| MORGAN STANLEY | ADD | 55,588 | 88,051 | +58.4% | $37.7M | 2024-Q3 |
10 unique insiders with 7 transactions. Net insider value: $678.2K ($860.3K bought, $182.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | BIGBEE PAUL | Chief Accounting Officer | SELL | 200 | $537.75 | $107.5K |
| May 28, 2026 | Boor William C | President & CEO | M | 13,100 | $158.36 | $2.1M |
| May 28, 2026 | Boor William C | President & CEO | F | 6,809 | $546.24 | $3.7M |
| May 28, 2026 | Boor William C | President & CEO | M | 13,100 | $0.00 | $0.00 |
| May 22, 2026 | BIGBEE PAUL | Chief Accounting Officer | F | 31 | $509.17 | $15.8K |
| May 22, 2026 | CIRA BRIAN R | President,Manufactured Housing | SELL | 31 | $509.17 | $15.8K |
| May 22, 2026 | Boor William C | President & CEO | F | 577 | $509.17 | $293.8K |
| May 22, 2026 | Nino Matthew A | President, Retail | F | 29 | $509.17 | $14.8K |
| May 22, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | F | 22 | $509.17 | $11.2K |
| May 22, 2026 | BRANDOM JACK S | President, Financial Services | F | 11 | $509.17 | $5.6K |
| May 22, 2026 | SCHUKNECHT SETH G | EVP, General Counsel | F | 63 | $509.17 | $32.1K |
| May 20, 2026 | Boor William C | President & CEO | F | 516 | $495.11 | $255.5K |
| May 20, 2026 | BRANDOM JACK S | President, Financial Services | F | 12 | $495.11 | $5.9K |
| May 20, 2026 | BIGBEE PAUL | Chief Accounting Officer | F | 25 | $495.11 | $12.4K |
| May 20, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | F | 89 | $495.11 | $44.1K |
| May 20, 2026 | Fackrell Regan | President, Standard Casualty | F | 10 | $495.11 | $5.0K |
| May 20, 2026 | Nino Matthew A | President, Retail | F | 19 | $495.11 | $9.4K |
| May 20, 2026 | CIRA BRIAN R | President,Manufactured Housing | F | 26 | $495.11 | $12.9K |
| May 18, 2026 | Nino Matthew A | President, Retail | F | 242 | $458.11 | $110.9K |
| May 18, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | A | 1,141 | $0.00 | $0.00 |
| May 18, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | F | 1,894 | $458.11 | $867.7K |
| May 18, 2026 | Nino Matthew A | President, Retail | A | 264 | $0.00 | $0.00 |
| May 18, 2026 | Boor William C | President & CEO | A | 4,350 | $0.00 | $0.00 |
| May 18, 2026 | Boor William C | President & CEO | F | 4,701 | $458.11 | $2.2M |
| May 18, 2026 | BIGBEE PAUL | Chief Accounting Officer | A | 185 | $0.00 | $0.00 |
| May 18, 2026 | CIRA BRIAN R | President,Manufactured Housing | F | 368 | $458.11 | $168.6K |
| May 18, 2026 | SCHUKNECHT SETH G | EVP, General Counsel | F | 341 | $458.11 | $156.2K |
| May 18, 2026 | BIGBEE PAUL | Chief Accounting Officer | F | 336 | $458.11 | $153.9K |
| May 18, 2026 | CIRA BRIAN R | President,Manufactured Housing | A | 308 | $0.00 | $0.00 |
| May 18, 2026 | Fackrell Regan | President, Standard Casualty | A | 132 | $0.00 | $0.00 |
| May 18, 2026 | SCHUKNECHT SETH G | EVP, General Counsel | A | 461 | $0.00 | $0.00 |
| May 18, 2026 | BRANDOM JACK S | President, Financial Services | A | 132 | $0.00 | $0.00 |
| May 15, 2026 | Boor William C | President & CEO | F | 554 | $455.76 | $252.5K |
| May 15, 2026 | Nino Matthew A | President, Retail | F | 29 | $455.76 | $13.2K |
| May 15, 2026 | CIRA BRIAN R | President,Manufactured Housing | F | 44 | $455.76 | $20.1K |
| May 15, 2026 | BIGBEE PAUL | Chief Accounting Officer | F | 45 | $455.76 | $20.5K |
| May 15, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | SELL | 129 | $455.76 | $58.8K |
| Apr 18, 2026 | SCHUKNECHT SETH G | EVP, General Counsel | F | 41 | $539.06 | $22.1K |
| Apr 10, 2026 | Boor William C | President & CEO | M | 10,200 | $125.69 | $1.3M |
| Apr 10, 2026 | Boor William C | President & CEO | F | 4,987 | $519.67 | $2.6M |
| Apr 10, 2026 | Boor William C | President & CEO | M | 10,200 | $0.00 | $0.00 |
| Feb 13, 2026 | SCHUKNECHT SETH G | EVP, General Counsel | F | 44 | $590.38 | $26.0K |
| Feb 4, 2026 | Greenblatt David A. | Director | BUY | 87 | $500.00 | $43.5K |
| Feb 4, 2026 | Boor William C | President & CEO | BUY | 1,000 | $495.00 | $495.0K |
| Feb 3, 2026 | Greenblatt David A. | Director | BUY | 400 | $462.43 | $185.0K |
| Feb 2, 2026 | MOSTER STEVEN W | Director | BUY | 300 | $456.23 | $136.9K |
5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.4/10.
NEUTRAL
CLUSTER
3/10
Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares fo
Jun 1, 2026
NEUTRAL
CLUSTER
3/10
A cluster of insider transactions at Cavco Industries includes one open-market sale by President Bri
May 27, 2026
MIXED
8-K
5/10
Cavco Industries reported fiscal Q4 2026 results with net revenue of $550M (+8% YoY) and diluted EPS
May 22, 2026
BULLISH
PRESS-RELEASE
6/10
Cavco Industries reported Q4 FY2026 EPS of $5.42, a 2.3% beat vs the $5.30 consensus, on revenue of
May 21, 2026
NEUTRAL
PRESS-RELEASE
5/10
Cavco Industries reported Q3 FY2026 EPS of $5.58, a 5.3% beat vs. the $5.30 consensus estimate, thou
May 14, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (88% buy). Based on 8 analysts: 2 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$625.00 mean target
+8.1% upside
Buy (1.33)
$575.00 Low
$700.00 High
| Metric | Value |
|---|---|
| Current Price | $578.31 |
| Target Low | $575.00 |
| Target Mean | $625.00 |
| Target Median | $600.00 |
| Target High | $700.00 |
| # Analysts | 3 |
| Recommendation | Buy (1.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$5.55 | $5.54 | $5.57 | -13.5% | -3.4% | 0↑ 1↓ | $0.6B | 6.1% | 2 |
| Next Q 2026-09-30 |
$5.96 | $5.60 | $6.31 | -9.1% | -7.4% | 1↑ 0↓ | $0.6B | 7.6% | 2 |
| Current FY 2027-03-31 |
$23.95 | $23.40 | $24.50 | -0.1% | -4.2% | 0↑ 1↓ | $2.4B | 6.0% | 2 |
| Next FY 2028-03-31 |
$29.40 | $29.30 | $29.50 | 22.8% | -2.0% | — | $2.6B | 7.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $5.554 | |
| 7d ago | $5.680 | -0.126 |
| 30d ago | $5.750 | -0.196 |
| 60d ago | $5.750 | -0.196 |
| 90d ago | $5.750 | -0.196 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | UBS | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| May 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 2, 2026
other
Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing
New zoning laws set to expand placement of manufactured homes statewide, effective July 1 <pre>New zoning laws set to expand placement of manufactured
May 21, 2026
earnings
Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results
Cavco finishes fiscal year with record number of homes sold <pre>Cavco finishes fiscal year with record number of homes sold</pre>
May 21, 2026
earnings_calendar
CVCO Q4 2026 Earnings After Market Close — 2026-05-21
May 20, 2026
other
Cavco Industries Announces Building New Manufacturing Facility in El Mirage, Arizona
Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region <pre>Cav
May 20, 2026
earnings_calendar
CVCO Q4 2026 Earnings After Market Close — 2026-05-20
May 14, 2026
earnings
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Fourth Quarter and Year End Earnings Release and Conference Call Webcast
<p align="justify">Phoenix, May 14, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the fourth quarter and
Feb 27, 2026
short_interest
FTD: CVCO — 1,732 shares ($1.0M) failed to deliver
Settlement: 20260227, Price: $576.29, FTD Value: $998,134.28, CAVCO INDUSTRIES INC DEL