LEGH

Legacy Housing Corp

Nasdaq · Mobile Homes · Inc. TX · CIK 0001436208
$25.00 -0.16% $594.5M
High Impact Filing (7/10)5 New Institutional Positions3 Institutional Exits
Vol
Market Cap$594.5M
Cap SizeSmall Cap
Inst. Holders44 funds
Inst. Value$101.2M
Inst. Activity5 buys / 3 sells
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Mobile Homes·Inc. TX·CIK 0001436208·Prev Close $25.04

Recent Activity

May 13, 2026 earnings_calendar
LEGH Q1 2026 Earnings After Market Close — 2026-05-13
May 8, 2026 SEC
Legacy Housing reported Q1 2026 net revenue of $34.4M (-3.7% YoY), missing the $53.2M consensus by 35%, and EPS of $0.46
8-K — Impact 7/10
May 7, 2026 SEC
Legacy Housing reported Q1 2026 revenue of $34.4M, down 3.7% YoY, but EPS rose 7% to $0.46. A $7.1M deposit for a large
PRESS-RELEASE — Impact 5/10
May 5, 2026 SEC
Legacy Housing Corporation announced it will release Q1 2026 financial results after market close on May 7, 2026, follow
PRESS-RELEASE — Impact 2/10
Mar 23, 2026 Event
LOTRONEX
WARNING: SERIOUS GASTROINTESTINAL ADVERSE REACTIONS Infrequent but serious gastrointestinal adverse
Dec 19, 2025 Insider
Langbert Jon was granted 25,189 shares
Chief Financial Officer
Inst.
YACKTMAN ASSET MANAGEMENT LP — DOUBLED
705,675 shares ($14.4M)
Inst.
Point72 Asset Management, L.P. — TRIM
45,314 shares ($925.8K)

Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$26.00 (Nov 2025)
Current $25.00 Low $24.00 Median $26.00 High $28.00 2 analysts
$24.00 $28.00

Analyst Ratings

Historical distribution70% buy · 10 analysts · last covering-analyst action Nov 2025
2Strong Buy
5Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Nov 12, 2025 B. Riley Securities MAINTAIN Neutral → Neutral
Nov 11, 2025 CJS Securities DOWNGRADE Market Outperform → Market Perform
Jun 17, 2025 Texas Capital Securities INITIATE Buy
Aug 12, 2024 B. Riley Securities REITERATE Neutral → Neutral
Aug 9, 2024 Wedbush REITERATE Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.68 ▲ +13.3% $0.61 — $0.75 13% YoY 2
Next Q $0.53 ▲ +2.9% $0.51 — $0.55 51% YoY 2
Current FY $2.19 ▲ +6.0% $2.07 — $2.32 26% YoY 2
Next FY $2.13 $2.09 — $2.16 -3% YoY 2

Top Institutional Holders

FundValueMove
DIMENSIONAL FUND ADVISORS LP$19.5M
YACKTMAN ASSET MANAGEMENT LP$14.4MDOUBLED
BlackRock, Inc.$12.1M
AMERIPRISE FINANCIAL INC$8.9M
VANGUARD CAPITAL MANAGEMENT LLC$7.6M

Recent Insider Trades

DateInsiderTypeValue
Dec 19, 2025Langbert JonA$0.00
44 institutional holders with $101.2M total value (4,974,032 shares) as of 2026-Q1. Top holders: DIMENSIONAL, YACKTMAN, BlackRock,. Net buying activity: 5 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1DIMENSIONAL FUND ADVISORS LP955,771$19.5M19.3%
2YACKTMAN ASSET MANAGEMENT LP705,675$14.4M14.2%DOUBLED +301.7%
3BlackRock, Inc.592,746$12.1M12.0%
4AMERIPRISE FINANCIAL INC434,771$8.9M8.8%
5VANGUARD CAPITAL MANAGEMENT LLC369,614$7.6M7.5%
6ROYCE & ASSOCIATES LP328,300$6.7M6.6%
7STATE STREET CORP201,856$4.1M4.1%
8GABELLI FUNDS LLC159,440$3.3M3.2%DOUBLED +192.6%
9Russell Investments Group, Ltd.144,607$3.0M2.9%ADD +32.8%
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC139,450$2.8M2.8%TRIM -44.5%
11Cerity Partners LLC111,398$2.3M2.2%TRIM -40.9%
12VANGUARD PORTFOLIO MANAGEMENT LLC95,957$2.0M1.9%
13MORGAN STANLEY93,434$1.9M1.9%DOUBLED +367.0%
14ROYAL BANK OF CANADA84,948$1.7M1.7%
15TWO SIGMA INVESTMENTS, LP84,781$1.7M1.7%ADD +65.8%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC73,805$1.5M1.5%
17GOLDMAN SACHS GROUP INC60,284$1.2M1.2%
18VANGUARD FIDUCIARY TRUST CO56,186$1.1M1.1%
19Point72 Asset Management, L.P.45,314$925.8K0.9%TRIM -70.5%
20CITADEL ADVISORS LLC39,718$811.4K0.8%TRIM -45.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
YACKTMAN ASSET MANAGEMENT LPDOUBLED175,675705,675+301.7%$14.4M2026-Q1
Point72 Asset Management, L.P.TRIM153,77245,314-70.5%$925.8K2026-Q1
Legal & General Group PlcTRIM9,6715,663-41.4%$115.7K2026-Q1
FMR LLCDOUBLED4952,822+470.1%$57.7K2026-Q1
CWM, LLCADD530776+46.4%$15.9K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED18196+988.9%$4.0K2026-Q1
Rockefeller Capital Management L.P.DOUBLED32115+259.4%$2.4K2026-Q1
Allworth Financial LPTRIM14457-60.4%$1.2K2026-Q1
YACKTMAN ASSET MANAGEMENT LPDOUBLED60,000175,675+192.8%$3.4M2025-Q4
GABELLI FUNDS LLCDOUBLED48,997143,341+192.6%$2.8M2025-Q4
Russell Investments Group, Ltd.ADD105,783140,528+32.8%$2.7M2025-Q4
MORGAN STANLEYDOUBLED22,861106,753+367.0%$2.1M2025-Q4
TWO SIGMA INVESTMENTS, LPADD44,70274,124+65.8%$1.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED20,00048,100+140.5%$938.9K2025-Q4
TEACHER RETIREMENT SYSTEM OF TEXASADD29,92245,123+50.8%$880.8K2025-Q4
MARSHALL WACE, LLPDOUBLED13,82330,960+124.0%$604.3K2025-Q4
ExodusPoint Capital Management, LPDOUBLED10,40325,526+145.4%$498.3K2025-Q4
EXCHANGE TRADED CONCEPTS, LLCADD10,13912,752+25.8%$248.9K2025-Q4
WELLS FARGO & COMPANY/MNADD6,6209,576+44.7%$186.9K2025-Q4
FMR LLCTRIM986495-49.8%$9.7K2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.DOUBLED918+100.0%$351.002025-Q4
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM270,490150,220-44.5%$4.1M2025-Q3
TUDOR INVESTMENT CORP ET ALDOUBLED15,11844,974+197.5%$1.2M2025-Q3
MORGAN STANLEYTRIM34,91322,861-34.5%$628.9K2025-Q3
CITADEL ADVISORS LLCTRIM40,99322,530-45.0%$619.8K2025-Q3
1 unique insiders with 1 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Dec 19, 2025Langbert JonChief Financial OfficerAWARD25,189
Historical analyst distribution (last covering-analyst action Nov 2025): 70% buy across 10 analysts — 2 strong buy, 5 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$26.00 mean target (Nov 2025)
$24.00 Low $28.00 High
MetricValue
Current Price$25.00
Target Low$24.00
Target Mean$26.00
Target Median$26.00
Target High$28.00
# Analysts2
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.68 $0.61 $0.75 13.3% +13.3% 2↑ 0↓ $0.1B 17.5% 2
Next Q
2026-09-30
$0.53 $0.51 $0.55 51.4% +2.9% 1↑ 0↓ $0.0B 15.1% 2
Current FY
2026-12-31
$2.19 $2.07 $2.32 26.2% +6.0% 2↑ 0↓ $0.2B 13.0% 2
Next FY
2027-12-31
$2.13 $2.09 $2.16 -3.2% $0.2B -2.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.680
7d ago$0.600+0.080
30d ago$0.600+0.080
60d ago$0.590+0.090
90d ago$0.590+0.090
6 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 4 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Nov 12, 2025 B. Riley Securities MAINTAIN Neutral Neutral
Nov 11, 2025 CJS Securities DOWNGRADE Market Outperform Market Perform
Jun 17, 2025 Texas Capital Securities INITIATE Buy
Aug 12, 2024 B. Riley Securities REITERATE Neutral Neutral
Aug 9, 2024 Wedbush REITERATE Outperform Outperform
May 10, 2024 Wedbush REITERATE Outperform Outperform
Mar 19, 2024 Wedbush MAINTAIN Outperform Outperform
Aug 23, 2023 Wedbush INITIATE Outperform
Aug 11, 2023 EF Hutton REITERATE Buy Buy
Jun 21, 2023 EF Hutton MAINTAIN Buy Buy
Jun 2, 2023 EF Hutton REITERATE Buy Buy
May 11, 2023 EF Hutton REITERATE Buy Buy
Mar 20, 2023 B. Riley Securities MAINTAIN Neutral
Sep 16, 2022 Lake Street MAINTAIN Buy
Sep 14, 2022 B. Riley Securities MAINTAIN Neutral
Aug 8, 2022 EF Hutton INITIATE Buy
Jun 14, 2022 B. Riley Securities DOWNGRADE Buy Neutral
Mar 23, 2021 B. Riley Securities UPGRADE Neutral Buy
Jul 9, 2020 B. Riley Securities MAINTAIN Neutral
May 18, 2020 B. Riley Securities MAINTAIN Neutral
Mar 31, 2020 B. Riley Securities MAINTAIN Neutral
Mar 17, 2020 B. Riley Securities DOWNGRADE Buy Neutral
Sep 17, 2019 Lake Street INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262530070%
May 1, 20262530070%
Apr 1, 20262530070%
Mar 1, 20262530070%
Feb 1, 20262530070%
Jan 1, 20262530070%
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.

May 13, 2026
earnings_calendar
LEGH Q1 2026 Earnings After Market Close — 2026-05-13
May 7, 2026
earnings
Legacy Housing Corporation Reports First Quarter 2026 Financial Results
<p>BEDFORD, Texas, May 07, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation (the "Company" or "Legacy", Nasdaq: LEGH) today announced its financi
May 5, 2026
earnings
Legacy Housing Corporation Announces Timing of First Quarter 2026 Earnings Release and Conference Call
<p>BEDFORD, Texas, May 05, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation ("Legacy" or the "Company", NASDAQ: LEGH) will release its financial
Mar 23, 2026
FDA
LOTRONEX
WARNING: SERIOUS GASTROINTESTINAL ADVERSE REACTIONS Infrequent but serious gastrointestinal adverse reactions have been reported with the use of LOTRO
Mar 18, 2026
earnings_calendar
LEGH Q4 2025 Earnings After Market Close — 2026-03-18
Mar 12, 2026
earnings
Legacy Housing Corporation Reports Full Year 2025 Financial Results
<p>BEDFORD, Texas, March 12, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation (the “Company” or “Legacy”, NASDAQ: LEGH) today announced its finan
Mar 11, 2026
earnings
Legacy Housing Corporation Announces Timing of Fourth Quarter 2025 Earnings Release and Conference Call
<p>BEDFORD, Texas, March 11, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation (“Legacy” or the “Company”, NASDAQ: LEGH) will release its financia
Mar 10, 2026
earnings_calendar
LEGH Q4 2025 Earnings After Market Close — 2026-03-10