LW
LWAY
Lifeway Foods, Inc.
$25.07
+0.28%
$383.1M
No data for this timeframe.
Vol
Market Cap$383.1M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders35 funds
Inst. Value$54.1M
Inst. Activity4 buys / 4 sells
Insider Activity4B / 10S
Insider Net $-$64.3M
Reddit Sentiment50° Neutral
SEC Reports13
Recent Activity
Jun 10, 2026
Insider
SMOLYANSKY LUDMILA sold 20,000 shares
$24.02 ($480.4K)
Jun 3, 2026
SEC
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nominee for the June 17,
8-K — Impact 2/10
Jun 3, 2026
SEC
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as a nominee for elect
DEFA14A — Impact 3/10
May 20, 2026
SEC
Lifeway Foods insider cluster shows a mixed signal: Danone S.A. sold 3.45M shares in a secondary offering at $19.50 (17.
CLUSTER — Impact 6/10
May 15, 2026
Insider
SMOLYANSKY EDWARD sold 11,388 shares
10%+ Owner @ $24.21 ($275.7K)
May 15, 2026
Insider
Divisadero Street Capital Management, LP bought 33,174 shares
10%+ Owner @ $25.27 ($838.3K)
Inst.
TUDOR INVESTMENT CORP ET — ADD
266,398 shares ($5.2M)
Inst.
GAMCO INVESTORS, INC. ET — ADD
214,650 shares ($4.2M)
Price Targets
$34.50
+37.6% upside
Strong Buy
Current $25.07
Low $34.00
Median $34.50
High $35.00
2 analysts
$34.00
$35.00
Analyst Ratings
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
| Apr 28, 2026 | Freedom Broker | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.24 ▼ -14.3% | $0.24 — $0.24 | -14% YoY | 1 |
| Next Q | $0.24 ▼ -29.4% | $0.24 — $0.24 | 4% YoY | 1 |
| Current FY | $1.01 ▼ -18.5% | $1.01 — $1.01 | 13% YoY | 1 |
| Next FY | $1.50 ▼ -4.5% | $1.43 — $1.57 | 49% YoY | 2 |
Latest Reports
NEUTRAL
8-K
2/10
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nominee for the June 17,
Jun 3, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as a nominee for elect
Jun 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Cresset Asset Management, LLC | $9.8M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $7.1M | — |
| BlackRock, Inc. | $5.4M | — |
| TUDOR INVESTMENT CORP ET | $5.2M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | SMOLYANSKY LUDMILA | SELL | $480.4K |
| May 15, 2026 | SMOLYANSKY EDWARD | SELL | $275.7K |
| May 15, 2026 | Divisadero Street | BUY | $838.3K |
| May 15, 2026 | SMOLYANSKY LUDMILA | SELL | $492.8K |
| May 15, 2026 | Zolezzi William | BUY | $838.3K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
35 institutional holders with $54.1M total value (2,795,596 shares) as of 2026-Q1. Top holders: Cresset, RENAISSANCE, BlackRock,.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 508,232 | $9.8M | 18.2% | NEW |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 368,671 | $7.1M | 13.2% | — |
| 3 | BlackRock, Inc. | 277,750 | $5.4M | 9.9% | — |
| 4 | TUDOR INVESTMENT CORP ET AL | 266,398 | $5.2M | 9.5% | ADD +63.1% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 262,061 | $5.1M | 9.4% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 235,710 | $4.6M | 8.4% | — |
| 7 | GAMCO INVESTORS, INC. ET AL | 214,650 | $4.2M | 7.7% | ADD +33.5% |
| 8 | MARSHALL WACE, LLP | 132,257 | $2.6M | 4.7% | TRIM -29.6% |
| 9 | TWO SIGMA INVESTMENTS, LP | 119,629 | $2.3M | 4.3% | ADD +25.4% |
| 10 | STATE STREET CORP | 92,296 | $1.8M | 3.3% | ADD +42.7% |
| 11 | CITADEL ADVISORS LLC | 71,881 | $1.4M | 2.6% | — |
| 12 | GABELLI FUNDS LLC | 44,909 | $868.5K | 1.6% | TRIM -28.0% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 40,856 | $790.2K | 1.5% | — |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37,699 | $729.1K | 1.3% | — |
| 15 | GOLDMAN SACHS GROUP INC | 33,253 | $643.1K | 1.2% | — |
| 16 | MORGAN STANLEY | 29,879 | $577.9K | 1.1% | TRIM -28.0% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,615 | $263.3K | 0.5% | — |
| 18 | ALLIANCEBERNSTEIN L.P. | 9,250 | $224.1K | 0.4% | — |
| 19 | Point72 Asset Management, L.P. | 10,406 | $201.3K | 0.4% | TRIM -47.5% |
| 20 | RHUMBLINE ADVISERS | 6,030 | $116.6K | 0.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL | ADD | 163,361 | 266,398 | +63.1% | $5.2M | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | ADD | 160,750 | 214,650 | +33.5% | $4.2M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 41,518 | 29,879 | -28.0% | $577.9K | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 19,835 | 10,406 | -47.5% | $201.3K | 2026-Q1 |
| FMR LLC | DOUBLED | 341 | 2,765 | +710.9% | $53.5K | 2026-Q1 |
| STRS OHIO | NEAR_EXIT | 10,900 | 2,200 | -79.8% | $42.5K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 435 | 713 | +63.9% | $13.8K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 43 | 28 | -34.9% | $542.00 | 2026-Q1 |
| Cresset Asset Management, LLC | NEW | — | 508,232 | — | $12.3M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | ADD | 94,405 | 163,361 | +73.0% | $4.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 101,311 | 127,015 | +25.4% | $3.1M | 2025-Q4 |
| GABELLI FUNDS LLC | TRIM | 69,817 | 50,259 | -28.0% | $1.2M | 2025-Q4 |
| Nuveen, LLC | TRIM | 38,731 | 21,401 | -44.7% | $518.5K | 2025-Q4 |
| PANAGORA ASSET MANAGEMENT INC | TRIM | 25,345 | 14,978 | -40.9% | $362.9K | 2025-Q4 |
| D. E. Shaw & Co., Inc. | TRIM | 19,985 | 8,652 | -56.7% | $209.6K | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | TRIM | 27,680 | 8,512 | -69.2% | $206.2K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 3,907 | 6,369 | +63.0% | $154.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 2,225 | 3,868 | +73.8% | $93.7K | 2025-Q4 |
| Russell Investments Group, Ltd. | TRIM | 595 | 435 | -26.9% | $10.5K | 2025-Q4 |
| FMR LLC | TRIM | 505 | 341 | -32.5% | $8.3K | 2025-Q4 |
| CWM, LLC | TRIM | 127 | 87 | -31.5% | $2.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 28,108 | 101,311 | +260.4% | $2.8M | 2025-Q3 |
| GABELLI FUNDS LLC | TRIM | 98,644 | 69,817 | -29.2% | $1.9M | 2025-Q3 |
| AMERIPRISE FINANCIAL INC | TRIM | 48,784 | 27,680 | -43.3% | $768.4K | 2025-Q3 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 3,518 | 26,989 | +667.2% | $749.2K | 2025-Q3 |
11 unique insiders with 27 transactions. Net insider value: -$64.3M ($6.5M bought, $70.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | SMOLYANSKY LUDMILA | SELL | 20,000 | $24.02 | $480.4K | |
| May 15, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 11,388 | $24.21 | $275.7K |
| May 15, 2026 | Divisadero Street Capital Management, LP | 10%+ Owner | BUY | 33,174 | $25.27 | $838.3K |
| May 15, 2026 | SMOLYANSKY LUDMILA | SELL | 20,000 | $24.64 | $492.8K | |
| May 15, 2026 | Zolezzi William | 10%+ Owner | BUY | 33,174 | $25.27 | $838.3K |
| May 14, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 22,818 | $25.25 | $576.2K |
| May 14, 2026 | Divisadero Street Capital Management, LP | 10%+ Owner | BUY | 95,371 | $25.24 | $2.4M |
| May 14, 2026 | Zolezzi William | 10%+ Owner | BUY | 95,371 | $25.24 | $2.4M |
| May 14, 2026 | Danone S.A. | 10%+ Owner | SELL | 3,454,756 | $19.50 | $67.4M |
| Apr 20, 2026 | SMOLYANSKY LUDMILA | SELL | 15,000 | $26.50 | $397.5K | |
| Mar 31, 2026 | Chartier Kirk | Director | AWARD | 857 | — | — |
| Mar 31, 2026 | Dalto Juan Carlos | Director | AWARD | 776 | — | — |
| Mar 31, 2026 | Harris Andee | Director | AWARD | 873 | — | — |
| Mar 28, 2026 | Hanson Eric A | CFO | AWARD | 743 | — | — |
| Mar 28, 2026 | Hanson Eric A | CFO | TAX W/H | 285 | $18.30 | $5.2K |
| Mar 28, 2026 | Hanson Eric A | CFO | EXERCISE | 743 | — | — |
| Mar 19, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 14,353 | $17.77 | $255.1K |
| Mar 18, 2026 | SMOLYANSKY LUDMILA | SELL | 10,000 | $18.74 | $187.4K | |
| Mar 17, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 22,313 | $20.10 | $448.5K |
| Mar 16, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 13,334 | $20.60 | $274.7K |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | EXERCISE | 13,334 | — | — |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | D | 13,334 | $21.50 | $286.7K |
| Mar 6, 2026 | Hanson Eric A | CFO | AWARD | 21,396 | — | — |
| Mar 6, 2026 | Hanson Eric A | CFO | TAX W/H | 8,024 | $21.50 | $172.5K |
| Mar 6, 2026 | Hanson Eric A | CFO | AWARD | 2,672 | — | — |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | AWARD | 108,426 | — | — |
| Jan 10, 2026 | SCHER JASON SCOTT | Director | AWARD | 1,277 | — | — |
13 SEC filing reports analyzed. Sentiment: 5 bullish, 1 bearish, 1 mixed, 6 neutral. Avg impact: 4.9/10.
NEUTRAL
8-K
2/10
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nomin
Jun 3, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as
Jun 3, 2026
MIXED
CLUSTER
6/10
Lifeway Foods insider cluster shows a mixed signal: Danone S.A. sold 3.45M shares in a secondary off
May 20, 2026
BULLISH
CLUSTER
7/10
Insider cluster at Lifeway Foods shows heavy net buying ($4.3M) by two 10% owners (Zolezzi and Divis
May 19, 2026
NEUTRAL
CLUSTER
4/10
Lifeway Foods insiders were net sellers this week ($851.9K in sales vs $3.2M in purchases by a singl
May 19, 2026
BULLISH
CLUSTER
6/10
Insider cluster at Lifeway Foods shows mixed signals: 10% owner Divisadero Street Capital Management
May 19, 2026
BEARISH
8-K
6/10
Danone USA Public Benefit Corporation is selling 3,454,756 shares of Lifeway Foods common stock at $
May 14, 2026
BULLISH
8-K
7/10
Lifeway Foods reported record Q1 2026 results with net sales of $63.0M (+36.7% YoY), GAAP EPS of $0.
May 14, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of S
Apr 30, 2026
BULLISH
8-K
8/10
Lifeway Foods projected first-quarter 2026 net sales between $60.8 million and $62.3 million, repres
Apr 21, 2026
NEUTRAL
144
3/10
Ludmila Smolyansky, an affiliate of Lifeway Foods, filed a Form 144 to notify of her intent to sell
Apr 20, 2026
NEUTRAL
8-K
3/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing for Lifewa
Mar 11, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$34.50 mean target
+37.6% upside
Strong Buy (3.00)
$34.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $25.07 |
| Target Low | $34.00 |
| Target Mean | $34.50 |
| Target Median | $34.50 |
| Target High | $35.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
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 |
$0.24 | $0.24 | $0.24 | -14.3% | -14.3% | — | $0.1B | 14.6% | 1 |
| Next Q 2026-09-30 |
$0.24 | $0.24 | $0.24 | 4.3% | -29.4% | — | $0.1B | 11.5% | 1 |
| Current FY 2026-12-31 |
$1.01 | $1.01 | $1.01 | 13.5% | -18.5% | — | $0.3B | 17.6% | 1 |
| Next FY 2027-12-31 |
$1.50 | $1.43 | $1.57 | 48.5% | -4.5% | — | $0.3B | 13.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.240 | |
| 7d ago | $0.280 | -0.040 |
| 30d ago | $0.280 | -0.040 |
| 60d ago | $0.000 | +0.240 |
| 90d ago | $0.000 | +0.240 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Apr 28, 2026 | Freedom Broker | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| 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 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
5 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 4, 2026 | 3 | 50° Neutral | 0 | 0 | 3 |
| Jun 4, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
Recent Reddit Threads
LWAY a Good Buy
▲ 1
💬 0
⚡ 0.5
LWAY a Good Buy
▲ 1
💬 1
⚡ 0.5
LWAY a Good Buy
▲ 1
💬 0
⚡ 0.5
LWAY a good buy
▲ 1
💬 0
⚡ 0.5
May 14, 2026
earnings_calendar
LWAY Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_interest
FTD: LWAY — 55,840 shares ($1.5M) failed to deliver
Settlement: 20260514, Price: $27.25, FTD Value: $1,521,640, LIFEWAY FOODS INC
Apr 8, 2026
short_interest
FTD: LWAY — 25,043 shares ($0.6M) failed to deliver
Settlement: 20260408, Price: $22.77, FTD Value: $570,229.11, LIFEWAY FOODS INC
Apr 7, 2026
short_interest
FTD: LWAY — 36,042 shares ($0.8M) failed to deliver
Settlement: 20260407, Price: $22.75, FTD Value: $819,955.5, LIFEWAY FOODS INC
Apr 6, 2026
short_interest
FTD: LWAY — 36,041 shares ($0.8M) failed to deliver
Settlement: 20260406, Price: $22.02, FTD Value: $793,622.82, LIFEWAY FOODS INC
Apr 2, 2026
short_interest
FTD: LWAY — 35,958 shares ($0.8M) failed to deliver
Settlement: 20260402, Price: $22.72, FTD Value: $816,965.76, LIFEWAY FOODS INC
Apr 1, 2026
short_interest
FTD: LWAY — 35,921 shares ($0.7M) failed to deliver
Settlement: 20260401, Price: $19.34, FTD Value: $694,712.14, LIFEWAY FOODS INC
Mar 31, 2026
short_interest
FTD: LWAY — 35,928 shares ($0.7M) failed to deliver
Settlement: 20260331, Price: $18.37, FTD Value: $659,997.36, LIFEWAY FOODS INC
Mar 30, 2026
short_interest
FTD: LWAY — 35,955 shares ($0.7M) failed to deliver
Settlement: 20260330, Price: $18.30, FTD Value: $657,976.5, LIFEWAY FOODS INC
Mar 27, 2026
short_interest
FTD: LWAY — 36,022 shares ($0.7M) failed to deliver
Settlement: 20260327, Price: $18.55, FTD Value: $668,208.1, LIFEWAY FOODS INC
Mar 26, 2026
short_interest
FTD: LWAY — 35,113 shares ($0.7M) failed to deliver
Settlement: 20260326, Price: $18.78, FTD Value: $659,422.14, LIFEWAY FOODS INC
Mar 25, 2026
short_interest
FTD: LWAY — 35,068 shares ($0.6M) failed to deliver
Settlement: 20260325, Price: $18.06, FTD Value: $633,328.08, LIFEWAY FOODS INC
Mar 24, 2026
short_interest
FTD: LWAY — 36,074 shares ($0.7M) failed to deliver
Settlement: 20260324, Price: $18.70, FTD Value: $674,583.8, LIFEWAY FOODS INC
Mar 23, 2026
short_interest
FTD: LWAY — 35,896 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $17.80, FTD Value: $638,948.8, LIFEWAY FOODS INC
Mar 20, 2026
short_interest
FTD: LWAY — 36,296 shares ($0.6M) failed to deliver
Settlement: 20260320, Price: $17.83, FTD Value: $647,157.68, LIFEWAY FOODS INC