MLR

MILLER INDUSTRIES INC /TN/

NYSE · Truck & Bus Bodies · Inc. TN · CIK 0000924822
$48.61 -0.33% $553.9M
6 Institutional Exits
Vol
Market Cap$553.9M
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$322.3M
Inst. Activity2 buys / 6 sells
SEC Reports3
Exchange NYSE·Sector Truck & Bus Bodies·Inc. TN·CIK 0000924822·Prev Close $48.77

Recent Activity

Jun 12, 2026 SEC
8 institutional buyers accumulated $16.4M in MLR during Q3 2024, led by Schwab (DOUBLED to 93K shares, +$3.9M) and Citad
INST-CLUSTER — Impact 5/10
May 26, 2026 Insider
Reyes Javier A was granted 2,578 shares
Director
May 26, 2026 Insider
Sweeney Susan E was granted 2,578 shares
Director
May 26, 2026 Insider
Ashford Theodore H. III was granted 2,578 shares
Director
May 6, 2026 earnings_calendar
MLR Q1 2026 Earnings Scheduled — 2026-05-06
Apr 8, 2026 SEC
Miller Industries amended its severance plan to remove equity from bonus calculations and eliminate change-in-control be
8-K — Impact 3/10
Mar 4, 2026 SEC
Miller Industries reported a significant decline in Q4 2025 revenue and earnings, down 22.9% and 67.6% respectively, dri
8-K — Impact 6/10
Inst.
Russell Investments Group, Ltd. — DOUBLED
57,827 shares ($2.6M)

Price Targets

$54.00 +11.1% upside Buy
Current $48.61 Low $52.00 Median $54.00 High $56.00 2 analysts
$52.00 $56.00

Analyst Ratings

Buy67% buy · 6 analysts
1Strong Buy
3Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 DA Davidson MAINTAIN Buy → Buy
Mar 9, 2026 DA Davidson MAINTAIN Buy → Buy
Mar 9, 2026 Freedom Broker MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.38 ▼ -69.1% $0.38 — $0.38 -48% YoY 1
Next Q $0.70 ▼ -30.7% $0.70 — $0.70 159% YoY 1
Current FY $2.09 ▼ -49.3% $2.09 — $2.09 6% YoY 1
Next FY $3.20 $3.20 — $3.20 53% YoY 1

Top Institutional Holders

FundValueMove
FMR LLC$60.5MADD
Neuberger Berman Group LLC$49.8MADD
BlackRock, Inc.$36.8M
DIMENSIONAL FUND ADVISORS LP$31.4M
HOTCHKIS & WILEY CAPITAL$23.7M

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Reyes JavierA$0.00
May 26, 2026Sweeney SusanA$0.00
May 26, 2026Ashford TheodoreA$0.00
May 26, 2026Jackson PeterA$0.00
May 26, 2026Walton LeighA$0.00
50 institutional holders with $322.3M total value (7,076,770 shares) as of 2026-Q1. Top holders: FMR, Neuberger, BlackRock,. Net selling activity: 6 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC1,327,162$60.5M18.8%ADD +44.4%
2Neuberger Berman Group LLC1,092,315$49.8M15.4%ADD +52.6%
3BlackRock, Inc.807,955$36.8M11.4%
4DIMENSIONAL FUND ADVISORS LP689,446$31.4M9.7%
5HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC520,971$23.7M7.4%
6VANGUARD CAPITAL MANAGEMENT LLC496,371$22.6M7.0%
7GOLDMAN SACHS GROUP INC313,846$14.3M4.4%
8STATE STREET CORP231,235$10.5M3.3%
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC200,233$9.1M2.8%
10MORGAN STANLEY188,021$8.6M2.7%
11ROYCE & ASSOCIATES LP126,956$5.8M1.8%TRIM -27.7%
12Allspring Global Investments Holdings, LLC91,977$4.2M1.3%
13TWO SIGMA INVESTMENTS, LP84,531$3.9M1.2%TRIM -30.4%
14VANGUARD PORTFOLIO MANAGEMENT LLC76,903$3.5M1.1%
15CITADEL ADVISORS LLC75,930$3.5M1.1%
16VANGUARD FIDUCIARY TRUST CO74,328$3.4M1.1%
17D. E. Shaw & Co., Inc.74,091$3.4M1.0%ADD +33.2%
18CITIGROUP INC71,279$3.2M1.0%
19Russell Investments Group, Ltd.57,827$2.6M0.8%DOUBLED +1340.3%
20BANK OF AMERICA CORP /DE/51,367$2.3M0.7%ADD +78.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Russell Investments Group, Ltd.DOUBLED4,01557,827+1340.3%$2.6M2026-Q1
SEI INVESTMENTS CODOUBLED20,78046,565+124.1%$2.1M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM36,91725,350-31.3%$1.2M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM47,68623,000-51.8%$1.0M2026-Q1
AMERIPRISE FINANCIAL INCTRIM30,98220,843-32.7%$949.4K2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM39,46016,621-57.9%$757.1K2026-Q1
Rockefeller Capital Management L.P.TRIM1,015620-38.9%$28.2K2026-Q1
HRT FINANCIAL LPTRIM47,37924,182-49.0%$1.1K2026-Q1
ROYCE & ASSOCIATES LPTRIM228,001164,823-27.7%$6.2M2025-Q4
D. E. Shaw & Co., Inc.ADD58,50977,911+33.2%$2.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED22,80047,686+109.1%$1.8M2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDTRIM33,63321,753-35.3%$812.9K2025-Q4
SEI INVESTMENTS CODOUBLED5,34520,780+288.8%$776.5K2025-Q4
Brevan Howard Capital Management LPTRIM11,6257,293-37.3%$272.5K2025-Q4
Russell Investments Group, Ltd.DOUBLED1,1374,015+253.1%$150.0K2025-Q4
Legal & General Group PlcNEAR_EXIT11,6841,877-83.9%$70.1K2025-Q4
CWM, LLCADD8491,067+25.7%$40.002025-Q4
ROYCE & ASSOCIATES LPTRIM518,322228,001-56.0%$9.2M2025-Q3
UBS Group AGADD47,66089,874+88.6%$3.6M2025-Q3
D. E. Shaw & Co., Inc.DOUBLED7,21658,509+710.8%$2.4M2025-Q3
STATE OF WISCONSIN INVESTMENT BOARDTRIM45,32233,633-25.8%$1.4M2025-Q3
VICTORY CAPITAL MANAGEMENT INCADD26,35133,166+25.9%$1.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM45,04331,356-30.4%$1.3M2025-Q3
Orion Porfolio Solutions, LLCADD17,17427,311+59.0%$1.1M2025-Q3
ExodusPoint Capital Management, LPADD12,63923,547+86.3%$951.8K2025-Q3
11 unique insiders with 46 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Reyes Javier ADirectorAWARD2,578
May 26, 2026Sweeney Susan EDirectorAWARD2,578
May 26, 2026Ashford Theodore H. IIIDirectorAWARD2,578
May 26, 2026Jackson Peter LeeDirectorAWARD2,578
May 26, 2026Walton LeighDirectorAWARD2,578
May 21, 2026Walton LeighDirectorEXERCISE1,804
May 21, 2026Reyes Javier ADirectorEXERCISE1,804
May 21, 2026Ashford Theodore H. IIIDirectorEXERCISE1,804
May 21, 2026Jackson Peter LeeDirectorEXERCISE1,804
May 21, 2026Sweeney Susan EDirectorEXERCISE1,804
Mar 15, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryTAX W/H778$43.88$34.1K
Mar 15, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryAWARD6,140
Mar 15, 2026WHITMIRE DEBORAH LChief Financial OfficerAWARD10,341
Mar 15, 2026WHITMIRE DEBORAH LChief Financial OfficerTAX W/H2,022$43.88$88.7K
Mar 15, 2026Tiano Vincent J.Chief Revenue OfficerEXERCISE3,316
Mar 15, 2026Reyneke Josias W.Chief Information OfficerAWARD6,140
Mar 15, 2026MADONIA FRANKExecutive VP, Secretary & GCTAX W/H778$43.88$34.1K
Mar 15, 2026MADONIA FRANKExecutive VP, Secretary & GCEXERCISE3,316
Mar 15, 2026WHITMIRE DEBORAH LChief Financial OfficerEXERCISE5,803
Mar 15, 2026MADONIA FRANKExecutive VP, Secretary & GCAWARD6,140
Mar 15, 2026Tiano Vincent J.Chief Revenue OfficerTAX W/H778$43.88$34.1K
Mar 15, 2026Miller William G. IICEO and PresidentEXERCISE19,067
Mar 15, 2026Reyneke Josias W.Chief Information OfficerEXERCISE3,316
Mar 15, 2026Tiano Vincent J.Chief Revenue OfficerAWARD6,140
Mar 15, 2026Reyneke Josias W.Chief Information OfficerTAX W/H778$43.88$34.1K
Mar 15, 2026Miller William G. IICEO and PresidentTAX W/H7,331$43.88$321.7K
Mar 15, 2026Miller William G. IICEO and PresidentAWARD29,732
Mar 15, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryEXERCISE3,316
Mar 6, 2026Tiano Vincent J.Chief Revenue OfficerEXERCISE2,893
Mar 6, 2026Tiano Vincent J.Chief Revenue OfficerTAX W/H678$45.96$31.2K
Mar 6, 2026Reyneke Josias W.Chief Information OfficerTAX W/H678$45.96$31.2K
Mar 6, 2026Miller William G. IICEO and PresidentTAX W/H4,779$45.96$219.6K
Mar 6, 2026Miller William G. IICEO and PresidentEXERCISE16,635
Mar 6, 2026MADONIA FRANKExecutive VP, Secretary & GCEXERCISE2,893
Mar 6, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryEXERCISE2,893
Mar 6, 2026WHITMIRE DEBORAH LChief Financial OfficerEXERCISE5,063
Mar 6, 2026WHITMIRE DEBORAH LChief Financial OfficerTAX W/H1,187$45.96$54.6K
Mar 6, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryTAX W/H678$45.96$31.2K
Mar 6, 2026MADONIA FRANKExecutive VP, Secretary & GCTAX W/H678$45.96$31.2K
Mar 6, 2026Reyneke Josias W.Chief Information OfficerEXERCISE2,893
Mar 1, 2026Reyneke Josias W.Chief Information OfficerEXERCISE2,000
Mar 1, 2026BADGLEY JEFFREY IPresident, Int'l and MilitaryEXERCISE6,000
Mar 1, 2026WHITMIRE DEBORAH LChief Financial OfficerEXERCISE6,000
Mar 1, 2026Miller William G. IICEO and PresidentEXERCISE12,000
Mar 1, 2026Tiano Vincent J.Chief Revenue OfficerEXERCISE2,000
Mar 1, 2026MADONIA FRANKExecutive VP, Secretary & GCEXERCISE2,000

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 6 analysts: 1 strong buy, 3 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$54.00 mean target +11.1% upside Buy (3.00)
$52.00 Low $56.00 High
MetricValue
Current Price$48.61
Target Low$52.00
Target Mean$54.00
Target Median$54.00
Target High$56.00
# Analysts2
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.38 $0.38 $0.38 -47.9% -69.1% 0↑ 1↓ $0.2B -1.5% 1
Next Q
2026-09-30
$0.70 $0.70 $0.70 159.3% -30.7% 0↑ 1↓ $0.2B 35.0% 1
Current FY
2026-12-31
$2.09 $2.09 $2.09 5.6% -49.3% 0↑ 1↓ $0.9B 11.7% 1
Next FY
2027-12-31
$3.20 $3.20 $3.20 53.1% $1.0B 18.1% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.380
7d ago$1.230-0.850
30d ago$1.230-0.850
60d ago$1.230-0.850
90d ago$1.230-0.850
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 DA Davidson MAINTAIN Buy Buy
Mar 9, 2026 DA Davidson MAINTAIN Buy Buy
Mar 9, 2026 Freedom Broker MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261320067%
May 1, 20261320067%
Apr 1, 20261320067%
Mar 1, 20261320067%
Feb 1, 20261320067%
Jan 1, 20261320067%
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 6, 2026
earnings_calendar
MLR Q1 2026 Earnings Scheduled — 2026-05-06
Mar 4, 2026
earnings_calendar
MLR Q4 2025 Earnings Scheduled — 2026-03-04