MZTI
MARZETTI CO
$111.61
+1.96%
$3.1B
No data for this timeframe.
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$1.7B
Inst. Activity23 buys / 12 sells
Insider Activity1B / 1S
Insider Net $-$35.4K
SEC Reports2
Exchange Nasdaq·Sector Canned, Frozen & Preservd Fruit, Veg & Food Specialties·Inc. OH·CIK 0000057515·Prev Close $109.46
Recent Activity
Jun 12, 2026
SEC
Two insiders at Marzetti Co. traded a combined $232K over two days: CFO Pigott purchased $98K worth of shares while Chie
CLUSTER — Impact 2/10
Jun 11, 2026
Insider
Viso Luis sold 1,221 shares
Chief Supply Chain Officer @ $109.31 ($133.5K)
Jun 10, 2026
Insider
Pigott, Thomas K. bought 900 shares
VP, CFO and Asst. Secretary @ $109.01 ($98.1K)
May 17, 2026
Insider
Viso Luis surrendered for taxes 500 shares
Chief Supply Chain Officer @ $114.01 ($57.0K)
May 4, 2026
SEC
Marzetti reported Q3 fiscal 2026 results with consolidated net sales declining 1.0% YoY to $453.4M and diluted EPS falli
8-K — Impact 6/10
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — DOUBLED
753,619 shares ($104.2M)
Inst.
NORDEA INVESTMENT MANAGEMENT AB — NEW
200,410 shares ($28.1M)
May 4, 2026
earnings_calendar
MZTI Q3 2026 Earnings Scheduled — 2026-05-04
Price Targets
$159.40
+42.8% upside
Strong Buy
Current $111.61
Low $125.00
Median $160.00
High $204.00
5 analysts
$125.00
$204.00
Analyst Ratings
2Strong Buy
5Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 27, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
| Mar 16, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 4, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Feb 4, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.42 ▼ -4.6% | $1.34 — $1.50 | 6% YoY | 5 |
| Next Q | $1.78 ▼ -1.7% | $1.78 — $1.78 | 2% YoY | 3 |
| Current FY | $6.77 ▼ -3.5% | $6.62 — $6.88 | 1% YoY | 4 |
| Next FY | $7.22 ▼ -2.0% | $7.10 — $7.35 | 7% YoY | 5 |
Latest Reports
NEUTRAL
CLUSTER
2/10
Two insiders at Marzetti Co. traded a combined $232K over two days: CFO Pigott purchased $98K worth of shares while Chie
Jun 12, 2026
BEARISH
8-K
6/10
Marzetti reported Q3 fiscal 2026 results with consolidated net sales declining 1.0% YoY to $453.4M and diluted EPS falli
May 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $363.1M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $181.1M | — |
| STATE STREET CORP | $136.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $121.2M | — |
| FIRST TRUST ADVISORS LP | $111.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | Viso Luis | SELL | $133.5K |
| Jun 10, 2026 | Pigott, Thomas | BUY | $98.1K |
| May 17, 2026 | Viso Luis | F | $57.0K |
50 institutional holders with $1.7B total value (12,244,636 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 23 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,624,879 | $363.1M | 21.4% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,308,840 | $181.1M | 10.7% | — |
| 3 | STATE STREET CORP | 987,276 | $136.6M | 8.1% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 876,161 | $121.2M | 7.1% | — |
| 5 | FIRST TRUST ADVISORS LP | 803,707 | $111.2M | 6.6% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 753,619 | $104.2M | 6.1% | DOUBLED +159.0% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 555,702 | $76.9M | 4.5% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 370,780 | $51.3M | 3.0% | — |
| 9 | LONDON CO OF VIRGINIA | 360,415 | $49.9M | 2.9% | — |
| 10 | MORGAN STANLEY | 256,800 | $35.5M | 2.1% | — |
| 11 | GOLDMAN SACHS GROUP INC | 251,655 | $34.8M | 2.1% | — |
| 12 | Boston Trust Walden Corp | 232,596 | $32.2M | 1.9% | — |
| 13 | NORDEA INVESTMENT MANAGEMENT AB | 200,410 | $28.1M | 1.7% | NEW |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 201,408 | $27.9M | 1.6% | TRIM -26.7% |
| 15 | Grantham, Mayo, Van Otterloo & Co. LLC | 193,847 | $26.8M | 1.6% | TRIM -40.9% |
| 16 | BARCLAYS PLC | 190,049 | $26.3M | 1.6% | — |
| 17 | Invesco Ltd. | 177,589 | $24.6M | 1.4% | — |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 165,519 | $22.9M | 1.4% | — |
| 19 | BANK OF AMERICA CORP /DE/ | 145,189 | $20.1M | 1.2% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 140,568 | $19.4M | 1.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 290,971 | 753,619 | +159.0% | $104.2M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | NEW | — | 200,410 | — | $28.1M | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | TRIM | 274,782 | 201,408 | -26.7% | $27.9M | 2026-Q1 |
| Nuveen, LLC | ADD | 59,326 | 101,534 | +71.1% | $14.0M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 59,045 | 88,267 | +49.5% | $12.2M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 26,961 | 76,643 | +184.3% | $10.6M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 11,826 | 63,764 | +439.2% | $8.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 89,033 | 62,196 | -30.1% | $8.6M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 26,603 | 46,025 | +73.0% | $6.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 1,303 | 37,391 | +2769.6% | $5.2M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 12,820 | 25,162 | +96.3% | $3.5M | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 15,046 | 22,638 | +50.5% | $3.1M | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP | ADD | 11,000 | 17,317 | +57.4% | $2.4M | 2026-Q1 |
| Holocene Advisors, LP | ADD | 10,435 | 16,343 | +56.6% | $2.3M | 2026-Q1 |
| Mariner, LLC | ADD | 6,964 | 12,659 | +81.8% | $1.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 17,029 | 12,499 | -26.6% | $1.7M | 2026-Q1 |
| Brevan Howard Capital Management LP | ADD | 6,107 | 8,768 | +43.6% | $1.2M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 3,860 | 7,294 | +89.0% | $1.0M | 2026-Q1 |
| FMR LLC | DOUBLED | 2,240 | 7,087 | +216.4% | $980.3K | 2026-Q1 |
| CWM, LLC | ADD | 3,601 | 6,037 | +67.6% | $835.2K | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 1,557 | 5,411 | +247.5% | $748.5K | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 11,201 | 3,987 | -64.4% | $560.0K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 6,803,120 | 3,843 | -99.9% | $531.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 2,592 | 3,556 | +37.2% | $491.9K | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 1,464 | 3,491 | +138.5% | $482.9K | 2026-Q1 |
2 unique insiders with 3 transactions. Net insider value: -$35.4K ($98.1K bought, $133.5K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Viso Luis | Chief Supply Chain Officer | SELL | 1,221 | $109.31 | $133.5K |
| Jun 10, 2026 | Pigott, Thomas K. | VP, CFO and Asst. Secretary | BUY | 900 | $109.01 | $98.1K |
| May 17, 2026 | Viso Luis | Chief Supply Chain Officer | TAX W/H | 500 | $114.01 | $57.0K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (64% buy). Based on 11 analysts: 2 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$159.40 mean target
+42.8% upside
Strong Buy (3.00)
$125.00 Low
$204.00 High
| Metric | Value |
|---|---|
| Current Price | $111.61 |
| Target Low | $125.00 |
| Target Mean | $159.40 |
| Target Median | $160.00 |
| Target High | $204.00 |
| # Analysts | 5 |
| 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 |
$1.42 | $1.34 | $1.50 | 5.7% | -4.6% | 0↑ 4↓ | $0.5B | 0.2% | 5 |
| Next Q 2026-09-30 |
$1.78 | $1.78 | $1.78 | 2.3% | -1.7% | 0↑ 2↓ | $0.5B | 1.6% | 3 |
| Current FY 2026-06-30 |
$6.77 | $6.62 | $6.88 | 0.7% | -3.5% | 0↑ 4↓ | $1.9B | 0.9% | 4 |
| Next FY 2027-06-30 |
$7.22 | $7.10 | $7.35 | 6.6% | -2.0% | 0↑ 4↓ | $2.0B | 4.9% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.416 | |
| 7d ago | $1.482 | -0.066 |
| 30d ago | $1.484 | -0.068 |
| 60d ago | $1.494 | -0.078 |
| 90d ago | $1.494 | -0.078 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 27, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 16, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 3, 2026 | Stephens & Co. | REITERATE | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| May 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Apr 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Mar 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Feb 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Jan 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% |
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 4, 2026
earnings_calendar
MZTI Q3 2026 Earnings Scheduled — 2026-05-04
Mar 23, 2026
short_interest
FTD: MZTI — 24,816 shares ($3.6M) failed to deliver
Settlement: 20260323, Price: $144.08, FTD Value: $3,575,489.28, THE MARZETTI COMPANY COMMON ST