MCFT

MasterCraft Boat Holdings, Inc.

Nasdaq · Ship & Boat Building & Repairing · Inc. DE · CIK 0001638290
$23.22 +2.38% $378.0M
High Impact Filing (7/10)7 New Institutional Positions3 Institutional Exits
Vol
Market Cap$378.0M
Cap SizeSmall Cap
Analyst ConsensusHold (46%)
Inst. Holders50 funds
Inst. Value$123.0M
Inst. Activity7 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$622.7K
SEC Reports13
Press Releases2
Exchange Nasdaq·Sector Ship & Boat Building & Repairing·Inc. DE·CIK 0001638290·Prev Close $22.68

Recent Activity

Jun 11, 2026 SEC
An institutional cluster in MCFT shows mixed conviction: four passive/index managers (Fidelity, Schwab, BofA, UBS) added
INST-CLUSTER — Impact 5/10
May 26, 2026 SEC
Pamela R. Rollins filed a Form 3 initial statement of beneficial ownership, disclosing 29,357 shares of MasterCraft comm
3 — Impact 2/10
May 26, 2026 SEC
LOR INC filed a Form 3 initial statement of beneficial ownership, disclosing direct and indirect ownership of approximat
3 — Impact 3/10
May 18, 2026 Insider
Googe Matthew was granted 3,250 shares
General Counsel @ $23.08 ($75.0K)
May 15, 2026 m_and_a
MasterCraft Boat Holdings, Inc. Completes Acquisition of Marine Products Corporation, Creating a Diversified Portfolio of Leading Recreational Marine Brands
MasterCraft Boat Holdings, Inc. Completes Acquisition of Marine Products Corporation, Creating a Div
Mar 18, 2026 Insider
Nelson Bradley M. surrendered for taxes 5,014 shares
Chief Executive Officer @ $19.68 ($98.7K)
Feb 20, 2026 Insider
Forager Fund, L.P. sold 26,497 shares
10%+ Owner @ $23.50 ($622.7K)
Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — TRIM
109,416 shares ($2.2M)

Price Targets

$27.00 +16.3% upside Buy
Current $23.22 Low $25.00 Median $27.00 High $30.00 5 analysts
$25.00 $30.00

Analyst Ratings

Hold46% buy · 13 analysts
2Strong Buy
4Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 27, 2026 Truist Securities MAINTAIN Hold → Hold
Dec 23, 2025 Loop Capital INITIATE Hold
Dec 22, 2025 Seaport Global INITIATE Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.64 ▲ +8.7% $0.59 — $0.69 60% YoY 2
Next Q $0.35 ▲ +4.8% $0.34 — $0.36 25% YoY 2
Current FY $1.71 ▲ +14.8% $1.66 — $1.76 86% YoY 2
Next FY $1.98 ▲ +16.3% $1.85 — $2.10 16% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$23.6M
DIMENSIONAL FUND ADVISORS LP$17.6M
VANGUARD CAPITAL MANAGEMENT LLC$13.6M
GOLDMAN SACHS GROUP INC$11.2M
ROYCE & ASSOCIATES LP$7.8MADD

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Googe MatthewA$75.0K
Mar 18, 2026Nelson BradleyF$98.7K
Feb 20, 2026Forager Fund,SELL$622.7K
50 institutional holders with $123.0M total value (6,030,265 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 7 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,151,900$23.6M19.2%
2DIMENSIONAL FUND ADVISORS LP859,835$17.6M14.3%
3VANGUARD CAPITAL MANAGEMENT LLC663,521$13.6M11.1%
4GOLDMAN SACHS GROUP INC547,690$11.2M9.1%
5ROYCE & ASSOCIATES LP381,092$7.8M6.4%ADD +58.9%
6STATE STREET CORP333,578$6.8M5.6%
7Clark Capital Management Group, Inc.293,417$6.0M4.9%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC237,704$4.9M4.0%ADD +26.3%
9FRANKLIN RESOURCES INC215,674$4.4M3.6%ADD +27.5%
10MARSHALL WACE, LLP151,327$3.1M2.5%DOUBLED +273.8%
11RENAISSANCE TECHNOLOGIES LLC133,456$2.7M2.2%
12VANGUARD PORTFOLIO MANAGEMENT LLC114,526$2.3M1.9%
13LAZARD ASSET MANAGEMENT LLC109,586$2.2M1.8%TRIM -37.6%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP109,416$2.2M1.8%TRIM -55.5%
15VANGUARD FIDUCIARY TRUST CO82,021$1.7M1.4%
16BANK OF AMERICA CORP /DE/55,529$1.1M0.9%ADD +40.0%
17Russell Investments Group, Ltd.46,309$949.8K0.8%DOUBLED +321.5%
18MORGAN STANLEY43,689$896.1K0.7%TRIM -36.2%
19Orion Porfolio Solutions, LLC40,682$834.4K0.7%
20VICTORY CAPITAL MANAGEMENT INC39,250$805.0K0.7%TRIM -35.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM246,070109,416-55.5%$2.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD39,65855,529+40.0%$1.1M2026-Q1
Russell Investments Group, Ltd.DOUBLED10,98846,309+321.5%$949.8K2026-Q1
MORGAN STANLEYTRIM68,44643,689-36.2%$896.1K2026-Q1
SEI INVESTMENTS COADD15,35830,118+96.1%$617.7K2026-Q1
DEUTSCHE BANK AG\ADD10,31213,331+29.3%$273.4K2026-Q1
FMR LLCADD6,06810,480+72.7%$214.9K2026-Q1
CWM, LLCDOUBLED4361,122+157.3%$23.0K2026-Q1
Allworth Financial LPDOUBLED133+3200.0%$677.002026-Q1
BROWN BROTHERS HARRIMAN & CONEAR_EXIT25024-90.4%$492.002026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD215,876272,749+26.3%$5.2M2025-Q4
FRANKLIN RESOURCES INCADD186,476237,803+27.5%$4.5M2025-Q4
MORGAN STANLEYADD38,32068,446+78.6%$1.3M2025-Q4
BANK OF AMERICA CORP /DE/ADD30,56139,658+29.8%$749.9K2025-Q4
FMR LLCADD4,2886,068+41.5%$114.7K2025-Q4
Allworth Financial LPTRIM21-50.0%$19.002025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED70,694220,819+212.4%$4.7M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD162,535215,876+32.8%$4.6M2025-Q3
MARSHALL WACE, LLPDOUBLED36,804137,582+273.8%$3.0M2025-Q3
UBS Group AGADD35,20246,792+32.9%$1.0M2025-Q3
VICTORY CAPITAL MANAGEMENT INCTRIM63,41240,950-35.4%$878.8K2025-Q3
MORGAN STANLEYTRIM55,31438,320-30.7%$822.3K2025-Q3
BANK OF AMERICA CORP /DE/ADD22,01030,561+38.9%$655.8K2025-Q3
FMR LLCDOUBLED1,9004,288+125.7%$92.0K2025-Q3
CWM, LLCADD388485+25.0%$10.002025-Q3
3 unique insiders with 3 transactions. Net insider value: -$622.7K ($0.00 bought, $622.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Googe MatthewGeneral CounselAWARD3,250$23.08$75.0K
Mar 18, 2026Nelson Bradley M.Chief Executive OfficerTAX W/H5,014$19.68$98.7K
Feb 20, 2026Forager Fund, L.P.10%+ OwnerSELL26,497$23.50$622.7K
13 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 0 mixed, 9 neutral. Avg impact: 3.9/10.
BEARISH INST-CLUSTER 5/10
An institutional cluster in MCFT shows mixed conviction: four passive/index managers (Fidelity, Schw
Jun 11, 2026
NEUTRAL 3 2/10
Pamela R. Rollins filed a Form 3 initial statement of beneficial ownership, disclosing 29,357 shares
May 26, 2026
NEUTRAL 3 3/10
LOR INC filed a Form 3 initial statement of beneficial ownership, disclosing direct and indirect own
May 26, 2026
NEUTRAL 3 1/10
Gary W. Rollins filed an initial statement of beneficial ownership (Form 3) with the SEC, disclosing
May 26, 2026
NEUTRAL 8-K 2/10
MasterCraft Boat Holdings resolved a stockholder class action in Delaware Chancery Court by amending
May 22, 2026
NEUTRAL 3 2/10
Michael O'Connell filed a Form 3 initial statement of beneficial ownership upon becoming an officer
May 19, 2026
NEUTRAL 8-K 5/10
MasterCraft Boat Holdings (MCFT) filed an 8-K confirming that stockholders approved the share issuan
May 12, 2026
BULLISH 8-K 7/10
MasterCraft reported FQ3 2026 net sales of $78.2M (+3.0% YoY) and GAAP diluted loss from continuing
May 7, 2026
NEUTRAL 425 5/10
MasterCraft Boat Holdings filed a supplemental 8-K/425 to address shareholder litigation challenging
May 1, 2026
NEUTRAL 8-K 2/10
MasterCraft Boat Holdings filed an 8-K to voluntarily supplement its joint proxy statement/prospectu
May 1, 2026
BEARISH PRESS-RELEASE 6/10
MasterCraft Boat Holdings announced a pre-market earnings release date for its Q3 2026 results but d
Apr 15, 2026
BULLISH 425 7/10
MasterCraft Boat Holdings sent a letter to Chaparral and Robalo employees confirming the pending acq
Apr 7, 2026
NEUTRAL EFFECT 4/10
MasterCraft Boat Holdings, Inc. has received an effectiveness notice (EFFECT) for its S-4 registrati
Mar 30, 2026
Current analyst consensus: Hold (46% buy). Based on 13 analysts: 2 strong buy, 4 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$27.00 mean target +16.3% upside Buy (3.00)
$25.00 Low $30.00 High
MetricValue
Current Price$23.22
Target Low$25.00
Target Mean$27.00
Target Median$27.00
Target High$30.00
# Analysts5
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.64 $0.59 $0.69 60.0% +8.7% 4↑ 0↓ $0.1B 52.4% 2
Next Q
2026-09-30
$0.35 $0.34 $0.36 25.0% +4.8% 2↑ 0↓ $0.1B 92.3% 2
Current FY
2026-06-30
$1.71 $1.66 $1.76 85.9% +14.8% 5↑ 0↓ $0.3B 19.7% 2
Next FY
2027-06-30
$1.98 $1.85 $2.10 15.5% +16.3% 6↑ 0↓ $0.6B 77.7% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.640
7d ago$0.649-0.009
30d ago$0.589+0.051
60d ago$0.589+0.051
90d ago$0.589+0.051
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 27, 2026 Truist Securities MAINTAIN Hold Hold
Dec 23, 2025 Loop Capital INITIATE Hold
Dec 22, 2025 Seaport Global INITIATE Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262470046%
May 1, 20262470046%
Apr 1, 20262470046%
Mar 1, 20262470046%
Feb 1, 20262470046%
Jan 1, 20262470046%
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 15, 2026
m_and_a
MasterCraft Boat Holdings, Inc. Completes Acquisition of Marine Products Corporation, Creating a Diversified Portfolio of Leading Recreational Marine Brands
MasterCraft Boat Holdings, Inc. Completes Acquisition of Marine Products Corporation, Creating a Diversified Portfolio of Leading Recreational Marine
May 7, 2026
earnings
MasterCraft Boat Holdings, Inc. Reports Fiscal 2026 Third Quarter Results
<p align="justify">VONORE, Tenn., May 07, 2026 (GLOBE NEWSWIRE) -- MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) today announced financial results
May 7, 2026
earnings_calendar
MCFT Q3 2026 Earnings Scheduled — 2026-05-07
May 6, 2026
other
Gerlach Appointed to Lead MasterCraft Boat Holdings Pontoon Segment
Experienced operator tapped to lead Crest and Balise through next stage of innovation and expansion <pre>Experienced operator tapped to lead Crest and
Apr 15, 2026
earnings
MasterCraft Boat Holdings, Inc. to Webcast Fiscal Third Quarter 2026 Earnings Conference Call Thursday, May 7, 2026
Live webcast at 8:30 a.m. EDT <pre>Live webcast at 8:30 a.m. EDT</pre>
Apr 14, 2026
other
MasterCraft Reintroduces the All-New X23, an Iconic Platform Reimagined for the Modern X Family Lineup
<p align="center"><em>After Years of High Consumer Demand, a Completely Redesigned 23-foot Platform Builds on its Proven Legacy</em></p>
Mar 4, 2026
contract
MasterCraft Names Yellow Sun Marine as Exclusive, Authorized Dealer in Turks & Caicos; Wake to Wake Charter Transitions to an All-MasterCraft Fleet
Customers can now enjoy MasterCraft towboats with certified sales, service, and on-water demos in the Caribbean’s premier boating destination <pre>Cus
Mar 3, 2026
other
MasterCraft’s “Let Her Rip” Campaign Returns in 2026 for its Sixth Year, Continuing its Mission to Empower Women and Girls on the Water
Supported by Progressive Insurance® and Powered by Chevrolet Silverado 2500HD Trucks, “Let Her Rip” Offers a Safe, Judgement-Free Environment for Fema