MDV

MODIV INDUSTRIAL, INC.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001645873
$18.28 +0.08% $188.6M
3 New Institutional Positions
Vol
Market Cap$188.6M
Cap SizeMicro Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders8 funds
Inst. Value$10.3M
Inst. Activity3 buys / 1 sells
SEC Reports1
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001645873·Prev Close $18.27

Recent Activity

May 18, 2026 earnings_calendar
MDV Q1 2026 Earnings Before Market Open — 2026-05-18
May 15, 2026 Insider
Gingras Christopher Raymond sold 29.962 shares
Director @ $18.17 ($544.40)
Apr 15, 2026 Insider
Gingras Christopher Raymond sold 43.05 shares
Director @ $24.97 ($1.1K)
Apr 15, 2026 Insider
Gingras Christopher Raymond sold 34.558 shares
Director @ $15.65 ($540.84)
Mar 19, 2026 SEC
Modiv Industrial declared quarterly dividends on its 7.375% Series A Preferred Stock ($0.4609375 per share) and monthly
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
36,767 shares ($529.1K)
Inst.
BANK OF AMERICA CORP — ADD
16,493 shares ($237.3K)

Price Targets

$18.67 +2.1% upside Hold
Current $18.28 Low $18.00 Median $19.00 High $19.00 6 analysts
$18.00 $19.00

Analyst Ratings

Strong Buy90% buy · 10 analysts
2Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Alliance Global Partners DOWNGRADE Buy → Neutral
Apr 7, 2026 Cantor Fitzgerald REITERATE Overweight → Overweight
Nov 24, 2025 Freedom Broker MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.04 $0.04 — $0.04 -60% YoY 1
Next Q $0.02 $0.02 — $0.02 0% YoY 1
Current FY $0.10 ▼ -38.8% $0.10 — $0.10 132% YoY 1
Next FY $0.13 $0.13 — $0.13 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.1M
RENAISSANCE TECHNOLOGIES LLC$949.7K
TWO SIGMA INVESTMENTS, LP$869.7KNEW
MORGAN STANLEY$529.1KADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$451.0KNEW

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Gingras ChristopherJ$544.40
Apr 15, 2026Gingras ChristopherJ$1.1K
Apr 15, 2026Gingras ChristopherJ$540.84
Mar 31, 2026SMITH KIMBERLYA$15.0K
Mar 31, 2026Tirondola ConnieA$15.0K
8 institutional holders with $10.3M total value (712,782 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, TWO. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC490,878$7.1M68.9%
2RENAISSANCE TECHNOLOGIES LLC65,998$949.7K9.3%
3TWO SIGMA INVESTMENTS, LP60,439$869.7K8.5%NEW
4MORGAN STANLEY36,767$529.1K5.2%ADD +28.0%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC31,343$451.0K4.4%NEW
6BANK OF AMERICA CORP /DE/16,493$237.3K2.3%ADD +57.3%
7WELLS FARGO & COMPANY/MN10,488$150.9K1.5%ADD +46.3%
8FMR LLC376$5.4K0.1%NEAR_EXIT -81.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD28,72736,767+28.0%$529.1K2025-Q4
BANK OF AMERICA CORP /DE/ADD10,48216,493+57.3%$237.3K2025-Q4
WELLS FARGO & COMPANY/MNADD7,17110,488+46.3%$150.9K2025-Q4
FMR LLCNEAR_EXIT1,982376-81.0%$5.4K2025-Q4
TWO SIGMA INVESTMENTS, LPNEW56,311$824.4K2025-Q3
UBS Group AGDOUBLED9,28731,094+234.8%$455.2K2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED3,01010,482+248.2%$153.5K2025-Q3
FMR LLCADD1,0481,982+89.1%$29.0K2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW26,343$370.9K2025-Q2
UBS Group AGADD5,8099,287+59.9%$130.8K2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED3176,003+1793.7%$84.5K2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED753,010+3913.3%$42.4K2025-Q2
FMR LLCDOUBLED2061,048+408.7%$14.8K2025-Q2
UBS Group AGADD3,8805,809+49.7%$93.2K2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED1317+31600.0%$5.1K2025-Q1
FMR LLCDOUBLED36206+472.2%$3.3K2025-Q1
UBS Group AGTRIM12,3683,880-68.6%$57.7K2024-Q4
CITADEL ADVISORS LLCEXIT20,9290-100.0%$0.002024-Q4
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Gingras Christopher RaymondDirectorJ29.962$18.17$544.40
Apr 15, 2026Gingras Christopher RaymondDirectorJ43.05$24.97$1.1K
Apr 15, 2026Gingras Christopher RaymondDirectorJ34.558$15.65$540.84
Mar 31, 2026SMITH KIMBERLY JDirectorA1,047.486$14.32$15.0K
Mar 31, 2026Tirondola ConnieDirectorA1,047.486$14.32$15.0K
Mar 31, 2026Gingras Christopher RaymondDirectorA1,047.486$14.32$15.0K
Mar 31, 2026NOLAN THOMAS H JRDirectorA1,047.486$14.32$15.0K
Mar 13, 2026Gingras Christopher RaymondDirectorJ36.763$14.61$537.11
Feb 13, 2026Halfacre Aaron ScottCEO and PresidentJ895.871$14.24$12.8K
Feb 13, 2026SMITH KIMBERLY JDirectorJ120.774$14.24$1.7K
Feb 13, 2026Gingras Christopher RaymondDirectorJ44.745$14.24$637.17
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.

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

Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 2 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$18.67 mean target +2.1% upside Hold (2.67)
$18.00 Low $19.00 High
MetricValue
Current Price$18.28
Target Low$18.00
Target Mean$18.67
Target Median$19.00
Target High$19.00
# Analysts6
RecommendationHold (2.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.04 $0.04 $0.04 -60.4% 0↑ 1↓ $0.0B -1.2% 1
Next Q
2026-09-30
$0.02 $0.02 $0.02 0.0% 0↑ 1↓ $0.0B 3.0% 1
Current FY
2026-12-31
$0.10 $0.10 $0.10 132.3% -38.8% $0.0B 1.6% 1
Next FY
2027-12-31
$0.13 $0.13 $0.13 $0.0B 4.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.040
7d ago$0.040
30d ago$0.000+0.040
60d ago$0.040
90d ago$0.040
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Alliance Global Partners DOWNGRADE Buy Neutral
Apr 7, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
Nov 24, 2025 Freedom Broker MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262710090%
Apr 1, 20262710090%
Mar 1, 20262710090%
Feb 1, 20262610089%
Jan 1, 20263610090%
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 18, 2026
earnings_calendar
MDV Q1 2026 Earnings Before Market Open — 2026-05-18
Mar 27, 2026
earnings_calendar
MDV Q4 2025 Earnings Before Market Open — 2026-03-27
Mar 10, 2026
earnings_calendar
MDV Q4 2025 Earnings Before Market Open — 2026-03-10