Cavco Industries, Inc. (CVCO)

Ashford Capital sold 19,607 shares of Cavco Industries in the fourth quarter; the estimated transaction value was $11.11 million based on quarterly average prices. Meanwhile, the quarter-end stake value decreased by $11.10 million, reflecting both trading and stock price movements.

Cavco Industries, Inc. (NASDAQ: CVCO - Get Free Report) has been given a consensus rating of "Moderate Buy" by the five analysts that are currently covering the firm, Marketbeat.com reports. Two investment analysts have rated the stock with a hold recommendation, two have assigned a buy recommendation and one has issued a strong buy recommendation on

As often happens when quarterly earnings disappoint, Wall Street gave Cavco shares a noteworthy pounding after the company reported its third fiscal quarter. Usually, I consider beats or misses as important as a pimple on an elephant. But sometimes, a bad pimple may warrant medical attention to search for bigger problems. I, a self-professed financial/investment pseudo dermatologist, examined patient CVCO. I diagnose its pimple as quite messy, but not a danger to the investment case for its stock.

Cavco Industries (NASDAQ: CVCO) reported third-quarter fiscal 2026 results shaped by the closing of its American Homestar acquisition, while also navigating a seasonal slowdown in industry shipments and higher expenses tied to the deal. Industry demand, volumes, and backlog trends President and CEO Bill Boor said there were "a lot of moving parts" in the quarter's

Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript

PHOENIX, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation.

PHOENIX, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 27, 2025 on Thursday, January 29, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 30, 2026 at 1:00 p.m. Eastern Time.

Confluence Investment Management LLC lifted its holdings in Cavco Industries, Inc. (NASDAQ: CVCO) by 62.6% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,287 shares of the construction company's stock after acquiring an additional 4,729 shares during the period. Confluence Investment Management LLC owned

Caxton Associates LLP bought a new position in shares of Cavco Industries, Inc. (NASDAQ: CVCO) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,850 shares of the construction company's stock, valued at approximately $1,238,000. A number

Fisher Asset Management LLC lowered its position in Cavco Industries, Inc. (NASDAQ: CVCO) by 61.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,682 shares of the construction company's stock after selling 44,797 shares during the period. Fisher Asset Management LLC owned 0.35%

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Franklin Resources Inc. grew its position in shares of Cavco Industries, Inc. (NASDAQ: CVCO) by 11.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,218 shares of the construction company's stock after acquiring an additional 1,285 shares during

Ballast Asset Management LP lowered its position in Cavco Industries, Inc. (NASDAQ: CVCO) by 23.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,158 shares of the construction company's stock after selling 3,753 shares during the quarter. Cavco Industries comprises

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Cavco Industries delivered strong Q2 results with 9.6% YoY revenue growth, driven by factory-built housing and strategic production adjustments. CVCO's acquisition of American Homestar expands its presence in high-growth southern regions, boosting market share to 15% and retail locations to 100. Despite a premium 22x forward P/E, CVCO's robust EPS outlook, debt-free balance sheet, and active buyback program support further upside potential.

Macroeconomic headwinds are plaguing the housing sector, but certain pockets continue to thrive. Installers and low-cost providers have been able to dampen the effects of high rates and home prices.