Cadre HoldingsCDRE
Market Cap: 1.5B
About: Cadre Holdings Inc is engaged in the design and manufacture of a diversified product portfolio of critical safety and survivability equipment to protect first responders, federal agencies, outdoor recreation, and personal protection markets. The Company's equipment provides critical protection to allow its users to safely and securely perform their duties and protect those around them in hazardous or life-threatening situations. Its operations are comprised of two reportable segments: Products and Distribution.
Employees: 2,435
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
370% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 10
100% more call options, than puts
Call options by funds: $166K | Put options by funds: $83K
39% more capital invested
Capital invested by funds: $609M [Q4 2023] → $846M (+$238M) [Q1 2024]
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
36% more funds holding
Funds holding: 103 [Q4 2023] → 140 (+37) [Q1 2024]
9.52% more ownership
Funds ownership: 49.25% [Q4 2023] → 58.76% (+9.52%) [Q1 2024]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2023] → 3 (+0) [Q1 2024]
Research analyst outlook
4 Wall Street Analysts provided 1 year price forecasts over the past 6 months
4 analyst ratings
Roth MKM Matt Koranda | 17%upside $43 | Buy Reiterated | 6 Mar 2024 |
B. Riley Securities Jeff Van Sinderen | 30%upside $48 | Buy Reiterated | 6 Mar 2024 |
Stifel Bert Subin | 8%downside $34 | Hold Maintained | 6 Mar 2024 |
Stephens & Co. Daniel Imbro | 8%upside $40 | Overweight Maintained | 16 Feb 2024 |