CVCO icon

Cavco Industries

403.12 USD
-8.84
2.15%
At close Jul 30, 4:00 PM EDT
After hours
403.12
+0.00
0.00%
1 day
-2.15%
5 days
-3.62%
1 month
-7.21%
3 months
-18.37%
6 months
-15.46%
Year to date
-8.19%
1 year
-4.01%
5 years
98.58%
10 years
463.17%
 

About: Cavco Industries Inc designs and produces factory-built homes under the Cavco Homes, Fleetwood Homes, and Palm Harbor Homes brands. It also produces modular homes, park model homes, and vacation cabins, as well as commercial structures, among others. The company operates principally in two segments: Factory-built housing, which includes wholesale and retail systems-built housing operations, and the Financial services segment, which includes manufactured housing consumer finance and insurance. Cavco receives a majority of its revenue from the Factory-built housing segment.

Employees: 7,000

0
Funds holding %
of 7,323 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

206% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $3.42B [Q4 2024] → $3.97B (+$548M) [Q1 2025]

11% more funds holding

Funds holding: 296 [Q4 2024] → 330 (+34) [Q1 2025]

0.83% more ownership

Funds ownership: 94.61% [Q4 2024] → 95.44% (+0.83%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 6 (+0) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 114

9% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $13.5M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target
$550
36%
upside
Avg. target
$550
36%
upside
High target
$550
36%
upside

1 analyst rating

positive
0%
neutral
100%
negative
0%
Wedbush
Jay McCanless
36%upside
$550
Neutral
Reiterated
27 May 2025

Financial journalist opinion

Neutral
GlobeNewsWire
1 week ago
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 First Quarter Earnings Release and Conference Call Webcast
PHOENIX, July 23, 2025 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the first quarter ended June 28, 2025 on Thursday, July 31, 2025 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, August 1, 2025 at 1:00 p.m. Eastern Time.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 First Quarter Earnings Release and Conference Call Webcast
Neutral
GlobeNewsWire
2 weeks ago
Cavco Industries Announces Planned Acquisition of Manufactured Home Builder and Retailer, American Homestar Corporation
PHOENIX, July 14, 2025 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("Cavco" or the "Company") announced today that it has entered into a definitive agreement to acquire American Homestar Corporation and its subsidiaries (collectively, "American Homestar"), a Houston-based company best known in the market as Oak Creek Homes. American Homestar operates two manufacturing facilities, nineteen retail locations, writes and sells a limited number of manufactured home loans and acts as an agent for third party insurers. With 800 employees, revenues for the twelve months ended May 31, 2025 were $194 million, net income was $16.6 million and earnings before interest, taxes, depreciation, amortization, and other income ("Adjusted EBITDA") (non-GAAP)* was $17.8 million. During that time, American Homestar produced 1,676 homes.
Cavco Industries Announces Planned Acquisition of Manufactured Home Builder and Retailer, American Homestar Corporation
Positive
Seeking Alpha
1 month ago
Cavco Industries: Resilient Performance Amid Market Headwinds
Cavco delivered strong revenue growth driven by higher home sales, with slightly compressed margins due to product mix shifts. Brand unification under the Cavco name enhances marketing, operational flexibility, and positions the company for long-term growth and national presence. While tariffs and regional pricing pose short-term risks, management's proactive strategies and pricing power should mitigate margin impacts.
Cavco Industries: Resilient Performance Amid Market Headwinds
Positive
Benzinga
1 month ago
Top 3 Consumer Stocks You'll Regret Missing This Quarter
The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.
Top 3 Consumer Stocks You'll Regret Missing This Quarter
Positive
Benzinga
1 month ago
5 Stock Picks Last Month From Wall Street's Most Accurate Analysts
U.S. stocks settled mixed on Friday, with the Dow Jones index gaining more than 50 points during the session after President Donald Trump accused China of "totally" breaching a tariff agreement, raising new fears over trade disputes.
5 Stock Picks Last Month From Wall Street's Most Accurate Analysts
Neutral
Seeking Alpha
2 months ago
Cavco Industries, Inc. (CVCO) Q4 2025 Earnings Call Transcript
Cavco Industries, Inc. (NASDAQ:CVCO ) Q4 2025 Earnings Conference Call May 23, 2025 10:00 AM ET Company Participants Mark Fusler - Corporate Controller and IR Bill Boor - President and CEO Allison Aden - EVP and CFO Paul Bigbee - CAO Conference Call Participants Justin Ages - CJS Securities Greg Palm - Craig-Hallum Jay McCanless - Wedbush Jesse Lederman - Zelman & Associates Operator Good day and thank you for standing by. Welcome to the Cavco Industries Fourth Quarter 2025 Earnings Call.
Cavco Industries, Inc. (CVCO) Q4 2025 Earnings Call Transcript
Positive
Zacks Investment Research
2 months ago
Cavco (CVCO) Q4 Earnings Surpass Estimates
Cavco (CVCO) came out with quarterly earnings of $5.40 per share, beating the Zacks Consensus Estimate of $5.23 per share. This compares to earnings of $4.03 per share a year ago.
Cavco (CVCO) Q4 Earnings Surpass Estimates
Neutral
GlobeNewsWire
2 months ago
Cavco Industries Reports Fiscal 2025 Fourth Quarter and Year End Results
Net income per diluted share was $4.47 and Adjusted net income (non-GAAP) per diluted share was $5.40 after previously announced non-cash charge Net income per diluted share was $4.47 and Adjusted net income (non-GAAP) per diluted share was $5.40 after previously announced non-cash charge
Cavco Industries Reports Fiscal 2025 Fourth Quarter and Year End Results
Neutral
GlobeNewsWire
2 months ago
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Fourth Quarter and Year End Earnings Release and Conference Call Webcast
PHOENIX, May 14, 2025 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the fourth quarter and fiscal year ended March 29, 2025 on Thursday, May 22, 2025 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, May 23, 2025 at 10:00 a.m. Eastern Time.
Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Fourth Quarter and Year End Earnings Release and Conference Call Webcast
Positive
Investors Business Daily
4 months ago
Manufactured-Home Builder Nails Industry Leadership As Stock Nears Buy Point
While the homebuilding industry is in a slump, manufactured-home builders are doing better. The post Manufactured-Home Builder Nails Industry Leadership As Stock Nears Buy Point appeared first on Investor's Business Daily.
Manufactured-Home Builder Nails Industry Leadership As Stock Nears Buy Point
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