Turning Point Brands

TPB

Market cap $2.27B

The executive chairman of Turning Point Brands sold 30,000 directly held shares for $3.31 million on Dec. 19. The transaction represented 19.10% of Glazek's direct holdings, reducing his position to 127,083 shares after the sale, as reported.

The nicotine pouch craze drove Turning Point Brands stock up 80% this year.

Turning Point Brands is significantly undervalued because investors are not adequately pricing in the growth of its modern oral nicotine pouch segment (FRE/ALP). A sum-of-the-parts DCF analysis, which separately values the declining legacy business and the high-growth pouch segment, results in a combined fair value of $194 per share. Value realization relies on three main factors: onshoring production to expand margins, securing a national rollout in major convenience stores like 7/11, and increased marketing.

TPB, JNJ and NEE highlight how defensive stocks can offer stability and steady growth potential amid rising uncertainty for 2026.

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Here is how Turning Point Brands (TPB) and Village Farms (VFF) have performed compared to their sector so far this year.

Prospect Capital added 59,250 shares of Turning Point Brands, worth an estimated $6.65 million increase in position value. The transaction represents 2.1% of fund's 13F reportable assets under management.

New York City-based Findell Capital Management added 90,000 shares of Turning Point Brands for an estimated $8.9 million in the third quarter. The move marked a new position for Findell, which reported holding no shares of Turning Point Brands in the previous quarter.

Cannell Capital increased its position in Turning Point Brands by 119,821 shares, representing a value change of $13.24 million. The purchase resulted in Turning Point Brands stock rising to 2.7% of the fund's 13F reportable assets under management.

Ballast reduced its Turning Point Brands stake by 34,077 shares; estimated $3.08 million trade based on the Q3 2025 average price. The transaction represents 1.41% of Ballast's assets under management.