NOMD Nomad Foods Ltd

NEUTRAL Impact: 3/10 6-K
Horizon weeks Filed May 8, 2026 Processed 1mo ago SEC 0001651717-26-000017
Notable filing: 6-K
Latest settled — T+20d
NOMD ▲ +6.90% at T+20d
NEUTRAL call ✓ call won +6.90% · α vs SPY +6.87% · entry $9.27 → $9.91
Next anchor: T+60d in 8w
Last close $9.93 (close Jun 8) · +7.11% from $9.27 entry
Entry anchored
May 8, 2026
via day open
T+1d
+0.42%
call +0.42% · α +0.19%
$9.31
settled 4w ago
T+5d
+5.60%
call +5.60% · α +4.14%
$9.79
settled 26d ago
T+20d
+6.90%
call +6.90% · α +6.87%
$9.91
settled yesterday
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Nomad Foods implemented a Co-Investment and Share Option Matching Sub Plan under its 2025 Equity Incentive Plan, granting performance-based options to the CEO, CFO, Co-Chairmen, and other senior leaders. The plan requires participants to purchase and hold a specified number of shares to receive options that vest based on share price hurdles ranging from $16.00 to $25.00 or more, with a maximum of up to 10.35 million options issuable. This is a routine compensation and retention mechanism with no immediate financial impact.

Actionable Insight

This is a standard long-term incentive plan with no immediate trading signal. Monitor future filings for actual option exercises and share price performance relative to hurdles, but no near-term catalyst.

Key Facts

  • Plan effective May 5, 2026, under the 2025 Equity Incentive Plan.
  • CEO Dominic Brisby: Share Purchase Target of 500,000 shares, maximum 5,000,000 options.
  • CFO Ruben Baldew: Share Purchase Target of 185,000 shares, maximum 1,850,000 options.
  • Co-Chairmen Sir Martin E. Franklin and Noam Gottesman each: Share Purchase Target of 500,000 shares, maximum 1,000,000 options each.
  • Additional Designated Persons: aggregate Share Purchase Target of 300,000 shares, aggregate maximum of 1,500,000 options.
  • Options have a five-year term, vest based on 20-day VWAP hurdles, and are exercisable between the third and fifth anniversaries of the grant date.
  • Options granted on May 7, 2026, with exercise price equal to the closing share price on that date.
  • Accelerated vesting on a Change of Control subject to share price hurdle achievement.

Financial Impact

No immediate financial impact; potential future dilution of up to 10.35 million shares if all options vest and are exercised, but contingent on share price appreciation above $16.00.

dilution

Risk Factors

  • Potential dilution of up to ~10.35 million shares if all options vest and are exercised.
  • Options are performance-based and may never vest if share price remains below $16.00.

Market Snapshot

Exchange
NYSE
Sector
Food and Kindred Products
Analyst Consensus
83% bullish (12 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001651717-26-000017
Document: 0001651717-26-000017-index-headers.html0001651717-26-000017
Document: 0001651717-26-000017-index.html0001651717-26-000017
Document: 0001651717-26-000017.txt0001651717-26-000017
6 reports for NOMD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NOMD — sortable, filterable
Type Now
Jun 8, 2026
1d ago
6-K
NEUTRAL ★ 2/10
$9.94 awaiting T+5awaiting T+5$9.93 (−0.10%)
May 18, 2026
22d ago
Insider Cluster
BULLISH ★ 6/10
$10.30 $10.23▼ −0.68%▼ −2.93%$9.93 (−3.59%)
May 15, 2026
25d ago
Insider Cluster
BULLISH ★ 6/10
$10.24 $10.21▼ −0.29%▼ −1.91%$9.93 (−3.03%)
May 13, 2026
27d ago
6-K
NEUTRAL ★ 2/10
$9.09 $10.30▲ +13.31%▲ +14.47%$9.93 (+9.24%)
May 8, 2026
4w ago
6-K
NEUTRAL ★ 3/10
$9.27 $9.79▲ +5.60%▲ +4.14%$9.93 (+7.11%)
Apr 30, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$9.55 $9.96▲ +4.32%▲ +2.59%$9.93 (+4.03%)
Showing 6 of 6

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