CVCO

CAVCO INDUSTRIES, INC.

Nasdaq · Mobile Homes · Inc. DE · CIK 0000278166

$592.76 -1.03% $4.6B

Insider Selling Cluster (3 insiders)21 New Institutional Positions11 Institutional Exits

Vol

Market Cap$4.6B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (88%)

Inst. Holders50 funds

Inst. Value$2.5B

Inst. Activity21 buys / 11 sells

Insider Activity4B / 4S

Insider Net $$383.8K

SEC Reports5

Exchange Nasdaq·Sector Mobile Homes·Inc. DE·CIK 0000278166·Prev Close $598.95

Recent Activity

Jun 9, 2026 Insider

KERLEY RICHARD A sold 500 shares

Director @ $588.76 ($294.4K)

Jun 2, 2026 other

Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing

New zoning laws set to expand placement of manufactured homes statewide, effective July 1 <pre>New z

Jun 1, 2026 SEC

Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares for tax withholding ($

CLUSTER — Impact 3/10

May 28, 2026 Insider

BIGBEE PAUL sold 200 shares

Chief Accounting Officer @ $537.75 ($107.5K)

May 28, 2026 Insider

Boor William C acquired via exercise 13,100 shares

President & CEO @ $158.36 ($2.1M)

May 27, 2026 SEC

A cluster of insider transactions at Cavco Industries includes one open-market sale by President Brian Cira ($16K) and f

CLUSTER — Impact 3/10

May 22, 2026 SEC

Cavco Industries reported fiscal Q4 2026 results with net revenue of $550M (+8% YoY) and diluted EPS of $5.42, beating c

8-K — Impact 5/10

Inst.

Invesco Ltd. — ADD

181,785 shares ($88.0M)

Price Targets

$625.00 +5.4% upside Buy

Current $592.76 Low $575.00 Median $600.00 High $700.00 3 analysts

$575.00 $700.00

Analyst Ratings

Strong Buy88% buy · 8 analysts

2Strong Buy

5Buy

1Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 5, 2026	UBS	INITIATE	Buy

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$5.55 ▼ -3.4%	$5.54 — $5.57	-13% YoY	2
Next Q	$5.96 ▼ -7.4%	$5.60 — $6.31	-9% YoY	2
Current FY	$23.95 ▼ -4.2%	$23.40 — $24.50	-0% YoY	2
Next FY	$29.40 ▼ -2.0%	$29.30 — $29.50	23% YoY	2

Latest Reports

NEUTRAL CLUSTER 3/10

Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares for tax withholding ($

Jun 1, 2026

NEUTRAL CLUSTER 3/10

A cluster of insider transactions at Cavco Industries includes one open-market sale by President Brian Cira ($16K) and f

May 27, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$580.3M	—
Capital World Investors	$298.6M	—
STATE STREET CORP	$194.6M	—
VANGUARD CAPITAL MANAGEMENT LLC	$168.6M	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$153.9M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 9, 2026	KERLEY RICHARD	SELL	$294.4K
May 28, 2026	BIGBEE PAUL	SELL	$107.5K
May 28, 2026	Boor William	M	$2.1M
May 28, 2026	Boor William	F	$3.7M
May 22, 2026	BIGBEE PAUL	F	$15.8K

50 institutional holders with $2.5B total value (5,163,594 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, STATE. Net buying activity: 21 institutions added/increased vs 11 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	1,198,316	$580.3M	23.2%	—
2	Capital World Investors	616,579	$298.6M	11.9%	—
3	STATE STREET CORP	401,905	$194.6M	7.8%	—
4	VANGUARD CAPITAL MANAGEMENT LLC	348,123	$168.6M	6.7%	—
5	VANGUARD PORTFOLIO MANAGEMENT LLC	317,722	$153.9M	6.2%	—
6	DIMENSIONAL FUND ADVISORS LP	200,952	$97.3M	3.9%	—
7	Invesco Ltd.	181,785	$88.0M	3.5%	ADD +88.7%
8	FMR LLC	167,381	$81.1M	3.2%	TRIM -36.4%
9	AMERIPRISE FINANCIAL INC	139,848	$67.7M	2.7%	—
10	Boston Trust Walden Corp	139,783	$67.7M	2.7%	—
11	SCHRODER INVESTMENT MANAGEMENT GROUP	130,081	$60.6M	2.4%	—
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	104,726	$50.7M	2.0%	—
13	Point72 Asset Management, L.P.	102,715	$49.7M	2.0%	ADD +46.0%
14	GOLDMAN SACHS GROUP INC	93,174	$45.1M	1.8%	—
15	GAMCO INVESTORS, INC. ET AL	83,074	$40.2M	1.6%	—
16	VICTORY CAPITAL MANAGEMENT INC	79,243	$38.4M	1.5%	DOUBLED +3186.7%
17	JANUS HENDERSON GROUP PLC	68,741	$33.3M	1.3%	—
18	MORGAN STANLEY	61,383	$29.7M	1.2%	—
19	FRANKLIN RESOURCES INC	58,410	$28.3M	1.1%	ADD +27.0%
20	VANGUARD FIDUCIARY TRUST CO	53,981	$26.1M	1.0%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
Invesco Ltd.	ADD	96,353	181,785	+88.7%	$88.0M	2026-Q1
FMR LLC	TRIM	263,321	167,381	-36.4%	$81.1M	2026-Q1
Point72 Asset Management, L.P.	ADD	70,368	102,715	+46.0%	$49.7M	2026-Q1
VICTORY CAPITAL MANAGEMENT INC	DOUBLED	2,411	79,243	+3186.7%	$38.4M	2026-Q1
FRANKLIN RESOURCES INC	ADD	45,996	58,410	+27.0%	$28.3M	2026-Q1
Capital Research Global Investors	DOUBLED	22,104	47,014	+112.7%	$22.8M	2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.	NEW	—	42,035	—	$20.4M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	11,969	37,929	+216.9%	$18.4M	2026-Q1
TUDOR INVESTMENT CORP ET AL	ADD	15,249	20,234	+32.7%	$9.8M	2026-Q1
ROYCE & ASSOCIATES LP	TRIM	22,504	14,700	-34.7%	$7.1M	2026-Q1
SEI INVESTMENTS CO	ADD	6,839	12,494	+82.7%	$6.1M	2026-Q1
Allspring Global Investments Holdings, LLC	TRIM	13,255	8,458	-36.2%	$4.1M	2026-Q1
MARSHALL WACE, LLP	ADD	5,043	6,840	+35.6%	$3.3M	2026-Q1
Allianz Asset Management GmbH	TRIM	15,850	5,599	-64.7%	$2.7M	2026-Q1
STRS OHIO	ADD	2,300	4,400	+91.3%	$2.1M	2026-Q1
FIRST TRUST ADVISORS LP	ADD	3,402	4,380	+28.7%	$2.1M	2026-Q1
FIFTH THIRD BANCORP	DOUBLED	404	2,824	+599.0%	$1.4M	2026-Q1
Amundi	ADD	1,208	1,609	+33.2%	$779.2K	2026-Q1
Horizon Investments, LLC	TRIM	2,484	1,310	-47.3%	$634.4K	2026-Q1
Mariner, LLC	ADD	850	1,119	+31.6%	$542.1K	2026-Q1
CWM, LLC	DOUBLED	231	740	+220.3%	$358.4K	2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	TRIM	1,274	699	-45.1%	$338.5K	2026-Q1
Vanguard Personalized Indexing Management, LLC	ADD	409	577	+41.1%	$279.4K	2026-Q1
Swiss Life Asset Management Ltd	ADD	361	502	+39.1%	$243.1K	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	DOUBLED	224	1,762	+686.6%	$232.2K	2026-Q1

11 unique insiders with 45 transactions. Net insider value: $383.8K ($860.3K bought, $476.5K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 9, 2026	KERLEY RICHARD A	Director	SELL	500	$588.76	$294.4K
May 28, 2026	BIGBEE PAUL	Chief Accounting Officer	SELL	200	$537.75	$107.5K
May 28, 2026	Boor William C	President & CEO	EXERCISE	13,100	$158.36	$2.1M
May 28, 2026	Boor William C	President & CEO	TAX W/H	6,809	$546.24	$3.7M
May 22, 2026	BIGBEE PAUL	Chief Accounting Officer	TAX W/H	31	$509.17	$15.8K
May 22, 2026	CIRA BRIAN R	President,Manufactured Housing	SELL	31	$509.17	$15.8K
May 22, 2026	Boor William C	President & CEO	TAX W/H	577	$509.17	$293.8K
May 22, 2026	Nino Matthew A	President, Retail	TAX W/H	29	$509.17	$14.8K
May 22, 2026	ADEN ALLISON	EVP, CFO & Treasurer	TAX W/H	22	$509.17	$11.2K
May 22, 2026	BRANDOM JACK S	President, Financial Services	TAX W/H	11	$509.17	$5.6K
May 22, 2026	SCHUKNECHT SETH G	EVP, General Counsel	TAX W/H	63	$509.17	$32.1K
May 20, 2026	Boor William C	President & CEO	TAX W/H	516	$495.11	$255.5K
May 20, 2026	BRANDOM JACK S	President, Financial Services	TAX W/H	12	$495.11	$5.9K
May 20, 2026	BIGBEE PAUL	Chief Accounting Officer	TAX W/H	25	$495.11	$12.4K
May 20, 2026	ADEN ALLISON	EVP, CFO & Treasurer	TAX W/H	89	$495.11	$44.1K
May 20, 2026	Fackrell Regan	President, Standard Casualty	TAX W/H	10	$495.11	$5.0K
May 20, 2026	Nino Matthew A	President, Retail	TAX W/H	19	$495.11	$9.4K
May 20, 2026	CIRA BRIAN R	President,Manufactured Housing	TAX W/H	26	$495.11	$12.9K
May 18, 2026	Nino Matthew A	President, Retail	TAX W/H	242	$458.11	$110.9K
May 18, 2026	ADEN ALLISON	EVP, CFO & Treasurer	AWARD	1,141	—	—
May 18, 2026	ADEN ALLISON	EVP, CFO & Treasurer	TAX W/H	1,894	$458.11	$867.7K
May 18, 2026	Nino Matthew A	President, Retail	AWARD	264	—	—
May 18, 2026	Boor William C	President & CEO	AWARD	4,350	—	—
May 18, 2026	Boor William C	President & CEO	TAX W/H	4,701	$458.11	$2.2M
May 18, 2026	BIGBEE PAUL	Chief Accounting Officer	AWARD	185	—	—
May 18, 2026	CIRA BRIAN R	President,Manufactured Housing	TAX W/H	368	$458.11	$168.6K
May 18, 2026	SCHUKNECHT SETH G	EVP, General Counsel	TAX W/H	341	$458.11	$156.2K
May 18, 2026	BIGBEE PAUL	Chief Accounting Officer	TAX W/H	336	$458.11	$153.9K
May 18, 2026	CIRA BRIAN R	President,Manufactured Housing	AWARD	308	—	—
May 18, 2026	Fackrell Regan	President, Standard Casualty	AWARD	132	—	—
May 18, 2026	SCHUKNECHT SETH G	EVP, General Counsel	AWARD	461	—	—
May 18, 2026	BRANDOM JACK S	President, Financial Services	AWARD	132	—	—
May 15, 2026	Boor William C	President & CEO	TAX W/H	554	$455.76	$252.5K
May 15, 2026	Nino Matthew A	President, Retail	TAX W/H	29	$455.76	$13.2K
May 15, 2026	CIRA BRIAN R	President,Manufactured Housing	TAX W/H	44	$455.76	$20.1K
May 15, 2026	BIGBEE PAUL	Chief Accounting Officer	TAX W/H	45	$455.76	$20.5K
May 15, 2026	ADEN ALLISON	EVP, CFO & Treasurer	SELL	129	$455.76	$58.8K
Apr 18, 2026	SCHUKNECHT SETH G	EVP, General Counsel	TAX W/H	41	$539.06	$22.1K
Apr 10, 2026	Boor William C	President & CEO	EXERCISE	10,200	$125.69	$1.3M
Apr 10, 2026	Boor William C	President & CEO	TAX W/H	4,987	$519.67	$2.6M
Feb 13, 2026	SCHUKNECHT SETH G	EVP, General Counsel	TAX W/H	44	$590.38	$26.0K
Feb 4, 2026	Greenblatt David A.	Director	BUY	87	$500.00	$43.5K
Feb 4, 2026	Boor William C	President & CEO	BUY	1,000	$495.00	$495.0K
Feb 3, 2026	Greenblatt David A.	Director	BUY	400	$462.43	$185.0K
Feb 2, 2026	MOSTER STEVEN W	Director	BUY	300	$456.23	$136.9K

5 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.4/10.

NEUTRAL CLUSTER 3/10

Cavco Industries CEO William Boor exercised 13,100 derivative shares and surrendered 6,809 shares fo

Jun 1, 2026

NEUTRAL CLUSTER 3/10

A cluster of insider transactions at Cavco Industries includes one open-market sale by President Bri

May 27, 2026

MIXED 8-K 5/10

Cavco Industries reported fiscal Q4 2026 results with net revenue of $550M (+8% YoY) and diluted EPS

May 22, 2026

BULLISH PRESS-RELEASE 6/10

Cavco Industries reported Q4 FY2026 EPS of $5.42, a 2.3% beat vs the $5.30 consensus, on revenue of

May 21, 2026

NEUTRAL PRESS-RELEASE 5/10

Cavco Industries reported Q3 FY2026 EPS of $5.58, a 5.3% beat vs. the $5.30 consensus estimate, thou

May 14, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 8 analysts: 2 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$625.00 mean target +5.4% upside Buy (1.33)

$575.00 Low $700.00 High

Metric	Value
Current Price	$592.76
Target Low	$575.00
Target Mean	$625.00
Target Median	$600.00
Target High	$700.00
# Analysts	3
Recommendation	Buy (1.33)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$5.55	$5.54	$5.57	-13.5%	-3.4%	0↑ 1↓	$0.6B	6.1%	2
Next Q 2026-09-30	$5.96	$5.60	$6.31	-9.1%	-7.4%	1↑ 0↓	$0.6B	7.6%	2
Current FY 2027-03-31	$23.95	$23.40	$24.50	-0.1%	-4.2%	0↑ 1↓	$2.4B	6.0%	2
Next FY 2028-03-31	$29.40	$29.30	$29.50	22.8%	-2.0%	—	$2.6B	7.5%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$5.554
7d ago	$5.680	-0.126
30d ago	$5.750	-0.196
60d ago	$5.750	-0.196
90d ago	$5.750	-0.196

1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 5, 2026	UBS	INITIATE	—	Buy

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	5	1	88%
May 1, 2026	2	5	1	88%
Apr 1, 2026	2	5	1	88%
Mar 1, 2026	2	5	1	88%
Feb 1, 2026	2	5	1	88%
Jan 1, 2026	2	5	2	78%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026

other

Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing

New zoning laws set to expand placement of manufactured homes statewide, effective July 1 <pre>New zoning laws set to expand placement of manufactured

May 21, 2026

earnings

Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results

Cavco finishes fiscal year with record number of homes sold <pre>Cavco finishes fiscal year with record number of homes sold</pre>

May 21, 2026

earnings_calendar

CVCO Q4 2026 Earnings After Market Close — 2026-05-21

May 20, 2026

other

Cavco Industries Announces Building New Manufacturing Facility in El Mirage, Arizona

Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region <pre>Cav

May 20, 2026

earnings_calendar

CVCO Q4 2026 Earnings After Market Close — 2026-05-20

May 14, 2026

earnings

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Fourth Quarter and Year End Earnings Release and Conference Call Webcast

<p align="justify">Phoenix, May 14, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the fourth quarter and

Feb 27, 2026

short_interest

FTD: CVCO — 1,732 shares ($1.0M) failed to deliver

Settlement: 20260227, Price: $576.29, FTD Value: $998,134.28, CAVCO INDUSTRIES INC DEL