SKY
Champion Homes, Inc.
$75.20
+0.58%
$4.3B
No data for this timeframe.
Vol
Market Cap$4.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders7 funds
Inst. Value$817.5M
Inst. Activity2 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$619.3K
SEC Reports3
Congressional2 trades
Recent Activity
Jun 5, 2026
Insider
KIMMELL JOSEPH A. sold 5,043 shares
EVP, Operations @ $75.83 ($382.4K)
Jun 1, 2026
SEC
Tawn Kelley resigned as Chair and board member of Champion Homes, effective immediately, with no disagreement cited. Mic
8-K — Impact 2/10
May 26, 2026
SEC
Champion Homes reported Q4 FY2026 GAAP EPS of $0.53, missing the $0.63 consensus by 16%, while revenue grew 4.6% to $621
8-K — Impact 6/10
May 26, 2026
earnings_calendar
SKY Q4 2026 Earnings After Market Close — 2026-05-26
Mar 31, 2026
Insider
Larson Timothy Mark sold 1,053 shares
President & CEO @ $72.54 ($76.4K)
Mar 29, 2026
Insider
Hough Laurie M. sold 1,259 shares
Other @ $72.54 ($91.3K)
Mar 3, 2026
SEC
Champion Homes, Inc. appointed Timothy Kingston as Chief Accounting Officer and principal accounting officer, effective
8-K — Impact 3/10
Inst.
BANK OF AMERICA CORP — ADD
529,867 shares ($44.8M)
Price Targets
$90.67
+16.8% upside
Buy
Current $77.64
Low $75.00
Median $92.50
High $100.00
6 analysts
$75.00
$100.00
Analyst Ratings
1Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Citigroup | INITIATE | Buy |
| May 27, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 27, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Jan 15, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.87 ▼ -16.1% | $0.82 — $0.91 | -27% YoY | 6 |
| Next Q | $0.89 ▼ -11.2% | $0.78 — $0.99 | -12% YoY | 6 |
| Current FY | $3.40 ▼ -8.6% | $3.06 — $3.63 | -12% YoY | 6 |
| Next FY | $4.02 ▼ -6.2% | $3.53 — $4.48 | 18% YoY | 6 |
Latest Reports
NEUTRAL
8-K
2/10
Tawn Kelley resigned as Chair and board member of Champion Homes, effective immediately, with no disagreement cited. Mic
Jun 1, 2026
BEARISH
8-K
6/10
Champion Homes reported Q4 FY2026 GAAP EPS of $0.53, missing the $0.63 consensus by 16%, while revenue grew 4.6% to $621
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $487.4M | — |
| FMR LLC | $134.7M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $62.4M | NEW |
| BANK OF AMERICA CORP | $44.8M | ADD |
| NORGES BANK | $40.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | KIMMELL JOSEPH | SELL | $382.4K |
| Mar 31, 2026 | Larson Timothy | F | $76.4K |
| Mar 29, 2026 | Hough Laurie | F | $91.3K |
| Mar 29, 2026 | KIMMELL JOSEPH | F | $44.0K |
| Mar 29, 2026 | Burkhardt Timothy | F | $28.9K |
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
7 institutional holders with $817.5M total value (9,675,009 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,767,896 | $487.4M | 59.6% | — |
| 2 | FMR LLC | 1,594,172 | $134.7M | 16.5% | ADD +25.1% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 738,884 | $62.4M | 7.6% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 529,867 | $44.8M | 5.5% | ADD +31.4% |
| 5 | NORGES BANK | 478,952 | $40.5M | 5.0% | NEW |
| 6 | MORGAN STANLEY | 404,828 | $34.2M | 4.2% | ADD +47.3% |
| 7 | WELLS FARGO & COMPANY/MN | 160,410 | $13.6M | 1.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 403,146 | 529,867 | +31.4% | $44.8M | 2025-Q4 |
| NORGES BANK | NEW | — | 478,952 | — | $40.5M | 2025-Q4 |
| UBS Group AG | ADD | 343,719 | 457,836 | +33.2% | $35.0M | 2025-Q3 |
| NORGES BANK | EXIT | 644,623 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | ADD | 1,811,291 | 2,265,877 | +25.1% | $141.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 644,623 | — | $40.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 248,073 | 357,438 | +44.1% | $22.4M | 2025-Q2 |
| UBS Group AG | TRIM | 521,514 | 343,719 | -34.1% | $21.5M | 2025-Q2 |
| UBS Group AG | ADD | 284,689 | 521,514 | +83.2% | $49.4M | 2025-Q1 |
| NORGES BANK | EXIT | 787,126 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | ADD | 595,524 | 787,126 | +32.2% | $69.3M | 2024-Q4 |
| MORGAN STANLEY | ADD | 409,162 | 602,741 | +47.3% | $53.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 52,349 | 284,689 | +443.8% | $25.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 251,190 | 126,903 | -49.5% | $11.2M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 39,700 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 639,981 | — | $60.7M | 2024-Q3 |
| MORGAN STANLEY | ADD | 264,466 | 409,162 | +54.7% | $38.8M | 2024-Q3 |
8 unique insiders with 2 transactions. Net insider value: -$619.3K ($0.00 bought, $619.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | KIMMELL JOSEPH A. | EVP, Operations | SELL | 5,043 | $75.83 | $382.4K |
| Mar 31, 2026 | Larson Timothy Mark | President & CEO | F | 1,053 | $72.54 | $76.4K |
| Mar 29, 2026 | Hough Laurie M. | Other | F | 1,259 | $72.54 | $91.3K |
| Mar 29, 2026 | KIMMELL JOSEPH A. | EVP, Operations | F | 606 | $72.54 | $44.0K |
| Mar 29, 2026 | Burkhardt Timothy A. | VP & Controller | F | 399 | $72.54 | $28.9K |
| Mar 29, 2026 | LYALL JONATHAN WADE | EVP Sales/Business Development | F | 508 | $72.54 | $36.9K |
| Mar 25, 2026 | Kingston Timothy M. | Chief Accounting Officer | A | 1,802 | $0.00 | $0.00 |
| Mar 25, 2026 | Hough Laurie M. | Other | F | 4,814 | $72.54 | $349.2K |
| Mar 25, 2026 | McKinstray David | EVP, CFO, Treasurer | A | 7,842 | $0.00 | $0.00 |
| Mar 25, 2026 | Burkhardt Timothy A. | VP & Controller | F | 2,369 | $72.54 | $171.8K |
| Mar 25, 2026 | KIMMELL JOSEPH A. | EVP, Operations | F | 3,466 | $72.54 | $251.4K |
| Mar 25, 2026 | Larson Timothy Mark | President & CEO | F | 3,928 | $72.54 | $284.9K |
| Mar 25, 2026 | Larson Timothy Mark | President & CEO | A | 22,517 | $0.00 | $0.00 |
| Mar 25, 2026 | LYALL JONATHAN WADE | EVP Sales/Business Development | F | 3,466 | $72.54 | $251.4K |
| Mar 25, 2026 | LYALL JONATHAN WADE | EVP Sales/Business Development | A | 5,721 | $0.00 | $0.00 |
| Mar 25, 2026 | Krueger Laurel | SVP, Gen. Counsel & Secretary | A | 5,670 | $0.00 | $0.00 |
| Mar 25, 2026 | Krueger Laurel | SVP, Gen. Counsel & Secretary | F | 436 | $75.62 | $33.0K |
| Mar 20, 2026 | Larson Timothy Mark | President & CEO | F | 1,113 | $72.54 | $80.7K |
| Mar 20, 2026 | KIMMELL JOSEPH A. | EVP, Operations | F | 975 | $72.54 | $70.7K |
| Mar 20, 2026 | Burkhardt Timothy A. | VP & Controller | F | 690 | $72.54 | $50.1K |
| Mar 20, 2026 | Hough Laurie M. | Other | F | 1,289 | $72.54 | $93.5K |
| Mar 20, 2026 | LYALL JONATHAN WADE | EVP Sales/Business Development | F | 829 | $72.54 | $60.1K |
| Mar 6, 2026 | KIMMELL JOSEPH A. | EVP, Operations | SELL | 2,880 | $82.25 | $236.9K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 3.7/10.
NEUTRAL
8-K
2/10
Tawn Kelley resigned as Chair and board member of Champion Homes, effective immediately, with no dis
Jun 1, 2026
BEARISH
8-K
6/10
Champion Homes reported Q4 FY2026 GAAP EPS of $0.53, missing the $0.63 consensus by 16%, while reven
May 26, 2026
NEUTRAL
8-K
3/10
Champion Homes, Inc. appointed Timothy Kingston as Chief Accounting Officer and principal accounting
Mar 3, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 1 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$90.67 mean target
+16.8% upside
Buy (1.83)
$75.00 Low
$100.00 High
| Metric | Value |
|---|---|
| Current Price | $77.64 |
| Target Low | $75.00 |
| Target Mean | $90.67 |
| Target Median | $92.50 |
| Target High | $100.00 |
| # Analysts | 6 |
| Recommendation | Buy (1.83) |
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 |
$0.87 | $0.82 | $0.91 | -26.7% | -16.1% | 0↑ 4↓ | $0.7B | 0.1% | 6 |
| Next Q 2026-09-30 |
$0.89 | $0.78 | $0.99 | -12.4% | -11.2% | 0↑ 4↓ | $0.7B | 2.0% | 6 |
| Current FY 2027-03-31 |
$3.40 | $3.06 | $3.63 | -11.8% | -8.6% | 0↑ 4↓ | $2.8B | 3.3% | 6 |
| Next FY 2028-03-31 |
$4.02 | $3.53 | $4.48 | 18.3% | -6.2% | 0↑ 2↓ | $2.9B | 6.1% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.873 | |
| 7d ago | $0.878 | -0.005 |
| 30d ago | $1.040 | -0.167 |
| 60d ago | $1.032 | -0.159 |
| 90d ago | $1.032 | -0.159 |
3 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 | Citigroup | INITIATE | — | Buy |
| May 27, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 27, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 15, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| May 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| Apr 1, 2026 | 1 | 7 | 2 | 0 | 0 | 80% | |
| Mar 1, 2026 | 1 | 6 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 1 | 6 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 1 | 6 | 4 | 0 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Skyline Champion Corp | Apr 8, 2026 (37d) |
| Feb 23, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Skyline Champion Corp | Mar 10, 2026 (16d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 26, 2026
earnings_calendar
SKY Q4 2026 Earnings After Market Close — 2026-05-26
May 4, 2026
short_interest
FTD: SKY — 22,009 shares ($1.7M) failed to deliver
Settlement: 20260504, Price: $76.90, FTD Value: $1,692,492.1, CHAMPION HOMES, INC.