LWAY
Lifeway Foods, Inc.
$23.50
-0.42%
$359.1M
No data for this timeframe.
Vol
Market Cap$359.1M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (75%)
Inst. Holders8 funds
Inst. Value$22.1M
Inst. Activity3 buys / 1 sells
Insider Activity4B / 9S
Insider Net $-$63.8M
Reddit Sentiment50° Neutral
SEC Reports13
Recent Activity
Jun 3, 2026
SEC
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nominee for the June 17,
8-K — Impact 2/10
Jun 3, 2026
SEC
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as a nominee for elect
DEFA14A — Impact 3/10
May 20, 2026
SEC
Lifeway Foods insider cluster shows a mixed signal: Danone S.A. sold 3.45M shares in a secondary offering at $19.50 (17.
CLUSTER — Impact 6/10
May 15, 2026
Insider
SMOLYANSKY EDWARD sold 11,388 shares
10%+ Owner @ $24.21 ($275.7K)
May 15, 2026
Insider
Divisadero Street Capital Management, LP bought 33,174 shares
10%+ Owner @ $25.27 ($838.3K)
May 15, 2026
Insider
SMOLYANSKY LUDMILA sold 20,000 shares
$24.64 ($492.8K)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
127,015 shares ($3.1M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
6,369 shares ($154.3K)
Price Targets
$34.50
+44.9% upside
Strong Buy
Current $23.81
Low $34.00
Median $34.50
High $35.00
2 analysts
$34.00
$35.00
Analyst Ratings
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Freedom Broker | DOWNGRADE | Buy → Hold |
| Apr 28, 2026 | Freedom Broker | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.24 ▼ -14.3% | $0.24 — $0.24 | -14% YoY | 1 |
| Next Q | $0.24 ▼ -29.4% | $0.24 — $0.24 | 4% YoY | 1 |
| Current FY | $1.01 ▼ -18.5% | $1.01 — $1.01 | 13% YoY | 1 |
| Next FY | $1.50 ▼ -4.5% | $1.43 — $1.57 | 49% YoY | 2 |
Latest Reports
NEUTRAL
8-K
2/10
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nominee for the June 17,
Jun 3, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as a nominee for elect
Jun 3, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $9.1M | — |
| VANGUARD GROUP INC | $8.3M | — |
| TWO SIGMA INVESTMENTS, LP | $3.1M | ADD |
| MORGAN STANLEY | $1.0M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $373.3K | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | SMOLYANSKY EDWARD | SELL | $275.7K |
| May 15, 2026 | Divisadero Street | BUY | $838.3K |
| May 15, 2026 | SMOLYANSKY LUDMILA | SELL | $492.8K |
| May 15, 2026 | Zolezzi William | BUY | $838.3K |
| May 14, 2026 | SMOLYANSKY EDWARD | SELL | $576.2K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $22.1M total value (912,924 shares) as of 2025-Q4. Top holders: RENAISSANCE, VANGUARD, TWO. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 375,371 | $9.1M | 41.1% | — |
| 2 | VANGUARD GROUP INC | 343,036 | $8.3M | 37.6% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 127,015 | $3.1M | 13.9% | ADD +25.4% |
| 4 | MORGAN STANLEY | 41,518 | $1.0M | 4.5% | DOUBLED +291.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15,406 | $373.3K | 1.7% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 6,369 | $154.3K | 0.7% | ADD +63.0% |
| 7 | BANK OF AMERICA CORP /DE/ | 3,868 | $93.7K | 0.4% | ADD +73.8% |
| 8 | FMR LLC | 341 | $8.3K | 0.0% | TRIM -32.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 101,311 | 127,015 | +25.4% | $3.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 3,907 | 6,369 | +63.0% | $154.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 2,225 | 3,868 | +73.8% | $93.7K | 2025-Q4 |
| FMR LLC | TRIM | 505 | 341 | -32.5% | $8.3K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 28,108 | 101,311 | +260.4% | $2.8M | 2025-Q3 |
| UBS Group AG | TRIM | 14,393 | 4,650 | -67.7% | $129.1K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,766 | 2,225 | -53.3% | $61.8K | 2025-Q3 |
| FMR LLC | DOUBLED | 84 | 505 | +501.2% | $14.0K | 2025-Q3 |
| MORGAN STANLEY | DOUBLED | 14,014 | 54,843 | +291.3% | $1.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 40,716 | 28,108 | -31.0% | $692.9K | 2025-Q2 |
| UBS Group AG | TRIM | 25,081 | 14,393 | -42.6% | $354.8K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 2,790 | 4,766 | +70.8% | $117.5K | 2025-Q2 |
| UBS Group AG | TRIM | 34,360 | 25,081 | -27.0% | $613.2K | 2025-Q1 |
| MORGAN STANLEY | TRIM | 33,455 | 14,014 | -58.1% | $342.6K | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 13,027 | — | $318.5K | 2025-Q1 |
| UBS Group AG | DOUBLED | 4,056 | 34,360 | +747.1% | $852.1K | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 13,919 | 33,455 | +140.4% | $829.7K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 2,137 | 2,855 | +33.6% | $70.8K | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 39,686 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | NEAR_EXIT | 73,184 | 13,919 | -81.0% | $360.8K | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 12,908 | — | $334.6K | 2024-Q3 |
11 unique insiders with 13 transactions. Net insider value: -$63.8M ($6.5M bought, $70.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 11,388 | $24.21 | $275.7K |
| May 15, 2026 | Divisadero Street Capital Management, LP | 10%+ Owner | BUY | 33,174 | $25.27 | $838.3K |
| May 15, 2026 | SMOLYANSKY LUDMILA | SELL | 20,000 | $24.64 | $492.8K | |
| May 15, 2026 | Zolezzi William | 10%+ Owner | BUY | 33,174 | $25.27 | $838.3K |
| May 14, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 22,818 | $25.25 | $576.2K |
| May 14, 2026 | Divisadero Street Capital Management, LP | 10%+ Owner | BUY | 95,371 | $25.24 | $2.4M |
| May 14, 2026 | Zolezzi William | 10%+ Owner | BUY | 95,371 | $25.24 | $2.4M |
| May 14, 2026 | Danone S.A. | 10%+ Owner | SELL | 3,454,756 | $19.50 | $67.4M |
| Apr 20, 2026 | SMOLYANSKY LUDMILA | SELL | 15,000 | $26.50 | $397.5K | |
| Mar 31, 2026 | Chartier Kirk | Director | A | 857 | $0.00 | $0.00 |
| Mar 31, 2026 | Dalto Juan Carlos | Director | A | 776 | $0.00 | $0.00 |
| Mar 31, 2026 | Harris Andee | Director | A | 873 | $0.00 | $0.00 |
| Mar 28, 2026 | Hanson Eric A | CFO | A | 743 | $0.00 | $0.00 |
| Mar 28, 2026 | Hanson Eric A | CFO | F | 285 | $18.30 | $5.2K |
| Mar 28, 2026 | Hanson Eric A | CFO | M | 743 | $0.00 | $0.00 |
| Mar 19, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 14,353 | $17.77 | $255.1K |
| Mar 18, 2026 | SMOLYANSKY LUDMILA | SELL | 10,000 | $18.74 | $187.4K | |
| Mar 17, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 22,313 | $20.10 | $448.5K |
| Mar 16, 2026 | SMOLYANSKY EDWARD | 10%+ Owner | SELL | 13,334 | $20.60 | $274.7K |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | M | 13,334 | $0.00 | $0.00 |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | D | 13,334 | $21.50 | $286.7K |
| Mar 6, 2026 | Hanson Eric A | CFO | A | 21,396 | $0.00 | $0.00 |
| Mar 6, 2026 | Hanson Eric A | CFO | F | 8,024 | $21.50 | $172.5K |
| Mar 6, 2026 | Hanson Eric A | CFO | A | 2,672 | $0.00 | $0.00 |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | M | 13,334 | $0.00 | $0.00 |
| Mar 6, 2026 | SMOLYANSKY JULIE | CEO, President and Secretary | A | 108,426 | $0.00 | $0.00 |
| Jan 10, 2026 | SCHER JASON SCOTT | Director | A | 1,277 | $0.00 | $0.00 |
13 SEC filing reports analyzed. Sentiment: 5 bullish, 1 bearish, 1 mixed, 6 neutral. Avg impact: 4.9/10.
NEUTRAL
8-K
2/10
Lifeway Foods filed an 8-K to supplement its proxy statement, adding Jason Scher as a director nomin
Jun 3, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed a DEFA14A supplement to its 2026 proxy statement, adding director Jason Scher as
Jun 3, 2026
MIXED
CLUSTER
6/10
Lifeway Foods insider cluster shows a mixed signal: Danone S.A. sold 3.45M shares in a secondary off
May 20, 2026
BULLISH
CLUSTER
7/10
Insider cluster at Lifeway Foods shows heavy net buying ($4.3M) by two 10% owners (Zolezzi and Divis
May 19, 2026
NEUTRAL
CLUSTER
4/10
Lifeway Foods insiders were net sellers this week ($851.9K in sales vs $3.2M in purchases by a singl
May 19, 2026
BULLISH
CLUSTER
6/10
Insider cluster at Lifeway Foods shows mixed signals: 10% owner Divisadero Street Capital Management
May 19, 2026
BEARISH
8-K
6/10
Danone USA Public Benefit Corporation is selling 3,454,756 shares of Lifeway Foods common stock at $
May 14, 2026
BULLISH
8-K
7/10
Lifeway Foods reported record Q1 2026 results with net sales of $63.0M (+36.7% YoY), GAAP EPS of $0.
May 14, 2026
NEUTRAL
DEFA14A
3/10
Lifeway Foods filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting of S
Apr 30, 2026
BULLISH
8-K
8/10
Lifeway Foods projected first-quarter 2026 net sales between $60.8 million and $62.3 million, repres
Apr 21, 2026
NEUTRAL
144
3/10
Ludmila Smolyansky, an affiliate of Lifeway Foods, filed a Form 144 to notify of her intent to sell
Apr 20, 2026
NEUTRAL
8-K
3/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing for Lifewa
Mar 11, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (75% buy). Based on 8 analysts: 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$34.50 mean target
+44.9% upside
Strong Buy (3.00)
$34.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $23.81 |
| Target Low | $34.00 |
| Target Mean | $34.50 |
| Target Median | $34.50 |
| Target High | $35.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (3.00) |
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 |
$0.24 | $0.24 | $0.24 | -14.3% | -14.3% | — | $0.1B | 14.6% | 1 |
| Next Q 2026-09-30 |
$0.24 | $0.24 | $0.24 | 4.3% | -29.4% | — | $0.1B | 11.5% | 1 |
| Current FY 2026-12-31 |
$1.01 | $1.01 | $1.01 | 13.5% | -18.5% | — | $0.3B | 17.6% | 1 |
| Next FY 2027-12-31 |
$1.50 | $1.43 | $1.57 | 48.5% | -4.5% | — | $0.3B | 13.6% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.240 | |
| 7d ago | $0.280 | -0.040 |
| 30d ago | $0.280 | -0.040 |
| 60d ago | $0.000 | +0.240 |
| 90d ago | $0.000 | +0.240 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Apr 28, 2026 | Freedom Broker | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| May 1, 2026 | 2 | 6 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Mar 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Feb 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% | |
| Jan 1, 2026 | 2 | 5 | 1 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
5 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 4, 2026 | 3 | 50° Neutral | 0 | 0 | 3 |
| Jun 4, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
Recent Reddit Threads
LWAY a Good Buy
▲ 1
💬 0
⚡ 0.5
LWAY a Good Buy
▲ 1
💬 1
⚡ 0.5
LWAY a Good Buy
▲ 1
💬 0
⚡ 0.5
LWAY a good buy
▲ 1
💬 0
⚡ 0.5
May 14, 2026
earnings_calendar
LWAY Q1 2026 Earnings Scheduled — 2026-05-14
May 14, 2026
short_interest
FTD: LWAY — 55,840 shares ($1.5M) failed to deliver
Settlement: 20260514, Price: $27.25, FTD Value: $1,521,640, LIFEWAY FOODS INC
Apr 8, 2026
short_interest
FTD: LWAY — 25,043 shares ($0.6M) failed to deliver
Settlement: 20260408, Price: $22.77, FTD Value: $570,229.11, LIFEWAY FOODS INC
Apr 7, 2026
short_interest
FTD: LWAY — 36,042 shares ($0.8M) failed to deliver
Settlement: 20260407, Price: $22.75, FTD Value: $819,955.5, LIFEWAY FOODS INC
Apr 6, 2026
short_interest
FTD: LWAY — 36,041 shares ($0.8M) failed to deliver
Settlement: 20260406, Price: $22.02, FTD Value: $793,622.82, LIFEWAY FOODS INC
Apr 2, 2026
short_interest
FTD: LWAY — 35,958 shares ($0.8M) failed to deliver
Settlement: 20260402, Price: $22.72, FTD Value: $816,965.76, LIFEWAY FOODS INC
Apr 1, 2026
short_interest
FTD: LWAY — 35,921 shares ($0.7M) failed to deliver
Settlement: 20260401, Price: $19.34, FTD Value: $694,712.14, LIFEWAY FOODS INC
Mar 31, 2026
short_interest
FTD: LWAY — 35,928 shares ($0.7M) failed to deliver
Settlement: 20260331, Price: $18.37, FTD Value: $659,997.36, LIFEWAY FOODS INC
Mar 30, 2026
short_interest
FTD: LWAY — 35,955 shares ($0.7M) failed to deliver
Settlement: 20260330, Price: $18.30, FTD Value: $657,976.5, LIFEWAY FOODS INC
Mar 27, 2026
short_interest
FTD: LWAY — 36,022 shares ($0.7M) failed to deliver
Settlement: 20260327, Price: $18.55, FTD Value: $668,208.1, LIFEWAY FOODS INC
Mar 26, 2026
short_interest
FTD: LWAY — 35,113 shares ($0.7M) failed to deliver
Settlement: 20260326, Price: $18.78, FTD Value: $659,422.14, LIFEWAY FOODS INC
Mar 25, 2026
short_interest
FTD: LWAY — 35,068 shares ($0.6M) failed to deliver
Settlement: 20260325, Price: $18.06, FTD Value: $633,328.08, LIFEWAY FOODS INC
Mar 24, 2026
short_interest
FTD: LWAY — 36,074 shares ($0.7M) failed to deliver
Settlement: 20260324, Price: $18.70, FTD Value: $674,583.8, LIFEWAY FOODS INC
Mar 23, 2026
short_interest
FTD: LWAY — 35,896 shares ($0.6M) failed to deliver
Settlement: 20260323, Price: $17.80, FTD Value: $638,948.8, LIFEWAY FOODS INC
Mar 20, 2026
short_interest
FTD: LWAY — 36,296 shares ($0.6M) failed to deliver
Settlement: 20260320, Price: $17.83, FTD Value: $647,157.68, LIFEWAY FOODS INC