FY2025 EPS Estimates for Cavco Industries Lifted by Wedbush

Cavco Industries, Inc. (NASDAQ:CVCO) – Analysts at Wedbush increased their FY2025 earnings estimates for shares of Cavco Industries in a research note issued to investors on Monday, February 3rd. Wedbush analyst J. Mccanless now forecasts that the construction company will post earnings of $21.93 per share for the year, up from their prior estimate of $18.00. Wedbush currently has a “Neutral” rating and a $550.00 price target on the stock. The consensus estimate for Cavco Industries’ current full-year earnings is $18.00 per share. Wedbush also issued estimates for Cavco Industries’ Q4 2025 earnings at $5.93 EPS, Q1 2026 earnings at $5.87 EPS, Q2 2026 earnings at $6.31 EPS, Q3 2026 earnings at $6.13 EPS, Q4 2026 earnings at $6.52 EPS and FY2026 earnings at $24.82 EPS.

CVCO has been the topic of several other reports. StockNews.com raised Cavco Industries from a “hold” rating to a “buy” rating in a research report on Monday. Craig Hallum upped their price target on shares of Cavco Industries from $422.00 to $495.00 and gave the company a “buy” rating in a report on Monday, November 4th.

Cavco Industries Stock Performance

Shares of Cavco Industries stock opened at $533.84 on Wednesday. The company has a 50-day simple moving average of $473.32 and a two-hundred day simple moving average of $440.76. The company has a market capitalization of $4.33 billion, a PE ratio of 26.27 and a beta of 1.35. Cavco Industries has a one year low of $331.08 and a one year high of $544.08.

Cavco Industries (NASDAQ:CVCO) last posted its quarterly earnings results on Thursday, January 30th. The construction company reported $6.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.89 by $2.01. Cavco Industries had a return on equity of 16.25% and a net margin of 8.75%.

Institutional Investors Weigh In On Cavco Industries

Several large investors have recently added to or reduced their stakes in CVCO. Geode Capital Management LLC lifted its stake in Cavco Industries by 6.1% during the third quarter. Geode Capital Management LLC now owns 224,384 shares of the construction company’s stock worth $96,107,000 after purchasing an additional 12,822 shares during the last quarter. Boston Trust Walden Corp raised its holdings in Cavco Industries by 0.3% during the fourth quarter. Boston Trust Walden Corp now owns 193,895 shares of the construction company’s stock worth $86,522,000 after purchasing an additional 614 shares in the last quarter. GW&K Investment Management LLC lifted its position in shares of Cavco Industries by 1.0% during the 4th quarter. GW&K Investment Management LLC now owns 188,715 shares of the construction company’s stock worth $84,210,000 after buying an additional 1,931 shares during the last quarter. FMR LLC boosted its holdings in shares of Cavco Industries by 7.0% in the 3rd quarter. FMR LLC now owns 135,444 shares of the construction company’s stock valued at $58,002,000 after buying an additional 8,829 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in shares of Cavco Industries by 5.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 109,453 shares of the construction company’s stock valued at $46,872,000 after buying an additional 5,935 shares during the last quarter. 95.56% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Cavco Industries

In related news, Director Julia Sze sold 125 shares of the stock in a transaction that occurred on Friday, November 8th. The stock was sold at an average price of $458.68, for a total value of $57,335.00. Following the completion of the sale, the director now owns 2,861 shares of the company’s stock, valued at approximately $1,312,283.48. This trade represents a 4.19 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Paul Bigbee sold 100 shares of the stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $512.23, for a total transaction of $51,223.00. Following the completion of the sale, the chief accounting officer now directly owns 981 shares of the company’s stock, valued at approximately $502,497.63. This trade represents a 9.25 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,850 shares of company stock worth $889,417 in the last 90 days. Corporate insiders own 1.60% of the company’s stock.

About Cavco Industries

Cavco Industries, Inc designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments, Factory-Built Housing and Financial Services. The company markets its factory-built homes under the Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, MidCountry, and Solitaire brands.