Cavco Industries (NASDAQ:CVCO) Director Buys $136,869.00 in Stock

Cavco Industries, Inc. (NASDAQ:CVCO) Director Steven Moster acquired 300 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were bought at an average cost of $456.23 per share, for a total transaction of $136,869.00. Following the transaction, the director directly owned 2,976 shares in the company, valued at approximately $1,357,740.48. This represents a 11.21% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Cavco Industries Price Performance

Shares of Cavco Industries stock opened at $538.73 on Friday. The business has a 50-day simple moving average of $607.08 and a 200 day simple moving average of $554.25. Cavco Industries, Inc. has a one year low of $393.53 and a one year high of $713.01. The firm has a market capitalization of $4.18 billion, a price-to-earnings ratio of 23.40 and a beta of 1.32.

Cavco Industries (NASDAQ:CVCO) last announced its quarterly earnings data on Thursday, January 29th. The construction company reported $5.58 EPS for the quarter, missing analysts’ consensus estimates of $6.00 by ($0.42). The firm had revenue of $580.99 million during the quarter, compared to analyst estimates of $593.37 million. Cavco Industries had a net margin of 8.37% and a return on equity of 17.84%. On average, sell-side analysts expect that Cavco Industries, Inc. will post 21.93 EPS for the current year.

Wall Street Analyst Weigh In

CVCO has been the topic of several research reports. Zacks Research downgraded shares of Cavco Industries from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 16th. CJS Securities raised shares of Cavco Industries to a “strong-buy” rating in a research report on Thursday, December 11th. Weiss Ratings restated a “buy (b)” rating on shares of Cavco Industries in a report on Monday, December 29th. Finally, Zelman & Associates upgraded Cavco Industries to an “outperform” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $550.00.

Hedge Funds Weigh In On Cavco Industries

A number of hedge funds and other institutional investors have recently made changes to their positions in CVCO. PNC Financial Services Group Inc. increased its holdings in Cavco Industries by 17.5% during the fourth quarter. PNC Financial Services Group Inc. now owns 712 shares of the construction company’s stock worth $421,000 after buying an additional 106 shares during the last quarter. GSA Capital Partners LLP purchased a new position in Cavco Industries in the fourth quarter valued at about $882,000. Aviance Capital Partners LLC lifted its stake in Cavco Industries by 0.4% in the fourth quarter. Aviance Capital Partners LLC now owns 14,415 shares of the construction company’s stock valued at $8,516,000 after purchasing an additional 58 shares during the last quarter. ProShare Advisors LLC lifted its position in shares of Cavco Industries by 5.0% during the 4th quarter. ProShare Advisors LLC now owns 1,515 shares of the construction company’s stock valued at $895,000 after buying an additional 72 shares during the last quarter. Finally, Convergence Investment Partners LLC bought a new stake in Cavco Industries in the 4th quarter valued at about $555,000. 95.56% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Cavco Industries

Here are the key news stories impacting Cavco Industries this week:

• Positive Sentiment: Multiple insider buys — CEO William Boor bought 1,000 shares and several directors (David Greenblatt, Steven Moster) added to their stakes in early February, signaling management confidence and providing a tangible catalyst for buying interest. CEO Form 4
• Positive Sentiment: Director purchases detailed — David Greenblatt bought additional shares (87 on Feb 4 and earlier 413), and Steven Moster acquired 300 shares; these incremental buys reinforce insider alignment with shareholders. InsiderTrades Alert
• Positive Sentiment: Positive market narratives — recent MarketBeat coverage highlights rising demand for affordable housing and positions Cavco as a beneficiary, which can lift sentiment and trading flows into CVCO. MarketBeat Article
• Neutral Sentiment: Hedge-fund/industry commentary mentions Cavco in broader markets coverage (InsiderMonkey roundup). This raises awareness but is unlikely by itself to move fundamentals. InsiderMonkey Roundup
• Neutral Sentiment: Short-interest report shows effectively zero reported short interest (no meaningful change), so short-covering is not a likely explanation for intraday moves. (Data appears to show 0 shares and a 0.0 days ratio.)
• Negative Sentiment: Recent quarterly results (Jan. 29) missed consensus on EPS and revenue, which is a fundamental headwind and explains some analyst caution and mixed ratings. Investors should weigh insider buying against the earnings shortfall. MarketBeat CVCO Profile

About Cavco Industries

Cavco Industries, Inc is a leading designer, manufacturer and retailer of factory-built homes and modular structures. The company produces a range of HUD-code manufactured homes, modular buildings, park model RVs and cabins through its network of production facilities. Its offerings cater to both residential and commercial markets, including customizable single- and multi-section homes, workforce and affordable housing solutions, educational and healthcare modules, as well as specialty lodging products for the recreational vehicle and hospitality industries.

Since its founding in 1967, Cavco has grown through strategic investments and acquisitions, expanding its footprint across the United States and into parts of Canada and Mexico.