Southeast Asset Advisors LLC Sells 1,600,023 Shares of Flowers Foods, Inc. $FLO

Southeast Asset Advisors LLC reduced its stake in shares of Flowers Foods, Inc. (NYSE:FLO) by 53.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,379,825 shares of the company’s stock after selling 1,600,023 shares during the period. Flowers Foods accounts for approximately 2.0% of Southeast Asset Advisors LLC’s investment portfolio, making the stock its 9th biggest position. Southeast Asset Advisors LLC owned approximately 0.65% of Flowers Foods worth $18,007,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in FLO. Elevation Point Wealth Partners LLC acquired a new position in shares of Flowers Foods in the second quarter worth approximately $28,000. Private Trust Co. NA raised its holdings in Flowers Foods by 103.8% during the 2nd quarter. Private Trust Co. NA now owns 1,932 shares of the company’s stock worth $31,000 after purchasing an additional 984 shares during the last quarter. IFP Advisors Inc lifted its position in shares of Flowers Foods by 860.2% in the 2nd quarter. IFP Advisors Inc now owns 1,978 shares of the company’s stock worth $32,000 after purchasing an additional 1,772 shares during the period. Quent Capital LLC bought a new stake in shares of Flowers Foods in the 3rd quarter valued at $30,000. Finally, Geneos Wealth Management Inc. increased its position in shares of Flowers Foods by 64.4% during the second quarter. Geneos Wealth Management Inc. now owns 2,555 shares of the company’s stock worth $41,000 after buying an additional 1,001 shares during the period. Institutional investors own 75.45% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on FLO shares. Zacks Research upgraded shares of Flowers Foods from a “strong sell” rating to a “hold” rating in a report on Monday, January 26th. Weiss Ratings reissued a “sell (d+)” rating on shares of Flowers Foods in a research note on Thursday, January 22nd. Finally, Truist Financial decreased their target price on Flowers Foods from $15.00 to $10.00 and set a “hold” rating for the company in a research note on Thursday, November 13th. Four research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $13.67.

Key Headlines Impacting Flowers Foods

Here are the key news stories impacting Flowers Foods this week:

• Positive Sentiment: Q4 results beat consensus — Flowers reported $0.22 EPS vs. $0.16 expected and revenue +11% year‑over‑year, showing top‑line momentum. Flowers Foods Q4 Earnings Beat Estimates, Sales Advance 11%
• Positive Sentiment: Improved operating cash generation was highlighted in summaries, which could support balance‑sheet flexibility and execution of turnaround initiatives. Flowers Foods (FLO) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Some of the revenue growth reflects a 53rd week and contribution from the Simple Mills acquisition — helpful to near‑term comps but not a pure organic acceleration. Flowers Foods Q4 Earnings Beat Estimates, Sales Advance 11%
• Neutral Sentiment: Management announced a multiyear brand and operational review and plans to target a recovery in traditional loaf volumes — a strategic move that could help margins but will take time to show results. Flowers Foods outlines multiyear brand and operational review while targeting traditional loaf recovery
• Negative Sentiment: FY‑2026 guidance disappointed — management set EPS guidance of $0.80–$0.90 versus a ~$0.99 street consensus, which was the primary catalyst for the share decline and analyst re‑ratings. Flowers Foods Falls as Headwinds Weigh on 2026 Outlook
• Negative Sentiment: Market reaction and commentary emphasize ongoing margin pressure and execution risk; some coverage also highlights GAAP timing/charge effects and large insider/institutional position moves that add short‑term volatility. Flowers Foods stock falls 5% as 2026 earnings guidance disappoints

Insiders Place Their Bets

In other news, CEO Ryals Mcmullian sold 209,000 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $10.87, for a total transaction of $2,271,830.00. Following the transaction, the chief executive officer owned 1,022,380 shares of the company’s stock, valued at $11,113,270.60. This represents a 16.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 11.57% of the company’s stock.

Flowers Foods Stock Down 8.9%

Flowers Foods stock opened at $10.35 on Monday. Flowers Foods, Inc. has a fifty-two week low of $9.84 and a fifty-two week high of $20.23. The firm’s 50-day simple moving average is $11.00 and its 200 day simple moving average is $12.47. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.57 and a current ratio of 1.41. The stock has a market cap of $2.18 billion, a PE ratio of 25.86 and a beta of 0.33.

Flowers Foods (NYSE:FLO) last released its earnings results on Thursday, February 12th. The company reported $0.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.06. The company had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.23 billion. Flowers Foods had a return on equity of 16.61% and a net margin of 1.59%.Flowers Foods’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.22 earnings per share. Flowers Foods has set its FY 2026 guidance at 0.800-0.900 EPS. Research analysts predict that Flowers Foods, Inc. will post 1.18 EPS for the current fiscal year.

Flowers Foods Profile

Flowers Foods, Inc is one of the largest producers of packaged bakery foods in the United States, offering a variety of fresh bread, buns, rolls, snack cakes and tortillas. Headquartered in Thomasville, Georgia, the company operates an extensive network of bakeries and distribution centers that serve retail grocery chains, convenience stores, mass merchandisers and foodservice customers nationwide. Flowers Foods markets its products under well-known brands such as Nature’s Own, Wonder, Dave’s Killer Bread, Mrs.