Royce & Associates LP Sells 61,898 Shares of Champion Homes, Inc. $SKY

Royce & Associates LP decreased its position in Champion Homes, Inc. (NYSE:SKY) by 17.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 286,196 shares of the company’s stock after selling 61,898 shares during the quarter. Royce & Associates LP’s holdings in Champion Homes were worth $24,184,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Wellington Management Group LLP grew its stake in shares of Champion Homes by 7.5% in the 3rd quarter. Wellington Management Group LLP now owns 4,800,562 shares of the company’s stock worth $366,619,000 after acquiring an additional 333,666 shares in the last quarter. State Street Corp grew its position in Champion Homes by 4.0% during the second quarter. State Street Corp now owns 2,579,091 shares of the company’s stock valued at $161,477,000 after buying an additional 98,659 shares during the period. Capital Research Global Investors grew its position in Champion Homes by 1.1% during the third quarter. Capital Research Global Investors now owns 1,762,378 shares of the company’s stock valued at $134,593,000 after buying an additional 19,784 shares during the period. Dimensional Fund Advisors LP grew its position in Champion Homes by 7.3% during the third quarter. Dimensional Fund Advisors LP now owns 1,530,519 shares of the company’s stock valued at $116,877,000 after buying an additional 104,217 shares during the period. Finally, Ameriprise Financial Inc. grew its position in Champion Homes by 7.0% during the third quarter. Ameriprise Financial Inc. now owns 1,411,351 shares of the company’s stock valued at $107,785,000 after buying an additional 91,989 shares during the period.

Analyst Upgrades and Downgrades

SKY has been the subject of several research reports. Zelman & Associates lowered shares of Champion Homes from an “outperform” rating to a “hold” rating in a research report on Thursday, February 5th. Weiss Ratings restated a “hold (c)” rating on shares of Champion Homes in a research report on Monday, April 20th. Finally, Barclays reduced their price target on shares of Champion Homes from $111.00 to $106.00 and set an “overweight” rating for the company in a research report on Wednesday, April 8th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $103.50.

Insider Buying and Selling

In other Champion Homes news, EVP Joseph A. Kimmell sold 2,880 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $82.25, for a total transaction of $236,880.00. Following the sale, the executive vice president directly owned 51,297 shares of the company’s stock, valued at $4,219,178.25. This represents a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.20% of the stock is currently owned by company insiders.

Champion Homes Price Performance

SKY opened at $71.66 on Wednesday. The firm has a market cap of $3.96 billion, a P/E ratio of 19.06 and a beta of 1.07. The firm has a 50-day moving average of $74.76 and a 200 day moving average of $82.63. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.89 and a current ratio of 2.71. Champion Homes, Inc. has a fifty-two week low of $59.44 and a fifty-two week high of $99.17.

Champion Homes (NYSE:SKY) last released its quarterly earnings data on Wednesday, May 13th. The company reported $999.00 EPS for the quarter. Champion Homes had a net margin of 8.10% and a return on equity of 13.85%. On average, research analysts expect that Champion Homes, Inc. will post 3.8 EPS for the current year.

Key Champion Homes News

Here are the key news stories impacting Champion Homes this week:

• Positive Sentiment: Champion Homes reported fiscal Q4 2026 adjusted EPS of $0.68, topping the $0.63 consensus, while revenue of $621.3 million also came in above expectations and rose 15.2% year over year. MarketBeat earnings report
• Positive Sentiment: Management said orders remained strong, and a planned Homes Direct deal expected in Q2 adds another potential growth catalyst. Benzinga earnings article
• Neutral Sentiment: Investors are also weighing mixed outlook signals, including guidance for Q1 FY2027 adjusted gross margin of 24.5% to 25.5%, which suggests profitability could remain stable but not accelerate sharply. Seeking Alpha guidance item
• Neutral Sentiment: Analysts had been looking for a softer year-over-year earnings comparison heading into the release, so some of the recent move reflects relief that Champion Homes beat lowered expectations. Zacks earnings beat article

About Champion Homes

Champion Homes, traded under the NYSE ticker SKY, operates as a leading provider of factory-built housing solutions in North America. The company specializes in the design, manufacture and sale of manufactured and modular homes, serving a broad spectrum of customers from first-time homebuyers to those seeking upscale residential properties. Champion Homes leverages vertically integrated operations to streamline production, ensuring consistent quality and cost efficiencies across its product lines.

The company’s product portfolio encompasses single- and multi-section modular homes, manufactured home models, park models and select commercial modular buildings.