Greenhouse Funds LLLP Acquires 46,145 Shares of Cadre Holdings, Inc. $CDRE

Greenhouse Funds LLLP grew its holdings in shares of Cadre Holdings, Inc. (NYSE:CDRE) by 1.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,789,410 shares of the company’s stock after buying an additional 46,145 shares during the quarter. Cadre accounts for 3.7% of Greenhouse Funds LLLP’s portfolio, making the stock its 7th largest position. Greenhouse Funds LLLP owned about 0.07% of Cadre worth $101,841,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Jones Financial Companies Lllp raised its stake in shares of Cadre by 585.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 974 shares of the company’s stock valued at $35,000 after acquiring an additional 832 shares during the period. Huntington National Bank boosted its position in Cadre by 33.9% during the 3rd quarter. Huntington National Bank now owns 1,285 shares of the company’s stock worth $47,000 after purchasing an additional 325 shares during the period. Assetmark Inc. boosted its position in Cadre by 43.1% during the 2nd quarter. Assetmark Inc. now owns 1,395 shares of the company’s stock worth $44,000 after purchasing an additional 420 shares during the period. State of Alaska Department of Revenue acquired a new stake in Cadre in the 3rd quarter valued at $74,000. Finally, LRI Investments LLC acquired a new stake in Cadre in the 3rd quarter valued at $104,000. Institutional investors and hedge funds own 43.95% of the company’s stock.

Cadre Stock Performance

Cadre stock opened at $35.31 on Thursday. Cadre Holdings, Inc. has a 12-month low of $27.07 and a 12-month high of $48.76. The company has a debt-to-equity ratio of 0.87, a current ratio of 3.64 and a quick ratio of 2.58. The company has a market capitalization of $1.44 billion, a price-to-earnings ratio of 33.00, a price-to-earnings-growth ratio of 1.37 and a beta of 1.34. The firm’s fifty day moving average price is $42.44 and its 200 day moving average price is $40.26.

Cadre (NYSE:CDRE) last posted its quarterly earnings data on Tuesday, March 10th. The company reported $0.27 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.20). The firm had revenue of $167.22 million during the quarter, compared to analysts’ expectations of $182.94 million. Cadre had a net margin of 7.23% and a return on equity of 13.37%. The business’s quarterly revenue was down 4.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.32 earnings per share. On average, research analysts forecast that Cadre Holdings, Inc. will post 1.05 EPS for the current fiscal year.

Cadre Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $0.10 dividend. This is an increase from Cadre’s previous quarterly dividend of $0.10. This represents a $0.40 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Friday, January 30th. Cadre’s dividend payout ratio (DPR) is currently 37.38%.

Key Headlines Impacting Cadre

Here are the key news stories impacting Cadre this week:

• Positive Sentiment: Cadre said FY‑2026 revenue guidance came in above consensus and management highlighted record adjusted EBITDA and strategic progress on margin initiatives — positives that can support forward earnings power. Cadre Holdings Inc (CDRE) Q4 2025 Earnings Call Highlights: Record EBITDA and Strategic …
• Positive Sentiment: A Cadre subsidiary won roughly $86 million in contracts from General Dynamics European Land Systems — near‑term revenue/backlog upside for the business segment. Cadre Holdings Subsidiary Is Awarded $86 Million in Contracts by General Dynamics European Land Systems
• Neutral Sentiment: Full Q4 earnings materials, call transcript and slide deck published — useful for analysts to model margins, recurring revenue and segment trends but not market moving by themselves. Cadre Holdings (CDRE) Q4 2025 Earnings Transcript
• Negative Sentiment: Reported Q4 EPS of $0.27 missed consensus (~$0.47) and revenue of $167.2M missed estimates (~$183M); revenue fell ~4.9% year‑over‑year and margins pressured — the core reason for the sell‑off. Cadre (NYSE:CDRE) Misses Q4 CY2025 Revenue Estimates
• Negative Sentiment: Johnson Fistel announced a securities‑law investigation into Cadre executives on behalf of shareholders — increases legal and reputational risk and can amplify short‑term selling pressure. Cadre Holdings Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses

Analyst Ratings Changes

A number of research analysts have commented on CDRE shares. Roth Mkm boosted their price objective on Cadre from $49.00 to $50.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. Wall Street Zen upgraded Cadre from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 7th. Zacks Research downgraded Cadre from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 4th. Lake Street Capital reissued a “buy” rating and set a $53.00 price target on shares of Cadre in a research report on Wednesday, February 4th. Finally, CJS Securities upgraded Cadre to a “strong-buy” rating in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $43.00.

About Cadre

Cadre (NYSE:CDRE) is a technology‐driven real estate investment platform that offers accredited and institutional investors direct access to institutional‐grade commercial properties. Established in 2014, Cadre leverages a data-centric approach to identify, underwrite and manage investments in multifamily, office, retail and industrial assets across major U.S. markets. The firm’s platform is designed to streamline the investment process, from deal sourcing and due diligence to ongoing asset management and reporting.

Through its online marketplace, Cadre provides a curated selection of equity and preferred equity offerings, allowing investors to participate in individual properties or diversify across a managed portfolio.