Analysts Set Cavco Industries, Inc. (NASDAQ:CVCO) PT at $550.00

Cavco Industries, Inc. (NASDAQ:CVCO) has been given a consensus rating of “Moderate Buy” by the five analysts that are currently covering the firm, Marketbeat.com reports. Two investment analysts have rated the stock with a hold recommendation, two have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $550.00.

Several research analysts recently commented on CVCO shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Cavco Industries in a research note on Monday, December 29th. Zacks Research downgraded Cavco Industries from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 16th. Zelman & Associates raised Cavco Industries to an “outperform” rating in a research report on Thursday. Finally, CJS Securities raised shares of Cavco Industries to a “strong-buy” rating in a research report on Thursday, December 11th.

Insiders Place Their Bets

In related news, CEO William C. Boor purchased 1,000 shares of Cavco Industries stock in a transaction dated Wednesday, February 4th. The shares were acquired at an average price of $495.00 per share, with a total value of $495,000.00. Following the completion of the transaction, the chief executive officer owned 48,022 shares of the company’s stock, valued at approximately $23,770,890. This trade represents a 2.13% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David A. Greenblatt acquired 413 shares of the stock in a transaction that occurred on Tuesday, February 3rd. The stock was purchased at an average cost of $463.01 per share, with a total value of $191,223.13. Following the completion of the acquisition, the director owned 15,989 shares of the company’s stock, valued at $7,403,066.89. The trade was a 2.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased a total of 1,800 shares of company stock valued at $866,592 in the last ninety days. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Cavco Industries by 852,093.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,798,128 shares of the construction company’s stock valued at $1,062,226,000 after acquiring an additional 1,797,917 shares during the last quarter. Boston Partners boosted its holdings in Cavco Industries by 5,371.3% in the second quarter. Boston Partners now owns 201,947 shares of the construction company’s stock worth $87,847,000 after purchasing an additional 198,256 shares during the period. Schroder Investment Management Group increased its stake in Cavco Industries by 76.9% during the second quarter. Schroder Investment Management Group now owns 130,106 shares of the construction company’s stock valued at $56,522,000 after purchasing an additional 56,578 shares during the last quarter. Voya Investment Management LLC raised its holdings in shares of Cavco Industries by 737.9% during the third quarter. Voya Investment Management LLC now owns 45,348 shares of the construction company’s stock worth $26,335,000 after purchasing an additional 39,936 shares during the period. Finally, Schonfeld Strategic Advisors LLC raised its holdings in shares of Cavco Industries by 630.1% during the third quarter. Schonfeld Strategic Advisors LLC now owns 38,717 shares of the construction company’s stock worth $22,484,000 after purchasing an additional 33,414 shares during the period. Institutional investors own 95.56% of the company’s stock.

Cavco Industries News Summary

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

Cavco Industries Price Performance

Shares of CVCO stock opened at $538.73 on Thursday. The business’s fifty day moving average price is $607.08 and its 200 day moving average price is $555.15. The firm has a market capitalization of $4.18 billion, a PE ratio of 23.40 and a beta of 1.32. Cavco Industries has a 1-year low of $393.53 and a 1-year high of $713.01.

Cavco Industries (NASDAQ:CVCO) last issued 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 return on equity of 17.84% and a net margin of 8.37%. Equities research analysts expect that Cavco Industries will post 21.93 earnings per share for the current fiscal year.

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.