What Investors Should Know as One Fund Sells $11 Million of Cavco Industries Stock

Ashford Capital sold 19,607 shares of Cavco Industries in the fourth quarter; the estimated transaction value was $11.11 million based on quarterly average prices. Meanwhile, the quarter-end stake value decreased by $11.10 million, reflecting both trading and stock price movements.

The Motley Fool • Feb 17, 2026

Investors Hated Cavco's Latest Earnings Release, But The Investment Case Remains Intact

As often happens when quarterly earnings disappoint, Wall Street gave Cavco shares a noteworthy pounding after the company reported its third fiscal quarter. Usually, I consider beats or misses as important as a pimple on an elephant. But sometimes, a bad pimple may warrant medical attention to search for bigger problems. I, a self-professed financial/investment pseudo dermatologist, examined patient CVCO. I diagnose its pimple as quite messy, but not a danger to the investment case for its stock.

Seeking Alpha • Feb 3, 2026

Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript

Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript

Seeking Alpha • Jan 31, 2026

Cavco Industries Reports Fiscal 2026 Third Quarter Results

PHOENIX, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation.

GlobeNewsWire • Jan 29, 2026

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast

PHOENIX, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 27, 2025 on Thursday, January 29, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 30, 2026 at 1:00 p.m. Eastern Time.

GlobeNewsWire • Jan 22, 2026

Are You Looking for a Top Momentum Pick? Why Cavco (CVCO) is a Great Choice

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Dec 3, 2025

Cavco (CVCO) is a Great Momentum Stock: Should You Buy?

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Zacks Investment Research • Nov 14, 2025

Cavco Industries: Acquisition And Buybacks Build A Compelling Case

Cavco Industries delivered strong Q2 results with 9.6% YoY revenue growth, driven by factory-built housing and strategic production adjustments. CVCO's acquisition of American Homestar expands its presence in high-growth southern regions, boosting market share to 15% and retail locations to 100. Despite a premium 22x forward P/E, CVCO's robust EPS outlook, debt-free balance sheet, and active buyback program support further upside potential.

Seeking Alpha • Nov 11, 2025

Amid Destruction in Home Construction, 3 Stocks Stay Hot

Macroeconomic headwinds are plaguing the housing sector, but certain pockets continue to thrive. Installers and low-cost providers have been able to dampen the effects of high rates and home prices.

The Motley Fool • Nov 11, 2025

I Was Wrong About Cavco Industries

Cavco Industries is upgraded to a soft "Buy" due to its resilience and growth despite broader housing market weakness. CVCO's niche in factory-built homes, recent acquisition of American Homestar, and strong backlog support continued expansion. The company boasts a fortress balance sheet with no debt and significant cash reserves, enhancing its financial stability.

Seeking Alpha • Nov 10, 2025