Cavco Industries CFO Sells Shares as Analysts Weigh In

On June 12, 2026, Allison Aden, the Executive Vice President, CFO, and Treasurer of Cavco Industries, Inc. (NasdaqGS: CVCO), sold 27 shares of the company. The shares were sold at an average price of $592.76, amounting to a total transaction value of $16,004.52. This transaction was not part of a pre-planned trading program.

Insider Buying and Selling at Cavco Industries, Inc.

Allison Aden was not the only insider trading Cavco shares recently. On the same day, Paul Bigbee, the Chief Accounting Officer, also sold 27 shares at the same price of $592.76. Earlier, on June 9, Richard Kerley sold 500 shares at $588.76. Additionally, on May 28, CEO William Boor sold a significant number of shares in two transactions, totaling over 19,000 shares, though one transaction was recorded at a zero price, likely reflecting a different type of share adjustment.

Other Institutional Activity in Cavco Industries

Institutional activity around Cavco Industries has seen mixed movements. BlackRock, Inc. slightly reduced its holdings by 395 shares, ending with 1,198,316 shares valued at about $580.3 million. Capital World Investors also trimmed its position by 23,487 shares, leaving it with 616,579 shares worth approximately $298.6 million. Conversely, State Street Corp increased its stake by 12,275 shares, holding a total of 401,905 shares valued at $194.6 million.

Cavco Industries, Inc. Stock Up 5.5%

Shares of Cavco Industries are currently trading near $599.65. The company has a market capitalization of around $4.55 billion and a P/E ratio of 24.75. It shows a forward P/E of 20.16 and a beta of 1.306. The stock's 52-week range is between $393.80 and $713.01, with a 50-day moving average of $516.16 and a 200-day moving average of $552.15. Cavco maintains a robust current ratio of 2.459 and a quick ratio of 1.134, with a debt-to-equity ratio of 3.879.

Recent Earnings

Cavco Industries reported revenue of approximately $2.24 billion, with a growth rate of 8.2%. The company's net margin stands at 8.49%, and it achieved a return on equity of 17.58%. The next earnings report is scheduled for July 30, 2026.

Analysts Set New Price Targets

On June 5, 2026, UBS initiated coverage on Cavco Industries with a buy rating and set a price target of $700. The consensus among analysts is a strong buy, with a mean target price of $625 based on three analyst opinions.

About Cavco Industries

Cavco Industries, Inc., based in Phoenix, Arizona, designs and manufactures factory-built homes, including park model RVs, vacation cabins, and modular homes. The company operates through its Factory-Built Housing and Financial Services segments, providing mortgages and insurance for manufactured homes. Led by CEO William C. Boor, Cavco employs about 7,700 people and distributes its products through a network of retailers and developers.

Bottom Line

Cavco Industries' recent insider sales and institutional activity highlight ongoing interest in the company's stock. The insider transactions, particularly by high-ranking officials, are noteworthy, though they don't necessarily indicate negative sentiment. Analysts maintain a positive outlook with strong buy ratings, suggesting confidence in Cavco's future performance. As always, these insights reflect past filings and market movements.