Inceptionr LLC Buys Shares of 1,230 Cavco Industries, Inc. $CVCO

Posted by Brenda Bartman on Jul 26th, 2026

Inceptionr LLC purchased a new stake in shares of Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund purchased 1,230 shares of the construction company’s stock, valued at approximately $596,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its position in Cavco Industries by 852,093.4% during the fourth 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. State Street Corp lifted its stake in shares of Cavco Industries by 6.1% in the 2nd quarter. State Street Corp now owns 380,682 shares of the construction company’s stock worth $165,380,000 after purchasing an additional 21,837 shares during the period. Boston Partners lifted its stake in shares of Cavco Industries by 82.8% in the 3rd quarter. Boston Partners now owns 369,177 shares of the construction company’s stock worth $213,866,000 after purchasing an additional 167,230 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Cavco Industries by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 232,847 shares of the construction company’s stock worth $137,569,000 after buying an additional 1,018 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in Cavco Industries by 53.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 213,572 shares of the construction company’s stock valued at $126,166,000 after buying an additional 74,542 shares during the period. 95.56% of the stock is currently owned by hedge funds and other institutional investors.

Cavco Industries Stock Performance

CVCO opened at $569.77 on Friday. Cavco Industries, Inc. has a fifty-two week low of $397.38 and a fifty-two week high of $713.01. The firm’s fifty day moving average is $565.24 and its 200 day moving average is $553.70. The stock has a market cap of $4.39 billion, a price-to-earnings ratio of 23.77 and a beta of 1.28.

Cavco Industries (NASDAQ:CVCO – Get Free Report) last announced its quarterly earnings results on Thursday, May 21st. The construction company reported $5.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.30 by $0.12. The company had revenue of $550.13 million for the quarter, compared to the consensus estimate of $571.06 million. Cavco Industries had a net margin of 8.49% and a return on equity of 17.55%. On average, equities research analysts predict that Cavco Industries, Inc. will post 24.5 earnings per share for the current year.

Analyst Ratings Changes

Several brokerages have recently weighed in on CVCO. UBS Group initiated coverage on shares of Cavco Industries in a research note on Friday, June 5th. They set a “buy” rating and a $700.00 price target on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cavco Industries in a research report on Tuesday, May 26th. Finally, Zacks Research raised Cavco Industries from a “strong sell” rating to a “hold” rating in a report on Friday, April 3rd. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $625.00.

Get Our Latest Analysis on CVCO

Insider Activity

In related news, CAO Paul Bigbee sold 200 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $537.75, for a total transaction of $107,550.00. Following the completion of the sale, the chief accounting officer directly owned 1,105 shares of the company’s stock, valued at approximately $594,213.75. This trade represents a 15.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Allison Aden sold 1,473 shares of the firm’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $625.00, for a total transaction of $920,625.00. Following the completion of the transaction, the executive vice president directly owned 9,147 shares in the company, valued at $5,716,875. This represents a 13.87% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 3,541 shares of company stock valued at $2,121,932. 1.70% of the stock is currently owned by insiders.

Cavco Industries Profile

(Free Report)

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.