The Duckhorn Portfolio
NAPA
Market cap $1.62B

11.02 USD

-0.01

0.09%

At close Nov 15, 4:00 PM EST

After hours

11.02

+0.00

0.00%

1 day

-0.09%

5 days

-0.09%

1 month

0.27%

3 months

64.23%

6 months

37.24%

Year to date

9.43%

1 year

1.75%

5 years

-35.86%

10 years

-35.86%

About: The Duckhorn Portfolio Inc produces luxury and ultra-luxury wine across a portfolio of winery brands, including Duckhorn Vineyards, Paraduxx, Goldeneye, Migration, Decoy, Canvasback, Calera, Kosta Browne, Greenwing and Postmark. Its revenue is comprised of wholesale and direct-to-consumer sales. Wholesale revenue is generated through sales directly to California retailers and restaurants, sales to distributors and agents located in other states throughout the United States, and sales to export distributors that sell internationally.

Employees: 585

Consumer Staples Beverages

0

Funds holding %

of 6,704 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

50% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 3 (+1) [Q3]

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

11% more funds holding

Funds holding: 144 [Q2] → 160 (+16) [Q3]

2.92% less ownership

Funds ownership: 78.15% [Q2] → 75.23% (-2.92%) [Q3]

21% less capital invested

Capital invested by funds: $816M [Q2] → $643M (-$173M) [Q3]

62% less call options, than puts

Call options by funds: $139K | Put options by funds: $365K

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Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$6

46%

downside

Avg. target

$9.37

15%

downside

High target

$11.10

1%

upside

3 analyst ratings

0 positive

0%

3 neutral

100%

0 negative

0%

RBC Capital Nik Modi 40% 1-year accuracy 17 / 42 met price target	1%upside $11.10	Sector Perform Downgraded	11 Oct 2024
Barclays Lauren Lieberman 41% 1-year accuracy 36 / 87 met price target	0%downside $11	Equal-Weight Maintained	8 Oct 2024
Barclays Lauren Lieberman 41% 1-year accuracy 36 / 87 met price target	46%downside $6	Equal-Weight Maintained	4 Oct 2024

See Analyst Rankings

Financial journalist opinion

STOCKHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of The Duckhorn Portfolio, Inc. - NAPA

NEW YORK, NY / ACCESSWIRE / October 8, 2024 / Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating The Duckhorn Portfolio, Inc. (NYSE: NAPA ), relating to its proposed merger with Butterfly Equity.

STOCKHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of The Duckhorn Portfolio, Inc. - NAPA

DUCKHORN PORTFOLIO INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of the Duckhorn Portfolio, Inc. - NAPA

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) to Butterfly Equity. Under the terms of the proposed transaction, shareholders of Duckhorn will receive $11.10 in cash for each share of Duckhorn that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or wheth.

DUCKHORN PORTFOLIO INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of the Duckhorn Portfolio, Inc. - NAPA

SHAREHOLDER INVESTIGATION: The M&A Class Action Firm Investigates the Mergers of B and NAPA

NEW YORK CITY, NY / ACCESSWIRE / October 7, 2024 / Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating: Barnes Group Inc. (NYSE: B ), relating to its proposed merger with Apollo Global Management, Inc. Under the terms of the agreement, all Barnes Group common stock will be converted into the right to receive $47.50 in cash.

SHAREHOLDER INVESTIGATION: The M&A Class Action Firm Investigates the Mergers of B and NAPA

Dow Tumbles Over 400 Points; Duckhorn Portfolio Shares Surge

U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite falling more than 150 points on Monday.

Dow Tumbles Over 400 Points; Duckhorn Portfolio Shares Surge

Why Duckhorn Portfolio (NAPA) Stock Spiked Today

The Duckhorn Portfolio (NAPA, Financial) experienced an impressive surge, with shares skyrocketing by 102.5% following the announcement of its acquisition by Butterfly, a private equity firm. The all-cash transaction values the company at $11.10 per share, equating to a valuation of approximately $1.95 billion.

Why Duckhorn Portfolio (NAPA) Stock Spiked Today

Winemaker Duckhorn Stock Doubles on Takeover by Private-Equity Firm Butterfly

Shares of The Duckhorn Portfolio (NAPA) doubled Monday after the Napa Valley winemaker agreed to be taken private by private-equity firm Butterfly for $1.95 billion.

Winemaker Duckhorn Stock Doubles on Takeover by Private-Equity Firm Butterfly

NAPA Merger News: Johnson Fistel Investigates Duckhorn and its Directors and Management Following Sale

SAN DIEGO, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Johnson Fistel, LLP , a leading stockholder rights law firm, announced that it is investigating claims on behalf The Duckhorn Portfolio Inc (NYSE: NAPA) shareholders concerning potential breaches of fiduciary duties related to the proposed sale of the Company to Butterfly Equity a Los Angeles-based private equity firm.

NAPA Merger News: Johnson Fistel Investigates Duckhorn and its Directors and Management Following Sale

Duckhorn stock rallies 100% as Butterfly Equity values the wine company at $1.95 billion

Duckhorn Portfolio Inc (NYSE: NAPA) rallied more than 100% this morning after Butterfly Equity said it will buy the luxury wine company for about $1.95 billion. The all-cash agreement values each share of NAPA at $11 – a sharp increase from their previous close of $5.40.

Duckhorn stock rallies 100% as Butterfly Equity values the wine company at $1.95 billion

NAPA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of The Duckhorn Portfolio to Butterfly Equity

MONSEY, N.Y., Oct. 07, 2024 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) (“Duckhorn”) to Butterfly Equity (“Butterfly”) for $11.10 per share in cash.

NAPA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of The Duckhorn Portfolio to Butterfly Equity

NAPA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of The Duckhorn Portfolio, Inc. Is Fair to Shareholders

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) to Butterfly Equity for $11.10 per share in cash is fair to Duckhorn shareholders. Halper Sadeh encourages Duckhorn shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Duck.

NAPA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of The Duckhorn Portfolio, Inc. Is Fair to Shareholders

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