The Duckhorn PortfolioNAPA
NAPA
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
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
68% more first-time investments, than exits
New positions opened: 42 | 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
12% more funds holding
Funds holding: 144 [Q2] → 161 (+17) [Q3]
2.89% less ownership
Funds ownership: 78.15% [Q2] → 75.26% (-2.89%) [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
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$11
1%
downside
Avg. target
$11.03
1%
downside
High target
$11.10
0%
upside
3 analyst ratings
0 positive
0%
3 neutral
100%
0 negative
0%
Jefferies Kaumil Gajrawala 37% 1-year accuracy 7 / 19 met price target | 1%downside $11 | Hold Downgraded | 6 Dec 2024 |
RBC Capital Nik Modi 31% 1-year accuracy 11 / 36 met price target | 0%downside $11.10 | Sector Perform Downgraded | 11 Oct 2024 |
Barclays Lauren Lieberman 46% 1-year accuracy 41 / 90 met price target | 1%downside $11 | Equal-Weight Maintained | 8 Oct 2024 |
Financial journalist opinion
Based on 4 articles about NAPA published over the past 30 days
Negative
Benzinga
1 day ago
Top 3 Risk Off Stocks That May Collapse This Month
As of Dec. 20, 2024, three stocks in the consumer staples sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Neutral
GlobeNewsWire
1 week ago
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NAPA and USAP on Behalf of Shareholders
NEW YORK, Dec. 12, 2024 (GLOBE NEWSWIRE) -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:
Neutral
PRNewsWire
2 weeks ago
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NAPA and MNTX on Behalf of Shareholders
NEW YORK , Dec. 6, 2024 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to: The Duckhorn Portfolio, Inc. (NYSE: NAPA)'s sale to Butterfly Equity for $11.10 per share in cash. If you are a Duckhorn shareholder, click here to learn more about your rights and options.
Neutral
Business Wire
2 weeks ago
The Duckhorn Portfolio Announces Fiscal First Quarter 2025 Financial Results
ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today reported its financial results for the three months ended October 31, 2024. First Quarter 2025 Highlights Net sales were $122.9 million, an increase of $20.4 million, or 19.9%, versus the prior year period. Excluding Sonoma-Cutrer, net sales declined $8.4 million or 8.2%. Net sales were negatively impacted by one-time inventory transfers, as outgoing distributors in certain states transferred un.
Neutral
Zacks Investment Research
1 month ago
5 Beverages - Alcohol Stocks Holding Strong Amid Industry Challenges
The Zacks Beverages -Alcohol industry faces challenges from inflation and rising costs in commodities and logistics, while investments in innovation, premiumization and advanced technology platforms bode well. Leading players like BUD, STZ, TAP, SAM, and NAPA look well-positioned.
Neutral
Accesswire
2 months ago
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.
Neutral
Business Wire
2 months ago
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.
Neutral
Accesswire
2 months ago
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.
Positive
Benzinga
2 months ago
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.
Positive
GuruFocus
2 months ago
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.
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