Cavco IndustriesCVCO
About: Cavco Industries Inc designs and produces factory-built homes under the Cavco Homes, Fleetwood Homes, and Palm Harbor Homes brands. It also produces modular homes, park model homes, and vacation cabins, as well as commercial structures, among others. The company operates principally in two segments: Factory-built housing, which includes wholesale and retail systems-built housing operations, and the Financial services segment, which includes manufactured housing consumer finance and insurance. Cavco receives a majority of its revenue from the Factory-built housing segment.
Employees: 7,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
1,091% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $892K
26% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 27
2% more capital invested
Capital invested by funds: $3.32B [Q3] → $3.39B (+$70.9M) [Q4]
0% more funds holding
Funds holding: 289 [Q3] → 289 (+0) [Q4]
0.25% less ownership
Funds ownership: 94.05% [Q3] → 93.8% (-0.25%) [Q4]
3% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 105
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Wedbush Jay McCanless 77% 1-year accuracy 49 / 64 met price target | 8%downside $480 | Neutral Downgraded | 3 Dec 2024 |
Financial journalist opinion
Based on 7 articles about CVCO published over the past 30 days
