LMNR Limoneira Co - Common Stock

NASDAQ · Food Products · View on SEC EDGAR ↗
$14.23
Price · Aug 19, 2026
Fundamentals as of Jun 9, 2026

LMNR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$14.23
Market Cap
$258M
P/E (TTM)
-15.4
EPS (TTM)
$-0.93
Revenue (TTM)
$160M
Div Yield
2.1%
ROE
-8.8%
Debt/Equity
0.4
52W Range
$12 – $17

LMNR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $160M
10-point trend, +42.9%
2016-10-31 2025-10-31
EPS $-0.93
10-point trend, -278.8%
2016-10-31 2025-10-31
Free Cash Flow
4-point trend, -644.5%
2016-10-31 2019-10-31
Margins -10.0%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
LMNR
Peer Median
P/E (TTM)
5-point trend, +78.3%
-15.4
17.9
P/S (TTM)
5-point trend, -7.1%
1.6
0.5
P/B
5-point trend, -6.5%
1.4
1.2
EV / EBITDA
5-point trend, -124.2%
-29.4

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
LMNR
Peer Median
Operating Margin
5-point trend, -235.4%
-12.8%
Net Profit Margin
5-point trend, -383.6%
-10.0%
-56.8%
ROA
5-point trend, -495.5%
-5.2%
-10.5%
ROE
5-point trend, -389.4%
-8.8%
-32.2%
ROIC
5-point trend, -240.0%
-6.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
LMNR
Peer Median
Debt / Equity
5-point trend, -42.9%
0.4
27.0
Current Ratio
5-point trend, +12.9%
1.3
1.4
Quick Ratio
5-point trend, +11.0%
0.6

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
LMNR
Peer Median
Revenue YoY
5-point trend, -3.8%
-16.6%
Revenue CAGR 3Y
5-point trend, -3.8%
-4.7%
Revenue CAGR 5Y
5-point trend, -3.8%
-0.59%
EPS YoY
5-point trend, -304.3%
-20.0%
Net Income YoY
5-point trend, -364.4%
-17.9%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
LMNR
Peer Median
EPS (Diluted)
5-point trend, -304.3%
$-0.93

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
LMNR
Peer Median
Payout Ratio
5-point trend, +78.0%
-33.9%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.1%
Payout Ratio
-33.9%
5Y Div CAGR
Ex-dateAmount
Dec. 30, 2025$0.0750
Oct. 6, 2025$0.0750
July 7, 2025$0.0750
March 31, 2025$0.0750
Dec. 30, 2024$0.0750
Oct. 7, 2024$0.0750
July 8, 2024$0.0750
March 28, 2024$0.0750
Dec. 29, 2023$0.0750
Oct. 6, 2023$0.0750
July 10, 2023$0.0750
April 3, 2023$0.0750
Dec. 30, 2022$0.0750
Oct. 6, 2022$0.0750
July 8, 2022$0.0750
April 4, 2022$0.0750
Dec. 23, 2021$0.0750
Oct. 7, 2021$0.0750
July 2, 2021$0.0750
April 1, 2021$0.0750

LMNR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 9 analysts
  • Strong Buy 2 22.2%
  • Buy 5 55.6%
  • Hold 2 22.2%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-18
Median target $18.00 +26.5%
Mean target $21.33 +49.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.16%
Next Report
Sep 15, 2026
Period EPS Actual EPS Est Surprise
June 30, 2026 $-0.29 $-0.21 -0.08%
March 31, 2026 $-0.48 $-0.34 -0.14%
Dec. 31, 2025 $-0.45 $-0.11 -0.34%
Sept. 30, 2025 $-0.02 $0.06 -0.08%
June 30, 2025 $-0.17 $-0.01 -0.16%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LMNR $255M -15.2 -16.6% -10.0% -8.8%
DAR $5.95B 96.5 7.4% 1.0% 1.4% 24.0%
INGR $6.94B 9.9 -2.8% 10.1% 18.1% 25.3%
CHSCP
ALCO $265M -1.8 -5.5% -334.4% -83.2% -436.2%
LOCL $48M -0.4 26.8% -195.1% 63.1% 12.1%
SDOT $2M -0.1 -64.8% -37.8% 661.9% 1.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 16
Annual Income Statement data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Cost of Revenue 12-point trend, +108.3% $155M $165M $169M $161M $148M $157M $152M $98M $91M $84M $77M $74M
SG&A Expense 12-point trend, +70.7% $24M $27M $26M $22M $19M $21M $21M $16M $14M $13M $14M $14M
Operating Expenses 12-point trend, +92.5% $180M $198M $169M $182M $172M $184M $177M $120M $109M $103M $96M $94M
Operating Income 12-point trend, -306.3% $-20M $-6M $11M $2M $-6M $-19M $-6M $9M $12M $9M $5M $10M
Interest Expense 8-point trend, +1501000.00 · · · · $2M $2M $2M $1M $2M $1M $148.0K $0
Interest Income 3-point trend, -61.7% · · · · · · · · · $23.0K $40.0K $60.0K
Other Non-op 12-point trend, -73.3% $93.0K $212.0K $-3M $-955.0K $89.0K $219.0K $129.0K $313.0K $492.0K $498.0K $410.0K $348.0K
Pretax Income 12-point trend, -298.8% $-21M $12M $13M $349.0K $-4M $-26M $-7M $13M $11M $13M $11M $11M
Income Tax 12-point trend, -230.1% $-5M $4M $4M $823.0K $-266.0K $-8M $-1M $-7M $4M $5M $4M $4M
Net Income 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
EPS (Basic) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.26 $0.42 $0.52 $0.46 $0.46
EPS (Diluted) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Shares (Basic) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 15,581,000 14,315,000 14,168,000 14,119,000 14,055,000
Shares (Diluted) 12-point trend, +26.9% 17,834,000 17,715,000 17,603,000 17,513,000 17,555,000 17,666,000 17,580,000 16,209,000 14,315,000 14,168,000 14,119,000 14,055,000
EBITDA 12-point trend, -213.2% $-11M $2M $19M $12M $3M $-9M $3M $17M $12M $9M $5M $10M
Balance Sheet 28
Annual Balance Sheet data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +1540.2% $2M $3M $4M $857.0K $439.0K $501.0K $616.0K $609.0K $492.0K $38.0K $39.0K $92.0K
Receivables 12-point trend, +113.3% $15M $15M $14M $16M $17M $16M $15M $14M $11M $9M $7M $7M
Prepaid Expense 12-point trend, +67.2% $4M $4M $6M $8M $11M $11M $8M $11M $7M $3M $2M $3M
Current Assets 12-point trend, +173.2% $40M $26M $30M $38M $42M $43M $35M $31M $23M $18M $14M $15M
PP&E (Net) 12-point trend, +63.1% $173M $162M $161M $223M $242M $243M $248M $226M $188M $177M $129M $106M
PP&E (Gross) 12-point trend, +69.2% $260M $249M $242M $314M $328M $320M $319M $293M $249M $232M $180M $154M
Accum. Depreciation 12-point trend, +82.8% $87M $87M $81M $91M $86M $78M $71M $67M $60M $55M $51M $48M
Goodwill 12-point trend, +121.5% $2M $2M $2M $2M $2M $2M $2M $1M $876.0K $680.0K $680.0K $680.0K
Intangibles 12-point trend, +2030.9% $3M $5M $7M $7M $8M $11M $12M $6M $84.0K $97.0K $110.0K $123.0K
Other Non-current Assets 12-point trend, +36.7% $11M $12M $13M $17M $11M $9M $9M $7M $10M $9M $9M $8M
Total Assets 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Accounts Payable 12-point trend, +24.1% $8M $7M $10M $11M $9M $6M $5M $6M $6M $6M $7M $6M
Accrued Liabilities 12-point trend, +23.2% $9M $12M $9M $11M $7M $8M $8M $8M $5M $6M $6M $8M
Current Liabilities 12-point trend, +42.4% $30M $35M $33M $39M $35M $31M $32M $27M $24M $24M $20M $21M
Capital Leases 6-point trend, -86.4% $219.0K $400.0K $2M $4M $2M $2M · · · · · ·
Deferred Tax 12-point trend, -26.9% $15M $20M $22M $23M $23M $22M $24M $25M $31M $25M $19M $21M
Other Non-current Liabilities 12-point trend, -62.1% $2M $1M $5M $10M $5M $7M $5M $4M $4M $6M $8M $6M
Total Liabilities 12-point trend, +3.5% $120M $96M $101M $177M $193M $183M $167M $191M $191M $167M $136M $116M
Long-term Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Total Debt 12-point trend, +6.0% $72M $41M $41M $106M $133M $126M $109M $80M $105M $91M $90M $68M
Common Stock 12-point trend, +28.6% $180.0K $180.0K $179.0K $177.0K $179.0K $179.0K $178.0K $176.0K $144.0K $142.0K $141.0K $140.0K
Paid-in Capital 12-point trend, +90.9% $171M $170M $168M $165M $164M $162M $160M $159M $94M $92M $91M $90M
Retained Earnings 12-point trend, -104.6% $-1M $21M $19M $16M $22M $31M $53M $50M $35M $32M $27M $23M
Treasury Stock 7-point trend, +3493000.00 $3M $3M $3M $3M $3M $3M $0 · · · · ·
AOCI 12-point trend, -222.7% $-6M $-7M $-6M $-8M $-6M $-8M $-7M $9M $7M $3M $3M $5M
Stockholders' Equity 12-point trend, +52.1% $180M $192M $190M $181M $188M $196M $222M $219M $137M $126M $121M $118M
Liabilities + Equity 12-point trend, +26.0% $311M $299M $301M $369M $392M $390M $400M $421M $339M $305M $269M $247M
Shares Outstanding 12-point trend, +28.1% 18,036,891 18,033,171 17,941,032 17,684,315 17,685,400 17,606,730 17,756,180 17,647,135 14,405,031 14,178,226 14,135,080 14,078,077
Cash Flow 19
Annual Cash Flow data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +161.9% $9M $8M $9M $10M $10M $10M $9M $7M $6M $5M $4M $4M
Stock-based Comp 12-point trend, +175.7% $3M $4M $4M $3M $3M $2M $2M $1M $1M $1M $1M $1M
Deferred Tax 12-point trend, -3548.1% $-5M $-2M $-2M $548.0K $-189.0K $-2M $-773.0K $-7M $2M $6M $-350.0K $-129.0K
Amort. of Intangibles 12-point trend, +950.9% $578.0K $677.0K $730.0K $723.0K $929.0K $999.0K $689.0K $84.0K $85.0K $83.0K $85.0K $55.0K
Other Non-cash 8-point trend, +176.5% $2M $-266.0K $-36M $2M $841.0K $-5M $-2M $-3M · · · ·
Operating Cash Flow 12-point trend, -137.3% $-6M $18M $-16M $15M $10M $-11M $1M $18M $18M $14M $8M $16M
CapEx 6-point trend, -38.7% · · · · · · $16M $14M $13M $16M $31M $26M
Investing Cash Flow 12-point trend, +35.9% $-18M $-9M $91M $19M $-10M $4M $-24M $-51M $-26M $-12M $-26M $-29M
Debt Issued 12-point trend, +44.4% $170M $176M $58M $147M $102M $121M $123M $167M $181M $157M $120M $118M
Net Debt Issued 12-point trend, +412.5% $32M $-372.0K $-65M $-27M $7M $17M $29M $-26M $12M $1M $21M $6M
Stock Issued 7-point trend, +0.00 · · · · · $0 $0 $64M $0 $0 $0 $0
Stock Repurchased 5-point trend, +0.00 · · · $0 $0 $3M $0 $0 · · · ·
Net Stock Activity 6-point trend, +0.00 · · · $0 $0 $-3M $0 $64M · · $0 ·
Dividends Paid 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M
Financing Cash Flow 12-point trend, +82.1% $23M $-9M $-72M $-34M $534.0K $7M $22M $33M $8M $-3M $18M $13M
Net Change in Cash 9-point trend, -427.5% $-1M $-635.0K $3M $418.0K $-62.0K $-115.0K $7.0K $117.0K $454.0K · · ·
Taxes Paid 12-point trend, -89.1% $707.0K $5M $7M $83.0K $-6M $-1M $130.0K $210.0K $-540.0K $2M $3M $6M
Free Cash Flow 6-point trend, -45.6% · · · · · · $-15M $5M $6M $-2M $-24M $-10M
Levered FCF 5-point trend, +31.3% · · · · · · $-16M $3M $4M $-3M $-24M ·
Profitability 7
Annual Profitability data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -233.7% -12.8% -3.2% 6.0% 1.2% -3.8% -11.6% -3.2% 7.3% 9.8% 8.2% 4.6% 9.6%
Net Margin 12-point trend, -248.1% -10.0% 4.0% 5.2% -0.13% -2.1% -10.0% -3.5% 15.6% 5.4% 7.2% 7.1% 6.8%
Pretax Margin 12-point trend, -228.8% -13.2% 6.0% 7.4% 0.19% -2.5% -16.1% -3.8% 10.4% 8.8% 11.9% 11.0% 10.2%
EBITDA Margin 12-point trend, -173.3% -7.0% 1.1% 10.8% 6.5% 2.1% -5.4% 1.8% 13.0% 9.8% 8.2% 4.6% 9.6%
ROA 12-point trend, -271.2% -5.2% 2.6% 2.8% -0.06% -0.88% -4.2% -1.5% 5.3% 2.1% 2.8% 2.7% 3.1%
ROE 12-point trend, -242.3% -8.8% 4.0% 4.9% -0.13% -1.8% -8.2% -2.6% 9.1% 5.0% 6.5% 5.9% 6.2%
ROIC 12-point trend, -279.2% -6.3% -1.7% 3.2% -1.0% -1.8% -4.0% -1.4% 4.8% 3.0% 2.6% 1.4% 3.5%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, +77.6% 1.3 0.7 0.9 1.0 1.2 1.4 1.1 1.1 1.0 0.8 0.7 0.8
Quick Ratio 12-point trend, +62.3% 0.6 0.5 0.5 0.4 0.5 0.5 0.6 0.5 0.5 0.4 0.4 0.3
Debt / Equity 12-point trend, -30.3% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.8 0.7 0.7 0.6
LT Debt / Equity 12-point trend, -29.7% 0.4 0.2 0.2 0.6 0.7 0.6 0.5 0.4 0.7 0.7 0.7 0.6
Interest Coverage 7-point trend, -117.3% · · · · -4.2 -9.3 -2.6 8.5 6.7 6.4 24.4 ·
Efficiency 2
Annual Efficiency data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +15.8% 0.5 0.6 0.5 0.5 0.4 0.4 0.4 0.3 0.4 0.4 0.4 0.5
Receivables Turnover 12-point trend, -30.1% 10.6 13.1 11.9 11.1 9.8 10.5 10.6 10.3 12.0 13.4 13.7 15.2
Per Share 7
Annual Per Share data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +18.7% $9.98 $10.63 $10.57 $10.24 $10.65 $11.12 $12.49 $12.42 $9.50 $8.92 $8.58 $8.41
Revenue / Share 12-point trend, +21.7% $8.96 $10.81 $10.22 $10.54 $9.46 $9.31 $9.75 $7.98 $8.47 $7.89 $7.10 $7.36
Cash Flow / Share 12-point trend, -130.3% $-0.34 $1.01 $-0.90 $0.85 $0.55 $-0.64 $0.08 $1.14 $1.29 $1.01 $0.55 $1.11
Cash / Share 12-point trend, +1187.7% $0.08 $0.17 $0.20 $0.05 $0.02 $0.03 $0.03 $0.03 $0.03 $0.00 $0.00 $0.01
Dividend / Share 9-point trend, +36.4% $0 $0 $0 $0 $0 $0 $0 $0 $0 · · ·
Dividend Paid / Share 5-point trend, +47.1% · · · · · · · $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, -302.2% $-0.93 $0.40 $0.50 $-0.04 $-0.23 $-0.96 $-0.37 $1.25 $0.42 $0.52 $0.46 $0.46
Growth Rates 6
Annual Growth Rates data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -1965.2% -16.6% 6.5% -2.5% 11.2% 0.89% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -256.0% -4.7% 4.9% 3.0% · · · · · · · · ·
Revenue CAGR 5Y -0.59% · · · · · · · · · · ·
EPS YoY · -20.0% · · · · · · · · · ·
Net Income YoY · -17.9% · · · · · · · · · ·
Dividend CAGR 5Y 0.22% · · · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for LMNR
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +54.4% $160M $192M $180M $185M $166M $165M $171M $129M $121M $112M $100M $103M
Net Income TTM 12-point trend, -328.6% $-16M $8M $9M $-236.0K $-3M $-16M $-6M $20M $7M $8M $7M $7M
Market Cap 12-point trend, -29.4% $255M $462M $256M $211M $285M $244M $336M $435M $336M $279M $224M $361M
Enterprise Value 12-point trend, -24.1% $326M $500M $294M $316M $418M $369M $444M $514M $441M $370M $314M $430M
P/E 12-point trend, -127.2% -15.2 64.1 28.6 -298.2 -70.1 -14.4 -51.1 19.7 55.6 37.9 34.5 55.8
P/S 12-point trend, -54.3% 1.6 2.4 1.4 1.1 1.7 1.5 2.0 3.4 2.8 2.5 2.2 3.5
P/B 12-point trend, -53.6% 1.4 2.4 1.4 1.2 1.5 1.2 1.5 2.0 2.5 2.2 1.8 3.1
P / Tangible Book 6-point trend, +8.8% 1.4 2.5 1.4 1.2 1.6 1.3 · · · · · ·
P / Cash Flow 12-point trend, -283.8% -42.4 25.9 -16.2 14.2 29.7 -21.5 246.1 23.6 18.2 19.5 29.1 23.1
P / FCF 6-point trend, +36.1% · · · · · · -23.2 96.2 60.3 -143.3 -9.5 -36.3
EV / EBITDA 12-point trend, -167.0% -29.1 227.7 15.2 26.3 120.0 -41.4 142.4 30.7 37.2 40.2 68.5 43.4
EV / FCF 6-point trend, +29.0% · · · · · · -30.6 113.7 79.0 -189.8 -13.3 -43.1
EV / Revenue 12-point trend, -50.9% 2.0 2.6 1.6 1.7 2.5 2.2 2.6 4.0 3.6 3.3 3.1 4.2
Dividend Yield 12-point trend, +231.2% 2.1% 1.2% 2.1% 2.5% 1.9% 2.2% 1.6% 0.93% 0.94% 1.0% 1.1% 0.64%
Earnings Yield 12-point trend, -467.6% -6.6% 1.6% 3.5% -0.34% -1.4% -6.9% -2.0% 5.1% 1.8% 2.6% 2.9% 1.8%
Payout Ratio 12-point trend, -202.0% -33.9% 70.1% 57.3% -2252.1% -154.1% -32.6% -89.7% 19.9% 47.8% 35.2% 35.9% 33.2%
Annual Payout 12-point trend, +133.3% $5M $5M $5M $5M $5M $5M $5M $4M $3M $3M $3M $2M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-10-312024-10-312023-10-312022-10-312021-10-31
Revenue $160M$192M$180M$185M$166M
Operating Margin % -12.8%-3.2%6.0%1.2%-3.8%
Net Income $-16M$8M$9M$-236.0K$-3M
Diluted EPS $-0.93$0.40$0.50$-0.04$-0.23
Balance Sheet
2025-10-312024-10-312023-10-312022-10-312021-10-31
Debt / Equity 0.40.20.20.60.7
Current Ratio 1.30.70.91.01.2
Quick Ratio 0.60.50.50.40.5

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Institutional owners (13F) 123 filers · $126.3M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
16 (-8 vs prior Q) 14 (+8 vs prior Q) 37 (+2 vs prior Q) 29 (-4 vs prior Q) +510K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Global Alpha Capital Management Ltd. $38,057,948 2,898,549 30.14% Shares
VANGUARD CAPITAL MANAGEMENT LLC $9,389,132 715,090 7.44% Shares
FIRST WILSHIRE SECURITIES MANAGEMENT INC $7,701,218 586,536 6.10% Shares
AMERIPRISE FINANCIAL INC $6,795,694 517,570 5.38% Shares
DIMENSIONAL FUND ADVISORS LP $4,622,482 352,055 3.66% Shares
GEODE CAPITAL MANAGEMENT, LLC $4,610,272 351,026 3.65% Shares
STATE STREET CORP $4,546,775 346,289 3.60% Shares
Peapod Lane Capital LLC $4,475,760 340,880 3.54% Shares
Riverwater Partners LLC $4,430,547 337,437 3.51% Shares
GAMCO INVESTORS, INC. ET AL $3,849,716 293,200 3.05% Shares
Quinn Opportunity Partners LLC $2,368,087 180,357 1.88% Shares
FLAX POND CAPITAL, LLC $2,363,505 180,008 1.87% Shares
WHITE PINE CAPITAL LLC $2,027,320 154,404 1.61% Shares
GABELLI FUNDS LLC $1,962,935 149,500 1.55% Shares
Teton Advisors, Inc. $1,846,700 118,000 1.46% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,475,011 112,339 1.17% Shares
Teton Advisors, LLC $1,457,430 111,000 1.15% Shares
VANGUARD FIDUCIARY TRUST CO $1,419,904 108,142 1.12% Shares
Cinctive Capital Management LP $1,266,441 96,454 1.00% Shares
CITADEL ADVISORS LLC $1,175,660 89,540 0.93% Shares
Quantinno Capital Management LP $1,163,371 88,604 0.92% Shares
Robertson Stephens Wealth Management, LLC $1,158,132 88,205 0.92% Shares
Advisors Asset Management, Inc. $1,148,275 46,945 0.91% Shares
Federation des caisses Desjardins du Quebec $989,198 75,327 0.78% Shares
Rathbones Group PLC $963,216 73,360 0.76% Shares
SFE Investment Counsel $787,931 60,010 0.62% Shares
D. E. Shaw & Co., Inc. $784,990 59,786 0.62% Shares
Oakum Bay Capital LLC $756,955 56,405 0.60% Shares
AQR CAPITAL MANAGEMENT LLC $728,295 55,468 0.58% Shares
GOLDMAN SACHS GROUP INC $684,362 52,122 0.54% Shares
ENVESTNET ASSET MANAGEMENT INC $611,651 46,584 0.48% Shares
Marquette Asset Management, LLC $608,379 46,335 0.48% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $551,736 42,021 0.44% Shares
Mutual Advisors, LLC $525,200 40,000 0.42% Shares
Sowell Financial Services LLC $514,171 39,160 0.41% Shares
AMERICAN CENTURY COMPANIES INC $513,738 39,127 0.41% Shares
NJ State Employees Deferred Compensation Plan $415,800 28,000 0.33% Shares
MORGAN STANLEY $414,383 31,560 0.33% Shares
Stratos Wealth Partners, LTD. $414,068 31,536 0.33% Shares
Vident Advisory, LLC $378,407 28,820 0.30% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $376,503 28,675 0.30% Shares
First Interstate Bank $328,250 25,000 0.26% Shares
RHUMBLINE ADVISERS $279,660 21,300 0.22% Shares
XTX Topco Ltd $260,460 19,837 0.21% Shares
WHITTIER TRUST CO $253,003 18,980 0.20% Shares
TWO SIGMA ADVISERS, LP $252,500 20,000 0.20% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $223,210 17,000 0.18% Shares
R Squared Ltd $221,936 16,903 0.18% Shares
Nuveen Asset Management, LLC $217,474 8,891 0.17% Shares
DEUTSCHE BANK AG\ $215,253 16,394 0.17% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207,467 15,801 0.16% Shares
WELLS FARGO & COMPANY/MN $184,752 14,071 0.15% Shares
Parvin Asset Management, LLC $180,538 13,750 0.14% Shares
Bank of New York Mellon Corp $175,798 13,389 0.14% Shares
MERCER GLOBAL ADVISORS INC /ADV $175,535 13,369 0.14% Shares
FMR LLC $175,036 13,331 0.14% Shares
EntryPoint Capital, LLC $174,511 13,291 0.14% Shares
Abel Hall, LLC $174,117 13,261 0.14% Shares
BlackRock, Inc. $173,684 13,228 0.14% Shares
BANK OF AMERICA CORP /DE/ $166,331 12,668 0.13% Shares
EVERETT HARRIS & CO /CA/ $154,527 11,769 0.12% Shares
Schonfeld Strategic Advisors LLC $154,394 11,759 0.12% Shares
Trexquant Investment LP $142,605 10,861 0.11% Shares
HSBC HOLDINGS PLC $138,772 10,545 0.11% Shares
MetLife Investment Management, LLC $123,514 9,407 0.10% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $101,574 7,736 0.08% Shares
CITIGROUP INC $89,271 6,799 0.07% Shares
Invesco Ltd. $87,748 6,683 0.07% Shares
CWM, LLC $83,123 6,194 0.07% Shares
Vanguard Global Advisers, LLC $79,830 6,080 0.06% Shares
VANGUARD GROUP INC $76,760 6,080 0.06% Shares
Nuveen, LLC $68,775 5,238 0.05% Shares
McIlrath & Eck, LLC $65,355 4,870 0.05% Shares
Leonteq Securities AG $56,800 4,326 0.04% Shares
Police & Firemen's Retirement System of New Jersey $47,268 3,600 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $44,353 3,378 0.04% Shares
Versant Capital Management, Inc $41,386 3,152 0.03% Shares
UBS Group AG $40,047 3,050 0.03% Shares
TRUST CO OF VERMONT $32,694 2,490 0.03% Shares
BARCLAYS PLC $31,735 2,417 0.03% Shares
NORTHERN TRUST CORP $31,565 2,404 0.02% Shares
Arax Advisory Partners $20,286 1,545 0.02% Shares
Legal & General Group Plc $19,249 1,466 0.02% Shares
Ameritas Investment Partners, Inc. $18,986 1,446 0.02% Shares
WHITTIER TRUST CO OF NEVADA INC $13,440 1,000 0.01% Shares
Tower Research Capital LLC (TRC) $13,104 998 0.01% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $12,105 902 0.01% Shares
Russell Investments Group, Ltd. $10,688 814 0.01% Shares
NISA INVESTMENT ADVISORS, LLC $10,294 784 0.01% Shares
NEW YORK STATE COMMON RETIREMENT FUND $9,821 748 0.01% Shares
OSAIC HOLDINGS, INC. $8,206 625 0.01% Shares
Spartan Fund Management Inc. $7,852 321 0.01% Shares
Ancora Advisors LLC $6,565 500 0.01% Shares
ROYAL BANK OF CANADA $6,000 478 0.00% Shares
Integrated Wealth Concepts LLC $5,709 435 0.00% Shares
HUNTINGTON NATIONAL BANK $5,134 391 0.00% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $5,046 376 0.00% Shares
MassMutual Private Wealth & Trust, FSB $4,976 379 0.00% Shares
Sterling Capital Management LLC $4,451 339 0.00% Shares
GAMMA Investing LLC $3,978 303 0.00% Shares

Company insiders 24 insiders · 6 officers · 19 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Harold S Edwards President and CEO Dec. 22, 2025 F 243,609 0 0 $0
Mark Palamountain EVP, CFO and Treasurer Feb. 9, 2026 D 75,958 0 0 $0
Joseph D Rumley CFO, Secretary and Treasurer Dec. 24, 2017 F 17,642 0 0 $0
Amy Fukutomi Director of Compliance & Business Development March 22, 2022 A 5,326 0 0 $0
Alex M Teague Senior Vice President Feb. 1, 2022 F 149,471 0 0 $0
Peter W Dinkler Vice Pres of Lemon Packing Jan. 7, 2011 F 42,468 0 0 $0
Barbara Carbone Director March 25, 2026 A 19,293 0 0 $0
Edgar A. Terry Director March 25, 2026 A 32,590 0 0 $0
Elizabeth Mora Director March 25, 2026 A 23,850 0 0 $0
Scott S Slater Director March 25, 2026 A 70,762 1 0 $64,250
Gordon E Kimball Director March 25, 2026 A 60,858 0 0 $0
Peter J Nolan Director March 25, 2026 A 1,140,177 2 0 $254,779
Elizabeth Blanchard Chess Director March 22, 2023 A 8,821 0 0 $0
Jose De Jesus Loza Director March 22, 2022 A 421,377 0 0 $0
Donald R Rudkin Director March 22, 2022 A 7,037 0 0 $0
John W.H. Merriman Director March 22, 2022 A 4,043 0 0 $0
Robert M Sawyer Director March 22, 2022 A 72,823 0 0 $0
Lecil E Cole Director Jan. 23, 2018 A 66,853 0 0 $0
Ronald L Michaelis Director Oct. 10, 2017 G 112,178 0 0 $0
John W Blanchard Director April 14, 2016 S 126,498 0 0 $0
Keith W Renken Director Sept. 14, 2015 P 17,089 0 0 $0
Alan M Teague Director April 21, 2014 S 105,968 0 0 $0
Allan M Pinkerton Director Jan. 28, 2014 A 631,018 0 0 $0
Gregory C. Hamm Aug. 3, 2026 S 86,812 0 6 $-78,970

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Peter J. Nolan ×2 filings Dec. 18, 2023 Initial filing Board campaign SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 29 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
AVSC · AMERICAN CENTURY ETF TRUST 0.02% 34,477 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.01% 7,251 NS April 30, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.01% 60,239 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 785 NS May 31, 2026 N-PORT
AVIE · AMERICAN CENTURY ETF TRUST 0.01% 42 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.00% 1,437 NS April 30, 2026 N-PORT
UWM · ProShares Trust 0.00% 613 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 623 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.00% 16,975 NS April 30, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.00% 41,759 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 602 NS May 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.00% 1,700 NS April 30, 2026 N-PORT
HDG · ProShares Trust 0.00% 16 NS May 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.00% 4,057 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.00% 1,304 NS April 30, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 5,260 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.00% 3,631 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 1,913 NS May 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.00% 2,209 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
IWV · iShares Trust Aug. 18, 2026 Daily
IWN · iShares Trust Aug. 17, 2026 Daily
IWM · iShares Trust Aug. 18, 2026 Daily
IWC · iShares Trust Aug. 18, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust July 13, 2026 Daily