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

03
Price $104.57
P/E (TTM) -5.0
EPS (TTM) $-21.08
Revenue (TTM) $2.86B
ROE (TTM) -37.8%
Debt/Equity (MRQ) 0.9
52W Range $102–$180

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

04
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Stock splits 4
Ex-date Split Type
July 7, 2026 1243-for-1000 Forward
June 27, 2014 3-for-1 Forward
June 18, 2007 2-for-1 Forward
June 2, 1988 5-for-4 Forward

About The Middleby Corporation - Common Stock Company overview from Wikipedia

05 · wikidata

The Middleby Corporation is a publicly traded American company based in Elgin, Illinois. The company manufactures commercial cooking equipment, industrial processing equipment, and residential appliances. The commercial cooking equipment side of Middleby does business with 97 out of the top 100 food service chains in the United States and internationally.

History

Portable ovens

The company was founded by Joseph Middleby and John Marshall in Chicago in 1888 as a bakery supplier. The company made custom portable ovens for the bakery industry. Middleby sold the company to Marshall in the early 1900s. The company was privately held by descendants of Marshall until it was purchased by a private company in 1976. The company was purchased by TMC Industries Ltd. in 1983 and changed its name to The Middleby Corporation in 1985 and moved its headquarters to Elgin, Illinois in the late 1980s.

Expansion

By 1996, the company had expanded its manufacturing base overseas and had opened a manufacturing and training facility employing 190 in Santa Rosa, Laguna, the Philippines.

By 2006, the company had successfully streamlined operations to an extent allowing them to close two of its seven manufacturing facilities in the United States with no loss of product lines or capacity; this was in addition to three facilities shut down in 2001 and 2002. Also in the 2001 to 2006 period, the company's income yield from sales increased from about 3% to just over 10%, while its stock valuation increased by over 15-fold, performance gains which were attributed to CEO Bassoul.

The Middleby Corporation was originally available for purchase on the NASDAQ over-the-counter market and became listed on the American Stock Exchange in 1988. Its first public offering came in September 1997 with a share price offering of $10 on the NASDAQ. Selim Bassoul became the CEO of Middleby in January 2001.

McDonald's ice cream machines

In 2021, the company was criticized in the media for producing ice cream machines for McDonald's that were intentionally unreliable and difficult to repair as a means to drive up maintenance revenue. They were sued by the makers of an app, Kytch, that assisted with repair.

Acquisitions

Middleby has acquired numerous businesses in the US and internationally. In 1990, Middleby acquired a majority stake in Asbury Associates Inc., a Filipino manufacturer of food service equipment. It increased its interest to 80% by 1991 and became the company's main export distributor internationally with the exception of Canada where Middleby already owned a distributor. The same year, it established Fab-Asia, Inc., a separate unit in Manila for manufacturing of kitchen equipment for markets in Asia and the United States.

Middleby initiated assimilation of MagiKitch'n brands in 2010 to their commercial appliance line.

Middleby purchased TurboChef in 2008 in a deal reported to be worth $200 million. It was reported by Bassoul that the purchase would strengthen the company's position as a leader in the food service equipment industry. Both companies were previously competitors in food service equipment for speed cooking pizza ovens.

In 2013, The Middleby Corporation purchased Viking Range for US$380 million from investors Warren Stephens and Fred Carl, Jr., the latter of whom would continue at the helm of the new subsidiary. Middleby announced that it would incorporate its technology into Viking equipment and increase residential sales, which were approximately 1% to 2% of the company's overall sales prior to the purchase. The acquisition was said to be the largest in the company's history, bringing 750 employees into the company.

In July 2015, Aga Rangemaster Group, the British manufacturer of cast-iron cooking ranges was acquired for £129 million.

In 2016, Middleby acquired Follett Ice in Easton, Pennsylvania.

In May 2018, Taylor Company, a manufacturer of ice cream dispensing equipment and frozen drink machines was acquired for $1 billion.

In December 2021, The Middleby Corporation purchased consumer grill manufacturers Kamado Joe, Masterbuilt, and Char-Griller, which were estimated to expand the revenues of the Middleby Residential platform to more than $1 billion.[1]

In July 2022, Middleby acquired CP Packaging, a US-based equipment manufacturer.

Products and brands

Industrial processing

Residential

Aga Rangemaster (acquired July 2015)

Brava Home

Char-Griller

Falcon

Grange

Kamado Joe

La Cornue

Lynx

Marvel

Masterbuilt

Rayburn Range

Viking

Waterford Stanley

Novy (2021)

Former brands

Victory Refrigeration: a former subsidiary and brand engaged in development of refrigeration technology; sold in 1996 to "an investor group led by local management" of the subsidiary.

Awards and recognition

Middleby has received awards and recognition, including numerous supplier awards. In 2013 it was recognized as the Supplier Partner of the Year by Brinker International, after installing approximately 1,200 ovens in the company's Chili's restaurants. It was recognized as one of the best stocks of the millennium by The Motley Fool and featured as a hot growth company in BusinessWeek.

Middleby has been on the Forbes' list of 200 Best Small Companies numerous times, including being listed as #12 in 2004, #10 in 2005, #9 in 2006, and continuing 9 consecutive years receiving recognition as #25 on the list in 2012. The United States Department of Commerce recognized Middleby in 1997 with the President's "E" Award. The award was given to a total of 11 firms in the United States for recognition of their success in exporting. It was recognized again for its exporting in 2001 as a recipient of the Governor's Export Award presented by then Illinois Governor George Ryan.

Middleby made the Crain's Chicago Business Fast 50 list in 2013, also being recognized on the list in 2007 and 2009. It received a NRA Kitchen Innovations Award in 2013 for its WOW! Ovens, currently in use by the top nine pizza chains. It was also featured in the 2011 book Innovating...Chicago-style: How Local Innovators Are Building the National Economy.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryMachinery employees8,826 countryUS

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

06
Revenue$3.20B
2022-12-31 → 2026-01-03
EPS$-5.32
2022-12-31 → 2026-01-03
Free Cash Flow$559M
2022-12-31 → 2026-01-03
Net margin-38.5%
2022-12-31 → 2026-01-03
Valuation & Ratios 07–12

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

Metric 5Y trend MIDD 5Y avg Peer Median Verdict
P/E (TTM) -5.0 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Annualized Payout≈$0.21Paid quarterly
Ex-dateAmountCurrencyYield
Jun 2, 2004$0.05USD≈0.84%
Nov 7, 2003$0.03USD≈0.70%
Dec 18, 2000$0.01USD≈1.3%
Feb 26, 1991$0.00USD≈2.9%
Nov 14, 1990$0.00USD≈3.7%
Aug 16, 1990$0.00USD≈2.2%
May 17, 1990$0.00USD≈1.6%
Mar 5, 1990$0.00USD≈1.6%
Nov 15, 1989$0.00USD≈1.0%
Aug 17, 1989$0.00USD≈1.1%
May 19, 1989$0.00USD≈0.84%
Feb 21, 1989$0.00USD≈0.68%
Nov 14, 1988$0.01USD≈0.70%

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

14
Avg Surprise 2.9%
Next Report Nov 04, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 11, 2026 $1.74 $2.07 -16.1%
March 31, 2026 May 13, 2026 $2.16 $1.98 9.2%
Dec. 31, 2025 $2.42 $2.32 4.3%
Sept. 30, 2025 $2.37 $2.11 12.2%
June 30, 2025 $2.35 $2.28 3.2%
March 31, 2025 $2.08 $1.99 4.3%

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

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $3.20B$3.15B$3.24B$4.03B$3.25B$2.51B$2.96B$2.72B$2.34B$2.27B$1.83B$1.64B
Cost of Revenue $1.95B$1.90B$1.96B$2.59B$2.06B$1.63B$1.86B$1.72B$1.42B$1.37B$1.12B$996M
Gross Profit $1.25B$1.25B$1.28B$1.45B$1.19B$882M$1.10B$1.00B$913M$901M$707M$641M
R&D Expense $59M$51M$47M$49M$42M$35M$41M$35M$29M$26M$22M$23M
SG&A Expense $663M$590M$625M$797M$668M$532M$594M$539M$468M$472M$375M$157M
Operating Income $575M$644M$652M$640M$630M$324M$514M$446M$379M$419M$303M$300M
Other Non-op $-5M$458.0K$-4M$-29M$2M$-3M$2M$-2M$-829.0K$-1M$-4M$-4M
Pretax Income $482M$566M$536M$564M$620M$268M$463M$424M$384M$421M$281M$281M
Income Tax $115M$145M$123M$128M$131M$61M$110M$106M$85M$137M$90M$87M
Net Income $-278M$428M$401M$437M$488M$207M$352M$317M$298M$284M$192M$193M
EPS (Basic) $-5.38$7.97$7.48$8.07$8.85$3.76$6.33$5.71$5.26$4.98$3.36$3.41
EPS (Diluted) $-5.32$7.90$7.41$7.95$8.62$3.76$6.33$5.70$5.26$4.98$3.36$3.40
Shares (Basic) 51,655,00053,738,00053,577,00054,095,00055,216,00055,093,00055,647,00055,576,00056,715,00057,030,00056,951,00056,764,000
Shares (Diluted) 52,179,00054,209,00054,086,00054,947,00056,665,00055,136,00055,656,00055,604,00056,719,00057,085,00056,973,00056,784,000
EBITDA $680M$783M$767M$778M$755M$435M$617M$543M$480M$504M$357M$342M
Balance Sheet 28
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $222M$639M$247M$162M$180M$268M$94M$72M$90M$68M$56M$44M
Receivables $573M$532M$645M$631M$577M$363M$448M$399M$328M$326M$283M$230M
Inventory $693M$656M$936M$1.08B$837M$540M$586M$522M$425M$368M$354M$256M
Prepaid Expense $111M$115M$113M$126M$92M$81M$61M$51M$55M$43M$40M$28M
Current Assets $2.74B$2.33B$1.97B$2.01B$1.71B$1.27B$1.21B$1.06B$932M$812M$795M$614M
PP&E (Net) $432M$385M$511M$444M$381M$344M$352M$315M$282M$222M$200M$130M
PP&E (Gross) $743M$653M$850M$743M$647M$574M$550M$482M$424M$341M$300M$213M
Accum. Depreciation $311M$268M$340M$300M$266M$230M$198M$168M$142M$119M$100M$83M
Goodwill $1.80B$1.74B$1.70B$2.41B$2.24B$1.93B$1.85B$1.74B$1.26B$1.09B$983M$808M
Intangibles $1.06B$1.10B$1.69B$1.79B$1.88B$1.45B$1.44B$1.36B$780M$696M$749M$492M
Other Non-current Assets $165M$147M$204M$213M$143M$127M$111M$37M$36M$43M$22M$19M
Total Assets $6.32B$7.28B$6.91B$6.87B$6.38B$5.20B$5.00B$4.55B$3.34B$2.92B$2.76B$2.07B
Accounts Payable $207M$166M$227M$271M$305M$183M$174M$188M$146M$147M$158M$98M
Accrued Liabilities $575M$494M$579M$671M$583M$495M$417M$367M$322M$336M$320M$221M
Current Liabilities $1.07B$829M$851M$988M$915M$700M$593M$559M$474M$488M$510M$328M
Capital Leases $94M$67M$88M$80M$74M$77M$75M·····
Deferred Tax $157M$151M$216M$220M$187M$147M$134M$82M$43M$26M$50M$89M
Other Non-current Liabilities $178M$171M$197M$177M$181M$202M$169M$70M$59M$36M$30M$32M
Long-term Debt $2.17B$2.40B$2.43B$2.72B$2.41B$1.73B$1.87B$1.89B$1.03B$732M$766M$598M
Total Debt $2.17B$2.40B$2.43B$2.72B$2.41B$1.73B$1.87B$1.89B$1.03B$732M$766M$598M
Common Stock $153.0K$148.0K$148.0K$147.0K$147.0K$147.0K$145.0K$145.0K$145.0K$144.0K$144.0K$144.0K
Paid-in Capital $603M$520M$479M$408M$357M$433M$387M$377M$375M$355M$329M$310M
Retained Earnings $4.05B$4.33B$3.90B$3.50B$3.06B$2.57B$2.36B$2.01B$1.70B$1.40B$1.12B$924M
Treasury Stock $1.74B$941M$906M$831M$566M$537M$451M$445M$445M$205M$201M$196M
AOCI $-142M$-269M$-223M$-278M$-359M$-488M$-351M$-276M$-266M$-284M$-76M$-31M
Stockholders' Equity $2.78B$3.64B$3.25B$2.80B$2.49B$1.98B$1.95B$1.67B$1.36B$1.27B$1.17B$1.01B
Liabilities + Equity $6.32B$7.28B$6.91B$6.87B$6.38B$5.20B$5.00B$4.55B$3.34B$2.92B$2.76B$2.07B
Shares Outstanding ········55,730,62457,539,76657,306,08257,271,680
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A $105M$104M$110M$138M$125M$111M$103M$97M$70M$58M$54M$41M
Stock-based Comp $13M$32M$45M$58M$42M$20M$8M$2M$6M$28M$16M$17M
Deferred Tax $70M$36M$442.0K$-7M$7M$16M$22M$20M$-14M$21M$2M$15M
Amort. of Intangibles $55M$57M$66M$86M$76M$69M$64M$60M$39M$30M$27M$25M
Restructuring $3M$8M$5M$10M$8M$12M$10M$19M$20M$11M$29M$7M
Other Non-cash $719M$59M$47M$-294M$-240M$171M$-109M$-68M$-55M$-98M$-14M$-33M
Operating Cash Flow $630M$687M$629M$333M$423M$525M$377M$369M$304M$294M$250M$234M
CapEx $71M$37M$59M$67M$47M$35M$47M$36M$54M$25M$22M$13M
Investing Cash Flow $-127M$-159M$-156M$-348M$-1.01B$-107M$-328M$-1.24B$-345M$-236M$-371M$-233M
Stock Issued ··········$0$0
Stock Repurchased $724M$35M$75M$265M$29M$86M$6M$0$240M$4M$5M$44M
Net Stock Activity $-724M$-35M$-75M$-265M$-29M$-86M$-6M$0$-240M$-4M$-5M$-44M
Financing Cash Flow $-971M$-74M$-391M$8M$503M$-252M$-25M$856M$56M$-41M$137M$9M
Net Change in Cash $-445M$442M$85M$-18M$-88M$174M$23M$-18M$21M$13M$12M$7M
Taxes Paid $79M···········
Free Cash Flow $559M$638M$544M$265M$377M$490M$331M$333M$250M$269M$227M$221M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 39.1%37.9%38.0%35.9%36.8%35.1%37.3%36.9%39.1%39.7%38.7%39.1%
Operating Margin 18.0%16.9%15.7%15.9%19.4%12.9%17.4%16.4%17.6%19.7%16.6%18.4%
Net Margin -8.7%11.1%9.9%10.8%15.0%8.2%11.9%11.7%12.8%12.5%10.5%11.8%
Pretax Margin 15.1%14.9%12.9%14.0%19.1%10.7%15.6%15.6%16.4%18.6%15.4%17.2%
EBITDA Margin 21.2%20.2%19.0%19.3%23.2%17.3%20.9%20.0%20.6%22.2%19.5%20.9%
ROA -4.1%5.9%5.8%6.5%8.0%4.1%7.1%7.0%9.1%10.0%7.9%7.8%
ROE -8.7%11.8%12.6%16.5%20.4%10.3%18.5%19.6%22.7%23.4%17.6%20.9%
ROIC 8.8%8.1%8.6%9.0%10.1%6.8%10.2%9.4%13.4%15.1%10.7%12.9%
Liquidity & Solvency 4
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.62.82.32.01.91.82.01.92.01.71.61.9
Quick Ratio 0.71.61.00.80.80.90.90.80.90.80.70.8
Debt / Equity 0.80.70.71.01.00.91.01.10.80.60.70.6
LT Debt / Equity 0.80.60.71.01.00.91.01.10.80.60.60.6
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.50.50.60.60.50.50.60.60.70.80.80.7
Inventory Turnover 2.92.72.52.73.02.93.43.63.63.83.74.2
Receivables Turnover 5.86.06.36.76.96.27.07.57.17.57.17.5
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share ········$24.42$21.99$20.36$17.58
Revenue / Share $61.35$71.49$74.63$73.40$57.37$45.58$53.17$48.97$41.18$39.73$32.06$28.82
Cash Flow / Share $12.08$12.67$11.63$6.05$7.47$9.52$6.78$6.63$5.37$5.15$4.38$4.12
Cash / Share ········$1.61$1.19$0.97$0.77
EPS (TTM) $-5.32$7.90$7.41$7.95$8.62$3.76$6.33$5.70$5.26$4.98$3.36$3.40
Growth Rates 7
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 1.6%-2.8%-19.6%24.1%29.3%·······
Revenue CAGR 3Y -7.4%-1.0%8.9%·········
Revenue CAGR 5Y 5.0%···········
EPS YoY ·6.6%-6.8%-7.8%129.3%·······
EPS CAGR 3Y ·-2.9%25.4%·········
Net Income YoY ·6.9%-8.2%-10.6%135.7%·······
Net Income CAGR 3Y ·-4.3%24.6%·········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $3.20B$3.15B$3.24B$4.03B$3.25B$2.51B$2.96B$2.72B$2.34B$2.27B$1.83B$1.64B
Net Income TTM $-278M$428M$401M$437M$488M$207M$352M$317M$298M$284M$192M$193M
Market Cap ········$7.52B$7.41B$6.18B$5.67B
Enterprise Value ········$8.46B$8.08B$6.89B$6.23B
P/E -28.317.319.916.822.834.317.317.825.725.932.129.1
P/S ········3.23.33.43.5
P/B ········5.55.95.35.6
P / Cash Flow ········24.725.224.824.3
P / FCF ········30.127.527.225.7
EV / EBITDA ········17.616.019.318.2
EV / FCF ········33.830.030.328.2
EV / Revenue ········3.63.63.83.8
Earnings Yield -3.5%5.8%5.0%5.9%4.4%2.9%5.8%5.6%3.9%3.9%3.1%3.4%

Most recent period on the left · null values shown as ·

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

16
Metric 2026-01-032024-12-282024-09-282024-06-292024-03-30
Revenue $3.20B $3.15B · · ·
Gross Margin % 39.1% 37.9% · · ·
Operating Margin % 18.0% 16.9% · · ·
Net Income $-278M $428M · · ·
Diluted EPS $-5.32 $7.90 · · ·

Institutional owners (13F) 475 filers · $7.6B total · As of Sept. 30, 2026

17

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.

Holders 475
Value held $7.6B
New positions 85
Exited positions 47
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
85 (+7 vs prior Q) 47 (-6 vs prior Q) 112 (-30 vs prior Q) 174 (+45 vs prior Q) +1.0M

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
BlackRock, Inc. $676,035,217 3,930,209 8.86% Shares
VANGUARD GROUP INC $639,678,543 4,302,674 8.38% Shares
Garden Investment Management, L.P. $581,348,561 3,379,737 7.62% Shares
JPMORGAN CHASE & CO $423,360,344 2,444,717 5.55% Shares
Invesco Ltd. $323,409,763 1,880,180 4.24% Shares
VANGUARD CAPITAL MANAGEMENT LLC $320,000,180 1,860,358 4.19% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $304,553,338 1,770,556 3.99% Shares
ARIEL INVESTMENTS, LLC $282,785,472 1,644,006 3.70% Shares
FMR LLC $231,884,992 1,348,090 3.04% Shares
STATE STREET CORP $229,321,324 1,333,186 3.00% Shares
DIMENSIONAL FUND ADVISORS LP $228,260,767 1,326,986 2.99% Shares
EARNEST PARTNERS LLC $218,862,944 1,272,385 2.87% Shares
GEODE CAPITAL MANAGEMENT, LLC $197,568,848 1,148,400 2.59% Shares
BANK OF AMERICA CORP /DE/ $138,802,953 806,947 1.82% Shares
SEI INVESTMENTS CO $131,547,157 764,765 1.72% Shares
WELLINGTON MANAGEMENT GROUP LLP $130,008,254 755,818 1.70% Shares
COOKE & BIELER LP $108,709,632 631,996 1.42% Shares
AMERIPRISE FINANCIAL INC $103,396,414 601,107 1.35% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $102,630,455 596,654 1.34% Shares
TURTLE CREEK ASSET MANAGEMENT INC. $101,085,218 730,564 1.32% Shares
Select Equity Group, L.P. $97,808,498 568,621 1.28% Shares
Quantinno Capital Management LP $96,845,684 563,023 1.27% Shares
GOLDMAN SACHS GROUP INC $92,192,028 535,969 1.21% Shares
MORGAN STANLEY $83,625,846 486,167 1.10% Shares
BANK OF MONTREAL /CAN/ $78,736,202 457,742 1.03% Shares
Boston Partners $73,125,443 426,152 0.96% Shares
RENAISSANCE TECHNOLOGIES LLC $72,359,447 420,670 0.95% Shares
D. E. Shaw & Co., Inc. $72,039,164 418,808 0.94% Shares
Bank of New York Mellon Corp $69,002,346 401,153 0.90% Shares
NORTHERN TRUST CORP $65,393,213 380,171 0.86% Shares
UBS Group AG $54,124,322 314,658 0.71% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $53,948,012 313,633 0.71% Shares
Brandywine Global Investment Management, LLC $50,241,391 337,939 0.66% Shares
VANGUARD FIDUCIARY TRUST CO $45,208,700 262,826 0.59% Shares
Clarkston Capital Partners, LLC $41,944,811 243,851 0.55% Shares
MARSHALL WACE, LLP $40,091,576 233,077 0.53% Shares
CITADEL ADVISORS LLC $36,990,407 215,048 0.48% Shares
NEUBERGER BERMAN GROUP LLC $36,562,618 212,561 0.48% Shares
MILLENNIUM MANAGEMENT LLC $33,597,165 195,321 0.44% Shares
JONES FINANCIAL COMPANIES LLLP $31,629,090 182,448 0.41% Shares
NEW YORK STATE COMMON RETIREMENT FUND $30,470,883 177,146 0.40% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $28,015,269 162,870 0.37% Shares
Ancora Advisors LLC $26,796,578 155,785 0.35% Shares
Russell Investments Group, Ltd. $26,250,021 152,607 0.34% Shares
Medina Value Partners, LLC $24,077,272 139,976 0.32% Shares
LAZARD ASSET MANAGEMENT LLC $23,856,239 138,691 0.31% Shares
NORGES BANK $23,780,727 138,252 0.31% Shares
WELLS FARGO & COMPANY/MN $22,341,256 129,883 0.29% Shares
SOROS FUND MANAGEMENT LLC $21,329,240 124,000 0.28% Shares
RHUMBLINE ADVISERS $19,731,909 114,714 0.26% Shares

Show all 475 institutional owners →

Activists & 5%+ owners 15 positions

18

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
GI SPV I L.P., GI SPV I GP LLC, Garden Investment Management, L.P., Garden Investment Management GP, LLC, Edward P. Garden ×2 filings Jan. 6, 2026 6.71% Amendment · SEC
The Middleby Corporation (2) Aug. 22, 2008 · Initial filing M&A / sale SEC
Undisclosed reporting person May 27, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Jan. 14, 2005 · Initial filing · SEC
Undisclosed reporting person Jan. 13, 2005 · Initial filing · SEC
Undisclosed reporting person Jan. 13, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person Jan. 13, 2005 · Initial filing · SEC
Undisclosed reporting person Jan. 3, 2005 · Initial filing Passive investment SEC
WHITMAN IRREVOCABLE TRUST (f/k/a William F. Whitman, Jr. Declaration of Trust), THOMAS C. DANZIGER Dec. 20, 2004 · Initial filing · SEC
WILLIAM F. WHITMAN, JR., BARBARA K. WHITMAN, BARBARA K. WHITMAN, TRUSTEE UNDER TRUST AGREEMENTS DATED DECEMBER 21, 2003 FOR THE BENEFIT OF LAURA B. WHITMAN, WILLIAM F. WHITMAN III AND BARBARA K. WHITMAN, WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN AS TRUSTEE UNDER WILLIAM F. WHITMAN, JR. AND BARBARA K. WHITMAN CHARITABLE REMAINDER TRUST AGREEMENT DATED AUGUST 3, 2004 ×4 filings Dec. 20, 2004 · Initial filing · SEC
WILLIAM F. WHITMAN, JR. DECLARATION OF TRUST, THOMAS C. DANZIGER ×2 filings March 9, 2004 · Initial filing · SEC
Robert R. Henry Jan. 8, 2004 · Initial filing Passive investment SEC
Undisclosed reporting person Sept. 12, 2003 · Initial filing · SEC
Undisclosed reporting person June 11, 2003 · Initial filing · SEC
Undisclosed reporting person Jan. 31, 2003 · Initial filing Passive investment 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.

Company insiders 40 insiders · 11 officers · 21 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Timothy John Fitzgerald Chief Executive Officer July 20, 2026 A 350,833 0 0 $0
Selim A Bassoul CEO, Chairman, President March 13, 2017 F 548,552 0 0 $0
Bryan E. Mittelman Chief Financial Officer March 13, 2026 F 44,440 0 0 $0
Nazih Ibrahim Division President March 8, 2007 A 5,750 0 0 $0
David Brewer Executive VP and COO Dec. 28, 2020 F 74,847 0 0 $0
Brittany C Cerwin Chief Accounting Officer July 20, 2026 C 21,980 0 0 $0
Iii James K Pool Chief Technology and* July 20, 2026 C 58,229 0 0 $0
Steve Spittle Chief Commercial Officer July 20, 2026 C 56,414 0 0 $0
Matthew R Fuchsen Chief Development Officer March 13, 2026 F 41,600 0 0 $0
Mark A Sieron Vice President June 6, 2007 S 40,100 0 0 $0
David Brian Baker Chief Administrative Officer June 2, 2004 S 19,333 0 0 $0
Chapin Sarah Palisi Director Aug. 26, 2026 A 9,287 0 0 $0
Tejas P. Shah Director July 20, 2026 C 3,758 0 0 $0
Julie Bowerman Director July 20, 2026 C 2,618 0 0 $0
Stephen R. Scherger Director July 20, 2026 C 5,758 0 0 $0
Christopher M Hix Director July 20, 2026 C 1,510 0 0 $0
Glenn A Eisenberg Director July 20, 2026 C 1,510 0 0 $0
Gordon Obrien Director July 20, 2026 C 17,864 0 0 $0
Robert A Nerbonne Director March 6, 2026 A 4,691 1 0 $100,246
Edward P. Garden Director March 6, 2026 A 2,269 7 0 $14,996,482
Cathy L Mccarthy Director March 6, 2026 A 10,880 0 0 $0
Nassem Ziyad Director March 6, 2025 A 14,139 0 0 $0
John R Miller III Director June 6, 2024 S 10,931 0 0 $0
Robert B Lamb Director May 16, 2018 A 14,879 0 0 $0
Philip G Putnam Director Dec. 12, 2016 S 11,600 0 0 $0
Sabin C Streeter Director March 16, 2015 A 34,900 0 0 $0
Ryan Levenson Director March 15, 2012 S 2,270 0 0 $0
Robert L Yohe Director March 7, 2008 G 35,000 0 0 $0
Robert R Henry Director Dec. 8, 2004 M 99,000 0 0 $0
David P Riley Director Feb. 24, 2004 S 0 0 0 $0
William F. Whitman Jr. Irrevocable Trust dtd Nov. 29, 2003 10% owner Dec. 23, 2004 S 0 0 0 $0
Thomas Danziger 10% owner Dec. 23, 2004 S 0 0 0 $0
WHITMAN WILLIAM JR DECLARATION OF TRUST 10% owner Feb. 25, 2004 J 0 0 0 $0
Martin M Lindsay · March 1, 2023 F 86,823 0 0 $0
Phil Dolori DR · May 8, 2007 S 0 0 0 $0
Barbara K Whitman · July 20, 2005 S 100,000 0 0 $0
William F Whitman III · July 20, 2005 S 0 0 0 $0
Laura B Whitman · July 20, 2005 S 0 0 0 $0
WHITMAN WILLIAM F JR · July 20, 2005 S 0 0 0 $0
Don A Lummus · Dec. 31, 2003 S 73,278 0 0 $0

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

ETF ownership Held by 65 ETFs

20

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
SMLL · Harbor ETF Trust 2.07% 2,167 NS July 31, 2026 N-PORT
EPSB · Harbor ETF Trust 1.40% 503 NS July 31, 2026 N-PORT
EPSV · Harbor ETF Trust 1.33% 606 NS July 31, 2026 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0.67% 355,157 SH Oct. 2, 2026 Daily
FXR · First Trust Exchange-Traded AlphaDE… 0.43% 24,024 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.41% 35,717 SH Aug. 19, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.22% 5,489 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.22% 2,115 NS July 31, 2026 N-PORT
MADE · iShares Trust 0.21% 1,186 SH Sept. 11, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.20% 67,134 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.16% 4,565 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.15% 592,485 SH Aug. 19, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.14% 5,795 SH Oct. 2, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.14% 6,910 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.14% 17,605 SH Oct. 2, 2026 Daily
PKW · Invesco Exchange-Traded Fund Trust 0.14% 22,485 SH Oct. 2, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 20,432 NS July 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.13% 150,725 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.12% 23,045 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.12% 611 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.11% 117,298 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.10% 50,892 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.08% 476,810 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.08% 933,301 SH Aug. 19, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.08% 13,758 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.07% 6,122 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.06% 23,234 SH Sept. 11, 2026 Daily
REVS · Columbia ETF Trust I 0.06% 1,557 NS July 31, 2026 N-PORT
IYJ · iShares Trust 0.06% 10,221 SH Sept. 11, 2026 Daily
DFSV · Dimensional ETF Trust 0.06% 33,820 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.05% 13,019 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.04% 64,361 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 3,324 SH Oct. 2, 2026 Daily
RECS · Columbia ETF Trust I 0.04% 18,527 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.04% 2,590 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.03% 177,648 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.03% 1,305 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.03% 5,185 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.03% 34,416 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.03% 103,058 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.02% 5,948 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.02% 1,893 SH Oct. 2, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 26,134 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.02% 2,528 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.01% 36,302 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.01% 12,365 SH Oct. 2, 2026 Daily
DSI · iShares Trust 0.01% 6,433 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.01% 96,242 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 11,135 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 1,292,855 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 36,713 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 7,155 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 3,647 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 9,786 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 12,791 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.01% 29,844 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 1,781 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 11,857 SH Sept. 10, 2026 Daily
ITOT · iShares Trust 0.01% 54,491 SH Sept. 11, 2026 Daily
IJH · iShares Trust · 1,458,675 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 212,103 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 5,701 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 2,089 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 6,021 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 22,535 SH Sept. 11, 2026 Daily

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

21
rating · 17 analysts BUY
Median target $160.00 +53.0%
6 35.3% Strong Buy
7 41.2% Buy
4 23.5% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

9 analysts · 2026-10-03

Mean target $155.89 +49.1%

← Below all targets Current price $104.57
Low$145.00 Mean$155.89 High$169.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
MIDD · -28.3 1.6% -8.7% -8.7% 39.1%
ESE · 18.3 19.2% 27.3% 21.5% ·
GTES $5.44B 22.4 1.0% 7.3% 7.9% 39.8%
NPO $4.52B 112.1 9.0% 3.5% 2.7% 42.6%
JBTM $7.83B -153.7 121.3% -1.3% -1.1% ·
CR $10.62B 29.5 8.2% 15.9% 19.8% ·
CECO $2.13B 43.7 0.00% 6.7% 17.7% 35.9%
FELE $4.22B 29.7 5.4% 6.9% 11.4% 35.5%
ESAB $6.78B 30.4 3.7% 8.0% 11.5% 36.9%
ALH $4.02B 36.3 13.3% 5.9% 94.4% 37.6%
SXI $4.31B 41.3 12.8% 11.7% 14.4% 41.7%

Latest News Recent headlines mentioning this company

23

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Source: SEC 10-Q filed Aug 13, 2026