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

03
Price $99.53
Market Cap (MRQ) $2.72B
P/E (TTM) 14.3
EPS (TTM) $6.98
Revenue (TTM) $1.93B
Div Yield 4.0%
ROE (TTM) 18.7%
Debt/Equity 0.2
52W Range $97–$176

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

04
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Stock splits 6
Ex-date Split Type
Jan. 28, 1998 3-for-2 Forward
July 21, 1994 4-for-3 Forward
April 16, 1993 4-for-3 Forward
May 1, 1992 3-for-2 Forward
July 29, 1986 5-for-4 Forward
Jan. 5, 1983 3-for-2 Forward

About The Marzetti Company - Common Stock Company overview from Wikipedia

05 · wikidata

The T. Marzetti Company is the Specialty Food Group of the Lancaster Colony Corporation. T. Marzetti produces numerous salad dressings, fruit and vegetable dips, frozen baked goods, and specialty brand items. It is one of the largest food and beverage companies based in Central Ohio. Headquartered in Westerville, Ohio, the T. Marzetti Company was founded by Teresa Marzetti.

History

Teresa (née Piacentini) Marzetti was born in 1878 in Florence, Italy and came to the United States at the age of 18. After arriving in Columbus, Ohio by way of Genoa and then Ellis Island, New York, she married Joseph Marzetti, who was also an immigrant born in Italy. In 1896, Teresa and Joseph founded an Italian restaurant primarily serving students of the Ohio State University in Columbus. According to company lore, Teresa wrote down her goal in founding the company on a scrap of paper: "We will start a new place and serve good food. At a profit if we can, at a loss if we must, but we will serve good food." Joseph Marzetti died in 1911, but Teresa continued to run the business and in 1919, she opened a second location on Gay Street, followed by the closure of the original University District site a few years later. Marzetti remarried in April of 1924 to Carl Schaufele.

A Marzetti staple was its homemade salad dressings, which began to be sold via mail shortly following the founding of the business, along with diet mayonnaise. Employee Katharine Hill is credited with the creation of Marzetti's dressing line. While it is sometimes said that Teresa invented the Midwestern casserole dish Johnny Marzetti and named it after her brother-in-law, the company said that there is no evidence for this story and it is not one the T. Marzetti corporation shares. Attribution of the dish to Teresa dates to at least 1973 in a statement by the president of T. Marzetti. In 1940, Marzetti's operations moved to 16 East Broad Street, across from the Ohio Statehouse, its most well-known location and one which was well-regarded in the city.

By 1955, Marzetti's upstairs kitchen of the restaurant became a full-scale factory, and the Marzetti brand of salad dressings found its way into grocery stores throughout Ohio due to initial success with takeout from the restaurant. By the late 1960's, the company built a dressing production plant in Columbus' Clintonville neighborhood on Indianola Avenue which served clients including Kmart, Big Bear Stores, and Kroger. After Teresa Marzetti's death in 1972, the restaurant closed, but the company and factory have continued on to this day.

Today, the company has expanded its operations at other plants including two additional plants in Columbus, as well as in Horse Cave, Kentucky. The plant in Milpitas, California was closed in 2025.

Products

Caviar

Condiments

Croutons and toppings

Desserts and glazes

Dips

Dressings

Egg noodles

Frozen breads and rolls

Light and reduced-calorie dressings

Fresh bread

Brands

Marzetti (dressings and dips)

New York Brand (frozen breads and croutons)

Sister Schubert's (frozen breads)

Amish Kitchens (egg noodles)

Chatham Village (croutons)

Cardini's (dressings)

Girard's (dressings), now licensed to a subsidiary of Haco AG, Bern, Switzerland

Inn Maid (egg noodles)

Pfeiffer (dressings)

Reames (egg noodles)

Romanoff (caviar)

Jack Daniel's mustard

Angelic Bakehouse (bread, wraps, and crusts)

Flatout (flatbreads and flatbread products)

Chick-fil-A sauce

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

Wikidata ↗

sectorConsumer Staples industryFood Products employees3,500 countryUS

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

06
Revenue$1.93B
2017-06-30 → 2026-06-30
EPS$6.98
2017-06-30 → 2026-06-30
Free Cash Flow$206M
2017-06-30 → 2026-06-30
Net margin9.9%
2017-06-30 → 2026-06-30
Valuation & Ratios 07–12

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

Metric 5Y trend MZTI 5Y avg Peer Median Verdict
P/E (TTM) 14.35Y avg ≈33.4 ≈33.4 18.8 Fair value
P/S (TTM) 1.45Y avg ≈2.4 ≈2.4 1.6 Fair value
P/B (MRQ) 2.65Y avg ≈4.8 ≈4.8 1.6 Overvalued
EV / EBITDA 9.3 · 10.9 Fair value
Price / FCF (TTM) 13.25Y avg ≈-2.0 ≈-2.0 · ·
Price / Cash Flow (TTM) 9.65Y avg ≈21.8 ≈21.8 11.3 Fair value
EV / Revenue 1.5 · · ·
EV / FCF 14.0 · · ·
Price / Tangible Book (MRQ) 2.95Y avg ≈7.0 ≈7.0 · ·
PEG Ratio ≈2.3 · · ·

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
Dividend Yield4.0%
Payout Ratio56.8%
Annualized Payout≈$4.00Paid quarterly
5Y Div CAGR≈6.3%Per share, split-adjusted
Growth Streak≈38Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 8, 2026$1.00USD≈3.8%
Jun 5, 2026$1.00USD≈3.7%
Mar 6, 2026$1.00USD≈2.4%
Dec 5, 2025$1.00USD≈2.4%
Sep 8, 2025$0.95USD≈2.1%
Jun 6, 2025$0.95USD≈2.2%
Mar 7, 2025$0.95USD≈1.9%
Dec 5, 2024$0.95USD≈2.0%
Sep 9, 2024$0.90USD≈2.0%
Jun 7, 2024$0.90USD≈1.9%
Mar 6, 2024$0.90USD≈1.7%
Dec 1, 2023$0.90USD≈2.1%
Sep 7, 2023$0.85USD≈2.1%
Jun 8, 2023$0.85USD≈1.7%
Mar 8, 2023$0.85USD≈1.7%
Dec 2, 2022$0.85USD≈1.6%
Sep 8, 2022$0.80USD≈1.9%
Jun 8, 2022$0.80USD≈2.6%
Mar 8, 2022$0.80USD≈2.0%
Dec 3, 2021$0.80USD≈2.0%

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

14
Avg Surprise -4.7%
Next Report Nov 02, 2026
PeriodReportEPS ActualEPS EstSurprise
Dec. 31, 2026 Aug 25, 2026 $1.46 $1.42 2.6%
June 30, 2026 $1.46 $1.42 2.6%
March 31, 2026 $1.32 $1.57 -16.1%
Dec. 31, 2025 $2.22 $2.26 -1.9%
Sept. 30, 2025 $1.76 $1.73 1.8%
June 30, 2025 $1.18 $1.37 -13.7%
March 31, 2025 $1.49 $1.62 -8.1%

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

15
Income Statement 14
Metric Trend 202620252024202320222021202020192018201720162015
Revenue $1.93B$1.91B$1.87B$1.82B$1.68B$1.47B$1.33B$1.31B$1.22B$1.20B$1.19B$1.10B
Cost of Revenue $1.45B$1.45B$1.44B$1.43B$1.32B$1.08B$976M$982M$919M$883M$891M$847M
Gross Profit $477M$456M$432M$389M$356M$387M$358M$326M$304M$319M$300M$258M
SG&A Expense $255M$230M$218M$222M$212M$205M$181M$150M$130M$126M$115M$103M
Operating Income $239M$220M$199M$142M$112M$186M$176M$191M$172M$174M$185M$155M
Other Non-op $5M$7M$6M$2M$477.0K$-107.0K$3M$5M$3M$1M$63.0K$-309.0K
Pretax Income $242M$213M$206M$143M$112M$186M$179M$196M$174M$176M$185M$155M
Income Tax $50M$46M$47M$32M$23M$43M$42M$45M$39M$60M$63M$53M
Net Income $192M$167M$159M$111M$90M$142M$137M$151M$135M$115M$122M$102M
EPS (Basic) $6.98$6.08$5.77$4.04$3.26$5.17$4.98$5.48$4.93$4.21$4.45$3.72
EPS (Diluted) $6.98$6.07$5.76$4.04$3.25$5.16$4.97$5.46$4.92$4.20$4.44$3.72
Shares (Basic) 27,385,00027,469,00027,440,00027,462,00027,448,00027,475,00027,448,00027,438,00027,403,00027,376,00027,336,00027,300,000
Shares (Diluted) 27,406,00027,489,00027,461,00027,482,00027,472,00027,518,00027,496,00027,537,00027,459,00027,440,00027,373,00027,327,000
EBITDA $310M$282M$255M$193M$158M$230M$214M$223M$199M$200M$209M$176M
Balance Sheet 26
Metric Trend 202620252024202320222021202020192018201720162015
Cash & Equivalents $25M$161M$163M$88M$60M$188M$198M$196M$206M$143M$118M$182M
Receivables $105M$96M$96M$115M$135M$98M$87M$76M$73M$70M$66M$62M
Inventory $205M$169M$173M$158M$145M$122M$85M$86M$91M$76M$76M$78M
Other Current Assets $25M$17M$12M$13M$11M$16M$16M$11M$9M$12M$8M$8M
Current Assets $361M$444M$444M$374M$352M$423M$386M$369M$379M$301M$268M$330M
PP&E (Net) $552M$535M$478M$482M$451M$365M$293M$247M$191M$181M$170M$172M
PP&E (Gross) $1.03B$968M$878M$854M$786M$676M$575M$503M$426M$397M$380M$367M
Accum. Depreciation $477M$433M$400M$372M$334M$312M$282M$256M$235M$217M$211M$195M
Goodwill $500M$223M$208M$208M$208M$208M$208M$208M$168M$168M$144M$144M
Intangibles $125M$0$0$5M$32M$59M$65M$70M$56M$60M$45M$48M
Other Non-current Assets $24M$22M$22M$18M$18M$24M$18M$11M$11M$6M$9M$8M
Total Assets $1.61B$1.27B$1.21B$1.11B$1.09B$1.10B$993M$905M$804M$716M$635M$702M
Accounts Payable $157M$118M$119M$112M$115M$110M$71M$77M$58M$41M$40M$39M
Accrued Liabilities $65M$68M$65M$57M$51M$64M$55M$43M$36M$35M$33M$36M
Current Liabilities $232M$186M$184M$169M$166M$174M$126M$120M$94M$77M$73M$75M
Capital Leases $35M$43M$45M$17M$20M$17M$18M$0····
Deferred Tax $77M$34M$37M$47M$39M$39M$34M$23M$17M$25M$21M$23M
Other Non-current Liabilities $19M$13M$15M$18M$21M$28M$32M$36M$42M$39M$27M$24M
Long-term Debt $199M$0··········
Total Debt $199M···········
Common Stock $169M$161M$154M$144M$138M$129M$125M$123M$119M$115M$111M$108M
Retained Earnings $1.71B$1.63B$1.56B$1.50B$1.49B$1.48B$1.42B$1.36B$1.28B$1.21B$1.15B$1.22B
Treasury Stock $828M$792M$784M$776M$767M$759M$751M$745M$738M$737M$736M$736M
Stockholders' Equity $1.05B$998M$926M$862M$845M$843M$783M$727M$652M$576M$514M$581M
Liabilities + Equity $1.61B$1.27B$1.21B$1.11B$1.09B$1.10B$993M$905M$804M$716M$635M$702M
Shares Outstanding 27,291,22127,533,59927,527,09027,527,55027,520,23727,531,04027,523,93527,491,49727,487,98927,448,42427,423,55027,360,581
Cash Flow 15
Metric Trend 202620252024202320222021202020192018201720162015
D&A $71M$62M$56M$51M$46M$45M$38M$32M$27M$25M$24M$21M
Stock-based Comp $10M$9M$11M$9M$10M$7M$6M$6M$5M$4M$3M$3M
Deferred Tax $22M$-6M$-10M$8M$1M$3M$12M$7M$-9M$2M$-749.0K$36.0K
Amort. of Intangibles $2M·$400.0K$2M$4M$5M$5M$5M$4M$3M$3M$2M
Other Non-cash $-12M$29M$36M$46M$-44M$-23M$-22M$3M$3M$-2M$-6M$7M
Operating Cash Flow $284M$261M$252M$226M$102M$174M$171M$198M$161M$146M$146M$133M
CapEx $78M$58M$68M$90M$132M$88M$83M$71M$31M$27M$17M$18M
Investing Cash Flow $-470M$-148M$-67M$-91M$-132M$-89M$-83M$-127M$-31M$-61M$-17M$-112M
Stock Repurchased $36M$8M$8M$9M$8M$9M$5M$7M$1M$866.0K$155.0K$569.0K
Net Stock Activity $-36M$-8M$-8M$-9M$-8M$-9M$-5M$-7M$-1M$-866.0K$-155.0K$-569.0K
Dividends Paid $109M$104M$98M$92M$87M$81M$76M$70M$65M$59M$191M$50M
Financing Cash Flow $50M$-115M$-109M$-107M$-97M$-95M$-86M$-80M$-67M$-61M$-193M$-50M
Net Change in Cash ·······$-9M$63M$25M$-64M$-29M
Taxes Paid $33M$53M$54M$26M$18M$41M$31M$39M$46M$59M$63M$43M
Free Cash Flow $206M$203M$184M$136M$-30M$86M$88M$127M$130M$117M$126M$114M
Profitability 8
Metric Trend 202620252024202320222021202020192018201720162015
Gross Margin 24.7%23.9%23.1%21.3%21.2%26.4%26.8%24.9%24.8%26.5%25.2%23.3%
Operating Margin 12.4%11.5%10.7%7.8%6.7%12.7%13.2%14.6%14.1%14.5%15.5%14.0%
Net Margin 9.9%8.8%8.5%6.1%5.3%9.7%10.3%11.5%11.1%9.6%10.2%9.2%
Pretax Margin 12.5%11.2%11.0%7.9%6.7%12.7%13.4%14.9%14.2%14.6%15.5%14.0%
EBITDA Margin 16.1%14.8%13.6%10.6%9.4%15.7%16.0%17.0%16.3%16.6%17.5%15.9%
ROA 13.3%13.5%13.7%10.1%8.2%13.6%14.4%17.6%17.8%17.1%18.2%15.2%
ROE 18.4%16.9%17.2%12.8%10.6%17.0%17.6%20.9%21.1%21.2%22.2%18.3%
ROIC 15.1%17.3%16.6%12.8%10.6%16.9%17.2%20.2%20.5%19.9%23.7%17.5%
Liquidity & Solvency 4
Metric Trend 202620252024202320222021202020192018201720162015
Current Ratio 1.62.42.42.22.12.43.13.14.03.93.74.6
Quick Ratio 0.61.41.41.21.21.62.32.33.02.82.53.3
Debt / Equity 0.2···········
LT Debt / Equity 0.2···········
Efficiency 3
Metric Trend 202620252024202320222021202020192018201720162015
Asset Turnover 1.31.51.61.71.51.41.41.51.61.81.81.6
Inventory Turnover 7.88.58.79.59.910.411.411.111.011.611.611.1
Receivables Turnover 19.220.017.814.614.415.916.417.617.117.718.518.4
Per Share 6
Metric Trend 202620252024202320222021202020192018201720162015
Book Value / Share $38.59$36.26$33.63$31.32$30.69$30.63$28.46$26.44$23.73$20.98$18.73$21.23
Revenue / Share $70.42$69.45$68.16$66.32$61.02$53.31$48.53$47.49$44.54$43.80$43.51$40.42
Cash Flow / Share $10.36$9.51$9.16$8.22$3.71$6.33$6.21$7.18$5.85$5.26$5.21$4.86
Cash / Share $0.92$5.86$5.94$3.21$2.19$6.83$7.20$7.14$7.49$5.21$4.31$6.66
Dividend Paid / Share $3.95$3.75$3.55$3.35$3.15$2.95$2.75$2.55$2.35$2.15$6.96$1.82
EPS (TTM) $6.98$6.07$5.76$4.04$3.25$5.16$4.97$5.46$4.92$4.20$4.44$3.72
Growth Rates 10
Metric Trend 202620252024202320222021202020192018201720162015
Revenue YoY 1.1%2.0%2.7%8.7%14.3%9.9%······
Revenue CAGR 3Y 1.9%4.4%8.5%10.9%········
Revenue CAGR 5Y 5.6%7.4%··········
EPS YoY 15.0%5.4%42.6%24.3%-37.0%3.8%······
EPS CAGR 3Y 20.0%23.2%3.7%-6.7%········
EPS CAGR 5Y 6.2%4.1%··········
Net Income YoY 14.5%5.5%42.5%24.2%-37.1%3.9%······
Net Income CAGR 3Y 19.9%23.2%3.7%-6.7%········
Net Income CAGR 5Y 6.1%4.1%··········
Dividends Paid CAGR 5Y 6.0%6.5%··········
Valuation (TTM) 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue TTM $1.93B$1.91B$1.87B$1.82B$1.68B$1.47B$1.33B$1.31B$1.22B$1.20B$1.19B$1.10B
Net Income TTM $192M$167M$159M$111M$90M$142M$137M$151M$135M$115M$122M$102M
Market Cap $3.12B$4.76B$5.20B$5.54B$3.54B$5.33B$4.27B$4.09B$3.80B$3.37B$3.50B$2.49B
Enterprise Value $3.29B···········
P/E 16.428.532.849.839.637.531.227.228.129.228.724.4
P/S 1.62.52.83.02.13.63.23.13.12.82.92.3
P/B 3.04.85.66.44.26.35.45.65.85.86.84.3
P / Tangible Book 7.36.17.38.55.99.28.4·····
P / Cash Flow 11.018.220.724.534.830.625.020.723.723.324.518.7
P / FCF 15.123.428.340.8-117.561.748.432.229.328.727.821.7
EV / EBITDA 10.6···········
EV / FCF 16.0···········
EV / Revenue 1.7···········
Dividend Yield 3.5%2.2%1.9%1.7%2.5%1.5%1.8%1.7%1.7%1.8%5.4%2.0%
Earnings Yield 6.1%3.5%3.0%2.0%2.5%2.7%3.2%3.7%3.5%3.4%3.5%4.1%
Payout Ratio 56.8%61.9%61.7%83.0%96.9%57.1%55.2%46.6%47.7%51.1%156.5%48.9%
Annual Payout $109M$104M$98M$92M$87M$81M$76M$70M$65M$59M$191M$50M

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

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

16
Metric 2026-06-302025-06-302024-06-302023-06-302022-06-30
Revenue $1.93B $1.91B $1.87B $1.82B $1.68B
Gross Margin % 24.7% 23.9% 23.1% 21.3% 21.2%
Operating Margin % 12.4% 11.5% 10.7% 7.8% 6.7%
Net Income $192M $167M $159M $111M $90M
Diluted EPS $6.98 $6.07 $5.76 $4.04 $3.25

Institutional owners (13F) 353 filers · $2.5B 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 353
Value held $2.5B
New positions 43
Exited positions 68
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
43 (-28 vs prior Q) 68 (+26 vs prior Q) 142 (+6 vs prior Q) 99 (-10 vs prior Q) +1.5M

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
VANGUARD GROUP INC $367,968,509 2,237,979 14.55% Shares
BlackRock, Inc. $313,083,172 2,742,494 12.38% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $158,074,726 1,384,677 6.25% Shares
AQR CAPITAL MANAGEMENT LLC $145,313,918 1,272,897 5.75% Shares
STATE STREET CORP $119,687,970 1,048,423 4.73% Shares
FIRST TRUST ADVISORS LP $113,926,977 997,959 4.50% Shares
VANGUARD CAPITAL MANAGEMENT LLC $100,314,104 878,715 3.97% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94,708,734 829,614 3.74% Shares
DIMENSIONAL FUND ADVISORS LP $81,522,599 714,080 3.22% Shares
GEODE CAPITAL MANAGEMENT, LLC $81,367,320 712,648 3.22% Shares
GOLDMAN SACHS GROUP INC $79,735,823 698,457 3.15% Shares
MORGAN STANLEY $42,914,947 375,917 1.70% Shares
RENAISSANCE TECHNOLOGIES LLC $37,396,533 327,580 1.48% Shares
LONDON CO OF VIRGINIA $35,411,131 310,255 1.40% Shares
ProShare Advisors LLC $30,991,816 271,477 1.23% Shares
NORTHERN TRUST CORP $29,173,018 255,545 1.15% Shares
NORGES BANK $28,916,728 253,300 1.14% Shares
TWO SIGMA INVESTMENTS, LP $26,159,307 229,146 1.03% Shares
PRINCIPAL FINANCIAL GROUP INC $25,727,567 225,352 1.02% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $24,462,895 214,286 0.97% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $22,562,811 197,642 0.89% Shares
BANK OF AMERICA CORP /DE/ $20,810,683 182,294 0.82% Shares
Bank of New York Mellon Corp $20,640,186 180,801 0.82% Shares
Invesco Ltd. $20,347,992 178,241 0.80% Shares
UBS Group AG $19,634,949 171,995 0.78% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $18,559,272 162,570 0.73% Shares
VANGUARD FIDUCIARY TRUST CO $16,357,530 143,286 0.65% Shares
ENVESTNET ASSET MANAGEMENT INC $16,304,598 142,822 0.64% Shares
Tributary Capital Management, LLC $14,254,038 124,860 0.56% Shares
WESBANCO BANK INC $13,997,273 122,611 0.55% Shares
RAYMOND JAMES FINANCIAL INC $13,529,754 118,515 0.53% Shares
Boston Trust Walden Corp $13,262,195 116,172 0.52% Shares
ROYAL BANK OF CANADA $12,236,000 107,180 0.48% Shares
JPMORGAN CHASE & CO $10,822,145 92,734 0.43% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $10,161,838 89,014 0.40% Shares
Nuveen, LLC $10,142,660 88,846 0.40% Shares
VICTORY CAPITAL MANAGEMENT INC $10,117,772 88,628 0.40% Shares
TWO SIGMA ADVISERS, LP $8,352,536 50,800 0.33% Shares
CITADEL ADVISORS LLC $8,250,457 72,271 0.33% Shares
Welch & Forbes LLC $8,232,650 72,115 0.33% Shares
Jump Financial, LLC $7,425,537 65,045 0.29% Shares
RHUMBLINE ADVISERS $6,999,806 61,316 0.28% Shares
BERNZOTT CAPITAL ADVISORS $6,673,056 38,624 0.26% Shares
WELLS FARGO & COMPANY/MN $6,607,271 57,877 0.26% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $6,503,923 56,972 0.26% Shares
Caisse de depot et placement du Quebec $6,273,549 54,954 0.25% Shares
Leeward Investments, LLC - MA $6,195,121 54,267 0.24% Shares
Creative Planning $6,088,951 53,337 0.24% Shares
Corient Private Wealth LP $5,860,178 51,333 0.23% Shares
Trexquant Investment LP $5,615,416 49,189 0.22% Shares

Show all 353 institutional owners →

Activists & 5%+ owners 9 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
Dareth A. Gerlach, John B. Gerlach Marital Deduction Trust A-1 Dec. 9, 2014 · Initial filing · SEC
Barington Companies Equity Partners, L.P. 2), Barington Companies Investors, LLC 2), Barington Investments, L.P. 2), Barington Companies Advisors, LLC 2), Benchmark Opportunitas Fund plc 2), Barington Offshore Advisors, LLC 2), Barington Companies Offshore Fund, Ltd. 2), Barington Offshore Advisors II, LLC 2), Barington Capital Group, L.P. 2), LNA Capital Corp. 2), James A. Mitarotonda 2), RJG Capital Partners, L.P. 2), RJG Capital Management, LLC 2), Ronald Gross 2) ×2 filings June 17, 2008 · Initial filing · SEC
D.B. Zwirn Special Opportunities Fund, L.P., D.B. Zwirn Special Opportunities Fund, Ltd., HCM/Z Special Opportunities LLC, D.B. Zwirn & Co., L.P., DBZ GP, LLC, Zwirn Holdings, LLC, Daniel B. Zwirn June 17, 2008 · Initial filing · SEC
Oct. 10, 2007 · Initial filing · SEC
Sept. 21, 2007 · Initial filing · SEC
July 23, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 25, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 18, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 19, 2007 · 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 32 insiders · 7 officers · 4 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Luis Viso Strategic Advisor to CEO Sept. 10, 2026 S 1,047 0 2 $-233,976
David Alan Ciesinski President and CEO Aug. 25, 2026 F 59,522 0 0 $0
Pigott, Thomas K. VP, CFO and Asst. Secretary Aug. 25, 2026 F 18,011 1 0 $98,109
Kristin Bird President-Foodservice Division Aug. 25, 2026 F 6,285 0 0 $0
Tanya Berman President-Retail Business Unit Aug. 18, 2026 A 2,983 0 0 $0
Mark Carter Chief Supply Chain Officer Aug. 18, 2026 A · 0 0 $0
Bruce L Rosa Vice President, Development March 30, 2016 M 20,413 0 0 $0
John L Boylan Director Nov. 17, 2014 A 20,399 0 0 $0
Edward H Jennings Director Nov. 18, 2013 A 9,014 0 0 $0
Henry M Oneill JR Director Nov. 16, 2009 A 23,856 0 0 $0
Robert L Fox · Jan. 5, 2026 G 245,652 0 0 $0
George F. Knight III · Nov. 20, 2025 A 1,444 0 0 $0
Elliot K. Fullen · Nov. 20, 2025 A 5,972 0 0 $0
Zena Srivatsa Arnold · Nov. 20, 2025 A 1,369 0 0 $0
Robert Paul Ostryniec · Nov. 20, 2025 A 7,793 0 0 $0
Michael H Keown · Nov. 20, 2025 A 4,266 0 0 $0
John B Gerlach JR · Nov. 20, 2025 A 222,268 0 0 $0
Alan F Harris · Nov. 20, 2025 A 24,473 0 0 $0
Barbara L Brasier · Nov. 20, 2025 A 3,739 0 0 $0
Carl R. Stealey · Aug. 23, 2024 F 7,158 0 0 $0
David S. Nagle · Feb. 25, 2023 F 6,068 0 0 $0
William H Carter · Nov. 9, 2022 A 5,064 0 0 $0
Neeli Bendapudi · Nov. 9, 2022 A 10,764 0 0 $0
Keneth L Cooke · Nov. 13, 2019 A 10,674 0 0 $0
Timothy A. Tate · Aug. 26, 2019 M 2,713 0 0 $0
Douglas A. Fell · Feb. 26, 2019 A 12,627 0 0 $0
Zuheir Sofia · Nov. 14, 2018 A 11,596 0 0 $0
Joseph M. Tuza · Feb. 27, 2018 A 1,549 0 0 $0
James B Bachmann · Nov. 15, 2017 A 11,742 0 0 $0
Robert S Hamilton · May 28, 2008 D 9,699 0 0 $0
David M Segal · Feb. 23, 2005 M 2,275 0 0 $0
Larry G Noble · Sept. 3, 2003 S 19,795 0 0 $0

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

ETF ownership Held by 67 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
SRHQ · Elevation Series Trust 0.85% 16,935 NS July 31, 2026 N-PORT
CVAR · ETF Opportunities Trust 0.70% 2,813 NS July 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.58% 1,908 NS July 31, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.57% 48,528 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.40% 8,515 NS July 31, 2026 N-PORT
VDC · VANGUARD WORLD FUND 0.26% 207,894 SH Aug. 19, 2026 Daily
XMHQ · Invesco Exchange-Traded Fund Trust 0.24% 131,128 SH Oct. 2, 2026 Daily
FSTA · FIDELITY COVINGTON TRUST 0.24% 32,023 NS July 31, 2026 N-PORT
CALF · Pacer Funds Trust 0.23% 78,229 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.21% 27,068 NS July 31, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.20% 10,865 NS July 31, 2026 N-PORT
IWO · iShares Trust 0.12% 172,083 SH Sept. 11, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.12% 19,383 SH Aug. 19, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.12% 1,883 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.12% 30,888 SH Oct. 2, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.09% 21,641 NS July 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.09% 752 NS July 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 5,543 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.08% 9,979 SH Oct. 2, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.07% 3,008 SH Oct. 2, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.07% 8,726 SH Aug. 19, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.07% 114,816 SH Aug. 19, 2026 Daily
RSSL · Global X Funds 0.07% 9,554 NS July 31, 2026 N-PORT
IWM · iShares Trust 0.07% 512,176 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.06% 91,537 NS July 31, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.06% 32,748 SH Aug. 19, 2026 Daily
IVOG · VANGUARD ADMIRAL FUNDS 0.06% 10,011 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.06% 81,206 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.06% 2,191 NS July 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.05% 1,343 SH Oct. 2, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.05% 298 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.04% 1,818 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.03% 3,223 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.03% 232,654 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.03% 440,748 SH Aug. 19, 2026 Daily
VBK · VANGUARD INDEX FUNDS 0.03% 126,302 SH Aug. 19, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.03% 1,185 SH Aug. 19, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.02% 140,098 SH Aug. 19, 2026 Daily
DFUV · Dimensional ETF Trust 0.02% 21,666 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.01% 931 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.01% 48,903 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.01% 780 SH Oct. 2, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.01% 114,638 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.01% 75,656 SH Aug. 19, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 1,637 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.01% 1,987 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.00% 9,716 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.00% 27,013 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.00% 870 SH Sept. 10, 2026 Daily
IWV · iShares Trust 0.00% 5,209 SH Sept. 10, 2026 Daily
DFAU · Dimensional ETF Trust 0.00% 3,080 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.00% 8,156 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.00% 4,680 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.00% 158 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 610,597 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 15,652 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,609 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.00% 4,385 SH Aug. 19, 2026 Daily
IJH · iShares Trust · 711,827 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 58,555 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 51,965 SH Aug. 21, 2026 Daily
IWN · iShares Trust · 16,319 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 2,797 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 903 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 2,380 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 3,700 SH Sept. 11, 2026 Daily
SMMV · iShares Trust · 5,410 SH Aug. 19, 2026 Daily

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

21
rating · 11 analysts BUY
Median target $140.00 +40.7%
2 18.2% Strong Buy
5 45.5% Buy
4 36.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

5 analysts · 2026-10-01

Mean target $146.60 +47.3%

← Below all targets Current price $99.53
Low$118.00 Mean$146.60 High$185.00

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
MZTI $3.12B 16.4 1.1% 9.9% 18.4% 24.7%
POST $5.67B 19.5 3.0% 4.1% 8.8% 28.7%
CALM · 11.3 -31.7% 10.9% 12.2% 23.1%
TR $1.49B · 1.3% 13.7% 11.1% 35.3%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%
UTZ · 1046.0 2.1% 0.06% 0.11% 24.9%
JJSF $1.86B 28.5 0.54% 4.1% 6.9% 29.7%
SENEA · 9.1 5.1% 6.9% 16.1% ·
FLO $2.47B 27.0 3.0% 1.6% 6.1% ·
MDLZ $68.99B 28.5 5.8% 6.4% 9.3% 28.4%

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-K filed Aug 25, 2026