Insider Trading February 5, 2026

Cavco Industries Director Purchases $136,869 in Stock Amid Recent Share Weakness

Steven W. Moster buys 300 shares as Q3 FY2026 results miss estimates and shares slip; company retains net cash position

By Jordan Park CVCO
Cavco Industries Director Purchases $136,869 in Stock Amid Recent Share Weakness
CVCO

Cavco Industries director Steven W. Moster bought 300 shares on February 2, 2026, at $456.23 per share for a total of $136,869. The transaction occurred after the stock declined roughly 18% over the prior week. Cavco reported Q3 FY2026 results that missed analyst expectations on both EPS and revenue, while the company is described as having more cash than debt and a "GOOD" overall financial health rating.

Key Points

  • Director Steven W. Moster purchased 300 shares at $456.23 on February 2, 2026, totaling $136,869.
  • After the trade, Moster owns 2,976 shares, which include 290 shares tied to Restricted Stock Units not yet vested or delivered.
  • Cavco reported Q3 FY2026 EPS of $5.58 and revenue of $581 million, both below analyst estimates; the stock declined roughly 18% over the prior week.

Director Steven W. Moster of Cavco Industries, Inc. (NASDAQ: CVCO) executed a purchase of 300 common shares on February 2, 2026, at a price of $456.23 per share, bringing the total outlay to $136,869.

The purchase comes against a backdrop in which Cavco shares fell about 18% over the previous week. Data from InvestingPro flagged the shares as potentially being in oversold territory during that period.

Following this transaction, Moster directly owns 2,976 shares of Cavco Industries. That total includes 290 shares that are tied to Restricted Stock Units which have been allocated but are not yet vested or delivered.

Mosters acquisition price is close to the InvestingPro Fair Value estimate for Cavco stock. Meanwhile, published analyst targets cited in the same data set sit in a $575 to $600 range, implying a possible upside relative to the trade price noted here. The company is described as having more cash than debt and carries a "GOOD" overall financial health rating in InvestingPros assessment. Investors seeking deeper analysis are directed to comprehensive Pro Research Reports that cover CVCO alongside over 1,400 other U.S. equities.


Financial results released for Cavcos Q3 FY2026 showed earnings per share of $5.58, below the consensus estimate of $6.26. Revenue for the quarter came in at $581 million, missing an expected $593.35 million.

Those results represent a shortfall relative to market expectations and have prompted investor attention. The companys earnings and revenue miss were noted without specific mention of subsequent analyst upgrades or downgrades; the announcement drew attention from a number of analyst firms, according to the reporting.

Investors are watching the combination of insider buying, recent share weakness, and the companys quarterly performance as they evaluate Cavcos near-term outlook.


Context and next steps

The facts in this report are limited to the disclosed insider transaction, the InvestingPro valuation context and financial health assessment, and the companys reported Q3 FY2026 results versus analyst estimates. No additional forecasts, analyst actions, or forward-looking commentary beyond those disclosures are included here.

Risks

  • Earnings risk: Q3 FY2026 results missed analyst expectations on both EPS and revenue, indicating execution or demand challenges that could pressure financial performance and investor sentiment - impacts equity markets and the companys investors.
  • Market sentiment risk: The recent roughly 18% share price decline and designation of the shares as potentially oversold introduce volatility risk for short-term shareholders and traders - impacts stock market activity.
  • Limited analyst clarity: The report notes attention from analyst firms but does not include any specific upgrades or downgrades, leaving uncertainty about how professional coverage may shift - impacts institutional investor decisions.

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