Insider Trading January 29, 2026

Lindblad Expeditions Director Sells 130,641 Shares in Late January; Transactions Executed Under 10b5-1 Plan

Sven-Olof Lindblad disposed of roughly $2.11 million in stock across two days amid recent strong price performance and corporate updates

By Avery Klein LIND
Lindblad Expeditions Director Sells 130,641 Shares in Late January; Transactions Executed Under 10b5-1 Plan
LIND

Director and roughly 10% owner Lindblad Sven-Olof sold 130,641 shares of Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) on January 27 and 28, 2026, for about $2.11 million. The transactions were executed under a Rule 10b5-1 trading plan. The stock is trading at $16.82, close to a 52-week high of $17.19, and has risen more than 41% over the past six months. The company reported Q3 2025 revenue above forecasts but missed EPS expectations, and has announced a mandatory conversion of its 6.0% Series A Convertible Preferred Stock into roughly 9.0 million common shares on February 3, 2026.

Key Points

  • Director and ~10% owner Sven-Olof Lindblad sold 130,641 shares on January 27-28, 2026, generating approximately $2.11 million; transactions were executed under a Rule 10b5-1 trading plan.
  • Lindblad’s post-sale direct holdings were 11,443,057 shares after the January 27 sale and 11,356,418 shares after the January 28 sale; the stock is trading at $16.82 near a 52-week high of $17.19 and is up more than 41% over six months.
  • Company fundamentals and corporate actions include Q3 2025 revenue of $240.2 million (above a $230.3 million forecast), an EPS of $0 (below an expected $0.19), and a mandatory conversion of 6.0% Series A Convertible Preferred Stock into ~9.0 million common shares on February 3, 2026.

Director Lindblad Sven-Olof - identified as a ten percent owner of Lindblad Expeditions Holdings, Inc. (NASDAQ:LIND) - sold a total of 130,641 common shares on January 27 and January 28, 2026, for approximately $2.11 million.

The transactions occurred in two tranches. On January 27, Lindblad sold 44,002 shares at prices between $15.77 and $16.16. Following that sale, his direct ownership stood at 11,443,057 shares. The following day, January 28, he sold a further 86,639 shares at prices ranging from $16.07 to $16.54. After the January 28 sale, his direct stake was reported as 11,356,418 shares.

All sales were carried out under a Rule 10b5-1 trading plan.

Market context for the stock at the time of the transactions: LIND is trading at $16.82, near its 52-week high of $17.19, and the share price has appreciated by more than 41% over the last six months.

Data from InvestingPro indicates the stock appears slightly overvalued relative to its Fair Value assessment, while analysts continue to hold a broadly bullish consensus. InvestingPro also flags LIND as exhibiting volatile price movements, a characteristic investors should factor in when interpreting insider transactions. Additional analysis and coverage are available in LIND’s Pro Research Report for subscribers.

Corporate and financial developments announced by Lindblad Expeditions provide further context. For the third quarter of 2025 the company reported revenue of $240.2 million, ahead of the $230.3 million forecast. However, reported earnings per share for the quarter were $0.00, below the expected $0.19.

Separately, the company disclosed a mandatory conversion of all outstanding 6.0% Series A Convertible Preferred Stock into approximately 9.0 million shares of common stock, to occur on February 3, 2026, after the stock price exceeded the required conversion threshold.

Following investor outreach and meetings with management, Stifel has increased its price target for Lindblad Expeditions to $23.00 and maintained a Buy rating. Benchmark reiterated a Buy rating and set a $18.00 price target, citing momentum after the ICR conference.

These combined items - insider sales under a prearranged plan, recent quarterly results with a revenue beat but an EPS miss, and imminent preferred-stock conversion that will add roughly 9.0 million common shares - form the factual backdrop for the transactions reported on January 27 and 28, 2026.


What investors should note - The director’s sales were executed via a Rule 10b5-1 plan, the shares were sold across two days at the price intervals stated above, and the company’s recent financial report and mandatory preferred conversion are material items disclosed by the company.

Risks

  • Price volatility - InvestingPro identifies LIND as having volatile price movements, which can complicate interpretation of insider trades for investors and affect equity market risk - impacts equity investors and market participants.
  • Earnings miss - The company reported Q3 2025 EPS of $0 versus an expected $0.19, indicating near-term profitability expectations fell short of consensus and could affect investor sentiment in the travel and leisure sector.
  • Potential dilution - A mandatory conversion of all 6.0% Series A Convertible Preferred Stock into approximately 9.0 million common shares on February 3, 2026 may increase share count and influence equity valuation and ownership dynamics.

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