Roth Capital Comments on Cadre’s FY2026 Earnings (NYSE:CDRE)

Cadre Holdings, Inc. (NYSE:CDRE) – Stock analysts at Roth Capital lifted their FY2026 earnings per share estimates for Cadre in a research note issued to investors on Friday, January 17th. Roth Capital analyst M. Koranda now expects that the company will earn $1.54 per share for the year, up from their prior forecast of $1.49. The consensus estimate for Cadre’s current full-year earnings is $1.05 per share.

Cadre (NYSE:CDRE) last announced its quarterly earnings results on Wednesday, November 6th. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.06 by $0.03. Cadre had a net margin of 6.34% and a return on equity of 12.88%. The firm had revenue of $109.41 million for the quarter, compared to the consensus estimate of $126.27 million. During the same period in the prior year, the firm posted $0.29 earnings per share. The firm’s quarterly revenue was down 12.6% compared to the same quarter last year.

Separately, Roth Mkm reduced their price target on shares of Cadre from $39.00 to $37.00 and set a “buy” rating for the company in a research report on Thursday, November 7th. Two investment analysts have rated the stock with a hold rating and three have given a buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $39.75.

Cadre Stock Up 6.1 %

Cadre stock opened at $38.23 on Monday. The company has a debt-to-equity ratio of 0.65, a current ratio of 3.01 and a quick ratio of 1.96. The stock has a market capitalization of $1.55 billion, a PE ratio of 46.06, a price-to-earnings-growth ratio of 1.50 and a beta of 1.24. The business has a 50 day simple moving average of $33.72 and a 200-day simple moving average of $35.39. Cadre has a 12 month low of $29.18 and a 12 month high of $40.28.

Cadre Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, November 15th. Shareholders of record on Friday, November 1st were paid a dividend of $0.0875 per share. This represents a $0.35 dividend on an annualized basis and a yield of 0.92%. The ex-dividend date of this dividend was Friday, November 1st. Cadre’s dividend payout ratio (DPR) is presently 42.17%.

Insider Buying and Selling at Cadre

In other news, Director Nicolas Sokolow sold 1,095 shares of the stock in a transaction on Monday, November 25th. The stock was sold at an average price of $34.10, for a total transaction of $37,339.50. Following the completion of the transaction, the director now directly owns 83,208 shares in the company, valued at approximately $2,837,392.80. This represents a 1.30 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Warren B. Kanders sold 25,000 shares of the firm’s stock in a transaction dated Thursday, December 5th. The stock was sold at an average price of $35.83, for a total value of $895,750.00. Following the sale, the chief executive officer now directly owns 11,532,211 shares of the company’s stock, valued at $413,199,120.13. The trade was a 0.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 226,310 shares of company stock worth $7,704,941 in the last ninety days. 37.00% of the stock is owned by insiders.

Institutional Investors Weigh In On Cadre

A number of institutional investors and hedge funds have recently made changes to their positions in CDRE. Rhumbline Advisers grew its position in Cadre by 32.6% in the 2nd quarter. Rhumbline Advisers now owns 34,568 shares of the company’s stock valued at $1,160,000 after acquiring an additional 8,502 shares in the last quarter. American Century Companies Inc. boosted its stake in shares of Cadre by 14.2% in the second quarter. American Century Companies Inc. now owns 34,907 shares of the company’s stock valued at $1,171,000 after purchasing an additional 4,340 shares during the period. Oppenheimer Asset Management Inc. purchased a new stake in Cadre during the 2nd quarter worth approximately $216,000. Dimensional Fund Advisors LP lifted its holdings in Cadre by 30.2% during the 2nd quarter. Dimensional Fund Advisors LP now owns 411,056 shares of the company’s stock worth $13,794,000 after buying an additional 95,233 shares in the last quarter. Finally, Renaissance Technologies LLC boosted its position in Cadre by 22.5% in the 2nd quarter. Renaissance Technologies LLC now owns 312,500 shares of the company’s stock valued at $10,488,000 after buying an additional 57,400 shares during the period. 43.95% of the stock is owned by hedge funds and other institutional investors.

About Cadre

Cadre Holdings, Inc manufactures and distributes safety that provides protection to users in hazardous or life-threatening situations in the United States and internationally. The company operates in two segments, Products and Distribution. It offers body armor product, such as concealable, corrections, and tactical armor under the Safariland and Protech Tactical brand names; survival suits, remotely operated vehicles, specialty tools, blast sensors, accessories, and vehicle blast attenuation seats for bomb safety technicians; bomb suits; duty gear, including belts and accessories; and other protective equipment comprising communications gear, forensic and investigation products, firearms cleaning solutions, and crowd control products.