FIZZ · National Beverage Corp.
National Beverage Corp (FIZZ)
What's happening
- FIZZ is up 1.04% today, trading at $32.04. — Live quote
- Volume today (21,864) is well below its 3-month average of 411,970. (Finnhub fundamentals)
- Reports earnings on 2026-09-03, 0 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $0.43 actual vs. $0.48 estimated (-10.3%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (7 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jan '26 | Nov '25 | Aug '25 | Jan '25 | Oct '24 |
|---|---|---|---|---|---|
| Market cap | $2.61B | $2.65B | $3.52B | $3.25B | $3.45B |
| P/E | 14.25 | 14.14 | 17.78 | 17.91 | 18.59 |
| Price/Sales | 2.27 | 2.25 | 2.89 | 2.81 | 2.90 |
| Price/Book | 4.41 | 4.81 | 6.98 | 8.13 | 9.59 |
| EV/Revenue | 1.99 | 2.02 | 2.68 | 2.68 | 2.81 |
| EV/EBITDA | 9.11 | 9.22 | 12.13 | — | — |
| ROE | 30.96% | 34.00% | 39.24% | 45.39% | 51.59% |
| ROA | 23.09% | 25.02% | 26.81% | 30.58% | 33.33% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Net profit margin is 15.6%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-07-29; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -5.3% on the provider's reported measure. Finnhub fundamentals ↗
- Trailing 52-week price return is -22.2%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on FIZZ
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jan '26 | Nov '25 | Aug '25 | Jan '25 | Oct '24 | Jul '24 | Jan '24 | Oct '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $264.6M | $288.3M | $330.5M | $267.1M | $291.2M | $329.5M | $270.1M | $300.1M |
| Gross profit | $99.6M | $109.2M | $125.5M | $99.0M | $109.4M | $122.4M | $97.0M | $107.9M |
| Operating income | $51.1M | $58.0M | $70.8M | $50.6M | $57.9M | $69.5M | $48.2M | $54.3M |
| Net income | $41.2M | $46.4M | $55.8M | $39.6M | $45.6M | $56.8M | $39.6M | $43.8M |
| EPS (diluted) | $0.44 | $0.49 | $0.60 | $0.42 | $0.49 | $0.61 | $0.42 | $0.47 |
| EPS (basic) | $0.44 | $0.50 | $0.60 | $0.42 | $0.49 | $0.61 | $0.42 | $0.47 |
| Operating margin | $19 | $20 | $21 | $19 | $20 | $21 | $18 | $18 |
| Net margin | $16 | $16 | $17 | $15 | $16 | $17 | $15 | $15 |
Balance sheet
| Line item | May '26 | Jan '26 | Nov '25 | Aug '25 | May '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $851.6M | $792.5M | $749.0M | $737.8M | $672.9M | $594.0M | $557.4M | $522.6M |
| Total liabilities | $215.9M | $201.4M | $197.7M | $233.6M | $228.9M | $193.8M | $197.3M | $216.0M |
| Stockholders' equity | $635.7M | $591.1M | $551.3M | $504.1M | $444.0M | $400.2M | $360.1M | $306.6M |
| Total current assets | $593.1M | $538.0M | $491.4M | $476.1M | $406.9M | $352.6M | $324.9M | $293.2M |
| Total current liabilities | $135.2M | $122.1M | $114.7M | $146.9M | $140.5M | $119.6M | $128.1M | $147.5M |
| Cash & equivalents | $349.5M | $314.0M | $269.3M | $249.8M | $193.8M | $149.2M | $112.8M | $77.0M |
| Accounts receivable | $104.3M | $97.4M | $93.2M | $106.5M | $104.2M | $90.9M | $99.6M | $116.0M |
| Inventory | $95.5M | $96.1M | $95.9M | $93.9M | $85.1M | $85.0M | $91.0M | $90.6M |
| Property, plant & equipment | $182.2M | $174.4M | $173.7M | $173.4M | $175.6M | $165.6M | $160.3M | $158.4M |
| Goodwill | $13.1M | $13.1M | $13.1M | $13.1M | $13.1M | $13.1M | $13.1M | $13.1M |
| Intangible assets | $1.6M | $1.6M | $1.6M | $1.6M | $1.6M | $1.6M | $1.6M | $1.6M |
| Other non-current assets | $5.0M | $4.8M | $4.7M | $5.3M | $5.3M | $7.3M | $8.2M | $5.5M |
| Accounts payable | $87.4M | $66.9M | $63.8M | $78.7M | $82.4M | $62.6M | $69.6M | $73.9M |
| Accrued liabilities | $33.3M | $39.5M | $35.4M | $39.9M | $43.5M | $43.3M | $44.9M | $49.8M |
| Long-term debt | — | — | — | — | — | — | — | — |
| Other non-current liabilities | $7.1M | $7.2M | $7.3M | $7.8M | $7.8M | $8.1M | $8.0M | $8.3M |
| Common stock & paid-in capital | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M |
| Retained earnings | $601.4M | $561.1M | $519.9M | $473.5M | $417.8M | $373.0M | $333.3M | $287.7M |
| Accumulated other comprehensive income (loss) | $13.7M | $9.4M | $10.9M | $9.8M | $5.6M | $6.7M | $6.5M | -$1.1M |
Cash flow
| Line item | May '26 | Jan '26 | Nov '25 | Aug '25 | May '25 | Jan '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $45.5M | $50.9M | $25.7M | $59.1M | $60.1M | $46.5M | $42.6M | $57.5M |
| Investing cash flow | -$10.0M | -$6.3M | -$5.8M | -$3.1M | -$15.5M | -$10.2M | -$6.9M | -$3.7M |
| Financing cash flow | $0 | $0 | -$422.0K | $0 | $0 | $58.0K | $112.0K | -$303.8M |
| Free cash flow | $35.6M | $44.6M | $19.9M | $56.0M | $44.6M | $36.3M | $35.7M | $53.8M |
| Capital expenditures | $9.9M | $6.3M | $5.8M | $3.1M | $15.5M | $10.2M | $6.9M | $3.7M |
| Depreciation & amortization | $6.1M | $5.6M | $5.6M | $5.4M | $5.5M | $4.8M | $5.1M | $5.4M |
| Share-based compensation | $96.0K | $96.0K | $112.0K | $135.0K | $141.0K | $154.0K | $151.0K | $160.0K |
| Deferred income taxes | $3.7M | — | — | — | -$449.0K | — | — | — |
| Change in accounts receivable | $6.9M | $4.3M | -$13.3M | $2.3M | $13.3M | -$8.7M | -$16.4M | $13.2M |
| Change in inventory | -$584.0K | $235.0K | $2.0M | $8.8M | $77.0K | -$6.0M | $419.0K | $6.0M |
| Change in accounts payable | $19.3M | $3.0M | -$14.8M | -$3.8M | $19.8M | -$7.0M | -$4.2M | -$4.4M |
| Share repurchases | $0 | $0 | $673.0K | — | $0 | $0 | $0 | — |
| Debt issued | — | — | — | — | — | — | — | — |
| Other financing activities | — | — | — | — | — | — | — | — |
Income statement
| Line item | May '26 | May '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Revenue | $1.18B | $1.20B | $1.19B | $1.17B | $1.14B |
| Gross profit | $437.3M | $443.9M | $428.5M | $396.8M | $417.8M |
| Operating income | $230.1M | $235.5M | $218.5M | $186.7M | $207.9M |
| Net income | $183.6M | $186.8M | $176.7M | $142.2M | $158.5M |
| EPS (diluted) | $1.96 | $1.99 | $1.89 | $1.52 | $1.69 |
| EPS (basic) | $1.96 | $2.00 | $1.89 | $1.52 | $1.70 |
| Operating margin | $19 | $20 | $18 | $16 | $18 |
| Net margin | $16 | $16 | $15 | $12 | $14 |
Balance sheet
| Line item | May '26 | May '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Total assets | $851.6M | $672.9M | $770.2M | $574.3M | $467.8M |
| Total liabilities | $215.9M | $228.9M | $210.6M | $201.9M | $228.4M |
| Stockholders' equity | $635.7M | $444.0M | $559.5M | $372.5M | $239.4M |
| Total current assets | $593.1M | $406.9M | $536.9M | $366.4M | $274.5M |
| Total current liabilities | $135.2M | $140.5M | $137.9M | $144.3M | $145.3M |
| Cash & equivalents | $349.5M | $193.8M | $327.0M | $158.1M | $48.0M |
| Accounts receivable | $104.3M | $104.2M | $102.8M | $104.9M | $93.6M |
| Inventory | $95.5M | $85.1M | $84.6M | $93.6M | $103.3M |
| Property, plant & equipment | $182.2M | $175.6M | $159.7M | $148.4M | $144.3M |
| Goodwill | $13.1M | $13.1M | $13.1M | $13.1M | $13.1M |
| Intangible assets | $1.6M | $1.6M | $1.6M | $1.6M | $1.6M |
| Other non-current assets | $5.0M | $5.3M | $5.3M | $5.2M | $5.0M |
| Accounts payable | $87.4M | $82.4M | $78.3M | $85.1M | $95.3M |
| Accrued liabilities | $33.3M | $43.5M | $46.6M | $47.3M | $39.1M |
| Long-term debt | — | — | — | $0 | $30.0M |
| Other non-current liabilities | $7.1M | $7.8M | $7.8M | $7.9M | $8.5M |
| Common stock & paid-in capital | $1.0M | $1.0M | $1.0M | $1.0M | $1.0M |
| Retained earnings | $601.4M | $417.8M | $535.1M | $358.3M | $216.2M |
| Accumulated other comprehensive income (loss) | $13.7M | $5.6M | $4.9M | -$3.2M | $6.9M |
Cash flow
| Line item | May '26 | May '25 | Apr '24 | Apr '23 | Apr '22 |
|---|---|---|---|---|---|
| Operating cash flow | $181.3M | $206.7M | $197.9M | $161.7M | $133.1M |
| Investing cash flow | -$25.1M | -$36.3M | -$30.2M | -$22.0M | -$29.0M |
| Financing cash flow | -$422.0K | -$303.6M | $1.3M | -$29.7M | -$249.7M |
| Free cash flow | $156.1M | $170.4M | $167.6M | $139.7M | $104.1M |
| Capital expenditures | $25.1M | $36.3M | $30.3M | $22.0M | $29.0M |
| Depreciation & amortization | $22.7M | $20.8M | $20.2M | $20.0M | $18.5M |
| Share-based compensation | $439.0K | $606.0K | $881.0K | $677.0K | $695.0K |
| Deferred income taxes | $3.7M | -$449.0K | $3.4M | -$4.0M | $6.5M |
| Change in accounts receivable | $144.0K | $1.3M | -$2.1M | $11.3M | $7.2M |
| Change in inventory | $10.4M | $506.0K | -$9.0M | -$9.7M | $31.8M |
| Change in accounts payable | $3.8M | $4.2M | -$6.8M | -$10.2M | $6.5M |
| Share repurchases | $673.0K | $0 | $0 | — | $0 |
| Debt issued | — | — | $0 | $0 | $50.0M |
| Other financing activities | — | — | — | — | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding FIZZ as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,265,616 | $133.1M | 4.56% | +4.5% | 2026-08-07 |
| RENAISSANCE TECHNOLOGIES LLC | 2,838,997 | $88.6M | 3.03% | -3.6% | 2026-08-13 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,036,990 | $63.6M | 2.18% | -12.9% | 2026-08-13 |
| DIMENSIONAL FUND ADVISORS LP | 1,640,230 | $51.2M | 1.75% | +3.6% | 2026-08-11 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,572,492 | $49.1M | 1.68% | -2.0% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,052,173 | $32.8M | 1.12% | +0.7% | 2026-06-30 |
| State Street Corp | 972,477 | $30.3M | 1.04% | +7.7% | 2026-08-07 |
| GEODE CAPITAL MANAGEMENT, LLC | 907,105 | $28.3M | 0.97% | +6.9% | 2026-08-12 |
| TWO SIGMA INVESTMENTS, LP | 663,792 | $20.7M | 0.71% | +11.3% | 2026-08-07 |
| Morgan Stanley | 519,178 | $16.2M | 0.55% | +1.8% | 2026-08-11 |
| Goldman Sachs Group Inc | 498,523 | $15.6M | 0.53% | -7.3% | 2026-08-14 |
| Northern Trust Corp | 301,329 | $9.4M | 0.32% | +5.0% | 2026-08-12 |
| ALGERT GLOBAL LLC | 273,849 | $8.5M | 0.29% | +54.5% | 2026-08-13 |
| JONES FINANCIAL COMPANIES LLLP | 269,811 | $8.8M | 0.29% | +6.0% | 2026-08-13 |
| NATIXIS ADVISORS, LLC | 269,332 | $8.4K | 0.29% | +3.5% | 2026-08-14 |
| NORGES BANK | 266,024 | $8.3M | 0.28% | +0.0% | 2026-08-12 |
| Creative Planning | 263,675 | $8.2M | 0.28% | +63.8% | 2026-08-13 |
| Bank Of America Corp /De/ | 254,684 | $7.9M | 0.27% | +4.1% | 2026-08-14 |
| AMERICAN CENTURY COMPANIES INC | 245,182 | $7.6M | 0.26% | +240.9% | 2026-08-12 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 235,805 | $7.4M | 0.25% | +7.8% | 2026-08-14 |
| Sixth Street Partners Management Company, L.P. | 235,805 | $7.4M | 0.25% | +0.0% | 2026-08-13 |
| DENALI ADVISORS LLC | 223,100 | $7.0M | 0.24% | -5.7% | 2026-08-10 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 200,094 | $6.2M | 0.21% | +1.5% | 2026-06-30 |
| Invesco Ltd. | 189,821 | $5.9M | 0.20% | -0.7% | 2026-08-13 |
| Bank of New York Mellon Corp | 178,561 | $5.6M | 0.19% | +4.4% | 2026-08-06 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2020-12-11 to 2026-07-20
Recent transactions
- Insiders have net bought 250 shares over the last 182 days, across 1 purchase and 0 sales.
- Most recent: Waldman Glenn J. (Director) — Open market purchase of 250 shares on 2026-07-20.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Waldman Glenn J. | Director | Open market purchase | 2026-07-20 | 250 |
| sheridan stanley michael | Director | Open market sale | 2025-04-15 | 8,000 |
| HATHORN SAMUEL C | Director | Gift | 2024-12-30 | 20,000 |
| CONLEE CECIL D | Director | Open market sale | 2024-12-13 | 5,264 |
| BRACKEN GEORGE R | EVP - FINANCE | Option exercise | 2023-12-28 | 30,000 |
| CAPORELLA JOSEPH G | President | Option exercise | 2023-12-12 | 40,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-20 | Waldman Glenn J. | Director | Open market purchase | 250 | $31.78 |
| 2025-04-15 | sheridan stanley michael | Director | Open market sale | 8,000 | $43.40 |
| 2024-12-31 | sheridan stanley michael | Director | Open market sale | 6,100 | $42.49 |
| 2024-12-30 | HATHORN SAMUEL C | Director | Gift | 20,000 | $42.50 |
| 2024-12-13 | CONLEE CECIL D | Director | Open market sale | 5,264 | $46.76 |
| 2024-12-12 | CONLEE CECIL D | Director | Open market sale | 2,736 | $47.01 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 11:47 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-07-29 | 4 | 2026-07-20 | View on SEC.gov → |
| 2026-07-02 | 8-K | 2026-07-01 | View on SEC.gov → |
| 2026-07-01 | 10-K | 2026-05-02 | View on SEC.gov → |
| 2026-03-13 | 8-K | 2026-03-12 | View on SEC.gov → |
| 2026-03-12 | 10-Q | 2026-01-31 | View on SEC.gov → |
| 2025-12-12 | 8-K | 2025-12-11 | View on SEC.gov → |
| 2025-12-11 | 10-Q | 2025-11-01 | View on SEC.gov → |
| 2025-10-31 | 8-K | 2025-10-30 | View on SEC.gov → |
| 2025-10-06 | 8-K | 2025-08-25 | View on SEC.gov → |
| 2025-09-12 | 8-K | 2025-09-11 | View on SEC.gov → |
| 2025-09-11 | 10-Q | 2025-08-02 | View on SEC.gov → |
| 2025-07-03 | 8-K | 2025-07-02 | View on SEC.gov → |
Recent news
Headlines about FIZZ (National Beverage Corp.). Links open the publisher — we don’t host full articles.
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Yahoo Finance · 2026-07-29 -
National Beverage Is At The Lows For Good Reason
Seeking Alpha · 2026-07-16 -
National Beverage's Fiscal Q4 Results Unlikely to be Thesis Changing, UBS Says
Yahoo Finance · 2026-07-06 -
National Beverage: Don't Get Caught In Dividend Hubris
Seeking Alpha · 2026-07-02
No headlines in this category right now — try “All”.