Recent discussions on X about Cal-Maine Foods (CALM) have centered around the company's latest quarterly earnings report, which revealed record sales but fell short of analyst expectations. Many users have highlighted the impressive 17% year-over-year revenue growth to $922.6 million, driven by strong performance in specialty eggs and prepared foods, though the earnings per share miss of $0.89 has sparked concern among some investors. The stock experienced a dip post-earnings but reportedly recovered to close within key support levels, fueling debates about its near-term trajectory.
Additionally, lingering issues such as the impact of avian flu on egg supply and the company’s strategic investments, like a new pancake production line, have been hot topics on the platform. Some discussions also revisited past criticisms of price gouging during periods of high egg prices, with a few voices questioning the sustainability of profit margins amidst fluctuating costs. The conversation remains dynamic as investors weigh these mixed signals against broader market conditions.
Note: This discussion summary was generated from an AI condensation of post data.
Cal-Maine Foods Insider Trading Activity
Cal-Maine Foods insiders have traded $CALM stock on the open market 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CALM stock by insiders over the last 6 months:
- ADOLPHUS B BAKER (Board Chair) has made 0 purchases and 2 sales selling 1,287,616 shares for an estimated $116,658,009.
- KEIRA L LOMBARDO (Chief Strategy Officer) has made 5 purchases buying 2,800 shares for an estimated $258,598 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cal-Maine Foods Hedge Fund Activity
We have seen 258 institutional investors add shares of Cal-Maine Foods stock to their portfolio, and 174 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GOLDMAN SACHS GROUP INC added 551,595 shares (+76.5%) to their portfolio in Q2 2025, for an estimated $54,955,409
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 472,700 shares (-54.6%) from their portfolio in Q2 2025, for an estimated $47,095,101
- SQUAREPOINT OPS LLC added 382,371 shares (+69.3%) to their portfolio in Q2 2025, for an estimated $38,095,622
- CITADEL ADVISORS LLC removed 300,334 shares (-85.7%) from their portfolio in Q2 2025, for an estimated $29,922,276
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 271,376 shares (-77.1%) from their portfolio in Q2 2025, for an estimated $27,037,190
- RENAISSANCE TECHNOLOGIES LLC added 267,400 shares (+13.1%) to their portfolio in Q2 2025, for an estimated $26,641,062
- BLACKROCK, INC. added 249,938 shares (+3.7%) to their portfolio in Q2 2025, for an estimated $24,901,322
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cal-Maine Foods Government Contracts
We have seen $614,201 of award payments to $CALM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- COMMODITIES FOR USG FOOD DONATIONS: 2000010537/4100031687/EGGS 15 DOZEN: $162,505
- COMMODITIES FOR USG FOOD DONATIONS: 2000010537/4100031685/EGGS 15 DOZEN: $162,499
- COMMODITIES FOR USG FOOD DONATIONS: 2000010537/4100031688/EGGS 15 DOZEN: $162,499
- COMMODITIES FOR USG FOOD DONATIONS: 2000010537/4100031686/EGGS 15 DOZEN: $125,515
- 2000007259/4100021836/EGGS 15 DOZEN: $1,181
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cal-Maine Foods Price Targets
Multiple analysts have issued price targets for $CALM recently. We have seen 3 analysts offer price targets for $CALM in the last 6 months, with a median target of $98.0.
Here are some recent targets:
- Benjamin Mayhew from BMO Capital set a target price of $97.0 on 10/03/2025
- Leah Jordan from Goldman Sachs set a target price of $98.0 on 10/03/2025
- Pooran Sharma from Stephens & Co. set a target price of $115.0 on 07/24/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
