NACCO Industries (NC) reported second-quarter 2026 revenue of $72.3 million, up 6% from $68.2 million a year earlier. The company posted a net loss of $1.0 million, or $0.13 per diluted share, compared with net income of $3.3 million, or $0.44 per diluted share, in the prior-year quarter.
Results for the quarter ended June 30 included $12.0 million of solar asset impairment charges within ReGen Resources. NACCO said gross profit rose 123% to $15.2 million, while operating loss was $2.3 million.
- Consolidated Adjusted EBITDA was $15.9 million, up 72% from Q2 2025 and down 3% sequentially.
- Utility Coal Mining operating profit increased to $6.3 million from $1.2 million a year earlier.
- Contract Mining operating profit rose to $3.8 million from $1.0 million, helped by a new dragline services contract and higher limestone customer requirements.
- Minerals and Royalties operating profit increased to $6.7 million from $5.2 million, driven by higher royalty revenues.
- At June 30, NACCO reported $120.1 million of outstanding debt and total liquidity of $114.6 million.
- The company said full-year 2026 operating profit and net income are expected to be significantly lower than in 2025.
$NC Insider Trading Activity
$NC insiders have traded $NC stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NC stock by insiders over the last 6 months:
- ELIZABETH LOVEMAN (SVP and Controller) has made 0 purchases and 2 sales selling 5,715 shares for an estimated $296,428.
- THOMAS A MAXWELL (SVP Finance and Treasurer) sold 1,785 shares for an estimated $86,661
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NC Hedge Fund Activity
We have seen 36 institutional investors add shares of $NC stock to their portfolio, and 27 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CURBSTONE FINANCIAL MANAGEMENT CORP removed 57,542 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $2,879,977
- TWO SIGMA INVESTMENTS, LP added 16,711 shares (+106.7%) to their portfolio in Q1 2026, for an estimated $868,470
- RENAISSANCE TECHNOLOGIES LLC removed 6,200 shares (-3.9%) from their portfolio in Q1 2026, for an estimated $322,214
- MILLENNIUM MANAGEMENT LLC removed 5,901 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $306,674
- BARCLAYS PLC removed 5,436 shares (-84.9%) from their portfolio in Q1 2026, for an estimated $282,508
- RUSSELL INVESTMENTS GROUP, LTD. added 4,672 shares (+22.0%) to their portfolio in Q1 2026, for an estimated $242,803
- BLACKROCK, INC. removed 4,642 shares (-1.5%) from their portfolio in Q1 2026, for an estimated $241,244
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
