National Beverage Corp. (NASDAQ: FIZZ) reported first-quarter net sales of $330.7 million and net income of $47.0 million for the three months ended August 1, 2026. Basic and diluted earnings per common share were $0.50.
Net sales were $330.5 million and net income was $55.8 million in the prior-year quarter. The company said gross margin was 35% amid elevated packaging, ingredient, fuel and freight costs.
- First-quarter net sales: $330.662 million, compared with $330.515 million a year earlier.
- Net income: $47.004 million, compared with $55.760 million a year earlier.
- Basic and diluted EPS: $0.50, compared with $0.60 a year earlier.
- Cash totaled $107 million after a $304 million special dividend payment of $3.25 per share on July 30, 2026.
- The company said aluminum costs negatively affected gross margin by almost 600 basis points.
$FIZZ Insider Trading Activity
$FIZZ insiders have traded $FIZZ stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FIZZ stock by insiders over the last 6 months:
- GLENN J. WALDMAN purchased 250 shares for an estimated $7,945
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.
$FIZZ Hedge Fund Activity
We have seen 151 institutional investors add shares of $FIZZ stock to their portfolio, and 112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 301,019 shares (-12.9%) from their portfolio in Q2 2026, for an estimated $9,391,792
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 235,805 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,357,116
- CITADEL ADVISORS LLC removed 221,825 shares (-59.5%) from their portfolio in Q1 2026, for an estimated $7,464,411
- BLACKROCK, INC. added 183,899 shares (+4.5%) to their portfolio in Q2 2026, for an estimated $5,737,648
- AMERICAN CENTURY COMPANIES INC added 173,268 shares (+240.9%) to their portfolio in Q2 2026, for an estimated $5,405,961
- PEAPACK GLADSTONE FINANCIAL CORP removed 120,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,038,000
- RENAISSANCE TECHNOLOGIES LLC removed 106,900 shares (-3.6%) from their portfolio in Q2 2026, for an estimated $3,335,280
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.
