FIZZ National Beverage (FIZZ) Insider Trading, Ownership & Congress Trades
Food & Beverage · Bottled & canned soft drinks & carbonated waters · CIK 0000069891
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
155
13F, latest reported quarter
What the filings say about FIZZ
Insiders, 180 days
+$7.9K net bought
1 buyer
Congress, 1 year
No trades
Last one: sale, 2025-06-17
National Beverage insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, NATIONAL BEVERAGE CORP insiders bought a net $7.9K of stock across 13 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 12.5% of the 2,000 shares held after it.
- No other insider bought within 30 days.
- 155 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Waldman Glenn J. bought about $7.9K of FIZZ on Jul 20, 2026, the largest insider purchase at the company on our record; 155 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (1 buy, 2 sales), the last on Dec 31, 2024.
- The trade is 12.8% of the 62,408 shares held after it.
- No other insider sold within 30 days.
- 155 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director sheridan stanley michael sold about $347.2K of FIZZ on Apr 15, 2025; 155 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (1 buy, 1 sale), the last on Jul 5, 2024.
- The trade is 8.7% of the 70,408 shares held after it.
- 1 other insider sold within 30 days.
- 155 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director sheridan stanley michael sold about $259.2K of FIZZ on Dec 31, 2024; 1 other insider sold within 30 days and 155 funds added in the latest 13F quarter.Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Dec 12, 2024.
- The trade is 10.9% of the 48,480 shares held after it.
- 1 other insider sold within 30 days.
- 155 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CONLEE CECIL D sold about $246.1K of FIZZ on Dec 13, 2024; 1 other insider sold within 30 days and 155 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Jul 11, 2024.
- The trade is 5.1% of the 53,744 shares held after it.
- 1 other insider sold within 30 days.
- 155 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CONLEE CECIL D sold about $128.6K of FIZZ on Dec 12, 2024; 1 other insider sold within 30 days and 155 funds added in the latest 13F quarter.13 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$7.9K over 180 days
more than 60% of Food & Beverage
Congress
no House purchase disclosed in the last 12 months
Funds
155 funds bought in last quarter
more than 50% of Food & Beverage
Revenue
-1.7% year over year
below 67% of Food & Beverage
Margin
15.6% net margin
more than 89% of Food & Beverage
Buybacks
$673.0K repurchased, FY to 2026-05-02
below 91% of Food & Beverage
Short interest
19.0% of the float short (float per yahoo 2026-10-26) · 10.6 days to cover · settled 2026-09-30
more than 65% of Food & Beverage
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch FIZZ
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+9.7%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns FIZZ: institutional holders (13F)
13F holdings, latest reported quarter
4,265,616 sh
$133.1M
2,838,997 sh
$88.6M
2,036,990 sh
$63.6M
1,640,230 sh
$51.2M
1,572,492 sh
$49.1M
Congress trades in FIZZ
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-06-17 · disclosed 57 days later
$1,001 - $15,000
Bought 2025-06-11 · disclosed 63 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
FIZZ planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
FIZZ mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
The Acquirers Fund
$904.7K position · as of 2026-07-31
2.8%
Invesco S&P SmallCap Consumer Staples ETF
$708.8K position · as of 2026-05-31
2.1%
Virtus KAR Small-Cap Value Series
$954.3K position · as of 2026-06-30
1.8%
Virtus KAR Small-Cap Value Fund
$11.0M position · as of 2026-06-30
1.8%
ETC 6 Meridian Small Cap Equity ETF
$1.4M position · as of 2026-05-31
1.1%
First Trust SMID Capital Strength ETF
$532.1K position · as of 2026-06-30
0.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Nick A. Caporella
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$11.8M
n/a
$1.5M
-20%
+45%
2024
$12.0M
n/a
$1.4M
+1%
+26%
2023
$11.9M
n/a
$1.3M
-5%
+27%
2022
$11.7M
n/a
$1.3M
+9%
+29%
2021
$11.1M
n/a
$1.2M
-4%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $7.9K bought by insiders over 180 days, 155 funds added last quarter. Each figure is a federal filing, dated the day it went public.
FIZZ financials
Revenue growth
-1.7%
XBRL, annual
Net margin
15.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.2B
four quarters, 2025-08-03 to 2026-08-01
Revenue, TTM FIZZ
| FY May 2026 | $1.2B |
| FY May 2025 | $1.2B |
| FY Apr 2024 | $1.2B |
| FY Apr 2023 | $1.2B |
| FY Apr 2022 | $1.1B |
| Aug 2026 | $330.7M |
| May 2026 | $297.1M |
| Jan 2026 | $264.6M |
| Nov 2025 | $288.3M |
| Aug 2025 | $330.5M |
| May 2025 | $313.6M |
| Jan 2025 | $267.1M |
| Oct 2024 | $291.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+14.8%
net income over revenue, 2025-08-03 to 2026-08-01
Net margin, TTM FIZZ
| FY May 2026 | +15.6% |
| FY May 2025 | +15.6% |
| FY Apr 2024 | +14.8% |
| FY Apr 2023 | +12.1% |
| FY Apr 2022 | +13.9% |
| Aug 2026 | +14.2% |
| May 2026 | +13.6% |
| Jan 2026 | +15.6% |
| Nov 2025 | +16.1% |
| Aug 2025 | +16.9% |
| May 2025 | +14.3% |
| Jan 2025 | +14.8% |
| Oct 2024 | +15.7% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$161.9M
operating cash flow minus capex, 2025-08-03 to 2026-08-01
Free cash flow, TTM FIZZ
| FY May 2026 | $156.1M |
| FY May 2025 | $170.4M |
| FY Apr 2024 | $167.6M |
| FY Apr 2023 | $139.7M |
| FY Apr 2022 | $104.1M |
| Aug 2026 | $61.8M |
| May 2026 | $35.6M |
| Jan 2026 | $44.6M |
| Nov 2025 | $19.9M |
| Aug 2025 | $56.0M |
| May 2025 | $44.6M |
| Jan 2025 | $36.3M |
| Oct 2024 | $35.7M |
At each fiscal year end
Single quarter
Debt to equity
0.00x
long-term debt only, 2023-04-29 (39 months older than the period end); equity 2026-08-01
Debt to equity FIZZ
| FY May 2026 | 0.00x |
| FY May 2025 | 0.00x |
| FY Apr 2024 | 0.00x |
| FY Apr 2023 | 0.00x |
| FY Apr 2022 | 0.13x |
| Aug 2026 | 0.00x |
| May 2026 | 0.00x |
| Jan 2026 | 0.00x |
| Nov 2025 | 0.00x |
| Aug 2025 | 0.00x |
| May 2025 | 0.00x |
| Jan 2025 | 0.00x |
| Oct 2024 | 0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt to cover
Cash flow to debt FIZZ
| FY May 2026 | n/a |
| FY May 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | 4.44x |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Jan 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+40.1%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on equity FIZZ
| FY May 2026 | +34.0% |
| FY May 2025 | +37.2% |
| FY Apr 2024 | +37.9% |
| FY Apr 2023 | +46.5% |
| FY Apr 2022 | +53.2% |
| Aug 2026 | +40.1% |
| May 2026 | +34.0% |
| Jan 2026 | +37.9% |
| Nov 2025 | +40.9% |
| Aug 2025 | +45.8% |
| May 2025 | +37.2% |
| Jan 2025 | +40.8% |
| Oct 2024 | +44.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+26.5%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on assets FIZZ
| FY May 2026 | +24.1% |
| FY May 2025 | +25.9% |
| FY Apr 2024 | +26.3% |
| FY Apr 2023 | +27.3% |
| FY Apr 2022 | +30.9% |
| Aug 2026 | +26.5% |
| May 2026 | +24.1% |
| Jan 2026 | +27.1% |
| Nov 2025 | +28.6% |
| Aug 2025 | +29.5% |
| May 2025 | +25.9% |
| Jan 2025 | +28.3% |
| Oct 2024 | +30.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+64.6%
operating income after a 23.7% effective tax rate, over long-term debt only, 2023-04-29 (39 months older than the period end) plus average of 2025-08-02 and 2026-08-01 minus cash
Return on invested capital FIZZ
| FY May 2026 | +65.5% |
| FY May 2025 | +74.5% |
| FY Apr 2024 | +75.2% |
| FY Apr 2023 | +70.2% |
| FY Apr 2022 | +76.7% |
| Aug 2026 | +64.6% |
| May 2026 | +65.5% |
| Jan 2026 | +68.5% |
| Nov 2025 | +68.2% |
| Aug 2025 | +74.6% |
| May 2025 | +74.5% |
| Jan 2025 | +72.9% |
| Oct 2024 | +75.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+42.0%
operating income (EBIT proxy) over average of 2025-08-02 and 2026-08-01 minus current liabilities
Return on capital employed FIZZ
| FY May 2026 | +36.9% |
| FY May 2025 | +40.4% |
| FY Apr 2024 | +41.1% |
| FY Apr 2023 | +49.6% |
| FY Apr 2022 | +56.8% |
| Aug 2026 | +42.0% |
| May 2026 | +36.9% |
| Jan 2026 | +41.5% |
| Nov 2025 | +44.5% |
| Aug 2025 | +49.0% |
| May 2025 | +40.4% |
| Jan 2025 | +43.5% |
| Oct 2024 | +47.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.26x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-03 to 2026-08-01
P/E, trailing FIZZ
| FY May 2026 | 17.40x |
| FY May 2025 | 21.65x |
| FY Apr 2024 | 0.80x |
| FY Apr 2023 | 0.66x |
| FY Apr 2022 | 1.02x |
| Aug 2026 | 17.01x |
| May 2026 | 17.40x |
| Jan 2026 | 17.04x |
| Nov 2025 | 17.31x |
| Aug 2025 | 23.39x |
| May 2025 | 21.65x |
| Jan 2025 | 21.23x |
| Oct 2024 | 22.78x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$3.2B
market value at close 2026-10-26 on 2026-09-08 shares, plus long-term debt only, 2023-04-29 (39 months older than the period end), minus cash 2026-08-01
Enterprise value FIZZ
| FY May 2026 | $2.8B |
| FY May 2025 | $3.8B |
| FY Apr 2024 | $3.7B |
| FY Apr 2023 | $4.5B |
| FY Apr 2022 | $4.1B |
| Aug 2026 | $2.9B |
| May 2026 | $2.8B |
| Jan 2026 | $2.9B |
| Nov 2025 | $2.9B |
| Aug 2025 | $4.1B |
| May 2025 | $3.8B |
| Jan 2025 | $3.8B |
| Oct 2024 | $4.1B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.8%
TTM free cash flow over market value at close 2026-10-26
FCF yield FIZZ
| FY May 2026 | +4.9% |
| FY May 2025 | +4.2% |
| FY Apr 2024 | +4.1% |
| FY Apr 2023 | +3.0% |
| FY Apr 2022 | +2.5% |
| Aug 2026 | +5.5% |
| May 2026 | +4.9% |
| Jan 2026 | +5.2% |
| Nov 2025 | +4.9% |
| Aug 2025 | +4.0% |
| May 2025 | +4.2% |
| Jan 2025 | +4.4% |
| Oct 2024 | +4.0% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -6%, PEG needs growth
PEG, trailing FIZZ
| FY May 2026 | n/a |
| FY May 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | 0.01x |
| FY Apr 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Jan 2026 | 33.91x |
| Nov 2025 | n/a |
| Aug 2025 | 46.09x |
| May 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-05 | 2025-05 | 2024-07 | 2024-04 | |
|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | n/a | $1.2B |
| Gross profit | $437.3M | $443.9M | n/a | $428.5M |
| Operating income | $230.1M | $235.5M | n/a | $218.5M |
| Net income | $183.6M | $186.8M | n/a | $176.7M |
| EPS (diluted) | 1.96 | 1.99 | n/a | 1.89 |
| Operating cash flow | $181.3M | $206.7M | n/a | $197.9M |
| Cash | $349.5M | $193.8M | n/a | $327.0M |
| Buybacks | $673.0K | $0 | n/a | $0 |
| Dividends paid | $0 | $304.1M | $304.1M | $0 |
SEC XBRL, fiscal years, as known on 2026-10-28
FIZZ Stock Sonar score 6/7 axes
Find similar shapesCompareFIZZ ranks highest on financial health (99th percentile) and profitability (96th), and lowest on growth (33rd), among Food & Beverage peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
FIZZ filings, in plain words
Are National Beverage insiders buying or selling FIZZ?
In the 180 days to 2026-10-28, National Beverage insiders were net buyers, a net $7.9K across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded FIZZ?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-06-17.
Read the full summary
In the 180 days to 2026-10-28, National Beverage insiders were net buyers of FIZZ, a net $7.9K across purchases and sales reported on Form 4 by 1 buyer. Members of Congress have disclosed trades in FIZZ, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-06-17. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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