HBB Hamilton Beach Brands (HBB) Insider Trading, Ownership & Congress Trades
Consumer Goods · Electric housewares & fans · CIK 0001709164
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
39
13F, latest reported quarter
What the filings say about HBB
Insiders, 180 days
-$97.5K net sold
1 seller · 0% of sales under a 10b5-1 plan
Hamilton Beach Brands insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Hamilton Beach Brands Holding Co insiders sold a net $97.5K of stock across 15 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Nov 21, 2023.
- +19.1% median (+21.0% mean) 90-day return after 4 previous buys.
- The trade is 7.6% of the 39,430 shares held after it.
- No other insider sold within 30 days.
- 39 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr. VP Chief Financial Officer Cunningham Sarah M sold about $97.5K of HBB on Aug 27, 2026, the largest insider sale at the company since 2021; 39 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Aug 10, 2023.
- +17.9% median (+13.3% mean) 90-day return after 3 previous buys.
- The trade is 10.3% of the 7,250 shares held after it.
- No other insider bought within 30 days.
- 39 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr. VP Chief Financial Officer Cunningham Sarah M bought about $10.5K of HBB on Nov 21, 2023; 39 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 9, 2023.
- +9.8% median (+9.8% mean) 90-day return after 2 previous buys.
- The trade is 45.8% of the 6,500 shares held after it.
- 1 other insider bought within 30 days.
- 39 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr. VP Chief Financial Officer Cunningham Sarah M bought about $33.5K of HBB on Aug 10, 2023; 1 other insider bought within 30 days and 39 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 8, 2023.
- The trade is 0.6% of the 3,522 shares held after it.
- 1 other insider bought within 30 days.
- 39 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr. VP Chief Financial Officer Cunningham Sarah M bought about $242 of HBB on Aug 9, 2023; 1 other insider bought within 30 days and 39 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 9, 2022.
- The trade is 3.8% of the 264,040 shares held after it.
- 1 other insider bought within 30 days.
- 39 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director, President and CEO TREPP GREGORY H bought about $105.9K of HBB on Aug 7, 2023, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 39 funds added in the latest 13F quarter.15 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 -$97.5K over 180 days
-$97.5K over 90 days
more than 72% of Consumer Goods
Congress
no House purchase disclosed in the last 12 months
Funds
39 funds bought in last quarter
below 68% of Consumer Goods
Revenue
-7.3% year over year
below 81% of Consumer Goods
Margin
4.4% net margin
more than 64% of Consumer Goods
Buybacks
$3.2M repurchased, FY to 2026-06-30
below 66% of Consumer Goods
Short interest
6.4% of the float short (float per yahoo 2026-10-27) · 5.2 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HBB
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.
+126.3%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HBB: institutional holders (13F)
13F holdings, latest reported quarter
536,337 sh
$12.4M
532,666 sh
$12.3M
398,697 sh
$9.2M
341,468 sh
$7.9M
253,077 sh
$5.8M
Congress trades in HBB
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HBB planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
HBB mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
North Star Dividend Fund
$1.3M position · as of 2026-05-31
1.3%
North Star Micro Cap Fund
$2.3M position · as of 2026-05-31
1.3%
Columbia Variable Portfolio - Small Cap Value Discovery Fund
$1.5M position · as of 2026-06-30
0.3%
Columbia Small Cap Value Discovery Fund
$8.3M position · as of 2026-07-31
0.3%
Adara Smaller Companies Fund
$2.7M position · as of 2026-05-31
0.3%
Nationwide Bailard Small Cap Value Fund
$378.8K position · as of 2026-07-31
0.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · RScott Tidey
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
$3.5M
$3.5M
$847.5K
+44%
n/a
2023
$4.0M
$4.0M
$1.2M
+45%
n/a
2022
$2.7M
$2.7M
$961.2K
-11%
n/a
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
The complete filing record, in one place.
The record shows a net $97.5K sold by insiders over 180 days, 39 funds added last quarter. Each figure is a federal filing, dated the day it went public.
HBB financials
Revenue growth
-7.3%
XBRL, annual
Net margin
4.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$610.3M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM HBB
| FY Dec 2025 | $606.9M |
| FY Dec 2024 | $654.7M |
| FY Dec 2023 | $625.6M |
| FY Dec 2022 | $640.9M |
| FY Dec 2021 | $658.4M |
| Jun 2026 | $142.6M |
| Mar 2026 | $122.0M |
| Dec 2025 | $212.9M |
| Sep 2025 | $132.8M |
| Jun 2025 | $127.8M |
| Mar 2025 | $133.4M |
| Dec 2024 | $213.5M |
| Sep 2024 | $156.7M |
At each fiscal year end
Single quarter
Net margin, TTM
+9.4%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM HBB
| FY Dec 2025 | +4.4% |
| FY Dec 2024 | +4.7% |
| FY Dec 2023 | +4.0% |
| FY Dec 2022 | +3.9% |
| FY Dec 2021 | +3.2% |
| Jun 2026 | +23.6% |
| Mar 2026 | +2.9% |
| Dec 2025 | +8.7% |
| Sep 2025 | +1.2% |
| Jun 2025 | +3.5% |
| Mar 2025 | +1.4% |
| Dec 2024 | +11.2% |
| Sep 2024 | +1.2% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$96.9M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HBB
| FY Dec 2025 | $11.0M |
| FY Dec 2024 | $62.2M |
| FY Dec 2023 | $85.2M |
| FY Dec 2022 | -$5.7M |
| FY Dec 2021 | $6.0M |
| Jun 2026 | $57.7M |
| Mar 2026 | $3.0M |
| Dec 2025 | $27.9M |
| Sep 2025 | $8.4M |
| Jun 2025 | -$31.3M |
| Mar 2025 | $6.1M |
| Dec 2024 | $29.4M |
| Sep 2024 | -$2.7M |
At each fiscal year end
Single quarter
Debt to equity
0.23x
long-term debt only, 2025-12-31 (6 months older than the period end); equity 2026-06-30
Debt to equity HBB
| FY Dec 2025 | 0.27x |
| FY Dec 2024 | 0.30x |
| FY Dec 2023 | 0.34x |
| FY Dec 2022 | 0.89x |
| FY Dec 2021 | 0.96x |
| Jun 2026 | 0.23x |
| Mar 2026 | 0.27x |
| Dec 2025 | 0.27x |
| Sep 2025 | 0.30x |
| Jun 2025 | 0.30x |
| Mar 2025 | 0.31x |
| Dec 2024 | 0.30x |
| Sep 2024 | 0.33x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.98x
TTM operating cash flow over long-term debt only, 2025-12-31 (6 months older than the period end)
Cash flow to debt HBB
| FY Dec 2025 | 0.28x |
| FY Dec 2024 | 1.31x |
| FY Dec 2023 | 1.77x |
| FY Dec 2022 | -0.03x |
| FY Dec 2021 | 0.18x |
| Jun 2026 | 1.98x |
| Mar 2026 | 0.21x |
| Dec 2025 | 0.28x |
| Sep 2025 | 0.31x |
| Jun 2025 | 0.09x |
| Mar 2025 | 1.05x |
| Dec 2024 | 1.31x |
| Sep 2024 | 1.10x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+30.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HBB
| FY Dec 2025 | +15.2% |
| FY Dec 2024 | +19.6% |
| FY Dec 2023 | +18.6% |
| FY Dec 2022 | +22.3% |
| FY Dec 2021 | +23.4% |
| Jun 2026 | +30.2% |
| Mar 2026 | +16.2% |
| Dec 2025 | +15.2% |
| Sep 2025 | +20.3% |
| Jun 2025 | +20.8% |
| Mar 2025 | +21.9% |
| Dec 2024 | +19.6% |
| Sep 2024 | +19.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+14.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HBB
| FY Dec 2025 | +6.5% |
| FY Dec 2024 | +7.7% |
| FY Dec 2023 | +6.5% |
| FY Dec 2022 | +6.6% |
| FY Dec 2021 | +5.5% |
| Jun 2026 | +14.8% |
| Mar 2026 | +7.2% |
| Dec 2025 | +6.5% |
| Sep 2025 | +8.0% |
| Jun 2025 | +8.8% |
| Mar 2025 | +8.6% |
| Dec 2024 | +7.7% |
| Sep 2024 | +6.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+31.2%
operating income after a 25.1% effective tax rate, over long-term debt only, 2025-12-31 (6 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital HBB
| FY Dec 2025 | +15.3% |
| FY Dec 2024 | +22.6% |
| FY Dec 2023 | +15.7% |
| FY Dec 2022 | +13.5% |
| FY Dec 2021 | +12.4% |
| Jun 2026 | +31.2% |
| Mar 2026 | +16.5% |
| Dec 2025 | +15.3% |
| Sep 2025 | +17.6% |
| Jun 2025 | +22.1% |
| Mar 2025 | +25.2% |
| Dec 2024 | +22.6% |
| Sep 2024 | +19.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+27.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed HBB
| FY Dec 2025 | +13.7% |
| FY Dec 2024 | +17.1% |
| FY Dec 2023 | +13.2% |
| FY Dec 2022 | +15.3% |
| FY Dec 2021 | +15.4% |
| Jun 2026 | +27.1% |
| Mar 2026 | +14.7% |
| Dec 2025 | +13.7% |
| Sep 2025 | +15.4% |
| Jun 2025 | +18.8% |
| Mar 2025 | +18.5% |
| Dec 2024 | +17.1% |
| Sep 2024 | +21.1% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
7.84x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing HBB
| FY Dec 2025 | 8.44x |
| FY Dec 2024 | 7.65x |
| FY Dec 2023 | 9.66x |
| FY Dec 2022 | 6.85x |
| FY Dec 2021 | 9.32x |
| Jun 2026 | 5.43x |
| Mar 2026 | 9.11x |
| Dec 2025 | 8.44x |
| Sep 2025 | 6.25x |
| Jun 2025 | 7.71x |
| Mar 2025 | 8.06x |
| Dec 2024 | 7.65x |
| Sep 2024 | 16.19x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value HBB
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield HBB
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.09x
P/E over trailing EPS growth of 83%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing HBB
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.36x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 0.39x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.07x |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 0.28x |
| Jun 2025 | n/a |
| Mar 2025 | 0.49x |
| Dec 2024 | 0.36x |
| Sep 2024 | 0.16x |
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.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $606.9M | $654.7M | $625.6M | $640.9M |
| Gross profit | $156.2M | $170.2M | $143.7M | $129.1M |
| Operating income | $36.6M | $43.2M | $35.1M | $38.8M |
| Net income | $26.5M | $30.8M | $25.2M | $25.3M |
| EPS (diluted) | 1.95 | 2.20 | 1.80 | 1.81 |
| Operating cash flow | $13.8M | $65.4M | $88.6M | -$3.4M |
| Cash | $47.3M | $45.6M | $15.4M | $928.0K |
| Long-term debt | $50.0M | $50.0M | $50.0M | $110.9M |
| Buybacks | $9.0M | $14.1M | $3.1M | $3.0M |
| Dividends paid | $6.4M | $6.3M | $6.1M | $5.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
HBB Stock Sonar score 6/7 axes
Find similar shapesCompareHBB ranks highest on profitability (90th percentile) and financial health (68th), and lowest on growth (19th), among Consumer Goods 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
HBB filings, in plain words
Are Hamilton Beach Brands insiders buying or selling HBB?
In the 180 days to 2026-10-28, Hamilton Beach Brands insiders were net sellers, a net $97.5K across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-28, Hamilton Beach Brands insiders were net sellers of HBB, a net $97.5K across purchases and sales reported on Form 4 by 1 seller. 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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