Lawrence Erik Kurzius, identified as a ten percent owner of McCormick & Co. Inc. (NYSE: MKC), carried out a pair of opposing transactions in the companys stock on February 12, 2026. Kurzius sold 50,000 shares of Common Stock - Voting at $71.63 per share, producing proceeds of $3,581,500. On the same day he purchased 50,000 shares of Common Stock - Voting at $49.025 per share, spending $2,451,250.
Following the sale, Kurziuss direct holdings in McCormick fell to 296,992 shares. The identical share counts in the sale and purchase actions, executed at materially different prices on the same date, resulted in a net reduction in cash proceeds for Kurzius when both legs are compared.
Separately, McCormick released its fourth-quarter 2025 financial results. The company reported earnings per share of $0.86, which missed the forecast of $0.87. Revenue for the quarter came in at $1.85 billion, slightly above the anticipated $1.84 billion.
Analyst responses to McCormicks results included adjustments to price targets. Stifel reduced its price target to $65 from $71 and left its rating at Hold, citing higher-than-expected costs as a key factor in the earnings shortfall. TD Cowen trimmed its price target to $75 from $82 while maintaining a Buy rating, noting that McCormicks fiscal 2026 guidance was below Street expectations. These moves reflect analyst concern about margin pressure and conservative forward guidance despite a modest top-line beat.
The disclosed insider transactions and the companys quarterly performance together present a mixed signal for McCormick. The insider activity shows simultaneous selling and buying at different price points, and company results show a revenue beat paired with an EPS miss that has prompted analysts to lower targets amid reported cost pressures and subdued guidance.
Summary - A ten percent owner of McCormick sold and bought equal numbers of shares on the same day at different prices, and the company reported a quarter with revenue modestly above expectations but EPS below estimates, prompting analyst target reductions.