Insider Trading February 13, 2026

Mueller Industries Director Disposes $527,037 in Shares as Firm Posts Mixed Quarter

Director Scott Jay Goldman sold 4,430 shares on Feb. 13, 2026; company fundamentals and analyst responses show a mixed reception

By Jordan Park MLI
Mueller Industries Director Disposes $527,037 in Shares as Firm Posts Mixed Quarter
MLI

A Mueller Industries director sold 4,430 shares on February 13, 2026, for $118.97 apiece, totaling $527,037. The transaction leaves the director with 41,645 shares. Market metrics and recent earnings results present a mixed picture: solid cash relative to debt, a low PEG ratio, long-standing dividends, but a fourth-quarter revenue beat that missed estimates and contracting margins.

Key Points

  • Director sale of 4,430 shares for $527,037 executed on February 13, 2026, leaving the director with 41,645 shares - impacts investor perception of insider liquidity.
  • Company fundamentals show more cash than debt, a PEG ratio of 0.59, and 22 consecutive years of dividend payments - relevant to income and value-oriented investors and the broader manufacturing sector.
  • Fourth-quarter 2025 results were mixed: revenue rose but missed estimates, margins contracted, and the stock dropped nearly 9% pre-market after the report; an analyst raised the price target to $130 while keeping a Buy rating.

Director Scott Jay Goldman executed a sale of 4,430 shares of Mueller Industries Inc (NYSE:MLI) common stock on February 13, 2026, according to a Form 4 filing with the Securities and Exchange Commission. The shares changed hands at $118.97 per share, producing a total transaction value of $527,037.

Following the sale, Goldman retains direct ownership of 41,645 shares of Mueller Industries. The filing notes the sale was carried out as a routine transaction. The sale was signed by Anthony J. Steinriede, Attorney-in-Fact, on February 13, 2026.


On the market metrics side, Mueller Industries is reported to have a market capitalization of $13.25 billion and has delivered a 49% return over the past year. The company currently trades at a price-to-earnings ratio of 17.4.

Third-party analysis from InvestingPro, cited in the filing disclosure, characterizes Mueller Industries as holding more cash than debt on its balance sheet. InvestingPro also highlights a low price-to-earnings ratio relative to near-term earnings growth, reflected in a PEG ratio of 0.59. The research notes that Mueller has maintained dividend payments for 22 consecutive years and assigns the company an overall financial health rating of "GREAT," citing strong cash flow and profitability scores. InvestingPro additionally offers 10 further tips intended to help investors evaluate the company's prospects.


Recent company operating results add context to the insider sale. Mueller Industries reported fourth-quarter earnings for 2025 that showed an increase in revenue, but the results nevertheless missed analysts' estimates. The company encountered a challenging market environment during the period, and its profit margins contracted.

In the aftermath of that earnings release, Freedom Capital Markets described the quarter as a "solid finish to the year" and adjusted its view by raising its price target on Mueller Industries to $130 from $121 while maintaining a Buy rating. Despite the increased price target, the stock fell nearly 9% in pre-market trading immediately following the announcement.

These developments present a mixed set of signals for investors: robust balance-sheet indicators and a multi-decade dividend record on one hand, and an earnings miss with compressed margins and a sharp short-term share-price reaction on the other.


Summary of the transaction and context:

  • Insider sale: 4,430 shares sold at $118.97 on February 13, 2026, totaling $527,037.
  • Post-sale holdings: Director Scott Jay Goldman owns 41,645 shares.
  • Corporate snapshot: $13.25 billion market cap, 49% one-year return, P/E 17.4, PEG 0.59, 22 consecutive years of dividends.
  • Earnings context: Q4 2025 revenue increased but missed estimates; margins contracted; price target raised to $130 by Freedom Capital Markets with a Buy rating; near-term stock reaction was a roughly 9% pre-market drop.

Risks

  • Earnings execution risk - Mueller Industries' Q4 2025 missed estimates despite revenue growth and reported margin contraction, which could affect sentiment in the industrials and manufacturing sectors.
  • Market reaction risk - The roughly 9% pre-market share decline after the earnings release indicates potential volatility in the stock and sensitivity to quarterly results in public markets.
  • Analyst and investor divergence - While one analyst raised the price target and kept a Buy rating, the earnings miss and margin compression create uncertainty about near-term performance in equity and dividend-oriented investor segments.

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