Insider Trading March 16, 2026

NACCO SVP Disposes $85,493 in Stock as Company Posts Q4 Loss

Elizabeth Loveman reduces her stake following a year of strong share gains; NACCO cites pension settlement charges in quarterly results

By Maya Rios NC
NACCO SVP Disposes $85,493 in Stock as Company Posts Q4 Loss
NC

Elizabeth Loveman, senior vice president and controller at NACCO Industries Inc (NYSE: NC), sold 1,662 shares of Class A common stock on March 13, 2026, in a Form 4 filing. The sale came as the company reported a fourth-quarter 2025 net loss tied to one-time pension settlement charges, even as revenue rose 5% year-over-year to $66.8 million. InvestingPro analysis flags the stock as overvalued relative to its Fair Value, while NACCO maintains a P/E of 21.93 and a 1.96% dividend yield.

Key Points

  • Elizabeth Loveman, NACCO Industries SVP and controller, sold 1,662 shares on March 13, 2026, per a Form 4 filing.
  • The sale was executed at $51.44 per share for total proceeds of $85,493; Loveman now directly owns 14,999 shares.
  • NACCO reported a Q4 2025 net loss of $3.8 million, or $0.52 per share, driven mainly by one-time pension settlement charges, while revenue rose 5% year-over-year to $66.8 million. InvestingPro flags the stock as overvalued, with a P/E of 21.93 and a dividend yield of 1.96%.

Elizabeth Loveman, who serves as senior vice president and controller at NACCO Industries Inc (NYSE: NC), disclosed the sale of 1,662 shares of the companys Class A common stock in a Form 4 filed with the U.S. Securities and Exchange Commission. The transaction took place on March 13, 2026.

The shares were sold at $51.44 apiece, generating proceeds of $85,493. After the disposition, Loveman directly holds 14,999 shares of NACCO Industries.

This insider sale follows a period of notable appreciation for the stock. Over the past year the shares have returned 58% to holders. At the same time, third-party analysis from InvestingPro indicates the stock currently appears overvalued relative to its Fair Value. NACCO is trading with a price-to-earnings ratio of 21.93 and pays a dividend yielding 1.96%.

Investors seeking additional data can find more on the companys valuation and a collection of extra InvestingPro tipsthe analysis references "6+ additional InvestingPro Tips"in the platforms Pro Research Report, which also notes NACCOs 56-year streak of dividend payments.


On the corporate results front, NACCO reported a fourth-quarter 2025 net loss driven primarily by one-time pension settlement charges. The company recorded a net loss of $3.8 million, or $0.52 per share, for the quarter. That contrasts with net income of $7.6 million, or $1.02 per share, in the same quarter a year earlier.

Despite the hit to the bottom line, NACCO posted a 5% increase in revenue year-over-year, with total revenue for the quarter of $66.8 million. Company commentary attributes the swing to specific financial charges rather than to an operational revenue shortfall.

Following the release of these results, the stock held steady in aftermarket trading. The release did not prompt any immediate analyst upgrades or downgrades; public commentary notes that analysts have not issued recent changes to ratings or target prices.

These developments together - an insider sale, a reported quarterly loss linked to pension settlement costs, and valuation concerns highlighted by an external analysis - present a mixed picture. The company recorded revenue growth but also absorbed material one-time charges that affected reported earnings. Market reaction after hours was muted, and there has been no change in published analyst guidance.

Investors and observers will likely watch how NACCO addresses the financial impact of pension-related charges and how those items reconcile with underlying revenue growth in coming periods.

Risks

  • One-time pension settlement charges materially affected fourth-quarter 2025 earnings - this financial impact introduces uncertainty for reported profitability and could affect investor perceptions of the industrial equity.
  • InvestingPro analysis indicates the stock is overvalued relative to its Fair Value - valuation concerns may increase downside risk for equity holders if market sentiment shifts.
  • No recent analyst upgrades or downgrades were reported - limited fresh analyst guidance may leave investors with reduced external research and consensus adjustments when evaluating NACCO shares.

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