Insider Trading March 13, 2026

Patrick Industries COO Sells $1.53M in Stock as Analysts Lift Targets After Strong Quarter

Hugo E. Gonzalez reduced holdings by 13,514 shares on March 12, 2026; company beat Q4 2025 expectations and drew price-target increases

By Leila Farooq PATK
Patrick Industries COO Sells $1.53M in Stock as Analysts Lift Targets After Strong Quarter
PATK

Hugo E. Gonzalez, President of Powersports & Housing and Chief Operating Officer at Patrick Industries Inc. (NASDAQ: PATK), disposed of 13,514 shares on March 12, 2026, for $1.53 million. The sale occurred at a weighted average price of $113.096 per share in multiple transactions between $112.10 and $114.025. After the trades, Gonzalez directly holds 33,864 shares. InvestingPro flags the stock as overvalued relative to its Fair Value, citing a P/E of 29.3 and a $3.8 billion market capitalization. Separately, Patrick Industries topped fourth-quarter 2025 estimates on both earnings and revenue, prompting Benchmark and BMO Capital to raise price targets to $150 and $155 respectively while maintaining positive ratings.

Key Points

  • COO Hugo E. Gonzalez sold 13,514 shares on March 12, 2026, for $1.53 million at a weighted average price of $113.096; he now directly owns 33,864 shares.
  • InvestingPro’s valuation view flags PATK as overvalued versus its Fair Value, reporting a P/E of 29.3 and a market capitalization of $3.8 billion.
  • Patrick Industries outperformed fourth-quarter 2025 estimates with adjusted EPS of $0.84 and revenue of $924.17 million, prompting Benchmark and BMO Capital to raise price targets to $150 and $155, respectively.

Hugo E. Gonzalez, who serves as President of Powersports & Housing and Chief Operating Officer at Patrick Industries Inc. (NASDAQ: PATK), executed sales of company common stock on March 12, 2026, disposing of 13,514 shares for a total of $1.53 million.

The transactions were completed at a weighted average price of $113.096 per share. Trade prices in the series of transactions ranged from $112.10 to $114.025. Following these dispositions, Gonzalez retains direct ownership of 33,864 shares in Patrick Industries.

Independent valuation commentary from InvestingPro included in public reports indicates that, on its metrics, the stock appears overvalued relative to its Fair Value. The analysis cited a price-to-earnings ratio of 29.3 and placed the company’s market capitalization at $3.8 billion. Investors are directed to InvestingPro for more granular valuation figures, additional ProTips and in-depth Pro Research Reports covering PATK and other U.S. equities.

The insider sale comes amid a backdrop of solid company results. Patrick Industries reported fourth-quarter 2025 adjusted earnings per share of $0.84, outpacing consensus expectations of $0.72. Revenue for the quarter rose to $924.17 million, topping the anticipated $858.62 million.

Following the stronger-than-expected quarter, two research firms adjusted their guidance on the stock. Benchmark increased its price target to $150 while keeping a Buy rating. BMO Capital elevated its price target to $155, citing results that exceeded even its revised estimates, and maintained a constructive stance on the company. Both firms framed their moves as responses to the company’s fourth-quarter performance.

Collectively, the set of developments cited here - the insider stock sale, InvestingPro’s valuation view, and analyst price-target increases after better-than-expected quarterly results - present a mixed set of signals for shareholders and market observers. The public record notes the transaction details and the subsequent analyst reactions, but does not in itself explain the motivations behind the insider sale.


Methodology note: All figures and statements in this report are drawn from the transaction filing, InvestingPro commentary, and publicly reported fourth-quarter 2025 results and analyst updates concerning Patrick Industries.

Risks

  • Valuation risk identified by InvestingPro - the stock is characterized as overvalued relative to its Fair Value, which could affect investor expectations and market pricing.
  • The public transaction record does not disclose the motivations for Gonzalez’s sale, leaving uncertainty about whether the trades reflect personal liquidity needs, portfolio rebalancing, or other factors.
  • Analyst optimism reflected in higher price targets is based on fourth-quarter 2025 results; if future performance deviates from recent beats, those analyst views and price targets could be re-evaluated.

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