Insider Trading February 27, 2026

Patrick Industries Director Adds to Stake as Shares Slip; Analysts Lift Targets After Strong Q4

Small insider purchase comes amid recent share weakness and upbeat fourth-quarter results that prompted analyst price-target increases

By Nina Shah PATK
Patrick Industries Director Adds to Stake as Shares Slip; Analysts Lift Targets After Strong Q4
PATK

Patrick Industries Inc. director Welch M. Scott purchased 60 shares on February 27, 2026, paying $122.75 per share for a total of $7,365. The transaction occurred while the stock had fallen 9.2% over the prior week and was trading near $123.79 with a $4.1 billion market capitalization. InvestingPro flags the stock as appearing overvalued and lists additional ProTips on dividend growth and profitability trends. Separately, Patrick Industries reported fourth-quarter 2025 adjusted EPS of $0.84 on revenue of $924.17 million, beating estimates and prompting Benchmark and BMO Capital to raise price targets to $150 and $155, respectively.

Key Points

  • Director Welch M. Scott purchased 60 shares on February 27, 2026, at $122.75 per share, totaling $7,365.
  • Patrick Industries delivered stronger-than-expected Q4 2025 results - adjusted EPS $0.84 and revenue $924.17 million - prompting Benchmark and BMO Capital to raise price targets.
  • InvestingPro labels the stock as appearing overvalued and provides 10 additional ProTips on topics such as dividend growth and profitability trends.

Patrick Industries Inc. (NASDAQ: PATK) recorded a director purchase on February 27, 2026, when Welch M. Scott acquired 60 shares of the company’s common stock at $122.75 each, for an aggregate outlay of $7,365.

The trade took place as the shares had retreated roughly 9.2% over the prior week. At the time of reporting the transaction, the stock was trading near $123.79 and the company carried an implied market capitalization of about $4.1 billion.

Investment analysis available through InvestingPro classifies the stock as appearing overvalued at current price levels, and the platform highlights 10 additional ProTips for PATK, including items focused on dividend growth and profitability trends. Those signals are presented as part of the platform’s broader analytical output rather than specific guidance tied to this transaction.

Following his latest purchase, Welch M. Scott’s direct holdings stand at 31,772 shares, with an additional 3,092 shares held indirectly. The report also notes indirect ownership of 136,000 shares by his spouse.


In a separate disclosure of company results, Patrick Industries reported a robust fourth quarter for fiscal 2025. Adjusted earnings per share came in at $0.84, topping the consensus forecast of $0.72. Revenue for the quarter reached $924.17 million, above the estimated $858.62 million.

Those results triggered favorable analyst reactions. Benchmark elevated its price target on the stock to $150 while maintaining a Buy rating. BMO Capital also raised its target to $155, citing the better-than-expected fourth-quarter performance. Tristan Thomas-Martin, an analyst at BMO Capital, observed that the results were noteworthy even after the firm had previously raised its estimates.

The combination of the director purchase, the valuation assessment from InvestingPro, and the company’s stronger-than-anticipated quarter has generated visible interest among market participants and analysts. The disclosures provide a snapshot of insider behavior and external analyst sentiment but do not, by themselves, resolve the valuation questions highlighted in third-party analysis.


Summary of transaction and related company developments:

  • Director purchase: 60 shares at $122.75 on February 27, 2026 - total $7,365.
  • Director holdings after trade: 31,772 shares directly, 3,092 indirectly, plus 136,000 indirectly via spouse.
  • Share movement and market cap: down 9.2% over the prior week; trading near $123.79; market cap about $4.1 billion.
  • Company results: Q4 2025 adjusted EPS $0.84 vs $0.72 estimate; revenue $924.17 million vs $858.62 million estimate.
  • Analyst updates: Benchmark PT $150 (Buy); BMO Capital PT $155, citing stronger-than-expected results.

Risks

  • Valuation concern - InvestingPro’s analysis indicates PATK appears overvalued at current levels, which could affect investor appetite for the stock.
  • Share-price volatility - the stock fell 9.2% over the prior week, highlighting potential short-term market sensitivity that can impact holders across equity and specialty-manufacturing exposure.

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