Insider Trading February 9, 2026

Patrick Industries Director Disposes of $380K in Stock After Strong Q4 Results

John A. Forbes sold 2,704 shares on Feb. 6, 2026 as the company posted a fourth-quarter beat and analysts raised price targets

By Sofia Navarro PATK
Patrick Industries Director Disposes of $380K in Stock After Strong Q4 Results
PATK

Patrick Industries director John A. Forbes reported a sale of 2,704 common shares on February 6, 2026, according to a Form 4 filing. The transaction, executed at a weighted average price of $140.7504, generated proceeds of $380,589. The disclosure comes amid a quarter in which the company outperformed earnings and revenue expectations for Q4 2025, prompting analysts to lift price targets and maintain favorable ratings.

Key Points

  • Director John A. Forbes sold 2,704 Patrick Industries shares on February 6, 2026, at a weighted average price of $140.7504, netting $380,589.
  • Patrick Industries reported Q4 2025 adjusted EPS of $0.84 and revenue of $924.17 million, both above forecasts of $0.72 and $858.62 million respectively.
  • Benchmark and BMO Capital raised price targets to $150 and $155 respectively, maintaining Buy/Outperform ratings after the quarter's results.

John A. Forbes, a director at Patrick Industries, reported a sale of 2,704 shares of the companys common stock on February 6, 2026, according to a Form 4 filed with the Securities and Exchange Commission. The trade was executed at a weighted average price of $140.7504 and produced proceeds of $380,589.

The reported sale price for the individual shares ranged between $140.59 and $141.00. After the disposition, Forbes is recorded as directly owning 49,272 shares of Patrick Industries.

That insider movement arrives in the wake of Patrick Industries releasing its fourth-quarter 2025 results, which topped market expectations on both the bottom and top lines. The company posted adjusted earnings per share of $0.84, ahead of the $0.72 consensus. Revenue for the quarter was reported at $924.17 million, exceeding the anticipated $858.62 million.

Analysts responded to the quarterly outperformance with upward revisions to their price targets. Benchmark increased its price target to $150 while retaining a Buy rating, citing a clean beat across sales, adjusted EBITDA, and EPS metrics. BMO Capital also raised its price objective to $155 from $140 while maintaining an Outperform rating; the BMO analyst noted that the fourth-quarter results were stronger than expected, even after earlier estimate adjustments.

These developments - the director's sale and the strong quarterly performance accompanied by higher analyst price targets - provide investors with both corporate action and updated sell-side perspectives to consider. The Form 4 documents the specific share count, price range, and remaining direct ownership for Forbes, while the quarterly disclosures supply the concrete financial figures and the subsequent analyst responses.


Context and implications

The Form 4 filing offers a straightforward record of the director's sale: quantity, timing, price details, proceeds, and post-transaction ownership. Separately, the companys fourth-quarter performance and the reactions from Benchmark and BMO Capital are concrete, reported facts that reflect recent market assessments of Patrick Industries following the quarter.

Where the public record is limited, the filing does not provide a rationale for the sale, and the earnings disclosure covers only the fourth quarter of 2025. Observers must therefore rely on the documented figures and analyst commentary as reported.

Risks

  • The Form 4 notes the director's sale but does not disclose a reason, leaving interpretation of the transaction open - this pertains to investor sentiment and corporate governance monitoring.
  • Reported financials cover only the fourth quarter of 2025; future quarters are not addressed in the filing or the cited analyst comments, creating uncertainty about whether the performance trend will continue.
  • Analyst price targets and ratings can change; while Benchmark and BMO Capital increased targets and maintained positive ratings, further revisions are possible depending on subsequent company performance.

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