Alico, Inc. (ALCO)

Alico, Inc.'s stock has increased by 53.45% over the last 12 months and 20.56% in the past six months. As of April 10, 2026, ALCO's stock price crossed above its 200-day moving average. The company reported revenue of $1.89 million and a net loss of $3.5 million for the first quarter of fiscal year 2026. Despite the earnings miss, the company closed $7.7 million in land sales during the first quarter and an additional $26.8 million sale in January 2026. Analyst ratings have been mixed, with Wall Street Zen downgrading Alico to a "sell" rating and Weiss Ratings reiterating a "sell (d)" rating. Overall, the stock currently holds an average "Hold" rating from analysts.

Alico, Inc.'s business has historically been subject to the seasonality of its citrus operations, including fluctuations in earnings due to market supply and prices for citrus. With the company's strategic shift towards a diversified land company model, demand seasonality will also be influenced by land sales, leasing activities, and other agricultural products. The new diversified model aims to create diversified revenue streams, potentially mitigating some of the historical seasonality associated solely with citrus.

Alico, Inc. is a Florida-based agribusiness and land management holding company with over 125 years of history. It operates through Alico Citrus and Land Management and Other Operations. Alico Citrus, historically a major citrus producer, is discontinuing traditional citrus crop operations to focus on a diversified land company model. The company is shifting its focus to strategic land development and diversified agricultural operations, leveraging its land portfolio. The Land Management and Other Operations segment includes land leasing, cattle operations, sugarcane production, and sod farming. Alico's sector is Consumer Defensive, including Farm Products, Consumer Packaged Goods, Agriculture, and Environmental services.

Alico, Inc. owns approximately 49,537 to 51,300 acres of land across eight Florida counties: Charlotte, Collier, DeSoto, Glades, Hardee, Hendry, Highlands, and Polk. The company also holds approximately 46,900 acres of mineral rights throughout Florida. Its operations are primarily concentrated within North America, specifically in Florida.

Alico, Inc. maintains a brand reputation rooted in its long history as an agribusiness and land management company. The company emphasizes its commitment to responsible land stewardship and conservation. The company's strategic transformation away from traditional citrus operations has been a significant event, framed as unlocking value from its land portfolio and maintaining its commitment to the Florida agricultural community. No specific events negatively impacting Alico, Inc.'s brand reputation beyond the operational challenges in its citrus business leading to the strategic pivot were found.

Alico, Inc.'s ownership is a mix of institutional, insider, and retail investors. Approximately 58.95% of the company's stock is held by institutional investors, 20.55% by insiders. Major institutional shareholders include Gate City Capital Management, Llc, BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, Pacific Ridge Capital Partners, LLC, CM Management, LLC, Morgan Stanley, Geode Capital Management, Llc, Peapod Lane Capital LLC, State Street Corp, Invesco Ltd., Millennium Management LLC, AQR Capital Management LLC, and Rodgers Brothers Inc. George Brokaw owns the most shares among individual investors.