American Vanguard Corporation (AVD)

American Vanguard received a notice from the NYSE regarding non-compliance with listing standards due to a delay in filing its Annual Report in April 2025. In Q1 2025, the company reported a decline in net sales and adjusted EBITDA, leading to a decrease in the stock price and reduced full-year guidance. In July 2025, the company reported Q2 2025 earnings with a loss per share of ($0.03), which topped analysts' consensus estimates. In August 2025, the company's stock was noted for a new minor risk related to share price stability, and its price target was decreased. In October 2025, the stock price surpassed its 200-day moving average, but institutional investors saw their holdings value drop.

Demand for American Vanguard Corp.'s agricultural products is subject to seasonal variations, influenced by agricultural cycles, weather, pest prevalence, and regulatory factors. Peak seasons for pesticide sales occur in the spring, marking the planting season, and in the fall, signifying the harvest season. The company has noted strong demand from corn growers for granular and liquid formulations.

American Vanguard Corporation is a diversified specialty and agricultural products company based in Newport Beach, California, founded in 1969. It operates in the chemical and agricultural industries, focusing on solutions for crop protection and nutrition, turf and ornamentals management, and pest control. AVD's product portfolio includes agricultural chemicals, biorational products, and precision agriculture technologies. Key brands and subsidiaries include AMVAC Chemical Corporation, AMGUARD Environmental Technologies, and others.

American Vanguard has a significant global presence, operating in the U.S., Australia, Brazil, Latin America, and Mexico. The company has expanded into 19 countries through strategic acquisitions and holds over 1,000 product registrations in 56 nations worldwide.

A significant event impacting American Vanguard's brand reputation was the EPA issuing an emergency order in August 2024 to remove DCPA (Dacthal) from the market. The removal of Dacthal impacted top-line sales by $6 million in Q1 2025, and the company is addressing EPA concerns regarding Dacthal's potential health issues. This regulatory action and the associated financial and health concerns would likely have a negative impact on the company's reputation.

American Vanguard Corporation's ownership is primarily held by institutional shareholders, owning approximately 69.55% to 71% of the company. Major institutional owners include BlackRock, Inc., Wellington Management Group Llp, Vanguard Group Inc, Dimensional Fund Advisors Lp, Cove Street Capital, LLC, and State Street Corp. Herbert A. Kraft is the largest individual shareholder, owning 74.26% of the company. CEO Douglas Kaye directly holds 1.0% of the total shares outstanding.