Legacy Housing Corporation (LEGH)

In October 2025, investor sentiment deteriorated, leading to a stock fall and a downgrade from Weiss Ratings. In August 2025, Legacy Housing reported its second-quarter earnings, exceeding analyst expectations due to the Texas market and inventory finance sales. In July 2025, Legacy Housing announced the timing of its second-quarter earnings release. In June 2025, Wall Street Zen raised Legacy Housing from a "sell" to a "hold" rating, and Texas Capital Securities issued a "Buy" rating. In May 2025, Legacy Housing reported its first-quarter financial results and announced the timing of its first-quarter earnings release.

The specific details of Legacy Housing Corp.'s demand seasonality are not explicitly provided. Generally, the housing market can experience seasonality, with demand often increasing in warmer months. The company's focus on affordable housing and its presence in the southern United States might influence its specific seasonal patterns.

Legacy Housing Corporation specializes in building, selling, and financing manufactured homes and tiny houses, operating within the Consumer Cyclicals sector. The company's mission is to provide affordable, high-quality housing solutions. Legacy Housing offers a variety of manufactured homes, tiny homes, and park models under the "Legacy" brand, along with comprehensive financing services. The company utilizes a vertically integrated business model, controlling operations from manufacturing to sales and financing.

Legacy Housing Corporation's operations are primarily focused on the southern United States. The company distributes its homes across approximately 15 states through a network of over 125 independent retail locations and 13 company-owned retail stores. They also sell directly to manufactured home communities and aim to expand its market presence, particularly in the southeastern and southwestern regions of the U.S.

Specific events directly impacting Legacy Housing Corp.'s brand reputation in the past year are not explicitly detailed. The company's focus on providing affordable, high-quality manufactured homes and its vertical integration strategy likely contribute positively to its brand image. The introduction of the "Legacy Ultimate Series" in October 2025 also indicates ongoing product innovation.

First Trust Advisors LP increased its stake in Legacy Housing by 2.6% during the second quarter of 2025. Bfsg LLC boosted its holdings by 1.0% during the second quarter of 2025. PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. decreased their holdings by 34.2% in Q1 2025. ADVISORY RESEARCH INC increased their holdings by 34.7% in Q1 2025. AWH CAPITAL, L.P. eliminated their holdings in Q1 2025. HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC increased their holdings by 93.7% in Q1 2025. BOSTON PARTNERS increased their holdings by 543.2% in Q1 2025.