Nathan's Famous, Inc. (NATH)

Nathan's Famous, Inc. stock price has experienced some fluctuations over the past six months. As of November 28, 2025, the stock price had decreased by 11.88% over the last six months. Recent corporate actions include the announcement of a special dividend of $2.50 per share and a regular quarterly cash dividend of $0.50 per share. Nathan's Famous reported mixed results for Q2 FY2026, with earnings per share (EPS) at $1.26, down from $1.47 in the prior year, despite revenue increasing to $45.69 million from $41.11 million. There has also been speculation regarding a potential merger and acquisition with Smithfield Foods.

Demand for Nathan's Famous products and services exhibits seasonality. The annual Fourth of July Hot Dog Eating Contest underscores a peak period for hot dog consumption. The company's Branded Products Program suggests higher demand during warmer months and event seasons. Revenue from restaurant operations can be negatively impacted by adverse weather conditions, indicating a seasonal dip during less favorable weather.

Nathan's Famous, Inc. operates in the Consumer Discretionary sector, specifically in the Restaurants industry. The company's business model includes Branded Product Program, Product Licensing, and Restaurant Operations. Nathan's Famous owns and franchises restaurants and sells products bearing its trademarks. The company also engages in licensing agreements for the manufacturing, distribution, marketing, and sale of its branded products.

Nathan's Famous, Inc. operates both in the United States and internationally. Its restaurants are primarily concentrated in the Northeastern United States, but its products are marketed nationwide and in sixteen foreign territories and countries. Nathan's products are sold in approximately 78,000 locations, including supermarkets, mass merchandisers, and club stores across the United States.

Nathan's Famous has cultivated a strong brand reputation over its century-long history. The company's reputation is built on the quality of its products and its long-standing tradition. A significant contributor to its brand visibility and cultural significance is the annual Fourth of July Hot Dog Eating Contest. In the past year, Nathan's Famous continued to maintain its reputation in the competitive food industry and launched a campaign in the NYC subway system to celebrate National Hot Dog Day.

Nathan's Famous, Inc. has a diverse ownership structure, including institutional, insider, and retail investors. Institutional investors hold approximately 39.76% of the company's stock, while insiders own about 25.48%. Retail investors account for roughly 34.76% of the ownership. Howard M. Lorber is the largest individual shareholder, owning 1.13 million shares, which represents 27.75% of the company.