Oil-Dri Corporation of America (ODC)

Oil-Dri Corp. of America increased its quarterly cash dividend by 14% in December 2025, marking the second increase in 2025 and the twenty-second consecutive year of increases. The company announced its Q1 fiscal year 2026 results on December 8, 2025, reporting the second-highest quarterly gross profit and net income in company history, although consolidated net sales and net income decreased by 6% year-over-year. ODC's stock gained 19.6% over the past year, outperforming the industry and the S&P 500, but declined 6.87% following the Q1 FY2026 earnings announcement. Insiders have sold more stock than they have bought in the past three months.

While specific seasonal patterns are not extensively detailed, there are indications of some seasonality and external factors influencing demand. Weather conditions and retailer-specific cycles can impact product demands, particularly in the Retail and Wholesale Products Group. Fluctuations in demand can be cyclical or market-driven rather than strictly seasonal. Tariffs have also impacted orders in the agricultural segment.

Oil-Dri Corp. of America operates in the Basic Materials sector and the Specialty Chemicals industry. Its product portfolio includes pet care products like Cat's Pride, agricultural and horticultural products such as Agsorb, industrial and automotive absorbents under the Oil-Dri brand, fluids purification aids, animal health and nutrition products including Amlan Products, and sports field conditioning products like Pro's Choice. The company operates through the Retail and Wholesale Products Group and the Business to Business Products Group.

Oil-Dri Corp. of America has a global presence with facilities primarily in North America (United States and Canada) and Europe (United Kingdom and Germany). It operates processing plants in Canada and England and has subsidiaries in Switzerland, China, Indonesia, Mexico, and Netherlands. The corporate office is located in Chicago, Illinois, with two research and development facilities in Vernon Hills, Illinois.

Oil-Dri Corp. of America maintains a positive brand reputation, supported by consistent financial performance and commitment to shareholder value. The company has a "GREAT" financial health score according to InvestingPro. Consistent dividend increases demonstrate financial strength and a commitment to returning value to stockholders. Strong earnings performance underscores operational strength. Strategic growth in lightweight cat litter and agricultural markets, along with successful integration of acquisitions, have been highlighted as positive developments.

Oil-Dri Corp. of America has a mixed ownership structure, with approximately 49% to 69.08% held by institutional investors, about 5% by insiders, and around 39% by the general public. The CEO, Daniel Jaffee, is the largest shareholder with 7.5% of shares outstanding. Major institutional owners include Gamco Investors, Inc. Et Al, BlackRock, Inc., and Vanguard Group Inc.