MOHAWK INDUSTRIES INC
In the published model solve dated 2026-Q2, anchored at $135.69, MOHAWK INDUSTRIES INC (MHK) is priced for +13.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Mohawk is the scaled flooring manufacturer across three segments that the latest 10-K reports as Global Ceramic, Flooring North America, and Flooring Rest of the World at ⟦"40%, 34% and 26%, respectively, of the Company's total revenue"⟧, which makes the stock a leveraged bet on the housing and renovation cycle rather than on any single product. • The most important number is profitability through the cycle: trailing operating margin near 4.6% and return on equity around 4.9% reflect a trough
Is MHK overvalued? See what's priced in →
447 institutional managers reported holding MHK in 13F filings for the quarter ended 2026-03-31. Together they hold about 85% of the company; the top 10 hold 49%. 68 opened new positions that quarter. Held by BlackRock, Vanguard Group, AQR Capital, among others. On the short side, 4.9M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (7.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
MHK has cut its share count 11.6% over the past five years, spending $1.32B on repurchases. It pays no dividend. Cash returned over the past three years: $377.30M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at MHK over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
MHK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | -7.8% | -19.8% |
| 2023-10-28 | -2.1% | +35.1% |
| 2024-02-24 | -0.8% | +0.4% |
| 2024-04-27 | +3.6% | -1.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
MHK's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-06-11 (items 5.02, 7.01, 9.01); 2026-05-21 (items 5.02, 5.07, 9.01); 2026-05-13 (items 1.01, 2.03, 9.01); 2026-04-30 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.