PATRICK INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $68.49, PATRICK INDUSTRIES, INC. (PATK) is priced for -2.6% 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.
• Patrick Industries supplies components into five cyclical end markets, recreational vehicles, marine, powersports, manufactured housing, and industrial, so its results track the demand cycle in big-ticket discretionary goods rather than any single product. • The structural growth lever is content per unit, the dollar value of Patrick parts in each RV or boat built, which rose 8% for RV and 17% for marine on a trailing-twelve-month basis even as wholesale unit shipments fell. • The biggest spec
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330 institutional managers reported holding PATK in 13F filings for the quarter ended 2026-03-31. 38 opened new positions that quarter. Held by BlackRock, FMR (Fidelity), Vanguard Group, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.1 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.
PATK has cut its share count 5.6% over the past five years, spending $174.64M on repurchases. It pays a dividend, and has for 7 years running, raised 6 years straight; the current rate is $1.90 a share annually. Cash returned over the past three years: $143.41M in dividends and $58.35M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at PATK over the trailing three years: 2025: 7 buys totaling $2.28M; 2026: 6 buys totaling $1.31M. 21 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.
PATK's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | -1.6% | -11.9% |
| 2023-11-10 | -2.3% | +25.3% |
| 2024-03-01 | +3.7% | -9.1% |
| 2024-05-10 | +6.8% | +1.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PATK's latest 8-K filings: 2026-09-10 (items 8.01, 9.01); 2026-08-10 (items 8.01, 9.01); 2026-07-30 (items 2.02, 7.01, 9.01); 2026-06-30 (items 1.01, 7.01, 9.01); 2026-05-18 (items 5.07, 8.01, 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.