PATRICK INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $87.50, PATRICK INDUSTRIES, INC. (PATK) is priced for +4.7% 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: 2026-08-10 (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); 2026-05-07 (items 7.01, 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.