Legacy Housing (LEGH)
Builds manufactured homes and pairs sales with dealer, consumer, and community financing.
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Manufactures Legacy-brand homes and tiny houses, sells through independent dealers, company stores, and direct community channels, and earns financing income from dealers, buyers, and manufactured-home communities. Operations are concentrated in the southern United States, with one reportable segment and a recent shift back toward core manufacturing.
Builds Legacy-brand manufactured homes and tiny houses, then sells them through independent retailers, company-owned Heritage Housing stores, Tiny House Outlet, AmeriCasa, and direct manufactured-home-community channels. The factories are in Texas and Georgia, while sales are concentrated in the southern United States.
Pairs product sales with financing for dealers, consumers, and community owners, so the loan book and distribution network are central to how homes move through the system. AmeriCasa adds another retail and service channel without changing the one-segment structure.
Execution depends on factory output, dealer demand, community-owner purchases, credit performance, and public-company control remediation. Recent leadership changes returned co-founder Kenneth E. Shipley to the interim CEO role and put renewed emphasis on core manufacturing.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Nov 11, 2025 | CJS Securities | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $29.0M · Total debt $1.1M · Total assets $615.7M · Shareholders' equity $562.2M
- Revenue
- $66.3M
- Operating income
- $26.5M
- Net income
- $23.5M
No dividends on record.
| Institutions | ≈ 41.13% | 9.78M shares | |
|---|---|---|---|
| 124 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 97.14% | 23.10M shares | |
| 11 holders · as of Aug 26, 2026 | |||
| Strategic holders | 11.19% | 2.66M shares | |
| 2 holders · as of Feb 12, 2025 | |||
| Adds to | 149.46% | ||
23.78M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 149.46%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
D. HodgsonInsider | 27.10% | 6.44M | filed Jul 21, 2022 |
Curtis D. HodgsonInsider | 17.55% | 4.17M | filed Feb 5, 2025 |
E. ShipleyInsider | 13.99% | 3.33M | filed Jul 21, 2022 |
Kenneth E. ShipleyInsiderdirector, 10 percent owner, officer: Executive Vice President | 12.59% | 2.99M | filed Feb 5, 2025 |
Douglas M. ShipleyInsider10 percent owner | 12.14% | 2.89M | filed Feb 5, 2025 |
Insider tradesForm 4
No open-market trades in the last 12 months.
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Legacy Housing | $29.07 | +0.31% | $689.2M | 13.5 | 12.8 | 3.8 | +32.2% |
| Champion Homes | $86.94 | −2.14% | $4.88B | 26.0 | 23.5 | 1.8 | +1.3% |
| Cavco Industries | $549.89 | −1.52% | $4.30B | 24.3 | 23.0 | 1.9 | +9.5% |
| UMH | $15.55 | −1.58% | $1.35B | 87.8 | 111.7 | 5.0 | +7.5% |
| D.R. Horton | $141.65 | −1.71% | $40.31B | 13.7 | 12.7 | 1.2 | +0.0% |
| Median | 25.1 | 23.3 | 1.8 | +4.4% |