Marzetti (MZTI)
Makes dressings, sauces, breads and frozen foods for retailers and restaurant chains.
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Manufactures and sells dressings, dips, sauces, breads and frozen foods through U.S. Retail and Foodservice channels. Marzetti, New York Bakery, Sister Schubert’s and Bachan’s sit beside licensed restaurant products, while major retail and restaurant-chain customers anchor each channel.
Manufactures dressings, dips, sauces, breads, rolls and frozen pasta for U.S. retail and foodservice channels. Retail combines Marzetti, New York Bakery, Sister Schubert’s and Bachan’s with licensed restaurant products from Chick-fil-A, Olive Garden, Buffalo Wild Wings, Arby’s, Subway and Texas Roadhouse. Foodservice develops custom sauces, dressings, breads and rolls for national restaurant chains, largely through distributors.
Links culinary product development and restaurant relationships to retail licensing, while an integrated manufacturing, warehousing and distribution network serves both segments. Operations are concentrated in the United States and depend on retailer shelf space, restaurant-chain demand, licensed-brand relationships, agricultural inputs and food-safety compliance. Walmart anchors Retail, while Chick-fil-A is a major Foodservice account without long-term purchase commitments.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 26, 2026 | DA Davidson | Reiterate | Rating: —Target: $179 | Target: $130 |
| May 6, 2026 | Stephens | Target | Target: $160 | Target: $140 |
| Apr 27, 2026 | Stephens | Target | Target: $180 | Target: $160 |
| Feb 4, 2026 | Stephens | Target | Target: $200 | Target: $180 |
| Oct 28, 2025 | DA Davidson | Reiterate | Rating: —Target: — | Target: $179 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $161.5M · Total debt $55.6M · Total assets $1.27B · Shareholders' equity $998.5M
- Revenue
- $465.0M
- Operating income
- $54.9M
- Net income
- $48.3M
HistoryDividendAnnual yield
| Insiders | 6.67% | 1.82M shares | |
|---|---|---|---|
| 14 holders · as of Sep 11, 2026 | |||
| Strategic holders | 14.21% | 3.88M shares | |
| 2 holders · as of Feb 11, 2022 | |||
| Other | 79.12% | 21.59M shares | |
| remainder | |||
27.29M company shares as of Sep 23, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 8.46% | 2.31M | filed Feb 5, 2020 |
State Street CorporationStrategic | 5.75% | 1.57M | filed Feb 11, 2022 |
John B. Jr Gerlach1Insiderdirector, officer: Executive Chairman | 5.27% | 1.44M | filed Feb 11, 2025 |
Vanguard Portfolio ManagementInstitution | 5.14% | 1.40M | filed Jul 31, 2026 |
William Blair Investment Management, LLCInstitution | 5.06% | 1.38M | filed Feb 12, 2024 |
- John B. Jr Gerlach's transaction reports restate only vehicles that traded; the 2025 ownership statement (1.44M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Luis Viso | officer: Strategic Advisor to CEO | −997 | $100.81 |
| Jun 10, 2026 | Thomas K. Pigott | officer: VP, CFO and Asst. Secretary | +900 | $109.01 |
| Jun 11, 2026 | Luis Viso | officer: Chief Supply Chain Officer | −1,221 | $109.31 |
- Kraft Heinz
Scaled sauces, dressings, condiments, and foodservice rival
- McCormick & Company
Flavor leader across sauces, dressings, and foodservice
- Campbell's
Pasta sauces, frozen meals, bakery, and foodservice overlap
- Conagra Brands
Frozen foods, shelf-stable sauces, and foodservice competitor
- General Mills
Foodservice bakery and refrigerated / frozen dough rival
- B&G Foods
Specialty grocery, sauces, spices, and frozen-food overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Marzetti | $102.58 | −0.95% | $2.84B | 14.8 | 15.2 | 1.5 | −2.2% |
| Kraft Heinz | $23.64 | −1.52% | $28.46B | — | 11.9 | 1.1 | −1.4% |
| McCormick & Company | $48.69 | −1.48% | $13.29B | 8.2 | 15.7 | 1.8 | +16.7% |
| Campbell's | $20.10 | −0.54% | $6.03B | 15.4 | 11.7 | 0.6 | −7.9% |
| Conagra Brands | $14.63 | −1.08% | $7.08B | — | 9.9 | 0.6 | +3.6% |
| General Mills | $35.13 | −0.90% | $18.92B | — | 11.2 | 1.0 | −2.8% |
| B&G Foods | $3.01 | −1.15% | $246.7M | — | 6.2 | 0.1 | −9.7% |
| Median | 11.8 | 11.5 | 0.8 | −2.1% |