ODC · NYSE · Chemicals - Specialty

Oil-Dri (ODC)

Turns specialty mineral reserves into cat litter, purification media, and absorbent products.

$91.52
vs last close+1.64 (+1.82%)
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Oil-Dri Corporation of AmericaODC
Materials

Mines and manufactures sorbent minerals for cat litter, fluids purification, agricultural carriers, animal-health additives, industrial absorbents, and sports-field materials. Sales are organized through retail-wholesale and business-to-business groups, with operations concentrated in the U.S. and supported by processing plants and subsidiaries abroad.

Mines, manufactures, and markets absorbent and adsorbent mineral products built mainly from calcium bentonite, attapulgite, and diatomaceous shale. Retail and Wholesale Products Group covers Cat's Pride, Jonny Cat, Ultra Pet, private-label litter, industrial absorbents, and sports-field materials.

Business to Business Products Group sells purification media for edible oils, renewable diesel, jet fuel, and petroleum-based products, along with agricultural carriers and Amlan animal-health products. Ultra Pet added silica-gel crystal cat litter to the pet-care portfolio.

Operations draw on owned and leased clay reserves near U.S. manufacturing sites, with processing in Canada and England and subsidiaries in several international markets. Execution depends on mineral availability and quality, plant operations, logistics, customer retention, regulatory compliance, and a family-controlled dual-class structure.

Company facts

CEODaniel S. Jaffee
ListedDec 20, 1993
ExchangeNYSE
HeadquartersChicago, IL
CountryUnited States
Employees928
CIK0000074046
ISINUS6778641000

Market cap$1.25B
EPS (ttm)$3.84
P/E (ttm)23.41
ROE20.3%
P/B4.39
P/S2.55
Dividend yieldDiv yield0.91%
Beta0.13vs XLB 0.64

No analyst consensus on record.

Next report
Oct 8, 26
in 16 days
EPS estimate
Revenue estimate
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Dec '24Mar '25Jun '25Oct '25Dec '25Mar '26Jun '26Oct '26
Reported$1.13$0.89$0.80$0.89$1.06$0.94$1.00Pending
Estimate
Surprise

RevenueReportedEstimate

Dec '24Mar '25Jun '25Oct '25Dec '25Mar '26Jun '26Oct '26
Reported$127.9M$116.9M$115.5M$125.2M$120.5M$117.7M$126.3MPending
Estimate
Surprise
Estimate
ReportedDue Oct 8, 2026
Estimate
ReportedDue Oct 8, 2026
View details

Debt to equity19.00%
Current ratio327.70%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$113.7M$127.9M$116.9M$115.5M$125.2M$120.5M$117.7M$126.3M
Net income$8.1M$15.6M$12.3M$11.1M$12.4M$15.5M$12.6M$14.5M
Net margin7.1%12.2%10.5%9.6%9.9%12.8%10.7%11.5%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$14.1M$21.2M$17.5M$13.9M$15.6M$17.0M$15.7M$17.1M
YoY growth+10.7%+61.1%+15.3%+33.3%+11.2%−20.0%−10.2%+22.9%

Balance sheet, Apr 30, 2026Cash & short-term investments $62.9M · Total debt $54.3M · Total assets $408.8M · Shareholders' equity $285.2M

Revenue
$126.3M
Operating income
$17.1M
Net income
$14.5M
View details

Dividend yield
0.91%
Next ex-date
Nov 7, 26
estimated · in 46 days
Annual dividend
$0.82
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.155$0.155$0.155$0.18$0.18$0.205$0.205$0.225
Annual yield1.64%1.43%1.36%1.11%1.20%1.13%1.00%0.88%
Ex-dateNov 8Feb 21May 9Aug 8Nov 7Feb 20May 8Aug 7
Payment dateNov 22Mar 7May 23Aug 22Nov 21Mar 6May 22Aug 21
View details

Institutions≈ 53.70%7.78M shares
163 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders10.62%1.54M shares
15 holders · as of Apr 22, 2026
Strategic holders4.38%635.0K shares
1 holder · as of Feb 13, 2026
Other≈ 31.30%4.53M shares
remainder

14.49M company shares as of Sep 22, 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.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Daniel S. JaffeeInsiderdirector, 10 percent owner, officer: Chairman, President and CEO
7.16%1.04M Bfiled Oct 21, 2025
BlackRock, Inc.Institution
5.72%829,295as of Jun 30, 2026
Gamco Investors, Inc. et alInstitution
5.37%778,050as of Jun 30, 2026
Needham Investment Management LLCInstitution
4.73%686,000as of Jun 30, 2026
Needham Investment Management L.L.C.Strategic
4.38%635,000filed Feb 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Apr 22, 2026Ellen-Blair Chubedirector−1,390$73.06
Mar 13, 2026Paul Hindsleydirector−6,000$63.90
Oct 23, 2025Laura G. Schelandofficer: VP & GM of Consumer Products−850$60.60
Oct 22, 2025Laura G. Schelandofficer: VP & GM of Consumer Products−850$60.30
Oct 20, 2025Walter Wade Robeyofficer: VP, Ag ODC; President, Amlan−4,025$59.18
View details

  • Clorox

    Fresh Step and Scoop Away challenge branded cat litter

  • Minerals Technologies

    Specialty minerals peer across litter, purification, and feed

  • Church & Dwight

    ARM & HAMMER cat litter contests the largest pet-care pool

  • Brady

    SPC absorbents overlap in industrial spill response

  • Phibro Animal Health

    Feed-additive and mineral-nutrition overlap with Amlan

Compare

CompanyPriceChange
Oil-Dri$91.52+1.82%$1.25B23.42.6+9.4%
Clorox$87.46+3.04%$10.26B17.615.11.5−2.0%
Minerals Technologies$67.33+0.99%$2.07B10.41.0+3.7%
Church & Dwight$96.37+0.93%$22.62B30.824.73.6+1.6%
Brady$83.60−0.27%$3.95B19.512.82.4+10.0%
Phibro Animal Health$34.98+0.88%$1.41B14.210.00.9+4.8%
Median18.612.81.5+3.7%