Gamco Investors INC. ET AL Sells 86,150 Shares of Myers Industries, Inc. $MYE

Key Points

• Gamco Investors trimmed its stake by 86,150 shares (down 2.4%) and still holds 3,507,312 shares—about 9.38% of Myers Industries, with institutional ownership at roughly 90.82%.
• Myers beat Q4 estimates (EPS $0.31 vs. $0.23; revenue $203.97M) and cited margin improvement, but shares dropped about 5.2% on higher-than-normal volume amid concerns over valuation (PE ≈ 23x) and sustainability of margin gains.
• The company declared a quarterly dividend of $0.135 ($0.54 annualized, ~2.5% yield) with an ex-dividend date of March 13 and a payout ratio near 73%.

Gamco Investors INC. ET AL trimmed its position in Myers Industries, Inc. (NYSE:MYE - Free Report) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,507,312 shares of the industrial products company's stock after selling 86,150 shares during the quarter. Gamco Investors INC. ET AL owned approximately 9.38% of Myers Industries worth $59,414,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Semanteon Capital Management LP purchased a new position in Myers Industries during the third quarter valued at approximately $391,000. Clayton Partners LLC lifted its stake in Myers Industries by 43.8% in the 3rd quarter. Clayton Partners LLC now owns 115,000 shares of the industrial products company's stock worth $1,948,000 after purchasing an additional 35,000 shares in the last quarter. Oliver Luxxe Assets LLC bought a new position in Myers Industries in the 3rd quarter valued at $1,178,000. Barington Capital Group L.P. boosted its holdings in Myers Industries by 3.4% in the 2nd quarter. Barington Capital Group L.P. now owns 770,100 shares of the industrial products company's stock valued at $11,159,000 after purchasing an additional 25,000 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Myers Industries by 84.8% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 512,201 shares of the industrial products company's stock valued at $7,422,000 after purchasing an additional 235,030 shares in the last quarter. 90.82% of the stock is currently owned by institutional investors.

Trending Headlines about Myers Industries

Here are the key news stories impacting Myers Industries this week:

• Positive Sentiment: Q4 beat on both EPS and revenue and showed margin improvement — Company reported $0.31 EPS vs. $0.23 consensus and revenue of $203.97M vs. ~$202.6M, with commentary on margin expansion for 2025. Myers Industries Announces 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Market reaction initially modestly positive — some coverage notes the beat pushed shares up intraday before profit-taking. This shows the beat was received as credible but not enough to sustain a rally. Myers Industries beats estimates on earnings and revenue, stock edges up
• Neutral Sentiment: Full materials and transcripts are available — slides and the earnings-call transcript provide detail on segment performance and the company’s narrative on cost/margin drivers. Useful for digging into whether margin gains are sustainable. Myers Industries, Inc. (MYE) Q4 2025 Earnings Call Transcript Myers Industries, Inc. 2025 Q4 - Results - Earnings Call Presentation
• Negative Sentiment: Valuation and fundamental metrics may cap upside — MYE trades at a mid‑to‑high P/E (~29x) with a modest net margin (~3.4%) and leverage (debt/equity ~1.18), which can prompt profit-taking after a rally toward the 52-week high.
• Negative Sentiment: Stock moved lower on higher volume — the heavier-than-average trading suggests sellers dominated after the release despite the beat; investors may be awaiting clearer forward guidance or sustainability of margin gains.

Myers Industries Trading Down 5.2%

Shares of Myers Industries stock opened at $21.59 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.67 and a quick ratio of 1.09. Myers Industries, Inc. has a 1 year low of $9.06 and a 1 year high of $24.03. The firm has a market cap of $807.68 million, a PE ratio of 23.22 and a beta of 1.06. The company has a 50 day simple moving average of $20.92 and a two-hundred day simple moving average of $18.56.

Myers Industries (NYSE:MYE - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The industrial products company reported $0.31 EPS for the quarter, topping analysts' consensus estimates of $0.23 by $0.08. The firm had revenue of $203.97 million for the quarter, compared to analyst estimates of $202.60 million. Myers Industries had a net margin of 4.23% and a return on equity of 14.46%. Analysts expect that Myers Industries, Inc. will post 0.95 earnings per share for the current fiscal year.

Myers Industries Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, April 3rd. Investors of record on Friday, March 13th will be paid a $0.135 dividend. This represents a $0.54 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Friday, March 13th. Myers Industries's dividend payout ratio is currently 72.97%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on MYE. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Myers Industries in a report on Thursday, January 22nd. Zacks Research upgraded Myers Industries from a "strong sell" rating to a "hold" rating in a research report on Tuesday, December 16th. Finally, Wall Street Zen upgraded Myers Industries from a "buy" rating to a "strong-buy" rating in a research note on Friday, November 28th. One analyst has rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, Myers Industries presently has an average rating of "Hold" and a consensus price target of $21.00.

Myers Industries Profile

Myers Industries, Inc is a diversified manufacturer of polymer products serving industrial, commercial and consumer markets. The company designs, produces and markets a broad range of molded and fabricated plastic components, including pallets, bulk containers, tanks and drums used in material handling and storage applications. Myers Industries leverages proprietary polymer technologies to provide durable, reusable solutions that help customers optimize supply chain efficiency and reduce environmental impact.

Myers operates primarily through two business segments.

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