Van Berkom & Associates Inc. Has $55.94 Million Stake in Floor & Decor Holdings, Inc. $FND

Key Points

• Van Berkom & Associates raised its stake in Floor & Decor by 6.8% to 918,743 shares—worth $55.94 million and representing about 0.85% of the company—after buying 58,856 shares in the quarter.
• Floor & Decor missed April-quarter estimates with $0.37 EPS (vs. $0.42) and $1.15B revenue (vs. $1.19B), issued FY2026 guidance of $1.83–2.08 EPS, and has seen multiple analyst cuts leaving a consensus rating of Hold and a $60.74 price target.
• Signals are mixed from insiders and institutions: CEO Bradley Paulsen bought 5,000 shares while EVP Ersan Sayman sold 15,200, and several large funds (e.g., Capital World, Principal, State Street, Wasatch, MFS) materially increased their positions.

Van Berkom & Associates Inc. raised its stake in shares of Floor & Decor Holdings, Inc. (NYSE:FND - Free Report) by 6.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 918,743 shares of the company's stock after purchasing an additional 58,856 shares during the period. Van Berkom & Associates Inc. owned 0.85% of Floor & Decor worth $55,942,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Capital World Investors raised its position in Floor & Decor by 37.2% during the 3rd quarter. Capital World Investors now owns 6,914,316 shares of the company's stock worth $509,589,000 after purchasing an additional 1,872,892 shares during the last quarter. Principal Financial Group Inc. raised its position in Floor & Decor by 46.0% during the 3rd quarter. Principal Financial Group Inc. now owns 6,398,431 shares of the company's stock worth $471,567,000 after purchasing an additional 2,015,999 shares during the last quarter. State Street Corp raised its position in Floor & Decor by 1.1% during the 2nd quarter. State Street Corp now owns 3,811,571 shares of the company's stock worth $289,527,000 after purchasing an additional 42,636 shares during the last quarter. Wasatch Advisors LP raised its position in Floor & Decor by 19.2% during the 2nd quarter. Wasatch Advisors LP now owns 2,717,183 shares of the company's stock worth $206,397,000 after purchasing an additional 437,396 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its position in Floor & Decor by 161.1% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,893,048 shares of the company's stock worth $115,268,000 after purchasing an additional 1,168,084 shares during the last quarter.

Analyst Ratings Changes

Several brokerages recently issued reports on FND. Zelman & Associates lowered their target price on Floor & Decor from $80.00 to $65.00 and set a "neutral" rating for the company in a research report on Friday, April 17th. Citigroup lowered their target price on Floor & Decor from $60.00 to $52.00 and set a "neutral" rating for the company in a research report on Friday. Mizuho lowered their target price on Floor & Decor from $76.00 to $72.00 and set a "neutral" rating for the company in a research report on Friday, February 20th. Barclays lowered their price objective on Floor & Decor from $77.00 to $63.00 and set an "equal weight" rating for the company in a research report on Friday, April 24th. Finally, Telsey Advisory Group lowered their price objective on Floor & Decor from $80.00 to $61.00 and set an "outperform" rating for the company in a research report on Friday. Five investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Floor & Decor presently has an average rating of "Hold" and a consensus price target of $60.74.

Floor & Decor Price Performance

Shares of FND opened at $48.27 on Tuesday. The stock has a 50-day moving average of $55.44 and a 200-day moving average of $62.39. The company has a market cap of $5.21 billion, a PE ratio of 26.23, a P/E/G ratio of 3.19 and a beta of 1.63. Floor & Decor Holdings, Inc. has a one year low of $46.47 and a one year high of $92.40.

Floor & Decor (NYSE:FND - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $0.37 EPS for the quarter, missing the consensus estimate of $0.42 by ($0.05). The firm had revenue of $1.15 billion during the quarter, compared to analyst estimates of $1.19 billion. Floor & Decor had a net margin of 4.27% and a return on equity of 8.38%. The business's quarterly revenue was down .7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.46 earnings per share. Floor & Decor has set its FY 2026 guidance at 1.830-2.080 EPS. Analysts expect that Floor & Decor Holdings, Inc. will post 1.98 EPS for the current fiscal year.

Insider Buying and Selling at Floor & Decor

In other Floor & Decor news, EVP Ersan Sayman sold 15,200 shares of Floor & Decor stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $48.28, for a total transaction of $733,856.00. Following the completion of the transaction, the executive vice president owned 71,676 shares in the company, valued at approximately $3,460,517.28. The trade was a 17.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Bradley Paulsen purchased 5,000 shares of the business's stock in a transaction on Monday, May 4th. The shares were bought at an average price of $50.25 per share, with a total value of $251,250.00. Following the purchase, the chief executive officer directly owned 85,010 shares in the company, valued at approximately $4,271,752.50. The trade was a 6.25% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.80% of the company's stock.

Key Stories Impacting Floor & Decor

Here are the key news stories impacting Floor & Decor this week:

• Positive Sentiment: Truist Financial reiterated its Buy rating on FND, supporting institutional demand and providing a cushioning signal amid recent weakness. Truist Keeps Buy Rating on Floor & Decor
• Positive Sentiment: CEO Bradley Paulsen bought 5,000 shares (~$50.25 avg), a meaningful insider purchase that signals management confidence in the business. CEO Insider Buy
• Positive Sentiment: CFO Bryan Langley purchased 2,500 shares (~$48.69 avg), another insider buy that partially offsets selling and can be viewed as a near-term positive for sentiment. CFO Insider Buy
• Neutral Sentiment: Company fundamentals reminder — FND reported April-quarter EPS and revenue that missed consensus and provided FY2026 EPS guidance of $1.83–2.08; these numbers set the context for current analyst revisions. MarketBeat Company Summary
• Negative Sentiment: EVP Ersan Sayman sold 15,200 shares at ~ $48.28 — a sizable insider sale that may amplify bearish sentiment alongside other outflows. EVP Insider Sale
• Negative Sentiment: Multiple analysts cut targets or flagged weaker near-term prospects after the quarter (Citigroup, Wells Fargo and Telsey commentary), increasing selling pressure and weighing on momentum. Citigroup Note Wells Fargo Note Telsey Note

About Floor & Decor

Founded in 2000 and headquartered in Atlanta, Floor & Decor Holdings Inc is a specialty retailer focused on hard surface flooring and related accessories in the United States. The company serves both professional installers and do-it-yourself customers through a growing network of warehouse-format stores and a comprehensive e-commerce platform.

Floor & Decor’s product offering spans ceramic and porcelain tile, engineered and solid hardwood, laminate, luxury vinyl plank and tile, natural stone and a full suite of installation materials such as grout, mortars and underlayment.

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