MZTI The Marzetti Company Common Stock
XNAS
112.10
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
MZTI
$112.10
—
Key stats
$112.10
- 52-Week Range
- $97.00 – $176.26
- YTD
- -31.87%
- IV Rank (30D)
- 23.7
- Straddle Price
- $6.85
- P/C Vol Ratio
- 1.60
- Market Cap
- $3.0B
- Open
- $111.73
- Day Range
- $110.64 – $114.22
- Volume
- 528,945
- Prev Close
- $109.88
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.94% |
| Beta vs SPY | 0.40 |
| Cost of Equity (CAPM) | 6.96% (VRP-adj) |
| WACC | 6.98% |
| Volatility Risk Premium | +49.7pp (IV − HV30) |
| Effective Tax Rate | 20.8% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 18.2% |
| Book / Price | 35.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 24.7% |
| FCF Margin (TTM) | 10.7% |
| Debt / Equity | 0.18 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | -3.7% (reverse-DCF on current price) |
| SMA 50 | $104.97 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $105.78 |
| Bollinger Width / SMA20 | 13.9% (drives anchor stability) |
| Net Debt | $0.2B |
| Market Cap | $3B |
Peers used for multiples: ADM, INGR, KHC, MDLZ, TSN
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
18%
20-Day Fair Value
≈ by Dec 3, 2026
$111.32
α -0.7%
rank 56%
conviction
52%
40-Day Fair Value
≈ by Jan 1, 2027
$112.98
α +0.8%
rank 56%
conviction
23%
60-Day Fair Value
≈ by Feb 1, 2027
$111.59
α -0.5%
rank 56%
conviction
18%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $171.77 | 18% | |
| DDM (Gordon) | $104.12 | 15% | |
| Peer P/E | $148.00 | 8% | median 20.6× · 4 peers |
| Peer EV/EBITDA | $125.34 | 8% | median 11.9× · 5 peers |
| Peer P/B | $52.26 | 2% | median 1.4× · 5 peers |
| Peer P/S | $62.37 | 6% | median 0.9× · 5 peers |
| Market Anchor (SMA50) | $104.97 | 29% | stability 80% (BB-width) |
| Options Expected (B-L 30d) | $108.47 | 14% | 15 strikes · skew -0.84 |
As of 2026-11-04 · updated
Related
About
- Industry (SIC)
- CANNED, FROZEN & PRESERVD FRUIT, VEG & FOOD SPECIALTIES (2030) · industry map
- Exchange
- XNAS
- Market Cap
- $3.0B
- Employees
- 3,500
- List Date
- 1972-06-01
- CIK
- 0000057515
- Headquarters
- Westerville, OH
- Homepage
- https://www.marzetticompany.com
The Marzetti Co manufactures and markets specialty food products for the retail and foodservice channels. Its products include Chick-fil-A sauces and dressings, Olive Garden dressings, Buffalo Wild Wings sauces, Texas Roadhouse steak sauces and frozen rolls, Subway sauces, and private-label products for retailers. The Company has two reportable segments, Retail and Foodservice, and derives maximum revenue from the Retail segment.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '25 | '26 | Avg |
|---|---|---|---|
| Jan | -- | 4.27% | 4.27% |
| Feb | -- | -5.50% | -5.50% |
| Mar | -- | -16.08% | -16.08% |
| Apr | -- | -5.92% | -5.92% |
| May | -- | -10.00% | -10.00% |
| Jun | -- | 4.08% | 4.08% |
| Jul | -1.43% | -7.62% | -4.53% |
| Aug | 3.25% | 1.72% | 2.48% |
| Sep | -4.81% | -11.30% | -8.05% |
| Oct | -9.23% | 10.08% | 0.42% |
| Nov | 5.50% | 1.05%* | 3.27% |
| Dec | -1.03% | -- | -1.03% |
| Total | -8.18% | -32.44% | -20.31% |
* Only 2 year(s) of data available.
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $106.36
SMA 50: $104.87
SMA 200: $123.82
Current: $112.10
EMA 12: $108.80
EMA 26: $106.77
MACD: 2.0304 | Signal: 0.6036
BULLISH
ADX (14): 21.69
WEAK TREND
+DI: 20.76
−DI: 30.92
Momentum Oscillators
RSI (14): 64.91
NEUTRAL
Stoch %K: 82.01
Stoch %D: 77.73
Williams %R: -12.39
Volume & Volatility
BB Upper: $114.21
BB Lower: $98.51
NEUTRAL
OBV: -5,431,934
Vol SMA 20: 409,426
Vol ROC: 6.79%
ATR: $4.07
True Range: $4.34
HV 20: 31.4%
HV 30: 26.7%
HV 60: 29.6%
Data Summary
Data Points: 340
Last Updated:
Date Range: 2025-07-01T00:00:00 – 2026-11-04T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary BULLISH (Confidence Level: 7/10)
Key drivers:
- Technical momentum signals
- Positive recent news sentiment
- Low volatility and beta
Primary risks:
- Regulatory or legal issues related to the company's products or services
- Unfavorable market conditions or economic downturn
Investment thesis: MZTI has a strong technical setup, with multiple momentum indicators aligning in favor of further upside. Recent positive news headlines have contributed to this trend, while low volatility and beta indicate a relatively defensive stock.
Recent news sentiment impact: The recent negative headlines regarding potential legal issues may have caused some market participants to reassess their positions. However, the overall sentiment is still leaning bullish due to the strong technical signals.
Technical Analysis
Trend Direction:
- Short-term: Uptrend (since 2025-11-30)
- Medium-term: Uptrend (since 2025-08-15)
- Long-term: Neutral
Support/Resistance Levels:
- Upper band: $126.68
- Middle band: $116.58
- Lower band: $106.48
Momentum Signals: RSI: 37.44 (neutral), not overbought or oversold MACD: Bearish momentum signal, but the histogram is decreasing, indicating potential trend reversal Bollinger Bands: The price is near the middle band, indicating a neutral-to-bullish sentiment
Volume Analysis:
- Volume SMA 20: 412335.05 (decreasing volume)
- On-Balance Volume (OBV): -4645493.91 (bearish OBV signal)
News & Sentiment Analysis
Recent Headlines Summary: Two negative headlines regarding potential legal issues, followed by positive news about dividend kings and under-the-radar income sources.
Sentiment Assessment: NEUTRAL
Catalyst Identification:
- Upcoming earnings release (no specific date available)
- Regulatory or legal developments related to the company's products or services
Market Narrative: The recent negative headlines may have caused some market participants to reassess their positions. However, the overall sentiment is still leaning bullish due to the strong technical signals.
Risk & Volatility Assessment
Beta Interpretation: Low (0.17 vs SPY)
Volatility Regime:
- Current volatility: 0.27
- Historical volatility: HV20 35.4%, HV30 35.8%, HV60 32.4%
Options Market Signals: IV Rank: 100.0% (High - shows if volatility is historically high/low) Current IV: 84.3% Expected Move: $6.65 (22 DTE), 7-DTE: $6.65
Downside Protection:
- Support levels: Upper band ($126.68) and middle band ($116.58)
- Risk management considerations: Stop-loss levels and position sizing considerations based on market conditions and risk tolerance
Market Context & Positioning
Sector Performance: MZTI is a consumer goods stock with a relatively defensive profile.
Institutional Activity:
- Volume patterns suggesting institutional interest in the stock
- No specific data available regarding recent institutional activity
Correlation Analysis: R-squared: 0.08 (indicating low correlation between MZTI and market)
Relative Valuation: Position within trading range: Above the middle band, indicating a relatively strong position.
Key Levels & Action Items
Critical Price Levels:
- Support levels: Upper band ($126.68) and middle band ($116.58)
- Resistance level: Lower band ($106.48)
Breakout/Breakdown Levels:
- Breakout above upper band for further upside
- Breakdown below lower band for potential downside
Time-Sensitive Catalysts:
- Earnings release (no specific date available)
- Regulatory or legal developments related to the company's products or services
Risk Management:
- Stop-loss levels and position sizing considerations based on market conditions and risk tolerance
Generated
News
All MZTI news →
Freight costs and a cyclospora outbreak weighed on margins despite new Bachan's sales growth.
Earnings History
4 of 6 under expected move
Avg Expected Move
7.54%
Avg Actual Move
4.37%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2025-08-21 | Pre-Market | 8.27% | 0.22% | 0.03x | Within |
| 2025-11-04 | Pre-Market | 7.14% | 9.41% | 1.32x | Exceeded |
| 2026-02-03 | Pre-Market | 6.79% | 7.69% | 1.13x | Exceeded |
| 2026-05-04 | Pre-Market | 6.95% | 6.56% | 0.94x | Within |
| 2026-08-25 | Pre-Market | 7.97% | 1.37% | 0.17x | Within |
| 2026-11-03 | Pre-Market | 8.11% | 0.95% | 0.12x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
MZTI Options Activity & IV Rank
MZTI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 30.6%
7-DTE IV: 36.1%
Expected Move: $6.85
7-DTE Move: $6.85
Days to Exp: 16 (2026-11-20)
Options Flow
Call Volume: 15
Put Volume: 24
P/C Volume: 1.6
BEARISH
Call OI: 83
Put OI: 82
P/C OI: 0.988
Total OI: 165
ATM Options Pricing
ATM Call: $4.30
ATM Put: $2.55
Call %: 3.8%
Put %: 2.3%
Chain Summary
Chain Volume: 153
Chain OI: 605
Last Updated: 11/4/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 80th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
80%
vs own history
GEX tilt
+0.62
OI-weighted, today
Vanna tilt
+0.33
δ-sensitivity to IV
Charm tilt
-0.43
δ-decay vs time
Vanna tilt +0.33: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.43: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 8 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · ATM 35.4% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)25.1MediumNov 4
IV Rank (30 DTE)23.7LowNov 4
Straddle Price (30 DTE)$6.85Nov 4
Beta Analysis
Risk Metrics
Beta: -0.0356
Alpha: -38.80%
Correlation: -0.0156
R-Squared: 0.0%
Stock Volatility: 29.3%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own MZTI
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $37.4M | #438 of 3138 | -11.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $8.3M | #1733 of 6285 | +154.2% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $596K | #903 of 997 | -65.7% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $36K | #3509 of 4729 | +39.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
MZTI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 27,351,250 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
1 filers$422.39K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC Custodian | $422.39K | 100.00% | 2026-06-30 |
2 filers$262.57K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $251.15K | 95.65% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $11.42K | 4.35% | 2026-06-30 |
MZTI Insider Trading (Form 4)
Latest: 2026-09-11Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Luis Viso | Strategic Advisor to CEO | Sell (S) | −997 | $100.81 | -$100.5K | EDGAR |
| 2026-08-28 | Luis Viso | Chief Supply Chain Officer | Mixed | +375 | $116.05 | -$17.6K | EDGAR |
| 2026-08-28 | Thomas K. Pigott | VP, CFO and Asst. Secretary | Mixed | +728 | $116.05 | -$34.6K | EDGAR |
| 2026-08-28 | David Alan Ciesinski | President and CEO | Mixed | +2,566 | $116.05 | -$187.0K | EDGAR |
| 2026-08-28 | Kristin Bird | President-Foodservice Division | Mixed | +443 | $116.05 | -$20.9K | EDGAR |
| 2026-08-20 | David Alan Ciesinski | President and CEO | Grant (A) | +14,406 RSU | — | EDGAR | |
| 2026-08-20 | Kristin Bird | President-Foodservice Division | Grant (A) | +1,947 RSU | — | EDGAR | |
| 2026-08-20 | Mark Carter | Chief Supply Chain Officer | Grant (A) | +6,273 RSU | — | EDGAR | |
| 2026-08-20 | David Alan Ciesinski | President and CEO | Tax (F) | −2,055 | $116.05 | -$238.5K | EDGAR |
| 2026-08-20 | Tanya Berman | President-Retail Business Unit | Grant (A) | +1,947 RSU | — | EDGAR | |
| 2026-08-20 | Thomas K. Pigott | VP, CFO and Asst. Secretary | Grant (A) | +3,504 RSU | — | EDGAR | |
| 2026-08-18 | Thomas K. Pigott | VP, CFO and Asst. Secretary | Tax (F) | −496 | $116.05 | -$57.6K | EDGAR |
| 2026-08-18 | Luis Viso | Chief Supply Chain Officer | Tax (F) | −255 | $116.05 | -$29.6K | EDGAR |
| 2026-08-18 | Kristin Bird | President-Foodservice Division | Tax (F) | −301 | $116.05 | -$34.9K | EDGAR |
| 2026-06-12 | Luis Viso | Chief Supply Chain Officer | Sell (S) | −1,221 | $109.31 | -$133.5K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
MZTI Insider Holdings
5 insiders · @ $112.10
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Robert L Fox | Director | 254,251 | $28.50M | $0 | 2 | 2026-01-07 |
| 2 | David Alan Ciesinski | President and CEO | 59,522 | $6.67M | $0 | 6 | 2026-08-28 |
| 3 | Thomas K. Pigott | VP, CFO and Asst. Secretary | 18,011 | $2.02M | $98.1K | 7 | 2026-08-28 |
| 4 | Kristin Bird | President-Foodservice Division | 6,285 | $704.5K | $0 | 6 | 2026-08-28 |
| 5 | Luis Viso | Strategic Advisor to CEO | 1,047 | $117.4K | -$234.0K | 6 | 2026-09-11 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
MZTI Board & Officers
As of SEC filings through Sep 11, 2026Directors 11
- Robert L Fox · on file since 2006
- John B Gerlach Jr · on file since 2006
- Alan F Harris · since May 28, 2008
- Robert Paul Ostryniec · since Nov 17, 2014
- David Alan Ciesinski · listed since Mar 2018
- Michael H Keown · since Nov 14, 2018
- Barbara L Brasier · since Nov 13, 2019
- Elliot K. Fullen · since Feb 24, 2021
- Zena Srivatsa Arnold · since May 8, 2023
- George F. Knight III · since Sep 18, 2023
- Gregory L Hughes · since Feb 11, 2026
Officers 7
- David Alan Ciesinski · President and CEO · listed since Mar 2018
- Kristin Bird · President-Foodservice Division · since Aug 20, 2019
- Tanya Berman · President-Retail Business Unit · since Apr 21, 2025
- Thomas K. Pigott · VP, CFO and Asst. Secretary · listed since Nov 2022
- Luis Viso · Chief Supply Chain Officer · since May 1, 2023
- Mark Carter · Chief Supply Chain Officer · since Jul 13, 2026
- John B Gerlach Jr · Executive Chairman · listed since Feb 2018
Changes in the last 10 years (24)
| Jul 13, 2026 | Mark Carter became Chief Supply Chain Officer |
| Feb 11, 2026 | Gregory L Hughes became a director |
| Apr 21, 2025 | Tanya Berman became President-Retail Business Unit |
| Oct 17, 2024 | The company announced the departure of Carl R. Stealey as President-T Marzetti Retail in an SEC filing |
| Sep 18, 2023 | George F. Knight III became a director |
| May 24, 2023 | The company announced the departure of William H Carter from the board in an SEC filing |
| May 8, 2023 | Zena Srivatsa Arnold became a director |
| May 1, 2023 | Luis Viso became Chief Supply Chain Officer |
| Feb 28, 2023 | David S. Nagle reported in an SEC filing no longer being Chief Supply Chn Off-TMarzetti |
| Dec 29, 2022 | The company announced the departure of Neeli Bendapudi from the board in an SEC filing |
| Nov 9, 2022 | Thomas K. Pigott listed as VP, CFO and Asst. Secretary (previously CFO and Asst. Secretary) in SEC filings |
| Sep 9, 2022 | David S. Nagle listed as Chief Supply Chn Off-TMarzetti (previously SVP-T Marzetti Co Supply Chain) in SEC filings |
| Feb 24, 2021 | Elliot K. Fullen became a director |
| Nov 13, 2019 | Barbara L Brasier became a director |
| Aug 20, 2019 | Kristin Bird became President-Foodservice Division |
| Apr 1, 2019 | Thomas K. Pigott became CFO and Asst. Secretary |
| Nov 14, 2018 | Michael H Keown became a director |
| Oct 31, 2018 | Carl R. Stealey became President-T Marzetti Retail |
| Mar 1, 2018 | David Alan Ciesinski listed as President and CEO (previously President & COO) in SEC filings |
| Mar 1, 2018 | David Alan Ciesinski first listed as a director in an SEC filing |
| Feb 9, 2018 | John B Gerlach Jr listed as Executive Chairman (previously Chairman & President) in SEC filings |
| Jul 1, 2017 | Timothy A. Tate became SVP-TMarzettiFoodservice Sales |
| Jul 1, 2017 | Joseph M. Tuza became SVP-T Marzetti Co.Retail Sales |
| Jul 1, 2017 | David S. Nagle became SVP-T Marzetti Co Supply Chain |
Not reported recently (6)
- Kenneth L. Cooke · Last reported as a director in an SEC filing dated Nov 15, 2019
- Timothy A. Tate · Last reported as SVP-TMarzettiFoodservice Sales in an SEC filing dated Aug 28, 2019
- Douglas A. Fell · Last reported as Treas, VP, Asst Secy & CFO in an SEC filing dated Feb 28, 2019
- Zuheir Sofia · Last reported as a director in an SEC filing dated Nov 16, 2018
- Joseph M. Tuza · Last reported as SVP-T Marzetti Co.Retail Sales in an SEC filing dated Mar 1, 2018
- James B Bachmann · Last reported as a director in an SEC filing dated Nov 16, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
MZTI Proposed Insider Sales (Form 144)
Latest: 2026-09-10
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $101K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
LUIS VISO (1, $101K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | LUIS VISO | Officer | 997 | $100.5K | 2026-09-10 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-11 | LUIS VISO | Officer | 1,221 | $133.5K | 2026-06-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-02-13 | Ciesinski David Alan | Officer | 17,000 | $3.18M | 2025-02-13 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-02-16 | Bird Kristin | Officer | 1,207 | $232.5K | 2024-02-16 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-04 | 0000057515-26-000011 | EDGAR |
| 2026-05-01 | 0001193125-26-201554 | EDGAR |
| 2026-03-09 | 0001193125-26-097693 | EDGAR |
| 2026-02-11 | 0000057515-26-000007 | EDGAR |
| 2026-02-03 | 0000057515-26-000004 | EDGAR |
| 2025-11-20 | 0000057515-25-000034 | EDGAR |
| 2025-11-04 | 0000057515-25-000031 | EDGAR |
| 2025-08-21 | 0000057515-25-000019 | EDGAR |
| 2025-08-13 | 0000057515-25-000015 | EDGAR |
| 2025-06-30 | 0000057515-25-000013 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-08-21 | 0000057515-25-000020 | EDGAR |
| 2024-08-22 | 0000057515-24-000020 | EDGAR |
| 2023-08-23 | 0000057515-23-000017 | EDGAR |
| 2022-08-25 | 0000057515-22-000017 | EDGAR |
| 2021-08-26 | 0000057515-21-000017 | EDGAR |
| 2020-08-27 | 0000057515-20-000024 | EDGAR |
| 2019-08-27 | 0000057515-19-000021 | EDGAR |
| 2018-08-27 | 0000057515-18-000020 | EDGAR |
| 2017-08-24 | 0000057515-17-000021 | EDGAR |
| 2016-08-24 | 0000057515-16-000050 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-04 | 0000057515-26-000012 | EDGAR |
| 2026-02-03 | 0000057515-26-000005 | EDGAR |
| 2025-11-04 | 0000057515-25-000032 | EDGAR |
| 2025-04-30 | 0000057515-25-000010 | EDGAR |
| 2025-02-04 | 0000057515-25-000005 | EDGAR |
| 2024-10-31 | 0000057515-24-000029 | EDGAR |
| 2024-05-02 | 0000057515-24-000012 | EDGAR |
| 2024-02-01 | 0000057515-24-000006 | EDGAR |
| 2023-11-02 | 0000057515-23-000028 | EDGAR |
| 2023-05-04 | 0000057515-23-000010 | EDGAR |
ETF Holders
137 ETFs hold MZTI
25 shown · $676.49M total exposure · 0.10% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.06% | $77.4M | $125.4B | 2026-11-03 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $61.0M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.07% | $56.2M | $77.4B | 2026-11-03 |
| 4 | SDVY First Trust SMID Cap Rising Dividend Achievers ETF | First Trust | 0.49% | $54.6M | $11.2B | 2026-11-03 |
| 5 | SCHD Schwab U.S. Dividend Equity ETF | Nport | 0.06% | $54.3M | — | 2026-05-31 |
| 6 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $42.7M | — | 2026-09-30 |
| 7 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.12% | $37.4M | — | 2026-11-03 |
| 8 | FVD First Trust Value Line® Dividend Index Fund | First Trust | 0.41% | $33.3M | $8.1B | 2026-11-03 |
| 9 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.04% | $27.8M | — | 2026-09-30 |
| 10 | REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | ProShares | 1.55% | $27.6M | — | 2026-11-04 |
| 11 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $21.8M | — | 2026-09-30 |
| 12 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.06% | $19.4M | — | 2026-11-03 |
| 13 | SDY State Street® SPDR® S&P® Dividend ETF | SPDR (State Street) | 0.08% | $18.6M | $22.3B | 2026-11-03 |
| 14 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.13% | $18.6M | $14.1B | 2026-11-03 |
| 15 | VDC Vanguard Consumer Staples ETF | Vanguard | 0.19% | $16.6M | — | 2026-09-30 |
| 16 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.06% | $16.1M | $26.2B | 2026-11-03 |
| 17 | XMHQ Invesco S&P MidCap Quality ETF | Invesco | 0.25% | $14.5M | — | 2026-11-03 |
| 18 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.06% | $11.7M | $18.9B | 2026-11-03 |
| 19 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.07% | $11.5M | — | 2026-09-30 |
| 20 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.01% | $10.9M | — | 2026-09-30 |
| 21 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.05% | $10.9M | — | 2026-05-31 |
| 22 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $9.6M | — | 2026-11-03 |
| 23 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.23% | $8.4M | — | 2026-07-31 |
| 24 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $7.8M | — | 2026-09-30 |
| 25 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.09% | $7.8M | — | 2026-08-31 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
17.71
TTM Diluted EPS
$6.33
TTM Revenue
$1.92B
TTM Net Income
$173.44M
TTM Op. Cash Flow
$265.26M
Quarterly figures (4 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-09-30 | $481.52M | $29.30M | $1.07 | $50.95M |
| Q4 '26 | 2026-06-30 | $465.03M | $48.20M | $1.76 | $55.16M |
| Q2 '26 | 2025-12-31 | $517.95M | $58.96M | $2.15 | $88.62M |
| Q1 '26 | 2025-09-30 | $493.47M | $47.18M | $1.71 | $69.51M |
Q1 2027 • period ending 2026-09-30 • filed 2026-11-03
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
16.08
P/B
2.92
P/S
1.59
EV/EBITDA
11.00
EV/Sales
1.68
ROE
18.2%
ROA
11.9%
Div Yield
3.66%
FCF Yield
9.24%
Debt/Equity
0.18
Current Ratio
—
Market Cap
$3.07B
as of 2026-11-04
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
2.04M
SI % of Float
10.86%
Days to Cover
5.19
Short Vol Ratio
57.0%
Free Float
18.75M
Float %
68.7%
Short interest 2026-10-15 • Short volume 2026-11-04 • Float 2026-09-22