Cadre Holdings, Inc. $CDRE Shares Acquired by Greenhouse Funds LLLP

Greenhouse Funds LLLP lifted its position in shares of Cadre Holdings, Inc. (NYSE:CDRE) by 1.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 2,789,410 shares of the company’s stock after buying an additional 46,145 shares during the period. Cadre accounts for approximately 3.7% of Greenhouse Funds LLLP’s portfolio, making the stock its 7th largest holding. Greenhouse Funds LLLP owned approximately 6.86% of Cadre worth $101,841,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Jones Financial Companies Lllp raised its holdings in Cadre by 585.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 974 shares of the company’s stock valued at $35,000 after acquiring an additional 832 shares during the last quarter. Assetmark Inc. lifted its stake in shares of Cadre by 43.1% during the 2nd quarter. Assetmark Inc. now owns 1,395 shares of the company’s stock worth $44,000 after purchasing an additional 420 shares during the period. Huntington National Bank boosted its holdings in shares of Cadre by 33.9% during the third quarter. Huntington National Bank now owns 1,285 shares of the company’s stock worth $47,000 after purchasing an additional 325 shares during the last quarter. State of Alaska Department of Revenue acquired a new stake in shares of Cadre during the third quarter worth $74,000. Finally, Ameritas Investment Partners Inc. grew its position in shares of Cadre by 14.0% in the second quarter. Ameritas Investment Partners Inc. now owns 2,908 shares of the company’s stock valued at $93,000 after purchasing an additional 357 shares during the period. Institutional investors and hedge funds own 43.95% of the company’s stock.

Key Headlines Impacting Cadre

Here are the key news stories impacting Cadre this week:

• Positive Sentiment: Cadre said FY‑2026 revenue guidance came in above consensus and management highlighted record adjusted EBITDA and strategic progress on margin initiatives — positives that can support forward earnings power. Cadre Holdings Inc (CDRE) Q4 2025 Earnings Call Highlights: Record EBITDA and Strategic …
• Positive Sentiment: A Cadre subsidiary won roughly $86 million in contracts from General Dynamics European Land Systems — near‑term revenue/backlog upside for the business segment. Cadre Holdings Subsidiary Is Awarded $86 Million in Contracts by General Dynamics European Land Systems
• Neutral Sentiment: Full Q4 earnings materials, call transcript and slide deck published — useful for analysts to model margins, recurring revenue and segment trends but not market moving by themselves. Cadre Holdings (CDRE) Q4 2025 Earnings Transcript
• Negative Sentiment: Reported Q4 EPS of $0.27 missed consensus (~$0.47) and revenue of $167.2M missed estimates (~$183M); revenue fell ~4.9% year‑over‑year and margins pressured — the core reason for the sell‑off. Cadre (NYSE:CDRE) Misses Q4 CY2025 Revenue Estimates
• Negative Sentiment: Johnson Fistel announced a securities‑law investigation into Cadre executives on behalf of shareholders — increases legal and reputational risk and can amplify short‑term selling pressure. Cadre Holdings Shareholders Are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses

Cadre Trading Down 13.2%

Shares of CDRE opened at $35.31 on Thursday. The company has a current ratio of 3.64, a quick ratio of 2.58 and a debt-to-equity ratio of 0.87. The firm has a market capitalization of $1.44 billion, a P/E ratio of 33.00, a price-to-earnings-growth ratio of 1.37 and a beta of 1.34. The stock’s fifty day simple moving average is $42.44 and its 200 day simple moving average is $40.26. Cadre Holdings, Inc. has a twelve month low of $27.07 and a twelve month high of $48.76.

Cadre (NYSE:CDRE) last issued its earnings results on Tuesday, March 10th. The company reported $0.27 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.20). The firm had revenue of $167.22 million during the quarter, compared to analyst estimates of $182.94 million. Cadre had a net margin of 7.23% and a return on equity of 13.37%. Cadre’s revenue was down 4.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.32 EPS. On average, equities research analysts forecast that Cadre Holdings, Inc. will post 1.05 earnings per share for the current year.

Cadre Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a $0.10 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $0.40 annualized dividend and a dividend yield of 1.1%. This is an increase from Cadre’s previous quarterly dividend of $0.10. Cadre’s dividend payout ratio is presently 37.38%.

Analysts Set New Price Targets

Several research firms recently commented on CDRE. Wall Street Zen upgraded Cadre from a “buy” rating to a “strong-buy” rating in a research note on Saturday, February 7th. Roth Mkm lifted their price target on Cadre from $49.00 to $50.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Lake Street Capital reaffirmed a “buy” rating and set a $53.00 price objective on shares of Cadre in a research note on Wednesday, February 4th. CJS Securities upgraded shares of Cadre to a “strong-buy” rating in a report on Thursday, December 11th. Finally, Zacks Research cut shares of Cadre from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, March 4th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $43.00.

About Cadre

Cadre (NYSE:CDRE) is a technology‐driven real estate investment platform that offers accredited and institutional investors direct access to institutional‐grade commercial properties. Established in 2014, Cadre leverages a data-centric approach to identify, underwrite and manage investments in multifamily, office, retail and industrial assets across major U.S. markets. The firm’s platform is designed to streamline the investment process, from deal sourcing and due diligence to ongoing asset management and reporting.

Through its online marketplace, Cadre provides a curated selection of equity and preferred equity offerings, allowing investors to participate in individual properties or diversify across a managed portfolio.