Stocks/HURC

HURC

Hurco Companies, Inc.
Industrials·Industrial - Machinery
$17.17
$111M market cap
Revenue
$88.3M
Free Cash Flow
$3.0M
Rev Growth
+0.0%
FCF Margin
3.4%
P/FCF
37.4x
EV/FCF
25.1x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Hurco Companies, Inc., an industrial technology company, designs, manufactures, and sells computerized machine tools to companies in the metal cutting industry worldwide. The company's principal products include general-purpose computerized machine tools, including vertical and horizontal machining centers, turning centers, and toolroom machines. It also provides computer control systems and related software for press brake applications. In addition, the company offers machine tool components, a

2-Year Price History

$17.12-1.7%
$14$16$18$20$22volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q142.9-2.6-3.2-3.5-0.6-0.7-0.148.011.66.4-17.8%-433.5x--
Act2025-Q445.5-2.5-3.5-3.03.73.7-0.048.711.96.4-17.1%-108.9x--

Valuation & Metrics

Market Stats

Price$17.17
Market Cap$111M
Enterprise Value$74M
P/S Ratio1.3x
P/FCF37.4x
EV/FCF25.1x
FCF Margin (TTM)3.4%
FCF Yield2.7%
Dividend Yield (TTM)3.7%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$88.3M
Net Income$-6.5M
Free Cash Flow$3.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin-5.8%
Net Margin-7.4%
FCF Margin3.4%
CapEx % of Revenue0.1%
SBC % of Revenue0.7%
ROIC-17.5%
WC Change % Rev5.4%
Interest Coverage-176.1x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.1M
Days to Cover8.0
Change (vs Prior)-3.3%
Need at least 2 settlement dates for chart

Employees

Headcount688
Revenue / Employee$128,394
Gross Profit / Employee$23,150

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
47.1%(-2.2% YoY)
43 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
12.3%(-0.9% YoY)
8 filers
Vanguard, iShares, SPDR
Market makers
0.0%(-0.8% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BRANDES INVESTMENT PARTNERS, LP$8.7M$18.53+$1.3M+$3.2M+2.6%$14.13B
Oppenheimer & Close, LLC$6.7M$19.69+$436K+$1.6M+1.5%$159M
Brooklands Fund Management Ltd$5.2M$15.35+$712K+$5.2M+2.1%$74.8M
DIMENSIONAL FUND ADVISORS LPPassive$5.1M$20.64−$530K−$1.0M-0.4%$480.92B
AMERIPRISE FINANCIAL INC$4.0M$21.74+$44K−$721K-0.1%$430.96B
VANGUARD CAPITAL MANAGEMENT LLCPassive$3.8M$14.71+$3.8M+$3.8M$4.04T
Peapod Lane Capital LLC$3.6M$18.58+$658K+$47K-0.7%$122M
Meros Investment Management, LP$3.1M$22.63−$90K−$518K-3.1%$226M
IFP Advisors, Inc$2.9M$16.06+$130K+$219K-0.0%$4.82B
Pacific Ridge Capital Partners, LLC$2.5M$20.09+$82K−$165K-0.7%$462M
BlackRock, Inc.Passive$2.4M$19.61+$19K+$758K-0.2%$5.69T
RENAISSANCE TECHNOLOGIES LLC$1.8M$18.07+$90K+$991K+1.2%$63.91B
Invenomic Capital Management LP$1.7M$21.40−$115K−$435K-1.9%$2.17B
FEDERATED HERMES, INC.$1.3M$16.75+$108K+$229K-1.1%$61.33B
GEORGE KAISER FAMILY FOUNDATION$1.2M$16.39+$142K+$766K-1.7%$883M
DIAMOND HILL CAPITAL MANAGEMENT INC$1.0M$17.27−$20K+$1.0M-1.4%$15.99B
GEODE CAPITAL MANAGEMENT, LLCPassive$921K$20.31−$26K−$89K+2.3%$1.61T
UBS Group AG$884K$15.38+$878K+$425K-0.3%$562.11B
MARSHALL WACE, LLP$745K$15.91−$362K+$745K+0.6%$92.71B
BRIDGEWAY CAPITAL MANAGEMENT, LLC$740K$19.65+$32K+$382K-2.3%$4.93B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
+0.28%
avg per quarter
Holders (ex-self)
+0.38%
excl. this stock
Buyers (this Q)
+0.37%
22 buyers · $0.01B in
Sellers (this Q)
-1.06%
11 sellers · $0.00B out
alpha coverage: 93% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-20.9%
how holders react when this stock falls
On quiet Qs
-15.5%
−10% to +10% baseline
On rallies (+10%+)
-2.4%
how they react when this stock rises
Holders' portfolio flow this Q
-2.5%
outflows — trims may be forced
Sellers' portfolio flow this Q
-0.8%
Sellers' overall flow ~ flat.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-5.5%
Holder mid (any stock)
+0.8%
Holder rally (any stock)
-10.1%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0754K1.5M2.3M3.0M$15$17$20$23$252021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
ROYCE & ASSOCIATES LPPolar Asset Management Partners Inc.FMR LLC20KWELLINGTON MANAGEMENT GROUP LLPBRANDES INVESTMENT PARTNERS, LP591KAMERIPRISE FINANCIAL INC271KOppenheimer & Close, LLC457KPacific Ridge Capital Partners, LLC171KMeros Investment Management, LP212KBrooklands Fund Management Ltd354K

Analyst Coverage

Analyst Coverage
Analyst Ratings
1
Buy: 1Consensus: Buy

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Officers & directors
Buys ($, 12mo)
$244K
9 txns · 4 insiders · 14,270 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-12-01BUYSivanesan Janakidirector300$16.00$5K$5K
2025-09-03BUYSivanesan Janakidirector1,150$16.50$19K$614K
2025-07-02BUYDOAR MICHAELdirector, officer: Executive Chairman3,000$20.40$61K$4.62M
2025-06-27BUYDOAR MICHAELdirector, officer: Executive Chairman2,000$18.50$37K$4.13M
2025-06-24BUYDOAR MICHAELdirector, officer: Executive Chairman2,000$15.99$32K$3.54M
2025-06-24BUYSivanesan Janakidirector700$15.75$11K$11K
2025-06-23BUYDOAR MICHAELdirector, officer: Executive Chairman4,000$15.74$63K$3.45M
2025-06-13BUYJamison HaiQuynhofficer: Corporate Controller620$14.47$9K$153K
2025-06-12BUYPorter Richard R.director500$14.71$7K$292K

Order Flow (FINRA, ~3w lag)

24.4%retail+6.0pp
13.0%dark-9.3pp
week of 2026-04-13
10%20%30%40%50%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Hurco Companies: Secured Debt Trap and EBITDA-Gated Liquidity

Overall Risk
7/10
Fraud
3/10
Dilution
4/10
Insolvency
7/10
Earnings Overstated
6/10
Hidden Liabilities
5/10
Legal
4/10
Audit Warnings
4/10
Hidden Upside
2/10
Contextually Acceptable
3/10