Turtle Creek Asset Management buys $634,762 in JELD-WEN stock

Published 15/01/2025, 22:44
Turtle Creek Asset Management buys $634,762 in JELD-WEN stock

Turtle Creek Asset Management Inc., a Toronto-based investment firm, recently acquired a significant amount of common stock in JELD-WEN (NYSE:JELD) Holding, Inc. (NYSE:JELD). According to a filing with the Securities and Exchange Commission, Turtle Creek purchased a total of 75,000 shares on January 13, 2025, at a weighted average price of $8.4635 per share. This acquisition represents a total investment of approximately $634,762. The stock has since shown strong momentum, gaining over 16% in the past week to trade at $9.38. According to InvestingPro analysis, the company currently trades slightly above its Fair Value.

The shares were acquired through various funds managed by Turtle Creek, including the Turtle Creek Equity Fund, Turtle Creek Investment Fund, Turtle Creek United States Equity Fund, Turtle Creek North American Equity Fund, and Turtle Creek Synthetic PE Fund. The firm now holds a substantial number of shares across these funds, indicating continued confidence in JELD-WEN's business prospects. With a market capitalization of $793 million and a healthy current ratio of 2.03, InvestingPro data reveals the company maintains strong liquidity. Analysts have set price targets ranging from $7 to $20, suggesting significant potential volatility ahead.

JELD-WEN Holding, headquartered in Charlotte, North Carolina, is a leading manufacturer of millwork, veneer, plywood, and structural wood members. The company is publicly traded on the New York Stock Exchange under the ticker symbol JELD. Discover more comprehensive insights and 13 additional ProTips about JELD-WEN's financial health and market position in the detailed Pro Research Report, available exclusively on InvestingPro.

In other recent news, JELD-WEN Holding, Inc. has seen significant developments in its operations and financial performance. The company has sold its Towanda facility to Woodgrain Inc. for approximately $115 million, a move expected to reduce JELD-WEN's annual revenue by $150 million to $200 million and EBITDA by $25 million to $50 million in the year following the transaction's completion. This sale has been accompanied by a 13% year-over-year decrease in revenue, dropping to $935 million, and a decline in the company's adjusted EBITDA to $82 million. In response to these developments, analysts at Loop Capital and RBC Capital have reduced their price targets for JELD-WEN, with RBC Capital maintaining an Underperform rating and Loop Capital maintaining a Hold rating. In addition, Kevin Lilly, Executive Vice President of Global Transformation, has departed from the company, retaining rights to continued vesting of restricted stock units, performance share units, and stock options. These are the recent developments in JELD-WEN's financial status and strategic direction.

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