FRDNasdaqSteel Works, Blast Furnaces & Rolling & Finishing MillsFiscal year ends March 31
FRIEDMAN INDUSTRIES INC
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$42.27+1.79 (+4.42%)
Close on Oct 19, 2026
- Market cap
- $295.17M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.4%
4M of 7M shares
Institutional holders
80
21 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
11 buys · 0 sales
Net bought $122.66K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 552,968 | 7.90% | 13G (passive) amendment | Dec 29, 2023 |
| De Lisle Partners LLP | 419,816 | 5.90% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 394,868 | 5.60% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FRD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 543,631 | 7.54% | $17.49M | +1,938 | 0.00% |
| De Lisle Partners LLP | 404,845 | 5.61% | $12.94M | −14,971 | 1.41% |
| BlackRock, Inc. | 394,898 | 5.47% | $12.71M | +66,405 | 0.00% |
| Gendell Jeffrey L | 354,576 | 4.92% | $11.41M | – | 0.10% |
| Vanguard Capital Management LLC | 305,664 | 4.24% | $9.84M | +17,182 | 0.00% |
| Renaissance Technologies LLC | 297,882 | 4.13% | $9.59M | −33,400 | 0.01% |
| Geode Capital Management, LLC | 172,848 | 2.40% | $5.56M | +13,348 | 0.00% |
| Acadian Asset Management LLC | 139,682 | 1.94% | $4.49K | +22,491 | 0.01% |
| Truffle Hound Capital, LLC | 116,551 | 1.62% | $3.75M | −33,449 | 0.80% |
| State Street Corp | 97,452 | 1.35% | $3.14M | +14,177 | 0.00% |
| Morgan Stanley | 91,338 | 1.27% | $2.94M | −5,452 | 0.00% |
| Bridgeway Capital Management, LLC | 85,757 | 1.19% | $2.76M | −34,098 | 0.05% |
| Mink Brook Asset Management LLC | 84,171 | 1.17% | $2.71M | −78,729 | 1.20% |
| Bank of New York Mellon Corp | 61,835 | 0.86% | $1.99M | +2,802 | 0.00% |
| Northern Trust Corp | 53,573 | 0.74% | $1.72M | −3,586 | 0.00% |
| Goldman Sachs Group Inc | 49,614 | 0.69% | $1.60M | +22,930 | 0.00% |
| Empowered Funds, LLC | 47,857 | 0.66% | $1.54M | +823 | 0.01% |
| Vanguard Portfolio Management LLC | 45,857 | 0.64% | $1.48M | +6,993 | 0.00% |
| Vanguard Fiduciary Trust Co | 44,537 | 0.62% | $1.43M | +1,987 | 0.00% |
| O'Shaughnessy Asset Management, LLC | 36,354 | 0.50% | $1.17M | −8,771 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | 4M | 53.4% | 21 / 23 | 24 / 5 | 0M | 0M |
| Q1 2026 | 65 | 4M | 52.0% | 13 / 22 | 16 / 4 | 1M | 0M |
| Q4 2025 | 57 | 4M | 51.9% | 2 / 22 | 17 / 10 | 0M | 0M |
| Q3 2025 | 65 | 4M | 52.6% | 17 / 17 | 18 / 6 | 0M | 0M |
| Q2 2025 | 54 | 4M | 51.9% | 15 / 21 | 11 / 5 | 1M | 0M |
| Q1 2025 | 44 | 3M | 45.9% | 5 / 11 | 14 / 2 | 0M | 0M |
| Q4 2024 | 41 | 3M | 44.5% | 5 / 12 | 11 / 1 | 0M | 0M |
| Q3 2024 | 37 | 3M | 40.8% | 3 / 12 | 11 / 5 | 0M | 0M |
| Q2 2024 | 40 | 3M | 40.7% | 4 / 12 | 14 / 2 | 0M | 0M |
| Q1 2024 | 38 | 3M | 43.8% | 9 / 11 | 10 / 1 | 1M | 0M |
| Q4 2023 | 30 | 2M | 33.2% | 3 / 11 | 8 / 4 | 0M | 0M |
| Q3 2023 | 31 | 2M | 32.6% | 8 / 14 | 5 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FRD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 218,084 | 3.02% | $7.02M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 174,390 | 2.42% | $5.61M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 164,384 | 2.28% | $5.47M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 81,228 | 1.13% | $2.61M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 74,028 | 1.03% | $2.46M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 65,387 | 0.91% | $2.17M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 62,791 | 0.87% | $2.09M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 60,997 | 0.85% | $1.96M | 0.01% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 60,273 | 0.84% | $2.00M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 47,857 | 0.66% | $1.54M | 0.06% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 38,016 | 0.53% | $1.26M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 34,844 | 0.48% | $814.65K | 0.00% | May 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 34,390 | 0.48% | $1.11M | 0.05% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 32,833 | 0.46% | $767.64K | 0.00% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 30,581 | 0.42% | $1.02M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mike J. Taylor | President / CEO / Director | 253,166 | 3.51% | Jun 22, 2026 |
| Gaurav Chhibbar | Chief Operating Officer | 66,400 | 0.92% | Jun 22, 2026 |
| Alex LaRue | Chief Financial Officer | 41,646 | 0.58% | Jun 22, 2026 |
| Sandra Kay Scott | Director | 10,569 | 0.15% | Dec 2, 2025 |
| Michael Donn Hanson | Director | 457 | 0.01% | Oct 3, 2025 |
| Tim Scott Stevenson | Director | 29,132 | 0.40% | Oct 3, 2025 |
| Max Alan Reichenthal | Director | 33,889 | 0.47% | Oct 3, 2025 |
| Joe L. Williams | Director | 32,702 | 0.45% | Oct 3, 2025 |
| Sharon L. Taylor | Director | 7,869 | 0.11% | Oct 3, 2025 |
| Durga D. Agrawal | Director | 27,175 | 0.38% | Jan 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alex LaRue Chief Financial Officer | Jun 3, 2026 | Award | +10,000 | – | – | 41,646 |
| Mike J. Taylor President / CEO / Director | Jun 3, 2026 | Award | +30,000 | – | – | 253,166 |
| Gaurav Chhibbar Chief Operating Officer | Jun 3, 2026 | Award | +15,000 | – | – | 66,400 |
| Gaurav Chhibbar Chief Operating Officer | Mar 18, 2026 | Buy | +400 | $16.94 | $6.78K | 51,400 |
| Mike J. Taylor President / CEO / Director | Mar 9, 2026 | Buy | +500 | $18.00 | $9.00K | 223,166 |
| Mike J. Taylor President / CEO / Director | Mar 3, 2026 | Buy | +400 | $18.00 | $7.20K | 222,666 |
| Mike J. Taylor President / CEO / Director | Feb 23, 2026 | Buy | +100 | $18.00 | $1.80K | 222,266 |
| Gaurav Chhibbar Chief Operating Officer | Feb 19, 2026 | Buy | +1,000 | $18.35 | $18.35K | 51,000 |
| Mike J. Taylor President / CEO / Director | Feb 18, 2026 | Buy | +600 | $18.75 | $11.25K | 222,166 |
| Mike J. Taylor President / CEO / Director | Dec 2, 2025 | Buy | +500 | $18.74 | $9.37K | 221,566 |
| Sandra Kay Scott Director | Dec 1, 2025 | Buy | +500 | $20.27 | $10.14K | 10,569 |
| Sandra Kay Scott Director | Nov 28, 2025 | Buy | +500 | $20.05 | $10.03K | 10,069 |
| Mike J. Taylor President / CEO / Director | Nov 24, 2025 | Buy | +1,000 | $19.47 | $19.47K | 221,066 |
| Mike J. Taylor President / CEO / Director | Nov 21, 2025 | Buy | +1,000 | $19.28 | $19.28K | 220,066 |
| Gaurav Chhibbar Chief Operating Officer | Nov 1, 2025 | Award | +50,000 | – | – | 50,000 |
| Sandra Kay Scott Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 9,569 |
| Joe L. Williams Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 32,702 |
| Michael Donn Hanson Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 457 |
| Max Alan Reichenthal Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 33,889 |
| Tim Scott Stevenson Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 29,132 |
| Sharon L. Taylor Director | Oct 1, 2025 | Award | +457 | $21.90 | $10.01K | 7,869 |
| Alex LaRue Chief Financial Officer | Apr 1, 2025 | Award | +9,331 | – | – | 31,646 |
| Mike J. Taylor President / CEO / Director | Apr 1, 2025 | Award | +49,912 | – | – | 219,066 |
| Alex LaRue Chief Financial Officer | Apr 1, 2025 | Tax withholding | −296 | $14.89 | $4.41K | 22,315 |
| Tim Scott Stevenson Director | Feb 11, 2025 | Buy | +1,500 | $17.23 | $25.85K | 28,675 |
| Sandra Kay Scott Director | Jan 29, 2025 | Buy | +500 | $14.34 | $7.17K | 9,112 |
| Sandra Kay Scott Director | Jan 28, 2025 | Buy | +500 | $14.23 | $7.12K | 8,612 |
| Sandra Kay Scott Director | Jan 27, 2025 | Buy | +700 | $14.21 | $9.95K | 8,112 |
| Mike J. Taylor President / CEO / Director | Jan 15, 2025 | Buy | +2,500 | $14.10 | $35.25K | 169,154 |
| Mike J. Taylor President / CEO / Director | Jan 14, 2025 | Buy | +520 | $14.50 | $7.54K | 166,654 |
| Mike J. Taylor President / CEO / Director | Jan 13, 2025 | Buy | +1,980 | $14.50 | $28.71K | 166,134 |
| Durga D. Agrawal Director | Jan 2, 2025 | Award | +671 | – | – | 27,175 |
| Tim Scott Stevenson Director | Jan 2, 2025 | Award | +671 | – | – | 27,175 |
| Max Alan Reichenthal Director | Jan 2, 2025 | Award | +671 | – | – | 33,432 |
| Sharon L. Taylor Director | Jan 2, 2025 | Award | +671 | – | – | 7,412 |
| Joe L. Williams Director | Jan 2, 2025 | Award | +671 | – | – | 32,245 |
| Sandra Kay Scott Director | Jan 2, 2025 | Award | +671 | – | – | 7,412 |
| Mike J. Taylor President / CEO / Director | Nov 21, 2024 | Buy | +2,000 | $13.50 | $27.00K | 164,154 |
| Max Alan Reichenthal Director | Nov 20, 2024 | Buy | +2,000 | $13.72 | $27.44K | 32,761 |
| Sharon L. Taylor Director | Nov 19, 2024 | Buy | +700 | $13.85 | $9.70K | 6,741 |
| Max Alan Reichenthal Director | Sep 18, 2024 | Buy | +2,000 | $14.00 | $28.00K | 30,761 |
| Mike J. Taylor President / CEO / Director | Sep 18, 2024 | Buy | +1,178 | $13.93 | $16.41K | 162,154 |
| Mike J. Taylor President / CEO / Director | Sep 17, 2024 | Buy | +1,322 | $13.95 | $18.44K | 160,976 |
| Mike J. Taylor President / CEO / Director | Sep 12, 2024 | Buy | +1,043 | $14.40 | $15.02K | 159,654 |
| Mike J. Taylor President / CEO / Director | Sep 11, 2024 | Buy | +569 | $14.40 | $8.19K | 158,611 |
| Mike J. Taylor President / CEO / Director | Sep 10, 2024 | Buy | +888 | $14.40 | $12.79K | 158,042 |
| Max Alan Reichenthal Director | Aug 16, 2024 | Buy | +2,000 | $14.89 | $29.78K | 28,761 |
| Joe L. Williams Director | Jul 10, 2024 | Buy | +3,000 | $14.34 | $43.02K | 31,574 |
| Mike J. Taylor President / CEO / Director | Jul 2, 2024 | Buy | +5,000 | $14.50 | $72.50K | 157,154 |
| Max Alan Reichenthal Director | Jun 26, 2024 | Buy | +2,000 | $15.00 | $30.00K | 26,761 |
| Joel Spira Director | Jun 25, 2024 | Buy | +2,000 | $14.27 | $28.54K | 16,504 |
| Mike J. Taylor President / CEO / Director | Jun 17, 2024 | Buy | +1,908 | $16.33 | $31.16K | 152,154 |
| Mike J. Taylor President / CEO / Director | Jun 14, 2024 | Buy | +3,092 | $16.36 | $50.59K | 150,246 |
| Mike J. Taylor President / CEO / Director | Jun 13, 2024 | Buy | +5,000 | $16.54 | $82.70K | 147,154 |
| Alex LaRue CFO - Secretary & Treasurer | Apr 1, 2024 | Tax withholding | −296 | $18.30 | $5.42K | 22,611 |
| Durga D. Agrawal Director | Jan 9, 2024 | Award | +641 | – | – | 26,504 |
| Tim Scott Stevenson Director | Jan 9, 2024 | Award | +641 | – | – | 26,504 |
| Max Alan Reichenthal Director | Jan 9, 2024 | Award | +641 | – | – | 24,761 |
| Joel Spira Director | Jan 9, 2024 | Award | +641 | – | – | 14,504 |
| Sandra Kay Scott Director | Jan 9, 2024 | Award | +641 | – | – | 6,741 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.