LNNNYSEFarm Machinery & EquipmentFiscal year ends August 31
LINDSAY CORP
Financials through Q3 FY2026, quarter ended May 31, 2026Last filing: 10-K on Oct 22, 2026
$106.49−0.87 (-0.81%)
Close on Oct 19, 2026
- Market cap
- $1.10B
- P/E (TTM)
- 20.4
- Dividend yield
- 1.36%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
11M of 10M shares
Institutional holders
234
38 new, 31 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| / Neuberger Berman Group LLC | 815,299 | 7.39% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 664,748 | 6.35% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 555,966 | 5.31% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 1,895,086 | 17.20% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LNN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,771,897 | 17.42% | $219.36M | +32,834 | 0.00% |
| Neuberger Berman Group LLC | 911,884 | 8.97% | $112.89M | +7,606 | 0.08% |
| Vanguard Portfolio Management LLC | 653,281 | 6.42% | $80.88M | −2,351 | 0.00% |
| State Street Corp | 493,297 | 4.85% | $61.07M | +71,784 | 0.00% |
| Vanguard Capital Management LLC | 466,733 | 4.59% | $57.78M | −8,579 | 0.00% |
| Amundi | 423,312 | 4.16% | $52.38M | +165,745 | 0.01% |
| Dimensional Fund Advisors LP | 408,322 | 4.02% | $50.55M | +55,978 | 0.01% |
| American Century Companies Inc | 337,837 | 3.32% | $41.82M | +120,156 | 0.02% |
| Geode Capital Management, LLC | 281,657 | 2.77% | $34.88M | +16,902 | 0.00% |
| Two Sigma Investments, LP | 281,172 | 2.77% | $34.81M | +170,199 | 0.03% |
| KBC Group NV | 268,511 | 2.64% | $33.24K | −385 | 0.07% |
| T. Rowe Price Investment Management, Inc. | 245,753 | 2.42% | $30.43K | +34,691 | 0.02% |
| Royce & Associates LP | 236,721 | 2.33% | $29.31M | +13,120 | 0.24% |
| Legal & General Group Plc | 190,122 | 1.87% | $23.54M | +13,282 | 0.00% |
| Invesco Ltd. | 179,388 | 1.76% | $22.21M | −835 | 0.00% |
| Nuance Investments, LLC | 179,283 | 1.76% | $22.20M | +17,561 | 3.78% |
| Morgan Stanley | 160,013 | 1.57% | $19.81M | +33,087 | 0.00% |
| Charles Schwab Investment Management Inc | 142,401 | 1.40% | $17.63M | +6,085 | 0.00% |
| Millennium Management LLC | 142,274 | 1.40% | $17.61M | +118,802 | 0.01% |
| Northern Trust Corp | 111,753 | 1.10% | $13.84M | +4,383 | 0.00% |
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 | 234 | 11M | 100.0% | 38 / 94 | 67 / 31 | 2M | 1M |
| Q1 2026 | 232 | 10M | 98.0% | 37 / 81 | 81 / 28 | 2M | 1M |
| Q4 2025 | 227 | 10M | 100.0% | 35 / 72 | 91 / 48 | 1M | 2M |
| Q3 2025 | 241 | 11M | 100.0% | 35 / 83 | 80 / 34 | 1M | 1M |
| Q2 2025 | 240 | 11M | 100.0% | 47 / 74 | 80 / 26 | 1M | 1M |
| Q1 2025 | 221 | 11M | 100.0% | 38 / 71 | 75 / 18 | 1M | 1M |
| Q4 2024 | 203 | 10M | 100.0% | 28 / 72 | 67 / 21 | 1M | 1M |
| Q3 2024 | 199 | 10M | 100.0% | 19 / 69 | 73 / 21 | 2M | 0M |
| Q2 2024 | 202 | 10M | 100.0% | 27 / 68 | 73 / 22 | 1M | 1M |
| Q1 2024 | 199 | 11M | 100.0% | 28 / 55 | 89 / 39 | 1M | 1M |
| Q4 2023 | 210 | 10M | 100.0% | 28 / 76 | 77 / 17 | 1M | 1M |
| Q3 2023 | 200 | 10M | 95.1% | 22 / 64 | 79 / 25 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LNN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 626,464 | 6.16% | $77.56M | 0.07% | Jun 30, 2026 |
| Neuberger Genesis Fund | 533,584 | 5.25% | $58.32M | 0.79% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 328,872 | 3.23% | $40.71M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 268,318 | 2.64% | $33.22M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 238,683 | 2.35% | $29.55M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 233,935 | 2.30% | $25.57M | 0.09% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 136,753 | 1.34% | $16.93M | 0.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 119,706 | 1.18% | $14.82M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 113,723 | 1.12% | $12.60M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 96,582 | 0.95% | $11.96M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 95,375 | 0.94% | $11.81M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 89,455 | 0.88% | $11.07M | 0.14% | Jun 30, 2026 |
| Invesco Water Resources ETF | 81,118 | 0.80% | $8.99M | 0.45% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 74,254 | 0.73% | $9.19M | 0.08% | Jun 30, 2026 |
| Nuance Mid Cap Value Fund | 72,345 | 0.71% | $8.02M | 2.72% | 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 |
|---|---|---|---|---|
| Randy A. Wood | President and CEO, Director | 42,180 | 0.41% | Nov 4, 2025 |
| Brett Richard Coburn | VP & Chief Accounting Officer | 1,651 | 0.02% | Jan 13, 2026 |
| Brian James Magnusson | President - Irrigation | 5,623 | 0.06% | Dec 3, 2025 |
| James Scott Marion | President - Infrastructure | 8,328 | 0.08% | Nov 4, 2025 |
| Brian L. Ketcham | Senior Vice President and CFO | 10,986 | 0.11% | Nov 4, 2025 |
| Gustavo E. Oberto | President - Irrigation | 6,897 | 0.07% | Nov 4, 2025 |
| Samuel S. Hinrichsen | Senior Vice President | 2,674 | 0.03% | Nov 4, 2025 |
| Consuelo E. Madere | Director | 7,668 | 0.08% | Jan 8, 2026 |
| Michael Christodolou | Director | 15,822 | 0.16% | Jan 8, 2026 |
| Mary A. Lindsey | Director | 6,808 | 0.07% | Jan 8, 2026 |
| Si Pablo Di | Director | 6,034 | 0.06% | Jan 8, 2026 |
| David B. Rayburn | Director | 10,799 | 0.11% | Jan 8, 2026 |
| Robert E. Brunner | Director | 8,750 | 0.09% | Jan 8, 2026 |
| Jahidul Huq Khandaker | Director | 1,335 | 0.01% | Jan 8, 2026 |
| Ibrahim Gokcen | Director | 3,687 | 0.04% | Jan 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brett Richard Coburn VP & Chief Accounting Officer | Jan 12, 2026 | Award | +162 | – | – | 1,651 |
| Consuelo E. Madere Director | Jan 6, 2026 | Award | +1,046 | – | – | 7,668 |
| Mary A. Lindsey Director | Jan 6, 2026 | Award | +1,046 | – | – | 6,808 |
| David B. Rayburn Director | Jan 6, 2026 | Award | +1,046 | – | – | 10,799 |
| Si Pablo Di Director | Jan 6, 2026 | Award | +684 | – | – | 6,034 |
| Si Pablo Di Director | Jan 6, 2026 | Award | +1,046 | – | – | 5,350 |
| Robert E. Brunner Director | Jan 6, 2026 | Award | +1,046 | – | – | 3,594 |
| Jahidul Huq Khandaker Director | Jan 6, 2026 | Award | +1,046 | – | – | 1,335 |
| Michael Christodolou Director | Jan 6, 2026 | Award | +1,046 | – | – | 15,822 |
| Brian James Magnusson President - Irrigation | Dec 1, 2025 | Award | +427 | – | – | 5,623 |
| Samuel S. Hinrichsen Senior Vice President | Nov 3, 2025 | Award | +2,674 | – | – | 2,674 |
| James Scott Marion President - Infrastructure | Nov 1, 2025 | Tax withholding | −546 | $111.24 | $60.74K | 8,328 |
| James Scott Marion President - Infrastructure | Nov 1, 2025 | Award | +499 | – | – | 8,874 |
| Randy A. Wood President and CEO, Director | Nov 1, 2025 | Tax withholding | −3,297 | $111.24 | $366.76K | 42,180 |
| Randy A. Wood President and CEO, Director | Nov 1, 2025 | Award | +2,958 | – | – | 45,477 |
| Gustavo E. Oberto President - Irrigation | Nov 1, 2025 | Tax withholding | −546 | $111.24 | $60.74K | 6,897 |
| Gustavo E. Oberto President - Irrigation | Nov 1, 2025 | Award | +499 | – | – | 7,443 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 1, 2025 | Tax withholding | −813 | $111.24 | $90.44K | 9,576 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 1, 2025 | Award | +768 | – | – | 10,389 |
| Gustavo E. Oberto President - Irrigation | Oct 27, 2025 | Award | +983 | – | – | 6,907 |
| James Scott Marion President - Infrastructure | Oct 27, 2025 | Award | +983 | – | – | 8,375 |
| Randy A. Wood President and CEO, Director | Oct 27, 2025 | Award | +6,555 | – | – | 42,519 |
| Jahidul Huq Khandaker Director | Oct 21, 2025 | Award | +289 | – | – | 289 |
| Robert E. Brunner Director | Aug 13, 2025 | Sale | −1,332 | $142.08 | $189.25K | 2,548 |
| Robert E. Brunner Director | Aug 13, 2025 | Sale | −1,856 | $142.08 | $263.70K | 3,274 |
| Brian L. Ketcham Senior Vice President and CFO | Jul 1, 2025 | Sale | −3,999 | $149.09 | $596.21K | 9,621 |
| Brian L. Ketcham Senior Vice President and CFO | Jul 1, 2025 | Option exercise | +3,999 | $78.23 | $312.84K | 13,620 |
| Si Pablo Di Director | May 12, 2025 | Sale | −640 | $138.29 | $88.51K | 4,304 |
| Randy A. Wood President and CEO, Director | Jan 30, 2025 | Option exercise | +3,840 | $91.56 | $351.59K | 43,407 |
| Randy A. Wood President and CEO, Director | Jan 30, 2025 | Option exercise | +3,809 | $78.23 | $297.98K | 39,567 |
| Randy A. Wood President and CEO, Director | Jan 30, 2025 | Sale | −3,727 | $135.25 | $504.08K | 39,680 |
| Randy A. Wood President and CEO, Director | Jan 30, 2025 | Sale | −3,922 | $135.95 | $533.20K | 35,758 |
| Si Pablo Di Director | Jan 8, 2025 | Award | +973 | – | – | 4,295 |
| Si Pablo Di Director | Jan 8, 2025 | Award | +649 | – | – | 4,944 |
| Mary A. Lindsey Director | Jan 8, 2025 | Award | +973 | – | – | 5,762 |
| Robert E. Brunner Director | Jan 8, 2025 | Award | +973 | – | – | 3,880 |
| Michael Christodolou Director | Jan 8, 2025 | Award | +973 | – | – | 14,776 |
| Ibrahim Gokcen Director | Jan 8, 2025 | Award | +973 | – | – | 3,687 |
| David B. Rayburn Director | Jan 8, 2025 | Award | +973 | – | – | 9,753 |
| Consuelo E. Madere Director | Jan 8, 2025 | Award | +973 | – | – | 6,622 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 15, 2024 | Sale | −1,500 | $123.50 | $185.25K | 9,621 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 14, 2024 | Sale | −500 | $123.91 | $61.96K | 13,121 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 14, 2024 | Sale | −2,000 | $125.25 | $250.50K | 11,121 |
| Si Pablo Di Director | Nov 6, 2024 | Sale | −111 | $132.91 | $14.75K | 3,322 |
| Randy A. Wood President and CEO, Director | Nov 1, 2024 | Tax withholding | −4,173 | $119.79 | $499.88K | 35,758 |
| Randy A. Wood President and CEO, Director | Nov 1, 2024 | Award | +5,996 | – | – | 39,931 |
| Gustavo E. Oberto President - Irrigation | Nov 1, 2024 | Tax withholding | −584 | $119.79 | $69.96K | 5,778 |
| Gustavo E. Oberto President - Irrigation | Nov 1, 2024 | Award | +770 | – | – | 6,362 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 1, 2024 | Tax withholding | −1,027 | $119.79 | $123.02K | 13,621 |
| Brian L. Ketcham Senior Vice President and CFO | Nov 1, 2024 | Award | +1,455 | – | – | 14,648 |
| James Scott Marion President - Infrastructure | Nov 1, 2024 | Award | +770 | – | – | 7,976 |
| James Scott Marion President - Infrastructure | Nov 1, 2024 | Tax withholding | −584 | $119.79 | $69.96K | 7,392 |
| Brian L. Ketcham Senior Vice President and CFO | Oct 28, 2024 | Award | +1,341 | – | – | 13,193 |
| Randy A. Wood President and CEO, Director | Oct 28, 2024 | Award | +6,190 | – | – | 33,935 |
| Gustavo E. Oberto President - Irrigation | Oct 28, 2024 | Award | +928 | – | – | 5,558 |
| James Scott Marion President - Infrastructure | Oct 28, 2024 | Award | +928 | – | – | 7,206 |
| James Scott Marion President - Infrastructure | Jul 15, 2024 | Sale | −700 | $119.00 | $83.30K | 6,278 |
| Michael Christodolou Director | Jan 9, 2024 | Award | +907 | – | – | 13,803 |
| Mary A. Lindsey Director | Jan 9, 2024 | Award | +907 | – | – | 4,789 |
| Robert E. Brunner Director | Jan 9, 2024 | Award | +907 | – | – | 2,907 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| E. Brunner Robert Director | Aug 13, 2025 | 3,188 | $452.13K | Aug 13, 2025 | Compensation |
| L. Ketcham Brian Officer | Jul 1, 2025 | 3,999 | $596.19K | Jul 1, 2025 | Stock Option Exercise |
| Di Si Pablo Director | May 12, 2025 | 640 | $88.51K | May 12, 2025 | Restricted Stock |
| Wood Randy Officer, Director | Jan 30, 2025 | 7,649 | $1.04M | Jan 30, 2025 | Stock Option Exercise |
| Scott Marion James Officer | Jul 15, 2024 | 700 | $83.30K | Jul 15, 2024 | Restricted Stock |
| S. Marion James Officer | Aug 3, 2023 | 413 | $54.61K | Aug 3, 2023 | Stock Option Exercise |