NCNYSEBituminous Coal & Lignite Surface MiningFiscal year ends December 31
NACCO INDUSTRIES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$32.64−1.64 (-4.78%)
Close on Oct 19, 2026
- Market cap
- $246.17M
- P/E (TTM)
- 14.1
- Dividend yield
- 3.02%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.2%
2M of 8M shares
Institutional holders
92
6 new, 7 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $613.33K
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 |
|---|---|---|---|---|
| Britton T. Taplin | 469,664 | 8.00% | 13D (active) amendment | Feb 12, 2024 |
| Dimensional Fund Advisors LP | 436,529 | 7.30% | 13G (passive) amendment | Dec 29, 2023 |
| BlackRock, Inc. | 291,226 | 5.00% | 13G (passive) amendment | Mar 31, 2025 |
| Helen Rankin Butler | 1,085,538 | 69.30% | 13D (active) amendment | Dec 13, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 401,084 | 5.31% | $20.07M | +1,276 | 0.00% |
| BlackRock, Inc. | 320,068 | 4.24% | $16.02M | +10,199 | 0.00% |
| Vanguard Capital Management LLC | 166,517 | 2.21% | $8.33M | −3,445 | 0.00% |
| Renaissance Technologies LLC | 147,818 | 1.96% | $7.40M | −6,700 | 0.01% |
| Geode Capital Management, LLC | 104,689 | 1.39% | $5.24M | +6,835 | 0.00% |
| Mudita Advisors LLP | 92,520 | 1.23% | $4.63M | – | 0.96% |
| State Street Corp | 83,669 | 1.11% | $4.19M | +406 | 0.00% |
| Bridgeway Capital Management, LLC | 76,959 | 1.02% | $3.85M | – | 0.07% |
| Ancora Advisors, LLC | 55,903 | 0.74% | $2.80M | +8,344 | 0.05% |
| PNC Financial Services Group, Inc. | 48,990 | 0.65% | $2.45M | +577 | 0.00% |
| Bank of New York Mellon Corp | 46,267 | 0.61% | $2.32M | +128 | 0.00% |
| Empowered Funds, LLC | 42,797 | 0.57% | $2.14M | – | 0.01% |
| Northern Trust Corp | 42,398 | 0.56% | $2.12M | +2,491 | 0.00% |
| Russell Investments Group, Ltd. | 39,303 | 0.52% | $1.97M | +13,350 | 0.00% |
| American Century Companies Inc | 38,982 | 0.52% | $1.95M | −206 | 0.00% |
| Two Sigma Investments, LP | 37,290 | 0.49% | $1.87M | +4,913 | 0.00% |
| Acadian Asset Management LLC | 34,836 | 0.46% | $1.74K | −618 | 0.00% |
| Segall Bryant & Hamill, LLC | 29,463 | 0.39% | $1.47M | −53 | 0.02% |
| Vanguard Fiduciary Trust Co | 29,059 | 0.39% | $1.45M | +1,930 | 0.00% |
| Vanguard Portfolio Management LLC | 27,448 | 0.36% | $1.37M | +4,384 | 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 | 92 | 2M | 28.2% | 6 / 36 | 20 / 7 | 0M | 0M |
| Q1 2026 | 94 | 2M | 28.5% | 15 / 28 | 26 / 6 | 0M | 0M |
| Q4 2025 | 87 | 2M | 28.5% | 16 / 27 | 18 / 6 | 0M | 0M |
| Q3 2025 | 77 | 2M | 27.8% | 5 / 20 | 23 / 2 | 0M | 0M |
| Q2 2025 | 75 | 2M | 27.9% | 10 / 25 | 21 / 3 | 0M | 0M |
| Q1 2025 | 68 | 2M | 27.7% | 8 / 13 | 29 / 2 | 0M | 0M |
| Q4 2024 | 63 | 2M | 26.7% | 5 / 24 | 17 / 3 | 0M | 0M |
| Q3 2024 | 62 | 2M | 27.3% | 5 / 26 | 11 / 9 | 0M | 0M |
| Q2 2024 | 67 | 2M | 28.9% | 11 / 16 | 22 / 3 | 0M | 0M |
| Q1 2024 | 59 | 2M | 32.2% | 4 / 21 | 16 / 6 | 0M | 0M |
| Q4 2023 | 61 | 3M | 33.7% | 1 / 21 | 20 / 4 | 0M | 0M |
| Q3 2023 | 65 | 3M | 33.7% | 2 / 20 | 21 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NC | Value | % of fund | As of |
|---|---|---|---|---|---|
| U.S. Small Cap Value Portfolio | 116,217 | 1.54% | $5.51M | 0.03% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 112,521 | 1.49% | $5.63M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 97,193 | 1.29% | $4.86M | 0.01% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 49,277 | 0.65% | $2.47M | 0.00% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 48,745 | 0.65% | $2.31M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 44,904 | 0.60% | $2.13M | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 42,797 | 0.57% | $2.14M | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 38,337 | 0.51% | $1.82M | 0.01% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 37,615 | 0.50% | $1.78M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 36,860 | 0.49% | $1.84M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 35,345 | 0.47% | $1.79M | 0.01% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 35,141 | 0.47% | $1.67M | 0.01% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 30,584 | 0.41% | $1.53M | 0.07% | Jun 30, 2026 |
| Omni Small-Cap Value Fund | 23,892 | 0.32% | $1.20M | 0.09% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 23,146 | 0.31% | $1.17M | 0.00% | May 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 |
|---|---|---|---|---|
| John P. Jumper | Non-Executive Chairman, Director | 66,972 | 0.89% | Jul 2, 2026 |
| John C. Butler Jr | President & CEO, Director | 506,730 | 6.71% | Feb 18, 2026 |
| Elizabeth Loveman | SVP and Controller | 14,999 | 0.20% | Mar 16, 2026 |
| Thomas A. Maxwell | SVP Finance and Treasurer | 5,944 | 0.08% | Mar 9, 2026 |
| Carroll L. Dewing | Subsidiary Officer | 50,285 | 0.67% | Feb 18, 2026 |
| John D. Neumann | SVP, Gen. Counsel & Sec'y | 43,708 | 0.58% | Feb 18, 2026 |
| John Patrick Sullivan Jr. | Officer of a subsidiary | 41,274 | 0.55% | Feb 18, 2026 |
| Patrick Joseph (2026) Burns | Director | – | – | Aug 27, 2026 |
| Britton T. Taplin | Director | 329,610 | 4.37% | Jul 6, 2026 |
| Dennis W. Labarre | Director | 45,053 | 0.60% | Jul 2, 2026 |
| Matthew M. Rankin | Director | 68,050 | 0.90% | Jul 2, 2026 |
| William Paul McDonald | Director | 7,699 | 0.10% | Jul 2, 2026 |
| Valerie Gentile Sachs | Director | 11,021 | 0.15% | Jul 2, 2026 |
| Michael Sidney Miller | Director | 28,321 | 0.38% | Jul 2, 2026 |
| John S. Dalrymple Iii | Director | 26,305 | 0.35% | Jul 2, 2026 |
| Robert S. Shapard | Director | 18,750 | 0.25% | Jul 2, 2026 |
| Alfred M. Et Al Rankin | Director | 502,829 | 6.66% | Jul 2, 2026 |
| Lori Jean Robinson | Director | 18,940 | 0.25% | Jul 2, 2025 |
| Roger F. Rankin | Director | 469,966 | 6.23% | Jul 2, 2025 |
| Victoire G. Rankin | – | 502,829 | 6.66% | Jul 2, 2026 |
| Elizabeth B. Rankin | – | 68,050 | 0.90% | Jul 2, 2026 |
| Helen Rankin Butler | – | 580,798 | 7.70% | Feb 18, 2026 |
| Claiborne R. Rankin Jr | – | 22,469 | 0.30% | Feb 17, 2026 |
| Chloe O. Rankin | – | 350,810 | 4.65% | Feb 17, 2026 |
| Claiborne R. Rankin | – | 349,236 | 4.63% | Feb 17, 2026 |
| Alison A. Rankin | – | 533,798 | 7.07% | Oct 1, 2025 |
| David B. Williams | – | 300,498 | 3.98% | Dec 17, 2024 |
| Clara R. Williams | – | 314,510 | 4.17% | Dec 17, 2024 |
| Lynne T. Rankin | – | 44,679 | 0.59% | Dec 10, 2024 |
| Jacob A. Kuipers | – | 29,521 | 0.39% | Dec 10, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Britton T. Taplin Director | Jul 1, 2026 | Award | +569 | – | – | 67,169 |
| Dennis W. Labarre Director | Jul 1, 2026 | Award | +569 | – | – | 44,953 |
| John S. Dalrymple Iii Director | Jul 1, 2026 | Award | +569 | – | – | 26,305 |
| Michael Sidney Miller Director | Jul 1, 2026 | Award | +569 | – | – | 28,321 |
| John P. Jumper Non-Executive Chairman, Director | Jul 1, 2026 | Award | +773 | – | – | 34,456 |
| Elizabeth B. Rankin – | Jul 1, 2026 | Award | +569 | – | – | 37,875 |
| Valerie Gentile Sachs Director | Jul 1, 2026 | Award | +569 | – | – | 11,021 |
| William Paul McDonald Director | Jul 1, 2026 | Award | +569 | – | – | 7,699 |
| Matthew M. Rankin Director | Jul 1, 2026 | Award | +569 | – | – | 37,875 |
| Alfred M. Et Al Rankin Director | Jul 1, 2026 | Award | +760 | – | – | 217,720 |
| Victoire G. Rankin – | Jul 1, 2026 | Award | +760 | – | – | 217,720 |
| Robert S. Shapard Director | Jul 1, 2026 | Award | +569 | – | – | 18,750 |
| Alfred M. Et Al Rankin Chairman, Director | Apr 1, 2026 | Award | +955 | – | – | 216,960 |
| Victoire G. Rankin – | Apr 1, 2026 | Award | +955 | – | – | 216,960 |
| Robert S. Shapard Director | Apr 1, 2026 | Award | +563 | – | – | 18,181 |
| Elizabeth B. Rankin – | Apr 1, 2026 | Award | +563 | – | – | 37,306 |
| John S. Dalrymple Iii Director | Apr 1, 2026 | Award | +563 | – | – | 25,736 |
| John P. Jumper Director | Apr 1, 2026 | Award | +563 | – | – | 33,683 |
| William Paul McDonald Director | Apr 1, 2026 | Award | +563 | – | – | 7,130 |
| Valerie Gentile Sachs Director | Apr 1, 2026 | Award | +563 | – | – | 10,452 |
| Dennis W. Labarre Director | Apr 1, 2026 | Award | +563 | – | – | 44,384 |
| Britton T. Taplin Director | Apr 1, 2026 | Award | +563 | – | – | 66,600 |
| Michael Sidney Miller Director | Apr 1, 2026 | Award | +563 | – | – | 27,752 |
| Matthew M. Rankin Director | Apr 1, 2026 | Award | +563 | – | – | 37,306 |
| Elizabeth Loveman SVP and Controller | Mar 13, 2026 | Sale | −1,662 | $51.44 | $85.49K | 14,999 |
| Elizabeth Loveman SVP and Controller | Mar 12, 2026 | Sale | −4,053 | $52.04 | $210.92K | 16,661 |
| Thomas A. Maxwell SVP Finance and Treasurer | Mar 9, 2026 | Sale | −1,785 | $48.55 | $86.66K | 5,944 |
| John D. Neumann SVP, Gen. Counsel & Sec'y | Feb 17, 2026 | Tax withholding | −249 | – | – | 43,708 |
| John D. Neumann SVP, Gen. Counsel & Sec'y | Feb 17, 2026 | Award | +5,409 | – | – | 43,957 |
| John Patrick Sullivan Jr. Officer of a subsidiary | Feb 17, 2026 | Award | +5,180 | – | – | 41,274 |
| John Patrick Sullivan Jr. Officer of a subsidiary | Feb 17, 2026 | Tax withholding | −245 | – | – | 41,029 |
| Helen Rankin Butler – | Feb 17, 2026 | Award | +39,630 | – | – | 398,558 |
| Helen Rankin Butler – | Feb 17, 2026 | Tax withholding | −8,777 | – | – | 389,781 |
| Thomas A. Maxwell SVP Finance and Treasurer | Feb 17, 2026 | Award | +1,870 | – | – | 8,025 |
| Thomas A. Maxwell SVP Finance and Treasurer | Feb 17, 2026 | Tax withholding | −296 | – | – | 7,729 |
| Elizabeth Loveman SVP and Controller | Feb 17, 2026 | Award | +2,905 | – | – | 21,077 |
| Elizabeth Loveman SVP and Controller | Feb 17, 2026 | Tax withholding | −363 | – | – | 20,714 |
| John C. Butler Jr President & CEO, Director | Feb 17, 2026 | Tax withholding | −8,777 | – | – | 389,781 |
| John C. Butler Jr President & CEO, Director | Feb 17, 2026 | Award | +39,630 | – | – | 398,558 |
| Carroll L. Dewing Subsidiary Officer | Feb 17, 2026 | Award | +6,303 | – | – | 50,285 |
| Carroll L. Dewing Subsidiary Officer | Feb 17, 2026 | Tax withholding | −388 | – | – | 49,897 |
| Valerie Gentile Sachs Director | Jan 2, 2026 | Award | +604 | – | – | 9,889 |
| Alfred M. Et Al Rankin Chairman, Director | Jan 2, 2026 | Award | +1,052 | – | – | 216,005 |
| Elizabeth B. Rankin – | Jan 2, 2026 | Award | +604 | – | – | 36,743 |
| Robert S. Shapard Director | Jan 2, 2026 | Award | +604 | – | – | 17,618 |
| William Paul McDonald Director | Jan 2, 2026 | Award | +604 | – | – | 6,567 |
| Victoire G. Rankin – | Jan 2, 2026 | Award | +1,052 | – | – | 216,005 |
| John P. Jumper Director | Jan 2, 2026 | Award | +604 | – | – | 33,120 |
| Britton T. Taplin Director | Jan 2, 2026 | Award | +604 | – | – | 66,037 |
| John S. Dalrymple Iii Director | Jan 2, 2026 | Award | +604 | – | – | 25,173 |
| Matthew M. Rankin Director | Jan 2, 2026 | Award | +604 | – | – | 36,743 |
| Michael Sidney Miller Director | Jan 2, 2026 | Award | +604 | – | – | 27,189 |
| Dennis W. Labarre Director | Jan 2, 2026 | Award | +604 | – | – | 43,821 |
| Elizabeth Loveman SVP and Controller | Nov 12, 2025 | Sale | −1,897 | $49.94 | $94.74K | 18,172 |
| Elizabeth Loveman SVP and Controller | Nov 10, 2025 | Sale | −2,997 | $45.22 | $135.52K | 20,069 |
| Britton T. Taplin Director | Oct 1, 2025 | Award | +707 | – | – | 65,433 |
| John P. Jumper Director | Oct 1, 2025 | Award | +707 | – | – | 32,516 |
| Alfred M. Et Al Rankin Chairman, Director | Oct 1, 2025 | Award | +1,232 | – | – | 214,953 |
| Dennis W. Labarre Director | Oct 1, 2025 | Award | +707 | – | – | 43,217 |
| Elizabeth B. Rankin – | Oct 1, 2025 | Award | +707 | – | – | 36,139 |
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 |
|---|---|---|---|---|---|
| Thomas A. Maxwell Officer | May 21, 2025 | 4,123 | $149.05K | May 21, 2025 | Restricted Stock Vesting |
| Thomas A. Maxwell Officer | Jun 13, 2024 | 1,034 | $33.06K | Jun 13, 2024 | Restricted Stock Vesting |