SIFNYSEAircraft Engines & Engine PartsFiscal year ends September 30
SIFCO INDUSTRIES INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$20.79+0.00 (0.00%)
Close on Oct 19, 2026
- Market cap
- $127.46M
- P/E (TTM)
- 32.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.2%
2M of 6M shares
Institutional holders
36
18 new, 2 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 |
|---|---|---|---|---|
| David P. Cohen | 488,984 | 7.90% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SIF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Minerva Advisors LLC | 455,650 | 7.29% | $10.66M | −25,000 | 6.74% |
| Dimensional Fund Advisors LP | 169,998 | 2.72% | $3.98M | +14,637 | 0.00% |
| Vanguard Capital Management LLC | 162,510 | 2.60% | $3.80M | +47,322 | 0.00% |
| RBF Capital, LLC | 158,919 | 2.54% | $3.72M | −100 | 0.15% |
| Renaissance Technologies LLC | 107,334 | 1.72% | $2.51M | +51,500 | 0.00% |
| Wealthspire Advisors, LLC | 98,049 | 1.57% | $2.29M | – | 0.01% |
| American Century Companies Inc | 73,196 | 1.17% | $1.71M | New | 0.00% |
| EAM Investors, LLC | 56,262 | 0.90% | $1.32M | New | 0.12% |
| Jane Street Group, LLC | 50,675 | 0.81% | $1.19M | New | 0.00% |
| Geode Capital Management, LLC | 43,714 | 0.70% | $1.02M | +2,800 | 0.00% |
| Topline Capital Management, LLC | 35,610 | 0.57% | $833.27K | New | 0.22% |
| Sei Investments Co | 33,323 | 0.53% | $779.76K | New | 0.00% |
| BlackRock, Inc. | 27,630 | 0.44% | $646.54K | +27,408 | 0.00% |
| Ameriprise Financial Inc | 25,700 | 0.41% | $601.38K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 25,513 | 0.41% | $597.00K | +3,472 | 0.00% |
| Marshall Wace, Llp | 24,305 | 0.39% | $568.74K | −20,680 | 0.00% |
| State Street Corp | 21,209 | 0.34% | $496.29K | New | 0.00% |
| Morgan Stanley | 20,864 | 0.33% | $488.22K | +7,714 | 0.00% |
| XTX Topco Ltd | 19,078 | 0.31% | $446.43K | New | 0.01% |
| Raymond James Financial Inc | 18,224 | 0.29% | $426.44K | New | 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 | 36 | 2M | 28.2% | 18 / 9 | 5 / 2 | 1M | 0M |
| Q1 2026 | 20 | 1M | 19.7% | 8 / 5 | 5 / 2 | 0M | 0M |
| Q4 2025 | 16 | 1M | 20.4% | 4 / 5 | 3 / 4 | 0M | 0M |
| Q3 2025 | 17 | 1M | 17.2% | 3 / 5 | 4 / 4 | 0M | 0M |
| Q2 2025 | 18 | 1M | 18.0% | 3 / 5 | 3 / 1 | 0M | 0M |
| Q1 2025 | 16 | 1M | 18.1% | 0 / 3 | 4 / 2 | 0M | 0M |
| Q4 2024 | 18 | 1M | 18.8% | 4 / 2 | 4 / 1 | 0M | 0M |
| Q3 2024 | 15 | 1M | 16.7% | 1 / 2 | 3 / 1 | 0M | 0M |
| Q2 2024 | 16 | 1M | 16.1% | 1 / 3 | 4 / 2 | 0M | 0M |
| Q1 2024 | 17 | 1M | 16.7% | 2 / 5 | 4 / 1 | 0M | 0M |
| Q4 2023 | 16 | 1M | 16.4% | 0 / 7 | 4 / 1 | 0M | 0M |
| Q3 2023 | 17 | 1M | 16.2% | 2 / 2 | 4 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SIF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 106,510 | 1.70% | $2.49M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 66,086 | 1.06% | $1.34M | 0.00% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 49,091 | 0.78% | $1.27M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 46,520 | 0.74% | $1.09M | 0.00% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 45,608 | 0.73% | $1.18M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 20,239 | 0.32% | $410.24K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 16,161 | 0.26% | $378.17K | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 12,885 | 0.21% | $332.18K | 0.00% | Jul 31, 2026 |
| Ultra-Small Company Market Fund | 10,624 | 0.17% | $248.60K | 0.17% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 7,442 | 0.12% | $191.85K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 7,118 | 0.11% | $183.50K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 6,817 | 0.11% | $138.18K | 0.00% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 6,410 | 0.10% | $149.99K | 0.01% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 6,089 | 0.10% | $123.42K | 0.00% | May 31, 2026 |
| Avantis U.S. Small Cap Equity ETF | 5,751 | 0.09% | $116.57K | 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 |
|---|---|---|---|---|
| Eric B. Shultz | Chief Financial Officer | 10,000 | 0.16% | Mar 4, 2026 |
| George Scherff | CEO | 50,000 | 0.80% | Dec 18, 2025 |
| Robert D. Johnson | Director | 24,000 | 0.38% | Jan 30, 2026 |
| Alayne L. Reitman | Director | 112,261 | 1.79% | Jan 30, 2026 |
| Mark J. Silk | Director, 10% owner | 805,969 | 12.89% | Jan 30, 2026 |
| Donald C. Molten Jr. | Director | 113,049 | 1.81% | Jan 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Donald C. Molten Jr. Director | Jan 28, 2026 | Award | +15,000 | – | – | 108,049 |
| Mark J. Silk Director, 10% owner | Jan 28, 2026 | Award | +6,000 | – | – | 505,969 |
| Robert D. Johnson Director | Jan 28, 2026 | Award | +6,000 | – | – | 24,000 |
| Alayne L. Reitman Director | Jan 28, 2026 | Award | +19,500 | – | – | 112,231 |
| George Scherff CEO | Dec 16, 2025 | Award | +50,000 | – | – | 50,000 |
| Mark J. Silk Director, 10% owner | Jan 29, 2025 | Award | +6,000 | – | – | 499,969 |
| Donald C. Molten Jr. Director | Jan 29, 2025 | Award | +15,000 | – | – | 93,049 |
| Robert D. Johnson Director | Jan 29, 2025 | Award | +6,000 | – | – | 18,000 |
| Alayne L. Reitman Director | Jan 29, 2025 | Award | +19,500 | – | – | 92,731 |
| Alayne L. Reitman Director | Jan 31, 2024 | Award | +9,000 | – | – | 9,000 |
| Mark J. Silk Director, 10% owner | Jan 31, 2024 | Award | +6,000 | – | – | 6,000 |
| Hudson Smith Director | Jan 31, 2024 | Award | +6,000 | – | – | 6,000 |
| Donald C. Molten Jr. Director | Jan 31, 2024 | Award | +6,000 | – | – | 6,000 |
| Jeffrey P. Gotschall Director | Jan 31, 2024 | Award | +6,000 | – | – | 6,000 |
| Peter William Knapper President & CEO, Director | Nov 21, 2023 | Award | +10,000 | – | – | 10,000 |
| Thomas Robert Kubera Chief Financial Officer | Nov 21, 2023 | Award | +9,200 | – | – | 9,200 |
| Mark J. Silk Director, 10% owner | Jan 31, 2023 | Award | +6,000 | – | – | 6,000 |
| Donald C. Molten Jr. Director | Jan 31, 2023 | Award | +6,000 | – | – | 6,000 |
| Alayne L. Reitman Director | Jan 31, 2023 | Award | +8,000 | – | – | 8,000 |
| Hudson Smith Director | Jan 31, 2023 | Award | +6,000 | – | – | 6,000 |
| Jeffrey P. Gotschall Director | Jan 31, 2023 | Award | +6,000 | $6000.00 | $36.00M | 6,000 |
| Hudson Smith Director | Nov 1, 2022 | Award | −9,700 | – | – | 43,020 |
| Thomas Robert Kubera Chief Financial Officer | Nov 1, 2022 | Award | +4,800 | – | – | 4,800 |
| Peter William Knapper President & CEO, Director | Nov 1, 2022 | Award | +5,000 | – | – | 5,000 |
| Norman E. Wells Jr. Director | Aug 24, 2022 | Sale | −4,132 | $3.39 | $14.01K | 55,660 |
| Jeffrey P. Gotschall Director | Jan 26, 2022 | Award | +6,402 | – | – | 6,402 |
| Alayne L. Reitman Director | Jan 26, 2022 | Award | +6,402 | – | – | 6,402 |
| Mark J. Silk Director, 10% owner | Jan 26, 2022 | Award | +6,402 | – | – | 6,402 |
| Norman E. Wells Jr. Director | Jan 26, 2022 | Award | +9,603 | – | – | 9,603 |
| Hudson Smith Director | Jan 26, 2022 | Award | +6,402 | – | – | 6,402 |
| Donald C. Molten Jr. Director | Jan 26, 2022 | Award | +6,402 | – | – | 6,402 |
| Hudson Smith Director | Dec 14, 2021 | Gift | −8,100 | – | – | 52,720 |
| Peter William Knapper President & CEO, Director | Nov 24, 2021 | Award | +5,586 | – | – | 5,586 |
| Thomas Robert Kubera Chief Financial Officer | Nov 24, 2021 | Award | +3,606 | – | – | 3,606 |
| Alayne L. Reitman Director | Mar 11, 2021 | Sale | −1,378 | $10.48 | $14.44K | 45,209 |
| Alayne L. Reitman Director | Mar 10, 2021 | Sale | −1,000 | $10.25 | $10.25K | 46,587 |
| Peter William Knapper President & CEO, Director | Feb 16, 2021 | Sale | −2,000 | $9.40 | $18.80K | 0 |
| Hudson Smith Director | Jan 27, 2021 | Award | +4,620 | – | – | 4,620 |
| Mark J. Silk Director, 10% owner | Jan 27, 2021 | Award | +4,620 | – | – | 4,620 |
| Norman E. Wells Jr. Director | Jan 27, 2021 | Award | +6,900 | – | – | 6,900 |
| Alayne L. Reitman Director | Jan 27, 2021 | Award | +4,620 | – | – | 4,620 |
| Jeffrey P. Gotschall Director | Jan 27, 2021 | Award | +4,620 | – | – | 4,620 |
| Donald C. Molten Jr. Director | Jan 27, 2021 | Award | +4,620 | – | – | 4,620 |
| Thomas Robert Kubera Chief Financial Officer | Nov 17, 2020 | Award | +5,600 | – | – | 5,600 |
| Peter William Knapper President & CEO, Director | Nov 17, 2020 | Award | +20,000 | – | – | 20,000 |
| Donald C. Molten Jr. Director | Aug 25, 2020 | Sale | −2,675 | $4.05 | $10.83K | 46,224 |
| Donald C. Molten Jr. Director | Aug 19, 2020 | Sale | −200 | $4.10 | $820 | 48,899 |
| Donald C. Molten Jr. Director | Aug 17, 2020 | Sale | −797 | $4.11 | $3.28K | 49,099 |
| Donald C. Molten Jr. Director | Aug 13, 2020 | Sale | −6,100 | $4.08 | $24.89K | 49,896 |
| Donald C. Molten Jr. Director | Aug 12, 2020 | Sale | −228 | $4.14 | $944 | 55,996 |
| Peter William Knapper President & CEO, Director | Jun 15, 2020 | Buy | +10,500 | $4.25 | $44.63K | 54,945 |
| Mark J. Silk Director, 10% owner | Jun 15, 2020 | Buy | +8,652 | $4.24 | $36.68K | 470,947 |
| Mark J. Silk Director, 10% owner | Jun 12, 2020 | Buy | +6,217 | $4.25 | $26.42K | 462,295 |
| Mark J. Silk Director, 10% owner | Jun 11, 2020 | Buy | +16,935 | $4.22 | $71.47K | 456,078 |
| Mark J. Silk Director, 10% owner | Jan 30, 2020 | Award | +8,803 | – | – | 8,803 |
| Donald C. Molten Jr. Director | Jan 30, 2020 | Award | +8,803 | – | – | 8,803 |
| Hudson Smith Director | Jan 30, 2020 | Award | +8,803 | – | – | 8,803 |
| Norman E. Wells Jr. Director | Jan 30, 2020 | Award | +13,204 | – | – | 13,204 |
| Alayne L. Reitman Director | Jan 30, 2020 | Award | +8,803 | – | – | 8,803 |
| Jeffrey P. Gotschall Director | Jan 30, 2020 | Award | +8,803 | – | – | 8,803 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.