TWINNasdaqGeneral Industrial Machinery & EquipmentFiscal year ends June 30
TWIN DISC INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 4, 2026
$24.48+0.01 (+0.04%)
Close on Oct 19, 2026
- Market cap
- $359.02M
- P/E (TTM)
- 13.2
- Dividend yield
- 0.65%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.6%
9M of 15M shares
Institutional holders
92
28 new, 14 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $417.61K
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 741,659 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TWIN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 1,629,936 | 11.21% | $37.81M | −23,200 | 0.34% |
| Juniper Investment Company, LLC | 1,024,954 | 7.05% | $23.78M | – | 6.30% |
| BlackRock, Inc. | 743,060 | 5.11% | $17.24M | +567,507 | 0.00% |
| Dimensional Fund Advisors LP | 607,438 | 4.18% | $14.09M | −2,974 | 0.00% |
| Vanguard Capital Management LLC | 550,852 | 3.79% | $12.78M | +21,556 | 0.00% |
| Pacific Ridge Capital Partners, LLC | 526,488 | 3.62% | $12.21M | −4,078 | 2.22% |
| Gabelli Funds LLC | 400,524 | 2.75% | $9.29M | – | 0.06% |
| Ameriprise Financial Inc | 314,368 | 2.16% | $7.29M | −127,363 | 0.00% |
| Geode Capital Management, LLC | 291,841 | 2.01% | $6.77M | +157,864 | 0.00% |
| Allspring Global Investments Holdings, LLC | 246,197 | 1.69% | $5.71M | +51,723 | 0.01% |
| Grace & White Inc /Ny | 217,230 | 1.49% | $5.04M | −18,892 | 0.80% |
| Acadian Asset Management LLC | 175,453 | 1.21% | $4.07K | +1,764 | 0.00% |
| Needham Investment Management LLC | 150,000 | 1.03% | $3.48M | New | 0.10% |
| Archon Capital Management LLC | 147,660 | 1.02% | $3.43M | +128,731 | 1.39% |
| State Street Corp | 129,569 | 0.89% | $3.01M | +82,265 | 0.00% |
| IFP Advisors, Inc | 120,357 | 0.83% | $2.79M | +2,368 | 0.05% |
| Renaissance Technologies LLC | 117,093 | 0.81% | $2.72M | +9,700 | 0.00% |
| Bank of New York Mellon Corp | 115,687 | 0.80% | $2.68M | +33,989 | 0.00% |
| Bridgeway Capital Management, LLC | 97,261 | 0.67% | $2.26M | +19,896 | 0.04% |
| Northern Trust Corp | 95,023 | 0.65% | $2.20M | +65,454 | 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 | 9M | 64.6% | 28 / 25 | 25 / 14 | 2M | 1M |
| Q1 2026 | 79 | 9M | 61.0% | 13 / 29 | 19 / 5 | 1M | 0M |
| Q4 2025 | 74 | 9M | 59.7% | 11 / 25 | 21 / 11 | 1M | 0M |
| Q3 2025 | 76 | 9M | 58.9% | 14 / 24 | 26 / 15 | 1M | 1M |
| Q2 2025 | 79 | 8M | 58.3% | 22 / 25 | 26 / 19 | 1M | 2M |
| Q1 2025 | 76 | 9M | 61.5% | 13 / 20 | 30 / 4 | 1M | 0M |
| Q4 2024 | 68 | 9M | 61.3% | 4 / 22 | 27 / 5 | 0M | 0M |
| Q3 2024 | 69 | 9M | 61.1% | 10 / 25 | 15 / 11 | 1M | 0M |
| Q2 2024 | 71 | 9M | 60.7% | 19 / 25 | 22 / 11 | 1M | 1M |
| Q1 2024 | 63 | 9M | 58.9% | 10 / 18 | 28 / 3 | 1M | 0M |
| Q4 2023 | 57 | 8M | 57.8% | 10 / 24 | 16 / 2 | 1M | 0M |
| Q3 2023 | 49 | 8M | 56.0% | 8 / 13 | 16 / 2 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TWIN | Value | % of fund | As of |
|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio | 703,500 | 4.84% | $16.32M | 0.36% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 409,791 | 2.82% | $9.51M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 254,362 | 1.75% | $5.90M | 0.01% | Jun 30, 2026 |
| Adara Smaller Companies Fund | 207,255 | 1.43% | $3.46M | 0.42% | May 31, 2026 |
| Allspring Small Company Value Portfolio | 196,313 | 1.35% | $4.48M | 0.67% | Jul 31, 2026 |
| The Gabelli Small Cap Growth Fund | 160,000 | 1.10% | $3.71M | 0.19% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 127,402 | 0.88% | $2.91M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 125,825 | 0.87% | $2.92M | 0.00% | Jun 30, 2026 |
| 1290 GAMCO Small/Mid Cap Value Fund | 117,000 | 0.80% | $2.67M | 1.12% | Jul 31, 2026 |
| The Gabelli Utilities Fund | 112,000 | 0.77% | $2.60M | 0.15% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 108,045 | 0.74% | $2.51M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 108,015 | 0.74% | $2.46M | 0.01% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 98,746 | 0.68% | $2.25M | 0.01% | Jul 31, 2026 |
| Needham Aggressive Growth Fund | 95,000 | 0.65% | $2.20M | 0.08% | Jun 30, 2026 |
| TETON Westwood Mighty Mites Fund | 90,700 | 0.62% | $2.10M | 0.98% | Jun 30, 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 H. Batten | President and CEO, Director, 10% owner | 682,894 | 4.70% | Aug 7, 2026 |
| Jeffrey Scott Knutson | VP Finance, CFO, Secr & Trea | 164,891 | 1.13% | Sep 8, 2026 |
| David W. Johnson | Director | 75,280 | 0.52% | Aug 4, 2026 |
| Michael Doar | Director | 130,363 | 0.90% | Aug 4, 2026 |
| Janet Plaut Giesselman | Director | 51,735 | 0.36% | Feb 11, 2026 |
| Juliann Larimer | Director | 28,607 | 0.20% | Nov 3, 2025 |
| Michael C. Smiley | Director | 74,746 | 0.51% | Nov 3, 2025 |
| Kevin M. Olsen | Director | 26,066 | 0.18% | Nov 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Sep 8, 2026 | Sale | −7,482 | $24.25 | $181.44K | 164,891 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Sep 4, 2026 | Sale | −5,902 | $23.25 | $137.22K | 172,373 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Sep 3, 2026 | Sale | −4,302 | $23.00 | $98.95K | 178,275 |
| John H. Batten President and CEO, Director, 10% owner | Aug 5, 2026 | Award | +18,756 | $24.01 | $450.33K | 520,418 |
| John H. Batten President and CEO, Director, 10% owner | Aug 5, 2026 | Tax withholding | −15,479 | $23.34 | $361.28K | 459,955 |
| John H. Batten President and CEO, Director, 10% owner | Aug 5, 2026 | Award | +78,693 | $24.01 | $1.89M | 538,648 |
| John H. Batten President and CEO, Director, 10% owner | Aug 5, 2026 | Tax withholding | −36,986 | $24.01 | $888.03K | 501,662 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Aug 5, 2026 | Award | +8,734 | $24.01 | $209.70K | 182,577 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Aug 5, 2026 | Tax withholding | −7,600 | $23.34 | $177.38K | 153,363 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Aug 5, 2026 | Award | +38,638 | $24.01 | $927.70K | 192,001 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Aug 5, 2026 | Tax withholding | −18,158 | $24.01 | $435.97K | 173,843 |
| David W. Johnson Director | Aug 3, 2026 | Award | +179 | $22.74 | $4.07K | 75,280 |
| Michael Doar Director | Aug 3, 2026 | Award | +357 | $22.74 | $8.12K | 130,363 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Jun 5, 2026 | Award | −7,044 | $19.06 | $134.26K | 160,922 |
| Michael Doar Director | May 1, 2026 | Award | +475 | $17.12 | $8.13K | 130,006 |
| David W. Johnson Director | May 1, 2026 | Award | +237 | $17.12 | $4.06K | 75,101 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Mar 5, 2026 | Award | −3,198 | $18.25 | $58.36K | 167,966 |
| John H. Batten President and CEO, Director, 10% owner | Mar 4, 2026 | Award | −5,040 | $18.00 | $90.72K | 160,019 |
| John H. Batten President and CEO, Director, 10% owner | Feb 27, 2026 | Award | −6,000 | $18.01 | $108.06K | 165,059 |
| John H. Batten President and CEO, Director, 10% owner | Feb 26, 2026 | Award | −535 | $18.05 | $9.66K | 171,059 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Feb 25, 2026 | Award | −499 | $18.20 | $9.08K | 171,164 |
| John H. Batten President and CEO, Director, 10% owner | Feb 25, 2026 | Award | −2,901 | $18.02 | $52.28K | 171,594 |
| John H. Batten President and CEO, Director, 10% owner | Feb 18, 2026 | Award | −1,000 | $18.00 | $18.00K | 201,156 |
| John H. Batten President and CEO, Director, 10% owner | Feb 18, 2026 | Award | −600 | $18.00 | $10.80K | 475,434 |
| John H. Batten President and CEO, Director, 10% owner | Feb 18, 2026 | Award | −1,543 | $18.04 | $27.84K | 174,495 |
| John H. Batten President and CEO, Director, 10% owner | Feb 17, 2026 | Award | −5,000 | $18.02 | $90.10K | 202,156 |
| John H. Batten President and CEO, Director, 10% owner | Feb 17, 2026 | Award | −5,000 | $18.02 | $90.10K | 176,038 |
| John H. Batten President and CEO, Director, 10% owner | Feb 17, 2026 | Award | −5,000 | $18.03 | $90.15K | 476,034 |
| John H. Batten President and CEO, Director, 10% owner | Feb 12, 2026 | Award | −1,500 | $18.21 | $27.32K | 483,934 |
| John H. Batten President and CEO, Director, 10% owner | Feb 12, 2026 | Award | −1,500 | $18.21 | $27.32K | 183,519 |
| John H. Batten President and CEO, Director, 10% owner | Feb 12, 2026 | Award | −1,500 | $18.21 | $27.32K | 209,656 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Feb 11, 2026 | Award | −4,108 | $18.70 | $76.82K | 171,664 |
| John H. Batten President and CEO, Director, 10% owner | Feb 11, 2026 | Award | −10,000 | $18.67 | $186.70K | 211,156 |
| John H. Batten President and CEO, Director, 10% owner | Feb 11, 2026 | Award | −10,000 | $18.58 | $185.80K | 185,019 |
| John H. Batten President and CEO, Director, 10% owner | Feb 11, 2026 | Award | −10,000 | $18.53 | $185.30K | 485,434 |
| Janet Plaut Giesselman Director | Feb 10, 2026 | Award | −10,876 | $18.09 | $196.75K | 51,735 |
| Michael Doar Director | Feb 2, 2026 | Award | +935 | $17.38 | $16.25K | 129,531 |
| David W. Johnson Director | Feb 2, 2026 | Award | +234 | $17.38 | $4.07K | 74,864 |
| John H. Batten President and CEO, Director, 10% owner | Dec 9, 2025 | Award | −107 | $15.90 | $1.70K | 495,434 |
| John H. Batten President and CEO, Director, 10% owner | Dec 8, 2025 | Award | −1,782 | $15.61 | $27.82K | 495,541 |
| John H. Batten President and CEO, Director, 10% owner | Dec 5, 2025 | Award | −1,190 | $16.10 | $19.16K | 497,323 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Dec 5, 2025 | Award | −3,663 | $16.00 | $58.61K | 175,772 |
| John H. Batten President and CEO, Director, 10% owner | Nov 12, 2025 | Award | −9,102 | $16.14 | $146.91K | 498,513 |
| John H. Batten President and CEO, Director, 10% owner | Nov 11, 2025 | Award | −10,000 | $16.33 | $163.30K | 517,615 |
| John H. Batten President and CEO, Director, 10% owner | Nov 11, 2025 | Award | −10,000 | $16.28 | $162.80K | 507,615 |
| John H. Batten President and CEO, Director, 10% owner | Nov 10, 2025 | Award | −10,000 | $16.44 | $164.40K | 537,615 |
| John H. Batten President and CEO, Director, 10% owner | Nov 10, 2025 | Award | −10,000 | $16.55 | $165.50K | 527,615 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Nov 10, 2025 | Award | −2,853 | $16.56 | $47.25K | 179,435 |
| Michael Doar Director | Nov 1, 2025 | Award | +1,087 | $14.94 | $16.24K | 128,596 |
| David W. Johnson Director | Nov 1, 2025 | Award | +272 | $14.94 | $4.06K | 74,630 |
| Michael Doar Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 127,509 |
| David W. Johnson Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 74,358 |
| Michael C. Smiley Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 74,746 |
| Kevin M. Olsen Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 26,066 |
| Juliann Larimer Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 28,607 |
| Janet Plaut Giesselman Director | Oct 30, 2025 | Award | +5,378 | $14.88 | $80.02K | 62,611 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Sep 10, 2025 | Award | −1,886 | $13.50 | $25.46K | 182,288 |
| Jeffrey Scott Knutson VP Finance, CFO, Secr & Trea | Sep 8, 2025 | Award | −8,389 | $13.25 | $111.15K | 184,174 |
| John H. Batten President and CEO, Director, 10% owner | Sep 8, 2025 | Award | −15,000 | $13.10 | $196.50K | 547,615 |
| John H. Batten President and CEO, Director, 10% owner | Aug 6, 2025 | Award | +44,321 | – | – | 562,615 |
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 |
|---|---|---|---|---|---|
| Jeffrey Scott (TWIN) Knutson Officer | Aug 26, 2026 | 20,010 | $500.00K | Aug 25, 2026 | Stock award vesting |
| Jeffrey Scott (TWIN) Knutson Officer | Jun 5, 2026 | 7,004 | $133.00K | Jun 5, 2026 | Stock award vesting |
| Janet Plaut Giesselman Director | Feb 10, 2026 | 11,765 | $213.89K | Feb 10, 2026 | Stock Award |
| John H. (TWIN) Batten Officer | Feb 10, 2026 | 75,000 | $1.35M | Feb 10, 2026 | Trust |
| Jeffrey Scott Knutson Officer | Feb 10, 2026 | 12,670 | $230.00K | Feb 10, 2026 | Stock award vesting |
| John H. Batten Officer | Nov 7, 2025 | 90,000 | $1.44M | Nov 10, 2025 | Trust |
| Jeffrey Scott (TWIN) Knutson Officer | Nov 7, 2025 | 11,610 | $185.76K | Nov 10, 2025 | Stock award vesting |
| John H. Batten Officer | Sep 10, 2025 | 15,000 | $196.50K | Sep 8, 2025 | Stock award vesting |
| Jeffrey Scott (TWIN) Knutson Officer | Sep 4, 2025 | 10,275 | $134.50K | Sep 5, 2025 | Restricted Stock Award |
| John H. Batten Officer, Director, 10% Stockholder | May 21, 2024 | 20,000 | $290.00K | May 21, 2024 | RSA |