Oil-Dri Corp of America(ODC)Stock Analysis
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Rank #1,163 of 2,962 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ODC Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Oil-Dri Corp of America (ODC), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ODC at 56.5/100 on a 32-signal composite quality model, placing it at rank #1,163 of 2,962 stocks — the top half of the AI-ranked universe. ODC scores in the top quartile across balance sheet strength (92.0). Areas of concern include revenue scale (36.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Oil-Dri Corp of America reports quarterly revenue of $126.3M, net income of $14.5M, an operating margin of 13.5%. Top institutional holders of ODC by reported 13-F value include BlackRock, GAMCO INVESTORS, ET AL, NEEDHAM INVESTMENT MANAGEMENT, based on the most recent SEC filings. ODC trades on the NYSE exchange and files with the SEC under CIK 74046. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ODC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Oil-Dri Corp of America directly from SEC EDGAR. Oil-Dri Corp of America's 13F Pro composite quality score has ranged between 56 and 70 since 2024, currently 56.5 — a declining long-term trajectory across 54 quarterly and live scoring snapshots.
Revenue
Q1 2026
$126.3M
Net Income
Q1 2026
$14.5M
Free Cash Flow
Q1 2026
$18.7M
Operating Margin
Q1 2026
13.5%
ROIC
Q1 2026
24.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+11.0% YoYNet Income
+37.0% YoYOperating Income
+32.1% YoYTotal Assets
+10.5% YoYOp. Cash Flow
+32.9% YoYFree Cash Flow
+68.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $485.6M +11.0% | $437.6M +5.9% | $413.0M +18.5% | $348.6M +14.3% | $305.0M +7.7% | $283.2M |
| Net Income | $54.0M +37.0% | $39.4M +33.4% | $29.6M +420.8% | $5.7M -48.9% | $11.1M -41.2% | $18.9M |
| Operating Income | $68.2M +32.1% | $51.6M +25.8% | $41.0M +751.3% | $4.8M -63.0% | $13.0M -47.5% | $24.8M |
| Total Assets | $391.7M +10.5% | $354.6M +23.9% | $286.2M +14.7% | $249.6M +9.7% | $227.6M -3.5% | $235.9M |
| Operating Cash Flow | $80.2M +32.9% | $60.3M +21.2% | $49.8M +451.9% | $9.0M -33.9% | $13.6M -67.9% | $42.5M |
| Free Cash Flow | $47.6M +68.2% | $28.3M +11.5% | $25.4M +295.5% | $-13.0M -149.7% | $-5.2M -118.8% | $27.7M |
AI Insight: ODC Financial Trends
Operating cash flow remains robust at $25M in Q2 2026, but revenue volatility and flat profitability suggest margin pressure persists.
• Operating income stable in $16–21M range across 8 quarters; net income margins compressed to 11–13% in recent quarters vs. 12–16% earlier.
• Operating cash flow averages $19M across period; Q2 2026 at $25M matches strongest quarters, indicating underlying cash generation resilience.
• Revenue oscillates between $114–128M with no clear uptrend; Q2 2026 at $126M near high but lacks sustained momentum.
⚠ Operating cash flow collapsed to $10M in Q4 2025 despite $17M op income—working capital volatility or timing issue warrants clarification.
⚠ Net income declined from $16M in Q4 2024 to $13–15M range recently; profitability recovery stalling despite stable op income.
AI Insight: ODC Ratio Trends
Operating and net margins stabilized around 13–14% and 10–11% respectively after volatile 2024–25, but ROA remains below Q4 2024 peak of 18.7%.
• OpMargin recovered to 13.5% in Q2 2026 from Q2 2025 low of 12.0%, suggesting improved cost control or pricing discipline.
• NPM elevated in Q4 2025 (12.8%) and Q2 2026 (11.5%), outpacing prior-year Q4 2024 (12.8%) on similar basis.
• ROA in Q2 2026 (14.2%) trails Q4 2024 peak (18.7%), indicating asset efficiency has not fully recovered.
⚠ ROA volatility persists: swung from 18.7% (Q4 2024) to 12.6% (Q2 2025) to 14.2% (Q2 2026), suggesting earnings unpredictability.
⚠ TTM OpMargin at 13.4% trails Q4 2024's 16.6% quarterly print; sustained margin compression vs. prior-year peak warrants monitoring.
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Available Research
13F Pro tracks comprehensive data for Oil-Dri Corp of America including:
Top Institutional Holders of ODC
BlackRock, Inc.
$84.8M829,295 shGAMCO INVESTORS, INC. ET AL
$79.5M778,050 shNEEDHAM INVESTMENT MANAGEMENT LLC
$70.1M686,000 shAMERICAN CENTURY COMPANIES INC
$54.0M527,872 shVANGUARD CAPITAL MANAGEMENT LLC
$45.0M440,417 shDIMENSIONAL FUND ADVISORS LP
$42.5M415,408 shRENAISSANCE TECHNOLOGIES LLC
$41.7M407,692 shAltraVue Capital, LLC
$32.6M318,770 shGEODE CAPITAL MANAGEMENT, LLC
$26.2M256,177 shVANGUARD PORTFOLIO MANAGEMENT LLC
$24.5M239,468 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $84.8M | 829,295 |
| GAMCO INVESTORS, INC. ET AL | $79.5M | 778,050 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $70.1M | 686,000 |
| AMERICAN CENTURY COMPANIES INC | $54.0M | 527,872 |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.0M | 440,417 |
| DIMENSIONAL FUND ADVISORS LP | $42.5M | 415,408 |
| RENAISSANCE TECHNOLOGIES LLC | $41.7M | 407,692 |
| AltraVue Capital, LLC | $32.6M | 318,770 |
| GEODE CAPITAL MANAGEMENT, LLC | $26.2M | 256,177 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $24.5M | 239,468 |
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Popular Research
Is ODC a good stock to buy?
13F Pro's AI-powered analysis of Oil-Dri Corp of America (ODC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ODC are available on the ODC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ODC is classified as a small company.
Which hedge funds own ODC?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ODC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Oil-Dri Corp of America's investment landscape.