Oil-Dri Corp of America(ODC)Stock Analysis
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Rank #650 of 2,879 stocksTOP 25%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ODC Stock Analysis & AI Quality Score
AI 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 64.1/100 on a 32-signal composite quality model, placing it at rank #650 of 2,879 stocks — the top 25% of the AI-ranked universe. ODC scores in the top quartile across balance sheet strength (92.1), institutional flow (87.2). Areas of concern include revenue scale (36.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 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 GAMCO INVESTORS, ET AL, BlackRock,, 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 60 and 70 since 2024, currently 64.1 — a stable long-term trajectory across 15 quarterly and live scoring snapshots.
Revenue
Q3 2026
$126.3M
Net Income
Q3 2026
$14.5M
Free Cash Flow
Q3 2026
$18.7M
Operating Margin
Q3 2026
13.5%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+5.9% YoYNet Income
+33.4% YoYOperating Income
+25.8% YoYEPS (Diluted)
Total Assets
+23.9% YoYOp. Cash Flow
+21.2% YoY| Metric | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $437.6M +5.9% | $413.0M +35.4% | $305.0M +7.7% | $283.2M +2.2% | $277.0M +4.1% | $266.0M |
| Net Income | $39.4M +33.4% | $29.6M +165.9% | $11.1M -41.2% | $18.9M +49.9% | $12.6M +53.0% | $8.2M |
| Operating Income | $51.6M +25.8% | $41.0M +214.8% | $13.0M -47.5% | $24.8M +138.4% | $10.4M -34.4% | $15.9M |
| EPS (Diluted) | — | — | — | — | $0.83 +50.5% | $0.56 |
| Total Assets | $354.6M +23.9% | $286.2M +25.8% | $227.6M -3.5% | $235.9M +14.9% | $205.2M +5.4% | $194.7M |
| Operating Cash Flow | $60.3M +21.2% | $49.8M +264.9% | $13.6M -67.9% | $42.5M +58.8% | $26.7M +152.0% | $10.6M |
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
GAMCO INVESTORS, INC. ET AL
$50.9M782,450 shBlackRock, Inc.
$47.2M725,527 shNEEDHAM INVESTMENT MANAGEMENT LLC
$44.1M677,500 shDIMENSIONAL FUND ADVISORS LP
$30.0M461,334 shAMERICAN CENTURY COMPANIES INC
$29.7M456,512 shVANGUARD CAPITAL MANAGEMENT LLC
$28.9M443,544 shRENAISSANCE TECHNOLOGIES LLC
$27.5M422,392 shAltraVue Capital, LLC
$21.7M333,070 shSwiss Life Asset Management Ltd
$17.0M87,516 shGEODE CAPITAL MANAGEMENT, LLC
$15.9M243,555 sh
| Fund | Value | Shares |
|---|---|---|
| GAMCO INVESTORS, INC. ET AL | $50.9M | 782,450 |
| BlackRock, Inc. | $47.2M | 725,527 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $44.1M | 677,500 |
| DIMENSIONAL FUND ADVISORS LP | $30.0M | 461,334 |
| AMERICAN CENTURY COMPANIES INC | $29.7M | 456,512 |
| VANGUARD CAPITAL MANAGEMENT LLC | $28.9M | 443,544 |
| RENAISSANCE TECHNOLOGIES LLC | $27.5M | 422,392 |
| AltraVue Capital, LLC | $21.7M | 333,070 |
| Swiss Life Asset Management Ltd | $17.0M | 87,516 |
| GEODE CAPITAL MANAGEMENT, LLC | $15.9M | 243,555 |
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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.
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.