Alico
Converts Florida grove acreage into leases, land sales, and development opportunities.
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Profile
Manages Florida land through agricultural leases, land sales, and development entitlement work after winding down primary citrus operations. Reported segments still include Alico Citrus and Land Management and Other Operations, but the operating focus has shifted toward diversified agriculture and land monetization.
Owns and manages a Florida land portfolio that long supported citrus, cattle, sugarcane, sod, mining, hunting, conservation, and leasing uses. Formal reporting still includes Alico Citrus alongside Land Management and Other Operations, but primary citrus activity has been substantially wound down after the final major harvest.
Revenue is moving toward agricultural leases and revenue-sharing with growers and operators, strategic land sales, mineral and other land-use leases, and entitlement work around development sites such as Corkscrew Grove Villages. The land base remains concentrated in Florida, with diversified agriculture taking most of the near-term use.
Execution depends on finding productive uses for former grove acreage, completing lease and sale transactions, and securing development permits where land is being prepared for development. Citrus greening and hurricane damage drove the exit from primary citrus operations.
Company facts
Categories
Key statistics
Year to date +10.2% · Average volume (30d) 20.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Freedom Broker | Upgrade | Hold | Buy | ||
| Mar 27, 2026 | Roth Capital | Target | $42 | $45 | ||
| Nov 26, 2025 | Roth Capital | Target | $42 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q3 FY26 | −$0.74 | $0.29 | +139.5% | $2.8M | $9.0M | +228.7% | +5.99% |
| May 11, 2026Q2 FY26 | $0.97 | $1.49 | +53.6% | $2.5M | $5.3M | +118.0% | +1.28% |
| Feb 4, 2026Q1 FY26 | −$0.05 | −$0.96 | −2,033.3% | $2.1M | $1.9M | −11.0% | −0.49% |
| Nov 24, 2025Q4 FY25 | −$0.39 | −$1.10 | −182.1% | $3.0M | $802.0K | −73.3% | +4.88% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $18.0M | $8.4M | $802.0K | $1.9M | $5.3M | $9.0M | |
| Gross profit | −$149.7M | −$28.1M | −$6.2M | −$5.6M | −$4.6M | $4.0M | |
| Operating income | −$153.1M | −$30.9M | −$9.1M | −$8.6M | −$7.8M | $1.9M | |
| Net income | −$111.4M | −$18.3M | −$8.5M | −$3.5M | $11.4M | $2.1M | |
| Diluted EPS | −$14.58 | −$2.39 | −$1.11 | −$0.45 | $1.48 | $0.29 | |
| Gross margin | -832.6% | -334.4% | -773.4% | -294.3% | -85.9% | 44.8% | |
| Operating margin | -851.4% | -368.6% | -1,130.8% | -453.4% | -146.5% | 20.9% |
Fiscal years (4-quarter sums)FY21 $108.6M · FY22 $91.9M · FY23 $39.8M · FY24 $46.6M · FY25 $44.1M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $55.6M · Total debt $2.8M · Total assets $198.7M · Shareholders' equity $104.8M
Dividends
Raised for 2 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 2, 2026 | Jul 2 | Jul 16 | $0.05 | |
| Apr 2, 2026 | Apr 3 | Apr 17 | $0.05 | |
| Jan 2, 2026 | Jan 2 | Jan 16 | $0.05 | |
| Sep 26, 2025 | Sep 26 | Oct 10 | $0.05 | |
| Jun 27, 2025 | Jun 27 | Jul 11 | $0.05 | |
| Mar 28, 2025 | Mar 28 | Apr 11 | $0.05 | |
| Dec 27, 2024 | Dec 27 | Jan 10 | $0.05 | |
| Sep 27, 2024 | Sep 27 | Oct 11 | $0.05 |
Ownership
Shares outstanding 7.42M · Float 5.61M · 75.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Gate City Capital Management, LLC | 1.29M | 17.44% | 13F | Aug 14, 2026 |
| Thomas A. Satterfield, Jr. | 486.8K | 6.40% | 13G | Feb 5, 2026 |
| BlackRock, Inc. | 445.4K | 6.01% | 13F | Aug 7, 2026 |
| Pacific Ridge Capital Partners, LLC | 283.1K | 3.82% | 13F | Aug 12, 2026 |
| George R. Brokaw · director | 267.3K | 3.60% | Form 4 | Apr 2, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Eric H. Speron | director | +1,250 | $39.73 |
Peers
- St. Joe
Florida land developer with entitlement and leasing overlap
- Gladstone Land
Farmland REIT competing in leased agricultural acreage
- Limoneira
Citrus and real estate hybrid with land-conversion overlap
- Farmland Partners
Farmland REIT overlap in leasing and land appreciation
- Tejon Ranch
Land-rich agribusiness and entitlement developer
- Forestar Group
Residential lot developer competing for entitlement partners
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alico | $40.42 | −0.15% | $299.8M | 192.5 | — | 17.6 | +7.8% |
| St. Joe | $67.32 | −0.07% | $3.83B | 31.5 | — | 7.0 | +23.1% |
| Gladstone Land | $8.99 | +0.13% | $386.9M | — | — | 4.4 | +3.2% |
| Limoneira | $13.78 | −0.18% | $249.9M | — | 71.4 | 1.9 | −31.9% |
| Farmland Partners | $10.25 | −0.05% | $447.2M | 19.1 | 47.7 | 8.4 | −42.7% |
| Tejon Ranch | $16.20 | −0.06% | $437.5M | 71.6 | — | 7.7 | +71.7% |
| Forestar Group | $28.63 | +0.17% | $1.46B | 8.6 | 10.1 | 0.8 | +4.2% |
| Median | 25.3 | 47.7 | 5.7 | +3.7% |