Turtle Creek Asset Management acquires $417,990 in JELD-WEN stock

Published 25/03/2025, 21:24
Turtle Creek Asset Management acquires $417,990 in JELD-WEN stock

In a recent filing with the Securities and Exchange Commission, Turtle Creek Asset Management Inc. disclosed a series of stock purchases in JELD-WEN Holding, Inc. (NYSE:JELD) on March 21, 2025. The investment firm acquired a total of 70,000 shares at a weighted average price of $5.9713 per share, amounting to a total transaction value of $417,990. The purchase comes as JELD-WEN’s stock trades near its 52-week low of $5.44, having declined over 70% in the past year according to InvestingPro data.

The purchases were made across various funds managed by Turtle Creek, including Turtle Creek Equity Fund, Turtle Creek Investment Fund, Turtle Creek United States Equity Fund, Turtle Creek Synthetic PE Fund, and Turtle Creek North American Equity Fund. Following these transactions, Turtle Creek’s holdings in JELD-WEN increased, with the largest portion held by the Turtle Creek Equity Fund. The company currently maintains a market capitalization of approximately $520 million, with a current ratio of 1.92 indicating sufficient liquidity to meet short-term obligations.

These transactions reflect Turtle Creek’s strategic investment approach, as the firm continues to manage its equity interests across diverse funds. The weighted average price of the shares ranged from $5.895 to $6.00, according to the filing. InvestingPro analysis suggests the stock is currently undervalued, with analysts maintaining a consensus price target range of $5.00 to $10.50. Discover more insights and 15 additional ProTips about JELD-WEN’s financial health and growth prospects with an InvestingPro subscription, including access to comprehensive Pro Research Reports covering 1,400+ US stocks.

In other recent news, JELD-WEN Holding, Inc. reported a fourth-quarter net loss of $68.4 million, or ($0.81) per share, a significant increase from the previous year’s loss, influenced by a non-cash goodwill impairment charge. The company’s adjusted earnings per share (EPS) fell short of analyst estimates, and revenue decreased by 12.3% to $895.7 million, although it exceeded consensus expectations. For the full year, JELD-WEN’s net revenues dropped by 12.3% to $3.775.6 million, with a net loss of ($187.6) million, compared to a net income the previous year. Looking forward, JELD-WEN’s 2025 guidance projects revenue between $3.2 billion and $3.4 billion, below market consensus, with a core revenue decline of 4% to 9%.

Loop Capital Markets adjusted its price target for JELD-WEN to $8.00, down from $10.00, maintaining a Hold rating, following the company’s release of its full-year 2025 guidance. Similarly, Jefferies reduced its price target to $7.00 from $10.00, also holding a Hold rating, citing ongoing downward revisions in earnings. JELD-WEN’s management has acknowledged challenges such as tariffs and economic headwinds, planning transformation actions expected to yield $150 million in benefits.

The company also announced the approval of its 2025 Management Incentive Plan, aimed at aligning leadership interests with shareholders through performance-based bonuses. Additionally, JELD-WEN completed the sale of its Towanda facility, which is expected to reduce annual revenues by $150 million to $200 million. This move follows a legal requirement and is part of JELD-WEN’s strategic shift as it navigates challenging market conditions.

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