Added to YB: 2026-03-24
Pitch date: 2026-03-19
RGR [neutral]
Sturm, Ruger & Company, Inc.
+0.18%
current return
Author Info
No bio for this author
Company Info
Sturm, Ruger & Company, Inc., together with its subsidiaries, designs, manufactures, and sells firearms under the Ruger name and trademark in the United States.
Market Cap
$621.5M
Pitch Price
$39.62
Price Target
N/A
Dividend
1.18%
EV/EBITDA
45.91
P/E
-144.13
EV/Sales
0.97
Sector
Leisure Products
Category
special_situation
Beretta/RGR Proxy Fight Update
RGR (update): Beretta (9.95% stake) pushing proxy fight for 4 board seats at 2026 annual meeting. Critiques RGR underperformance vs SWBI & market, 23% gross margin compression, 30% op margin compression, 103% net income decline since 2021. Board owns only 1% shares. Beretta wants to leverage Italian mil/LE expertise + RGR US manufacturing scale (e.g. anti-drone shotguns). Still denies seeking control despite Feb demand for 15% stake at 15% discount + 25% ownership + board seats.
Read full article (3 min)