FELE FRANKLIN ELECTRIC CO INC
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 4/4 quarters. Q1 2026: $7M, Q3 2025: $9M, Q2 2025: $39M, Q1 2025: $9M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $7M vs trailing avg $19M (-64%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-151M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Missing shares repurchased or outstanding data
Insider Buying
Are officers and directors buying stock with their own money on the open market?
1 open-market purchase by Ruzynski Joseph A.
- Ruzynski Joseph A. (CEO) bought 500 shares at $93.34 on 2026-02-19
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 4 quarters but insufficient insider buying
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $1M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 279.4x more than bought. 3 C-suite officers among sellers
- davis delancey w (President, Headwater Companies) sold 200 shares on 2026-05-01
- Grandon Jonathan M. (Chief Administrative Officer) sold 1,704 shares on 2026-04-30
- Grandon Jonathan M. (Chief Administrative Officer) sold 3,284 shares on 2026-04-30
- Grandon Jonathan M. (Chief Administrative Officer) sold 10,036 shares on 2025-08-13
- Taylor Jeffery L (Vice President and CFO) sold 9,789 shares on 2025-05-13