← BackNVE CORP /NEW/ · SemiconductorsNVEC
Low riskNext report: Around Jan 20, 2027 (est.)
The short versionA high-quality, profitable business with steady sales. Institutions are adding.
Going well
- Pays a 5.3% dividend yield
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 6.6% to their holdings in the quarter ending June 2026 (75 bought, 51 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$75.63+4.2% that day
- Company value
- $366M
- Share price times all shares
- Price vs profit (P/E)
- 20.5x
- You pay about $20 for each $1 of yearly profit
- Price vs sales
- 13.9x
- Company value is 13.9 times a year of sales
- Dividend yield
- 5.3%
- Yearly dividend as a share of today's price
- Cash vs value
- 1%
- Cash as a share of company value
From NVEC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Sep '26Not reported
Dec '23Tap a barSep '26
Over 5 years, sales grew about 4.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.25.1%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.57.7%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$14.5M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.1% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.78.7%
- Revenue
- $26.3M
- +1.8% vs prior year
- 5-year growth
- +4.3%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 34.84x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026Reported Oct 21After close4:17 pm ET - EPS
- $0.65
- vs $0.68
- Free cash flow
- $10.0M
- Share count
- +0.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
66/ 100
- This week
- 2
- Normal week
- 1.0
- vs normal
- 2.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+6.6%Institutions added 6.6% to their holdings. 75 bought, 51 sold.
Shares held by institutions4.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.1%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
5MNext reportAround Jan 20, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 21
- Results filedJul 22
- Results filedMay 6
- Results filedJan 21
- Results filedOct 22, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Earnings resultsOct 21 · Form 8-K ↗Quarterly reportOct 21 · Form 10-Q ↗SoldDaniel A BakerDirector
21,140 shares at $101.49 avg ($101.00 to $101.54) · $2.1M
- -54% of holdings
- Now owns 17,932 shares
- Not a pre-planned sale
- 2 transactions
- Filed 1 day after trade
SoldDaniel A BakerDirector
5,731 shares at $108.74 avg ($107.00 to $110.00) · $623K
- -13% of holdings
- Now owns 39,072 shares
- Not a pre-planned sale
- 3 transactions
- Filed same day
Returned to companyXuan Kelly WeiDirector
538 shares at $123.00 · $66K
- Owns no shares after
- Filed 8 days after trade
SoldDaniel A BakerDirector
1,500 shares at $121.50 · $182K
- -3% of holdings
- Now owns 44,803 shares
- Not a pre-planned sale
- Filed 2 days after trade
Stock awardCarolyn Walker ValentineDirector
1,000 shares
- Now owns 1,000 shares
- Exercise price $129.43
- Non-Qualified Stock Option
- Filed 12 days after trade
Leadership changeAug 10 · Form 8-K ↗Stock awardJames W BrackeDirector
1,000 shares
- +20% of holdings
- Now owns 6,000 shares
- Exercise price $129.43
- Non-Qualified Stock Option
- Filed 4 days after trade
Insider tradeAug 10 · Form 4 ↗Insider tradeAug 10 · Form 4 ↗New 5%+ holder (passive)Aug 7 · Form SCHEDULE 13G ↗Insider tradeJul 29 · Form 4 ↗Insider tradeJul 29 · Form 4 ↗Planned insider saleJul 27 · Form 144 ↗