Oil-Dri Corporation of America (ODC) - Stock Analysis
Last updated: Jul 25, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Strong momentum breakout, with shares up about 26% over 21 trading days and roughly 22% above the 21-day average. Recent operating news supports the move, including record revenues, strong earnings growth, a 23rd consecutive annual dividend raise, and buyback authorization.
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AI Analyst Overview
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Valuation Metrics
Price Behavior
Key Price Behavior Insights: ⢠Support forming ⢠Resistance overhead ⢠Sharp pullback Support Level: $94.52 Resistance Level: $101.94-$103.84, then $106.44 ODC has corrected from its recent $106.44 peak to $98.79, found support near $94.52, and needs to reclaim the $101.94-$103.84 zone to signal the pullback is ending.
Sentiment & News
Key News Insights: ⢠Fill-rate strength ⢠Margin pressure ⢠Dividend confidence ODC looks attractive on strong operational execution and a 99.9% fill rate, but elevated capex is pressuring near-term margins as management backs long-term capacity and cash flow.
AI Summary
ODC is evolving into a self-funding industrial with real operating leverageâsales grew 9% while EPS rose 25% and cash/debt are strongâbut the stock's rerating now depends on proving durable margin expansion as cost inflation and heavy capex continue to pressure gross margins.
Description
OilâDri Corporation of America manufactures and sells mineralâbased sorbents and related specialty products through retail/wholesale and businessâtoâbusiness channels. Its product range serves agricultural and horticultural applications, animal health and feed additives, oilâ and solventâpurification processes, consumer pet litter and industrial/automotive cleanup, as well as sportsâfield maintenance. The company supplies retailers, distributors, processors and industrial customers in the U.S. and internationally and is headquartered in Chicago.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Jun 9 | Jun 16 | ODC | Oil-Dri Corporation of America | Strong momentum breakout, with shares up about 26% over 21 trading days and roughly 22% above the 21-day average. Recent operating news supports the move, including record revenues, strong earnings growth, a 23rd consecutive annual dividend raise, and buyback authorization. | Closed | -5.8% |