Oil-Dri Corporation of America (ODC) - Stock Analysis
Last updated: Sep 13, 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
Fundamental Analysis
Key Financial Insights: ⢠Strong Cash Conversion ⢠Improving Liquidity ⢠Margin Pressure ODC remains highly profitable and cash-generative with improving liquidity and low leverage, but gross-margin pressure and elevated valuation warrant caution.
Price Behavior
Key Price Behavior Insights: ⢠Lower highs ⢠Critical support ⢠Modest rebound Support Level: $85.84â$86.00 Resistance Level: $87.90â$89.15 ODC remains mildly bearish over the last month, with $85.84â$86.00 support critical and a reclaim of $87.90â$89.15 needed to improve momentum.
Sentiment & News
Key News Insights: ⢠Results Scheduled ⢠Dividend Monitoring ⢠Industry Outreach Oil-Dri highlighted upcoming FY2026 results, dividend tracking, and Amlan's industry outreach, with no material operating surprises reported.
AI Summary
ODC is a resilient, cash-generative specialty-minerals operator, but at a premium valuation its upside depends on fiscal 2027 price increases and higher utilization offsetting rising depreciation and restoring margins; monitor October results for price realization, gross-margin stabilization, and sustained free-cash-flow conversion.
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% |