LWAY

Lifeway Foods Inc

LWAY.US lifewaykefir.com + Research + Basket
CIK 0000814586
Employees 293
Phone 847 967 1010
Fiscal year end December
IPO Sep 29, 1987
Address 6431 West Oakton Street, Morton Grove, IL, United States, 60053
23.28
+0.06 (+0.26%)
USD · NASDAQ
52-week range
17.31
32.71
Trading at 39% of the 52-week range
Market Cap
350.78M
P/E Ratio
33.65
Forward P/E
29.94
Book Value
5.60
Div. Yield
N/A
% Institutions
57.37%
% Insiders
39.25%

1 Year

-9.9%

3 Year

+92.4%

10 Year

+29.9%
Description

Lifeway Foods, Inc. produces and markets probiotic-based products in North America. The company's primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, flavors, and milk types. It offers European-style soft cheeses, including farmer and white cheeses, and sweet kiss; cream and other products; drinkable yogurt; ProBugs, a line of kefir products designed for children; and Fresh Made butter and sour cream. The company sells its products under the Lifeway, Fresh Made, and GlenOaks Farms brand names, as well as under private labels on behalf of customers primarily through direct sales force, brokers, and distributors. Lifeway Foods, Inc. was incorporated in 1986 and is based in Morton Grove, Illinois.

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People

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Directors & Officers

Name Title Year Born
Ms. Julie Smolyansky Chairperson of the Board, CEO, President & Secretary 1975
Mr. Eric A. Hanson CFO, Chief Accounting Officer & Treasurer 1975

Insider Trading

Open insider trading
Date Insider Name Title Transaction Type Shares Price Value SEC
Apr 20, 2026 Ludmila Smolyansky N/A Sale 15.00K $26.50 $397.50K SEC
Mar 19, 2026 Edward Smolyansky N/A Sale 14.35K $17.77 $255.05K SEC
Mar 18, 2026 Ludmila Smolyansky N/A Sale 10.00K $18.74 $187.40K SEC
Mar 17, 2026 Edward Smolyansky N/A Sale 22.31K $20.10 $448.49K SEC
Mar 16, 2026 Edward Smolyansky N/A Sale 13.33K $20.60 $274.68K SEC
Dec 23, 2025 Ludmila Smolyansky N/A Sale 26.43K $24.42 $645.45K SEC
Dec 10, 2025 Ludmila Smolyansky N/A Sale 20.00K $23.17 $463.40K SEC
Dec 09, 2025 Ludmila Smolyansky N/A Sale 13.57K $23.41 $317.65K SEC
Dec 08, 2025 Ludmila Smolyansky N/A Sale 15.00K $23.56 $353.40K SEC
Oct 08, 2025 Ludmila Smolyansky N/A Sale 10.00K $26.44 $264.40K SEC
Oct 07, 2025 Ludmila Smolyansky N/A Sale 5.00K $26.32 $131.60K SEC
Oct 01, 2025 Edward Smolyansky N/A Sale 83.64K $25.91 $2.17M SEC
Sep 24, 2025 Edward Smolyansky N/A Sale 10.00K $26.69 $266.90K SEC
Sep 23, 2025 Edward Smolyansky N/A Sale 6.36K $26.53 $168.65K SEC
Jun 27, 2025 Jason Scott Scher N/A Sale 16.37K $24.24 $396.71K SEC
Jun 26, 2025 Jason Scott Scher N/A Sale 8.20K $24.22 $198.60K SEC
May 22, 2025 Pol Sikar N/A Sale 800.00 $22.80 $18.24K SEC
May 21, 2025 Pol Sikar N/A Sale 200.00 $22.83 $4.57K SEC
May 20, 2025 Pol Sikar N/A Sale 3.00K $22.35 $67.05K SEC
May 19, 2025 Julie Smolyansky N/A Sale 50.00K $22.07 $1.10M SEC

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Divisadero Street Capital Management, LP 2.10M Jun 30, 2026 13.91% $1.42 49.18%
Citadel Advisors Llc 930.11K Jun 30, 2026 6.16% $0.00 1,193.96%
Wellington Management Company LLP 585.10K Jun 30, 2026 3.87% $0.00 0.00%
Renaissance Technologies Corp 377.17K Jun 30, 2026 2.50% $0.02 2.31%
Vanguard Capital Management, LLC 366.77K Jun 30, 2026 2.43% $0.00 39.96%
BlackRock Inc 322.18K Jun 30, 2026 2.13% $0.00 16.00%
Pillsbury Lake Capital LLC 291.71K Jun 30, 2026 1.93% $2.38 0.00%
Dimensional Fund Advisors, Inc. 258.37K Jun 30, 2026 1.71% $0.00 9.62%
Two Sigma Investments LLC 228.14K Jun 30, 2026 1.51% $0.00 90.70%
Awm Investment Company Inc 223.00K Jun 30, 2026 1.48% $0.58 0.00%
Gamco Investors, Inc. Et Al 214.15K Jun 30, 2026 1.42% $0.06 -0.23%
Tudor Investment Corp Et AL 209.95K Jun 30, 2026 1.39% $0.01 -21.19%
FIRST SABREPOINT CAPITAL MANAGEMENT LP 170.00K Jun 30, 2026 1.13% $1.67 0.00%
Geode Capital Management, LLC 158.24K Jun 30, 2026 1.05% $0.00 16.22%
HBK INVESTMENTS L P 150.00K Jun 30, 2026 0.99% $0.04 0.00%
Squarepoint Ops LLC 124.29K Jun 30, 2026 0.82% $0.00 167.18%
Marshall Wace Asset Management Ltd 118.94K Jun 30, 2026 0.79% $0.00 -10.07%
Vanguard Portfolio Management, LLC 104.56K Jun 30, 2026 0.69% $0.00 177.37%
State Street Corp 99.83K Jun 30, 2026 0.66% $0.00 8.17%
Jane Street Group LLC 98.50K Jun 30, 2026 0.65% $0.00 337.66%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 285.77K 1.89% ▲ 0.00% Sep 30, 2026
2 iShares Russell 2000 ETF 224.71K 1.49% ▼ 1.13% Sep 30, 2026
3 1290 VT GAMCO Small Company Value IB 171.60K 1.14% ▲ 0.00% Aug 31, 2026
4 iShares Russell 2000 Growth ETF 88.64K 0.59% ▼ 0.13% Sep 30, 2026
5 Vanguard Consumer Staples ETF 64.06K 0.42% ▼ 1.16% Sep 30, 2026
6 Fidelity Small Cap Index 61.91K 0.41% ▲ 1.36% Jul 31, 2026
7 VT De Lisle America B USD 60.73K 0.40% ▲ 0.00% Sep 30, 2026
8 Northwestern Mutual Ser Small Cap Gr Stk 60.23K 0.40% ▲ 0.00% Jun 30, 2026
9 Vanguard Russell 2000 ETF 55.69K 0.37% ▲ 70.58% Sep 30, 2026
10 Dimensional US Small Cap ETF 44.41K 0.29% ▲ 0.00% Sep 30, 2026

Financial Highlights

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Market Cap: $350.78M
EBITDA: $20.00M
P/E Ratio: $33.65
PEG Ratio: $3.50
Book Value: $5.60
Earnings/Share: $0.69
Profit Margin: 4.49%
Operating Margin: 0.90%
ROA (TTM): 8.52%
ROE (TTM): 13.32%
Revenue (TTM): $242.41M
Revenue/Share (TTM): $15.93
Earnings Growth (YOY): -97.00%
Revenue Growth (YOY): 24.10%

Valuation Metrics

Enterprise Value: $362.83M
Trailing P/E: 33.65
Forward P/E: 29.94

Shares Statistics

Shares Outstanding: 15.11M
Shares Float: 6.43M
% Insiders: 39.25%
% Institutions: 57.37%
Short % Float: 11.25%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
Line Item
Step Type
Value
Revenue
adjust
$212.50M
Cost of Goods Sold
adjust
$-154.29M
Gross Profit
subtotal
$58.21M
SG&A
adjust
$-21.60M
Other Operating Expense
adjust
$-20.43M
Operating Income
subtotal
$16.17M
Other / Non-Operating Items
adjust
$-2.31M
Net Income
subtotal
$13.86M

Earnings Per Share (EPS) History

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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