ALICO, INC.: directors' dealings · United States · SEC (Form 4)

About ALICO, INC.

Alico, Inc. (Nasdaq: ALCO) is a U.S.-listed agribusiness and land-management company headquartered in Fort Myers, Florida, in the United States. Founded in 1960, the company has historically been one of the best-known public proxies for Florida citrus exposure, while also owning a large land base and mineral-rights portfolio across multiple counties in the state. Its business profile has long combined agricultural operations with the management and monetization of real assets. ([sec.gov](https://www.sec.gov/Archives/edgar/data/3545/000000354525000140/alco-20250930.htm?utm_source=openai)) Operationally, Alico’s legacy model centered on two main segments: citrus production and land management / other operations. According to SEC filings, the company generated revenue from citrus product sales and grove leases, as well as from farming, grazing and hunting leases, rock and sand royalties, sod sales, and leases of oil extraction rights to third parties. That mix made Alico a hybrid agribusiness and land-asset company rather than a pure-play grower. ([sec.gov](https://www.sec.gov/Archives/edgar/data/3545/000000354525000140/alco-20250930.htm?utm_source=openai)) The most important strategic development in 2025 was Alico’s announced transformation. The company disclosed a “Strategic Transformation” plan to wind down its Alico Citrus division after the 2024/2025 harvest, citing prolonged environmental and financial pressure, and to shift its focus toward a long-term diversified land-usage and real estate development strategy. The move reflects the severe structural challenges facing Florida citrus, where hurricanes and citrus greening have materially weakened the industry over time. ([sec.gov](https://www.sec.gov/Archives/edgar/data/3545/000000354525000140/alco-20250930.htm?utm_source=openai)) This repositioning changes Alico’s competitive standing. Instead of being evaluated primarily as a citrus producer vulnerable to weather, disease and crop volatility, the company is increasingly viewed as a Florida landholder with optionality around development, conservation, agricultural leasing and other higher-value uses of land. In recent filings, Alico stated that it owned approximately 49,000 acres of land and approximately 44,350 acres of mineral rights in Florida. Recent company disclosures and press coverage also pointed to progress on a planned master community in Southwest Florida, reinforcing the land-development angle as a potential long-term value driver. ([sec.gov](https://www.sec.gov/Archives/edgar/data/3545/000000354526000012/alco-20251231.htm?utm_source=openai)) For French-speaking investors, the key takeaway is that Alico is in transition: a long-established agricultural company listed on the Nasdaq in the United States, now moving away from low-margin citrus production toward a more diversified land monetization model. The opportunity is tied to Florida land value creation, but the execution risk remains meaningful, given regulatory approvals, local real estate conditions, environmental constraints and the timing of asset sales or development milestones. ([sec.gov](https://www.sec.gov/Archives/edgar/data/3545/000000354525000140/alco-20250930.htm?utm_source=openai))