InsidersTradesSigma
Follow the Nathans Famous, INC. share price and the full management transaction log of the company, a listed equity based in United States. Shares are listed on the US market, under the oversight of SEC (Form 4). Operating in the Retail & Commerce sector, Nathans Famous, INC. has logged 17 reports. Market capitalisation: €400.8m. The latest transaction was filed on 9 December 2025 (Levée d'options). Among the most active insiders: GENSON BRIAN S. All data is free.
17
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€370,747
6 ops.
Sell Volume
29Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 11,477 of 29,063 companies
56.9
score / 100
Value56
Quality58
FCF yld4.5%
Earn yld5.0%
EV/EBITDA14.0x
ROE·
Gross mgn30%
Net mgn12%
Debt/EBITDA1.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 9 December 2025
Declarations17 total
10,000 sharesCommon StockSEC:0001104659-25-119742:0
21,707 shares0Common StockSEC:0001104659-25-014746:0
900 shares@ US$87.0020.5% of flowCommon StockSEC:0001104659-25-012153:0
10,000 sharesCommon StockSEC:0001104659-24-127173:0
1,400 shares@ US$86.2530.8% of flowCommon StockSEC:0001104659-24-119695:0
1,750 shares0Common StockSEC:0001104659-24-093414:0
25,000 shares0Common StockSEC:0001104659-24-030046:0
50 shares@ US$68.000.8% of flowCommon StockSEC:0001104659-24-027011:0
10,000 sharesCommon StockSEC:0001104659-23-125358:0
580 shares@ US$67.509.8% of flowCommon StockSEC:0001104659-23-124292:0
900 shares0Common StockSEC:0001104659-23-122823:0
1,744 shares@ US$73.0031.4% of flowCommon StockSEC:0001104659-23-097270:0
675 shares0Common StockSEC:0001104659-23-093909:0
20,000 shares0Common StockSEC:0001104659-23-089304:0
390 shares@ US$65.04646.6% of flowCommon StockSEC:0001104659-22-123773:0
900 shares0Common StockSEC:0001104659-22-093032:0
113 shares@ US$62.83100.0% of flowCommon StockSEC:0001104659-21-115491:0
17 of 17 declarations
关于 Nathans Famous, INC.
Nathan’s Famous, Inc. 是一家在美国上市的消费和分销公司，拥有独特的混合模式，结合了餐厅运营、品牌授权和消费包装商品。该公司起源于1916年，当时 Nathan Handwerker 在纽约康尼岛开设了最初的五分钱热狗摊。如今，其运营总部位于美国纽约杰里科，其股票在美国公开市场 NYSE/NASDAQ 生态系统交易。([sec.gov](https://www.sec.gov/Archives/edgar/data/69733/000143774925019916/nath20250331_10k.htm?utm_source=openai)) Nathan’s Famous 以其标志性的牛肉热狗和波浪形薯条而闻名，但其业务已远远超越了简单的快餐概念。历史上，该公司经营和特许经营 Nathan’s 品牌的餐厅。最近，它强调了更广泛的品牌平台战略：针对通过超市、杂货连锁店和会员店销售的包装消费品的授权计划；针对餐饮服务运营商的品牌产品计划；以及包括公司自营和特许经营单位以及虚拟厨房在内的同名餐厅系统。管理层一再强调，扩大分销点，而非积极增加公司自营店面，是核心战略目标。([sec.gov](https://www.sec.gov/Archives/edgar/data/69733/000143774925019916/nath20250331_10k.htm)) 从竞争角度来看，Nathan’s 在美国餐饮服务和品牌食品领域占据了一个虽小但高度可识别的利基市场。其主要竞争优势在于品牌传承、强大的消费者认知度以及清晰的纽约特色，这支持了餐厅客流量和场外产品销售。该公司的产品不仅限于经典热狗：最近的特许经营材料强调了汉堡、奶酪牛排、鸡肉三明治、鸡柳和洋葱圈，这在保留核心价值主张的同时拓宽了品牌的关联性。对于投资者而言，关键在于 Nathan’s 更多地是作为一个品牌变现平台而非大型连锁餐厅进行竞争。([franchise.nathansfamous.com](https://franchise.nathansfamous.com/)) 近期发展至关重要。2026年1月，Nathan’s Famous 宣布与 Smithfield Foods 达成合并协议，这是一项重大的战略事件，可能会重塑投资前景，但需获得惯例的股东和监管批准以及交割条件。2025年6月，该公司还宣布派发每股 $0.50 的季度现金股息。与此同时，管理层已将通胀压力、牛肉投入成本以及对主要供应商 Smithfield Foods 的依赖列为持续风险。对于国际投资者而言，Nathan’s Famous 作为一家具有传承的美国消费品牌脱颖而出，拥有经常性授权经济效益、选择性餐厅敞口以及一个活跃的并购催化剂。([sec.gov](https://www.sec.gov/Archives/edgar/data/69733/000110465926005233/tm263713d1_8k.htm))
