Insider Trading January 26, 2026

Globalharvest Increases Stake in Mission Produce with $4.05M Buy

Ten percent owner expands position as Mission shares climb and company completes major acquisition

By Derek Hwang AVO
Globalharvest Increases Stake in Mission Produce with $4.05M Buy
AVO

Globalharvest Holdings Venture Ltd, already a roughly ten percent holder of Mission Produce, Inc. (NASDAQ: AVO), purchased $4.05 million of additional Mission Produce shares across two days in late January 2026, according to a Form 4 filing with the Securities and Exchange Commission. The buys occurred as Mission’s stock showed recent strength and ahead of the company’s completed acquisition of Calavo Growers and the release of its fourth-quarter 2025 results.

Key Points

  • Globalharvest, a roughly ten percent owner of Mission Produce, purchased $4.05 million of Mission shares on January 21-22, 2026, increasing its direct stake to 9,770,608 shares.
  • Mission Produce shares have risen 8.2% in the past week and 11.7% over six months and were trading at $13.57, near a 52-week high of $14.23; analyst targets range from $17 to $18.
  • Mission completed a $430 million cash-and-stock acquisition of Calavo Growers; Calavo shareholders receive $27.00 per share comprised of $14.85 cash and 0.9790 Mission shares, a 26% premium to Calavo’s 30-day VWAP.

Globalharvest Holdings Venture Ltd - a stakeholder that owns approximately ten percent of Mission Produce, Inc. (NASDAQ: AVO) - reported purchases of Mission Produce common stock totaling $4.05 million in transactions executed on January 21 and January 22, 2026, as disclosed on a Form 4 filing with the Securities and Exchange Commission.

On January 21, Globalharvest acquired 237,270 shares in multiple trades at prices ranging from $12.61 to $13.00, amounting to $3,065,057 in aggregate. After that series of purchases, the entity’s direct holdings stood at 9,698,858 shares.

The following day, January 22, Globalharvest added 71,750 shares, bought at prices between $13.29 and $14.00, for a combined value of $990,621. That transaction increased the entity’s direct ownership to 9,770,608 shares.

Mission Produce’s market price at the time of reporting was $13.57, placing it near its 52-week high of $14.23. The company’s shares have shown notable momentum recently, rising 8.2% over the past week and 11.7% over the prior six months.

Market valuation commentary in the filing noted that the stock appears slightly undervalued based on fair value estimates from a financial research service, and that analyst price targets fall in the $17 to $18 range.


Separately, Mission Produce has completed the acquisition of Calavo Growers, Inc. in a cash-and-stock transaction valued at approximately $430 million. Under the terms disclosed, Calavo shareholders receive $27.00 per share in total consideration, composed of $14.85 in cash plus 0.9790 shares of Mission Produce common stock for each Calavo share. The overall consideration represents a 26% premium to Calavo’s 30-day volume-weighted average price.

In its fourth-quarter reporting for fiscal 2025, Mission Produce recorded a Q4 revenue figure of $319 million, a year-over-year decline of 10% from the comparable quarter. For the full year, the company reported record annual revenue of $1.39 billion, a 13% increase year over year. Earnings per share for Q4 were reported at $0.31, ahead of the $0.195 projection noted in the filing.

The combination of insider buying activity, a strategic acquisition involving both cash and equity consideration, and the company’s mixed quarterly and annual results frame the recent developments for Mission Produce as it integrates Calavo and navigates near-term revenue volatility.

Risks

  • Part of the Calavo consideration is paid in Mission stock - the final value realized by Calavo shareholders depends on Mission’s future share price, introducing equity-price exposure to the deal.
  • Mission Produce reported a 10% decline in Q4 revenue to $319 million despite a record annual revenue of $1.39 billion, indicating potential near-term revenue volatility.
  • Globalharvest’s purchases occurred while Mission shares were approaching their 52-week high, so future upside from current levels is uncertain.

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