Twin Disc, Inc. Joins Russell 2000® and Russell 3000® Indexes

Twin Disc (NASDAQ:TWIN) announced its addition to the Russell 2000 and Russell 3000 indexes, effective June 29, 2026.

Rhea-AI Summary

Twin Disc (NASDAQ:TWIN) announced its addition to the Russell 2000 and Russell 3000 indexes, effective June 29, 2026. Management views this as a milestone reflecting strategic progress and a more diversified platform.

Russell US indexes benchmark about $12.2 trillion in assets, potentially increasing Twin Disc’s visibility among institutional investors.

Positive

• Added to Russell 2000 and Russell 3000 indexes effective June 29, 2026
• Access to benchmarks tied to about $12.2 trillion in Russell US index assets
• Management highlights inclusion as recognition of business strengthening and strategy execution

Negative

• None.

Argus Jun 29 session

-2.69% close to close Open Argus

Details

News Market Reaction – TWIN

In the Jun 29 session, TWIN declined 2.69%, reflecting a moderate negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights TWIN’s addition to major Russell indexes, potentially broadening instit...

Analysis

This announcement highlights TWIN’s addition to major Russell indexes, potentially broadening institutional awareness of a $334.8M company trading near its 52-week high. With low reported short interest, a key watchpoint remains whether future earnings sustain recent growth.

Key Figures

Assets benchmarked: $12.2 trillion Russell universe size: 4,000 stocks Reference date: April 30 +5 more

Assets benchmarked

$12.2 trillion

Investor assets tied to Russell US Indexes per FTSE Russell

Russell universe size

4,000 stocks

Number of largest US stocks captured in Russell reconstitution

Reference date

April 30

Cutoff date for ranking up to 4,000 largest US stocks

Price change

4.22%

TWIN move prior to Russell index inclusion news

Relative volume

9.1×

Today’s trading volume vs. 20-day average before the news

52-week range

$8.03–$24.4799

TWIN 52-week low and high before index addition

Distance from high

-1.18%

TWIN price vs. 52-week high prior to announcement

Market cap

$334,753,815

Equity value for TWIN before Russell index inclusion

Historical Context

5 past events · Latest: Jun 03

5 events

1. Jun 03

   Investor conference

   24h Move

   +2.3%

   CFO presentation and investor meetings at East Coast IDEAS Conference.

2. May 28

   Investor conference

   24h Move

   -1.5%

   CEO and CFO presenting at Noble Emerging Growth Virtual Conference.

3. May 06

   Earnings report

   24h Move

   +14.2%

   Fiscal Q3 2026 results with higher sales, margins, EBITDA and backlog.

4. Apr 30

   Dividend declaration

   24h Move

   -4.9%

   Approval of regular quarterly cash dividend of $0.04 per share.

5. Apr 22

   Earnings logistics

   24h Move

   +1.6%

   Announcement of timing and access details for Q3 2026 earnings call.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

russell 2000, russell 3000, russell us indexes, market-capitalization

4 terms

russell 2000 financial

"added to the Russell 2000® and Russell 3000® indexes, effective June 29, 2026"

An index that tracks the performance of roughly 2,000 smaller publicly traded U.S. companies, ranked by their size measured in market value. Investors use it like a thermometer for the small‑company segment of the stock market: it shows how that part of the market is doing, serves as a common benchmark for small‑cap funds, and helps gauge risk appetite and economic trends that often affect smaller businesses more than large ones.

russell 3000 financial

"added to the Russell 2000® and Russell 3000® indexes, effective June 29, 2026"

A broad stock-market index made up of the roughly 3,000 largest publicly traded U.S. companies, ranked by their total market value. It serves as a wide “basket” of American stocks that reflects the overall performance of the U.S. equity market, so investors use it as a benchmark or to gain broad exposure through index funds and ETFs—similar to watching an economy-sized shopping cart to judge how an entire store is doing.

russell us indexes financial

"Approximately $12.2 trillion in investor assets are benchmarked to or invested in products based on the Russell US Indexes"

A family of widely used benchmarks that group U.S. publicly traded companies by size and style (examples include large-cap and small-cap groupings). Investors and fund managers use these indexes as yardsticks to measure market performance, build index-tracking funds, and benchmark portfolio results—similar to using a ruler to compare heights. Changes in these indexes can influence investment flows and the prices of stocks included in them.

market-capitalization financial

"FTSE Russell determines membership for its Russell indexes primarily by objective, market-capitalization rankings and style attributes"

Market-capitalization is the total value of a company’s outstanding shares, calculated by multiplying the current share price by the number of shares issued. It gives investors a quick sense of a company’s size—like estimating the value of a bakery by multiplying the price of one slice by how many slices it sells—and helps judge relative risk, growth potential and how a stock fits into a diversified portfolio.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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MILWAUKEE, June 29, 2026 (GLOBE NEWSWIRE) -- Twin Disc, Inc. (NASDAQ: TWIN) announced today that it has been added to the Russell 2000® and Russell 3000® indexes, effective June 29, 2026.

“Our inclusion in the Russell indexes is an important milestone for Twin Disc and reflects the progress our team has made strengthening the business and executing our strategy,” said John H. Batten, President and Chief Executive Officer of Twin Disc. “With a more diversified platform, disciplined operations and continued focus on profitable growth, we believe Twin Disc is well positioned to create long-term value for shareholders while gaining broader visibility across the investment community.”

Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. Approximately $12.2 trillion in investor assets are benchmarked to or invested in products based on the Russell US Indexes, according to FTSE Russell, a leading global index provider.

The June reconstitution of the Russell US indexes captures up to the 4,000 largest US stocks as of April 30, ranking them by total market capitalization. Membership in the Russell 3000^® Index, which remains in place for half a year beginning 2026, means automatic inclusion in the large-cap Russell 1000 Index or small-cap Russell 2000 Index as well as the appropriate growth and value style indexes. FTSE Russell determines membership for its Russell indexes primarily by objective, market-capitalization rankings and style attributes.

For more information on the Russell 3000® Index and the Russell indexes reconstitution, go to the “Russell Reconstitution” section on the FTSE Russell website.

About Twin Disc

Twin Disc, Inc. designs, manufactures and sells marine and heavy-duty off-highway power transmission equipment. Products offered include marine transmissions, azimuth drives, surface drives, propellers and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches and control systems. The Company sells its products to customers primarily in the pleasure craft, commercial and military marine markets, as well as in the energy and natural resources, government and industrial markets. The Company’s worldwide sales to both domestic and foreign customers are transacted through a direct sales force and a distributor network. For more information, please visit www.twindisc.com.

Investors:
JBG Cap Advisory
chris@jbgcapadvisory.com

Source: Twin Disc, Incorporated

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Twin Disc (NASDAQ:TWIN) announce about Russell indexes on June 29, 2026?

Twin Disc announced it was added to the Russell 2000 and Russell 3000 indexes effective June 29, 2026. According to Twin Disc, this marks an important milestone and reflects progress in strengthening its business and executing its strategy.

How might Twin Disc’s inclusion in the Russell 2000 and 3000 indexes affect investors?

Index inclusion can increase a stock’s visibility to institutional investors that track Russell benchmarks. According to FTSE Russell, about $12.2 trillion in assets are benchmarked to or invested in products based on the Russell US indexes.

Why does Twin Disc consider joining the Russell indexes significant for shareholders (TWIN)?

Twin Disc describes Russell index inclusion as an important milestone that reflects a more diversified platform and disciplined operations. According to Twin Disc, the company believes it is positioned to create long-term shareholder value while gaining broader visibility across the investment community.

What are the Russell 2000 and Russell 3000 indexes that now include Twin Disc (TWIN)?

The Russell 3000 captures up to the 4,000 largest US stocks by market cap, with members assigned to the large-cap Russell 1000 or small-cap Russell 2000. FTSE Russell determines membership primarily using market-cap rankings and style attributes.

How long will Twin Disc remain in the Russell 3000 index after the 2026 reconstitution?

Membership in the Russell 3000 index remains in place for half a year beginning 2026. According to FTSE Russell’s methodology, this membership also means automatic inclusion in either the Russell 1000 or Russell 2000 and the appropriate growth and value style indexes.