ARKO at a glance
ARKO Corp. (ARKO, SEC CIK 1823794) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ARKO Corp. (ARKO) reported revenue of $7.6 billion (down 12.5% from FY2024) and net income of $22.7 million. Diluted EPS was $0.15.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding ARKO Corp. (ARKO) shares worth $205.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bricks Maury on June 11, 2026 of 10,000 shares at $8.50 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $7.6B
- −12.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $205.5M · −1 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to risk factors from the December 31, 2025 Form 10-K
- Carried-forward executive trading risk: CEO plan permits sales of up to 711,851 shares through January 4, 2027
- Carried-forward ownership concentration risk: CEO beneficially owned 23,068,144 shares as of August 3, 2026
- Carried-forward compliance risk: quarterly certifications required under Sections 302 and 906 of Sarbanes-Oxley Act
- Carried-forward financial risk: revolving credit agreement amended August 4, 2026 with terms not specified in the provided text
AI summary of the ARKO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 furnishes Exhibit 99.1, which contains ARKO’s fiscal-year 2026 results
- Information not deemed filed under Exchange Act Section 18, limiting associated liability
Item EX-99.1: Item EX-99.1
- Q2 net income fell to $9.4M from $20.1M, while six-month Adjusted EBITDA rose 14.0% to $122.9M
- USPP acquisition adds approximately 280M gallons, 400+ dealers and approximately $30M annualized Adjusted EBITDA
Item 1.01: Entry into a Material Definitive Agreement
- ARKO issued or may issue Common Stock to APC in a private placement exempt from Securities Act registration
- Exemption under Section 4(a)(2) and Rule 506 of Regulation D limits immediate public resale
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains ARKO’s fiscal-year 2026 results and management commentary
- Results are furnished under Item 2.02 and not deemed filed under Exchange Act Section 18
Item EX-99.1: Item EX-99.1
- Q2 net income rose to $12.2M from $10.0M, while Adjusted EBITDA increased to $39.8M from $38.3M
- USPP acquisition adds 280M gallons, 400-plus dealer locations, and approximately $30M annual Adjusted EBITDA
AI summaries of ARKO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARKO
Don't miss the next ARKO filing
- Alerts as it files. A push when ARKO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ARKO, by share count.
- Ask anything. An AI agent that reads every ARKO filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fogel Yona | A | Oct 1, 2026 | 2,037 | - |
| HEYER ANDREW R | A | Oct 1, 2026 | 11,557 | - |
| FRIEDMAN AVRAM Z | A | Oct 1, 2026 | 9,428 | - |
| Edmiston Sherman III | A | Oct 1, 2026 | 608 | - |
| Bricks Maury | Sell | Jun 11, 2026 | 10,000 | $8.50 |
| Bricks Maury | Sell | Jun 10, 2026 | 10,000 | $8.00 |
| Bricks Maury | Sell | Jun 5, 2026 | 15,000 | $7.69 |
| FRIEDMAN AVRAM Z | A | Jun 4, 2026 | 21,262 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $9.4B | $8.7B | $7.6B |
| Operating Income | - | $94.0M | $102.3M |
| Net Income | $34.4M | $20.8M | $22.7M |
| Op. Margin | - | 1.1% | 1.3% |
| Net Margin | 0.4% | 0.2% | 0.3% |
| Balance Sheet | |||
| Total Assets | - | $3.6B | $3.5B |
| Equity | - | $276.9M | $267.2M |
| ROE | - | 7.5% | 8.5% |
| Per Share | |||
| EPS | $0.24 | $0.13 | $0.15 |
| Cash Flow | |||
| Operating CF | - | $221.9M | $192.6M |
| CapEx | $111.2M | $113.9M | $127.3M |
Source: XBRL data in ARKO Corp. (ARKO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARKO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $205.5M |
| Q1 2026 | 29 | $129.0M |
| Q4 2025 | 25 | $94.0M |
| Q3 2025 | 22 | $178.8M |
| Q2 2025 | 23 | $91.1M |
| Q1 2025 | 18 | $62.0M |
| Q4 2024 | 18 | $86.2M |
| Q3 2024 | 14 | $63.1M |
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- Millennium Management−370.8K (-82%)
- Bank of America Corp−111.6K (-41%)
- JPMorgan Chase & Co−81.0K (-7%)
- Ameriprise Financial−66.8K (-49%)
- Morgan Stanley−58.4K (-21%)
- U.S. Bancorp−39
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARKO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 18, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
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ARKO SEC filings: frequently asked questions
Which institutions hold ARKO stock?
As of June 30, 2026, the largest ARKO Corp. (ARKO) holders among the 13F filers tracked by SignalX were BlackRock ($45.2 million), Invesco Ltd ($28.7 million), Dimensional Fund Advisors ($26.6 million), Vanguard Capital Management LLC ($21.8 million), State Street Corp ($16.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARKO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ARKO Corp. (ARKO) reported revenue of $7.6 billion (down 12.5% from FY2024) and net income of $22.7 million. Diluted EPS was $0.15. The figures come from the XBRL data in the 10-K.
What did ARKO report in its latest 8-K?
ARKO Corp. (ARKO) filed an 8-K on August 7, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Item 2.02 furnishes Exhibit 99.1, which contains ARKO’s fiscal-year 2026 results.
What are the latest ARKO SEC filings?
ARKO Corp. (ARKO) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on October 2, 2026.
What is ARKO's SEC CIK number?
ARKO Corp. (ARKO)'s SEC Central Index Key (CIK) is 1823794. EDGAR lists every ARKO filing under that number.
Ask anything about ARKO
The research agent reads ARKO's filings, financials, insider trades and 13F holders, then answers with sources.