ATEX at a glance
Anterix Inc. (ATEX, SEC CIK 1304492) filed its latest 10-K annual report on June 25, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), Anterix Inc. (ATEX) reported revenue of $6.5 million (up 7.8% from FY2025) and net income of $90.6 million. Diluted EPS was $4.83.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Anterix Inc. (ATEX) shares worth $491.1 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lang Scott A. on September 21, 2026 of 15,000 shares at $80.00 per share.
- In the last 90 days, ATEX insiders reported 0 open-market purchases ($0) and 22 open-market sales ($14.1M) on Form 4, a net sale of $14.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $6.5M
- +7.8% vs prior year
- Insiders · 90 days
- 0 buys · 22 sells
- Net −$14.1M
- 13F holders
- 25 funds
- $491.1M · +2 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Mar 31, 2026
Risk Factors
- Regulatory risk: FCC 2026 Report and Order build-out and channel acquisition requirements may delay or increase costs to obtain broadband licenses, impacting revenue timing and profitability
- Macroeconomic risk: Inflation, trade restrictions, tariffs, and geopolitical conflicts causing supply chain issues limiting technology availability for customers deploying networks on Anterix’s spectrum
- Operational risk: Dependency on clearing incumbents and negotiating with Complex Systems operators who can block or delay broadband license acquisition in key populated areas
- Competitive risk: Potential competition from buyer of T-Mobile’s 800 MHz spectrum and carriers like Verizon, AT&T, with greater resources and pricing flexibility threatens Anterix’s customer agreements and pricing
- Financial risk: $194.2M federal NOLs limited to 80% taxable income offset and subject to ownership change rules, with significant uncertainty on timing of profitability and need for additional financing
Business Overview
- Core business model evolving from long-term spectrum leasing to integrated spectrum acquisition, clearing, sale, lease, and recurring revenue product/service offerings
- Launched TowerX tower site access service and CatalyX turnkey connectivity management solution in fiscal 2026
- Strategic shift to broader operating model with gross revenue recognition for spectrum sales post-Dec 2025, reflecting matured commercial approach
- Recognized $34.8M gain on intimate asset sales and $105.4M gain from narrowband to broadband license exchanges; 64 employees as of March 31, 2026
- FCC’s 2026 Report and Order expanded 900 MHz broadband segment from 6 MHz to 10 MHz, enhancing spectrum utility and licensing eligibility across 3,233 US counties
Management Discussion & Analysis
- Revenue $6.5M, up 8% YoY from $6.0M driven by agreements with TECO, Xcel Energy and Ameren
- Net income $90.6M vs net loss $(11.4)M; operating expenses down 10.4% to $52.7M from $58.8M
- Best seg: Gain on exchange of intangible assets $105.4M vs $22.8M; worst expense seg: G&A $36.1M vs $42.7M (down 15%)
- Cash flow: Operating cash inflow $5.5M vs outflow $(29.3)M, Investing $40.5M vs $22.8M, Financing inflow $3.6M vs outflow $(6.6)M; $1.0M buybacks, no excise tax paid
- Outlook/risk: $25.3M contracted proceeds for FY27, significant contingent liabilities, possibility of raising capital, market and regulatory risks noted
AI summary of the ATEX 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2.0M, up $0.5M from $1.4M YoY, entirely from spectrum revenue
- Operating margin -12.6% vs 1,585.7% YoY; net income $0.2M vs $25.2M
- Gain on license exchanges $10.7M vs $33.9M YoY; six counties vs 62 counties
- Cash $116.0M; operating cash flow $2.0M vs $(3.1)M YoY
- Financing cash inflow $20.0M from $20.3M stock-option proceeds; $6.7M spectrum investment outflow
Risk Factors
- No material changes to risk factors from the 2026 Annual Report
- Carried-forward risk: adverse effects from known and unknown risks on operations or financial condition
- Capital-allocation risk: $226.672 million remained under the share-repurchase program through June 30, 2026
- Insider-trading compliance risk: CEO and CFO adopted Rule 10b5-1 plans covering 15,000 and 7,010 securities respectively
AI summary of the ATEX 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 8.01: Other Events
- New $250 million share repurchase authorization effective September 22, 2026 through September 22, 2029
- Repurchases may occur through open-market or privately negotiated transactions
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q1 2027 results covered three months ended June 30, 2026
- Earnings release issued August 11, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 1.0 million additional shares for issuance under Anterix’s 2023 Stock Plan
- Expanded equity pool increases potential dilution and supports employee and executive compensation
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected for terms through 2027, preserving board continuity
- Executive compensation approved with 14,641,617 FOR votes, signaling strong shareholder support
AI summaries of ATEX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ATEX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Marquez Elena | F | Oct 5, 2026 | 473 | $84.33 |
| Marquez Elena | F | Sep 29, 2026 | 1,325 | $81.75 |
| Lang Scott A. | Sell | Sep 21, 2026 | 15,000 | $80.00 |
| DANIELS LESLIE B | Sell | Sep 10, 2026 | 2,500 | $83.83 |
| Martin Heather | Sell | Sep 10, 2026 | 8,064 | $84.20 |
| Martin Heather | F | Sep 9, 2026 | 3,465 | $85.44 |
| Ashe Gena L | F | Sep 8, 2026 | 2,769 | $86.27 |
| Ashe Gena L | Sell | Sep 8, 2026 | 4,064 | $85.44 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.0M | $6.5M |
| Operating Income | - | -$11.7M | $93.9M |
| Net Income | -$9.1M | -$11.4M | $90.6M |
| Op. Margin | - | -194.2% | 1444.9% |
| Net Margin | - | -188.6% | 1394.2% |
| Balance Sheet | |||
| Total Assets | $324.9M | $333.1M | $465.2M |
| Equity | - | $156.6M | $262.3M |
| ROE | - | -7.3% | 34.6% |
| Per Share | |||
| EPS | $-0.49 | $-0.61 | $4.83 |
| Cash Flow | |||
| Operating CF | - | -$29.3M | $5.5M |
| CapEx | $307K | $87K | $31K |
Source: XBRL data in Anterix Inc. (ATEX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ATEX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $491.1M |
| Q1 2026 | 23 | $150.6M |
| Q4 2025 | 18 | $84.3M |
| Q3 2025 | 19 | $81.6M |
| Q2 2025 | 18 | $114.3M |
| Q1 2025 | 18 | $122.8M |
| Q4 2024 | 13 | $84.7M |
| Q3 2024 | 12 | $55.9M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 146 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ATEX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 11, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
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ATEX SEC filings: frequently asked questions
Are ATEX insiders buying or selling?
In the last 90 days, Anterix Inc. (ATEX) officers, directors and 10% owners reported no open-market purchases and 22 open-market sales worth $14.1 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ATEX stock?
As of June 30, 2026, the largest Anterix Inc. (ATEX) holders among the 13F filers tracked by SignalX were BlackRock ($110.7 million), T. Rowe Price Group ($77.3 million), Vanguard Capital Management LLC ($56.9 million), State Street Corp ($51.1 million), Dimensional Fund Advisors ($38.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ATEX's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), Anterix Inc. (ATEX) reported revenue of $6.5 million (up 7.8% from FY2025) and net income of $90.6 million. Diluted EPS was $4.83. The figures come from the XBRL data in the 10-K.
What are the main risks in ATEX's latest 10-K?
In the 10-K filed June 25, 2026, Anterix Inc. (ATEX) flagged: Regulatory risk: FCC 2026 Report and Order build-out and channel acquisition requirements may delay or increase costs to obtain broadband licenses, impacting revenue timing and profitability. Macroeconomic risk: Inflation, trade restrictions, tariffs, and geopolitical conflicts causing supply chain issues limiting technology availability for customers deploying networks on Anterix’s spectrum. (AI summary of the Risk Factors section.)
What did ATEX report in its latest 8-K?
Anterix Inc. (ATEX) filed an 8-K on September 18, 2026 reporting Item 8.01 (Other Events). New $250 million share repurchase authorization effective September 22, 2026 through September 22, 2029.
What are the latest ATEX SEC filings?
Anterix Inc. (ATEX) filed its latest 10-K annual report on June 25, 2026, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on October 6, 2026.
What is ATEX's SEC CIK number?
Anterix Inc. (ATEX)'s SEC Central Index Key (CIK) is 1304492. EDGAR lists every ATEX filing under that number.
Ask anything about ATEX
The research agent reads ATEX's filings, financials, insider trades and 13F holders, then answers with sources.