BLMN at a glance
Bloomin' Brands, Inc. (BLMN, SEC CIK 1546417) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Bloomin' Brands, Inc. (BLMN) reported revenue of $4.0 billion (up 0.1% from FY2024) and net income of $8.2 million. Diluted EPS was $0.10.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Bloomin' Brands, Inc. (BLMN) shares worth $374.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.0B
- +0.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $374.4M · +1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Revenue $1,015.9M, up 1.3% YoY from $1,003.4M
- Operating margin 3.8% vs 3.0%; restaurant-level margin 12.4% vs 12.0% YoY
- Bonefish Grill best comparable sales, up 8.1%; Outback Steakhouse weakest at 1.4%
- Operating cash flow $110.0M vs $92.8M YoY; capital expenditures $53.1M vs $36.6M
- Headwinds from commodity inflation, wage inflation, advertising, impairments and accelerated depreciation; turnaround strategy ongoing
Risk Factors
- No risk-factors section provided in submitted excerpt
- No newly added risk trigger disclosed
- No updated regulatory, legal, compliance, operational, competitive, market, or financial risks disclosed
AI summary of the BLMN 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 1.01: Entry into a Material Definitive Agreement
- Credit facility maturity extended to September 25, 2031, preserving long-term liquidity access
- New 3.50x senior secured net leverage covenant adds tighter debt-structure restrictions
Item 7.01: Regulation FD Disclosure
- Bloomin’ Brands announced a new credit agreement on September 29, 2026
- Credit agreement terms and financial implications are detailed in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Revolving credit facility maturity extended to September 25, 2031, reducing near-term refinancing risk
- $1.2 billion lender commitment maintained with substantially unchanged pricing and interest-rate spreads
Item 2.02: Results of Operations and Financial Condition
- Earnings release covers the thirteen weeks ended June 28, 2026
- Exhibit 99.1 contains Bloomin’ Brands’ financial results and accompanying disclosures
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 1.3% to $1,015.8M, while diluted EPS increased to $0.37 from $0.29
- Adjusted EPS reached $0.39, up from $0.32, with restaurant-level margin expanding to 12.4% from 12.0%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jessica Mitory resigning as Senior Vice President and Chief Human Resources Officer, effective August 17, 2026
- Departure unrelated to disagreements over company operations, policies, or practices
AI summaries of BLMN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLMN
Don't miss the next BLMN filing
- Alerts as it files. A push when BLMN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BLMN, by share count.
- Ask anything. An AI agent that reads every BLMN filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Spanos Mike | M | Oct 1, 2026 | 60,082 | - |
| Spanos Mike | F | Oct 1, 2026 | 23,643 | $8.38 |
| Spanos Mike | M | Oct 1, 2026 | 60,082 | - |
| Lefferts Kelly | M | Sep 3, 2026 | 6,481 | - |
| Lefferts Kelly | M | Sep 3, 2026 | 6,481 | - |
| Lefferts Kelly | F | Sep 3, 2026 | 1,579 | $9.73 |
| Pace Philip J | F | Sep 3, 2026 | 790 | $9.73 |
| Hafner Patrick M | F | Sep 3, 2026 | 1,973 | $9.73 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.0B | $4.0B |
| Operating Income | - | $139.8M | $37.2M |
| Net Income | $247.4M | -$128.0M | $8.2M |
| Op. Margin | - | 3.5% | 0.9% |
| Net Margin | - | -3.2% | 0.2% |
| Balance Sheet | |||
| Total Assets | $3.4B | $3.4B | $3.2B |
| Equity | - | $135.5M | $333.6M |
| ROE | - | -94.5% | 2.5% |
| Per Share | |||
| EPS | $2.56 | $-1.49 | $0.10 |
| Cash Flow | |||
| Operating CF | - | $228.1M | $276.7M |
| CapEx | $324.3M | $220.7M | $179.9M |
Source: XBRL data in Bloomin' Brands, Inc. (BLMN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLMN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $374.4M |
| Q1 2026 | 29 | $228.7M |
| Q4 2025 | 28 | $289.8M |
| Q3 2025 | 29 | $388.9M |
| Q2 2025 | 29 | $444.3M |
| Q1 2025 | 26 | $300.7M |
| Q4 2024 | 22 | $403.3M |
| Q3 2024 | 19 | $419.9M |
- Dimensional Fund Advisors+1.29M (+58%)
- Renaissance Technologies LLC+1.22M (+330%)
- Franklin Resources+705.2K (+1203%)
- Goldman Sachs Group+684.3K (+34%)
- BlackRock+414.2K (+6%)
- Starboard Value LP−3.80M (-48%)
- Prudential Financial−1.95M (-68%)
- Two Sigma Investments−504.8K (-20%)
- Millennium Management−340.1K (-24%)
- Morgan Stanley−322.6K (-20%)
- U.S. Bancorp+270
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLMN 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 5, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 10-Q | May 7, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 4 | Apr 24, 2026 | - | - | - |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Apr 24, 2026 | - | - | - |
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BLMN SEC filings: frequently asked questions
Which institutions hold BLMN stock?
As of June 30, 2026, the largest Bloomin' Brands, Inc. (BLMN) holders among the 13F filers tracked by SignalX were BlackRock ($62.6 million), Starboard Value LP ($38.2 million), Dimensional Fund Advisors ($32.0 million), Vanguard Capital Management LLC ($31.1 million), AQR Capital Management ($30.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLMN's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Bloomin' Brands, Inc. (BLMN) reported revenue of $4.0 billion (up 0.1% from FY2024) and net income of $8.2 million. Diluted EPS was $0.10. The figures come from the XBRL data in the 10-K.
What did BLMN report in its latest 8-K?
Bloomin' Brands, Inc. (BLMN) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). Credit facility maturity extended to September 25, 2031, preserving long-term liquidity access.
What are the latest BLMN SEC filings?
Bloomin' Brands, Inc. (BLMN) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 5, 2026.
What is BLMN's SEC CIK number?
Bloomin' Brands, Inc. (BLMN)'s SEC Central Index Key (CIK) is 1546417. EDGAR lists every BLMN filing under that number.
Ask anything about BLMN
The research agent reads BLMN's filings, financials, insider trades and 13F holders, then answers with sources.