DOW at a glance
Dow Inc. (DOW, SEC CIK 1751788) filed its latest 10-K annual report on February 3, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 23, 2026 and Form 4 insider filings as recently as July 6, 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), Dow Inc. (DOW) reported revenue of $40.0 billion (down 7.0% from FY2024) and a net loss of $2.6 billion. Diluted EPS was -$3.70.
- As of June 30, 2026, 52 institutional investment managers tracked by SignalX reported holding Dow Inc. (DOW) shares worth $8.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $40.0B
- −7.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 52 funds
- $8.6B · +2 vs prior quarter
- Latest 8-K
- Jul 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model details omitted per Form 10-K General Instruction I, no direct product or service disclosure
- Reliance on 2026 Proxy Statement for executive compensation, stock ownership, related transactions, and auditor fees
- No new products, services, segments, or strategic shifts disclosed in Business section this year
- Filing integrates 2025 consolidated financial statements and auditor report from Deloitte & Touche LLP
- Unusual filing format: business info replaced by references to Proxy Statement due to regulatory instruction
Risk Factors
- Legal risk from Alberta Court judgment ordering Nova Chemicals to pay $1.2B for damages through June 2018
- Macroeconomic exposure from 7% net sales decline in 2025 due to local price decreases across all segments and regions
- Supply chain vulnerability in Latin America with $303M impairment on chlor-alkali, propylene oxide, and brine production assets
- Competitive threat from joint venture margin compression causing equity losses of $240M in 2025, up from $6M in 2024
- Financial risk from negative net income $2.6B in 2025 vs positive $1.1B in 2024 and dividend cut by 50% in Q3 2025
Management Discussion & Analysis
- Environmental remediation liability $1,011M at Dec 31, 2025, down from $1,113M at Dec 31, 2024
- Remediation costs charged to income $63M in 2025 vs $197M in 2024; environmental operating costs $819M in 2025 vs $823M in 2024
- Environmental capex $226M in 2025, up from $208M in 2024
- Midland and Wood-Ridge site liabilities $277M in 2025, with $40M spent on remediation vs $303M and $45M in 2024
- Potential remediation cost range up to 2x accrued liability; material impact risk considered remote by management
AI summary of the DOW 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 $12.1B, up 20% YoY from $10.1B, driven by 20% local-price growth
- Cost of sales margin 82.1% vs 94.2% YoY
- Best segment Packaging & Specialty Plastics, sales up 27%; worst Industrial Intermediates & Infrastructure, sales up 14%
- Operating cash flow $1.324B, up $1.794B YoY; dividend $0.35 per share
- Transform to Outperform targeting at least $2B near-term Operating EBITDA improvement; Middle East tensions driving logistics and feedstock volatility
Risk Factors
- New Middle East conflict risk: U.S.-Israel-Iran hostilities began in February 2026, disrupting global energy markets
- Most material update: U.S. tariffs remain substantially above pre-2025 levels after additional tariffs on virtually all nonexempt imports
- Trade compliance exposure: Retaliatory tariffs and changing trade agreements threaten sales volumes, pricing, sourcing, and logistics
- Near-term market risk: Global competition has reduced product prices and sales volumes, pressuring results
- Geopolitical supply risk: Russia-Ukraine sanctions and Middle East conflicts could disrupt raw materials, energy, and supply chains
AI summary of the DOW 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
- Dow’s Q2 2026 results were released July 23, 2026
- Financial details and management commentary are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $12.1B, up 20% YoY, driven by 20% local pricing; volume declined 1%, highlighting price-led growth
- GAAP EPS $0.99 versus $(1.18); operating EPS $1.44 versus $(0.42), reflecting sharply improved earnings
Item 8.01: Other Events
- Registration of 5,410,000 Dow common shares under Form S-3
- Shares reserved for exercise, settlement, or vesting of 2019 Stock Incentive Plan awards
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Karen Carter’s base salary rises from $997,425 to $1,500,000 effective July 1, 2026
- Annual cash incentive target increases from 120% to 165% of base salary
AI summaries of DOW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DOW
Don't miss the next DOW filing
- Alerts as it files. A push when DOW files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DOW, by share count.
- Ask anything. An AI agent that reads every DOW filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Carter Karen S | A | Jul 1, 2026 | 24,150 | - |
| Carter Karen S | A | Jul 1, 2026 | 126,640 | - |
| BUSH WESLEY G | A | Apr 9, 2026 | 5,127 | - |
| Dial Debra L. | A | Apr 9, 2026 | 5,127 | - |
| FETTIG JEFF M | A | Apr 9, 2026 | 5,127 | - |
| DAVIS RICHARD K | A | Apr 9, 2026 | 5,127 | - |
| Wyant Jill S | A | Apr 9, 2026 | 5,127 | - |
| Moreno Mejia Luis Alberto | A | Apr 9, 2026 | 5,127 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $44.6B | $43.0B | $40.0B | |
| Net Income | $589.0M | $1.1B | -$2.6B | |
| Net Margin | 1.3% | 2.6% | -6.6% | |
| Balance Sheet | ||||
| Total Assets | $58.0B | $57.3B | $58.5B | |
| Equity | $18.6B | $17.4B | $16.0B | |
| ROE | 3.2% | 6.4% | -16.4% | |
| Per Share | ||||
| EPS | $0.82 | $1.57 | $-3.70 | |
| Cash Flow | ||||
| Operating CF | $5.2B | $2.9B | $1.0B | |
Source: XBRL data in Dow Inc. (DOW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DOW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 52 | $8.57B |
| Q1 2026 | 50 | $10.97B |
| Q4 2025 | 46 | $6.43B |
| Q3 2025 | 48 | $5.98B |
| Q2 2025 | 45 | $6.77B |
| Q1 2025 | 44 | $7.07B |
| Q4 2024 | 44 | $6.77B |
| Q3 2024 | 43 | $4.48B |
- Two Sigma Investments+13.37M (+297%)
- BlackRock+8.41M (+16%)
- AQR Capital Management+5.38M (+52%)
- D.E. Shaw & Co+4.18M (+133%)
- State Street Corp+2.76M (+8%)
- Wells Fargo & Co−553.6K (-18%)
- Northern Trust−95.1K (-1%)
- PNC Financial Services−81.5K (-9%)
- JPMorgan Chase & Co−70.3K (-2%)
- BNY Mellon−69.2K (-2%)
- HANCOCK WHITNEY CORP−6.8K
- FIRST MERCHANTS CORP−5.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 372 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DOW 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 |
|---|---|---|---|---|
| 10-Q | Jul 24, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jul 10, 2026 | - | Analysis | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 24, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 8-K | Apr 14, 2026 | - | Analysis | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Apr 13, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
Related Materials companies
- ALB · Albemarle CorporationPlastic Materials, Synth Resins & Nonvulcan Elastomers
- AVNT · AVIENT CORPPlastic Materials, Synth Resins & Nonvulcan Elastomers
- DD · DuPontPlastic Materials, Synth Resins & Nonvulcan Elastomers
- TSEOF · Trinseo PLCPlastic Materials, Synth Resins & Nonvulcan Elastomers
- AEM · Agnico Eagle Mines LtdGold and Silver Ores
- APD · Air ProductsIndustrial Inorganic Chemicals
- AA · Alcoa CorpPrimary Production of Aluminum
- AMCR · AmcorMiscellaneous Manufacturing Industries
DOW SEC filings: frequently asked questions
Which institutions hold DOW stock?
As of June 30, 2026, the largest Dow Inc. (DOW) holders among the 13F filers tracked by SignalX were BlackRock ($1.7 billion), Vanguard Capital Management LLC ($1.3 billion), State Street Corp ($1.0 billion), Vanguard Portfolio Management LLC ($954.5 million), Two Sigma Investments ($489.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DOW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Dow Inc. (DOW) reported revenue of $40.0 billion (down 7.0% from FY2024) and a net loss of $2.6 billion. Diluted EPS was -$3.70. The figures come from the XBRL data in the 10-K.
What are the main risks in DOW's latest 10-K?
In the 10-K filed February 3, 2026, Dow Inc. (DOW) flagged: Legal risk from Alberta Court judgment ordering Nova Chemicals to pay $1.2B for damages through June 2018. Macroeconomic exposure from 7% net sales decline in 2025 due to local price decreases across all segments and regions. (AI summary of the Risk Factors section.)
What did DOW report in its latest 8-K?
Dow Inc. (DOW) filed an 8-K on July 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Dow’s Q2 2026 results were released July 23, 2026.
What are the latest DOW SEC filings?
Dow Inc. (DOW) filed its latest 10-K annual report on February 3, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on July 23, 2026 and a Form 4 insider filing on July 6, 2026.
What is DOW's SEC CIK number?
Dow Inc. (DOW)'s SEC Central Index Key (CIK) is 1751788. EDGAR lists every DOW filing under that number.
Ask anything about DOW
The research agent reads DOW's filings, financials, insider trades and 13F holders, then answers with sources.