ESPR at a glance
Esperion Therapeutics, Inc. (ESPR, SEC CIK 1434868) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on July 13, 2026 and Form 4 insider filings as recently as July 13, 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), Esperion Therapeutics, Inc. (ESPR) reported revenue of $403.1 million (up 21.3% from FY2024) and a net loss of $22.7 million. Diluted EPS was -$0.11.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Esperion Therapeutics, Inc. (ESPR) shares worth $242.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $403.1M
- +21.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $242.4M · −2 vs prior quarter
- Latest 8-K
- Jul 13, 2026
- Item 5.01 · Item 2.03 · Item 5.02 · Item 5.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue $80.1M, up from $65.0M YoY, including product sales $43.4M and collaboration revenue $36.7M
- Operating loss $6.6M versus $22.1M YoY; net loss $25.2M versus $40.5M
- Product sales increased $8.5M on NEXLETOL and NEXLIZET prescription growth
- Collaboration revenue increased $6.6M from royalty sales growth in partner territories
- Corstasis acquisition funded with $25.0M additional term loans and $75.0M upfront cash payment
Risk Factors
- New merger risk triggered by May 1, 2026 agreement: failure to close could require a $34,154,539 termination fee
- Most material financial update: April 2 amendment added $25 million of term loans, carrying 9.75% cash or 11.75% PIK interest
- Regulatory risk: HSR Act approval may impose conditions, delay closing, or prevent the Merger
- Operational risk: Corstasis integration may disrupt operations and delay Enbumyst commercialization
- Liquidity risk: Credit Agreement requires minimum liquidity of $50.0 million
AI summary of the ESPR 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 5.01: Changes in Control of Registrant
- Esperion became a wholly owned subsidiary of Parent upon merger completion
- Change of control removes Esperion as an independently controlled public company
Item 2.03: Creation of a Direct Financial Obligation
- Merger consummated July 13, 2026, triggering Nasdaq delisting proceedings
- Nasdaq Form 25 requested to remove Common Stock from exchange listing and deregister under Section 12(b)
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Six pre-merger directors ceased serving at the merger’s effective time
- Justin Bateman and Ankit Pareek elected as company directors
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Third Amended and Restated Certificate of Incorporation and Bylaws became effective July 13, 2026
- Amendments align Esperion’s governing documents with the Essence merger transaction
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders approved Parent’s acquisition merger, clearing the key shareholder-vote condition
- Approval vote: 135,326,793 for, 22,750,628 against, 496,194 abstentions
Item 8.01: Other Events
- HSR antitrust waiting period expired June 15, 2026, removing a key regulatory closing condition
- Merger with ArchiMed affiliate remains contingent on customary conditions, including stockholder approval
AI summaries of ESPR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ESPR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Looker Benjamin | D | Jul 13, 2026 | 667,524 | - |
| Fischer Seth H. Z. | D | Jul 13, 2026 | 21,000 | - |
| Fischer Seth H. Z. | D | Jul 13, 2026 | 32,500 | - |
| Fischer Seth H. Z. | D | Jul 13, 2026 | 44,000 | - |
| CARROLL J MARTIN | D | Jul 13, 2026 | 177,523 | - |
| Fischer Seth H. Z. | D | Jul 13, 2026 | 141,023 | - |
| CARROLL J MARTIN | D | Jul 13, 2026 | 21,000 | - |
| CARROLL J MARTIN | D | Jul 13, 2026 | 44,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $116.3M | $332.3M | $403.1M |
| Operating Income | -$155.6M | $54.4M | $60.3M |
| Net Income | -$209.2M | -$51.7M | -$22.7M |
| Op. Margin | -133.7% | 16.4% | 15.0% |
| Net Margin | -179.9% | -15.6% | -5.6% |
| Balance Sheet | |||
| Total Assets | - | $343.8M | $465.9M |
| Equity | - | -$388.7M | -$302.0M |
| ROE | - | 13.3% | 7.5% |
| Per Share | |||
| EPS | $-2.03 | $-0.28 | $-0.11 |
| Cash Flow | |||
| Operating CF | - | -$23.7M | -$13.1M |
| CapEx | - | $317K | $0 |
Source: XBRL data in Esperion Therapeutics, Inc. (ESPR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ESPR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $242.4M |
| Q1 2026 | 27 | $188.7M |
| Q4 2025 | 24 | $260.9M |
| Q3 2025 | 24 | $131.3M |
| Q2 2025 | 23 | $41.8M |
| Q1 2025 | 22 | $54.9M |
| Q4 2024 | 18 | $58.7M |
| Q3 2024 | 15 | $25.0M |
- Goldman Sachs Group+7.97M (+331%)
- BlackRock+4.28M (+24%)
- FMR LLC (Fidelity)+4.24M (+1132%)
- Millennium Management+1.62M (+268%)
- Vanguard Capital Management LLC+993.7K (+10%)
- Two Sigma Investments−2.33M (-25%)
- Morgan Stanley−2.03M (-74%)
- Renaissance Technologies LLC−1.46M (-90%)
- Vanguard Portfolio Management LLC−1.06M (-30%)
- Invesco Ltd−225.1K (-30%)
- Soros Fund Management+757.4K
- StoneX Group Inc.+17.5K
- D.E. Shaw & Co−6.54M
- AQR Capital Management−314.9K
- Raymond James Financial−77.6K
- Fifth Third Bancorp−523
Source: 13F-HR filings on SEC EDGAR (aggregated from 178 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ESPR 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 |
|---|---|---|---|---|
| SC 13G | Aug 13, 2026 | - | - | |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 8-K | Jul 13, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| SC 13G | Jun 8, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - |
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ESPR SEC filings: frequently asked questions
Which institutions hold ESPR stock?
As of June 30, 2026, the largest Esperion Therapeutics, Inc. (ESPR) holders among the 13F filers tracked by SignalX were BlackRock ($69.9 million), Vanguard Capital Management LLC ($36.1 million), Goldman Sachs Group ($32.8 million), State Street Corp ($23.0 million), Two Sigma Investments ($22.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ESPR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Esperion Therapeutics, Inc. (ESPR) reported revenue of $403.1 million (up 21.3% from FY2024) and a net loss of $22.7 million. Diluted EPS was -$0.11. The figures come from the XBRL data in the 10-K.
What did ESPR report in its latest 8-K?
Esperion Therapeutics, Inc. (ESPR) filed an 8-K on July 13, 2026 reporting Item 5.01 (Changes in Control of Registrant), Item 2.03 (Creation of a Direct Financial Obligation), Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Esperion became a wholly owned subsidiary of Parent upon merger completion.
What are the latest ESPR SEC filings?
Esperion Therapeutics, Inc. (ESPR) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on May 8, 2026, an 8-K current report on July 13, 2026 and a Form 4 insider filing on July 13, 2026.
What is ESPR's SEC CIK number?
Esperion Therapeutics, Inc. (ESPR)'s SEC Central Index Key (CIK) is 1434868. EDGAR lists every ESPR filing under that number.
Ask anything about ESPR
The research agent reads ESPR's filings, financials, insider trades and 13F holders, then answers with sources.