FC at a glance
FRANKLIN COVEY CO (FC, SEC CIK 886206) filed its latest 10-K annual report on November 12, 2025, a 10-Q quarterly report on July 7, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 31, 2025 (FY2025), FRANKLIN COVEY CO (FC) reported revenue of $267.1 million (down 7.0% from FY2024) and net income of $3.1 million. Diluted EPS was $0.24.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding FRANKLIN COVEY CO (FC) shares worth $75.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $267.1M
- −7.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $75.2M · −3 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Risk Factors
- New litigation risk: former landlord lawsuit filed December 20, 2024 alleging breach of lease over equipment repairs
- Legal exposure: adverse judgment, settlement, or defense costs could materially harm operating results and financial condition
- Operational risk: litigation demands significant management attention and financial resources, potentially disrupting normal operations
- Reputation risk: expanded or additional claims could damage brand value and shareholder value
AI summary of the FC 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 5.02: Departure/Appointment of Directors or Principal Officers
- M. Sean Covey becomes Chief Product Officer, shifting from Education leadership to product development; compensation unchanged
- John Buchanan joins as Executive Vice President, Education, bringing prior K-12 growth and marketing experience
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results ended May 31, 2026, announced July 1, 2026
- Earnings release furnished as Exhibit 99.1, containing the financial results and management commentary
Item 7.01: Regulation FD Disclosure
- Q3 fiscal 2026 results discussion scheduled for July 1, 2026 at 5:00 p.m. Eastern Time
- Investor webcast and registered telephone access available
Item 8.01: Other Events
- Q3 fiscal 2026 results scheduled for release after market close on July 1, 2026
- Earnings conference call at 5:00 p.m. ET, providing management commentary and investor Q&A
AI summaries of FC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FC
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- Fund moves. Which tracked funds opened, added or cut FC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hatch Anthony Derek | F | Sep 2, 2026 | 306 | $20.35 |
| Walker Paul S | F | Sep 2, 2026 | 4,344 | $20.35 |
| Dom Colleen D | F | Sep 2, 2026 | 535 | $20.35 |
| Covey Michael Sean Merrill | F | Sep 2, 2026 | 589 | $20.35 |
| Dom Colleen D | G | Jul 13, 2026 | 1,999 | - |
| Procter Holly | F | Jun 3, 2026 | 989 | $23.30 |
| Procter Holly | A | Jun 3, 2026 | 3,385 | - |
| WHITMAN ROBERT A | G | Apr 7, 2026 | 26,258 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $287.2M | $267.1M |
| Gross Profit | - | $221.1M | $203.6M |
| Operating Income | - | $33.0M | $5.7M |
| Net Income | - | $23.4M | $3.1M |
| Gross Margin | - | 77.0% | 76.2% |
| Op. Margin | - | 11.5% | 2.1% |
| Net Margin | - | 8.1% | 1.1% |
| Balance Sheet | |||
| Total Assets | $245.9M | $261.5M | $242.9M |
| Equity | $78.7M | $83.1M | $66.9M |
| ROE | - | 28.1% | 4.6% |
| Per Share | |||
| EPS | - | $1.74 | $0.24 |
| Cash Flow | |||
| Operating CF | - | $60.3M | $29.0M |
| CapEx | - | $3.7M | $8.3M |
Source: XBRL data in FRANKLIN COVEY CO (FC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $75.2M |
| Q1 2026 | 26 | $50.6M |
| Q4 2025 | 23 | $54.3M |
| Q3 2025 | 25 | $69.8M |
| Q2 2025 | 27 | $79.6M |
| Q1 2025 | 23 | $68.3M |
| Q4 2024 | 17 | $76.5M |
| Q3 2024 | 15 | $55.7M |
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- Millennium Management−140.8K
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- Citadel Advisors LLC−18.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 179 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 10-Q | Jul 7, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| SC 13G | Apr 22, 2026 | - | - | |
| 4 | Apr 8, 2026 | - | - | - |
| 10-Q | Apr 8, 2026 | Feb 28, 2026 | Analysis | |
| 8-K | Apr 1, 2026 | - | - | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
| 4 | Jan 30, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 4 | Jan 27, 2026 | - | - | |
| 8-K | Jan 23, 2026 | - | - |
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FC SEC filings: frequently asked questions
Which institutions hold FC stock?
As of June 30, 2026, the largest FRANKLIN COVEY CO (FC) holders among the 13F filers tracked by SignalX were BlackRock ($24.2 million), Vanguard Capital Management LLC ($10.0 million), Dimensional Fund Advisors ($6.8 million), State Street Corp ($5.5 million), AQR Capital Management ($4.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FC's revenue in fiscal year 2025?
For the fiscal year ended August 31, 2025 (FY2025), FRANKLIN COVEY CO (FC) reported revenue of $267.1 million (down 7.0% from FY2024) and net income of $3.1 million. Diluted EPS was $0.24. The figures come from the XBRL data in the 10-K.
What did FC report in its latest 8-K?
FRANKLIN COVEY CO (FC) filed an 8-K on September 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). M. Sean Covey becomes Chief Product Officer, shifting from Education leadership to product development; compensation unchanged.
What are the latest FC SEC filings?
FRANKLIN COVEY CO (FC) filed its latest 10-K annual report on November 12, 2025, a 10-Q quarterly report on July 7, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on September 3, 2026.
What is FC's SEC CIK number?
FRANKLIN COVEY CO (FC)'s SEC Central Index Key (CIK) is 886206. EDGAR lists every FC filing under that number.
Ask anything about FC
The research agent reads FC's filings, financials, insider trades and 13F holders, then answers with sources.