FUL at a glance
FULLER H B CO (FUL, SEC CIK 39368) filed its latest 10-K annual report on January 22, 2026, a 10-Q quarterly report on September 24, 2026, an 8-K current report on October 6, 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 November 29, 2025 (FY2025), FULLER H B CO (FUL) reported revenue of $3.5 billion (down 2.7% from FY2024) and net income of $152.0 million. Diluted EPS was $2.75.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding FULLER H B CO (FUL) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Martin Celine Christine on September 30, 2026 of 465 shares at $49.50 per share.
- In the last 90 days, FUL insiders reported 9 open-market purchases ($621K) and 1 open-market sale ($593K) on Form 4, a net purchase of $28K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.5B
- −2.7% vs prior year
- Insiders · 90 days
- 9 buys · 1 sell
- Net +$28K
- 13F holders
- 27 funds
- $1.6B · −3 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 29, 2025
Business Overview
- Core business model: Global specialty adhesives and sealants manufacturer serving industrial and consumer markets
- No new products, services, or segments explicitly introduced or highlighted this year
- Continued adherence to established corporate governance and executive compensation frameworks with no material procedural changes
- Extensive amendments and restatements of stock incentive plans through 2024 and 2025 signaling ongoing focus on executive and employee incentives
- No distinct business narrative or operational metrics disclosed; filing heavily incorporates prior Proxy Statements and other reports by reference
Risk Factors
- Cybersecurity risk oversight delegated to audit committee with quarterly updates by CIO
- No specific regulatory or legal risks detailed in section
- No explicit geopolitical or macroeconomic risks disclosed
- No supply chain or operational vulnerabilities identified
- No competitor or market disruption risks mentioned
- No financial or structural risks described
Management Discussion & Analysis
- No explicit revenue or YoY change figures disclosed in provided text
- No profitability or margin % figures reported in provided text
- No segment performance or related numbers mentioned
- Project ONE capex $165M incurred, total estimated $300-$320M for IT platform upgrade
- Restructuring costs incurred $79.2M through Nov 2025, expected total $80-$85M with remaining cash payments into 2026
- Pension discount rate 5.15% in 2025, expected return on U.S. pension plan assets 7.50%, non-U.S. plans 5.03% in 2025
- No forward-looking revenue or profit guidance given; Project ONE continued implementation and restructuring wrap-up noted as ongoing risks
AI summary of the FUL 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 Aug 29, 2026
Management Discussion & Analysis
- Q3 revenue $938.2M, up 5.2% YoY from $892.0M, driven by pricing and currency
- Gross margin 33.2% vs 32.0% YoY; adjusted EBITDA margin 19.9% vs 19.1%
- Best segment Hygiene, Health and Consumable Adhesives: revenue $413.0M, up 7.0%; margin 17.6% vs 16.9%
- Weakest segment Engineering Adhesives: revenue $278.7M, up 2.4%; margin 23.8% vs 23.3%
- Cash $97.2M vs $107.2M at November 29, 2025; debt $2,054.5M; restructuring costs expected through fiscal 2028
Risk Factors
- Newly highlighted shareholder activism risk triggered by Ancora’s August 12, 2026 unsolicited proposal for Building Adhesive Solutions
- Strategic-direction uncertainty from Ancora’s threatened prolonged public campaign and potential proxy contest
- Regulatory and legal exposure from potential proxy litigation, requiring significant legal, advisory, and solicitation expenses
- Near-term operational disruption from management distraction and costly responses to activist efforts
- Financial risk from potential transactions affecting leverage, cash flows, credit ratings, and overall credit profile
AI summary of the FUL 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
- Ruth S. Kimmelshue resigned immediately; departure unrelated to disagreements with company operations, policies, or practices
- R. Jeffrey Bailly, age 64, elected Class I director through 2027 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 operating results announced for period ended August 29, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
AI summaries of FUL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FUL
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- Fund moves. Which tracked funds opened, added or cut FUL, 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 |
|---|---|---|---|---|
| Ogunsanya Gregory O. | F | Oct 4, 2026 | 141 | $50.20 |
| Ogunsanya Gregory O. | M | Oct 4, 2026 | 202 | $50.20 |
| Ogunsanya Gregory O. | M | Oct 4, 2026 | 453 | $50.20 |
| Ogunsanya Gregory O. | M | Oct 4, 2026 | 202 | $50.20 |
| Ogunsanya Gregory O. | F | Oct 4, 2026 | 61 | $50.20 |
| Ogunsanya Gregory O. | M | Oct 4, 2026 | 453 | $50.20 |
| Ogunsanya Gregory O. | A | Oct 4, 2026 | 19 | $50.20 |
| Martin Celine Christine | Buy | Sep 30, 2026 | 464.599 | $49.50 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $3.6B | $3.5B |
| Gross Profit | - | $1.1B | $1.1B |
| Operating Income | - | $348.2M | - |
| Net Income | - | $130.3M | $152.0M |
| Gross Margin | - | 29.8% | 31.1% |
| Op. Margin | - | 9.8% | - |
| Net Margin | - | 3.6% | 4.4% |
| Balance Sheet | |||
| Total Assets | $4.7B | $4.9B | $5.2B |
| Equity | $1.8B | $1.8B | $2.0B |
| ROE | - | 7.1% | 7.6% |
| Per Share | |||
| EPS | - | $2.30 | $2.75 |
| Cash Flow | |||
| Operating CF | - | $302.4M | $263.5M |
| CapEx | $119.1M | $139.2M | $142.3M |
Source: XBRL data in FULLER H B CO (FUL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FUL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $1.58B |
| Q1 2026 | 30 | $1.60B |
| Q4 2025 | 29 | $1.53B |
| Q3 2025 | 28 | $1.53B |
| Q2 2025 | 28 | $1.54B |
| Q1 2025 | 26 | $994.9M |
| Q4 2024 | 21 | $954.4M |
| Q3 2024 | 18 | $588.4M |
- T. Rowe Price Group+343.0K (+504%)
- BlackRock+280.8K (+3%)
- Dimensional Fund Advisors+249.7K (+10%)
- Morgan Stanley+177.2K (+26%)
- Prudential Financial+150.5K (+269%)
- Citadel Advisors LLC−243.2K (-89%)
- Goldman Sachs Group−221.0K (-24%)
- FMR LLC (Fidelity)−75.1K (-6%)
- JPMorgan Chase & Co−29.5K (-6%)
- U.S. Bancorp−12.7K (-23%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FUL 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 | - | - | - |
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 10-Q | Sep 24, 2026 | Aug 29, 2026 | Analysis | |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
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FUL SEC filings: frequently asked questions
Are FUL insiders buying or selling?
In the last 90 days, FULLER H B CO (FUL) officers, directors and 10% owners reported 9 open-market purchases worth $621,316 by 7 insiders and 1 open-market sale worth $593,332 by 1 insider on Form 4, a net purchase of $27,984. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FUL stock?
As of June 30, 2026, the largest FULLER H B CO (FUL) holders among the 13F filers tracked by SignalX were BlackRock ($484.5 million), Vanguard Portfolio Management LLC ($224.3 million), State Street Corp ($166.6 million), Dimensional Fund Advisors ($166.6 million), Vanguard Capital Management LLC ($143.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FUL's revenue in fiscal year 2025?
For the fiscal year ended November 29, 2025 (FY2025), FULLER H B CO (FUL) reported revenue of $3.5 billion (down 2.7% from FY2024) and net income of $152.0 million. Diluted EPS was $2.75. The figures come from the XBRL data in the 10-K.
What are the main risks in FUL's latest 10-K?
In the 10-K filed January 22, 2026, FULLER H B CO (FUL) flagged: Cybersecurity risk oversight delegated to audit committee with quarterly updates by CIO. No specific regulatory or legal risks detailed in section. (AI summary of the Risk Factors section.)
What did FUL report in its latest 8-K?
FULLER H B CO (FUL) filed an 8-K on September 28, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Ruth S. Kimmelshue resigned immediately; departure unrelated to disagreements with company operations, policies, or practices.
What are the latest FUL SEC filings?
FULLER H B CO (FUL) filed its latest 10-K annual report on January 22, 2026, a 10-Q quarterly report on September 24, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 6, 2026.
What is FUL's SEC CIK number?
FULLER H B CO (FUL)'s SEC Central Index Key (CIK) is 39368. EDGAR lists every FUL filing under that number.
Ask anything about FUL
The research agent reads FUL's filings, financials, insider trades and 13F holders, then answers with sources.