GCO at a glance
GENESCO INC (GCO, SEC CIK 18498) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), GENESCO INC (GCO) reported revenue of $2.4 billion (up 4.8% from FY2025) and net income of $13.3 million. Diluted EPS was $1.25.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding GENESCO INC (GCO) shares worth $119.8 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Collins Jonathan M. on September 21, 2026 of 295 shares at $33.84 per share.
- In the last 90 days, GCO insiders reported 2 open-market purchases ($110K) and 0 open-market sales ($0) on Form 4, a net purchase of $110K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.4B
- +4.8% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$110K
- 13F holders
- 27 funds
- $119.8M · +4 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Risk Factors
- No material changes to risk factors disclosed in the January 31, 2026 Form 10-K
- No newly triggered risk factor identified in the quarter
- Carried-forward risks incorporated by reference from the fiscal 2026 Annual Report
- Repurchase-program flexibility risk: $29,755 thousand remaining and purchases subject to capital availability and market conditions
- Compliance risk: share repurchases subject to SEC regulations and other applicable legal requirements
AI summary of the GCO 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
- Q2 fiscal 2026 results covered quarter ended August 1, 2026
- Press release and summary slide presentation furnished as Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 sales fell 3% to $530M, but adjusted operating loss narrowed to $8.3M from $14.3M
- GAAP EPS rose to $0.32 from ($1.79), aided by $22.5M tariff refunds; adjusted EPS remained negative at ($0.83)
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 contains Genesco’s press release announcing Mr. Desai’s transition
- Leadership transition is the core investor-relevant disclosure under Regulation FD
Item EX-99.1: Item EX-99.1
- Chief Strategy and Digital Officer Parag Desai retiring October 31, 2026 after more than a decade at Genesco
- Strategy and digital responsibilities shifting to existing senior leadership, avoiding an announced external replacement
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Desai exits executive-officer status August 7, 2026 and retires October 31, 2026
- Transition support at $10,000 monthly for up to 32 hours
Item 5.07: Submission of Matters to a Vote of Security Holders
- 85.63% voter participation established quorum, supporting representative shareholder approval
- Incumbent nominees retained all nine board seats, defeating Bradley Radoff’s two nominees
AI summaries of GCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GCO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Collins Jonathan M. | Buy | Sep 21, 2026 | 295 | $33.84 |
| Collins Jonathan M. | A | Aug 3, 2026 | 11,424 | - |
| Bojanowski Carolyn | A | Jul 24, 2026 | 3,905 | - |
| Lambros John F | A | Jul 24, 2026 | 3,905 | - |
| Meixelsperger Mary E | A | Jul 24, 2026 | 3,905 | - |
| Barsh Joanna | A | Jul 24, 2026 | 3,905 | - |
| SANDFORT GREGORY A | A | Jul 24, 2026 | 3,905 | - |
| Bilunas Matthew M | A | Jul 24, 2026 | 3,905 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.3B | $2.4B |
| Gross Profit | - | $1.1B | $1.1B |
| Operating Income | - | $13.9M | $17.3M |
| Net Income | - | -$18.9M | $13.3M |
| Gross Margin | - | 47.2% | 46.3% |
| Op. Margin | - | 0.6% | 0.7% |
| Net Margin | - | -0.8% | 0.5% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.3B | $1.4B |
| Equity | $571.2M | $547.0M | $567.0M |
| ROE | - | -3.5% | 2.3% |
| Per Share | |||
| EPS | - | $-1.74 | $1.25 |
| Cash Flow | |||
| Operating CF | - | $87.9M | $145.8M |
| CapEx | - | $41.1M | $62.1M |
Source: XBRL data in GENESCO INC (GCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $119.8M |
| Q1 2026 | 23 | $99.6M |
| Q4 2025 | 22 | $88.9M |
| Q3 2025 | 23 | $120.3M |
| Q2 2025 | 26 | $84.4M |
| Q1 2025 | 22 | $69.0M |
| Q4 2024 | 17 | $116.2M |
| Q3 2024 | 16 | $59.8M |
- BlackRock+59.8K (+7%)
- Ameriprise Financial+43.3K (+78%)
- JPMorgan Chase & Co+30.2K (+369%)
- Vanguard Portfolio Management LLC+29.6K (+14%)
- Franklin Resources+22.9K (+323%)
- Vanguard Capital Management LLC−58.6K (-13%)
- D.E. Shaw & Co−30.1K (-11%)
- Morgan Stanley−29.9K (-14%)
- Goldman Sachs Group−25.7K (-25%)
- Invesco Ltd−6.4K (-16%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 176 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GCO 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 | Sep 22, 2026 | - | - | - |
| 10-Q | Sep 10, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 10-Q | Jun 11, 2026 | May 2, 2026 | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
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GCO SEC filings: frequently asked questions
Are GCO insiders buying or selling?
In the last 90 days, GENESCO INC (GCO) officers, directors and 10% owners reported 2 open-market purchases worth $109,963 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GCO stock?
As of June 30, 2026, the largest GENESCO INC (GCO) holders among the 13F filers tracked by SignalX were BlackRock ($30.7 million), Dimensional Fund Advisors ($22.2 million), Vanguard Capital Management LLC ($13.7 million), D.E. Shaw & Co ($8.6 million), Vanguard Portfolio Management LLC ($8.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GCO's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), GENESCO INC (GCO) reported revenue of $2.4 billion (up 4.8% from FY2025) and net income of $13.3 million. Diluted EPS was $1.25. The figures come from the XBRL data in the 10-K.
What did GCO report in its latest 8-K?
GENESCO INC (GCO) filed an 8-K on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results covered quarter ended August 1, 2026.
What are the latest GCO SEC filings?
GENESCO INC (GCO) filed its latest 10-K annual report on March 25, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 22, 2026.
What is GCO's SEC CIK number?
GENESCO INC (GCO)'s SEC Central Index Key (CIK) is 18498. EDGAR lists every GCO filing under that number.
Ask anything about GCO
The research agent reads GCO's filings, financials, insider trades and 13F holders, then answers with sources.