HBB at a glance
Hamilton Beach Brands Holding Co (HBB, SEC CIK 1709164) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 5, 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), Hamilton Beach Brands Holding Co (HBB) reported revenue of $606.9 million (down 7.3% from FY2024) and net income of $26.5 million. Diluted EPS was $1.95.
- As of June 30, 2026, 19 institutional investment managers tracked by SignalX reported holding Hamilton Beach Brands Holding Co (HBB) shares worth $51.9 million in 13F-HR filings.
- In the last 90 days, HBB insiders reported 0 open-market purchases ($0) and 1 open-market sale ($98K) on Form 4, a net sale of $98K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $606.9M
- −7.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$98K
- 13F holders
- 19 funds
- $51.9M · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $142.6M, up 11.6% YoY from $127.8M, driven by U.S. Consumer volume recovery
- Gross margin 54.3% vs 27.5% YoY, including $36.5M IEEPA tariff refunds; adjusted margin 26.1%
- Operating profit $43.2M, margin 30.3% vs 4.7% YoY; net income $33.7M vs $4.5M
- Commercial and Health businesses grew, while U.S. Consumer faced volume and mix pressure in the first half
- Operating cash flow $61.5M vs $(23.8)M YoY; share repurchases drove $6.5M financing outflow
- Near-term risks: tariffs, inflation, interest rates, supply-chain constraints, and uncertain consumer spending
Risk Factors
- No material changes to 2025 Form 10-K risk factors disclosed for quarter ended June 30, 2026
- Carried-forward risks include operational, competitive, market, regulatory, legal, and compliance exposures
- Stock-repurchase liquidity allocation: $2.0 million spent during the quarter
- Remaining repurchase authorization: $22.1 million through December 31, 2027
AI summary of the HBB 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
- Exhibit 99 contains Hamilton Beach Brands Holding Company’s earnings release for the quarter ended June 30, 2026
- Earnings release dated August 5, 2026; investors should review Exhibit 99 for financial results and management commentary
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Andrew C. Carington departed immediately on June 18, 2026
- Loss of Senior Vice President, General Counsel and Secretary creates legal and governance leadership transition
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 12 director nominees reelected, preserving board composition through the next annual meeting
- Executive compensation approved on advisory basis, with 41,419,189 votes for and 206,237 against
AI summaries of HBB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HBB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mehta Bela S | A | Oct 1, 2026 | 1,006 | - |
| BUTLER JOHN C JR | A | Oct 1, 2026 | 1,006 | - |
| RATNER JAMES A | A | Oct 1, 2026 | 1,006 | - |
| Lane April L. | A | Oct 1, 2026 | 1,006 | - |
| Furlow Paul Dwinelle | A | Oct 1, 2026 | 1,006 | - |
| WILLIAMS CLARA R | A | Oct 1, 2026 | 1,006 | - |
| Miller Michael Sidney | A | Oct 1, 2026 | 1,006 | - |
| RANKIN VICTOIRE G | A | Oct 1, 2026 | 1,312 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $654.7M | $606.9M |
| Gross Profit | - | $170.2M | $156.2M |
| Operating Income | - | $43.2M | $36.6M |
| Net Income | - | $30.8M | $26.5M |
| Gross Margin | - | 26.0% | 25.7% |
| Op. Margin | - | 6.6% | 6.0% |
| Net Margin | - | 4.7% | 4.4% |
| Balance Sheet | |||
| Total Assets | $384.7M | $415.1M | $397.6M |
| Equity | $147.3M | $165.9M | $182.8M |
| ROE | - | 18.5% | 14.5% |
| Per Share | |||
| EPS | - | $2.20 | $1.95 |
| Cash Flow | |||
| Operating CF | - | $65.4M | $13.8M |
| CapEx | - | $3.2M | $2.8M |
Source: XBRL data in Hamilton Beach Brands Holding Co (HBB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HBB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 19 | $51.9M |
| Q1 2026 | 17 | $41.6M |
| Q4 2025 | 19 | $37.4M |
| Q3 2025 | 20 | $33.7M |
| Q2 2025 | 17 | $40.8M |
| Q1 2025 | 15 | $33.4M |
| Q4 2024 | 13 | $28.8M |
| Q3 2024 | 10 | $40.9M |
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- AQR Capital Management+12.6K
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Source: 13F-HR filings on SEC EDGAR (aggregated from 130 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HBB 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 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
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HBB SEC filings: frequently asked questions
Are HBB insiders buying or selling?
In the last 90 days, Hamilton Beach Brands Holding Co (HBB) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $97,500 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HBB stock?
As of June 30, 2026, the largest Hamilton Beach Brands Holding Co (HBB) holders among the 13F filers tracked by SignalX were Ameriprise Financial ($12.4 million), BlackRock ($12.3 million), Dimensional Fund Advisors ($9.2 million), Vanguard Capital Management LLC ($5.8 million), State Street Corp ($3.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HBB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Hamilton Beach Brands Holding Co (HBB) reported revenue of $606.9 million (down 7.3% from FY2024) and net income of $26.5 million. Diluted EPS was $1.95. The figures come from the XBRL data in the 10-K.
What did HBB report in its latest 8-K?
Hamilton Beach Brands Holding Co (HBB) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Exhibit 99 contains Hamilton Beach Brands Holding Company’s earnings release for the quarter ended June 30, 2026.
What are the latest HBB SEC filings?
Hamilton Beach Brands Holding Co (HBB) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is HBB's SEC CIK number?
Hamilton Beach Brands Holding Co (HBB)'s SEC Central Index Key (CIK) is 1709164. EDGAR lists every HBB filing under that number.
Ask anything about HBB
The research agent reads HBB's filings, financials, insider trades and 13F holders, then answers with sources.