HNRG at a glance
HALLADOR ENERGY CO (HNRG, SEC CIK 788965) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as July 15, 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), HALLADOR ENERGY CO (HNRG) reported revenue of $469.5 million (up 16.1% from FY2024) and net income of $41.9 million. Diluted EPS was $0.96.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding HALLADOR ENERGY CO (HNRG) shares worth $187.9 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Sugg Barbara Ann on July 14, 2026 of 1,300 shares at $17.13 per share.
- In the last 90 days, HNRG insiders reported 4 open-market purchases ($169K) and 0 open-market sales ($0) on Form 4, a net purchase of $169K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $469.5M
- +16.1% vs prior year
- Insiders · 90 days
- 4 buys · 0 sells
- Net +$169K
- 13F holders
- 26 funds
- $187.9M · −1 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $59.5M, down 0.8% YoY from $60.0M, with delivered energy down $3.2M
- Segment EBITDA $(2.1)M vs $15.6M YoY; income before taxes $(9.8)M vs $11.6M
- Accredited capacity revenue $18.6M, up 17.4% from $15.8M; worst line delivered energy $40.9M vs $44.1M
- Maintenance outage drove operating costs; purchased power increased 297.5% to $8.6M
- Turbine acquisition for $350.0M, plus approximately $100.0M expected transportation and refurbishment costs
Risk Factors
- New financing risk: $338.8M remaining turbine commitment versus $84.2M liquidity, with no financing commitments secured
- New regulatory risk: MISO ERAS approval and other permits remain unsatisfied for the planned Merom expansion
- New operational risk: International turbine logistics expose equipment to damage, shipping delays, tariffs, and permit disruptions
- New cost risk: Transportation, refurbishment, insurance, and logistics estimated at approximately $100.0M could exceed expectations
AI summary of the HNRG 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 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD and excluded from Section 18 liability
- Disclosure not incorporated into other Securities Act or Exchange Act filings unless expressly stated
Item EX-99.1: Item EX-99.1
- $600M senior secured term loan closed, including $550M funded and $50M delayed draw available for 12 months
- Up to $75M super-priority revolver creates total financing capacity of $675M
Item 1.01: Entry into a Material Definitive Agreement
- Credit agreement amended August 11, 2026 with Texas Capital Bank and participating lenders
- EBITDA definition expanded to add back qualifying power purchase agreement exclusivity payments
Item EX-99.1: Item EX-99.1
- Q2 revenue $101.5M versus $102.8M; net loss $15.2M versus $8.2M income, reflecting outage and purchased-power pressures
- Adjusted EBITDA $(2.9)M versus $3.4M, while operating cash flow turned negative at $(23.9)M
AI summaries of HNRG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HNRG
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- Fund moves. Which tracked funds opened, added or cut HNRG, 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 |
|---|---|---|---|---|
| Sugg Barbara Ann | Buy | Jul 14, 2026 | 1,300 | $17.13 |
| Sugg Barbara Ann | Buy | Jul 14, 2026 | 3,700 | $17.13 |
| Hudson Daniel Timothy | Buy | Jul 9, 2026 | 2,500 | $16.57 |
| Hudson Daniel Timothy | Buy | Jul 9, 2026 | 2,500 | $16.60 |
| Hudson Daniel Timothy | Buy | Jun 29, 2026 | 5,000 | $16.90 |
| Hudson Daniel Timothy | Buy | Jun 29, 2026 | 5,000 | $16.98 |
| Hudson Daniel Timothy | Buy | Jun 25, 2026 | 2,000 | $17.70 |
| Hudson Daniel Timothy | Buy | Jun 24, 2026 | 3,000 | $17.04 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $404.4M | $469.5M |
| Operating Income | $65.0M | -$218.2M | $61.1M |
| Net Income | $44.8M | -$226.1M | $41.9M |
| Op. Margin | - | -53.9% | 13.0% |
| Net Margin | - | -55.9% | 8.9% |
| Balance Sheet | |||
| Total Assets | $589.8M | $369.1M | $408.1M |
| Equity | - | $104.3M | $159.8M |
| ROE | - | -216.8% | 26.2% |
| Per Share | |||
| EPS | - | $-5.72 | $0.96 |
| Cash Flow | |||
| Operating CF | - | $65.9M | $81.1M |
| CapEx | $75.4M | $53.4M | $69.2M |
Source: XBRL data in HALLADOR ENERGY CO (HNRG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HNRG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $187.9M |
| Q1 2026 | 27 | $172.6M |
| Q4 2025 | 24 | $225.7M |
| Q3 2025 | 25 | $217.9M |
| Q2 2025 | 27 | $181.4M |
| Q1 2025 | 21 | $90.6M |
| Q4 2024 | 14 | $63.3M |
| Q3 2024 | 13 | $38.3M |
- BlackRock+457.1K (+19%)
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- JPMorgan Chase & Co+77.9K (+110%)
- Ameriprise Financial−486.1K (-78%)
- Vanguard Portfolio Management LLC−286.6K (-37%)
- Citadel Advisors LLC−191.9K (-56%)
- Renaissance Technologies LLC−88.4K (-29%)
- FMR LLC (Fidelity)−27.9K (-4%)
- Prudential Financial−255.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 177 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HNRG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Jul 28, 2026 | - | - | |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 10, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 6, 2026 | - | Analysis |
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HNRG SEC filings: frequently asked questions
Are HNRG insiders buying or selling?
In the last 90 days, HALLADOR ENERGY CO (HNRG) officers, directors and 10% owners reported 4 open-market purchases worth $168,561 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 HNRG stock?
As of June 30, 2026, the largest HALLADOR ENERGY CO (HNRG) holders among the 13F filers tracked by SignalX were BlackRock ($49.6 million), Vanguard Capital Management LLC ($26.6 million), Dimensional Fund Advisors ($18.1 million), State Street Corp ($13.6 million), Morgan Stanley ($13.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HNRG's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), HALLADOR ENERGY CO (HNRG) reported revenue of $469.5 million (up 16.1% from FY2024) and net income of $41.9 million. Diluted EPS was $0.96. The figures come from the XBRL data in the 10-K.
What did HNRG report in its latest 8-K?
HALLADOR ENERGY CO (HNRG) filed an 8-K on September 17, 2026 reporting Item 7.01 (Regulation FD Disclosure). Exhibit 99.1 furnished under Regulation FD and excluded from Section 18 liability.
What are the latest HNRG SEC filings?
HALLADOR ENERGY CO (HNRG) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on July 15, 2026.
What is HNRG's SEC CIK number?
HALLADOR ENERGY CO (HNRG)'s SEC Central Index Key (CIK) is 788965. EDGAR lists every HNRG filing under that number.
Ask anything about HNRG
The research agent reads HNRG's filings, financials, insider trades and 13F holders, then answers with sources.