HNST at a glance
Honest Company, Inc. (HNST, SEC CIK 1530979) 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 September 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), Honest Company, Inc. (HNST) reported revenue of $371.3 million (down 1.9% from FY2024) and a net loss of $15.7 million. Diluted EPS was -$0.14.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Honest Company, Inc. (HNST) shares worth $98.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sternweis Thomas on September 14, 2026 of 25,000 shares at $5.48 per share.
- In the last 90 days, HNST insiders reported 0 open-market purchases ($0) and 12 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $371.3M
- −1.9% vs prior year
- Insiders · 90 days
- 0 buys · 12 sells
- Net −$1.7M
- 13F holders
- 26 funds
- $98.7M · −1 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
- Powering Honest Growth costs $1.0M in Q2 2026; $26.3M recognized cumulatively
- Annualized transformation benefits projected at $14.0M–$17.0M
- Tariff refunds $11.9M; $6.6M reduction in cost of revenue
- Diaper revenue and margin pressured by price reductions and retailer competition
- Tariffs, inflation, supply-chain costs, and geopolitical uncertainty remain key headwinds
Risk Factors
- New international-business risk triggered by ongoing Russia, Ukraine, and Middle East conflicts despite no direct operations there
- Supply-chain risk from China and Mexico sourcing, with sanctions enforcement potentially requiring additional compliance diligence
- Regulatory risk from foreign data-privacy laws, particularly stricter European Union requirements
- Cost inflation risk from petrochemical raw materials, energy, shipping, logistics, manufacturing, and labor
- Demand risk from regional instability and potential global economic slowdown reducing consumer purchases
AI summary of the HNST 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 2026 results covered quarter ended June 30, 2026
- Press release issued August 5, 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 10.9% to $83.3M, but Organic Revenue rose 6.7% to $80.2M as wipes and personal care offset diaper declines
- Underlying Adjusted EBITDA reached $7.8M, with margin expanding to 9.8% from 8.2%; tariff refunds contributed $6.6M to reported EBITDA
Item 1.01: Entry into a Material Definitive Agreement
- 10-year headquarters lease for 38,240 square feet in Playa Vista, replacing the current lease expiring April 30, 2027
- Aggregate base rent approximately $33.44 million, net of a 10-month abatement during lease year three
Item 5.07: Submission of Matters to a Vote of Security Holders
- All three Class II nominees elected through 2029 annual meeting, preserving board continuity
- Jessica Alba received 17,459,113 votes for versus 21,791,263 withheld, signaling notable shareholder opposition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Curtiss Bruce promoted to Chief Financial & Operating Officer effective May 21, 2026
- Expanded remit combines CFO, principal accounting officer, and principal operating officer responsibilities
AI summaries of HNST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HNST
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sternweis Thomas | Sell | Sep 14, 2026 | 25,000 | $5.48 |
| von Kunssberg Etienne | Sell | Aug 21, 2026 | 4,578 | $5.01 |
| Sheehey Brendan | A | Aug 20, 2026 | 105,799 | - |
| Sternweis Thomas | Sell | Aug 20, 2026 | 6,403 | $4.99 |
| Mayle Jonathan | A | Aug 20, 2026 | 105,799 | - |
| Sheehey Brendan | Sell | Aug 20, 2026 | 9,664 | $4.99 |
| von Kunssberg Etienne | Sell | Aug 20, 2026 | 2,617 | $4.99 |
| von Kunssberg Etienne | A | Aug 20, 2026 | 105,799 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $378.3M | $371.3M |
| Gross Profit | - | $144.7M | $123.8M |
| Operating Income | - | -$6.3M | -$18.5M |
| Net Income | - | -$6.1M | -$15.7M |
| Gross Margin | - | 38.2% | 33.3% |
| Op. Margin | - | -1.7% | -5.0% |
| Net Margin | - | -1.6% | -4.2% |
| Balance Sheet | |||
| Total Assets | $201.6M | $247.4M | $225.4M |
| Equity | - | $174.3M | $169.7M |
| ROE | - | -3.5% | -9.2% |
| Per Share | |||
| EPS | - | $-0.06 | $-0.14 |
| Cash Flow | |||
| Operating CF | - | $1.5M | $15.1M |
| CapEx | $1.8M | $530K | $1.5M |
Source: XBRL data in Honest Company, Inc. (HNST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HNST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $98.7M |
| Q1 2026 | 27 | $75.5M |
| Q4 2025 | 22 | $65.3M |
| Q3 2025 | 27 | $101.5M |
| Q2 2025 | 27 | $161.3M |
| Q1 2025 | 23 | $124.9M |
| Q4 2024 | 21 | $142.0M |
| Q3 2024 | 16 | $42.6M |
- BlackRock+451.1K (+7%)
- Goldman Sachs Group+349.7K (+54%)
- Dimensional Fund Advisors+255.0K (+17%)
- JPMorgan Chase & Co+238.9K (+393%)
- Morgan Stanley+211.8K (+71%)
- Citadel Advisors LLC−749.4K (-40%)
- Millennium Management−315.6K (-77%)
- Vanguard Capital Management LLC−31.8K (-1%)
- Bank of America Corp−27.7K (-12%)
- Raymond James Financial−11.2K (-35%)
- D.E. Shaw & Co+189.5K
Source: 13F-HR filings on SEC EDGAR (aggregated from 189 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HNST 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 15, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - |
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HNST SEC filings: frequently asked questions
Are HNST insiders buying or selling?
In the last 90 days, Honest Company, Inc. (HNST) officers, directors and 10% owners reported no open-market purchases and 12 open-market sales worth $1.7 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HNST stock?
As of June 30, 2026, the largest Honest Company, Inc. (HNST) holders among the 13F filers tracked by SignalX were BlackRock ($25.7 million), Vanguard Capital Management LLC ($15.4 million), State Street Corp ($7.6 million), Dimensional Fund Advisors ($6.5 million), Vanguard Portfolio Management LLC ($6.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HNST's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Honest Company, Inc. (HNST) reported revenue of $371.3 million (down 1.9% from FY2024) and a net loss of $15.7 million. Diluted EPS was -$0.14. The figures come from the XBRL data in the 10-K.
What did HNST report in its latest 8-K?
Honest Company, Inc. (HNST) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest HNST SEC filings?
Honest Company, Inc. (HNST) 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 September 15, 2026.
What is HNST's SEC CIK number?
Honest Company, Inc. (HNST)'s SEC Central Index Key (CIK) is 1530979. EDGAR lists every HNST filing under that number.
Ask anything about HNST
The research agent reads HNST's filings, financials, insider trades and 13F holders, then answers with sources.