IMKTA at a glance
INGLES MARKETS INC (IMKTA, SEC CIK 50493) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as May 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), INGLES MARKETS INC (IMKTA) reported revenue of $5.3 billion (down 5.4% from FY2024) and net income of $83.6 million.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding INGLES MARKETS INC (IMKTA) shares worth $451.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Jacobs Dwight L. on May 20, 2026 of 500 shares at $88.07 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.3B
- −5.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 27 funds
- $451.6M · −3 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 5.02 · Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business model: Operates 194 supermarkets in Southeast US with full grocery and non-food offerings, plus owned milk processing plant and distribution center
- Impact of Hurricane Helene: $30.4M inventory and $4.5M property impairments in 2024; 3 stores closed, expected to reopen 2026 or 2027; $9M cleanup costs in 2025
- Strategic emphasis on store modernization and convenience: remodels, expansions, in-store pharmacies, fuel centers, organic/local products, and online curbside pickup at 131 stores
- Fiscal 2025 revenue $5.13B (down 5.4% YoY), operating income $117.6M; store count down 4 stores to 194 due to closures from weather and one permanent closure
- Noteworthy: Expense allocation methodology changed in 2025 to include shopping center rental costs within retail segment, recasted prior years for comparability
Risk Factors
- Operational risk from Hurricane Helene causing store closures and repair costs impacting fiscal year 2026 results
- Geopolitical/macroeconomic risk from volatile petroleum costs increasing utility, distribution, and plastic supply expenses
- Financial risk from long-term debt covenants restricting cash dividend payments and requiring minimum financial ratios
- Market disruption risk from increasing competition by super centers and non-supermarket operators in a consolidating supermarket industry
- Competitive risk from customer shift to online ordering, home delivery, and pre-picked pickup altering traditional supermarket purchase methods
Management Discussion & Analysis
- Capital expenditures $114.5M in FY2025 vs $210.9M in FY2024, decrease due to fewer site and land purchases
- Cash from operations $154.1M in FY2025 vs $262.5M in FY2024, decline driven by lower net income and higher inventory
- Cash used in investing activities $109.9M in FY2025 vs $206.2M in FY2024, reflecting decreased capital spend
- Cash used in financing activities $31.6M in FY2025 vs $31.2M in FY2024, stable net financing outflow
- FY2026 capital expenditure guidance $120M to $140M focused on store improvements, technology, and equipment upgrades
AI summary of the IMKTA 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 Jun 27, 2026
Management Discussion & Analysis
- Revenue $1.37B, up $22.1M or 1.6% YoY; grocery comparable sales excluding fuel down 3.1%
- Gross margin 24.3% vs 24.3% YoY; operating margin 2.5% vs 2.8%
- Net income $25.9M vs $26.2M; effective tax rate 21.6% vs 25.7%
- Operating cash flow $189.2M vs $94.2M; capital expenditures $76.4M through nine months
- Fiscal 2026 capital expenditure outlook $120M–$130M; three Hurricane Helene-damaged stores expected to reopen during 2026 and 2027
AI summary of the IMKTA 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
- Kevin Hefner, age 53, elected director effective September 8, 2026, replacing departing Class B shareholder designee Brenda S. Tudor
- Audit Committee appointment and Compensation and Governance Committee chairmanship increase his oversight influence
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- 2027 annual meeting advanced to March 2, 2027, shifting shareholder action and proxy-election timelines
- Rule 14a-8 proposals for proxy inclusion due by October 19, 2026
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains the fiscal year 2026 results and accompanying management commentary
- Information furnished under Item 2.02, limiting Section 18 liability and automatic incorporation into other filings
Item EX-99.1: Item EX-99.1
- Q3 sales $1.37B, up from $1.35B, while net income declined to $25.9M from $26.2M
- Nine-month net income $78.3M versus $57.9M, with diluted Class A EPS rising to $4.12 from $3.05
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Brenda S. Tudor resigning from the Board and all committees effective September 8, 2026
- Family health reasons cited, with no disagreement involving operations, policies, or practices
AI summaries of IMKTA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IMKTA
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- Fund moves. Which tracked funds opened, added or cut IMKTA, 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 |
|---|---|---|---|---|
| Jacobs Dwight L. | Buy | May 20, 2026 | 500 | $88.07 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.6B | $5.3B |
| Gross Profit | $1.4B | $1.3B | $1.3B |
| Operating Income | - | $147.1M | $117.6M |
| Net Income | $210.8M | $105.5M | $83.6M |
| Gross Margin | - | 23.0% | 23.9% |
| Op. Margin | - | 2.6% | 2.2% |
| Net Margin | - | 1.9% | 1.6% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.5B | $2.6B |
| Equity | - | $1.5B | $1.6B |
| ROE | - | 6.8% | 5.2% |
| Cash Flow | |||
| Operating CF | - | $262.5M | $154.1M |
| CapEx | $173.6M | $210.9M | $114.5M |
Source: XBRL data in INGLES MARKETS INC (IMKTA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IMKTA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $451.6M |
| Q1 2026 | 30 | $460.8M |
| Q4 2025 | 24 | $349.4M |
| Q3 2025 | 25 | $357.0M |
| Q2 2025 | 26 | $326.8M |
| Q1 2025 | 23 | $254.3M |
| Q4 2024 | 20 | $234.0M |
| Q3 2024 | 18 | $182.7M |
- BlackRock+80.5K (+6%)
- State Street Corp+31.3K (+8%)
- Vanguard Portfolio Management LLC+26.3K (+5%)
- Dimensional Fund Advisors+18.9K (+2%)
- Vanguard Capital Management LLC+10.4K (+2%)
- Two Sigma Investments−43.7K (-58%)
- Millennium Management−32.5K (-36%)
- Wells Fargo & Co−28.9K (-64%)
- Morgan Stanley−23.5K (-12%)
- D.E. Shaw & Co−15.9K (-28%)
- Citadel Advisors LLC−20.7K
- Renaissance Technologies LLC−20.3K
- Mangrove Partners−2.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 193 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IMKTA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | Feb 5, 2026 | Dec 27, 2025 | Analysis | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Nov 26, 2025 | - | - | |
| 10-K | Nov 26, 2025 | Sep 27, 2025 | Analysis | |
| 8-K | Nov 24, 2025 | - | - | |
| 10-Q | Aug 7, 2025 | Jun 28, 2025 | - | |
| SC 13G | May 14, 2025 | - | - | |
| 10-Q | May 8, 2025 | Mar 29, 2025 | - | |
| 10-Q | Feb 6, 2025 | Dec 28, 2024 | - | |
| 10-K | Dec 27, 2024 | Sep 28, 2024 | - | |
| 10-Q | Aug 8, 2024 | Jun 29, 2024 | - | |
| 10-Q | May 9, 2024 | Mar 30, 2024 | - | |
| 10-Q | Feb 8, 2024 | Dec 30, 2023 | - | |
| 10-K | Nov 29, 2023 | Sep 30, 2023 | - | |
| 10-Q | Aug 3, 2023 | Jun 24, 2023 | - |
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IMKTA SEC filings: frequently asked questions
Which institutions hold IMKTA stock?
As of June 30, 2026, the largest INGLES MARKETS INC (IMKTA) holders among the 13F filers tracked by SignalX were BlackRock ($120.2 million), Dimensional Fund Advisors ($82.8 million), Vanguard Capital Management LLC ($56.1 million), Vanguard Portfolio Management LLC ($51.0 million), State Street Corp ($37.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IMKTA's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), INGLES MARKETS INC (IMKTA) reported revenue of $5.3 billion (down 5.4% from FY2024) and net income of $83.6 million. The figures come from the XBRL data in the 10-K.
What are the main risks in IMKTA's latest 10-K?
In the 10-K filed November 26, 2025, INGLES MARKETS INC (IMKTA) flagged: Operational risk from Hurricane Helene causing store closures and repair costs impacting fiscal year 2026 results. Geopolitical/macroeconomic risk from volatile petroleum costs increasing utility, distribution, and plastic supply expenses. (AI summary of the Risk Factors section.)
What did IMKTA report in its latest 8-K?
INGLES MARKETS INC (IMKTA) filed an 8-K on September 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Kevin Hefner, age 53, elected director effective September 8, 2026, replacing departing Class B shareholder designee Brenda S. Tudor.
What are the latest IMKTA SEC filings?
INGLES MARKETS INC (IMKTA) filed its latest 10-K annual report on November 26, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on May 21, 2026.
What is IMKTA's SEC CIK number?
INGLES MARKETS INC (IMKTA)'s SEC Central Index Key (CIK) is 50493. EDGAR lists every IMKTA filing under that number.
Ask anything about IMKTA
The research agent reads IMKTA's filings, financials, insider trades and 13F holders, then answers with sources.