JACK at a glance
JACK IN THE BOX INC (JACK, SEC CIK 807882) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 28, 2025 (FY2025), JACK IN THE BOX INC (JACK) reported revenue of $1.5 billion (down 6.7% from FY2024) and a net loss of $80.7 million. Diluted EPS was -$4.24.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding JACK IN THE BOX INC (JACK) shares worth $106.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by King Mark James on September 22, 2026 of 5,627 shares at $13.61 per share.
- In the last 90 days, JACK insiders reported 0 open-market purchases ($0) and 3 open-market sales ($264K) on Form 4, a net sale of $264K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- −6.7% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$264K
- 13F holders
- 25 funds
- $106.2M · +2 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 7.01 · Item 1.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 5, 2026
Management Discussion & Analysis
- Quarterly revenue $257.7M, down from $262.4M YoY, following Del Taco divestiture
- Franchise operations weakest: revenue $161.4M vs $168.3M, down 4.1% YoY
- Same-store sales declined 1.1% systemwide, with franchise sales down 1.2%
- Operating cash flow $56.6M YTD vs $118.1M, while capital expenditures fell to $44.1M from $60.3M
- Cash and restricted cash $71.8M, with $54.6M available borrowing capacity and expected liquidity sufficient for twelve months
Risk Factors
- New 2026-1 senior secured notes and variable funding notes issued June 23, 2026
- $175.0 million remaining under authorized share repurchase programs as of July 5, 2026
AI summary of the JACK 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
- Rachel Ruggeri appointed to Jack in the Box board, adding a new director
- Michael Murphy planned board retirement, creating a governance transition
Item 1.01: Entry into a Material Definitive Agreement
- Cooperation agreement with GreenWood extended through the nomination window for the 2028 annual meeting
- Board capped at 9 directors during the covered period without GreenWood’s prior written consent
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Rachel Ruggeri, former Starbucks CFO, appointed independent director effective September 17, 2026
- Appointment reflects Nomination and Cooperation Agreement discussions with GreenWood, signaling investor influence over board composition
Item EX-99.1: Item EX-99.1
- Former Starbucks CFO Rachel Ruggeri appointed independent director, adding restaurant, finance and consumer-sector expertise
- Director Michael Murphy retiring and not standing for reelection at the 2027 Annual Meeting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Taylor Montgomery appointed President effective September 14, 2026, positioning him to become CEO within twelve months
- Former Taco Bell Global Chief Brand Officer tasked with brand strategy, sales growth, and franchisee profitability
Item 7.01: Regulation FD Disclosure
- Montgomery appointed President, effective September 14, 2026
- Leadership transition creates potential implications for strategy and operational execution
Item EX-99.1: Item EX-99.1
- Taylor Montgomery appointed President effective September 14, 2026, overseeing brand strategy and sustainable sales growth
- Expected CEO succession within 12 months, reducing leadership uncertainty and supporting continuity
Item 2.02: Results of Operations and Financial Condition
- Q3 fiscal 2026 results announced August 12, 2026
- Press release contains financial results and additional disclosures
Item EX-99.1: Item EX-99.1
- Q3 revenue fell 1.8% to $257.7M, with same-store sales down 1.1% and systemwide sales down 1.4%
- Operating EPS declined to $0.96 from $1.04, while Adjusted EBITDA increased to $61.2M from $57.1M
AI summaries of JACK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JACK
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Montgomery Taylor K | A | Oct 1, 2026 | 106,506 | - |
| King Mark James | Sell | Sep 22, 2026 | 5,627 | $13.61 |
| MYERS JAMES M | A | Sep 1, 2026 | 1,494 | - |
| King Mark James | Sell | Aug 14, 2026 | 5,647 | $18.59 |
| King Mark James | Sell | Jul 21, 2026 | 5,626 | $14.70 |
| King Mark James | Sell | Jun 18, 2026 | 5,911 | $12.53 |
| DIAZ GUILLERMO JR | Buy | May 28, 2026 | 5,962 | $11.51 |
| King Mark James | A | May 12, 2026 | 186,901 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.5B |
| Operating Income | - | $82.5M | -$18.1M |
| Net Income | $130.8M | -$36.7M | -$80.7M |
| Op. Margin | - | 5.3% | -1.2% |
| Net Margin | - | -2.3% | -5.5% |
| Balance Sheet | |||
| Total Assets | $3.0B | $2.7B | $2.6B |
| Equity | - | -$851.8M | -$938.3M |
| ROE | - | 4.3% | 8.6% |
| Per Share | |||
| EPS | $6.30 | $-1.87 | $-4.24 |
| Cash Flow | |||
| Operating CF | - | $68.8M | $162.4M |
| CapEx | $75.0M | $115.5M | $88.2M |
Source: XBRL data in JACK IN THE BOX INC (JACK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JACK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $106.2M |
| Q1 2026 | 23 | $49.6M |
| Q4 2025 | 24 | $120.2M |
| Q3 2025 | 26 | $158.3M |
| Q2 2025 | 28 | $168.3M |
| Q1 2025 | 22 | $183.4M |
| Q4 2024 | 19 | $215.6M |
| Q3 2024 | 15 | $136.8M |
- Bank of America Corp+541.6K (+87%)
- Goldman Sachs Group+373.5K (+380%)
- Two Sigma Investments+353.2K (+615%)
- Wells Fargo & Co+86.1K (+76%)
- D.E. Shaw & Co+82.1K (+117%)
- Millennium Management−258.8K (-90%)
- Morgan Stanley−120.4K (-51%)
- AQR Capital Management−49.3K (-27%)
- Invesco Ltd−16.2K (-10%)
- FMR LLC (Fidelity)−3.2K (-62%)
- Raymond James Financial+411.3K
- Dimensional Fund Advisors+19.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 182 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JACK 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 |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 10-Q | Aug 12, 2026 | Jul 5, 2026 | Analysis | |
| 8-K | Aug 12, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| SC 13G | May 15, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 13, 2026 | Apr 12, 2026 | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
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JACK SEC filings: frequently asked questions
Are JACK insiders buying or selling?
In the last 90 days, JACK IN THE BOX INC (JACK) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $264,263 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold JACK stock?
As of June 30, 2026, the largest JACK IN THE BOX INC (JACK) holders among the 13F filers tracked by SignalX were BlackRock ($21.2 million), Bank of America Corp ($18.4 million), Vanguard Capital Management LLC ($13.1 million), Goldman Sachs Group ($7.5 million), Raymond James Financial ($6.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JACK's revenue in fiscal year 2025?
For the fiscal year ended September 28, 2025 (FY2025), JACK IN THE BOX INC (JACK) reported revenue of $1.5 billion (down 6.7% from FY2024) and a net loss of $80.7 million. Diluted EPS was -$4.24. The figures come from the XBRL data in the 10-K.
What did JACK report in its latest 8-K?
JACK IN THE BOX INC (JACK) filed an 8-K on September 21, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item 1.01 (Entry into a Material Definitive Agreement) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Rachel Ruggeri appointed to Jack in the Box board, adding a new director.
What are the latest JACK SEC filings?
JACK IN THE BOX INC (JACK) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 12, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 2, 2026.
What is JACK's SEC CIK number?
JACK IN THE BOX INC (JACK)'s SEC Central Index Key (CIK) is 807882. EDGAR lists every JACK filing under that number.
Ask anything about JACK
The research agent reads JACK's filings, financials, insider trades and 13F holders, then answers with sources.