JBSS at a glance
SANFILIPPO JOHN B & SON INC (JBSS, SEC CIK 880117) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 25, 2026 (FY2026), SANFILIPPO JOHN B & SON INC (JBSS) reported revenue of $1.2 billion (up 6.2% from FY2025) and net income of $61.9 million. Diluted EPS was $5.26.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding SANFILIPPO JOHN B & SON INC (JBSS) shares worth $382.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.2B
- +6.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $382.7M · +2 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 26, 2026
Management Discussion & Analysis
- Q3 revenue $281.8M, up $20.9M or 8.0% YoY, driven by 8.3% higher weighted average selling price
- Operating margin 8.4% vs 10.8% YoY; gross margin 19.1% vs 21.4% YoY
- Best channel Commercial Ingredients: revenue $28.2M, up 14.6%; worst Contract Manufacturing: $20.6M, down 4.1%
- Capital investment plan approximately $90.0M through fiscal 2027, excluding applicable tariffs
- Headwinds: declining snack volumes, consumer value shifts, tariff uncertainty, labor costs and supply-chain volatility
Risk Factors
- No new or changed risk factors identifiable for quarter ended March 26, 2026
- Liquidity and capital-resources risks referenced without supporting figures in provided excerpt
- No regulatory, legal, competitive, operational, or financial risk specifics provided
AI summary of the JBSS 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
- Management presentation at BWS Financial Growth and Value Summer Investor Series Conference on August 25, 2026
- Investor-facing disclosure may provide updated strategic, operating, or financial commentary
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and 52-week results ended June 25, 2026
- Press release issued August 19, 2026 and filed as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Fiscal 2026 net sales rose 6.2% to $1.18 billion and diluted EPS increased 4.6% to $5.26
- Fourth-quarter earnings weakened: gross profit fell 9.5% to $44.1 million and diluted EPS declined 38.3% to $0.71
AI summaries of JBSS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JBSS
Don't miss the next JBSS filing
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- Fund moves. Which tracked funds opened, added or cut JBSS, 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 |
|---|---|---|---|---|
| SANFILIPPO JASPER BRIAN JR | A | Aug 18, 2026 | 4,698 | - |
| Finn Michael J | A | Aug 18, 2026 | 517 | - |
| Pellegrino Frank S | A | Aug 18, 2026 | 2,584 | - |
| Pronitcheva Julia A | A | Aug 18, 2026 | 986 | - |
| SANFILIPPO JEFFREY T | A | Aug 18, 2026 | 4,698 | - |
| SANFILIPPO JASPER BRIAN JR | J | Apr 6, 2026 | 125,000 | - |
| Sanfilippo John E | J | Apr 6, 2026 | 125,000 | - |
| SANFILIPPO JEFFREY T | J | Apr 6, 2026 | 125,000 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.1B | $1.2B |
| Gross Profit | - | $203.5M | $211.2M |
| Operating Income | - | $84.7M | $89.2M |
| Net Income | - | $58.9M | $61.9M |
| Gross Margin | - | 18.4% | 18.0% |
| Op. Margin | - | 7.7% | 7.6% |
| Net Margin | - | 5.3% | 5.3% |
| Balance Sheet | |||
| Total Assets | $515.6M | $597.6M | $658.6M |
| Equity | $322.6M | $360.7M | $379.9M |
| ROE | - | 16.3% | 16.3% |
| Per Share | |||
| EPS | - | $5.03 | $5.26 |
| Cash Flow | |||
| Operating CF | - | $30.5M | $123.8M |
| CapEx | - | $50.7M | $88.1M |
Source: XBRL data in SANFILIPPO JOHN B & SON INC (JBSS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JBSS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $382.7M |
| Q1 2026 | 29 | $331.3M |
| Q4 2025 | 28 | $283.6M |
| Q3 2025 | 28 | $263.3M |
| Q2 2025 | 28 | $267.0M |
| Q1 2025 | 25 | $184.3M |
| Q4 2024 | 21 | $206.5M |
| Q3 2024 | 19 | $143.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 209 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JBSS 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 |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-K | Aug 19, 2026 | Jun 25, 2026 | - | |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 26, 2026 | Analysis | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 4 | Apr 8, 2026 | - | - | - |
| 8-K | Mar 30, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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JBSS SEC filings: frequently asked questions
Which institutions hold JBSS stock?
As of June 30, 2026, the largest SANFILIPPO JOHN B & SON INC (JBSS) holders among the 13F filers tracked by SignalX were BlackRock ($128.3 million), Vanguard Portfolio Management LLC ($31.9 million), State Street Corp ($31.4 million), Vanguard Capital Management LLC ($29.4 million), Dimensional Fund Advisors ($29.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JBSS's revenue in fiscal year 2026?
For the fiscal year ended June 25, 2026 (FY2026), SANFILIPPO JOHN B & SON INC (JBSS) reported revenue of $1.2 billion (up 6.2% from FY2025) and net income of $61.9 million. Diluted EPS was $5.26. The figures come from the XBRL data in the 10-K.
What did JBSS report in its latest 8-K?
SANFILIPPO JOHN B & SON INC (JBSS) filed an 8-K on August 25, 2026 reporting Item 7.01 (Regulation FD Disclosure). Management presentation at BWS Financial Growth and Value Summer Investor Series Conference on August 25, 2026.
What are the latest JBSS SEC filings?
SANFILIPPO JOHN B & SON INC (JBSS) filed its latest 10-K annual report on August 19, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on August 19, 2026.
What is JBSS's SEC CIK number?
SANFILIPPO JOHN B & SON INC (JBSS)'s SEC Central Index Key (CIK) is 880117. EDGAR lists every JBSS filing under that number.
Ask anything about JBSS
The research agent reads JBSS's filings, financials, insider trades and 13F holders, then answers with sources.