JJSF at a glance
J&J SNACK FOODS CORP (JJSF, SEC CIK 785956) 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 August 5, 2026 and Form 4 insider filings as recently as February 13, 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), J&J SNACK FOODS CORP (JJSF) reported revenue of $1.6 billion (up 0.5% from FY2024) and net income of $65.6 million. Diluted EPS was $3.36.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding J&J SNACK FOODS CORP (JJSF) shares worth $610.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.6B
- +0.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $610.6M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business: Manufacturing and distribution of snack foods, including frozen novelties and ICEE products
- New emphasis on risks from single-site production disruptions highlighted by August 19, 2024 fire at Holly Ridge plant interrupting operations
- Increased focus on transportation cost risks due to volatile diesel fuel prices and capacity constraints impacting distribution expenses
- Foreign sales $69.6M in 2025, slight decrease vs $73.4M in 2024; foreign assets rose to $79.1M or 5.7% of total assets from 5.0% prior year
- Noteworthy legal structural defense: New Jersey law plus corporate charter provisions restrict change of control to protect against hostile takeovers
Risk Factors
- U.S. tariffs on imports from multiple countries causing inflationary pressures and higher costs on raw materials and packaging
- Revenue concentration risk with top 10 customers accounting for 46% of sales in fiscal 2025, largest customer 10%
- Labor market competition risks including potential strikes from collective bargaining agreements and wage inflation pressures
- Risks from GLP-1 prescription weight-loss drugs suppressing appetite, reducing demand for snack food products
- Exposure to environmental regulation changes requiring costly facility upgrades and supplier compliance disruptions
Management Discussion & Analysis
- Profitability or margin figures not provided in extracted MD&A section
- Cash flow, buybacks, dividends, capex figures not present in snippet
- No management outlook, guidance, or risk factors mentioned in excerpt
AI summary of the JJSF 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
- No profitability or margin percentages provided in excerpt
- Outlook: recovery, product innovation, supply-chain investments, and industry risks highlighted as uncertain
Risk Factors
- No risk-factors section provided; changes versus the 10-K cannot be assessed
- Credit agreement amendment dated June 5, 2026, indicating updated borrowing arrangements
- $18.0 million remaining under the $50.0 million 2026 share repurchase authorization
- 141,214 shares repurchased during the quarter at an average $74.08 per share
AI summary of the JJSF 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
- Fiscal third-quarter results ended June 27, 2026, released August 5, 2026
- Financial figures and management commentary contained in the attached press release
Item EX-99.1: Item EX-99.1
- Q3 sales fell 6.2% to $426.0M, led by Food Service declining 8.3% and Frozen Beverage declining 5.8%
- Gross margin expanded to 35.5% from 33.0%, but adjusted EBITDA declined 6.4% to $67.4M amid $4.7M higher freight and fuel costs
Item 1.01: Entry into a Material Definitive Agreement
- Revolving facility maturity extended to June 5, 2031, improving refinancing runway
- Capacity expandable by up to $200 million or Consolidated EBITDA, subject to conditions
Item 5.02: Departure/Appointment of Directors or Principal Officers
- General Counsel Michael A. Pollner resigning effective June 30, 2026
- Senior legal leadership vacancy creates near-term succession and continuity risk
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results covered quarter ended March 28, 2026
- Press release issued May 6, 2026; financial details are in the attached exhibit
AI summaries of JJSF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for JJSF
Don't miss the next JJSF filing
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- Fund moves. Which tracked funds opened, added or cut JJSF, 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 |
|---|---|---|---|---|
| Ciaramello Kathleen E | A | Feb 12, 2026 | 482 | $85.14 |
| FACHNER DAN | F | Jan 1, 2026 | 178 | $90.37 |
| FACHNER DAN | G | Nov 24, 2025 | 2,202 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.6B |
| Gross Profit | - | $486.1M | $469.9M |
| Operating Income | - | $117.5M | $84.3M |
| Net Income | - | $86.6M | $65.6M |
| Gross Margin | - | 30.9% | 29.7% |
| Op. Margin | - | 7.5% | 5.3% |
| Net Margin | - | 5.5% | 4.1% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.4B | $1.4B |
| Equity | $911.5M | $957.0M | $966.7M |
| ROE | - | 9.0% | 6.8% |
| Per Share | |||
| EPS | - | $4.45 | $3.36 |
| Cash Flow | |||
| Operating CF | - | $173.1M | $165.1M |
| CapEx | - | $73.6M | $82.9M |
Source: XBRL data in J&J SNACK FOODS CORP (JJSF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate JJSF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $610.6M |
| Q1 2026 | 30 | $605.0M |
| Q4 2025 | 30 | $736.0M |
| Q3 2025 | 31 | $766.1M |
| Q2 2025 | 29 | $894.5M |
| Q1 2025 | 26 | $720.4M |
| Q4 2024 | 22 | $615.2M |
| Q3 2024 | 19 | $396.4M |
- Millennium Management+145.3K (+98%)
- AQR Capital Management+131.7K (+78%)
- Two Sigma Investments+128.6K (+105%)
- BlackRock+96.8K (+4%)
- Dimensional Fund Advisors+68.2K (+11%)
- Vanguard Capital Management LLC−46.8K (-7%)
- Vanguard Portfolio Management LLC−44.1K (-4%)
- Wells Fargo & Co−14.7K (-30%)
- Raymond James Financial−6.2K (-62%)
- U.S. Bancorp−3.4K (-66%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 216 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
JJSF 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 |
|---|---|---|---|---|
| 10-Q | Aug 6, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Feb 18, 2026 | - | - | |
| 4 | Feb 13, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Dec 27, 2025 | Analysis | |
| 8-K | Feb 3, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Nov 26, 2025 | - | - | |
| 10-K | Nov 26, 2025 | Sep 27, 2025 | Analysis | |
| 8-K | Nov 25, 2025 | - | - | |
| 10-Q | Aug 6, 2025 | Jun 28, 2025 | - | |
| 10-Q | May 8, 2025 | Mar 29, 2025 | - | |
| 10-Q | Feb 6, 2025 | Dec 28, 2024 | - | |
| 10-K | Nov 26, 2024 | Sep 28, 2024 | - | |
| 10-Q | Aug 7, 2024 | Jun 29, 2024 | - | |
| 10-Q | May 8, 2024 | Mar 30, 2024 | - | |
| 10-Q | Feb 7, 2024 | Dec 30, 2023 | - | |
| 10-K | Nov 28, 2023 | Sep 30, 2023 | - | |
| 10-Q | Aug 3, 2023 | Jun 24, 2023 | - | |
| 10-Q | May 4, 2023 | Mar 25, 2023 | - | |
| 10-Q | Feb 2, 2023 | Dec 24, 2022 | - |
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JJSF SEC filings: frequently asked questions
Which institutions hold JJSF stock?
As of June 30, 2026, the largest J&J SNACK FOODS CORP (JJSF) holders among the 13F filers tracked by SignalX were BlackRock ($175.9 million), Vanguard Portfolio Management LLC ($77.4 million), Dimensional Fund Advisors ($50.8 million), Vanguard Capital Management LLC ($47.4 million), State Street Corp ($46.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was JJSF's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), J&J SNACK FOODS CORP (JJSF) reported revenue of $1.6 billion (up 0.5% from FY2024) and net income of $65.6 million. Diluted EPS was $3.36. The figures come from the XBRL data in the 10-K.
What are the main risks in JJSF's latest 10-K?
In the 10-K filed November 26, 2025, J&J SNACK FOODS CORP (JJSF) flagged: U.S. tariffs on imports from multiple countries causing inflationary pressures and higher costs on raw materials and packaging. Revenue concentration risk with top 10 customers accounting for 46% of sales in fiscal 2025, largest customer 10%. (AI summary of the Risk Factors section.)
What did JJSF report in its latest 8-K?
J&J SNACK FOODS CORP (JJSF) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal third-quarter results ended June 27, 2026, released August 5, 2026.
What are the latest JJSF SEC filings?
J&J SNACK FOODS CORP (JJSF) 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 August 5, 2026 and a Form 4 insider filing on February 13, 2026.
What is JJSF's SEC CIK number?
J&J SNACK FOODS CORP (JJSF)'s SEC Central Index Key (CIK) is 785956. EDGAR lists every JJSF filing under that number.
Ask anything about JJSF
The research agent reads JJSF's filings, financials, insider trades and 13F holders, then answers with sources.