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Consumer Discretionary · Retail-Family Clothing Stores

LE LANDS' END, INC. SEC Filings & Insider Trading Activity 2026

company
CIK 799288117 filings
Russell 2000
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LE at a glance

LANDS' END, INC. (LE, SEC CIK 799288) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.

  • For the fiscal year ended January 30, 2026 (FY2026), LANDS' END, INC. (LE) reported revenue of $1.3 billion (down 2.0% from FY2025) and net income of $5.5 million. Diluted EPS was $0.18.
  • As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding LANDS' END, INC. (LE) shares worth $44.5 million in 13F-HR filings.

Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).

Revenue · FY2026
$1.3B
−2.0% vs prior year
Insiders · 90 days
0 buys · 0 sells
No open-market trades
13F holders
23 funds
$44.5M · +0 vs prior quarter
Latest 8-K
Sep 3, 2026
Item 2.02

AI 10-Q Quarterly Report Analysis

Latest 10-Q, quarter ended Jul 31, 2026

Management Discussion & Analysis

  • Revenue $302.0M, up 2.7% YoY from $294.1M
  • Gross margin 52.0% vs 48.8% YoY; operating margin 2.7% vs 1.4%
  • Best channel U.S. eCommerce revenue $182.4M, up 9.0%; worst Third Party $17.2M, down 20.4%
  • WHP transaction generated $300M cash proceeds; initial JV cash contribution $1.25M
  • Headwinds from tariffs, trade-policy uncertainty, shipping disruptions, freight costs, and warehouse-system challenges

Risk Factors

  • No material changes to 10-K risk factors, as reaffirmed in the quarter-end filing
  • Executive leadership transition risk following CEO Andrew J. McLean’s June 29, 2026 departure
  • Capital allocation risk from $100.0 million share-repurchase authorization through March 31, 2029
  • Liquidity risk from $10.83 million spent repurchasing 910,253 shares during the quarter

AI summary of the LE 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

Filed Sep 3, 2026Full analysis →

Item 2.02: Results of Operations and Financial Condition

  • Second-quarter fiscal 2026 results announced for period ended July 31, 2026
  • Press release containing financial results furnished as Exhibit 99.1

Item EX-99.1: Item EX-99.1

  • Q2 revenue rose 2.7% to $302.0M, led by U.S. eCommerce growth of 9.0% to $182.4M
  • Gross margin expanded 320 basis points to 52.0%, aided by $24.9M of tariff recovery
Filed Jul 10, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Peter L. Gray resigned effective immediately on July 9, 2026
  • Departure covers President, Lands’ End Licensing; Chief Administrative Officer; and General Counsel roles
Filed Jun 30, 2026Full analysis →

Item 5.02: Departure/Appointment of Directors or Principal Officers

  • Charlie Cole becomes CEO and director July 13, 2026, replacing Andrew McLean, who leaves the Board and officer role
  • Cole receives $1.1M base salary, 125% target bonus, and $2.5M inducement equity awards

AI summaries of LE 8-K current reports filed with the SEC. What 8-K item codes mean

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Recent Insider Transactions (Form 4)

Latest reported trades by officers, directors and 10% owners

InsiderTypeDatePrice
Ferolo JamesASep 8, 2026-
Galvin RobertAJul 31, 2026$12.02
Galvin RobertAJul 31, 2026$12.02
Parker Alicia UhlmanAJul 31, 2026$12.02
Parker Alicia UhlmanAJul 31, 2026$12.02
Cole CharlieAJul 13, 2026-
Cole CharlieAJul 13, 2026-
Maas KymFJun 14, 2026$12.41
Insider trades across all companies →Which insider buys matter →

Financial Summary
XBRL

Annual financial summary from SEC XBRL data
MetricFY2024FY2025FY2026
Profitability
Revenue-$1.4B$1.3B
Gross Profit-$653.3M$650.2M
Operating Income-$51.0M$44.3M
Net Income-$6.2M$5.5M
Gross Margin-47.9%48.7%
Op. Margin-3.7%3.3%
Net Margin-0.5%0.4%
Balance Sheet
Total Assets$811.5M$765.5M$751.1M
Equity$241.6M$239.2M$244.3M
ROE-2.6%2.3%
Per Share
EPS-$0.20$0.18
Cash Flow
Operating CF-$53.1M$49.6M
CapEx-$37.8M$29.2M

Source: XBRL data in LANDS' END, INC. (LE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →

13F Fund Holdings: Quarterly Trend

Latest: Q2 2026

Aggregate LE share value held by 13F filers tracked by SignalX, by quarter.

Quarterly totals table
LE shares held by 13F filers tracked by SignalX, by quarter
QuarterFundsTotal value
Q2 202623$44.5M
Q1 202623$49.5M
Q4 202522$62.5M
Q3 202522$59.6M
Q2 202523$47.5M
Q1 202518$31.5M
Q4 202415$38.7M
Q3 202414$40.0M
Position changes: Q1 2026 → Q2 2026
Top Buyers
Top Sellers
New Positions
Closed Positions

Source: 13F-HR filings on SEC EDGAR (aggregated from 160 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work

LE 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

FormFiling dateAnalysisSEC
4Sep 10, 2026--
8-KSep 3, 2026Analysis-
10-QSep 3, 2026Analysis
4Aug 4, 2026--
4Aug 4, 2026--
4Jul 15, 2026--
8-KJul 10, 2026Analysis-
8-KJun 30, 2026Analysis-
4Jun 16, 2026--
4Jun 16, 2026--
4Jun 16, 2026--
4Jun 16, 2026--
10-QJun 9, 2026Analysis
8-KJun 9, 2026Analysis
8-KMay 7, 2026Analysis
4May 5, 2026--
4May 5, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--
4Apr 6, 2026--

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LE SEC filings: frequently asked questions

Which institutions hold LE stock?

As of June 30, 2026, the largest LANDS' END, INC. (LE) holders among the 13F filers tracked by SignalX were Dimensional Fund Advisors ($12.1 million), BlackRock ($9.2 million), Vanguard Capital Management LLC ($5.2 million), Bank of America Corp ($3.9 million), State Street Corp ($2.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.

What was LE's revenue in fiscal year 2026?

For the fiscal year ended January 30, 2026 (FY2026), LANDS' END, INC. (LE) reported revenue of $1.3 billion (down 2.0% from FY2025) and net income of $5.5 million. Diluted EPS was $0.18. The figures come from the XBRL data in the 10-K.

What did LE report in its latest 8-K?

LANDS' END, INC. (LE) filed an 8-K on September 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Second-quarter fiscal 2026 results announced for period ended July 31, 2026.

What are the latest LE SEC filings?

LANDS' END, INC. (LE) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 10, 2026.

What is LE's SEC CIK number?

LANDS' END, INC. (LE)'s SEC Central Index Key (CIK) is 799288. EDGAR lists every LE filing under that number.

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