LMNR at a glance
Limoneira CO (LMNR, SEC CIK 1342423) filed its latest 10-K annual report on December 23, 2025, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 9, 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 October 31, 2025 (FY2025), Limoneira CO (LMNR) reported revenue of $153.7 million (down 17.3% from FY2024) and a net loss of $16.0 million. Diluted EPS was -$0.93.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding Limoneira CO (LMNR) shares worth $52.2 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hamm Gregory C. on October 1, 2026 of 1,000 shares at $11.90 per share.
- In the last 90 days, LMNR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($39K) on Form 4, a net sale of $39K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $153.7M
- −17.3% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$39K
- 13F holders
- 22 funds
- $52.2M · +1 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Q3 revenue $43.8M, down 8% from $47.5M YoY
- Q3 operating loss $3.0M vs $0.6M; operating margin -6.8% vs -1.3%
- Best line lemons $33.8M, down 1%; worst oranges and specialty citrus/wine grapes, both down 100% to zero
- Windfall Farms impairment $4.1M; Yuma lemon-orchard disposal loss $7.2M in Q2
- Dividends paused March 23, 2026 for avocado expansion and housing investments; Windfall Farms sale expected September 14, 2026
Risk Factors
- Dividend suspension risk triggered March 23, 2026, with preferred dividend arrearages totaling $244,000
- Capital-allocation risk from strategic investments in avocado production and housing delaying dividend resumption
- Shareholder-return risk: $30.0 million repurchase authorization remains unused as of July 31, 2026
- Preferred-security obligations: 13,311 Series B and 9,300 Series B-2 shares outstanding with accumulating arrearages
AI summary of the LMNR 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 quarter ended July 31, 2026 financial results announced
- Press release furnished as Exhibit 99.1, containing the detailed quarterly figures
Item EX-99.1: Item EX-99.1
- Q3 revenue fell to $43.8M from $47.5M, reflecting Sunkist transition and lighter lemon volumes
- Adjusted EBITDA improved to $3.9M from $3.0M despite a $3.0M operating loss
Item 2.06: Material Impairments
- Additional $4.1M impairment expected in Q4 fiscal 2026
- Aggregate property, plant and equipment impairment estimated at $13.4M
Item 1.01: Entry into a Material Definitive Agreement
- $15 million sale of 724 vineyard acres in Paso Robles, advancing Limoneira’s strategy to monetize non-core real estate
- Buyer’s 12% earnest-money deposit becomes nonrefundable absent material seller default, reducing transaction-execution risk
Item EX-99.1: Item EX-99.1
- Windfall Farms’ approximately 724-acre vineyard property agreed for $15 million all-cash sale via competitive public auction
- Expected September 15, 2026 closing remains subject to customary conditions, creating execution risk
Item 8.01: Other Events
- Limoneira entered a purchase agreement to sell unspecified properties
- Transaction proceeds, properties, buyer, and closing terms require review of Exhibit 99.1
Item 1.02: Termination of a Material Definitive Agreement
- Peak Holdings terminated the agreement to acquire an 80% tenant-in-common interest in Limoneira’s Paso Robles real estate
- $500,000 escrow deposit will be returned to Peak Holdings under its due-diligence termination right
AI summaries of LMNR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LMNR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hamm Gregory C. | Sell | Oct 1, 2026 | 1,000 | $11.90 |
| Hamm Gregory C. | Sell | Sep 1, 2026 | 1,000 | $13.79 |
| Hamm Gregory C. | Sell | Aug 3, 2026 | 1,000 | $12.99 |
| Hamm Gregory C. | Sell | Jul 1, 2026 | 1,000 | $13.05 |
| Hamm Gregory C. | Sell | May 1, 2026 | 1,000 | $12.78 |
| Hamm Gregory C. | Sell | Apr 2, 2026 | 1,000 | $13.41 |
| TERRY EDGAR A. | A | Mar 25, 2026 | 6,315 | - |
| Mora Elizabeth | A | Mar 25, 2026 | 6,315 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $174.4M | $185.9M | $153.7M |
| Operating Income | $10.8M | -$6.2M | -$20.4M |
| Net Income | $9.4M | $7.7M | -$16.0M |
| Op. Margin | 6.2% | -3.3% | -13.3% |
| Net Margin | 5.4% | 4.2% | -10.4% |
| Balance Sheet | |||
| Total Assets | $301.2M | $298.8M | $311.1M |
| Equity | $189.7M | $191.7M | $180.0M |
| ROE | 5.0% | 4.0% | -8.9% |
| Per Share | |||
| EPS | $0.50 | $0.40 | $-0.93 |
| Cash Flow | |||
| Operating CF | - | $17.9M | -$6.0M |
Source: XBRL data in Limoneira CO (LMNR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LMNR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $52.2M |
| Q1 2026 | 21 | $46.2M |
| Q4 2025 | 19 | $45.1M |
| Q3 2025 | 20 | $57.5M |
| Q2 2025 | 22 | $61.0M |
| Q1 2025 | 14 | $41.0M |
| Q4 2024 | 9 | $51.6M |
| Q3 2024 | 8 | $30.5M |
- Morgan Stanley+101.3K (+86%)
- BlackRock+40.3K (+4%)
- AQR Capital Management+33.8K (+148%)
- Vanguard Portfolio Management LLC+16.0K (+17%)
- State Street Corp+12.8K (+4%)
- Vanguard Capital Management LLC−73.1K (-9%)
- Dimensional Fund Advisors−58.7K (-14%)
- Citadel Advisors LLC−40.0K (-31%)
- Goldman Sachs Group−20.4K (-28%)
- JPMorgan Chase & Co−7.8K (-51%)
- Ameriprise Financial+517.6K
- Fifth Third Bancorp+70
- Two Sigma Investments−16.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 135 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LMNR 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 |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Sep 9, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 10-Q | Jun 9, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Mar 27, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 4 | Mar 26, 2026 | - | - | - |
| 8-K | Mar 23, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 10-Q | Mar 12, 2026 | Jan 31, 2026 | Analysis | |
| 4 | Mar 3, 2026 | - | - | - |
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LMNR SEC filings: frequently asked questions
Are LMNR insiders buying or selling?
In the last 90 days, Limoneira CO (LMNR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $38,681 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LMNR stock?
As of June 30, 2026, the largest Limoneira CO (LMNR) holders among the 13F filers tracked by SignalX were BlackRock ($15.1 million), Vanguard Capital Management LLC ($9.4 million), Ameriprise Financial ($6.8 million), Dimensional Fund Advisors ($4.9 million), State Street Corp ($4.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LMNR's revenue in fiscal year 2025?
For the fiscal year ended October 31, 2025 (FY2025), Limoneira CO (LMNR) reported revenue of $153.7 million (down 17.3% from FY2024) and a net loss of $16.0 million. Diluted EPS was -$0.93. The figures come from the XBRL data in the 10-K.
What did LMNR report in its latest 8-K?
Limoneira CO (LMNR) filed an 8-K on September 9, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended July 31, 2026 financial results announced.
What are the latest LMNR SEC filings?
Limoneira CO (LMNR) filed its latest 10-K annual report on December 23, 2025, a 10-Q quarterly report on September 9, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 2, 2026.
What is LMNR's SEC CIK number?
Limoneira CO (LMNR)'s SEC Central Index Key (CIK) is 1342423. EDGAR lists every LMNR filing under that number.
Ask anything about LMNR
The research agent reads LMNR's filings, financials, insider trades and 13F holders, then answers with sources.