MKC at a glance
McCormick & Company (MKC, SEC CIK 63754) filed its latest 10-K annual report on January 22, 2026, a 10-Q quarterly report on October 1, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended November 30, 2025 (FY2025), McCormick & Company (MKC) reported revenue of $6.8 billion (up 1.7% from FY2024) and net income of $789.4 million. Diluted EPS was $2.93.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding McCormick & Company (MKC) shares worth $5.3 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Hattersley Gavin on October 2, 2026 of 1,000 shares at $44.61 per share.
- In the last 90 days, MKC insiders reported 2 open-market purchases ($100K) and 1 open-market sale ($10.8M) on Form 4, a net sale of $10.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.8B
- +1.7% vs prior year
- Insiders · 90 days
- 2 buys · 1 sell
- Net −$10.7M
- 13F holders
- 43 funds
- $5.3B · +1 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Nov 30, 2025
Risk Factors
- Trade restrictions and tariffs risk from U.S. and global trade policies raising raw material costs, impacting product pricing and sales volume
- Geopolitical conflicts causing supply chain disruptions and increased costs, with uncertain duration and scope affecting operations globally
- Concentrated production risk with key products made at single locations, vulnerable to natural disasters or other disruptions
- Competitive pressure from private label brands and rivals using AI and advanced analytics, threatening brand relevance and market share
- Customer concentration risk with two large customers accounting for ~24% of 2025 sales, loss or relationship damage could materially harm results
Business Overview
- Core business model: Global producer and marketer of spices, seasonings, and flavor solutions for consumer and food industry customers
- New focus on digital marketing to enhance personalized consumer engagement and improve brand marketing ROI
- Strategic acquisition raised ownership in McCormick de Mexico to 75% for $750 million, enabling growth and Latin America expansion
- Operating income rose 1.0% to $1,070.8 million with adjusted operating income up 2.3%, driven by CCI cost savings and pricing actions
- Special charges increased in 2025, reducing EPS by $0.07 vs $0.03 in 2024, impacting earnings despite operational gains
Management Discussion & Analysis
- Revenue $6,840.3M in 2025, up 1.7% YoY from $6,723.7M in 2024, organic growth 1.9%, pricing +0.7%, volume/product mix +1.2%
- Gross profit $2,592.2M in 2025 flat YoY; gross margin down 60 bps to 37.9% from 38.5% in 2024 due to commodity costs and unfavorable mix
- Consumer segment volume/mix up 2.1%, best performer; Flavor Solutions down 0.2%, worst performer
- SG&A $1,500.3M in 2025, down $20.9M YoY, SG&A margin 21.9% vs 22.6% in 2024; lower compensation and distribution costs offset by higher marketing spend
- 2026 outlook: net sales +13-17% driven by McCormick de Mexico acquisition (11-13%), organic +1-3%; adjusted operating income +16-20%; adjusted EPS $3.05-$3.13 (+2-5%)
AI summary of the MKC 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 Aug 31, 2026
Risk Factors
- New Middle East conflict risk triggered by Iran military conflict, disrupting oil and gas flows and increasing energy, freight, and input costs
- New proposed Unilever Foods transaction risk requiring shareholder, Hart-Scott-Rodino, foreign investment, and other regulatory approvals
- New integration risk from combining businesses, including heightened cybersecurity vulnerabilities and incompatible information technology systems
- New transaction financing risk from substantial debt, potentially reducing cash available for operations and shareholder returns
- New ownership dilution risk, with existing shareholders expected to own approximately 35.0% of the combined company post-closing
Management Discussion & Analysis
- Revenue $2,024.8M, up 17.4% YoY, driven by McCormick de Mexico acquisition contribution of 14.6%
- Gross margin 39.3% vs 37.4% YoY; operating margin 10.7% vs 16.7%, including $141.5M special charges
- Consumer strongest: sales $1,215.4M, up 24.9%; Flavor Solutions margin 14.5% vs 13.3% YoY
- Operating cash flow $598.8M vs $420.2M; acquisition spending $729.9M and capital expenditures $131.2M
- 2026 outlook: sales growth 13%-17%; adjusted EPS $3.05-$3.13 amid tariff, inflation, trade-policy, and Middle East uncertainty
AI summary of the MKC 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
- Q3 fiscal 2026 results reported for period ended August 31, 2026
- Management reaffirmed 2026 outlook, supporting near-term guidance stability
Item 4.01: Changes in Registrant's Certifying Accountant
- EY dismissal driven by anticipated SEC independence conflict tied to Unilever foods-business transaction
- EY effective upon filing McCormick’s fiscal 2026 Form 10-K, covering year ended November 30, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Anne Bramman resigning from McCormick’s Board effective November 30, 2026 after becoming Best Buy CFO
- Audit Committee chair transition to Valarie Sheppard effective September 1, 2026
AI summaries of MKC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MKC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hattersley Gavin | Buy | Oct 2, 2026 | 1,000 | $44.61 |
| Foley Brendan M | A | Sep 23, 2026 | 51.063 | $49.09 |
| Foley Brendan M | A | Sep 8, 2026 | 48.3 | $51.90 |
| Piper Sarah | A | Sep 8, 2026 | 48.911 | $51.90 |
| Tapiero Jacques | A | Sep 2, 2026 | 185.874 | $53.80 |
| Piper Sarah | A | Aug 24, 2026 | 45.168 | $56.20 |
| Foley Brendan M | A | Aug 24, 2026 | 44.604 | $56.20 |
| Piper Sarah | A | Aug 10, 2026 | 47.779 | $53.13 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $6.7B | $6.7B | $6.8B |
| Gross Profit | - | $2.6B | $2.6B |
| Operating Income | - | $1.1B | $1.1B |
| Net Income | $680.6M | $788.5M | $789.4M |
| Gross Margin | - | 38.5% | 37.9% |
| Op. Margin | - | 15.8% | 15.7% |
| Net Margin | 10.2% | 11.7% | 11.5% |
| Balance Sheet | |||
| Total Assets | $12.9B | $13.1B | $13.2B |
| Equity | - | $5.3B | $5.7B |
| ROE | - | 14.9% | 13.8% |
| Per Share | |||
| EPS | $2.52 | $2.92 | $2.93 |
| Cash Flow | |||
| Operating CF | - | $921.9M | $962.2M |
Source: XBRL data in McCormick & Company (MKC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MKC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $5.31B |
| Q1 2026 | 42 | $5.04B |
| Q4 2025 | 41 | $7.27B |
| Q3 2025 | 43 | $7.23B |
| Q2 2025 | 42 | $7.72B |
| Q1 2025 | 39 | $6.69B |
| Q4 2024 | 35 | $5.28B |
| Q3 2024 | 32 | $2.84B |
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- Citadel Advisors LLC−538.5K (-52%)
- Two Sigma Investments−374.4K (-79%)
- D.E. Shaw & Co+76.3K
- OLD NATIONAL BANCORP /IN/+38.5K
- Citizens Financial Group+5.7K
- Soros Fund Management−102.8K
- LCNB CORP−4.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 317 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MKC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 10-Q | Oct 1, 2026 | Aug 31, 2026 | Analysis | |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 15, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 10-Q | Jun 25, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 25, 2026 | - | Analysis | - |
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MKC SEC filings: frequently asked questions
Are MKC insiders buying or selling?
In the last 90 days, McCormick & Company (MKC) officers, directors and 10% owners reported 2 open-market purchases worth $99,837 by 2 insiders and 1 open-market sale worth $10.8 million by 1 insider on Form 4, a net sale of $10.7 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MKC stock?
As of June 30, 2026, the largest McCormick & Company (MKC) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), Vanguard Capital Management LLC ($837.3 million), State Street Corp ($772.7 million), Vanguard Portfolio Management LLC ($698.4 million), Morgan Stanley ($248.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MKC's revenue in fiscal year 2025?
For the fiscal year ended November 30, 2025 (FY2025), McCormick & Company (MKC) reported revenue of $6.8 billion (up 1.7% from FY2024) and net income of $789.4 million. Diluted EPS was $2.93. The figures come from the XBRL data in the 10-K.
What are the main risks in MKC's latest 10-K?
In the 10-K filed January 22, 2026, McCormick & Company (MKC) flagged: Trade restrictions and tariffs risk from U.S. and global trade policies raising raw material costs, impacting product pricing and sales volume. Geopolitical conflicts causing supply chain disruptions and increased costs, with uncertain duration and scope affecting operations globally. (AI summary of the Risk Factors section.)
What did MKC report in its latest 8-K?
McCormick & Company (MKC) filed an 8-K on October 1, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q3 fiscal 2026 results reported for period ended August 31, 2026.
What are the latest MKC SEC filings?
McCormick & Company (MKC) filed its latest 10-K annual report on January 22, 2026, a 10-Q quarterly report on October 1, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on October 5, 2026.
What is MKC's SEC CIK number?
McCormick & Company (MKC)'s SEC Central Index Key (CIK) is 63754. EDGAR lists every MKC filing under that number.
Ask anything about MKC
The research agent reads MKC's filings, financials, insider trades and 13F holders, then answers with sources.