MGPI at a glance
MGP INGREDIENTS INC (MGPI, SEC CIK 835011) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 7, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), MGP INGREDIENTS INC (MGPI) reported revenue of $536.4 million (down 23.8% from FY2024) and a net loss of $107.8 million. Diluted EPS was -$4.99.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding MGP INGREDIENTS INC (MGPI) shares worth $103.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Lux Leslie on September 16, 2026 of 27,731 shares at $14.40 per share.
- In the last 90 days, MGPI insiders reported 0 open-market purchases ($0) and 2 open-market sales ($986K) on Form 4, a net sale of $986K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $536.4M
- −23.8% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$986K
- 13F holders
- 27 funds
- $103.0M · +0 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly sales $124.357M, down 15% YoY from $145.494M
- Operating margin 14.2% vs 14.0% YoY; gross margin 37.4% vs 40.1%
- Best segment Ingredient Solutions sales $35.507M, up 2%; worst Distilling Solutions sales $29.220M, down 42%
- Distilling Solutions brown goods sales $14.260M, down 59% amid elevated industry-wide barrel inventories
- Ingredient Solutions gross margin 10.1% vs 21.7%, pressured by higher waste starch stream costs
Risk Factors
- Risk Factors section not provided; no quarter-specific risk changes identifiable
- Share-repurchase authorization: $100,000 program remains modifiable, suspendable, or terminable without notice
- Equity-plan governance: Amended and Restated 2024 Equity Incentive Plan incorporated as Exhibit 10.1
AI summary of the MGPI 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 1.01: Entry into a Material Definitive Agreement
- Credit amendments permit adding back up to $20 million in specified customer receivable losses through December 31, 2027
- Covenant relief prevents eligible uncollected receivables from reducing Consolidated EBITDA for compliance calculations
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 furnished via Exhibit 99.1
- Press release issued July 29, 2026, providing the primary financial details for investor review
Item EX-99.1: Item EX-99.1
- Q2 sales fell 15% to $124.4M and adjusted EBITDA declined 23% to $27.6M, reflecting continued weakness in distillate demand
- Distilling Solutions revenue dropped 42% to $29.2M, with brown goods sales down 59%, highlighting ongoing aged-whiskey inventory pressure
Item 5.07: Submission of Matters to a Vote of Security Holders
- Four Group A directors elected, including Julie M. Francis and Thomas A. Gerke
- Five Group B directors elected by preferred stockholders, with 297 votes for each
AI summaries of MGPI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MGPI
Don't miss the next MGPI filing
- Alerts as it files. A push when MGPI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MGPI, by share count.
- Ask anything. An AI agent that reads every MGPI filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Roper Martin | A | Oct 1, 2026 | 2,924 | $13.25 |
| Lux Leslie | Sell | Sep 16, 2026 | 27,731 | $14.40 |
| Lux Paul S. | Sell | Aug 20, 2026 | 33,000 | $17.76 |
| Francis Julie Maria | F | Aug 4, 2026 | 1,994 | $17.11 |
| Kaplan Caroline Lux | Sell | May 27, 2026 | 30,000 | $18.18 |
| Kaplan Caroline Lux | Sell | May 26, 2026 | 30,000 | $17.82 |
| Lowry Jennifer Elaine | A | May 14, 2026 | 5,801 | - |
| Siwak Todd B. | A | May 14, 2026 | 5,801 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $703.6M | $536.4M |
| Gross Profit | - | $286.3M | $199.4M |
| Operating Income | - | $74.4M | -$94.6M |
| Net Income | - | $34.7M | -$107.8M |
| Gross Margin | - | 40.7% | 37.2% |
| Op. Margin | - | 10.6% | -17.6% |
| Net Margin | - | 4.9% | -20.1% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.4B | $1.2B |
| Equity | $850.5M | $834.2M | $718.4M |
| ROE | - | 4.2% | -15.0% |
| Per Share | |||
| EPS | - | $1.56 | $-4.99 |
| Cash Flow | |||
| Operating CF | - | $102.3M | $121.5M |
| CapEx | - | $71.2M | $45.5M |
Source: XBRL data in MGP INGREDIENTS INC (MGPI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MGPI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $103.0M |
| Q1 2026 | 27 | $104.4M |
| Q4 2025 | 27 | $146.9M |
| Q3 2025 | 26 | $180.4M |
| Q2 2025 | 29 | $226.7M |
| Q1 2025 | 26 | $180.6M |
| Q4 2024 | 21 | $174.4M |
| Q3 2024 | 20 | $225.9M |
- Goldman Sachs Group+177.3K (+96%)
- BlackRock+147.5K (+13%)
- Morgan Stanley+139.9K (+79%)
- Ameriprise Financial+58.6K (+15%)
- State Street Corp+57.0K (+19%)
- Dimensional Fund Advisors−237.9K (-31%)
- Two Sigma Investments−169.0K (-38%)
- Millennium Management−43.1K (-74%)
- Vanguard Portfolio Management LLC−26.8K (-8%)
- Prudential Financial−20.6K (-24%)
- T. Rowe Price Group+12.2K
- Franklin Resources−11.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MGPI 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 1, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| SC 13G | Jul 29, 2026 | - | - | |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 28, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 4 | May 1, 2026 | - | - | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 10-Q | Apr 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | - |
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MGPI SEC filings: frequently asked questions
Are MGPI insiders buying or selling?
In the last 90 days, MGP INGREDIENTS INC (MGPI) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $985,620 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MGPI stock?
As of June 30, 2026, the largest MGP INGREDIENTS INC (MGPI) holders among the 13F filers tracked by SignalX were BlackRock ($22.3 million), Vanguard Capital Management LLC ($11.3 million), Dimensional Fund Advisors ($9.1 million), Ameriprise Financial ($8.1 million), Citadel Advisors LLC ($6.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MGPI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), MGP INGREDIENTS INC (MGPI) reported revenue of $536.4 million (down 23.8% from FY2024) and a net loss of $107.8 million. Diluted EPS was -$4.99. The figures come from the XBRL data in the 10-K.
What did MGPI report in its latest 8-K?
MGP INGREDIENTS INC (MGPI) filed an 8-K on August 7, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Credit amendments permit adding back up to $20 million in specified customer receivable losses through December 31, 2027.
What are the latest MGPI SEC filings?
MGP INGREDIENTS INC (MGPI) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 7, 2026 and a Form 4 insider filing on October 1, 2026.
What is MGPI's SEC CIK number?
MGP INGREDIENTS INC (MGPI)'s SEC Central Index Key (CIK) is 835011. EDGAR lists every MGPI filing under that number.
Ask anything about MGPI
The research agent reads MGPI's filings, financials, insider trades and 13F holders, then answers with sources.