MZTI at a glance
MARZETTI CO (MZTI, SEC CIK 57515) filed its latest 10-K annual report on August 25, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), MARZETTI CO (MZTI) reported revenue of $1.9 billion (up 1.1% from FY2025) and net income of $191.6 million. Diluted EPS was $6.98.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding MARZETTI CO (MZTI) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Viso Luis on September 10, 2026 of 997 shares at $100.81 per share.
- In the last 90 days, MZTI insiders reported 0 open-market purchases ($0) and 1 open-market sale ($101K) on Form 4, a net sale of $101K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.9B
- +1.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$101K
- 13F holders
- 36 funds
- $1.3B · −1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,929.8M, up 1.1% YoY (+$20.7M), driven by pricing, Bachan’s acquisition ($15.4M), TSA sales ($6.2M), offset by lower Retail volume
- Operating margin 12.4% vs 11.5% YoY; Operating income $238.7M, up 8.3% (+$18.4M) from cost savings and favorable restructuring impacts
- Foodservice segment best performer: sales $927.1M (+2.4%), operating income $131.3M (+17.7%), margin 14.2% vs 12.3%; Retail weakest: sales $1,002.8M (-0.1%), operating income $203.7M (-3.8%), margin 20.3% vs 21.1%
- Operating cash flow $283.8M (+8.5%), investing cash flow -$470.0M reflecting $399.3M acquisition of Bachan’s, financing cash flow +$49.8M due to borrowing $200M term loan; dividends $3.95/share (+$0.20)
- 2027 outlook: expect sales growth from Bachan’s and new product launches; moderate inflation to be offset by pricing and cost savings; risks include economic factors, input cost inflation, Cyclospora outbreak impact
Risk Factors
- Regulatory risk: Increased scrutiny under Federal Food, Drug, and Cosmetic Act and Food Safety Modernization Act with potential for costly recalls and legal claims
- Geopolitical/macroeconomic risk: Raw material cost/availability impacted by tariffs, drought, avian influenza, and geopolitical instability affecting supply chain
- Operational risk: Single-site and third-party manufacturing dependencies risk production disruptions and loss of product placement
- Competitive risk: Walmart accounts for 18% of sales; any loss or reduction of this business could materially reduce sales and profitability
- Financial risk: Credit Agreement requires net leverage ≤3.5x and interest coverage ≥2.5x; breaches could accelerate debt and limit business flexibility
Business Overview
- Core business model: Manufacturer and marketer of specialty food products for Retail and Foodservice channels in the U.S.
- New emphasis on Retail licensing program launched to expand core business, complementing base growth and supply chain simplification.
- Strategic name change from Lancaster Colony Corporation to The Marzetti Company effective June 27, 2025, aligning brand with vision "The Better Food Company"
- Employee count steady at 3,500 with 18% unionized, highlighting robust human capital focus including safety, talent acquisition, and engagement
- Significant customer sales: Chick-fil-A contributed ~30% of consolidated net sales in 2026, up from 28% in 2024, reinforcing strong partner relationship
AI summary of the MZTI 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 Mar 31, 2026
Management Discussion & Analysis
- Q3 revenue $453.4M, down 1.0% YoY from $457.8M
- Gross margin 23.6% vs 23.1% YoY; operating margin 10.3% vs 10.9%
- Retail sales $233.8M, down 3.2%; Foodservice sales $219.6M, up 1.5%
- Operating cash flow $228.7M vs $173.3M; financing uses $107.2M on higher repurchases and dividends
- Q4 outlook: Bachan’s sales contribution and new Retail products; modest inflationary pressure offset by pricing and savings programs
Risk Factors
- No Risk Factors section provided in the submitted 10-Q excerpt
- Share repurchases reduced remaining authorization to 954,711 shares at March 31, 2026
- Credit Agreement amended March 4, 2026, indicating updated financing arrangements
- No directors or Section 16 officers adopted or terminated trading arrangements during the third quarter
AI summary of the MZTI 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 Q4 and full-year results ended June 30, 2026 announced
- Press release attached as Exhibit 99.1, containing detailed financial results
Item 8.01: Other Events
- First-quarter fiscal 2027 dividend announced, providing shareholders with an upcoming cash-return event
- Annual meeting scheduled virtually for November 11, 2026 at 1:00 p.m.
Item 2.02: Results of Operations and Financial Condition
- Q3 and nine-month fiscal 2026 results reported for periods ended March 31, 2026
- Press release attached as Exhibit 99.1 contains financial results and management commentary
AI summaries of MZTI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MZTI
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Viso Luis | Sell | Sep 10, 2026 | 997 | $100.81 |
| Pigott, Thomas K. | A | Aug 25, 2026 | 1,026 | - |
| Ciesinski David Alan | A | Aug 25, 2026 | 4,177 | - |
| Ciesinski David Alan | F | Aug 25, 2026 | 1,611 | $116.05 |
| Bird Kristin | A | Aug 25, 2026 | 623 | - |
| Bird Kristin | F | Aug 25, 2026 | 180 | $116.05 |
| Viso Luis | F | Aug 25, 2026 | 152 | $116.05 |
| Pigott, Thomas K. | F | Aug 25, 2026 | 298 | $116.05 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.9B | $1.9B |
| Gross Profit | - | $455.6M | $477.3M |
| Operating Income | - | $220.3M | $238.7M |
| Net Income | - | $167.3M | $191.6M |
| Gross Margin | - | 23.9% | 24.7% |
| Op. Margin | - | 11.5% | 12.4% |
| Net Margin | - | 8.8% | 9.9% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.3B | $1.6B |
| Equity | - | $998.5M | $1.1B |
| ROE | - | 16.8% | 18.2% |
| Per Share | |||
| EPS | - | $6.07 | $6.98 |
| Cash Flow | |||
| Operating CF | - | $261.5M | $283.8M |
| CapEx | $67.6M | $58.0M | $77.7M |
Source: XBRL data in MARZETTI CO (MZTI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MZTI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $1.28B |
| Q1 2026 | 37 | $1.33B |
| Q4 2025 | 36 | $1.50B |
| Q3 2025 | 37 | $1.55B |
| Q2 2025 | 35 | $1.57B |
| Q1 2025 | 31 | $1.07B |
| Q4 2024 | 26 | $948.6M |
| Q3 2024 | 22 | $527.1M |
- Goldman Sachs Group+446.8K (+178%)
- AQR Capital Management+443.1K (+53%)
- Dimensional Fund Advisors+158.4K (+29%)
- Two Sigma Investments+152.0K (+197%)
- Morgan Stanley+119.1K (+46%)
- Renaissance Technologies LLC−43.2K (-12%)
- Bridgewater Associates LP−10.0K (-66%)
- BNY Mellon−7.4K (-4%)
- Citigroup−7.4K (-31%)
- Principal Financial Group−6.0K (-3%)
- Allstate+5.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 260 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MZTI 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 | Sep 11, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 10-K | Aug 25, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 19, 2026 | - | - | |
| 10-Q | May 4, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 8-K | Mar 9, 2026 | - | Analysis | - |
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MZTI SEC filings: frequently asked questions
Are MZTI insiders buying or selling?
In the last 90 days, MARZETTI CO (MZTI) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $100,512 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MZTI stock?
As of June 30, 2026, the largest MARZETTI CO (MZTI) holders among the 13F filers tracked by SignalX were BlackRock ($313.1 million), Vanguard Portfolio Management LLC ($158.1 million), AQR Capital Management ($145.3 million), State Street Corp ($119.7 million), Vanguard Capital Management LLC ($100.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MZTI's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), MARZETTI CO (MZTI) reported revenue of $1.9 billion (up 1.1% from FY2025) and net income of $191.6 million. Diluted EPS was $6.98. The figures come from the XBRL data in the 10-K.
What are the main risks in MZTI's latest 10-K?
In the 10-K filed August 25, 2026, MARZETTI CO (MZTI) flagged: Regulatory risk: Increased scrutiny under Federal Food, Drug, and Cosmetic Act and Food Safety Modernization Act with potential for costly recalls and legal claims. Geopolitical/macroeconomic risk: Raw material cost/availability impacted by tariffs, drought, avian influenza, and geopolitical instability affecting supply chain. (AI summary of the Risk Factors section.)
What did MZTI report in its latest 8-K?
MARZETTI CO (MZTI) filed an 8-K on August 25, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q4 and full-year results ended June 30, 2026 announced.
What are the latest MZTI SEC filings?
MARZETTI CO (MZTI) filed its latest 10-K annual report on August 25, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 11, 2026.
What is MZTI's SEC CIK number?
MARZETTI CO (MZTI)'s SEC Central Index Key (CIK) is 57515. EDGAR lists every MZTI filing under that number.
Ask anything about MZTI
The research agent reads MZTI's filings, financials, insider trades and 13F holders, then answers with sources.