NAGE at a glance
Niagen Bioscience, Inc. (NAGE, SEC CIK 1386570) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as July 8, 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), Niagen Bioscience, Inc. (NAGE) reported revenue of $129.4 million (up 29.9% from FY2024) and net income of $17.4 million. Diluted EPS was $0.20.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Niagen Bioscience, Inc. (NAGE) shares worth $47.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $129.4M
- +29.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $47.4M · −3 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 7.01 · Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $29.785M, down 4% YoY from $31.117M
- Consumer Products best performer: revenue $24.162M, up 6% YoY; Ingredients $5.387M, down 29%
- Gross margin 64.8% vs 65.0% YoY; operating expenses 34.0% of sales vs 26.4%
- Cash $66.7M, including $66.6M unrestricted; $1.3M previously withheld receivables collected
- Near-term headwinds: softer partner demand, order timing variability, competitive pricing, and temporary recall-related costs
Risk Factors
- New competitive risk: FDA’s September 2025 NMN determination enabled lawful dietary-ingredient marketing, intensifying lower-priced competition
- NMN litigation risk: Company challenged FDA’s interpretation, but outcome and timing remain unpredictable
- Near-term market risk: NMN competition has already affected ingredient-business financial results since September 2025
- Customer concentration risk: Major-customer declines could disproportionately reduce ingredient revenue, margins, and results
- Financial risk: Additional capital may be needed within twelve months, with potential dilution or unfavorable financing terms
AI summary of the NAGE 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 7.01: Regulation FD Disclosure
- Corporate presentation released August 4, 2026 under Regulation FD
- Investor-relevant details are contained in Exhibit 99.2
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings announcement for quarter ended June 30, 2026
- Exhibit 99.1 contains the financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q2 sales $29.8M, down from $31.1M; Tru Niagen contributed $24.2M while direct-to-consumer sales grew 23% year-over-year
- Gross margin 64.8%; operating income fell to $0.7M from $3.2M as operating expenses increased to $18.6M
Item 5.07: Submission of Matters to a Vote of Security Holders
- All eight director nominees elected for terms through the 2027 annual meeting
- Steven Rubin and Hamed Shahbazi received notably higher withheld votes, signaling greater shareholder dissent
Item 7.01: Regulation FD Disclosure
- Corporate presentation released May 6, 2026 under Regulation FD
- Exhibit 99.2 contains the investor-facing materials and may update strategy or business outlook
Item 2.02: Results of Operations and Financial Condition
- Earnings announcement covers the quarter ended March 31, 2026
- Press release attached as Exhibit 99.1 contains Niagen Bioscience’s financial results and management commentary
AI summaries of NAGE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NAGE
Don't miss the next NAGE filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fried Robert N | A | Jun 30, 2026 | 1,106 | $2.71 |
| Lopez Carlos Luis | A | Jun 30, 2026 | 2,314 | $2.71 |
| Pamir Ozan | A | Jun 30, 2026 | 4,255 | $2.71 |
| YU Wing Tak Wendy | A | Jun 24, 2026 | 31,746 | - |
| Patrick Kristin | A | Jun 24, 2026 | 31,746 | - |
| Shahbazi Hamed | A | Jun 24, 2026 | 31,746 | - |
| Rubin Steven D | A | Jun 24, 2026 | 31,746 | - |
| Ng Wang Yu Gary | A | Jun 24, 2026 | 31,746 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $99.6M | $129.4M |
| Gross Profit | $50.8M | $61.6M | $83.2M |
| Operating Income | - | $7.7M | $16.3M |
| Net Income | -$4.9M | $8.6M | $17.4M |
| Gross Margin | - | 61.8% | 64.3% |
| Op. Margin | - | 7.8% | 12.6% |
| Net Margin | - | 8.6% | 13.4% |
| Balance Sheet | |||
| Total Assets | - | $68.3M | $106.4M |
| Equity | $28.5M | $46.1M | $76.5M |
| ROE | -17.4% | 18.5% | 22.7% |
| Per Share | |||
| EPS | $-0.07 | $0.11 | $0.20 |
| Cash Flow | |||
| Operating CF | - | $12.1M | $13.5M |
Source: XBRL data in Niagen Bioscience, Inc. (NAGE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NAGE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $47.4M |
| Q1 2026 | 27 | $73.0M |
| Q4 2025 | 27 | $106.2M |
| Q3 2025 | 27 | $152.4M |
| Q2 2025 | 27 | $218.5M |
| Q1 2025 | 23 | $69.2M |
| Q4 2024 | 19 | $41.7M |
| Q3 2024 | 13 | $7.1M |
- BlackRock+313.0K (+8%)
- Morgan Stanley+123.7K (+32%)
- Citadel Advisors LLC+99.6K (+19%)
- Northern Trust+70.7K (+18%)
- Wells Fargo & Co+33.6K (+175%)
- Renaissance Technologies LLC−669.3K (-50%)
- AQR Capital Management−559.3K (-54%)
- Dimensional Fund Advisors−465.8K (-43%)
- Millennium Management−275.9K (-50%)
- D.E. Shaw & Co−177.4K (-64%)
- Raymond James Financial−242.4K
- Franklin Resources−10.1K
- U.S. Bancorp−148
Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NAGE 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 |
|---|---|---|---|---|
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 29, 2026 | - | - | |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 27, 2026 | - | - | - |
| 8-K | Mar 19, 2026 | - | Analysis | - |
| 8-K | Mar 4, 2026 | - | Analysis | - |
| 10-K | Mar 4, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
| 8-K | Dec 22, 2025 | - | - | |
| 10-Q | Nov 4, 2025 | Sep 30, 2025 | Analysis | |
| SC 13G | Oct 31, 2025 | - | - |
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NAGE SEC filings: frequently asked questions
Which institutions hold NAGE stock?
As of June 30, 2026, the largest Niagen Bioscience, Inc. (NAGE) holders among the 13F filers tracked by SignalX were BlackRock ($13.3 million), Vanguard Capital Management LLC ($6.8 million), Goldman Sachs Group ($4.0 million), Vanguard Portfolio Management LLC ($3.7 million), State Street Corp ($3.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NAGE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Niagen Bioscience, Inc. (NAGE) reported revenue of $129.4 million (up 29.9% from FY2024) and net income of $17.4 million. Diluted EPS was $0.20. The figures come from the XBRL data in the 10-K.
What did NAGE report in its latest 8-K?
Niagen Bioscience, Inc. (NAGE) filed an 8-K on August 4, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Corporate presentation released August 4, 2026 under Regulation FD.
What are the latest NAGE SEC filings?
Niagen Bioscience, Inc. (NAGE) filed its latest 10-K annual report on March 4, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on July 8, 2026.
What is NAGE's SEC CIK number?
Niagen Bioscience, Inc. (NAGE)'s SEC Central Index Key (CIK) is 1386570. EDGAR lists every NAGE filing under that number.
Ask anything about NAGE
The research agent reads NAGE's filings, financials, insider trades and 13F holders, then answers with sources.