NEO at a glance
NEOGENOMICS INC (NEO, SEC CIK 1077183) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 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 December 31, 2025 (FY2025), NEOGENOMICS INC (NEO) reported revenue of $727.3 million (up 10.1% from FY2024) and a net loss of $108.0 million.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding NEOGENOMICS INC (NEO) shares worth $884.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Aunan Greg D on August 4, 2026 of 20,000 shares at $16.07 per share.
- In the last 90 days, NEO insiders reported 0 open-market purchases ($0) and 1 open-market sale ($321K) on Form 4, a net sale of $321K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $727.3M
- +10.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$321K
- 13F holders
- 29 funds
- $884.8M · −1 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: oncology-focused diagnostic testing and consultative services, including molecular and precision cancer testing
- Emphasis on growth in therapy selection and Molecular Residual Disease (MRD) testing with launches under a 2026 launch excellence program
- Strategic expansion into community oncology market leveraging partnerships for accelerated topline growth
- Largest molecular testing panels include PanTracer and Neo Comprehensive portfolios with NGS capabilities; Inivata acquisition (2021) bolsters liquid biopsy MRD tech
- 2026 focus on driving operational efficiency via automation, customer experience improvements, and culture with enhanced collaboration and accountability
Risk Factors
- FDA potential regulation of Laboratory Developed Tests requiring clinical trials and approvals, risking operational disruptions and costs
- Global conflicts and political unrest posing business disruption risks with no specific regional revenue exposure disclosed
- Capacity constraints risk from inability to scale personnel and systems impacting turnaround times and client retention
- Intense competition from Quest Diagnostics, Guardant Health, and Myriad Genetics increasing price pressure and market share risk
- Servicing $2028 Convertible Notes may strain cash flow and limit financial flexibility impacting operational funding
Management Discussion & Analysis
- Revenue $727.3M in 2025, up 10.1% YoY or $66.8M, driven by higher test volumes, higher value tests, reimbursement, and Pathline acquisition
- Gross profit $314.3M, margin 43.2% in 2025 vs 43.9% in 2024, a 0.7% margin decline mainly from Pathline acquisition and rising costs
- Best segment: clinical molecular and NGS testing driving growth; worst segment: lower non-clinical revenue due to macro clinical trial trends
- Adjusted EBITDA $43.4M in 2025, up 9.5% or $3.7M YoY; G&A $273.3M (37.6% of revenue) increased 5.2% or $13.6M; sales & marketing $92.0M up 8.7%
- No restructuring charges in 2025 vs $6.7M in 2024; R&D expense $37.1M (5.1% of revenue), up 19%; expecting increased R&D investment going forward
- Management plans to grow via precision diagnostics, therapy selection, MRD testing, community oncology expansion, and efficiency through automation
- Regulatory risk: FDA LDT oversight uncertain after 2025 court ruling vacating FDA rule; potential future FDA changes could increase compliance costs
- No significant expected 2026 revenue impact from regulatory changes; continued investments in test menu expansion, IT, automation, and sales force growth
AI summary of the NEO 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 Jun 30, 2026
Management Discussion & Analysis
- Revenue $201.7M, up 11.2% YoY from $181.3M, driven by higher test volume and pricing
- Gross margin 45.6% vs 42.6% YoY
- Clinical testing strongest; non-clinical revenue declined amid pharmaceutical trial trends
- Tariffs creating potential supply-chain challenges and customer-demand uncertainty
- 2026 focus: therapy-selection and MRD adoption, precision-oncology investment, community-market expansion
Risk Factors
- No material risk-factor changes disclosed from the December 31, 2025 Form 10-K
- New 0.75% convertible senior notes due 2032, issued June 22, 2026, creating additional debt obligations
- $25.0 million privately negotiated share repurchase in June 2026, reducing cash resources
- Convertible notes and capped call transactions introduce potential dilution and capital-markets complexity
- Existing 10-K risks remain applicable, including operational, competitive, regulatory, and liquidity exposures
AI summary of the NEO 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 5.02: Departure/Appointment of Directors or Principal Officers
- Alicia Olivo transitioning from EVP, General Counsel & Business Development effective September 21, 2026
- Continued employment through October 2, 2026 for transition support
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results released July 28, 2026
- Detailed financial results and management commentary available in Exhibit 99.1
AI summaries of NEO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NEO
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- Fund moves. Which tracked funds opened, added or cut NEO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Stone Warren | M | Oct 1, 2026 | 17,562 | - |
| Stone Warren | M | Oct 1, 2026 | 17,562 | - |
| Stone Warren | F | Oct 1, 2026 | 6,911 | - |
| Olivo Alicia C | F | Sep 1, 2026 | 2,692 | - |
| Stone Warren | F | Aug 21, 2026 | 11,060 | - |
| Stone Warren | M | Aug 21, 2026 | 28,106 | - |
| Stone Warren | M | Aug 21, 2026 | 28,106 | - |
| Aunan Greg D | Sell | Aug 4, 2026 | 20,000 | $16.07 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $660.6M | $727.3M |
| Gross Profit | $244.6M | $290.1M | $314.3M |
| Operating Income | -$107.7M | -$92.1M | -$115.9M |
| Net Income | -$88.0M | -$78.7M | -$108.0M |
| Gross Margin | - | 43.9% | 43.2% |
| Op. Margin | - | -13.9% | -15.9% |
| Net Margin | - | -11.9% | -14.9% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.6B | $1.4B |
| Equity | - | $902.3M | $836.6M |
| ROE | - | -8.7% | -12.9% |
| Cash Flow | |||
| Operating CF | - | $7.0M | $5.2M |
| CapEx | - | $41.1M | $27.0M |
Source: XBRL data in NEOGENOMICS INC (NEO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NEO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $884.8M |
| Q1 2026 | 30 | $446.8M |
| Q4 2025 | 26 | $741.2M |
| Q3 2025 | 26 | $527.9M |
| Q2 2025 | 29 | $445.6M |
| Q1 2025 | 24 | $392.9M |
| Q4 2024 | 21 | $503.0M |
| Q3 2024 | 18 | $217.2M |
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- D.E. Shaw & Co−1.97M (-47%)
- Bank of America Corp−617.9K (-20%)
- Dimensional Fund Advisors−274.9K (-10%)
- Morgan Stanley−264.7K (-12%)
- Northern Trust−41.6K (-3%)
- Raymond James Financial+72.7K
- Two Sigma Investments+39.5K
- Allstate+11.6K
- Citadel Advisors LLC−263.7K
- Renaissance Technologies LLC−254.2K
- Bridgewater Associates LP−91.2K
- Truist Financial−11.5K
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
NEO 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 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| SC 13G | Jul 30, 2026 | - | - | |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - |
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NEO SEC filings: frequently asked questions
Are NEO insiders buying or selling?
In the last 90 days, NEOGENOMICS INC (NEO) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $321,400 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NEO stock?
As of June 30, 2026, the largest NEOGENOMICS INC (NEO) holders among the 13F filers tracked by SignalX were BlackRock ($304.5 million), Vanguard Portfolio Management LLC ($117.6 million), Vanguard Capital Management LLC ($84.1 million), State Street Corp ($78.3 million), Millennium Management ($44.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NEO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NEOGENOMICS INC (NEO) reported revenue of $727.3 million (up 10.1% from FY2024) and a net loss of $108.0 million. The figures come from the XBRL data in the 10-K.
What are the main risks in NEO's latest 10-K?
In the 10-K filed February 17, 2026, NEOGENOMICS INC (NEO) flagged: FDA potential regulation of Laboratory Developed Tests requiring clinical trials and approvals, risking operational disruptions and costs. Global conflicts and political unrest posing business disruption risks with no specific regional revenue exposure disclosed. (AI summary of the Risk Factors section.)
What did NEO report in its latest 8-K?
NEOGENOMICS INC (NEO) filed an 8-K on August 11, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Alicia Olivo transitioning from EVP, General Counsel & Business Development effective September 21, 2026.
What are the latest NEO SEC filings?
NEOGENOMICS INC (NEO) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is NEO's SEC CIK number?
NEOGENOMICS INC (NEO)'s SEC Central Index Key (CIK) is 1077183. EDGAR lists every NEO filing under that number.
Ask anything about NEO
The research agent reads NEO's filings, financials, insider trades and 13F holders, then answers with sources.