NEOG at a glance
NEOGEN CORP (NEOG, SEC CIK 711377) filed its latest 10-K annual report on July 30, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), NEOGEN CORP (NEOG) reported revenue of $870.4 million (down 2.7% from FY2025) and a net loss of $7.9 million. Diluted EPS was -$0.04.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding NEOGEN CORP (NEOG) shares worth $869.5 million in 13F-HR filings.
- In the last 90 days, NEOG insiders reported 1 open-market purchase ($4K) and 0 open-market sales ($0) on Form 4, a net purchase of $4K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $870.4M
- −2.7% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$4K
- 13F holders
- 30 funds
- $869.5M · +2 vs prior quarter
- Latest 8-K
- Aug 7, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 2026
Risk Factors
- Regulatory risk from Australian and New Zealand regulators reviewing $160M Genomics business sale to Zoetis, delaying expected closing beyond H1 FY2027
- Geopolitical exposure with 51.2% revenue from international markets facing risks including Russia-Ukraine conflict sanctions and Middle East tensions impacting supply and costs
- Operational risk in ongoing transition of Petrifilm manufacturing from 3M to Neogen with expected completion in FY2027, incurring duplicative costs and regulatory approvals
- Competitive risk from AI and emerging technologies disrupting animal and food safety markets, requiring effective integration and risk management to maintain competitive position
- Financial risk from $450M new senior secured term loan and $100M drawn on $250M revolving credit, with covenants restricting investments, dividends, and debt that may limit financial flexibility
Management Discussion & Analysis
- Revenue $870.4M, down 3% YoY ($24.3M decrease) due to $55.6M discontinued product lines partially offset by $17.3M organic growth
- Gross margin 46.9% vs 47.1% YoY, slight decline due to volume decreases and duplicative costs; Food Safety operating income $63.4M vs loss $(985.7)M
- Animal Safety segment revenues $229.3M, down 11% YoY; operating income $24.5M vs $7.3M, best margin improvement; Food Safety segment best revenue performer
- Operating cash flow $83.2M, up $25.0M; investing cash inflow $70.5M due to $121.7M sale proceeds; financing cash outflow $99.4M driven by debt repayments
- Management plans growth via innovation, commercial excellence, cost management; sale of Genomics business pending; supply chain and tariff risks to persist in FY2027
Business Overview
- Core business model: Develop, manufacture, and market food and animal safety diagnostic products, veterinary instruments, pharmaceuticals, and related services worldwide
- Significant divestiture: Announced agreement to sell Genomics business to Zoetis Inc. for $160 million, pending regulatory approval and closing by mid-fiscal 2027
- Strategic shift: Divested global Cleaners and Disinfectants business in July 2025, streamlining focus on core Food Safety and Animal Safety segments
- Employee count: 2,636 total employees globally as of May 31, 2026, with 817 in sales and marketing and 89 in R&D
- Noteworthy fact: Sales outside the U.S. accounted for 51.2% of total revenues, showing continued international growth and geographic diversification
AI summary of the NEOG 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 Feb 28, 2026
Management Discussion & Analysis
- Revenue $211.2M, down $9.8M YoY, or 4.4%, primarily from divestitures and discontinued products
- Gross margin 46.9% vs 49.9% YoY; net loss $17.0M vs $10.9M
- Best segment Food Safety revenue $156.7M, up $3.9M; worst Animal Safety revenue $54.5M, down $13.7M
- Cash $159.9M; nine-month operating cash flow $53.0M vs $41.8M, while financing used $99.1M
- Outlook: Food Safety growth expected in calendar 2026; Animal Safety supplier issues anticipated into early fiscal 2027
- Fiscal 2026 capital expenditures estimated at approximately $50.0M, including $35.0M for 3M FSD integration
Risk Factors
- Executive equity dilution: 1,046,? total awards granted to newly hired executives in January 2026
- Inducement-award compliance: grants exempt from Securities Act registration under Section 4(2)
- Share-repurchase capacity: 5,900,000 shares remaining, with zero purchases during the quarter
- Insider trading risk: no director or officer adopted or terminated a Rule 10b5-1 arrangement during the quarter
AI summary of the NEOG 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
- Thierry Bernard resigned from Neogen’s Board on August 3, 2026
- Board departure creates a governance vacancy and may affect committee composition
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 fourth-quarter and full-year results released for year ended May 31, 2026
- Detailed financial results contained in Exhibit 99.1, the accompanying earnings press release
Item EX-99.1: Item EX-99.1
- Q4 revenue $225.3M, down 0.1%, but core growth 4.3%; Food Safety core growth reached 5.8%, strongest since FY23
- Adjusted EBITDA $45.4M, up from $40.6M; margin expanded to 20.2% from 18.0% on pricing, mix, and cost savings
AI summaries of NEOG 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NEOG
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wainer Andrea F | A | Oct 1, 2026 | 9,804 | $12.24 |
| BOREL JAMES C | A | Oct 1, 2026 | 9,804 | $12.24 |
| BOREL JAMES C | A | Oct 1, 2026 | 20,558 | - |
| Gupta Aashima | A | Oct 1, 2026 | 9,804 | $12.24 |
| Green Ronald D | A | Oct 1, 2026 | 9,804 | $12.24 |
| Green Ronald D | A | Oct 1, 2026 | 20,558 | - |
| CAPELLO JEFFREY D | A | Oct 1, 2026 | 9,804 | $12.24 |
| Gupta Aashima | A | Oct 1, 2026 | 20,558 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $894.7M | $870.4M |
| Gross Profit | - | $421.4M | $408.5M |
| Operating Income | - | -$1.1B | -$21.6M |
| Net Income | -$9.4M | -$1.1B | -$7.9M |
| Gross Margin | - | 47.1% | 46.9% |
| Op. Margin | - | -118.6% | -2.5% |
| Net Margin | - | -122.1% | -0.9% |
| Balance Sheet | |||
| Total Assets | - | $3.4B | $3.3B |
| Equity | $3.1B | $2.1B | $2.1B |
| ROE | -0.3% | -52.7% | -0.4% |
| Per Share | |||
| EPS | $-0.04 | $-5.03 | $-0.04 |
| Cash Flow | |||
| Operating CF | $35.3M | $58.2M | $83.2M |
Source: XBRL data in NEOGEN CORP (NEOG)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NEOG share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $869.5M |
| Q1 2026 | 28 | $903.7M |
| Q4 2025 | 28 | $689.5M |
| Q3 2025 | 28 | $594.7M |
| Q2 2025 | 29 | $485.8M |
| Q1 2025 | 25 | $561.4M |
| Q4 2024 | 22 | $570.3M |
| Q3 2024 | 20 | $410.5M |
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- Bridgewater Associates LP−106.4K
- Millennium Management−30.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NEOG filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-K | Jul 30, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| SC 13G | Jul 7, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - |
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NEOG SEC filings: frequently asked questions
Are NEOG insiders buying or selling?
In the last 90 days, NEOGEN CORP (NEOG) officers, directors and 10% owners reported 1 open-market purchase worth $4,370 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NEOG stock?
As of June 30, 2026, the largest NEOGEN CORP (NEOG) holders among the 13F filers tracked by SignalX were BlackRock ($300.5 million), Vanguard Portfolio Management LLC ($117.2 million), Dimensional Fund Advisors ($88.4 million), Vanguard Capital Management LLC ($86.8 million), State Street Corp ($80.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NEOG's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), NEOGEN CORP (NEOG) reported revenue of $870.4 million (down 2.7% from FY2025) and a net loss of $7.9 million. Diluted EPS was -$0.04. The figures come from the XBRL data in the 10-K.
What are the main risks in NEOG's latest 10-K?
In the 10-K filed July 30, 2026, NEOGEN CORP (NEOG) flagged: Regulatory risk from Australian and New Zealand regulators reviewing $160M Genomics business sale to Zoetis, delaying expected closing beyond H1 FY2027. Geopolitical exposure with 51.2% revenue from international markets facing risks including Russia-Ukraine conflict sanctions and Middle East tensions impacting supply and costs. (AI summary of the Risk Factors section.)
What did NEOG report in its latest 8-K?
NEOGEN CORP (NEOG) filed an 8-K on August 7, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Thierry Bernard resigned from Neogen’s Board on August 3, 2026.
What are the latest NEOG SEC filings?
NEOGEN CORP (NEOG) filed its latest 10-K annual report on July 30, 2026, a 10-Q quarterly report on April 9, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is NEOG's SEC CIK number?
NEOGEN CORP (NEOG)'s SEC Central Index Key (CIK) is 711377. EDGAR lists every NEOG filing under that number.
Ask anything about NEOG
The research agent reads NEOG's filings, financials, insider trades and 13F holders, then answers with sources.