NGVC at a glance
Natural Grocers by Vitamin Cottage, Inc. (NGVC, SEC CIK 1547459) filed its latest 10-K annual report on December 11, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as June 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Natural Grocers by Vitamin Cottage, Inc. (NGVC) reported revenue of $1.3 billion (up 7.2% from FY2024) and net income of $46.4 million. Diluted EPS was $2.00.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Natural Grocers by Vitamin Cottage, Inc. (NGVC) shares worth $159.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Isely Charity on May 29, 2026 of 3,000 shares at $29.04 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.3B
- +7.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $159.7M · +4 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $334.7M, up 1.8% YoY from $328.7M, driven by $4.0M comparable-store and $3.1M new-store sales
- Gross margin 29.3% vs 29.9% YoY; operating margin 4.5% vs 4.7%
- Comparable stores best metric: daily average sales up 1.2%; transaction size up 3.1%, offset by 1.8% lower transaction count
- Net income $11.1M, down 4.6% YoY; Adjusted EBITDA $22.5M, down 7.6% from $24.4M
- Cash $17.5M and borrowing availability $67.3M; outlook includes six to seven new stores, with competition, inflation, tariffs and supply disruptions as headwinds
Risk Factors
- No material changes from Form 10-K risk factors
- Carried-forward risks unchanged; quarter disclosed no newly triggered risk factors
- No material regulatory, legal, or compliance risk updates identified
- No material operational, competitive, market, liquidity, debt, currency, or concentration changes disclosed
AI summary of the NGVC 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 5.07: Submission of Matters to a Vote of Security Holders
- Reincorporation from Delaware to Texas approved by written consent, eliminating need for a shareholder meeting
- Isely Family Group controlled 57.3% of shares, providing decisive voting control over the conversion
Item 2.02: Results of Operations and Financial Condition
- Q3 and nine-month fiscal 2026 results announced for periods ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and key performance details
Item EX-99.1: Item EX-99.1
- Q3 sales rose 1.8% to $334.7M, while comparable sales accelerated to 1.2% from 0.5% in Q2
- Traffic declined 1.8%, with a 3.1% increase in average transaction size driving comparable growth
Item 2.02: Results of Operations and Financial Condition
- Q2 and six-month fiscal 2026 results covered periods ended March 31, 2026
- Financial figures and management commentary furnished in Exhibit 99.1
AI summaries of NGVC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NGVC
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Isely Charity | Sell | May 29, 2026 | 3,000 | $29.04 |
| Buffa Sandra | M | Mar 5, 2026 | 1,532 | - |
| Buffa Sandra | M | Mar 5, 2026 | - | - |
| Cerkovnik Edward | M | Mar 5, 2026 | 1,532 | - |
| Rooney David C. | M | Mar 5, 2026 | 1,532 | - |
| Cerkovnik Edward | M | Mar 5, 2026 | 1,532 | - |
| Rooney David C. | M | Mar 5, 2026 | 1,532 | - |
| Buffa Sandra | A | Mar 4, 2026 | - | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.2B | $1.3B |
| Gross Profit | - | $364.8M | $397.9M |
| Operating Income | - | $47.0M | $62.0M |
| Net Income | - | $33.9M | $46.4M |
| Gross Margin | - | 29.4% | 29.9% |
| Op. Margin | - | 3.8% | 4.7% |
| Net Margin | - | 2.7% | 3.5% |
| Balance Sheet | |||
| Total Assets | $669.2M | $655.5M | $670.5M |
| Equity | $170.8M | $174.3M | $212.4M |
| ROE | - | 19.5% | 21.9% |
| Per Share | |||
| EPS | - | $1.47 | $2.00 |
| Cash Flow | |||
| Operating CF | - | $73.8M | $55.3M |
| CapEx | - | $37.5M | $31.2M |
Source: XBRL data in Natural Grocers by Vitamin Cottage, Inc. (NGVC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NGVC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $159.7M |
| Q1 2026 | 24 | $138.0M |
| Q4 2025 | 22 | $124.2M |
| Q3 2025 | 26 | $195.4M |
| Q2 2025 | 27 | $179.4M |
| Q1 2025 | 22 | $139.8M |
| Q4 2024 | 17 | $134.3M |
| Q3 2024 | 15 | $79.8M |
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- Millennium Management−158.9K (-77%)
- Morgan Stanley−123.7K (-21%)
- Two Sigma Investments−70.7K (-17%)
- JPMorgan Chase & Co−40.6K (-33%)
- Renaissance Technologies LLC−32.2K (-10%)
- Franklin Resources+17.1K
- Raymond James Financial+13.3K
- Ameriprise Financial+6.9K
- U.S. Bancorp+4
Source: 13F-HR filings on SEC EDGAR (aggregated from 181 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NGVC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
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 | Sep 15, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 8-K | Feb 5, 2026 | - | - | |
| 10-Q | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
| 10-K | Dec 11, 2025 | Sep 30, 2025 | - | |
| 10-Q | Aug 7, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 8, 2025 | Mar 31, 2025 | - | |
| 10-Q | Feb 6, 2025 | Dec 31, 2024 | - | |
| 10-K | Dec 12, 2024 | Sep 30, 2024 | - | |
| 10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
| 10-Q | May 9, 2024 | Mar 31, 2024 | - | |
| 10-Q | Feb 8, 2024 | Dec 31, 2023 | - | |
| 10-K | Dec 7, 2023 | Sep 30, 2023 | - | |
| 10-Q | Aug 3, 2023 | Jun 30, 2023 | - | |
| 10-Q | May 4, 2023 | Mar 31, 2023 | - | |
| 10-Q | Feb 2, 2023 | Dec 31, 2022 | - | |
| 10-K | Dec 8, 2022 | Sep 30, 2022 | - |
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NGVC SEC filings: frequently asked questions
Which institutions hold NGVC stock?
As of June 30, 2026, the largest Natural Grocers by Vitamin Cottage, Inc. (NGVC) holders among the 13F filers tracked by SignalX were BlackRock ($30.8 million), Dimensional Fund Advisors ($20.2 million), Vanguard Capital Management LLC ($16.6 million), Morgan Stanley ($14.7 million), Two Sigma Investments ($10.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NGVC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Natural Grocers by Vitamin Cottage, Inc. (NGVC) reported revenue of $1.3 billion (up 7.2% from FY2024) and net income of $46.4 million. Diluted EPS was $2.00. The figures come from the XBRL data in the 10-K.
What did NGVC report in its latest 8-K?
Natural Grocers by Vitamin Cottage, Inc. (NGVC) filed an 8-K on September 15, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). Reincorporation from Delaware to Texas approved by written consent, eliminating need for a shareholder meeting.
What are the latest NGVC SEC filings?
Natural Grocers by Vitamin Cottage, Inc. (NGVC) filed its latest 10-K annual report on December 11, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on June 2, 2026.
What is NGVC's SEC CIK number?
Natural Grocers by Vitamin Cottage, Inc. (NGVC)'s SEC Central Index Key (CIK) is 1547459. EDGAR lists every NGVC filing under that number.
Ask anything about NGVC
The research agent reads NGVC's filings, financials, insider trades and 13F holders, then answers with sources.