NGVT at a glance
Ingevity Corp (NGVT, SEC CIK 1653477) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 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 December 31, 2025 (FY2025), Ingevity Corp (NGVT) reported revenue of $1.2 billion (down 17.0% from FY2024) and a net loss of $167.1 million. Diluted EPS was -$4.61.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Ingevity Corp (NGVT) shares worth $1.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Li David H on August 18, 2026 of 92 shares at $74.71 per share.
- In the last 90 days, NGVT insiders reported 0 open-market purchases ($0) and 7 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.2B
- −17.0% vs prior year
- Insiders · 90 days
- 0 buys · 7 sells
- Net −$1.7M
- 13F holders
- 30 funds
- $1.3B · +1 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Specialty chemicals and materials manufacturing, focusing on automotive carbon, pavement, and road marking technologies
- Legal expense accrual of $95.4M for patent infringement judgment against BASF, final appeal lost in Feb 2026, impacting financials and cash flow
- Emphasis on environmental regulation impacts, especially stricter gasoline vapor emission standards driving potential growth, tied to global air quality policies
- Operational risk from chemicals handling and climate change, with 70-75% of pavement and road marking revenue seasonal April-Sept
- Elevated inflation and economic uncertainties affecting pricing strategies and credit access, risks to capital availability and results of operations
Risk Factors
- Regulatory risk: EU GDPR, CCPA, and China Cybersecurity Law impose complex data privacy compliance and significant fines for violations
- Geopolitical risk: 43% sales outside US exposed to tariffs and retaliatory measures by China harming Performance Materials and Chemicals margins
- Operational risk: Dependency on third-party utilities at UK and VA plants risks costly disruptions and potential liabilities for wastewater noncompliance
- Competitive risk: Automotive activated carbon faces threats from sealed tank fuel systems used by OEMs to meet Tier 3/LEV III emissions regulations
- Financial risk: Ten largest customers accounted for 41% of sales in 2025, with no long-term purchase commitments creating revenue concentration vulnerability
AI summary of the NGVT 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
- Content limited to MD&A introduction; no quarterly revenue or YoY comparison disclosed
- No profitability, margin, segment, cash flow, capital deployment, or outlook figures disclosed
Risk Factors
- No material changes to 2025 Annual Report risk factors except intellectual-property litigation exposure
- Intellectual-property enforcement costs and adverse rulings threatening financial condition and operating results
- Third-party infringement claims potentially requiring substantial damages or product injunctions
- China manufacturing increasing risk of proprietary-technology misappropriation
- Trade-secret breaches potentially reducing revenues, margins, and market share
AI summary of the NGVT 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
- Preliminary results cover three and six months ended June 30, 2026
- Exhibit 99.1 contains the detailed financial results and related disclosures
Item EX-99.1: Item EX-99.1
- Q2 net sales $314.1M, down 5% due to Road Markings divestiture; continuing portfolio sales increased 5%
- Adjusted EBITDA $115.0M, up $14.0M; margin expanded to 36.6% from 30.5%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Ryan Cotterman appointed Vice President, Chief Accounting Officer and principal accounting officer effective June 22, 2026
- Deep accounting and SEC reporting background, including Ernst & Young, public-company controllership and IPO experience
Item 2.02: Results of Operations and Financial Condition
- Preliminary Q1 2026 results for three months ended March 31, 2026
- Exhibit 99.1 contains the detailed financial results and management commentary
AI summaries of NGVT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NGVT
Don't miss the next NGVT filing
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- Fund moves. Which tracked funds opened, added or cut NGVT, 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 |
|---|---|---|---|---|
| Segal Francis David | A | Oct 1, 2026 | 335 | $71.09 |
| WILLIS J KEVIN | A | Oct 1, 2026 | 405 | $71.09 |
| Li David H | Sell | Aug 18, 2026 | 92 | $74.71 |
| Li David H | Sell | Aug 17, 2026 | 5,000 | $75.83 |
| Li David H | Sell | Aug 14, 2026 | 5,000 | $75.73 |
| Li David H | Sell | Aug 13, 2026 | 5,000 | $75.73 |
| Li David H | Sell | Aug 12, 2026 | 5,000 | $76.62 |
| PLATT PHILLIP JOHN | F | Aug 10, 2026 | 1,698 | $77.04 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.4B | $1.2B |
| Gross Profit | - | $454.7M | $461.5M |
| Operating Income | $396.8M | $369.0M | $418.7M |
| Net Income | -$5.4M | -$430.3M | -$167.1M |
| Gross Margin | - | 32.3% | 39.5% |
| Op. Margin | - | 26.2% | 35.9% |
| Net Margin | - | -30.6% | -14.3% |
| Balance Sheet | |||
| Total Assets | $2.6B | $2.0B | $1.7B |
| Equity | - | $195.2M | $29.7M |
| ROE | - | -220.4% | -562.6% |
| Per Share | |||
| EPS | $-0.15 | $-11.85 | $-4.61 |
| Cash Flow | |||
| Operating CF | - | $128.6M | $331.2M |
Source: XBRL data in Ingevity Corp (NGVT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NGVT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $1.30B |
| Q1 2026 | 29 | $1.20B |
| Q4 2025 | 29 | $990.4M |
| Q3 2025 | 30 | $908.1M |
| Q2 2025 | 28 | $708.1M |
| Q1 2025 | 25 | $418.5M |
| Q4 2024 | 20 | $376.0M |
| Q3 2024 | 17 | $190.2M |
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- JPMorgan Chase & Co−13.2K (-11%)
- Dimensional Fund Advisors−10.9K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 208 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NGVT 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 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | Jun 1, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
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NGVT SEC filings: frequently asked questions
Are NGVT insiders buying or selling?
In the last 90 days, Ingevity Corp (NGVT) officers, directors and 10% owners reported no open-market purchases and 7 open-market sales worth $1.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NGVT stock?
As of June 30, 2026, the largest Ingevity Corp (NGVT) holders among the 13F filers tracked by SignalX were BlackRock ($400.5 million), Vanguard Portfolio Management LLC ($177.5 million), Vanguard Capital Management LLC ($117.3 million), State Street Corp ($111.8 million), Millennium Management ($74.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NGVT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ingevity Corp (NGVT) reported revenue of $1.2 billion (down 17.0% from FY2024) and a net loss of $167.1 million. Diluted EPS was -$4.61. The figures come from the XBRL data in the 10-K.
What are the main risks in NGVT's latest 10-K?
In the 10-K filed February 26, 2026, Ingevity Corp (NGVT) flagged: Regulatory risk: EU GDPR, CCPA, and China Cybersecurity Law impose complex data privacy compliance and significant fines for violations. Geopolitical risk: 43% sales outside US exposed to tariffs and retaliatory measures by China harming Performance Materials and Chemicals margins. (AI summary of the Risk Factors section.)
What did NGVT report in its latest 8-K?
Ingevity Corp (NGVT) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Preliminary results cover three and six months ended June 30, 2026.
What are the latest NGVT SEC filings?
Ingevity Corp (NGVT) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on October 2, 2026.
What is NGVT's SEC CIK number?
Ingevity Corp (NGVT)'s SEC Central Index Key (CIK) is 1653477. EDGAR lists every NGVT filing under that number.
Ask anything about NGVT
The research agent reads NGVT's filings, financials, insider trades and 13F holders, then answers with sources.