ODC at a glance
Oil-Dri Corp of America (ODC, SEC CIK 74046) filed its latest 10-K annual report on October 9, 2025, a 10-Q quarterly report on June 8, 2026, an 8-K current report on June 8, 2026 and Form 4 insider filings as recently as April 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended July 31, 2025 (FY2025), Oil-Dri Corp of America (ODC) reported revenue of $485.6 million (up 11.0% from FY2024) and net income of $54.0 million.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding Oil-Dri Corp of America (ODC) shares worth $336.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Chube Ellen-Blair on April 22, 2026 of 1,390 shares at $73.06 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $485.6M
- +11.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $336.5M · +4 vs prior quarter
- Latest 8-K
- Jun 8, 2026
- Item 2.02 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Apr 30, 2026
Management Discussion & Analysis
- Q3 revenue $126.3M, up 9% YoY from $115.5M, driven by higher cat litter volume
- Gross margin 26.7% vs 28.6% YoY; operating income $17.1M, up 23% from $13.9M
- Best segment Retail and Wholesale: revenue $82.5M, up 13%; operating income $11.3M, up 16%
- Worst product line Business-to-Business fluids purification: revenue $25.0M, down 1%; segment operating income $13.0M, down 3%
- Cash $62.9M; nine-month operating cash flow $53.2M; $12.5M stock repurchases and $7.6M dividends
- Near-term headwinds: higher input and transportation costs from geopolitical uncertainty; Weather Event backlog decreased $2.2M quarter-over-quarter
Risk Factors
- No material changes to risk factors since the July 31, 2025 Form 10-K
- Mining regulatory compliance under the Federal Mine Safety and Health Act of 1977
- Mine-safety violations and regulatory matters reported in Exhibit 95
AI summary of the ODC 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
- Fiscal Q3 2026 results covered quarter ended April 30, 2026
- Press release issued June 8, 2026 and filed as Exhibit 99.1
Item 8.01: Other Events
- Quarterly dividends declared: $0.225 per Common share and $0.168 per Class B share
- Dividend payable August 21, 2026 to shareholders of record August 7, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Deferred Compensation Plan eligibility revised to align with current salary grades for executive officers and senior managers
- Separation-from-service rules clarified for employees reducing service levels, affecting payout and vesting determinations
Item 8.01: Other Events
- Quarterly cash dividend declared: $0.205/share (Common Stock) and $0.153/share (Class B Stock)
- Payable May 22, 2026 to shareholders of record as of May 8, 2026
AI summaries of ODC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ODC
Don't miss the next ODC filing
- Alerts as it files. A push when ODC files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ODC, by share count.
- Ask anything. An AI agent that reads every ODC filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Chube Ellen-Blair | Sell | Apr 22, 2026 | 1,390 | $73.06 |
| Hindsley Paul | Sell | Mar 13, 2026 | 6,000 | $63.90 |
| Robey Walter Wade | F | Jan 20, 2026 | 693 | $56.04 |
| Lamson Christopher B | F | Jan 20, 2026 | 3,528 | $56.04 |
| ROETH GEORGE C | G | Dec 23, 2025 | 2,000 | - |
| Nemeroff Michael A | G | Dec 23, 2025 | 5,987 | - |
| Hindsley Paul | A | Dec 15, 2025 | 1,000 | $51.68 |
| Chube Ellen-Blair | A | Dec 15, 2025 | 1,000 | $51.68 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $437.6M | $485.6M |
| Gross Profit | $103.2M | $125.1M | $143.1M |
| Operating Income | - | $51.6M | $68.2M |
| Net Income | $29.6M | $39.4M | $54.0M |
| Gross Margin | - | 28.6% | 29.5% |
| Op. Margin | - | 11.8% | 14.0% |
| Net Margin | - | 9.0% | 11.1% |
| Balance Sheet | |||
| Total Assets | $286.2M | $354.6M | $391.7M |
| Equity | - | $210.6M | $259.1M |
| ROE | - | 18.7% | 20.8% |
| Cash Flow | |||
| Operating CF | - | $60.3M | $80.2M |
| CapEx | $24.4M | $32.0M | $32.6M |
Source: XBRL data in Oil-Dri Corp of America (ODC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ODC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $336.5M |
| Q1 2026 | 25 | $208.8M |
| Q4 2025 | 22 | $165.8M |
| Q3 2025 | 24 | $204.0M |
| Q2 2025 | 23 | $192.6M |
| Q1 2025 | 18 | $115.8M |
| Q4 2024 | 12 | $101.4M |
| Q3 2024 | 9 | $60.6M |
- BlackRock+103.8K (+14%)
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- Two Sigma Investments+13.0K (+13%)
- Goldman Sachs Group+5.6K (+7%)
- Dimensional Fund Advisors−45.9K (-10%)
- JPMorgan Chase & Co−28.6K (-48%)
- Millennium Management−26.1K (-45%)
- Renaissance Technologies LLC−14.7K (-3%)
- Morgan Stanley−12.4K (-16%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 162 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ODC 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 |
|---|---|---|---|---|
| SC 13G | Aug 14, 2026 | - | - | |
| 10-Q | Jun 8, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Apr 22, 2026 | - | - | - |
| 8-K | Apr 3, 2026 | - | Analysis | - |
| 4 | Mar 13, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 10-Q | Mar 11, 2026 | Jan 31, 2026 | Analysis | |
| 4 | Jan 21, 2026 | - | - | |
| 4 | Jan 21, 2026 | - | - | |
| 4 | Dec 23, 2025 | - | - | |
| 4 | Dec 23, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 4 | Dec 15, 2025 | - | - | |
| 8-K | Dec 11, 2025 | - | - | |
| 8-K | Dec 8, 2025 | - | - | |
| 10-Q | Dec 8, 2025 | Oct 31, 2025 | Analysis |
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ODC SEC filings: frequently asked questions
Which institutions hold ODC stock?
As of June 30, 2026, the largest Oil-Dri Corp of America (ODC) holders among the 13F filers tracked by SignalX were BlackRock ($84.8 million), Vanguard Capital Management LLC ($45.0 million), Dimensional Fund Advisors ($42.5 million), Renaissance Technologies LLC ($41.7 million), Vanguard Portfolio Management LLC ($24.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ODC's revenue in fiscal year 2025?
For the fiscal year ended July 31, 2025 (FY2025), Oil-Dri Corp of America (ODC) reported revenue of $485.6 million (up 11.0% from FY2024) and net income of $54.0 million. The figures come from the XBRL data in the 10-K.
What did ODC report in its latest 8-K?
Oil-Dri Corp of America (ODC) filed an 8-K on June 8, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Fiscal Q3 2026 results covered quarter ended April 30, 2026.
What are the latest ODC SEC filings?
Oil-Dri Corp of America (ODC) filed its latest 10-K annual report on October 9, 2025, a 10-Q quarterly report on June 8, 2026, an 8-K current report on June 8, 2026 and a Form 4 insider filing on April 22, 2026.
What is ODC's SEC CIK number?
Oil-Dri Corp of America (ODC)'s SEC Central Index Key (CIK) is 74046. EDGAR lists every ODC filing under that number.
Ask anything about ODC
The research agent reads ODC's filings, financials, insider trades and 13F holders, then answers with sources.