PLAY at a glance
Dave & Buster's Entertainment, Inc. (PLAY, SEC CIK 1525769) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 3, 2026 (FY2026), Dave & Buster's Entertainment, Inc. (PLAY) reported revenue of $2.1 billion (down 1.4% from FY2025) and a net loss of $48.7 million. Diluted EPS was -$1.40.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Dave & Buster's Entertainment, Inc. (PLAY) shares worth $139.1 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Hatton Cory on September 28, 2026 of 4,000 shares at $6.50 per share.
- In the last 90 days, PLAY insiders reported 2 open-market purchases ($107K) and 0 open-market sales ($0) on Form 4, a net purchase of $107K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.1B
- −1.4% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$107K
- 13F holders
- 27 funds
- $139.1M · +0 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 5.02 · Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 4, 2026
Management Discussion & Analysis
- Operating cash flow $160.6M vs $129.8M, driven by working-capital timing
- Investing cash use $190.0M vs $239.3M, reflecting lower capital expenditures
- Net capital additions $127.6M vs $155.4M, including $117.2M for new stores
- Financing cash flow $28.8M vs $114.6M, with sale-leaseback proceeds offset by discretionary debt paydown
Risk Factors
- Share-repurchase authorization $104.0 million remained unused through August 4, 2026
- No shares repurchased during the six months ended August 4, 2026
- CEO Darin Harper and Interim CFO Cory Hatton certifications filed September 14, 2026
- Executive transition agreements effective August 3, 2026 for Darin Harper and Tarun Lal
AI summary of the PLAY 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
- Amanda Busby appointed Chief Operations Officer, bringing 30+ years across restaurant, hospitality and entertainment operations
- Busby compensation: $450,000 salary, 70% target bonus, 72,464 RSUs, 74,294 options at $8.97, and up to 55,741 PSUs
Item 8.01: Other Events
- Leadership expansion includes executive appointments for marketing, technology, legal, and strategy functions
- Jeremy Tucker appointed Chief Marketing Officer, signaling emphasis on brand and customer acquisition
Item EX-99.1: Item EX-99.1
- Expanded leadership team under CEO Darin Harper targeting operational excellence, revenue growth, digital innovation, and governance
- Amanda Busby appointed COO, bringing 30-plus years across SSP America and Red Robin to improve field execution and guest experience
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results announced on September 14, 2026
- Earnings details contained in Exhibit 99.1, requiring review for revenue, profitability, and outlook impacts
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Tarun Lal retired August 3, 2026; CFO Darin Harper became CEO and joined the Board, creating immediate leadership continuity
- Harper’s compensation includes $650,000 base salary, 100% target cash bonus, 115% target LTIP award, and $6.5 million equity grant
Item EX-99.1: Item EX-99.1
- CEO Tarun Lal retiring August 3, 2026 for family reasons, with advisory role through at least fiscal 2027
- CFO Darin Harper appointed CEO, preserving continuity in the Back-to-Basics strategy and execution
AI summaries of PLAY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PLAY
Don't miss the next PLAY filing
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- Fund moves. Which tracked funds opened, added or cut PLAY, 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 |
|---|---|---|---|---|
| Harper Darin | F | Sep 30, 2026 | 820 | $6.38 |
| Hatton Cory | Buy | Sep 28, 2026 | 4,000 | $6.50 |
| Protell Charles | A | Sep 25, 2026 | 10,572 | - |
| Lipman Nathaniel | A | Sep 25, 2026 | 10,572 | - |
| Morgan Rachel | A | Sep 25, 2026 | 22,659 | $6.62 |
| Weiss Allen R | A | Sep 25, 2026 | 10,572 | - |
| Morgan Rachel | A | Sep 25, 2026 | 15,106 | - |
| Lipman Nathaniel | Buy | Sep 17, 2026 | 12,000 | $6.78 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.1B |
| Operating Income | - | $220.4M | $86.1M |
| Net Income | $126.9M | $58.3M | -$48.7M |
| Op. Margin | - | 10.3% | 4.1% |
| Net Margin | - | 2.7% | -2.3% |
| Balance Sheet | |||
| Total Assets | $3.8B | $4.0B | $4.1B |
| Equity | - | $145.8M | $91.2M |
| ROE | - | 40.0% | -53.4% |
| Per Share | |||
| EPS | $2.88 | $1.46 | $-1.40 |
| Cash Flow | |||
| Operating CF | - | $312.3M | $290.8M |
| CapEx | $330.2M | $530.2M | $391.4M |
Source: XBRL data in Dave & Buster's Entertainment, Inc. (PLAY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PLAY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $139.1M |
| Q1 2026 | 27 | $113.0M |
| Q4 2025 | 28 | $237.3M |
| Q3 2025 | 28 | $274.5M |
| Q2 2025 | 26 | $483.6M |
| Q1 2025 | 23 | $203.3M |
| Q4 2024 | 20 | $273.0M |
| Q3 2024 | 17 | $206.0M |
- BlackRock+1.07M (+50%)
- Goldman Sachs Group+670.4K (+45%)
- Bank of America Corp+153.4K (+102%)
- D.E. Shaw & Co+139.4K (+60%)
- Vanguard Portfolio Management LLC+25.7K (+10%)
- Millennium Management−871.4K (-98%)
- Morgan Stanley−503.2K (-32%)
- State Street Corp−97.9K (-14%)
- Dimensional Fund Advisors−43.1K (-9%)
- JPMorgan Chase & Co−39.3K (-32%)
- Two Sigma Investments+1.03M
- Citadel Advisors LLC+444.6K
- Prudential Financial−238.5K
- Franklin Resources−14.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PLAY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 10-Q | Sep 14, 2026 | Aug 4, 2026 | Analysis | |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
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PLAY SEC filings: frequently asked questions
Are PLAY insiders buying or selling?
In the last 90 days, Dave & Buster's Entertainment, Inc. (PLAY) officers, directors and 10% owners reported 2 open-market purchases worth $107,300 by 2 insiders 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 PLAY stock?
As of June 30, 2026, the largest Dave & Buster's Entertainment, Inc. (PLAY) holders among the 13F filers tracked by SignalX were BlackRock ($36.7 million), Goldman Sachs Group ($24.4 million), Vanguard Capital Management LLC ($13.3 million), Morgan Stanley ($11.9 million), Two Sigma Investments ($11.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PLAY's revenue in fiscal year 2026?
For the fiscal year ended February 3, 2026 (FY2026), Dave & Buster's Entertainment, Inc. (PLAY) reported revenue of $2.1 billion (down 1.4% from FY2025) and a net loss of $48.7 million. Diluted EPS was -$1.40. The figures come from the XBRL data in the 10-K.
What did PLAY report in its latest 8-K?
Dave & Buster's Entertainment, Inc. (PLAY) filed an 8-K on September 21, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 8.01 (Other Events). Amanda Busby appointed Chief Operations Officer, bringing 30+ years across restaurant, hospitality and entertainment operations.
What are the latest PLAY SEC filings?
Dave & Buster's Entertainment, Inc. (PLAY) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 14, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on October 1, 2026.
What is PLAY's SEC CIK number?
Dave & Buster's Entertainment, Inc. (PLAY)'s SEC Central Index Key (CIK) is 1525769. EDGAR lists every PLAY filing under that number.
Ask anything about PLAY
The research agent reads PLAY's filings, financials, insider trades and 13F holders, then answers with sources.