PMTS at a glance
CPI Card Group Inc. (PMTS, SEC CIK 1641614) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as September 14, 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), CPI Card Group Inc. (PMTS) reported revenue of $543.5 million (up 13.1% from FY2024) and net income of $14.9 million. Diluted EPS was $1.25.
- As of June 30, 2026, 17 institutional investment managers tracked by SignalX reported holding CPI Card Group Inc. (PMTS) shares worth $28.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Parallel49 Equity, ULC on September 14, 2026 of 2,687,921 shares at $20.43 per share.
- In the last 90 days, PMTS insiders reported 5 open-market purchases ($12.0M) and 1 open-market sale ($54.9M) on Form 4, a net sale of $42.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $543.5M
- +13.1% vs prior year
- Insiders · 90 days
- 5 buys · 1 sell
- Net −$42.9M
- 13F holders
- 17 funds
- $28.5M · +1 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $149.2M, up 15.0% YoY from $129.8M, driven by Secure Card Solutions and Prepaid Solutions
- Gross margin 32.5% vs 30.9% YoY; net income $2.0M vs $0.5M
- Secure Card Solutions strongest: revenue $110.9M, up 17.1%; Prepaid Solutions weakest six-month trend: revenue down 2.7%
- Cash $21.4M; operating cash flow $42.1M versus $9.9M; $6.3M acquisition funded with cash
- Near-term headwinds: tariffs, unfavorable sales mix, higher technology and compensation costs, customer demand uncertainty
Risk Factors
- No material risk-factor changes from the December 31, 2025 Form 10-K
- Carried-forward business risks remain relevant to financial condition and operating results
- No newly triggered regulatory, legal, or compliance risk disclosed
- No new operational, competitive, market, liquidity, debt, currency, or concentration risk disclosed
AI summary of the PMTS 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 8.01: Other Events
- Selling stockholders sold 2,337,323 CPI Card Group shares in a secondary offering
- Underwriters exercised full option for 350,598 additional shares, increasing total shares sold
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Brennan Hughes appointed Chief Accounting Officer effective August 24, 2026
- Hughes brings prior Chief Accounting Officer and Treasurer experience at Janus Henderson Group
Item 7.01: Regulation FD Disclosure
- Appointment of Mr. Hughes as Chief Accounting Officer, effective August 26, 2026
- Senior finance leadership change relevant to accounting oversight and financial reporting continuity
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature certification, not substantive Item 2.02 earnings information
Item 7.01: Regulation FD Disclosure
- Public conference call scheduled for August 6, 2026, accompanying the earnings release
- CEO John Lowe and CFO Terra Grantham presenting Exhibit 99.2
Item EX-99.1: Item EX-99.1
- Q2 revenue $149.2M, up 15%, led by Secure Card Solutions revenue growth of 17% to $110.9M
- Net income $2.0M, up 294%, while Adjusted EBITDA rose 7% to $24.1M, aided by more than $3M tariff refunds
AI summaries of PMTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PMTS
Don't miss the next PMTS filing
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- Fund moves. Which tracked funds opened, added or cut PMTS, 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 |
|---|---|---|---|---|
| Parallel49 Equity, ULC | Sell | Sep 14, 2026 | 2,687,921 | $20.43 |
| Mallela Ravi | Buy | Sep 14, 2026 | 1,000 | $21.50 |
| SHEINBAUM MARC | Buy | Sep 14, 2026 | 4,651 | $21.50 |
| Tricor PMT25 Holdings Inc. | Buy | Sep 14, 2026 | 525,000 | $21.50 |
| Riley H Sanford | Buy | Sep 14, 2026 | 13,953 | $21.50 |
| Peters Nicholas | Buy | Sep 14, 2026 | 11,628 | $21.50 |
| Dixon Robert Michael | F | Aug 31, 2026 | 223 | $28.97 |
| Dixon Robert Michael | M | Aug 31, 2026 | 740 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $480.6M | $543.5M |
| Gross Profit | - | $171.2M | $170.1M |
| Operating Income | - | $62.8M | $54.8M |
| Net Income | - | $19.5M | $14.9M |
| Gross Margin | - | 35.6% | 31.3% |
| Op. Margin | - | 13.1% | 10.1% |
| Net Margin | - | 4.1% | 2.8% |
| Balance Sheet | |||
| Total Assets | $293.7M | $349.7M | $403.2M |
| Equity | -$51.9M | -$35.6M | -$17.3M |
| ROE | - | -54.8% | -86.3% |
| Per Share | |||
| EPS | - | $1.64 | $1.25 |
| Cash Flow | |||
| Operating CF | - | $43.3M | $59.5M |
| CapEx | - | $9.3M | $18.2M |
Source: XBRL data in CPI Card Group Inc. (PMTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PMTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 17 | $28.5M |
| Q1 2026 | 16 | $17.9M |
| Q4 2025 | 16 | $17.6M |
| Q3 2025 | 15 | $18.3M |
| Q2 2025 | 20 | $29.3M |
| Q1 2025 | 15 | $25.0M |
| Q4 2024 | 11 | $22.9M |
| Q3 2024 | 9 | $6.8M |
- BlackRock+85.0K (+20%)
- State Street Corp+19.5K (+25%)
- Dimensional Fund Advisors+9.3K (+22%)
- BNY Mellon+5.9K (+16%)
- Wells Fargo & Co+4.5K (+155%)
- Two Sigma Investments−5.4K (-10%)
- Morgan Stanley−212 (-2%)
- JPMorgan Chase & Co−189 (-5%)
- Goldman Sachs Group+10.9K
- AQR Capital Management+10.8K
- Citadel Advisors LLC−14.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 119 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PMTS 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 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis |
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PMTS SEC filings: frequently asked questions
Are PMTS insiders buying or selling?
In the last 90 days, CPI Card Group Inc. (PMTS) officers, directors and 10% owners reported 5 open-market purchases worth $12.0 million by 5 insiders and 1 open-market sale worth $54.9 million by 1 insider on Form 4, a net sale of $42.9 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PMTS stock?
As of June 30, 2026, the largest CPI Card Group Inc. (PMTS) holders among the 13F filers tracked by SignalX were BlackRock ($10.7 million), Vanguard Capital Management LLC ($5.5 million), Vanguard Portfolio Management LLC ($4.7 million), State Street Corp ($2.0 million), Northern Trust ($1.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PMTS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CPI Card Group Inc. (PMTS) reported revenue of $543.5 million (up 13.1% from FY2024) and net income of $14.9 million. Diluted EPS was $1.25. The figures come from the XBRL data in the 10-K.
What did PMTS report in its latest 8-K?
CPI Card Group Inc. (PMTS) filed an 8-K on September 14, 2026 reporting Item 8.01 (Other Events). Selling stockholders sold 2,337,323 CPI Card Group shares in a secondary offering.
What are the latest PMTS SEC filings?
CPI Card Group Inc. (PMTS) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on September 14, 2026.
What is PMTS's SEC CIK number?
CPI Card Group Inc. (PMTS)'s SEC Central Index Key (CIK) is 1641614. EDGAR lists every PMTS filing under that number.
Ask anything about PMTS
The research agent reads PMTS's filings, financials, insider trades and 13F holders, then answers with sources.