PZZA at a glance
PAPA JOHNS INTERNATIONAL INC (PZZA, SEC CIK 901491) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), PAPA JOHNS INTERNATIONAL INC (PZZA) reported revenue of $2.1 billion (down 0.3% from FY2024) and net income of $30.5 million. Diluted EPS was $0.90.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding PAPA JOHNS INTERNATIONAL INC (PZZA) shares worth $573.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- −0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $573.7M · +1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 28, 2025
Business Overview
- Core business model: franchised and company-owned pizza delivery and carryout restaurants in 50 countries
- New emphasis on product innovation beyond traditional pizza to expand addressable market
- Strategic shift to accelerate profitable growth via personalized marketing, technology investments, and enhanced customer experience
- Restaurant count 6,083 with 475 company-owned and 5,608 franchised as of Dec 28, 2025
- Completion of International Transformation Plan in late 2025, launched Enterprise Transformation Plan December 2025
Risk Factors
- U.S., UK, EU export controls and sanctions on Russia affecting support for Russian master franchisee and suspending corporate support
- Middle East franchise boycott and disruptions from Gaza conflict, reducing sales and development prospects for regional franchisees
- International franchise risks: currency fluctuations, tariffs, import/export controls impacting profitability and royalties in emerging markets
- Competitive threat from food delivery aggregators raising fees and preferential promotion of rivals, eroding sales and profitability
- Economic downturn risks causing franchisees’ royalty payment delays and shuttering of unprofitable restaurants impacting overall revenue
Management Discussion & Analysis
- Total revenues $2.05B, down 0.3% YoY; company-owned sales $675.7M (-6.8%), franchise royalties & fees $191M (+2.1%)
- Operating margin not explicitly stated; depreciation expense increased to $80.8M in 2025 from $59.6M in 2024
- Best performer: International segment with 5.0% comparable sales growth and $4.0M royalties increase; worst: Domestic company-owned sales declined 3.3%
- Capital expenditures $74.4M in 2025; restructuring charges $7.7M recognized with $24-31M expected total; refranchising 85 restaurants in Q4 2025
- Management outlook: focus on cost transformation, supply chain optimization to save $60M over 2 years, multi-year POS system upgrade, and cautious restaurant openings in 2026
AI summary of the PZZA 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 28, 2026
Management Discussion & Analysis
- Q2 revenue $482.4M, down $46.8M or 8.8% YoY
- Costs 95.2% of revenue vs 95.4% YoY; G&A margin 12.2% vs 13.3%
- Best segment International: sales growth 5.1%; North America restaurants worst at down 8.3%
- Restructuring charges $4.4M; $16.4M cumulative Enterprise Transformation charges recognized
- Outlook: challenging North America consumer environment; $24M–$31M total restructuring charges expected
Risk Factors
- No material changes to 10-K risk factors for fiscal year ended December 28, 2025
- Delaware corporate-law risk from ratified awards covering maximum 232,254 shares
- Equity-award validity challenges subject to 120-day claim window after July 31, 2026 or filing notice
- Share-repurchase execution risk with approximately $90.2 million remaining under authorization
- Compensation-plan compliance risk from awards exceeding individual fiscal-year sublimit under the Plan
AI summary of the PZZA 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 7.01: Regulation FD Disclosure
- Papa John’s completed refranchising of restaurants previously owned and operated by Papa John’s USA
- Shift from company-operated to franchised locations, reducing direct operating exposure
Item 2.02: Results of Operations and Financial Condition
- Papa John’s reported second-quarter 2026 financial results on August 6, 2026
- Results announcement signals a scheduled earnings update for investors
Item 7.01: Regulation FD Disclosure
- Boilerplate incorporation language for the Regulation FD disclosure
- No substantive operating, financial, or market-sensitive information in the provided excerpt
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO and President, North America Ravi Thanawala resigns June 30, 2026 to join another public company
- No operational or policy disagreement cited; advisory transition role through July 31, 2026
AI summaries of PZZA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PZZA
Don't miss the next PZZA filing
- Alerts as it files. A push when PZZA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut PZZA, by share count.
- Ask anything. An AI agent that reads every PZZA 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 |
|---|---|---|---|---|
| VASCONI JOHN KEVIN | F | Sep 9, 2026 | 1,884 | $21.63 |
| Penegor Todd Allan | F | Jul 31, 2026 | 8,498 | $29.90 |
| Oyler Caroline Miller | F | Jun 5, 2026 | 251 | $31.92 |
| KOELLNER LAURETTE T | A | May 29, 2026 | 54.682 | $34.21 |
| MILLER JOHN C | A | May 29, 2026 | 159 | $34.21 |
| KOELLNER LAURETTE T | A | May 29, 2026 | 274 | $34.21 |
| Coleman Christopher L. | A | May 29, 2026 | 378 | $34.21 |
| Garratt John W | A | May 29, 2026 | 156 | $34.21 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.1B |
| Operating Income | - | $156.7M | $89.1M |
| Net Income | $82.1M | $83.5M | $30.5M |
| Op. Margin | - | 7.6% | 4.3% |
| Net Margin | - | 4.1% | 1.5% |
| Balance Sheet | |||
| Total Assets | $875.0M | $889.0M | $837.5M |
| Equity | - | -$429.5M | -$444.8M |
| ROE | - | -19.4% | -6.9% |
| Per Share | |||
| EPS | $2.48 | $2.54 | $0.90 |
| Cash Flow | |||
| Operating CF | - | $106.6M | $126.0M |
| CapEx | $76.6M | $72.5M | $64.7M |
Source: XBRL data in PAPA JOHNS INTERNATIONAL INC (PZZA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PZZA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $573.7M |
| Q1 2026 | 28 | $458.0M |
| Q4 2025 | 30 | $620.4M |
| Q3 2025 | 29 | $745.3M |
| Q2 2025 | 31 | $816.7M |
| Q1 2025 | 27 | $563.4M |
| Q4 2024 | 21 | $450.9M |
| Q3 2024 | 19 | $386.4M |
- Bank of America Corp+783.2K (+53%)
- BlackRock+138.4K (+3%)
- Wells Fargo & Co+99.0K (+67%)
- Morgan Stanley+65.9K (+19%)
- Vanguard Capital Management LLC+65.0K (+5%)
- Goldman Sachs Group−104.4K (-32%)
- Dimensional Fund Advisors−23.9K (-4%)
- AQR Capital Management−16.5K (-20%)
- Ameriprise Financial−6.3K (-4%)
- JPMorgan Chase & Co−4.6K (-16%)
- Marex Group plc+400.4K
- Soros Fund Management+100.0K
- Citadel Advisors LLC−255.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PZZA 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 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| SC 13G | Aug 12, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jun 30, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - |
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PZZA SEC filings: frequently asked questions
Which institutions hold PZZA stock?
As of June 30, 2026, the largest PAPA JOHNS INTERNATIONAL INC (PZZA) holders among the 13F filers tracked by SignalX were BlackRock ($182.3 million), Bank of America Corp ($83.2 million), Vanguard Portfolio Management LLC ($72.1 million), Vanguard Capital Management LLC ($54.0 million), State Street Corp ($48.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PZZA's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), PAPA JOHNS INTERNATIONAL INC (PZZA) reported revenue of $2.1 billion (down 0.3% from FY2024) and net income of $30.5 million. Diluted EPS was $0.90. The figures come from the XBRL data in the 10-K.
What are the main risks in PZZA's latest 10-K?
In the 10-K filed February 26, 2026, PAPA JOHNS INTERNATIONAL INC (PZZA) flagged: U.S., UK, EU export controls and sanctions on Russia affecting support for Russian master franchisee and suspending corporate support. Middle East franchise boycott and disruptions from Gaza conflict, reducing sales and development prospects for regional franchisees. (AI summary of the Risk Factors section.)
What did PZZA report in its latest 8-K?
PAPA JOHNS INTERNATIONAL INC (PZZA) filed an 8-K on August 25, 2026 reporting Item 7.01 (Regulation FD Disclosure). Papa John’s completed refranchising of restaurants previously owned and operated by Papa John’s USA.
What are the latest PZZA SEC filings?
PAPA JOHNS INTERNATIONAL INC (PZZA) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 10, 2026.
What is PZZA's SEC CIK number?
PAPA JOHNS INTERNATIONAL INC (PZZA)'s SEC Central Index Key (CIK) is 901491. EDGAR lists every PZZA filing under that number.
Ask anything about PZZA
The research agent reads PZZA's filings, financials, insider trades and 13F holders, then answers with sources.