SAH at a glance
SONIC AUTOMOTIVE INC (SAH, SEC CIK 1043509) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and Form 4 insider filings as recently as October 6, 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), SONIC AUTOMOTIVE INC (SAH) reported revenue of $15.2 billion (up 6.5% from FY2024) and net income of $118.7 million. Diluted EPS was $3.42.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding SONIC AUTOMOTIVE INC (SAH) shares worth $743.7 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Rusnak Paul P. on October 5, 2026 of 27,756 shares at $59.76 per share.
- In the last 90 days, SAH insiders reported 2 open-market purchases ($2.9M) and 0 open-market sales ($0) on Form 4, a net purchase of $2.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $15.2B
- +6.5% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$2.9M
- 13F holders
- 30 funds
- $743.7M · +0 vs prior quarter
- Latest 8-K
- Jul 30, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Multi-segment automotive retail with franchised dealerships, EchoPark used car outlets, and Powersports vehicle sales
- EchoPark segment emphasized with 18 stores across 10 states, contributing 13.7% of 2025 revenue, down from 15.0% in 2024
- Slight increase in Franchised Dealerships revenue share to 85.0% of total in 2025 from 83.9% in 2024
- Geographic concentration in Texas and California representing 50.8% of total revenue in 2025 across 33 and 24 stores respectively
- Strategic focus on acquisitions and store openings for brand strengthening with planned divestitures of underperforming stores
Risk Factors
- No specific or timely regulatory or legal risk detailed in the cybersecurity governance discussion
- No geopolitical or macroeconomic threat with concrete exposure disclosed in risk factors
- Cybersecurity operational risk managed via NIST Cybersecurity Framework adoption and third-party resiliency audits
- No direct competitor or market disruption risk stated in provided section
- No financial or structural risk referenced related to leverage, concentration, or key-person dependency
Management Discussion & Analysis
- Revenue $12.45B, up 3% YoY; new vehicle revenue $7.15B, up 8%, retail unit sales 123,115, up 5%
- Operating margin 2.4% vs 3.2% in 2024; net margin 0.8% vs 1.5% in 2024, due to $173.8M impairment charges in 2025
- Best segment: Powersports - retail new vehicle revenue +29%, used vehicle revenue +70%, fixed ops margin 47.5%
- Worst segment: EchoPark - total revenue down 3%, wholesale gross loss worsened by $0.5M to ($1.8M)
- Cash flow: $50M cyber insurance income reduced expenses; no specific data on buybacks/dividends/capex disclosed
- 2026 outlook: New vehicle industry volume forecast 15.8-16.5 million units (down 3% to up 1%); risks from interest rates, consumer confidence, inventory, and economic conditions
AI summary of the SAH 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
- Consolidated new vehicle revenue $1,794.1M, up 6% YoY from $1,695.5M
- New vehicle gross margin 5.1% vs 5.9% YoY, with gross profit down 8% to $91.9M
- Powersports used vehicles strongest, revenue up 40% and gross profit up 25%
- Wholesale vehicles weakest, revenue down 15% to $70.5M and gross margin (4.5%) vs (1.9%)
- 2026 industry volume estimate 15.5M–16.0M vehicles, with tariff, interest-rate and consumer-confidence headwinds
Risk Factors
- No Risk Factors section provided in the submitted filing text
- No newly added, updated, regulatory, operational, competitive, or financial risk disclosed
- Risk comparison with the most recent 10-K not possible from the provided excerpt
AI summary of the SAH 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
- Quarterly cash dividend approval announced in July 30, 2026 earnings release
- Dividend signals continued shareholder-return policy and creates recurring cash obligations
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results covered quarter ended June 30, 2026
- Earnings Press Release issued July 30, 2026
Item EX-99.1: Item EX-99.1
- FY 2026 outlook raised new-vehicle GPU to $2,850–$3,000, but tariffs and affordability may pressure second-half demand
- EchoPark unit-volume growth upgraded to 12%–15%, while total GPU reduced to $3,100–$3,300
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Performance-based RSUs granted to three executives: Smith 69,872, Dyke 38,175, and Byrd 26,183 units
- Awards tied to 2026 adjusted EPS performance and continued employment through February 11, 2029
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the 2026 Equity Incentive Plan, effective February 11, 2026
- 2,318,148 Class A shares reserved for employee and consultant equity awards
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected all nine directors, preserving board continuity through the next annual meeting
- Grant Thornton LLP ratified as fiscal 2026 independent auditor with 140,643,605 votes for
AI summaries of SAH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SAH
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- Fund moves. Which tracked funds opened, added or cut SAH, 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 |
|---|---|---|---|---|
| Rusnak Paul P. | Buy | Oct 5, 2026 | 27,756 | $59.76 |
| Rusnak Paul P. | Buy | Oct 1, 2026 | 21,645 | $59.50 |
| DYKE JEFF | Sell | Jun 10, 2026 | 35,114 | $85.22 |
| DYKE JEFF | Sell | Jun 9, 2026 | 14,886 | $85.13 |
| DYKE JEFF | Sell | Jun 8, 2026 | 50,000 | $82.97 |
| Byrd Heath | Sell | Jun 2, 2026 | 5,061 | $85.00 |
| Byrd Heath | Sell | May 28, 2026 | 9,526 | $85.00 |
| DYKE JEFF | A | May 6, 2026 | 38,175 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $14.2B | $15.2B |
| Gross Profit | - | $2.2B | $2.4B |
| Operating Income | - | $461.5M | $367.5M |
| Net Income | - | $216.0M | $118.7M |
| Gross Margin | - | 15.4% | 15.7% |
| Op. Margin | - | 3.2% | 2.4% |
| Net Margin | - | 1.5% | 0.8% |
| Balance Sheet | |||
| Total Assets | $5.4B | $5.9B | $6.0B |
| Equity | $891.9M | $1.1B | $1.1B |
| ROE | - | 20.3% | 11.1% |
| Per Share | |||
| EPS | - | $6.18 | $3.42 |
| Cash Flow | |||
| Operating CF | - | $109.2M | $567.4M |
| CapEx | - | -$187.3M | -$149.9M |
Source: XBRL data in SONIC AUTOMOTIVE INC (SAH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SAH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $743.7M |
| Q1 2026 | 30 | $602.7M |
| Q4 2025 | 27 | $562.9M |
| Q3 2025 | 28 | $732.0M |
| Q2 2025 | 29 | $747.4M |
| Q1 2025 | 26 | $412.9M |
| Q4 2024 | 22 | $410.7M |
| Q3 2024 | 20 | $296.7M |
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- WESTWOOD HOLDINGS GROUP INC−113.0K (-19%)
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- Renaissance Technologies LLC−52.6K (-60%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 212 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SAH 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 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 1, 2026 | - | - | - |
| 8-K | May 1, 2026 | - | Analysis | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 10-Q | Apr 30, 2026 | Apr 30, 2026 | Analysis | |
| 4 | Apr 30, 2026 | - | - | - |
| 4 | Apr 30, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
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SAH SEC filings: frequently asked questions
Are SAH insiders buying or selling?
In the last 90 days, SONIC AUTOMOTIVE INC (SAH) officers, directors and 10% owners reported 2 open-market purchases worth $2.9 million by 1 insider 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 SAH stock?
As of June 30, 2026, the largest SONIC AUTOMOTIVE INC (SAH) holders among the 13F filers tracked by SignalX were BlackRock ($204.0 million), Dimensional Fund Advisors ($113.1 million), Vanguard Portfolio Management LLC ($64.5 million), State Street Corp ($54.1 million), Vanguard Capital Management LLC ($45.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SAH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SONIC AUTOMOTIVE INC (SAH) reported revenue of $15.2 billion (up 6.5% from FY2024) and net income of $118.7 million. Diluted EPS was $3.42. The figures come from the XBRL data in the 10-K.
What are the main risks in SAH's latest 10-K?
In the 10-K filed February 23, 2026, SONIC AUTOMOTIVE INC (SAH) flagged: No specific or timely regulatory or legal risk detailed in the cybersecurity governance discussion. No geopolitical or macroeconomic threat with concrete exposure disclosed in risk factors. (AI summary of the Risk Factors section.)
What did SAH report in its latest 8-K?
SONIC AUTOMOTIVE INC (SAH) filed an 8-K on July 30, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Quarterly cash dividend approval announced in July 30, 2026 earnings release.
What are the latest SAH SEC filings?
SONIC AUTOMOTIVE INC (SAH) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 30, 2026 and a Form 4 insider filing on October 6, 2026.
What is SAH's SEC CIK number?
SONIC AUTOMOTIVE INC (SAH)'s SEC Central Index Key (CIK) is 1043509. EDGAR lists every SAH filing under that number.
Ask anything about SAH
The research agent reads SAH's filings, financials, insider trades and 13F holders, then answers with sources.