SCL at a glance
STEPAN CO (SCL, SEC CIK 94049) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as August 28, 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), STEPAN CO (SCL) reported revenue of $2.3 billion (up 7.0% from FY2024) and net income of $46.9 million. Diluted EPS was $2.05.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding STEPAN CO (SCL) shares worth $585.9 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- +7.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $585.9M · +0 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Legal risk from CERCLA Superfund cleanup liability at Maywood, NJ, with ongoing remediation costs and a 2024 consent decree involving USEPA and NJDEP
- Geopolitical risk from Brazil Supreme Court tax rulings and 2023 National Treasury rescission action impacting PIS/COFINS tax credits for 2012-2017 period
- Operational risk from USEPA Notice of Violation in March 2024 at Millsdale, IL facility alleging air regulation breaches with uncertain penalties
- Competitive risk from market exposure to chemical industry under Dow Jones Chemical Industry Index including major basic and specialty chemical producers
- Financial risk from stock repurchase authorization of up to $150 million with $125 million remaining as of December 2025 affecting capital allocation
Management Discussion & Analysis
- Net sales from Surfactants 71% of total in 2025, no total revenue or YoY change disclosed
- Sale of Philippines manufacturing assets completed in Q4 2025, transitioned to tolling agreement with Masurf, Inc
- No profitability, margin figures, or segment profit/loss data disclosed
- No management outlook, guidance, or risk commentary disclosed in provided text
AI summary of the SCL 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
- Revenue $684.1M, up 15% YoY from $594.7M
- Operating margin 5.4% vs 3.0% YoY; effective tax rate 29.6% vs 17.7%
- Best segment Surfactants: sales $483.9M, up 18%; operating income $34.4M, up 157%
- Worst segment Specialty Products: sales $22.2M, up 8%; operating income $5.0M, down 5%
- Project Catalyst restructuring expense $5.1M in Q2; management cited customer pre-buying and geopolitical supply uncertainty
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- Carried-forward risks not reproduced in provided filing excerpt
- No new regulatory, legal, or compliance risk identified
- No changed operational, competitive, or market risk identified
- No changed liquidity, debt, currency, or concentration risk identified
AI summary of the SCL 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 1.01: Entry into a Material Definitive Agreement
- New $500.0M credit package: $350.0M revolving facility plus $150.0M delayed-draw term loan
- Five-year facilities mature September 25, 2031, replacing $450.0M of prior committed financing
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains financial results and management commentary
Item 2.05: Costs Associated with Exit or Disposal Activities
- Board-approved reduction of approximately 100 global salaried roles in Q3 2026 under Project Catalyst
- Workforce reduction charges estimated at $4 million–$6 million, primarily severance and benefits
Item 8.01: Other Events
- Quarterly cash dividend declared at $0.395 per common share
- Payment scheduled for September 15, 2026, to shareholders of record September 1, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jan Stern Reed resigned from the Board effective July 27, 2026, without disagreement with company operations or policies
- Reed’s exit removes the Human Capital and Compensation Committee chair and Audit, Compliance, and Governance Committee membership
Item EX-99.1: Item EX-99.1
- Q2 net sales $684.1M, up 15%, with volume up 3% and organic volume up 6%
- Adjusted EBITDA $74.4M, up 45%, led by Surfactants up 59% and Polymers up 22%
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting quorum: 19,939,848 shares represented on April 28, 2026
- Three director nominees elected through 2029, with 17,708,824–18,083,634 votes in favor
AI summaries of SCL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SCL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Lisle Shawn G | M | Aug 26, 2026 | 1,154 | - |
| Lisle Shawn G | F | Aug 26, 2026 | 339 | $62.34 |
| Lisle Shawn G | M | Aug 26, 2026 | 1,154 | $62.34 |
| Velasquez Ruben Dario | M | Aug 10, 2026 | 1,358 | - |
| Velasquez Ruben Dario | M | Aug 10, 2026 | 1,358 | $64.67 |
| Velasquez Ruben Dario | F | Aug 10, 2026 | 398 | $64.67 |
| Weitkamp Robin Joseph | F | May 11, 2026 | 50 | $52.58 |
| Weitkamp Robin Joseph | M | May 11, 2026 | 90 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.2B | $2.3B |
| Gross Profit | - | $272.2M | $269.9M |
| Operating Income | - | $70.5M | $78.5M |
| Net Income | - | $50.4M | $46.9M |
| Gross Margin | - | 12.5% | 11.6% |
| Op. Margin | - | 3.2% | 3.4% |
| Net Margin | - | 2.3% | 2.0% |
| Balance Sheet | |||
| Total Assets | $2.4B | $2.3B | $2.4B |
| Equity | $1.2B | $1.2B | $1.2B |
| ROE | - | 4.3% | 3.8% |
| Per Share | |||
| EPS | - | $2.20 | $2.05 |
| Cash Flow | |||
| Operating CF | - | $162.1M | $147.9M |
| CapEx | - | $122.8M | $122.5M |
Source: XBRL data in STEPAN CO (SCL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SCL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $585.9M |
| Q1 2026 | 30 | $503.5M |
| Q4 2025 | 28 | $507.9M |
| Q3 2025 | 28 | $530.3M |
| Q2 2025 | 28 | $594.9M |
| Q1 2025 | 24 | $434.3M |
| Q4 2024 | 19 | $463.7M |
| Q3 2024 | 17 | $337.4M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 204 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SCL 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 |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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SCL SEC filings: frequently asked questions
Which institutions hold SCL stock?
As of June 30, 2026, the largest STEPAN CO (SCL) holders among the 13F filers tracked by SignalX were BlackRock ($192.7 million), Vanguard Portfolio Management LLC ($77.0 million), Dimensional Fund Advisors ($62.7 million), Vanguard Capital Management LLC ($52.9 million), State Street Corp ($49.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SCL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), STEPAN CO (SCL) reported revenue of $2.3 billion (up 7.0% from FY2024) and net income of $46.9 million. Diluted EPS was $2.05. The figures come from the XBRL data in the 10-K.
What are the main risks in SCL's latest 10-K?
In the 10-K filed February 26, 2026, STEPAN CO (SCL) flagged: Legal risk from CERCLA Superfund cleanup liability at Maywood, NJ, with ongoing remediation costs and a 2024 consent decree involving USEPA and NJDEP. Geopolitical risk from Brazil Supreme Court tax rulings and 2023 National Treasury rescission action impacting PIS/COFINS tax credits for 2012-2017 period. (AI summary of the Risk Factors section.)
What did SCL report in its latest 8-K?
STEPAN CO (SCL) filed an 8-K on September 28, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). New $500.0M credit package: $350.0M revolving facility plus $150.0M delayed-draw term loan.
What are the latest SCL SEC filings?
STEPAN CO (SCL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on August 28, 2026.
What is SCL's SEC CIK number?
STEPAN CO (SCL)'s SEC Central Index Key (CIK) is 94049. EDGAR lists every SCL filing under that number.
Ask anything about SCL
The research agent reads SCL's filings, financials, insider trades and 13F holders, then answers with sources.