SENEA at a glance
Seneca Foods Corp (SENEA, SEC CIK 88948) filed its latest 10-K annual report on June 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2025 (FY2025), Seneca Foods Corp (SENEA) reported revenue of $1.6 billion (up 8.2% from FY2024) and net income of $41.2 million. Diluted EPS was $5.90.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding Seneca Foods Corp (SENEA) shares worth $321.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Erstad Dean Everett on September 4, 2026 of 1,587 shares at $206.16 per share.
- In the last 90 days, SENEA insiders reported 1 open-market purchase ($4K) and 1 open-market sale ($327K) on Form 4, a net sale of $323K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.6B
- +8.2% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net −$323K
- 13F holders
- 28 funds
- $321.0M · −2 vs prior quarter
- Latest 8-K
- Sep 21, 2026
- Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Mar 31, 2026
Risk Factors
- Regulatory risk from potential repeal of LIFO inventory accounting, triggering $82.9M accelerated income tax payment
- Macroeconomic risk from U.S. and global recessions potentially reducing consumer demand and disrupting raw material supply
- Operational risk from production concentration: single plants for cherry and pumpkin products, plus two non-interchangeable can manufacturing plants
- Competitive threat from increased retailer private label promotions reducing shelf space for Seneca’s branded fruit and vegetable products
- Financial risk from high customer concentration: top 10 customers accounted for ~56% of net sales in fiscal 2026
Business Overview
- Core business: Packaged fruits and vegetables provider with 27 US facilities including packaging, can manufacturing, farming, and logistics
- New emphasis: Acquisition of Green Giant U.S. frozen business expanding frozen vegetable capabilities and market reach
- Strategic shift: Investing in state-of-the-art production and logistics technology to reduce supply chain costs and enhance margins
- Notable metric: Total employees approximately 2,995 plus 4,015 seasonal during peak harvest in FY 2026
- Unusual fact: Nearly 100% employee participation in HERO safety program with Presidential "Bronze Eagle" awards recognizing 1,000+ injury-free workdays
Management Discussion & Analysis
- Revenue $1,659.7M in FY2026, up 5.1% YoY from $1,578.9M driven by $67.3M volume and $13.5M price/mix increases
- Operating margin 8.9% in FY2026 vs 4.9% in FY2025; gross margin 13.9% vs 9.5% aided by $56.8M positive LIFO impact
- Best segment: canned vegetables $1,366.6M (+4% YoY); worst segment: snack products flat at $15.0M
- Cash from operations $224.5M; capex $44.3M; acquisition spend $63.2M; debt repayments $98.6M; treasury stock buys $16.1M
- Management expects liquidity to meet needs 12+ months; key risk from inflationary input cost pressures and pricing lag; seasonal pack size and weather impact remain key factors
AI summary of the SENEA 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 27, 2026
Management Discussion & Analysis
- Revenue $405.2M, up 36.2% YoY from $297.5M, driven by higher volumes and pricing
- Canned vegetables revenue $308.0M, up $60.6M; frozen vegetables increased $45.0M to $67.9M
- Gross margin 11.8% vs 14.1%; operating margin 6.5% vs 7.8% YoY
- Operating cash flow $109.1M vs $53.7M; cash balance $86.9M vs $12.1M YoY
- $50.0M voluntary Term Loan A-2 prepayment; fiscal 2027 focus on seasonal-pack working capital needs and elevated input-cost risks
Risk Factors
- No material changes to 10-K risk factors for fiscal 2026
- Regulatory compliance risk carried forward through Sarbanes-Oxley certifications
- Financial concentration risk: 9,900 Class A shares purchased from employee savings plan
- Equity-market risk: Class A purchases averaged $136.34 per share
- Capital-allocation risk: 274,681 shares remained available under repurchase programs
AI summary of the SENEA 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 5.03: Amendments to Articles of Incorporation or Bylaws
- Preferred share authorization reduced from 4,166,667 to 6,602 after 4,160,065 shares retired and canceled
- Series 2003 Preferred Stock provisions deleted after all 967,742 shares retired and canceled
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders re-elected Peter R. Call, Kraig H. Kayser, and Bruce E. Ware through the 2029 annual meeting
- Executive compensation received advisory approval, with 2,039,835 votes for and 14,463 against
AI summaries of SENEA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SENEA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Erstad Dean Everett | Sell | Sep 4, 2026 | 1,587 | $206.16 |
| Wolcott Michael S | Buy | Aug 26, 2026 | 15,222 | $0.25 |
| Palmby Paul Laurence | A | Aug 5, 2026 | 2,500 | - |
| Nelson Timothy Robert | A | Aug 5, 2026 | 1,000 | - |
| Wolcott Michael S | A | Aug 5, 2026 | 1,000 | - |
| Ide Gregory R | A | Aug 5, 2026 | 500 | - |
| Erstad Dean Everett | A | Aug 5, 2026 | 1,000 | - |
| Palmby Paul Laurence | G | Jun 16, 2026 | 914 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.5B | $1.6B |
| Operating Income | - | $107.2M | $77.8M |
| Net Income | $33.1M | $63.3M | $41.2M |
| Op. Margin | - | 7.4% | 4.9% |
| Net Margin | - | 4.3% | 2.6% |
| Balance Sheet | |||
| Total Assets | $1.2B | $1.4B | $1.2B |
| Equity | $583.5M | $582.9M | $633.0M |
| ROE | 5.7% | 10.9% | 6.5% |
| Per Share | |||
| EPS | $4.20 | $8.56 | $5.90 |
| Cash Flow | |||
| Operating CF | - | -$83.0M | $335.5M |
| CapEx | - | $36.6M | $37.2M |
Source: XBRL data in Seneca Foods Corp (SENEA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SENEA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $321.0M |
| Q1 2026 | 30 | $268.4M |
| Q4 2025 | 26 | $189.5M |
| Q3 2025 | 27 | $189.4M |
| Q2 2025 | 26 | $173.8M |
| Q1 2025 | 21 | $107.7M |
| Q4 2024 | 15 | $85.4M |
| Q3 2024 | 14 | $50.3M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 187 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SENEA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 21, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 6, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 10-K | Jun 11, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 1, 2026 | - | - | - |
| 10-Q | Feb 5, 2026 | Dec 27, 2025 | Analysis | |
| 4 | Jan 29, 2026 | - | - | |
| 4 | Dec 1, 2025 | - | - | |
| 10-Q | Nov 5, 2025 | Sep 27, 2025 | Analysis | |
| 10-Q | Aug 7, 2025 | Jun 28, 2025 | - | |
| 10-K | Jun 12, 2025 | Mar 31, 2025 | - | |
| 10-Q | Feb 6, 2025 | Dec 28, 2024 | - | |
| SC 13G | Jan 28, 2025 | - | - | |
| 10-Q | Nov 6, 2024 | Sep 28, 2024 | - | |
| 10-Q | Aug 8, 2024 | Jun 29, 2024 | - | |
| 10-K | Jun 13, 2024 | Mar 31, 2024 | - |
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SENEA SEC filings: frequently asked questions
Are SENEA insiders buying or selling?
In the last 90 days, Seneca Foods Corp (SENEA) officers, directors and 10% owners reported 1 open-market purchase worth $3,806 by 1 insider and 1 open-market sale worth $327,176 by 1 insider on Form 4, a net sale of $323,370. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SENEA stock?
As of June 30, 2026, the largest Seneca Foods Corp (SENEA) holders among the 13F filers tracked by SignalX were BlackRock ($78.0 million), Dimensional Fund Advisors ($73.7 million), Vanguard Capital Management LLC ($34.4 million), Vanguard Portfolio Management LLC ($32.6 million), State Street Corp ($22.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SENEA's revenue in fiscal year 2025?
For the fiscal year ended March 31, 2025 (FY2025), Seneca Foods Corp (SENEA) reported revenue of $1.6 billion (up 8.2% from FY2024) and net income of $41.2 million. Diluted EPS was $5.90. The figures come from the XBRL data in the 10-K.
What are the main risks in SENEA's latest 10-K?
In the 10-K filed June 11, 2026, Seneca Foods Corp (SENEA) flagged: Regulatory risk from potential repeal of LIFO inventory accounting, triggering $82.9M accelerated income tax payment. Macroeconomic risk from U.S. and global recessions potentially reducing consumer demand and disrupting raw material supply. (AI summary of the Risk Factors section.)
What did SENEA report in its latest 8-K?
Seneca Foods Corp (SENEA) filed an 8-K on September 21, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Preferred share authorization reduced from 4,166,667 to 6,602 after 4,160,065 shares retired and canceled.
What are the latest SENEA SEC filings?
Seneca Foods Corp (SENEA) filed its latest 10-K annual report on June 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 21, 2026 and a Form 4 insider filing on September 8, 2026.
What is SENEA's SEC CIK number?
Seneca Foods Corp (SENEA)'s SEC Central Index Key (CIK) is 88948. EDGAR lists every SENEA filing under that number.
Ask anything about SENEA
The research agent reads SENEA's filings, financials, insider trades and 13F holders, then answers with sources.