TR at a glance
TOOTSIE ROLL INDUSTRIES INC (TR, SEC CIK 98677) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 1, 2026 and Form 4 insider filings as recently as May 11, 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), TOOTSIE ROLL INDUSTRIES INC (TR) reported revenue of $732.5 million (up 1.3% from FY2024) and net income of $100.1 million. Diluted EPS was $1.37.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding TOOTSIE ROLL INDUSTRIES INC (TR) shares worth $334.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $732.5M
- +1.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $334.5M · +0 vs prior quarter
- Latest 8-K
- Sep 1, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $151.943M, down 0.8% YoY from $153.190M
- Adjusted operating margin 9.4% vs 15.0% YoY; adjusted operating earnings $14.334M vs $22.991M
- Foreign sales up 25.1%; domestic sales down 2.5% in Q2
- Operating cash flow $(10.879)M in first half vs $(4.935)M YoY
- Capital expenditures $20.614M; plant expansion estimated at $75M–$85M, with $18.2M incurred to date
Risk Factors
- New tariff risk: 10% global tariff announced after February 2026 Supreme Court invalidation of IEEPA tariffs
- Cross-border exposure: USMCA-qualified shipments could face significant tariffs if exemptions or agreement terms change
- Food regulation risk: FDA synthetic-dye phaseout and state restrictions could increase costs and strain natural-color supplies
- Input-cost risk: Natural-color transition costs may not be recoverable through customer or consumer pricing
- Supply-chain risk: Some ingredients, packaging, and equipment remain available only from sources outside USMCA countries
AI summary of the TR 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
- Tutsi, S.A. de C.V. completed acquisition of The Klass Company’s Mexican confectionery business on September 1, 2026
- Transaction includes the Winis brand, expanding Tootsie Roll’s Mexico portfolio beyond Tutsi Pop
Item 2.02: Results of Operations and Financial Condition
- Second-quarter results for period ended June 30, 2026
- Press release issued July 22, 2026, with financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net sales $151.9M, down 1%; net earnings $13.3M, down 24% year over year
- Q2 EPS $0.18 versus $0.23, down 22%, reflecting significant cocoa and chocolate cost inflation
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected through next annual meeting, preserving existing board composition
- Grant Thornton LLP appointment ratified for fiscal year ending December 31, 2026, with 343,765,144 votes for
AI summaries of TR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TR
Don't miss the next TR filing
- Alerts as it files. A push when TR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TR, by share count.
- Ask anything. An AI agent that reads every TR 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 |
|---|---|---|---|---|
| GORDON ELLEN R | G | May 8, 2026 | 23,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $723.2M | $732.5M |
| Gross Profit | - | $253.2M | $258.4M |
| Operating Income | - | $100.5M | $100.9M |
| Net Income | - | $86.8M | $100.1M |
| Gross Margin | - | 35.0% | 35.3% |
| Op. Margin | - | 13.9% | 13.8% |
| Net Margin | - | 12.0% | 13.7% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.1B | $1.3B |
| Equity | $823.4M | $870.7M | $941.0M |
| ROE | - | 10.0% | 10.6% |
| Per Share | |||
| EPS | - | $1.22 | $1.37 |
| Cash Flow | |||
| Operating CF | - | $138.9M | $130.6M |
| CapEx | - | $18.0M | $34.3M |
Source: XBRL data in TOOTSIE ROLL INDUSTRIES INC (TR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $334.5M |
| Q1 2026 | 29 | $399.4M |
| Q4 2025 | 27 | $335.2M |
| Q3 2025 | 26 | $397.8M |
| Q2 2025 | 28 | $288.4M |
| Q1 2025 | 24 | $177.7M |
| Q4 2024 | 21 | $156.8M |
| Q3 2024 | 17 | $91.7M |
- Millennium Management+342.7K (+341%)
- Citadel Advisors LLC+84.6K (+124%)
- Two Sigma Investments+71.3K (+32%)
- D.E. Shaw & Co+61.0K (+203%)
- Goldman Sachs Group+60.4K (+63%)
- BlackRock−895.3K (-30%)
- State Street Corp−293.3K (-38%)
- Vanguard Portfolio Management LLC−135.2K (-10%)
- Northern Trust−95.4K (-45%)
- Bank of America Corp−54.6K (-38%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 201 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
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 1, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | - | |
| 8-K | Feb 12, 2026 | - | - | |
| 10-Q | Nov 7, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 8, 2025 | Jun 30, 2025 | - | |
| SC 13G | Jul 17, 2025 | - | - | |
| 10-Q | May 9, 2025 | Mar 31, 2025 | - | |
| 10-K | Feb 28, 2025 | Dec 31, 2024 | - | |
| SC 13G | Jan 31, 2025 | - | - | |
| 10-Q | Nov 8, 2024 | Sep 30, 2024 | - | |
| 10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
| 10-Q | May 9, 2024 | Mar 31, 2024 | - | |
| 10-K | Feb 29, 2024 | Dec 31, 2023 | - | |
| SC 13G | Jan 31, 2024 | - | - | |
| 10-Q | Nov 8, 2023 | Sep 30, 2023 | - | |
| 10-Q | Aug 8, 2023 | Jun 30, 2023 | - | |
| 10-Q | May 10, 2023 | Mar 31, 2023 | - | |
| 10-K | Mar 1, 2023 | Dec 31, 2022 | - | |
| SC 13G | Feb 9, 2023 | - | - |
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TR SEC filings: frequently asked questions
Which institutions hold TR stock?
As of June 30, 2026, the largest TOOTSIE ROLL INDUSTRIES INC (TR) holders among the 13F filers tracked by SignalX were BlackRock ($84.4 million), Dimensional Fund Advisors ($46.2 million), Vanguard Portfolio Management LLC ($45.7 million), Vanguard Capital Management LLC ($31.3 million), State Street Corp ($19.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), TOOTSIE ROLL INDUSTRIES INC (TR) reported revenue of $732.5 million (up 1.3% from FY2024) and net income of $100.1 million. Diluted EPS was $1.37. The figures come from the XBRL data in the 10-K.
What did TR report in its latest 8-K?
TOOTSIE ROLL INDUSTRIES INC (TR) filed an 8-K on September 1, 2026 reporting Item 7.01 (Regulation FD Disclosure). Tutsi, S.A. de C.V. completed acquisition of The Klass Company’s Mexican confectionery business on September 1, 2026.
What are the latest TR SEC filings?
TOOTSIE ROLL INDUSTRIES INC (TR) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 1, 2026 and a Form 4 insider filing on May 11, 2026.
What is TR's SEC CIK number?
TOOTSIE ROLL INDUSTRIES INC (TR)'s SEC Central Index Key (CIK) is 98677. EDGAR lists every TR filing under that number.
Ask anything about TR
The research agent reads TR's filings, financials, insider trades and 13F holders, then answers with sources.