UFPT at a glance
UFP TECHNOLOGIES INC (UFPT, SEC CIK 914156) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and Form 4 insider filings as recently as August 27, 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), UFP TECHNOLOGIES INC (UFPT) reported revenue of $602.8 million (up 19.5% from FY2024) and net income of $68.3 million. Diluted EPS was $8.75.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding UFP TECHNOLOGIES INC (UFPT) shares worth $856.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by KOZIN MARC D on August 25, 2026 of 3,350 shares at $305.07 per share.
- In the last 90 days, UFPT insiders reported 0 open-market purchases ($0) and 13 open-market sales ($12.6M) on Form 4, a net sale of $12.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $602.8M
- +19.5% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$12.6M
- 13F holders
- 32 funds
- $856.9M · +1 vs prior quarter
- Latest 8-K
- Aug 24, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Contract development and manufacturing of custom single-use, single-patient medical devices and components
- Emphasis on diverse niche medical segments including minimally invasive surgery, infection prevention, orthopedics, and biopharma packaging
- Employee count increased notably by 700 full-time employees and 314 temporary workers YoY to 4,846 and 503 respectively
- 32 manufacturing locations with 19 ISO 13485 certified and 13 FDA registered, reinforcing regulatory compliance focus
- Sustainability effort: Newburyport MA facility uses solar providing ~6% electricity, with capacity expansion planned
Risk Factors
- Regulatory risk from "One Big Beautiful Bill Act" (OBBBA) enacted July 2025 with immaterial impact on income tax expense but changes to interest and depreciation rules
- Macroeconomic risk from inflation and bank failures could affect long-term capital access and liquidity despite $91.9M cash from operations in 2025
- Operational risk from AJR Labor Issue reduced gross margin by 1.0% in 2025, impacting cost control and profitability
- Competitive risk from increased acquisitions in 2024-2025 contributed $168.3M sales but increased SG&A by $17.8M, pressuring expense efficiency
- Financial risk from $135.5M debt outstanding at 5.1% interest with covenants under third amended credit agreement maturing in 2029
Management Discussion & Analysis
- Revenue $602.8M, up 19.5% YoY from $504.4M driven by 23.2% medical market growth, acquisitions added $168.3M in 2025 vs $73.1M in 2024
- Organic sales growth 1.5% for 2025; largest customers Intuitive Surgical SARL 24.3% and Stryker Corporation 21.5% of sales in 2025
- Incremental labor costs from AJR labor issue $6.3M impacting cost-of-sales and operational efficiencies in 2025
- Tariffs had immaterial impact on 2025 results despite dynamic trade environment and increased US tariffs on foreign imports
- Cyber incident detected February 2026, no material impact on operations or financial condition as of filing date, ongoing investigation
AI summary of the UFPT 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
- Quarterly revenue $174.0M, up 15.1% YoY from $151.2M
- Gross margin 29.3% vs 28.8% YoY; SG&A margin 13.1% vs 12.4%
- Strongest sub-markets Surfaces and Support, Cardiovascular, Infection Control, and Orthopedics
- Operating cash flow $18.8M; investing outflow $2.8M; financing outflow $27.0M
- Debt payments $18.2M; borrowings $117.3M at June 30, 2026
- Outlook: capacity additions and potential acquisitions; tariff environment remains dynamic
Risk Factors
- No newly added risk factors this quarter; no material changes from the 2025 Form 10-K
- Carried-forward uncertainties difficult to predict and partly outside company control
- Regulatory, legal, and compliance risks unchanged from prior filings
- Operational, competitive, and market risks unchanged from prior filings
- Financial risks unchanged from prior filings
AI summary of the UFPT 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
- Presentation attached as an exhibit contains forward-looking statements
- Investors should assess projections alongside disclosed risks and uncertainties
Item 2.02: Results of Operations and Financial Condition
- Filing’s Item 2.02 content is limited to a forward-looking-statements caution
- Financial results and operating metrics appear in the attached press-release exhibit
Item 7.01: Regulation FD Disclosure
- Standard forward-looking statement disclaimer accompanying an attached press release
- Investors should assess projections against disclosed risks and uncertainties
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mitchell C. Rock appointed CEO and director effective June 4, 2026, expanding the Board from seven to eight members
- Rock received 2,895 stock units valued at $650,000, vesting one-third annually from March 1, 2027 through March 1, 2029
AI summaries of UFPT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UFPT
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- Fund moves. Which tracked funds opened, added or cut UFPT, 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 |
|---|---|---|---|---|
| KOZIN MARC D | Sell | Aug 25, 2026 | 3,350 | $305.07 |
| KOZIN MARC D | Sell | Aug 25, 2026 | 3,650 | $303.97 |
| Hudson Symeria | Sell | Aug 18, 2026 | 298 | $319.11 |
| Hudson Symeria | Sell | Aug 14, 2026 | 1,926 | $324.58 |
| Hudson Symeria | M | Aug 13, 2026 | 493 | $260.92 |
| Hudson Symeria | M | Aug 13, 2026 | 703 | - |
| Hudson Symeria | M | Aug 13, 2026 | 493 | - |
| Hudson Symeria | M | Aug 13, 2026 | 703 | $167.98 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $504.4M | $602.8M |
| Gross Profit | - | $146.7M | $170.4M |
| Operating Income | - | $80.9M | $92.3M |
| Net Income | - | $59.0M | $68.3M |
| Gross Margin | - | 29.1% | 28.3% |
| Op. Margin | - | 16.0% | 15.3% |
| Net Margin | - | 11.7% | 11.3% |
| Balance Sheet | |||
| Total Assets | $404.1M | $629.0M | $655.1M |
| Equity | $286.1M | $342.8M | $423.9M |
| ROE | - | 17.2% | 16.1% |
| Per Share | |||
| EPS | - | $7.58 | $8.75 |
| Cash Flow | |||
| Operating CF | - | $66.6M | $91.9M |
| CapEx | $10.5M | $9.7M | - |
Source: XBRL data in UFP TECHNOLOGIES INC (UFPT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UFPT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $856.9M |
| Q1 2026 | 31 | $597.5M |
| Q4 2025 | 29 | $673.9M |
| Q3 2025 | 30 | $646.4M |
| Q2 2025 | 30 | $844.3M |
| Q1 2025 | 27 | $444.9M |
| Q4 2024 | 23 | $493.5M |
| Q3 2024 | 21 | $410.3M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UFPT 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 | Aug 27, 2026 | - | - | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| SC 13G | Jul 7, 2026 | - | - | |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - |
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UFPT SEC filings: frequently asked questions
Are UFPT insiders buying or selling?
In the last 90 days, UFP TECHNOLOGIES INC (UFPT) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $12.6 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold UFPT stock?
As of June 30, 2026, the largest UFP TECHNOLOGIES INC (UFPT) holders among the 13F filers tracked by SignalX were BlackRock ($302.6 million), T. Rowe Price Group ($94.7 million), Vanguard Capital Management LLC ($87.4 million), State Street Corp ($82.9 million), Dimensional Fund Advisors ($49.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UFPT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UFP TECHNOLOGIES INC (UFPT) reported revenue of $602.8 million (up 19.5% from FY2024) and net income of $68.3 million. Diluted EPS was $8.75. The figures come from the XBRL data in the 10-K.
What are the main risks in UFPT's latest 10-K?
In the 10-K filed February 27, 2026, UFP TECHNOLOGIES INC (UFPT) flagged: Regulatory risk from "One Big Beautiful Bill Act" (OBBBA) enacted July 2025 with immaterial impact on income tax expense but changes to interest and depreciation rules. Macroeconomic risk from inflation and bank failures could affect long-term capital access and liquidity despite $91.9M cash from operations in 2025. (AI summary of the Risk Factors section.)
What did UFPT report in its latest 8-K?
UFP TECHNOLOGIES INC (UFPT) filed an 8-K on August 24, 2026 reporting Item 7.01 (Regulation FD Disclosure). Presentation attached as an exhibit contains forward-looking statements.
What are the latest UFPT SEC filings?
UFP TECHNOLOGIES INC (UFPT) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 24, 2026 and a Form 4 insider filing on August 27, 2026.
What is UFPT's SEC CIK number?
UFP TECHNOLOGIES INC (UFPT)'s SEC Central Index Key (CIK) is 914156. EDGAR lists every UFPT filing under that number.
Ask anything about UFPT
The research agent reads UFPT's filings, financials, insider trades and 13F holders, then answers with sources.