USNA at a glance
USANA HEALTH SCIENCES INC (USNA, SEC CIK 896264) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as July 27, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 3, 2026 (FY2025), USANA HEALTH SCIENCES INC (USNA) reported revenue of $925.3 million (up 8.3% from FY2024) and net income of $10.8 million. Diluted EPS was $0.58.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding USANA HEALTH SCIENCES INC (USNA) shares worth $125.3 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $925.3M
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $125.3M · +0 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Q2 revenue $223.3M, down 5.3% YoY from $235.8M
- Consolidated gross margin 78.3% vs 78.7% YoY; operating margin (9.0%) vs 7.1%
- Best segment Rise revenue $3.4M, up 40.3%; worst Hiya revenue $28.3M, down 16.7%
- Hiya goodwill impairment charge $29.1M; net loss $21.4M vs $9.7M net earnings
- Customer and digital marketing headwinds: Core active Customers down 8.1%; Hiya subscribers 166,000 vs 200,400
Risk Factors
- No material changes to risk factors identified in the 2025 Form 10-K
- Share-repurchase authorization $34.0 million as of July 4, 2026
- No share purchases under the repurchase plan during the quarter
AI summary of the USNA 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 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results released for quarter ended July 4, 2026
- Management Commentary furnished as Exhibit 99.2 for financial and operating details
Item EX-99.1: Item EX-99.1
- Q2 net sales fell 5% to $223 million, while adjusted EBITDA attributable to USANA declined 9% to $27.8 million
- $29.1 million preliminary non-cash Hiya goodwill impairment drove a $21.4 million net loss and $(1.16) diluted EPS
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting turnout: 16,468,210 shares, approximately 89% of outstanding stock
- All eight director nominees elected, with 13,687,065–14,134,096 votes for each
AI summaries of USNA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for USNA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Benedict Peter | M | Jul 25, 2026 | 598 | - |
| Armstrong Kathryn Michelle | M | Jul 25, 2026 | 1,166 | - |
| Armstrong Kathryn Michelle | M | Jul 25, 2026 | 1,166 | - |
| Benedict Peter | F | Jul 25, 2026 | 176 | $21.32 |
| Benedict Peter | M | Jul 25, 2026 | 598 | - |
| Armstrong Kathryn Michelle | F | Jul 25, 2026 | 518 | $21.32 |
| Pelosi Peggie | M | Jul 23, 2026 | 1,632 | - |
| Ding Xia | M | Jul 23, 2026 | 1,632 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $854.5M | $925.3M |
| Gross Profit | - | $693.3M | $724.4M |
| Operating Income | - | $66.3M | $37.4M |
| Net Income | - | $42.0M | $10.8M |
| Gross Margin | - | 81.1% | 78.3% |
| Op. Margin | - | 7.8% | 4.0% |
| Net Margin | - | 4.9% | 1.2% |
| Balance Sheet | |||
| Total Assets | $632.8M | $748.2M | $742.9M |
| Equity | $497.2M | $532.1M | $533.1M |
| ROE | - | 7.9% | 2.0% |
| Per Share | |||
| EPS | - | $2.19 | $0.58 |
| Cash Flow | |||
| Operating CF | - | $61.0M | $22.3M |
| CapEx | - | $10.1M | $13.8M |
Source: XBRL data in USANA HEALTH SCIENCES INC (USNA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate USNA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $125.3M |
| Q1 2026 | 25 | $94.9M |
| Q4 2025 | 24 | $114.8M |
| Q3 2025 | 28 | $189.9M |
| Q2 2025 | 29 | $210.5M |
| Q1 2025 | 24 | $139.9M |
| Q4 2024 | 20 | $170.4M |
| Q3 2024 | 17 | $118.4M |
- BlackRock+363.8K (+31%)
- AQR Capital Management+111.7K (+38%)
- Goldman Sachs Group+32.1K (+35%)
- Vanguard Portfolio Management LLC+25.1K (+7%)
- Two Sigma Investments+20.9K (+14%)
- Millennium Management−66.2K (-71%)
- Renaissance Technologies LLC−59.1K (-6%)
- D.E. Shaw & Co−25.6K (-14%)
- Citadel Advisors LLC−14.2K (-34%)
- Invesco Ltd−8.9K (-22%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 192 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
USNA 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 | Oct 5, 2026 | - | - | - |
| 10-Q | Aug 13, 2026 | Jul 4, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Apr 4, 2026 | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - |
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USNA SEC filings: frequently asked questions
Which institutions hold USNA stock?
As of June 30, 2026, the largest USANA HEALTH SCIENCES INC (USNA) holders among the 13F filers tracked by SignalX were BlackRock ($33.2 million), Renaissance Technologies LLC ($20.5 million), Dimensional Fund Advisors ($17.9 million), Vanguard Capital Management LLC ($10.4 million), AQR Capital Management ($8.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was USNA's revenue in fiscal year 2025?
For the fiscal year ended January 3, 2026 (FY2025), USANA HEALTH SCIENCES INC (USNA) reported revenue of $925.3 million (up 8.3% from FY2024) and net income of $10.8 million. Diluted EPS was $0.58. The figures come from the XBRL data in the 10-K.
What did USNA report in its latest 8-K?
USANA HEALTH SCIENCES INC (USNA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 FY2026 results released for quarter ended July 4, 2026.
What are the latest USNA SEC filings?
USANA HEALTH SCIENCES INC (USNA) filed its latest 10-K annual report on March 16, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on July 27, 2026.
What is USNA's SEC CIK number?
USANA HEALTH SCIENCES INC (USNA)'s SEC Central Index Key (CIK) is 896264. EDGAR lists every USNA filing under that number.
Ask anything about USNA
The research agent reads USNA's filings, financials, insider trades and 13F holders, then answers with sources.