VHI at a glance
VALHI INC /DE/ (VHI, SEC CIK 59255) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as May 22, 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), VALHI INC /DE/ (VHI) reported revenue of $2.1 billion (down 1.3% from FY2024) and a net loss of $57.6 million. Diluted EPS was -$2.02.
- As of June 30, 2026, 14 institutional investment managers tracked by SignalX reported holding VALHI INC /DE/ (VHI) shares worth $7.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- −1.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 14 funds
- $7.4M · +0 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Manufacturing and selling component products (security and marine components) and real estate development, primarily in the U.S.
- New strategic emphasis on mitigating tariff impacts by increasing electronic component purchases and implementing pricing adjustments in 2025
- Shift in Real Estate segment focus due to sale of water utility assets and nearing completion of residential planned community development by end of 2027
- Land sales revenue declined to $59.3M in 2025 from $71.5M in 2024 amid slowed development pace, yet operating income rose to $65.2M from $55.2M
- Noteworthy pension plan settlement loss of $28.7M in Q4 2025 related to U.S. pension buy-out, significantly increasing net periodic pension expense for the year
Management Discussion & Analysis
- Revenue $1.86B in 2025, down 1% YoY from $1.89B in 2024; Chemicals segment net sales decreased $27.7M (1%)
- Chemicals segment operating loss $24.5M in 2025 vs operating income $138.5M in 2024; gross margin 11% vs 19%
- Best performing segment: Real Estate Management and Development (positive impact from tax increment reimbursements $34.2M in 2025)
- Worst performing segment: Chemicals with 2025 operating loss $24.5M vs income $138.5M in 2024, impacted by lower TiO2 prices and fixed costs
- Cash flow: Not explicitly detailed, but restructuring charges $10.3M, pension plan settlement loss $28.7M, no buybacks/dividends/capex disclosed
- 2026 outlook: Expect higher consolidated operating income driven by Chemicals segment due to higher sales volumes, selling prices, and lower costs; risks include economic uncertainty and geopolitical tensions
AI summary of the VHI 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: Chemicals net sales $558.1M, up 13% from $494.4M YoY
- Chemicals gross margin 18% vs 13% YoY; operating margin 7% vs 2%
- Best segment: Chemicals operating income $40.4M vs $10.3M YoY
- Chemicals sales volumes 153 thousand metric tons, up 16% YoY
- 2026 outlook: consolidated operating income higher, offset by lower real-estate income from development wind-down
Risk Factors
- No material changes disclosed; risks remain referenced in Valhi’s 2025 Annual Report
- No newly added quarterly risk factor identified
- No regulatory, legal, operational, competitive, market, or financial risk updates provided
AI summary of the VHI 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 2026 results released August 6, 2026 through Exhibit 99.1
- Financial performance details reside in the attached press release, not the 8-K narrative
Item 7.01: Regulation FD Disclosure
- Valhi furnished an August 6, 2026 press release announcing a quarterly dividend
- Dividend details and payment terms appear in Exhibit 99.2
Item EX-99.1: Item EX-99.1
- Q2 net income attributable to Valhi stockholders surged to $22.3M, or $.78 per share, from $.9M, or $.03
- Chemicals drove the improvement, with operating income rising to $40.4M from $10.3M despite lower TiO₂ pricing
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mary A. Tidlund resigning as Valhi director effective June 30, 2026
- Resignation not related to disagreement with Valhi
Item 7.01: Regulation FD Disclosure
- May 21, 2026 press release furnished under Regulation FD
- Exhibit 99.1 contains the substantive disclosure and should be reviewed for market-moving details
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Nonbinding say-on-pay resolution approved with 93.9% of eligible shares
- Strong shareholder support reduces near-term compensation-governance pressure
Item 5.07: Submission of Matters to a Vote of Security Holders
- 95.2% of 28,302,293 eligible shares represented at the May 21, 2026 annual meeting
- Six director nominees elected with at least 93.6% support from eligible shares
AI summaries of VHI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VHI
Don't miss the next VHI filing
- Alerts as it files. A push when VHI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut VHI, by share count.
- Ask anything. An AI agent that reads every VHI 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 |
|---|---|---|---|---|
| Herrington Terri | A | May 21, 2026 | 3,150 | $12.66 |
| Norris Gina A. | A | May 21, 2026 | 3,150 | $12.66 |
| Hill Randy L | A | May 21, 2026 | 3,150 | $12.66 |
| Feehan Loretta J. | A | May 21, 2026 | 3,150 | $12.66 |
| Tidlund Mary A. | A | May 21, 2026 | 3,150 | $12.66 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.1B | $2.1B |
| Gross Profit | - | $424.5M | $295.4M |
| Operating Income | - | $210.7M | $63.3M |
| Net Income | - | $108.0M | -$57.6M |
| Gross Margin | - | 20.2% | 14.2% |
| Op. Margin | - | 10.0% | 3.0% |
| Net Margin | - | 5.1% | -2.8% |
| Balance Sheet | |||
| Total Assets | $2.7B | $2.8B | $2.6B |
| Equity | $935.8M | $1.0B | $1.0B |
| ROE | - | 10.4% | -5.6% |
| Per Share | |||
| EPS | - | $3.79 | $-2.02 |
| Cash Flow | |||
| Operating CF | - | $44.0M | -$35.5M |
| CapEx | - | $30.9M | $46.6M |
Source: XBRL data in VALHI INC /DE/ (VHI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VHI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 14 | $7.4M |
| Q1 2026 | 14 | $6.8M |
| Q4 2025 | 15 | $6.1M |
| Q3 2025 | 13 | $8.4M |
| Q2 2025 | 15 | $8.7M |
| Q1 2025 | 14 | $6.4M |
| Q4 2024 | 10 | $8.5M |
| Q3 2024 | 7 | $11.0M |
- BlackRock+21.9K (+13%)
- Citadel Advisors LLC+4.0K (+40%)
- Vanguard Portfolio Management LLC+2.7K (+20%)
- Millennium Management+2.2K (+11%)
- Wells Fargo & Co+1.1K (+97%)
- Morgan Stanley−2.0K (-35%)
- JPMorgan Chase & Co−572 (-19%)
- FMR LLC (Fidelity)−376 (-20%)
- BNY Mellon−196 (-0%)
- Northern Trust−40 (-0%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 102 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VHI 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 | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 10-K | Mar 10, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 8-K | Dec 15, 2025 | - | - | |
| 10-Q | Nov 6, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 7, 2025 | Jun 30, 2025 | - | |
| 10-Q | May 8, 2025 | Mar 31, 2025 | - | |
| 10-K | Mar 6, 2025 | Dec 31, 2024 | - | |
| 10-Q | Nov 7, 2024 | Sep 30, 2024 | - | |
| 10-Q | Aug 8, 2024 | Jun 30, 2024 | - | |
| 10-Q | May 9, 2024 | Mar 31, 2024 | - | |
| 10-K | Mar 7, 2024 | Dec 31, 2023 | - | |
| 10-Q | Nov 6, 2023 | Sep 30, 2023 | - | |
| 10-Q | Aug 3, 2023 | Jun 30, 2023 | - |
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VHI SEC filings: frequently asked questions
Which institutions hold VHI stock?
As of June 30, 2026, the largest VALHI INC /DE/ (VHI) holders among the 13F filers tracked by SignalX were BlackRock ($2.8 million), Renaissance Technologies LLC ($1.9 million), BNY Mellon ($687,000), Northern Trust ($590,000), State Street Corp ($562,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VHI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), VALHI INC /DE/ (VHI) reported revenue of $2.1 billion (down 1.3% from FY2024) and a net loss of $57.6 million. Diluted EPS was -$2.02. The figures come from the XBRL data in the 10-K.
What did VHI report in its latest 8-K?
VALHI INC /DE/ (VHI) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results released August 6, 2026 through Exhibit 99.1.
What are the latest VHI SEC filings?
VALHI INC /DE/ (VHI) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on May 22, 2026.
What is VHI's SEC CIK number?
VALHI INC /DE/ (VHI)'s SEC Central Index Key (CIK) is 59255. EDGAR lists every VHI filing under that number.
Ask anything about VHI
The research agent reads VHI's filings, financials, insider trades and 13F holders, then answers with sources.