WDFC at a glance
WD 40 CO (WDFC, SEC CIK 105132) filed its latest 10-K annual report on October 27, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as August 14, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 31, 2025 (FY2025), WD 40 CO (WDFC) reported revenue of $620.0 million (up 5.0% from FY2024) and net income of $91.0 million. Diluted EPS was $6.69.
- As of June 30, 2026, 35 institutional investment managers tracked by SignalX reported holding WD 40 CO (WDFC) shares worth $1.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Olsem Patricia Q on August 13, 2026 of 200 shares at $234.72 per share.
- In the last 90 days, WDFC insiders reported 0 open-market purchases ($0) and 2 open-market sales ($117K) on Form 4, a net sale of $117K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $620.0M
- +5.0% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$117K
- 13F holders
- 35 funds
- $1.6B · −1 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 31, 2025
Business Overview
- Core business model: Global marketing company focused on multi-purpose maintenance products and specialty maintenance product lines
- New emphasis: Pursuing sale of homecare and cleaning product assets in Americas (fiscal 2026) to focus on higher-margin maintenance products
- Strategic shift: Prioritizing maintenance product growth via geographic expansion, premiumization, digital commerce, and category leadership under four-by-four framework
- Employee count: 714 employees globally; workforce distributed across 18 countries with ~35% Americas, ~40% EIMEA, ~15% Asia-Pacific
- Noteworthy fact: Sold certain homecare and cleaning assets in EIMEA segment in fiscal 2025, reinforcing strategic focus on maintenance products
Risk Factors
- Cybersecurity risk managed by CFO and VP Global IT with 30+ years' experience overseeing incident response and security strategy
- Audit Committee with CERT-trained member oversees cybersecurity risks and receives external expert briefings on mitigation effectiveness
Management Discussion & Analysis
- Dividend increased 7% to $0.94 per share, payable October 31, 2025
- Sales incentive accrual estimate sensitivity: 10% variation impacts net sales by approx. $1.2 million
- Financial results depend on critical accounting estimates for revenue recognition and variable consideration
- Forward-looking risks include variability in sales incentives, business performance, liquidity, and loan covenants affecting dividends
AI summary of the WDFC 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 May 31, 2026
Management Discussion & Analysis
- Limited MD&A excerpt provided; quarterly revenue and YoY change unavailable
- Profitability and margin percentages unavailable
- Segment and product-line performance unavailable
- Cash position, operating cash flow, and capital deployment unavailable
- Outlook, guidance, and headwinds unavailable
Risk Factors
- No material changes to 10-K risk factors filed October 27, 2025
- Additional unknown or currently immaterial risks could adversely affect operating results
- Share repurchases subject to loan covenants and applicable laws
- $100.0 million authorization replaces prior capacity beginning September 1, 2026
- $7.0 million remains available under prior authorization through August 31, 2026
AI summary of the WDFC 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 5.02: Departure/Appointment of Directors or Principal Officers
- Keith Stauffer becomes Global Finance VP September 7 and CFO November 2, succeeding Sara Hyzer
- Hyzer transitions to Division President, Americas, preserving internal leadership continuity
Item 7.01: Regulation FD Disclosure
- CFO appointment: Mr. Stauffer named Vice President, Global Finance, and CFO
- Leadership transition relevant to financial reporting, capital allocation, and investor communications
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended May 31, 2026 earnings release issued July 9, 2026
- Detailed financial results and management commentary contained in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mr. Giordano appointed as an officer effective June 29, 2026
- Indemnity agreement provides standard officer protections for Mr. Giordano
AI summaries of WDFC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WDFC
Don't miss the next WDFC filing
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- Fund moves. Which tracked funds opened, added or cut WDFC, 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 |
|---|---|---|---|---|
| Olsem Patricia Q | Sell | Aug 13, 2026 | 200 | $234.72 |
| Olsem Patricia Q | Sell | Aug 10, 2026 | 300 | $233.73 |
| Plunk Ken Allen | A | Feb 18, 2026 | 515 | - |
| PENDARVIS DAVID | Buy | Feb 5, 2026 | 424 | $247.15 |
| Burks Cynthia | A | Dec 12, 2025 | 612 | - |
| Saunders Anne | A | Dec 12, 2025 | 612 | - |
| Monteagudo Graciela | A | Dec 12, 2025 | 612 | - |
| Lee Lara L | A | Dec 12, 2025 | 612 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $590.6M | $620.0M |
| Gross Profit | - | $315.2M | $341.3M |
| Operating Income | - | $96.4M | $103.8M |
| Net Income | - | $69.6M | $91.0M |
| Gross Margin | - | 53.4% | 55.1% |
| Op. Margin | - | 16.3% | 16.7% |
| Net Margin | - | 11.8% | 14.7% |
| Balance Sheet | |||
| Total Assets | $438.0M | $449.0M | $475.8M |
| Equity | $210.2M | $230.5M | $268.2M |
| ROE | - | 30.2% | 33.9% |
| Per Share | |||
| EPS | - | $5.11 | $6.69 |
| Cash Flow | |||
| Operating CF | - | $92.0M | $87.9M |
| CapEx | - | $4.2M | $4.5M |
Source: XBRL data in WD 40 CO (WDFC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WDFC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 35 | $1.63B |
| Q1 2026 | 36 | $1.31B |
| Q4 2025 | 32 | $1.25B |
| Q3 2025 | 33 | $1.28B |
| Q2 2025 | 33 | $1.49B |
| Q1 2025 | 31 | $1.05B |
| Q4 2024 | 27 | $966.7M |
| Q3 2024 | 24 | $573.9M |
- Goldman Sachs Group+151.5K (+175%)
- Two Sigma Investments+83.5K (+69%)
- BlackRock+55.8K (+3%)
- Ameriprise Financial+52.9K (+22%)
- Vanguard Portfolio Management LLC+37.8K (+4%)
- Millennium Management−65.1K (-98%)
- Morgan Stanley−52.1K (-17%)
- D.E. Shaw & Co−32.9K (-52%)
- Renaissance Technologies LLC−27.4K (-13%)
- Invesco Ltd−12.7K (-20%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 251 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WDFC 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 3, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 10-Q | Jul 9, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 9, 2026 | - | Analysis | - |
| 10-Q | Apr 9, 2026 | Feb 28, 2026 | Analysis | |
| 4 | Feb 19, 2026 | - | - | |
| 8-K | Feb 19, 2026 | - | - | |
| 4 | Feb 6, 2026 | - | - | |
| 8-K | Jan 8, 2026 | - | - | |
| 10-Q | Jan 8, 2026 | Nov 30, 2025 | Analysis | |
| 8-K | Dec 16, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - | |
| 4 | Dec 12, 2025 | - | - |
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WDFC SEC filings: frequently asked questions
Are WDFC insiders buying or selling?
In the last 90 days, WD 40 CO (WDFC) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $117,063 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WDFC stock?
As of June 30, 2026, the largest WD 40 CO (WDFC) holders among the 13F filers tracked by SignalX were BlackRock ($505.7 million), Vanguard Portfolio Management LLC ($262.1 million), Vanguard Capital Management LLC ($147.3 million), State Street Corp ($133.8 million), Dimensional Fund Advisors ($75.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WDFC's revenue in fiscal year 2025?
For the fiscal year ended August 31, 2025 (FY2025), WD 40 CO (WDFC) reported revenue of $620.0 million (up 5.0% from FY2024) and net income of $91.0 million. Diluted EPS was $6.69. The figures come from the XBRL data in the 10-K.
What are the main risks in WDFC's latest 10-K?
In the 10-K filed October 27, 2025, WD 40 CO (WDFC) flagged: Cybersecurity risk managed by CFO and VP Global IT with 30+ years' experience overseeing incident response and security strategy. Audit Committee with CERT-trained member oversees cybersecurity risks and receives external expert briefings on mitigation effectiveness. (AI summary of the Risk Factors section.)
What did WDFC report in its latest 8-K?
WD 40 CO (WDFC) filed an 8-K on September 3, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Keith Stauffer becomes Global Finance VP September 7 and CFO November 2, succeeding Sara Hyzer.
What are the latest WDFC SEC filings?
WD 40 CO (WDFC) filed its latest 10-K annual report on October 27, 2025, a 10-Q quarterly report on July 9, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on August 14, 2026.
What is WDFC's SEC CIK number?
WD 40 CO (WDFC)'s SEC Central Index Key (CIK) is 105132. EDGAR lists every WDFC filing under that number.
Ask anything about WDFC
The research agent reads WDFC's filings, financials, insider trades and 13F holders, then answers with sources.