XOMA at a glance
XOMA Royalty Corp (XOMA, SEC CIK 791908) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on May 12, 2026, an 8-K current report on July 14, 2026 and Form 4 insider filings as recently as July 16, 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), XOMA Royalty Corp (XOMA) reported revenue of $10.3 million (up 55.6% from FY2024) and net income of $31.7 million. Diluted EPS was $1.46.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding XOMA Royalty Corp (XOMA) shares worth $233.5 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $10.3M
- +55.6% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 23 funds
- $233.5M · +1 vs prior quarter
- Latest 8-K
- Jul 14, 2026
- Item 2.01 · Item 1.02 · Item 1.01 · Item 3.01 · Item 3.03 · Item 5.01 · Item 8.01 · Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Revenue, YoY change, margins, segment performance, and net income not provided
- Cash position, operating cash flow, and capital deployment not provided
- Outlook: potential VABYSMO and OJEMDA income, proposed Ligand merger, royalty and milestone uncertainty
- Headwinds: regulatory, development funding, macroeconomic, inflation, interest rates, tariffs, and geopolitical risks
Risk Factors
- New merger-completion risk triggered by April 27, 2026 Ligand agreement, requiring stockholder and regulatory approvals
- Regulatory risk from HSR Act review, including potential divestitures, business restrictions, or imposed transaction costs
- Financial risk of $40.0 million termination fee if specified merger conditions or alternative-proposal events occur
- Operational risk from merger restrictions limiting indebtedness, acquisitions, asset sales, contracts, and capital expenditures
- Liquidity risk if merger fails, potentially requiring capital raising amid uncertain market access and increased insolvency risk
AI summary of the XOMA 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 2.01: Completion of Acquisition or Disposition of Assets
- Common shareholders received $39.00 cash per share, subject to withholding taxes
- Shareholders also received CVRs tied to contingent payments from XOMA Royalty LLC
Item 1.02: Termination of a Material Definitive Agreement
- XRL 1 LLC terminated its December 15, 2023 Loan Agreement in connection with the merger
- Parent fully discharged all outstanding borrowing obligations on behalf of XOMA
Item 1.01: Entry into a Material Definitive Agreement
- Holding-company reorganization preserved shareholders’ one-for-one common-stock ownership and converted equity awards on equivalent terms
- Company converted to Delaware LLC, separating operating assets and liabilities between HoldCo and XOMA Royalty LLC
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- Merger consummated, triggering Nasdaq delisting of XOMA common shares
- Trading halt and delisting requested before market open July 14, 2026
Item 3.03: Material Modification to Rights of Security Holders
- Control-change information incorporated from the filing’s Introductory Note and Items 2.01 and 5.02
- Potential shareholder-rights implications depend on the acquisition and leadership-change details in those referenced sections
Item 5.01: Changes in Control of Registrant
- Item 5.01 disclosure references the Introductory Note, indicating a control-related event described elsewhere in the filing
- Investor focus: identify any new controlling party, ownership shift, or governance changes in the referenced Introductory Note
Item 8.01: Other Events
- Closing of Parent’s acquisition of XOMA Royalty announced July 14, 2026
- Transaction creates integration, execution and potential litigation risks for shareholders
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders approved the merger agreement, holding-company reorganization, and related compensation proposal
- Merger agreement: 15,924,106 votes for versus 98,100 against
Item 7.01: Regulation FD Disclosure
- HoldCo acquisition by Ligand expected to close around July 14, 2026
- Closing remains conditional on satisfying or waiving remaining Merger Agreement conditions
Item 8.01: Other Events
- Definitive proxy statement filed June 10, 2026 for stockholder vote on Ligand’s proposed acquisition of HoldCo
- Transaction remains subject to Company stockholder approval and necessary regulatory approvals
Item EX-99.1: Item EX-99.1
- Preferred dividends declared: $0.53906 per Series A share and $0.52344 per Series B depositary share, payable July 15, 2026
- All preferred stock redeemed July 14, 2026 at $25.00 per share, ending future dividend accrual
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Bylaw amendments effective May 21, 2026, supporting the proposed merger with Ligand Pharmaceuticals and Flex Merger Sub
- Nevada controlling-interest statute language clarifies applicability under Nevada Revised Statutes 78.378–78.3793
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved 425,000 additional shares under the long-term incentive plan
- Incentive plan extended through March 16, 2036, increasing potential equity-based dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- All seven director nominees elected, preserving board continuity
- Deloitte & Touche auditor ratification overwhelmingly approved, with 9,041,336 votes for
AI summaries of XOMA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for XOMA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kosacz Barbara | D | Jul 14, 2026 | 10,967 | - |
| WYSZOMIERSKI JACK L | D | Jul 14, 2026 | 8,000 | - |
| Kosacz Barbara | D | Jul 14, 2026 | 5,101 | - |
| Kosacz Barbara | D | Jul 14, 2026 | 8,996 | - |
| Kosacz Barbara | D | Jul 14, 2026 | 6,152 | - |
| WYSZOMIERSKI JACK L | J | Jul 14, 2026 | 21,828 | - |
| Kosacz Barbara | J | Jul 14, 2026 | 6,269 | - |
| Kosacz Barbara | D | Jul 14, 2026 | 19,979 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.7M | $10.3M |
| Operating Income | -$41.8M | -$40.0M | $11.4M |
| Net Income | -$40.8M | -$13.8M | $31.7M |
| Op. Margin | - | -601.1% | 110.0% |
| Net Margin | - | -207.8% | 306.4% |
| Balance Sheet | |||
| Total Assets | $234.3M | $221.3M | $272.7M |
| Equity | - | $81.9M | $83.9M |
| ROE | - | -16.9% | 37.8% |
| Per Share | |||
| EPS | - | $-1.65 | $1.46 |
| Cash Flow | |||
| Operating CF | -$18.2M | -$13.7M | $2.9M |
| CapEx | $17K | $20K | - |
Source: XBRL data in XOMA Royalty Corp (XOMA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate XOMA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $233.5M |
| Q1 2026 | 22 | $162.5M |
| Q4 2025 | 16 | $123.9M |
| Q3 2025 | 16 | $169.5M |
| Q2 2025 | 15 | $106.5M |
| Q1 2025 | 15 | $60.7M |
| Q4 2024 | 10 | $50.1M |
| Q3 2024 | 9 | $9.4M |
- FMR LLC (Fidelity)+302.6K (+23%)
- BlackRock+45.1K (+7%)
- Dimensional Fund Advisors+43.7K (+33%)
- JPMorgan Chase & Co+26.0K (+652%)
- Two Sigma Investments+10.7K (+41%)
- Citadel Advisors LLC−70.2K (-71%)
- Vanguard Capital Management LLC−44.6K (-8%)
- Millennium Management−8.6K (-4%)
- Morgan Stanley−5.0K (-0%)
- Bank of America Corp−4.1K (-38%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 126 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
XOMA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | Analysis | |
| SC 13G | May 15, 2026 | - | - | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| SC 13D | May 1, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - |
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XOMA SEC filings: frequently asked questions
Which institutions hold XOMA stock?
As of June 30, 2026, the largest XOMA Royalty Corp (XOMA) holders among the 13F filers tracked by SignalX were Morgan Stanley ($72.1 million), FMR LLC (Fidelity) ($68.2 million), BlackRock ($29.4 million), Vanguard Capital Management LLC ($21.5 million), State Street Corp ($8.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was XOMA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), XOMA Royalty Corp (XOMA) reported revenue of $10.3 million (up 55.6% from FY2024) and net income of $31.7 million. Diluted EPS was $1.46. The figures come from the XBRL data in the 10-K.
What did XOMA report in its latest 8-K?
XOMA Royalty Corp (XOMA) filed an 8-K on July 14, 2026 reporting Item 2.01 (Completion of Acquisition or Disposition of Assets), Item 1.02 (Termination of a Material Definitive Agreement), Item 1.01 (Entry into a Material Definitive Agreement), Item 3.01 (Notice of Delisting or Failure to Satisfy a Continued Listing Rule), Item 3.03 (Material Modification to Rights of Security Holders), Item 5.01 (Changes in Control of Registrant), Item 8.01 (Other Events) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Common shareholders received $39.00 cash per share, subject to withholding taxes.
What are the latest XOMA SEC filings?
XOMA Royalty Corp (XOMA) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on May 12, 2026, an 8-K current report on July 14, 2026 and a Form 4 insider filing on July 16, 2026.
What is XOMA's SEC CIK number?
XOMA Royalty Corp (XOMA)'s SEC Central Index Key (CIK) is 791908. EDGAR lists every XOMA filing under that number.
Ask anything about XOMA
The research agent reads XOMA's filings, financials, insider trades and 13F holders, then answers with sources.