Welcome to our dedicated page for CAL-MAINE FOODS SEC filings (Ticker: CALM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cal-Maine Foods filings document an operating company with common stock listed on the Nasdaq Global Select Market under CALM. Recent Form 8-K reports cover furnished earnings releases, results of operations, board appointments, committee assignments, annual meeting voting results and other material-event disclosures tied to governance and capital structure.
The company’s proxy materials describe director elections, beneficial ownership, board committees, independence standards, risk oversight, sustainability oversight, executive compensation, audit matters, related-party transactions and shareholder voting procedures. These filings form the regulatory record for Cal-Maine’s shell egg and egg-based prepared foods business, governance framework, registered common stock and recurring public-company reporting obligations.
CAL-MAINE FOODS INC (CALM) has a significant shareholder, Vanguard Portfolio Management LLC and certain affiliates, which report beneficial ownership of 2,789,577 shares of CAL-MAINE common stock, representing 5.75% of the class. Vanguard reports sole voting power over 37,816 shares and sole dispositive power over 2,789,577 shares, with no shared voting or dispositive power. The reporting group notes that this position includes securities held by Vanguard funds and managed accounts for which it or its affiliates exercise dispositive and/or voting power. The submission states it is filed solely to correct the issuer CIK reported in a prior filing and that no change in beneficial ownership is being reported.
CAL-MAINE FOODS INC (CALM) is the subject of an amended Schedule 13G/A filed by The Vanguard Group. The amendment states that Vanguard now reports 0 shares of CAL-MAINE common stock as beneficially owned, representing 0% of the class, with no voting or dispositive power.
Vanguard explains that on January 12, 2026 it underwent an internal realignment, after which certain subsidiaries and business divisions report beneficial ownership separately in reliance on SEC Release No. 34-39538. The amendment is filed solely to correct the issuer CIK in a prior amendment, and it explicitly states that no change in beneficial ownership is being reported.
Cal-Maine Foods, Inc. (CALM) entered into a Second Amended and Restated Credit Agreement on August 31, 2026, establishing a senior unsecured revolving credit facility of up to $250 million with BMO Bank N.A. as administrative agent and a syndicate of lenders. The facility includes a $25 million sublimit for standby letters of credit and a $25 million sublimit for swingline loans, and carries a five-year term maturing on August 31, 2031.
The agreement has an accordion feature that may increase total commitments by up to an additional $250 million, subject to lender consent. As of September 1, 2026, no amounts were drawn and $5.9 million of standby letters of credit were outstanding. Borrowings will bear interest at either the Term SOFR Rate plus an applicable margin or a base rate plus an applicable margin.
The facility carries customary negative covenants and requires Cal-Maine to maintain a maximum Total Funded Debt to Capitalization Ratio of 50% and Minimum Tangible Net Worth of $1.5 billion plus a formula tied to future net income and restricted payments. All current and future wholly owned domestic subsidiaries generally guarantee the facility. The agreement permits dividends and share repurchases so long as no default exists and the financial covenants are met on a pro forma basis.
Cal-Maine Foods, Inc. (symbol CALM) is holding its 2026 annual stockholder meeting on October 2, 2026 in Ridgeland, Mississippi. Stockholders of record on August 7, 2026 (46,915,895 shares outstanding) will vote on electing three Class II directors, approving on an advisory basis executive compensation, and ratifying Frost, PLLC as independent auditor for fiscal 2027.
The company reports fiscal 2026 net sales of $2.9 billion, down from $4.3 billion in 2025, and net income attributable to the company of $316.7 million (or $6.63 per diluted share) versus $1.2 billion (or $24.95 per diluted share) a year earlier. Management highlights expansion of prepared foods via the acquisition of Echo Lake Foods, LLC and notes that prepared foods plus specialty shell eggs comprised 44.4% of total net sales in 2026. The company also announces a planned $54 million investment to expand prepared foods production and emphasizes a "resilient balance sheet" and a mix of base salary, cash bonus and equity awards (RSAs and PSUs) to align executive pay with performance.
Cal-Maine Foods, Inc. has a new Schedule 13G reporting that American Century entities and the Stowers Institute for Medical Research are beneficial owners of more than 5% of the company’s common stock. American Century ETF Trust reports beneficial ownership of 2,409,911 shares, representing 5.1% of the common stock, with sole voting and dispositive power over these shares.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research each report beneficial ownership of 2,520,562 shares, or 5.3% of the outstanding common stock, all with sole voting and dispositive power. The filing explains that various American Century investment company clients and separate institutional accounts have the right to receive dividends and sale proceeds, and that no single client advised by American Century Investment Management, Inc. owns more than 5% of the class.
Cal-Maine Foods reported significantly weaker results for the fourth quarter and fiscal year ended May 30, 2026, as egg prices fell from prior-year highs. Fourth-quarter net sales were about $0.55 billion, down 49.9%, with a net loss attributable to the company of roughly $35.9 million. For fiscal 2026, net sales were about $2.91 billion, down 31.7%, and net income attributable to Cal-Maine Foods was approximately $316.7 million, versus $1.22 billion in fiscal 2025. Diluted EPS declined from $24.95 to $6.63.
The business mix continued shifting toward higher-value categories: Specialty Shell Eggs plus Prepared Foods represented 53.0% of fourth-quarter net sales and 44.4% for the year. The company adopted three reportable segments (Conventional Shell Eggs, Specialty Shell Eggs, Prepared Foods), acquired Van’s and certain Creighton Brothers assets, expanded its Eggland’s Best® franchise territory, and approved a $54 million Prepared Foods capacity expansion expected to add about 30% production by early fiscal 2028. Cal-Maine held $924.1 million in cash and short-term investments, repurchased 396,083 shares for $30.1 million (with $320.7 million remaining under its authorization), and under its variable dividend policy will not pay a dividend until recovering a cumulative $35.9 million loss.
Cal-Maine Foods reported that it reached an agreement with the U.S. Department of Justice and 17 state attorneys general to resolve alleged antitrust claims related to information sharing among egg producers, following a 15‑month investigation. The agreement does not include any admission of wrongdoing, and Cal-Maine was not assessed fines or penalties.
Cal-Maine will implement additional antitrust compliance and reporting measures, donate 30 million eggs, and pay $1.5 million to the participating states. The company highlighted prior investments of more than $88 million in biosecurity since 2015 and emphasized that resolving the matter allows management to focus on operations and future growth.
Highfield Michael J reported acquisition or exercise transactions in this Form 4 filing.
CAL-MAINE FOODS INC director Michael J. Highfield received a grant of 1,301 shares of common stock as equity compensation. The award is structured as time-vesting restricted stock and will fully vest on January 12, 2029, aligning his ownership directly with long-term shareholder interests.