Welcome to our dedicated page for CARTERS SEC filings (Ticker: CRI), 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.
Carter’s, Inc. filings document the financial reporting, governance and capital structure of a public children’s apparel company listed on the New York Stock Exchange under CRI. Its 8-K reports furnish operating results for the U.S. Retail, U.S. Wholesale and International segments, including sales, margins, outlook updates, dividends and other material events.
The company’s filings also cover proxy governance, executive compensation, director matters, leadership appointments and officer departures. Debt and financing disclosures include The William Carter Company’s senior notes, asset-based revolving credit facility, subsidiary guarantees and related covenant terms, along with registered common stock and preferred stock purchase rights.
Carter’s, Inc. (CRI) reported that its Board of Directors declared a quarterly cash dividend of $0.25 per share of common stock. The dividend is payable on September 25, 2026 to shareholders of record as of the close of business on September 1, 2026. The company stated that any future quarterly dividends and related record and payment dates will be at the Board’s discretion, taking into account business conditions, future financial performance, investment priorities, and other considerations.
RWWM, Inc. and related parties report beneficial ownership of Carter's, Inc. common stock on a Schedule 13G/A (Amendment No. 5). The filing covers advisory and related holdings totaling 1,443,196 shares, representing 3.9% of the outstanding common stock for each of RWWM, Inc., Scott P. Roseman, and Aaron J. Wagner.
The position includes 1,425,988 shares held in client accounts over which RWWM, Inc. has sole dispositive power, 17,208 shares in the RWWM Inc. 401(k) Profit Sharing Plan, and 849 shares held directly and through entities controlled by Aaron Wagner. Voting and dispositive powers are allocated among RWWM, Inc., the 401(k) plan, and the two officers, with no single underlying client reported to hold more than five percent of Carter's common stock.
CARTERS INC executive Karen Marie Smith, Chief Supply Chain Officer, reported a tax-related share disposition. On 2026-08-12, 1,124 shares of common stock were withheld at $39.06 per share to satisfy tax withholding obligations arising from the vesting of restricted stock. After this transaction, she directly holds 54,451 shares, some of which remain subject to time-based or performance-based restrictions.
CARTERS INC officer Allison Peterson reported a Form 4 transaction involving 4,426 shares of common stock on 2026-08-09. The shares were withheld to satisfy tax withholding obligations arising from the vesting of restricted stock, rather than sold in an open-market trade. Following this tax-withholding disposition, Peterson directly holds 63,297 shares, some of which remain subject to time-based or performance-based restrictions.
CARTERS INC Chief Strategy Officer Emily DeHaven Evert Scanlon reported a Form 4 transaction involving company common stock. On 2026-08-08, 8,743 shares of common stock were withheld at $39.96 per share to satisfy tax withholding obligations arising from the vesting of restricted stock. Following this tax-withholding disposition, she directly holds 88,725 shares of common stock, some of which remain as restricted shares subject to time-based or performance-based conditions.
CARTERS INC Chief Marketing Officer Sarah Crockett reported a Form 4 showing a tax-related share disposition. On 2026-08-08, 2,842 shares of common stock were withheld at $39.96 per share to satisfy tax withholding obligations arising from the vesting of restricted stock. Following this withholding transaction, she directly holds 41,390 shares of common stock, some of which remain subject to time-based or performance-based restrictions.
Pacific Investment Management Company LLC (PIMCO) reports beneficial ownership of 1,890,588 shares of Carter's Inc common stock on a Schedule 13G. This represents 5.1% of the outstanding common stock, based on 36,711,185 shares outstanding as of July 24, 2026.
PIMCO, organized in Delaware and acting as an investment adviser, reports sole voting and dispositive power over all 1,890,588 shares and no shared power. The shares are held in investment advisory clients’ or discretionary accounts for which PIMCO serves as investment adviser, and PIMCO disclaims beneficial ownership except to the extent of its pecuniary interest.
Carter’s, Inc. reported sharply stronger second-quarter 2026 results, with consolidated net sales of $615,490 (dollars in thousands), up 5.2%. Net income rose to $104,958 (dollars in thousands), or $2.87 per diluted share, largely reflecting a $128 million recovery of previously paid IEEPA tariffs that lifted gross margin to 67.0%. On an adjusted basis excluding this and other items, operating income was $18.1 million and adjusted diluted EPS was $0.26.
U.S. Retail comparable sales grew 5.1% for a fifth consecutive positive quarter, while U.S. Wholesale and International segments also increased sales. Operating cash flow for the first two quarters improved to $202,295 (dollars in thousands), raising cash and cash equivalents to $653,571 (dollars in thousands) with no borrowings under the revolving credit facility and long‑term debt of $567,808 (dollars in thousands). The company paid dividends of $0.25 per share in each of the first two quarters and retains $599.0 million of share repurchase authorization. New U.S. tariffs under Sections 122 and 301 and an intellectual property litigation matter introduce cost and legal uncertainty. Leadership transitioned to CEO Sharon Price John in June 2026.
Carter’s, Inc. reported second quarter fiscal 2026 net sales of $615 million, up 5% from Q2 2025, with U.S. Retail comparable sales up 5.1%. GAAP operating income rose to $139.8 million (22.7% margin) and net income to $105.0 million, or $2.87 per diluted share, largely reflecting a $132 million recovery of previously paid import duties and interest.
Excluding tariff recoveries, leadership-transition and IP litigation costs, adjusted operating income was $18.1 million versus $11.8 million a year ago, and adjusted diluted EPS increased to $0.26 from $0.17. For the first half of fiscal 2026, net sales grew to $1.30 billion, while adjusted diluted EPS was $0.65 compared with $0.83 in the prior-year period.
Management expects earnings to be more weighted to the second half of 2026, citing higher first-half tariff and investment impacts. For third quarter 2026, the company projects net sales of about $750 million, adjusted operating income of roughly $50 million, and adjusted diluted EPS of approximately $0.85, with higher adjusted profitability than third quarter 2025 on slightly lower sales.
Dimensional Fund Advisors LP reports beneficial ownership of 1,905,146 shares of Carter's Inc common stock, representing 5.2% of the class as of 06/30/2026. The position is reported on a Schedule 13G, indicating a passive institutional ownership stake.
Dimensional has sole voting power over 1,869,102 shares and sole dispositive power over 1,905,146 shares, with no shared voting or dispositive power. The shares are owned by various funds and accounts it advises, which have the right to dividends and sale proceeds; Dimensional disclaims beneficial ownership, and no single fund’s interest exceeds 5% of the class.