Welcome to our dedicated page for Enerpac Tool Group SEC filings (Ticker: EPAC), 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.
Enerpac Tool Group Corp.'s SEC filings document the formal reporting record for a Wisconsin industrial tools and services company whose common stock trades on the NYSE under EPAC. Form 8-K reports furnish quarterly and annual operating results, including Industrial Tools & Services sales, margins, cash flow, share repurchases, service contracts, product launches, and GAAP and non-GAAP financial measures.
Proxy and governance filings describe annual meeting matters, director elections, auditor ratification, advisory executive compensation votes, board governance, executive compensation, and shareholder voting outcomes. Other 8-K disclosures cover officer appointments and departures, compensatory arrangements, and Regulation BTR notices tied to employee benefit plan trading restrictions involving Enerpac common stock.
Enerpac Tool Group (EPAC) — Form 4 insider filing: A company director reported an acquisition of 28 phantom stock units on 10/17/2025. The units are tied to dividend equivalent rights and were recorded at a reference price of $41.98, which reflects the closing selling price of the Class A Common Stock on the accrual date.
Each phantom stock unit converts 1-for-1 into shares of Class A Common Stock and is generally settled following the director’s termination of service or a specified date, under the Outside Director’s Deferred Compensation Plan. After this transaction, the director reported 29,574 derivative securities beneficially owned on a direct basis.
Enerpac Tool Group (EPAC) reported a director transaction on a Form 4. On 10/17/2025, the director acquired 10 phantom stock units at $41.98, credited as dividend equivalent rights. These phantom stock units convert 1-for-1 into shares of Class A Common Stock and are generally settled following the director’s termination of service or a specified date.
After this transaction, the director beneficially owned 13,523 derivative securities, held directly.
Enerpac Tool Group (EPAC) director reported a routine equity accrual. On 10/17/2025, the director accrued 13 phantom stock units at a reference price of $41.98. Phantom stock converts 1-for-1 into Class A Common Stock and is generally settled under the Outside Director's Deferred Compensation Plan following termination of service or on a specified date.
Following this transaction, 17,257 derivative securities were beneficially owned, held directly.
Enerpac Tool Group (EPAC) reported an insider Form 4 showing a director acquired 6 phantom stock units on 10/17/2025 under the Outside Director's Deferred Compensation Plan. These phantom units convert 1-for-1 into Class A Common Stock and carry a $0 conversion price. The filing notes the reference price was $41.98, based on the closing selling price on the accrual date of dividend equivalent rights. Following this non-cash accrual, the director directly beneficially owns 6,532 derivative securities.
Enerpac Tool Group (EPAC) reported a Form 4 for a director showing the acquisition of 39 phantom stock units on 10/17/2025 at $41.98. The credit reflects dividend equivalent rights under the Outside Director's Deferred Compensation Plan. These units convert 1-for-1 into Class A Common Stock and are generally settled after the director’s service ends or on a specified date. After this transaction, the director beneficially owns 44,181 derivative securities, held directly.
Enerpac Tool Group (EPAC) director reported an acquisition of 8 phantom stock units on 10/17/2025. The units were credited at a reference price of $41.98, reflecting dividend equivalent rights under the Outside Director's Deferred Compensation Plan. Phantom stock converts 1-for-1 into Class A Common Stock and is generally settled following the director’s termination of service or a specified date. Following this transaction, the director beneficially owns 8,963 derivative securities directly.
Enerpac Tool Group (EPAC) reported an insider transaction by a director on Form 4. On 10/17/2025, the director acquired 13 phantom stock units at $41.98 under the Outside Director's Deferred Compensation Plan. These units convert 1-for-1 into Class A Common Stock and are generally settled in common stock following the director's termination of service or on a specified date.
Following the transaction, the director held 17,257 derivative securities, with direct ownership.
BlackRock, Inc. filed an Amendment No. 5 to Schedule 13G reporting beneficial ownership of 7,721,968 shares of Enerpac Tool Group Corp (EPAC), representing 14.3% of the common stock as of 09/30/2025.
BlackRock reports sole voting power over 7,628,805 shares and sole dispositive power over 7,721,968 shares, with no shared voting or dispositive power. The filing notes that the interest of iShares Core S&P Small-Cap ETF in Enerpac common stock is more than five percent of the total outstanding common stock.
BlackRock certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Enerpac Tool Group (EPAC) filed its annual report (Form 10‑K) for fiscal year ended August 31, 2025. The company operates one reportable segment, Industrial Tools & Services, selling branded hydraulic and mechanical tools and services across refinery/petrochemical, industrial MRO, power generation, infrastructure and other markets. Geographic mix in fiscal 2025 was 37% United States, 28% Europe, 13% Middle East, 11% Asia and 11% other regions.
Order backlog was $54 million at August 31, 2025, up from $41 million a year earlier. R&D expense was $14 million in fiscal 2025 (versus $12 million in 2024 and $9 million in 2023). The ASCEND transformation program was completed as of August 31, 2024 with total program costs of $75 million, including $19 million of restructuring charges. There were 52,981,546 Class A shares outstanding as of October 13, 2025; the aggregate market value held by non‑affiliates was approximately $2.49 billion as of February 28, 2025. Headcount was approximately 2,100 employees as of August 31, 2025.
Enerpac Tool Group (EPAC) reported an insider transaction by its President and CEO, who is also a Director. On 10/16/2025, the insider sold 2,700 shares of Class A common stock at $44 per share (transaction code S). After this sale, the insider directly owned 328,342 shares.