Edgewell Personal Care Company (EPC) is a Missouri-based global personal care manufacturer with operations in about 20 countries and product sales in more than 50 countries. It reports three main segments: Wet Shave (Schick, Wilkinson Sword, Billie and private label razors and shave prep), Sun and Skin Care (Banana Boat, Hawaiian Tropic, Bulldog, Jack Black, Cremo, Wet Ones) and Feminine Care (Playtex, Stayfree, Carefree, o.b.).
The company’s board approved an asset purchase agreement on November 6, 2025 to sell the entire Feminine Care segment for $340.0 million, subject to a purchase price adjustment at closing, which would materially reshape its portfolio toward shaving and skin care. Walmart accounted for approximately 17.4% of consolidated net sales in fiscal 2025, with Target also a significant customer in Sun and Skin Care and Feminine Care, highlighting customer concentration risk.
Edgewell outlines extensive risk factors including raw material and labor cost volatility, changing trade policies, intense competition from large global peers and private labels, heavy product and environmental regulation, litigation exposure and evolving sustainability expectations. The company employs about 6,700 people, emphasizes culture, safety and wellbeing, and pursues its Sustainable Care 2030 program focused on packaging, emissions, waste reduction and responsible sourcing.
Edgewell Personal Care (EPC) reported insider equity transactions by Chief Executive Officer and Director Rod R. Little. On 11/13/2025, 58,612 performance stock equivalents vested and converted into shares of common stock at an exercise price of $0. On the same date, 27,167 shares were withheld to cover tax liabilities at a price of $18.39 per share, leaving Little with 365,818 shares of common stock held directly.
In a related derivative transaction, the original performance award was 166,038 shares, of which only 58,612 vested based on performance criteria, with 107,426 shares cancelled. On 11/14/2025, Little received a grant of 103,420 restricted stock equivalents at an exercise price of $0. One-third of this award will vest and convert into Edgewell common stock on each of 11/14/2026, 11/14/2027, and 11/14/2028, subject to continued employment or certain other events.
Edgewell Personal Care Company (EPC) reported insider equity transactions by its Chief People & Legal Officer on 11/13/2025. A performance stock award vested, converting 5,773 performance stock equivalents into common shares at an exercise price of $0, increasing the officer’s direct holdings to 22,540 shares before related tax withholding. To cover tax liabilities on the vesting, 2,873 shares were withheld at a price of $18.39, leaving 19,667 common shares held directly afterward.
In a related equity grant dated 11/14/2025, the officer received 24,270 restricted stock equivalents at an exercise price of $0. These are scheduled to vest in three equal installments on 11/14/2026, 11/14/2027, and 11/14/2028, subject to continued employment, with potential accelerated vesting upon death, disability, change in control, or certain termination events. The original performance award was for 16,353 units, of which 10,580 were cancelled for not meeting performance criteria.
Edgewell Personal Care (EPC) reported insider equity activity by its CFO on a Form 4. On 11/13/2025, 2,754 performance stock equivalents were exercised at $0 and converted into common stock, while 958 shares were withheld at $18.39 to cover tax liabilities. Following these transactions, the CFO directly held 27,536 shares of common stock. In a related derivative transaction, the original performance award was 3,900 shares, of which 2,754 vested and 1,146 were cancelled based on performance criteria. On 11/14/2025, the CFO also received 26,476 restricted stock equivalents, scheduled to vest in three equal installments on 11/14/2026, 11/14/2027, and 11/14/2028, subject to continued employment or certain other events.
Edgewell Personal Care Company reported an equity award to one of its officers on Form 4. The reporting person, who serves as President, North America, received 26,476 restricted stock equivalents (RSEs) tied to Edgewell common stock on 11/14/2025 at an exercise price of $0.
According to the vesting terms, one-third of these RSEs will convert into shares of Edgewell common stock on each of 11/14/2026, 11/14/2027 and 11/14/2028, as long as the officer remains employed on those dates. All or a portion of the RSEs may vest earlier upon death, disability, a change in control, or certain termination events.
Edgewell Personal Care Co. (EPC) reported an equity award to its Chief Accounting Officer, John M. Dunham, in a Form 4 filing. On 11/14/2025, he received 3,586 restricted stock equivalents at a price of $0 per unit. These awards are scheduled to vest in three equal installments on 11/14/2026, 11/14/2027, and 11/14/2028, converting into shares of Edgewell common stock as they vest. Vesting requires continued employment on each vesting date, although all or a portion may vest earlier in cases such as death, disability, change in control, or certain termination events.
American Century entities filed a Schedule 13G/A reporting beneficial ownership in Edgewell Personal Care (EPC).
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research each report 3,950,190 shares, representing 8.5% of Edgewell’s common stock, with sole voting power 3,808,819 and sole dispositive power 3,950,190 as of 09/30/2025. American Century Capital Portfolios, Inc. reports 2,488,777 shares or 5.4%, with sole voting and dispositive power over the same amount.
The filers certify the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Edgewell Personal Care Company furnished an update on its business, announcing financial and operating results for its fourth quarter and fiscal year ended September 30, 2025. The results were disclosed via a press release attached as Exhibit 99.1.
The company noted the information was provided under Item 2.02 and is being furnished, not deemed filed under Section 18 of the Exchange Act, and will not be incorporated by reference into other filings except as expressly stated. The press release was issued on November 13, 2025.
Edgewell Personal Care Company (EPC) entered into an Asset Purchase Agreement to sell its Feminine Care segment to Essity for $340 million in cash, subject to customary adjustments for inventory, indebtedness and other items.
Closing is subject to customary conditions, including required approvals under the HSR Act, no legal restraints, accuracy of representations and warranties, and compliance with covenants. Buyer-specific conditions include no material adverse effect on the business, no ongoing substantial destruction of manufacturing facilities, and certain third‑party consents.
The agreement includes customary termination rights if the deal is not completed by May 12, 2026, with automatic extensions to August 12, 2026 and November 12, 2026 if specified regulatory approvals remain outstanding. The Company may receive a $15 million termination fee from the Buyer under certain circumstances tied to regulatory efforts. The parties expect to enter a transition services agreement at closing.
Edgewell Personal Care (EPC) reported insider transactions by its Chief Supply Chain Officer reflecting RSU vesting and tax withholding over three days. On 11/08/2025, 4,425 shares were acquired at $0 via the conversion of restricted stock equivalents, with 2,051 shares withheld for taxes at $18.83. On 11/10/2025, 2,046 shares were acquired at $0 and 949 shares were withheld at $18.83. On 11/11/2025, 1,635 shares were acquired at $0 and 758 shares were withheld at $18.57.
Following these transactions, direct ownership stood at 43,242.693 shares. The filing notes these were conversions of restricted stock equivalents and that shares were withheld to cover tax liabilities upon vesting.