FRANKLIN COVEY Co disclosed that Askeladden Capital Management LLC and Samir Patel jointly report beneficial ownership of 651,459 shares of Common Stock. The filing states this represents 5.3% of the class based on 11,552,552 shares outstanding as of December 31, 2025. The shares are reported with shared voting and shared dispositive power held by the reporting persons.
Franklin Covey Co. ownership filing: ROYCE & ASSOCIATES reports beneficial ownership of 1,042,625 shares of Common Stock, equal to 9.03% of the class as of 03/31/2026. Royce states these shares are held in the ordinary course of business and that one managed account, Royce Small-Cap Total Return Fund, holds 613,099 shares ( 5.31% ). The filing explains that investment discretion is exercised by Royce & Associates, LP on behalf of managed accounts and disclaims pecuniary interest and group attribution where noted.
Franklin Covey reported essentially flat quarterly revenue of $59.6M for the quarter ended February 28, 2026, but swung to a larger net loss of $1.98M, or $(0.17) per share, as restructuring and stock-based compensation costs increased.
Education Division revenue grew 16% to $17.5M, while Enterprise Division revenue slipped to $41.6M on prior-year macro headwinds and canceled government contracts. Subscription and subscription services revenue rose to $50.9M, and Adjusted EBITDA nearly doubled to $4.1M, helped by cost reductions.
For the first half, revenue was $123.7M and net loss $5.3M. Operating cash flow improved to $16.4M. The company repurchased 1.57M shares for $28.1M and ended the quarter with $13.7M in cash and full access to a $62.5M credit facility.
Franklin Covey director Robert A. Whitman reported a bona fide gift of 26,258 common shares. The transaction took place on April 7, 2026 at a reported price of $0.00 per share, reflecting that this was a charitable or personal transfer rather than a market sale.
After the gift, Whitman directly owns 681,719 common shares of Franklin Covey Co., indicating he remains a significant shareholder. Because this was a gift, it does not represent an open-market sale and provides limited insight into his view of the company’s stock.
Franklin Covey reported second quarter fiscal 2026 revenue of $59.6 million, essentially flat with last year, while posting a net loss of $2.0 million or $(0.17) per share. Despite the loss, profitability metrics and cash generation improved meaningfully.
Adjusted EBITDA nearly doubled to $4.1 million, driven by stronger performance in the Education Division, where revenue rose 16% to $17.5 million. Enterprise Division revenue declined to $41.6 million, as lower prior-year invoicing weighed on current subscription revenue, although Enterprise North America invoiced amounts grew 7% for the second quarter in a row.
Deferred revenue increased to $101.5 million, and free cash flow strengthened, with $13.2 million generated in the quarter and $9.5 million over the first half. The company repurchased approximately 947,000 shares for $17.0 million and ended the quarter with over $76 million of available liquidity while affirming full-year guidance for revenue of $265–$275 million and Adjusted EBITDA of $28–$33 million.
Franklin Covey Co ownership filing: an amendment to a Schedule 13G/A reports that The Vanguard Group holds 0 shares of Franklin Covey Co common stock, representing 0% of the class. The amendment explains an internal realignment effective January 12, 2026, causing certain Vanguard subsidiaries or divisions to report separately.
Franklin Covey Co. plans to review its second quarter 2026 financial results on a conference call scheduled for Wednesday, April 1, 2026, at 5:00 p.m. ET (3:00 p.m. MT). The results are expected to be released after the market closes that day.
Investors can join via a live webcast or by registering for phone access, including a “Call Me” option that connects directly to their phone. Registration is required for all participants. A replay of the webcast will be available on the company’s website for at least 30 days.
AllianceBernstein L.P. has filed an amended Schedule 13G reporting beneficial ownership of 1,143,853 shares of Franklin Covey Co common stock, representing 9.5% of the class as of 12/31/2025. These shares are held in discretionary investment advisory accounts for clients.
AllianceBernstein has sole voting power over 1,088,347 shares and sole dispositive power over 1,143,853 shares, with no shared voting or dispositive power. The filing states the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Franklin Covey.
Franklin Covey director Robert A. Whitman reported a transfer of 4,834 common shares on January 29, 2026. The transaction, coded "G," was recorded at a price of $0 per share. After this change, he directly beneficially owns 707,977 common shares of Franklin Covey.
Franklin Covey director Nancy R. Phillips received 5,778 common shares of the company on January 23, 2026, at a price of $0 per share. This acquisition increased her directly held stake to 20,951 common shares following the transaction. The filing characterizes the transaction as an acquisition rather than a sale, and all reported shares are held directly in her name.