Welcome to our dedicated page for Marzetti Co SEC filings (Ticker: MZTI), 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.
The Marzetti Company (Nasdaq: MZTI) files reports and disclosures with the U.S. Securities and Exchange Commission as an Ohio corporation in the packaged foods industry. These SEC filings provide detailed information on the company’s financial condition, operating performance, governance, and shareholder matters across its Retail and Foodservice segments.
On this page, you can access The Marzetti Company’s Forms 10-K and 10-Q, which include consolidated financial statements, segment data for Retail and Foodservice, discussions of cost of sales, gross profit, selling, general and administrative expenses, restructuring and impairment charges, and non-GAAP reconciliations such as Adjusted Consolidated Net Sales, Adjusted Foodservice Net Sales, Adjusted Gross Profit, Adjusted Gross Margin, and Adjusted Operating Income. These documents also describe items like temporary supply agreements related to acquisitions and initiatives to optimize the manufacturing network.
The company’s Form 8-K filings provide timely updates on material events. Recent 8-Ks have reported quarterly and annual financial results, dividend decisions by the Board of Directors, the approval of The Marzetti Company 2025 Omnibus Incentive Plan, shareholder voting outcomes on director elections and executive compensation, and the ratification of the independent registered public accounting firm. These filings offer insight into governance practices, equity incentive structures, and shareholder engagement.
In addition, investors can review proxy-related disclosures referenced in filings for details on proposals presented at annual meetings. Insider transaction reports on Form 4, when filed, allow users to monitor changes in ownership by directors and officers. With real-time updates from EDGAR and AI-powered summaries, this page helps users interpret complex filings by highlighting key figures, segment trends, major corporate actions, and the implications of non-GAAP adjustments for MZTI.
Marzetti Company/The: Amendment No. 11 to a Schedule 13G/A states that The Vanguard Group reports 0 shares and 0% beneficial ownership of Common Stock following an internal realignment. The filing cites SEC Release No. 34-39538 and says certain Vanguard subsidiaries will report separately after the January 12, 2026 realignment; the amendment is signed on 03/27/2026.
The Marzetti Company entered into a First Amendment to its Credit Agreement to expand borrowing capacity and fund a planned acquisition. The amendment increases the revolving loan commitment from $150 million to $200 million and adds a new $200 million term loan to finance the previously reported acquisition of the Japanese Barbecue Sauce brand Bachan’s, Inc.
The total credit availability may be expanded by an additional $200 million, subject to consent of the administrative agent, incremental lenders and other conditions. The term loan will mature five years after it is made, with a springing maturity of March 6, 2029 if certain extension conditions for the revolving facility are not satisfied by December 6, 2028.
MARZETTI CO director files initial ownership report
MARZETTI CO director Gregory L. Hughes has filed a Form 3, which is the initial statement of beneficial ownership of securities for company insiders. This filing establishes his status as a reporting person but does not list any specific share transactions or holdings in the provided data.
The Marzetti Company appointed Greg Hughes, President and CEO of Suntory Global Spirits, to its Board of Directors as a Class I director, serving until the 2026 annual meeting. He will receive a $75,000 annual cash retainer and restricted stock units valued at about $135,000.
The Board also declared a quarterly cash dividend of $1.00 per common share, payable March 31, 2026 to shareholders of record on March 6, 2026. This maintains the higher level set three months earlier and supports an indicated annual payout of $3.95 per share, up from $3.75 in fiscal 2025, marking 63 consecutive years of increased regular cash dividends and the 251st straight quarterly dividend, with about 27,423,000 common shares outstanding.
The Marzetti Company reported higher earnings for the quarter ended December 31, 2025 while outlining a major acquisition. Quarterly net sales rose 1.7% to $517.9 million, and net income increased 20.6% to $59.1 million, or $2.15 per diluted share.
For the first six months, net sales grew 3.6% to $1.01 billion and net income rose 13.4% to $106.3 million, or $3.86 per diluted share. Gross profit improved on cost savings and inflationary pricing, though operating margin dipped slightly due to higher marketing spend and $2.8 million of restructuring and impairment charges tied to closing the Milpitas facility and equipment write-downs.
Foodservice drove growth, aided by a temporary supply agreement from the Atlanta plant acquisition, while Retail saw softer volumes despite strong frozen garlic bread and licensed products. The company ended the period with $201.6 million in cash and no borrowings under its $150 million credit facility, and subsequently agreed to acquire Bachan’s, Inc. for $400 million, to be funded with cash on hand and additional financing.
The Marzetti Company filed an 8-K describing quarterly news and a major acquisition. The company issued press releases on February 3, 2026 covering its results for the three and six months ended December 31, 2025 and details about a new deal.
Marzetti entered a definitive agreement on February 2, 2026 to acquire Bachan’s, Inc., a rapidly growing Japanese Barbecue Sauce brand known for authentic, clean-label products. The purchase price is $400 million, funded with cash on hand and additional financing. Closing is expected before the fiscal year end of June 30, 2026, subject to regulatory approvals and customary conditions.
Marzetti Co director Robert L. Fox reported a gift of 230 shares of common stock on January 5, 2026, at a stated price of $0.0000 per share. After this transfer, the Form 4 shows 245,652 common shares held directly. It also lists indirect holdings of 53,273 shares by his spouse and 8,599 shares held by the Robert Fox Family Exempt Trust. The filing states that the reporting person disclaims beneficial ownership of the reported securities, which means the shares may be attributed to related parties or entities rather than to him personally.
Marzetti Co (MZTI) director reported equity movements on November 20, 2025. The director reported a gift of 1,820 shares of common stock at a price of $0.0000 per share, after which 245,882 shares of common stock were held directly, 53,273 shares were held indirectly by a spouse, and 8,599 shares were held indirectly through the Robert Fox Family Exempt Trust.
The filing also shows an award of 786 restricted stock units, each representing a contingent right to receive one share of Marzetti common stock, with both the exercisable and expiration date listed as November 11, 2026. The reporting person disclaims beneficial ownership of the reported securities, and the form is filed for one reporting person in the capacity of director.
Marzetti Co (MZTI) reported an equity award to a director in the form of restricted stock units. On 11/20/2025, the reporting person acquired 786 restricted stock units, each representing a contingent right to receive one share of Marzetti Co common stock. The units are shown as directly owned and are scheduled to become exercisable on 11/11/2026, with the same date listed as the expiration date. The transaction is reported on a Form 4 as a derivative security with an exercise price of $0.0000, reflecting that no cash payment is required to convert the units into shares.
MARZETTI CO (MZTI) reported an insider equity grant on a Form 4. A company director received 786 restricted stock units on 11/20/2025. Each restricted stock unit represents a contingent right to receive one share of the company’s common stock. The derivative security is shown with an exercise price of $0.0000 and is listed as directly owned. The RSUs become exercisable on 11/11/2026 and expire on the same date. The filing was submitted for a single reporting person, signed by an attorney-in-fact.