NACCO Industries declares quarterly dividend and new $20M repurchase

Rhea-AI Filing Summary

NACCO Industries, Inc. (NC) announced that its Board of Directors declared a regular quarterly cash dividend of 25.25 cents per share. The dividend applies to both the Class A and Class B common stock and will be paid on December 15, 2025 to stockholders of record at the close of business on December 1, 2025.

The Board also approved a new stock repurchase program under which NACCO may repurchase up to $20 million of its outstanding Class A common stock through December 31, 2027. This authorization replaces the company’s prior repurchase program, which would have expired on December 31, 2025, and continues NACCO’s practice of returning capital to shareholders.

Insights

Equity Capital Allocation Analyst

NACCO pairs a steady dividend with a refreshed $20M buyback plan.

NACCO Industries is maintaining its pattern of cash returns by declaring a regular quarterly dividend of 25.25 cents per share on both Class A and Class B common stock. The payment date is December 15, 2025, with shareholders needing to be on record by December 1, 2025, which clarifies the timing for when holders must own the shares to receive this cash payout.

Alongside the dividend, the company’s Board approved a new stock repurchase program authorizing up to $20 million of Class A common stock repurchases through December 31, 2027. This program replaces a previous authorization that would have expired on December 31, 2025, indicating a continued willingness to retire shares over multiple years. The actual impact on share count and trading dynamics will depend on how aggressively NACCO uses the authorization over the life of the program.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

0000789933false00007899332025-11-182025-11-18

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

 _______________________________________________________________________________________________________________________________________________________________________________________________________

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported):

November 18, 2025

NACCO INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Delaware

1-9172

34-1505819

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

22901 Millcreek Blvd

Suite 600

Cleveland,

Ohio

44122

(Address of principal executive offices)

(Zip code)

(440)

229-5151

(Registrant's telephone number, including area code)

N/A

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act

Title of each class

Trading Symbol

Name of each exchange on which registered

Class A Common Stock, $1 par value per share

NC

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter):

Emerging growth company       ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.     ☐

Item 8.01 Other Events.

On November 18, 2025, NACCO Industries, Inc.® (the “Company”) issued a press release announcing that the Board of Directors declared a regular quarterly cash dividend of 25.25 cents per share and announced a new stock repurchase program.

The dividend is payable on both the Class A and Class B Common Stock, and will be paid December 15, 2025 to stockholders of record at the close of business on December 1, 2025.

NACCO's Board of Directors approved a stock repurchase program under which NACCO may repurchase up to $20 million of the Company’s outstanding Class A Common Stock through December 31, 2027. This program replaces the Company’s previous repurchase program, which would have expired on December 31, 2025.

A copy of the Company’s press release announcing the quarterly dividend is attached hereto as Exhibit 99 and incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.

The following exhibit is filed herewith:

(d) Exhibits
99						NACCO Industries, Inc. declares quarterly dividend.
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

    Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date:

November 18, 2025

NACCO INDUSTRIES, INC.

By:

/s/ Elizabeth I. Loveman

Elizabeth I. Loveman

Senior Vice President and Controller

FAQ

What dividend did NACCO Industries (NC) declare in this 8-K?

NACCO Industries declared a regular quarterly cash dividend of 25.25 cents per share, payable on both its Class A and Class B common stock.

When will NACCO Industries pay the newly declared dividend?

The dividend will be paid on December 15, 2025 to stockholders of record at the close of business on December 1, 2025.

What is the size of NACCO Industries' new stock repurchase program?

The Board approved a new stock repurchase program under which NACCO may repurchase up to $20 million of its outstanding Class A common stock.

How long will NACCO's new stock repurchase authorization remain in effect?

The new repurchase program allows NACCO to buy back Class A common stock through December 31, 2027.

What happened to NACCO Industries' previous stock repurchase program?

The new authorization replaces the prior repurchase program, which otherwise would have expired on December 31, 2025.

Which NACCO share classes are affected by the dividend and buyback?

The 25.25 cent dividend applies to both Class A and Class B common stock, while the $20 million repurchase authorization applies to the company’s outstanding Class A common stock only.