Welcome to our dedicated page for NLI HOLDINGS SEC filings (Ticker: NL), 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.
NL Industries, Inc. filings document an operating company with component products and chemicals (TiO2) businesses, including CompX Security Products and Marine Components results, common stock dividends, and marketable-equity impacts. Current reports furnish quarterly and annual results under Item 2.02 and Regulation FD dividend announcements with related exhibits.
Proxy materials disclose annual meeting governance, shareholder voting matters, and Valhi, Inc.’s controlling stockholder relationship. Material-event filings also incorporate Kronos Worldwide affiliate disclosures on debt arrangements, including supplemental indentures and additional notes joinder agreements.
NLI Holdings, Inc. delivered a sharp earnings improvement in 2026. In the second quarter, net sales rose to $43.6 million and net income attributable to NLI stockholders increased to $9.0 million, or $0.18 per share, from $0.3 million, driven by stronger CompX results, positive equity earnings from Kronos Worldwide, Inc., and gains on marketable securities.
For the first six months of 2026, net sales reached $84.2 million and net income attributable to stockholders was $13.3 million, or $0.27 per share. CompX segment profit grew to $16.0 million on higher sales and better margins in both Security Products and Marine Components. NLI’s 31% interest in Kronos contributed higher TiO2 volumes and improved profitability after cost reductions. Environmental remediation accruals stood at about $13 million across roughly 27 sites.
NLI Holdings, Inc. reported net income attributable to stockholders of $9.0 million, or $0.18 per share, for the second quarter of 2026, compared with $0.3 million, or $0.01 per share, a year earlier. For the first six months of 2026, net income attributable to stockholders was $13.3 million, or $0.27 per share, versus $1.0 million, or $0.02 per share, in the first half of 2025. Results include unrealized gains on marketable equity securities of $0.5 million in Q2 2026 and $3.1 million year-to-date, compared with unrealized losses of $0.1 million and $8.6 million in the respective 2025 periods.
Component-products subsidiary CompX generated net sales of $43.6 million in Q2 2026, up from $40.3 million, and segment profit of $8.9 million, up from $6.3 million, driven by higher Security Products and Marine Components sales. NLI recognized $4.6 million of equity in earnings from Kronos Worldwide in Q2 2026 versus equity in losses of $2.8 million a year earlier. Kronos net sales were $558.1 million in Q2 2026, 13% higher than 2025, and income from operations rose to $37.6 million from $7.4 million, helped by higher TiO2 volumes, lower production costs and cost-reduction initiatives, partially offset by lower average TiO2 prices and currency headwinds that reduced operating income by about $12 million in the quarter.
The board declared a quarterly dividend of $0.10 per share, payable September 22, 2026, to stockholders of record on September 3, 2026.
NLI Holdings, Inc., formerly NL Industries, Inc., completed a corporate reorganization to change its state of incorporation from New Jersey to Delaware through a merger of the New Jersey parent into its wholly owned Delaware subsidiary. The Delaware entity, NLI Holdings, continues as the surviving corporation.
At the effective time on May 26, 2026, each outstanding share of New Jersey common stock automatically converted into one share of Delaware common stock with the same $.125 par value, and existing stock certificates continue to represent the same number of shares. The common stock remains listed on the New York Stock Exchange under the symbol “NL”.
The company’s headquarters, business, management, facilities, assets, liabilities and net worth remain the same other than costs incident to the move and Delaware franchise taxes. Following the reincorporation, stockholder rights are now governed by Delaware law, a new certificate of incorporation, and new bylaws, including an election not to be governed by the anti-takeover provisions of Section 203 of the Delaware General Corporation Law. Existing directors and officers continue in their roles, and the company has entered into updated indemnification agreements with them to reflect Delaware law.
NL Industries director Dr. R. Gerald Turner received a stock award of 6,000 common shares on May 14, 2026. The shares were issued for no cash consideration under the NL Industries, Inc. 2023 Non-Employee Director Stock Plan, reflecting routine equity-based compensation for board service.
Each share was valued at $6.67 for reporting purposes, and following this grant Dr. Turner directly holds 9,739 NL Industries common shares. This filing records a compensation-related acquisition rather than an open-market purchase or sale.
MOORE CECIL H JR reported acquisition or exercise transactions in this Form 4 filing.
NL Industries director Cecil H. Moore Jr. received a grant of 6,000 shares of common stock valued at $6.67 per share. The shares were issued for no cash consideration under the NL Industries, Inc. 2023 Non-Employee Director Stock Plan. Following this compensation award, Moore directly holds 49,550 shares of NL Industries common stock.
NL Industries Inc director Meredith W. Mendes reported an equity grant on Common Stock. She acquired 6,000 shares at a reported value of $6.67 per share under the NL Industries, Inc. 2023 Non-Employee Director Stock Plan. After this award, she directly holds 34,550 common shares.
The shares were issued for no cash consideration, indicating this was compensation rather than an open-market purchase. As a non-employee director, this type of stock award aligns her interests with other shareholders without requiring an out-of-pocket investment.
Kramer Kevin B reported acquisition or exercise transactions in this Form 4 filing.
NL Industries Inc director Kevin B. Kramer reported receiving a grant of 6,000 shares of common stock on May 14, 2026. The award was issued for no cash consideration under the NL Industries, Inc. 2023 Non-Employee Director Stock Plan as equity compensation. After this grant, Kramer directly holds 24,350 shares of NL common stock.
Harper John E reported acquisition or exercise transactions in this Form 4 filing.
NL Industries director John E. Harper received a grant of common stock as part of his board compensation. On May 14, 2026, he was awarded 6,000 shares of NL Industries common stock at a value of $6.67 per share, issued for no cash consideration under the NL Industries, Inc. 2023 Non-Employee Director Stock Plan. After this award, Harper directly holds 38,050 shares of NL Industries common stock.
Feehan Loretta J. reported acquisition or exercise transactions in this Form 4 filing.
NL Industries Inc director Loretta J. Feehan reported receiving a grant of 6,000 shares of common stock on May 14, 2026. The shares were issued for no cash consideration under the company’s 2023 Non-Employee Director Stock Plan, reflecting equity-based board compensation. Following this award, she directly holds 41,050 common shares.
NL Industries, Inc. reported the results of its 2026 annual shareholder meeting and a new dividend. Shareholders elected eight directors, each receiving at least 89.1% support from shares eligible to vote. A nonbinding advisory resolution approving executive compensation also passed with 89.1% approval.
Investors strongly backed a plan to reincorporate from New Jersey to Delaware through a merger with wholly owned subsidiary NLI Holdings, Inc., which will also become the new corporate name. The reincorporation proposal received 95.1% approval from eligible shares, including 71.6% of shares not beneficially owned by controlling stockholder Valhi, Inc.
Shareholders also approved including a provision in the new Delaware charter opting out of Section 203 of the Delaware General Corporation Law, and authorized potential adjournments if more time were needed to secure votes. Separately, the board declared a quarterly dividend of $0.10 per share, payable on June 23, 2026, to shareholders of record on June 4, 2026.