Welcome to our dedicated page for Oil-Dri Corporation of America SEC filings (Ticker: ODC), 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.
Oil-Dri Corporation of America filings document regulatory disclosures for a NYSE-listed operating company that develops, manufactures and markets sorbent mineral products. Recent 8-K reports cover operating results, dividend declarations on Common Stock and Class B Stock, and material governance or compensation matters.
Proxy and annual-meeting records describe board elections, shareholder voting results, executive compensation, equity awards, and the company's dual-class capital structure, including Common Stock and Class B Stock voting rights. Other filings address compensation-plan amendments, restricted stock agreements and exhibit-based press releases used to furnish earnings and dividend information.
Oil-Dri Corporation of America announced that its Board of Directors declared quarterly cash dividends of $0.205 per share of Common Stock and $0.153 per share of Class B Stock. These dividends will be paid on May 22, 2026 to stockholders of record on May 8, 2026.
The company noted it has paid cash dividends every year since 1974 and raised them annually for twenty-two consecutive years. Oil-Dri also plans to issue its third quarter fiscal 2026 performance press release on June 8, 2026 and host a webcast on June 9, 2026.
Oil-Dri Corporation of America reported record second quarter net sales but slightly lower profits. Net sales for the quarter ended January 31, 2026 were $117.7 million, up 1% from $116.9 million a year earlier, driven by agricultural products and cat litter.
Gross profit fell to $32.3 million and gross margin declined to 27.4% from 29.5% as cost of goods sold per ton rose 4% and Winter Storm Fern disrupted operations and delayed revenue. Net income was $12.6 million versus $12.9 million, with diluted EPS of $0.87 compared with $0.89. Year-to-date net income was $28.0 million on $238.2 million of sales, and the company repurchased over 150,000 shares, ending the quarter with $46.9 million in cash.
Oil-Dri Corporation of America reported slightly softer results for the first six months of fiscal 2026. Net sales were $238.2 million, down 3% from $244.9 million a year earlier, and net income slipped 4% to $28.0 million. Diluted earnings per common share were $1.93 versus $2.01.
Second-quarter net sales edged up 1% to $117.7 million, while net income was essentially flat at $12.6 million compared with $12.9 million. Gross margin compressed as higher manufacturing costs and lower volumes reduced fixed-cost absorption, amplified by temporary plant shutdowns during Winter Storm Fern.
Business to Business sales fell 6% for the half, mainly from weaker fluids purification and animal health products, partly offset by stronger agricultural and horticultural carriers. Retail and Wholesale sales were down 1%, with modest cat litter softness offset by co-packaged and industrial growth. Operating income declined 16% to $32.6 million, but lower SG&A, favorable foreign exchange, a landfill reserve adjustment and a legal settlement supported overall earnings. Cash from operations reached $28.4 million, funding $14.8 million of capital spending, $12.4 million of share repurchases and $4.9 million of dividends, leaving $46.9 million in cash and no borrowings on the revolving credit facility.
Needham Investment Management and related parties report a 6.1% passive stake in Oil-Dri Corporation of America. They disclose beneficial ownership of 635,000 shares of Oil-Dri common stock, par value $0.10 per share, as of 12/31/2025.
The reporting persons are Needham Investment Management L.L.C., Needham Asset Management, LLC, Needham Aggressive Growth Fund, and George A. Needham. Each reports 0 shares with sole voting or dispositive power and 635,000 shares with shared voting and shared dispositive power.
All reported securities are directly owned by advisory clients of Needham Investment Management L.L.C., and the filers state the holdings were not acquired to change or influence control of Oil-Dri. They also disclaim beneficial ownership beyond their pecuniary interest.
The Vanguard Group filed an amended Schedule 13G showing beneficial ownership of 752,998 shares of Oil-Dri Corp of America common stock, representing 7.28% of the class as of the event date.
Vanguard reports shared voting power over 82,443 shares and shared dispositive power over 752,998 shares, with no sole voting or dispositive power. The securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Oil-Dri.
Vanguard notes an internal realignment effective January 12, 2026, after which certain subsidiaries or business divisions that pursue the same investment strategies are expected to report beneficial ownership separately. Vanguard’s clients, including registered investment companies and other managed accounts, have rights to dividends and sale proceeds, and no other individual client has an interest exceeding 5% of the class.
Oil-Dri Corp of America executive reports routine tax withholding transaction. VP, Ag ODC and President, Amlan, Robey Walter Wade reported that on January 20, 2026, 693 shares of Oil-Dri common stock were withheld to cover tax liabilities arising from the vesting of restricted stock under Rule 16b-3.
The shares were treated as a disposition at a price of $56.04 per share, but this reflects tax withholding rather than an open-market sale. Following this transaction, Wade beneficially owns 24,307 shares of Oil-Dri common stock directly.
Oil-Dri Corp of America officer reports tax-share withholding
Christopher B. Lamson, a Group Vice President at Oil-Dri Corp of America, reported a Form 4 transaction involving company common stock. On 01/20/2026, 3,528 shares of common stock were withheld at a price of $56.04 per share, identified with transaction code "F." The footnote explains these shares were withheld to cover tax liabilities related to the vesting of restricted stock under Rule 16b-3, rather than sold in an open-market transaction. After this withholding, Lamson beneficially owned 60,472 shares of Oil-Dri common stock in direct ownership.
Oil-Dri Corp of America director reports charitable stock gift
A director of Oil-Dri Corp of America disclosed a charitable transfer of company stock. On 12/23/2025, the insider reported a gift of 5,987 shares of Oil-Dri common stock, recorded at a price of $0 per share, reflecting that it was a non-cash, charitable transaction. Following this gift, the reporting person directly beneficially owns 52,815 shares of Oil-Dri common stock.
The filing notes that the shares were gifted to the reporting person's Ayco Charitable Foundation Donor Advised Fund, indicating the transaction was for philanthropic purposes rather than an open-market sale.
Oil-Dri Corp of America director reports charitable stock gift
A director of Oil-Dri Corp of America reported a transfer of common stock on 12/23/2025. The filing shows a transaction coded G, representing a gift of 2,000 shares of common stock at a stated price of $0, reflecting that it was a donation rather than a sale. After this gift, the director holds 1,000 shares directly and 8,000 shares indirectly through The Roeth Family Trust U/A DTD 01/15/2016. The explanation clarifies that the 2,000 shares were gifted to the reporting person's Schwab Charitable Fund.
Oil-Dri Corp of America reported that one of its directors received 1,000 shares of restricted common stock at $51.68 per share.
The award was granted on December 15, 2025 under the Oil-Dri Corporation of America 2006 Long Term Incentive Plan in a transaction described as exempt under Rule 16b-3.
These restricted shares are scheduled to vest in full on December 15, 2027, and after this grant the director beneficially owns 3,000 shares of common stock directly.