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 Corp of America (ODC) lists General Counsel & Secretary Anthony William Parker as directly holding 14,526 shares of Common Stock as of October 7, 2026. The reported holdings include 11,000 restricted shares granted pursuant to the company’s 2006 Long Term Incentive Plan.
Oil-Dri Corporation of America reported fourth-quarter fiscal 2026 net sales of $129.292 million, up 3% year over year, and net income of $14.418 million, up 10%. Diluted common EPS was $1.00, versus $0.89. For the year ended July 31, 2026, sales reached an all-time high of $493.844 million, up 2%, while net income was $56.969 million, up 6%; diluted common EPS rose 6% to $3.92.
Annual gross profit was $137.510 million, down 4%, and gross margin declined to 27.8% from 29.5%; higher domestic cost of goods sold included a 4% rise in per-ton costs. Operating cash flow was $80.106 million, and cash and cash equivalents were $73.700 million at July 31, 2026. During the year, the company reported $34.209 million in capital expenditures, $12.574 million in treasury-stock purchases and $10.376 million in dividends paid. The board declared quarterly cash dividends of $0.225 per common share and $0.168 per Class B share, payable November 20, 2026, to holders of record at the close of business November 6, 2026. It also appointed Anthony W. Parker, Vice President, General Counsel & Secretary, as an executive officer.
Oil-Dri Corporation of America reported FY2026 net sales of $493.844 million, compared with $485.572 million in FY2025, and net income of $56.969 million, versus $53.996 million. Diluted earnings per Common Stock share were $3.92, up from $3.70. Retail and Wholesale sales rose 4% to $313.646 million, while Business to Business sales fell 1% to $180.198 million; Business to Business operating income declined 7% to $55.348 million. Walmart and its affiliates accounted for 18% of total sales, compared with 19% in FY2025.
Net cash provided by operating activities was $80.106 million, and cash and cash equivalents were $73.7 million as of July 31, 2026. Oil-Dri used $12.574 million for share repurchases and paid $10.376 million in dividends during FY2026. It had remaining repurchase authority for 171,909 Common Stock shares and 208,197 Class B Stock shares as of July 31, 2026. On October 7, 2026, amendments increased aggregate Shelf Notes principal capacity from $75 million to $150 million and the credit line from $45 million to $75 million.
Oil-Dri Corporation of America amended its BMO revolving credit agreement and Prudential note purchase agreement. The BMO revolving line now permits borrowing of up to $100 million, versus up to $75 million, and its accordion provision allows an increase by up to the greater of an additional $125 million and 100% of Consolidated EBITDA, subject to the amendment’s terms and conditions. The termination date is October 7, 2031, pricing was reduced by expanding the debt-to-earnings ratio, and certain covenant thresholds were increased or removed, including removal of the $100 million cumulative permitted acquisitions threshold.
The Prudential amendment extends the period for issuing and selling Shelf Notes through October 7, 2029, and increases the aggregate principal amount affiliates may purchase, at Prudential’s discretion and upon Oil-Dri’s request, from $75 million to $150 million, less Notes outstanding and Shelf Notes accepted for purchase. Both amendments add restrictive covenants. The BMO agreement restricts dividends, distributions and share repurchases except when Oil-Dri is not in default and under certain other circumstances.
Oil-Dri Corporation of America has a significant shareholder group led by American Century entities and the Stowers Institute for Medical Research. As of 06/30/2026, American Century Investment Management, Inc. (ACIM), American Century Companies, Inc. (ACC), and the Stowers Institute collectively report beneficial ownership of 527,872 shares of Oil-Dri common stock, representing 5.2% of the class.
ACIM, ACC, and the Stowers Institute each report sole voting and sole dispositive power over the same 527,872 shares, with no shared voting or dispositive power. Various ACIM-advised investment companies and institutional accounts are entitled to dividends and sale proceeds from these shares, but no single client advised by ACIM owns more than 5% of the class. The Stowers Institute is identified as the control entity of ACC, and ACIM is a wholly owned subsidiary of ACC.
Oil-Dri Corporation of America reported a strong third quarter of fiscal 2026 and increased shareholder returns. For the quarter ended April 30, 2026, net sales rose 9% to $126.3M, while net income grew 25% to $14.5M. Diluted EPS for Common Stock increased to $1.00 from $0.80, and EBITDA reached $23.8M, up 17%.
Gross margin softened to 26.7% from 28.6% as per ton domestic cost of goods sold rose 6%, but SG&A fell 13%, lifting operating income 23% to $17.1M. Retail & Wholesale delivered record net sales of $82.5M, up 13%, while Business to Business sales increased 3% to $43.8M. The Board raised the quarterly dividend to $0.225 per Common share and $0.168 per Class B share, about a 10% increase and the 23rd consecutive annual dividend raise, and authorized repurchases of up to 500,000 additional Common shares. Cash and cash equivalents were $62.9M as of April 30, 2026, and book value per share was $20.49.
Oil-Dri Corporation of America reported modest year-to-date growth with some margin pressure but a stronger third quarter. For the nine months ended April 30, 2026, net sales were $364.6 million, up 1%, while net income rose 4% to $42.6 million. Gross margin narrowed to 27.8% from 30.0% as per-ton manufacturing costs increased, mainly from higher labor, repairs, materials and natural gas.
Third-quarter results were more robust: net sales climbed 9% to $126.3 million and net income increased 25% to $14.5 million, driven largely by higher cat litter volumes in the Retail and Wholesale segment and growth in agricultural and animal health products. Cash and cash equivalents reached $62.9 million with strong operating cash flow of $53.2 million, while long-term debt stayed relatively stable and no borrowings were outstanding on the revolving credit facility.
Oil-Dri Corp of America ownership disclosure: Vanguard Capital Management reports beneficial ownership of 519,890 shares of Common Stock, representing 5.07% of the class. The filing shows sole voting power for 76,346 shares and sole dispositive power for 519,890 shares.
The disclosure is made on a Schedule 13G and lists affiliates and funds through which Vanguard exercises dispositive authority; the signature is dated 04/30/2026.
Oil-Dri Corp of America director Ellen-Blair Chube sold shares in an open-market transaction. On April 22, 2026, she sold 1,390 shares of common stock at a weighted average price of $73.06 per share, executed in multiple trades between $72.865 and $73.11. Following the sale, she directly holds 8,930 shares of Oil-Dri common stock.