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.
Dimensional Fund Advisors filed Amendment No. 18 to a Schedule 13G/A reporting beneficial ownership of 461,334 shares of Oil-Dri Corp of America common stock, representing 4.5% of the class as of 03/31/2026.
The filing states Dimensional has sole voting power over 451,171 shares and sole dispositive power over 461,334 shares. The filing clarifies these shares are owned by Dimensional-managed Funds and that Dimensional disclaims beneficial ownership.
Oil-Dri Corporation of America updated key executive and director compensation documents. On April 3, 2026, the Compensation Committee approved a second amendment to the 2005 Deferred Compensation Plan to realign who qualifies as an eligible employee or director with the company’s current salary grade structure.
The amendment also clarifies what counts as a separation from service when an employee reduces their level of services, and changes how plan earnings are credited from an annual schedule to at least quarterly. The committee also adopted updated forms of restricted stock agreements under the 2006 Long-Term Incentive Plan for Class A Common Stock, Common Stock, Class B Stock, and director awards, replacing prior forms to better reflect current company practices.
Oil-Dri Corp of America ownership filing shows The Vanguard Group reports beneficial ownership of 0 shares representing 0% of common stock. The filing states this follows an internal realignment and disaggregation “in accordance with SEC Release No. 34-39538 (January 12, 1998)”.
Oil-Dri Corp of America director Paul Hindsley sold 6,000 shares of Common Stock in an open-market transaction at a weighted average price of $63.90 per share. After this sale, he directly holds 11,000 shares. The sale was executed through multiple trades within a narrow price range.
ODC filed a Form 144 notifying an intended sale of 6,000 common shares to be sold through William Blair & Company LLC on the NYSE.
The filing lists component lots by grant or purchase dates as examples, including 2,000 shares from a 10/19/2021 stock award, 2,000 from a 12/15/2025 stock award, and open-market purchases of 212 and 2,788 shares on 07/10/2019 and 06/26/2019, respectively.
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.