Peloton Interactive, Inc. filings document formal disclosures for an operating company built around connected fitness products, subscription content, software-enabled instruction and commercial fitness equipment. Recent 8-K reports furnish quarterly operating results and financial condition updates, including GAAP and non-GAAP reconciliations, subscription metrics, revenue by business drivers, margins, adjusted EBITDA, free cash flow and debt-related measures.
The company’s regulatory record also covers executive officer transitions, advisory and compensation arrangements, executive compensation program changes, Regulation FD disclosures and annual-meeting results. Proxy materials and voting reports describe board elections, auditor ratification and Peloton’s dual-class common stock structure, including Class A and Class B voting rights.
PELOTON INTERACTIVE, INC. (PTON) reported insider equity activity by Chief Accounting Officer Saqib Baig. On August 15, 2026, multiple Restricted Stock Units (RSUs) vested and were converted into an aggregate of 80,034 shares of Class A Common Stock at no exercise cost, reflecting compensation-related equity settlement across several vesting schedules. On August 17, 2026, Baig sold 36,439 shares of Class A Common Stock at a weighted average price of $5.3634 per share, with the filing stating the sale was made solely to cover tax liabilities arising from the RSU settlements.
PELOTON INTERACTIVE, INC. (PTON) reported insider equity activity by Chief Commercial Officer Dion C. Sanders. On August 15, 2026, multiple Restricted Stock Unit (RSU) awards were settled, delivering an aggregate of 267,372 shares of Class A Common Stock to the reporting person. On August 17, 2026, 136,059 shares of Class A Common Stock were withheld at $5.63 per share to cover tax liability related to these RSU settlements. The remaining shares from the RSU vesting events were retained as directly held Class A Common Stock.
PELOTON INTERACTIVE, INC. (PTON) director Karen Boone reported selling 25,000 shares of Class A Common Stock on August 17, 2026 in an open-market transaction under a Rule 10b5-1 trading plan. The weighted average sale price was $5.3466 per share, across a price range of $5.28–$5.52. Following this sale, Boone directly holds 236,063 shares of Peloton Class A Common Stock.
Peloton Interactive Inc. (PTON) has a shareholder planning to sell 25,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on NASDAQ. The planned sale has an aggregate value of $140,750.00 and is associated with previously granted restricted stock units.
The shares trace to restricted stock unit awards dated September 6, 2023, December 6, 2023, and October 31, 2024. The filing lists no other sales of these securities during the past three months.
Nantahala Capital Management, LLC, together with Wilmot B. Harkey and Daniel Mack, reports beneficial ownership of Peloton Interactive, Inc. Class A common stock. As of June 30, 2026, they may be deemed to beneficially own 21,547,895 shares, representing 5.17% of the outstanding Class A common stock.
The reporting persons have shared voting and dispositive power over all 21,547,895 shares and no sole voting or dispositive power. The shares are held by funds and separately managed accounts under Nantahala’s control, with Messrs. Harkey and Mack as managing members of Nantahala.
DNB Asset Management reports its beneficial ownership in Peloton Interactive, Inc. Class A common stock. DNB Asset Management states that it beneficially owns 38,115,285 shares of Peloton Class A common stock, representing 9.14% of the class deemed beneficially owned.
The firm reports sole voting power and sole dispositive power over all 38,115,285 shares, with no shared voting or dispositive power. The filing is submitted as Amendment No. 1 to a Schedule 13G.
Peloton Interactive, Inc. describes a global fitness and wellness platform built around connected hardware, subscription content and apps for approximately 5.5 million Members as of June 30, 2026. The company sells bikes, treadmills, rowers and Precor commercial equipment, plus memberships across consumer and business channels.
Management highlights key risks: maintaining profitability after reporting net income in fiscal 2026, attracting and retaining subscriptions, accurately forecasting demand and managing inventory, executing multi-year restructuring plans, and competing in a crowded fitness, wellness and app market. Additional risks include product safety and recalls, reliance on a concentrated supplier and logistics base in Asia, exposure to changing U.S. tariffs, dependence on IT systems and licensed music, growing use of AI amid evolving regulation, and ongoing litigation and regulatory matters.
Peloton also outlines climate targets to cut absolute Scope 1–2 emissions 42% and certain Scope 3 emissions 25% by 2030 from a 2024 base year, a workforce of about 2,262 employees, and an intellectual property portfolio comprising hundreds of patents and trademarks supporting future product and software development.
Peloton Interactive reported Q4 and fiscal 2026 results showing a shift to profitability and stronger cash generation. For FY26, total revenue was $2,446.0 million compared with $2,490.8 million in FY25. GAAP net income was $63.2 million versus a prior-year loss, with total gross margin at 52.6%. Adjusted EBITDA reached $468.2 million, and net cash provided by operating activities was $387.6 million. Free Cash Flow was $377.6 million, which the company described as increasing $54 million or 17% year-over-year. Net Debt fell to $92.6 million from $459.4 million, reducing the Net Leverage Ratio to 0.3x.
In Q4 FY26, revenue was $607.7 million versus $606.9 million a year earlier. Connected Fitness Products revenue declined 14% year-over-year to $171.1 million, while Subscription revenue grew 7% to $436.6 million. Total gross margin improved to 56.7%, up 260 basis points year-over-year, and operating expenses decreased 12% to $263.2 million. Q4 GAAP net income was $61.6 million, and Adjusted EBITDA was $142.3 million, which the company said was negatively impacted by a $23.8 million nonrecurring accrued legal contingency related to patent litigation. Q4 Free Cash Flow was $88.7 million.
Operating metrics show headwinds in scale: Ending Paid Connected Fitness Subscriptions were 2.553 million, down 9% year-over-year, with Average Net Monthly Paid Connected Fitness Subscription Churn rising to 2.2% from 1.8%. For Q1 FY27, Peloton guides revenue of $545–$565 million (up 0.8% year-over-year at the midpoint), gross margin of about 57.0%, and Adjusted EBITDA of $135–$145 million, while expecting Ending Paid Connected Fitness Subscriptions of 2.455–2.475 million, down 9.8% year-over-year at the midpoint. Full-year FY27 revenue is projected at $2.3–$2.4 billion, a 3.9% decline at the midpoint, with gross margin around 54.0%, Adjusted EBITDA of $475–$525 million, and Free Cash Flow of at least $350 million.
Vanguard Portfolio Management filed a Schedule 13G reporting passive ownership of Peloton Interactive Inc common stock. Vanguard and certain affiliates are reported to beneficially own 24,549,783 shares, representing 5.88% of the class.
Within this position, Vanguard has sole voting power over 314,187 shares and sole dispositive power over 24,549,783 shares, with no shared voting or dispositive power. The holdings are largely for Vanguard funds and other managed accounts, which have the right to receive dividends or sale proceeds, and no single other person’s interest exceeds 5% of the class.
Peloton Interactive Chief Operating Officer Charles Peter Kirol sold 3,198 shares of Class A Common Stock on July 20, 2026, at a weighted average price of $6.4894 per share under a Rule 10b5-1 trading plan adopted May 29, 2025.
Following this sale, he directly holds 161,242 shares. Individual trade prices ranged from $6.4300 to $6.5500 per share.