RGC Resources Inc. filings document the company’s Virginia natural gas utility business, consolidated operating results and corporate governance matters. Recent Form 8-K disclosures include earnings releases, Regulation FD presentation materials, and other event reports related to quarterly performance, utility margins, rate-related commentary and company operations.
The filing record also covers capital-structure matters for Roanoke Gas Company, including revolving credit and private shelf agreement amendments, direct financial obligations, borrowing limits and debt covenants. Proxy and shareholder-vote filings document director elections, auditor ratification, equity-plan share authorization, executive compensation votes and board governance for RGCO.
RGC Resources, Inc. is holding a conference call with analysts to discuss operating results for its first quarter of fiscal 2026, which ended on December 31, 2025. The presentation used on the call is provided as Exhibit 99.1 to this report.
The company notes this earnings webcast presentation is being furnished, not filed, under securities law, meaning it is not automatically subject to certain liabilities or incorporated into other securities filings unless specifically referenced.
RGC Resources reported higher revenue but slightly lower profit for the three months ended December 31, 2025. Operating revenues rose about 11% to $30.3 million, driven by higher gas costs passed through to customers, increased residential and commercial usage, and more SAVE and renewable natural gas (RNG) rider revenue.
Gross utility margin was roughly flat at $15.7 million as a $271,000 SAVE revenue increase and $96,000 more RNG revenue were offset by an $819,000 decline in weather normalization (WNA) revenue. Net income declined to $4.9 million from $5.3 million, and diluted EPS slipped to $0.47 from $0.51 as operations and maintenance expenses climbed 11% amid inflationary pressures.
The company continues to invest in utility infrastructure and its small stake in the Mountain Valley Pipeline ventures, funded partly with long‑term debt and a renewed $30 million credit line. After quarter‑end, extreme cold and gas price spikes created an $8–$10 million purchased gas under‑collection expected to be recovered from customers over 12 to 18 months through the PGA mechanism.
RGC Resources, Inc. reported first quarter 2026 earnings of $4.9 million, or $0.47 per diluted share, for the quarter ended December 31, 2025, down from $5.3 million, or $0.51, a year earlier. Operating revenues rose to $30.3 million from $27.3 million, but higher personnel, IT, property tax and depreciation costs more than offset this growth, partly mitigated by lower interest expense.
The company filed a rate case in early December seeking $4.3 million in additional annualized revenue, with interim rates effective January 1, 2026 subject to refund after State Corporation Commission review. The quarterly cash dividend increased to $0.2175 per share from $0.2075. Utility property, net, was $277.0 million and total assets were $341.0 million as of December 31, 2025, with stockholders’ equity of $116.4 million.
RGC Resources director Frank Russell Ellett reported acquiring additional common stock in the company. On February 2, 2026, he received 471.047 shares of RGC Resources common stock at $22.22 per share, increasing his direct holdings to 13,561.305 shares.
The filing explains that these shares were issued under the Restricted Stock Plan for Outside Directors, reflecting stock-based compensation, and that his total also includes 71.667 shares purchased the same day through dividends reinvested in the company’s Dividend Reinvestment and Stock Purchase Plan.
RGC Resources, Inc. (RGCO) insider activity: Senior Vice President and Secretary Lawrence T. Oliver reported buying 9.001 shares of RGC Resources common stock on 02/02/2026 at a price of $22.22 per share. The purchase was made with an optional cash contribution under the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan.
After this transaction, Oliver beneficially owned 29,768.188 shares of common stock. This total includes 136.084 shares and 123.308 restricted shares acquired the same day through dividends reinvested in the company’s dividend reinvestment plan and restricted stock plan. He also directly holds employee stock options to purchase common stock, with exercise prices of $27.87, $22.93, $19.90, and $16.62, covering 5,000, 3,000, 1,000, and 5,000 options, respectively.
RGC Resources VP of Human Resources Christen Brooke Miles reported a small open-market purchase of company stock. On February 2, 2026, Miles bought 4.5 shares of common stock at $22.22 per share, increasing direct holdings to 9,722.988 shares.
The filing notes these shares were bought using an optional cash contribution under the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. The reported total includes 19.540 shares acquired through dividend reinvestment in that plan and 74.667 restricted shares acquired the same day through dividend reinvestment in the Restricted Stock Plan.
RGC Resources director Elizabeth A. McClanahan acquired additional common stock through a company equity plan. On 02/02/2026, she received 94.21 shares of common stock at $22.22 per share under the Restricted Stock Plan for Outside Directors, based on her election to receive shares.
Her beneficial ownership increased to 4,569.148 common shares held directly after this transaction. This total includes 43.378 restricted shares purchased the same day through dividends that were reinvested in the same outside directors’ restricted stock plan.
RGC Resources vice president of field operations Thomas Patrick Furcron reported buying additional company stock through company share plans. On February 2, 2026, he purchased 19.352 shares of common stock at $22.22 per share via an optional cash contribution under the Dividend Reinvestment and Stock Purchase Plan.
After these transactions, he beneficially owned 3,846.172 shares of RGC Resources common stock directly. This total includes 13.569 shares and 23.526 restricted shares acquired the same day through dividends reinvested under the company’s dividend reinvestment and restricted stock plans.
RGC Resources director Thomas J. Crawford reported acquiring additional company stock through a board compensation plan. On 02/02/2026, he received 119.712 shares of common stock at $22.22 per share under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Following this grant, he beneficially owns 13,975.602 common shares in total, held directly. This amount includes 90.692 restricted shares purchased the same day through dividends reinvested in the same outside directors’ restricted stock plan.
RGC Resources director Abney S. Boxley III received additional company stock through a board compensation plan. On 02/02/2026, he acquired 303.78 shares of common stock at $22.22 per share, issued under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc.
After this transaction, he beneficially owned 68,014.699 shares, including 67,639.699 shares owned directly, 506.858 restricted shares purchased the same day through dividend reinvestment in the directors’ plan, and 375 shares held indirectly under UTMA for his child.