FLONYSEFood and Kindred ProductsFiscal year ends January 2
FLOWERS FOODS INC
Financials through Q2 FY2026, quarter ended Jul 18, 2026Last filing: 10-Q on Aug 20, 2026
$5.98−0.13 (-2.13%)
Close on Oct 19, 2026
- Market cap
- $1.27B
- P/E (TTM)
- 23.0
- Dividend yield
- 16.43%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
221M of 212M shares
Institutional holders
451
104 new, 71 sold out
Net institutional buying
44M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net sold $3.91M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 31,205,952 | 14.70% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 13,890,843 | 6.55% | 13G (passive) amendment | Jun 30, 2026 |
| Fuller & Thaler Asset Management, Inc. | 12,891,094 | 6.11% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FLO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,631,216 | 16.33% | $273.59M | +14,612,794 | 0.00% |
| Vanguard Portfolio Management LLC | 13,811,454 | 6.51% | $109.11M | +3,053,268 | 0.00% |
| Fuller & Thaler Asset Management, Inc. | 10,983,938 | 5.18% | $86.77M | −364,874 | 0.24% |
| Vanguard Capital Management LLC | 8,826,026 | 4.16% | $69.73M | +94,851 | 0.00% |
| State Street Corp | 8,756,329 | 4.13% | $69.17M | −3,211,278 | 0.00% |
| Quantinno Capital Management LP | 8,527,936 | 4.02% | $67.37M | +5,131,382 | 0.08% |
| Charles Schwab Investment Management Inc | 8,196,732 | 3.87% | $64.75M | +1,679,440 | 0.01% |
| Invesco Ltd. | 7,444,845 | 3.51% | $58.81M | +2,189,100 | 0.00% |
| Aqr Capital Management LLC | 7,163,993 | 3.38% | $56.60M | +2,821,864 | 0.02% |
| Gotham Asset Management, LLC | 6,650,995 | 3.14% | $52.54M | +6,174,229 | 0.12% |
| Morgan Stanley | 5,949,191 | 2.81% | $47.00M | +2,134,166 | 0.00% |
| Dimensional Fund Advisors LP | 5,264,867 | 2.48% | $41.59M | −2,280,286 | 0.01% |
| Geode Capital Management, LLC | 5,224,816 | 2.46% | $41.28M | +1,247,088 | 0.00% |
| UBS Group AG | 4,842,232 | 2.28% | $38.25M | +658,688 | 0.00% |
| Goldman Sachs Group Inc | 4,634,570 | 2.19% | $36.61M | +2,244,886 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,493,625 | 2.12% | $35.50M | +2,968,104 | 0.04% |
| FMR LLC | 3,720,124 | 1.75% | $29.39M | +3,065,518 | 0.00% |
| Two Sigma Investments, LP | 2,420,213 | 1.14% | $19.12M | +1,551,906 | 0.01% |
| Northern Trust Corp | 2,321,861 | 1.09% | $18.34M | +539,196 | 0.00% |
| Bank Of America Corp /De/ | 2,299,753 | 1.08% | $18.17M | +437,286 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 451 | 221M | 100.0% | 104 / 186 | 110 / 71 | 75M | 30M |
| Q1 2026 | 428 | 177M | 83.3% | 77 / 150 | 140 / 78 | 47M | 32M |
| Q4 2025 | 435 | 183M | 86.5% | 103 / 154 | 134 / 79 | 45M | 31M |
| Q3 2025 | 421 | 170M | 80.3% | 69 / 158 | 145 / 65 | 20M | 26M |
| Q2 2025 | 420 | 176M | 82.8% | 74 / 172 | 121 / 58 | 24M | 11M |
| Q1 2025 | 409 | 164M | 77.4% | 64 / 153 | 132 / 42 | 21M | 8M |
| Q4 2024 | 392 | 152M | 71.9% | 56 / 132 | 149 / 45 | 15M | 9M |
| Q3 2024 | 383 | 146M | 68.9% | 43 / 147 | 127 / 37 | 28M | 5M |
| Q2 2024 | 383 | 142M | 66.8% | 43 / 132 | 140 / 31 | 12M | 15M |
| Q1 2024 | 375 | 145M | 68.5% | 39 / 134 | 142 / 46 | 12M | 23M |
| Q4 2023 | 383 | 156M | 73.6% | 55 / 128 | 138 / 59 | 14M | 17M |
| Q3 2023 | 394 | 159M | 75.0% | 63 / 135 | 137 / 37 | 11M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FLO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 12,766,495 | 6.02% | $100.86M | 0.09% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 8,833,095 | 4.17% | $69.78M | 0.77% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,063,115 | 2.86% | $47.90M | 0.00% | Jun 30, 2026 |
| Invesco High Yield Equity Dividend AchieversTM ETF | 5,529,590 | 2.61% | $38.82M | 3.44% | Jul 31, 2026 |
| Schwab U.S. Dividend Equity ETF | 5,021,419 | 2.37% | $38.36M | 0.04% | May 31, 2026 |
| iShares Russell 2000 ETF | 4,960,000 | 2.34% | $39.18M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,371,320 | 2.06% | $34.53M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,771,798 | 1.31% | $21.90M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,419,667 | 1.14% | $19.12M | 0.02% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 2,145,296 | 1.01% | $16.39M | 0.18% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 2,114,984 | 1.00% | $14.85M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,036,659 | 0.96% | $16.09M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,946,671 | 0.92% | $15.38M | 0.09% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,824,108 | 0.86% | $14.41M | 0.18% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,790,807 | 0.84% | $14.15M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ryals McMullian | Chairman and CEO, Director | 2,332,035 | 1.10% | Apr 2, 2026 |
| H. Mark Courtney | Chief Brand Officer | 131,496 | 0.06% | Jun 16, 2026 |
| Diego Anthony Scaglione | Chief Financial Officer | 194,180 | 0.09% | Jun 10, 2026 |
| Stephanie B. Tillman | Chief Legal Counsel | 111,329 | 0.05% | Feb 27, 2026 |
| Terry S. Thomas | Chief Growth Officer | 123,405 | 0.06% | Feb 27, 2026 |
| Heeth Varnedoe IV | President and COO | 124,822 | 0.06% | Feb 27, 2026 |
| Thomas L. Winters | Chief Supply Chain Officer | 54,803 | 0.03% | Feb 27, 2026 |
| Cindy Cox | Chief Human Resources Officer | 45,430 | 0.02% | Feb 27, 2026 |
| David M. Roach | Chief DSD Operations Officer | 182,549 | 0.09% | Feb 27, 2026 |
| John Mark Chaffin | Chief Information Officer | 89,956 | 0.04% | Feb 27, 2026 |
| R. Steve Kinsey | Chief Financial Officer | 483,702 | 0.23% | Feb 20, 2025 |
| Thomas Caldecot Chubb III | Director | 58,921 | 0.03% | Jun 8, 2026 |
| Brigitte King | Director | 4,660 | 0.00% | Jun 1, 2026 |
| Sterling A. Spainhour Jr. | Director | 7,900 | 0.00% | Jun 1, 2026 |
| Margaret G. Lewis | Director | 100,645 | 0.05% | Jun 1, 2026 |
| Rhonda Gass | Director | 71,680 | 0.03% | Jun 1, 2026 |
| George E. Deese | Director | 3,087,536 | 1.46% | Jun 1, 2026 |
| Joanne D. Smith | Director | 9,102 | 0.00% | Jun 1, 2026 |
| James T. Spear | Director | 98,831 | 0.05% | Jun 1, 2026 |
| Edward J. Casey Jr. | Director | 42,190 | 0.02% | Jun 1, 2026 |
| William Jameson McFadden | Director | 652,487 | 0.31% | Jun 1, 2026 |
| Melvin T. Stith | Director | 59,173 | 0.03% | Jan 5, 2026 |
| C. Martin Wood Iii | Director | 7,803,729 | 3.68% | May 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| H. Mark Courtney Chief Brand Officer | Jun 15, 2026 | Award | +25,980 | – | – | 129,319 |
| Diego Anthony Scaglione Chief Financial Officer | Jun 8, 2026 | Buy | +5,000 | $7.51 | $37.55K | 194,180 |
| Thomas Caldecot Chubb III Director | Jun 4, 2026 | Option exercise | +3,710 | – | – | 58,921 |
| Thomas Caldecot Chubb III Director | May 29, 2026 | Option exercise | +9,350 | – | – | 55,211 |
| Sterling A. Spainhour Jr. Director | May 29, 2026 | Option exercise | +7,900 | – | – | 7,900 |
| William Jameson McFadden Director | May 29, 2026 | Option exercise | +9,350 | – | – | 648,131 |
| Edward J. Casey Jr. Director | May 29, 2026 | Option exercise | +9,350 | – | – | 42,190 |
| George E. Deese Director | May 29, 2026 | Option exercise | +9,350 | – | – | 2,014,340 |
| Margaret G. Lewis Director | May 29, 2026 | Option exercise | +9,350 | – | – | 100,645 |
| Ryals McMullian Chairman and CEO, Director | Apr 1, 2026 | Sale | −209,000 | $8.03 | $1.68M | 813,380 |
| H. Mark Courtney Chief Brand Officer | Feb 25, 2026 | Award | +12,857 | – | – | 109,282 |
| H. Mark Courtney Chief Brand Officer | Feb 25, 2026 | Tax withholding | −5,943 | $9.65 | $57.35K | 103,339 |
| David M. Roach Chief DSD Operations Officer | Feb 25, 2026 | Award | +10,672 | – | – | 162,208 |
| David M. Roach Chief DSD Operations Officer | Feb 25, 2026 | Tax withholding | −4,343 | $9.65 | $41.91K | 157,865 |
| Thomas L. Winters Chief Supply Chain Officer | Feb 25, 2026 | Award | +10,921 | – | – | 54,803 |
| Thomas L. Winters Chief Supply Chain Officer | Feb 25, 2026 | Tax withholding | −4,419 | $9.65 | $42.64K | 50,384 |
| John Mark Chaffin Chief Information Officer | Feb 25, 2026 | Award | +11,447 | – | – | 89,956 |
| John Mark Chaffin Chief Information Officer | Feb 25, 2026 | Tax withholding | −3,093 | $9.65 | $29.85K | 86,863 |
| Cindy Cox Chief Human Resources Officer | Feb 25, 2026 | Tax withholding | −3,070 | $9.65 | $29.63K | 45,430 |
| Cindy Cox Chief Human Resources Officer | Feb 25, 2026 | Award | +12,096 | – | – | 48,500 |
| Terry S. Thomas Chief Growth Officer | Feb 25, 2026 | Award | +34,617 | – | – | 123,405 |
| Terry S. Thomas Chief Growth Officer | Feb 25, 2026 | Tax withholding | −8,428 | $9.65 | $81.33K | 114,977 |
| Heeth Varnedoe IV President and COO | Feb 25, 2026 | Tax withholding | −7,178 | $9.65 | $69.27K | 105,822 |
| Heeth Varnedoe IV President and COO | Feb 25, 2026 | Award | +20,543 | – | – | 113,000 |
| Stephanie B. Tillman Chief Legal Counsel | Feb 25, 2026 | Tax withholding | −8,319 | $9.65 | $80.28K | 110,098 |
| Stephanie B. Tillman Chief Legal Counsel | Feb 25, 2026 | Award | +18,704 | – | – | 118,417 |
| Ryals McMullian Chairman and CEO, Director | Feb 25, 2026 | Award | +98,862 | – | – | 1,411,420 |
| Ryals McMullian Chairman and CEO, Director | Feb 25, 2026 | Tax withholding | −41,980 | $9.65 | $405.11K | 1,369,440 |
| Rhonda Gass Director | Feb 15, 2026 | Option exercise | +4,223 | – | – | 71,680 |
| Rhonda Gass Director | Feb 15, 2026 | Option exercise | +6,099 | – | – | 67,457 |
| Cindy Cox Chief Human Resources Officer | Jan 5, 2026 | Tax withholding | −663 | $10.32 | $6.84K | 36,404 |
| Cindy Cox Chief Human Resources Officer | Jan 5, 2026 | Tax withholding | −567 | $10.32 | $5.85K | 37,067 |
| David M. Roach Chief Strategic Projects Offic | Jan 5, 2026 | Tax withholding | −1,005 | $10.32 | $10.37K | 151,536 |
| David M. Roach Chief Strategic Projects Offic | Jan 5, 2026 | Tax withholding | −900 | $10.32 | $9.29K | 152,541 |
| H. Mark Courtney Chief Brand Officer | Jan 5, 2026 | Tax withholding | −1,459 | $10.32 | $15.06K | 96,425 |
| H. Mark Courtney Chief Brand Officer | Jan 5, 2026 | Tax withholding | −1,274 | $10.32 | $13.15K | 97,884 |
| Cindy Cox Chief Human Resources Officer | Jan 5, 2026 | Tax withholding | −755 | $10.32 | $7.79K | 36,235 |
| Cindy Cox Chief Human Resources Officer | Jan 5, 2026 | Tax withholding | −644 | $10.32 | $6.65K | 36,990 |
| Ryals McMullian Chairman and CEO, Director | Jan 5, 2026 | Tax withholding | −11,376 | $10.32 | $117.40K | 1,312,558 |
| Ryals McMullian Chairman and CEO, Director | Jan 5, 2026 | Tax withholding | −10,054 | $10.32 | $103.76K | 1,323,934 |
| Heeth Varnedoe IV President and COO | Jan 5, 2026 | Tax withholding | −1,740 | $10.32 | $17.96K | 94,339 |
| Heeth Varnedoe IV President and COO | Jan 5, 2026 | Tax withholding | −1,882 | $10.32 | $19.42K | 92,457 |
| Terry S. Thomas Chief Growth Officer | Jan 5, 2026 | Tax withholding | −1,476 | $10.32 | $15.23K | 88,788 |
| Terry S. Thomas Chief Growth Officer | Jan 5, 2026 | Tax withholding | −1,365 | $10.32 | $14.09K | 90,264 |
| Stephanie B. Tillman Chief Legal Counsel | Jan 5, 2026 | Tax withholding | −1,978 | $10.32 | $20.41K | 101,849 |
| Stephanie B. Tillman Chief Legal Counsel | Jan 5, 2026 | Tax withholding | −2,136 | $10.32 | $22.04K | 99,713 |
| John Mark Chaffin Chief Information Officer | Jan 5, 2026 | Tax withholding | −1,098 | $10.32 | $11.33K | 78,509 |
| John Mark Chaffin Chief Information Officer | Jan 5, 2026 | Tax withholding | −988 | $10.32 | $10.20K | 79,607 |
| Thomas L. Winters Chief Supply Chain Officer | Jan 5, 2026 | Tax withholding | −1,052 | $10.32 | $10.86K | 45,081 |
| Thomas L. Winters Chief Supply Chain Officer | Jan 5, 2026 | Tax withholding | −1,199 | $10.32 | $12.37K | 43,882 |
| Ryals McMullian Chairman and CEO, Director | Jan 4, 2026 | Award | +161,670 | – | – | 1,323,488 |
| David M. Roach Chief Strategic Projects Offic | Jan 4, 2026 | Award | +19,690 | – | – | 153,441 |
| John Mark Chaffin Chief Information Officer | Jan 4, 2026 | Award | +20,640 | – | – | 80,595 |
| H. Mark Courtney Chief Brand Officer | Jan 4, 2026 | Award | +24,570 | – | – | 99,158 |
| Diego Anthony Scaglione Chief Financial Officer | Jan 4, 2026 | Award | +60,500 | – | – | 189,180 |
| Ryals McMullian Chairman and CEO, Director | Jan 4, 2026 | Award | +172,170 | – | – | 1,333,988 |
| Stephanie B. Tillman Chief Legal Counsel | Jan 4, 2026 | Award | +35,980 | – | – | 103,827 |
| Terry S. Thomas Chief Growth Officer | Jan 4, 2026 | Award | +41,770 | – | – | 91,629 |
| Heeth Varnedoe IV President and COO | Jan 4, 2026 | Award | +48,950 | – | – | 96,079 |
| Cindy Cox Chief Human Resources Officer | Jan 4, 2026 | Award | +20,640 | – | – | 37,634 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cindy Cox Officer | Oct 8, 2026 | 4,400 | $25.94K | Oct 8, 2026 | Restricted Stock Vesting |
| Benjamin H. Griswold Iv Former Director | Jun 22, 2023 | 5,000 | $122.35K | Jun 21, 2023 | RESTRICTED STOCK AWARD |