JACKNasdaqRetail-Eating PlacesFiscal year ends September 27
JACK IN THE BOX INC
Financials through Q3 FY2026, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 12, 2026
$12.07−0.12 (-0.98%)
Close on Oct 19, 2026
- Market cap
- $234.87M
- P/E (TTM)
- 6.9
- Dividend yield
- 7.29%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
20M of 19M shares
Institutional holders
134
28 new, 29 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
4 buys · 40 sales
Net sold $590.63K
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 |
|---|---|---|---|---|
| Giotto Leonardo Clovis Gravier De Filippi | 945,000 | 5.00% | 13G (passive) | Aug 11, 2025 |
| Biglari, Sardar | 1,884,269 | 9.98% | 13D (active) amendment | Jan 12, 2026 |
| Callodine Capital Management, LP | 1,619,932 | 8.58% | 13G (passive) | Jun 30, 2025 |
| Daniel Mack | 1,542,715 | 8.10% | 13G (passive) | Mar 31, 2026 |
| GreenWood Investors LLC | 1,352,490 | 7.10% | 13D (active) amendment | Sep 17, 2026 |
| BlackRock, Inc. | 1,317,608 | 7.00% | 13G (passive) amendment | Sep 30, 2025 |
| Steven Wood | 1,148,016 | 6.10% | 13D (active) | Nov 17, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JACK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 3,457,318 | 18.03% | $54.66M | +1,914,603 | 0.91% |
| Callodine Capital Management, LP | 1,717,153 | 8.95% | $27.15M | −43,317 | 1.77% |
| Biglari Capital Corp. | 1,683,652 | 8.78% | $26.62M | – | 2.23% |
| BlackRock, Inc. | 1,342,305 | 7.00% | $21.22M | +60,689 | 0.00% |
| Bank Of America Corp /De/ | 1,164,421 | 6.07% | $18.41M | +541,642 | 0.00% |
| Vanguard Capital Management LLC | 826,459 | 4.31% | $13.07M | +9,814 | 0.00% |
| Allianz Asset Management GmbH | 708,001 | 3.69% | $11.19M | +201,604 | 0.01% |
| Charles Schwab Investment Management Inc | 632,368 | 3.30% | $10.00M | −63,708 | 0.00% |
| Earnest Partners LLC | 552,367 | 2.88% | $8.73M | +238,476 | 0.03% |
| Lsv Asset Management | 515,379 | 2.69% | $8.15K | −48,682 | 0.01% |
| Geode Capital Management, LLC | 486,940 | 2.54% | $7.70M | +66,188 | 0.00% |
| Goldman Sachs Group Inc | 471,816 | 2.46% | $7.46M | +373,524 | 0.00% |
| IPG Investment Advisors LLC | 469,300 | 2.45% | $7.42M | −66,996 | 1.07% |
| UBS Group AG | 443,755 | 2.31% | $7.02M | +365,161 | 0.00% |
| Raymond James Financial Inc | 411,329 | 2.14% | $6.50M | New | 0.00% |
| Two Sigma Investments, LP | 410,589 | 2.14% | $6.49M | +353,191 | 0.00% |
| State Street Corp | 393,498 | 2.05% | $6.22M | +3,185 | 0.00% |
| Manning & Napier Advisors LLC | 376,343 | 1.96% | $5.95M | – | 0.08% |
| JPMorgan Chase & Co | 366,056 | 1.91% | $6.08M | +8,262 | 0.00% |
| Envestnet Asset Management Inc | 239,609 | 1.25% | $3.79M | +118,105 | 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 | 134 | 20M | 100.0% | 28 / 53 | 33 / 29 | 6M | 2M |
| Q1 2026 | 138 | 17M | 88.8% | 25 / 39 | 55 / 40 | 4M | 4M |
| Q4 2025 | 156 | 18M | 94.7% | 34 / 35 | 66 / 36 | 3M | 4M |
| Q3 2025 | 162 | 19M | 100.0% | 30 / 53 | 56 / 50 | 3M | 8M |
| Q2 2025 | 184 | 24M | 100.0% | 37 / 71 | 47 / 51 | 6M | 4M |
| Q1 2025 | 200 | 22M | 100.0% | 34 / 71 | 60 / 38 | 3M | 2M |
| Q4 2024 | 206 | 21M | 100.0% | 36 / 69 | 64 / 31 | 3M | 2M |
| Q3 2024 | 205 | 21M | 100.0% | 35 / 70 | 75 / 38 | 5M | 2M |
| Q2 2024 | 209 | 20M | 100.0% | 38 / 74 | 69 / 47 | 3M | 3M |
| Q1 2024 | 219 | 21M | 100.0% | 30 / 59 | 89 / 27 | 2M | 2M |
| Q4 2023 | 217 | 21M | 100.0% | 36 / 76 | 71 / 25 | 3M | 2M |
| Q3 2023 | 208 | 20M | 100.0% | 37 / 63 | 83 / 37 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JACK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 587,209 | 3.06% | $9.28M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 468,268 | 2.44% | $7.40M | 0.01% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 459,621 | 2.40% | $7.27M | 0.19% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 376,706 | 1.96% | $4.69M | 0.05% | May 31, 2026 |
| Callodine Equity Income Series | 376,343 | 1.96% | $5.95M | 2.55% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 215,698 | 1.12% | $3.41M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 195,581 | 1.02% | $3.20M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 147,843 | 0.77% | $2.34M | 0.02% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 128,835 | 0.67% | $2.11M | 0.08% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 102,085 | 0.53% | $1.67M | 0.07% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 96,830 | 0.50% | $1.21M | 0.00% | May 31, 2026 |
| JPMorgan Small Cap Value Fund | 94,911 | 0.49% | $1.50M | 0.11% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 90,546 | 0.47% | $1.13M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 90,473 | 0.47% | $1.13M | 0.01% | May 31, 2026 |
| JPMorgan U.S. Small Company Fund | 76,444 | 0.40% | $1.21M | 0.11% | 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 |
|---|---|---|---|---|
| Mark James King | Exec Chairman & Interim CEO, Director | 176,278 | 0.92% | Sep 22, 2026 |
| Lance F. Tucker | DIRECTOR & CEO | 197,745 | 1.03% | Apr 8, 2026 |
| Taylor K. Montgomery | EVP, President | – | – | Sep 17, 2026 |
| Richard D. Cook | SVP, CHIEF TECHNOLOGY OFFICER | 40,130 | 0.21% | May 5, 2026 |
| Sarah L. Super | EVP, Chief Legal&Admin Officer | 51,801 | 0.27% | May 5, 2026 |
| Steven Piano | SVP, CHIEF PEOPLE OFFICER | 40,145 | 0.21% | May 5, 2026 |
| Dawn E. Hooper | EVP, Chief Financial Officer | 35,760 | 0.19% | May 5, 2026 |
| Carl Mount | SVP, CHF SUPPLY CHAIN OFFICER | 40,730 | 0.21% | May 5, 2026 |
| Ryan Lee Ostrom | EVP, Chief Cust&Digtl Officer | 79,475 | 0.41% | Dec 30, 2025 |
| Van Ingram | SVP, CHF DEVELOPMENT OFFICER | 19,356 | 0.10% | Dec 10, 2025 |
| Timothy T. Linderman | SVP, CHF DEVELOPMENT OFFICER | 25,541 | 0.13% | May 2, 2025 |
| Darin S. Harris | DIRECTOR & CEO | 142,504 | 0.74% | Dec 23, 2024 |
| Tony J. Darden | SVP, CHIEF OPERATING OFFICER | 8,052 | 0.04% | Dec 4, 2024 |
| Rachel Ruggeri | Director | – | – | Sep 29, 2026 |
| James M. Myers | Director | 50,446 | 0.26% | Sep 2, 2026 |
| Guillermo Diaz Jr | Director | 20,692 | 0.11% | May 28, 2026 |
| Eduardo Dias Luz | Director | – | – | Apr 20, 2026 |
| Michael W. Murphy | Director | 95,127 | 0.50% | Mar 4, 2026 |
| Man Wein Vivien Yeung | Director | 26,359 | 0.14% | Mar 4, 2026 |
| Alan Smolinisky | Director | 386,932 | 2.02% | Mar 4, 2026 |
| Enrique Ramirez | Director | 13,398 | 0.07% | Mar 4, 2026 |
| David Goebel | Director | 47,690 | 0.25% | Mar 4, 2026 |
| Madeleine Kleiner | Director | 34,673 | 0.18% | Mar 4, 2026 |
| Sharon Price John | Director | 12,804 | 0.07% | Dec 30, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mark James King Exec Chairman & Interim CEO, Director | Sep 22, 2026 | Sale | −5,627 | $13.61 | $76.58K | 176,278 |
| James M. Myers Director | Sep 1, 2026 | Award | +1,494 | – | – | 50,446 |
| Mark James King Exec Chairman & Interim CEO, Director | Aug 14, 2026 | Sale | −5,647 | $18.59 | $104.98K | 181,905 |
| Mark James King Exec Chairman & Interim CEO, Director | Jul 21, 2026 | Sale | −5,626 | $14.70 | $82.70K | 187,552 |
| Mark James King Exec Chairman & Interim CEO, Director | Jun 18, 2026 | Sale | −5,911 | $12.53 | $74.06K | 193,178 |
| James M. Myers Director | Jun 1, 2026 | Award | +2,196 | – | – | 48,952 |
| Guillermo Diaz Jr Director | May 28, 2026 | Buy | +5,962 | – | – | 20,692 |
| Guillermo Diaz Jr Director | May 28, 2026 | Buy | +5,962 | $11.51 | $68.62K | 20,692 |
| Mark James King Exec Chairman & Interim CEO, Director | May 12, 2026 | Award | +186,901 | – | – | 199,089 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | May 4, 2026 | Sale | −1,025 | $12.10 | $12.40K | 40,130 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | May 4, 2026 | Sale | −922 | $12.10 | $11.16K | 40,145 |
| Dawn E. Hooper EVP, Chief Financial Officer | May 4, 2026 | Sale | −738 | $12.10 | $8.93K | 35,760 |
| Carl Mount SVP, CHF SUPPLY CHAIN OFFICER | May 4, 2026 | Sale | −1,142 | $12.10 | $13.82K | 40,730 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | May 4, 2026 | Sale | −1,841 | $12.10 | $22.28K | 51,801 |
| Lance F. Tucker DIRECTOR & CEO | Apr 7, 2026 | Tax withholding | −4,889 | $10.96 | $53.58K | 197,745 |
| Mark James King Director | Mar 3, 2026 | Award | +12,188 | – | – | 12,188 |
| Madeleine Kleiner Director | Mar 3, 2026 | Award | +8,235 | – | – | 34,673 |
| Enrique Ramirez Director | Mar 3, 2026 | Award | +8,235 | – | – | 13,398 |
| James M. Myers Director | Mar 3, 2026 | Award | +8,235 | – | – | 45,401 |
| Michael W. Murphy Director | Mar 3, 2026 | Award | +8,235 | – | – | 85,927 |
| Alan Smolinisky Director | Mar 3, 2026 | Award | +8,235 | – | – | 197,584 |
| Guillermo Diaz Jr Director | Mar 3, 2026 | Award | +8,235 | – | – | 14,730 |
| Man Wein Vivien Yeung Director | Mar 3, 2026 | Award | +8,235 | – | – | 26,359 |
| David Goebel Director | Mar 3, 2026 | Award | +8,235 | – | – | 47,690 |
| James M. Myers Director | Mar 2, 2026 | Award | +1,355 | – | – | 46,756 |
| Lance F. Tucker DIRECTOR & CEO | Feb 27, 2026 | Tax withholding | −1,434 | $16.92 | $24.26K | 202,634 |
| Lance F. Tucker DIRECTOR & CEO | Jan 28, 2026 | Sale | −1,472 | $21.83 | $32.13K | 204,068 |
| Lance F. Tucker DIRECTOR & CEO | Jan 28, 2026 | Sale | −1,678 | $21.83 | $36.63K | 205,540 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 30, 2025 | Sale | −434 | $19.46 | $8.45K | 53,642 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 30, 2025 | Sale | −581 | $19.46 | $11.31K | 79,475 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 30, 2025 | Sale | −254 | $19.46 | $4.94K | 41,067 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 30, 2025 | Sale | −292 | $19.46 | $5.68K | 41,155 |
| Alan Smolinisky Director | Dec 19, 2025 | Option exercise | +20,000 | $22.50 | $450.00K | 160,646 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 17, 2025 | Sale | −315 | $20.27 | $6.39K | 80,056 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 17, 2025 | Sale | −163 | $20.27 | $3.30K | 41,321 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 17, 2025 | Sale | −211 | $20.27 | $4.28K | 54,076 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 17, 2025 | Sale | −177 | $20.27 | $3.59K | 41,447 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 19,356 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 10, 2025 | Award | +21,647 | – | – | 36,498 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 41,484 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 10, 2025 | Award | +14,431 | – | – | 41,624 |
| Carl Mount SVP, CHF SUPPLY CHAIN OFFICER | Dec 10, 2025 | Award | +23,090 | – | – | 41,872 |
| Lance F. Tucker DIRECTOR & CEO | Dec 10, 2025 | Award | +122,663 | – | – | 207,218 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 10, 2025 | Award | +28,862 | – | – | 80,371 |
| Sarah L. Super EVP, Chief Legal&Admin Officer | Dec 10, 2025 | Award | +21,647 | – | – | 54,287 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 9, 2025 | Sale | −127 | $19.06 | $2.42K | 4,925 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 9, 2025 | Sale | −236 | $19.06 | $4.50K | 14,851 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 3, 2025 | Sale | −512 | $19.08 | $9.77K | 15,087 |
| Dawn E. Hooper EVP, Chief Financial Officer | Dec 3, 2025 | Sale | −179 | $19.08 | $3.42K | 15,599 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −470 | $19.08 | $8.97K | 27,053 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −263 | $19.08 | $5.02K | 27,523 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Sale | −758 | $19.08 | $14.46K | 27,786 |
| Steven Piano SVP, CHIEF PEOPLE OFFICER | Dec 3, 2025 | Award | +2,812 | – | – | 28,544 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −541 | $19.08 | $10.32K | 27,193 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −378 | $19.08 | $7.21K | 27,734 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Sale | −868 | $19.08 | $16.56K | 28,112 |
| Richard D. Cook SVP, CHIEF TECHNOLOGY OFFICER | Dec 3, 2025 | Award | +2,812 | – | – | 28,980 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 3, 2025 | Sale | −147 | $19.08 | $2.80K | 5,256 |
| Van Ingram SVP, CHF DEVELOPMENT OFFICER | Dec 3, 2025 | Sale | −204 | $19.08 | $3.89K | 5,052 |
| Ryan Lee Ostrom EVP, Chief Cust&Digtl Officer | Dec 3, 2025 | Sale | −1,278 | $19.08 | $24.38K | 51,509 |
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 |
|---|---|---|---|---|---|
| Mount Carl Officer | Aug 19, 2026 | 2,220 | $38.85K | Aug 19, 2026 | Restricted Stock |
| Michael W. Murphy Director | Mar 13, 2024 | 1,332 | $96.68K | Mar 13, 2024 | RESTRICTED STOCK |
| Sarah L. Super Officer | May 18, 2023 | 3,500 | $328.64K | May 18, 2023 | STOCK OPTION EXERCISE |