FLOWERS FOODS, INC
boothcheck covers FLOWERS FOODS, INC (FLO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Three companies make most of the packaged bread sold in America, and this is one of them: the 10-K states the ⟦"baking industry consists of Bimbo Bakeries USA (BBU), Flowers Foods, and The Campbell's Company, under the Pepperidge Farm brand"⟧, on fiscal 2025 sales of about $5.3 billion. • Volume is the problem rather than pricing: units fell 2.0% in fiscal 2025 with price and mix down a further 0.8%, and the reported sales increase came from buying Simple Mills rather than from selling more br
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410 institutional managers reported holding FLO in 13F filings for the quarter ended 2026-03-31. Together they hold about 82% of the company; the top 10 hold 46%. 60 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 42.1M shares were sold short as of the 2026-06-15 count, about 20% of shares outstanding (6.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
FLO's share count is about flat over the past five years ($120.83M of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $0.98 a share annually. Cash returned over the past three years: $612.88M in dividends and $66.81M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at FLO over the trailing three years: 2023: 3 buys totaling $256k; 2024: 1 buy totaling $118k; 2025: 4 buys totaling $207k; 2026: 1 buy totaling $38k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
FLO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-02-23 | +0.6% | -3.7% |
| 2023-11-10 | -6.8% | +9.3% |
| 2024-02-22 | -5.1% | +8.3% |
| 2024-05-17 | -4.2% | -8.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
FLO's latest 8-K filings: 2026-08-28 (items 5.03, 9.01); 2026-08-20 (items 2.02, 9.01); 2026-06-05 (items 5.02); 2026-06-02 (items 5.07); 2026-05-21 (items 2.02, 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.