JACK IN THE BOX INC
JACK · Retail-Eating Places · 19.1M shares · -6%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $79M (gross $90M, SBC $11M)
Reference price $12.53 · est. market cap ~$239M — last insider sale, 2026-06-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52Struggling QSR franchisor with negative operating margins and falling sales, mid-restructuring via the Del Taco sale.
Strengths
- Positive FCF $74M (67th pct) and OCF margin 11.1% (61st pct); 93% franchised model
- Net income growth +120% off a low base and a 'Jack on Track' deleveraging plan
Risks
- Negative operating margin -1.2% and net margin -5.5% (impairments); revenue down 6.7% (9th pct)
- High leverage (current ratio 0.51) and heavy California/Texas geographic concentration
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-1.2%
Net margin
-5.5%
Return on equity
8.6%
Return on assets
-3.1%
Revenue growth (QoQ)
36.1%
Current ratio
0.5×
Free cash flow
$74M
EBITDA
$40M
Tangible book value
-$1.1B
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-18 | King Mark James | Sell | 5.9K | $12.53 |
| 2026-06-01 | MYERS JAMES M | Grant | 2.2K | — |
| 2026-05-28 | DIAZ GUILLERMO JR | Buy | 6.0K | $11.51 |
| 2026-05-28 | DIAZ GUILLERMO JR | Buy | 6.0K | — |
| 2026-05-12 | King Mark James | Grant | 187K | — |
| 2026-05-04 | SUPER SARAH L | Sell | 1.8K | $12.10 |
| 2026-05-04 | Piano Steven | Sell | 922 | $12.10 |
| 2026-05-04 | HOOPER DAWN E | Sell | 738 | $12.10 |
| 2026-05-04 | MOUNT CARL | Sell | 1.1K | $12.10 |
| 2026-05-04 | COOK RICHARD D | Sell | 1.0K | $12.10 |
| 2026-04-07 | Tucker Lance F. | Tax withheld | 4.9K | $10.96 |
| 2026-03-03 | GOEBEL DAVID | Grant | 8.2K | — |
| 2026-03-03 | Smolinisky Alan | Grant | 8.2K | — |
| 2026-03-03 | DIAZ GUILLERMO JR | Grant | 8.2K | — |
| 2026-03-03 | Ramirez Enrique | Grant | 8.2K | — |
| 2026-03-03 | King Mark James | Grant | 12K | — |
| 2026-03-03 | YEUNG MAN WEIN VIVIEN | Grant | 8.2K | — |
| 2026-03-03 | MURPHY MICHAEL W | Grant | 8.2K | — |
| 2026-03-03 | KLEINER MADELEINE | Grant | 8.2K | — |
| 2026-03-03 | MYERS JAMES M | Grant | 8.2K | — |
| 2026-03-02 | MYERS JAMES M | Grant | 1.4K | — |
| 2026-02-27 | Tucker Lance F. | Tax withheld | 1.4K | $16.92 |
| 2026-01-28 | Tucker Lance F. | Sell | 1.7K | $21.83 |
| 2026-01-28 | Tucker Lance F. | Sell | 1.5K | $21.83 |
| 2025-12-30 | SUPER SARAH L | Sell | 434 | $19.46 |
| 2025-12-30 | Ostrom Ryan Lee | Sell | 581 | $19.46 |
| 2025-12-30 | Piano Steven | Sell | 254 | $19.46 |
| 2025-12-30 | COOK RICHARD D | Sell | 292 | $19.46 |
| 2025-12-19 | Smolinisky Alan | Option exercise | 20K | $22.50 |
| 2025-12-17 | Piano Steven | Sell | 163 | $20.27 |
| 2025-12-17 | COOK RICHARD D | Sell | 177 | $20.27 |
| 2025-12-17 | SUPER SARAH L | Sell | 211 | $20.27 |
| 2025-12-17 | Ostrom Ryan Lee | Sell | 315 | $20.27 |
| 2025-12-10 | MOUNT CARL | Grant | 23K | — |
| 2025-12-10 | Ingram Van | Grant | 14K | — |
| 2025-12-10 | COOK RICHARD D | Grant | 14K | — |
| 2025-12-10 | Tucker Lance F. | Grant | 123K | — |
| 2025-12-10 | Piano Steven | Grant | 14K | — |
| 2025-12-10 | HOOPER DAWN E | Grant | 22K | — |
| 2025-12-10 | SUPER SARAH L | Grant | 22K | — |
| 2025-12-10 | Ostrom Ryan Lee | Grant | 29K | — |
| 2025-12-09 | HOOPER DAWN E | Sell | 236 | $19.06 |
| 2025-12-09 | Ingram Van | Sell | 127 | $19.06 |
| 2025-12-03 | Piano Steven | Sell | 263 | $19.08 |
| 2025-12-03 | Ingram Van | Sell | 147 | $19.08 |
| 2025-12-03 | Ingram Van | Sell | 204 | $19.08 |
| 2025-12-03 | COOK RICHARD D | Grant | 2.8K | — |
| 2025-12-03 | COOK RICHARD D | Sell | 868 | $19.08 |
| 2025-12-03 | COOK RICHARD D | Sell | 378 | $19.08 |
| 2025-12-03 | COOK RICHARD D | Sell | 541 | $19.08 |
| 2025-12-03 | HOOPER DAWN E | Sell | 179 | $19.08 |
| 2025-12-03 | HOOPER DAWN E | Sell | 512 | $19.08 |
| 2025-12-03 | SUPER SARAH L | Grant | 2.8K | — |
| 2025-12-03 | SUPER SARAH L | Sell | 1.0K | $19.08 |
| 2025-12-03 | SUPER SARAH L | Sell | 448 | $19.08 |
| 2025-12-03 | SUPER SARAH L | Sell | 639 | $19.08 |
| 2025-12-03 | Ostrom Ryan Lee | Grant | 4.7K | — |
| 2025-12-03 | Ostrom Ryan Lee | Sell | 1.7K | $19.08 |
| 2025-12-03 | Ostrom Ryan Lee | Sell | 716 | $19.08 |
| 2025-12-03 | Ostrom Ryan Lee | Sell | 1.3K | $19.08 |
| 2025-12-03 | Piano Steven | Grant | 2.8K | — |
| 2025-12-03 | Piano Steven | Sell | 758 | $19.08 |
| 2025-12-03 | Piano Steven | Sell | 470 | $19.08 |
| 2025-12-03 | MOUNT CARL | Sell | 518 | $19.08 |
| 2025-11-25 | MOUNT CARL | Sell | 1.4K | $19.00 |
| 2025-11-24 | Ostrom Ryan Lee | Buy | 1.0K | $17.55 |
| 2025-11-24 | Tucker Lance F. | Buy | 5.0K | $17.29 |
| 2025-11-04 | COOK RICHARD D | Sell | 154 | $16.38 |
| 2025-09-10 | MOUNT CARL | Sell | 589 | $19.74 |
| 2025-05-13 | Piano Steven | Sell | 152 | $29.07 |
| 2025-05-01 | HOOPER DAWN E | Grant | 6.1K | — |
| 2025-05-01 | Piano Steven | Grant | 10K | — |
| 2025-05-01 | MOUNT CARL | Grant | 10K | — |
| 2025-05-01 | LINDERMAN TIMOTHY T | Grant | 10K | — |
| 2025-05-01 | COOK RICHARD D | Grant | 10K | — |
| 2025-05-01 | SUPER SARAH L | Grant | 15K | — |
| 2025-05-01 | Ostrom Ryan Lee | Grant | 20K | — |
| 2025-04-08 | YEUNG MAN WEIN VIVIEN | Grant | 85 | — |
| 2025-04-08 | YEUNG MAN WEIN VIVIEN | Grant | 102 | — |
| 2025-04-08 | MYERS JAMES M | Grant | 226 | — |
| 2025-04-08 | MYERS JAMES M | Grant | 197 | — |
| 2025-04-08 | MURPHY MICHAEL W | Grant | 939 | — |
| 2025-04-08 | MURPHY MICHAEL W | Grant | 83 | — |
| 2025-04-08 | KLEINER MADELEINE | Grant | 188 | — |
| 2025-04-08 | GOEBEL DAVID | Grant | 190 | — |
| 2025-04-08 | GOEBEL DAVID | Grant | 215 | — |
| 2025-04-07 | Tucker Lance F. | Grant | 42K | — |
| 2025-03-03 | YEUNG MAN WEIN VIVIEN | Grant | 3.5K | — |
| 2025-03-03 | Ramirez Enrique | Grant | 3.5K | — |
| 2025-03-03 | MYERS JAMES M | Grant | 3.5K | — |
| 2025-03-03 | MURPHY MICHAEL W | Grant | 3.5K | — |
| 2025-03-03 | KLEINER MADELEINE | Grant | 3.5K | — |
| 2025-03-03 | GOEBEL DAVID | Grant | 5.2K | — |
| 2025-03-03 | DIAZ GUILLERMO JR | Grant | 3.5K | — |
| 2025-02-24 | Tucker Lance F. | Grant | 13K | — |
| 2025-02-20 | Ostrom Ryan Lee | Sell | 328 | $39.16 |
| 2025-01-27 | Tucker Lance F. | Grant | 13K | — |
| 2025-01-27 | Tucker Lance F. | Grant | 13K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-23 | Material agreement1.02Debt obligationOtherExhibits | filing ↗ |
| 2026-06-15 | Material agreementOtherExhibits | filing ↗ |
| 2026-06-08 | OtherExhibits | filing ↗ |
| 2026-05-29 | Exec/director change | filing ↗ |
| 2026-05-13 | ResultsExec/director changeReg FDExhibits | filing ↗ |
| 2026-04-13 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-03-04 | 3.03Shareholder voteExhibits | filing ↗ |
| 2026-02-18 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-23 | 2026-06-23 | 0000807882-26-000079 ↗ |
| 8-K | 2026-06-15 | 2026-06-12 | 0000807882-26-000075 ↗ |
| 8-K | 2026-06-08 | 2026-06-08 | 0000807882-26-000073 ↗ |
| 8-K | 2026-05-29 | 2026-05-27 | 0000807882-26-000070 ↗ |
| 10-Q | 2026-05-13 | 2026-04-12 | 0000807882-26-000067 ↗ |
| 8-K | 2026-05-13 | 2026-05-08 | 0000807882-26-000066 ↗ |
| 8-K | 2026-04-13 | 2026-04-13 | 0000807882-26-000059 ↗ |
| 8-K | 2026-03-04 | 2026-02-27 | 0000807882-26-000057 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0000807882-26-000039 ↗ |
| 10-Q | 2026-02-18 | 2026-01-18 | 0000807882-26-000042 ↗ |
| 8-K/A | 2025-12-29 | 2025-12-22 | 0000807882-25-000084 ↗ |
| 8-K | 2025-12-23 | 2025-12-22 | 0000807882-25-000081 ↗ |