SunOpta Inc. Financial Disclosures & Filings
This page provides access to SunOpta Inc.'s financial disclosures and regulatory filings, including annual reports, quarterly reports, earnings call transcripts, and event transcripts. It summarizes documents from 2023 to 2026, offering insights into the company's performance and strategy for investors. The available documents cover earnings, corporate events, and investor presentations.
SunOpta Inc stock (US86690A1034): after plant-based exit, investors focus on debt cut and growth piv
SunOpta Inc is undergoing a significant transformation by divesting its consumer brands and focusing solely on plant-based ingredients and beverages for retail and foodservice. The company aims to reduce debt and expand capacity, betting on long-term co-manufacturing relationships rather than consumer-facing brands. Investors are now watching for operational efficiency, contract wins, and debt reduction as key performance indicators for the Nasdaq-listed stock.
SunOpta stock (US86690A1034): What the beverage and snack company is focused on now
This article analyzes SunOpta (STKL), a packaged food and beverage company operating in the consumer staples sector. It highlights the company's reliance on packaged-food demand, efficient supply chains, and U.S. retail shelf space, while emphasizing its core business model of plant-based beverages, fruit snacks, and ingredient products. The piece also discusses key revenue drivers, risks such as input-cost inflation, and what investors typically monitor, including sales growth, margin trends, and strategic capital allocation.
[SCHEDULE 13G/A] SunOpta Inc. Amended Passive Investment Disclosure
Multiple CastleKnight-related entities and Aaron Weitman filed an amended Schedule 13G/A for SunOpta Inc. (STKL), reporting zero beneficial ownership of the company's common shares. The filing, dated May 15, 2026, details the entities involved, their citizenships, and includes joint filing agreements. It confirms that the reporting group holds 0% of SunOpta shares, indicating a neutral impact and sentiment regarding their holdings.
Cooperman exits SunOpta (STKL) as 2786694 Alberta Ltd. buys shares at $6.50
Leon G. Cooperman has divested all his shares in SunOpta Inc. (STKL) as 2786694 Alberta Ltd. acquired all outstanding common shares at $6.50 each through a Court Mandated Arrangement on May 1, 2026. Following this transaction, SunOpta Inc. was delisted from NASDAQ and became a privately-held company, meaning Mr. Cooperman no longer holds any beneficial ownership in the company. This disclosure was made via a SCHEDULE 13G/A filing, confirming 0% beneficial ownership for Cooperman.
[15-12G] SunOpta Inc. SEC Filing
SunOpta Inc. has filed a Form 15-12G with the SEC, certifying the termination of its registration under Section 12(g) and suspension of duty to file reports under Sections 13 and 15(d) of the Securities Exchange Act of 1934. The filing indicates that the company relied on rules 12g-4(a)(1) and 12h-3(b)(1)(i) and has one holder of record. The certification was signed by Greg Gaba, Chief Financial Officer, on May 11, 2026.
Oaktree sells 23.6M SunOpta (STKL) shares and interests at $6.50
Oaktree-affiliated entities, acting as 10% owners of SunOpta Inc. (STKL), have fully divested their position, selling 20,651,812 common shares at $6.50 per share and disposing of other interests tied to the company. This exit is part of a completed plan of arrangement between SunOpta and 2786694 Alberta Ltd. The transactions included the disposal of Series B-1 Preferred Stock, Special Shares Series 2, and the termination of cash-settled total return swaps, resulting in Oaktree holding 0 shares.
SunOpta (NASDAQ: STKL) taken private at $6.50 cash per share
SunOpta Inc. has been taken private at a price of $6.50 cash per common share, as detailed in an amended Schedule 13D/A filing. The transaction, which closed on May 1, 2026, resulted in the cessation of SunOpta's common shares trading on NASDAQ and the elimination of Oaktree-affiliated funds' beneficial ownership in the company. Series B-1 Preferred Stock was converted to common shares before a cash-out, while Special Shares, Series 2 were cancelled without payment.
[EFFECT] SunOpta Inc. SEC Filing
This SEC filing for SunOpta Inc. (STKL) is a Form EFFECT, indicating a neutral impact and sentiment, effective on May 4, 2026. The filing has an accession number of 0001193125-26-201315 and submission type POS AM. SunOpta is involved in the Beverages - Non-Alcoholic industry, with a market capitalization of $769.42 million.
[EFFECT] SunOpta Inc. SEC Filing
This SEC filing from SunOpta Inc. (STKL) announces the effectiveness of a filing on May 4, 2026. The filing has a neutral impact and sentiment. It includes standard SEC information such as the effectiveness date, accession number, submission type, CIK, company name, and file number.
[EFFECT] SunOpta Inc. SEC Filing
This article reports on an SEC Filing (Form EFFECT) by SunOpta Inc. (STKL) with a neutral impact and sentiment. The filing, dated May 5, 2026, includes details about the company's accession number, submission type, CIK, and file number. It also provides an overview of the company's market performance, recent news, and other SEC filings.
SunOpta (STKL) SVP fully cashed out as $6.50-per-share takeover closes
SunOpta Inc.'s Senior Vice President Bryan P. Clark has fully divested his equity in the company following its acquisition. Under a statutory plan of arrangement, all his common shares, restricted stock units, performance stock units, and stock options were either converted to cash at $6.50 per share or cancelled if their exercise price was above this amount. This transaction means Clark no longer holds any SunOpta equity, reflecting a mechanical outcome of the company's change of control rather than a discretionary trade.
All SunOpta (STKL) CEO shares and awards converted to $6.50 cash in buyout
SunOpta CEO Brian W. Kocher has disposed of all his equity interests in connection with the company's acquisition by Pegasus BidCo B.V. and 2786694 Alberta Ltd. All his common shares, stock options, performance stock units, and restricted stock units were converted into cash at $6.50 per share. This transaction, detailed in a recent Form 4 filing, signals the closing of SunOpta's sale and ensures no remaining equity or derivative positions for the CEO.
SunOpta (STKL) SVP equity awards paid $6.50 cash in takeover
SunOpta Inc.'s SVP of Sales, Jennifer Ann Caro, reported the disposition of her equity awards, including common shares, performance stock units, and restricted stock units, in connection with the company's acquisition by Pegasus BidCo B.V. The acquisition, conducted via a court-approved plan of arrangement, resulted in all common shares and eligible equity awards being transferred for a cash consideration of $6.50 per share. Following these transactions, Caro holds zero shares or units of SunOpta.
SunOpta (STKL) General Counsel surrenders all shares and awards in $6.50 cash deal
SunOpta Inc.'s General Counsel, Christopher McCullough, has surrendered all of his SunOpta equity, including common shares, stock options, RSUs, and performance stock units, as part of an Arrangement where Pegasus BidCo B.V. acquired all outstanding common shares for $6.50 per share in cash. In-the-money awards were cashed out at the $6.50 consideration, while out-of-the-money options were cancelled, resulting in McCullough holding zero SunOpta equity. This transaction occurred via a court-approved statutory plan of arrangement.
SunOpta (STKL) CFO equity awards cashed out at $6.50 in acquisition
SunOpta Inc. (STKL) CFO Greg Gaba disposed of all his equity holdings, including 127,908 common shares, stock options, restricted stock units, and performance stock units, as part of the company's acquisition by Pegasus BidCo B.V. for $6.50 per share in cash. In-the-money options, RSUs, and PSUs were cashed out at this $6.50 share price, while out-of-the-money options and ineligible PSUs were canceled without payment. Following these transactions, Gaba's reported holdings of SunOpta common stock and equity awards are zero.
SunOpta (NASDAQ: STKL) SVP cashes out options and units at $6.50
SunOpta Inc.'s SVP of Supply Chain, Justin Kobler, surrendered his equity holdings, including common shares, stock options, performance stock units, and restricted stock units, as part of the company's acquisition. The acquisition valued all SunOpta common shares at $6.50 per share in cash. Following these transactions, Kobler's reported holdings in these securities became zero, indicating a complete settlement of his equity stake.
Director Albert Bolles exits SunOpta (STKL) stake in $6.50-per-share cash deal
SunOpta Inc. director Albert D. Bolles disposed of his entire equity stake in the company as part of an Arrangement Agreement with Pegasus BidCo B.V. and 2786694 Alberta Ltd. He transferred 233,283 common shares and surrendered 20,193 restricted stock units, receiving $6.50 per share in cash for all holdings. Following these transactions, Bolles no longer holds any direct shares in SunOpta.
SunOpta (STKL) CHRO equity paid out in $6.50-per-share cash deal
SunOpta Inc.'s Chief Human Resources Officer, Danielle Marie Duzan, disposed of all her equity holdings in the company as part of its acquisition by Pegasus BidCo B.V. and 2786694 Alberta Ltd. Each common share, restricted stock unit, and qualifying performance stock unit was cashed out at $6.50 per share. This transaction resulted in Duzan holding zero common shares, restricted stock units, or performance stock units after the deal.
SunOpta (STKL) director Lemmon cashes out at $6.50 per share
SunOpta Inc. director David J. Lemmon has disposed of his entire stake in the company as part of its acquisition by Pegasus BidCo B.V. and 2786694 Alberta Ltd. under a court-approved plan of arrangement. Lemmon sold 22,879 common shares and surrendered 20,193 restricted stock units, all for a cash consideration of $6.50 per share, leaving him with no remaining holdings. The transaction was structured as a statutory plan of arrangement under Canadian law.
SunOpta Inc. (STKL) director exits as all shares bought for $6.50
SunOpta Inc. director Diego Reynoso fully exited his equity position as all common shares of the company were acquired by Pegasus BidCo B.V.’s affiliate for $6.50 per share in cash. Reynoso disposed of 63,147 common shares and 20,193 restricted stock units, which were converted to cash at the same per-share consideration, leaving him with no remaining holdings. This transaction was a mechanical outcome of SunOpta's acquisition rather than a discretionary market trade.
SunOpta (STKL) director clears out shares in $6.50 cash acquisition
SunOpta Inc. director Hollis Richard Dean disposed of all his equity holdings, including 589,862 common shares and 20,193 restricted stock units (RSUs), as part of the company's acquisition. All shares were acquired for $6.50 per share in cash through an Arrangement Agreement with Pegasus BidCo B.V. and 2786694 Alberta Ltd. This transaction leaves Dean with zero shares in SunOpta.
SunOpta (STKL) director exits stake as $6.50-per-share cash deal closes
SunOpta Inc. director Rebecca Fisher has fully disposed of her equity position in the company following its acquisition for $6.50 per share in cash. The transactions, reported via a Form 4 filing, involved the transfer of common shares, stock options, and restricted stock units under a court-approved statutory plan of arrangement. Fisher no longer holds any SunOpta common shares or related equity awards after the deal, which reflects a change-of-control event rather than discretionary trading.
Director Mahes Wickramasinghe exits SunOpta (STKL) in $6.50 cash deal
SunOpta director Mahes Wickramasinghe has disposed of all his equity holdings in the company as part of a cash acquisition. A purchaser acquired all outstanding SunOpta common shares for $6.50 per share in cash under a court-approved plan of arrangement. Wickramasinghe's 51,218 common shares and 35,476 restricted stock units were cashed out at this price, leaving him with no remaining holdings.
SunOpta (NASDAQ: STKL) director equity cashed out at $6.50 per share
SunOpta Inc. director Leslie Starr Keating disposed of all her equity holdings, including 148,311 common shares, 39,740 Restricted Stock Units, and 5,830 stock options, as part of the company's acquisition. The common shares and RSUs were cashed out at $6.50 per share, while stock options with an exercise price of $3.25 were surrendered for the difference; options at or above $6.50 were canceled. This transaction was executed under a court-approved statutory plan of arrangement, leaving Keating with no remaining SunOpta shares or derivative awards.
Refresco affiliate acquires SunOpta (NASDAQ: STKL) in US$6.50-per-share deal
Refresco Holding B.V. has successfully acquired SunOpta Inc. for $6.50 per share in an all-cash deal, completing a court-approved plan of arrangement. This acquisition means SunOpta's shares will be delisted from Nasdaq and TSX, and the company will transition to private ownership, deregistering its securities under U.S. and Canadian laws. Existing SunOpta directors have resigned, and new directors appointed by Refresco now constitute the board, signaling a full change in control.
SunOpta Completes Refresco Acquisition and Goes Private
SunOpta (STKL) has finalized its acquisition by Refresco Holding B.V. for $6.50 per share in cash, a deal approved by shareholders and court. Following the acquisition, SunOpta will delist its common shares from Nasdaq and the Toronto Stock Exchange, transition to private ownership, and underwent a complete board reshuffle. TipRanks’ AI Analyst, Spark, rates STKL as "Outperform" due to improving financial performance and the strong M&A catalyst, despite valuation concerns.
Refresco completes acquisition of SunOpta
Refresco has finalized its acquisition of SunOpta Inc., a North American supply chain solutions provider, integrating SunOpta as a wholly owned subsidiary and delisting its shares from Nasdaq and the Toronto Stock Exchange. This move significantly expands Refresco's North American presence, adding SunOpta's expertise in plant-based and nutritional beverages, aseptic manufacturing, and a diverse customer base. SunOpta previously reported a strong 16.8% revenue growth in Q3 2025, reaching US$205.4 million, driven by increased sales volumes and robust demand in its product categories.
Pictet Asset Management Holding SA Purchases 2,059,976 Shares of SunOpta, Inc. $STKL
Pictet Asset Management Holding SA significantly increased its stake in SunOpta, Inc. (NASDAQ:STKL) during the fourth quarter, purchasing an additional 2,059,976 shares, bringing its total ownership to 3,462,220 shares valued at approximately $13.16 million. This move represents a 146.9% increase in their position in the company. Institutional investors collectively own 85.39% of SunOpta, and the stock currently holds a consensus "Hold" rating from analysts with an average price target of $8.00.
SunOpta (STKL) deregisters multiple S-3 resale blocks after Pegasus acquisition
SunOpta Inc. has filed post-effective amendments to six Form S-3 registration statements, deregistering all unsold common shares previously available for resale. This action follows the May 1, 2026, court-approved acquisition of all issued and outstanding common shares by Pegasus BidCo B.V.'s purchaser. The deregistration impacts over 12.5 million common shares across the various registration statements, signifying the termination of offerings due to the acquisition.
[POS AM] SunOpta Inc. SEC Filing
SunOpta Inc. has filed Post-Effective Amendment No. 1 to deregister all unsold securities under six prior Form S-3 registration statements. This action follows the acquisition of all outstanding SunOpta common shares by Purchaser Pegasus BidCo B.V. on May 1, 2026, through a court-approved plan of arrangement. The filing removes millions of common shares previously registered for resale, officially terminating the effectiveness of these registration statements.
[POS AM] SunOpta Inc. SEC Filing
SunOpta Inc. has filed post-effective amendments to withdraw and terminate six Form S-3 registration statements, effectively removing unsold securities from registration. This action follows the completion of a court-approved plan of arrangement on May 1, 2026, where all issued common shares were acquired by Pegasus BidCo B.V. and its subsidiary. The deregistration ensures that no remaining securities are registered under the specified S-3 forms, aligning public records with the recent acquisition.
SunOpta (STKL) deregisters resale shares after Pegasus BidCo acquisition
SunOpta Inc. has filed Post-Effective Amendments to deregister unsold common shares previously covered by two Form S-3 Registration Statements (Nos. 333-270313 and 333-253840). This action follows the acquisition of all SunOpta's outstanding common shares by 2786694 Alberta Ltd., a wholly-owned subsidiary of Pegasus BidCo B.V., through a court-approved statutory plan of arrangement dated February 6, 2026. The deregistration is a standard administrative step after such a corporate transaction, withdrawing approximately 26.8 million shares from potential resale.
SunOpta Completes Arrangement With Refresco
SunOpta Inc. has successfully completed its acquisition by an affiliate of Refresco Holding B.V. for US$6.50 per Common Share in cash. This arrangement, overwhelmingly approved by shareholders, will result in SunOpta's delisting from the TSX and Nasdaq. Registered shareholders need to submit a letter of transmittal to receive their consideration.
[POS AM] SunOpta Inc. SEC Filing
SunOpta Inc. has filed Post-Effective Amendment No. 1 to several Form S-3 registration statements to deregister unsold securities for resale. This action follows the acquisition of all SunOpta common shares by Pegasus BidCo B.V.'s wholly owned subsidiary, 2786694 Alberta Ltd., through a court-approved plan of arrangement. The filing confirms that no securities remain registered under the listed S-3 statements, effectively terminating their effectiveness for future resales.
Refresco Completes Acquisition of SunOpta, a North American Supply Chain Solutions Provider
Refresco announced the successful completion of its acquisition of SunOpta Inc., a North American supply chain solutions provider. This acquisition strengthens Refresco’s North American presence and expands its capabilities in fast-growing beverage categories, particularly plant-based and nutritional beverages. SunOpta will now operate as a wholly-owned subsidiary of Refresco, and its shares will be delisted from Nasdaq and the Toronto Stock Exchange.
SunOpta Marks Another Year of Progress with 2025 Sustainability Report
SunOpta has released its 2025 Sustainability Report, detailing progress across planet, product, people, and governance areas. Key achievements include generating 275,503 kWh from solar energy, saving 733 metric tons of carbon emissions through load mode optimization, and donating over 375,000 pounds of food. The report emphasizes SunOpta's commitment to sustainable solutions and transparency in its journey towards environmental and social goals.
Refresco B.V. completed the acquisition of SunOpta Inc. from a group of shareholders.
Refresco B.V. successfully completed its acquisition of SunOpta Inc. from a group of shareholders on May 1, 2026, for approximately $790 million, paying $6.50 per share in cash. Following the acquisition, SunOpta's shares will be delisted from the NASDAQ and Toronto Stock Exchange, and it will become a wholly-owned subsidiary of Refresco. The transaction was approved by SunOpta shareholders and the Ontario Superior Court of Justice after satisfying regulatory conditions.
SunOpta says plant-based milk saved 48.4B gallons of water in 2025
SunOpta released its 2025 Sustainability Report, highlighting significant environmental achievements and ongoing commitment to sustainable practices. The report details how producing plant-based milk saved 48.4 billion gallons of water compared to dairy milk production. Additionally, SunOpta generated 275,503 kWh of solar energy and maintained zero-waste-to-landfill status at six facilities.
SunOpta (STKL) to Release Quarterly Earnings on Wednesday
SunOpta (NASDAQ:STKL) is scheduled to release its Q1 2026 earnings after market close on Wednesday, May 6th, with analysts anticipating earnings of $0.0367 per share and revenue of $218.7420 million. The report also details recent stock performance, institutional investor activity, and current analyst ratings, which average a "Hold" with an $8.00 price target. SunOpta, a Canada-based company, specializes in organic and non-GMO plant-based foods and beverages, operating through its Global Beverages and Global Ingredients segments.
Refresco to buy SunOpta (NASDAQ: STKL) in $6.50 per share cash deal
Refresco will acquire SunOpta (NASDAQ: STKL) for $6.50 per share in cash through a court-approved plan of arrangement, with the transaction expected to close in Q2 2026. This information was disclosed in an amended annual report (10-K/A) filed by SunOpta, which clarified governance details, executive compensation, and ownership without altering previous financial statements. Following the acquisition, SunOpta will become a wholly-owned subsidiary of Refresco and its shares will be delisted from Nasdaq and the Toronto Stock Exchange.
SunOpta gets court approval for $6.50 per share Refresco deal By Investing.com
SunOpta Inc. has received final approval from the Ontario Superior Court of Justice for its acquisition by an affiliate of Refresco Holding B.V., valued at $6.50 per share in cash. The Canadian competition clearance condition has also been satisfied. The acquisition is still subject to further regulatory clearances and standard closing conditions.
SunOpta gets court approval for $6.50 per share Refresco deal
SunOpta Inc. has received final approval from the Ontario Superior Court of Justice for its acquisition by an affiliate of Refresco Holding B.V., valued at $6.50 per share in cash. The company also obtained a no-action letter from the Canadian Commissioner under the Competition Act, fulfilling a key clearance condition. The acquisition is still pending other regulatory clearances and standard closing conditions.
SunOpta receives court approval for $6.50/share Refresco deal By Investing.com
SunOpta Inc. has received final court approval from the Ontario Superior Court of Justice for its acquisition by an affiliate of Refresco Holding B.V. for $6.50 per share in cash. The acquisition price comes after a 57% surge in the stock over the past year, with shares currently trading at the offer price, aligning closely with an InvestingPro Fair Value of $6.85. The deal, which also secured Canadian competition clearance and U.S. antitrust clearance, is expected to close by the second quarter of 2026, valuing SunOpta at approximately $1.1 billion.
SunOpta Announced Receipt of Final Court Approval and Competition Act Clearance Related to Proposed Buy By Refresco
SunOpta Inc. has announced that it has received final court approval and Competition Act clearance for its proposed acquisition by Refresco. The closing of this arrangement remains subject to additional regulatory clearances or approvals and the satisfaction or waiver of customary closing conditions. This marks another step forward in the acquisition process following earlier shareholder approval.
SunOpta Announces Receipt of Final Court Approval and Competition Act Clearance Related to Proposed Acquisition by Refresco
SunOpta announced it has received final approval from the Ontario Superior Court of Justice and clearance under the Competition Act (Canada) for its proposed acquisition by an affiliate of Refresco for US$6.50 per share in cash. The acquisition is still subject to remaining regulatory clearances and customary closing conditions. SunOpta, a North American supply chain solutions provider, emphasized that this brings the company closer to completing the acquisition.
SunOpta Announces Receipt of Final Court Approval and Competition Act Clearance Related to Proposed Acquisition by Refresco
SunOpta Inc. has announced receipt of final court approval from the Ontario Superior Court of Justice and clearance under the Competition Act (Canada) for its proposed acquisition by an affiliate of Refresco Holding B.V. for US$6.50 per share in cash. The closing of the Arrangement is still subject to remaining regulatory clearance or approval and customary closing conditions. This development marks a significant step forward for the transaction.
SunOpta (STKL) director granted 3,332 shares as board compensation
SunOpta Inc. (STKL) director Leslie Starr Keating was granted 3,332 common shares on April 17, 2026, as compensation for her board service, valued at $6.47 per share. This transaction, reported via a Form 4 filing, signals stock-based compensation rather than a market purchase. Following this grant, Keating directly holds 148,311 common shares in SunOpta.
SunOpta (STKL) director receives 2,362-share stock grant for board service
SunOpta Inc. director David J. Lemmon received a grant of 2,362 Common Shares on April 17, 2026, valued at $6.47 per share, as compensation for his board service. Following this transaction, Lemmon directly holds 22,879 Common Shares. This information was reported in a Form 4 filing, which provides transparency on insider trading activity.
SunOpta (STKL) director receives 3,197 share grant as cash-free board compensation
SunOpta Inc. director Hollis Richard Dean received a grant of 3,197 Common Shares on April 17, 2026, as compensation for his service on the board. The shares, valued at $6.47 each, were issued in lieu of cash. Following this transaction, Dean directly holds 589,862 Common Shares in SunOpta.
