Index RUT P/E 40.06 EPS (ttm) 2.13 Insider Own 17.77% Shs Outstand 81.51M Perf Week -2.95%
Market Cap 7.01B Forward P/E 30.82 EPS next Y 2.77 Insider Trans -2.84% Shs Float 67.51M Perf Month 0.09%
Income 177.62M PEG 3.34 EPS next Q 0.47 Inst Own 71.07% Short Float 3.59% Perf Quarter 21.46%
Sales 1.17B P/S 6.00 EPS this Y 4.17% Inst Trans -0.20% Short Ratio 5.55 Perf Half Y 58.99%
Book/sh 9.02 P/B 9.47 EPS next Y 20.93% ROA 19.42% Short Interest 2.42M Perf Year 30.53%
Cash/sh 0.11 P/C 777.40 EPS next 5Y 12.00% ROE 27.41% 52W Range 52.24 - 93.30 Perf YTD 15.62%
Dividend Est. 0.32 (0.37%) P/FCF 129.38 EPS past 5Y 31.82% ROI 22.32% 52W High -8.46% Beta 0.91
Dividend TTM 0.36 (0.42%) Quick Ratio 1.54 Sales past 5Y 23.88% Gross Margin 32.97% 52W Low 63.50% ATR (14) 2.78
Dividend Ex-Date Mar 15, 2024 Current Ratio 3.23 EPS Y/Y TTM 73.65% Oper. Margin 19.47% RSI (14) 48.14 Volatility 3.31% 3.19%
Employees 3856 Debt/Eq 0.09 Sales Y/Y TTM 31.47% Profit Margin 15.20% Recom 2.00 Target Price 95.67
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 19.17% Payout 15.01% Rel Volume 1.11 Prev Close 85.24
Sales Surprise 4.18% EPS Surprise 5.16% Sales Q/Q 20.44% Earnings May 02 AMC Avg Volume 436.79K Price 85.41
SMA20 -2.36% SMA50 1.25% SMA200 23.47% Trades
Volume 486,525 Change 0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-28-23 Downgrade CJS Securities
Market Outperform → Market Perform
Sep-15-22 Initiated CJS Securities
Market Outperform
$73
May-06-22 Upgrade DA Davidson
Neutral → Buy
Mar-29-22 Upgrade Sidoti
Neutral → Buy
$72
Aug-09-21 Upgrade DA Davidson
Underperform → Neutral
$54 → $60
Dec-30-20 Resumed Sidoti
Neutral
$69
May-06-19 Downgrade DA Davidson
Neutral → Underperform
$35
Feb-03-15 Initiated DA Davidson
Neutral
$25
Jun-18-10 Downgrade Standpoint Research
Buy → Hold
Nov-12-09 Initiated Standpoint Research
Buy
$30
Apr-18-24 08:00AM
Apr-09-24 01:31PM
Apr-04-24 03:27PM
(Investor's Business Daily)
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(Investor's Business Daily)
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(Investor's Business Daily)
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(Thomson Reuters StreetEvents) +11.62%
Feb-27-23 04:01PM
03:21PM
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AAON, Inc. engages in the engineering, manufacturing, marketing and sale of air conditioning and heating equipment. It operates through the following segments: Units, Parts-External, Parts-Internal, and Other. Its products include air handling units, self contained units, packaged rooftop units, geothermal heat units, controls, and coils. The company was founded by Norman H. Asbjornson on August 18, 1987 and is headquartered in Tulsa, OK.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ASBJORNSON NORMAN H Director Mar 15 '24 Sale 83.15 26,149 2,174,289 13,318,829 Mar 18 04:00 PM ASBJORNSON NORMAN H Director Mar 14 '24 Sale 81.30 30,397 2,471,276 13,344,978 Mar 18 04:00 PM ASBJORNSON NORMAN H Director Mar 14 '24 Sale 81.30 19,136 1,555,757 14,874 Mar 18 04:00 PM Wakefield Stephen E Vice President Mar 13 '24 Option Exercise 38.33 24,655 944,980 40,647 Mar 15 12:24 PM Wakefield Stephen E Vice President Mar 13 '24 Sale 80.86 24,655 1,993,603 15,992 Mar 15 12:24 PM ASBJORNSON NORMAN H Director Mar 12 '24 Sale 80.50 19,083 1,536,182 34,010 Mar 13 10:31 AM ASBJORNSON NORMAN H Director Mar 11 '24 Sale 80.01 805 64,408 53,093 Mar 13 10:31 AM Eason Christopher Douglas Chief Accounting Officer Feb 14 '24 Option Exercise 0.00 447 0 3,010 Feb 16 04:01 PM Kidwell Casey VP, Administration Feb 14 '24 Option Exercise 0.00 894 0 4,562 Feb 16 03:57 PM Teis Robert VP, Business Technology Feb 14 '24 Option Exercise 0.00 735 0 14,386 Feb 16 03:55 PM Thompson Rebecca Chief Financial Officer Feb 14 '24 Option Exercise 0.00 2,140 0 17,247 Feb 16 03:48 PM Fields Gary D CEO Feb 14 '24 Option Exercise 0.00 7,491 0 64,585 Feb 16 03:46 PM Wichman Gordon Douglas Vice President Feb 14 '24 Option Exercise 0.00 968 0 7,569 Feb 16 03:50 PM Wakefield Stephen E Chief Operating Officer Feb 14 '24 Option Exercise 0.00 3,209 0 16,682 Feb 16 06:10 PM Wakefield Stephen E Chief Operating Officer Dec 27 '23 Option Exercise 45.55 15,000 683,190 28,473 Dec 27 06:47 PM Wakefield Stephen E Chief Operating Officer Dec 27 '23 Sale 75.00 15,000 1,125,000 13,473 Dec 27 06:47 PM Wakefield Stephen E Chief Operating Officer Dec 26 '23 Option Exercise 29.48 15,000 442,200 28,473 Dec 27 06:47 PM Wakefield Stephen E Chief Operating Officer Dec 26 '23 Sale 74.00 15,000 1,110,000 13,473 Dec 27 06:47 PM Wakefield Stephen E Chief Operating Officer Dec 20 '23 Option Exercise 28.51 41,936 1,195,528 34,918 Dec 21 12:40 PM Wakefield Stephen E Chief Operating Officer Dec 20 '23 Sale 72.77 41,936 3,051,530 13,473 Dec 21 12:40 PM Wakefield Stephen E Chief Operating Officer Dec 19 '23 Option Exercise 27.58 18,064 498,205 31,537 Dec 21 12:40 PM Wakefield Stephen E Chief Operating Officer Dec 19 '23 Sale 72.29 18,064 1,305,847 13,473 Dec 21 12:40 PM Wakefield Stephen E Chief Operating Officer Dec 15 '23 Option Exercise 27.58 30,000 827,400 43,473 Dec 18 05:29 PM Wakefield Stephen E Chief Operating Officer Dec 15 '23 Sale 71.88 30,000 2,156,400 13,473 Dec 18 05:29 PM Wakefield Stephen E Chief Operating Officer Dec 14 '23 Option Exercise 26.01 76,000 1,977,081 89,473 Dec 18 05:29 PM Wakefield Stephen E Chief Operating Officer Dec 14 '23 Sale 70.31 76,000 5,343,560 13,473 Dec 18 05:29 PM ASBJORNSON NORMAN H Director Dec 05 '23 Sale 63.48 99,884 6,340,636 53,898 Dec 07 04:26 PM Thompson Rebecca Chief Financial Officer Nov 27 '23 Option Exercise 24.63 5,000 123,150 20,107 Nov 29 04:51 PM ASBJORNSON NORMAN H Director Nov 27 '23 Sale 63.92 5,145 328,885 153,782 Nov 29 04:53 PM Thompson Rebecca Chief Financial Officer Nov 27 '23 Sale 64.00 5,000 320,000 15,107 Nov 29 04:51 PM Stewart David Raymond Director Sep 15 '23 Buy 60.17 500 30,085 2,000 Sep 19 10:32 AM Wichman Gordon Douglas Vice President Sep 08 '23 Option Exercise 26.08 6,000 156,480 11,422 Sep 11 12:17 PM Wichman Gordon Douglas Vice President Sep 08 '23 Sale 66.11 6,000 396,660 6,922 Sep 11 12:17 PM Teis Robert VP, Sales and Marketing Sep 01 '23 Option Exercise 24.50 2,100 51,450 15,784 Sep 06 10:43 AM Teis Robert VP, Sales and Marketing Sep 01 '23 Sale 65.80 2,100 138,170 13,684 Sep 06 10:43 AM Fields Gary D President and CEO Jun 15 '23 Option Exercise 41.37 30,000 1,241,100 69,729 Jun 16 01:13 PM Fields Gary D President and CEO Jun 15 '23 Sale 93.80 30,000 2,814,000 39,729 Jun 16 01:13 PM Thompson Rebecca Chief Financial Officer Jun 07 '23 Option Exercise 36.95 6,900 254,955 16,972 Jun 08 03:35 PM Kidwell Casey VP, Administration Jun 07 '23 Option Exercise 59.17 3,197 189,177 4,053 Jun 08 03:45 PM Thompson Rebecca Chief Financial Officer Jun 07 '23 Sale 95.00 6,900 655,500 10,072 Jun 08 03:35 PM Kidwell Casey VP, Administration Jun 07 '23 Sale 95.01 3,197 303,747 2,446 Jun 08 03:45 PM Fields Gary D President and CEO May 12 '23 Option Exercise 39.30 25,956 1,020,070 53,529 May 15 04:32 PM Fields Gary D President and CEO May 12 '23 Sale 94.86 25,956 2,462,238 39,729 May 15 04:32 PM Fields Gary D President and CEO May 11 '23 Option Exercise 36.95 504 18,623 40,331 May 15 04:32 PM Fields Gary D President and CEO May 11 '23 Sale 97.04 504 48,908 39,827 May 15 04:32 PM
Index RUT P/E 26.39 EPS (ttm) 3.40 Insider Own 1.07% Shs Outstand 37.32M Perf Week -7.07%
Market Cap 3.35B Forward P/E 15.54 EPS next Y 5.77 Insider Trans -1.13% Shs Float 36.93M Perf Month -6.39%
Income 128.28M PEG 5.61 EPS next Q 0.67 Inst Own 107.08% Short Float 7.26% Perf Quarter -15.06%
Sales 1.66B P/S 2.02 EPS this Y -29.23% Inst Trans 0.26% Short Ratio 11.84 Perf Half Y -6.15%
Book/sh 30.66 P/B 2.93 EPS next Y 67.08% ROA 5.75% Short Interest 2.68M Perf Year 1.40%
Cash/sh 27.99 P/C 3.20 EPS next 5Y 4.70% ROE 11.83% 52W Range 81.86 - 126.38 Perf YTD -17.65%
Dividend Est. 0.27 (0.30%) P/FCF 22.63 EPS past 5Y -1.88% ROI 6.03% 52W High -29.02% Beta 1.55
Dividend TTM 0.40 (0.45%) Quick Ratio 4.10 Sales past 5Y 21.70% Gross Margin 31.91% 52W Low 9.58% ATR (14) 2.99
Dividend Ex-Date Feb 15, 2024 Current Ratio 5.10 EPS Y/Y TTM -35.78% Oper. Margin 8.89% RSI (14) 33.47 Volatility 2.99% 2.82%
Employees 10000 Debt/Eq 0.89 Sales Y/Y TTM -10.27% Profit Margin 7.75% Recom 2.40 Target Price 107.57
Option/Short Yes / Yes LT Debt/Eq 0.86 EPS Q/Q -14.05% Payout 11.77% Rel Volume 0.83 Prev Close 90.81
Sales Surprise -0.27% EPS Surprise 6.84% Sales Q/Q -17.42% Earnings May 01 AMC Avg Volume 226.47K Price 89.70
SMA20 -8.23% SMA50 -9.70% SMA200 -13.12% Trades
Volume 187,987 Change -1.22%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-06-23 Initiated Seaport Research Partners
Neutral
Nov-30-23 Initiated BofA Securities
Neutral
$105
Nov-21-23 Initiated Wells Fargo
Equal Weight
$100
Jun-14-23 Downgrade Needham
Buy → Hold
Nov-04-22 Upgrade Citigroup
Neutral → Buy
$100 → $95
Aug-05-22 Upgrade Stifel
Hold → Buy
$94 → $110
Jun-23-22 Initiated Loop Capital
Hold
$78
Jan-26-22 Initiated KeyBanc Capital Markets
Overweight
$105
Jan-06-22 Initiated The Benchmark Company
Buy
$110
Dec-17-21 Upgrade Needham
Hold → Buy
$120
Sep-14-21 Downgrade Susquehanna
Positive → Neutral
$112 → $100
Aug-05-21 Downgrade Needham
Buy → Hold
Aug-04-21 Reiterated Cowen
Market Perform
$120 → $105
Dec-15-20 Reiterated Cowen
Market Perform
$88 → $100
Oct-06-20 Initiated Rosenblatt
Buy
$98
Sep-11-20 Initiated Berenberg
Buy
Aug-06-20 Upgrade DA Davidson
Neutral → Buy
$65 → $90
Apr-02-20 Downgrade DA Davidson
Buy → Neutral
Mar-23-20 Downgrade Citigroup
Buy → Neutral
$87 → $40
Dec-05-19 Initiated Needham
Buy
Show Previous Ratings
Apr-17-24 06:00AM
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06:15PM
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(Thomson Reuters StreetEvents)
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(Investor's Business Daily)
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Advanced Energy Industries, Inc. engages in the provision of power electronics conversion products. Its products include AC-DC power supply units, DC-DC conversion, high voltage amplifiers and power supplies, plasma power, controllers, sense and measurement. The company was founded by Douglas S. Schatz in 1981 and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DelSanto Anne Director Apr 01 '24 Sale 101.89 148 15,080 5,204 Apr 02 12:27 PM DelSanto Anne Director Mar 01 '24 Sale 101.35 148 15,000 5,352 Mar 01 05:24 PM Kelley Stephen Douglas President and CEO Feb 21 '24 Option Exercise 99.60 19,801 1,972,180 102,619 Feb 23 06:29 PM Oldham Paul R EVP, CFO Feb 21 '24 Option Exercise 99.60 4,949 492,920 37,383 Feb 23 06:30 PM Acebedo Eduardo Bernal EVP and COO Feb 21 '24 Option Exercise 99.60 1,538 153,185 24,489 Feb 23 06:27 PM Donaghey John EVP, Global Sales Feb 21 '24 Option Exercise 99.60 1,322 131,671 13,864 Feb 23 06:33 PM DelSanto Anne Director Feb 01 '24 Sale 105.05 148 15,547 5,500 Feb 01 03:31 PM DelSanto Anne Director Jan 02 '24 Sale 107.44 148 15,901 5,648 Jan 04 11:59 AM FOSTER RONALD C Director Dec 13 '23 Sale 105.00 618 64,890 0 Dec 14 04:30 PM FOSTER RONALD C Director Dec 01 '23 Sale 95.00 1,000 95,000 618 Dec 04 01:31 PM DelSanto Anne Director Dec 01 '23 Sale 94.32 148 13,959 5,796 Dec 04 01:29 PM FOSTER RONALD C Director Nov 15 '23 Sale 95.00 1,000 95,000 1,618 Nov 16 11:13 AM DelSanto Anne Director Nov 01 '23 Sale 87.39 148 12,934 5,944 Nov 02 11:35 AM FOSTER RONALD C Director Oct 02 '23 Sale 103.26 1,000 103,260 2,618 Oct 04 01:34 PM DelSanto Anne Director Oct 02 '23 Sale 103.26 148 15,282 6,092 Oct 04 01:32 PM FOSTER RONALD C Director Sep 01 '23 Sale 118.48 2,000 236,960 3,618 Sep 05 11:40 AM FOSTER RONALD C Director Aug 01 '23 Sale 123.46 2,000 246,920 5,618 Aug 02 10:38 AM FOSTER RONALD C Director Jul 03 '23 Sale 110.92 2,000 221,830 7,618 Jul 05 10:48 AM Oldham Paul R EVP, CFO Jun 29 '23 Sale 110.00 3,080 338,800 32,434 Jul 05 10:47 AM FOSTER RONALD C Director Jun 07 '23 Sale 105.00 1,000 105,000 9,618 Jun 07 06:01 PM FOSTER RONALD C Director Jun 01 '23 Sale 97.98 1,000 97,980 10,618 Jun 02 10:39 AM Oldham Paul R EVP, CFO May 26 '23 Sale 100.00 3,837 383,700 35,514 May 30 06:04 PM FOSTER RONALD C Director May 25 '23 Sale 95.00 1,000 95,000 11,618 May 26 01:07 PM Minnix Lanesha Director May 10 '23 Sale 86.05 1,062 91,385 3,835 Dec 14 02:53 PM
Index - P/E - EPS (ttm) -0.95 Insider Own 7.78% Shs Outstand 87.43M Perf Week -1.20%
Market Cap 3.31B Forward P/E 9.00 EPS next Y 4.21 Insider Trans -1.10% Shs Float 80.61M Perf Month -4.65%
Income -79.92M PEG - EPS next Q 0.55 Inst Own 66.64% Short Float 2.63% Perf Quarter -2.14%
Sales 2.54B P/S 1.30 EPS this Y 292.77% Inst Trans -3.90% Short Ratio 1.86 Perf Half Y 28.77%
Book/sh 4.85 P/B 7.82 EPS next Y 39.35% ROA -1.52% Short Interest 2.12M Perf Year 8.81%
Cash/sh 11.50 P/C 3.30 EPS next 5Y 7.30% ROE -16.31% 52W Range 25.82 - 42.24 Perf YTD 8.94%
Dividend Est. 2.02 (5.34% ) P/FCF 24.30 EPS past 5Y - ROI -3.18% 52W High -10.25% Beta 1.46
Dividend TTM 2.00 (5.28% ) Quick Ratio - Sales past 5Y -1.55% Gross Margin 97.02% 52W Low 46.82% ATR (14) 1.10
Dividend Ex-Date Feb 09, 2024 Current Ratio - EPS Y/Y TTM -125.22% Oper. Margin -8.78% RSI (14) 40.89 Volatility 2.69% 2.62%
Employees 3291 Debt/Eq 5.13 Sales Y/Y TTM -13.81% Profit Margin -3.15% Recom 1.78 Target Price 49.00
Option/Short Yes / Yes LT Debt/Eq 4.94 EPS Q/Q 47.62% Payout - Rel Volume 0.70 Prev Close 37.83
Sales Surprise 14.16% EPS Surprise 85.13% Sales Q/Q 15.78% Earnings Apr 25 BMO Avg Volume 1.14M Price 37.91
SMA20 -4.94% SMA50 -3.25% SMA200 9.80% Trades
Volume 796,296 Change 0.21%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-29-24 Resumed Keefe Bruyette
Outperform
$51
Jan-03-24 Upgrade Wolfe Research
Peer Perform → Outperform
$42
Sep-19-23 Downgrade Goldman
Neutral → Sell
$37 → $32
Jul-13-23 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$31 → $36
Jul-12-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$36 → $43
Jul-03-23 Upgrade Wolfe Research
Underperform → Peer Perform
Apr-12-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$29 → $36
Jul-18-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$40 → $30
Jul-13-22 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$38 → $30
Apr-07-22 Downgrade Wolfe Research
Peer Perform → Underperform
$39
Mar-08-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$40
Feb-04-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$52 → $49
Oct-01-21 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$53 → $58
Apr-07-21 Upgrade Morgan Stanley
Equal-Weight → Overweight
$61
Jan-14-21 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$50
Dec-16-20 Initiated Seaport Global Securities
Buy
$49
Dec-14-20 Upgrade Morgan Stanley
Underweight → Equal-Weight
$52
Oct-02-20 Upgrade Wolfe Research
Underperform → Peer Perform
$36
Jun-23-20 Initiated Credit Suisse
Neutral
$32
Apr-24-20 Downgrade CFRA
Hold → Sell
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10:07AM
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12:17AM
(Thomson Reuters StreetEvents)
Feb-01-24 10:23PM
(Morningstar Research) +5.36%
11:30AM
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10:53AM
07:55AM
07:14AM
(Associated Press Finance)
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11:57AM
Dec-13-23 08:36PM
12:40PM
Dec-12-23 06:45AM
Dec-06-23 02:08AM
Dec-05-23 02:11PM
(The Wall Street Journal)
Dec-04-23 08:30AM
Nov-30-23 01:00AM
01:00AM
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Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Russo Evan L CEO of Asset Management Mar 13 '24 Sale 39.35 75,000 2,951,250 227,448 Mar 13 05:27 PM Gathy Michael Chief Accounting Officer Feb 14 '24 Sale 37.22 385 14,330 0 Feb 15 07:47 PM
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