Index S&P 500
P/E 18.18
EPS (ttm) 5.17
Insider Own 23.35%
Shs Outstand 1.63B
Perf Week 0.71%
Market Cap 153.81B
Forward P/E 12.93
EPS next Y 7.27
Insider Trans -0.08%
Shs Float 1.25B
Perf Month 9.31%
Income 8.53B
PEG 2.27
EPS next Q 1.70
Inst Own 62.49%
Short Float 1.31%
Perf Quarter 0.43%
Sales 96.67B
P/S 1.59
EPS this Y 22.90%
Inst Trans -1.02%
Short Ratio 1.85
Perf Half Y 15.20%
Book/sh 55.50
P/B 1.69
EPS next Y 14.23%
ROA 0.76%
Short Interest 16.39M
Perf Year 10.82%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.12%
52W Range 69.42 - 95.57
Perf YTD 0.87%
Dividend Est. 3.51 (3.73%)
P/FCF 16.84
EPS past 5Y 1.84%
ROI 2.43%
52W High -1.58%
Beta 1.42
Dividend TTM 3.33 (3.53%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 35.49%
ATR (14) 1.84
Dividend Ex-Date Jan 30, 2024
Current Ratio 1.37
EPS Y/Y TTM -15.84%
Oper. Margin 12.14%
RSI (14) 66.97
Volatility 1.90% 2.13%
Employees 80000
Debt/Eq 3.63
Sales Y/Y TTM 45.99%
Profit Margin 8.82%
Recom 2.35
Target Price 94.49
Option/Short Yes / Yes
LT Debt/Eq 2.54
EPS Q/Q -32.46%
Payout 62.71%
Rel Volume 0.37
Prev Close 93.50
Sales Surprise 0.96%
EPS Surprise -20.84%
Sales Q/Q 27.00%
Earnings Apr 16 BMO
Avg Volume 8.87M
Price 94.06
SMA20 5.66%
SMA50 7.78%
SMA200 10.71%
Trades
Volume 2,597,786
Change 0.60%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
Show Previous Ratings
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Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM AKRAM RAJA Deputy Chief Financial Officer May 15 '23 Sale 82.95 7,320 607,198 96,484 May 17 04:08 PM GLOCER THOMAS H Director May 03 '23 Sale 87.11 4,535 395,021 98,110 May 05 04:16 PM
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