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AAT

American Assets Trust Inc

May 29 • 04:00PM ET

23.30

-0.07 -0.30 %

Real Estate • REIT - Diversified • USA • Small • NYSE

Peers: IVT UE BRX KRG FRT BFS KIM AKR PECO REG

| Held by: IJR VNQ VTI IWM VB VBR VXF IWN IJS SPSM

Index	RUT	P/E	77.38	EPS (ttm)	0.30	Insider Own	23.48%	Shs Outstand	61.39M	Perf Week	5.19%
Market Cap	1.43B	Forward P/E	51.78	EPS next Y	0.45	Insider Trans	5.25%	Shs Float	46.98M	Perf Month	13.94%
Enterprise Value	2.96B	PEG	-	EPS next Q	0.12	Inst Own	84.00%	Short Float	3.89%	Perf Quarter	19.36%
Income	18.25M	P/S	3.26	EPS this Y	-50.00%	Inst Trans	0.66%	Short Ratio	5.01	Perf Half Y	19.92%
Sales	438.19M	P/B	1.26	EPS next Y	-2.17%	ROA	0.65%	Short Interest	1.83M	Perf YTD	23.09%
Book/sh	18.51	P/C	12.09	EPS next 5Y	-19.50%	ROE	1.64%	52W High	23.42 -0.51%	Perf Year	15.63%
Cash/sh	1.93	P/FCF	15.45	EPS past 3/5Y	8.25% 14.72%	ROIC	0.67%	52W Low	17.72 31.49%	Perf 3Y	22.83%
Dividend Est.	1.38 (5.90%)	EV/EBITDA	12.95	Sales past 3/5Y	4.38% 6.88%	Gross Margin	31.29%	Volatility	2.64% 2.12%	Perf 5Y	-36.25%
Dividend TTM	1.36 (5.84%)	EV/Sales	6.77	EPS Y/Y TTM	-77.27%	Oper. Margin	22.77%	ATR (14)	0.50	Perf 10Y	-41.97%
Dividend Ex-Date	Jun 04, 2026	Quick Ratio	3.04	Sales Y/Y TTM	-12.40%	Profit Margin	4.16%	RSI (14)	74.29	Recom	3.67
Dividend Gr. 3/5Y	2.04% 6.34%	Current Ratio	3.04	EPS Q/Q	-87.96%	SMA20	8.23%	Beta	1.00	Target Price	20.50
Payout	147.99%	Debt/Eq	1.51	Sales Q/Q	-27.76%	SMA50	14.45%	Rel Volume	1.57	Prev Close	23.37
Employees	232	LT Debt/Eq	1.51	Earnings	Apr 28 AMC	SMA200	18.77%	Avg Volume	365.19K	Price	23.30
IPO	Jan 13, 2011	Option/Short	Yes / Yes	EPS/Sales Surpr.	-27.27% 0.74%	Trades		Volume	573,585	Change	-0.30%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-14-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Jan-20-22	Downgrade	Mizuho	Buy → Neutral	$41 → $40
May-17-21	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$42
May-18-20	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$25
May-30-19	Upgrade	JMP Securities	Mkt Perform → Mkt Outperform
Apr-09-19	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Dec-20-18	Upgrade	KeyBanc Capital Mkts	Sector Weight → Overweight
Mar-27-18	Upgrade	Morgan Stanley	Equal-Weight → Overweight
Nov-02-17	Downgrade	BofA/Merrill	Buy → Neutral
Apr-12-17	Reiterated	Canaccord Genuity	Buy	$48 → $50
Feb-22-17	Downgrade	Mizuho	Buy → Neutral	$44
Nov-07-16	Upgrade	Mizuho	Neutral → Buy	$43
Aug-01-16	Reiterated	RBC Capital Mkts	Outperform	$49 → $53
Jul-18-16	Downgrade	Mizuho	Buy → Neutral	$46
Jul-07-16	Resumed	BofA/Merrill	Buy
May-02-16	Reiterated	RBC Capital Mkts	Outperform	$48 → $49
Apr-14-16	Initiated	Mizuho	Buy	$46
Jul-22-15	Initiated	Canaccord Genuity	Buy
Feb-24-15	Reiterated	RBC Capital Mkts	Outperform	$43 → $47
Dec-08-14	Reiterated	MLV & Co	Buy	$41 → $42

Show Previous Ratings

Apr-30-26 03:14AM	American Assets Trust Inc (AAT) Q1 2026 Earnings Call Highlights: Strong Leasing Activity and ... (GuruFocus.com)
Apr-29-26 08:30AM	American Assets Trust, Inc. Q1 2026 Earnings Call Summary (Moby) -5.19%
Apr-28-26 04:43PM	American Assets Trust: Q1 Earnings Snapshot (Associated Press)
04:15PM	American Assets Trust, Inc. Reports First Quarter 2026 Financial Results (GlobeNewswire)
Apr-08-26 08:01PM	Is American Assets Trust (AAT) Stock Outpacing Its Finance Peers This Year? (Quartz)
04:15PM	Loading…
Apr-02-26 04:15PM	American Assets Trust, Inc. Announces First Quarter 2026 Earnings Release Date and Conference Call Information (GlobeNewswire)
Apr-01-26 04:15PM	American Assets Trust, Inc. Increases Revolving Line of Credit to $500 Million and Extends Maturity Date in Its Fourth Amended and Restated Credit Agreement (GlobeNewswire)
Feb-04-26 10:08PM	American Assets Trust Q4 Earnings Call Highlights (MarketBeat)
06:00PM	American Assets Trust Inc (AAT) Q4 2025 Earnings Call Highlights: Strong Leasing Activity and ... (GuruFocus.com)
Feb-03-26 05:50PM	American Assets Trust (AAT) Lags Q4 FFO Estimates (Zacks)
05:02PM	American Assets Trust: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports Fourth Quarter and Year End 2025 Financial Results (GlobeNewswire)
Feb-02-26 05:15PM	Simon Property (SPG) Q4 FFO and Revenues Surpass Estimates (Zacks)
Jan-22-26 09:35AM	Is the Options Market Predicting a Spike in American Assets Trust Stock? (Zacks)
Jan-21-26 04:15PM	American Assets Trust, Inc. Releases Tax Status of 2025 Distributions (GlobeNewswire)
04:15PM	Loading…
Jan-09-26 04:15PM	American Assets Trust, Inc. Announces Fourth Quarter and Year-End 2025 Earnings Release Date and Conference Call Information (GlobeNewswire)
Dec-23-25 09:40AM	Are Investors Undervaluing American Assets Trust (AAT) Right Now? (Zacks)
Dec-11-25 12:00PM	American Assets Trust (AAT) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-05-25 09:40AM	Is American Assets Trust (AAT) Stock Undervalued Right Now? (Zacks)
Nov-18-25 09:40AM	Should Value Investors Buy American Assets Trust (AAT) Stock? (Zacks)
Oct-30-25 03:56PM	American Assets Trust Inc (AAT) Q3 2025 Earnings Call Highlights: Strong FFO Performance and ... (GuruFocus.com)
12:00PM	American Assets Trust (AAT) Upgraded to Buy: Here's Why (Zacks)
09:40AM	Are Investors Undervaluing American Assets Trust (AAT) Right Now? (Zacks)
Oct-28-25 05:35PM	American Assets Trust (AAT) Matches Q3 FFO Estimates (Zacks) -5.77%
04:34PM	American Assets Trust: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports Third Quarter 2025 Financial Results (GlobeNewswire)
Oct-21-25 06:20PM	Agree Realty (ADC) Surpasses Q3 FFO and Revenue Estimates (Zacks)
Sep-30-25 04:15PM	American Assets Trust, Inc. Announces Third Quarter 2025 Earnings Release Date and Conference Call Information (GlobeNewswire)
Jul-29-25 05:40PM	American Assets Trust (AAT) Surpasses Q2 FFO Estimates (Zacks) -6.58%
04:46PM	American Assets Trust: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Loading…
04:15PM	American Assets Trust, Inc. Reports Second Quarter 2025 Financial Results (GlobeNewswire)
Jul-23-25 05:25PM	Essential Properties (EPRT) Q2 FFO Miss Estimates (Zacks)
Jul-07-25 04:15PM	American Assets Trust, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call Information (GlobeNewswire)
May-27-25 09:05AM	Implied Volatility Surging for American Assets Trust Stock Options (Zacks)
May-04-25 02:20PM	American Assets Trust: 7% Yield And A Bargain Price (Seeking Alpha)
May-01-25 03:15AM	American Assets Trust Inc (AAT) Q1 2025 Earnings Call Highlights: Strong Leasing Activity and ... (GuruFocus.com)
02:48AM	Q1 2025 American Assets Trust Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-25 04:03PM	American Assets Trust, Inc. (AAT) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-29-25 05:55PM	American Assets Trust (AAT) Surpasses Q1 FFO and Revenue Estimates (Zacks)
04:53PM	American Assets Trust: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports First Quarter 2025 Financial Results (GlobeNewswire)
Apr-19-25 06:45AM	2 Absurdly Cheap REITs With An Average 6.3% Yield To Grow Your Retirement Income (Seeking Alpha)
Apr-10-25 10:54AM	Federal Realty Investment Trust (FRT) Surges 8.2%: Is This an Indication of Further Gains? (Zacks)
Mar-31-25 04:15PM	American Assets Trust, Inc. Announces First Quarter 2025 Earnings Release Date and Conference Call Information (GlobeNewswire)
Mar-04-25 06:27PM	American Assets Trust, Inc. (AAT): Among the Dividend Stocks That Are Underperforming in 2025 (Insider Monkey)
08:42AM	Is the Options Market Predicting a Spike in American Assets Trust (AAT) Stock? (Zacks)
Feb-28-25 04:15PM	American Assets Trust, Inc. Acquires Genesee Park Apartments in San Diego, California (GlobeNewswire)
Feb-25-25 04:16PM	American Assets Trust, Inc. Announces Sale of Del Monte Shopping Center in Monterey, California (GlobeNewswire)
Feb-06-25 02:13AM	American Assets Trust Inc (AAT) Q4 2024 Earnings Call Highlights: Record Revenue Amidst Future ... (GuruFocus.com)
Feb-04-25 06:05PM	American Assets Trust (AAT) Q4 FFO and Revenues Surpass Estimates (Zacks) -6.66%
05:13PM	American Assets Trust: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports Fourth Quarter and Year End 2024 Financial Results (GlobeNewswire)
07:11AM	Earnings To Watch: American Assets Trust Inc (AAT) Reports Q4 2024 Result (GuruFocus.com)
Feb-03-25 07:07AM	American Assets Trust Inc (AAT) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Jan-21-25 04:15PM	American Assets Trust, Inc. Releases Tax Status of 2024 Distributions (GlobeNewswire)
08:32AM	Is the Options Market Predicting a Spike in American Assets Trust (AAT) Stock? (Zacks)
Jan-08-25 04:15PM	American Assets Trust, Inc. Announces Fourth Quarter and Year-End 2024 Earnings Release Date and Conference Call Information (GlobeNewswire)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
Nov-20-24 09:40AM	Are Finance Stocks Lagging American Assets Trust (AAT) This Year? (Zacks)
Oct-31-24 03:15AM	American Assets Trust Inc (AAT) Q3 2024 Earnings Call Highlights: Strong Retail and Multifamily ... (GuruFocus.com)
Oct-29-24 05:55PM	American Assets Trust (AAT) Q3 FFO and Revenues Surpass Estimates (Zacks)
04:51PM	American Assets Trust: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports Third Quarter 2024 Financial Results (GlobeNewswire)
09:11AM	American Assets Trust Inc (AAT) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-28-24 09:05AM	Earnings To Watch: American Assets Trust Inc (AAT) Reports Q3 2024 Result (GuruFocus.com)
Oct-24-24 11:05AM	Implied Volatility Surging for American Assets Trust (AAT) Stock Options (Zacks)
Oct-17-24 03:02PM	State Street Corp's Strategic Adjustment in American Assets Trust Inc (GuruFocus.com)
Oct-09-24 03:35PM	American Assets Trust Inc (AAT) Q2 2024 Earnings Call Highlights: Strong Retail and Multifamily ... (GuruFocus.com)
Oct-01-24 04:15PM	American Assets Trust, Inc. Announces Third Quarter 2024 Earnings Release Date and Conference Call Information (GlobeNewswire)
Sep-24-24 08:38AM	Is the Options Market Predicting a Spike in American Assets (AAT) Stock? (Zacks)
Sep-10-24 04:31PM	American Assets Trust, Inc. Announces Pricing of $525 Million of 6.150% Senior Unsecured Notes Due 2034 (GlobeNewswire)
Jul-30-24 05:35PM	American Assets Trust (AAT) Surpasses Q2 FFO and Revenue Estimates (Zacks)
04:33PM	American Assets Trust: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-23-24 08:30AM	Do Options Traders Know Something About American Assets Trust (AAT) Stock We Don't? (Zacks)
Jul-09-24 06:23PM	American Assets Trust, Inc. Announces Second Quarter 2024 Earnings Release Date and Conference Call Information (GlobeNewswire)
Jun-04-24 09:49AM	Do Options Traders Know Something About American Assets Trust (AAT) Stock We Don't? (Zacks)
May-06-24 11:41AM	These REITs Yield Up to 6.2% and Have Track Records of Dividend Growth (Benzinga)
May-03-24 08:41AM	American Assets Trust, Inc. (NYSE:AAT) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-02-24 03:29AM	American Assets Trust Inc (AAT) (Q1 2024) Earnings Call Transcript Highlights: Strong Start ... (GuruFocus.com)
01:54AM	Q1 2024 American Assets Trust Inc Earnings Call (Thomson Reuters StreetEvents)
Apr-30-24 08:54PM	AAT Stock Earnings: American Assets Trust Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
06:00PM	American Assets Trust (AAT) Tops Q1 FFO and Revenue Estimates (Zacks)
05:57PM	American Assets Trust Inc Surpasses Analyst Net Income Forecasts and Aligns with EPS ... (GuruFocus.com)
04:59PM	American Assets Trust: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	American Assets Trust, Inc. Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-08-24 04:15PM	American Assets Trust, Inc. Announces First Quarter 2024 Earnings Release Date and Conference Call Information (GlobeNewswire)
01:25PM	These REITs Yield Up to 6.3% and Are Have Been Growing Their Dividends (Benzinga)
Feb-08-24 11:37AM	These Top REITs Just Raised Their Dividends Again (Benzinga)
08:48AM	American Assets Trust, Inc. (NYSE:AAT) Q4 2023 Earnings Call Transcript (Insider Monkey)
03:15AM	Q4 2023 American Assets Trust Inc Earnings Call (Thomson Reuters StreetEvents)
Feb-06-24 07:30PM	American Assets Trust (AAT) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:15PM	American Assets Trust (AAT) Tops Q4 FFO and Revenue Estimates (Zacks)
05:21PM	American Assets Trust: Q4 Earnings Snapshot (Associated Press Finance)
04:52PM	American Assets Trust Inc Reports Modest Growth in FFO and Net Income for Q4 and Full Year 2023 (GuruFocus.com)
04:15PM	American Assets Trust, Inc. Reports Fourth Quarter and Year End 2023 Financial Results (GlobeNewswire)
Jan-16-24 07:22PM	American Assets Trust, Inc. Releases Tax Status of 2023 Distributions (GlobeNewswire)
Jan-08-24 04:56PM	American Assets Trust, Inc. Announces Fourth Quarter and Year-End 2023 Earnings Release Date and Conference Call Information (GlobeNewswire)
Dec-21-23 09:55AM	Should You Buy American Assets Trust (AAT) After Golden Cross? (Zacks)
Dec-08-23 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2023 (GlobeNewswire)

American Assets Trust, Inc. is a real estate investment trust. It owns, operates, acquires, and develops retail shopping centers, office properties, mixed-use properties, and multifamily properties. It operates through the following segments: Office, Retail, Multifamily, and Mixed-Use. The Office segment includes rental of office space. The Retail segment focuses on rental of retail space. The Multifamily segment refers to rental of apartments. The Mixed-Use segment offers rental of retail space and other tenant services. The company was founded on July 16, 2010 and is headquartered in San Diego, CA.

Executive Chairman of the BoardMr. Ernest Sylvan Rady

CEOMr. Adam Wyll

Executive VPMr. Robert F. Barton

Senior Vice President of Construction & DevelopmentMr. Jerry Gammieri

Senior Vice President of Retail PropertiesMr. Christopher E. Sullivan

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
RADY ERNEST S	Executive Chairman	May 27 '26	Buy	22.56	80,000	1,804,800	8,352,188	May 29 04:16 PM
RADY ERNEST S	Executive Chairman	May 28 '26	Buy	22.96	16,337	375,098	8,368,525	May 29 04:16 PM
RADY ERNEST S	Executive Chairman	May 29 '26	Buy	23.59	10,000	235,900	8,378,525	May 29 04:16 PM
RADY ERNEST S	Executive Chairman	May 22 '26	Buy	22.67	10,000	226,700	8,272,188	May 22 04:16 PM
RADY ERNEST S	Executive Chairman	May 21 '26	Buy	21.70	56,656	1,229,435	8,262,188	May 21 04:29 PM
RADY ERNEST S	Executive Chairman	May 19 '26	Buy	21.15	17,319	366,297	8,200,652	May 21 04:29 PM
RADY ERNEST S	Executive Chairman	May 20 '26	Buy	21.32	4,880	104,042	8,205,532	May 21 04:29 PM
RADY ERNEST S	Executive Chairman	May 18 '26	Buy	21.00	71,168	1,494,528	8,183,333	May 18 04:36 PM
RADY ERNEST S	Executive Chairman	May 15 '26	Buy	20.79	29,360	610,394	1,209,021	May 18 04:36 PM
RADY ERNEST S	Executive Chairman	May 14 '26	Buy	21.09	78,000	1,645,020	1,179,661	May 14 05:16 PM
RADY ERNEST S	Executive Chairman	May 13 '26	Buy	20.99	78,000	1,637,220	1,101,661	May 14 05:16 PM
RADY ERNEST S	Executive Chairman	May 12 '26	Buy	21.01	14,640	307,586	1,023,661	May 14 05:16 PM
RADY ERNEST S	Executive Chairman	Feb 25 '26	Buy	19.52	5,597	109,253	8,109,414	Feb 26 05:52 PM
RADY ERNEST S	Executive Chairman	Feb 26 '26	Buy	20.06	5,151	103,329	8,114,565	Feb 26 05:52 PM
RADY ERNEST S	Executive Chairman	Feb 23 '26	Buy	19.50	50,000	975,000	8,077,959	Feb 24 04:16 PM
RADY ERNEST S	Executive Chairman	Feb 24 '26	Buy	19.28	28,858	556,382	8,106,817	Feb 24 04:16 PM
RADY ERNEST S	Executive Chairman	Feb 20 '26	Buy	19.37	3,528	68,337	8,027,959	Feb 24 04:16 PM
RADY ERNEST S	Executive Chairman	Feb 18 '26	Buy	18.81	100,000	1,881,000	7,966,533	Feb 19 04:20 PM
RADY ERNEST S	Executive Chairman	Feb 19 '26	Buy	18.83	57,898	1,090,219	8,024,431	Feb 19 04:20 PM
RADY ERNEST S	Executive Chairman	Feb 17 '26	Buy	18.53	1,968	36,467	7,866,533	Feb 19 04:20 PM

Open in Screener

CDNL

Cardinal Infrastructure Group Inc

May 29 • 04:00PM ET

51.89

-1.07 -2.02 %

Industrials • Engineering & Construction • USA • Mid • NASD

CDNL Cardinal Infrastructure Group Inc daily Stock Chart

Peers: GVA MYRG PRIM EME FIX FLR MTZ PWR TTEK STRL

| Held by: VTI IWM VXF VTWO IWO IWN SPIT MSSM VTWG RSSL

Index	RUT	P/E	-	EPS (ttm)	-	Insider Own	10.75%	Shs Outstand	15.29M	Perf Week	3.72%
Market Cap	2.22B	Forward P/E	24.71	EPS next Y	2.10	Insider Trans	0.59%	Shs Float	13.65M	Perf Month	13.12%
Enterprise Value	2.60B	PEG	-	EPS next Q	0.46	Inst Own	98.89%	Short Float	9.29%	Perf Quarter	61.05%
Income	-	P/S	-	EPS this Y	127.16%	Inst Trans	4.97%	Short Ratio	2.83	Perf Half Y	-
Sales	-	P/B	11.27	EPS next Y	14.13%	ROA	-	Short Interest	1.27M	Perf YTD	114.60%
Book/sh	4.60	P/C	50.58	EPS next 5Y	-	ROE	-	52W High	63.18 -17.87%	Perf Year	-
Cash/sh	1.03	P/FCF	-	EPS past 3/5Y	-1.25% -	ROIC	-	52W Low	21.98 136.08%	Perf 3Y	-
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	35.63% -	Gross Margin	-	Volatility	9.21% 9.74%	Perf 5Y	-
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	4.49	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.73	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	51.95	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	1.73	EPS Q/Q	-32.05%	SMA20	-1.81%	Beta	-	Target Price	61.50
Payout	0.00%	Debt/Eq	3.23	Sales Q/Q	97.24%	SMA50	9.55%	Rel Volume	0.86	Prev Close	52.96
Employees	1480	LT Debt/Eq	2.96	Earnings	May 12 BMO	SMA200	45.07%	Avg Volume	447.43K	Price	51.89
IPO	Dec 10, 2025	Option/Short	No / Yes	EPS/Sales Surpr.	31.43% 32.32%	Trades		Volume	386,880	Change	-2.02%

Date	Action	Analyst	Rating Change	Price Target Change
May-28-26	Initiated	Oppenheimer	Outperform	$60
Jan-20-26	Initiated	DA Davidson	Buy
Jan-05-26	Initiated	William Blair	Outperform
Jan-05-26	Initiated	Stifel	Buy	$28

May-21-26 11:39AM	Cardinal Infrastructure Group Strengthens Operational Leadership Across its Footprint (PR Newswire)
May-19-26 10:30AM	Cardinal Infrastructure Group to Participate in Upcoming Investor Conferences (PR Newswire)
May-12-26 07:00PM	Cardinal Infrastructure Group Inc (CDNL) Q1 2026 Earnings Call Highlights: Record Revenue ... (GuruFocus.com) -5.43%
06:34AM	Cardinal: Q1 Earnings Snapshot (Associated Press)
06:30AM	Cardinal Infrastructure Group Inc. Announces First Quarter 2026 Results and Raises 2026 Outlook (PR Newswire)
11:24AM	Loading…
Apr-28-26 11:24AM	Cardinal Infrastructure Group Schedules First Quarter 2026 Earnings Conference Call (PR Newswire)
Apr-09-26 04:30PM	Cardinal Infrastructure Group Awarded Contract for Large-Scale Data Center Campus Development (PR Newswire)
Apr-07-26 08:00PM	Is Cardinal Infrastructure Group Inc. (CDNL) Stock Outpacing Its Construction Peers This Year? (Quartz)
Mar-20-26 10:01AM	Cardinal Infrastructure Group Announces Appointment of Erik West as President of the Carolinas (PR Newswire)
08:30AM	Cardinal Infrastructure Group to be Added to the Russell 2000 and 3000 Indexes (PR Newswire)
Mar-19-26 06:30AM	Cardinal Infrastructure Group Inc. Announces Full Year 2025 Results and Affirms 2026 Guidance (PR Newswire)
Mar-10-26 03:15PM	Cardinal Infrastructure Group Schedules Full Year 2025 Earnings Conference Call (PR Newswire)
Feb-26-26 09:30AM	Cardinal Infrastructure Group Announces Key Leadership Appointments (PR Newswire)
Feb-20-26 02:43PM	IPO Stock Of The Week: Cardinal Surges Past First Buy Point, Triggers Rare Signal (Investor's Business Daily) +6.36%
Feb-19-26 12:17PM	IPO Stock Jumps Past Buy Point On Booming Preliminary Revenue, Outlook (Investor's Business Daily) +31.31%
06:02PM	Loading…
Feb-18-26 06:02PM	Cardinal Infrastructure Group (CDNL) Announces the Acquisition of A. L. Grading Contractors, Selected Preliminary Estimated Operating Results for 2025, and Updated Consolidated Guidance for 2026 (PR Newswire)
Jan-16-26 02:31PM	IPO Stock Of The Week Cardinal Infrastructure Eyes First Buy Point After December Debut (Investor's Business Daily)
Dec-09-25 07:51PM	Cardinal Infrastructure Group Inc. Announces Pricing of Initial Public Offering (PR Newswire)

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

CEO & ChairmanMr. Jeremy Spivey

Chief Financial OfficerMr. Mike Rowe

President of CarolinasMr. Erik West

Chief Operating OfficerMr. Benjamin A. Wood

Director of Investor RelationsMs. Emily Lear

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Wood Benjamin	CHIEF OPERATING OFFICER	May 27 '26	Buy	51.30	20,000	1,025,900	20,000	May 29 05:15 PM
Zelman Ivy	Director	Mar 26 '26	Buy	36.33	6,921	251,440	15,326	Mar 27 05:00 PM

Open in Screener

CURI

CuriosityStream Inc

May 29 • 04:00PM ET

2.86

+0.12 4.38 %

Communication Services • Broadcasting • USA • Micro • NASD

CURI CuriosityStream Inc daily Stock Chart

Peers: LEE UONE HUYA TZOO NCMI ROKU BILI RUM ZIP EVER

| Held by: VTI IWM VXF DES IWO VTWO IWC VFQY DFAS GSSC

Index	RUT	P/E	-	EPS (ttm)	-0.14	Insider Own	31.75%	Shs Outstand	59.29M	Perf Week	10.85%
Market Cap	169.56M	Forward P/E	16.82	EPS next Y	0.17	Insider Trans	0.53%	Shs Float	40.46M	Perf Month	-7.44%
Enterprise Value	152.89M	PEG	-	EPS next Q	0.04	Inst Own	32.07%	Short Float	5.35%	Perf Quarter	-15.38%
Income	-8.07M	P/S	2.36	EPS this Y	190.91%	Inst Trans	-4.67%	Short Ratio	4.95	Perf Half Y	-39.28%
Sales	71.73M	P/B	4.65	EPS next Y	70.00%	ROA	-10.46%	Short Interest	2.16M	Perf YTD	-24.74%
Book/sh	0.61	P/C	8.29	EPS next 5Y	-	ROE	-17.07%	52W High	7.01 -59.20%	Perf Year	-56.13%
Cash/sh	0.34	P/FCF	13.76	EPS past 3/5Y	51.29% 37.69%	ROIC	-20.28%	52W Low	2.30 24.35%	Perf 3Y	203.95%
Dividend Est.	-	EV/EBITDA	25.48	Sales past 3/5Y	-2.81% 12.58%	Gross Margin	57.21%	Volatility	5.10% 5.94%	Perf 5Y	-74.18%
Dividend TTM	0.32 (11.12%)	EV/Sales	2.13	EPS Y/Y TTM	-0.15%	Oper. Margin	-12.45%	ATR (14)	0.18	Perf 10Y	-
Dividend Ex-Date	Jun 05, 2026	Quick Ratio	0.95	Sales Y/Y TTM	32.29%	Profit Margin	-11.26%	RSI (14)	47.93	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.95	EPS Q/Q	-501.79%	SMA20	-0.56%	Beta	1.78	Target Price	5.33
Payout	-	Debt/Eq	0.10	Sales Q/Q	0.47%	SMA50	-6.96%	Rel Volume	1.41	Prev Close	2.74
Employees	42	LT Debt/Eq	0.09	Earnings	May 14 AMC	SMA200	-26.18%	Avg Volume	437.26K	Price	2.86
IPO	Jan 08, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	33.33% -9.69%	Trades		Volume	615,059	Change	4.38%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-18-25	Initiated	Craig Hallum	Buy	$7
May-07-25	Upgrade	Barrington Research	Mkt Perform → Outperform	$6
Aug-16-22	Downgrade	Barrington Research	Outperform → Mkt Perform
Sep-17-21	Initiated	JP Morgan	Overweight	$15
Jun-18-21	Downgrade	BofA Securities	Buy → Underperform	$14
Apr-09-21	Initiated	DA Davidson	Buy	$26
Apr-06-21	Initiated	BofA Securities	Buy	$16
Mar-18-21	Initiated	Barrington Research	Outperform	$21
Mar-03-21	Initiated	Needham	Buy	$25
Feb-16-21	Initiated	ROTH Capital	Buy	$23
Jan-12-21	Initiated	The Benchmark Company	Buy	$22
Jan-06-21	Downgrade	B. Riley Securities	Buy → Neutral	$16
Dec-22-20	Downgrade	Stifel	Buy → Hold	$12

Show Previous Ratings

May-28-26 11:00AM	Curiosity Stream Launches on the Apple TV App in Mexico (ACCESSWIRE)
May-15-26 08:30AM	CuriosityStream Inc. Q1 2026 Earnings Call Summary (Moby) -19.49%
01:01AM	CuriosityStream Inc (CURI) Q1 2026 Earnings Call Highlights: Navigating Growth Amidst Challenges (GuruFocus.com)
May-14-26 04:05PM	CuriosityStream Reports First Quarter 2026 Financial Results and Raises Dividend (ACCESSWIRE) +6.10%
Apr-30-26 09:00AM	CuriosityStream to Report First Quarter 2026 Financial Results on May 14 (ACCESSWIRE)
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Mar-16-26 08:40AM	CuriosityStream to Participate at the 38th Annual Roth Conference (ACCESSWIRE)
Mar-11-26 11:00PM	CuriosityStream Inc (CURI) Q4 2025 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com)
08:16PM	CuriosityStream Inc. Q4 2025 Earnings Call Summary (Moby)
04:05PM	CuriosityStream Reports 40% Revenue Growth for Full-Year 2025 (ACCESSWIRE)
Mar-04-26 09:00AM	Curiosity Stream Celebrates the 100th Episode of "Breakthrough" with a Powerful New Space Exploration Special (ACCESSWIRE)
Feb-25-26 08:05PM	TKO Group Holdings (TKO) Reports Q4 Loss, Beats Revenue Estimates (Zacks)
Feb-19-26 09:00AM	Curiosity Stream Launches on Amazon Prime Video Channels in Germany (ACCESSWIRE)
Feb-10-26 09:00AM	CuriosityStream to Report Fourth Quarter and Year End 2025 Financial Results on March 11 (ACCESSWIRE)
Feb-05-26 09:00AM	CuriosityStream Appoints Industry Veteran John Vilade as Chief Commercial Officer to Accelerate AI Licensing and Partner Growth (ACCESSWIRE) -7.58%
Feb-04-26 09:00AM	CuriosityStream Declares Quarterly Cash Dividend (ACCESSWIRE)
07:16AM	Loading…
Jan-30-26 07:16AM	CuriosityStream Inc. (CURI) Stock Poised for Growth with Strong Buy Consensus and $6 Target (Insider Monkey)
Jan-08-26 09:00AM	CuriosityStream Reiterates Q4 and Full-Year 2025 Outlook (ACCESSWIRE)
Dec-31-25 10:19AM	CuriosityStream to Participate at 28th Annual Needham Growth Conference (Business Wire)
Dec-03-25 04:05PM	CuriosityStream to Participate at 14th Annual ROTH Deer Valley Event (Business Wire)
Nov-13-25 01:09PM	Why CuriosityStream Stock Is Skyrocketing Today (Motley Fool) +23.94%
12:03AM	CuriosityStream Inc (CURI) Q3 2025 Earnings Call Highlights: Surging Revenue and Strategic AI ... (GuruFocus.com)
Nov-12-25 06:10PM	CuriosityStream Inc. (CURI) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:05PM	CuriosityStream Reports 46% Year-over-Year Revenue Increase (Business Wire)
Nov-06-25 08:25PM	DraftKings (DKNG) Reports Q3 Loss, Lags Revenue Estimates (Zacks) -7.58%
01:00PM	CuriosityStream Names John Higgins Vice President, Content Partnerships, to Accelerate Growth in AI Licensing and Strategic Alliances (Business Wire)
Nov-05-25 07:45AM	Cinemark Holdings (CNK) Lags Q3 Earnings Estimates (Zacks)
Nov-04-25 09:00AM	CuriosityStream to Participate at Upcoming Conferences in November (Business Wire)
Oct-29-25 09:00AM	CuriosityStream Unveils New Licensing Partnerships Across Global Media and Next-Generation AI Platforms (Business Wire) +5.62%
Oct-23-25 04:05PM	CuriosityStream to Report Third Quarter 2025 Financial Results on November 12 (Business Wire)
Sep-16-25 10:00AM	Curiosity Expands FAST Footprint with Launch of Curiosity Now on Prime Video (Business Wire)
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Sep-05-25 08:00AM	CuriosityStream to Participate at Upcoming Conferences in September (Business Wire)
Aug-27-25 03:43AM	CuriosityStream Inc. (CURI) Becomes Penn Mutual's 18th Largest Holding (Insider Monkey)
Aug-12-25 09:27PM	CuriosityStream Announces Pricing of Secondary Public Offering of Common Stock (Business Wire)
06:20PM	CuriosityStream Announces Secondary Public Offering of Shares of Common Stock (Business Wire)
Aug-11-25 09:00AM	Curiosity Expands Footprint Through Multi-Tier Distribution Deal with DIRECTV (Business Wire) -6.33%
Aug-06-25 10:38AM	Curiosity Stream Expands Global Prime Video Partnership with Launch as an Add-On Subscription in Australia and New Zealand (Business Wire) -9.98%
03:35AM	CuriosityStream Inc (CURI) Q2 2025 Earnings Call Highlights: Surpassing Revenue Expectations ... (GuruFocus.com)
Aug-05-25 06:15PM	CuriosityStream Inc. (CURI) Meets Q2 Earnings Estimates (Zacks)
04:05PM	CuriosityStream Reports 53% Year-Over-Year Revenue Increase to $19 Million for Q2 2025 (Business Wire)
Aug-04-25 10:05AM	What To Expect From CuriosityStream Inc (CURI) Q2 2025 Earnings (GuruFocus.com)
Jul-24-25 11:18PM	CuriosityStream's (CURI) Special Dividend: A Reward for Long-Term Investors (Insider Monkey)
09:50AM	Imax (IMAX) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-17-25 09:00AM	CuriosityStream to Report Second Quarter 2025 Financial Results on August 5 (Business Wire)
Jul-16-25 09:00AM	CuriosityStream Extends CEO Clint Stinchcombs Contract Through 2029 (Business Wire)
Jul-14-25 06:00AM	Extinction Is Still Complicated: Curiosity Streams New Documentary De-Extinction Explores the Promise and Perils of Species Revival (Business Wire)
Jun-30-25 09:00AM	Curiosity University Launches on Amazon Prime Video Channels in Sweden (Business Wire) +6.23%
Jun-27-25 09:40AM	Are Consumer Discretionary Stocks Lagging CuriosityStream (CURI) This Year? (Zacks)
Jun-23-25 10:00AM	Curiosity University Launches on Amazon Prime Video Channels in the UK (Business Wire) +8.74%
Jun-17-25 09:00AM	Sink Your Teeth Into JAWS AND CLAWS WEEK Only on Curiosity Stream (Business Wire)
Jun-13-25 09:00AM	CuriosityStream Reaffirms Special One-Time Cash Dividend of $0.10 Per Share (Business Wire) -8.02%
06:00AM	Curiosity Expands Global Footprint with New Slate of International Content Licensing Deals (Business Wire)
Jun-11-25 09:40AM	Is Bilibili (BILI) Stock Outpacing Its Consumer Discretionary Peers This Year? (Zacks)
09:00AM	Curiosity Expands in Spain with Samsung TV Plus (Business Wire)
Jun-10-25 04:05PM	CuriosityStream to Participate in Singular Researchs Summer Solstice Conference In New York City (Business Wire) -11.68%
Jun-09-25 09:00AM	Cignal TV Partners with Curiosity to Launch Southeast Asias First Super Premium Bundle (Business Wire)
May-29-25 12:00PM	What Makes CuriosityStream Inc. (CURI) a Strong Momentum Stock: Buy Now? (Zacks)
May-27-25 08:00AM	CuriosityStream to Join Russell 2000 Index (Business Wire) +8.10%
May-26-25 09:40AM	Are Consumer Discretionary Stocks Lagging CuriosityStream (CURI) This Year? (Zacks)
May-18-25 07:30PM	3 Artificial Intelligence (AI) Stocks That Could Soar in the Second Half of 2025 (Motley Fool)
May-15-25 10:02AM	3 Film & Television Production Stocks to Watch Amid Dull Industry Trends (Zacks) -9.18%
May-13-25 12:00PM	Here's Why CuriosityStream Inc. (CURI) is a Great Momentum Stock to Buy (Zacks) +12.40%
May-09-25 09:40AM	Is Stride (LRN) Stock Outpacing Its Consumer Discretionary Peers This Year? (Zacks) +11.63%
09:00AM	CuriosityStream Declares Special One-Time Cash Dividend of $0.10 per share (Business Wire)
May-07-25 12:24PM	Why CuriosityStream Stock Surged Nearly 50% Higher Today (Motley Fool) +40.30%
03:24AM	CuriosityStream Inc (CURI) Q1 2025 Earnings Call Highlights: Record Revenue and First-Ever ... (GuruFocus.com)
May-06-25 06:40PM	CuriosityStream Inc. (CURI) Q1 Earnings and Revenues Beat Estimates (Zacks)
04:09PM	CuriosityStream Reports First-Ever Positive Net Income for Q1 2025 (Business Wire)
May-05-25 10:20AM	What To Expect From CuriosityStream Inc (CURI) Q1 2025 Earnings (GuruFocus.com)
May-02-25 07:40AM	Cinemark Holdings (CNK) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Apr-29-25 08:15PM	Why CuriosityStream Inc (CURI) is Surging in 2025 (Insider Monkey) -8.76%
Apr-23-25 09:00AM	Curiosity Stream Now Available on Prime Video in Key European Markets (Business Wire)
Apr-21-25 04:05PM	CuriosityStream to Report First Quarter 2025 Financial Results on May 6, 2025 (Business Wire) +15.41%
Mar-30-25 07:23AM	CuriosityStream: Short-Term Gains Vs. Long-Term Reality In Crowded Streaming Market (Seeking Alpha)
Mar-24-25 09:00AM	Curiosity University Launches as a Premium Subscription on The Roku Channel (Business Wire)
Mar-11-25 04:05PM	CuriosityStream Announces Fourth Quarter and Full-Year 2024 Financial Results and an Additional Dividend Increase (Business Wire) +19.91%
Feb-26-25 08:30AM	CuriosityStream to Participate in the 37th Annual ROTH Conference (Business Wire)
Feb-21-25 08:30AM	CuriosityStream to Report Fourth Quarter & Full-Year 2024 Financial Results on March 11, 2025 (Business Wire) -6.72%
Jan-31-25 06:00AM	CuriosityStream Announces Quarterly Dividend Increase (Business Wire) +18.81%
Jan-15-25 09:00AM	CuriosityStream Expands Content Licensing to Drive Revenue Growth and Meet Growing AI Training Demands (Business Wire) +7.74%
Jan-10-25 12:15PM	CuriosityStream Inc. to Participate at the 27th Annual Needham Growth Conference (Business Wire) -7.14%
Dec-19-24 10:00AM	Curiositys Global Reach Grows With Key FAST Launches Across Fubo, DirecTV, Sky UK, Xumo, and More (Business Wire)
Dec-17-24 12:06PM	HITN Partners with Curiosity to Bring Premium Documentary Series and Specials to Spanish-Speaking Audiences in the US (Business Wire)
Nov-06-24 04:05PM	CuriosityStream Reports Q3 2024 Earnings Results (Business Wire) +9.13% -26.62%
Oct-18-24 06:18AM	Curiosity Inc. Announces Content Distribution Partnership with Off The Fence (Business Wire)
Oct-16-24 09:00AM	CuriosityStream To Report Third Quarter 2024 Financial Results on November 6, 2024 (Business Wire) +13.72%
Sep-30-24 06:00AM	Charge Your Curiosity With Shell Recharge's Collaboration With Curiosity Stream (Business Wire)
Sep-12-24 12:22PM	Curiosity Expands FAST Distribution with Samsung TV Plus (Business Wire) +23.93%
02:27AM	CuriosityStream Inc. (CURI): Short Seller Sentiment is Bearish (Insider Monkey)
Sep-09-24 06:00AM	CuriosityStream Inc. to Participate in the Singular Research Autumn Equinox Compelling Values Conference (Business Wire)
Sep-05-24 09:04AM	Curiosity University Now Available on Prime Video (Business Wire)
Sep-02-24 08:50PM	CuriosityStream Inc. (CURI): Evaluating Its Position Among the Top Broadcasting Stocks to Buy (Insider Monkey)
Aug-29-24 09:30AM	Curiosity Channel Launches On Vodafone TV PLAY (Business Wire)
08:31AM	10 Best Broadcasting Stocks to Buy (Insider Monkey)
Aug-20-24 11:34PM	Director Michael Nikzad Sells 181,265 Shares of CuriosityStream Inc (CURI) (GuruFocus.com)
Aug-13-24 04:05PM	CuriosityStream Reports Q2 2024 Earnings Results (Business Wire) +9.17%
Aug-08-24 09:00AM	CuriosityStream To Report Second Quarter 2024 Financial Results on August 13, 2024 (Business Wire)
Jul-23-24 09:00AM	Curiosity Launches FAST Channel on VIZIO Smart TVs (Business Wire)
Jun-21-24 06:00AM	Curiosity Stream Announces Content Distribution Partnership with Harbour Rights (Business Wire) +10.19%
Jun-17-24 09:00AM	CuriosityStream Inc. to Participate in the Singular Research Summer Solstice Conference in New York City (Business Wire) -6.67%
Jun-14-24 07:30AM	Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Friday (InvestorPlace)

CuriosityStream, Inc. is a media and entertainment company. It offers video and audio programming across the principal categories of factual entertainment, including science, history, society, nature, lifestyle, and technology. The company was founded by John S. Hendricks on June 06, 2008 and is headquartered in Silver Spring, MD.

PresidentMr. Clint Stinchcomb

CFO & TreasurerMr. Phillip Brady Hayden

COO & SecretaryMs. Tia Cudahy J.D.

SVP & General CounselMs. Rebecca R. Reed

Founder & Independent Chairman of the BoardMr. John S. Hendricks

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Stinchcomb Clinton Larry	President and CEO	May 27 '26	Buy	2.74	94,256	258,638	2,945,516	May 29 04:02 PM
Stinchcomb Clinton Larry	President and CEO	May 26 '26	Buy	2.67	30,000	80,040	2,851,260	May 28 04:01 PM
Hayden Phillip Brady	Chief Financial Officer	Jan 02 '26	Sale	3.76	17,474	65,662	101,667	Jan 02 04:48 PM
Hayden Phillip Brady	Officer	Jan 02 '26	Proposed Sale	3.80	17,474	66,401		Jan 02 01:56 PM
Hayden Phillip Brady	Chief Financial Officer	Dec 15 '25	Sale	4.59	2,000	9,180	119,141	Dec 15 04:33 PM
Hayden Phillip Brady	Officer	Dec 15 '25	Proposed Sale	4.59	2,000	9,180		Dec 15 09:50 AM
Cudahy Theresa Ellen	COO and Secretary	Dec 10 '25	Sale	4.98	5,768	28,702	508,880	Dec 12 04:00 PM
Cudahy Theresa Ellen	Officer	Dec 10 '25	Proposed Sale	4.98	5,768	28,699		Dec 10 05:05 PM
Stinchcomb Clinton Larry	President and CEO	Nov 25 '25	Sale	4.62	100,000	462,400	2,417,998	Nov 25 04:28 PM
Stinchcomb Clinton Larry	President and CEO	Nov 24 '25	Sale	4.65	141,206	657,032	2,517,998	Nov 24 05:22 PM
Stinchcomb Clinton Larry	President and CEO	Nov 20 '25	Sale	4.92	63,674	313,276	2,672,076	Nov 24 05:22 PM
Stinchcomb Clinton Larry	President and CEO	Nov 21 '25	Sale	4.60	12,872	59,211	2,659,204	Nov 24 05:22 PM
HUBERMAN JONATHAN	Director	Nov 20 '25	Sale	5.00	14,116	70,580	1,210,169	Nov 24 04:37 PM
Cudahy Theresa Ellen	COO and Secretary	Nov 20 '25	Sale	4.98	10,200	50,806	514,648	Nov 24 04:33 PM
HUBERMAN JONATHAN	Director	Nov 20 '25	Proposed Sale	5.00	14,119	70,595		Nov 20 05:53 PM
Stinchcomb Clinton Larry	Officer	Nov 20 '25	Proposed Sale	4.58	317,752	1,455,304		Nov 20 05:31 PM
Cudahy Theresa Ellen	Officer	Nov 20 '25	Proposed Sale	4.98	10,200	50,802		Nov 20 04:13 PM
Hayden Phillip Brady	Chief Financial Officer	Nov 17 '25	Sale	4.50	1,343	6,044	121,141	Nov 17 05:28 PM
Cudahy Theresa Ellen	COO and Secretary	Nov 13 '25	Sale	4.98	5,553	27,648	524,848	Nov 17 05:27 PM
HUBERMAN JONATHAN	Director	Nov 13 '25	Sale	5.00	9,291	46,455	1,224,285	Nov 17 05:25 PM
Hayden Phillip Brady	Officer	Nov 17 '25	Proposed Sale	4.50	1,343	6,044		Nov 17 11:41 AM
HUBERMAN JONATHAN	Director	Nov 13 '25	Proposed Sale	5.00	9,291	46,455		Nov 13 05:29 PM
Cudahy Theresa Ellen	Officer	Nov 13 '25	Proposed Sale	4.98	5,553	27,648		Nov 13 04:28 PM
Hayden Phillip Brady	Chief Financial Officer	Nov 06 '25	Sale	3.87	17,508	67,703	20,817	Nov 10 04:00 PM
Reed Rebecca R	Gen Counsel	Nov 06 '25	Sale	4.06	4,559	18,510	26,774	Nov 10 04:00 PM
Hayden Phillip Brady	Officer	Nov 06 '25	Proposed Sale	3.87	17,508	67,754		Nov 06 04:13 PM
Reed Rebecca R	Officer	Nov 06 '25	Proposed Sale	4.06	4,559	18,510		Nov 06 09:40 AM
HUBERMAN JONATHAN	Director	Sep 12 '25	Sale	4.75	50,000	237,500	1,233,576	Sep 12 04:19 PM
HUBERMAN JONATHAN	Director	Sep 11 '25	Sale	4.50	25,000	112,500	1,283,576	Sep 12 04:19 PM
HUBERMAN JONATHAN	Director	Sep 12 '25	Proposed Sale	4.75	50,000	237,500		Sep 12 11:04 AM
HUBERMAN JONATHAN	Director	Sep 05 '25	Sale	4.61	25,000	115,237	1,308,576	Sep 09 04:44 PM
HUBERMAN JONATHAN	Director	Sep 05 '25	Proposed Sale	4.60	50,000	230,000		Sep 05 03:50 PM
HUBERMAN JONATHAN	Director	Sep 04 '25	Sale	4.55	25,000	113,768	1,333,576	Sep 04 05:02 PM
HUBERMAN JONATHAN	Director	Sep 02 '25	Sale	4.60	15,807	72,750	1,358,576	Sep 04 05:02 PM
Hayden Phillip Brady	Chief Financial Officer	Aug 29 '25	Sale	4.41	35,578	157,041	54,474	Sep 02 04:55 PM
Hayden Phillip Brady	Chief Financial Officer	Sep 02 '25	Sale	4.56	16,149	73,639	38,325	Sep 02 04:55 PM
HUBERMAN JONATHAN	Director	Aug 29 '25	Sale	4.49	40,057	180,016	1,374,383	Sep 02 04:51 PM
Hayden Phillip Brady	Officer	Sep 02 '25	Proposed Sale	4.56	16,149	73,639		Sep 02 12:36 PM
HUBERMAN JONATHAN	Director	Aug 29 '25	Proposed Sale	4.60	50,000	230,000		Aug 29 03:24 PM
Hayden Phillip Brady	Officer	Aug 29 '25	Proposed Sale	4.40	35,578	156,543		Aug 29 10:46 AM
HUBERMAN JONATHAN	Director	Aug 26 '25	Sale	4.45	16,225	72,201	1,414,536	Aug 27 05:20 PM
HUBERMAN JONATHAN	Director	Aug 25 '25	Sale	4.45	2,815	12,527	1,430,761	Aug 27 05:20 PM
HUBERMAN JONATHAN	Director	Aug 27 '25	Sale	4.45	96	427	1,414,440	Aug 27 05:20 PM
HUBERMAN JONATHAN	Director	Aug 25 '25	Proposed Sale	4.45	50,000	222,500		Aug 25 02:44 PM
Reed Rebecca R	Gen Counsel	Aug 20 '25	Sale	4.07	273	1,111	31,277	Aug 21 04:38 PM
Reed Rebecca R	Officer	Aug 20 '25	Proposed Sale	4.07	273	1,111		Aug 20 09:57 AM
HENDRICKS JOHN S	Director	Aug 14 '25	Sale	3.50	8,050,000	28,175,000	12,206,188	Aug 18 05:15 PM
Hendricks Andrew	Director	Jun 13 '25	Sale	4.80	2,000	9,608	126,883	Jun 17 02:31 PM
Hendricks Andrew	Director	Jun 16 '25	Sale	4.80	2,000	9,600	124,883	Jun 17 02:31 PM
Stinchcomb Clinton Larry	President and CEO	Jun 13 '25	Sale	4.68	252,486	1,181,054	2,085,827	Jun 17 01:21 PM
Stinchcomb Clinton Larry	President and CEO	Jun 16 '25	Sale	4.70	80,000	375,680	2,005,827	Jun 17 01:21 PM
HENDRICKS JOHN S	Director	Jun 16 '25	Sale	4.71	102,810	484,451	20,262,775	Jun 17 10:28 AM
HENDRICKS JOHN S	Director	Jun 13 '25	Sale	4.62	80,000	369,288	20,365,585	Jun 17 10:28 AM
Stinchcomb Clinton Larry	Officer	Jun 16 '25	Proposed Sale	4.70	80,000	375,684		Jun 16 04:41 PM
Hendricks Andrew	Director	Jun 16 '25	Proposed Sale	4.80	2,000	9,600		Jun 16 12:19 PM
Stinchcomb Clinton Larry	Officer	Jun 13 '25	Proposed Sale	4.68	252,486	1,181,064		Jun 13 04:35 PM
Hendricks Andrew	Director	Jun 13 '25	Proposed Sale	4.80	2,000	9,608		Jun 13 04:11 PM
HENDRICKS JOHN S	Director	Jun 11 '25	Sale	5.20	150,000	779,610	20,570,585	Jun 12 04:51 PM
HENDRICKS JOHN S	Director	Jun 12 '25	Sale	5.11	125,000	638,925	20,445,585	Jun 12 04:51 PM
HENDRICKS JOHN S	Director	Jun 10 '25	Sale	5.20	45,470	236,667	20,720,585	Jun 12 04:51 PM
HENDRICKS JOHN S	Director	Jun 05 '25	Sale	6.07	71,720	435,111	20,791,055	Jun 09 08:02 PM
HENDRICKS JOHN S	Director	Jun 09 '25	Sale	5.74	25,000	143,470	20,766,055	Jun 09 08:02 PM
HENDRICKS JOHN S	Officer	Jun 05 '25	Proposed Sale	6.06	600,000	3,636,000		Jun 05 03:17 PM

Open in Screener

GSHD

Goosehead Insurance Inc

May 29 • 04:00PM ET

34.39

-0.84 -2.38 %

Financial • Insurance Brokers • USA • Small • NASD

GSHD Goosehead Insurance Inc daily Stock Chart

Peers: BWIN ARX NP AJG BRO AON WTW RYAN AGO KNSL

| Held by: IJR VTI VB IWM VBK VXF SPSM KIE IWO VTWO

Index	RUT	P/E	29.97	EPS (ttm)	1.15	Insider Own	9.32%	Shs Outstand	23.67M	Perf Week	-19.06%
Market Cap	1.22B	Forward P/E	12.57	EPS next Y	2.74	Insider Trans	-7.48%	Shs Float	21.46M	Perf Month	-27.17%
Enterprise Value	1.49B	PEG	0.57	EPS next Q	0.51	Inst Own	113.81%	Short Float	8.58%	Perf Quarter	-36.55%
Income	30.38M	P/S	3.20	EPS this Y	17.95%	Inst Trans	-1.79%	Short Ratio	4.19	Perf Half Y	-51.33%
Sales	382.80M	P/B	-	EPS next Y	24.69%	ROA	7.54%	Short Interest	1.84M	Perf YTD	-53.31%
Book/sh	-5.12	P/C	42.09	EPS next 5Y	22.09%	ROE	-	52W High	113.00 -69.57%	Perf Year	-68.30%
Cash/sh	0.82	P/FCF	15.44	EPS past 3/5Y	241.96% 15.53%	ROIC	12.53%	52W Low	33.68 2.11%	Perf 3Y	-34.21%
Dividend Est.	-	EV/EBITDA	14.98	Sales past 3/5Y	20.38% 25.57%	Gross Margin	-	Volatility	8.08% 6.75%	Perf 5Y	-59.02%
Dividend TTM	-	EV/Sales	3.89	EPS Y/Y TTM	-3.08%	Oper. Margin	22.86%	ATR (14)	2.84	Perf 10Y	-
Dividend Ex-Date	Jan 21, 2025	Quick Ratio	1.32	Sales Y/Y TTM	17.56%	Profit Margin	7.94%	RSI (14)	32.73	Recom	2.36
Dividend Gr. 3/5Y	- -	Current Ratio	1.32	EPS Q/Q	111.18%	SMA20	-14.09%	Beta	1.53	Target Price	65.31
Payout	0.00%	Debt/Eq	-	Sales Q/Q	23.14%	SMA50	-18.76%	Rel Volume	1.93	Prev Close	35.23
Employees	1600	LT Debt/Eq	-	Earnings	Apr 22 AMC	SMA200	-45.01%	Avg Volume	439.72K	Price	34.39
IPO	Apr 27, 2018	Option/Short	Yes / Yes	EPS/Sales Surpr.	86.02% 9.46%	Trades		Volume	846,760	Change	-2.38%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-17-26	Resumed	RBC Capital Mkts	Sector Perform	$49
Feb-18-26	Upgrade	Piper Sandler	Neutral → Overweight	$69
Dec-01-25	Initiated	Jefferies	Buy	$93
Aug-13-25	Initiated	Cantor Fitzgerald	Overweight	$125
Jul-24-25	Downgrade	Piper Sandler	Overweight → Neutral	$109
Aug-22-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$90
Aug-15-24	Downgrade	TD Cowen	Buy → Hold	$98 → $94
Jan-10-24	Initiated	TD Cowen	Outperform	$105
Oct-17-23	Initiated	UBS	Buy	$84
Sep-20-23	Upgrade	BMO Capital Markets	Market Perform → Outperform	$86 → $90
Feb-06-23	Initiated	Credit Suisse	Outperform	$72
Jan-20-23	Initiated	BMO Capital Markets	Market Perform	$39
Jul-28-22	Downgrade	William Blair	Outperform → Mkt Perform
Oct-18-21	Downgrade	BofA Securities	Neutral → Underperform	$154
Sep-09-21	Initiated	JMP Securities	Mkt Outperform	$170
Sep-08-21	Initiated	Truist	Hold	$155
Jul-01-21	Downgrade	JP Morgan	Overweight → Neutral	$100 → $135
Jun-25-21	Initiated	Piper Sandler	Overweight	$145
May-24-21	Resumed	JP Morgan	Overweight	$145 → $100
Apr-15-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$130

Show Previous Ratings

Apr-23-26 03:06AM	Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +11.39%
Apr-22-26 08:17PM	Goosehead Insurance, Inc Q1 2026 Earnings Call Summary (Moby)
04:17PM	Goosehead: Q1 Earnings Snapshot (Associated Press)
04:02PM	Goosehead Insurance, Inc. Appoints John Martin as Chief Financial Officer and Promotes Mark Jones, Jr. to President and Chief Operating Officer (GlobeNewswire)
04:02PM	Goosehead Insurance, Inc. Announces First Quarter 2026 Results (GlobeNewswire)
10:30AM	Loading…
Apr-15-26 10:30AM	Goosehead Insurance, Inc. to Report First Quarter 2026 Results (GlobeNewswire)
Mar-30-26 04:01PM	Goosehead Insurance, Inc. Announces Appointment of Martin Thornthwaite as General Counsel and Corporate Secretary (GlobeNewswire)
Mar-04-26 05:33PM	AI Agents Remain a Threat to Insurance Agents, Analyst Says (Barrons.com)
Feb-18-26 08:30AM	Goosehead Insurance, Inc Q4 2025 Earnings Call Summary (Moby) -6.42%
12:01AM	Goosehead Insurance Inc (GSHD) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Feb-17-26 07:43PM	Goosehead Insurance Q4 Earnings Call Highlights (MarketBeat)
05:30PM	Goosehead (GSHD) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Goosehead Insurance (GSHD) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:21PM	Goosehead: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2025 Results (GlobeNewswire)
09:20AM	Loading…
Feb-13-26 09:20AM	Strength Seen in Goosehead (GSHD): Can Its 5.8% Jump Turn into More Strength? (Zacks) -6.99%
Feb-12-26 01:30PM	Theres a new Wall Street battle: The Insurance Agent vs. the AI Superagent (Barrons.com) +5.75%
Feb-11-26 03:37PM	The Latest AI Selloff: Insurance Brokers (Barrons.com)
10:00AM	SiriusPoint (SPNT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Feb-10-26 09:00AM	Goosehead Insurance, Inc. to Report Fourth Quarter and Full Year 2025 Results (GlobeNewswire) -12.93%
Feb-06-26 08:40AM	Will Assurant's Beat Streak Continue This Earnings Season? (Zacks)
Feb-05-26 09:00AM	Planet and Goosehead Insurance Announce Strategic Partnership to Simplify Homeowners Insurance Shopping (GlobeNewswire)
07:49AM	PFG Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-30-26 09:48AM	PRU Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-03-26 01:02AM	What Makes GooseHead Insurance (GSHD) Attractive (Insider Monkey)
Dec-19-25 03:07AM	Why Jefferies favors P&C brokers over carriers into 2026, names top picks (Investing.com)
Oct-22-25 11:01PM	Goosehead Insurance Inc (GSHD) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +8.08%
05:30PM	Goosehead (GSHD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Goosehead Insurance (GSHD) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:10PM	Goosehead: Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Loading…
04:01PM	Goosehead Insurance, Inc. Announces Third Quarter 2025 Results (GlobeNewswire)
Oct-21-25 09:25AM	Goosehead Insurance Inc (GSHD) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-20-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-15-25 04:22PM	Goosehead Insurance, Inc. to Report Third Quarter 2025 Results (GlobeNewswire)
10:00AM	Analysts Estimate Goosehead Insurance (GSHD) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-14-25 08:37AM	Are Options Traders Betting on a Big Move in Goosehead Insurance Stock? (Zacks)
Oct-09-25 10:47AM	Keefe Bruyette Lowers PT on Goosehead Insurance (GSHD), Keeps an Outperform Rating (Insider Monkey)
Oct-07-25 07:00PM	Goosehead Insurance: Evaluating a Potential Market Beater (Motley Fool)
Sep-18-25 09:00AM	Goosehead Insurance and Nan & Company Properties Expand Strategic Franchise Arrangement to Enhance Client Experience in Houston's Luxury Real Estate Market (GlobeNewswire)
Sep-15-25 02:18PM	11 fast-growing small-cap stocks that could get a boost from the Fed's next move (MarketWatch)
Aug-28-25 04:30PM	Goosehead Announces Expansion of Mark Jones, Jr. as Chief Financial Officer and Chief Operating Officer (GlobeNewswire)
Aug-05-25 07:58AM	Goosehead Insurance (GSHD) Cooled Down in Q2 Following a Strong Run (Insider Monkey)
Jul-29-25 10:23AM	Amazon and Goosehead Insurance have been highlighted as Zacks Bull and Bear of the Day (Zacks)
04:00AM	Bear of the Day: Goosehead Insurance (GSHD) (Zacks)
Jul-28-25 06:52AM	New Strong Sell Stocks for July 28th (Zacks)
Jul-24-25 09:00AM	Goosehead Insurance and Baird & Warner Real Estate Forge Strategic Franchise Partnership to Accelerate the Homebuying Experience (GlobeNewswire) -13.93%
03:13AM	Goosehead Insurance Inc (GSHD) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jul-23-25 05:40PM	Goosehead Insurance (GSHD) Lags Q2 Earnings Estimates (Zacks)
04:37PM	Goosehead: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Goosehead Insurance, Inc. Announces Second Quarter 2025 Results (GlobeNewswire)
Jul-22-25 09:25AM	Earnings To Watch: Goosehead Insurance Inc (GSHD) Reports Q2 2025 Results (GuruFocus.com)
Jul-21-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-16-25 10:00AM	Goosehead Insurance (GSHD) Earnings Expected to Grow: What to Know Ahead of Q2 Release (Zacks) +5.09%
08:53AM	Goosehead Insurance, Inc. to Report Second Quarter 2025 Results (GlobeNewswire)
Jun-29-25 09:55PM	BMO Capital Maintains 'Market perform' Rating on Goosehead Insurance, Inc (GSHD); Raises PT (Insider Monkey)
Jun-18-25 09:00AM	Porch Group Announces a Renewed Partnership with Goosehead Insurance (Business Wire)
Jun-10-25 09:00AM	Goosehead Insurance Names Angie Kervin as Chief Human Resources Officer (GlobeNewswire)
Jun-05-25 09:10AM	Goosehead Insurance launches new program to support veterans (TipRanks)
Jun-04-25 09:00AM	Goosehead Insurance Launches New Program to Support Veterans on Path to Business Ownership (GlobeNewswire)
May-14-25 10:18AM	Healthy Business Trends Lifted Goosehead Insurance (GSHD) in Q1 (Insider Monkey)
May-05-25 12:00PM	What Makes Goosehead (GSHD) a New Buy Stock (Zacks)
Apr-28-25 12:26AM	Goosehead Insurance: Balancing Franchise Reacceleration, Mixed Industry Outlook (Seeking Alpha) -5.00%
Apr-27-25 04:26PM	Goosehead Insurance, Inc (GSHD): Among the Oversold Growth Stocks to Buy Now (Insider Monkey)
Apr-24-25 12:57PM	Q1 2025 Goosehead Insurance Inc Earnings Call (Thomson Reuters StreetEvents) -12.00%
03:07AM	Goosehead Insurance Inc (GSHD) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Apr-23-25 08:18PM	Goosehead Insurance, Inc. (GSHD) Q1 2025 Earnings Call Transcript (Seeking Alpha)
08:00PM	Goosehead (GSHD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:15PM	Goosehead Insurance (GSHD) Tops Q1 Earnings Estimates (Zacks)
04:11PM	Goosehead: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces First Quarter 2025 Results (GlobeNewswire)
Apr-21-25 11:40AM	AXAHY or GSHD: Which Is the Better Value Stock Right Now? (Zacks) -8.03%
Apr-17-25 04:15PM	Goosehead Insurance Appoints Bill Wade to Board of Directors (GlobeNewswire)
10:01AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-16-25 10:01AM	Goosehead Insurance (GSHD) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
09:07AM	Goosehead Insurance, Inc. to Report First Quarter 2025 Results (GlobeNewswire)
Apr-15-25 12:10PM	Why Goosehead (GSHD) Could Beat Earnings Estimates Again (Zacks)
Apr-04-25 11:40AM	AXAHY vs. GSHD: Which Stock Is the Better Value Option? (Zacks) -10.88%
Mar-19-25 11:40AM	AXAHY vs. GSHD: Which Stock Should Value Investors Buy Now? (Zacks)
Feb-25-25 07:21AM	Q4 2024 Goosehead Insurance Inc Earnings Call (Thomson Reuters StreetEvents) +15.90%
02:03AM	Goosehead Insurance Inc (GSHD) Q4 2024 Earnings Call Highlights: Record Growth and Strategic ... (GuruFocus.com)
Feb-24-25 08:45PM	Goosehead Insurance (GSHD) Q4 2024 Earnings Call Transcript (Motley Fool)
06:30PM	Goosehead (GSHD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	Goosehead Insurance (GSHD) Q4 Earnings and Revenues Top Estimates (Zacks)
05:06PM	Goosehead: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Feb-22-25 04:15PM	Goosehead Insurance Inc (GSHD) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-18-25 04:01PM	Goosehead Insurance, Inc. To Report Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Feb-12-25 10:00AM	Goosehead Insurance (GSHD) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
Feb-06-25 03:02PM	Kemper Stock Gets IBD Rating Upgrade (Investor's Business Daily)
Feb-03-25 08:06AM	Positive Earnings Results Lifted Goosehead Insurance (GSHD) in Q4 (Insider Monkey)
Jan-29-25 04:00AM	Bear of the Day: Goosehead Insurance (GSHD) (Zacks)
Jan-10-25 09:00AM	Goosehead Insurance, Inc. Announces New $300 Million Term Loan B and Declares a One-Time Special Dividend of $5.91 Per Share (GlobeNewswire)
Jan-09-25 01:06PM	California Was Already in Home-Insurance Crisis Before Los Angeles Infernos (The Wall Street Journal)
05:20AM	California Was Already in a Home-Insurance Crisis Before the Los Angeles Infernos (The Wall Street Journal)
Jan-04-25 11:39AM	Goosehead Insurance Inc. (NASDAQ:GSHD): Expecting a Downtrend (Insider Monkey)
Dec-13-24 05:30AM	Your Home-Insurance Bill Has Only One Way to Go: Up (The Wall Street Journal)
Nov-18-24 10:12AM	Goosehead Insurance (GSHD) Rebounded Nearly 60% After a Sell-Off (Insider Monkey)
Oct-24-24 10:48AM	Q3 2024 Goosehead Insurance Inc Earnings Call (Thomson Reuters StreetEvents) +12.60%
03:09AM	Goosehead Insurance Inc (GSHD) Q3 2024 Earnings Call Highlights: Record Premiums and Strategic ... (GuruFocus.com)
Oct-23-24 11:15PM	Goosehead Insurance (GSHD) Q3 2024 Earnings Call Transcript (Motley Fool)

Goosehead Insurance, Inc. is a holding company, which engages in the provision of independent personal lines of insurance. The company was founded by Robyn Jones and Mark E. Jones in 2003 and is headquartered in Westlake, TX.

Co-Founder & Executive ChairmanMr. Mark E. Jones

CEO & DirectorMr. Mark K. Miller CPA

Co-Founder & Vice ChairmanMs. Robyn Mary Elizabeth Jones

President & COOMr. Mark E. Jones Jr.

ConsultantMr. John T. O'Connor

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Martin John Arthur	Chief Financial Officer	May 28 '26	Buy	34.73	5,000	173,650	5,000	May 29 04:08 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 27 '26	Sale	40.76	9,588	390,814	0	May 27 08:42 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 26 '26	Sale	40.07	45,588	1,826,711	0	May 26 07:50 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 22 '26	Sale	41.77	82,689	3,453,750	0	May 22 05:37 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 21 '26	Sale	41.36	70,751	2,926,610	0	May 21 07:19 PM
Thornthwaite Martin Ellis	General Counsel	May 18 '26	Buy	41.50	5,000	207,500	5,000	May 18 09:23 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 01 '26	Sale	45.32	5,090	230,679	0	May 05 05:51 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Apr 29 '26	Sale	48.07	5,307	255,107	0	Apr 30 06:03 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Apr 28 '26	Sale	49.06	179	8,782	0	Apr 30 06:03 PM
Mark E. Jones	Executive Chairman	Apr 28 '26	Proposed Sale	48.25	300,000	14,475,000		Apr 28 06:11 PM
Goldberg Louis	Director	Feb 20 '26	Buy	44.85	5,575	250,039	5,575	Feb 25 07:28 PM
McConnon Thomas	Director	Dec 01 '25	Sale	73.62	69,686	5,130,522	269,322	Dec 03 06:19 PM
Whitebark Investors LP	Account controlled by director	Dec 01 '25	Proposed Sale	71.55	69,686	4,986,033		Dec 01 07:11 PM
Miller Mark	President and CEO	Nov 28 '25	Buy	72.34	5,000	361,700	35,000	Dec 01 04:32 PM
O'Connor John Terry	General Counsel	Nov 26 '25	Buy	71.81	2,100	150,801	3,100	Nov 28 05:19 PM
Jones Mark E. Jr.	CFO & COO	Oct 27 '25	Buy	74.44	873	64,986	4,364	Oct 29 04:50 PM
KEBODEAUX ADRIENNE	Member of 10% owner group	Aug 19 '25	Sale	86.30	3,000	258,900	0	Aug 21 06:20 PM
Adrienne Kebodeaux	Affiliate	Aug 19 '25	Proposed Sale	85.29	3,000	255,870		Aug 19 06:01 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 14 '25	Sale	87.60	21,391	1,873,829	0	Aug 18 06:07 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 15 '25	Sale	87.01	600	52,206	0	Aug 18 06:07 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 13 '25	Sale	88.23	60,000	5,293,501	0	Aug 14 05:57 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 12 '25	Sale	87.11	48,320	4,209,308	0	Aug 14 05:57 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 11 '25	Sale	86.44	45,998	3,976,202	0	Aug 12 05:09 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 08 '25	Sale	87.18	14,717	1,283,077	0	Aug 12 05:09 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 06 '25	Sale	87.60	12,153	1,064,603	0	Aug 07 04:54 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 07 '25	Sale	87.14	6,175	538,090	0	Aug 07 04:54 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 05 '25	Sale	89.41	900	80,469	0	Aug 07 04:54 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Jul 31 '25	Sale	93.24	31,516	2,938,552	0	Aug 04 04:52 PM
Mark E. Jones	Executive Chairman	Jul 31 '25	Proposed Sale	91.45	300,000	27,435,000		Jul 31 06:36 PM
Jones Mark E. Jr.	Chief Financial Officer	Jul 29 '25	Buy	86.08	1,149	98,906	3,491	Jul 30 05:11 PM

Open in Screener

SWZ

Total Return Securities Fund

May 29 • 04:00PM ET

6.00

0.00 0.00 %

Financial • Closed-End Fund - Foreign • USA • Micro • NYSE

SWZ Total Return Securities Fund daily Stock Chart

Peers: CAF EEA GF TWN MXF

| Held by: CEFZ

Index	-	P/E	-	EPS (ttm)	-	Insider Own	-	Shs Outstand	12.97M	Perf Week	0.67%
Market Cap	77.84M	Forward P/E	-	EPS next Y	-	Insider Trans	-	Shs Float	12.80M	Perf Month	-0.33%
Enterprise Value	-	PEG	-	EPS next Q	-	Inst Own	-	Short Float	0.06%	Perf Quarter	-3.38%
Income	-	P/S	-	EPS this Y	-	Inst Trans	-	Short Ratio	0.10	Perf Half Y	0.00%
Sales	-	P/B	-	EPS next Y	-	ROA	-	Short Interest	0.01M	Perf YTD	-3.54%
Book/sh	-	P/C	-	EPS next 5Y	-	ROE	-	52W High	6.43 -6.69%	Perf Year	-5.06%
Cash/sh	-	P/FCF	-	EPS past 3/5Y	- -	ROIC	-	52W Low	5.84 2.74%	Perf 3Y	7.83%
Dividend Est.	-	EV/EBITDA	-	Sales past 3/5Y	- -	Gross Margin	-	Volatility	0.63% 0.67%	Perf 5Y	-8.87%
Dividend TTM	-	EV/Sales	-	EPS Y/Y TTM	-	Oper. Margin	-	ATR (14)	0.04	Perf 10Y	-13.76%
Dividend Ex-Date	Apr 15, 2025	Quick Ratio	-	Sales Y/Y TTM	-	Profit Margin	-	RSI (14)	48.80	Recom	-
Dividend Gr. 3/5Y	- -	Current Ratio	-	EPS Q/Q	-	SMA20	-0.15%	Beta	0.71	Target Price	-
Payout	-	Debt/Eq	-	Sales Q/Q	-	SMA50	-0.13%	Rel Volume	1.28	Prev Close	6.00
Employees	-	LT Debt/Eq	-	Earnings	-	SMA200	-0.93%	Avg Volume	73.23K	Price	6.00
IPO	Aug 19, 1987	Option/Short	No / Yes	EPS/Sales Surpr.	- -	Trades		Volume	94,057	Change	0.00%

Mar-27-26 04:32PM	Total Return Securities Fund Announces Annual Meeting (GlobeNewswire)
Jan-22-26 09:33AM	Total Return Securities Fund Announces Final Pricing of Tender Offer (GlobeNewswire)
Jan-21-26 07:46AM	Total Return Securities Fund Announces Results of Tender Offer (GlobeNewswire)
Dec-19-25 04:35PM	Total Return Securities Fund Announces Commencement of a Cash Tender Offer (GlobeNewswire)
Dec-08-25 07:56AM	Total Return Securities Fund Announces Expiration of Rights Offering (GlobeNewswire)
03:50PM	Loading…
Nov-03-25 03:50PM	Total Return Securities Fund Provides Details About Rights Offering and Subsequent Tender Offer (GlobeNewswire)
Aug-19-25 04:10PM	Total Return Securities Fund, Inc. Announces Rights Offering (GlobeNewswire)
Aug-07-25 04:00PM	Total Return Securities Fund, Inc. Makes Announcement (GlobeNewswire)
Jun-05-25 01:50AM	TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT (PR Newswire)
Apr-21-25 08:47PM	TOTAL RETURN SECURITIES FUND PORTFOLIO SNAPSHOT (PR Newswire)
Mar-24-25 08:07PM	THE SWISS HELVETIA FUND, INC. DECLARES SPECIAL DISTRIBUTION OF $3.00 PER SHARE (PR Newswire)
Mar-07-25 06:18PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1458 PER SHARE (PR Newswire)
Feb-21-25 04:10PM	The Swiss Helvetia Fund Announces Results of Special Meeting (GlobeNewswire)
Jan-27-25 02:57PM	The Swiss Helvetia Fund Announces Special Meeting (GlobeNewswire)
Jan-10-25 04:15PM	The Swiss Helvetia Fund Announces Special Meeting (GlobeNewswire) +5.78%
01:22PM	Loading…
Dec-06-24 01:22PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.1458 PER SHARE (PR Newswire)
Oct-23-24 03:55PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2024 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-06-24 04:20PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Jun-07-24 03:09PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Mar-08-24 09:05AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.129 PER SHARE (PR Newswire)
Dec-08-23 03:25PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.129 PER SHARE (PR Newswire)
Sep-19-23 12:22PM	Swiss Helvetia Fund Inc (SWZ): A Closer Look at Its Dividend Performance and Sustainability (GuruFocus.com)
Sep-15-23 11:13AM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-07-23 12:23PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Jun-09-23 09:53AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Mar-09-23 02:40PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.12285 PER SHARE (PR Newswire)
Dec-16-22 04:00PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES 2023 REPURCHASE PROGRAM (PR Newswire)
Dec-09-22 11:10AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.12285 PER SHARE (PR Newswire)
Sep-16-22 05:15PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2022 ANNUAL MEETING OF STOCKHOLDERS (PR Newswire)
Sep-08-22 01:19PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
09:50AM	Loading…
Jun-07-22 09:50AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
Apr-01-22 04:00PM	THE SWISS HELVETIA FUND, INC. ANNOUNCES NEW CREDIT AGREEMENT (PR Newswire)
Mar-04-22 09:33AM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION OF $0.1665 PER SHARE (PR Newswire)
Dec-13-21 11:35AM	THE SWISS HELVETIA FUND, INC. ANNOUNCES 2022 REPURCHASE PROGRAM (PR Newswire)
Dec-10-21 04:31PM	THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY DISTRIBUTION AT NEW RATE OF $0.1665 PER SHARE (PR Newswire)
Sep-14-21 06:48PM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2021 Annual Meeting Of Stockholders (PR Newswire)
Sep-09-21 11:50AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.13755 Per Share (PR Newswire)
Aug-19-21 02:11PM	The Swiss Helvetia Fund, Inc. Announces New Location For 2021 Annual Meeting Of Stockholders (PR Newswire)
Jun-10-21 11:22AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution of $0.13755 Per Share (PR Newswire)
Mar-12-21 04:15PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.13755 Per Share (PR Newswire)
Nov-25-20 04:01PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution At New Rate Of $0.13755 Per Share (PR Newswire)
Sep-16-20 03:48PM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2020 Annual Meeting Of Stockholders (PR Newswire)
Sep-11-20 03:16PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Aug-31-20 05:34PM	The Swiss Helvetia Fund, Inc. Announces New Location For 2020 Annual Meeting Of Stockholders (PR Newswire)
Jun-10-20 05:11PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution of $0.1404 Per Share (PR Newswire)
Mar-10-20 06:12PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Jan-14-20 12:16PM	The Swiss Helvetia Fund, Inc. Announces Estimated Distribution Sources (PR Newswire)
Dec-13-19 08:25AM	The Swiss Helvetia Fund, Inc. Announces 2020 Repurchase Program (PR Newswire)
Dec-06-19 11:50AM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.1404 Per Share (PR Newswire)
Nov-07-19 04:57PM	The Swiss Helvetia Fund, Inc. Announces Resumption of Managed Distribution Plan (PR Newswire)
Nov-01-19 09:52AM	The Swiss Helvetia Fund, Inc. Announces Results Of The 2019 Annual Meeting Of Stockholders (PR Newswire)
Oct-04-19 04:45PM	The Swiss Helvetia Fund, Inc. Announces Adjournment Of 2019 Annual Meeting Of Stockholders To October 31, 2019 (PR Newswire)
Jul-29-19 06:12PM	The Swiss Helvetia Fund, Inc. Announces Filing Of Preliminary Proxy Materials; Proposal For Expanded Fund Mandate And Approval Of Investment Advisory Agreement With Bulldog Investors, LLC (PR Newswire)
Jan-25-19 04:40PM	The Swiss Helvetia Fund, Inc. Announces New Executive Officers (PR Newswire)
Dec-07-18 05:40PM	The Swiss Helvetia Fund, Inc. Announces 2019 Repurchase Program And Continued Suspension Of Managed Distribution Plan (PR Newswire)
Nov-20-18 01:00PM	The Swiss Helvetia Fund, Inc. Announces Final Results Of Cash Tender Offer (PR Newswire)
Nov-19-18 06:00AM	The Swiss Helvetia Fund, Inc. Announces Expiration And Preliminary Results Of Cash Tender Offer (PR Newswire)
Oct-22-18 06:07PM	The Swiss Helvetia Fund, Inc. Announces Commencement Of One-Time Cash Tender Offer (PR Newswire)
Oct-17-18 06:38PM	The Swiss Helvetia Fund, Inc. Announces Details Of Stock Dividend Payable On October 19, 2018 (PR Newswire)
Sep-07-18 04:55PM	The Swiss Helvetia Fund, Inc. Declares Stock Dividend (PR Newswire)
Aug-23-18 04:30PM	The Swiss Helvetia Fund, Inc. Announces Tender Offer and Stock Dividend (PR Newswire)
Jul-20-18 04:10PM	The Swiss Helvetia Fund, Inc. Announces Director Replacement (PR Newswire)
Jul-03-18 01:32PM	The Swiss Helvetia Fund, Inc. Announces Final Results of 2018 Annual Stockholder Meeting (PR Newswire)
Jun-29-18 04:15PM	The Swiss Helvetia Fund, Inc. Announces Payment Of Quarterly Distribution And Releases Estimated Distribution Sources (PR Newswire)
Jun-25-18 04:15PM	The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2018 Annual Stockholder Meeting (PR Newswire)
Jun-12-18 04:15PM	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.2025 Per Share (PR Newswire)
Jun-08-18 05:44PM	The Swiss Helvetia Fund, Inc. Announces ISS And Glass Lewis Voting Recommendations For 2018 Annual Stockholder Meeting (PR Newswire)
May-29-18 05:44PM	The Swiss Helvetia Fund, Inc. Announces Adoption Of Managed Distribution Plan (PR Newswire)
Dec-07-17 04:47PM	The Swiss Helvetia Fund, Inc. Announces Board Action On By-Law Amendments And Managed Distribution Policy (PR Newswire)
Dec-04-17 04:35PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution And Announces 2018 Stock Repurchase Program (PR Newswire)
Aug-18-17 04:05PM	The Swiss Helvetia Fund, Inc. Announces New Class II Director (PR Newswire)
Jul-07-17 05:11PM	The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2017 Annual Stockholder Meeting (PR Newswire)
Jun-27-17 04:05PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution (PR Newswire)
Jun-19-17 08:00AM	The Swiss Helvetia Fund, Inc. Announces ISS Voting Recommendations For 2017 Annual Stockholder Meeting (PR Newswire)
Apr-26-17 08:30AM	The Swiss Helvetia Fund, Inc. Announces Final Results Of One-time Cash Tender Offer (PR Newswire)
Apr-25-17 08:30AM	The Swiss Helvetia Fund, Inc. Announces Expiration And Preliminary Results Of One-Time Cash Tender Offer (PR Newswire)
Apr-17-17 04:05PM	The Swiss Helvetia Fund, Inc. Announces Director Nominations And Resignations (PR Newswire)
Mar-28-17 04:01PM	The Swiss Helvetia Fund, Inc. Announces Commencement of One-Time Cash Tender Offer (PR Newswire)
Mar-22-17 04:10PM	The Swiss Helvetia Fund, Inc. Announces One-Time Cash Tender Offer (PR Newswire)
Dec-23-16 11:23AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Changes in Registrant's Certifying Accountant
Dec-06-16 05:05PM	The Swiss Helvetia Fund, Inc. Announces Director Replacement And Planned Director Retirements (PR Newswire)
Dec-05-16 05:21PM	The Swiss Helvetia Fund, Inc. Declares Income Distribution and Announces 2017 Stock Repurchase Program (PR Newswire)
Dec-02-16 01:04PM	SWISS HELVETIA FUND, INC. Financials
Nov-11-16 04:40PM	The Swiss Helvetia Fund, Inc. Announces Decision Not To Call Requested Special Stockholder Meeting (PR Newswire)
Nov-07-16 05:24PM	The Swiss Helvetia Fund, Inc. Announces Intention To Seek Stockholder Approval To Declassify Its Board Of Directors (PR Newswire)
12:04AM	Pros, Cons of Swiss Stocks (The Wall Street Journal)
Nov-02-16 12:41PM	Swiss Helvetia Fund Inc. (SWZ): Bulldog Investors Raises Stake and Asks for Special Meeting (Insider Monkey)
Jun-23-16 06:29PM	The Swiss Helvetia Fund, Inc. Declares Capital Gain Distributions and Announces Appointment of New Director (PR Newswire) -5.72%
Jun-20-16 05:02PM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Mar-03-16 02:01PM	Vollgeld: What It Means for Fractional Reserve Banking in Switzerland
Dec-08-15 05:35PM	The Swiss Helvetia Fund, Inc. Declares Income And Capital Gain Distributions And Announces Extension Of Stock Repurchase Program (PR Newswire)
Oct-27-15 06:02AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Jun-25-15 05:01PM	The Swiss Helvetia Fund, Inc. Declares Income And Capital Gains Distributions (PR Newswire)
06:02AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Mar-17-15 05:12PM	The Swiss Helvetia Fund, Inc. Announces Stock Repurchase Program (PR Newswire)
Jan-23-15 06:01AM	SWISS HELVETIA FUND, INC. Files SEC form 8-K, Regulation FD Disclosure
Jan-22-15 06:26PM	The Swiss Helvetia Fund, Inc. Announces Conference Call To Discuss Recent Market Events (PR Newswire)
Dec-03-14 06:29PM	The Swiss Helvetia Fund, Inc. Declares Capital Gains Distribution (PR Newswire)
Jul-23-14 03:25PM	The Swiss Helvetia Fund, Inc. Announces Revised Net Asset Value Information (PR Newswire)
Jul-08-14 07:00AM	CEF Update: News You Can Use (Morningstar)

The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Dakos Andrew	President and CEO	May 27 '26	Buy	5.97	7,500	44,805	120,500	May 29 04:09 PM
Dakos Andrew	President and CEO	May 28 '26	Buy	5.99	5,500	32,944	126,000	May 29 04:09 PM
Dakos Andrew	President and CEO	May 18 '26	Buy	5.95	4,000	23,800	110,000	May 20 04:14 PM
Dakos Andrew	President and CEO	May 20 '26	Buy	5.96	2,987	17,803	113,000	May 20 04:14 PM
Dakos Andrew	President and CEO	May 19 '26	Buy	5.95	13	77	110,013	May 20 04:14 PM
SELL MORITZ A	Director	Apr 24 '26	Buy	6.07	1,002	6,077	11,000	Apr 27 04:05 PM
Dakos Andrew	President and CEO	Apr 16 '26	Buy	6.06	7,718	46,741	103,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 17 '26	Buy	6.09	3,000	18,270	106,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 16 '26	Buy	6.04	547	3,304	40,000	Apr 20 04:22 PM
Dakos Andrew	President and CEO	Apr 08 '26	Buy	5.97	4,000	23,900	94,282	Apr 09 04:06 PM
Dakos Andrew	President and CEO	Apr 07 '26	Buy	5.95	2,000	11,900	90,282	Apr 09 04:06 PM
Dakos Andrew	President and CEO	Apr 02 '26	Buy	5.93	4,863	28,828	88	Apr 06 04:38 PM
Dakos Andrew	President and CEO	Apr 06 '26	Buy	5.95	100	595	88,282	Apr 06 04:38 PM
Dakos Andrew	President and CEO	Mar 27 '26	Buy	5.92	5,900	34,928	78,019	Mar 31 04:05 PM
Dakos Andrew	President and CEO	Mar 30 '26	Buy	5.91	5,300	31,312	83,319	Mar 31 04:05 PM
Dakos Andrew	President and CEO	Mar 24 '26	Buy	5.96	6,000	35,750	73,119	Mar 26 04:25 PM
GOLDSTEIN PHILLIP	Secretary	Mar 18 '26	Buy	5.98	10,000	59,800	113,234	Mar 19 04:20 PM
Dakos Andrew	President and CEO	Mar 12 '26	Buy	6.00	3,324	19,944	67,119	Mar 13 05:08 PM
Dakos Andrew	President and CEO	Mar 11 '26	Buy	6.00	1,700	10,200	63,795	Mar 13 05:08 PM
Dakos Andrew	President and CEO	Mar 06 '26	Buy	5.97	12,500	74,625	62,095	Mar 09 04:05 PM
Dakos Andrew	President and CEO	Mar 05 '26	Buy	6.01	12,000	72,120	49,595	Mar 09 04:05 PM
GOLDSTEIN PHILLIP	Secretary	Mar 05 '26	Buy	5.99	10,000	59,900	103,234	Mar 09 04:05 PM
GOLDSTEIN PHILLIP	Secretary	Mar 03 '26	Buy	6.01	5,000	30,050	93,234	Mar 05 04:11 PM
Dakos Andrew	President and CEO	Mar 02 '26	Buy	6.02	14,918	89,762	37,595	Mar 04 04:18 PM
Dakos Andrew	President and CEO	Feb 26 '26	Buy	6.17	5,000	30,850	20,677	Mar 02 06:46 PM
Dakos Andrew	President and CEO	Feb 27 '26	Buy	6.20	2,000	12,400	22,677	Mar 02 06:46 PM
GOLDSTEIN PHILLIP	Director	Feb 23 '26	Buy	6.13	5,000	30,650	87,910	Feb 25 04:26 PM
Dakos Andrew	President and CEO	Feb 23 '26	Buy	6.13	4,000	24,540	14,003	Feb 25 04:06 PM
Dakos Andrew	President and CEO	Feb 24 '26	Buy	6.16	1,674	10,319	15,677	Feb 25 04:06 PM
Dakos Andrew	President and CEO	Feb 19 '26	Buy	6.12	5,000	30,599	7,003	Feb 23 04:05 PM
Dakos Andrew	President and CEO	Feb 20 '26	Buy	6.16	3,000	18,476	10,003	Feb 23 04:05 PM
GOLDSTEIN PHILLIP	Director	Feb 06 '26	Buy	6.07	10,000	60,700	82,910	Feb 10 04:05 PM
Dakos Andrew	President and CEO	Feb 03 '26	Buy	5.97	10,000	59,670	33,453	Feb 05 06:55 PM
Dakos Andrew	President and CEO	Feb 04 '26	Buy	6.03	6,000	36,180	39,453	Feb 05 06:55 PM
SELL MORITZ A	Director	Feb 02 '26	Buy	5.98	1,120	6,698	8,998	Feb 04 04:05 PM
SELL MORITZ A	Director	Feb 03 '26	Buy	5.96	1,000	5,960	9,998	Feb 04 04:05 PM
GOLDSTEIN PHILLIP	Director	Jan 30 '26	Buy	5.92	10,000	59,200	72,910	Feb 03 04:00 PM
CSS LLC/IL	10% Owner	Dec 30 '25	Sale	6.25	12,196	76,180	1,686,971	Dec 31 11:55 AM
CSS LLC/IL	10% Owner	Dec 29 '25	Sale	6.26	7,772	48,665	1,699,167	Dec 31 11:55 AM
CSS LLC/IL	10% Owner	Dec 26 '25	Sale	6.26	21,000	131,436	1,706,939	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 23 '25	Sale	6.25	5,400	33,775	1,729,039	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 24 '25	Sale	6.22	1,100	6,843	1,727,939	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 22 '25	Sale	6.26	1,067	6,678	1,734,439	Dec 29 04:17 PM
CSS LLC/IL	10% Owner	Dec 15 '25	Sale	6.23	7,000	43,600	1,735,506	Dec 17 10:29 AM
SELL MORITZ A	Director	Dec 11 '25	Option Exercise	6.07	7,400	44,918	11,800	Dec 12 05:16 PM
Dakos Andrew	President and CEO	Dec 11 '25	Option Exercise	6.07	35,064	212,838	35,128	Dec 12 05:14 PM
Das Rajeev P	Secretary	Dec 11 '25	Option Exercise	6.07	468	2,841	500	Dec 12 05:09 PM
GOLDSTEIN PHILLIP	Director	Dec 11 '25	Option Exercise	6.07	80,976	491,524	93,224	Dec 12 05:04 PM
SELL MORITZ A	Director	Oct 27 '25	Buy	6.05	1,000	6,055	4,400	Oct 29 04:16 PM
SELL MORITZ A	Director	Jun 30 '25	Buy	6.34	1,815	11,507	3,400	Jul 01 04:39 PM

Open in Screener

ACCS

ACCESS Newswire Inc

May 29 • 04:00PM ET

6.46

+0.14 2.22 %

Communication Services • Advertising Agencies • USA • Nano • AMEX

ACCS ACCESS Newswire Inc daily Stock Chart

Peers: SWAG TJGC WIMI FLNT MCHX TSQ NCMI ADV EVC NEXN

Index	-	P/E	-	EPS (ttm)	-0.38	Insider Own	19.14%	Shs Outstand	3.88M	Perf Week	0.94%
Market Cap	25.08M	Forward P/E	10.42	EPS next Y	0.62	Insider Trans	5.39%	Shs Float	3.14M	Perf Month	-20.53%
Enterprise Value	24.56M	PEG	-	EPS next Q	0.07	Inst Own	44.79%	Short Float	0.42%	Perf Quarter	-9.78%
Income	-1.47M	P/S	1.12	EPS this Y	-22.81%	Inst Trans	1.67%	Short Ratio	0.96	Perf Half Y	-21.32%
Sales	22.47M	P/B	0.84	EPS next Y	40.91%	ROA	-3.16%	Short Interest	0.01M	Perf YTD	-30.54%
Book/sh	7.71	P/C	7.19	EPS next 5Y	-	ROE	-4.62%	52W High	13.35 -51.61%	Perf Year	-36.04%
Cash/sh	0.90	P/FCF	37.43	EPS past 3/5Y	29.08% 14.85%	ROIC	-4.65%	52W Low	5.99 7.85%	Perf 3Y	-67.64%
Dividend Est.	-	EV/EBITDA	16.71	Sales past 3/5Y	-1.29% 4.07%	Gross Margin	63.77%	Volatility	7.86% 6.48%	Perf 5Y	-75.04%
Dividend TTM	-	EV/Sales	1.09	EPS Y/Y TTM	72.28%	Oper. Margin	-6.83%	ATR (14)	0.47	Perf 10Y	8.03%
Dividend Ex-Date	-	Quick Ratio	0.88	Sales Y/Y TTM	-13.38%	Profit Margin	-6.55%	RSI (14)	36.92	Recom	1.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.88	EPS Q/Q	-111.29%	SMA20	-10.32%	Beta	0.41	Target Price	12.50
Payout	0.00%	Debt/Eq	0.10	Sales Q/Q	-2.72%	SMA50	-16.57%	Rel Volume	1.21	Prev Close	6.32
Employees	91	LT Debt/Eq	0.06	Earnings	May 12 BMO	SMA200	-26.86%	Avg Volume	13.70K	Price	6.46
IPO	May 09, 1989	Option/Short	No / Yes	EPS/Sales Surpr.	-18.52% -7.24%	Trades		Volume	16,598	Change	2.22%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-07-18	Initiated	Northland Capital	Outperform

May-14-26 09:00AM	ACCESS Newswire Celebrates PRSSA Bateman Competition Success and the Next Generation of Communications Leaders (ACCESSWIRE)
May-13-26 09:00AM	ACCESS Newswire to Present at the LD Micro Invitational XVI on May 19th, at 2:00 pm ET (ACCESSWIRE) -14.55%
May-12-26 07:02PM	ACCESS Newswire Inc (ACCS) Q1 2026 Earnings Call Highlights: Strong Customer Retention Amid ... (GuruFocus.com)
12:52PM	ACCESS Newswire Inc. Q1 2026 Earnings Call Summary (Moby)
08:30AM	ACCESS Newswire Reports First Quarter 2026 Results (ACCESSWIRE)
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May-07-26 09:15AM	ACCESS Newswire Launches ACCESS Insights & Analytics, AI-Powered Press Release Scoring Platform (ACCESSWIRE)
May-05-26 09:15AM	ACCESS Newswire to Host First Quarter Earnings Conference Call on May 12, 2026 (ACCESSWIRE)
Mar-26-26 11:20AM	ACCESS Newswire Upgrades the ACCESS Platform to Include Social Monitoring to Track Brand Conversations Across Major Social Platforms (ACCESSWIRE) +7.54%
Mar-25-26 08:30AM	ACCESS Newswire Inc. Q4 2025 Earnings Call Summary (Moby) +9.94%
Mar-19-26 03:03PM	ACCESS Newswire Inc (ACCS) Q4 2025 Earnings Call Highlights: Strong Margins and Strategic ... (GuruFocus.com)
08:30AM	ACCESS Newswire Reports Fourth Quarter and Full Year 2025 Results (ACCESSWIRE)
Mar-05-26 11:55AM	ACCESS Newswire to Host Fourth Quarter and Year End Earnings Conference Call on March 19, 2026 (ACCESSWIRE)
Feb-26-26 07:40PM	Cable One (CABO) Reports Q4 Loss, Misses Revenue Estimates (Zacks) +7.28%
Feb-17-26 09:20AM	ACCESS NEWSWIRE Launches Partner Marketplace to Expand its Communications Platform for PR and IR Professionals (ACCESSWIRE)
Jan-28-26 11:00AM	ACCESS Newswire Launches ACCESS Verified(TM), an AI-Driven Verification and Distribution Enhancement Delivering Industry-Leading Speed and Accuracy (ACCESSWIRE)
02:50PM	Loading…
Jan-23-26 02:50PM	DealFlow Discovery Conference Announces Initial Lineup of Presenting Companies Ahead of Next Week's Event (ACCESSWIRE)
Jan-21-26 01:35PM	ACCESS Newswire to Present at the Dealflow Discovery Conference in Atlantic City, New Jersey (ACCESSWIRE)
Dec-04-25 09:05AM	ACCESS Newswire Announces up to $1 Million Dollar Share Repurchase Program (ACCESSWIRE)
Nov-11-25 04:02PM	ACCESS Newswire Inc (ACCS) Q3 2025 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com) +5.28%
10:00AM	ACCESS Newswire Inc. (ACCS) Beats Q3 Earnings and Revenue Estimates (Zacks)
08:50AM	ACCESS Newswire Reports Third Quarter 2025 Results (ACCESSWIRE)
Nov-06-25 08:45AM	Madison Square Garden Entertainment (MSGE) Reports Q1 Loss, Beats Revenue Estimates (Zacks)
Nov-05-25 09:15AM	Atlanta Braves Holdings (BATRK) Beats Q3 Earnings Estimates (Zacks) +5.13%
Nov-04-25 09:20AM	ACCESS Newswire to Host Third Quarter Earnings Conference Call on November 11, 2025 (ACCESSWIRE) -6.02%
08:50AM	Sphere Entertainment (SPHR) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
Oct-24-25 11:25AM	ACCESS Newswire Announces Diamond Sponsorship of PRSA ICON 2025 and Title Sponsorship of the PRSA Educators Academy Summit (ACCESSWIRE)
Oct-14-25 10:45AM	ACCESS Newswire to Present at the LD Micro Main Event XIX in San Diego, California (ACCESSWIRE)
Sep-23-25 12:45PM	ACCESS Newswire Named Client for 2026 PRSSA Bateman Case Study Competition (ACCESSWIRE)
Aug-28-25 09:05AM	Access Newswire to Participate in Lake Street's 9th Annual Best Ideas Growth (BIG9) Conference September 11, 2025 (ACCESSWIRE)
Aug-13-25 03:09AM	ACCESS Newswire Inc (ACCS) Q2 2025 Earnings Call Highlights: Strategic Shifts and Subscription ... (GuruFocus.com) -5.00%
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Aug-12-25 03:00PM	ACCESS Newswire Inc. (ACCS) Misses Q2 Earnings and Revenue Estimates (Zacks)
08:15AM	ACCESS Newswire Reports Second Quarter 2025 Results (ACCESSWIRE)
Aug-07-25 09:15AM	Atlanta Braves Holdings (BATRK) Misses Q2 Earnings Estimates (Zacks)
Aug-05-25 09:15AM	ACCESS Newswire to Host Second Quarter Earnings Conference Call on August 12, 2025 (ACCESSWIRE)
May-20-25 08:00AM	Sidoti Events, LLC's Virtual May Micro-Cap Conference (ACCESSWIRE)
May-15-25 09:00AM	ACCESS Newswire to Present at Sidoti Micro-Cap Virtual Conference on May 21, 2025 at 10:00 a.m. ET (ACCESSWIRE)
May-13-25 09:55AM	ACCESS Newswire Inc. (ACCS) Q1 Earnings and Revenues Miss Estimates (Zacks)
08:30AM	ACCESS Newswire Reports First Quarter 2025 Results (ACCESSWIRE)
May-12-25 09:10AM	Atlanta Braves Holdings (BATRK) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-08-25 05:10PM	Paramount Global (PARAA) Misses Q1 Earnings and Revenue Estimates (Zacks)
May-07-25 05:10PM	Sinclair (SBGI) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
May-06-25 09:35AM	ACCESS Newswire to Host First Quarter Earnings Conference Call on May 13, 2025 (ACCESSWIRE)
Apr-21-25 04:26PM	ACCESS Newswire Inc (ACCS) Q4 2024 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
Mar-11-25 10:15AM	ACCESS Newswire Inc. to Host Fourth Quarter and FY 2024 Earnings Conference Call on March 25, 2025 (ACCESS Newswire)
Mar-03-25 09:15AM	ACCESS Newswire Announces the Sale of its Compliance Business to Equiniti Trust Company, LLC (ACCESS Newswire)
Jan-27-25 09:01AM	Issuer Direct Corporation is Now ACCESS Newswire Inc. and Launches Industry's First Pure Communications SaaS Subscription Model (ACCESS Newswire)
Jan-16-25 09:02AM	Issuer Direct Corp Re-names and Re-brands as ACCESS Newswire Inc.: A Bold Step Toward the Future of Communications (ACCESS Newswire)
Dec-23-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks)
Dec-05-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks)
Nov-27-24 07:00AM	DealFlow Events Unveils First Wave of Companies for The Microcap Conference in January 2025 (ACCESS Newswire)
Nov-19-24 09:40AM	Are Investors Undervaluing Issuer Direct (ISDR) Right Now? (Zacks)
Nov-08-24 02:28AM	Issuer Direct Corp (ISDR) Q3 2024 Earnings Call Highlights: Navigating Revenue Challenges with ... (GuruFocus.com)
Nov-07-24 10:35AM	Issuer Direct Corporation (ISDR) Q3 Earnings and Revenues Lag Estimates (Zacks)
08:55AM	Issuer Direct Reports Third Quarter 2024 Results (ACCESSWIRE)
Nov-01-24 10:00AM	Issuer Direct Corporation to Host Third Quarter and Earnings Conference Call on November 7, 2024 (ACCESSWIRE)
Sep-25-24 09:40AM	Is Issuer Direct (ISDR) Stock Undervalued Right Now? (Zacks) +8.57%
Sep-09-24 09:40AM	Should Value Investors Buy Issuer Direct (ISDR) Stock? (Zacks) +9.87%
Sep-05-24 09:45AM	ACCESSWIRE, Leader in Press Release Distribution, is the Title Sponsor of This Years PRSA Southeast District Conference (ACCESSWIRE)
Aug-23-24 09:40AM	Are Investors Undervaluing Issuer Direct (ISDR) Right Now? (Zacks)
Aug-08-24 05:20PM	Issuer Direct Corporation (ISDR) Tops Q2 Earnings and Revenue Estimates (Zacks) +5.11%
04:01PM	Issuer Direct Reports Second Quarter 2024 Results (ACCESSWIRE)
Aug-01-24 09:45AM	Issuer Direct Corporation to Host Second Quarter and Earnings Conference Call on August 8, 2024 (ACCESSWIRE)
Jul-01-24 10:45AM	Issuer Direct Announces New Board of Directors to Support Next Chapter of Growth (ACCESSWIRE)
May-29-24 09:05AM	ACCESSWIRE, Leader in Press Release Distribution, to Sponsor PR Daily Media Relations Conference (ACCESSWIRE)
May-24-24 09:05AM	Issuer Direct Set to Sponsor the 37th Annual CIRI Conference in Calgary (ACCESSWIRE)
May-13-24 11:51AM	Issuer Direct Corporation (AMEX:ISDR) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 11:33AM	Q1 2024 Issuer Direct Corp Earnings Call (Thomson Reuters StreetEvents) -16.60%
May-09-24 05:15PM	Issuer Direct Corporation (ISDR) Lags Q1 Earnings and Revenue Estimates (Zacks)
04:01PM	Issuer Direct Reports First Quarter 2024 Results - First Quarter Revenue of $7.0 million, a Decrease of 19% from Q1 2023 (ACCESSWIRE)
May-02-24 09:05AM	Issuer Direct Corporation to Host First Quarter 2024 Earnings Conference Call on May 9, 2024 (ACCESSWIRE)
Apr-29-24 09:00AM	Keynotes, Educational Panels and 96 Companies to Present at the Planet MicroCap Showcase: VEGAS on April 30 - May 2, 2024 at the Paris Hotel & Casino in Las Vegas, NV (ACCESSWIRE)
Apr-25-24 09:01AM	Issuer Direct, a Leader in Investor Relations, is a Gold Sponsor at This Year's Planet MicroCap Showcase in Las Vegas (ACCESSWIRE)
Apr-24-24 09:05AM	Issuer Direct, a Leader in Investor Relations & Public Relations, Set to Present at and Sponsor This Year's Planet MicroCap Showcase in Las Vegas (ACCESSWIRE)
Apr-02-24 09:01AM	Newswire Earns 23 Badges in G2s Spring 2024 Report Including Best Usability (ACCESSWIRE)
Apr-01-24 09:01AM	ACCESSWIRE Earns 14 Badges Including High Performer in G2's Spring 2024 Report (ACCESSWIRE)
Mar-25-24 10:01AM	Issuer Direct Announces the Launch of the ACCESSWIRE Media Suite, an All-in-One Solution for Media Engagement (ACCESSWIRE)
Mar-08-24 10:10AM	Issuer Direct Corporation (AMEX:ISDR) Q4 2023 Earnings Call Transcript (Insider Monkey) -7.76%
Mar-07-24 04:01PM	Issuer Direct Reports Fourth Quarter and Full Year 2023 Results - Quarterly Revenue of $7.5 million, an increase of 6% from Q4 2022 (ACCESSWIRE)
Mar-04-24 03:45PM	Issuer Direct Corporation to Host Fourth Quarter and FY 2023 Earnings Conference Call on March 7, 2024 (ACCESSWIRE)
Feb-20-24 09:01AM	Issuer Direct Proudly Partners with ASTA-USA Translation Services to Expand its Language Translation Offerings (ACCESSWIRE)
Feb-15-24 09:01AM	Issuer Direct to Sponsor The Conference Board's Corporate Communications Conference in New York City (ACCESSWIRE)
Feb-08-24 10:30AM	Issuer Direct Set to Exhibit at the 2024 PDAC Convention in Toronto (ACCESSWIRE)
Jan-18-24 09:01AM	Issuer Direct Set to Exhibit and Sponsor the 2024 Vancouver Resource Investment Conference (ACCESSWIRE)
Jan-09-24 09:46AM	Newswire Unveils its Media Suite, an All-in-One Solution for Media Engagement (ACCESSWIRE)
Dec-20-23 07:15AM	Newswire Named Leader in Press Release Distribution in G2's Winter 2024 Report (ACCESSWIRE)
Dec-18-23 11:00AM	ACCESSWIRE Scores Top Honors in G2s Winter 2024 Report Including, Best Usability (ACCESSWIRE)
Dec-04-23 06:00AM	Bear of the Day: Issuer Direct (ISDR) (Zacks)
Dec-01-23 10:01AM	Build Better Journalist Relationships with These Three Tips from ACCESSWIRE (ACCESSWIRE)
Nov-21-23 10:01AM	ACCESSWIREs Press Release Optimizer Gives Brands the Visibility Boost they Need to Stand Out (ACCESSWIRE)
Nov-15-23 10:01AM	ACCESSWIRE Strengthens PRSA Partnership as a Platinum Sponsor of This Years NCPRSA Strategic Communications Conference and InSpire Awards (ACCESSWIRE)
Nov-10-23 02:42PM	Issuer Direct Corporation (AMEX:ISDR) Q3 2023 Earnings Call Transcript (Insider Monkey) -14.25%
Nov-09-23 04:01PM	Issuer Direct Reports Third Quarter 2023 Results - Quarterly Revenue of $7.6 Million, an Increase of 43% from Q3 2022 (ACCESSWIRE) +5.14%
Nov-02-23 10:00AM	Issuer Direct to Host Third Quarter 2023 Earnings Conference Call November 9, 2023 (ACCESSWIRE) +7.33%
Oct-31-23 06:15PM	Quad/Graphics (QUAD) Q3 Earnings Top Estimates (Zacks)
Oct-12-23 10:00AM	Newswire, a Bronze-Level Sponsor, is Set to Exhibit at PRSA's ICON 2023 (ACCESSWIRE)
Sep-25-23 10:00AM	Newswire Lands EquityMultiple CEO a Quote in HousingWires Article About Mortgage Rates (ACCESSWIRE)
Sep-18-23 10:00AM	ACCESSWIRE Launches its Press Release Optimizer to Help Companies Expand Reach and Increase Brand Visibility (ACCESSWIRE)
Sep-13-23 10:00AM	Newswire Earns 20 Badges in G2's Fall Report, Including Small Business Leader (ACCESSWIRE)
10:00AM	ACCESSWIRE Named High Performer, Among Other Accolades in G2's Fall 2023 Report (ACCESSWIRE)
Sep-12-23 10:00AM	Digitunity's Scot Henley Talks Digital Divide in Authority Magazine Interview Facilitated by Newswire (ACCESSWIRE)

ACCESS Newswire, Inc. engages in the provision of communications and compliance technology solutions. The firm offers Platform id., which eliminates the complexity associated with producing and distributing business communications and financial information. Its services focus on communications, compliance, annual meeting and proxy, and transfer agency. The company was founded by Brian R. Balbirnie in October 1988 and is headquartered in Raleigh, NC.

FounderMr. Brian R. Balbirnie

CFOMr. Steven Knerr

Chief Technology OfficerMr. Mark J. Lloyd

Director of OperationsMr. Preston Burnett

Executive Vice President of Sales & MarketingMs. Jennifer Hammers

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BALBIRNIE BRIAN R	Director, CEO	May 27 '26	Buy	6.46	10,000	64,634	632,917	May 29 08:26 AM
Rein Graeme P.	Director	May 26 '26	Buy	6.31	7,267	45,830	87,000	May 27 11:06 AM
Rein Graeme P.	Director	May 18 '26	Buy	6.75	7,877	53,145	79,733	May 19 04:43 PM
Rein Graeme P.	Director	May 15 '26	Buy	6.87	6,956	47,772	71,856	May 19 04:43 PM
Pollard Wesley T	Director	May 15 '26	Buy	7.00	1,000	7,000	10,776	May 18 04:15 PM
Pollard Wesley T	Director	Mar 25 '26	Buy	7.29	1,500	10,935	7,222	Mar 30 05:28 PM
BALBIRNIE BRIAN R	Director, CEO	Mar 25 '26	Buy	7.54	3,396	25,606	622,917	Mar 26 04:05 PM

Open in Screener

GRNT

Granite Ridge Resources Inc

May 29 • 04:00PM ET

4.86

-0.08 -1.62 %

Energy • Oil & Gas E&P • USA • Small • NYSE

GRNT Granite Ridge Resources Inc daily Stock Chart

Peers: VTS NOG APA OVV MGY MTDR MUR CHRD PR SM

| Held by: VTI AVUV VDE IWM VXF DES DFSV IWN DFAS DFAT

Index	RUT	P/E	-	EPS (ttm)	-0.25	Insider Own	51.29%	Shs Outstand	131.91M	Perf Week	-11.64%
Market Cap	641.01M	Forward P/E	7.32	EPS next Y	0.66	Insider Trans	0.30%	Shs Float	64.25M	Perf Month	-18.73%
Enterprise Value	1.02B	PEG	0.38	EPS next Q	0.09	Inst Own	33.10%	Short Float	6.58%	Perf Quarter	-3.95%
Income	-32.85M	P/S	1.41	EPS this Y	14.88%	Inst Trans	2.28%	Short Ratio	4.20	Perf Half Y	-4.71%
Sales	455.64M	P/B	1.17	EPS next Y	34.41%	ROA	-2.88%	Short Interest	4.23M	Perf YTD	3.40%
Book/sh	4.14	P/C	13.44	EPS next 5Y	19.02%	ROE	-5.58%	52W High	6.72 -27.68%	Perf Year	-16.64%
Cash/sh	0.36	P/FCF	-	EPS past 3/5Y	-54.61% 28.80%	ROIC	-3.47%	52W Low	4.18 16.27%	Perf 3Y	-17.63%
Dividend Est.	0.44 (9.05%)	EV/EBITDA	3.43	Sales past 3/5Y	-3.26% -	Gross Margin	23.62%	Volatility	4.55% 4.37%	Perf 5Y	-50.00%
Dividend TTM	0.44 (9.05%)	EV/Sales	2.24	EPS Y/Y TTM	-369.16%	Oper. Margin	16.46%	ATR (14)	0.26	Perf 10Y	-
Dividend Ex-Date	May 29, 2026	Quick Ratio	0.93	Sales Y/Y TTM	10.07%	Profit Margin	-7.21%	RSI (14)	35.85	Recom	2.00
Dividend Gr. 3/5Y	76.52% -	Current Ratio	0.93	EPS Q/Q	-582.35%	SMA20	-10.69%	Beta	0.17	Target Price	7.83
Payout	238.74%	Debt/Eq	0.78	Sales Q/Q	4.34%	SMA50	-12.26%	Rel Volume	1.36	Prev Close	4.94
Employees	6	LT Debt/Eq	0.73	Earnings	May 07 AMC	SMA200	-7.27%	Avg Volume	1.01M	Price	4.86
IPO	Nov 06, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	-81.53% 1.25%	Trades		Volume	1,365,296	Change	-1.62%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-21-25	Downgrade	CapitalOne	Overweight → Equal Weight
Jun-14-24	Resumed	BofA Securities	Neutral	$7
May-15-24	Initiated	ROTH MKM	Buy	$8.80
Nov-07-23	Initiated	BofA Securities	Buy	$9
Sep-27-23	Initiated	Stephens	Overweight	$8

May-21-26 02:12PM	EnerCom Announces Premier Networking Events for the 31st Annual Energy Investment Conference, Including Monday Charity Golf Tournament, Monday VIP Welcome Mixer, and Tuesday Casino Night (PR Newswire)
May-08-26 08:30AM	Granite Ridge Resources, Inc Q1 2026 Earnings Call Summary (Moby) -10.71%
May-07-26 04:05PM	Granite Ridge Resources, Inc. Reports First Quarter 2026 Results and Declares Quarterly Cash Dividend (Business Wire)
Apr-13-26 04:07PM	Granite Ridge Resources Schedules First Quarter 2026 Earnings Conference Call (Business Wire)
09:00AM	EnerCom Opens Registration for the 31st Annual Energy Investment Conference August 17-19, 2026 in Denver, Colorado (PR Newswire)
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Apr-07-26 08:00PM	Granite Ridge Resources, Inc. (GRNT) Just Flashed Golden Cross Signal: Do You Buy? (Quartz) -5.64%
Mar-19-26 11:47AM	EnerCom Announces Initial List of Presenting Companies for the 31st Annual Energy Investment Conference to be held August 17-19, 2026, in Denver, Colorado (PR Newswire)
Mar-06-26 06:00PM	Granite Ridge Resources Inc (GRNT) Q4 2025 Earnings Call Highlights: Strong Production Growth ... (GuruFocus.com) -5.99% +5.98%
04:17PM	Granite Ridge Resources Q4 Earnings Call Highlights (MarketBeat)
08:30AM	Granite Ridge Resources, Inc Q4 2025 Earnings Call Summary (Moby)
Mar-05-26 04:19PM	Granite Ridge Resources, Inc. Reports Fourth Quarter and Full-Year 2025 Results and Provides Outlook for 2026 (Business Wire)
Feb-13-26 04:08PM	Granite Ridge Resources Declares Quarterly Cash Dividend and Schedules Fourth Quarter 2025 Earnings Conference Call (Business Wire)
Feb-05-26 04:08PM	Granite Ridge Resources, Inc. Appoints Kyle Kettler as Chief Financial Officer (Business Wire)
Dec-17-25 01:12PM	Conduit Power to Develop 200 MW of Distributed Generation in ERCOT; Secures Diamondback Energy and Granite Ridge Resources as Financial Partners (Business Wire)
Dec-11-25 03:05PM	Is the Options Market Predicting a Spike in Granite Ridge Resources Stock? (Zacks)
11:49AM	Loading…
Dec-09-25 11:49AM	Freedom Capital Downgrades Granite Ridge (GRNT) to Hold, Cuts PT to $7 (Insider Monkey)
Nov-08-25 02:12AM	Granite Ridge Resources Inc (GRNT) Q3 2025 Earnings Call Highlights: Strong Production Growth ... (GuruFocus.com)
Nov-06-25 06:08PM	Granite Ridge Resources, Inc. Reports Third Quarter 2025 Results and Declares Quarterly Cash Dividend (Business Wire)
11:00AM	Constellation Energy to Report Q3 Earnings: How to Play the Stock? (Zacks)
Nov-04-25 12:20PM	Canadian Natural to Report Q3 Earnings: What's in the Offing? (Zacks)
12:14PM	Civitas Resources to Report Q3 Earnings: What's in the Offing? (Zacks)
Oct-07-25 04:28PM	Granite Ridge Resources Schedules Third Quarter 2025 Earnings Conference Call (Business Wire)
Sep-02-25 04:45AM	Granite Ridge Resources Gains on Strong Earnings and Insider Buying Amid Mixed Analyst Views (Insider Monkey)
Aug-07-25 07:50PM	Granite Ridge Resources, Inc. (GRNT) Q2 Earnings Miss Estimates (Zacks) +7.17%
05:10PM	Granite Ridge Resources, Inc. Reports Second Quarter 2025 Results, Declares Quarterly Cash Dividend and Provides Updated Outlook for 2025 (Business Wire)
Aug-06-25 06:00PM	Chord Energy Corporation (CHRD) Lags Q2 Earnings and Revenue Estimates (Zacks)
04:03PM	/C O R R E C T I O N -- EnerCom, Inc./ (PR Newswire)
02:14PM	EnerCom Announces Andrew Rapp, Senior Advisor in the U.S. Department of Energy, as Keynote Speaker on August 18th at EnerCom's 30th Anniversary Energy Investment Conference (PR Newswire)
Aug-05-25 06:10PM	California Resources Corporation (CRC) Q2 Earnings and Revenues Surpass Estimates (Zacks)
Jul-31-25 01:34PM	Energy Transition Meets Emerging Tech on August 20th at EnerCom's 30th Anniversary Energy Investment Conference (PR Newswire)
10:00AM	Loading…
10:00AM	Granite Ridge Resources, Inc. (GRNT) Q2 Earnings Preview: What's in the Cards? (Zacks)
Jul-23-25 03:14PM	Nuclear Energy Newcomers Electrify Final Day of EnerCom's 30th Anniversary Energy Investment Conference (PR Newswire)
Jul-14-25 02:53PM	EnerCom Denver Releases Full Presenter Lineup for Landmark 30th Energy Investment Conference (PR Newswire)
Jul-09-25 05:05PM	Granite Ridge Resources Schedules Second Quarter 2025 Earnings Conference Call (Business Wire)
Jun-27-25 03:49AM	Granite Ridge Resources (GRNT) Gains Amid Reports of Insider Buying (Insider Monkey)
Jun-23-25 06:36AM	Granite Ridge Resources, Inc. (GRNT) Surges 6.7%: Is This an Indication of Further Gains? (Zacks)
Jun-19-25 11:23AM	EnerCom Announces Liberty Energy and Baker Hughes as Keynote Speakers at the 30th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Jun-12-25 08:55AM	Granite Ridge Resources, Inc. Announces CEO Transition (Business Wire)
Jun-10-25 07:30AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
May-21-25 02:43PM	EnerCom Announces Premier Networking Events at the 30th Annual EnerCom Denver - The Energy Investment Conference, Including Charity Golf, Monday Cocktail Mixer, and Casino Night (PR Newswire)
May-10-25 03:09AM	Granite Ridge Resources Inc (GRNT) Q1 2025 Earnings Call Highlights: Strong Production Growth ... (GuruFocus.com)
May-08-25 05:50PM	Granite Ridge Resources, Inc. (GRNT) Q1 Earnings and Revenues Surpass Estimates (Zacks)
04:05PM	Granite Ridge Resources, Inc. Reports First Quarter 2025 Results and Declares Quarterly Cash Dividend (Business Wire)
01:48PM	Plains All American to Report Q1 Earnings: How to Play the Stock? (Zacks)
09:38AM	What To Expect From Granite Ridge Resources Inc (GRNT) Q1 2025 Earnings (GuruFocus.com)
May-07-25 06:55PM	Riley Exploration Permian, Inc. (REPX) Misses Q1 Earnings and Revenue Estimates (Zacks)
10:42AM	Granite Ridge Resources Inc (GRNT) Q1 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
May-06-25 05:15PM	Devon Energy (DVN) Lags Q1 Earnings Estimates (Zacks)
12:10PM	Can Granite Ridge Resources, Inc. (GRNT) Keep the Earnings Surprise Streak Alive? (Zacks)
May-01-25 10:01AM	Granite Ridge Resources, Inc. (GRNT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-26-25 10:09AM	Is Granite Ridge Resources, Inc. (GRNT) the Best Oil and Gas Penny Stock to Invest in Now? (Insider Monkey)
Apr-17-25 06:17PM	Granite Ridge Resources: A Look At Its Guidance For 2025 (Seeking Alpha) -6.20%
Apr-16-25 04:05PM	Granite Ridge Resources Schedules First Quarter 2025 Earnings Conference Call (Business Wire)
Apr-04-25 09:55AM	Wall Street Analysts See a 35.24% Upside in Granite Ridge Resources, Inc. (GRNT): Can the Stock Really Move This High? (Zacks) -12.34%
Mar-31-25 12:20PM	Earnings Estimates Rising for Granite Ridge Resources, Inc. (GRNT): Will It Gain? (Zacks)
Mar-06-25 04:05PM	Granite Ridge Resources, Inc. Reports Fourth Quarter and Full-Year 2024 Results and Provides Outlook for 2025 (Business Wire) -5.70%
Mar-03-25 09:55AM	Granite Ridge Resources, Inc. (GRNT) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now (Zacks)
Feb-14-25 04:05PM	Granite Ridge Resources Declares Quarterly Cash Dividend and Schedules Fourth Quarter 2024 Earnings Conference Call (Business Wire)
Feb-07-25 01:45PM	Is Granite Ridge Resources (GRNT) Among The Small Cap Stocks Insiders Are Buying Recently? (Insider Monkey)
Dec-03-24 08:30AM	Sidoti Events, LLC's Virtual December Small-Cap Conference (ACCESS Newswire)
Nov-07-24 04:05PM	Granite Ridge Resources, Inc. Reports Third-Quarter 2024Results and Declares Quarterly Cash Dividend (Business Wire)
Nov-03-24 12:55PM	Granite Ridge Resources, Inc. (GRNT): A Bull Case Theory (Insider Monkey)
Oct-11-24 04:05PM	Granite Ridge Resources Schedules Third Quarter 2024 Earnings Conference Call (Business Wire)
Sep-17-24 08:00AM	Sidoti Events, LLC's Virtual September Small-Cap Conference (ACCESSWIRE)
Aug-12-24 03:41PM	EnerCom's 29th Annual Energy Investment Conference is Set to be Held August 18-21, 2024 in Denver, Colorado (PR Newswire)
Aug-08-24 04:05PM	Granite Ridge Resources, Inc. Reports Second-Quarter 2024 Results, Declares Quarterly Cash Dividend and Provides Updated Outlook for 2024 (Business Wire)
Aug-01-24 10:01AM	Earnings Preview: Granite Ridge Resources, Inc. (GRNT) Q2 Earnings Expected to Decline (Zacks) -5.11%
Jul-29-24 03:13PM	Investor One-on-One Meeting Requests Open for 29th Annual EnerCom Denver - The Energy Investment Conference, to be held August 18-21, 2024 in Denver, Colorado (PR Newswire)
Jul-17-24 12:11PM	Presentation Times and Schedule for Participating Companies Now Posted on the Conference Website for 29th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Jul-12-24 04:05PM	Granite Ridge Resources Schedules Second Quarter 2024 Earnings Conference Call (Business Wire)
Jun-24-24 03:16PM	The 29th Annual EnerCom Denver - The Energy Investment Conference to Host The Energy Transition and Emerging Technology Session Featuring Start-Up Energy and Technology Companies (PR Newswire)
Jun-11-24 10:50AM	Sidoti Events, LLC's Virtual June Small-Cap Conference (ACCESSWIRE)
Jun-04-24 01:21PM	EnerCom Announces Unparalleled Networking Opportunities at the 29th Annual EnerCom Denver - The Energy Investment Conference, Including Charity Golf Tournament, Monday Cocktail Mixer, Casino Night, and Last Day Reception (PR Newswire)
May-15-24 08:05AM	Granite Ridge Resources Declares $0.11 Quarterly Cash Dividend (Business Wire)
May-14-24 01:58PM	EnerCom Announces Chris Wright, Chairman and Chief Executive Officer of Liberty Energy, as Keynote Speaker at the 29th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
May-09-24 08:56PM	GRNT Stock Earnings: Granite Ridge Resources Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
04:05PM	Granite Ridge Resources Inc. Reports First Quarter 2024 Results (Business Wire)
May-01-24 02:08PM	EnerCom Announces Mike Wirth, Chairman and Chief Executive Officer of Chevron, as Keynote Speaker at the 29th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Apr-16-24 01:12PM	EnerCom is Pleased to Announce that Registration is Now Open for the 29th Annual EnerCom Denver - The Energy Investment Conference (PR Newswire)
Apr-12-24 08:00AM	Granite Ridge Resources Schedules First Quarter 2024 Earnings Conference Call (Business Wire)
Apr-04-24 04:05PM	Granite Ridge Announces Expansion of Revolving Credit Facility (Business Wire)
Mar-11-24 04:15PM	Granite Ridge Resources, Inc. to Participate in Water Tower Fireside Chat Series (Business Wire)
Mar-10-24 08:33AM	Granite Ridge Resources, Inc (NYSE:GRNT) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-07-24 09:54PM	GRNT Stock Earnings: Granite Ridge Resources Meets EPS, Beats Revenue for Q4 2023 (InvestorPlace)
04:05PM	Granite Ridge Resources, Inc. Reports Fourth Quarter and Full-Year 2023 Results and Provides Outlook for 2024 (Business Wire)
Feb-15-24 09:03AM	Granite Ridge Resources Declares $0.11 Quarterly Cash Dividend (Business Wire) +6.64%
Feb-02-24 06:55AM	Granite Ridge Resources Provides an Operational Update, Releases Select Preliminary Fourth-Quarter 2023 Results, and Schedules Earnings Results Conference Call for March 8, 2024, at 10:00 a.m. Central Time (Business Wire)
Nov-17-23 06:00AM	Granite Ridge Resources Declares $0.11 Quarterly Cash Dividend (Business Wire)
Nov-13-23 09:41AM	Granite Ridge Resources, Inc (NYSE:GRNT) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-09-23 04:05PM	Granite Ridge Resources Inc. Reports Third-Quarter 2023 Results and Provides Updated Outlook for 2023 (Business Wire)
09:55AM	Wall Street Analysts Think Granite Ridge Resources, Inc. (GRNT) Could Surge 42.6%: Read This Before Placing a Bet (Zacks)
Oct-09-23 04:05PM	Granite Ridge Resources Schedules Third Quarter 2023 Earnings Conference Call (Business Wire)
Oct-05-23 09:35AM	After Plunging -21.66% in 4 Weeks, Here's Why the Trend Might Reverse for Granite Ridge Resources, Inc. (GRNT) (Zacks)
Oct-03-23 12:00PM	Granite Ridge Resources, Inc. (GRNT) Moves to Strong Buy: Rationale Behind the Upgrade (Zacks)
Sep-19-23 08:04AM	4 Big Winners as Oil Prices are on Course to Hit $100 a Barrel (Zacks)
Sep-12-23 07:27PM	Granite Ridge Resources, Inc. Announces Pricing of Secondary Public Offering of Common Stock (Business Wire) -9.76%
09:35AM	Here's Why Granite Ridge Resources, Inc. (GRNT) is Poised for a Turnaround After Losing -23.03% in 4 Weeks (Zacks)
Sep-11-23 06:54AM	Granite Ridge Resources, Inc. Announces Launch of Secondary Public Offering of Common Stock (Business Wire) -18.00%
Aug-22-23 05:44PM	Should You Buy Granite Ridge Resources, Inc. (GRNT) After Golden Cross? (Zacks)
05:30PM	Granite Ridge Resources Declares $0.11 Quarterly Cash Dividend (Business Wire)

Granite Ridge Resources, Inc. engages in the exploration, development, and production of oil and natural gas. The company was founded on May 9, 2022 and is headquartered in Dallas, TX.

CEO & PresidentMr. Tyler S. Farquharson

Chief Accounting OfficerMs. Kimberly A. Weimer

Chief Financial OfficerMr. R. Kyle Kettler CFA

Vice President of Investor RelationsMr. James M. Masters

Corporate SecretaryMs. Emily Tubb Fuquay J.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Kettler Ronald Kyle	Chief Financial Officer	May 27 '26	Buy	5.08	6,000	30,480	129,276	May 29 01:15 PM
MCCARTNEY JOHN	Director	May 21 '26	Buy	5.54	4,000	22,160	143,143	May 22 12:37 PM
MCCARTNEY JOHN	Director	May 19 '26	Buy	5.81	3,000	17,430	139,143	May 20 03:19 PM
Perry Griffin	Director	May 18 '26	Buy	5.49	100,000	549,000	1,163,903	May 18 05:25 PM
Everard Michele J	Director	May 14 '26	Buy	5.28	1,000	5,280	72,143	May 14 03:15 PM
Farquharson Tyler	President and CEO	May 13 '26	Buy	5.15	10,000	51,500	344,743	May 13 04:23 PM
Miller Matthew Reade	Director	May 13 '26	Buy	5.21	18,180	94,718	1,350,213	May 13 04:16 PM
Miller Matthew Reade	Director	Mar 13 '26	Buy	5.15	658	3,389	1,328,839	Mar 17 09:54 AM
Kettler Ronald Kyle	Chief Financial Officer	Mar 13 '26	Buy	5.17	3,000	15,510	123,276	Mar 16 10:32 AM
MCCARTNEY JOHN	Director	Mar 12 '26	Buy	5.16	5,000	25,800	136,143	Mar 16 10:27 AM
MCCARTNEY JOHN	Director	Mar 11 '26	Buy	5.12	2,000	10,240	131,143	Mar 12 02:41 PM
Everard Michele J	Director	Mar 12 '26	Buy	5.17	5,000	25,850	71,143	Mar 12 02:37 PM
Miller Matthew Reade	Director	Mar 10 '26	Buy	5.10	10,000	51,000	1,328,181	Mar 11 11:50 AM
Kettler Ronald Kyle	Chief Financial Officer	Mar 10 '26	Buy	5.18	5,000	25,900	120,276	Mar 11 11:42 AM
Farquharson Tyler	President and CEO	Mar 10 '26	Buy	5.21	12,500	65,125	334,743	Mar 11 10:41 AM
Miller Matthew Reade	Director	Dec 15 '25	Buy	5.13	648	3,324	1,298,166	Dec 17 11:44 AM
MCCARTNEY JOHN	Director	Dec 08 '25	Buy	5.26	5,000	26,300	113,117	Dec 09 02:24 PM
MCCARTNEY JOHN	Director	Dec 05 '25	Buy	5.41	4,000	21,640	108,117	Dec 08 11:10 AM
Miller Matthew Reade	Director	Dec 04 '25	Buy	5.33	9,388	50,038	1,297,518	Dec 05 12:08 PM
MCCARTNEY JOHN	Director	Dec 01 '25	Buy	5.23	1,026	5,366	104,117	Dec 02 06:02 PM
Lazarine Kirk	Director	Nov 21 '25	Buy	4.97	10,000	49,750	1,051,997	Nov 21 11:14 AM
MCCARTNEY JOHN	Director	Nov 18 '25	Buy	5.07	4,000	20,280	99,091	Nov 20 03:28 PM
MCCARTNEY JOHN	Director	Nov 19 '25	Buy	5.05	4,000	20,200	103,091	Nov 20 03:28 PM
MCCARTNEY JOHN	Director	Nov 17 '25	Buy	5.18	4,000	20,720	95,091	Nov 18 11:48 AM
MCCARTNEY JOHN	Director	Nov 13 '25	Buy	5.17	4,000	20,680	91,091	Nov 17 10:48 AM
MCCARTNEY JOHN	Director	Nov 11 '25	Buy	5.26	4,000	21,040	87,091	Nov 12 05:43 PM
Miller Matthew Reade	Director	Sep 15 '25	Buy	5.35	600	3,210	1,284,664	Sep 17 11:01 AM
MCCARTNEY JOHN	Director	Aug 21 '25	Buy	5.30	974	5,162	83,091	Aug 25 11:39 AM
MCCARTNEY JOHN	Director	Aug 18 '25	Buy	5.25	5,000	26,250	82,117	Aug 20 10:57 AM
MCCARTNEY JOHN	Director	Aug 15 '25	Buy	5.30	5,000	26,500	77,117	Aug 18 11:12 AM
MCCARTNEY JOHN	Director	Aug 13 '25	Buy	5.41	3,000	16,230	72,117	Aug 14 05:49 PM
MCCARTNEY JOHN	Director	Aug 12 '25	Buy	5.34	3,000	16,020	69,117	Aug 13 02:34 PM
Everard Michele J	Director	Aug 12 '25	Buy	5.33	1,000	5,330	50,117	Aug 12 04:00 PM
Miller Matthew Reade	Director	Aug 12 '25	Buy	5.36	18,700	100,232	1,284,064	Aug 12 03:50 PM
Miller Matthew Reade	Director	Jun 13 '25	Buy	5.98	544	3,253	1,262,421	Jun 17 04:46 PM
Miller Matthew Reade	Director	Jun 16 '25	Buy	5.98	17,000	101,660	1,261,877	Jun 16 10:52 AM
MCCARTNEY JOHN	Director	Jun 03 '25	Buy	5.89	2,000	11,780	66,117	Jun 04 06:12 PM
Brandenberg Luke C	President and CEO	Jun 04 '25	Buy	5.80	6,100	35,380	157,267	Jun 04 11:11 AM
MCCARTNEY JOHN	Director	Jun 02 '25	Buy	5.72	2,000	11,440	64,117	Jun 03 05:45 PM

Open in Screener

LCNB

LCNB Corp

May 29 • 04:00PM ET

17.04

+0.16 0.95 %

Financial • Banks - Regional • USA • Micro • NASD

Peers: CMTV NKSH PEBK BPRN CFFI FRAF FUNC FXNC HWBK VABK

| Held by: VTI IWM VXF IWN BSVO VTWO DFAS DFAT DFSV DFMC

Index	RUT	P/E	10.53	EPS (ttm)	1.62	Insider Own	6.40%	Shs Outstand	14.25M	Perf Week	4.09%
Market Cap	242.75M	Forward P/E	9.41	EPS next Y	1.81	Insider Trans	-0.15%	Shs Float	13.33M	Perf Month	5.06%
Enterprise Value	-	PEG	-	EPS next Q	0.43	Inst Own	40.39%	Short Float	0.52%	Perf Quarter	0.29%
Income	22.82M	P/S	1.96	EPS this Y	2.76%	Inst Trans	0.93%	Short Ratio	2.67	Perf Half Y	7.04%
Sales	124.11M	P/B	0.88	EPS next Y	8.06%	ROA	1.01%	Short Interest	0.07M	Perf YTD	3.97%
Book/sh	19.36	P/C	-	EPS next 5Y	-	ROE	8.54%	52W High	17.89 -4.73%	Perf Year	18.33%
Cash/sh	-	P/FCF	7.13	EPS past 3/5Y	-5.42% 1.02%	ROIC	6.33%	52W Low	13.75 23.93%	Perf 3Y	18.95%
Dividend Est.	0.88 (5.16%)	EV/EBITDA	-	Sales past 3/5Y	15.46% 9.38%	Gross Margin	-	Volatility	2.34% 2.56%	Perf 5Y	-3.40%
Dividend TTM	0.88 (5.16%)	EV/Sales	-	EPS Y/Y TTM	41.73%	Oper. Margin	22.64%	ATR (14)	0.43	Perf 10Y	0.24%
Dividend Ex-Date	Jun 01, 2026	Quick Ratio	-	Sales Y/Y TTM	-2.49%	Profit Margin	18.39%	RSI (14)	63.55	Recom	3.00
Dividend Gr. 3/5Y	2.80% 3.81%	Current Ratio	0.03	EPS Q/Q	-4.11%	SMA20	4.99%	Beta	0.58	Target Price	17.50
Payout	53.92%	Debt/Eq	0.40	Sales Q/Q	-1.36%	SMA50	4.73%	Rel Volume	0.68	Prev Close	16.88
Employees	363	LT Debt/Eq	0.31	Earnings	Apr 22 AMC	SMA200	5.32%	Avg Volume	25.77K	Price	17.04
IPO	Aug 28, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-11.43% 1.03%	Trades		Volume	17,485	Change	0.95%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-20-24	Initiated	Hovde Group	Market Perform	$16.25
Nov-30-22	Initiated	Janney	Neutral	$19
Jan-12-21	Upgrade	Boenning & Scattergood	Neutral → Outperform	$17.50
Sep-24-20	Initiated	Boenning & Scattergood	Neutral
Oct-11-16	Downgrade	FBR & Co.	Outperform → Mkt Perform
Jul-19-16	Reiterated	FBR Capital	Outperform	$18 → $19
Apr-28-14	Upgrade	FBR Capital	Mkt Perform → Outperform	$19

May-27-26 01:00PM	LCNB Corp. Strengthens Columbus Banking Presence with Two Additions (Business Wire)
May-18-26 04:05PM	LCNB Corp. Announces 2026 Second-Quarter Dividend (Business Wire)
Apr-22-26 04:12PM	LCNB: Q1 Earnings Snapshot (Associated Press)
04:02PM	LCNB Corp. Reports Financial Results for the Three Months Ended March 31, 2026 (Business Wire)
Feb-18-26 04:48PM	LCNB Corp. Announces 2026 First-Quarter Dividend (Business Wire)
06:15PM	Loading…
Jan-29-26 06:15PM	LCNB (LCNB) Q4 Earnings Miss Estimates (Zacks)
05:26PM	LCNB: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	LCNB Corp. Reports Financial Results for the Three and Twelve Months Ended December 31, 2025 (Business Wire)
Jan-22-26 05:35PM	Byline Bancorp (BY) Q4 Earnings and Revenues Top Estimates (Zacks)
07:52AM	LCNB (LCNB) Moves 5.2% Higher: Will This Strength Last? (Zacks)
Nov-20-25 02:30PM	LCNB Corp. Announces 2025 Fourth-Quarter Dividend (Business Wire)
Oct-31-25 04:47PM	LCNB (LCNB) Upgraded to Buy: Here's What You Should Know (Zacks)
09:40AM	Are Investors Undervaluing LCNB (LCNB) Right Now? (Zacks)
Oct-22-25 05:40PM	LCNB (LCNB) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
04:43PM	LCNB: Q3 Earnings Snapshot (Associated Press Finance)
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04:30PM	LCNB Corp. Reports Financial Results for the Three and Nine Months Ended September 30, 2025 (Business Wire)
Oct-15-25 04:05PM	LCNB Corp. Announces Change to Board of Directors (Business Wire)
Oct-08-25 01:00PM	LCNB Corp. Solidifies Leadership Team to Support Growth (Business Wire)
Sep-23-25 12:00PM	All You Need to Know About LCNB (LCNB) Rating Upgrade to Buy (Zacks)
Sep-09-25 09:40AM	Should Value Investors Buy LCNB (LCNB) Stock? (Zacks)
Aug-21-25 04:05PM	LCNB Corp. Announces 2025 Third-Quarter Dividend (Business Wire) +5.88%
Aug-20-25 12:00PM	LCNB (LCNB) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
09:40AM	Are Investors Undervaluing LCNB (LCNB) Right Now? (Zacks)
Aug-04-25 09:40AM	Is LCNB (LCNB) Stock Undervalued Right Now? (Zacks)
Jul-29-25 12:20PM	Why LCNB (LCNB) Might be Well Poised for a Surge (Zacks)
Jul-22-25 05:10PM	LCNB (LCNB) Tops Q2 Earnings Estimates (Zacks)
04:07PM	LCNB: Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	LCNB Corp. Reports Financial Results for the Three and Six Months Ended June 30, 2025 (Business Wire)
May-22-25 05:41AM	New Strong Sell Stocks for May 22nd (Zacks)
May-19-25 04:05PM	LCNB Corp. Announces 2025 Second-Quarter Dividend (Business Wire)
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Apr-22-25 05:55PM	LCNB (LCNB) Lags Q1 Earnings and Revenue Estimates (Zacks)
04:53PM	LCNB: Q1 Earnings Snapshot (Associated Press Finance)
04:30PM	LCNB Corp. Reports Financial Results for the Three Months Ended March 31, 2025 (Business Wire)
Feb-20-25 04:15PM	LCNB Corp. Announces 2025 First-Quarter Dividend (Business Wire)
Jan-30-25 04:49PM	LCNB: Q4 Earnings Snapshot (Associated Press Finance)
04:06PM	LCNB Corp. Reports Financial Results for the Three and Twelve Months Ended December 31, 2024 (Business Wire)
Nov-18-24 04:05PM	LCNB Corp. Announces 2024 Fourth-Quarter Dividend (Business Wire)
Oct-21-24 04:47PM	LCNB: Q3 Earnings Snapshot (Associated Press Finance)
04:35PM	LCNB Corp. Reports Financial Results for the Three and Nine Months Ended September 30, 2024 (Business Wire)
Aug-22-24 04:05PM	LCNB Corp. Announces 2024 Third Quarter Dividend (Business Wire) +5.80%
Jul-24-24 08:00AM	LCNB Corp. Reports Financial Results for the Three and Six Months Ended June 30, 2024 (Business Wire)
Jul-23-24 05:49PM	LCNB: Q2 Earnings Snapshot (Associated Press Finance)
Jul-17-24 05:10PM	LCNB Corp. Announces the Retirement of Matthew P. Layer EVP and Chief Lending Officer (Business Wire)
May-20-24 11:00AM	LCNB Corp. Announces 2024 Second Quarter Dividend (Business Wire)
May-02-24 05:32AM	LCNB Corp (LCNB) Reports Mixed Q1 Earnings Amid Acquisitions, Misses EPS Estimates (GuruFocus.com)
Apr-30-24 01:53PM	LCNB Stock Earnings: LCNB Misses EPS, Beats Revenue for Q1 2024 (InvestorPlace) -8.14%
08:08AM	LCNB: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	LCNB Corp. Reports Financial Results for the Three Months Ended March 31, 2024 (Business Wire)
Apr-12-24 04:23PM	LCNB Corp. Completes Acquisition of Eagle Financial Bancorp, Inc. (Business Wire)
Feb-16-24 04:05PM	LCNB Corp. Announces 2024 First Quarter Dividend (Business Wire)
Feb-02-24 04:43AM	LCNB Corp (LCNB) Reports Mixed Financial Outcomes Amidst Strategic Acquisitions (GuruFocus.com)
Jan-31-24 11:00AM	LCNB Corp. Reports Financial Results for the Three and Twelve Months Ended December 31, 2023 (Business Wire) -5.62%
10:35AM	LCNB (LCNB) Q4 Earnings Miss Estimates (Zacks)
09:40AM	LCNB: Q4 Earnings Snapshot (Associated Press Finance)
Nov-30-23 11:46AM	LCNB Corp (LCNB) Enters Deal to Acquire Eagle Financial (Zacks)
Nov-29-23 08:45AM	LCNB Corp. Agrees to Acquire Eagle Financial Bancorp, Inc. (Business Wire)
Nov-20-23 04:05PM	LCNB Corp. Announces 2023 Fourth Quarter Dividend (Business Wire)
Nov-01-23 05:01PM	LCNB Corp. Announces Completion of the Cincinnati Bancorp, Inc. Merger (Business Wire)
Oct-24-23 08:07AM	LCNB: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	LCNB Corp. Reports Financial Results for the Three and Nine Months Ended September 30, 2023 (Business Wire)
Aug-22-23 08:00AM	LCNB Corp. Announces Third Quarter Dividend (Business Wire)
Jul-21-23 08:07AM	LCNB: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	LCNB Corp. Reports Record Financial Results for the Three and Six Months Ended June 30, 2023 (Business Wire)
Jul-05-23 08:12AM	BofA (BAC) Rides on Rates & Expansion Efforts, Fee Income Ails (Zacks)
Jun-26-23 01:05PM	Here's Why You Should Add LCNB Stock to Your Portfolio Now (Zacks)
Jun-06-23 08:00AM	LCNB Corp. is Set to Join the Russell 3000® Index (Business Wire)
Jun-05-23 03:22PM	UBS Group (UBS) Expects to Close Credit Suisse Deal By Jun 12 (Zacks)
May-26-23 07:50AM	UBS' Buyout of Credit Suisse Gets EU Antitrust Approval (Zacks)
06:26AM	Should You Buy LCNB Corp. (NASDAQ:LCNB) For Its Upcoming Dividend? (Simply Wall St.)
May-25-23 01:11PM	Citigroup (C) Plans Mexico Banamex IPO, To Resume Buybacks in Q2 (Zacks)
May-23-23 08:46AM	Fifth Third (FITB) Buys Embedded Payment Platform Rize Money (Zacks)
May-19-23 10:17AM	LCNB Corp (LCNB) Enters Deal to Acquire Cincinnati Bancorp (Zacks)
May-18-23 08:50AM	LCNB Corp. Agrees to Acquire Cincinnati Bancorp, Inc. (Business Wire)
May-14-23 08:11AM	LCNB (NASDAQ:LCNB) Is Due To Pay A Dividend Of $0.21 (Simply Wall St.)
May-10-23 11:00AM	LCNB Corp. Announces Second Quarter Dividend (Business Wire)
Apr-25-23 06:24AM	Do LCNB's (NASDAQ:LCNB) Earnings Warrant Your Attention? (Simply Wall St.)
Apr-24-23 08:00AM	LCNB Corp. Reports Financial Results for the Three Months Ended March 31, 2023 (Business Wire)
Mar-17-23 08:32AM	LCNB (LCNB) Surges 5.9%: Is This an Indication of Further Gains? (Zacks)
Mar-14-23 06:14AM	Earnings growth of 1.7% over 5 years hasn't been enough to translate into positive returns for LCNB (NASDAQ:LCNB) shareholders (Simply Wall St.)
Feb-28-23 08:00AM	LCNB Corp. Announces New 500,000 Share Repurchase Program (Business Wire)
Feb-24-23 04:57AM	Best Income Stocks to Buy for February 24th (Zacks)
Feb-05-23 11:30AM	Dividend Challengers List Ranked By Yield: Top 25 (Insider Monkey)
Jan-29-23 07:29AM	LCNB (NASDAQ:LCNB) Will Pay A Larger Dividend Than Last Year At $0.21 (Simply Wall St.)
Jan-28-23 07:27AM	LCNB Full Year 2022 Earnings: Beats Expectations (Simply Wall St.)
Jan-27-23 08:00AM	LCNB Corp. Reports Record Financial Results for the Three and Twelve Months Ended December 31, 2022 (Business Wire)
Jan-23-23 04:05PM	LCNB Corp. Announces First Quarter Dividend (Business Wire)
Nov-26-22 07:16AM	LCNB Corp. (NASDAQ:LCNB) Looks Like A Good Stock, And It's Going Ex-Dividend Soon (Simply Wall St.)
Nov-25-22 05:12AM	LCNB's (NASDAQ:LCNB) Dividend Will Be Increased To $0.21 (Simply Wall St.)
Nov-21-22 01:45PM	LCNB Corp. Announces Fourth Quarter Dividend (Business Wire)
Oct-21-22 08:00AM	LCNB Corp. Reports Record Financial Results for the Three and Nine Months Ended September 30, 2022 (Business Wire) +5.12%
Aug-26-22 06:14AM	Be Sure To Check Out LCNB Corp. (NASDAQ:LCNB) Before It Goes Ex-Dividend (Simply Wall St.)
Aug-18-22 07:02AM	Investors in LCNB (NASDAQ:LCNB) have made a return of 6.7% over the past five years (Simply Wall St.)
Aug-16-22 02:35PM	LCNB Corp. Announces Third Quarter Dividend (Business Wire)
Jul-26-22 08:00AM	LCNB Corp. Reports Record Financial Results for the Three and Six Months Ended June 30, 2022 (Business Wire)
Jul-06-22 07:09PM	Heres how local public company CEO compensation compares to employee pay (American City Business Journals)
May-16-22 12:30PM	LCNB Corp. Announces Second Quarter Dividend (Business Wire)
May-06-22 01:17PM	What Kind Of Investors Own Most Of LCNB Corp. (NASDAQ:LCNB)? (Simply Wall St.)
Apr-26-22 09:25AM	LCNB (LCNB) Q1 Earnings Top Estimates (Zacks)
08:00AM	LCNB Corp. Reports Financial Results for The Three Months Ended March 31, 2022 (Business Wire)
Apr-13-22 07:02AM	New Strong Buy Stocks for April 13th (Zacks)

LCNB Corp. is a financial holding company, which offers commercial and personal banking services. It offers services such as checking rates, debit card resources, electronic banking, fraud and identity theft, education and awareness. The company was founded in December 1998 and is headquartered in Lebanon, OH.

CEOEric J. Meilstrup

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Meilstrup Eric J	CEO	May 28 '26	Buy	16.95	400	6,778	53,478	May 29 08:58 AM
Haines Robert C II	President	May 15 '26	Buy	15.78	500	7,888	26,228	May 18 11:41 AM
Miller Michael Robert	Executive Vice President	Feb 04 '26	Sale	17.75	2,759	48,972	16,798	Feb 18 11:52 AM
Meilstrup Eric J	CEO	Nov 19 '25	Buy	15.31	500	7,658	45,705	Nov 20 01:58 PM
Huddle William G	Director	Nov 12 '25	Sale	15.51	3,000	46,530	15,530	Nov 13 09:29 AM
Mulligan Lawrence P Jr.	Executive Vice President	Aug 20 '25	Buy	15.19	100	1,519	29,176	Aug 22 09:09 AM

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