AAT

American Assets Trust Inc

22.40

Sep 02 • 3:59 PM ET -0.01 (-0.04%)

22.79

Aftermarket • 6:55 PM ET +0.39 (1.74%)

Real Estate REIT - Diversified USA Small NYSE

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

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

Index	RUT
Market Cap	1.38B
Enterprise Value	2.91B
Income	17.97M
Sales	439.74M
Book/sh	18.28
Cash/sh	1.79
Dividend Est.	1.36 (6.07%)
Dividend TTM	1.36 (6.07%)
Dividend Ex-Date	Sep 03, 2026
Dividend Gr. 3/5Y	2.04% 6.34%
Payout	147.99%
Employees	232
IPO	Jan 13, 2011

P/E	75.62
Forward P/E	60.54
PEG	-
P/S	3.13
P/B	1.23
P/C	12.54
P/FCF	15.52
EV/EBITDA	12.72
EV/Sales	6.63
Quick Ratio	2.46
Current Ratio	2.46
Debt/Eq	1.53
LT Debt/Eq	1.53
Option/Short	Yes / Yes

EPS (ttm)	0.30
EPS next Y	0.37
EPS next Q	0.10
EPS this Y	-57.61%
EPS next Y	-5.13%
EPS next 5Y	-23.00%
EPS past 3/5Y	8.25% 14.72%
Sales past 3/5Y	4.38% 6.88%
EPS Y/Y TTM	-75.67%
Sales Y/Y TTM	-11.57%
EPS Q/Q	-5.33%
Sales Q/Q	1.44%
Earnings	Jul 28 AMC
EPS/Sales Surpr.	-10.00% -1.05%

Insider Own	24.71%
Insider Trans	9.81%
Inst Own	79.66%
Inst Trans	-3.28%
ROA	0.65%
ROE	1.64%
ROIC	0.67%
Gross Margin	31.27%
Oper. Margin	22.77%
Profit Margin	4.09%
SMA20	-1.16%
SMA50	-6.15%
SMA200	7.13%
Trades

Shs Outstand	61.40M
Shs Float	46.23M
Short Float	2.70%
Short Ratio	2.88
Short Interest	1.25M
52W High	25.97 -13.75%
52W Low	17.72 26.41%
Volatility	1.56% 1.77%
ATR (14)	0.40
RSI (14)	36.77
Beta	0.97
Rel Volume	1.30
Avg Volume	432.95K
Volume	562,946

Perf Week	-1.50%
Perf Month	-3.32%
Perf Quarter	-3.95%
Perf Half Y	12.56%
Perf YTD	18.33%
Perf Year	9.00%
Perf 3Y	3.99%
Perf 5Y	-43.78%
Perf 10Y	-49.69%
Recom	4.00
Target Price	24.00
Prev Close	22.41
Price	22.40
Change %	-0.04%

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

Jul-28-26 04:42PM	American Assets Trust: Q2 Earnings Snapshot (Associated Press)
04:15PM	American Assets Trust, Inc. Reports Second Quarter 2026 Financial Results (GlobeNewswire)
Jul-16-26 08:03AM	This Hot Income Stock Is Up 35% This Year, With A Robust Yield (Investor's Business Daily)
Jul-06-26 04:15PM	American Assets Trust, Inc. Announces Second Quarter 2026 Earnings Release Date and Conference Call Information (GlobeNewswire)
Jun-13-26 02:52PM	A powerful inflation storm is brewing - and your portfolio isn't ready (MarketWatch)
03:14AM	Loading…
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)
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	Loading…
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)
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	Loading…
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	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)

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	Sep 02 '26	Buy	22.50	96,636	2,174,310	2,413,658	Sep 02 04:32 PM
RADY ERNEST S	Executive Chairman	Sep 01 '26	Buy	22.40	50,000	1,120,000	9,115,846	Sep 02 04:32 PM
RADY ERNEST S	Executive Chairman	Aug 31 '26	Buy	22.33	20,000	446,600	9,065,846	Sep 02 04:32 PM
RADY ERNEST S	Executive Chairman	Aug 27 '26	Buy	22.56	50,000	1,128,000	2,317,022	Aug 28 04:15 PM
RADY ERNEST S	Executive Chairman	Aug 28 '26	Buy	22.52	50,000	1,126,000	9,045,846	Aug 28 04:15 PM
RADY ERNEST S	Executive Chairman	Aug 26 '26	Buy	22.89	50,000	1,144,500	8,995,846	Aug 26 04:54 PM
RADY ERNEST S	Executive Chairman	Aug 24 '26	Buy	22.74	29,729	676,037	8,945,846	Aug 26 04:54 PM
RADY ERNEST S	Executive Chairman	Aug 21 '26	Buy	22.75	50,000	1,137,500	8,916,117	Aug 21 04:27 PM
RADY ERNEST S	Executive Chairman	Aug 17 '26	Buy	22.55	50,000	1,127,500	8,852,531	Aug 19 04:18 PM
RADY ERNEST S	Executive Chairman	Aug 19 '26	Buy	22.77	10,000	227,700	8,866,117	Aug 19 04:18 PM
RADY ERNEST S	Executive Chairman	Aug 18 '26	Buy	22.69	3,586	81,366	8,856,117	Aug 19 04:18 PM
RADY ERNEST S	Executive Chairman	Aug 13 '26	Buy	22.86	100,000	2,286,000	8,752,531	Aug 14 04:20 PM
RADY ERNEST S	Executive Chairman	Aug 14 '26	Buy	22.79	50,000	1,139,500	8,802,531	Aug 14 04:20 PM
RADY ERNEST S	Executive Chairman	Aug 11 '26	Buy	22.52	100,000	2,252,000	8,652,531	Aug 12 04:17 PM
RADY ERNEST S	Executive Chairman	Aug 10 '26	Buy	22.45	93,243	2,093,305	8,552,531	Aug 12 04:17 PM
RADY ERNEST S	Executive Chairman	Aug 07 '26	Buy	22.82	32,763	747,652	8,459,288	Aug 07 04:19 PM
RADY ERNEST S	Executive Chairman	Aug 05 '26	Buy	23.04	3,000	69,120	107,859	Aug 07 04:19 PM
Tran Nina A	Affiliate	Jun 24 '26	Proposed Sale	24.44	12,149	296,938		Jun 24 04:10 PM
RADY ERNEST S	Executive Chairman	Jun 15 '26	Buy	24.21	10,000	242,100	8,426,525	Jun 15 04:58 PM
RADY ERNEST S	Executive Chairman	Jun 10 '26	Buy	24.64	10,000	246,400	8,398,525	Jun 12 04:32 PM
RADY ERNEST S	Executive Chairman	Jun 12 '26	Buy	24.63	10,000	246,300	8,416,525	Jun 12 04:32 PM
RADY ERNEST S	Executive Chairman	Jun 11 '26	Buy	24.62	10,000	246,200	8,406,525	Jun 12 04:32 PM
RADY ERNEST S	Executive Chairman	Jun 01 '26	Buy	23.40	10,000	234,000	8,388,525	Jun 03 04:16 PM
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

NPB

Northpointe Bancshares Inc

16.89

Sep 02 • 3:59 PM ET +0.30 (1.81%)

17.11

Aftermarket • 4:15 PM ET +0.22 (1.30%)

Financial Banks - Regional USA Small NYSE

NPB Northpointe Bancshares Inc daily Stock Chart

Peers: BOKF BPOP CBSH CFR FNB ONB SSB UMBF WBS ZION

| Held by: VTI AVUV IWM IWN FSMD VXF VTWO IWC BSVO SCHA

Index	RUT
Market Cap	584.08M
Enterprise Value	-
Income	81.52M
Sales	507.81M
Book/sh	17.69
Cash/sh	-
Dividend Est.	0.45 (2.66%)
Dividend TTM	0.10 (0.59%)
Dividend Ex-Date	Jul 15, 2026
Dividend Gr. 3/5Y	- -
Payout	3.55%
Employees	483
IPO	Feb 14, 2025

P/E	7.31
Forward P/E	6.16
PEG	-
P/S	1.15
P/B	0.95
P/C	-
P/FCF	5.74
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	0.11
Debt/Eq	2.67
LT Debt/Eq	1.97
Option/Short	No / Yes

EPS (ttm)	2.31
EPS next Y	2.74
EPS next Q	0.62
EPS this Y	17.22%
EPS next Y	10.92%
EPS next 5Y	-
EPS past 3/5Y	74.83% -
Sales past 3/5Y	13.12% -
EPS Y/Y TTM	31.99%
Sales Y/Y TTM	19.65%
EPS Q/Q	17.33%
Sales Q/Q	11.72%
Earnings	Jul 21 AMC
EPS/Sales Surpr.	-11.33% -3.29%

Insider Own	50.28%
Insider Trans	0.73%
Inst Own	64.78%
Inst Trans	-2.07%
ROA	1.28%
ROE	14.76%
ROIC	4.94%
Gross Margin	-
Oper. Margin	23.52%
Profit Margin	16.05%
SMA20	-1.35%
SMA50	-4.97%
SMA200	-4.14%
Trades

Shs Outstand	34.58M
Shs Float	17.19M
Short Float	3.52%
Short Ratio	3.13
Short Interest	0.61M
52W High	19.71 -14.31%
52W Low	15.42 9.53%
Volatility	2.38% 2.37%
ATR (14)	0.44
RSI (14)	42.87
Beta	0.07
Rel Volume	1.20
Avg Volume	193.17K
Volume	232,717

Perf Week	0.00%
Perf Month	-3.15%
Perf Quarter	0.24%
Perf Half Y	-8.46%
Perf YTD	0.66%
Perf Year	-6.17%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.67
Target Price	20.38
Prev Close	16.59
Price	16.89
Change %	1.81%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-22-26	Resumed	Brean Capital	Neutral	$20.25
Aug-28-25	Initiated	Janney	Neutral	$19.25
Mar-11-25	Initiated	Piper Sandler	Overweight	$16.50
Mar-11-25	Initiated	Keefe Bruyette	Outperform	$18

Aug-28-26 10:13AM	Northpointe Bancshares, Inc. Strengthens Leadership Team with Appointment of Joseph (JB) Long as Chief Operating Officer and Chief Credit Officer (Business Wire)
Aug-06-26 04:55PM	Northpointe Bank Earns National Recognition Across Leadership, Lending, and Workplace Excellence (Business Wire)
Jul-22-26 05:02PM	Northpointe Bancshares Inc (NPB) Q2 2026 Earnings Call Highlights: Strong EPS Growth Amid ... (GuruFocus.com) -9.67%
08:30AM	Northpointe Bancshares, Inc. Q2 2026 Earnings Call Summary (Moby)
Jul-21-26 05:00PM	Northpointe Bancshares, Inc. Reports Second Quarter 2026 Results (Business Wire)
04:15PM	Loading…
Jul-06-26 04:15PM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Jun-22-26 04:45PM	Northpointe Bancshares, Inc. Announces Date of Second Quarter 2026 Earnings Release and Conference Call (Business Wire)
May-20-26 02:30PM	Northpointe Bank Celebrates Industry Recognition, National Rankings, and One-Year IPO Milestone (Business Wire)
Apr-23-26 03:05AM	Northpointe Bancshares Inc (NPB) Q1 2026 Earnings Call Highlights: Strong Growth in MPP and ... (GuruFocus.com)
Apr-22-26 08:30AM	Northpointe Bancshares, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-21-26 05:00PM	Northpointe Bancshares, Inc. Reports First Quarter 2026 Results (Business Wire)
Apr-08-26 04:20PM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Mar-23-26 05:00PM	Northpointe Bancshares, Inc. Announces Date of First Quarter 2026 Earnings Release and Conference Call (Business Wire)
Feb-27-26 09:20AM	Northpointe Bancshares, Inc. Announces Appointment of Rodney E. Hood to its Board of Directors (Business Wire)
Jan-21-26 04:02PM	Northpointe Bancshares Inc (NPB) Q4 2025 Earnings Call Highlights: Strong Asset Growth and ... (GuruFocus.com)
12:14PM	Loading…
12:14PM	Northpointe Bancshares Q4 Earnings Call Highlights (MarketBeat)
Jan-20-26 05:00PM	Northpointe Bancshares, Inc. Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
Jan-09-26 09:37AM	Waterstone Financial Rises 22% in 6 Months: Should You Buy the Stock? (Zacks)
Jan-06-26 04:15PM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Dec-19-25 02:00PM	Northpointe Bancshares, Inc. Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call (Business Wire)
Dec-09-25 04:30PM	Northpointe Bancshares, Inc. Announces Completion of $70 Million Subordinated Notes Offering (Business Wire)
Dec-03-25 09:56AM	Zacks Industry Outlook Highlights Northpointe Bancshares, West Bancorporation and Citizens Community Bancorp (Zacks)
Dec-01-25 12:21PM	3 Savings & Loan Industry Stocks to Buy on Solid Industry Prospects (Zacks)
Oct-23-25 01:00PM	Northpointe Bancshares Inc (NPB) Q3 2025 Earnings Call Highlights: Strong Financial Performance ... (GuruFocus.com)
Oct-21-25 05:00PM	Northpointe Bancshares, Inc. Reports Third Quarter 2025 Results (Business Wire)
09:31AM	Northpointe Bancshares Inc (NPB) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-20-25 09:22AM	Northpointe Bancshares Inc (NPB) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-06-25 04:15PM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Sep-26-25 12:30AM	Florida Lender Hires Bankers to Target Going Public in Rare Bank IPO (Barrons.com)
Sep-08-25 03:00PM	Northpointe Bank Welcomes Industry Veteran David Bergstrom as Regional Vice President (Business Wire)
09:30AM	Loading…
Sep-06-25 09:30AM	2 Stocks to Buy Before the Federal Reserve Cuts Interest Rates (Motley Fool)
Aug-11-25 04:15PM	Northpointe Bancshares, Inc. Announces Appointment of Three New Board Members (Business Wire)
Jul-22-25 05:00PM	Northpointe Bancshares, Inc. Reports Second Quarter 2025 Results (Business Wire)
Jul-07-25 04:19PM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Jun-20-25 10:00AM	Northpointe Bancshares, Inc. Announces Date of Second Quarter 2025 Earnings Release and Conference Call (Business Wire)
Jun-11-25 05:34AM	2 Top Stocks to Buy in June: A Global Giant and a Stock You've Probably Never Heard Of (Motley Fool)
May-19-25 08:55AM	NYSE Content Advisory: Pre-Market update (PR Newswire)
Apr-22-25 05:00PM	Northpointe Bancshares, Inc. Reports First Quarter 2025 Results (Business Wire) +5.08%
Apr-14-25 08:30AM	Northpointe Welcomes Patrick Collins as Senior Vice President of Mortgage Warehouse Lending (Business Wire)
Apr-08-25 10:00AM	Northpointe Bancshares, Inc. Declares Quarterly Cash Dividend on Common Stock (Business Wire)
Mar-21-25 10:01AM	Northpointe Bancshares, Inc. Announces Date of First Quarter 2025 Earnings Release and Conference Call (Business Wire)
Feb-13-25 09:20PM	Northpointe Bancshares, Inc. (Northpointe), Announced Today the Pricing of Its Initial Public Offering (Business Wire)

Northpointe Bancshares, Inc. operates as a bank holding company. It offers a nationwide mortgage purchase program, residential mortgage loans, digital deposit banking to retail customers and custodial deposit services. The company was founded by Charles A. Williams in 1998 and is headquartered in Grand Rapids, MI.

FounderMr. Charles A. Williams

President & SecretaryMr. Kevin J. Comps

President of Mortgage Purchase ProgramMr. David J. Christel

Executive VP & CFOMr. Bradley T. Howes

Senior VPMr. Gary Dykstra

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Williams Charles Alan	CHAIRMAN & CEO	Sep 01 '26	Buy	16.74	85,000	1,422,926	2,475,962	Sep 02 04:01 PM
Williams Charles Alan	CHAIRMAN & CEO	Aug 26 '26	Buy	16.95	48,312	818,681	2,390,962	Aug 26 05:44 PM
Williams Charles Alan	CHAIRMAN & CEO	Aug 25 '26	Buy	16.95	30,000	508,425	2,342,650	Aug 26 05:44 PM
Hooker David Stevens	Director	Aug 14 '26	Sale	17.50	772	13,514	10,000	Aug 17 04:52 PM
Hooker David Stevens	Director	Aug 14 '26	Proposed Sale	17.51	52	910		Aug 14 05:12 PM
Hooker David Stevens	Director	Aug 14 '26	Proposed Sale	17.50	720	12,603		Aug 14 04:57 PM
Hooker David Stevens	Director	Aug 13 '26	Sale	17.53	363	6,364	10,052	Aug 14 04:01 PM
Hooker David Stevens	Director	Aug 13 '26	Proposed Sale	17.53	24	421		Aug 13 07:15 PM
Hooker David Stevens	Director	Aug 13 '26	Proposed Sale	17.53	339	5,943		Aug 13 06:55 PM
Hooker David Stevens	Director	Aug 03 '26	Sale	17.59	3,209	56,457	10,286	Aug 05 04:11 PM
Hooker David Stevens	Director	Aug 04 '26	Sale	17.57	3,156	55,462	10,076	Aug 05 04:11 PM
Hooker David Stevens	Director	Aug 04 '26	Proposed Sale	17.57	210	3,690		Aug 04 06:01 PM
Hooker David Stevens	Director	Aug 04 '26	Proposed Sale	17.57	2,946	51,771		Aug 04 05:39 PM
Hooker David Stevens	Director	Aug 03 '26	Proposed Sale	17.59	214	3,765		Aug 03 05:34 PM
Hooker David Stevens	Director	Aug 03 '26	Proposed Sale	17.59	2,995	52,692		Aug 03 05:17 PM
Hooker David Stevens	Director	Jul 01 '26	Sale	19.30	7,500	144,723	10,500	Jul 02 04:56 PM
Hooker David Stevens	Director	Jul 01 '26	Proposed Sale	19.30	500	9,648		Jul 01 05:02 PM
Hooker David Stevens	Director	Jul 01 '26	Proposed Sale	19.30	7,000	135,075		Jul 01 04:52 PM
Hooker David Stevens	Director	Jun 09 '26	Sale	17.70	2,351	41,610	11,000	Jun 12 05:04 PM
Hooker David Stevens	Director	Jun 08 '26	Sale	17.52	739	12,947	11,157	Jun 12 05:04 PM
Hooker David Stevens	Director	Jun 05 '26	Sale	17.52	285	4,994	11,174	Jun 12 05:04 PM
Hooker David Stevens	Director	Jun 09 '26	Proposed Sale	17.70	157	2,779		Jun 09 06:58 PM
Hooker David Stevens	Director	Jun 09 '26	Proposed Sale	17.70	2,194	38,832		Jun 09 06:47 PM
Hooker David Stevens	Director	Jun 08 '26	Proposed Sale	17.52	51	894		Jun 08 05:41 PM
Hooker David Stevens	Director	Jun 08 '26	Proposed Sale	17.52	722	12,649		Jun 08 05:34 PM
Hooker David Stevens	Director	Jun 05 '26	Proposed Sale	17.52	234	4,101		Jun 08 04:44 PM
Hooker David Stevens	Director	Jun 05 '26	Proposed Sale	17.53	17	298		Jun 08 10:12 AM
Hooker David Stevens	Director	Jun 02 '26	Sale	17.50	4,125	72,207	11,225	Jun 04 07:44 AM
Hooker David Stevens	Director	Jun 02 '26	Proposed Sale	17.51	275	4,814		Jun 02 05:43 PM
Hooker David Stevens	Director	Jun 02 '26	Proposed Sale	17.50	3,850	67,393		Jun 02 05:29 PM
Williams Charles Alan	CHAIRMAN & CEO	May 13 '26	Buy	17.08	25,000	427,030	2,312,650	May 14 04:23 PM
Williams Charles Alan	CHAIRMAN & CEO	May 12 '26	Buy	17.21	25,000	430,250	2,287,650	May 13 04:22 PM
Hooker David Stevens	Director	May 01 '26	Sale	17.82	7,500	133,652	11,500	May 04 04:04 PM
Hooker David Stevens	Director	May 01 '26	Proposed Sale	17.82	7,000	124,741		May 04 03:58 PM
Hooker David Stevens	Director	May 01 '26	Proposed Sale	17.82	500	8,910		May 04 02:25 PM
Howes Brad T	EVP, CHIEF FINANCIAL OFFICER	Apr 01 '26	Option Exercise	0.00	7,000	0	13,133	Apr 02 04:10 PM
Christel David J	PRES, MORTGAGE PURCH PROGRAM	Apr 01 '26	Option Exercise	0.00	9,333	0	211,429	Apr 02 04:10 PM
Comps Kevin J	PRESIDENT & SECRETARY	Apr 01 '26	Option Exercise	0.00	9,333	0	55,285	Apr 02 04:09 PM
Butler Amy M	EVP, NATIONAL SALES	Apr 01 '26	Option Exercise	0.00	7,000	0	7,000	Apr 02 04:09 PM
Williams Charles Alan	CHAIRMAN & CEO	Apr 01 '26	Option Exercise	0.00	58,893	0	113,789	Apr 02 04:09 PM
Dean Richard Jeffery	Director	Mar 09 '26	Sale	17.55	57,619	1,011,213	557,171	Mar 10 04:01 PM
Dean Richard Jeffery	Director	Mar 09 '26	Proposed Sale	17.55	57,619	1,011,265		Mar 09 05:01 PM
Lawrence David F.	Director	Mar 03 '26	Buy	18.18	500	9,092	1,000	Mar 04 04:21 PM
Williams Charles Alan	CHAIRMAN & CEO	Feb 12 '26	Buy	16.88	23,450	395,888	54,896	Feb 13 04:55 PM
Williams Charles Alan	CHAIRMAN & CEO	Feb 11 '26	Buy	16.90	14,205	240,064	31,446	Feb 13 04:55 PM
Butler Amy M	EVP, NATIONAL SALES	Jan 27 '26	Sale	18.02	9,911	178,582	6,365	Jan 29 05:33 PM
Butler Amy M	EVP, NATIONAL SALES	Jan 29 '26	Sale	17.50	6,365	111,388	0	Jan 29 05:33 PM
Butler Amy M	EVP, NATIONAL SALES	Dec 19 '25	Option Exercise	0.00	23,097	0	23,097	Dec 22 04:19 PM
Christel David J	PRES, MORTGAGE PURCH PROGRAM	Dec 19 '25	Option Exercise	0.00	85,897	0	235,897	Dec 22 04:19 PM
Comps Kevin J	PRESIDENT & SECRETARY	Dec 19 '25	Option Exercise	0.00	79,697	0	80,697	Dec 22 04:18 PM
Howes Brad T	EVP, CHIEF FINANCIAL OFFICER	Dec 19 '25	Option Exercise	0.00	8,590	0	8,590	Dec 22 04:18 PM
Lawrence David F.	Director	Oct 24 '25	Buy	16.58	500	8,290	500	Oct 29 04:45 PM
Hooker David Stevens	Director	Sep 12 '25	Sale	18.21	65,161	1,186,582	834,879	Sep 19 03:31 PM

Open in Screener

VST

Vistra Corp

143.46

Sep 02 • 3:59 PM ET +5.38 (3.90%)

143.79

Aftermarket • 6:58 PM ET +0.33 (0.23%)

Utilities Utilities - Independent Power Producers USA Large NYSE

Peers: CEG NRG TLN AES NEE DUK AEP SO D EXC

| Held by: VTI VOO VO XLU IVV SPY VTV VOT VPU IWP

Index	S&P 500
Market Cap	48.15B
Enterprise Value	70.06B
Income	2.03B
Sales	17.60B
Book/sh	8.95
Cash/sh	1.42
Dividend Est.	1.00 (0.70%)
Dividend TTM	0.91 (0.63%)
Dividend Ex-Date	Sep 21, 2026
Dividend Gr. 3/5Y	7.72% 10.76%
Payout	41.44%
Employees	6390
IPO	Oct 04, 2016

P/E	24.22
Forward P/E	14.04
PEG	0.18
P/S	2.74
P/B	16.03
P/C	101.16
P/FCF	21.35
EV/EBITDA	15.01
EV/Sales	3.98
Quick Ratio	0.87
Current Ratio	0.97
Debt/Eq	3.63
LT Debt/Eq	3.23
Option/Short	Yes / Yes

EPS (ttm)	5.92
EPS next Y	10.22
EPS next Q	2.58
EPS this Y	294.94%
EPS next Y	18.66%
EPS next 5Y	76.81%
EPS past 3/5Y	- 10.93%
Sales past 3/5Y	-1.64% 8.94%
EPS Y/Y TTM	-6.51%
Sales Y/Y TTM	-20.55%
EPS Q/Q	-7.82%
Sales Q/Q	27.96%
Earnings	Aug 07 BMO
EPS/Sales Surpr.	-52.75% -26.49%

Insider Own	0.96%
Insider Trans	-1.77%
Inst Own	92.55%
Inst Trans	0.69%
ROA	5.50%
ROE	43.07%
ROIC	9.56%
Gross Margin	20.18%
Oper. Margin	10.73%
Profit Margin	11.52%
SMA20	1.53%
SMA50	-4.60%
SMA200	-9.23%
Trades

Shs Outstand	335.96M
Shs Float	332.41M
Short Float	2.90%
Short Ratio	2.21
Short Interest	9.64M
52W High	219.82 -34.74%
52W Low	132.66 8.14%
Volatility	2.91% 3.40%
ATR (14)	5.34
RSI (14)	49.86
Beta	1.38
Rel Volume	1.09
Avg Volume	4.35M
Volume	4,759,681

Perf Week	2.45%
Perf Month	0.16%
Perf Quarter	-6.72%
Perf Half Y	-12.18%
Perf YTD	-11.08%
Perf Year	-22.79%
Perf 3Y	351.27%
Perf 5Y	644.09%
Perf 10Y	-
Recom	1.32
Target Price	220.83
Prev Close	138.08
Price	143.46
Change %	3.90%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-24-26	Initiated	Mizuho	Outperform	$169
Jun-17-26	Initiated	Bernstein	Outperform	$187
Feb-10-26	Upgrade	Jefferies	Hold → Buy	$203
Feb-06-26	Upgrade	Goldman	Neutral → Buy	$205
Nov-25-25	Initiated	KeyBanc Capital Markets	Overweight	$217
Oct-28-25	Initiated	Wells Fargo	Overweight	$238
Oct-16-25	Initiated	TD Cowen	Buy	$250
Sep-23-25	Downgrade	Jefferies	Buy → Hold	$230
Sep-22-25	Initiated	Scotiabank	Sector Outperform	$256
Sep-17-25	Upgrade	Daiwa Securities	Neutral → Buy	$250
Aug-20-25	Initiated	Melius	Buy	$295
Jun-13-25	Initiated	Raymond James	Strong Buy	$216
Apr-04-25	Initiated	Goldman	Neutral	$134
Mar-05-25	Initiated	Daiwa Securities	Neutral	$120
Mar-04-25	Upgrade	BofA Securities	Neutral → Buy	$164 → $152
Jan-27-25	Resumed	BofA Securities	Neutral	$206
Jan-21-25	Resumed	Evercore ISI	Outperform	$202
Oct-17-24	Initiated	JP Morgan	Overweight	$178
Oct-14-24	Initiated	Exane BNP Paribas	Outperform	$231
Sep-13-24	Initiated	Jefferies	Buy	$99

Show Previous Ratings

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07:08AM	Utilities: The Unexpected AI Infrastructure Trade (MarketBeat)
Mar-01-26 01:08AM	Vistra Q4 Earnings Call Highlights (MarketBeat)
Feb-28-26 09:00PM	Vistra (VST) Price Target Trimmed Despite Strong Earnings Performance (Insider Monkey)
10:05AM	Vistra Corp. (VST): A Bull Case Theory (Insider Monkey)
Feb-27-26 12:00PM	Here's What Key Metrics Tell Us About Vistra (VST) Q4 Earnings (Zacks)
11:49AM	VST vs. NRG: Which Utility Stock Deserves a Spot in Your Portfolio? (Zacks)
Feb-26-26 08:09PM	Vistra Corp. Q4 2025 Earnings Call Summary (Moby)
04:10PM	Analyst Report: Vistra Corp. (Morningstar Research)
04:01PM	Vistra Corp (VST) Q4 2025 Earnings Call Highlights: Record Financial Performance and Strategic ... (GuruFocus.com)
12:28PM	Nvidia Slumps Over 4%, Wall Street's Fear Gauge Rallies: What's Moving Markets Thursday? (Benzinga)
12:22PM	Vistras 2026 Guidance Reinforces Its Multi-Year Growth Path (24/7 Wall St.)
07:45AM	Vistra reports weaker quarterly earnings, offers 2026 outlook (Investing.com)
07:00AM	Vistra Reports Fourth Quarter and Full-Year 2025 Results (PR Newswire)
06:30AM	Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus (Barchart)
06:11AM	US stock futures waver as Nvidia's blockbuster results draw muted response (Reuters)
05:32AM	Dell, Zscaler and CoreWeave among highlights of Thursday's earnings slate (MarketWatch)

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

PresidentMr. James A. Burke CPA

Executive VP & CFOMr. Kristopher E. Moldovan

Executive VPMs. Stephanie Zapata Moore

Chief Strategy and Sustainability Officer & Executive VP of Public AffairsMs. Stacey H. Dore J.D.

Executive VP & President of RetailMr. Scott A. Hudson

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BURKE JAMES A	President and CEO	Sep 01 '26	Buy	135.25	4,465	603,891	1,146,352	Sep 02 09:38 AM
BURKE JAMES A	President and CEO	Aug 31 '26	Buy	135.99	2,200	299,178	1,141,887	Sep 02 09:38 AM
BURKE JAMES A	President and CEO	Aug 24 '26	Buy	135.00	2,000	270,000	1,139,687	Aug 24 04:03 PM
SULT JOHN R	Director	Jun 18 '26	Sale	170.00	6,500	1,105,000	70,714	Jun 23 04:24 PM
Acosta Arcilia	Director	Jun 18 '26	Sale	167.52	15,000	2,512,800	32,607	Jun 23 04:23 PM
HELM SCOTT B	Director	Jun 16 '26	Sale	160.00	25,000	4,000,000	232,200	Jun 18 04:38 PM
JOHN R. SULT	Director	Jun 18 '26	Proposed Sale	158.83	6,500	1,032,395		Jun 18 04:27 PM
Acosta Arcilia	Director	Jun 18 '26	Proposed Sale	167.52	15,000	2,512,788		Jun 18 12:46 PM
BARBAS PAUL M	Director	Jun 15 '26	Sale	153.00	244	37,332	53,006	Jun 16 04:42 PM
BARBAS PAUL M	Director	Jun 12 '26	Sale	147.93	244	36,095	53,250	Jun 16 04:42 PM
HELM SCOTT B	Director	Jun 16 '26	Proposed Sale	160.00	25,000	4,000,000		Jun 16 12:08 PM
BARBAS PAUL M	Director	Jun 15 '26	Proposed Sale	153.00	244	37,332		Jun 15 12:43 PM
BARBAS PAUL M	Director	Jun 12 '26	Proposed Sale	147.93	244	36,095		Jun 12 10:29 AM
Montemayor Margaret	SVP, Chief Accounting Officer	Jun 02 '26	Sale	160.00	4,600	736,000	9,760	Jun 04 04:15 PM
Montemayor Margaret	Officer	Jun 02 '26	Proposed Sale	160.00	4,600	736,000		Jun 02 01:56 PM
Montemayor Margaret	SVP, Chief Accounting Officer	May 27 '26	Sale	164.96	5,000	824,800	14,360	May 29 07:55 PM
Montemayor Margaret	Officer	May 27 '26	Proposed Sale	164.96	5,000	824,800		May 27 11:48 AM
Moore Stephanie Zapata	EVP and General Counsel	Mar 09 '26	Sale	160.31	10,000	1,603,100	114,409	Mar 12 06:02 AM
Stephanie Z Moore	Officer	Mar 09 '26	Proposed Sale	163.62	10,000	1,636,200		Mar 09 05:04 PM
Kirby Carrie Lee	Officer	Mar 03 '26	Proposed Sale	154.68	60,000	9,280,920		Mar 03 02:01 PM
BURKE JAMES A	President and CEO	Dec 12 '25	Option Exercise	14.03	27,749	389,318	298,002	Dec 15 09:27 PM
BURKE JAMES A	President and CEO	Dec 11 '25	Option Exercise	14.03	22,251	312,182	320,249	Dec 15 09:27 PM
BURKE JAMES A	President and CEO	Dec 11 '25	Sale	162.05	22,251	3,605,775	297,998	Dec 15 09:27 PM
BURKE JAMES A	Officer	Dec 11 '25	Proposed Sale	162.05	22,251	3,605,775		Dec 11 11:13 AM
Moore Stephanie Zapata	EVP and General Counsel	Nov 24 '25	Sale	173.35	8,219	1,424,764	79,854	Nov 26 06:46 PM
Moore Stephanie Zapata	Officer	Nov 24 '25	Proposed Sale	173.35	8,219	1,424,764		Nov 24 03:29 PM
HUDSON SCOTT A	EVP & President Vistra Retail	Nov 14 '25	Option Exercise	19.68	56,000	1,102,080	362,600	Nov 18 08:52 PM
HUDSON SCOTT A	EVP & President Vistra Retail	Nov 14 '25	Sale	168.86	56,000	9,456,160	306,600	Nov 18 08:52 PM
Kirby Carrie Lee	EVP and Chief Admin. Officer	Nov 14 '25	Option Exercise	22.98	58,275	1,339,160	276,514	Nov 18 07:06 PM
Kirby Carrie Lee	EVP and Chief Admin. Officer	Nov 14 '25	Sale	174.75	58,275	10,183,556	218,239	Nov 18 07:06 PM
Kirby Carrie Lee	Officer	Nov 14 '25	Proposed Sale	174.75	58,275	10,183,699		Nov 14 02:47 PM
HUDSON SCOTT A	Officer	Nov 14 '25	Proposed Sale	168.86	56,000	9,456,320		Nov 14 11:19 AM
BURKE JAMES A	President and CEO	Nov 12 '25	Option Exercise	14.03	28,065	393,752	299,139	Nov 13 08:16 PM
BURKE JAMES A	President and CEO	Nov 11 '25	Option Exercise	14.03	21,935	307,748	293,009	Nov 13 08:16 PM
BURKE JAMES A	President and CEO	Nov 11 '25	Sale	186.53	21,935	4,091,536	271,074	Nov 13 08:16 PM
BURKE JAMES A	Officer	Nov 11 '25	Proposed Sale	186.53	21,935	4,091,536		Nov 12 06:34 AM
BURKE JAMES A	President and CEO	Oct 29 '25	Option Exercise	19.68	9,641	189,735	308,608	Oct 31 05:30 PM
BURKE JAMES A	President and CEO	Oct 29 '25	Sale	192.30	9,641	1,853,964	298,967	Oct 31 05:30 PM
BURKE JAMES A	President and CEO	Oct 27 '25	Option Exercise	19.68	22,011	433,176	319,440	Oct 29 07:06 PM
BURKE JAMES A	President and CEO	Oct 27 '25	Sale	203.64	20,473	4,169,122	298,967	Oct 29 07:06 PM
BURKE JAMES A	Officer	Oct 29 '25	Proposed Sale	192.30	9,641	1,853,964		Oct 29 10:03 AM
BURKE JAMES A	President and CEO	Oct 23 '25	Option Exercise	19.68	22,000	432,960	314,642	Oct 27 07:20 PM
BURKE JAMES A	President and CEO	Oct 24 '25	Option Exercise	19.68	22,000	432,960	317,029	Oct 27 07:20 PM
BURKE JAMES A	President and CEO	Oct 24 '25	Sale	196.46	19,600	3,850,616	297,429	Oct 27 07:20 PM
BURKE JAMES A	President and CEO	Oct 23 '25	Sale	187.12	19,613	3,670,018	295,029	Oct 27 07:20 PM
BURKE JAMES A	Officer	Oct 27 '25	Proposed Sale	203.64	20,473	4,169,040		Oct 27 10:32 AM
BURKE JAMES A	Officer	Oct 24 '25	Proposed Sale	196.46	19,600	3,850,663		Oct 24 10:31 AM
BURKE JAMES A	President and CEO	Oct 22 '25	Option Exercise	19.68	22,000	432,960	312,254	Oct 23 05:11 PM
BURKE JAMES A	President and CEO	Oct 21 '25	Option Exercise	19.68	4,400	86,592	292,259	Oct 23 05:11 PM
BURKE JAMES A	President and CEO	Oct 22 '25	Sale	188.30	19,612	3,692,940	292,642	Oct 23 05:11 PM
BURKE JAMES A	President and CEO	Oct 21 '25	Sale	193.15	2,005	387,266	290,254	Oct 23 05:11 PM
BURKE JAMES A	Officer	Oct 23 '25	Proposed Sale	187.12	19,613	3,670,018		Oct 23 10:37 AM
BURKE JAMES A	Officer	Oct 22 '25	Proposed Sale	188.30	19,612	3,692,945		Oct 22 10:30 AM
BURKE JAMES A	President and CEO	Oct 17 '25	Option Exercise	19.68	24,000	472,320	306,597	Oct 21 04:54 PM
BURKE JAMES A	President and CEO	Oct 20 '25	Option Exercise	19.68	24,000	472,320	309,230	Oct 21 04:54 PM
BURKE JAMES A	President and CEO	Oct 17 '25	Sale	207.66	21,367	4,437,071	285,230	Oct 21 04:54 PM
BURKE JAMES A	President and CEO	Oct 20 '25	Sale	204.57	21,371	4,371,865	287,859	Oct 21 04:54 PM
BURKE JAMES A	Officer	Oct 21 '25	Proposed Sale	193.15	2,005	387,266		Oct 21 10:32 AM
BURKE JAMES A	Officer	Oct 20 '25	Proposed Sale	204.57	21,371	4,371,779		Oct 20 10:20 AM
BURKE JAMES A	President and CEO	Oct 15 '25	Option Exercise	19.68	24,000	472,320	301,315	Oct 17 08:39 PM
BURKE JAMES A	President and CEO	Oct 16 '25	Option Exercise	19.68	24,000	472,320	303,952	Oct 17 08:39 PM
BURKE JAMES A	President and CEO	Oct 16 '25	Sale	215.21	21,355	4,595,882	282,597	Oct 17 08:39 PM
BURKE JAMES A	President and CEO	Oct 15 '25	Sale	209.34	21,363	4,472,130	279,952	Oct 17 08:39 PM
BURKE JAMES A	Officer	Oct 17 '25	Proposed Sale	207.66	21,367	4,437,068		Oct 17 09:54 AM
BURKE JAMES A	Officer	Oct 16 '25	Proposed Sale	215.21	21,355	4,595,886		Oct 16 10:24 AM
BURKE JAMES A	President and CEO	Oct 14 '25	Option Exercise	16.63	52,163	867,447	298,685	Oct 15 09:43 PM
BURKE JAMES A	President and CEO	Oct 13 '25	Option Exercise	16.87	43,837	739,333	315,841	Oct 15 09:43 PM
BURKE JAMES A	President and CEO	Oct 10 '25	Option Exercise	19.68	24,000	472,320	293,368	Oct 15 09:43 PM
BURKE JAMES A	President and CEO	Oct 13 '25	Sale	201.32	41,426	8,339,891	246,522	Oct 15 09:43 PM
BURKE JAMES A	President and CEO	Oct 10 '25	Sale	209.63	21,364	4,478,586	272,004	Oct 15 09:43 PM
BURKE JAMES A	President and CEO	Oct 14 '25	Sale	205.58	21,370	4,393,342	277,315	Oct 15 09:43 PM
BURKE JAMES A	Officer	Oct 15 '25	Proposed Sale	209.34	21,363	4,472,093		Oct 15 10:05 AM
BURKE JAMES A	Officer	Oct 14 '25	Proposed Sale	205.58	21,370	4,393,341		Oct 14 10:13 AM
BURKE JAMES A	Officer	Oct 13 '25	Proposed Sale	201.32	41,426	8,339,881		Oct 14 07:26 AM
BURKE JAMES A	President and CEO	Oct 09 '25	Option Exercise	19.68	24,000	472,320	290,733	Oct 10 05:56 PM
BURKE JAMES A	President and CEO	Oct 08 '25	Option Exercise	19.68	22,000	432,960	286,329	Oct 10 05:56 PM
BURKE JAMES A	President and CEO	Oct 09 '25	Sale	207.55	21,365	4,434,306	269,368	Oct 10 05:56 PM
BURKE JAMES A	President and CEO	Oct 08 '25	Sale	201.43	19,596	3,947,267	266,733	Oct 10 05:56 PM
BURKE JAMES A	Officer	Oct 10 '25	Proposed Sale	209.63	21,364	4,478,586		Oct 10 11:51 AM
BURKE JAMES A	Officer	Oct 09 '25	Proposed Sale	207.55	21,365	4,434,403		Oct 09 10:06 AM
BURKE JAMES A	President and CEO	Oct 06 '25	Option Exercise	19.68	24,000	472,320	283,073	Oct 08 08:52 PM
BURKE JAMES A	President and CEO	Oct 07 '25	Option Exercise	19.68	24,000	472,320	285,705	Oct 08 08:52 PM
BURKE JAMES A	President and CEO	Oct 06 '25	Sale	206.94	21,368	4,421,894	261,705	Oct 08 08:52 PM
BURKE JAMES A	President and CEO	Oct 07 '25	Sale	201.49	21,376	4,307,050	264,329	Oct 08 08:52 PM
BURKE JAMES A	Officer	Oct 08 '25	Proposed Sale	201.43	19,596	3,947,261		Oct 08 10:08 AM
BURKE JAMES A	Officer	Oct 07 '25	Proposed Sale	201.49	21,376	4,307,029		Oct 07 10:15 AM
BURKE JAMES A	President and CEO	Oct 03 '25	Option Exercise	19.68	24,000	472,320	280,444	Oct 06 08:53 PM
BURKE JAMES A	President and CEO	Oct 02 '25	Option Exercise	19.68	24,000	472,320	277,815	Oct 06 08:53 PM
BURKE JAMES A	President and CEO	Oct 03 '25	Sale	204.82	21,371	4,377,289	259,073	Oct 06 08:53 PM
BURKE JAMES A	President and CEO	Oct 02 '25	Sale	204.06	21,371	4,360,966	256,444	Oct 06 08:53 PM
BURKE JAMES A	Officer	Oct 06 '25	Proposed Sale	206.94	21,368	4,421,912		Oct 06 10:26 AM
BURKE JAMES A	Officer	Oct 03 '25	Proposed Sale	204.82	21,371	4,377,261		Oct 03 11:29 AM
BURKE JAMES A	President and CEO	Sep 30 '25	Option Exercise	19.68	22,000	432,960	271,016	Oct 02 04:39 PM
BURKE JAMES A	President and CEO	Oct 01 '25	Option Exercise	19.68	22,000	432,960	273,420	Oct 02 04:39 PM
BURKE JAMES A	President and CEO	Sep 30 '25	Sale	199.30	19,596	3,905,483	251,420	Oct 02 04:39 PM
BURKE JAMES A	President and CEO	Oct 01 '25	Sale	194.78	19,605	3,818,704	253,815	Oct 02 04:39 PM
BURKE JAMES A	Officer	Oct 02 '25	Proposed Sale	204.06	21,371	4,361,026		Oct 02 02:10 PM
BURKE JAMES A	Officer	Oct 01 '25	Proposed Sale	194.78	19,605	3,818,706		Oct 01 12:20 PM
BURKE JAMES A	President and CEO	Sep 26 '25	Option Exercise	19.68	24,000	472,320	267,770	Sep 30 09:00 PM
BURKE JAMES A	President and CEO	Sep 29 '25	Option Exercise	19.68	24,000	472,320	270,394	Sep 30 09:00 PM

Open in Screener

CAVA

Cava Group Inc

61.79

Sep 02 • 3:59 PM ET +0.71 (1.16%)

62.10

Aftermarket • 6:57 PM ET +0.31 (0.50%)

Consumer Cyclical Restaurants USA Mid NYSE

Peers: CMG WING TXRH SHAK CAKE DPZ EAT DRI BLMN YUM

| Held by: IJH VTI VB VBK VXF MDY IWP SPMD IWR IWF

Index	-
Market Cap	7.22B
Enterprise Value	7.30B
Income	66.25M
Sales	1.37B
Book/sh	7.20
Cash/sh	3.73
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	13480
IPO	Jun 15, 2023

P/E	110.34
Forward P/E	83.18
PEG	3.45
P/S	5.25
P/B	8.58
P/C	16.57
P/FCF	48.43
EV/EBITDA	39.89
EV/Sales	5.32
Quick Ratio	2.43
Current Ratio	2.48
Debt/Eq	0.62
LT Debt/Eq	0.55
Option/Short	Yes / Yes

EPS (ttm)	0.56
EPS next Y	0.74
EPS next Q	0.12
EPS this Y	0.99%
EPS next Y	36.22%
EPS next 5Y	24.11%
EPS past 3/5Y	- -
Sales past 3/5Y	27.88% 23.93%
EPS Y/Y TTM	-53.45%
Sales Y/Y TTM	26.79%
EPS Q/Q	25.26%
Sales Q/Q	31.30%
Earnings	Aug 11 AMC
EPS/Sales Surpr.	3.49% 2.32%

Insider Own	11.73%
Insider Trans	-18.43%
Inst Own	84.74%
Inst Trans	-4.41%
ROA	4.75%
ROE	8.32%
ROIC	5.07%
Gross Margin	18.63%
Oper. Margin	7.32%
Profit Margin	4.82%
SMA20	-8.53%
SMA50	-10.48%
SMA200	-14.04%
Trades

Shs Outstand	116.80M
Shs Float	103.11M
Short Float	12.35%
Short Ratio	3.95
Short Interest	12.73M
52W High	98.79 -37.45%
52W Low	43.41 42.34%
Volatility	4.12% 4.48%
ATR (14)	3.27
RSI (14)	38.50
Beta	1.77
Rel Volume	0.69
Avg Volume	3.23M
Volume	2,232,743

Perf Week	-8.82%
Perf Month	-2.60%
Perf Quarter	-13.37%
Perf Half Y	-22.30%
Perf YTD	5.28%
Perf Year	-5.76%
Perf 3Y	41.01%
Perf 5Y	-
Perf 10Y	-
Recom	1.90
Target Price	89.22
Prev Close	61.08
Price	61.79
Change %	1.16%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-13-26	Upgrade	Northcoast	Sell → Neutral
Jul-15-26	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$90
Jun-10-26	Upgrade	UBS	Neutral → Buy	$90
May-22-26	Upgrade	Argus	Hold → Buy
May-20-26	Reiterated	Telsey Advisory Group	Outperform	$92 → $95
May-14-26	Reiterated	Telsey Advisory Group	Outperform	$88 → $92
Apr-22-26	Initiated	Roth Capital	Buy	$106
Mar-30-26	Initiated	BNP Paribas Exane	Neutral	$91
Mar-26-26	Initiated	Guggenheim	Buy	$100
Mar-09-26	Initiated	Wolfe Research	Outperform	$93
Mar-06-26	Initiated	DA Davidson	Neutral	$80
Feb-27-26	Downgrade	Argus	Buy → Hold
Feb-25-26	Reiterated	Telsey Advisory Group	Outperform	$85 → $88
Feb-05-26	Initiated	The Benchmark Company	Buy	$80
Jan-09-26	Initiated	Telsey Advisory Group	Outperform	$85
Dec-04-25	Initiated	Truist	Buy	$66
Oct-28-25	Initiated	Mizuho	Neutral	$65
Oct-22-25	Reiterated	Barclays	Equal Weight	$74 → $64
Oct-20-25	Initiated	Goldman	Neutral	$74
Oct-09-25	Initiated	RBC Capital Mkts	Outperform	$80

Show Previous Ratings

Aug-27-26 07:56AM	CAVA and Chipotle Take Different Paths to Traffic Growth (QSR)
Aug-20-26 04:37AM	By the numbers: Inside Dutch Bros growth strategy (Restaurant Dive)
Aug-13-26 03:00AM	Cava credits CX investments for solid quarter amid quick-service restaurant traffic pullback (CX Dive)
Aug-12-26 04:00PM	The End of The Middle in the Restaurant Industry (FSR) +14.24%
11:58AM	National Vision Raises Outlook as Higher-Value Customers Fuel Breakout Quarter (Exec Edge)
11:25AM	Loading…
11:25AM	Cava Rises on Sales; CoreWeave Sores on AI Outlook \| Stock Movers (Bloomberg)
11:18AM	How Cava dodged cyclospora concerns and delivered huge revenue returns (Yahoo Finance Video)
11:08AM	Diner Traffic, Same-Restaurant Sales Growth Lift Cava (Investopedia)
11:02AM	CAVA Group shares jump as quarterly sales beat, cyclospora fears ease (Proactive)
10:44AM	CAVA Stock Eyes Best Day In 5 Months Wall Street Sees Recovery Taking Shape As Cyclospora Fears Ease (Stocktwits)
09:49AM	Stocks to Watch Wednesday: CoreWeave, Super Micro, Cisco (The Wall Street Journal)
09:17AM	CAVA Sees More Room to Run as Restaurant Volumes Climb (QSR)
08:56AM	Cava Stock Leaps As Growth Returns; Chili's Parent Brinker Misses But Outlook Crispy (Investor's Business Daily)
08:34AM	CAVA's Biggest Growth Driver Isn't Higher Prices (GuruFocus.com)
08:10AM	5 Things to Know Before the Stock Market Opens on Wednesday (Investopedia)
07:30AM	Loading…
07:30AM	Cava Q2 2026 earnings beat on same-store sales, traffic gains (Quartz)
05:57AM	Cava Group shares jump as revenue and restaurant traffic beat expectations (InvestorsHub)
05:47AM	How Cava outperforms in fast casual despite frugal marketing budget (Marketing Dive)
05:22AM	Lumentum jumps after earnings, and other early market movers (MarketWatch)
02:59AM	CAVA Stock Soars Overnight After Q2 Results: Whats Making Investors More Bullish? (Stocktwits)
01:00AM	Cava Group Inc (CAVA) (Q2 2026) Earnings Call Highlights: Revenue Surges 31. ... (GuruFocus.com)
Aug-11-26 05:10PM	Cava Group surges 10% on revenue beat, robust traffic growth (Investing.com)
05:09PM	Cava Stock Jumps on Foot Traffic Gains (Barrons.com)
04:42PM	Cava Same-Store Sales Gains Boost Earnings in Second Quarter (The Wall Street Journal)
04:41PM	Cava reports sales growth even as some customers steer clear of lettuce (MarketWatch)
04:20PM	Cava: Q2 Earnings Snapshot (Associated Press)
04:10PM	CAVA Group Reports Second Quarter 2026 Results (Business Wire)
02:40PM	Cava Stock Earnings Expectations: Get Ready For a Big Move (Schaeffer's Research)
10:13AM	Small Biz Index, Existing Home Sales & More Earnings (Zacks)
10:03AM	CAVA Earnings Prediction Market Preview: What Will Brett Schulman Say? (Benzinga Prediction Markets)
05:10AM	Loading…
05:10AM	Retail investor favorites CoreWeave and Super Micro headline Tuesday's earnings (MarketWatch)
04:06AM	Stock Market Today: Dow, S&P 500 and Nasdaq set for steady start as pivotal CPI report looms and oil reaches highest since July 31 (MarketWatch)
Aug-10-26 12:37PM	The ONE Group: A Restaurant Stock With Rising Traffic, Expanding Margins Quarterly Update Report (Exec Edge)
09:16AM	Earnings To Watch: Cava Group Inc (CAVA) Q2 2026 -- GF Value Sees 76% Upside (GuruFocus.com)
Aug-07-26 10:31AM	Michigan says it's OK to start eating salads again as cyclospora outbreak wanes (MarketWatch)
Aug-06-26 03:29PM	Inflation Data, Tech Earnings Highlight Busy Week (Schaeffer's Research) -5.95%
Aug-03-26 09:00AM	CAVA Appoints Amiee Bayer-Thomas to Board of Directors (Business Wire)
Jul-30-26 10:35AM	Jersey Mike's Stock IPO: What to Know Before Buying (Barrons.com)
Jul-29-26 08:33PM	Jersey Mikes stock is priced in highly anticipated IPO: Will retail traders have an appetite for it? (FastCompany)
Jul-22-26 09:16AM	Cava Stock's Pullback Is Appetizing, But There's A Catch On The Menu (Trefis)
03:00AM	Panera founder and Cava chairman Ron Shaich bets $100 million on Level99, bringing his restaurant industry playbook to entertainment (Fortune)
Jul-21-26 04:10PM	CAVA to Announce Second Quarter 2026 Financial Results on August 11, 2026 (Business Wire)
06:46AM	Hello Tariffs, My Old Friend. How the Stock Market Risks Are Piling Up. (Barrons.com)
Jul-20-26 05:44PM	Americans are skipping lettuce and salads as investigation into cyclospora outbreak continues (MarketWatch) -7.76%
11:28AM	Taylor Foods May Not Be Responsible for Cyclospora Outbreak. Why Sweetgreen and Others Are Dropping. (Barrons.com)
Jul-15-26 09:33AM	IBM downgraded, Cava upgraded: Wall Street's top analyst calls (The Fly)
Jul-01-26 10:38AM	Freedom Capital bullish on restaurant stocks Dutch Bros and El Pollo Loco (Investing.com)
Jun-24-26 12:44PM	CAVA Pullback Puts Historically Bullish Signal in Focus (Schaeffer's Research) +6.02%
Jun-16-26 06:00AM	Gen Z calls it slopbut theyre fast casuals most loyal (and demanding) customers (Fortune)
Jun-15-26 04:35PM	Casual Dining's Comeback Is Winning Over Wall Street. Cava and Dutch Bros Are Worth a Look. (Barrons.com)
Jun-12-26 06:00AM	Higher Costs for Plastics Used Everywhere Are Becoming Next Inflation Headache (Bloomberg)
Jun-10-26 09:57PM	CAVA Stock: UBS Turns Bullish, Sees Compelling Growth Story As Restaurant Expansion Gains Steam (Stocktwits) +6.92% +8.20%
03:20PM	CAVA gets fresh Buy rating at UBS as growth story stands out in tough macro environment (Proactive)
09:42AM	Nike downgraded, Oscar Health upgraded: Wall Street's top analyst calls (The Fly)
08:55AM	Rebounding Restaurant Chain Upgraded to 'Buy' at UBS (Schaeffer's Research)
Jun-09-26 10:00AM	CAVA Sets Out to Hire 2,500+ Team Members in 2026 (Business Wire)
Jun-08-26 09:51AM	Cava CEO: The 'slop bowl' term is offensive (Yahoo Finance)
Jun-03-26 08:00AM	CAVAs 2025 Impact Update: Growing with Heart, Health, and Humanity (Business Wire)
Jun-02-26 12:18PM	History Suggests CAVA Could be Ready to Rebound (Schaeffer's Research)
May-22-26 09:38AM	Texas Instruments, Generac upgraded: Wall Street's top analyst calls (The Fly)
May-20-26 04:28PM	Wendy's New CEO Has a Tough Job. Here's What Needs to Be Done. (Barrons.com)
02:16PM	CAVA Jumps 7% as Same-Store Sales of 9.7% Blow Past Guidance (GuruFocus.com)
11:54AM	All Hail Cava, The Slop Bowl King (Moby)
09:23AM	CAVA raises 2026 outlook after strong Q1 report, shares pop (Proactive)
09:17AM	CAVA Q1 2026 earnings beat as traffic growth lifts outlook (Quartz)
08:00AM	CAVA Deepens Its Midwest Footprint with New Columbus Restaurant (Business Wire)
06:02AM	These Stocks Are Today's Movers: Micron, Intel, CAVA, Keysight, Nvidia, and More (Barrons.com)
05:50AM	CAVA shares rise after earnings, and other early market movers, (MarketWatch)
01:00AM	Cava Group Inc (CAVA) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com)
May-19-26 05:36PM	Cava: Q1 Earnings Snapshot (Associated Press)
05:22PM	Cava Stock Jumps on Revenue Beat. Foot Traffic Is Up. (Barrons.com)
04:52PM	Cava stock rises on earnings beat and raised guidance (Investing.com)
04:18PM	Cava Revenue Climbs in as Traffic Grows (The Wall Street Journal)
04:10PM	CAVA Group Reports First Quarter 2026 Results (Business Wire)
08:55AM	NYSE Content Update: Armada Raises $230 Million, Boosts Valuation to $2 Billion (PR Newswire)
05:06AM	Home Depot launches batch of retail earnings this week (MarketWatch)
03:55AM	Stock Market Today: Dow, S&P 500 and Nasdaq slip as oil and Treasury yields climb; Home Depot results on tap (MarketWatch)
May-14-26 03:58PM	Nvidia earnings alone won't rescue the S&P 500 from its new sell signal (MarketWatch) +5.24%
01:00PM	The Week Ahead: Fed Minutes, Nvidia Earnings in Focus (Schaeffer's Research)
May-11-26 09:53AM	The ONE Group: Traffic Rebound, Benihana Synergies Lift Margins & Cash Flow Quarterly Update Report (Exec Edge)
May-07-26 11:12AM	Shake Shack Q1 Revenue Up 14%, Appoints New CFO (Exec Edge) -5.63%
May-05-26 11:50AM	Portillos Q1 Revenue Increases 3.5% Amid Expansion (Exec Edge)
Apr-30-26 04:10PM	CAVA to Announce First Quarter 2026 Financial Results on May 19, 2026 (Business Wire)
Apr-22-26 09:35AM	Airbnb upgraded, Zscaler downgraded: Wall Street's top analyst calls (The Fly)
Apr-21-26 04:10PM	CAVA Announces the Retirement of Karen Kochevar from the Board (Business Wire)
10:03AM	Intel upgraded, Reddit initiated: Wall Street's top analyst calls (The Fly)
Apr-17-26 08:00AM	CAVA Expands to the St. Louis Area, Dishing Out Craveable Mediterranean Meals (Business Wire)
Apr-15-26 08:00AM	CAVA Makes Waves with Debut of Glazed Salmon Its First-Ever Seafood Protein (Business Wire)
Apr-09-26 07:03AM	The Great Slop Bowl Split Is Here (Moby)
Mar-26-26 09:45AM	Spotify initiated, Qualcomm downgraded: Wall Street's top analyst calls (The Fly)
Mar-17-26 08:00AM	CAVA Celebrates National Pita Day with Its Biggest Fan Giveaway Yet (Business Wire)
Mar-16-26 01:16PM	CAVA opens its first restaurant in Ohio as part of Midwest push (Nation's Restaurant News) +6.40%
05:59AM	CAVA debuts in Ohio with first restaurant in Cincinnati (Verdict Food Service)
Mar-13-26 08:07AM	Hello, Cincinnati: CAVA's Expansion Into the Midwest Continues (Business Wire)
Mar-10-26 10:44AM	Cava Says It Is a Winner in a K-Shaped Economy. Does That Make CAVA Stock a Buy Now? (Barchart)
Mar-09-26 07:26AM	Here Are Monday's Top Wall Street Analyst Research Calls: Brown-Forman, Cava Group, Dow, GE Vernova, Global Payments, Netflix, Shake Shack, Starbucks, Verizon, and More (24/7 Wall St.)
Mar-06-26 03:54PM	Netflix buys Ben Affleck's AI company, RFK Jr. targets Dunkin' (Yahoo Finance Video)
10:21AM	2 Restaurant Stocks, 2 Earnings Beats, 2 Very Different Setups (MarketBeat)
Mar-04-26 10:34PM	Q4 Earnings Recap: CAVA (NYSE:CAVA) Tops Modern Fast Food Stocks (StockStory)
Mar-02-26 09:12AM	Can CMG's High-Efficacy Kitchen Rollout Reignite Transactions in 2026? (Zacks)

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Co-FounderMr. Brett Schulman

FounderMr. Theodore Xenohristos

Chief Financial OfficerMs. Tricia K. Tolivar

Chief People OfficerMs. Kelly Costanza

Chief Operations OfficerMr. Douglas W. Thompson

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Thompson Douglas W.	Chief Operations Officer	Aug 31 '26	Buy	66.52	6,500	432,380	19,371	Sep 02 04:49 PM
KOCHEVAR KAREN	Director	Jun 18 '26	Option Exercise	6.71	10,000	67,050	13,074	Jun 23 04:04 PM
KOCHEVAR KAREN	Director	Jun 18 '26	Sale	90.00	10,000	900,000	3,074	Jun 23 04:04 PM
KAREN ANN KOCHEVAR	Director	Jun 18 '26	Proposed Sale	90.00	10,000	900,000		Jun 18 04:03 PM
Costanza Kelly	Chief People Officer	Jun 17 '26	Sale	90.00	12,490	1,124,100	98,490	Jun 17 04:17 PM
Costanza Kelly	Chief People Officer	Jun 15 '26	Sale	89.43	2,870	256,664	110,980	Jun 17 04:17 PM
Schulman Brett	CEO and President	Jun 15 '26	Sale	89.43	33,174	2,966,751	798,669	Jun 17 04:17 PM
Tolivar Tricia K.	Chief Financial Officer	Jun 15 '26	Sale	89.43	4,969	444,378	234,931	Jun 17 04:17 PM
Phillips Adam David	Chief Accounting Officer	Jun 15 '26	Sale	89.43	757	67,699	6,848	Jun 17 04:16 PM
Xenohristos Theodoros	Chief Concept Officer	Jun 15 '26	Sale	89.43	3,252	290,826	324,630	Jun 17 04:16 PM
Artal Participations S.a r.l.	Director	Jun 15 '26	Sale	90.30	3,000,000	270,900,000	6,507,990	Jun 17 04:15 PM
KELLY COSTANZA	Officer	Jun 17 '26	Proposed Sale	90.00	12,490	1,124,100		Jun 17 04:12 PM
Theodoros Xenohristos	Officer	Jun 15 '26	Proposed Sale	90.99	3,252	295,899		Jun 15 06:07 PM
Tricia K Tolivar	Officer	Jun 15 '26	Proposed Sale	90.99	4,969	452,129		Jun 15 06:02 PM
Brett M Schulman	Officer	Jun 15 '26	Proposed Sale	90.99	33,174	3,018,502		Jun 15 05:56 PM
Artal Participations S.a r.l.	Affiliate	Jun 15 '26	Proposed Sale	90.99	3,000,000	272,970,000		Jun 15 05:51 PM
Adam David Phillips	Officer	Jun 15 '26	Proposed Sale	90.99	757	68,879		Jun 15 05:51 PM
KELLY COSTANZA	Officer	Jun 15 '26	Proposed Sale	90.99	2,870	261,141		Jun 15 05:45 PM
Phillips Adam David	Chief Accounting Officer	Jun 12 '26	Option Exercise	22.00	2,764	60,808	12,269	Jun 15 04:00 PM
Phillips Adam David	Chief Accounting Officer	Jun 12 '26	Sale	90.71	4,664	423,071	7,605	Jun 15 04:00 PM
ADAM D PHILLIPS	Officer	Jun 12 '26	Proposed Sale	90.71	4,664	423,087		Jun 12 04:14 PM
KADOW JOSEPH JOHN	CLO & Secretary	Jun 03 '26	Buy	70.00	1,000	70,000	6,974	Jun 05 04:00 PM
Thompson Douglas W.	Chief Operations Officer	May 29 '26	Buy	77.90	2,500	194,750	12,871	Jun 02 04:10 PM
KADOW JOSEPH JOHN	CLO & Secretary	May 29 '26	Buy	79.00	1,000	79,000	5,974	Jun 02 04:10 PM
Thompson Douglas W.	Chief Operations Officer	May 26 '26	Buy	79.45	4,000	317,800	10,371	May 28 04:02 PM
Phillips Adam David	Chief Accounting Officer	May 21 '26	Option Exercise	9.58	5,181	49,634	14,686	May 22 04:28 PM
Phillips Adam David	Chief Accounting Officer	May 21 '26	Sale	77.14	5,181	399,662	9,505	May 22 04:28 PM
Costanza Kelly	Chief People Officer	May 21 '26	Sale	79.87	10,010	799,499	113,850	May 22 04:28 PM
KENNETH ROBERT BERTRAM	Former Affiliate	May 21 '26	Proposed Sale	80.90	44,510	3,600,757		May 21 04:26 PM
ADAM D PHILLIPS	Officer	May 21 '26	Proposed Sale	77.14	5,181	399,685		May 21 04:17 PM
KELLY COSTANZA	Officer	May 21 '26	Proposed Sale	80.53	10,010	806,105		May 21 04:14 PM
Xenohristos Theodoros	Chief Concept Officer	May 11 '26	Sale	79.75	9,044	721,259	327,882	May 12 04:12 PM
Theodoros Xenohristos	Officer	May 11 '26	Proposed Sale	79.40	9,044	718,094		May 11 04:10 PM
Bertram Kenneth Robert	CLO & Secretary	Mar 05 '26	Sale	80.33	15,000	1,204,950	37,958	Mar 06 04:07 PM
KENNETH ROBERT BERTRAM	Officer	Mar 05 '26	Proposed Sale	80.33	15,000	1,204,914		Mar 05 04:33 PM
Phillips Adam David	Chief Accounting Officer	Feb 26 '26	Sale	85.54	2,000	171,080	9,505	Mar 02 04:35 PM
Costanza Kelly	Chief People Officer	Feb 26 '26	Option Exercise	6.75	31,803	214,670	155,663	Mar 02 04:35 PM
Costanza Kelly	Chief People Officer	Feb 26 '26	Sale	84.45	31,803	2,685,763	123,860	Mar 02 04:35 PM
KELLY COSTANZA	Officer	Feb 26 '26	Proposed Sale	84.45	31,803	2,685,763		Feb 26 04:13 PM
ADAM D PHILLIPS	Officer	Feb 26 '26	Proposed Sale	85.54	2,000	171,080		Feb 26 04:11 PM
Tolivar Tricia K.	Chief Financial Officer	Jan 27 '26	Sale	62.14	2,404	149,391	231,934	Jan 29 04:10 PM
Schulman Brett	CEO and President	Jan 27 '26	Sale	62.14	4,542	282,252	802,783	Jan 29 04:10 PM
Xenohristos Theodoros	Chief Concept Officer	Jan 27 '26	Sale	62.14	1,039	64,566	332,205	Jan 29 04:10 PM
Phillips Adam David	Chief Accounting Officer	Jan 27 '26	Sale	62.14	774	48,099	10,435	Jan 29 04:10 PM
Bertram Kenneth Robert	CLO & Secretary	Jan 27 '26	Sale	62.14	994	61,770	49,122	Jan 29 04:10 PM
Costanza Kelly	Chief People Officer	Jan 27 '26	Sale	62.14	1,707	106,077	119,139	Jan 29 04:10 PM
Theodoros Xenohristos	Officer	Jan 27 '26	Proposed Sale	62.55	1,039	64,989		Jan 27 04:18 PM
Tricia K Tolivar	Officer	Jan 27 '26	Proposed Sale	62.55	2,404	150,370		Jan 27 04:16 PM
Brett M Schulman	Officer	Jan 27 '26	Proposed Sale	62.55	4,542	284,102		Jan 27 04:14 PM
Adam David Phillips	Officer	Jan 27 '26	Proposed Sale	62.55	774	48,414		Jan 27 04:12 PM
Kelly Costanza	Officer	Jan 27 '26	Proposed Sale	62.55	1,707	106,773		Jan 27 04:10 PM
Kenneth Robert Bertram	Officer	Jan 27 '26	Proposed Sale	62.55	994	62,175		Jan 27 04:07 PM
Xenohristos Theodoros	Chief Concept Officer	Jan 21 '26	Sale	67.41	965	65,051	333,244	Jan 23 04:14 PM
Schulman Brett	CEO and President	Jan 21 '26	Sale	67.41	21,650	1,459,426	807,325	Jan 23 04:14 PM
Tolivar Tricia K.	Chief Financial Officer	Jan 21 '26	Sale	67.41	2,204	148,572	234,338	Jan 23 04:14 PM
Costanza Kelly	Chief People Officer	Jan 21 '26	Sale	67.41	1,702	114,732	120,846	Jan 23 04:14 PM
Bertram Kenneth Robert	CLO & Secretary	Jan 21 '26	Sale	67.41	1,074	72,398	50,116	Jan 23 04:14 PM
Theodoros Xenohristos	Director	Jan 21 '26	Proposed Sale	69.05	965	66,633		Jan 21 05:26 PM
Tricia K Tolivar	Officer	Jan 21 '26	Proposed Sale	69.05	2,204	152,186		Jan 21 05:19 PM
Brett M Schulman	Director	Jan 21 '26	Proposed Sale	69.05	21,650	1,494,932		Jan 21 05:13 PM
Kelly Costanza	Officer	Jan 21 '26	Proposed Sale	69.05	1,702	117,523		Jan 21 05:06 PM
Kenneth Robert Bertram	Officer	Jan 21 '26	Proposed Sale	69.05	1,074	74,160		Jan 21 04:57 PM
Bertram Kenneth Robert	CLO & Secretary	Nov 26 '25	Sale	50.70	3,788	192,052	51,143	Nov 28 01:03 PM
KENNETH ROBERT BERTRAM	Officer	Nov 26 '25	Proposed Sale	50.70	3,788	192,052		Nov 26 04:13 PM
Schulman Brett	CEO and President	Nov 10 '25	Option Exercise	5.79	36,657	212,415	828,975	Nov 12 04:30 PM
Schulman Brett	CEO and President	Nov 12 '25	Buy	48.98	150	7,347	150	Nov 12 04:30 PM
Bertram Kenneth Robert	CLO & Secretary	Sep 29 '25	Sale	58.86	3,771	221,961	54,931	Oct 01 04:10 PM
Kenneth Robert Bertram	Officer	Sep 29 '25	Proposed Sale	62.61	3,771	236,102		Sep 29 04:18 PM

Open in Screener

MIR

Mirion Technologies Inc

15.57

Sep 02 • 3:59 PM ET +0.06 (0.39%)

16.00

Aftermarket • 6:53 PM ET +0.43 (2.76%)

Industrials Specialty Industrial Machinery USA Mid NYSE

MIR Mirion Technologies Inc daily Stock Chart

Peers: FLS WTS IEX ITT MIDD GGG DOV PNR EMR ROP

| Held by: IJR VTI IWM VB VGT VBR VXF SPSM IJT IWO

Index	RUT
Market Cap	3.88B
Enterprise Value	4.73B
Income	24.50M
Sales	1.02B
Book/sh	7.33
Cash/sh	1.72
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	3281
IPO	Aug 20, 2020

P/E	176.53
Forward P/E	23.47
PEG	1.22
P/S	3.78
P/B	2.12
P/C	9.06
P/FCF	28.34
EV/EBITDA	21.51
EV/Sales	4.62
Quick Ratio	2.63
Current Ratio	3.20
Debt/Eq	0.68
LT Debt/Eq	0.67
Option/Short	Yes / Yes

EPS (ttm)	0.09
EPS next Y	0.66
EPS next Q	0.12
EPS this Y	17.68%
EPS next Y	22.58%
EPS next 5Y	19.28%
EPS past 3/5Y	- -
Sales past 3/5Y	8.84% -
EPS Y/Y TTM	133.41%
Sales Y/Y TTM	15.68%
EPS Q/Q	-18.13%
Sales Q/Q	19.69%
Earnings	Jul 28 AMC
EPS/Sales Surpr.	16.05% -0.93%

Insider Own	5.80%
Insider Trans	0.08%
Inst Own	107.74%
Inst Trans	2.76%
ROA	0.78%
ROE	1.49%
ROIC	0.80%
Gross Margin	38.52%
Oper. Margin	6.82%
Profit Margin	2.39%
SMA20	2.37%
SMA50	-2.84%
SMA200	-22.52%
Trades

Shs Outstand	243.27M
Shs Float	234.60M
Short Float	13.86%
Short Ratio	8.16
Short Interest	32.51M
52W High	30.28 -48.57%
52W Low	14.11 10.35%
Volatility	4.21% 4.12%
ATR (14)	0.66
RSI (14)	51.64
Beta	1.09
Rel Volume	0.86
Avg Volume	3.99M
Volume	3,417,503

Perf Week	4.50%
Perf Month	-3.71%
Perf Quarter	-14.64%
Perf Half Y	-27.92%
Perf YTD	-33.52%
Perf Year	-24.45%
Perf 3Y	82.11%
Perf 5Y	56.33%
Perf 10Y	-
Recom	1.30
Target Price	24.70
Prev Close	15.51
Price	15.57
Change %	0.39%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-23-26	Initiated	Morgan Stanley	Equal-Weight	$29
Nov-25-25	Initiated	Evercore ISI	Outperform	$29
Sep-26-25	Initiated	JP Morgan	Overweight	$28
Aug-25-25	Initiated	Northland Capital	Outperform	$26
Dec-19-24	Initiated	Robert W. Baird	Outperform	$22
Sep-26-24	Initiated	B. Riley Securities	Buy	$14
May-26-23	Resumed	Citigroup	Buy	$11
Mar-24-22	Initiated	CJS Securities	Market Outperform	$13
Nov-29-21	Initiated	Goldman	Buy	$14
Oct-25-21	Initiated	Citigroup	Buy	$14

Jul-29-26 05:04PM	Mirion Technologies Inc (MIR) Q2 2026 Earnings Call Highlights: Robust Revenue Growth and ... (GuruFocus.com) -13.22%
08:30AM	Mirion Technologies, Inc. Q2 2026 Earnings Call Summary (Moby)
Jul-28-26 04:15PM	Mirion Announces Second Quarter 2026 Financial Results (Business Wire)
Jul-15-26 08:30AM	Mirion Announces Earnings Release and Conference Call Date for Second Quarter 2026 (Business Wire)
Apr-30-26 03:14AM	Mirion Technologies Inc (MIR) Q1 2026 Earnings Call Highlights: Strong Order Growth and ... (GuruFocus.com) +5.84%
08:30AM	Loading…
Apr-29-26 08:30AM	Mirion Technologies, Inc. Q1 2026 Earnings Call Summary (Moby)
Apr-28-26 04:15PM	Mirion Announces First Quarter 2026 Financial Results (Business Wire)
Apr-16-26 08:15AM	Mirion Announces Earnings Release and Conference Call Date for First Quarter 2026 (Business Wire)
Apr-08-26 08:17AM	DOE Announces Nuclear Expansion Push; NUKZ Positioned for Growth (ETF Trends) +5.61%
Mar-05-26 08:00AM	This Battlefield Protection Company Has Gone Nuclear. It's an Obvious Buy. (Barrons.com)
Feb-26-26 11:50PM	2 Profitable Stocks to Research Further and 1 We Question (StockStory)
Feb-24-26 11:42PM	2 Small-Cap Stocks to Target This Week and 1 We Brush Off (StockStory)
Feb-20-26 08:50AM	Implied Volatility Surging for Mirion Technologies Stock Options (Zacks)
Feb-17-26 08:01PM	Mirion Technologies Inc (MIR) Q4 2025 Earnings Call Highlights: Record Orders and Strategic ... (GuruFocus.com)
12:32AM	5 Insightful Analyst Questions From Mirion's Q4 Earnings Call (StockStory)
08:30AM	Loading…
Feb-13-26 08:30AM	Mirion to Present at Citi's 2026 Global Industrial Tech and Mobility Conference (Business Wire)
Feb-11-26 04:50PM	Mirion Technologies Q4 Earnings Call Highlights (MarketBeat) -10.20%
12:50PM	MIR Q4 Deep Dive: Nuclear Power Growth and Acquisitions Offset Margin Pressures (StockStory)
09:19AM	Mirion Announces Executive Appointments to Accelerate Strategic Growth and Market Focus (Business Wire)
Feb-10-26 05:35PM	Mirion Technologies, Inc. (MIR) Lags Q4 Earnings and Revenue Estimates (Zacks)
04:34PM	Mirion (NYSE:MIR) Misses Q4 CY2025 Revenue Estimates, Stock Drops (StockStory)
04:15PM	Mirion Announces Fourth Quarter and Full Year 2025 Financial Results; Provides Full Year 2026 Guidance (Business Wire)
Feb-08-26 10:02PM	Mirion (MIR) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
Feb-04-26 06:10PM	Symbotic Inc. (SYM) Tops Q1 Earnings and Revenue Estimates (Zacks) -5.39%
10:00AM	Parsons (PSN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Feb-03-26 10:00AM	Analysts Estimate Mirion Technologies, Inc. (MIR) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jan-29-26 02:27PM	Morgan Stanley Initiates Coverage on Mirion Technologies, Sets PT at $29 (Insider Monkey)
Jan-26-26 11:34PM	2 Stocks Under $50 to Research Further and 1 We Avoid (StockStory)
Jan-22-26 08:30AM	Mirion Announces Earnings Release and Conference Call Date for Fourth Quarter and Full Year 2025 (Business Wire)
Jan-06-26 08:28AM	Factors Led TimesSquare Capital U.S. Small Cap Growth Strategy to Pick Mirion Technologies (MIR) (Insider Monkey)
10:37PM	Loading…
Dec-31-25 10:37PM	Specialized Technology Stocks Q3 Highlights: Mirion (NYSE:MIR) (StockStory)
Dec-16-25 11:33PM	1 of Wall Street's Favorite Stock with Solid Fundamentals and 2 We Ignore (StockStory)
Dec-04-25 09:26PM	Mirion Technologies, Inc. (MIR): A Bull Case Theory (Insider Monkey)
Dec-01-25 04:16PM	Mirion Completes Acquisition of Paragon Energy Solutions (Business Wire)
12:36PM	Why Mirion (MIR) Stock Is Trading Lower Today (StockStory)
Nov-25-25 09:40AM	Is JBT Marel Corporation (JBTM) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Nov-24-25 06:50PM	Mirion, Jacobs Solutions, Planet Labs, Dell, and IonQ Shares Skyrocket, What You Need To Know (StockStory)
Nov-21-25 06:36PM	Mirion, MillerKnoll, Concentrix, First Advantage, and HP Shares Skyrocket, What You Need To Know (StockStory) +5.45%
Nov-20-25 08:50AM	Buy 5 Non-Tech Giants That Have Surged on AI Data Center Boom for 2026 (Zacks) -6.08%
Nov-17-25 09:55AM	Wall Street Analysts Predict a 27.78% Upside in Mirion Technologies (MIR): Here's What You Should Know (Zacks)
Nov-12-25 03:21PM	Mirion, Dell, Globalstar, Flex, and CDW Shares Skyrocket, What You Need To Know (StockStory)
Nov-11-25 01:49PM	RR Skyrockets 523% in a Year: Is It a Must-Have Stock Now? (Zacks)
Nov-06-25 09:40AM	Is Mirion Technologies (MIR) Outperforming Other Business Services Stocks This Year? (Zacks)
Nov-05-25 09:09AM	Buy These 5 Stocks Powered by Solid Q3 Earnings and AI Boom (Zacks)
Nov-04-25 12:33AM	5 Must-Read Analyst Questions From Mirion's Q3 Earnings Call (StockStory) -5.41%
Oct-30-25 03:58PM	Mirion Technologies Inc (MIR) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
10:34AM	Mirion Technologies (MIR) Jumps to All-Time High on Impressive Q3, Outlook (Insider Monkey)
Oct-29-25 08:10PM	MIR Q3 Deep Dive: Nuclear Power Drives Growth as Mirion Bolsters Portfolio with Acquisitions (StockStory) +18.10%
03:55PM	Why Shares of Mirion Technologies Are Soaring Today (Motley Fool)
03:30PM	Why Mirion Technologies Rallied Double Digits Today (Motley Fool)
01:10PM	Mirion (MIR) Stock Trades Up, Here Is Why (StockStory)
Oct-28-25 05:30PM	Mirion Technologies, Inc. (MIR) Tops Q3 Earnings Estimates (Zacks)
04:39PM	Mirion (NYSE:MIR) Reports Q3 In Line With Expectations (StockStory)
04:17PM	Mirion Announces Third Quarter 2025 Financial Results and Updates Full Year Guidance (Business Wire)
Oct-27-25 09:01AM	Hennessy Embraces the Power Behind the AI Revolution with ONE Nuclear Energy Downloadable Report (Exec Edge)
Oct-26-25 11:07PM	Mirion Earnings: What To Look For From MIR (StockStory)
Oct-24-25 12:34AM	2 Volatile Stocks to Research Further and 1 We Question (StockStory)
Oct-23-25 10:00AM	SPX Technologies (SPXC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-21-25 10:00AM	Mirion Technologies, Inc. (MIR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-20-25 10:00AM	Does Mirion Technologies (MIR) Have an Attractive Growth Potential? (Insider Monkey)
Oct-15-25 04:17PM	Mirion Announces Earnings Release and Conference Call Date for Third Quarter 2025 (Business Wire)
Oct-13-25 06:18AM	2 Small-Cap Stocks to Research Further and 1 We Question (StockStory) +5.67%
Oct-08-25 03:25PM	Mirion, Globalstar, Grid Dynamics, Hewlett Packard Enterprise, and Rumble Stocks Trade Up, What You Need To Know (StockStory)
Sep-30-25 12:50PM	Mirion (MIR) Stock Trades Up, Here Is Why (StockStory)
Sep-26-25 05:40PM	Why Mirion Technologies Stock Blasted Nearly 11% Higher Today (Motley Fool) +10.87% -5.35%
12:00PM	Mirion, MillerKnoll, DXC, and Accenture Shares Are Soaring, What You Need To Know (StockStory)
09:00AM	Stocks making big moves this week: Mirion, Jabil, AutoZone, Seagate Technology, and EVgo (StockStory)
12:01AM	Mirion Technologies Announces Pricing of Upsized Public Offering of Class A Common Stock (Business Wire)
12:00AM	Mirion Technologies Announces Pricing of Upsized $325.0 Million Offering of 0.00% Convertible Senior Notes Due 2031 (Business Wire)
Sep-25-25 04:50PM	Why Mirion (MIR) Stock Is Trading Lower Today (StockStory)
Sep-24-25 04:35PM	Mirion Technologies Announces Proposed Public Offering of Class A Common Stock (Business Wire) -10.69%
04:35PM	Mirion Technologies Announces Proposed $250.0 Million Offering of Convertible Senior Notes Due 2031 (Business Wire)
12:01PM	Why Mirion (MIR) Shares Are Sliding Today (StockStory)
09:47AM	What's Behind Mirion's $585 Million Nuclear Power Play? (Benzinga)
07:05AM	Mirion To Acquire Paragon Energy Solutions, one of the Leading Providers of Highly Engineered Solutions for Large-scale Nuclear Power Plants and Small Modular Reactors (SMRs) in the United States (Business Wire)
Sep-19-25 05:50AM	Mirion Technologies (MIR) Surges 8.4%: Is This an Indication of Further Gains? (Zacks)
Sep-16-25 05:19PM	Mirion Partners with IAEA to Enhance Radiation Safety on a Global Scale (Business Wire) -5.18%
Sep-09-25 02:01PM	Mirion, TaskUs, Interface, Arlo Technologies, and Driven Brands Shares Are Falling, What You Need To Know (StockStory)
Sep-05-25 12:46PM	Mirion (MIR) Shares Skyrocket, What You Need To Know (StockStory) +9.10%
Sep-04-25 05:28PM	Mirion Technologies Set to Join S&P SmallCap 600 (PR Newswire)
Sep-03-25 09:40AM	Is Futu Holdings (FUTU) Stock Outpacing Its Business Services Peers This Year? (Zacks)
Aug-27-25 11:37PM	Q2 Earnings Outperformers: Mirion (NYSE:MIR) And The Rest Of The Specialized Technology Stocks (StockStory)
Aug-25-25 09:36AM	Figma initiated, Okta upgraded: Wall Street's top analyst calls (The Fly)
Aug-19-25 03:39PM	Mirion, Jabil, Planet Labs, TTM Technologies, and Applied Digital Stocks Trade Down, What You Need To Know (StockStory)
12:45PM	Is Mirion Technologies (MIR) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
10:15AM	Mirion Technologies Inc (MIR) Rebounded in Q2 From a Sharp Sell-Off (Insider Monkey)
09:02AM	The Zacks Analyst Blog Highlights Mirion, BWX Technologies and GE Vernova (Zacks)
Aug-18-25 07:17AM	3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results (Zacks)
Aug-14-25 09:40AM	Are Business Services Stocks Lagging GDS Holdings (GDS) This Year? (Zacks) -6.73%
Aug-12-25 11:33PM	5 Insightful Analyst Questions From Mirion's Q2 Earnings Call (StockStory)
11:19PM	MIR Q2 Deep Dive: Nuclear Power Momentum and Medical Margins Shape Outlook (StockStory)
Aug-11-25 08:50AM	Mirion Technologies (MIR) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Aug-07-25 08:00AM	Is MIR the Best Momentum Pick in the Technology Services Space? (Zacks)
Aug-06-25 12:20PM	Will Mirion Technologies (MIR) Gain on Rising Earnings Estimates? (Zacks)
Aug-02-25 03:12AM	Mirion Technologies Inc (MIR) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jul-31-25 06:31PM	Mirion (NYSE:MIR) Delivers Impressive Q2 But Stock Drops (StockStory) -11.14%
05:35PM	Mirion Technologies, Inc. (MIR) Q2 Earnings and Revenues Top Estimates (Zacks)
04:20PM	Mirion Announces Second Quarter 2025 Financial Results and Updates Full Year Guidance (Business Wire)
04:15PM	Mirion Acquires Certrec, a Leader in Regulatory Compliance and Advanced Digital Applications for the Nuclear Industry (Business Wire)
Jul-29-25 11:01PM	What To Expect From Mirion's (MIR) Q2 Earnings (StockStory)

Mirion Technologies, Inc. engages in the provision of radiation safety, science, and medicine. It operates through the Nuclear and Safety, and Technologies segments. The Nuclear and Safety segment powers advancements in nuclear energy and critical radiation safety, measurement and analysis applications across laboratories, research and other industrial markets such as defense. The Technologies segment involves nuclear energy, defense, laboratories, and scientific research markets as well as other industrial markets. The company was founded by Thomas D. Logan in December 2005 and is headquartered in Atlanta, GA.

FounderMr. Thomas D. Logan

CFO & Medical Group PresidentMr. Brian Schopfer

Executive VPMs. Emmanuelle Lee J.D.

Chief Human Resources OfficerMs. Alison Ulrich

Group President of Nuclear & Safety TechnologiesMr. Loic Eloy

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Schopfer Brian	Chief Financial Officer	Sep 02 '26	Buy	15.60	20,000	312,000	933,290	Sep 02 04:10 PM
Moore Christopher A.	Chief Accounting Officer (PAO)	May 07 '26	Sale	19.64	8,400	164,976	22,157	May 08 04:08 PM
CHRISTOPHER MOORE	Officer	May 07 '26	Proposed Sale	19.64	8,400	164,976		May 07 04:48 PM
Kingsley Lawrence D	Director	Dec 10 '25	Sale	24.73	350,000	8,654,800	3,509,075	Dec 12 04:05 PM
Lawrence D Kingsley Revocable	Director	Dec 10 '25	Proposed Sale	25.00	350,000	8,750,000		Dec 10 02:53 PM
Kingsley Lawrence D	Director	Nov 21 '25	Sale	23.83	300,000	7,148,400	3,900,000	Nov 21 04:06 PM
Lawrence D Kingsley Revocable	Director	Nov 21 '25	Proposed Sale	23.75	300,000	7,125,000		Nov 21 01:30 PM
Eloy Loic	Nuclear & Safety President	Nov 11 '25	Sale	27.24	45,000	1,225,683	97,770	Nov 12 04:18 PM
Lee Emmanuelle	Chief Legal Officer	Nov 10 '25	Sale	27.41	12,500	342,642	84,640	Nov 12 04:18 PM
EMMANUELLE LEE	Officer	Nov 10 '25	Proposed Sale	27.45	12,500	343,125		Nov 10 04:35 PM
Schopfer Brian	Chief Financial Officer	Nov 06 '25	Sale	27.65	100,000	2,765,420	904,432	Nov 10 04:15 PM
Schopfer Brian	Officer	Nov 06 '25	Proposed Sale	27.65	100,000	2,765,420		Nov 06 04:06 PM

Open in Screener

PNFP

Pinnacle Financial Partners Inc

100.09

Sep 02 • 3:59 PM ET +3.06 (3.15%)

99.80

Aftermarket • 6:58 PM ET -0.29 (-0.29%)

Financial Banks - Regional USA Large NYSE

PNFP Pinnacle Financial Partners Inc daily Stock Chart

Peers: EWBC CFG FITB KEY MTB RF HBAN TFC USB BANC

| Held by: IJH VTI VB VXF KBWB VBR MDY VBK IJJ SPMD

Index	-
Market Cap	15.12B
Enterprise Value	-
Income	783.32M
Sales	5.20B
Book/sh	93.03
Cash/sh	-
Dividend Est.	2.00 (2.00%)
Dividend TTM	1.74 (1.74%)
Dividend Ex-Date	Aug 07, 2026
Dividend Gr. 3/5Y	2.94% 8.45%
Payout	11.90%
Employees	3709
IPO	Aug 22, 2000

P/E	13.74
Forward P/E	8.75
PEG	0.56
P/S	2.91
P/B	1.08
P/C	-
P/FCF	10.47
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	0.09
Debt/Eq	0.75
LT Debt/Eq	0.69
Option/Short	Yes / Yes

EPS (ttm)	7.28
EPS next Y	11.43
EPS next Q	2.62
EPS this Y	21.67%
EPS next Y	12.27%
EPS next 5Y	15.64%
EPS past 3/5Y	4.03% 14.90%
Sales past 3/5Y	24.62% 20.59%
EPS Y/Y TTM	-3.45%
Sales Y/Y TTM	66.97%
EPS Q/Q	3.20%
Sales Q/Q	125.62%
Earnings	Jul 22 AMC
EPS/Sales Surpr.	1.71% -0.03%

Insider Own	1.34%
Insider Trans	-7.52%
Inst Own	88.59%
Inst Trans	2.22%
ROA	0.89%
ROE	7.65%
ROIC	3.27%
Gross Margin	-
Oper. Margin	23.36%
Profit Margin	15.06%
SMA20	-3.01%
SMA50	-2.07%
SMA200	3.75%
Trades

Shs Outstand	151.00M
Shs Float	149.09M
Short Float	3.23%
Short Ratio	3.91
Short Interest	4.82M
52W High	110.33 -9.28%
52W Low	81.08 23.45%
Volatility	2.32% 2.16%
ATR (14)	2.50
RSI (14)	43.85
Beta	1.03
Rel Volume	1.09
Avg Volume	1.23M
Volume	1,335,762

Perf Week	-1.47%
Perf Month	-8.20%
Perf Quarter	7.05%
Perf Half Y	9.38%
Perf YTD	4.91%
Perf Year	2.69%
Perf 3Y	45.23%
Perf 5Y	4.84%
Perf 10Y	76.46%
Recom	1.62
Target Price	118.10
Prev Close	97.03
Price	100.09
Change %	3.15%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-10-26	Resumed	Wells Fargo	Equal Weight	$118
Jun-25-26	Initiated	The Benchmark Company	Buy	$132
May-20-26	Initiated	Robert W. Baird	Outperform	$115
Apr-07-26	Upgrade	UBS	Neutral → Buy	$110
Jan-21-26	Initiated	Deutsche Bank	Buy
Jan-06-26	Resumed	Evercore ISI	Outperform	$115
Jan-05-26	Upgrade	Piper Sandler	Neutral → Overweight	$120
Jan-05-26	Initiated	DA Davidson	Neutral	$110
Dec-11-25	Upgrade	Raymond James	Mkt Perform → Strong Buy	$120
Dec-08-25	Initiated	BofA Securities	Buy	$113
Oct-17-25	Upgrade	Hovde Group	Market Perform → Outperform	$106
Sep-25-25	Initiated	TD Cowen	Buy	$122
May-21-25	Initiated	Jefferies	Buy	$135
May-13-25	Initiated	Truist	Buy	$123
Apr-16-25	Upgrade	Hovde Group	Market Perform → Outperform	$111
Dec-19-24	Upgrade	Barclays	Equal Weight → Overweight	$120 → $135
Dec-17-24	Resumed	UBS	Neutral
Dec-04-24	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$115 → $135
Nov-18-24	Downgrade	Hovde Group	Outperform → Market Perform	$135
Oct-01-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$100

Show Previous Ratings

Aug-31-26 08:00AM	Pinnacle Financial Partners CEO Kevin Blair and CFO Jamie Gregory to hold fireside chat at Barclays Global Financial Services Conference (Business Wire)
Jul-30-26 07:38PM	Rob McCabe to remain Pinnacle director and chief banking officer through 2027 (Business Wire)
Jul-27-26 05:00PM	Pinnacle Financial Partners announces common and preferred stock dividends (Business Wire)
Jul-23-26 10:00AM	Pinnacle Financial Partners adds experienced revenue producers in second quarter as growth model continues to accelerate (Business Wire)
08:30AM	Pinnacle Financial Partners, Inc. Q2 2026 Earnings Call Summary (Moby)
04:55PM	Loading…
Jul-22-26 04:55PM	Pinnacle Financial: Q2 Earnings Snapshot (Associated Press)
04:41PM	Pinnacle Financial Partners announces earnings for second quarter 2026 (Business Wire)
Jun-18-26 08:00AM	Pinnacle Financial Partners Announces New Corporate Headquarters at Ten Twenty Spring in Midtown Atlanta (Business Wire)
Jun-10-26 08:00AM	Pinnacle Financial Partners Announces Dates for Second Quarter 2026 Earnings Release and Conference Call (Business Wire)
May-20-26 09:43AM	Cigna downgraded, Humana upgraded: Wall Street's top analyst calls (The Fly)
May-08-26 12:00PM	Pinnacle Financial Partners CEO Kevin Blair and CFO Jamie Gregory to hold fireside chat at Morgan Stanley US Financials Conference (Business Wire)
May-07-26 01:00PM	Pinnacle Financial Partners names Douglas Hromco as chief security officer (Business Wire)
May-06-26 01:00PM	Pinnacle Financial Partners enters Auburn, Ala. with veteran banker Martee Moseley as market executive (Business Wire)
Apr-23-26 12:00PM	Pinnacle Financial Partners powers recruiting growth engine with 50 new revenue producing team members in 1Q26 (Business Wire)
08:30AM	Pinnacle Financial Partners, Inc. Q1 2026 Earnings Call Summary (Moby)
05:30PM	Loading…
Apr-22-26 05:30PM	Pinnacle Financial Partners announces earnings for first quarter 2026 (Business Wire)
Apr-20-26 05:00PM	Pinnacle Financial Partners announces common and preferred stock dividends (Business Wire)
Apr-08-26 10:30AM	Pinnacle Financial Partners named Official Bank of the Cadillac Championship in South Florida (Business Wire)
Mar-23-26 01:26PM	Pinnacle Financial Partners Announces Dates for First Quarter 2026 Earnings Release and Conference Call (Business Wire)
Mar-19-26 04:55PM	Pinnacle Financial Partners joins the KBW Nasdaq Bank Index (BKX) (Business Wire)
Feb-27-26 11:45AM	Pinnacle Financial (PNFP) Could Be a Great Choice (Zacks) -5.57%
Feb-26-26 01:47PM	Pinnacle Financial Partners, Inc. (PNFP) to Benefit From an Optimistic Outlook (Insider Monkey)
Feb-16-26 11:36AM	Evercore ISI Raises Price Target on Pinnacle Financial (PNFP) to $116, Keeps Overweight Call (Insider Monkey)
Feb-14-26 07:02PM	Pinnacle Financial Partners Conference: CEO touts merger culture, 9%-11% loan growth, $250M synergies (MarketBeat)
Feb-11-26 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
09:15AM	Pinnacle Financial Partners Earns a Combined 50 Coalition Greenwich Best Bank Awards - More Than Any Other Bank in the Country (Business Wire)
Jan-30-26 04:35PM	1 Bank Stock Set to Rebound in 2026 (Motley Fool)
Jan-28-26 05:00PM	Pinnacle Financial Partners Announces Preferred Stock Dividends (Business Wire)
12:36AM	5 Must-Read Analyst Questions From Pinnacle Financial Partners's Q4 Earnings Call (StockStory)
Jan-26-26 05:00PM	Pinnacle Financial Partners Announces Common Dividend (Business Wire)
06:50PM	Loading…
Jan-24-26 06:50PM	3 Bank Stocks Set to Rebound in 2026 (Motley Fool)
Jan-22-26 11:10AM	Pinnacle Financial Partners Q4 Earnings Call Highlights (MarketBeat)
10:10AM	PNFP Q4 Deep Dive: Merger Integration and Revenue Producer Hiring Drive Strategic Outlook (StockStory)
06:22AM	Moderna extends rally after drug-trial results, and other early market movers (MarketWatch)
Jan-21-26 06:30PM	Pinnacle Financial (PNFP) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
06:10PM	Pinnacle Financial (PNFP) Q4 Earnings and Revenues Lag Estimates (Zacks)
05:17PM	Pinnacle Financial: Q4 Earnings Snapshot (Associated Press Finance)
05:07PM	Pinnacle Financial Partners (NASDAQ:PNFP) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings (StockStory)
04:51PM	PNFP Reports 4Q25 Diluted EPS of $2.13 and Adjusted Diluted EPS of $2.24 (Business Wire)
04:50PM	Synovus announces earnings for the fourth quarter 2025 (Business Wire)
12:20PM	Why Pinnacle Financial Partners (PNFP) Stock Is Trading Up Today (StockStory)
09:40AM	Are Investors Undervaluing Pinnacle Financial Partners (PNFP) Right Now? (Zacks)
09:35AM	Arm upgraded, Flutter downgraded: Wall Street's top analyst calls (The Fly)
08:16AM	Here Are Wednesdays Top Wall Street Analyst Research Calls: Alibaba, Applied Digital, ARM Holdings, FedEx, Flutter Entertainment, Ulta Beauty, and More (24/7 Wall St.)
05:25AM	Johnson & Johnson headlines earnings slate (MarketWatch)
03:59AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye rally after sharp sell-off as government bonds recover some poise; gold hits new record above $4,800; Trump to give Davos speech. (MarketWatch)
Jan-19-26 10:05PM	Pinnacle Financial Partners Earnings: What To Look For From PNFP (StockStory)
Jan-18-26 07:30AM	Trump in Davos, Netflix and Intel results on deck earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps: What to watch this week (Yahoo Finance)
07:30AM	Trump in Davos, Netflix and Intel results on deck as earnings season ramps up: What to watch this week (Yahoo Finance)
Jan-15-26 10:00AM	Earnings Preview: Amerant Bancorp Inc. (AMTB) Q4 Earnings Expected to Decline (Zacks)
09:15AM	Gear Up for Pinnacle Financial (PNFP) Q4 Earnings: Wall Street Estimates for Key Metrics (Zacks)
Jan-14-26 10:00AM	Pinnacle Financial (PNFP) Earnings Expected to Grow: Should You Buy? (Zacks)
Jan-13-26 04:39PM	Pinnacle CEO Kevin Blair and Executive Leaders Ring Opening Bell at New York Stock Exchange (Business Wire)
Jan-12-26 08:00AM	Pinnacle President and CEO Kevin Blair to Hold Fireside Chat at BofA Securities Financial Services Conference (Business Wire)
Jan-08-26 03:42PM	Mamdani Loses Bid to Delay Rent-Control Auction. Flagstar Bank Stock Jumps. (Barrons.com)
Jan-06-26 10:31PM	Regional Banks Stocks Q3 Teardown: Pinnacle Financial Partners (NASDAQ:PNFP) Vs The Rest (StockStory)
01:07PM	Pinnacle Financial Partners CEO Kevin Blair on $8.6 billion merger with Synovus (CNBC TV)
12:59PM	PNC Financial Expands Colorado, Arizona Reach With FirstBank Buyout (Zacks)
Jan-05-26 12:54PM	Pinnacle Financial Completes $8.6B All-Stock Merger With Synovus (Zacks)
09:49AM	PayPal downgraded, Costco upgraded: Wall Street's top analyst calls (The Fly)
07:10AM	Synovus and Pinnacle finalise $8.6bn merger (Retail Banker International)
Jan-02-26 06:30AM	Pinnacle and Synovus Complete Merger to Become Regional Bank Growth Champion (Business Wire)
Dec-30-25 10:00AM	Dear UiPath Stock Fans, Mark Your Calendars for January 2 (Barchart)
Dec-24-25 09:55AM	A Software Stock Is Joining a MidCap Index. Its 2025 Climb Is Continuing (Investopedia)
09:54AM	UiPath Stock Is Surging. Why the AI Winner Is Getting a Big Boost. (Barrons.com)
08:16AM	These Stocks Are Moving the Most Today: Intel, Nike, UiPath, Tesla, AMC, Strategy, Dynavax, and More (Barrons.com)
Dec-23-25 05:55PM	UiPath Set to Join S&P MidCap 400 and Versant Media Group to Join S&P SmallCap 600 (PR Newswire)
12:00PM	Pinnacle Financial (PNFP) Upgraded to Buy: What Does It Mean for the Stock? (Zacks)
Dec-16-25 04:30PM	Pinnacle Financial Partners Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call (Business Wire)
Dec-08-25 09:45AM	Netflix, Tesla downgraded: Wall Street's top analyst calls (The Fly)
Dec-01-25 04:30PM	Pinnacle and Synovus Name Board of Directors for Combined Company (Business Wire)
Nov-26-25 09:46AM	Synovus Secures Federal Regulatory Approval for Merger With Pinnacle (Zacks)
Nov-25-25 07:30PM	Pinnacle and Synovus Receive Federal Bank Regulatory Approval to Combine (Business Wire)
Nov-12-25 01:07PM	Pinnacle Financial Partners Is the No. 4 Best Bank to Work for in the Nation (Business Wire)
11:00AM	Pinnacle and Synovus to Hold Fireside Chat at Goldman Sachs 2025 U.S. Financial Services Conference (Business Wire)
Nov-06-25 10:30AM	Pinnacle and Synovus Shareholders Vote in Favor of Combining Firms (Business Wire)
Nov-04-25 11:03PM	2 Reasons to Like PNFP and 1 to Stay Skeptical (StockStory)
Oct-27-25 01:25PM	Another Multibillion-Dollar Bank Merger Just Arrived Today (Investopedia)
Oct-23-25 03:13PM	Pinnacle Financial Partners Lands in Top 5 Best Workplaces for Women (Business Wire)
Oct-21-25 05:00PM	Pinnacle Financial Partners Announces 3Q25 Dividend (Business Wire)
Oct-16-25 05:01PM	Pinnacle Financial Partners Inc (PNFP) Q3 2025 Earnings Call Highlights: Robust Revenue and EPS ... (GuruFocus.com) -5.94%
03:01PM	Pinnacle Financial Partners, WSFS Financial, Wintrust Financial, WesBanco, and Veritex Holdings Shares Plummet, What You Need To Know (StockStory)
07:00AM	Pinnacle and Synovus Name Banking Leaders for Local Markets, Banking Specialties (Business Wire)
06:26AM	Pinnacle Financial Partners (NASDAQ:PNFP) Beats Q3 Sales Expectations (StockStory)
01:30AM	PNFP Q2 Deep Dive: Hiring-Fueled Growth and Deposit Momentum Shape Outlook (StockStory)
Oct-15-25 07:30PM	Compared to Estimates, Pinnacle Financial (PNFP) Q3 Earnings: A Look at Key Metrics (Zacks)
06:55PM	Pinnacle Financial (PNFP) Tops Q3 Earnings and Revenue Estimates (Zacks)
05:53PM	Pinnacle Financial: Q3 Earnings Snapshot (Associated Press Finance)
05:45PM	PNFP Reports 3Q25 Diluted EPS of $2.19, or $2.27 Excluding Merger-Related Expenses (Business Wire)
09:17AM	Pinnacle Financial Partners Inc (PNFP) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-14-25 09:16AM	What to Expect from Pinnacle Financial Partners Inc (PNFP) Q3 2025 Earnings (GuruFocus.com)
Oct-13-25 11:01PM	What To Expect From Pinnacle Financial Partners's (PNFP) Q3 Earnings (StockStory)
Oct-10-25 10:00AM	Regions Financial (RF) Reports Next Week: Wall Street Expects Earnings Growth (Zacks) -5.26%
09:15AM	Seeking Clues to Pinnacle Financial (PNFP) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics (Zacks)
Oct-08-25 10:00AM	Pinnacle Financial (PNFP) Earnings Expected to Grow: Should You Buy? (Zacks)
12:00AM	2 Reasons to Watch PNFP and 1 to Stay Cautious (StockStory)
Oct-06-25 09:30AM	Pinnacle CEO Terry Turner and Synovus CEO Kevin Blair to Hold Fireside Chat at BancAnalysts Association of Boston Conference (Business Wire)
09:00AM	Fifth Third to buy Comerica for $10.9 billion in deal that will make ninth-largest US commercial bank (Yahoo Finance)
09:00AM	Fifth Third to buy Comerica for $10.9 billion in deal that will make it ninth-largest bank in US (Yahoo Finance)

Pinnacle Financial Partners Inc. engages in the provision of financial solutions. It offers a comprehensive range of banking, investment, trust, mortgage, and insurance services tailored for both commercial and consumer clients. The company was founded on July 23, 2025 and is headquartered in Atlanta, GA.

Founder & ChairmanMr. Michael Terry Turner

FounderMr. Robert A. McCabe Jr.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Blair Kevin S.	Chief Executive Officer	Sep 01 '26	Buy	97.48	2,565	250,036	152,397	Sep 02 09:19 AM
TURNER M TERRY	Director	Aug 17 '26	Proposed Sale	108.13	54,107	5,850,475		Aug 17 08:12 PM
TURNER M TERRY	Chair of the Board	Aug 14 '26	Sale	108.01	66,783	7,213,232	302,230	Aug 17 04:49 PM
TURNER M TERRY	Chair of the Board	Aug 17 '26	Sale	108.13	54,107	5,850,590	248,123	Aug 17 04:49 PM
TURNER M TERRY	Chair of the Board	Aug 13 '26	Sale	108.10	53,601	5,794,268	369,013	Aug 17 04:49 PM
TURNER M TERRY	Director	Aug 14 '26	Proposed Sale	108.01	66,783	7,213,318		Aug 14 05:20 PM
TURNER M TERRY	Director	Aug 13 '26	Proposed Sale	108.10	53,601	5,794,100		Aug 14 08:08 AM
TURNER M TERRY	Chair of the Board	Aug 06 '26	Sale	108.01	2,737	295,623	422,614	Aug 10 04:45 PM
TURNER M TERRY	Director	Aug 06 '26	Proposed Sale	108.01	2,737	295,631		Aug 06 07:38 PM
MCCABE ROBERT A JR	Chief Banking Officer	Jul 24 '26	Buy	99.90	10,013	1,000,299	324,233	Jul 24 12:13 PM
KAMENSKY ALLAN E	Chief Legal Officer	Feb 16 '26	Option Exercise	0.00	807	0	49,747	Feb 18 04:28 PM
KAMENSKY ALLAN E	Chief Legal Officer	Feb 15 '26	Option Exercise	0.00	1,094	0	50,034	Feb 18 04:28 PM
KAMENSKY ALLAN E	Chief Legal Officer	Feb 13 '26	Option Exercise	0.00	738	0	49,678	Feb 18 04:28 PM
Creson Shellie	Chief Risk Officer	Feb 13 '26	Option Exercise	0.00	706	0	25,576	Feb 18 04:28 PM
Blair Kevin S.	Chief Executive Officer	Feb 16 '26	Option Exercise	0.00	4,840	0	154,672	Feb 18 04:27 PM
Blair Kevin S.	Chief Executive Officer	Feb 15 '26	Option Exercise	0.00	6,276	0	156,108	Feb 18 04:27 PM
Blair Kevin S.	Chief Executive Officer	Feb 13 '26	Option Exercise	0.00	4,744	0	154,576	Feb 18 04:27 PM
GREGORY ANDREW J. JR.	Chief Financial Officer	Feb 16 '26	Option Exercise	0.00	1,291	0	50,038	Feb 18 04:27 PM
GREGORY ANDREW J. JR.	Chief Financial Officer	Feb 13 '26	Option Exercise	0.00	1,347	0	50,094	Feb 18 04:27 PM
GREGORY ANDREW J. JR.	Chief Financial Officer	Feb 12 '26	Buy	94.52	1,000	94,520	49,485	Feb 13 04:06 PM
Weislogel Katherine	Former Officer	Feb 12 '26	Proposed Sale	94.85	4,800	455,285		Feb 12 02:28 PM
Weislogel Katherine	Former Officer	Feb 10 '26	Proposed Sale	101.41	9,721	985,782		Feb 10 01:18 PM
AKINS D WAYNE JR	Officer	Feb 02 '26	Proposed Sale	96.34	8,000	770,711		Feb 02 04:48 PM
MCCABE ROBERT A JR	CHAIRMAN	Nov 26 '25	Sale	93.00	6,775	630,075	202,505	Nov 28 09:45 AM
THOMPSON G KENNEDY	Director	Oct 20 '25	Buy	87.63	5,000	438,150	33,372	Oct 21 03:37 PM

Open in Screener

OPAL

OPAL Fuels Inc

1.99

Sep 02 • 3:59 PM ET +0.06 (3.11%)

2.04

Aftermarket • 5:43 PM ET +0.05 (2.44%)

Utilities Utilities - Regulated Gas USA Small NASD

Peers: NWN ATO NJR SR UGI BKH OGS SWX CLNE NFG

| Held by: PBW VTI IWM ISMD VXF IWO VTWO IWC VTWG RSSL

Index	RUT
Market Cap	347.77M
Enterprise Value	1.18B
Income	-0.42M
Sales	339.67M
Book/sh	0.87
Cash/sh	0.53
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	331
IPO	May 24, 2021

P/E	-
Forward P/E	2.30
PEG	0.07
P/S	1.02
P/B	2.29
P/C	3.77
P/FCF	-
EV/EBITDA	39.96
EV/Sales	3.47
Quick Ratio	1.68
Current Ratio	1.82
Debt/Eq	16.38
LT Debt/Eq	15.67
Option/Short	Yes / Yes

EPS (ttm)	-0.02
EPS next Y	0.87
EPS next Q	0.20
EPS this Y	289.99%
EPS next Y	48.18%
EPS next 5Y	31.36%
EPS past 3/5Y	5.41% -
Sales past 3/5Y	13.65% 20.40%
EPS Y/Y TTM	-124.91%
Sales Y/Y TTM	3.38%
EPS Q/Q	-284.67%
Sales Q/Q	6.36%
Earnings	Aug 10 BMO
EPS/Sales Surpr.	-164.77% -8.07%

Insider Own	40.79%
Insider Trans	0.30%
Inst Own	46.48%
Inst Trans	0.95%
ROA	1.92%
ROE	2839.33%
ROIC	4.26%
Gross Margin	22.89%
Oper. Margin	2.13%
Profit Margin	-0.13%
SMA20	-9.03%
SMA50	-10.31%
SMA200	-12.12%
Trades

Shs Outstand	30.36M
Shs Float	17.97M
Short Float	14.13%
Short Ratio	9.86
Short Interest	2.54M
52W High	2.87 -30.66%
52W Low	1.65 20.61%
Volatility	4.99% 7.35%
ATR (14)	0.13
RSI (14)	40.10
Beta	0.78
Rel Volume	0.93
Avg Volume	257.52K
Volume	238,344

Perf Week	-8.72%
Perf Month	-17.08%
Perf Quarter	-10.36%
Perf Half Y	-3.86%
Perf YTD	-15.50%
Perf Year	-13.85%
Perf 3Y	-71.93%
Perf 5Y	-79.44%
Perf 10Y	-
Recom	2.00
Target Price	3.64
Prev Close	1.93
Price	1.99
Change %	3.11%

Date	Action	Analyst	Rating Change	Price Target Change
Sep-03-24	Downgrade	Scotiabank	Sector Outperform → Sector Perform	$8 → $5
Sep-29-23	Initiated	Scotiabank	Sector Outperform	$10.55
Sep-15-23	Initiated	Goldman	Sell	$5.80
May-26-23	Initiated	Janney	Buy	$13
Feb-28-23	Initiated	Piper Sandler	Overweight	$12
Dec-15-22	Initiated	B. Riley Securities	Buy	$14
Dec-14-22	Initiated	Johnson Rice	Buy	$13
Dec-05-22	Initiated	UBS	Buy	$13
Nov-18-22	Upgrade	Tudor, Pickering, Holt & Co.	Hold → Buy

Aug-26-26 08:00AM	OPAL Fuels Upgrades Goshen, California Fueling Station, Increasing RNG/CNG Capacity to 14 Million Gallons Over the Next Decade (Business Wire)
Aug-18-26 08:15AM	ONE Nuclear Energy Appoints Ann Anthony as Chief Financial Officer and Nominates Elizabeth Williams to its Board of Directors (Business Wire)
Aug-13-26 08:00AM	OPAL Fuels Welcomes Congressman Eugene Vindman to Prince William County Renewable Natural Gas Facility (Business Wire)
Aug-10-26 07:00PM	OPAL Fuels Inc (OPAL) (Q2 2026) Earnings Call Highlights: Adjusted EBITDA Surges 40% on Strong ... (GuruFocus.com) +11.59% -5.58%
06:30AM	OPAL Fuels Reports Second Quarter 2026 Results (Business Wire)
08:00AM	Loading…
Jul-30-26 08:00AM	OPAL Fuels to Supply Municipal Refuse Fleet with Renewable Natural Gas Across California's Central Valley (Business Wire) +7.77%
Jul-27-26 07:30AM	OPAL Fuels Announces Second Quarter 2026 Earnings Release Date and Conference Call (Business Wire)
Jun-03-26 06:30AM	OPAL Fuels and GFL Environmental Advance Growth Strategy with New RNG Projects in Alabama and Georgia (Business Wire)
May-12-26 03:05AM	OPAL Fuels Inc (OPAL) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com) -5.02%
May-11-26 12:56PM	OPAL Fuels Inc. Q1 2026 Earnings Call Summary (Moby)
07:00AM	OPAL Fuels Reports First Quarter 2026 Results (Business Wire)
May-08-26 08:00AM	OPAL Fuels Welcomes Congressman Greg Murphy, M.D. to Sapphire Renewable Natural Gas Facility (Business Wire)
Apr-28-26 07:00AM	OPAL Fuels Announces First Quarter 2026 Earnings Release Date and Conference Call (Business Wire)
Apr-21-26 07:00AM	OPAL Fuels Signs $100 Million Master Agreement to Monetize Section 45Z Production Tax Credits (Business Wire)
Apr-01-26 07:00AM	OPAL Fuels Completes Fifth Sale of IRA Investment Tax Credits (Business Wire)
04:15PM	Loading…
Mar-26-26 04:15PM	OPAL Fuels Co-CEO Adam Comora to Deliver Opening Clean Fuels Keynote at ACT Expo (Business Wire)
Mar-16-26 05:00PM	OPAL Fuels Inc (OPAL) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic ... (GuruFocus.com) +27.57% -10.62%
12:41PM	OPAL Fuels Inc. Q4 2025 Earnings Call Summary (Moby)
07:00AM	OPAL Fuels Reports Fourth Quarter and Full Year 2025 Results (Business Wire)
Mar-09-26 04:15PM	OPAL Fuels Announces Closing of $180 Million Preferred Stock Facility (Business Wire)
Feb-23-26 04:15PM	OPAL Fuels Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call (Business Wire)
Nov-19-25 03:10AM	Zacks Industry Outlook Highlights Bloom Energy, OPAL Fuels and FuelCell (Zacks) -9.83%
Nov-18-25 08:47AM	3 Alternative Energy Stocks to Watch Amid Near-Term Challenges (Zacks) +13.00%
Nov-10-25 09:55AM	OPAL FUELS INC (OPAL) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now (Zacks) +9.09%
Nov-08-25 02:12AM	OPAL Fuels Inc (OPAL) Q3 2025 Earnings Call Highlights: Navigating Challenges with Strategic ... (GuruFocus.com)
Nov-06-25 10:10PM	OPAL Fuels Reports Third Quarter 2025 Results (Business Wire) -6.48%
07:27AM	Earnings To Watch: OPAL Fuels Inc (OPAL) Reports Q3 2025 Result (GuruFocus.com)
Nov-05-25 04:15PM	OPAL Fuels Appoints Brian Stupp as Chief Revenue Officer for Fuel Station Services Business (Business Wire)
08:06AM	OPAL Fuels Inc (OPAL) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-28-25 04:15PM	OPAL Fuels Announces Appointment of Scott M. Sutton to Its Board of Directors (Business Wire) -6.37%
04:23PM	Loading…
Oct-23-25 04:23PM	SJI and OPAL Fuels Celebrate Landmark Renewable Natural Gas (RNG) Project with Atlantic County Utilities Authority (Business Wire)
Oct-22-25 04:15PM	OPAL Fuels Announces Third Quarter 2025 Earnings Release Date and Conference Call (Business Wire)
Oct-11-25 09:48AM	OPAL Fuels RNG Facility in NJ Achieves Commercial Operation (Insider Monkey)
Oct-06-25 08:00AM	OPAL Fuels, South Jersey Industries, and Atlantic County Utilities Authority Announce Commercial Operation of RNG Facility (Business Wire) +9.65%
Sep-29-25 04:15PM	OPAL Fuels Announces Appointment of Lance Moll to its Board of Directors (Business Wire) -7.87% -5.98%
Sep-15-25 04:15PM	OPAL Fuels Completes Fourth Sale of IRA Investment Tax Credits (Business Wire)
Aug-07-25 05:15PM	OPAL Fuels Reports Second Quarter 2025 Results (Business Wire)
Aug-06-25 06:45PM	Vital Energy (VTLE) Q2 Earnings Beat Estimates (Zacks)
Jul-24-25 04:59PM	OPAL Fuels Announces Second Quarter 2025 Earnings Release Date and Conference Call (Business Wire)
Jul-14-25 02:43PM	OPAL Fuels (OPAL) Profile Bolstered with Russell 3000 Index Addition (Insider Monkey)
Jul-08-25 07:52AM	The LCFS faces a new political reality, plus RNG news from Viridi, Opal Fuels (Waste Dive)
Jul-06-25 03:48AM	OPAL Fuels Forms JV with Republic Services for New RNG Facility (Insider Monkey)
Jun-30-25 08:00AM	OPAL Fuels Joins Russell 3000 Index (Business Wire)
Jun-24-25 08:00AM	OPAL Fuels Completes Third Sale of IRA Investment Tax Credits (Business Wire)
May-15-25 04:15PM	OPAL Fuels Announces Joint Venture for North Carolina Renewable Natural Gas Production Facility (Business Wire) +10.36%
May-10-25 03:08AM	OPAL Fuels Inc (OPAL) Q1 2025 Earnings Call Highlights: Strong Growth in Revenue and RNG Production (GuruFocus.com)
May-09-25 08:37AM	Why OPAL Fuels Inc. (OPAL) Stock is Surging This Week (Insider Monkey) -8.71%
May-08-25 04:15PM	OPAL Fuels Reports First Quarter 2025 Results (Business Wire)
09:51AM	OPAL Fuels Inc (OPAL) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
May-07-25 11:41AM	OPAL Fuels Inc (OPAL) Q1 2025 Earnings Report Preview: What To Expect (GuruFocus.com) +18.69%
May-05-25 06:35PM	Crescent Energy (CRGY) Q1 Earnings and Revenues Beat Estimates (Zacks) +8.24%
Apr-27-25 06:20AM	OPAL Fuels Inc. (OPAL): Among The High Growth Utility Stocks To Invest In Now (ready for edit 2) (Insider Monkey)
06:20AM	OPAL Fuels Inc. (OPAL): Among The High Growth Utility Stocks To Invest In Now (Insider Monkey)
Apr-24-25 04:30PM	OPAL Fuels Announces First Quarter 2025 Earnings Release Date and Conference Call (Business Wire) +6.43% +16.78%
Apr-23-25 04:30PM	OPAL Fuels Announces Exchange of High-Voting Stock for Low-Voting Stock by Controlling Stockholder (Business Wire) +6.06%
Apr-03-25 08:21AM	Ares launches Sagepoint RNG developer, plus news from Opal, EnVitec, Nexus (Waste Dive) -9.26%
Mar-31-25 08:00AM	OPAL Fuels Completes Sale of IRA Investment Tax Credits for $8.9 Million (Business Wire)
Mar-15-25 03:03AM	OPAL Fuels Inc (OPAL) Q4 2024 Earnings Call Highlights: Strong Year-End Performance Amid Market ... (GuruFocus.com)
Mar-13-25 07:15PM	OPAL Fuels Inc. (OPAL) Reports Q4 Loss, Lags Revenue Estimates (Zacks) -7.26% -12.90%
06:00PM	OPAL Fuels Reports Fourth Quarter and Full Year 2024 Results (Business Wire)
Mar-05-25 08:00AM	OPAL Fuels Expands Fuel Station Services Business in Canada (Business Wire)
Feb-27-25 04:15PM	OPAL Fuels Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call (Business Wire) -6.96%
08:00AM	OPAL Fuels Secures Development Rights on Four New RNG Production Facilities (Business Wire)
Feb-25-25 08:00AM	OPAL Fuels Acquires Public Fueling Station in Visalia, California (Business Wire)
Feb-07-25 09:55AM	Here's Why OPAL FUELS INC (OPAL) Is a Great 'Buy the Bottom' Stock Now (Zacks)
Feb-06-25 09:35AM	Down -11.49% in 4 Weeks, Here's Why You Should You Buy the Dip in OPAL FUELS INC (OPAL) (Zacks)
Feb-03-25 04:15PM	OPAL Fuels Appoints Kazi Hasan as Chief Financial Officer (Business Wire)
Jan-20-25 12:20PM	Earnings Estimates Moving Higher for OPAL FUELS INC (OPAL): Time to Buy? (Zacks)
Jan-10-25 12:00PM	All You Need to Know About OPAL FUELS INC (OPAL) Rating Upgrade to Buy (Zacks)
Jan-08-25 06:52AM	OPAL Fuels secures six-year RNG supply deal to support fuelling stations in US (Offshore Technology)
Jan-07-25 08:00AM	OPAL Fuels Signs 60 Million Gallon RNG Supply Agreement for Five New Fueling Stations Built by OPAL (Business Wire)
Dec-02-24 04:15PM	OPAL Fuels Appoints Darrell Birck as Executive Vice President of Biogas (Business Wire)
Nov-25-24 12:17PM	Is OPAL Fuels Inc. (OPAL) the Best Renewable Energy Penny Stock to Invest In Now? (Insider Monkey)
Nov-09-24 08:15AM	Q3 2024 Opal Fuels Inc Earnings Call (Thomson Reuters StreetEvents)
02:09AM	OPAL Fuels Inc (OPAL) Q3 2024 Earnings Call Highlights: Strong Financial Performance and ... (GuruFocus.com)
Nov-07-24 08:05PM	OPAL Fuels Inc. (OPAL) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:35PM	OPAL Fuels Reports Third Quarter 2024 Results (Business Wire)
07:11AM	What To Expect From OPAL Fuels Inc (OPAL) Q3 2024 Earnings (GuruFocus.com)
05:17AM	OPAL Fuels commences construction of landfill-gas-to-RNG facility in California (Offshore Technology)
Nov-06-24 08:00AM	OPAL Fuels Begins Construction on California Renewable Natural Gas Production Facility (Business Wire)
07:49AM	OPAL Fuels Inc (OPAL) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-31-24 10:02AM	OPAL Fuels Inc. (OPAL) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
08:00AM	OPAL Fuels Begins Commercial Operations of its Polk County Florida RNG Project (Business Wire)
07:33AM	EXCLUSIVE: OPAL Fuels Powers Up New Renewable Gas Facility at Polk County Landfill (Benzinga)
Oct-24-24 04:30PM	OPAL Fuels Announces Third Quarter 2024 Earnings Release Date and Conference Call (Business Wire)
Oct-16-24 01:59PM	The Latest on PepsiCo (Motley Fool)
Oct-09-24 05:49PM	OPAL Fuels Inc (OPAL) Q2 2024 Earnings Call Highlights: Strong EBITDA Growth Amidst Revised RNG ... (GuruFocus.com) +6.88%
Oct-07-24 06:45AM	GFL Environmental and OPAL Fuels Begin Commercial Operations of Their Second RNG Facility (PR Newswire)
Sep-26-24 08:00AM	OPAL Fuels Announces New Fueling Station and Expanded Relationship with GT Carriers (Business Wire)
Sep-18-24 08:00AM	OPAL Fuels Announces Agreement for $11.1 Million Sale of IRA Investment Tax Credits (Business Wire)
Sep-14-24 01:33PM	OPAL Fuels (OPAL): Hedge Funds Are Bullish On This Green Energy Penny Stock Now (Insider Monkey)
Sep-07-24 04:20AM	10 Best Green Energy Penny Stocks to Buy Now (Insider Monkey)
Sep-01-24 07:42PM	OPAL Fuels Inc. (OPAL): Among the Best Algae and Biofuel Stocks to Buy Now (Insider Monkey)
Aug-16-24 06:45AM	Berry and Glatfelter Announce Magnera Board of Director Appointments in Connection With Proposed Merger of Berry's Health, Hygiene and Specialties Global Nonwovens and Films Business With Glatfelter (GlobeNewswire)
Aug-12-24 04:24PM	Is OPAL Fuels Inc. (OPAL) Among the Best Value Penny Stocks According to Analysts? (Insider Monkey) +6.41%
Aug-07-24 07:40PM	OPAL Fuels Inc. (OPAL) Beats Q2 Earnings Estimates (Zacks)
05:30PM	OPAL Fuels Reports Second Quarter 2024 Results (Business Wire)
04:05PM	SJI, OPAL Fuels Begin Construction on Burlington Renewable Natural Gas Facility (Business Wire)
Jul-25-24 04:30PM	OPAL Fuels Announces Second Quarter 2024 Earnings Release Date and Conference Call (Business Wire)
Jul-04-24 03:56PM	7 Cheap Stocks You Can (and Should) Buy for Under $10 (InvestorPlace)

OPAL Fuels, Inc. engages in the production and distribution of low-carbon intensity renewable natural gas. It operates as a vertical waste-to-energy model that combines the upstream production and downstream marketing and distribution of RNG. The company operates under the following segments: RNG Fuel, Fuel Station Services, Renewable Power, and Corporate. The RNG Fuel segment relates to all RNG supply and dispensing activities directly related to the generation and sale of brown gas. The Fuel Station Services provides construction and maintenance services to third-party owners of vehicle fueling stations. The Renewable Power segment generates renewable power which is then sold to public utilities. The Corporate segment consists of activities managed and maintained at the company corporate level. The company was founded in 1998 and is headquartered in White Plains, NY.

Co-Chief Executive OfficerMr. Adam J. Comora

Co-Chief Executive OfficerMr. Jonathan Gilbert Maurer

CFO & Principal Accounting OfficerMr. Kazi Kamrul Hasan

J.D.Mr. John H. Coghlin Esq.

Vice President of Investor Relations & Corporate DevelopmentMr. Todd M. Firestone J.D.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Comora Adam	Co-Chief Executive Officer	Sep 01 '26	Buy	1.93	50,000	96,500	489,626	Sep 02 04:21 PM
Nisar Nadeem	Director	Aug 31 '26	Buy	1.98	10,000	19,800	257,785	Sep 02 04:19 PM
Nisar Nadeem	Director	Sep 01 '26	Buy	1.91	10,000	19,100	267,785	Sep 02 04:19 PM
Sutton Scott McDougald	Director	Jun 11 '26	Buy	1.95	50,000	97,500	50,000	Jun 15 08:31 AM
Nisar Nadeem	Director	Jun 02 '26	Buy	2.32	10,000	23,200	242,785	Jun 04 04:11 PM
Nisar Nadeem	Director	Jun 03 '26	Buy	2.25	5,000	11,250	247,785	Jun 04 04:11 PM
Dols Scott V.	Director	May 21 '26	Buy	2.00	7,946	15,892	245,672	May 21 04:43 PM
Dols Scott V.	Director	May 20 '26	Buy	2.06	4,346	8,953	237,726	May 21 04:43 PM
Dols Scott V.	Director	May 19 '26	Buy	2.05	25,105	51,465	233,380	May 20 04:17 PM
Dols Scott V.	Director	May 18 '26	Buy	2.02	12,603	25,458	208,275	May 20 04:17 PM
Nisar Nadeem	Director	May 18 '26	Buy	2.02	5,000	10,100	232,785	May 20 04:16 PM
Nisar Nadeem	Director	May 14 '26	Buy	2.05	10,000	20,500	217,785	May 18 05:50 PM
Nisar Nadeem	Director	May 15 '26	Buy	1.94	10,000	19,400	227,785	May 18 05:50 PM

Open in Screener

GROV

Grove Collaborative Holdings Inc

1.10

Sep 02 • 4:00 PM ET +0.07 (6.80%)

1.10

Aftermarket • 6:00 PM ET 0.00 (0.00%)

Consumer Defensive Household & Personal Products USA Nano NYSE

GROV Grove Collaborative Holdings Inc daily Stock Chart

Peers: SKIN SLSN UG ACU WALD MAGN EPC HELE IPAR ODD

| Held by: VTI VXF IWC BUSM

Index	-
Market Cap	46.97M
Enterprise Value	80.40M
Income	-7.97M
Sales	158.94M
Book/sh	-0.41
Cash/sh	0.24
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	295
IPO	May 13, 2021

P/E	-
Forward P/E	-
PEG	-
P/S	0.30
P/B	-
P/C	4.51
P/FCF	-
EV/EBITDA	-
EV/Sales	0.51
Quick Ratio	0.54
Current Ratio	1.26
Debt/Eq	2.63
LT Debt/Eq	2.20
Option/Short	Yes / Yes

EPS (ttm)	-0.20
EPS next Y	-0.07
EPS next Q	-0.05
EPS this Y	52.94%
EPS next Y	56.25%
EPS next 5Y	-
EPS past 3/5Y	58.82% 74.44%
Sales past 3/5Y	-18.55% -17.97%
EPS Y/Y TTM	66.08%
Sales Y/Y TTM	-14.25%
EPS Q/Q	69.06%
Sales Q/Q	-16.94%
Earnings	Aug 06 AMC
EPS/Sales Surpr.	50.00% -0.36%

Insider Own	29.32%
Insider Trans	1.30%
Inst Own	14.82%
Inst Trans	0.48%
ROA	-11.92%
ROE	-71.89%
ROIC	-27.97%
Gross Margin	53.64%
Oper. Margin	-1.77%
Profit Margin	-5.02%
SMA20	7.29%
SMA50	0.50%
SMA200	-11.50%
Trades

Shs Outstand	42.70M
Shs Float	30.18M
Short Float	6.06%
Short Ratio	37.27
Short Interest	1.83M
52W High	1.57 -29.94%
52W Low	0.86 27.51%
Volatility	9.45% 6.66%
ATR (14)	0.08
RSI (14)	58.59
Beta	1.06
Rel Volume	9.43
Avg Volume	49.06K
Volume	462,596

Perf Week	12.90%
Perf Month	0.00%
Perf Quarter	-3.51%
Perf Half Y	-16.67%
Perf YTD	0.00%
Perf Year	-27.63%
Perf 3Y	-65.08%
Perf 5Y	-97.72%
Perf 10Y	-
Recom	1.00
Target Price	2.00
Prev Close	1.03
Price	1.10
Change %	6.80%

Date	Action	Analyst	Rating Change	Price Target Change
May-15-25	Downgrade	Telsey Advisory Group	Outperform → Market Perform	$1.20
Aug-09-24	Reiterated	Telsey Advisory Group	Outperform	$3 → $2
Nov-17-22	Initiated	Canaccord Genuity	Buy	$2
Jun-27-22	Initiated	Telsey Advisory Group	Outperform	$10

Aug-11-26 04:05PM	Grove Receives NYSE Continued Listing Standards Notice (Business Wire)
Aug-06-26 04:10PM	Grove Announces Second Quarter 2026 Financial Results (Business Wire)
Aug-05-26 09:47AM	Earnings To Watch: Grove Collaborative Holdings Inc (GROV) Q2 2026 -- GF Value Sees 13% Downside (GuruFocus.com)
09:15AM	Doug Bergeron Launches Campaign to Revitalize Growth at Ethan Allen and Nominates Alternative Slate of Director Candidates (Business Wire)
Jul-23-26 04:05PM	Grove to Report Second Quarter 2026 Financial Results on August 6, 2026 (Business Wire)
04:05PM	Loading…
Jun-09-26 04:05PM	Grove Collaboratives Flagship Brand, Grove Co., Joins 1% for the Planet, Committing 1% of Annual Sales to Environmental Causes (Business Wire)
May-13-26 11:00AM	Grove Collaborative Releases 2025 Annual Sustainability Report, Advancing Leadership in Plastic Reduction and Human Health Standards (Business Wire)
May-08-26 08:30AM	Grove Collaborative Holdings, Inc. Q1 2026 Earnings Call Summary (Moby)
May-07-26 04:10PM	Grove Announces First Quarter 2026 Financial Results (Business Wire)
Apr-23-26 04:05PM	Grove to Report First Quarter 2026 Financial Results on May 7, 2026 (Business Wire) -11.38%
Mar-19-26 12:28PM	Grove Collaborative and Oceanic Preservation Society Launch The Unplastic Shop to Help Consumers Reduce Plastic Exposure at Home (Business Wire)
Mar-06-26 08:30AM	Grove Collaborative Holdings, Inc. Q4 2025 Earnings Call Summary (Moby)
03:53AM	Grove Collaborative Q4 Earnings Call Highlights (MarketBeat)
Mar-05-26 04:10PM	Grove Announces Fourth Quarter and Full Year 2025 Financial Results (Business Wire)
Mar-04-26 07:25AM	What To Expect From Grove Collaborative Holdings Inc (GROV) Q4 2025 Earnings (GuruFocus.com)
04:05PM	Loading…
Feb-19-26 04:05PM	Grove to Report Fourth Quarter and Full Year 2025 Financial Results on March 5, 2026 (Business Wire)
Nov-14-25 12:06AM	Grove Collaborative Holdings Inc (GROV) Q3 2025 Earnings Call Highlights: Navigating Challenges ... (GuruFocus.com)
Nov-13-25 04:10PM	Grove Announces Third Quarter 2025 Financial Results (Business Wire)
Nov-12-25 07:35AM	What To Expect From Grove Collaborative Holdings Inc (GROV) Q3 2025 Earnings (GuruFocus.com)
Oct-30-25 04:10PM	Grove to Report Third Quarter 2025 Financial Results on November 13, 2025 (Business Wire)
Aug-19-25 08:00AM	Sidoti Events, LLC's Virtual August Micro-Cap Conference (ACCESSWIRE)
Aug-11-25 09:00AM	Grove Collaborative Taps Novi to Power Verified Product Claims Across Its Full Marketplace (PR Newswire)
08:42AM	Grove Collaborative to review strategic options as Q2 revenue declines (Retail Dive)
Aug-08-25 03:44AM	Grove Collaborative Holdings Inc (GROV) Q2 2025 Earnings Call Highlights: Strategic Platform ... (GuruFocus.com) +7.75%
Aug-07-25 06:16PM	Grove Collaborative Posts Drop in 2Q Revenue But Bullish Outlook (Exec Edge)
04:10PM	Grove Announces Second Quarter 2025 Financial Results (Business Wire)
Jul-31-25 04:10PM	Grove to Present at Upcoming Investor & Micro Cap Conferences (Business Wire)
Jul-24-25 04:10PM	Grove to Report Second Quarter 2025 Financial Results on August 7, 2025 (Business Wire)
Jul-22-25 09:00AM	Grove Collaborative Announces U.S. Microplastics Survey Results (Business Wire) +5.48%
Jul-08-25 04:12PM	HumanCo Investments Sends Letter to the Board of Directors of Grove Collaborative (PR Newswire) +26.50%
09:00AM	Loading…
Jun-03-25 09:00AM	Grove Collaborative Taps RELEX Solutions to Streamline Planning and Support Sustainable Growth (Business Wire)
May-16-25 04:10PM	Grove Receives NYSE Continued Listing Standards Notice (Business Wire) -5.04%
May-14-25 06:19PM	Grove Collaborative Updates 2025 Outlook, Focuses on Customer Experience (Exec Edge)
04:10PM	Grove Announces First Quarter 2025 Financial Results (Business Wire)
May-08-25 08:00AM	Grove Collaborative Releases Annual Sustainability Report & Announces Science-Based Targets (Business Wire)
Apr-30-25 04:10PM	Grove to Report First Quarter 2025 Financial Results on May 14, 2025 (Business Wire) -5.26%
Apr-08-25 08:00AM	Grove Debuts New Connected TV Ad, Expanding Reach to 57 Million Conscientious Consumers (Business Wire) -8.06%
Apr-01-25 07:00AM	Grove Collaborative Launches The Grove Co. 5% Collection (Business Wire)
Mar-25-25 03:08PM	Why Grove Collaborative Holdings Inc (GROV) Is Surging In 2025? (InsiderMonkey)
Mar-11-25 05:35PM	Grove Delivers Positive Cash Flow; Acquires 8Greens, Grab Green (Exec Edge)
04:11PM	Grove Collaborative Announces 8Greens Acquisition (Business Wire)
04:10PM	Grove Announces Fourth Quarter and Full Year 2024 Financial Results (Business Wire)
Feb-25-25 04:10PM	Grove to Report Fourth Quarter and Full Year 2024 Financial Results on March 11, 2025 (Business Wire)
Feb-24-25 12:00PM	Grove Collaborative Launches Spring Limited Edition Collection with The 5 Gyres Institute (Business Wire)
Feb-11-25 04:15PM	Grove Collaborative Announces Asset Purchase Agreement with Grab Green (Business Wire) +6.25%
Feb-06-25 09:00AM	Grove Launches New Home Planet Blog, Customer Resource to Provide Trusted Information on Environmental and Human Health (Business Wire) -6.43%
Jan-31-25 01:08PM	The C-Suite View: Interview Highlights From ICR Conference 2025 (IPO-Edge.com)
Jan-21-25 01:58PM	Grove Collaborative CEO Jeff Yurcisin on Going Plastic-Neutral: ICR Conference 2025 (Exec Edge) +6.77%
Nov-14-24 09:50AM	Grove Maintains Adjusted EBITDA Fiscal Guidance (Exec Edge)
Nov-12-24 04:10PM	Grove Announces Third Quarter 2024 Financial Results (Business Wire) -11.84%
Oct-30-24 04:51PM	Grove to Report Third Quarter 2024 Financial Results on November 12, 2024 (Business Wire)
04:10PM	Grove to Report Second Quarter 2024 Financial Results on November 12, 2024 (Business Wire)
Oct-21-24 12:00PM	Grove Collaborative Announces Beyond Plastic Stay Partnership Pilot with Crescent Hotels & Resorts (Business Wire)
Sep-23-24 04:30PM	Grove Collaborative Announces $15M PIPE Investment from Volition Capital (Business Wire) -6.43% +5.34%
Sep-12-24 08:30AM	Grove Collaborative Invests in Industry-Leading Tech Stack to Grow Customer Lifetime Value via Enhanced Customer Experiences (Business Wire)
Aug-08-24 09:58PM	GROV Stock Earnings: Grove Collaborative Hldgs Misses EPS, Misses Revenue for Q2 2024 (InvestorPlace) -6.29%
05:50PM	Grove Sees 4th Consecutive Quarter of Positive Adjusted EBITDA; Updates FY Guidance (Exec Edge)
04:10PM	Grove Announces Second Quarter 2024 Financial Results (Business Wire)
Jul-25-24 04:10PM	Grove to Report Second Quarter 2024 Financial Results on August 8, 2024 (Business Wire)
Jul-01-24 09:00AM	Grove Collaborative Announces New Sustainability Goals, Recommits to Moving the Industry Beyond Plastic (Business Wire)
May-16-24 08:00AM	Grove Collaborative Announces B Corporation Recertification & Releases 2023-2024 Sustainability Report (Business Wire)
May-14-24 05:14PM	Grove Collaborative Maintains 2024 Guidelines Amid Strategic Changes (Exec Edge) -7.83%
04:05PM	Grove Announces First Quarter 2024 Financial Results (Business Wire)
May-08-24 03:01PM	Grove Co.s Bold, Sustainable Rebrand Recognized in The Dieline Awards 2024 Sustainable Packaging Category (Business Wire)
May-01-24 08:00AM	Grove Collaborative Launches Summer Limited Edition Collection with The Nature Conservancy (Business Wire)
Apr-30-24 04:05PM	Grove to Report First Quarter 2024 Financial Results on May 14, 2024 (Business Wire)
Mar-28-24 09:00AM	Grove Collaborative Launches Grove Co. Rebrand with New Ready-to-Use Assortment in Beautifully Sustainable Aluminum Packaging (Business Wire)
Mar-07-24 05:58PM	Grove Collaborative Sees Consecutive Quarter of Positive Adjusted EBITDA (Exec Edge) -5.83% -6.19%
Mar-06-24 04:05PM	Grove Announces Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-22-24 04:05PM	Grove to Report Fourth Quarter and Full Year 2023 Financial Results on March 6, 2024 (Business Wire)
Jan-18-24 09:00AM	Grove Collaborative Appoints Scott Giesler as General Counsel (Business Wire)
Jan-11-24 09:00AM	Grove Collaborative Surpasses 15 Million Pounds of Nature-Bound Single-Use Plastic Collected Through Plastic Neutrality Commitment & Partnerships (Business Wire)
Nov-13-23 06:43AM	Grove Collaboratives DTC active customers decline amid profitability focus (Retail Dive) -5.56%
Nov-12-23 11:44AM	Grove Collaborative Holdings, Inc. (NYSE:GROV) Q3 2023 Earnings Call Transcript (Insider Monkey)
Nov-10-23 08:58AM	Grove Collaborative Sees Record 3Q Net Revenue Per Order, Raises Guidance (Exec Edge) +8.79%
Nov-09-23 04:05PM	Grove Announces Fiscal Third Quarter 2023 Financial Results (Business Wire)
Oct-26-23 04:05PM	Grove to Report Third Quarter 2023 Financial Results on November 9, 2023 (Business Wire) -5.39%
Oct-20-23 08:00AM	Growth Equity Firm Volition Capital Promotes Jim Ferry to Partner (PR Newswire) -7.94%
Aug-23-23 05:01AM	Insider Sell: Christopher Clark Sells 15,000 Shares of Grove Collaborative Holdings Inc (GROV) (GuruFocus.com)
Aug-19-23 10:44AM	Billionaire Stan Druckenmillers Small-Cap Stock Picks (Insider Monkey)
Aug-15-23 11:37AM	Sustainability, efficacy is an 'absolute priority' in Grove Collaborative products: Co-founder (Yahoo Finance Video) +30.14%
07:37AM	Q2 2023 Grove Collaborative Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-14-23 08:06PM	Grove Collaborative Announces New CEO, Maintains 2023 Revenue Guidance (Exec Edge)
04:06PM	Grove Collaborative Announces Leadership Updates (Business Wire)
04:05PM	Grove Collaborative Changes CEO, Raises $10 Million After SPAC Flameout (Bloomberg)
04:05PM	Grove Announces Fiscal Second Quarter 2023 Financial Results (Business Wire)
Aug-08-23 04:05PM	Grove to Report Second Quarter 2023 Financial Results on August 14, 2023 (Business Wire)
May-31-23 09:01AM	Grove Collaborative Releases Annual Sustainability Report (Business Wire)
May-28-23 08:09AM	Independent Director of Grove Collaborative Holdings Picks Up 21% More Stock \ (Simply Wall St.)
May-25-23 04:05PM	Grove Collaborative Announces 1-for-5 Reverse Stock Split (Business Wire) -10.69%
May-17-23 09:01AM	Grove Co. Announces New Retail Partnerships with Kroger, Costco and Hannaford (Business Wire)
May-12-23 06:38AM	Q1 2023 Grove Collaborative Holdings Inc Earnings Call (Thomson Reuters StreetEvents)
May-11-23 04:33PM	Grove Collaborative Posts Better Margins and Expects to Be Breakeven Ahead of Schedule (Exec Edge) +9.95%
04:05PM	Grove Announces First Fiscal Quarter 2023 Financial Results (Business Wire)
Apr-16-23 09:15AM	14 Best Beauty Stocks To Buy Now (Insider Monkey)
Mar-23-23 06:22AM	The Independent Director of Grove Collaborative Holdings, Inc. (NYSE:GROV), John Replogle, Just Bought 51% More Shares (Simply Wall St.)
Mar-17-23 06:28AM	US$2.00: That's What Analysts Think Grove Collaborative Holdings, Inc. (NYSE:GROV) Is Worth After Its Latest Results (Simply Wall St.)
04:56AM	Grove Collaborative Holdings, Inc. (NYSE:GROV) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-16-23 04:05PM	Grove to Present at the Canaccord Genuity eCommerce Sustainable Advantage Forum (Business Wire) -13.75%
Mar-15-23 07:10AM	Q4 2022 Grove Collaborative Holdings Inc Earnings Call (Thomson Reuters StreetEvents) -10.49%

Grove Collaborative Holdings, Inc. engages in the business of innovating sustainability-oriented consumer products. It is also involved in transforming consumer products into a positive force for human and environmental good. The company was founded by Stuart Landesberg and Christopher Clark in 2012 and is headquartered in San Francisco, CA.

CEOMr. Jeff Yurcisin

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Karp Jason H.	Director	Sep 01 '26	Buy	1.03	55,000	56,529	575,000	Sep 02 06:41 PM
Karp Jason H.	Director	Sep 02 '26	Buy	1.08	15,200	16,357	590,200	Sep 02 06:41 PM
Yurcisin Jeffrey Michael	President & CEO	Sep 01 '26	Buy	1.05	90,000	94,689	815,472	Sep 02 03:06 PM

Open in Screener

UAMY

United States Antimony Corp

5.29

Sep 02 • 3:59 PM ET +0.61 (13.03%)

5.25

Aftermarket • 6:58 PM ET -0.04 (-0.76%)

Basic Materials Other Industrial Metals & Mining USA Small NYSE

UAMY United States Antimony Corp daily Stock Chart

Peers: EMAT ALM MP USAR TMC CENX BHP RIO AA FCX

| Held by: XME REMX VTI IWM VXF IWO VTWO IWC VAW RAAX

Index	RUT
Market Cap	791.75M
Enterprise Value	746.02M
Income	-16.26M
Sales	36.44M
Book/sh	1.21
Cash/sh	0.31
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	101
IPO	Feb 10, 1997

P/E	-
Forward P/E	72.14
PEG	-
P/S	21.73
P/B	4.37
P/C	17.17
P/FCF	-
EV/EBITDA	-
EV/Sales	20.47
Quick Ratio	8.29
Current Ratio	11.54
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	-0.12
EPS next Y	0.07
EPS next Q	-0.02
EPS this Y	-100.00%
EPS next Y	191.67%
EPS next 5Y	-
EPS past 3/5Y	- 5.21%
Sales past 3/5Y	52.61% 49.62%
EPS Y/Y TTM	-1309.41%
Sales Y/Y TTM	35.89%
EPS Q/Q	-50.00%
Sales Q/Q	-24.70%
Earnings	Aug 11 AMC
EPS/Sales Surpr.	-100.00% -63.48%

Insider Own	10.23%
Insider Trans	0.49%
Inst Own	61.04%
Inst Trans	8.23%
ROA	-13.65%
ROE	-14.87%
ROIC	-8.97%
Gross Margin	-35.57%
Oper. Margin	-65.18%
Profit Margin	-44.62%
SMA20	-3.51%
SMA50	-10.06%
SMA200	-31.22%
Trades

Shs Outstand	149.47M
Shs Float	134.36M
Short Float	24.85%
Short Ratio	4.63
Short Interest	33.39M
52W High	19.71 -73.16%
52W Low	4.14 27.78%
Volatility	7.47% 7.43%
ATR (14)	0.48
RSI (14)	47.69
Beta	0.37
Rel Volume	1.34
Avg Volume	7.21M
Volume	9,666,239

Perf Week	4.55%
Perf Month	-13.56%
Perf Quarter	-42.25%
Perf Half Y	-45.35%
Perf YTD	5.38%
Perf Year	22.74%
Perf 3Y	1130.23%
Perf 5Y	450.98%
Perf 10Y	1310.67%
Recom	1.00
Target Price	11.26
Prev Close	4.68
Price	5.29
Change %	13.03%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-20-25	Initiated	William Blair	Outperform
Mar-21-25	Initiated	B. Riley Securities	Buy	$3
Dec-10-24	Initiated	H.C. Wainwright	Buy	$2.50

Aug-25-26 07:55AM	United States Antimony Provides Update on Mining Success at Stibnite Hill, Montana (ACCESSWIRE)
Aug-19-26 11:52AM	United States Antimony Launches $100M Buyback Program Heres What Triggered The Move (Stocktwits) +10.19%
09:28AM	US Antimony Shares Rise After Board Approves $100 Million Buyback (InvestorsHub)
07:55AM	United States Antimony Announces $100 Million Share Repurchase Program (ACCESSWIRE)
Aug-12-26 08:30AM	United States Antimony Corporation Q2 2026 Earnings Call Summary (Moby) -24.47%
01:24AM	Loading…
01:24AM	UAMY Stock Plunges 15% Overnight As Low Antimony Prices Hurt, But Retail Traders Stay Bullish (Stocktwits)
01:03AM	United States Antimony Corp (UAMY) (Q2 2026) Earnings Call Highlights: Antimony Volumes Surge ... (GuruFocus.com)
Aug-11-26 04:05PM	United States Antimony Corporation Reports Second Quarter and Six Months Ended June 30, 2026 Financial and Operating Results (ACCESSWIRE)
Aug-10-26 08:05AM	United States Antimony Corporation CEO to be Featured on Bloomberg Television (ACCESSWIRE)
Aug-07-26 06:45PM	United States Antimony Corporation CEO to be Featured on FOX News ~ Mornings with Maria (ACCESSWIRE) +10.31%
Aug-06-26 04:15PM	United States Antimony Corporation Announces Webcast Time Set for Tuesday, August 11, 2026 at 4:15?PM ET to Report on Second Quarter and Six Months Ended June 30, 2026 Financial and Operating Results (ACCESSWIRE)
Aug-05-26 08:00AM	United States Antimony Corporation Provides Update on Mining Activities (ACCESSWIRE)
Jul-31-26 04:44AM	MP, CRML, TMC, UAMY Stocks In Focus: Goldman Sachs Sees AI Driving A Global Mine-To-Magnet Investment Cycle (Stocktwits)
Jul-28-26 10:15AM	A Junior Just Pulled Rock Grading Double the Historical Numbers From a Nevada Tungsten District the U.S. Badly Needs (PR Newswire)
Jul-21-26 04:42AM	CRML, MP, UAMY, USAR, Stocks Gain Premarket: Retail Cheers Trump's Defense Critical Metals Supply Chain Push (Stocktwits) +8.96%
08:00AM	Loading…
Jul-15-26 08:00AM	United States Antimony Announces Utilization of AI Technology into Certain Mining Projects (ACCESSWIRE) -8.22%
Jul-13-26 11:39AM	Nova Minerals Advances U.S. Defense Supply Chain with Antimony Pilot Plant Buildout (IPO-Edge.com) -7.59%
Jul-07-26 08:00AM	United States Antimony Corporation Announces Today "Wet Commissioning" of Its Radersburg Flotation Mill (ACCESSWIRE) -6.34%
Jul-01-26 08:00AM	United States Antimony Corporation Provides Update on Antimony Shipments to the DoW (ACCESSWIRE) +6.06%
Jun-12-26 10:20AM	The Metal You've Never Heard Of Is Becoming a National-Security Priority -- and America Barely Mines It (PR Newswire)
Jun-09-26 08:00AM	United States Antimony Corporation Provides Status Update on New Antimony Smelter (ACCESSWIRE) -6.79%
Jun-05-26 11:12AM	America's Antimony Gap Is Washington's Problem -- and NevGold Is Racing to Help Close It (PR Newswire) -10.87%
May-27-26 09:10AM	As America Pursues Mineral Independence, A US$2.9 Billion EXIM Loan Signals the Next Phase for Domestic Critical Mineral Projects (PR Newswire)
May-15-26 01:03AM	United States Antimony Corp (UAMY) Q1 2026 Earnings Call Highlights: Strategic Diversification ... (GuruFocus.com) -10.03%
May-14-26 04:18PM	United States Antimony Corporation Reports First Quarter 2026 Financial and Operating Results (ACCESSWIRE)
08:30AM	United States Antimony Corporation Q3 2026 Earnings Call Summary (Moby)
May-13-26 08:53AM	From China's Export Ban To A Nevada Leach Pad: The Junior With a Domestic Solution to the US Antimony Supply Chain (PR Newswire) -5.05%
May-06-26 08:05AM	United States Antimony Announces Shawn Winkler Appointed as Interim Chief Financial Officer (ACCESSWIRE) +13.09%
May-05-26 05:20PM	United States Antimony Corporation Announces Webcast set for Thursday, May 14, 2026, at 4:15 PM Eastern Time on First Quarter 2026 Financial and Operating Results (ACCESSWIRE) -5.11%
May-04-26 10:00AM	Tungsten Up 900% in 12 Months Meets a U.S. Defense Procurement Cliff: How One Junior Is Pricing Into the Reshoring Trade (PR Newswire)
08:00AM	Loading…
Apr-02-26 08:00AM	United States Antimony Announces Restart of Mining Operations on Stibnite Hill, Montana (ACCESSWIRE)
Mar-19-26 11:01PM	United States Antimony Corp (UAMY) Q4 2025 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com) -10.43%
04:00PM	United States Antimony Corporation Reports Fiscal Year 2025 Financial and Operating Results (ACCESSWIRE)
Mar-16-26 04:30PM	United States Antimony Corporation Announces Date for Fiscal Year 2025 Financial and Operating Results (ACCESSWIRE) +19.09% -6.19%
Mar-11-26 08:55AM	NYSE Content Update: United States Antimony Corp. Rings Bell to Mark its Listing (PR Newswire) -6.41%
08:00AM	United States Antimony Corporation CEO to be Featured on Bloomberg Television's Businessweek Daily Today (ACCESSWIRE)
Mar-10-26 05:30PM	United States Antimony Corporation CEO to be Featured on FOX News ~ Mornings with Maria (ACCESSWIRE) +16.98%
08:10AM	Antimony Corporation (UAMY) Benefited from the Export Restrictions (Insider Monkey)
Mar-06-26 08:00AM	United States Antimony Corporation Announces Uplisting to the New York Stock Exchange (ACCESSWIRE)
Mar-05-26 09:39AM	U.S. Antimony Stock Rises After $27M Critical Minerals Funding (Benzinga)
08:00AM	United States Antimony Corporation Selected for Strategic Antimony Supply Chain Expansion Under DoW Initiative (ACCESSWIRE)
Mar-04-26 05:50PM	United States Antimony to Present at Centurion One Capital 9th Annual Growth Conference in Toronto, Ontario, Canada (ACCESSWIRE)
Mar-03-26 08:00AM	United States Antimony Corporation Announces Completion of Technical Report located in Ontario, Canada on Fostung Tungsten Deposit (ACCESSWIRE) -9.95%
Feb-24-26 06:05PM	United States Antimony Corporation to Present at 2026 BMO Global Metals, Mining & Critical Minerals Conference Located at Hollywood, Florida (ACCESSWIRE) +8.14% +9.32%
Feb-10-26 12:00PM	United States Antimony Corporation CEO to be Featured on Bloomberg Television's Businessweek Daily Today (ACCESSWIRE)
09:08AM	What's Going On With United States Antimony Shares Tuesday? (Benzinga)
07:45AM	United States Antimony Corporation CEO to be Featured on FOX News (ACCESSWIRE)
07:30AM	United States Antimony Corporation Announces Significant New Joint Venture With Americas Gold and Silver Corporation (ACCESSWIRE)
Feb-09-26 09:00AM	The $30 Billion Shift: Critical Minerals Enter a New Era (PR Newswire)
Feb-03-26 12:04PM	Project Vault 'Puts America's Best Foot Forward'-Rare Earth Stocks Dig It (Benzinga) +22.77%
06:27AM	Critical Metals, USA Rare Earth, MP Materials Climb In Tuesday Pre-Market: What's Going On? (Benzinga)
Feb-02-26 11:19AM	Stocks Gain on US Manufacturing Strength (Barchart) +7.23%
10:14AM	Stock Indexes Climb as Chip Makers and AI Infrastructure Stocks Rebound (Barchart)
09:15AM	Market Minute 2-2-26- Markets Eye Rare Earth Plan, Metals Rebound (MoneyShow)
Jan-29-26 03:30PM	Critical Minerals Dip As Trump Halts Price Guarantees (Benzinga) -14.54%
12:50PM	United States Antimony Stock Plunges Thursday: What's Happening? (Benzinga)
11:41AM	Rare Earth Stocks Get Rocked: Here Are The Facts (Benzinga)
10:00AM	Inaccurate and Misleading Reuters Article (ACCESSWIRE)
Jan-28-26 08:00AM	United States Antimony Corporation Announces New Hydromet Processing Advancement for Critical Minerals (ACCESSWIRE)
Jan-26-26 08:36AM	Trump administration partners with another rare-earth company. Should you buy the stock? (MarketWatch) -12.44%
Jan-20-26 07:24PM	Relative Strength: Identifying Alpha in Market Weakness (Zacks) +11.82%
02:01PM	United States Antimony (UAMY) Stock Rises After Critical Minerals Facility Acquisition (Benzinga)
08:00AM	United States Antimony Corporation Announces Acquisition of Critical Minerals Flotation Facility (ACCESSWIRE)
Jan-19-26 04:57PM	United States Antimony Corporation (UAMY): A Bull Case Theory (Insider Monkey)
Jan-05-26 08:00AM	United States Antimony Announces Promotion of Melissa Pagen as President and Chief Operating Officer of Bear River Zeolite Company ("BRZ"), the Company's wholly-owned Zeolite Division (ACCESSWIRE) +15.85%
Jan-01-26 05:20AM	Could U.S. Antimony Be the Best Way to Play the Rising Demand for Antimony? (Motley Fool)
Dec-31-25 08:38AM	US Antimony (UAMY) Loses 7.66% on Profit-Taking (Insider Monkey)
Dec-25-25 10:37AM	US Antimony (UAMY) Jumps 5% on Upbeat 2026 (Insider Monkey)
Dec-18-25 11:30AM	MoneyMasters Podcast 12-18-25- Our Pros' "Top Stocks" in '25 Their '26 Picks (MoneyShow)
Nov-27-25 01:33PM	UAMY vs. TMC: A Faceoff Between Two Emerging Critical Minerals Strategies (Zacks)
Nov-25-25 08:00AM	United States Antimony Announces the Appointment of a New Independent Board Member Jon R. Marinelli (ACCESSWIRE)
Nov-24-25 08:21AM	Can UAMY's Domestic Antimony Mining Shift Gross Margins Above 60%? (Zacks)
08:00AM	United States Antimony Corporation Provides New Update Concerning Significant Montana Antimony Mining Activities (ACCESSWIRE)
Nov-18-25 08:55AM	Will UAMY's $352M Contract Lead to a New Critical Mineral Powerhouse? (Zacks)
Nov-14-25 07:51AM	UAMY Stock Jumps 68.4% in 3 Months: Should You Hold or Fold Now? (Zacks)
Nov-13-25 08:53AM	Is UAMY Becoming America's Most Strategic Mineral Supplier? (Zacks) -5.64%
12:00AM	United States Antimony Corp (UAMY) Q3 2025 Earnings Call Highlights: Record Sales and Strategic ... (GuruFocus.com)
Nov-12-25 04:01PM	United States Antimony Corporation Reports Third Quarter and Nine Months Ended September 30, 2025 Financial and Operating Results (ACCESSWIRE) -5.58%
Nov-11-25 08:00AM	United States Antimony Corporation Executes Antimony Supply Agreement with New Industrial Customer for a Term of up to Five Years (ACCESSWIRE) +5.22%
07:25AM	Earnings To Watch: United States Antimony Corp (UAMY) Reports Q3 2025 Result (GuruFocus.com)
Nov-07-25 08:00AM	United States Antimony Corporation Announces Date For Release of Third Quarter and Nine Months Ended September 30, 2025 Financial and Operating Results (ACCESSWIRE) +17.85%
Nov-05-25 06:15PM	Centrus Energy Corp. (LEU) Misses Q3 Earnings and Revenue Estimates (Zacks) -8.75% +11.01%
Nov-03-25 06:55PM	Energy Fuels (UUUU) Reports Q3 Loss, Tops Revenue Estimates (Zacks) -12.76%
Oct-30-25 08:00AM	United States Antimony Corporation Updates Significant Montana Antimony Mining Activities (ACCESSWIRE)
Oct-28-25 08:00AM	United States Antimony Corporation to Present at the Centurion One Capital 3rd Annual Bahamas Summit (ACCESSWIRE)
Oct-27-25 06:36PM	These stocks are falling back to Earth as Trump and China play nice (MarketWatch) -20.32%
03:15PM	5 top rare earth stock picks ahead of Trump and Xi meeting (Yahoo Finance Video)
01:32PM	What easing USChina tensions mean for rare earth stocks (Yahoo Finance Video)
Oct-22-25 08:11PM	United States Antimony Corporation (UAMY): A Bull Case Theory (Insider Monkey) +5.81% -10.53%
07:23PM	United States Antimony (UAMY) Becomes Part Of Jim Cramer's Rare Earth Stock Warning (Insider Monkey)
Oct-21-25 02:00PM	United States Antimony Corporation CEO to be Featured on Fox Business (ACCESSWIRE) -7.74%
04:06AM	United States Antimony (UAMY) Soars 20.0%: Is Further Upside Left in the Stock? (Zacks)
Oct-20-25 12:00PM	United States Antimony CEO to be Featured on Bloomberg Television's Businessweek Daily Today (ACCESSWIRE) +20.02%
Oct-19-25 05:30PM	United States Antimony Corporation Submits Indicative Proposal to Acquire 100% of Larvotto Resources Limited Located in Australia (ACCESSWIRE)
Oct-17-25 08:00AM	United States Antimony Corporation Announces Mining Operations Initiated at Stibnite Hill in Montana (ACCESSWIRE) -10.91%
Oct-14-25 09:08AM	US Antimony (UAMY) Climbs to Fresh High as Firm Bares Critical Minerals Expansion (Insider Monkey)
Oct-13-25 06:01PM	Markets Rebound Nicely Ahead of Q3 Earnings Season (Zacks) +36.86%
Oct-10-25 08:00AM	United States Antimony Corporation Announces $25 Million Registered Direct Offering of Common Stock Priced Above Market Under NYSE Rules (ACCESSWIRE) +12.22%
Oct-07-25 04:05PM	United States Antimony Corporation CEO to be Featured on Fox Business (ACCESSWIRE) +7.54% +9.43%
Oct-06-25 09:55AM	This Little-Known Stock Just Got a Huge Pentagon Boost. Should You Buy Its Shares Here? (Barchart)

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

CEO & ChairmanMr. Gary C. Evans

Executive VPMr. Lloyd Joseph Bardswich P.Eng.

Senior VP & CFO (leave of Absence)Mr. Richard R. Isaak

Interim CFO & Interim Principal Financial OfficerMr. Shawn Winkler

VP of Investor Relations & Global Sales ManagerMr. Jonathan Miller

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Bardswich Lloyd	Dir, EVP & Chief Mining Eng	Sep 01 '26	Buy	4.63	20,000	92,700	932,881	Sep 02 02:28 PM
Carrabba Joseph A	Director	Sep 01 '26	Buy	4.72	21,300	100,536	198,401	Sep 01 05:31 PM
Aguirre Blaise A.	Director	Aug 31 '26	Buy	5.04	1,400	7,049	878,092	Aug 31 07:48 PM
EVANS GARY C	Chairman & CEO	Aug 28 '26	Buy	4.92	20,000	98,400	2,590,028	Aug 28 06:59 PM
Marinelli Jon R	Director	Jun 15 '26	Buy	7.45	12,500	93,125	12,500	Jun 17 01:51 PM
Richard Isaak	CFO	Jun 02 '26	Proposed Sale	9.75	100,000	975,000		Jun 02 11:21 AM
Richard Isaak	CFO	Mar 26 '26	Proposed Sale	9.00	53,334	480,006		Mar 26 12:18 PM
Gary C. Evans	Chairman and CEO	Mar 25 '26	Proposed Sale	9.81	400,000	3,923,150		Mar 25 08:33 PM
JEFFREY FINK	VP, GENERAL MANGER, BRZ	Mar 25 '26	Proposed Sale	10.00	4,055	40,550		Mar 25 06:33 PM
JEFFREY FINK	VP, GENERAL MANGER, BRZ	Mar 25 '26	Proposed Sale	9.28	10,000	92,800		Mar 25 04:37 PM
JEFFREY FINK	VP, GENERAL MANGER, BRZ	Mar 23 '26	Proposed Sale	8.91	5,000	44,526		Mar 25 04:36 PM
Bardswich Lloyd	Director	Mar 25 '26	Proposed Sale	9.82	142,727	1,401,579		Mar 25 03:50 PM
Richard Isaak	CFO	Mar 25 '26	Proposed Sale	10.00	30,000	300,000		Mar 25 01:48 PM
Pagen Melissa	Officer	Mar 23 '26	Proposed Sale	8.84	120,000	1,060,800		Mar 23 01:47 PM
JEFFREY FINK	VP, GENERAL MANGER, BRZ	Oct 03 '25	Proposed Sale	8.16	2,833	23,103		Oct 03 06:32 PM
Richard Isaak	Officer	Oct 01 '25	Proposed Sale	7.00	50,000	350,000		Oct 03 11:28 AM
Jeffrey Russell Fink	VP, GENERAL MANGER, BRZ	Sep 24 '25	Proposed Sale	7.87	12,500	98,375		Oct 02 03:30 PM
Lloyd Bardswich	DIRECTOR	Sep 29 '25	Proposed Sale	6.12	40,000	245,000		Oct 02 02:38 PM
Michael A McManus	board member	Oct 01 '25	Proposed Sale	7.32	50,000	365,792		Oct 01 01:35 PM
EVANS GARY C	Chairman & CEO	Sep 26 '25	Buy	6.13	100,000	613,200	2,378,818	Sep 30 07:44 PM

Open in Screener

GHI

Greystone Housing Impact Investors LP

6.24

Sep 02 • 3:59 PM ET +0.03 (0.48%)

6.29

Aftermarket • 5:00 PM ET +0.05 (0.80%)

Financial Mortgage Finance USA Micro NYSE

GHI Greystone Housing Impact Investors LP daily Stock Chart

Peers: LDI BETR VEL RKT PFSI UWMC WD NMIH PMT ABR

Index	-
Market Cap	145.19M
Enterprise Value	1.21B
Income	-8.50M
Sales	78.22M
Book/sh	11.20
Cash/sh	1.78
Dividend Est.	0.56 (8.97%)
Dividend TTM	0.83 (13.30%)
Dividend Ex-Date	Jun 30, 2026
Dividend Gr. 3/5Y	-4.26% 6.75%
Payout	-
Employees	17
IPO	Apr 02, 1986

P/E	-
Forward P/E	8.91
PEG	-
P/S	1.86
P/B	0.56
P/C	3.50
P/FCF	8.12
EV/EBITDA	19.04
EV/Sales	15.44
Quick Ratio	0.24
Current Ratio	0.24
Debt/Eq	2.73
LT Debt/Eq	2.22
Option/Short	Yes / Yes

EPS (ttm)	-0.37
EPS next Y	0.70
EPS next Q	0.11
EPS this Y	-42.68%
EPS next Y	48.94%
EPS next 5Y	-
EPS past 3/5Y	- -
Sales past 3/5Y	-11.44% 8.37%
EPS Y/Y TTM	-348.41%
Sales Y/Y TTM	-23.84%
EPS Q/Q	68.06%
Sales Q/Q	-11.78%
Earnings	Aug 11
EPS/Sales Surpr.	0.00% 0.00%

Insider Own	2.13%
Insider Trans	0.71%
Inst Own	8.21%
Inst Trans	-0.11%
ROA	-0.29%
ROE	-1.12%
ROIC	-0.35%
Gross Margin	89.53%
Oper. Margin	75.32%
Profit Margin	-10.86%
SMA20	0.47%
SMA50	7.73%
SMA200	0.24%
Trades

Shs Outstand	23.56M
Shs Float	22.77M
Short Float	0.99%
Short Ratio	3.50
Short Interest	0.22M
52W High	10.95 -43.01%
52W Low	4.71 32.48%
Volatility	3.55% 3.72%
ATR (14)	0.23
RSI (14)	54.72
Beta	0.72
Rel Volume	0.16
Avg Volume	64.27K
Volume	10,259

Perf Week	-2.95%
Perf Month	5.23%
Perf Quarter	17.96%
Perf Half Y	-20.41%
Perf YTD	-9.43%
Perf Year	-41.85%
Perf 3Y	-61.12%
Perf 5Y	-66.10%
Perf 10Y	-62.93%
Recom	1.00
Target Price	7.00
Prev Close	6.21
Price	6.24
Change %	0.48%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-20-26	Downgrade	Citizens	Mkt Outperform → Mkt Perform
Aug-01-24	Initiated	Janney	Buy	$17

Aug-17-26 04:15PM	Greystone Housing Impact Investors LP Announces Sale of Vantage at Loveland (GlobeNewswire) +12.59%
Aug-11-26 05:01PM	Greystone Housing Impact Investors LP (GHI) (Q2 2026) Earnings Call Highlights: Strategic ... (GuruFocus.com)
08:30AM	Greystone Housing Impact Investors LP Q2 2026 Earnings Call Summary (Moby)
Aug-10-26 04:25PM	Greystone Housing Impact: Q2 Earnings Snapshot (Associated Press)
04:05PM	Greystone Housing Impact Investors Reports Second Quarter 2026 Financial Results (GlobeNewswire)
09:24AM	Loading…
09:24AM	Earnings To Watch: Greystone Housing Impact Investors LP (GHI) Q2 2026 -- GF Value Sees 42% Downside (GuruFocus.com)
Jul-23-26 04:15PM	Greystone Housing Impact Investors LP Schedules Second Quarter 2026 Earnings Conference Call for Tuesday, August 11th, 2026 at 9:00 a.m. Eastern Time (GlobeNewswire)
Jun-18-26 04:15PM	Greystone Housing Impact Investors LP Announces Release of 2025 Schedule K-3 (GlobeNewswire) +9.06%
Jun-16-26 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Jun-08-26 04:15PM	Greystone Housing Impact Investors LP Announces Resignation of Chief Financial Officer and Appointment of Interim Chief Financial Officer (GlobeNewswire)
May-13-26 08:30AM	Greystone Housing Impact Investors LP Q1 2026 Earnings Call Summary (Moby)
May-12-26 07:02PM	Greystone Housing Impact Investors LP (GHI) Q1 2026 Earnings Call Highlights: Strategic ... (GuruFocus.com)
May-11-26 04:41PM	Greystone Housing Impact: Q1 Earnings Snapshot (Associated Press) -5.91%
04:20PM	Greystone Housing Impact Investors Reports First Quarter 2026 Financial Results (GlobeNewswire)
Apr-23-26 04:15PM	Greystone Housing Impact Investors LP Schedules First Quarter 2026 Earnings Conference Call for Tuesday, May 12th, 2026 at 9:00 a.m. Eastern Time (GlobeNewswire)
09:50AM	Loading…
Mar-20-26 09:50AM	Arm upgraded, Strategy initiated: Wall Street's top analyst calls (The Fly) -9.17%
Mar-19-26 11:02PM	Greystone Housing Impact Investors LP (GHI) Q4 2025 Earnings Call Highlights: Navigating ... (GuruFocus.com)
Mar-18-26 04:45PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Mar-17-26 04:45PM	Greystone Housing Impact Investors LP Schedules Fourth Quarter 2025 Earnings Conference Call and Issues Investor Schedule K-1s (GlobeNewswire) -14.07%
Mar-16-26 04:43PM	Greystone Housing Impact: Q4 Earnings Snapshot (Associated Press Finance)
04:10PM	Greystone Housing Impact Investors Reports Fourth Quarter 2025 Financial Results (GlobeNewswire)
Jan-20-26 04:15PM	Alfonso Costa Jr. to Join Greystone AF Manager LLC Board of Managers (GlobeNewswire)
Dec-16-25 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire) +12.07%
Nov-07-25 12:02AM	Greystone Housing Impact Investors LP (GHI) Q3 2025 Earnings Call Highlights: Strong Leasing ... (GuruFocus.com)
Nov-06-25 08:23AM	Greystone Housing Impact: Q3 Earnings Snapshot (Associated Press Finance) -10.80%
08:15AM	Greystone Housing Impact Investors Reports Third Quarter 2025 Financial Results and Operational Initiatives (GlobeNewswire)
Nov-05-25 07:57AM	Greystone Housing Impact Investors LP (GHI) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-22-25 04:15PM	Greystone Housing Impact Investors LP Schedules Third Quarter 2025 Earnings Conference Call for Thursday, November 6, 2025 at 4:30 p.m. Eastern Time (GlobeNewswire)
Oct-14-25 08:30AM	Greystone Housing Impact Investors LP Issues 500,000 Series B Preferred Units to New Investor (GlobeNewswire)
Oct-09-25 05:15PM	Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:15PM	Loading…
Sep-16-25 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Aug-07-25 09:25AM	Greystone Housing Impact Investors (GHI) Surpasses Q2 Earnings Estimates (Zacks)
08:24AM	Greystone Housing Impact: Q2 Earnings Snapshot (Associated Press Finance)
08:15AM	Greystone Housing Impact Investors Reports Second Quarter 2025 Financial Results (GlobeNewswire)
Aug-06-25 05:55PM	Encore Capital Group (ECPG) Beats Q2 Earnings and Revenue Estimates (Zacks)
Jul-31-25 06:05PM	WisdomTree, Inc. (WT) Meets Q2 Earnings Estimates (Zacks)
Jul-23-25 04:15PM	Greystone Housing Impact Investors LP Schedules Second Quarter 2025 Earnings Conference Call for Thursday, August 7, 2025 at 4:30 p.m. Eastern Time (GlobeNewswire)
Jul-17-25 05:20PM	Community West Bancshares (CWBC) Lags Q2 Earnings and Revenue Estimates (Zacks)
Jul-07-25 04:15PM	Greystone Housing Impact Investors LP Increases Line of Credit Capacity (GlobeNewswire)
Jun-18-25 04:15PM	Greystone Housing Impact Investors LP Extends General Line of Credit Facility (GlobeNewswire)
Jun-17-25 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution and Listing For Sale of Vantage at Fair Oaks (GlobeNewswire)
Jun-16-25 06:05AM	New Strong Buy Stocks for June 16th (Zacks)
05:22AM	Best Value Stocks to Buy for June 16th (Zacks)
03:57AM	Best Income Stocks to Buy for June 16th (Zacks)
Jun-10-25 04:15PM	Greystone Housing Impact Investors LP Announces Release of 2024 Schedule K-3 (GlobeNewswire)
May-07-25 11:32PM	Greystone Housing Impact Investors outlines $52M funding commitments amid robust Q1 performance (Seeking Alpha)
11:32PM	Greystone Housing Impact Investors LP (GHI) Q1 2025 Earnings Call Transcript (Seeking Alpha)
10:00AM	Here are the major earnings after the close today (Seeking Alpha)
09:25AM	Greystone Housing Impact Investors (GHI) Q1 Earnings and Revenues Beat Estimates (Zacks)
08:15AM	Greystone Housing Impact Investors Reports First Quarter 2025 Financial Results (GlobeNewswire)
May-01-25 10:01AM	P10, Inc. (PX) Reports Next Week: What to Know Ahead of the Release (Zacks)
Apr-30-25 05:55PM	Credit Acceptance (CACC) Misses Q1 Earnings Estimates (Zacks)
10:01AM	Analysts Estimate Greystone Housing Impact Investors (GHI) to Report a Decline in Earnings: What to Look Out for (Zacks)
Apr-23-25 04:15PM	Greystone Housing Impact Investors LP Schedules First Quarter 2025 Earnings Conference Call for Wednesday, May 7, 2025 at 4:30 p.m. Eastern Time (GlobeNewswire)
Apr-10-25 12:54PM	StepStone Group (STEP) Stock Jumps 14.8%: Will It Continue to Soar? (Zacks)
Mar-27-25 04:15PM	Greystone Housing Impact Investors LP Issues 2,000,000 Series B Preferred Units (GlobeNewswire)
Mar-18-25 09:55AM	Does Greystone Housing Impact (GHI) Have the Potential to Rally 28.06% as Wall Street Analysts Expect? (Zacks)
Mar-17-25 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Mar-04-25 04:15PM	Greystone Housing Impact Investors Files Form 10-K and Issues Investor Schedule K-1s (GlobeNewswire) +5.53%
Feb-20-25 08:15AM	Greystone Housing Impact Investors Reports Fourth Quarter 2024 and Annual 2024 Financial Results (GlobeNewswire)
Feb-06-25 04:15PM	Greystone Housing Impact Investors LP Schedules Fourth Quarter 2024 Earnings Conference Call for Thursday, February 20, 2025 at 4:30 p.m. Eastern Time (GlobeNewswire)
Feb-04-25 04:17PM	Greystone Housing Impact Investors LP Announces Sale of Vantage at Tomball (GlobeNewswire)
Jan-14-25 08:45AM	Implied Volatility Surging for Greystone Housing Impact (GHI) Stock Options (Zacks)
Jan-02-25 12:00PM	Greystone Housing Impact (GHI) Upgraded to Buy: Here's What You Should Know (Zacks)
Dec-16-24 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Nov-06-24 08:15AM	Greystone Housing Impact Investors Reports Third Quarter 2024 Financial Results (GlobeNewswire)
Oct-23-24 04:15PM	Greystone Housing Impact Investors LP Schedules Third Quarter 2024 Earnings Conference Call for Wednesday, November 6, 2024 at 4:30 p.m. Eastern Time (GlobeNewswire)
Oct-17-24 04:15PM	Greystone Housing Impact Investors LP and BlackRock Impact Opportunities form Joint Venture to Provide Financing for the Construction and/or Rehabilitation of Affordable Housing Across the US (GlobeNewswire)
Oct-08-24 01:18PM	Do Options Traders Know Something About Greystone Housing (GHI) Stock We Don't? (Zacks)
Sep-23-24 04:15PM	Greystone Housing Impact Investors LP Announces Broker's For Sale Listing of Vantage at Hutto (GlobeNewswire)
Sep-16-24 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
Aug-28-24 04:30PM	Greystone Housing Impact Investors LP Announces Release of Schedule K-3 (GlobeNewswire)
Aug-07-24 08:15AM	Greystone Housing Impact Investors Reports Second Quarter 2024 Financial Results (GlobeNewswire)
Jul-24-24 04:15PM	Greystone Housing Impact Investors LP Schedules Second Quarter 2024 Earnings Conference Call for Wednesday, August 7, 2024 at 4:30 p.m. Eastern Time (GlobeNewswire)
Jun-12-24 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution (GlobeNewswire)
May-09-24 03:36AM	Greystone Housing Impact Investors LP (GHI) Q1 2024 Earnings Call Transcript Highlights: Key ... (GuruFocus.com)
May-08-24 08:15AM	Greystone Housing Impact Investors Reports First Quarter 2024 Financial Results (GlobeNewswire)
Apr-23-24 04:15PM	Greystone Housing Impact Investors LP Schedules First Quarter 2024 Earnings Conference Call for Wednesday, May 8, 2024 at 4:30 p.m. Eastern Time (GlobeNewswire)
Mar-13-24 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution and Supplemental BUCs Distribution (GlobeNewswire)
Mar-06-24 04:15PM	Greystone Housing Impact Investors LP Increases Line of Credit to $50 Million (GlobeNewswire)
Mar-04-24 08:30AM	Greystone Housing Impact Investors Files Form 10-K and Issues Investor Schedule K-1s (GlobeNewswire)
Feb-22-24 08:15AM	Greystone Housing Impact Investors Reports Fourth Quarter and Annual 2023 Financial Results (GlobeNewswire)
Feb-07-24 04:15PM	Greystone Housing Impact Investors LP Schedules Fourth Quarter 2023 Earnings Conference Call for Thursday, February 22, 2024 at 4:30 p.m. Eastern Time (GlobeNewswire)
Feb-06-24 08:30AM	Greystone Housing Impact Investors LP Issues 500,000 Series B Preferred Units (GlobeNewswire)
Jan-22-24 04:15PM	Greystone Housing Impact Investors LP Issues 1,750,000 Series B Preferred Units (GlobeNewswire)
Dec-13-23 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution and Supplemental BUCs Distribution (GlobeNewswire)
Dec-11-23 04:15PM	Greystone Housing Impact Investors LP Announces Sale of Suites on Paseo (GlobeNewswire)
Nov-08-23 08:15AM	Greystone Housing Impact Investors Reports Third Quarter 2023 Financial Results (GlobeNewswire)
Nov-06-23 04:15PM	Greystone Housing Impact Investors LP Announces New Secured Financing Transaction (GlobeNewswire)
Oct-24-23 04:15PM	Greystone Housing Impact Investors LP Schedules Third Quarter 2023 Earnings Conference Call for Wednesday, November 8, 2023 at 4:30 p.m. Eastern Time (GlobeNewswire)
Oct-05-23 04:15PM	Greystone Housing Impact Investors LP Announces Broker's For Sale Listing of Vantage at Tomball (GlobeNewswire)
Sep-28-23 01:38PM	Greystone Housing Impact Investors LP Provides Tax-Exempt Bond Construction Financing for Workforce Housing in San Diego County (GlobeNewswire)
Sep-13-23 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution and Supplemental BUCs Distribution (GlobeNewswire)
Sep-04-23 12:00PM	All You Need to Know About Greystone Housing Impact (GHI) Rating Upgrade to Strong Buy (Zacks)
Aug-09-23 08:30AM	Greystone Housing Impact Investors LP Announces Release of Schedule K-3 (GlobeNewswire)
Aug-03-23 08:15AM	Greystone Housing Impact Investors Reports Second Quarter 2023 Financial Results (GlobeNewswire)
Jul-27-23 08:30AM	Robert K. Jacobsen to Join Greystone AF Manager LLC Board of Managers (GlobeNewswire)
Jul-19-23 04:15PM	Greystone Housing Impact Investors LP Schedules Second Quarter 2023 Earnings Conference Call for Thursday, August 3, 2023 at 4:30 p.m. Eastern Time (GlobeNewswire)
Jun-28-23 04:15PM	Greystone Housing Impact Investors LP Announces Sale of Vantage at Conroe (GlobeNewswire)
Jun-14-23 04:15PM	Greystone Housing Impact Investors LP Announces Regular Quarterly Cash Distribution and Supplemental BUCs Distribution (GlobeNewswire)

Greystone Housing Impact Investors LP engages in the acquisition of a portfolio of mortgage revenue bonds that are issued by state and local housing authorities to provide construction and permanent financing for affordable multifamily and student housing and commercial properties. It operates through the following segments: Affordable Multifamily Investment, Seniors and Skilled Nursing Investments, Market-Rate Joint Venture Investments, and MF Properties. The Affordable Multifamily Investment segment consists of the Partnership's portfolio of Mortgage revenue bonds (MRB), Governmental issuer loan (GIL), and related property loans that have been issued to provide construction and permanent financing for multifamily residential and commercial properties in their market areas. The Seniors and Skilled Nursing Investments segment consists of two MRBs and a property loan that have been issued to provide acquisition, construction, and permanent financing for seniors housing and skilled nursing properties. The Market-Rate Joint Venture Investments segment consists of the operations of ATAX Vantage Holdings, LLC, ATAX Freestone Holdings, LLC, ATAX Senior Housing Holdings I, LLC, and ATAX Great Hill Holdings LLC, which make noncontrolling investments in unconsolidated entities for the construction, stabilization, and ultimate sale of market-rate multifamily and seniors housing properties also includes the consolidated Variable interest entity (VIE) of Vantage at San Marcos. The MF Properties segment consists primarily of student housing residential properties that were held by the Partnership. The company was founded on April 2, 1998 and is headquartered in Omaha, NE.

Chief Executive OfficerMr. Kenneth C. Rogozinski

Interim CFO & Corporate ControllerMr. Eric R. Nielsen

Senior Vice PresidentMr. Andy Grier C.F.A.

Managing DirectorMr. Frank Bravo

Managing DirectorMr. Brett Southworth

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rogozinski Kenneth	Chief Executive Officer	Sep 01 '26	Buy	6.24	3,500	21,840	170,233	Sep 02 04:30 PM
Baevsky Jeffrey	Director	Oct 29 '25	Buy	8.67	2,285	19,811	24,100	Nov 17 04:15 PM
Baevsky Jeffrey	Director	Nov 03 '25	Buy	8.30	300	2,490	24,400	Nov 17 04:15 PM

AAT

NPB

VST

CAVA

MIR

PNFP

OPAL

GROV

UAMY

GHI

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