Index DJIA, NDX, S&P 500 P/E 41.06 EPS (ttm) 4.17 Insider Own 10.94% Shs Outstand 10.38B Perf Week -0.42%
Market Cap 1798.84B Forward P/E 29.22 EPS next Y 5.87 Insider Trans -0.76% Shs Float 9.35B Perf Month 5.30%
Income 44.42B PEG 1.35 EPS next Q 1.13 Inst Own 63.21% Short Float 0.86% Perf Quarter -7.36%
Sales 604.33B P/S 2.98 EPS this Y 63.09% Inst Trans 0.59% Short Ratio 1.91 Perf Half Y -3.07%
Book/sh 22.54 P/B 7.60 EPS next Y 24.02% ROA 8.60% Short Interest 80.80M Perf Year 26.62%
Cash/sh 8.54 P/C 20.08 EPS next 5Y 30.50% ROE 21.93% 52W Range 118.35 - 201.20 Perf YTD 12.80%
Dividend Est. - P/FCF 37.21 EPS past 5Y 23.55% ROI 12.02% 52W High -14.82% Beta 1.14
Dividend TTM - Quick Ratio 0.88 Sales past 5Y 20.20% Gross Margin 48.04% 52W Low 44.82% ATR (14) 4.97
Dividend Ex-Date - Current Ratio 1.10 EPS Y/Y TTM 235.53% Oper. Margin 9.12% RSI (14) 44.31 Volatility 2.87% 2.17%
Employees 1525000 Debt/Eq 0.64 Sales Y/Y TTM 12.32% Profit Margin 7.35% Recom 1.22 Target Price 220.34
Option/Short Yes / Yes LT Debt/Eq 0.56 EPS Q/Q 94.94% Payout 0.00% Rel Volume 0.95 Prev Close 177.89
Sales Surprise -0.46% EPS Surprise 21.86% Sales Q/Q 10.12% Earnings Aug 01 AMC Avg Volume 42.39M Price 171.39
SMA20 -1.57% SMA50 -5.75% SMA200 -0.86% Trades
Volume 40,434,639 Change -3.65%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Cantor Fitzgerald
Overweight
$230
Aug-02-24 Reiterated Maxim Group
Buy
$238 → $251
Aug-02-24 Downgrade Itau BBA
Outperform → Market Perform
$186
Jul-30-24 Reiterated UBS
Buy
$217 → $224
Jul-17-24 Reiterated Needham
Buy
$205 → $210
Jul-16-24 Reiterated Goldman
Buy
$225 → $250
Jul-16-24 Initiated Wolfe Research
Outperform
$250
Jul-10-24 Reiterated TD Cowen
Buy
$225 → $245
May-01-24 Reiterated Telsey Advisory Group
Outperform
$200 → $215
May-01-24 Reiterated Monness Crespi & Hardt
Buy
$215 → $225
May-01-24 Reiterated Maxim Group
Buy
$318 → $238
Apr-17-24 Reiterated Truist
Buy
$195 → $216
Apr-17-24 Initiated Maxim Group
Buy
$218
Feb-02-24 Reiterated Wolfe Research
Outperform
$195 → $205
Feb-02-24 Reiterated Wells Fargo
Overweight
$197 → $211
Feb-02-24 Reiterated Wedbush
Outperform
$210 → $220
Feb-02-24 Reiterated The Benchmark Company
Buy
$175 → $200
Feb-02-24 Reiterated Telsey Advisory Group
Outperform
$185 → $200
Feb-02-24 Reiterated TD Cowen
Outperform
$200 → $225
Feb-02-24 Reiterated Susquehanna
Positive
$185 → $220
Show Previous Ratings
Today 06:35PM
10:00AM
(The Wall Street Journal)
07:00AM
06:00AM
05:50AM
05:48AM
Loading…
05:48AM
03:41AM
03:02AM
02:59AM
Sep-06-24 04:59PM
04:29PM
04:01PM
03:45PM
03:45PM
02:43PM
01:30PM
Loading…
01:30PM
10:00AM
(The Wall Street Journal)
09:00AM
06:48AM
05:30AM
(The Wall Street Journal)
04:15AM
04:07AM
Sep-05-24 07:55PM
06:10PM
06:05PM
03:30PM
03:28PM
02:32PM
11:46AM
11:46AM
10:28AM
Loading…
10:28AM
09:25AM
08:44AM
07:59AM
07:44AM
01:02AM
Sep-04-24 11:50PM
08:54PM
07:11PM
05:37PM
05:37PM
05:36PM
05:36PM
05:36PM
05:13PM
04:39PM
04:39PM
04:39PM
04:39PM
04:39PM
03:40PM
03:40PM
03:29PM
02:49PM
02:25PM
02:17PM
01:38PM
12:08PM
(Investor's Business Daily)
10:27AM
09:27AM
08:17AM
07:27AM
06:52AM
06:11AM
05:50AM
05:39AM
04:30AM
Sep-03-24 06:35PM
05:45PM
05:27PM
02:40PM
01:41PM
01:32PM
01:13PM
11:48AM
11:18AM
(Investor's Business Daily)
10:48AM
10:06AM
06:09AM
05:06AM
04:02AM
12:48AM
Sep-02-24 07:09PM
03:55PM
02:47PM
08:57AM
08:00AM
Sep-01-24 10:38PM
09:27PM
06:05PM
09:00AM
07:45AM
05:17AM
04:44AM
03:43AM
Aug-31-24 07:03PM
06:40PM
05:38PM
04:06PM
04:06PM
Amazon.com, Inc. is a multinational technology company, which engages in providing online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment is involved in the retail sales of consumer products including from sellers and subscriptions through North America-focused online and physical stores. The International segment focuses on the amounts earned from retail sales of consumer products including from sellers and subscriptions through internationally focused online stores. The AWS segment includes global sales of computer, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Herrington Douglas J CEO Worldwide Amazon Stores Sep 03 '24 Sale 177.87 3,500 622,545 517,660 Sep 05 04:20 PM Jassy Andrew R President and CEO Aug 21 '24 Option Exercise 0.00 51,960 0 2,077,318 Aug 23 05:18 PM Jassy Andrew R President and CEO Aug 21 '24 Sale 180.77 20,784 3,757,109 2,056,534 Aug 23 05:18 PM Herrington Douglas J CEO Worldwide Amazon Stores Aug 21 '24 Option Exercise 0.00 15,260 0 527,264 Aug 23 05:09 PM Herrington Douglas J CEO Worldwide Amazon Stores Aug 21 '24 Sale 181.20 6,104 1,106,048 521,160 Aug 23 05:09 PM Garman Matthew S CEO Amazon Web Services Aug 21 '24 Sale 180.76 15,260 2,758,409 0 Aug 23 05:02 PM Olsavsky Brian T Senior Vice President and CFO Aug 21 '24 Option Exercise 0.00 14,600 0 63,600 Aug 23 04:55 PM Olsavsky Brian T Senior Vice President and CFO Aug 21 '24 Sale 180.00 14,600 2,628,000 49,000 Aug 23 04:55 PM Zapolsky David Senior Vice President Aug 21 '24 Option Exercise 0.00 14,600 0 74,100 Aug 23 04:49 PM Zapolsky David Senior Vice President Aug 21 '24 Sale 180.88 9,490 1,716,563 64,610 Aug 23 04:49 PM Reynolds Shelley Vice President Aug 21 '24 Option Exercise 0.00 5,472 0 125,252 Aug 23 04:42 PM Reynolds Shelley Vice President Aug 21 '24 Sale 181.04 3,791 686,331 121,461 Aug 23 04:42 PM DOUGLAS HERRINGTON Officer Aug 21 '24 Proposed Sale 178.88 16,604 2,970,124 Aug 21 04:25 PM SHELLEY REYNOLDS Officer Aug 21 '24 Proposed Sale 178.88 2,700 482,976 Aug 21 04:25 PM SHELLEY L REYNOLDS Officer Aug 21 '24 Proposed Sale 178.88 1,091 195,158 Aug 21 04:25 PM Jassy Andrew R Officer Aug 21 '24 Proposed Sale 180.77 20,784 3,757,109 Aug 21 03:51 PM Garman Matthew S Officer Aug 21 '24 Proposed Sale 180.76 15,260 2,758,409 Aug 21 03:45 PM Olsavsky Brian T Officer Aug 21 '24 Proposed Sale 179.99 14,600 2,627,927 Aug 21 10:06 AM Herrington Douglas J CEO Worldwide Amazon Stores Aug 15 '24 Option Exercise 0.00 13,753 0 517,506 Aug 19 04:42 PM Herrington Douglas J CEO Worldwide Amazon Stores Aug 15 '24 Sale 175.29 5,502 964,456 512,004 Aug 19 04:42 PM DOUGLAS HERRINGTON Officer Aug 15 '24 Proposed Sale 170.10 5,502 935,890 Aug 15 04:31 PM Herrington Douglas J CEO Worldwide Amazon Stores Aug 01 '24 Sale 189.25 3,500 662,375 503,753 Aug 05 04:30 PM BEZOS JEFFREY P Executive Chair Jul 11 '24 Sale 200.03 403,974 80,806,192 928,029,899 Jul 15 04:14 PM BEZOS JEFFREY P Executive Chair Jul 09 '24 Sale 200.12 1,996,015 399,442,123 928,700,269 Jul 11 04:09 PM BEZOS JEFFREY P Executive Chair Jul 10 '24 Sale 200.01 266,396 53,281,038 928,433,873 Jul 11 04:09 PM BEZOS JEFFREY P Executive Chair Jul 05 '24 Sale 200.07 3,085,116 617,247,488 931,925,277 Jul 09 04:22 PM BEZOS JEFFREY P Executive Chair Jul 08 '24 Sale 200.36 1,228,993 246,240,055 930,696,284 Jul 09 04:22 PM BEZOS JEFFREY P Executive Chair Jul 02 '24 Sale 200.08 1,463,437 292,807,695 935,211,842 Jul 05 04:15 PM BEZOS JEFFREY P Executive Chair Jul 03 '24 Sale 200.00 201,449 40,290,042 935,010,393 Jul 05 04:15 PM Herrington Douglas J CEO Worldwide Amazon Stores Jul 02 '24 Sale 200.00 12,500 2,500,000 507,253 Jul 03 04:44 PM Herrington Douglas J CEO Worldwide Amazon Stores Jul 01 '24 Sale 195.99 3,500 685,965 519,753 Jul 03 04:44 PM Zapolsky David Senior Vice President Jun 27 '24 Sale 195.00 4,710 918,450 59,500 Jul 01 04:38 PM Herrington Douglas J CEO Worldwide Amazon Stores Jun 03 '24 Sale 177.29 3,500 620,524 523,253 Jun 05 05:09 PM Jassy Andrew R President and CEO May 21 '24 Option Exercise 0.00 51,960 0 2,046,142 May 23 06:02 PM Jassy Andrew R President and CEO May 21 '24 Sale 181.44 20,784 3,770,948 2,025,358 May 23 06:02 PM Herrington Douglas J CEO Worldwide Amazon Stores May 21 '24 Option Exercise 0.00 15,240 0 532,849 May 23 05:54 PM Herrington Douglas J CEO Worldwide Amazon Stores May 21 '24 Sale 181.40 6,096 1,105,838 526,753 May 23 05:54 PM Olsavsky Brian T Senior Vice President and CFO May 21 '24 Option Exercise 0.00 14,600 0 63,600 May 23 05:47 PM Olsavsky Brian T Senior Vice President and CFO May 21 '24 Sale 182.11 14,600 2,658,806 49,000 May 23 05:47 PM Zapolsky David Senior Vice President May 21 '24 Option Exercise 0.00 14,600 0 73,700 May 23 05:40 PM Zapolsky David Senior Vice President May 21 '24 Sale 181.41 9,490 1,721,603 64,210 May 23 05:40 PM Selipsky Adam CEO Amazon Web Services May 21 '24 Option Exercise 0.00 9,000 0 150,124 May 23 05:32 PM Selipsky Adam CEO Amazon Web Services May 21 '24 Sale 181.56 4,100 744,412 146,024 May 23 05:32 PM Selipsky Adam CEO Amazon Web Services May 22 '24 Sale 183.85 500 91,925 145,524 May 23 05:32 PM Reynolds Shelley Vice President May 21 '24 Option Exercise 0.00 2,700 0 122,480 May 23 05:24 PM Reynolds Shelley Vice President May 21 '24 Sale 181.39 2,700 489,750 119,780 May 23 05:24 PM Selipsky Adam CEO Amazon Web Services May 15 '24 Option Exercise 0.00 20,040 0 150,140 May 17 04:40 PM Selipsky Adam CEO Amazon Web Services May 15 '24 Sale 184.67 8,516 1,572,616 141,624 May 17 04:40 PM Selipsky Adam CEO Amazon Web Services May 16 '24 Sale 185.68 500 92,840 141,124 May 17 04:40 PM Herrington Douglas J CEO Worldwide Amazon Stores May 15 '24 Option Exercise 0.00 13,753 0 523,111 May 17 04:30 PM Herrington Douglas J CEO Worldwide Amazon Stores May 15 '24 Sale 184.33 5,502 1,014,160 517,609 May 17 04:30 PM NOOYI INDRA K Director May 15 '24 Option Exercise 0.00 2,120 0 28,220 May 17 04:22 PM RUBINSTEIN JONATHAN Director May 09 '24 Sale 190.00 5,264 1,000,160 104,400 May 13 04:37 PM Alexander Keith Brian Director May 06 '24 Sale 186.22 1,000 186,220 4,760 May 08 04:42 PM Herrington Douglas J CEO Worldwide Amazon Stores May 01 '24 Sale 180.29 3,500 631,012 509,358 May 03 05:16 PM Selipsky Adam CEO Amazon Web Services Apr 18 '24 Sale 181.38 500 90,690 130,600 Apr 22 04:25 PM Selipsky Adam CEO Amazon Web Services Apr 19 '24 Sale 179.00 500 89,500 130,100 Apr 22 04:25 PM Selipsky Adam CEO Amazon Web Services Apr 04 '24 Sale 184.00 500 92,000 131,600 Apr 08 04:24 PM Selipsky Adam CEO Amazon Web Services Apr 05 '24 Sale 182.53 500 91,265 131,100 Apr 08 04:24 PM Herrington Douglas J CEO Worldwide Amazon Stores Apr 01 '24 Sale 180.73 3,500 632,555 512,858 Apr 03 05:24 PM Selipsky Adam CEO Amazon Web Services Mar 21 '24 Sale 180.00 500 90,000 132,600 Mar 25 04:31 PM Selipsky Adam CEO Amazon Web Services Mar 22 '24 Sale 177.58 500 88,790 132,100 Mar 25 04:31 PM Selipsky Adam CEO Amazon Web Services Mar 08 '24 Sale 176.31 500 88,155 133,100 Mar 11 04:34 PM Selipsky Adam CEO Amazon Web Services Mar 07 '24 Sale 174.81 500 87,405 133,600 Mar 11 04:34 PM RUBINSTEIN JONATHAN Director Mar 04 '24 Sale 180.00 5,556 1,000,080 109,664 Mar 06 05:44 PM Jassy Andrew R President and CEO Mar 04 '24 Sale 180.00 50,000 9,000,000 1,994,182 Mar 06 05:39 PM Herrington Douglas J CEO Worldwide Amazon Stores Mar 01 '24 Sale 176.67 3,500 618,345 516,358 Mar 05 04:43 PM McGrath Judith A Director Mar 01 '24 Sale 176.67 2,880 508,810 39,120 Mar 04 04:40 PM McGrath Judith A Director Feb 29 '24 Sale 173.00 2,880 498,240 42,000 Mar 04 04:40 PM Jassy Andrew R President and CEO Feb 21 '24 Option Exercise 0.00 55,120 0 2,066,230 Feb 23 05:43 PM Jassy Andrew R President and CEO Feb 21 '24 Sale 168.79 22,048 3,721,405 2,044,182 Feb 23 05:43 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 21 '24 Option Exercise 0.00 23,720 0 529,346 Feb 23 05:31 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 21 '24 Sale 168.97 9,488 1,603,187 519,858 Feb 23 05:31 PM Olsavsky Brian T Senior Vice President and CFO Feb 21 '24 Option Exercise 0.00 16,800 0 65,800 Feb 23 05:18 PM Olsavsky Brian T Senior Vice President and CFO Feb 21 '24 Sale 168.97 16,800 2,838,696 49,000 Feb 23 05:18 PM Zapolsky David Senior Vice President Feb 21 '24 Option Exercise 0.00 16,800 0 70,020 Feb 23 05:05 PM Zapolsky David Senior Vice President Feb 21 '24 Sale 169.21 10,920 1,847,748 59,100 Feb 23 05:05 PM Selipsky Adam CEO Amazon Web Services Feb 21 '24 Option Exercise 0.00 7,760 0 138,204 Feb 23 04:48 PM Selipsky Adam CEO Amazon Web Services Feb 21 '24 Sale 168.82 3,604 608,440 134,600 Feb 23 04:48 PM Selipsky Adam CEO Amazon Web Services Feb 22 '24 Sale 173.00 500 86,500 134,100 Feb 23 04:48 PM Reynolds Shelley Vice President Feb 21 '24 Option Exercise 0.00 3,100 0 122,880 Feb 23 04:34 PM Reynolds Shelley Vice President Feb 21 '24 Sale 168.97 3,100 523,807 119,780 Feb 23 04:34 PM Jassy Andrew R President and CEO Feb 16 '24 Sale 168.65 50,000 8,432,500 2,014,055 Feb 20 08:00 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 15 '24 Option Exercise 0.00 9,659 0 509,490 Feb 20 07:54 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 15 '24 Sale 170.55 3,864 659,005 505,626 Feb 20 07:54 PM Selipsky Adam CEO Amazon Web Services Feb 15 '24 Option Exercise 0.00 25,640 0 141,700 Feb 20 07:47 PM Selipsky Adam CEO Amazon Web Services Feb 15 '24 Sale 169.44 10,756 1,822,457 130,944 Feb 20 07:47 PM Selipsky Adam CEO Amazon Web Services Feb 16 '24 Sale 168.65 500 84,325 130,444 Feb 20 07:47 PM GORELICK JAMIE S Director Feb 15 '24 Option Exercise 0.00 1,960 0 39,033 Feb 20 07:37 PM WEEKS WENDELL P Director Feb 15 '24 Option Exercise 0.00 1,900 0 42,500 Feb 20 07:31 PM BEZOS JEFFREY P Executive Chair Feb 15 '24 Sale 169.45 5,998,849 1,016,495,300 946,259,874 Feb 20 07:23 PM BEZOS JEFFREY P Executive Chair Feb 16 '24 Sale 169.17 5,998,849 1,014,813,381 940,261,025 Feb 20 07:23 PM BEZOS JEFFREY P Executive Chair Feb 20 '24 Sale 166.79 2,009,208 335,119,014 938,251,817 Feb 20 07:23 PM BEZOS JEFFREY P Executive Chair Feb 14 '24 Sale 169.97 5,998,849 1,019,613,340 952,258,723 Feb 15 04:28 PM BEZOS JEFFREY P Executive Chair Feb 13 '24 Sale 169.03 5,998,849 1,013,990,805 958,257,572 Feb 15 04:28 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 12 '24 Sale 175.00 14,300 2,502,500 499,831 Feb 14 04:29 PM RUBINSTEIN JONATHAN Director Feb 09 '24 Sale 171.00 12,133 2,074,743 115,220 Feb 13 04:41 PM BEZOS JEFFREY P Executive Chair Feb 09 '24 Sale 173.33 5,998,849 1,039,783,382 970,255,270 Feb 13 04:31 PM BEZOS JEFFREY P Executive Chair Feb 12 '24 Sale 173.27 5,998,849 1,039,426,833 964,256,421 Feb 13 04:31 PM Herrington Douglas J CEO Worldwide Amazon Stores Feb 07 '24 Sale 169.99 20,200 3,433,752 514,131 Feb 09 08:57 PM
Index - P/E 17.26 EPS (ttm) 0.95 Insider Own 9.09% Shs Outstand 264.26M Perf Week -8.57%
Market Cap 4.60B Forward P/E 10.45 EPS next Y 1.56 Insider Trans -85.58% Shs Float 256.01M Perf Month 1.24%
Income 252.90M PEG 1.57 EPS next Q 0.31 Inst Own 79.27% Short Float 4.60% Perf Quarter -0.67%
Sales 3.48B P/S 1.32 EPS this Y -3.45% Inst Trans -0.17% Short Ratio 3.21 Perf Half Y 5.56%
Book/sh 12.14 P/B 1.34 EPS next Y 18.92% ROA 3.53% Short Interest 11.79M Perf Year 34.43%
Cash/sh 2.06 P/C 7.93 EPS next 5Y 11.00% ROE 8.10% 52W Range 10.68 - 19.07 Perf YTD 21.61%
Dividend Est. 0.01 (0.09%) P/FCF 15.57 EPS past 5Y 0.10% ROI 4.51% 52W High -14.42% Beta 1.41
Dividend TTM - Quick Ratio 2.20 Sales past 5Y 1.97% Gross Margin 39.86% 52W Low 52.81% ATR (14) 0.54
Dividend Ex-Date - Current Ratio 3.11 EPS Y/Y TTM 18.01% Oper. Margin 15.07% RSI (14) 38.47 Volatility 3.83% 2.72%
Employees 14700 Debt/Eq 0.77 Sales Y/Y TTM -2.89% Profit Margin 7.26% Recom 1.82 Target Price 20.27
Option/Short Yes / Yes LT Debt/Eq 0.76 EPS Q/Q 14.60% Payout 0.00% Rel Volume 0.60 Prev Close 16.67
Sales Surprise -0.84% EPS Surprise 0.76% Sales Q/Q -5.43% Earnings Jul 31 BMO Avg Volume 3.67M Price 16.32
SMA20 -5.77% SMA50 -3.25% SMA200 4.98% Trades
Volume 2,212,106 Change -2.10%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-06-24 Initiated Morgan Stanley
Equal-Weight
$19
Aug-19-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$20 → $22
Mar-08-24 Upgrade Wolfe Research
Peer Perform → Outperform
$20
Feb-29-24 Initiated Jefferies
Buy
$21
Feb-22-24 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$18
Jun-20-23 Downgrade Goldman
Buy → Neutral
$14.50
Feb-10-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Aug-11-22 Downgrade Evercore ISI
Outperform → In-line
$15 → $13.50
Jun-01-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$17 → $14
Apr-06-22 Downgrade Wolfe Research
Outperform → Peer Perform
Dec-06-21 Downgrade Barclays
Overweight → Equal Weight
$22 → $18
May-26-21 Initiated Robert W. Baird
Outperform
$26
May-19-21 Initiated Wolfe Research
Outperform
Feb-23-21 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$17 → $21
Jan-12-21 Downgrade Credit Suisse
Outperform → Neutral
$13 → $15
Oct-13-20 Upgrade UBS
Neutral → Buy
$12 → $15
Aug-10-20 Upgrade Barclays
Equal Weight → Overweight
$13 → $15
Oct-10-19 Downgrade UBS
Buy → Neutral
$9.50
Oct-09-19 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$10
Jun-25-19 Upgrade Goldman
Neutral → Buy
$15
Show Previous Ratings
Sep-06-24 09:04AM
Aug-27-24 04:30PM
Aug-16-24 08:27AM
Aug-15-24 04:48PM
Aug-12-24 12:49AM
08:45AM
Loading…
Jul-31-24 08:45AM
08:01AM
07:40AM
(Associated Press Finance)
07:30AM
Jul-17-24 04:30PM
09:55AM
(Investor's Business Daily)
Jul-16-24 05:45PM
Jul-10-24 04:48AM
Jul-09-24 04:30PM
Jun-20-24 12:03PM
11:01AM
Loading…
Jun-17-24 11:01AM
May-22-24 07:01PM
08:10AM
May-16-24 08:30AM
May-15-24 04:59PM
04:24PM
May-02-24 11:32AM
03:23AM
12:40AM
(Thomson Reuters StreetEvents)
May-01-24 09:25AM
09:12AM
09:10AM
08:07AM
(Associated Press Finance)
08:00AM
Apr-17-24 07:17AM
04:30PM
Loading…
Apr-10-24 04:30PM
Mar-20-24 01:32PM
Mar-11-24 09:00AM
Mar-07-24 03:58PM
(Investor's Business Daily)
Mar-06-24 09:05AM
Mar-01-24 11:35PM
Feb-22-24 02:09PM
(Investor's Business Daily)
Feb-20-24 08:05AM
Feb-17-24 12:07AM
Feb-14-24 04:30PM
Feb-13-24 10:15AM
09:04AM
Feb-12-24 04:15PM
Feb-09-24 11:31AM
04:06AM
(Thomson Reuters StreetEvents)
Feb-08-24 07:45AM
(Associated Press Finance) -5.51%
07:30AM
Jan-25-24 05:06PM
Jan-12-24 02:23PM
(Investor's Business Daily)
Jan-10-24 04:30PM
Jan-09-24 04:30PM
Dec-12-23 08:50AM
Dec-08-23 06:55AM
Dec-07-23 04:16PM
Dec-01-23 09:55AM
Nov-29-23 09:40AM
Nov-16-23 12:20PM
Nov-15-23 09:55AM
08:50AM
Nov-05-23 02:20PM
Nov-04-23 01:20AM
(Thomson Reuters StreetEvents)
Nov-03-23 09:15AM
08:12AM
(Associated Press Finance)
08:00AM
Oct-30-23 04:30PM
Oct-10-23 04:30PM
Sep-01-23 08:30AM
Aug-31-23 08:30AM
Aug-17-23 05:02AM
Aug-09-23 07:18AM
Aug-08-23 04:05PM
Aug-07-23 09:39AM
Aug-05-23 02:46AM
(Thomson Reuters StreetEvents)
Aug-04-23 10:00AM
09:25AM
08:17AM
08:00AM
Aug-03-23 05:55PM
Aug-01-23 09:05AM
08:15AM
Jul-30-23 08:52AM
Jul-11-23 04:30PM
Jul-07-23 11:42AM
Jul-04-23 02:11PM
Jun-28-23 10:33AM
Jun-21-23 09:05AM
Jun-20-23 02:26AM
May-30-23 06:50AM
May-28-23 08:19AM
May-23-23 09:40AM
May-18-23 01:27PM
09:35AM
May-17-23 09:17PM
May-16-23 04:05PM
May-05-23 08:00AM
01:20AM
(Thomson Reuters StreetEvents)
May-04-23 12:42PM
09:25AM
08:00AM
May-02-23 08:15AM
Gates Industrial Corp. Plc is a holding company, which engages in the manufacture of engineered power transmission and fluid solutions. It operates through the following segments: Power Transmission and Fluid Power. The Power Transmission segment includes elastomer drive belts, and related components used to efficiently transfer motion in a broad range of applications. The Fluid Power segment consists of hoses, tubing, and fittings designed to convey hydraulic fluid at high-pressures in both mobile and stationary applications, and high-pressure and fluid transfer hoses used to convey various fluids. The company was founded on September 25, 2017, and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Neely Wilson S Director Aug 21 '24 Buy 16.80 11,952 200,794 6,000 Aug 23 04:46 PM Blackstone Inc. 10% Owner Aug 21 '24 Sale 16.58 30,539,203 506,339,986 31,805 Aug 23 04:40 PM Omaha Aggregator (Cayman) L.P. 10% Owner Aug 21 '24 Sale 16.58 30,539,203 506,339,986 31,805 Aug 23 04:35 PM BX GATES ML-1 HOLDCO LLC 10% Owner Aug 21 '24 Sale 16.58 30,539,203 506,339,986 31,805 Aug 23 04:30 PM Blackstone Inc. 10% Owner May 21 '24 Sale 16.33 20,125,000 328,641,250 77,326 May 23 05:56 PM Omaha Aggregator (Cayman) L.P. 10% Owner May 21 '24 Sale 16.33 20,125,000 328,641,250 77,326 May 23 05:51 PM BX GATES ML-1 HOLDCO LLC 10% Owner May 21 '24 Sale 16.33 20,125,000 328,641,250 77,326 May 23 04:30 PM Mallard Lawrence B Chief Financial Officer Mar 01 '24 Option Exercise 0.00 15,783 0 109,260 Mar 05 05:02 PM Bracken Cristin C. Chief Legal Officer Mar 01 '24 Option Exercise 0.00 9,733 0 53,540 Mar 05 05:02 PM Pitstick Thomas G. Pres. APAC & Global Strategy Mar 01 '24 Option Exercise 0.00 10,766 0 86,450 Mar 05 05:01 PM Jurek Ivo Chief Exec Officer Mar 01 '24 Option Exercise 0.00 63,393 0 735,652 Mar 05 04:59 PM Neely Wilson S Director Feb 28 '24 Buy 14.55 50,000 727,500 106,664 Mar 01 04:39 PM Montgomery Gwendolyn Ann Chief Human Resources Officer Feb 28 '24 Option Exercise 0.00 7,478 0 37,552 Mar 01 04:34 PM Montgomery Gwendolyn Ann Chief Human Resources Officer Feb 26 '24 Option Exercise 0.00 1,376 0 30,750 Feb 27 05:18 PM Montgomery Gwendolyn Ann Chief Human Resources Officer Feb 25 '24 Option Exercise 0.00 5,552 0 32,036 Feb 27 05:18 PM Wisniewski David M Chief Accounting Officer Feb 26 '24 Option Exercise 0.00 2,334 0 37,522 Feb 27 05:18 PM Wisniewski David M Chief Accounting Officer Feb 25 '24 Option Exercise 0.00 3,450 0 36,683 Feb 27 05:18 PM Pitstick Thomas G. Pres. APAC & Global Strategy Feb 26 '24 Option Exercise 0.00 3,423 0 76,668 Feb 27 05:18 PM Pitstick Thomas G. Pres. APAC & Global Strategy Feb 25 '24 Option Exercise 0.00 8,844 0 75,792 Feb 27 05:18 PM Bracken Cristin C. Chief Legal Officer Feb 26 '24 Option Exercise 0.00 3,081 0 44,926 Feb 27 05:17 PM Bracken Cristin C. Chief Legal Officer Feb 25 '24 Option Exercise 0.00 8,069 0 44,814 Feb 27 05:17 PM Mallard Lawrence B Chief Financial Officer Feb 26 '24 Option Exercise 0.00 7,855 0 96,917 Feb 27 05:09 PM Mallard Lawrence B Chief Financial Officer Feb 25 '24 Option Exercise 0.00 13,459 0 94,956 Feb 27 05:09 PM Jurek Ivo Chief Exec Officer Feb 26 '24 Option Exercise 0.00 27,567 0 684,331 Feb 27 05:09 PM Jurek Ivo Chief Exec Officer Feb 25 '24 Option Exercise 0.00 54,574 0 680,662 Feb 27 05:09 PM Neely Wilson S Director Feb 20 '24 Buy 13.24 10,000 132,400 56,664 Feb 22 06:17 PM Blackstone Inc. 10% Owner Feb 16 '24 Sale 12.04 24,276,100 292,405,624 107,324 Feb 21 04:40 PM Omaha Aggregator (Cayman) L.P. 10% Owner Feb 16 '24 Sale 12.04 24,276,100 292,405,624 107,324 Feb 21 04:35 PM BX GATES ML-1 HOLDCO LLC 10% Owner Feb 16 '24 Sale 12.04 24,276,100 292,405,624 107,324 Feb 21 04:30 PM SIMPKINS NEIL P Director Feb 16 '24 Buy 12.20 1,000,000 12,200,000 1,000,000 Feb 20 04:57 PM Eliasson Fredrik J Director Feb 16 '24 Buy 12.20 40,893 498,895 112,012 Feb 20 04:56 PM Jurek Ivo Chief Executive Officer Feb 16 '24 Buy 12.20 20,492 250,002 626,088 Feb 16 07:18 PM Wisniewski David M Chief Accounting Officer Feb 06 '24 Option Exercise 0.00 4,905 0 35,641 Feb 08 05:38 PM Pitstick Thomas G. Chief Strategy Officer Feb 06 '24 Option Exercise 0.00 7,193 0 69,401 Feb 08 05:37 PM Bracken Cristin C. EVP, Chief Legal Officer Feb 06 '24 Option Exercise 0.00 6,473 0 39,470 Feb 08 05:37 PM Mallard Lawrence B EVP, Chief Financial Officer Feb 06 '24 Option Exercise 0.00 16,509 0 89,038 Feb 08 05:36 PM Jurek Ivo Chief Exec Officer & Director Feb 06 '24 Option Exercise 0.00 112,472 0 654,847 Feb 08 05:36 PM BX GATES ML-1 HOLDCO LLC 10% Owner Dec 13 '23 Sale 11.15 17,250,000 192,337,500 143,510 Dec 15 04:30 PM Blackstone Inc. 10% Owner Dec 13 '23 Sale 11.15 17,250,000 192,337,500 143,510 Dec 15 04:30 PM Omaha Aggregator (Cayman) L.P. 10% Owner Dec 13 '23 Sale 11.15 17,250,000 192,337,500 143,510 Dec 15 04:30 PM
Index RUT P/E 5.96 EPS (ttm) 4.18 Insider Own 4.61% Shs Outstand 59.51M Perf Week -20.34%
Market Cap 1.30B Forward P/E 11.82 EPS next Y 2.11 Insider Trans -75.52% Shs Float 49.60M Perf Month -8.28%
Income 245.60M PEG 0.31 EPS next Q 0.51 Inst Own 103.92% Short Float 6.21% Perf Quarter -9.34%
Sales 2.48B P/S 0.52 EPS this Y 18.01% Inst Trans -1.24% Short Ratio 3.90 Perf Half Y 28.62%
Book/sh 7.59 P/B 3.29 EPS next Y 31.46% ROA 18.10% Short Interest 3.08M Perf Year 124.89%
Cash/sh 0.97 P/C 25.68 EPS next 5Y 19.01% ROE 56.90% 52W Range 10.76 - 31.85 Perf YTD 62.14%
Dividend Est. 3.31 (13.27% ) P/FCF 518.75 EPS past 5Y 31.11% ROI 38.59% 52W High -21.70% Beta 1.64
Dividend TTM 0.20 (0.80%) Quick Ratio 0.57 Sales past 5Y 2.26% Gross Margin 12.59% 52W Low 131.79% ATR (14) 1.61
Dividend Ex-Date Sep 27, 2024 Current Ratio 1.85 EPS Y/Y TTM 923.34% Oper. Margin 4.97% RSI (14) 34.54 Volatility 9.84% 4.57%
Employees 6724 Debt/Eq 0.63 Sales Y/Y TTM -3.61% Profit Margin 9.92% Recom 2.75 Target Price 29.88
Option/Short Yes / Yes LT Debt/Eq 0.61 EPS Q/Q 37.04% Payout 25.89% Rel Volume 1.58 Prev Close 25.92
Sales Surprise -6.35% EPS Surprise 13.61% Sales Q/Q -14.79% Earnings Sep 04 BMO Avg Volume 789.90K Price 24.94
SMA20 -14.71% SMA50 -8.82% SMA200 15.39% Trades
Volume 1,245,264 Change -3.78%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-11-24 Initiated Morgan Stanley
Equal-Weight
$29.50
Sep-27-23 Upgrade DA Davidson
Neutral → Buy
$16 → $20
Mar-06-23 Upgrade Robert W. Baird
Neutral → Outperform
$16
Jun-29-22 Initiated DA Davidson
Neutral
$11
Apr-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$14
Jun-16-21 Reiterated Credit Suisse
Underperform
$9.20 → $13
Dec-15-20 Upgrade Morgan Stanley
Underweight → Equal-Weight
$10
Dec-10-20 Downgrade Jefferies
Buy → Hold
$10
Jun-09-20 Downgrade Credit Suisse
Neutral → Underperform
$5 → $6
Jan-14-20 Downgrade Wells Fargo
Equal Weight → Underweight
$13 → $11
Dec-16-19 Downgrade Morgan Stanley
Equal-Weight → Underweight
$11
Sep-27-19 Downgrade BMO Capital Markets
Outperform → Market Perform
$12 → $11
Aug-08-19 Downgrade Goldman
Neutral → Sell
$12
Jan-22-19 Downgrade Credit Suisse
Outperform → Neutral
Jun-07-18 Reiterated Stifel
Buy
$29 → $29
Jun-07-18 Downgrade SunTrust
Buy → Hold
May-10-18 Initiated Longbow
Neutral
Mar-09-18 Downgrade Wells Fargo
Outperform → Market Perform
Mar-02-18 Initiated Morgan Stanley
Equal-Weight
Dec-21-17 Reiterated Stifel
Buy
$33 → $36
Show Previous Ratings
Sep-05-24 04:05PM
Sep-04-24 11:32AM
10:37AM
09:30AM
08:15AM
07:15AM
Loading…
07:15AM
(Associated Press Finance)
07:10AM
07:00AM
Sep-03-24 09:02AM
03:02AM
Aug-19-24 04:05PM
Aug-09-24 02:10PM
Jul-04-24 08:52AM
Jun-06-24 08:02AM
07:00AM
06:33AM
Loading…
06:33AM
(Thomson Reuters StreetEvents)
Jun-05-24 11:53AM
09:30AM
08:15AM
07:34AM
07:11AM
(Associated Press Finance)
07:00AM
May-30-24 04:10PM
May-16-24 08:38AM
Apr-15-24 08:36AM
Apr-10-24 11:35AM
Mar-13-24 08:20PM
04:10PM
Mar-07-24 01:26PM
12:30PM
10:05AM
Loading…
10:05AM
Mar-06-24 11:50PM
(Thomson Reuters StreetEvents)
12:53PM
09:30AM
07:15AM
07:10AM
(Associated Press Finance)
07:00AM
Mar-04-24 11:24AM
Mar-01-24 09:15AM
Feb-29-24 03:26PM
Feb-23-24 09:59AM
Feb-21-24 09:05AM
Feb-19-24 11:47AM
Feb-14-24 07:43PM
Feb-13-24 04:05PM
Jan-30-24 05:48AM
Jan-29-24 07:00AM
Jan-16-24 10:32AM
Jan-14-24 09:06AM
Jan-10-24 02:04PM
Jan-04-24 01:30PM
Dec-22-23 05:06AM
Dec-20-23 03:39PM
Dec-19-23 08:16AM
Dec-13-23 12:51PM
09:30AM
09:01AM
08:25AM
07:32AM
(Associated Press Finance)
07:00AM
Dec-10-23 12:51PM
Dec-08-23 05:49PM
(Investor's Business Daily)
11:44AM
Dec-07-23 11:08AM
Nov-22-23 10:40AM
Nov-21-23 04:08PM
Nov-01-23 04:06PM
Oct-30-23 05:00PM
Oct-23-23 12:45PM
Oct-21-23 03:41AM
Oct-17-23 05:57AM
Oct-16-23 08:43AM
08:37AM
Oct-13-23 05:32AM
Oct-12-23 10:23AM
09:15AM
Oct-09-23 08:50AM
Oct-05-23 12:45PM
07:42AM
Sep-25-23 09:38AM
Sep-21-23 12:20PM
Sep-20-23 07:01AM
Sep-19-23 12:45PM
08:50AM
08:00AM
07:48AM
Sep-17-23 12:02PM
Sep-14-23 03:43AM
(Thomson Reuters StreetEvents) +6.15%
Sep-13-23 09:30AM
07:25AM
07:00AM
06:22AM
Sep-07-23 02:37PM
(Investor's Business Daily)
Aug-31-23 04:11PM
Aug-30-23 07:00AM
Aug-29-23 07:15PM
Aug-24-23 04:01PM
Jul-30-23 08:00PM
Jul-12-23 03:01PM
Jun-29-23 12:45PM
REV Group, Inc. is a holding company, which engages in the design, manufacture, and distribution of specialty vehicles and related aftermarket parts and services. The company sells its products to municipalities, government agencies, private contractors, and industrial and commercial end users. It operates through the following segments: Fire and Emergency, Commercial, and Recreation. The Fire and Emergency segment offers fire apparatus and ambulance products. The Commercial segment is involved in the production of small Type A school buses, transit buses, terminal trucks, and sweepers under the Collins Bus, ENC, Capacity, and Lay-Mor brands. The Recreation segment covers motorized recreational vehicle and application trailers. The company was founded in August 2010 and is headquartered in Brookfield, WI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
AMERICAN INDUSTRIAL PARTNERS C No longer a 10% owner. Mar 15 '24 Sale 17.25 7,395,191 127,567,045 1,767,314 Mar 15 04:31 PM AMERICAN INDUSTRIAL PARTNERS C 10% Owner Feb 20 '24 Sale 15.76 18,400,000 289,938,000 9,162,505 Feb 20 04:15 PM
Index S&P 500 P/E 112.76 EPS (ttm) 8.01 Insider Own 10.39% Shs Outstand 949.38M Perf Week -3.99%
Market Cap 857.96B Forward P/E 40.19 EPS next Y 22.46 Insider Trans -2.00% Shs Float 851.66M Perf Month 16.91%
Income 7.34B PEG 1.55 EPS next Q 4.49 Inst Own 73.47% Short Float 0.74% Perf Quarter 7.81%
Sales 38.92B P/S 22.04 EPS this Y 157.12% Inst Trans 0.66% Short Ratio 1.95 Perf Half Y 15.71%
Book/sh 14.26 P/B 63.29 EPS next Y 38.20% ROA 11.59% Short Interest 6.30M Perf Year 61.21%
Cash/sh 3.54 P/C 255.04 EPS next 5Y 72.95% ROE 59.63% 52W Range 516.57 - 972.53 Perf YTD 54.86%
Dividend Est. 5.66 (0.63%) P/FCF 3328.02 EPS past 5Y 13.74% ROI 19.69% 52W High -7.18% Beta 0.44
Dividend TTM 5.03 (0.56%) Quick Ratio 0.87 Sales past 5Y 9.91% Gross Margin 80.75% 52W Low 74.75% ATR (14) 27.00
Dividend Ex-Date Aug 15, 2024 Current Ratio 1.11 EPS Y/Y TTM 12.98% Oper. Margin 34.50% RSI (14) 46.67 Volatility 2.75% 2.71%
Employees 43000 Debt/Eq 2.13 Sales Y/Y TTM 31.87% Profit Margin 18.86% Recom 1.58 Target Price 1007.57
Option/Short Yes / Yes LT Debt/Eq 1.75 EPS Q/Q 68.00% Payout 77.91% Rel Volume 1.06 Prev Close 912.75
Sales Surprise 13.24% EPS Surprise 42.93% Sales Q/Q 35.98% Earnings Aug 08 BMO Avg Volume 3.23M Price 902.71
SMA20 -3.01% SMA50 0.86% SMA200 18.14% Trades
Volume 3,410,046 Change -1.10%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-12-24 Upgrade Deutsche Bank
Hold → Buy
$1025
Feb-21-24 Downgrade DZ Bank
Buy → Hold
$820
Feb-16-24 Reiterated Morgan Stanley
Overweight
$805 → $950
Dec-21-23 Downgrade Daiwa Securities
Buy → Outperform
$660 → $610
Nov-09-23 Initiated Deutsche Bank
Hold
$535
Oct-20-23 Resumed UBS
Buy
$612 → $710
Aug-09-23 Upgrade Jefferies
Hold → Buy
$408 → $615
Jul-26-23 Reiterated Citigroup
Buy
$360 → $525
Jul-14-23 Initiated HSBC Securities
Buy
$560
May-24-23 Reiterated UBS
Buy
$447 → $498
May-24-23 Reiterated BofA Securities
Buy
$450 → $500
Mar-13-23 Upgrade Wells Fargo
Equal Weight → Overweight
$360 → $375
Mar-06-23 Initiated Jefferies
Hold
$290
Feb-15-23 Downgrade Societe Generale
Hold → Sell
Nov-18-22 Initiated Credit Suisse
Outperform
$395
Sep-22-22 Upgrade UBS
Neutral → Buy
$335 → $363
May-23-22 Initiated SVB Leerink
Outperform
$341
Apr-06-22 Resumed Morgan Stanley
Overweight
$265 → $364
Mar-10-22 Initiated Daiwa Securities
Outperform
$286
Jan-21-22 Upgrade DZ Bank
Hold → Buy
$291
Show Previous Ratings
Today 06:57PM
Sep-06-24 04:52PM
03:38PM
(Investor's Business Daily)
02:03PM
(Investor's Business Daily)
02:03PM
(Investor's Business Daily)
01:31PM
Loading…
01:31PM
(Investor's Business Daily)
11:25AM
10:56AM
10:46AM
09:00AM
08:00AM
(Investor's Business Daily)
04:35AM
04:12AM
Sep-05-24 11:53AM
(Pharmaceutical Technology)
11:32AM
10:23AM
Loading…
10:23AM
09:47AM
09:33AM
09:13AM
08:15AM
07:57AM
06:45AM
06:05AM
04:12AM
(Pharmaceutical Technology)
Sep-04-24 01:29PM
(Investor's Business Daily)
12:34PM
(Investor's Business Daily)
12:00PM
11:40AM
07:35AM
(The Wall Street Journal)
06:00AM
11:32PM
Loading…
Sep-03-24 11:32PM
10:08PM
04:14PM
09:45AM
09:17AM
07:09AM
12:00AM
Sep-02-24 02:47PM
08:09AM
Sep-01-24 07:20AM
Aug-31-24 06:38PM
04:06PM
09:00AM
08:00AM
(Investor's Business Daily)
07:30AM
07:10AM
05:40AM
Aug-30-24 07:56PM
05:02PM
05:00PM
04:17PM
12:14PM
11:12AM
(Investor's Business Daily)
08:00AM
(Investor's Business Daily)
07:45AM
06:30AM
Aug-29-24 09:52PM
01:19PM
(Investor's Business Daily)
09:30AM
05:44AM
03:55AM
Aug-28-24 06:19PM
11:13AM
08:25AM
(Investor's Business Daily)
07:08AM
07:06AM
06:32AM
04:32AM
(Pharmaceutical Technology)
Aug-27-24 06:42PM
05:44PM
05:36PM
05:15PM
04:45PM
04:22PM
(Investor's Business Daily)
04:01PM
04:01PM
(Investor's Business Daily)
04:01PM
03:44PM
(Investor's Business Daily)
03:44PM
01:47PM
(Investor's Business Daily)
12:48PM
12:01PM
12:00PM
(Investor's Business Daily)
11:23AM
11:15AM
11:14AM
11:04AM
10:55AM
10:22AM
10:13AM
(Pharmaceutical Technology)
10:12AM
10:08AM
10:00AM
10:00AM
10:00AM
08:02AM
08:00AM
07:53AM
06:45AM
06:45AM
(The Wall Street Journal)
Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LILLY ENDOWMENT INC 10% Owner Sep 03 '24 Sale 966.69 24,084 23,281,840 96,891,978 Sep 04 04:05 PM LILLY ENDOWMENT INC 10% Owner Aug 27 '24 Sale 968.46 24,552 23,777,668 96,916,062 Aug 28 04:05 PM Zakrowski Donald A Officer Aug 26 '24 Proposed Sale 950.00 750 712,500 Aug 26 04:47 PM Zakrowski Donald A SVP, Finance, & CAO Aug 26 '24 Sale 950.00 750 712,500 6,380 Aug 26 04:21 PM LILLY ENDOWMENT INC 10% Owner Aug 22 '24 Sale 966.33 3,196 3,088,382 96,940,614 Aug 23 04:05 PM LILLY ENDOWMENT INC 10% Owner Aug 22 '24 Proposed Sale 951.97 215,000 204,673,550 Aug 22 12:54 PM LILLY ENDOWMENT INC 10% Owner Jul 10 '24 Sale 939.82 210,000 197,361,398 96,943,810 Jul 11 04:00 PM LILLY ENDOWMENT INC 10% Owner Jul 08 '24 Sale 918.64 93,593 85,977,954 97,153,810 Jul 09 04:00 PM LILLY ENDOWMENT INC 10% Owner Jul 05 '24 Sale 915.18 52,369 47,927,194 97,247,403 Jul 08 04:00 PM LILLY ENDOWMENT INC 10% Owner Jul 03 '24 Sale 915.31 8,848 8,098,655 97,299,772 Jul 03 04:00 PM LILLY ENDOWMENT INC 10% Owner Jul 01 '24 Sale 915.26 58,749 53,770,776 97,308,620 Jul 02 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 28 '24 Sale 915.02 1,441 1,318,545 97,367,369 Jul 01 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 25 '24 Sale 903.82 188,100 170,009,262 97,368,810 Jun 26 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 24 '24 Sale 902.38 17,229 15,547,068 97,556,910 Jun 25 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 20 '24 Sale 902.67 9,671 8,729,733 97,574,139 Jun 21 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 17 '24 Sale 885.91 194,978 172,733,708 97,583,810 Jun 18 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 14 '24 Sale 882.47 15,022 13,256,490 97,778,788 Jun 17 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 10 '24 Sale 860.78 75,510 64,997,274 97,793,810 Jun 11 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 07 '24 Sale 852.29 139,490 118,886,587 97,869,320 Jun 10 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 06 '24 Sale 837.82 179,617 150,485,878 98,008,810 Jun 07 04:00 PM LILLY ENDOWMENT INC 10% Owner Jun 05 '24 Sale 836.32 20,383 17,046,673 98,188,427 Jun 06 04:00 PM Rau Diogo EVP & CIDO Jun 01 '24 Option Exercise 0.00 6,300 0 14,146 Jun 04 04:14 PM LILLY ENDOWMENT INC 10% Owner Jun 03 '24 Sale 829.77 192,794 159,974,050 98,208,810 Jun 04 04:00 PM Zakrowski Donald A SVP, Finance, & CAO Jun 03 '24 Sale 819.47 750 614,602 7,130 Jun 03 04:15 PM Norton Johna EVP, Global Quality Jun 03 '24 Sale 819.38 7,056 5,781,545 25,428 Jun 03 04:14 PM LILLY ENDOWMENT INC 10% Owner May 31 '24 Sale 822.11 22,206 18,255,871 98,401,604 Jun 03 04:00 PM LILLY ENDOWMENT INC 10% Owner May 29 '24 Sale 811.04 130,385 105,747,975 98,423,810 May 30 04:00 PM LILLY ENDOWMENT INC 10% Owner May 28 '24 Sale 809.00 2,052 1,660,068 98,554,195 May 29 04:00 PM LILLY ENDOWMENT INC 10% Owner May 24 '24 Sale 809.21 92,563 74,902,998 98,556,247 May 28 04:00 PM LILLY ENDOWMENT INC 10% Owner May 23 '24 Sale 809.99 50,767 41,120,963 98,648,810 May 24 04:00 PM LILLY ENDOWMENT INC 10% Owner May 22 '24 Sale 804.18 12,974 10,433,483 98,699,577 May 23 04:00 PM LILLY ENDOWMENT INC 10% Owner May 21 '24 Sale 805.45 186,259 150,021,694 98,712,551 May 22 04:00 PM Zakrowski Donald A SVP, Finance, & CAO Mar 11 '24 Sale 753.60 750 565,200 7,880 Mar 11 04:27 PM LILLY ENDOWMENT INC 10% Owner Feb 16 '24 Sale 780.99 169,684 132,521,930 98,898,810 Feb 20 04:05 PM LILLY ENDOWMENT INC 10% Owner Feb 15 '24 Sale 760.46 50,316 38,263,417 99,068,494 Feb 16 04:05 PM LILLY ENDOWMENT INC 10% Owner Feb 09 '24 Sale 740.60 206,257 152,753,428 99,118,810 Feb 12 04:05 PM LILLY ENDOWMENT INC 10% Owner Feb 08 '24 Sale 740.06 8,743 6,470,336 99,325,067 Feb 09 04:05 PM Hakim Anat EVP, GC & Secretary Feb 01 '24 Option Exercise 0.00 4,442 0 26,631 Feb 02 04:32 PM Yuffa Ilya EVP & President, LLY Int'l Feb 01 '24 Option Exercise 0.00 3,702 0 16,676 Feb 02 04:29 PM Ricks David A President, Chair, and CEO Feb 01 '24 Option Exercise 0.00 29,611 0 455,054 Feb 02 04:28 PM Jonsson Patrik EVP&Pres, LLY Dia&Obe, LLY USA Feb 01 '24 Option Exercise 0.00 4,124 0 41,065 Feb 02 04:26 PM Skovronsky Daniel EVP, CSO & Pres. LRL & LLY Imm Feb 01 '24 Option Exercise 0.00 9,941 0 115,262 Feb 02 04:25 PM Norton Johna EVP, Global Quality Feb 01 '24 Option Exercise 0.00 1,268 0 31,382 Feb 02 04:24 PM Van Naarden Jacob EVP & Pres., Loxo@Lilly Feb 01 '24 Option Exercise 0.00 3,618 0 15,463 Feb 02 04:22 PM White Anne E. EVP & Pres, Lilly Neuroscience Feb 01 '24 Option Exercise 0.00 4,124 0 62,050 Feb 02 04:20 PM LILLY ENDOWMENT INC 10% Owner Jan 31 '24 Sale 648.07 78,573 50,920,924 99,333,810 Feb 01 04:00 PM LILLY ENDOWMENT INC 10% Owner Jan 30 '24 Sale 645.22 76,215 49,175,200 99,412,383 Jan 31 04:05 PM LILLY ENDOWMENT INC 10% Owner Jan 29 '24 Sale 645.07 54,032 34,854,422 99,488,598 Jan 30 04:05 PM LILLY ENDOWMENT INC 10% Owner Jan 16 '24 Sale 645.60 1,180 761,806 99,542,630 Jan 17 04:05 PM LILLY ENDOWMENT INC 10% Owner Jan 11 '24 Sale 634.13 12,344 7,827,686 99,543,810 Jan 12 04:05 PM LILLY ENDOWMENT INC 10% Owner Jan 10 '24 Sale 630.59 163,730 103,246,373 99,556,154 Jan 11 04:05 PM LILLY ENDOWMENT INC 10% Owner Jan 09 '24 Sale 631.81 34,538 21,821,413 99,719,884 Jan 10 04:00 PM LILLY ENDOWMENT INC 10% Owner Jan 04 '24 Sale 630.28 14,388 9,068,445 99,754,422 Jan 05 02:15 PM Zakrowski Donald A SVP, Finance, & CAO Dec 01 '23 Option Exercise 0.00 4,810 0 9,518 Dec 04 04:17 PM Zakrowski Donald A SVP, Finance, & CAO Nov 06 '23 Sale 571.10 670 382,637 4,708 Nov 06 04:25 PM LILLY ENDOWMENT INC 10% Owner Oct 11 '23 Sale 605.44 215,000 130,169,879 99,768,810 Oct 12 04:00 PM Weems Alonzo EVP, ERM & CECO Sep 12 '23 Sale 590.98 1,148 678,445 7,760 Sep 13 04:14 PM
Index RUT P/E 28.54 EPS (ttm) 3.61 Insider Own 5.11% Shs Outstand 27.38M Perf Week -8.22%
Market Cap 2.87B Forward P/E 62.71 EPS next Y 1.64 Insider Trans -46.00% Shs Float 26.46M Perf Month -2.07%
Income 98.01M PEG 570.77 EPS next Q 0.30 Inst Own 93.21% Short Float 2.18% Perf Quarter 11.48%
Sales 244.91M P/S 11.74 EPS this Y 10.73% Inst Trans -0.43% Short Ratio 2.62 Perf Half Y 31.81%
Book/sh 9.12 P/B 11.30 EPS next Y 34.98% ROA 32.54% Short Interest 0.58M Perf Year 47.27%
Cash/sh 5.17 P/C 19.94 EPS next 5Y 0.05% ROE 49.27% 52W Range 63.78 - 114.70 Perf YTD 21.54%
Dividend Est. - P/FCF 66.33 EPS past 5Y - ROI 35.89% 52W High -10.12% Beta 0.85
Dividend TTM - Quick Ratio 2.34 Sales past 5Y 11.94% Gross Margin 59.64% 52W Low 61.63% ATR (14) 3.76
Dividend Ex-Date Jul 16, 2009 Current Ratio 2.41 EPS Y/Y TTM 729.36% Oper. Margin 9.14% RSI (14) 39.98 Volatility 3.82% 3.02%
Employees 1900 Debt/Eq 0.09 Sales Y/Y TTM 18.54% Profit Margin 40.02% Recom 1.00 Target Price 121.20
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 1105.53% Payout 0.00% Rel Volume 0.76 Prev Close 107.21
Sales Surprise -1.18% EPS Surprise 14.29% Sales Q/Q 13.29% Earnings Jul 22 AMC Avg Volume 220.13K Price 103.09
SMA20 -5.80% SMA50 -4.13% SMA200 13.65% Trades
Volume 167,997 Change -3.84%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-24-24 Initiated William Blair
Outperform
Aug-14-23 Initiated Needham
Buy
$92
Apr-20-23 Initiated Oppenheimer
Outperform
$105
Dec-16-22 Upgrade BTIG Research
Neutral → Buy
$83
Oct-26-22 Upgrade Craig Hallum
Hold → Buy
$50 → $65
Jul-27-22 Downgrade Craig Hallum
Buy → Hold
$50
Oct-29-21 Upgrade Maxim Group
Hold → Buy
$65
May-19-21 Upgrade Craig Hallum
Hold → Buy
$60
May-19-21 Downgrade Maxim Group
Buy → Hold
Jan-27-21 Downgrade Craig Hallum
Buy → Hold
Jan-21-21 Resumed Maxim Group
Buy
$52
Jul-29-20 Upgrade National Securities
Neutral → Buy
$23
Apr-16-20 Initiated BTIG Research
Neutral
Dec-03-19 Initiated Craig Hallum
Buy
Oct-16-19 Initiated National Securities
Buy
Jun-27-18 Initiated Maxim Group
Buy
$20
Feb-13-17 Upgrade Sidoti
Neutral → Buy
Nov-11-16 Downgrade Sidoti
Buy → Neutral
Apr-26-16 Initiated Sidoti
Buy
$14
Sep-11-15 Upgrade Sidoti
Neutral → Buy
Show Previous Ratings
Aug-30-24 01:18AM
Aug-26-24 02:12AM
(Hotel Management Network)
Aug-20-24 04:30PM
Aug-16-24 01:00AM
Aug-15-24 08:00AM
03:05AM
Loading…
Aug-05-24 03:05AM
Jul-30-24 03:10AM
03:02AM
Jul-22-24 06:00PM
05:30PM
04:25PM
(Associated Press Finance)
04:25PM
04:05PM
Jul-21-24 03:01AM
Jul-08-24 04:05PM
08:11PM
Loading…
Jun-28-24 08:11PM
Jun-25-24 08:42AM
Jun-24-24 08:05AM
Jun-21-24 07:13AM
Jun-17-24 08:05AM
Jun-12-24 07:29AM
Jun-11-24 04:05PM
03:00PM
Jun-07-24 04:57PM
Jun-04-24 04:05PM
May-28-24 05:25PM
May-23-24 07:00PM
May-20-24 04:56PM
May-16-24 02:46PM
(Investor's Business Daily)
May-14-24 04:30PM
03:37PM
Loading…
03:37PM
01:01PM
12:41PM
08:45AM
08:21AM
May-13-24 09:54PM
05:15PM
04:47PM
04:25PM
(Associated Press Finance)
04:18PM
04:05PM
May-12-24 03:01AM
May-10-24 06:31AM
(Hotel Management Network)
May-09-24 04:30PM
May-08-24 09:15AM
May-02-24 06:16AM
Apr-29-24 04:05PM
Apr-24-24 08:05AM
Apr-23-24 08:05AM
Apr-03-24 06:00AM
Mar-17-24 08:19PM
Mar-14-24 08:05AM
Mar-04-24 09:24AM
Feb-23-24 07:17PM
Feb-14-24 07:42PM
04:03PM
Feb-12-24 02:02AM
Feb-11-24 02:01AM
Feb-07-24 02:02AM
Jan-30-24 02:00AM
Jan-25-24 08:26AM
Jan-23-24 06:37AM
(Thomson Reuters StreetEvents)
Jan-22-24 09:51PM
05:30PM
05:15PM
05:05PM
04:13PM
(Associated Press Finance)
04:10PM
04:05PM
Jan-19-24 06:59PM
Jan-18-24 06:00PM
06:16AM
Jan-17-24 02:11PM
Jan-09-24 08:00AM
04:59AM
Jan-08-24 04:05PM
Dec-18-23 08:00AM
Dec-08-23 11:05PM
Dec-05-23 08:00PM
Nov-17-23 05:04AM
Nov-14-23 08:00AM
Nov-08-23 02:03AM
02:01AM
Nov-06-23 02:02AM
Nov-05-23 02:01AM
Nov-03-23 04:05PM
Nov-01-23 08:00AM
Oct-31-23 08:47AM
04:51AM
04:48AM
04:34AM
03:06AM
Oct-30-23 09:23PM
01:54AM
Oct-24-23 04:12PM
01:23PM
11:38AM
10:33AM
08:59AM
07:35AM
(Thomson Reuters StreetEvents)
Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SRINIVASAN RAMESH Officer Sep 06 '24 Proposed Sale 104.71 10,000 1,047,147 Sep 06 04:39 PM SRINIVASAN RAMESH President & CEO Sep 03 '24 Sale 109.77 10,000 1,097,700 778,367 Sep 06 08:53 AM SRINIVASAN RAMESH President & CEO Sep 04 '24 Sale 106.59 10,000 1,065,900 768,367 Sep 06 08:53 AM SRINIVASAN RAMESH Officer Sep 05 '24 Proposed Sale 106.78 10,000 1,067,780 Sep 05 03:48 PM SRINIVASAN RAMESH Officer Sep 04 '24 Proposed Sale 106.31 10,000 1,063,100 Sep 04 12:51 PM SRINIVASAN RAMESH Officer Sep 03 '24 Proposed Sale 111.93 10,000 1,119,300 Sep 03 12:46 PM MUTCH JOHN Director Aug 29 '24 Sale 113.69 1,000 113,690 36,326 Aug 29 05:30 PM Robertson Chris J Controller Aug 28 '24 Sale 108.83 4,000 435,320 22,888 Aug 29 05:19 PM Robertson Chris J Officer Aug 28 '24 Proposed Sale 108.83 4,000 435,332 Aug 28 11:56 AM Wood William David III Chief Financial Officer Jul 01 '24 Sale 102.03 163 16,631 50,228 Jul 03 06:54 PM Wood William David III Chief Financial Officer Jul 02 '24 Sale 102.78 161 16,548 50,067 Jul 03 06:54 PM Robertson Chris J Controller Jul 01 '24 Sale 102.03 131 13,366 27,017 Jul 03 06:48 PM Robertson Chris J Controller Jul 02 '24 Sale 102.78 129 13,259 26,888 Jul 03 06:48 PM Badger Kyle C SVP, GC and Secretary Jul 01 '24 Sale 102.03 249 25,405 115,834 Jul 03 06:43 PM Badger Kyle C SVP, GC and Secretary Jul 02 '24 Sale 102.78 246 25,284 115,588 Jul 03 06:43 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 25 '24 Sale 99.35 60,677 6,028,272 1,192,730 Jun 25 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 21 '24 Sale 96.43 61,035 5,885,868 1,298,407 Jun 25 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 24 '24 Sale 98.48 45,000 4,431,465 1,253,407 Jun 25 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 17 '24 Sale 92.44 45,665 4,221,364 1,403,471 Jun 20 05:20 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 20 '24 Sale 93.85 44,029 4,132,078 1,359,442 Jun 20 05:20 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 14 '24 Sale 90.85 38,539 3,501,206 1,449,136 Jun 14 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 12 '24 Sale 92.75 33,933 3,147,293 1,508,812 Jun 14 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 13 '24 Sale 90.71 21,137 1,917,327 1,487,675 Jun 14 04:46 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 07 '24 Sale 93.80 66,795 6,265,037 1,582,757 Jun 11 05:04 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 10 '24 Sale 92.88 25,747 2,391,497 1,557,010 Jun 11 05:04 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 11 '24 Sale 91.59 14,265 1,306,568 1,542,745 Jun 11 05:04 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 05 '24 Sale 95.44 28,429 2,713,204 1,677,570 Jun 06 05:04 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 04 '24 Sale 92.76 28,941 2,684,509 1,705,999 Jun 06 05:04 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 06 '24 Sale 93.07 28,018 2,607,677 1,649,552 Jun 06 05:04 PM SRINIVASAN RAMESH President & CEO Jun 04 '24 Sale 92.74 50,000 4,637,000 788,367 Jun 05 04:28 PM SRINIVASAN RAMESH President & CEO May 31 '24 Sale 93.84 50,000 4,692,000 888,367 Jun 04 07:07 PM SRINIVASAN RAMESH President & CEO Jun 03 '24 Sale 93.24 50,000 4,662,000 838,367 Jun 04 07:07 PM MAK CAPITAL ONE LLC Affiliate of Director Jun 03 '24 Sale 93.59 47,562 4,451,561 1,734,940 Jun 03 06:04 PM MAK CAPITAL ONE LLC Affiliate of Director May 31 '24 Sale 94.41 39,428 3,722,330 1,782,502 Jun 03 06:04 PM MAK CAPITAL ONE LLC Affiliate of Director May 30 '24 Sale 94.59 27,796 2,629,190 1,821,930 Jun 03 06:04 PM SRINIVASAN RAMESH President & CEO May 28 '24 Option Exercise 0.00 600,000 0 1,249,158 May 31 05:50 PM SRINIVASAN RAMESH President & CEO May 29 '24 Sale 96.50 50,000 4,825,000 988,367 May 31 05:50 PM SRINIVASAN RAMESH President & CEO May 30 '24 Sale 95.10 50,000 4,755,000 938,367 May 31 05:50 PM MAK CAPITAL ONE LLC Affiliate of Director May 28 '24 Sale 100.12 116,653 11,679,800 1,903,850 May 29 05:34 PM MAK CAPITAL ONE LLC Affiliate of Director May 29 '24 Sale 96.80 54,124 5,239,436 1,849,726 May 29 05:34 PM MAK CAPITAL ONE LLC Affiliate of Director May 24 '24 Sale 103.34 39,955 4,128,942 2,020,503 May 29 05:34 PM JONES JERRY C Director May 22 '24 Sale 102.89 10,000 1,028,900 40,982 May 23 05:00 PM Badger Kyle C SVP, GC and Secretary May 16 '24 Option Exercise 0.00 75,249 0 191,332 May 20 04:51 PM Badger Kyle C SVP, GC and Secretary May 17 '24 Sale 99.05 50,860 5,037,693 116,083 May 20 04:51 PM Badger Kyle C SVP, GC and Secretary May 16 '24 Sale 99.15 8,948 887,194 166,943 May 20 04:51 PM SRINIVASAN RAMESH President & CEO Mar 10 '24 Option Exercise 76.53 11,309 865,478 643,060 Mar 11 06:57 PM KEATING MELVIN L Director Mar 05 '24 Buy 75.95 100 7,596 44,039 Mar 07 04:39 PM KEATING MELVIN L Director Feb 20 '24 Buy 77.62 300 23,287 43,939 Feb 22 04:41 PM MAK CAPITAL ONE LLC 10% Owner Feb 14 '24 Sale 82.59 867,729 71,665,738 2,060,458 Feb 16 07:41 PM Wood William David III Chief Financial Officer Jan 29 '24 Sale 85.45 10,000 854,500 50,391 Jan 31 05:04 PM MAK CAPITAL ONE LLC 10% Owner Jan 19 '24 Sale 81.69 14,426 1,178,473 2,928,187 Jan 23 04:25 PM MAK CAPITAL ONE LLC 10% Owner Jan 18 '24 Sale 77.63 87,500 6,792,310 2,942,613 Jan 18 05:21 PM MAK CAPITAL ONE LLC 10% Owner Jan 17 '24 Sale 75.39 32,958 2,484,743 3,030,113 Jan 18 05:21 PM MAK CAPITAL ONE LLC 10% Owner Jan 16 '24 Sale 75.08 13,356 1,002,755 3,063,071 Jan 18 05:21 PM MAK CAPITAL ONE LLC 10% Owner Jan 10 '24 Sale 76.24 55,000 4,193,162 3,149,539 Jan 12 05:44 PM MAK CAPITAL ONE LLC 10% Owner Jan 12 '24 Sale 75.59 44,936 3,396,672 3,076,427 Jan 12 05:44 PM MAK CAPITAL ONE LLC 10% Owner Jan 11 '24 Sale 76.90 28,176 2,166,799 3,121,363 Jan 12 05:44 PM MAK CAPITAL ONE LLC 10% Owner Jan 09 '24 Sale 77.39 30,768 2,381,003 3,204,539 Jan 09 05:57 PM MAK CAPITAL ONE LLC 10% Owner Jan 08 '24 Sale 78.36 23,928 1,874,905 3,235,307 Jan 09 05:57 PM MAK CAPITAL ONE LLC 10% Owner Jan 05 '24 Sale 77.90 19,448 1,514,982 3,259,235 Jan 09 05:57 PM MAK CAPITAL ONE LLC 10% Owner Jan 03 '24 Sale 80.02 18,682 1,494,870 3,292,393 Jan 04 05:18 PM MAK CAPITAL ONE LLC 10% Owner Jan 02 '24 Sale 82.33 13,510 1,112,344 3,311,075 Jan 04 05:18 PM MAK CAPITAL ONE LLC 10% Owner Jan 04 '24 Sale 78.16 13,710 1,071,537 3,278,683 Jan 04 05:18 PM JONES JERRY C Director Dec 15 '23 Sale 83.00 2,288 189,904 50,982 Dec 19 05:12 PM MAK CAPITAL ONE LLC 10% Owner Dec 15 '23 Sale 83.93 83,566 7,013,611 3,324,585 Dec 15 05:55 PM MAK CAPITAL ONE LLC 10% Owner Dec 14 '23 Sale 81.36 40,105 3,262,927 3,408,151 Dec 15 05:55 PM MAK CAPITAL ONE LLC 10% Owner Dec 13 '23 Sale 81.13 35,794 2,903,921 3,448,256 Dec 13 05:36 PM MAK CAPITAL ONE LLC 10% Owner Dec 12 '23 Sale 80.46 27,412 2,205,457 3,484,050 Dec 13 05:36 PM MAK CAPITAL ONE LLC 10% Owner Dec 11 '23 Sale 82.45 14,212 1,171,747 3,511,462 Dec 13 05:36 PM MAK CAPITAL ONE LLC 10% Owner Dec 06 '23 Sale 86.57 33,457 2,896,229 3,903,396 Dec 08 05:36 PM MAK CAPITAL ONE LLC 10% Owner Dec 07 '23 Sale 84.23 28,473 2,398,423 3,874,923 Dec 08 05:36 PM MAK CAPITAL ONE LLC 10% Owner Dec 08 '23 Sale 83.83 11,173 936,577 3,863,750 Dec 08 05:36 PM Wood William David III Chief Financial Officer Dec 05 '23 Sale 86.33 760 65,611 60,391 Dec 07 05:03 PM Robertson Chris J Controller Dec 05 '23 Sale 86.33 338 29,180 27,148 Dec 07 05:03 PM JONES JERRY C Director Dec 06 '23 Sale 87.13 6,194 539,683 53,270 Dec 07 05:01 PM JONES JERRY C Director Dec 05 '23 Sale 87.66 100 8,766 59,464 Dec 07 05:01 PM Kaufman Michael A Director Dec 01 '23 Sale 87.11 64,367 5,606,913 3,973,856 Dec 06 08:34 AM Kaufman Michael A Director Dec 04 '23 Sale 87.70 20,925 1,835,154 3,952,931 Dec 06 08:34 AM Kaufman Michael A Director Dec 05 '23 Sale 86.27 16,078 1,387,019 3,936,853 Dec 06 08:34 AM Wood William David III Chief Financial Officer Dec 01 '23 Sale 85.90 363 31,182 61,151 Dec 05 05:29 PM Robertson Chris J Controller Dec 01 '23 Sale 85.90 161 13,830 27,486 Dec 05 05:28 PM Kaufman Michael A Director Nov 30 '23 Sale 84.95 44,427 3,774,074 4,038,223 Nov 30 05:48 PM Kaufman Michael A Director Nov 28 '23 Sale 86.25 28,907 2,493,229 4,105,084 Nov 30 05:48 PM Kaufman Michael A Director Nov 29 '23 Sale 84.94 22,434 1,905,544 4,082,650 Nov 30 05:48 PM COLVIN DONALD A Director Nov 15 '23 Sale 90.72 5,000 453,600 29,624 Nov 16 06:38 PM Robertson Chris J Controller Nov 08 '23 Option Exercise 0.00 26,862 0 47,351 Nov 13 10:04 AM Robertson Chris J Controller Nov 08 '23 Sale 86.05 15,526 1,336,012 25,673 Nov 13 10:04 AM Badger Kyle C SVP, GC and Secretary Nov 01 '23 Sale 86.28 129 11,130 113,771 Nov 02 09:37 PM Robertson Chris J Controller Nov 01 '23 Sale 86.28 104 8,973 20,509 Nov 02 09:36 PM Wood William David III Chief Financial Officer Nov 01 '23 Sale 86.28 253 21,829 57,249 Nov 02 09:34 PM
Index NDX, S&P 500 P/E 24.17 EPS (ttm) 7.99 Insider Own 57.97% Shs Outstand 1.20B Perf Week -3.54%
Market Cap 225.19B Forward P/E 17.12 EPS next Y 11.27 Insider Trans -2.71% Shs Float 490.37M Perf Month 1.26%
Income 9.46B PEG 0.92 EPS next Q 2.45 Inst Own 37.96% Short Float 3.40% Perf Quarter 7.36%
Sales 79.10B P/S 2.85 EPS this Y 34.34% Inst Trans -1.05% Short Ratio 3.64 Perf Half Y 17.40%
Book/sh 53.68 P/B 3.60 EPS next Y 21.09% ROA 4.51% Short Interest 16.65M Perf Year 43.89%
Cash/sh 5.63 P/C 34.29 EPS next 5Y 26.15% ROE 14.73% 52W Range 132.40 - 205.28 Perf YTD 20.38%
Dividend Est. 2.61 (1.35%) P/FCF 18.64 EPS past 5Y 15.59% ROI 5.68% 52W High -5.98% Beta 0.51
Dividend TTM 1.95 (1.01%) Quick Ratio 0.78 Sales past 5Y 14.25% Gross Margin 46.83% 52W Low 45.77% ATR (14) 3.40
Dividend Ex-Date Aug 30, 2024 Current Ratio 0.84 EPS Y/Y TTM 59.91% Oper. Margin 20.41% RSI (14) 47.30 Volatility 1.93% 1.50%
Employees 67000 Debt/Eq 1.82 Sales Y/Y TTM 0.66% Profit Margin 11.95% Recom 1.57 Target Price 204.40
Option/Short Yes / Yes LT Debt/Eq 1.66 EPS Q/Q 34.29% Payout 9.38% Rel Volume 1.17 Prev Close 197.18
Sales Surprise 0.83% EPS Surprise 9.14% Sales Q/Q 3.00% Earnings Jul 31 BMO Avg Volume 4.57M Price 193.00
SMA20 -2.31% SMA50 3.02% SMA200 14.20% Trades
Volume 5,336,822 Change -2.12%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-01-24 Initiated Goldman
Buy
$200
Jun-08-23 Upgrade Wolfe Research
Peer Perform → Outperform
$160
Feb-06-23 Downgrade MoffettNathanson
Outperform → Market Perform
$174
Jan-03-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jul-28-22 Upgrade Scotiabank
Sector Perform → Sector Outperform
$153 → $167
Jun-02-22 Initiated Wolfe Research
Outperform
$159
Mar-23-22 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$155
Dec-23-21 Initiated Daiwa Securities
Neutral
$128
Nov-03-21 Upgrade Raymond James
Outperform → Strong Buy
$151 → $158
Oct-01-21 Downgrade Redburn
Neutral → Sell
Sep-21-21 Initiated Loop Capital
Buy
$160
Aug-30-21 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Jul-30-21 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$133 → $180
Jul-22-21 Resumed RBC Capital Mkts
Sector Perform
$133
Jun-25-21 Initiated Redburn
Neutral
May-27-21 Initiated The Benchmark Company
Buy
$187
Dec-22-20 Upgrade Oppenheimer
Perform → Outperform
$160
Nov-16-20 Resumed Wells Fargo
Overweight
$150
Nov-02-20 Initiated Credit Suisse
Outperform
$144
Oct-16-20 Initiated Evercore ISI
Outperform
$150
Show Previous Ratings
Sep-05-24 04:54PM
(The Wall Street Journal)
02:00PM
Sep-03-24 08:00AM
Sep-02-24 05:07PM
12:17PM
08:49PM
Loading…
Sep-01-24 08:49PM
Aug-30-24 10:00AM
Aug-29-24 01:15PM
Aug-22-24 09:03AM
12:04AM
Aug-20-24 08:00AM
Aug-19-24 07:59AM
(Investor's Business Daily)
Aug-17-24 08:09AM
Aug-16-24 04:15AM
Aug-15-24 05:01PM
12:03AM
Loading…
12:03AM
Aug-14-24 09:49PM
(The Wall Street Journal)
08:06PM
07:54PM
(The Wall Street Journal)
07:05PM
04:33PM
09:45AM
Aug-13-24 02:23PM
Aug-11-24 04:38PM
05:03AM
Aug-10-24 04:47AM
Aug-09-24 11:39PM
Aug-08-24 07:58AM
07:16AM
Aug-07-24 07:30AM
10:00AM
Loading…
Aug-06-24 10:00AM
09:45AM
09:04AM
07:00AM
Aug-05-24 02:15PM
12:00PM
Aug-02-24 07:01PM
04:39PM
10:45AM
Aug-01-24 09:00AM
01:05AM
Jul-31-24 08:20PM
04:08PM
(Investor's Business Daily)
02:28PM
02:10PM
01:50PM
01:07PM
12:58PM
12:06PM
11:55AM
11:15AM
11:07AM
09:42AM
(The Wall Street Journal)
09:37AM
08:52AM
07:30AM
07:06AM
07:04AM
(Associated Press Finance)
06:57AM
Jul-30-24 05:16PM
Jul-29-24 07:50AM
(Investor's Business Daily)
Jul-28-24 08:00AM
Jul-25-24 11:51AM
Jul-24-24 04:32PM
(The Wall Street Journal)
10:22AM
10:03AM
09:44AM
(The Wall Street Journal)
09:04AM
08:00AM
Jul-23-24 10:16AM
Jul-22-24 12:29PM
09:09AM
(The Wall Street Journal)
09:09AM
(The Wall Street Journal)
Jul-18-24 05:45PM
01:40PM
Jul-17-24 01:09PM
09:45AM
Jul-16-24 07:00AM
06:38AM
Jul-12-24 11:48AM
(Investor's Business Daily)
10:42AM
(Investor's Business Daily)
09:50AM
Jul-11-24 01:56PM
09:18AM
Jul-10-24 11:30AM
10:23AM
09:10AM
07:04AM
Jul-09-24 10:00AM
08:00AM
Jul-08-24 07:23PM
Jul-06-24 01:46PM
Jul-04-24 03:20PM
(Investor's Business Daily)
07:00AM
Jul-02-24 06:05AM
Jul-01-24 04:29PM
10:07AM
Jun-29-24 03:38AM
Jun-28-24 07:20AM
Jun-27-24 08:45PM
T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
CLAURE RAUL MARCELO Director Aug 23 '24 Sale 197.84 111,882 22,134,735 1,828,910 Aug 27 06:21 PM CLAURE RAUL MARCELO Director Aug 26 '24 Sale 200.11 2,706 541,498 1,826,204 Aug 27 06:21 PM CLAURE RAUL MARCELO Director Aug 20 '24 Sale 196.96 9,586 1,888,059 1,940,792 Aug 22 06:22 PM CANO NESTOR EVP, Transformation and CIDO Aug 19 '24 Sale 197.21 8,500 1,676,285 103,288 Aug 21 04:18 PM Claure Mobile LLC Director Aug 20 '24 Proposed Sale 196.47 1,100,000 216,115,000 Aug 20 04:07 PM CANO NESTOR Officer Aug 19 '24 Proposed Sale 197.21 8,500 1,676,268 Aug 19 04:32 PM SIEVERT G MICHAEL President and CEO Aug 13 '24 Sale 195.06 20,000 3,901,200 398,124 Aug 14 05:04 PM SIEVERT G MICHAEL President and CEO Aug 12 '24 Sale 194.57 20,000 3,891,400 418,124 Aug 14 05:04 PM SIEVERT G MICHAEL Officer Aug 13 '24 Proposed Sale 195.06 20,000 3,901,128 Aug 13 05:05 PM SIEVERT G MICHAEL Officer Aug 12 '24 Proposed Sale 194.57 20,000 3,891,491 Aug 12 05:03 PM King Deeanne EVP & Chief People Officer Aug 08 '24 Option Exercise 81.27 1,535 124,746 51,025 Aug 09 05:06 PM King Deeanne EVP & Chief People Officer Aug 08 '24 Sale 190.00 15,437 2,933,030 35,588 Aug 09 05:06 PM King Deeanne Officer Aug 08 '24 Proposed Sale 190.00 15,437 2,933,030 Aug 08 10:13 AM Freier Jon President, Consumer Group Aug 01 '24 Sale 181.87 10,000 1,818,700 162,628 Aug 02 05:03 PM Freier Jon Officer Aug 01 '24 Proposed Sale 181.87 10,000 1,818,700 Aug 01 02:43 PM Katz Michael J. Pres, Mkting Stgy & Prods Jul 01 '24 Sale 177.59 3,000 532,770 122,687 Jul 02 04:26 PM DEUTSCHE TELEKOM AG Director Jun 27 '24 Sale 177.12 133,461 23,638,460 670,411,745 Jun 28 07:57 PM DEUTSCHE TELEKOM AG Director Jun 28 '24 Sale 176.82 133,461 23,599,065 670,278,284 Jun 28 07:57 PM DEUTSCHE TELEKOM AG Director Jun 26 '24 Sale 175.86 133,461 23,470,113 670,545,206 Jun 28 07:57 PM DEUTSCHE TELEKOM AG Director Jun 24 '24 Sale 178.04 133,461 23,761,571 670,812,128 Jun 25 06:34 PM DEUTSCHE TELEKOM AG Director Jun 25 '24 Sale 177.88 133,461 23,740,128 670,678,667 Jun 25 06:34 PM DEUTSCHE TELEKOM AG Director Jun 21 '24 Sale 176.47 133,461 23,552,208 670,945,589 Jun 25 06:34 PM DEUTSCHE TELEKOM AG Director Jun 20 '24 Sale 176.69 133,461 23,581,681 671,079,050 Jun 20 06:52 PM DEUTSCHE TELEKOM AG Director Jun 14 '24 Sale 175.59 135,969 23,874,128 671,479,433 Jun 18 07:45 PM DEUTSCHE TELEKOM AG Director Jun 18 '24 Sale 177.28 133,461 23,660,061 671,212,511 Jun 18 07:45 PM DEUTSCHE TELEKOM AG Director Jun 17 '24 Sale 177.16 133,461 23,643,979 671,345,972 Jun 18 07:45 PM DEUTSCHE TELEKOM AG Director Jun 13 '24 Sale 174.53 137,002 23,910,493 671,615,402 Jun 13 09:00 PM DEUTSCHE TELEKOM AG Director Jun 12 '24 Sale 173.10 133,461 23,102,139 671,752,404 Jun 13 09:00 PM CLAURE RAUL MARCELO Director Jun 10 '24 Sale 180.22 12,000 2,162,640 1,950,378 Jun 12 05:04 PM DEUTSCHE TELEKOM AG Director Jun 10 '24 Sale 180.75 227,604 41,140,313 672,113,469 Jun 11 08:54 PM DEUTSCHE TELEKOM AG Director Jun 11 '24 Sale 179.15 227,604 40,776,284 671,885,865 Jun 11 08:54 PM DEUTSCHE TELEKOM AG Director Jun 06 '24 Sale 180.19 227,604 41,011,321 672,568,677 Jun 07 07:23 PM DEUTSCHE TELEKOM AG Director Jun 07 '24 Sale 180.00 227,604 40,969,134 672,341,073 Jun 07 07:23 PM DEUTSCHE TELEKOM AG Director Jun 05 '24 Sale 179.96 227,604 40,960,667 672,796,281 Jun 07 07:23 PM CLAURE RAUL MARCELO Director Jun 07 '24 Sale 179.98 1,037,622 186,751,208 1,962,378 Jun 07 06:13 PM CLAURE RAUL MARCELO Director Jun 06 '24 Sale 180.20 1,000,000 180,200,000 3,000,000 Jun 07 06:13 PM CLAURE RAUL MARCELO Director Jun 05 '24 Sale 179.87 1,000,000 179,870,000 4,000,000 Jun 07 06:13 PM Bazzano Dara SVP & Chief Accounting Officer Jun 06 '24 Sale 179.78 4,300 773,054 6,202 Jun 07 06:09 PM Osvaldik Peter EVP & CFO Jun 05 '24 Sale 180.98 10,000 1,809,800 81,307 Jun 07 06:07 PM DEUTSCHE TELEKOM AG Director Jun 04 '24 Sale 176.84 227,604 40,249,623 673,023,885 Jun 06 06:42 PM DEUTSCHE TELEKOM AG Director Jun 03 '24 Sale 172.65 227,604 39,295,883 673,251,489 Jun 06 06:42 PM DEUTSCHE TELEKOM AG Director May 31 '24 Sale 172.29 227,604 39,213,192 673,479,093 Jun 06 06:42 PM DEUTSCHE TELEKOM AG Director Jun 04 '24 Sale 176.84 227,604 40,249,623 673,023,885 Jun 04 07:14 PM DEUTSCHE TELEKOM AG Director Jun 03 '24 Sale 172.65 227,604 39,295,883 673,251,489 Jun 04 07:14 PM DEUTSCHE TELEKOM AG Director May 31 '24 Sale 172.29 227,604 39,213,192 673,479,093 Jun 04 07:14 PM DEUTSCHE TELEKOM AG Director May 30 '24 Sale 170.24 208,637 35,518,815 673,706,697 May 30 06:58 PM DEUTSCHE TELEKOM AG Director May 29 '24 Sale 168.33 208,637 35,119,911 673,915,334 May 30 06:58 PM DEUTSCHE TELEKOM AG Director May 28 '24 Sale 167.13 189,670 31,699,768 674,123,971 May 28 07:30 PM DEUTSCHE TELEKOM AG Director May 24 '28 Sale 165.66 189,670 31,421,035 674,313,641 May 28 07:30 PM Freier Jon President, Consumer Group May 23 '24 Sale 164.38 20,000 3,287,600 172,628 May 28 05:01 PM DEUTSCHE TELEKOM AG Director May 22 '24 Sale 165.06 189,670 31,307,408 674,692,981 May 23 09:52 PM DEUTSCHE TELEKOM AG Director May 23 '24 Sale 164.98 189,670 31,291,014 674,503,311 May 23 09:52 PM DEUTSCHE TELEKOM AG Director May 21 '24 Sale 164.13 189,670 31,129,901 674,882,651 May 21 07:06 PM DEUTSCHE TELEKOM AG Director May 20 '24 Sale 163.98 189,670 31,101,477 675,072,321 May 21 07:06 PM DEUTSCHE TELEKOM AG Director May 17 '24 Sale 163.64 189,670 31,037,920 675,261,991 May 21 07:06 PM DEUTSCHE TELEKOM AG Director May 16 '24 Sale 163.22 189,670 30,958,069 675,451,661 May 16 07:34 PM DEUTSCHE TELEKOM AG Director May 15 '24 Sale 162.93 189,670 30,903,506 675,641,331 May 16 07:34 PM SIEVERT G MICHAEL President and CEO May 13 '24 Sale 163.20 20,000 3,264,000 458,124 May 15 05:08 PM SIEVERT G MICHAEL President and CEO May 14 '24 Sale 162.84 20,000 3,256,800 438,124 May 15 05:08 PM WESTBROOK KELVIN R Director May 13 '24 Sale 163.49 10,879 1,778,608 17,127 May 15 05:04 PM DEUTSCHE TELEKOM AG Director May 10 '24 Sale 164.23 189,670 31,149,510 676,210,341 May 14 06:40 PM DEUTSCHE TELEKOM AG Director May 13 '24 Sale 163.19 189,670 30,952,856 676,020,671 May 14 06:40 PM DEUTSCHE TELEKOM AG Director May 14 '24 Sale 162.75 189,670 30,869,188 675,831,001 May 14 06:40 PM DEUTSCHE TELEKOM AG Director May 09 '24 Sale 163.77 189,670 31,061,752 676,400,011 May 09 06:36 PM DEUTSCHE TELEKOM AG Director May 08 '24 Sale 163.21 189,670 30,956,467 676,589,681 May 09 06:36 PM DEUTSCHE TELEKOM AG Director May 06 '24 Sale 162.43 189,670 30,807,332 676,969,021 May 07 07:24 PM DEUTSCHE TELEKOM AG Director May 07 '24 Sale 162.12 189,670 30,750,149 676,779,351 May 07 07:24 PM DEUTSCHE TELEKOM AG Director May 01 '24 Sale 165.67 189,670 31,423,286 677,538,031 May 03 07:50 PM DEUTSCHE TELEKOM AG Director May 02 '24 Sale 165.02 189,670 31,299,321 677,348,361 May 03 07:50 PM DEUTSCHE TELEKOM AG Director May 03 '24 Sale 164.63 189,670 31,225,521 677,158,691 May 03 07:50 PM DEUTSCHE TELEKOM AG Director Apr 29 '24 Sale 164.15 189,670 31,134,333 677,917,371 Apr 30 07:38 PM DEUTSCHE TELEKOM AG Director Apr 30 '24 Sale 163.76 189,670 31,059,839 677,727,701 Apr 30 07:38 PM DEUTSCHE TELEKOM AG Director Apr 25 '24 Sale 163.66 189,670 31,041,124 678,296,711 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 24 '24 Sale 163.61 189,670 31,032,712 67,861,580 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 26 '24 Sale 163.26 189,670 30,965,299 678,107,041 Apr 26 08:21 PM DEUTSCHE TELEKOM AG Director Apr 23 '24 Sale 163.36 189,670 30,983,611 678,676,051 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 22 '24 Sale 162.58 189,670 30,837,014 678,865,721 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 19 '24 Sale 161.87 189,670 30,702,830 679,055,391 Apr 23 07:48 PM DEUTSCHE TELEKOM AG Director Apr 18 '24 Sale 160.66 189,670 30,472,591 679,245,061 Apr 18 07:26 PM DEUTSCHE TELEKOM AG Director Apr 17 '24 Sale 159.98 170,703 27,309,570 679,434,731 Apr 18 07:26 PM DEUTSCHE TELEKOM AG Director Apr 15 '24 Sale 160.24 170,703 27,352,676 679,776,137 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 12 '24 Sale 160.08 170,703 27,326,953 679,946,840 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 16 '24 Sale 159.65 170,703 27,253,160 679,605,434 Apr 16 07:57 PM DEUTSCHE TELEKOM AG Director Apr 11 '24 Sale 160.45 189,670 30,431,723 680,117,043 Apr 11 07:55 PM DEUTSCHE TELEKOM AG Director Apr 10 '24 Sale 159.95 170,903 27,335,365 680,306,713 Apr 11 07:55 PM DEUTSCHE TELEKOM AG Director Apr 05 '24 Sale 161.41 189,670 30,614,643 680,857,456 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 08 '24 Sale 161.20 189,670 30,574,339 680,667,786 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 09 '24 Sale 160.67 189,670 30,473,426 680,478,116 Apr 09 07:30 PM DEUTSCHE TELEKOM AG Director Apr 04 '24 Sale 162.67 189,670 30,853,121 681,047,126 Apr 04 07:12 PM DEUTSCHE TELEKOM AG Director Apr 03 '24 Sale 162.49 189,670 30,820,215 681,236,796 Apr 04 07:12 PM DEUTSCHE TELEKOM AG Director Apr 01 '24 Sale 162.39 189,670 30,800,230 681,616,136 Apr 02 08:33 PM DEUTSCHE TELEKOM AG Director Apr 02 '24 Sale 161.73 189,670 30,674,636 681,426,466 Apr 02 08:33 PM DEUTSCHE TELEKOM AG Director Mar 28 '24 Sale 163.40 131,119 21,424,359 681,805,806 Apr 02 08:33 PM Katz Michael J. Pres, Mkting Stgy & Prods Apr 01 '24 Sale 163.22 3,000 489,660 125,687 Apr 02 05:03 PM DEUTSCHE TELEKOM AG Director Mar 27 '24 Sale 161.87 189,670 30,701,796 681,995,476 Mar 28 08:10 PM DEUTSCHE TELEKOM AG Director Mar 28 '24 Sale 163.14 71,670 11,692,023 681,923,806 Mar 28 08:10 PM DEUTSCHE TELEKOM AG Director Mar 26 '24 Sale 161.12 189,670 30,558,877 682,185,146 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 25 '24 Sale 160.98 189,670 30,533,228 682,374,816 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 22 '24 Sale 160.53 186,704 29,971,238 682,564,486 Mar 26 07:44 PM DEUTSCHE TELEKOM AG Director Mar 21 '24 Sale 160.99 189,670 30,534,245 682,751,190 Mar 21 06:57 PM
Index RUT P/E 31.50 EPS (ttm) 0.50 Insider Own 6.97% Shs Outstand 53.81M Perf Week -8.66%
Market Cap 851.81M Forward P/E 16.93 EPS next Y 0.94 Insider Trans -2.17% Shs Float 50.06M Perf Month -6.44%
Income 22.61M PEG 2.10 EPS next Q 0.30 Inst Own 85.45% Short Float 3.36% Perf Quarter 7.18%
Sales 706.63M P/S 1.21 EPS this Y 444.87% Inst Trans -0.14% Short Ratio 3.49 Perf Half Y 6.17%
Book/sh 4.45 P/B 3.56 EPS next Y 32.00% ROA 3.54% Short Interest 1.68M Perf Year 100.38%
Cash/sh 2.21 P/C 7.15 EPS next 5Y 15.00% ROE 10.87% 52W Range 7.71 - 19.79 Perf YTD 26.44%
Dividend Est. - P/FCF 17.90 EPS past 5Y - ROI 4.29% 52W High -20.01% Beta 1.36
Dividend TTM - Quick Ratio 1.02 Sales past 5Y 15.35% Gross Margin 46.41% 52W Low 105.32% ATR (14) 0.58
Dividend Ex-Date Mar 17, 2016 Current Ratio 1.02 EPS Y/Y TTM 1076.20% Oper. Margin 6.20% RSI (14) 34.92 Volatility 3.68% 3.13%
Employees 3000 Debt/Eq 1.31 Sales Y/Y TTM 29.01% Profit Margin 3.20% Recom 1.00 Target Price 21.17
Option/Short Yes / Yes LT Debt/Eq 1.20 EPS Q/Q 274.42% Payout 0.00% Rel Volume 0.56 Prev Close 16.54
Sales Surprise 2.65% EPS Surprise 38.46% Sales Q/Q 15.77% Earnings Aug 06 AMC Avg Volume 481.90K Price 15.83
SMA20 -7.32% SMA50 -8.34% SMA200 6.01% Trades
Volume 271,101 Change -4.29%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-25-24 Initiated Truist
Buy
$22
Jan-10-24 Initiated Northland Capital
Outperform
$16
Jun-23-23 Downgrade Argus
Buy → Hold
Jul-12-22 Initiated Rosenblatt
Buy
$11
Jun-28-22 Upgrade Argus
Hold → Buy
Sep-25-20 Downgrade Argus
Buy → Hold
Sep-17-20 Initiated Canaccord Genuity
Buy
Jul-21-20 Initiated Barrington Research
Outperform
$9
Apr-02-20 Initiated Dougherty & Company
Buy
$9
Mar-11-20 Initiated Lake Street
Buy
$9
Feb-11-20 Upgrade Argus
Hold → Buy
$12
Dec-17-19 Initiated B. Riley FBR
Buy
$9
Dec-04-19 Upgrade Argus
Sell → Hold
Sep-04-15 Reiterated RBC Capital Mkts
Sector Perform
$11 → $6
Apr-02-13 Downgrade Argus
Buy → Sell
Sep-01-11 Initiated Wunderlich
Buy
$21
Aug-29-11 Reiterated Argus
Buy
$24 → $20
Feb-04-11 Reiterated Barclays Capital
Underweight
$17 → $15
Dec-01-10 Reiterated Barclays Capital
Underweight
$18 → $17
May-24-10 Upgrade Argus
Hold → Buy
$29
Show Previous Ratings
Sep-06-24 03:48AM
Sep-04-24 04:15PM
Sep-03-24 04:15PM
04:44AM
Aug-30-24 04:15PM
08:08AM
Loading…
08:08AM
Aug-29-24 04:15PM
Aug-24-24 01:30AM
Aug-23-24 04:15PM
Aug-19-24 04:15PM
Aug-16-24 08:29AM
Aug-13-24 04:05PM
Aug-06-24 05:15PM
04:39PM
04:15PM
(Associated Press Finance)
04:05PM
Loading…
04:05PM
Aug-05-24 04:17PM
03:07AM
Aug-01-24 04:17PM
Jul-30-24 10:01AM
Jul-22-24 11:45AM
Jul-18-24 04:15PM
Jul-17-24 04:30PM
Jul-16-24 04:15PM
10:00AM
Jul-15-24 04:15PM
Jul-10-24 04:15PM
Jul-02-24 03:55AM
Jun-27-24 05:10AM
Jun-12-24 09:40AM
03:33AM
Loading…
03:33AM
Jun-11-24 08:30AM
Jun-07-24 08:36AM
Jun-04-24 12:26PM
Jun-03-24 04:15PM
May-30-24 04:15PM
May-28-24 04:15PM
May-27-24 12:45PM
09:40AM
May-20-24 06:00AM
May-13-24 09:50AM
08:50AM
May-10-24 02:15PM
12:45PM
09:40AM
May-09-24 03:43PM
01:40PM
09:27AM
09:25AM
08:30AM
06:46AM
(Thomson Reuters StreetEvents)
03:39AM
May-08-24 08:58PM
05:31PM
05:30PM
04:33PM
(Associated Press Finance)
04:05PM
May-07-24 10:00AM
03:04AM
Apr-24-24 04:15PM
Apr-23-24 06:00PM
Apr-22-24 08:30AM
02:34AM
Apr-18-24 06:15PM
04:15PM
03:35AM
Apr-17-24 03:40AM
Apr-16-24 05:25PM
05:54AM
Apr-15-24 04:08AM
Apr-12-24 06:15PM
12:31PM
Apr-11-24 05:21PM
Apr-09-24 04:15PM
06:19AM
Apr-08-24 08:50AM
Apr-05-24 11:48AM
Apr-04-24 04:15PM
Mar-29-24 01:58AM
Mar-28-24 05:07AM
Mar-25-24 09:40AM
Mar-15-24 09:40AM
Mar-13-24 04:15PM
12:32PM
Mar-08-24 09:40AM
Mar-07-24 12:45PM
Mar-05-24 04:15PM
Feb-28-24 04:15PM
Feb-22-24 09:50AM
Feb-20-24 12:45PM
Feb-19-24 08:50AM
Feb-15-24 04:15PM
Feb-12-24 02:02AM
02:00AM
Feb-11-24 02:01AM
Feb-09-24 12:20PM
Feb-08-24 10:27AM
10:08AM
06:17AM
(Thomson Reuters StreetEvents)
Feb-07-24 05:50PM
Universal Technical Institute, Inc. engages in the provision of transportation and technical training programs. It operates through the following segments: Universal Technical Institute, Concorde Career Colleges, and Corporate. The Universal Technical Institute segment focuses on the provision of training programs, which include student-paid electives, and manufacturer or dealer sponsored training at certain campuses and dedicated training centers. The Concorde Career Colleges segment is involved in offering degree, non-degree, and continuing education programs in the allied health, dental, nursing, patient care, and diagnostic fields. The Corporate segment refers to the related expenses that are not allocated to the Universal Technical Institute or Concorde Career Colleges reportable segments. The company was founded by Robert I. Sweet in 1965 and is headquartered in Phoenix, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Grant Jerome Alan Chief Executive Officer Aug 23 '24 Sale 17.53 68,000 1,192,373 136,443 Aug 23 08:54 PM Grant Jerome Alan Officer Aug 23 '24 Proposed Sale 17.59 68,000 1,196,120 Aug 23 12:18 PM Sanchez Loretta Lydia Director May 24 '24 Sale 15.22 6,288 95,703 13,712 May 29 08:00 PM Lorenz Tracy Kay UTI Division President May 24 '24 Option Exercise 0.00 5,349 0 5,349 May 29 03:29 PM Sanchez Loretta Lydia Director Mar 26 '24 Sale 15.07 8,719 131,381 20,000 Mar 28 07:46 PM Coliseum Capital Management, L Director Feb 15 '24 Sale 15.05 3,956,427 59,544,226 9,334,215 Feb 16 04:15 PM Grant Jerome Alan Chief Executive Officer Dec 14 '23 Option Exercise 0.00 57,875 0 228,375 Dec 18 06:56 PM Anderson Troy R EVP and CFO Dec 14 '23 Option Exercise 0.00 17,626 0 94,615 Dec 18 06:54 PM Anderson Troy R EVP and CFO Dec 14 '23 Sale 10.94 7,173 78,473 87,442 Dec 18 06:54 PM Smith Sherrell EVP, Campus Ops & Services Dec 14 '23 Option Exercise 0.00 13,691 0 214,911 Dec 18 06:53 PM Smith Lori B SVP Chief Information Officer Dec 14 '23 Option Exercise 0.00 8,419 0 57,732 Dec 18 06:53 PM Hitchcock Todd A SVP Chief Strategy & Transform Dec 14 '23 Option Exercise 0.00 8,419 0 45,592 Dec 18 06:52 PM Kevane Christopher E. SVP Chief Legal Officer Dec 14 '23 Option Exercise 0.00 13,154 0 51,073 Dec 18 06:51 PM Kline Christine Chief Accounting Officer Dec 14 '23 Option Exercise 0.00 2,105 0 8,759 Dec 18 06:50 PM Prehn Kevin Concorde Division President Dec 08 '23 Option Exercise 0.00 1,160 0 1,160 Dec 13 08:57 AM Anderson Troy R EVP and CFO Dec 10 '23 Option Exercise 0.00 10,258 0 79,795 Dec 12 08:41 PM Anderson Troy R EVP and CFO Dec 08 '23 Option Exercise 0.00 32,867 0 74,922 Dec 12 08:41 PM Grant Jerome Alan Chief Executive Officer Dec 10 '23 Option Exercise 0.00 31,940 0 183,708 Dec 12 07:45 PM Grant Jerome Alan Chief Executive Officer Dec 08 '23 Option Exercise 0.00 73,130 0 170,999 Dec 12 07:45 PM Sanchez Loretta Lydia Director Sep 28 '23 Sale 8.52 7,599 64,743 21,930 Oct 02 04:34 PM Fesperman Bart SVP Chief Commercial Officer Sep 15 '23 Option Exercise 0.00 3,778 0 20,063 Sep 19 06:05 PM
Index RUT P/E - EPS (ttm) -4.12 Insider Own 22.60% Shs Outstand 22.69M Perf Week -11.15%
Market Cap 3.02B Forward P/E 94.82 EPS next Y 1.38 Insider Trans -6.06% Shs Float 17.91M Perf Month 15.87%
Income -93.59M PEG - EPS next Q 0.26 Inst Own 84.32% Short Float 7.76% Perf Quarter 5.86%
Sales 154.81M P/S 19.50 EPS this Y 248.15% Inst Trans 3.58% Short Ratio 6.23 Perf Half Y 35.64%
Book/sh 29.94 P/B 4.36 EPS next Y 119.68% ROA -11.53% Short Interest 1.39M Perf Year 3.23%
Cash/sh 19.56 P/C 6.67 EPS next 5Y 6.90% ROE -13.36% 52W Range 72.39 - 165.11 Perf YTD 6.93%
Dividend Est. - P/FCF - EPS past 5Y -42.16% ROI -13.43% 52W High -20.94% Beta 1.83
Dividend TTM - Quick Ratio 6.01 Sales past 5Y 21.12% Gross Margin 53.48% 52W Low 80.33% ATR (14) 7.72
Dividend Ex-Date - Current Ratio 6.89 EPS Y/Y TTM -138.21% Oper. Margin -68.39% RSI (14) 44.46 Volatility 5.32% 5.16%
Employees 382 Debt/Eq 0.01 Sales Y/Y TTM -22.60% Profit Margin -60.46% Recom 1.86 Target Price 138.33
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 0.88% Payout - Rel Volume 0.71 Prev Close 134.33
Sales Surprise 6.98% EPS Surprise 209.28% Sales Q/Q 58.20% Earnings Aug 07 AMC Avg Volume 222.97K Price 130.54
SMA20 -4.90% SMA50 -5.35% SMA200 13.23% Trades
Volume 159,083 Change -2.82%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-27-24 Downgrade Barclays
Equal Weight → Underweight
$90
May-09-24 Upgrade Needham
Hold → Buy
$130
Jul-20-23 Initiated Wolfe Research
Outperform
$160
May-05-23 Downgrade Barclays
Overweight → Equal Weight
$135 → $88
May-04-23 Downgrade Needham
Buy → Hold
Nov-16-22 Initiated Credit Suisse
Outperform
$135
Oct-11-22 Reiterated Needham
Buy
$210 → $125
Aug-30-21 Initiated Credit Suisse
Outperform
$225
Jun-30-20 Initiated William Blair
Outperform
Apr-15-20 Reiterated Needham
Buy
$33 → $27
Jan-17-20 Reiterated Needham
Buy
$26 → $30
Dec-16-19 Initiated Stifel
Buy
$23
Dec-16-19 Initiated ROTH Capital
Buy
$25
Dec-16-19 Initiated Raymond James
Outperform
$24
Dec-16-19 Initiated Needham
Buy
$26
Dec-16-19 Initiated Barclays
Overweight
$25
Show Previous Ratings
Aug-08-24 10:31AM
(Thomson Reuters StreetEvents) +10.58%
03:30AM
Aug-07-24 07:50PM
06:47PM
(Associated Press Finance)
04:05PM
09:40AM
Loading…
Jul-31-24 09:40AM
Jul-30-24 05:37AM
Jul-17-24 07:48AM
Jul-11-24 08:00AM
Jun-26-24 05:40AM
Jun-15-24 02:52AM
May-31-24 07:02PM
07:01PM
May-28-24 02:58PM
(Investor's Business Daily)
May-24-24 02:39AM
02:39AM
Loading…
02:39AM
May-23-24 02:14AM
May-13-24 04:55PM
May-10-24 01:02PM
08:53AM
(Investor's Business Daily)
May-09-24 12:57PM
12:35PM
08:42AM
07:16AM
(Thomson Reuters StreetEvents)
03:58AM
May-08-24 10:56PM
08:15PM
06:55PM
06:06PM
(Associated Press Finance)
04:10PM
09:16AM
Loading…
Apr-17-24 09:16AM
09:05AM
Apr-10-24 04:05PM
Mar-11-24 06:05PM
Feb-27-24 04:05PM
Feb-14-24 08:47AM
Feb-13-24 10:00PM
04:57PM
(Associated Press Finance)
04:43PM
04:05PM
Feb-04-24 09:00PM
Jan-23-24 07:01PM
Jan-08-24 04:05PM
Dec-15-23 07:23AM
Dec-11-23 11:33AM
Dec-07-23 09:05AM
Dec-06-23 11:54AM
Dec-01-23 04:05PM
Nov-21-23 04:05PM
Nov-17-23 04:05PM
Nov-16-23 08:31PM
Nov-07-23 07:07AM
Nov-02-23 03:32PM
03:00AM
Nov-01-23 06:25PM
05:22PM
(Associated Press Finance)
04:06PM
04:05PM
04:05PM
Oct-11-23 02:53PM
(Investor's Business Daily)
Oct-04-23 08:00AM
Sep-19-23 09:05AM
Aug-14-23 08:05AM
Aug-02-23 11:00PM
05:28PM
(Associated Press Finance)
04:05PM
Jul-25-23 07:16AM
Jul-06-23 08:00AM
Jun-21-23 08:00PM
Jun-02-23 06:46PM
May-31-23 08:00AM
May-26-23 02:46PM
May-16-23 06:13AM
May-06-23 08:06AM
May-05-23 03:11AM
May-04-23 11:44AM
(Thomson Reuters StreetEvents) -20.69%
02:00AM
May-03-23 05:54PM
04:05PM
Apr-26-23 08:00PM
05:45PM
Apr-20-23 09:05AM
Apr-12-23 09:05AM
Apr-05-23 08:00AM
Apr-04-23 05:20AM
Mar-21-23 02:28PM
Mar-20-23 06:35AM
Feb-27-23 04:05PM
Feb-21-23 06:29PM
06:53AM
Feb-20-23 01:42PM
Feb-16-23 09:01AM
Feb-07-23 12:00PM
Feb-04-23 07:03AM
Feb-03-23 06:33AM
Feb-02-23 04:04PM
(Investor's Business Daily) +6.22%
03:57PM
Feb-01-23 09:30PM
06:25PM
04:05PM
SiTime Corp.is a micro-electromechanical system-based silicon timing solution. The company is transforming the timing industry with configurable solutions that replace legacy quartz devices and enable customers to differentiate their products with performance, smaller size, lower power, and reliability. The company was founded by Markus Lutz and Aaron Partridge on December 3, 2003 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Sevalia Piyush B See Remarks Aug 30 '24 Sale 147.82 2,827 417,887 88,341 Sep 03 04:17 PM PIYUSH SEVALIA Officer Aug 30 '24 Proposed Sale 146.93 2,827 415,371 Aug 30 04:21 PM Assaderaghi Fariborz See Remarks Aug 28 '24 Sale 139.05 1,083 150,591 112,584 Aug 29 04:53 PM Assaderaghi Fariborz Officer Aug 28 '24 Proposed Sale 138.97 1,083 150,500 Aug 28 03:45 PM Bonnot Lionel See Remarks Aug 22 '24 Sale 140.55 3,230 453,977 87,525 Aug 23 08:29 PM LIONEL BONNOT Officer Aug 22 '24 Proposed Sale 142.42 3,230 460,017 Aug 22 04:24 PM Ahamad Samsheer See Remarks Aug 01 '24 Sale 131.00 4,000 524,000 78,856 Aug 02 04:56 PM Ahamad Samsheer Officer Aug 01 '24 Proposed Sale 131.50 4,000 526,000 Aug 01 01:51 PM Assaderaghi Fariborz See Remarks Jul 29 '24 Sale 143.31 1,083 155,205 103,103 Jul 31 07:47 PM Assaderaghi Fariborz Officer Jul 29 '24 Proposed Sale 143.31 1,083 155,209 Jul 29 04:02 PM Pangrazio Vincent P See Remarks Jul 10 '24 Sale 150.00 1,962 294,300 69,175 Jul 12 07:33 PM Bonnot Lionel See Remarks Jul 10 '24 Sale 150.55 3,966 597,081 82,872 Jul 12 07:32 PM Bonnot Lionel See Remarks Jul 11 '24 Sale 160.00 2,066 330,560 80,806 Jul 12 07:32 PM Sevalia Piyush B See Remarks Jul 11 '24 Sale 160.00 1,868 298,880 81,219 Jul 12 07:31 PM Sevalia Piyush B See Remarks Jul 10 '24 Sale 150.00 206 30,900 83,087 Jul 12 07:31 PM Sevalia Piyush B EVP, Marketing Jul 08 '24 Sale 140.20 6,331 887,606 83,293 Jul 09 09:32 PM Bonnot Lionel See Remarks Jul 08 '24 Sale 140.26 3,203 449,253 86,838 Jul 09 09:31 PM Pangrazio Vincent P See Remarks Jul 08 '24 Sale 140.00 1,962 274,680 71,137 Jul 09 09:30 PM Assaderaghi Fariborz See Remarks Jun 26 '24 Sale 121.61 1,083 131,704 104,186 Jun 27 05:25 PM Ahamad Samsheer See Remarks Jun 17 '24 Sale 121.73 4,000 486,920 82,856 Jun 18 04:16 PM VASHIST RAJESH Chief Executive Officer Jun 13 '24 Sale 125.44 20,000 2,508,800 455,367 Jun 17 08:52 PM VASHIST RAJESH Chief Executive Officer Jun 17 '24 Sale 124.17 4,000 496,680 450,367 Jun 17 08:52 PM VASHIST RAJESH Chief Executive Officer Jun 14 '24 Sale 126.80 1,000 126,800 454,367 Jun 17 08:52 PM Sevalia Piyush B EVP, Marketing Jun 12 '24 Sale 130.00 827 107,510 89,624 Jun 14 05:45 PM Sevalia Piyush B EVP, Marketing May 30 '24 Sale 125.36 1,242 155,697 90,451 May 31 04:45 PM Yiu Tom Dang-Hsing Director May 30 '24 Sale 127.00 1,333 169,291 18,500 May 31 04:39 PM Assaderaghi Fariborz See Remarks May 29 '24 Sale 126.86 1,289 163,523 105,269 May 31 04:38 PM Bonnot Lionel See Remarks May 28 '24 Sale 130.00 1,229 159,770 90,041 May 29 08:54 PM SCHUELKE KATHERINE Director May 22 '24 Sale 126.19 1,094 138,052 17,648 May 23 06:31 PM Kreindl Torsten Director May 22 '24 Sale 127.00 616 78,232 18,011 May 23 06:29 PM Kreindl Torsten Director May 23 '24 Sale 119.38 615 73,419 17,396 May 23 06:29 PM Bonnot Lionel See Remarks May 22 '24 Sale 125.84 819 103,063 91,270 May 23 06:28 PM MEGACHIPS CORP /FI 10% Owner May 21 '24 Sale 118.25 250,000 29,562,500 4,000,000 May 23 04:05 PM Pangrazio Vincent P See Remarks May 21 '24 Sale 126.65 3,465 438,842 73,099 May 22 06:54 PM Sevalia Piyush B EVP, Marketing May 20 '24 Sale 130.00 1,041 135,330 91,693 May 22 06:53 PM Bonnot Lionel See Remarks May 20 '24 Sale 130.05 1,767 229,798 96,532 May 22 06:52 PM Bonnot Lionel See Remarks May 09 '24 Sale 117.08 781 91,439 98,299 May 13 04:48 PM Sevalia Piyush B EVP, Marketing May 09 '24 Sale 115.42 1,768 204,063 97,136 May 13 04:47 PM Pangrazio Vincent P See Remarks May 09 '24 Sale 125.00 2,765 345,625 79,294 May 13 04:45 PM Assaderaghi Fariborz See Remarks Apr 26 '24 Sale 84.25 1,288 108,514 110,203 Apr 30 05:20 PM Assaderaghi Fariborz See Remarks Mar 27 '24 Sale 90.57 1,288 116,661 111,491 Mar 28 04:10 PM Assaderaghi Fariborz See Remarks Feb 29 '24 Sale 92.33 1,026 94,725 90,887 Mar 01 05:30 PM Bonnot Lionel See Remarks Feb 29 '24 Sale 95.09 260 24,723 77,188 Mar 01 05:28 PM MEGACHIPS CORP /FI 10% Owner Feb 15 '24 Sale 104.25 450,000 46,912,500 4,250,000 Feb 20 04:30 PM Assaderaghi Fariborz See Remarks Jan 29 '24 Sale 116.37 1,026 119,396 94,056 Jan 31 09:20 PM VASHIST RAJESH Chief Executive Officer Jan 22 '24 Sale 125.00 1,000 125,000 428,655 Jan 24 04:50 PM Assaderaghi Fariborz See Remarks Dec 27 '23 Sale 126.83 1,026 130,128 95,082 Dec 28 05:56 PM VASHIST RAJESH Chief Executive Officer Dec 20 '23 Sale 125.00 1,000 125,000 429,655 Dec 21 04:58 PM Assaderaghi Fariborz See Remarks Dec 14 '23 Sale 125.03 1,000 125,030 96,108 Dec 15 04:25 PM Pangrazio Vincent P See Remarks Dec 14 '23 Sale 125.00 3,057 382,125 71,900 Dec 15 04:22 PM VASHIST RAJESH Chief Executive Officer Dec 14 '23 Sale 125.00 3,000 375,000 430,655 Dec 15 04:16 PM Assaderaghi Fariborz See Remarks Nov 28 '23 Sale 110.55 1,026 113,424 97,108 Nov 29 04:40 PM Assaderaghi Fariborz See Remarks Oct 27 '23 Sale 101.20 1,026 103,831 101,596 Oct 31 05:00 PM Assaderaghi Fariborz See Remarks Sep 27 '23 Sale 107.67 1,026 110,469 102,622 Sep 29 05:10 PM
Index - P/E - EPS (ttm) -0.30 Insider Own 12.72% Shs Outstand 341.70M Perf Week -6.43%
Market Cap 25.99B Forward P/E 90.31 EPS next Y 0.84 Insider Trans -4.87% Shs Float 298.24M Perf Month -0.42%
Income -102.02M PEG - EPS next Q 0.18 Inst Own 83.65% Short Float 3.26% Perf Quarter 6.74%
Sales 1.48B P/S 17.59 EPS this Y 44.96% Inst Trans -0.16% Short Ratio 3.73 Perf Half Y -24.52%
Book/sh 2.58 P/B 29.46 EPS next Y 18.55% ROA -3.74% Short Interest 9.73M Perf Year 18.85%
Cash/sh 5.15 P/C 14.78 EPS next 5Y - ROE -13.39% 52W Range 53.88 - 116.00 Perf YTD -8.66%
Dividend Est. - P/FCF 162.95 EPS past 5Y -13.56% ROI -4.48% 52W High -34.44% Beta 1.11
Dividend TTM - Quick Ratio 3.51 Sales past 5Y 46.59% Gross Margin 77.26% 52W Low 41.14% ATR (14) 2.95
Dividend Ex-Date - Current Ratio 3.51 EPS Y/Y TTM 54.85% Oper. Margin -11.58% RSI (14) 39.88 Volatility 4.00% 3.25%
Employees 3682 Debt/Eq 1.63 Sales Y/Y TTM 31.09% Profit Margin -6.90% Recom 2.40 Target Price 91.34
Option/Short Yes / Yes LT Debt/Eq 1.59 EPS Q/Q 84.42% Payout - Rel Volume 0.73 Prev Close 78.40
Sales Surprise 1.75% EPS Surprise 42.05% Sales Q/Q 29.99% Earnings Aug 01 AMC Avg Volume 2.61M Price 76.05
SMA20 -5.61% SMA50 -5.45% SMA200 -8.87% Trades
Volume 1,900,875 Change -3.00%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-16-24 Initiated Wolfe Research
Peer Perform
Jul-08-24 Initiated Scotiabank
Sector Perform
$85
Jun-25-24 Upgrade UBS
Sell → Neutral
$76 → $82
May-07-24 Upgrade DZ Bank
Hold → Buy
$95
Feb-13-24 Downgrade DZ Bank
Buy → Hold
$110
Feb-09-24 Resumed Cantor Fitzgerald
Neutral
$100
Jan-18-24 Initiated Bernstein
Mkt Perform
$85
Jan-17-24 Initiated CapitalOne
Equal Weight
$83
Dec-15-23 Initiated Susquehanna
Neutral
$75
Nov-21-23 Upgrade Oppenheimer
Perform → Outperform
Sep-07-23 Initiated BofA Securities
Underperform
$52
Aug-07-23 Downgrade Guggenheim
Neutral → Sell
$50
Jun-05-23 Initiated UBS
Sell
$55
May-05-23 Upgrade Guggenheim
Sell → Neutral
Apr-19-23 Resumed William Blair
Outperform
Feb-14-23 Initiated Goldman
Sell
$51
Feb-07-23 Initiated Loop Capital
Hold
$52
Jan-17-23 Downgrade Guggenheim
Neutral → Sell
$36
Nov-28-22 Resumed JP Morgan
Neutral
$42
Nov-02-22 Initiated Macquarie
Neutral
$60
Show Previous Ratings
Sep-05-24 02:52PM
Sep-03-24 05:45AM
Aug-30-24 05:25AM
Aug-28-24 09:00AM
05:12AM
09:05AM
Loading…
Aug-23-24 09:05AM
Aug-16-24 09:00AM
Aug-14-24 06:30AM
Aug-13-24 12:50PM
Aug-12-24 09:45AM
Aug-07-24 03:16AM
Aug-06-24 06:31AM
Aug-05-24 09:00AM
Aug-03-24 01:04AM
Aug-02-24 03:42PM
(Yahoo Finance Video) +6.80%
11:54AM
Loading…
11:54AM
08:48AM
08:19AM
07:20AM
12:45AM
Aug-01-24 06:00PM
05:38PM
(Investor's Business Daily)
04:56PM
(Associated Press Finance)
04:43PM
04:28PM
04:15PM
Jul-31-24 03:05AM
Jul-30-24 02:37PM
Jul-29-24 12:16PM
08:49AM
05:50PM
Loading…
Jul-26-24 05:50PM
Jul-22-24 06:00PM
Jul-21-24 11:55PM
Jul-19-24 04:13PM
(The Wall Street Journal)
Jul-17-24 09:27AM
Jul-16-24 06:00PM
Jul-15-24 10:00AM
Jul-14-24 05:19AM
Jul-13-24 08:00AM
Jul-10-24 06:00PM
Jul-09-24 04:15PM
03:22PM
10:15AM
06:42AM
Jul-08-24 04:45PM
Jul-03-24 05:11PM
05:15AM
Jul-01-24 11:42AM
Jun-30-24 01:00PM
Jun-28-24 05:50PM
12:15PM
07:33AM
Jun-27-24 09:54AM
09:45AM
Jun-25-24 09:00AM
07:59AM
Jun-24-24 06:00PM
09:00AM
Jun-22-24 06:36AM
Jun-21-24 12:26PM
Jun-20-24 01:01PM
Jun-18-24 06:00PM
04:00AM
Jun-11-24 09:00AM
Jun-08-24 12:44PM
Jun-07-24 05:50PM
Jun-06-24 06:19AM
06:00AM
Jun-04-24 09:23AM
Jun-03-24 11:54AM
May-31-24 11:04AM
May-30-24 05:17PM
09:00AM
08:00AM
May-29-24 09:00AM
May-28-24 08:35AM
May-26-24 05:35AM
May-24-24 06:45AM
May-16-24 06:45AM
May-15-24 08:00AM
(Investor's Business Daily)
May-14-24 09:00AM
May-09-24 04:52PM
01:31PM
05:30AM
May-08-24 06:16AM
May-07-24 09:35AM
09:00AM
07:52AM
May-06-24 05:15PM
04:39PM
09:00AM
07:07AM
03:17AM
May-03-24 05:41PM
04:51PM
04:15PM
(Investor's Business Daily)
03:46PM
03:46PM
01:57PM
01:36PM
Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. It operates through United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Prince Matthew CEO & Chair of the Board Sep 05 '24 Sale 78.51 52,384 4,112,554 10,761 Sep 06 09:03 PM Prince Matthew CEO & Chair of the Board Sep 04 '24 Sale 78.06 52,384 4,089,133 10,761 Sep 06 09:03 PM Prince Matthew CEO & Chair of the Board Sep 06 '24 Sale 76.55 52,384 4,009,768 10,761 Sep 06 09:03 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Sep 04 '24 Sale 78.05 15,000 1,170,818 281,403 Sep 05 04:35 PM Kramer Douglas James CHIEF LEGAL OFFICER Sep 03 '24 Sale 81.53 3,000 244,590 185,386 Sep 04 04:26 PM THOMAS J SEIFERT Officer Sep 04 '24 Proposed Sale 78.11 15,000 1,171,650 Sep 04 04:14 PM DOUGLAS KRAMER Officer Sep 03 '24 Proposed Sale 81.53 3,000 244,590 Sep 03 04:15 PM Zatlyn Michelle President and COO Aug 20 '24 Sale 83.74 35,117 2,940,717 0 Aug 22 07:23 PM Zatlyn Michelle President and COO Aug 22 '24 Sale 81.91 25,640 2,100,243 0 Aug 22 07:23 PM Zatlyn Michelle President and COO Aug 21 '24 Sale 81.74 25,640 2,095,826 0 Aug 22 07:23 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Aug 20 '24 Sale 82.84 28,636 2,372,117 281,403 Aug 22 04:12 PM Michelle Zatlyn Officer Aug 20 '24 Proposed Sale 82.38 240,237 19,790,724 Aug 20 04:46 PM THOMAS J SEIFERT Officer Aug 20 '24 Proposed Sale 84.07 28,636 2,407,429 Aug 20 04:29 PM Riley Janel CHIEF ACCOUNTING OFFICER May 29 '24 Sale 73.47 17,938 1,317,982 87,270 Aug 16 05:19 PM Riley Janel CHIEF ACCOUNTING OFFICER Aug 16 '24 Sale 81.65 3,495 285,375 80,183 Aug 16 05:19 PM Prince Matthew CEO & Chair of the Board Aug 07 '24 Sale 78.17 52,384 4,094,614 0 Aug 09 07:05 PM Prince Matthew CEO & Chair of the Board Aug 09 '24 Sale 77.86 52,384 4,078,387 0 Aug 09 07:05 PM Prince Matthew CEO & Chair of the Board Aug 08 '24 Sale 76.70 52,384 4,017,884 0 Aug 09 07:05 PM Matthew Prince Officer Aug 07 '24 Proposed Sale 76.37 471,456 36,005,095 Aug 07 05:12 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Aug 02 '24 Sale 78.71 15,000 1,180,714 309,937 Aug 05 05:30 PM THOMAS J SEIFERT Officer Aug 02 '24 Proposed Sale 74.40 15,000 1,116,000 Aug 02 04:21 PM Kramer Douglas James CHIEF LEGAL OFFICER Aug 01 '24 Sale 77.17 3,000 231,510 195,303 Aug 02 04:16 PM Eitel Maria S Director Aug 01 '24 Sale 77.68 6,875 534,016 12,802 Aug 02 04:07 PM DOUGLAS KRAMER Officer Aug 01 '24 Proposed Sale 77.17 3,000 231,510 Aug 01 04:25 PM MARIA EITEL Director Aug 01 '24 Proposed Sale 77.68 6,875 534,016 Aug 01 04:16 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Jul 18 '24 Sale 78.89 15,000 1,183,382 309,937 Jul 19 05:35 PM Prince Matthew CEO & Chair of the Board Jul 09 '24 Sale 82.96 52,384 4,345,580 8,742 Jul 11 07:09 PM Prince Matthew CEO & Chair of the Board Jul 11 '24 Sale 82.67 52,384 4,330,796 8,742 Jul 11 07:09 PM Prince Matthew CEO & Chair of the Board Jul 10 '24 Sale 81.36 52,384 4,262,027 8,742 Jul 11 07:09 PM Zatlyn Michelle President and COO Jul 01 '24 Sale 82.52 102,580 8,464,511 0 Jul 03 05:45 PM Zatlyn Michelle President and COO Jul 03 '24 Sale 85.28 25,640 2,186,550 0 Jul 03 05:45 PM Zatlyn Michelle President and COO Jul 02 '24 Sale 84.49 25,640 2,166,370 0 Jul 03 05:45 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Jul 03 '24 Sale 84.97 15,000 1,274,571 309,937 Jul 03 04:57 PM Kramer Douglas James CHIEF LEGAL OFFICER Jul 01 '24 Sale 82.65 3,000 247,950 195,303 Jul 02 04:28 PM Ledbetter Carl Director Jun 26 '24 Sale 79.89 8,030 641,500 1,084,364 Jun 26 06:04 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Jun 20 '24 Sale 78.47 15,000 1,176,991 309,937 Jun 24 04:18 PM Zatlyn Michelle President and COO Jun 20 '24 Sale 78.51 12,820 1,006,444 0 Jun 21 07:10 PM Zatlyn Michelle President and COO Jun 18 '24 Sale 77.54 12,820 994,120 0 Jun 21 07:10 PM Zatlyn Michelle President and COO Jun 21 '24 Sale 76.41 12,820 979,573 0 Jun 21 07:10 PM Ledbetter Carl Director Jun 20 '24 Sale 78.56 10,015 786,785 1,092,394 Jun 20 04:26 PM Prince Matthew CEO & Chair of the Board Jun 12 '24 Sale 75.07 52,384 3,932,231 8,742 Jun 13 08:08 PM Prince Matthew CEO & Chair of the Board Jun 13 '24 Sale 74.46 52,384 3,900,705 8,742 Jun 13 08:08 PM Prince Matthew CEO & Chair of the Board Jun 11 '24 Sale 72.04 52,384 3,773,618 8,742 Jun 13 08:08 PM Ledbetter Carl Director Jun 12 '24 Sale 74.48 7,986 594,781 1,102,409 Jun 13 04:13 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Jun 05 '24 Sale 69.12 15,000 1,036,794 309,937 Jun 06 04:09 PM Suder Katrin Director Jun 04 '24 Sale 67.11 574 38,521 51,162 Jun 05 05:15 PM Ledbetter Carl Director Jun 05 '24 Sale 68.65 30,270 2,077,911 1,110,395 Jun 05 05:13 PM Kramer Douglas James CHIEF LEGAL OFFICER Jun 03 '24 Sale 68.77 3,000 206,310 195,303 Jun 04 04:28 PM Ledbetter Carl Director May 29 '24 Sale 72.79 7,994 581,848 1,140,665 May 29 04:13 PM Ledbetter Carl Director May 22 '24 Sale 73.84 9,999 738,364 1,148,659 May 23 04:21 PM Zatlyn Michelle President and COO May 20 '24 Sale 74.94 60,863 4,560,938 0 May 22 07:50 PM Zatlyn Michelle President and COO May 21 '24 Sale 74.46 12,820 954,538 0 May 22 07:50 PM Zatlyn Michelle President and COO May 22 '24 Sale 74.08 12,820 949,744 0 May 22 07:50 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER May 20 '24 Sale 75.13 28,634 2,151,359 309,937 May 21 04:59 PM Ledbetter Carl Director May 15 '24 Sale 74.56 7,990 595,766 1,158,658 May 16 04:19 PM Ledbetter Carl Director May 08 '24 Sale 72.86 30,145 2,196,419 1,166,648 May 09 04:29 PM Prince Matthew CEO & Chair of the Board May 06 '24 Sale 74.67 52,384 3,911,545 0 May 08 06:54 PM Prince Matthew CEO & Chair of the Board May 07 '24 Sale 74.14 52,384 3,883,938 0 May 08 06:54 PM Prince Matthew CEO & Chair of the Board May 08 '24 Sale 72.51 52,384 3,798,564 0 May 08 06:54 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER May 03 '24 Sale 73.97 15,000 1,109,476 338,469 May 06 04:17 PM Kramer Douglas James CHIEF LEGAL OFFICER May 01 '24 Sale 88.12 3,000 264,360 205,238 May 03 05:39 PM Ledbetter Carl Director May 01 '24 Sale 87.49 8,022 701,860 1,196,793 May 02 04:51 PM Eitel Maria S Director May 01 '24 Sale 88.12 6,875 605,825 16,638 May 02 04:48 PM Ledbetter Carl Director Apr 24 '24 Sale 89.16 10,015 892,960 1,204,815 Apr 25 04:49 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Apr 18 '24 Sale 87.02 15,000 1,305,249 338,469 Apr 19 05:18 PM Zatlyn Michelle President and COO Apr 16 '24 Sale 89.69 25,640 2,299,578 19,615 Apr 18 08:14 PM Zatlyn Michelle President and COO Apr 17 '24 Sale 90.10 19,505 1,757,371 19,615 Apr 18 08:14 PM Zatlyn Michelle President and COO Apr 18 '24 Sale 87.07 18,955 1,650,463 19,615 Apr 18 08:14 PM Ledbetter Carl Director Apr 17 '24 Sale 90.39 8,029 725,769 1,214,830 Apr 18 06:46 PM Prince Matthew CEO & Chair of the Board Apr 09 '24 Sale 96.04 52,384 5,030,854 0 Apr 11 08:22 PM Prince Matthew CEO & Chair of the Board Apr 11 '24 Sale 95.29 52,384 4,991,826 0 Apr 11 08:22 PM Prince Matthew CEO & Chair of the Board Apr 10 '24 Sale 94.94 52,384 4,973,089 0 Apr 11 08:22 PM Ledbetter Carl Director Apr 10 '24 Sale 94.37 44,154 4,166,635 1,222,859 Apr 11 06:42 PM Ledbetter Carl Director Apr 03 '24 Sale 94.05 7,991 751,566 1,267,013 Apr 04 03:35 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Apr 03 '24 Sale 94.91 15,000 1,423,642 338,469 Apr 04 03:31 PM Kramer Douglas James CHIEF LEGAL OFFICER Apr 01 '24 Sale 97.16 3,000 291,480 205,238 Apr 02 04:59 PM Ledbetter Carl Director Mar 27 '24 Sale 100.16 9,993 1,000,916 1,275,004 Mar 28 04:06 PM Ledbetter Carl Director Mar 20 '24 Sale 95.08 7,968 757,605 1,284,997 Mar 20 06:59 PM SEIFERT THOMAS J Chief Financial Officer Mar 15 '24 Sale 91.77 95,000 8,718,453 0 Mar 19 04:10 PM SEIFERT THOMAS J Chief Financial Officer Mar 15 '24 Sale 91.77 15,000 1,376,562 338,469 Mar 19 04:10 PM Prince Matthew CEO & Chair of the Board Mar 13 '24 Sale 96.83 52,384 5,072,501 12,183 Mar 14 08:11 PM Prince Matthew CEO & Chair of the Board Mar 12 '24 Sale 96.66 52,384 5,063,274 12,183 Mar 14 08:11 PM Prince Matthew CEO & Chair of the Board Mar 14 '24 Sale 94.25 52,384 4,937,165 12,183 Mar 14 08:11 PM Ledbetter Carl Director Mar 13 '24 Sale 96.43 44,099 4,252,598 1,292,965 Mar 14 04:29 PM Zatlyn Michelle President and COO Mar 08 '24 Sale 101.02 25,640 2,590,144 19,615 Mar 08 07:20 PM Zatlyn Michelle President and COO Mar 07 '24 Sale 98.72 25,640 2,531,290 19,615 Mar 08 07:20 PM Zatlyn Michelle President and COO Mar 06 '24 Sale 97.96 25,640 2,511,730 19,615 Mar 08 07:20 PM Ledbetter Carl Director Mar 06 '24 Sale 98.35 8,022 788,947 1,337,064 Mar 07 06:14 PM Kramer Douglas James CHIEF LEGAL OFFICER Mar 04 '24 Sale 99.64 3,000 298,920 205,238 Mar 05 06:15 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Mar 04 '24 Sale 99.87 15,000 1,498,088 338,469 Mar 05 06:12 PM Eitel Maria S Director Feb 29 '24 Sale 98.51 6,875 677,248 23,513 Feb 29 05:56 PM Ledbetter Carl Director Feb 28 '24 Sale 96.35 10,010 964,484 1,345,086 Feb 29 05:19 PM Prince Matthew CEO & Chair of the Board Feb 22 '24 Sale 99.17 52,384 5,194,859 12,183 Feb 23 08:19 PM Prince Matthew CEO & Chair of the Board Feb 23 '24 Sale 98.75 52,384 5,173,032 12,183 Feb 23 08:19 PM Prince Matthew CEO & Chair of the Board Feb 21 '24 Sale 94.59 52,384 4,955,066 12,183 Feb 23 08:19 PM SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 96.56 27,901 2,694,074 338,469 Feb 21 07:52 PM Ledbetter Carl Director Feb 21 '24 Sale 94.74 7,970 755,054 1,355,096 Feb 21 04:32 PM Zatlyn Michelle President and COO Feb 15 '24 Sale 101.17 277,376 28,063,427 38,545 Feb 20 08:08 PM Zatlyn Michelle President and COO Feb 16 '24 Sale 99.32 158,524 15,744,242 0 Feb 20 08:08 PM Zatlyn Michelle President and COO Feb 20 '24 Sale 96.32 25,640 2,469,563 0 Feb 20 08:08 PM
Index NDX, S&P 500 P/E 25.54 EPS (ttm) 19.59 Insider Own 13.80% Shs Outstand 2.21B Perf Week -3.46%
Market Cap 1265.59B Forward P/E 20.66 EPS next Y 24.22 Insider Trans -0.61% Shs Float 2.18B Perf Month 2.32%
Income 51.43B PEG 1.88 EPS next Q 5.19 Inst Own 67.03% Short Float 1.45% Perf Quarter 1.32%
Sales 149.78B P/S 8.45 EPS this Y 43.21% Inst Trans -1.63% Short Ratio 2.29 Perf Half Y -2.33%
Book/sh 61.89 P/B 8.08 EPS next Y 13.73% ROA 23.54% Short Interest 31.60M Perf Year 67.22%
Cash/sh 23.00 P/C 21.75 EPS next 5Y 13.60% ROE 35.37% 52W Range 279.40 - 544.23 Perf YTD 41.34%
Dividend Est. 1.86 (0.37%) P/FCF 25.49 EPS past 5Y 14.46% ROI 26.67% 52W High -8.08% Beta 1.21
Dividend TTM 1.00 (0.20%) Quick Ratio 2.83 Sales past 5Y 19.99% Gross Margin 81.49% 52W Low 79.05% ATR (14) 14.72
Dividend Ex-Date Jun 14, 2024 Current Ratio 2.83 EPS Y/Y TTM 132.97% Oper. Margin 40.49% RSI (14) 43.17 Volatility 2.95% 2.38%
Employees 67317 Debt/Eq 0.24 Sales Y/Y TTM 24.28% Profit Margin 34.34% Recom 1.45 Target Price 572.02
Option/Short Yes / Yes LT Debt/Eq 0.23 EPS Q/Q 73.03% Payout 0.00% Rel Volume 1.06 Prev Close 516.86
Sales Surprise 2.12% EPS Surprise 9.39% Sales Q/Q 22.10% Earnings Jul 31 AMC Avg Volume 13.81M Price 500.27
SMA20 -4.28% SMA50 -0.99% SMA200 9.51% Trades
Volume 14,650,858 Change -3.21%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Cantor Fitzgerald
Overweight
$660
Aug-01-24 Reiterated BofA Securities
Buy
$550 → $563
Jul-19-24 Reiterated Oppenheimer
Outperform
$500 → $525
Jul-16-24 Initiated Wolfe Research
Outperform
$620
Jul-10-24 Reiterated TD Cowen
Buy
$530 → $600
Jul-08-24 Reiterated Wells Fargo
Overweight
$593 → $625
Jul-01-24 Reiterated Raymond James
Strong Buy
$550 → $600
Jun-12-24 Reiterated BMO Capital Markets
Market Perform
$450
May-02-24 Initiated Exane BNP Paribas
Underperform
$360
Apr-25-24 Reiterated Oppenheimer
Outperform
$585 → $500
Apr-15-24 Reiterated Citigroup
Buy
$525 → $590
Apr-11-24 Reiterated Piper Sandler
Overweight
$525 → $600
Apr-08-24 Reiterated Oppenheimer
Outperform
$525 → $585
Apr-04-24 Reiterated Jefferies
Buy
$550 → $585
Feb-02-24 Reiterated Wolfe Research
Outperform
$430 → $530
Feb-02-24 Reiterated Wells Fargo
Overweight
$438 → $536
Feb-02-24 Reiterated Wedbush
Outperform
$420 → $520
Feb-02-24 Reiterated UBS
Buy
$425 → $530
Feb-02-24 Reiterated TD Cowen
Outperform
$415 → $500
Feb-02-24 Reiterated Susquehanna
Positive
$400 → $550
Show Previous Ratings
Today 06:30AM
03:15AM
03:02AM
Sep-06-24 06:22PM
04:01PM
02:40PM
Loading…
02:40PM
01:40PM
(Investor's Business Daily)
11:53AM
10:11AM
10:00AM
07:30AM
04:07AM
01:27AM
Sep-05-24 06:05PM
04:59PM
04:30PM
Loading…
04:30PM
03:25PM
12:22PM
(Associated Press Finance)
11:56AM
(Investor's Business Daily)
11:06AM
09:30AM
09:15AM
08:46AM
07:45AM
06:42AM
(Associated Press Finance)
05:06AM
04:55AM
12:01AM
(The Wall Street Journal)
Sep-04-24 11:38PM
05:45PM
05:37PM
Loading…
05:37PM
01:54PM
01:38PM
01:30PM
(The Wall Street Journal)
12:37PM
12:00PM
09:36AM
05:30AM
Sep-03-24 06:15PM
05:56PM
05:27PM
05:00PM
05:00PM
02:41PM
11:48AM
10:10AM
06:05AM
12:48AM
Sep-02-24 03:55PM
02:47PM
08:00AM
06:45AM
05:30AM
(The Wall Street Journal)
05:05AM
03:39AM
Sep-01-24 10:38PM
08:33AM
07:45AM
06:45AM
05:47AM
05:17AM
Aug-31-24 10:47PM
10:42PM
10:40PM
09:30PM
09:07PM
09:04PM
08:46PM
08:40PM
08:21PM
08:18PM
05:38PM
03:56PM
11:59AM
11:57AM
11:54AM
11:52AM
11:46AM
11:44AM
11:43AM
10:47AM
10:44AM
08:00AM
(Investor's Business Daily)
04:45AM
Aug-30-24 04:38PM
03:36PM
12:53PM
11:31AM
11:26AM
11:23AM
11:20AM
11:17AM
11:13AM
11:09AM
11:07AM
11:04AM
05:30AM
05:02AM
01:46AM
Aug-29-24 08:49PM
Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Olivan Javier Officer Sep 06 '24 Proposed Sale 522.00 413 215,586 Sep 06 04:12 PM Newstead Jennifer Chief Legal Officer Sep 03 '24 Sale 520.00 905 470,600 38,722 Sep 05 06:04 PM Olivan Javier Chief Operating Officer Aug 30 '24 Sale 521.35 413 215,318 14,011 Sep 04 08:10 PM Zuckerberg Mark COB and CEO Aug 30 '24 Sale 519.17 4,909 2,548,581 519,000 Sep 03 08:40 PM Zuckerberg Mark COB and CEO Aug 29 '24 Sale 522.09 7,975 4,163,642 523,909 Sep 03 08:36 PM Newstead Jennifer Officer Sep 03 '24 Proposed Sale 520.00 905 470,600 Sep 03 04:04 PM Zuckerberg Mark Officer Aug 30 '24 Proposed Sale 519.17 4,909 2,548,581 Aug 30 04:46 PM Olivan Javier Officer Aug 30 '24 Proposed Sale 521.35 413 215,318 Aug 30 04:20 PM LI SUSAN J Chief Financial Officer Aug 27 '24 Sale 517.94 33,018 17,101,402 0 Aug 29 06:06 PM Newstead Jennifer Chief Legal Officer Aug 27 '24 Sale 519.05 905 469,740 39,627 Aug 29 06:04 PM Zuckerberg Mark Officer Aug 29 '24 Proposed Sale 522.09 7,975 4,163,642 Aug 29 04:29 PM Zuckerberg Mark COB and CEO Aug 28 '24 Sale 516.36 7,975 4,117,970 531,884 Aug 28 08:45 PM Zuckerberg Mark COB and CEO Aug 27 '24 Sale 520.11 10,632 5,529,788 0 Aug 28 08:42 PM Zuckerberg Mark COB and CEO Aug 26 '24 Sale 520.48 16,702 8,692,977 2,657 Aug 28 08:40 PM Zuckerberg Mark Officer Aug 28 '24 Proposed Sale 516.36 7,975 4,117,970 Aug 28 04:35 PM Olivan Javier Chief Operating Officer Aug 23 '24 Sale 536.92 413 221,748 14,424 Aug 27 06:09 PM LI SUSAN J Officer Aug 27 '24 Proposed Sale 517.94 33,018 17,101,306 Aug 27 05:16 PM Zuckerberg Mark Officer Aug 27 '24 Proposed Sale 520.11 10,632 5,529,788 Aug 27 05:03 PM Newstead Jennifer Officer Aug 27 '24 Proposed Sale 519.05 905 469,740 Aug 27 04:06 PM Zuckerberg Mark COB and CEO Aug 23 '24 Sale 531.46 16,702 8,876,369 11,384 Aug 26 09:40 PM Zuckerberg Mark COB and CEO Aug 22 '24 Sale 535.76 16,702 8,948,225 20,111 Aug 26 09:37 PM Zuckerberg Mark Officer Aug 26 '24 Proposed Sale 520.48 16,702 8,692,977 Aug 26 04:33 PM Zuckerberg Mark Officer Aug 23 '24 Proposed Sale 531.46 16,702 8,876,369 Aug 23 04:31 PM Olivan Javier Officer Aug 23 '24 Proposed Sale 536.92 413 221,748 Aug 23 04:10 PM Newstead Jennifer Chief Legal Officer Aug 20 '24 Sale 528.38 905 478,184 40,532 Aug 22 06:06 PM Zuckerberg Mark Officer Aug 22 '24 Proposed Sale 535.76 16,702 8,948,225 Aug 22 04:43 PM Zuckerberg Mark COB and CEO Aug 21 '24 Sale 533.24 16,702 8,906,135 28,838 Aug 21 08:13 PM Zuckerberg Mark COB and CEO Aug 20 '24 Sale 528.16 16,702 8,821,340 37,565 Aug 21 08:11 PM Zuckerberg Mark COB and CEO Aug 19 '24 Sale 526.94 16,702 8,800,922 46,292 Aug 21 08:06 PM Zuckerberg Mark Officer Aug 21 '24 Proposed Sale 533.24 16,702 8,906,134 Aug 21 04:43 PM Newstead Jennifer Officer Aug 20 '24 Proposed Sale 528.38 905 478,184 Aug 20 05:15 PM Zuckerberg Mark Officer Aug 20 '24 Proposed Sale 528.16 16,702 8,821,340 Aug 20 05:14 PM Arnold John Douglas Director Aug 15 '24 Option Exercise 0.00 167 0 590 Aug 19 06:33 PM Xu Tony Director Aug 15 '24 Option Exercise 0.00 189 0 5,733 Aug 19 06:33 PM Newstead Jennifer Chief Legal Officer Aug 15 '24 Option Exercise 0.00 17,890 0 51,214 Aug 19 06:30 PM Newstead Jennifer Chief Legal Officer Aug 16 '24 Sale 532.21 905 481,648 41,437 Aug 19 06:30 PM TAN HOCK E Director Aug 15 '24 Option Exercise 0.00 167 0 590 Aug 19 06:30 PM Bosworth Andrew Chief Technology Officer Aug 15 '24 Option Exercise 0.00 12,261 0 24,251 Aug 19 06:28 PM Bosworth Andrew Chief Technology Officer Aug 16 '24 Sale 531.11 14,747 7,832,294 3,424 Aug 19 06:28 PM Bosworth Andrew Chief Technology Officer Aug 15 '24 Sale 526.76 5,057 2,663,825 11,990 Aug 19 06:28 PM LI SUSAN J Chief Financial Officer Aug 15 '24 Option Exercise 0.00 18,940 0 93,095 Aug 19 06:28 PM LI SUSAN J Chief Financial Officer Aug 15 '24 Sale 526.76 8,950 4,714,502 74,579 Aug 19 06:28 PM Clegg Nicholas President, Global Affairs Aug 15 '24 Option Exercise 0.00 11,474 0 20,229 Aug 19 06:26 PM Clegg Nicholas President, Global Affairs Aug 16 '24 Sale 531.11 14,822 7,872,129 0 Aug 19 06:26 PM Clegg Nicholas President, Global Affairs Aug 15 '24 Sale 526.76 1,133 596,819 8,755 Aug 19 06:26 PM Cox Christopher K Chief Product Officer Aug 15 '24 Option Exercise 0.00 31,206 0 374,137 Aug 19 06:25 PM Olivan Javier Chief Operating Officer Aug 15 '24 Option Exercise 0.00 9,470 0 19,908 Aug 19 06:24 PM Olivan Javier Chief Operating Officer Aug 15 '24 Sale 526.76 4,900 2,581,124 10,438 Aug 19 06:24 PM Olivan Javier Chief Operating Officer Aug 16 '24 Sale 531.40 619 328,937 14,837 Aug 19 06:24 PM Anderson Aaron Chief Accounting Officer Aug 15 '24 Option Exercise 0.00 1,783 0 4,863 Aug 19 06:21 PM Zuckerberg Mark COB and CEO Aug 16 '24 Sale 529.09 16,702 8,836,816 55,019 Aug 19 06:17 PM Zuckerberg Mark COB and CEO Aug 15 '24 Sale 535.94 16,702 8,951,223 63,746 Aug 19 06:13 PM Zuckerberg Mark Officer Aug 19 '24 Proposed Sale 526.94 16,702 8,800,922 Aug 19 04:39 PM Olivan Javier Officer Aug 16 '24 Proposed Sale 531.40 619 328,937 Aug 16 05:02 PM Newstead Jennifer Officer Aug 16 '24 Proposed Sale 532.21 905 481,648 Aug 16 05:01 PM Zuckerberg Mark Officer Aug 16 '24 Proposed Sale 529.09 16,702 8,836,816 Aug 16 05:00 PM Bosworth Andrew Officer Aug 16 '24 Proposed Sale 531.11 14,747 7,832,294 Aug 16 05:00 PM Clegg Nicholas Officer Aug 16 '24 Proposed Sale 531.11 14,822 7,872,129 Aug 16 04:59 PM Zuckerberg Mark Officer Aug 15 '24 Proposed Sale 535.94 16,702 8,951,223 Aug 15 04:48 PM Zuckerberg Mark COB and CEO Aug 14 '24 Sale 528.51 16,702 8,827,185 72,473 Aug 14 09:32 PM Zuckerberg Mark COB and CEO Aug 13 '24 Sale 525.54 16,702 8,777,531 81,200 Aug 14 09:26 PM Zuckerberg Mark COB and CEO Aug 12 '24 Sale 514.89 16,702 8,599,720 89,927 Aug 14 09:16 PM Zuckerberg Mark Officer Aug 14 '24 Proposed Sale 528.51 16,702 8,827,185 Aug 14 04:55 PM Zuckerberg Mark Officer Aug 13 '24 Proposed Sale 525.54 16,702 8,777,531 Aug 13 05:03 PM Zuckerberg Mark COB and CEO Aug 09 '24 Sale 513.09 16,702 8,569,646 98,654 Aug 12 09:23 PM Zuckerberg Mark COB and CEO Aug 08 '24 Sale 504.02 16,702 8,418,164 107,381 Aug 12 09:20 PM Zuckerberg Mark Officer Aug 12 '24 Proposed Sale 514.89 16,702 8,599,720 Aug 12 04:42 PM Zuckerberg Mark Officer Aug 09 '24 Proposed Sale 513.09 16,702 8,569,645 Aug 09 04:59 PM Alford Peggy Director Aug 06 '24 Sale 479.00 1,052 503,908 6,168 Aug 08 06:24 PM Zuckerberg Mark Officer Aug 08 '24 Proposed Sale 504.02 16,702 8,418,164 Aug 08 04:51 PM Zuckerberg Mark COB and CEO Aug 07 '24 Sale 505.04 6,534 3,299,926 116,108 Aug 07 08:57 PM Zuckerberg Mark COB and CEO Aug 06 '24 Sale 501.05 9,382 4,700,855 119,497 Aug 07 08:46 PM Newstead Jennifer Chief Legal Officer Aug 05 '24 Sale 451.15 901 406,488 33,324 Aug 07 06:03 PM Zuckerberg Mark Officer Aug 07 '24 Proposed Sale 505.04 6,534 3,299,926 Aug 07 04:43 PM Zuckerberg Mark Officer Aug 06 '24 Proposed Sale 501.05 9,382 4,700,855 Aug 06 04:52 PM Alford Peggy Director Aug 06 '24 Proposed Sale 479.00 1,052 503,908 Aug 06 04:11 PM Zuckerberg Mark COB and CEO Aug 02 '24 Sale 500.49 150 75,074 124,387 Aug 05 08:46 PM Zuckerberg Mark COB and CEO Aug 01 '24 Sale 511.94 5,421 2,775,229 124,467 Aug 05 08:39 PM Zuckerberg Mark COB and CEO Aug 01 '24 Sale 511.88 4,945 2,531,257 459,216 Aug 05 08:34 PM Olivan Javier Chief Operating Officer Aug 01 '24 Sale 521.48 412 214,850 5,147 Aug 05 06:39 PM Newstead Jennifer Officer Aug 05 '24 Proposed Sale 451.15 901 406,488 Aug 05 04:04 PM Zuckerberg Mark Officer Aug 02 '24 Proposed Sale 500.49 150 75,074 Aug 02 04:21 PM Newstead Jennifer Chief Legal Officer Jul 30 '24 Sale 467.00 905 422,635 34,225 Aug 01 06:33 PM Zuckerberg Mark Officer Aug 01 '24 Proposed Sale 511.91 10,366 5,306,486 Aug 01 05:00 PM Olivan Javier Officer Aug 01 '24 Proposed Sale 521.48 412 214,850 Aug 01 04:16 PM Newstead Jennifer Officer Jul 30 '24 Proposed Sale 467.00 905 422,635 Jul 30 04:06 PM Olivan Javier Chief Operating Officer Jul 25 '24 Sale 463.00 412 190,756 5,559 Jul 29 06:17 PM Newstead Jennifer Chief Legal Officer Jul 23 '24 Sale 489.80 905 443,269 35,130 Jul 25 06:10 PM Olivan Javier Chief Operating Officer Jul 18 '24 Sale 474.86 412 195,642 5,971 Jul 22 06:05 PM Zuckerberg Mark COB and CEO Jul 16 '24 Sale 502.27 1,712 859,892 129,888 Jul 17 08:40 PM Zuckerberg Mark COB and CEO Jul 15 '24 Sale 502.20 8,924 4,481,663 130,771 Jul 17 08:37 PM Newstead Jennifer Chief Legal Officer Jul 16 '24 Sale 501.42 905 453,785 36,035 Jul 17 07:10 PM Zuckerberg Mark COB and CEO Jul 12 '24 Sale 503.38 14,874 7,487,265 135,442 Jul 15 06:11 PM Zuckerberg Mark COB and CEO Jul 11 '24 Sale 519.22 8,727 4,531,258 143,191 Jul 15 06:07 PM Zuckerberg Mark COB and CEO Jul 11 '24 Sale 519.28 7,975 4,141,258 476,368 Jul 15 06:05 PM Olivan Javier Chief Operating Officer Jul 11 '24 Sale 530.81 412 218,694 6,383 Jul 15 06:03 PM Zuckerberg Mark COB and CEO Jul 10 '24 Sale 533.87 16,702 8,916,693 151,918 Jul 10 08:38 PM Zuckerberg Mark COB and CEO Jul 09 '24 Sale 532.24 16,702 8,889,412 160,645 Jul 10 08:34 PM Zuckerberg Mark COB and CEO Jul 08 '24 Sale 530.75 16,702 8,864,584 169,372 Jul 10 08:32 PM Newstead Jennifer Chief Legal Officer Jul 09 '24 Sale 533.95 905 483,225 36,940 Jul 10 08:30 PM
Index S&P 500 P/E 18.13 EPS (ttm) 4.73 Insider Own 0.62% Shs Outstand 192.90M Perf Week -4.98%
Market Cap 16.06B Forward P/E 12.16 EPS next Y 7.05 Insider Trans -1.01% Shs Float 186.20M Perf Month 2.70%
Income 927.00M PEG 1.44 EPS next Q 1.59 Inst Own 85.73% Short Float 1.85% Perf Quarter -0.10%
Sales 13.90B P/S 1.16 EPS this Y 12.83% Inst Trans -14.35% Short Ratio 3.68 Perf Half Y -5.10%
Book/sh 36.54 P/B 2.35 EPS next Y 11.76% ROA 5.65% Short Interest 3.44M Perf Year 12.81%
Cash/sh 7.53 P/C 11.38 EPS next 5Y 12.60% ROE 13.38% 52W Range 74.13 - 97.33 Perf YTD 6.58%
Dividend Est. 0.08 (0.09%) P/FCF 20.83 EPS past 5Y -1.11% ROI 8.91% 52W High -11.94% Beta 1.23
Dividend TTM 0.08 (0.09%) Quick Ratio 0.67 Sales past 5Y -0.09% Gross Margin 16.67% 52W Low 15.62% ATR (14) 1.70
Dividend Ex-Date Sep 13, 2024 Current Ratio 1.66 EPS Y/Y TTM 8.96% Oper. Margin 7.74% RSI (14) 39.08 Volatility 2.36% 1.58%
Employees 35000 Debt/Eq 0.58 Sales Y/Y TTM 5.58% Profit Margin 6.67% Recom 2.26 Target Price 103.36
Option/Short Yes / Yes LT Debt/Eq 0.52 EPS Q/Q 3.95% Payout 1.75% Rel Volume 0.96 Prev Close 87.23
Sales Surprise -0.97% EPS Surprise 4.00% Sales Q/Q 3.01% Earnings Jul 18 BMO Avg Volume 936.93K Price 85.71
SMA20 -2.73% SMA50 -3.10% SMA200 -1.04% Trades
Volume 900,943 Change -1.74%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-08-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$95
Mar-08-24 Upgrade BofA Securities
Neutral → Buy
$85 → $105
Oct-11-23 Initiated UBS
Sell
$73
Jul-06-23 Initiated Citigroup
Buy
$90
May-24-23 Downgrade Vertical Research
Buy → Hold
$70
Apr-06-23 Initiated Wolfe Research
Peer Perform
Sep-13-22 Initiated Bernstein
Mkt Perform
Aug-31-21 Upgrade Cowen
Market Perform → Outperform
$75 → $95
Jun-29-21 Upgrade Morgan Stanley
Equal-Weight → Overweight
$49 → $87
Apr-30-21 Upgrade Robert W. Baird
Neutral → Outperform
$57 → $72
Apr-19-21 Upgrade Credit Suisse
Neutral → Outperform
$41 → $72
Apr-08-21 Upgrade Goldman
Neutral → Buy
$45 → $71
Mar-31-21 Upgrade Barclays
Equal Weight → Overweight
$68
Jan-07-21 Downgrade Robert W. Baird
Outperform → Neutral
$45
Nov-17-20 Upgrade Susquehanna
Neutral → Positive
$38 → $55
Oct-01-20 Downgrade Cowen
Outperform → Market Perform
$39 → $38
Sep-08-20 Initiated Morgan Stanley
Equal-Weight
$45
Aug-17-20 Upgrade Alembic Global Advisors
Neutral → Overweight
$52
Jul-31-20 Upgrade Vertical Research
Hold → Buy
May-01-20 Downgrade JP Morgan
Overweight → Neutral
Show Previous Ratings
Sep-04-24 08:00AM
Aug-28-24 02:29PM
09:40AM
08:00AM
Aug-26-24 08:00AM
04:49PM
Loading…
Aug-24-24 04:49PM
Aug-21-24 12:00PM
Aug-15-24 07:05AM
Aug-13-24 11:46AM
Aug-09-24 01:38PM
Aug-08-24 11:00AM
Aug-05-24 09:30AM
Aug-01-24 10:14PM
(The Wall Street Journal)
Jul-31-24 09:06AM
Jul-30-24 05:04PM
04:00PM
Loading…
04:00PM
01:50PM
11:00AM
Jul-29-24 05:07PM
06:00AM
03:04AM
Jul-28-24 03:02AM
Jul-24-24 05:29PM
Jul-23-24 09:00AM
Jul-22-24 09:00AM
02:30AM
Jul-19-24 09:00AM
03:11AM
(Thomson Reuters StreetEvents)
Jul-18-24 03:25PM
10:38AM
09:30AM
Loading…
09:30AM
09:01AM
07:45AM
06:47AM
06:42AM
(Associated Press Finance)
06:30AM
Jul-17-24 03:01AM
02:40AM
Jul-16-24 08:05PM
09:11AM
Jul-15-24 10:33AM
Jul-12-24 04:00AM
Jul-11-24 05:22AM
Jul-10-24 02:30PM
04:51AM
Jul-09-24 03:32AM
Jul-08-24 03:41AM
Jul-04-24 09:01AM
Jul-03-24 05:32AM
Jun-28-24 09:50AM
Jun-26-24 09:00AM
Jun-24-24 06:00AM
Jun-20-24 01:35PM
Jun-13-24 04:50PM
12:00PM
07:00AM
Jun-12-24 06:00PM
Jun-07-24 09:02AM
May-28-24 10:27AM
06:15AM
04:00AM
May-27-24 04:00AM
May-24-24 11:56AM
May-20-24 10:27AM
10:00AM
09:00AM
May-17-24 07:01PM
02:38PM
May-16-24 02:18PM
May-14-24 01:10PM
11:00AM
May-13-24 02:19PM
11:00AM
May-07-24 09:48PM
11:00AM
May-06-24 11:00AM
May-02-24 11:00AM
May-01-24 09:40AM
Apr-29-24 11:02AM
09:00AM
07:18AM
Apr-26-24 11:09AM
09:35AM
08:24AM
07:41AM
03:03AM
01:04AM
Apr-25-24 10:36PM
(Thomson Reuters StreetEvents) -9.69%
05:46PM
05:14PM
02:30PM
12:56PM
12:08PM
10:54AM
10:46AM
10:44AM
10:43AM
09:30AM
09:16AM
09:08AM
Textron, Inc. is a multi-industry company, which leverages a global network of aircraft, defense, industrial, and finance businesses to customers. It operates through the following segments: Textron Aviation, Bell, Textron Systems, Industrial, Textron eAviation, and Finance. The Textron Aviation segment manufactures, sells, and services Beechcraft and Cessna aircraft. The Bell segment supplies military and commercial helicopters, tiltrotor aircraft, and related spare parts. The Textron Systems segment develops, manufactures, and integrates a variety of products and services for United States and international military. The Industrial segment designs and manufactures a variety of products within the Kautex and specialized vehicles product lines. The Textron eAviation segment covers pipistrel along with other research and development initiatives related to sustainable aviation solutions. The company was founded by Royal Little in 1923 and is headquartered in Providence, RI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BADER KATHLEEN M Director May 16 '24 Sale 87.91 11,870 1,043,491 3,756 May 17 05:05 PM Lupone E Robert EVP, General Counsel & Secy Feb 21 '24 Option Exercise 39.02 48,825 1,905,315 124,305 Feb 22 04:31 PM Lupone E Robert EVP, General Counsel & Secy Feb 20 '24 Option Exercise 38.72 8,380 324,436 102,772 Feb 22 04:31 PM Lupone E Robert EVP, General Counsel & Secy Feb 21 '24 Sale 85.17 48,825 4,158,484 97,993 Feb 22 04:31 PM Lupone E Robert EVP, General Counsel & Secy Feb 20 '24 Sale 85.11 8,380 713,192 97,993 Feb 22 04:31 PM Bamford Mark S VP & Corporate Controller Feb 14 '24 Option Exercise 38.76 12,141 470,632 24,704 Feb 16 04:32 PM Bamford Mark S VP & Corporate Controller Feb 16 '24 Option Exercise 49.58 6,177 306,256 24,017 Feb 16 04:32 PM Bamford Mark S VP & Corporate Controller Feb 14 '24 Sale 86.48 12,141 1,049,894 17,840 Feb 16 04:32 PM Bamford Mark S VP & Corporate Controller Feb 16 '24 Sale 86.45 6,177 534,002 17,840 Feb 16 04:32 PM Duffy Julie G EVP and CHRO Feb 14 '24 Option Exercise 38.91 12,736 495,574 40,227 Feb 16 04:32 PM Duffy Julie G EVP and CHRO Feb 14 '24 Sale 86.66 12,736 1,103,761 33,218 Feb 16 04:32 PM Connor Frank T Executive Vice President & CFO Feb 14 '24 Option Exercise 44.31 56,705 2,512,599 208,454 Feb 16 04:31 PM Connor Frank T Executive Vice President & CFO Feb 15 '24 Option Exercise 34.50 68,718 2,370,771 220,467 Feb 16 04:31 PM Connor Frank T Executive Vice President & CFO Feb 15 '24 Sale 86.41 68,718 5,938,108 151,749 Feb 16 04:31 PM Connor Frank T Executive Vice President & CFO Feb 14 '24 Sale 86.39 56,705 4,898,688 151,749 Feb 16 04:31 PM DONNELLY SCOTT C Chairman, President & CEO Feb 14 '24 Option Exercise 44.31 194,546 8,620,333 879,700 Feb 16 04:31 PM DONNELLY SCOTT C Chairman, President & CEO Feb 15 '24 Option Exercise 34.50 238,578 8,230,941 923,732 Feb 16 04:31 PM DONNELLY SCOTT C Chairman, President & CEO Feb 15 '24 Sale 86.41 238,578 20,616,432 685,154 Feb 16 04:31 PM DONNELLY SCOTT C Chairman, President & CEO Feb 14 '24 Sale 86.38 194,546 16,805,798 685,154 Feb 16 04:31 PM CLARK R KERRY Director Oct 27 '23 Sale 75.10 9,353 702,448 4,517 Oct 31 04:41 PM
Index - P/E 69.47 EPS (ttm) 1.98 Insider Own 7.73% Shs Outstand 187.07M Perf Week -4.78%
Market Cap 27.44B Forward P/E 23.65 EPS next Y 5.81 Insider Trans -31.87% Shs Float 184.24M Perf Month 1.60%
Income 378.20M PEG 2.80 EPS next Q 0.95 Inst Own 90.04% Short Float 2.28% Perf Quarter 2.57%
Sales 3.59B P/S 7.64 EPS this Y 13.68% Inst Trans 0.92% Short Ratio 3.51 Perf Half Y 1.40%
Book/sh 10.05 P/B 13.68 EPS next Y 40.07% ROA 1.60% Short Interest 4.20M Perf Year 35.13%
Cash/sh 7.64 P/C 17.99 EPS next 5Y 24.81% ROE 20.16% 52W Range 96.00 - 155.53 Perf YTD 15.58%
Dividend Est. 3.39 (2.47%) P/FCF 12.34 EPS past 5Y 52.32% ROI 2.30% 52W High -11.62% Beta 1.23
Dividend TTM 3.40 (2.47%) Quick Ratio - Sales past 5Y 47.97% Gross Margin 90.26% 52W Low 43.18% ATR (14) 3.34
Dividend Ex-Date Sep 16, 2024 Current Ratio - EPS Y/Y TTM 17.92% Oper. Margin 32.74% RSI (14) 38.72 Volatility 2.47% 1.86%
Employees 2850 Debt/Eq 7.24 Sales Y/Y TTM -6.10% Profit Margin 10.53% Recom 2.06 Target Price 149.14
Option/Short Yes / Yes LT Debt/Eq 7.23 EPS Q/Q -40.22% Payout 127.13% Rel Volume 0.82 Prev Close 141.05
Sales Surprise 11.02% EPS Surprise 0.87% Sales Q/Q -25.61% Earnings Aug 02 BMO Avg Volume 1.20M Price 137.45
SMA20 -4.35% SMA50 -3.64% SMA200 4.18% Trades
Volume 980,982 Change -2.55%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-27-24 Initiated Redburn Atlantic
Neutral
$140
Jun-13-24 Downgrade Deutsche Bank
Buy → Hold
$176 → $132
May-28-24 Initiated Deutsche Bank
Buy
$176
May-07-24 Initiated TD Cowen
Buy
$154
Jan-09-24 Downgrade Jefferies
Buy → Hold
$122
Oct-05-23 Initiated Wolfe Research
Outperform
$133
Jul-10-23 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$99 → $98
Jun-12-23 Downgrade Wells Fargo
Overweight → Equal Weight
$99 → $93
Nov-14-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$93
Aug-31-22 Initiated Barclays
Overweight
$92
Jun-08-22 Initiated JMP Securities
Mkt Perform
Jan-25-22 Initiated Piper Sandler
Overweight
$97
Dec-16-21 Initiated Wells Fargo
Overweight
$96
Dec-16-21 Initiated BofA Securities
Buy
$117
Sep-10-21 Resumed Morgan Stanley
Equal-Weight
$90
Jun-08-21 Upgrade BMO Capital Markets
Market Perform → Outperform
$63 → $68
Mar-29-21 Downgrade BMO Capital Markets
Outperform → Market Perform
$60 → $59
Feb-24-21 Initiated Credit Suisse
Neutral
$54
May-29-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$40 → $47
Jan-14-20 Downgrade Oppenheimer
Outperform → Perform
Show Previous Ratings
Sep-05-24 01:11PM
Sep-03-24 04:30PM
Aug-27-24 11:52AM
Aug-19-24 04:12AM
(Hotel Management Network)
Aug-14-24 06:00PM
12:33PM
Loading…
Aug-02-24 12:33PM
09:30AM
07:25AM
06:30AM
06:24AM
(Associated Press Finance)
06:00AM
04:30AM
Jul-31-24 12:43PM
08:15AM
(Private Banker International)
06:30AM
04:05PM
Loading…
Jul-30-24 04:05PM
09:15AM
Jul-29-24 06:43AM
Jul-26-24 10:00AM
Jul-23-24 01:21PM
09:03AM
Jul-19-24 01:58PM
10:41AM
Jul-17-24 08:35AM
Jul-16-24 06:00AM
Jul-05-24 03:14AM
Jul-01-24 04:30PM
Jun-26-24 11:18AM
Jun-24-24 06:30AM
Jun-21-24 10:07AM
10:00AM
Loading…
Jun-16-24 10:00AM
Jun-14-24 11:20AM
07:04AM
Jun-13-24 01:18PM
Jun-12-24 10:33PM
04:26PM
Jun-11-24 01:51AM
Jun-05-24 06:51AM
Jun-04-24 04:30PM
May-31-24 05:05PM
(Investor's Business Daily)
04:30PM
May-29-24 09:51PM
May-28-24 09:40AM
May-22-24 04:30PM
12:03PM
May-21-24 12:07PM
10:00AM
(The Wall Street Journal)
09:17AM
08:58AM
08:18AM
08:00AM
May-20-24 02:30PM
06:00AM
May-16-24 11:38AM
06:31AM
May-12-24 10:40AM
May-10-24 06:30AM
06:30AM
05:07AM
01:07AM
May-09-24 09:23AM
(Hotel Management Network)
02:00AM
May-07-24 07:14AM
06:53AM
May-04-24 08:00AM
(Investor's Business Daily)
May-03-24 10:07AM
03:49AM
02:16AM
(Thomson Reuters StreetEvents)
May-02-24 12:40PM
10:56AM
09:30AM
08:50AM
07:32AM
07:07AM
06:30AM
06:19AM
(Associated Press Finance)
06:00AM
Apr-25-24 11:13AM
(Investor's Business Daily)
11:13AM
(Investor's Business Daily)
10:01AM
Apr-24-24 05:01PM
Apr-22-24 07:10PM
(The Wall Street Journal)
Apr-19-24 01:45PM
08:00AM
(Investor's Business Daily)
Apr-15-24 04:28PM
Apr-13-24 11:16AM
(Investor's Business Daily)
Apr-10-24 01:39PM
Apr-08-24 10:40PM
07:00AM
Apr-05-24 11:08PM
04:59PM
Apr-04-24 05:16PM
Apr-03-24 06:30AM
Apr-02-24 09:40AM
Mar-31-24 08:19AM
Mar-30-24 03:45AM
Mar-25-24 07:00AM
Mar-22-24 01:20PM
Mar-20-24 11:25AM
(Investor's Business Daily)
Mar-18-24 08:28AM
Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RYAN BERRY Officer Sep 05 '24 Proposed Sale 140.86 57,500 8,099,450 Sep 05 04:25 PM Rosenthal Bennett Co-Founder & Chairman of PEG Sep 03 '24 Sale 142.66 26,579 3,791,691 75,000 Sep 04 08:27 PM Arougheti Michael J Co-Founder, CEO and President Aug 28 '24 Sale 145.31 27,628 4,014,563 28,095 Aug 30 09:25 PM Arougheti Michael J Co-Founder, CEO and President Aug 30 '24 Sale 145.62 14,962 2,178,766 0 Aug 30 09:25 PM Arougheti Michael J Co-Founder, CEO and President Aug 29 '24 Sale 145.14 13,133 1,906,142 14,962 Aug 30 09:25 PM KAPLAN DAVID B Co-Founder Aug 28 '24 Sale 145.30 27,687 4,023,021 28,075 Aug 30 09:24 PM KAPLAN DAVID B Co-Founder Aug 30 '24 Sale 145.63 14,536 2,116,818 0 Aug 30 09:24 PM KAPLAN DAVID B Co-Founder Aug 29 '24 Sale 145.09 13,539 1,964,395 14,536 Aug 30 09:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 30 '24 Sale 145.77 34,888 5,085,666 101,579 Aug 30 09:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 29 '24 Sale 145.12 13,533 1,963,964 136,467 Aug 30 09:24 PM BAR HOLDINGS LLC Officer Aug 29 '24 Proposed Sale 145.19 75,000 10,889,250 Aug 29 04:28 PM KAPLAN DAVID B Co-Founder Aug 23 '24 Sale 146.35 36,059 5,277,281 100,549 Aug 27 07:41 PM KAPLAN DAVID B Co-Founder Aug 27 '24 Sale 147.09 25,525 3,754,461 55,762 Aug 27 07:41 PM KAPLAN DAVID B Co-Founder Aug 26 '24 Sale 146.74 19,262 2,826,549 81,287 Aug 27 07:41 PM Arougheti Michael J Co-Founder, CEO and President Aug 23 '24 Sale 146.36 36,469 5,337,559 100,501 Aug 27 07:40 PM Arougheti Michael J Co-Founder, CEO and President Aug 27 '24 Sale 147.08 25,738 3,785,542 55,723 Aug 27 07:40 PM Arougheti Michael J Co-Founder, CEO and President Aug 26 '24 Sale 146.73 19,040 2,793,760 81,461 Aug 27 07:40 PM TRENTLY HOLDINGS, LLCC/O DAVID Officer Aug 23 '24 Proposed Sale 143.50 125,000 17,937,500 Aug 23 04:30 PM Arougheti Michael J Co-Founder, CEO and President Aug 20 '24 Sale 144.30 19,610 2,829,755 171,936 Aug 22 07:52 PM Arougheti Michael J Co-Founder, CEO and President Aug 22 '24 Sale 144.21 19,271 2,779,084 136,970 Aug 22 07:52 PM Arougheti Michael J Co-Founder, CEO and President Aug 21 '24 Sale 144.10 15,695 2,261,601 156,241 Aug 22 07:52 PM KAPLAN DAVID B Co-Founder Aug 20 '24 Sale 144.30 19,560 2,822,455 171,774 Aug 22 07:51 PM KAPLAN DAVID B Co-Founder Aug 22 '24 Sale 144.21 19,368 2,793,145 136,608 Aug 22 07:51 PM KAPLAN DAVID B Co-Founder Aug 21 '24 Sale 144.10 15,798 2,276,508 155,976 Aug 22 07:51 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 20 '24 Sale 144.29 19,773 2,853,102 171,735 Aug 22 07:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 21 '24 Sale 144.09 15,704 2,262,742 156,031 Aug 22 07:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 22 '24 Sale 144.24 6,031 869,912 150,000 Aug 22 07:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 15 '24 Sale 145.67 27,172 3,958,029 222,828 Aug 19 09:38 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 16 '24 Sale 144.94 21,166 3,067,783 201,662 Aug 19 09:38 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 19 '24 Sale 144.46 10,154 1,466,886 191,508 Aug 19 09:38 PM Arougheti Michael J Co-Founder, CEO and President Aug 15 '24 Sale 145.67 27,120 3,950,492 222,880 Aug 19 09:36 PM Arougheti Michael J Co-Founder, CEO and President Aug 16 '24 Sale 144.94 21,111 3,059,809 201,769 Aug 19 09:36 PM Arougheti Michael J Co-Founder, CEO and President Aug 19 '24 Sale 144.47 10,223 1,476,880 191,546 Aug 19 09:36 PM KAPLAN DAVID B Co-Founder Aug 15 '24 Sale 145.67 27,068 3,943,027 222,932 Aug 19 09:35 PM KAPLAN DAVID B Co-Founder Aug 16 '24 Sale 144.95 21,148 3,065,309 201,784 Aug 19 09:35 PM KAPLAN DAVID B Co-Founder Aug 19 '24 Sale 144.46 10,450 1,509,637 191,334 Aug 19 09:35 PM TRENTLY HOLDINGS, LLCC/O DAVID Officer Aug 15 '24 Proposed Sale 143.83 125,000 17,978,750 Aug 15 04:32 PM BAR HOLDINGS, LLCC/O BENNETT R Officer Aug 15 '24 Proposed Sale 143.83 100,000 14,383,000 Aug 15 04:32 PM ATTICUS ENTERPRISES LLC Officer Aug 15 '24 Proposed Sale 143.83 250,000 35,957,500 Aug 15 04:31 PM deVeer R. Kipp Head of Credit Group Jul 22 '24 Sale 150.21 41,676 6,260,152 1,075,000 Jul 23 08:15 PM KAPLAN DAVID B Co-Founder Jun 21 '24 Sale 131.94 125,000 16,492,637 0 Jun 25 08:41 PM Rosenthal Bennett Co-Founder & Chairman of PEG Jun 21 '24 Sale 131.94 150,000 19,790,618 0 Jun 25 08:39 PM Olian Judy D. Director Jun 07 '24 Sale 134.00 3,417 457,865 27,312 Jun 10 09:48 PM KAPLAN DAVID B Co-Founder May 31 '24 Sale 140.35 110,341 15,486,877 139,659 Jun 04 06:45 PM KAPLAN DAVID B Co-Founder Jun 03 '24 Sale 138.11 14,659 2,024,589 125,000 Jun 04 06:45 PM Rosenthal Bennett Co-Founder & Chairman of PEG May 31 '24 Sale 140.41 100,000 14,041,185 150,000 Jun 04 06:39 PM Arougheti Michael J Co-Founder, CEO and President May 15 '24 Sale 148.22 157,837 23,395,197 92,163 May 17 07:29 PM Arougheti Michael J Co-Founder, CEO and President May 16 '24 Sale 147.69 92,163 13,611,491 0 May 17 07:29 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 17 '24 Sale 131.51 143,569 18,880,987 0 Apr 19 06:27 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 15 '24 Sale 129.72 50,000 6,485,848 0 Apr 16 09:38 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 16 '24 Sale 130.29 159,860 20,827,932 0 Apr 16 09:37 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 15 '24 Sale 129.60 94,697 12,273,163 0 Apr 16 09:37 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 11 '24 Sale 134.11 175,000 23,469,760 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 10 '24 Sale 134.36 139,915 18,798,655 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 12 '24 Sale 131.97 114,492 15,109,066 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 09 '24 Sale 133.22 212,637 28,327,209 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 08 '24 Sale 134.89 174,258 23,505,517 0 Apr 09 08:06 PM KAPLAN DAVID B Co-Founder Apr 03 '24 Sale 132.04 40,222 5,311,007 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 04 '24 Sale 132.57 178,465 23,659,773 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 05 '24 Sale 133.56 175,152 23,393,850 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 03 '24 Sale 132.11 45,984 6,075,118 0 Apr 05 08:16 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 03 '24 Sale 132.04 13,096 1,729,246 50,000 Apr 05 08:15 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 02 '24 Sale 129.80 50,717 6,582,814 0 Apr 02 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 01 '24 Sale 131.74 33,942 4,471,613 0 Apr 02 08:54 PM KAPLAN DAVID B Co-Founder Apr 02 '24 Sale 129.79 50,873 6,602,697 40,222 Apr 02 08:52 PM KAPLAN DAVID B Co-Founder Apr 01 '24 Sale 131.75 33,905 4,466,962 91,095 Apr 02 08:52 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 02 '24 Sale 129.87 53,000 6,883,339 63,096 Apr 02 08:51 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 01 '24 Sale 131.75 33,904 4,466,819 116,096 Apr 02 08:51 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 27 '24 Sale 132.69 48,572 6,445,026 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 28 '24 Sale 133.06 40,500 5,389,060 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 26 '24 Sale 133.94 23,796 3,187,247 0 Mar 26 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 25 '24 Sale 133.96 18,881 2,529,309 0 Mar 26 08:14 PM Arougheti Michael J Co-Founder, CEO and President Mar 25 '24 Sale 134.01 4,488 601,429 0 Mar 26 08:09 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 21 '24 Sale 136.95 57,794 7,914,754 0 Mar 22 09:23 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 20 '24 Sale 132.87 18,223 2,421,232 38,535 Mar 22 09:23 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 22 '24 Sale 134.58 15,304 2,059,631 0 Mar 22 09:23 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 20 '24 Sale 132.86 17,723 2,354,597 154,810 Mar 22 09:22 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 21 '24 Sale 136.87 4,810 658,364 150,000 Mar 22 09:22 PM KAPLAN DAVID B Co-Founder Mar 21 '24 Sale 136.88 26,464 3,622,397 125,000 Mar 22 09:21 PM KAPLAN DAVID B Co-Founder Mar 20 '24 Sale 132.92 19,999 2,658,215 151,464 Mar 22 09:21 PM Arougheti Michael J Co-Founder, CEO and President Mar 21 '24 Sale 136.92 56,557 7,743,851 19,838 Mar 22 09:20 PM Arougheti Michael J Co-Founder, CEO and President Mar 20 '24 Sale 132.92 19,749 2,624,963 76,395 Mar 22 09:20 PM Arougheti Michael J Co-Founder, CEO and President Mar 22 '24 Sale 134.58 15,350 2,065,879 4,488 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 15 '24 Sale 132.46 38,915 5,154,771 96,085 Mar 19 09:53 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 18 '24 Sale 130.86 22,103 2,892,289 73,982 Mar 19 09:53 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 19 '24 Sale 131.68 17,224 2,268,085 56,758 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 15 '24 Sale 132.48 38,203 5,061,013 211,797 Mar 19 09:51 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 18 '24 Sale 130.85 22,155 2,898,882 189,642 Mar 19 09:51 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 19 '24 Sale 131.69 17,109 2,253,020 172,533 Mar 19 09:51 PM KAPLAN DAVID B Co-Founder Mar 15 '24 Sale 132.47 39,088 5,177,908 210,912 Mar 19 09:50 PM KAPLAN DAVID B Co-Founder Mar 18 '24 Sale 130.84 22,115 2,893,579 188,797 Mar 19 09:50 PM KAPLAN DAVID B Co-Founder Mar 19 '24 Sale 131.68 17,334 2,282,623 171,463 Mar 19 09:50 PM Arougheti Michael J Co-Founder, CEO and President Mar 18 '24 Sale 130.84 22,196 2,904,135 113,612 Mar 19 09:49 PM Arougheti Michael J Co-Founder, CEO and President Mar 19 '24 Sale 131.69 17,468 2,300,340 96,144 Mar 19 09:49 PM Arougheti Michael J Co-Founder, CEO and President Mar 14 '24 Sale 132.97 74,585 9,917,744 1,375,000 Mar 18 09:47 PM Arougheti Michael J Co-Founder, CEO and President Mar 15 '24 Sale 132.46 39,192 5,191,363 135,808 Mar 18 09:47 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 07 '24 Sale 130.30 3,000,000 390,900,000 0 Mar 08 04:18 PM deVeer R. Kipp Head of Credit Group Feb 14 '24 Sale 136.47 82,796 11,299,170 1,245,729 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 16 '24 Sale 135.25 80,637 10,905,988 1,116,676 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 15 '24 Sale 135.39 48,416 6,555,282 1,197,313 Feb 16 08:44 PM
Index - P/E - EPS (ttm) -2.34 Insider Own 25.48% Shs Outstand 160.46M Perf Week 10.86%
Market Cap 8.52B Forward P/E 83.25 EPS next Y 0.64 Insider Trans -1.91% Shs Float 120.08M Perf Month 22.92%
Income -363.32M PEG - EPS next Q 0.15 Inst Own 60.57% Short Float 3.54% Perf Quarter 20.33%
Sales 665.22M P/S 12.81 EPS this Y 131.30% Inst Trans 7.96% Short Ratio 1.62 Perf Half Y -10.14%
Book/sh 4.01 P/B 13.25 EPS next Y 37.85% ROA -28.33% Short Interest 4.25M Perf Year 6.20%
Cash/sh 6.75 P/C 7.87 EPS next 5Y 38.10% ROE -50.94% 52W Range 40.19 - 78.53 Perf YTD -15.68%
Dividend Est. - P/FCF 128.86 EPS past 5Y -31.81% ROI -56.52% 52W High -32.40% Beta 0.37
Dividend TTM - Quick Ratio 1.92 Sales past 5Y 64.50% Gross Margin 89.29% 52W Low 32.10% ATR (14) 2.66
Dividend Ex-Date - Current Ratio 1.92 EPS Y/Y TTM -86.06% Oper. Margin -24.02% RSI (14) 59.91 Volatility 6.02% 4.08%
Employees 2130 Debt/Eq 0.00 Sales Y/Y TTM 32.42% Profit Margin -54.62% Recom 1.57 Target Price 64.91
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 123.87% Payout - Rel Volume 0.87 Prev Close 55.85
Sales Surprise 3.24% EPS Surprise 51.36% Sales Q/Q 30.81% Earnings Sep 03 AMC Avg Volume 2.62M Price 53.09
SMA20 14.71% SMA50 8.48% SMA200 -5.39% Trades
Volume 2,286,717 Change -4.94%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-27-24 Reiterated BofA Securities
Buy
$80 → $66
Aug-27-24 Initiated Robert W. Baird
Outperform
$59
Apr-12-24 Upgrade Raymond James
Mkt Perform → Outperform
$70
Apr-09-24 Initiated Wells Fargo
Overweight
$70
Mar-22-24 Initiated CapitalOne
Overweight
$72
Mar-19-24 Initiated KeyBanc Capital Markets
Overweight
$70
Mar-06-24 Upgrade Wolfe Research
Peer Perform → Outperform
$75
Jan-08-24 Upgrade Mizuho
Neutral → Buy
$73
Nov-29-23 Initiated Raymond James
Mkt Perform
Nov-22-23 Initiated Cantor Fitzgerald
Overweight
$55
Nov-17-23 Downgrade Barclays
Overweight → Equal Weight
$65 → $50
Nov-13-23 Initiated BTIG Research
Buy
$56
Sep-12-23 Initiated Canaccord Genuity
Buy
$62
Sep-12-23 Initiated Bernstein
Outperform
$62
Jun-20-23 Initiated Wolfe Research
Peer Perform
May-10-23 Initiated DA Davidson
Neutral
$30
Mar-30-23 Initiated SMBC Nikko
Neutral
$37
Mar-29-23 Initiated Mizuho
Neutral
$38
Feb-10-23 Downgrade Needham
Buy → Hold
Jan-23-23 Initiated FBN Securities
Outperform
$60
Show Previous Ratings
Sep-06-24 02:14PM
Sep-05-24 12:29PM
Sep-04-24 04:25PM
02:17PM
02:09PM
02:00PM
Loading…
02:00PM
12:47PM
12:46PM
12:35PM
12:07PM
(The Wall Street Journal)
11:26AM
10:39AM
10:27AM
10:03AM
10:03AM
07:45AM
Loading…
07:45AM
07:17AM
(Thomson Reuters StreetEvents)
05:37AM
Sep-03-24 05:30PM
04:12PM
04:05PM
10:07AM
Sep-02-24 09:01AM
03:01AM
Sep-01-24 08:00AM
Aug-28-24 09:00AM
Aug-27-24 10:47AM
Aug-26-24 05:12AM
04:59AM
Aug-22-24 04:05PM
11:16AM
Loading…
11:16AM
Aug-13-24 04:05PM
Aug-08-24 02:52AM
Aug-01-24 11:00AM
Jul-30-24 12:00PM
Jul-26-24 03:57AM
Jul-25-24 12:21PM
Jul-22-24 08:45AM
Jul-18-24 10:31AM
04:54AM
Jul-17-24 06:32PM
(Yahoo Finance Video) +9.34%
03:56PM
12:50PM
(Investor's Business Daily)
12:48PM
10:55AM
09:52AM
07:16AM
07:15AM
02:02AM
Jul-16-24 08:41AM
Jul-04-24 07:57AM
Jul-03-24 11:14AM
Jun-28-24 08:39PM
09:55AM
Jun-26-24 01:00PM
09:35AM
Jun-25-24 09:05AM
09:03AM
09:00AM
06:30AM
Jun-14-24 02:43AM
Jun-13-24 03:00PM
Jun-12-24 09:00AM
Jun-11-24 02:47AM
Jun-07-24 12:00PM
09:35AM
08:30AM
Jun-06-24 11:14AM
Jun-04-24 04:28PM
02:51PM
01:01PM
(The Wall Street Journal)
12:43PM
11:07AM
09:01AM
08:02AM
Jun-03-24 08:52PM
05:15PM
04:21PM
04:05PM
Jun-02-24 07:00AM
03:01AM
May-30-24 12:31PM
May-25-24 04:10AM
May-24-24 06:00AM
May-23-24 05:21AM
May-17-24 08:33AM
May-16-24 09:00AM
May-13-24 04:05PM
May-12-24 03:00AM
May-11-24 07:38AM
May-08-24 06:15PM
May-04-24 02:31AM
May-03-24 04:22PM
May-01-24 06:15PM
Apr-24-24 06:15PM
Apr-18-24 06:15PM
04:05PM
Apr-14-24 09:00AM
Apr-13-24 09:00AM
Apr-12-24 06:15PM
Gitlab, Inc. provides code hosting and collaboration platform services. It offers continuous integration, source code management, out-of-the-box pipelines, agile development, and value stream management. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2014 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BLASING KAREN Director Aug 16 '24 Sale 45.00 3,250 146,250 147,733 Aug 19 04:15 PM KAREN BLASING Director Aug 16 '24 Proposed Sale 44.80 10,930 489,664 Aug 16 04:30 PM Sijbrandij Sytse Chief Executive Officer Aug 14 '24 Sale 42.74 56,000 2,393,321 0 Aug 15 04:25 PM SYTSE SIJBRANDIJ REVOCABLE TRU Director Aug 14 '24 Proposed Sale 44.12 56,000 2,470,720 Aug 14 04:25 PM ROBINS BRIAN G Chief Financial Officer Aug 01 '24 Sale 49.24 23,332 1,148,938 259,109 Aug 02 06:10 PM BLASING KAREN Director Jul 17 '24 Sale 56.25 4,430 249,188 150,983 Jul 17 07:39 PM BLASING KAREN Director Jul 15 '24 Sale 49.75 3,500 174,125 155,413 Jul 17 07:39 PM Schulman Robin Chief Legal Officer & Corp Sec Jul 17 '24 Sale 56.25 2,402 135,112 142,933 Jul 17 07:37 PM Sijbrandij Sytse Chief Executive Officer Jul 15 '24 Sale 48.99 56,000 2,743,507 0 Jul 17 07:35 PM Saintil Merline Director Jul 03 '24 Sale 51.51 1,182 60,885 9,902 Jul 08 04:24 PM Mannix Erin Chief Accounting Officer Jun 27 '24 Sale 50.00 494 24,700 75,776 Jul 01 08:23 PM Mannix Erin Chief Accounting Officer Jul 01 '24 Sale 48.61 444 21,583 75,332 Jul 01 08:23 PM ROBINS BRIAN G Chief Financial Officer Jul 01 '24 Sale 50.24 23,334 1,172,269 282,441 Jul 01 08:23 PM BLASING KAREN Director Jun 26 '24 Sale 45.00 3,500 157,500 154,869 Jun 28 03:53 PM Saintil Merline Director Jun 26 '24 Sale 44.28 1,329 58,848 7,040 Jun 28 09:00 AM Mannix Erin Chief Accounting Officer Jun 20 '24 Sale 42.92 494 21,202 72,955 Jun 24 07:18 PM Sijbrandij Sytse Chief Executive Officer Jun 17 '24 Sale 43.53 56,000 2,437,680 0 Jun 20 05:35 PM ROBINS BRIAN G Chief Financial Officer Jun 12 '24 Sale 45.46 11,667 530,382 293,508 Jun 13 06:36 PM ROBINS BRIAN G Chief Financial Officer Jun 07 '24 Sale 43.56 11,667 508,215 305,175 Jun 11 05:33 PM Sijbrandij Sytse Chief Executive Officer May 15 '24 Sale 56.27 56,000 3,150,917 0 May 17 04:15 PM ROBINS BRIAN G Chief Financial Officer May 01 '24 Sale 53.27 30,000 1,598,085 316,146 May 03 04:18 PM Sijbrandij Sytse Chief Executive Officer Apr 15 '24 Sale 54.92 56,000 3,075,458 0 Apr 17 04:11 PM ROBINS BRIAN G Chief Financial Officer Apr 01 '24 Sale 56.08 60,000 3,365,038 346,146 Apr 03 05:10 PM Bedi Sundeep Director Mar 27 '24 Sale 58.64 9,000 527,770 8,369 Mar 29 06:11 PM Schulman Robin Chief Legal Officer & Corp Sec Mar 21 '24 Sale 58.75 2,425 142,469 55,150 Mar 25 04:26 PM Mannix Erin Chief Accounting Officer Mar 21 '24 Sale 59.53 958 57,026 74,908 Mar 25 04:19 PM Sijbrandij Sytse Chief Executive Officer Mar 15 '24 Sale 53.59 230,000 12,326,664 0 Mar 19 08:00 PM Sijbrandij Sytse Chief Executive Officer Mar 18 '24 Sale 55.19 75,000 4,139,250 0 Mar 19 08:00 PM Sijbrandij Sytse Chief Executive Officer Feb 14 '24 Sale 74.06 380,000 28,141,722 0 Feb 16 04:26 PM ROBINS BRIAN G Chief Financial Officer Feb 13 '24 Sale 72.56 13,000 943,260 319,300 Feb 15 04:34 PM Schulman Robin Chief Legal Officer & Corp Sec Feb 08 '24 Sale 75.11 30,543 2,294,085 60,132 Feb 12 04:37 PM Schulman Robin Chief Legal Officer & Corp Sec Jan 30 '24 Sale 75.02 15,712 1,178,714 60,132 Feb 01 06:48 PM ROBINS BRIAN G Chief Financial Officer Jan 22 '24 Sale 70.59 75,000 5,294,330 332,300 Jan 24 04:29 PM Schulman Robin Chief Legal Officer & Corp Sec Jan 18 '24 Sale 65.66 45,855 3,010,839 60,132 Jan 18 07:29 PM Schulman Robin Chief Legal Officer & Corp Sec Jan 17 '24 Sale 65.00 1,704 110,760 60,132 Jan 18 07:29 PM Sijbrandij Sytse Chief Executive Officer Jan 16 '24 Sale 62.32 380,000 23,679,723 0 Jan 18 05:02 PM ROBINS BRIAN G Chief Financial Officer Jan 09 '24 Sale 60.88 13,000 791,438 407,300 Jan 11 04:29 PM Schulman Robin Chief Legal Officer & Corp Sec Dec 29 '23 Sale 63.36 93,609 5,931,331 61,436 Jan 03 04:18 PM Mannix Erin Chief Accounting Officer Dec 27 '23 Sale 65.00 1,322 85,930 67,370 Dec 28 04:36 PM Mannix Erin Chief Accounting Officer Dec 21 '23 Sale 63.01 1,982 124,886 68,692 Dec 26 07:19 PM Porter Mark Director Dec 15 '23 Sale 64.00 746 47,744 10,281 Dec 19 06:18 PM Porter Mark Director Dec 18 '23 Sale 62.41 625 39,006 9,656 Dec 19 06:18 PM Sijbrandij Sytse Chief Executive Officer Dec 15 '23 Sale 62.47 1,425,567 89,053,667 189,716 Dec 18 05:57 PM BOSTROM SUSAN L Director Dec 12 '23 Sale 60.87 40,000 2,434,800 220,869 Dec 13 04:19 PM ROBINS BRIAN G Chief Financial Officer Dec 11 '23 Sale 59.90 37,498 2,246,001 426,840 Dec 13 04:08 PM ROBINS BRIAN G Chief Financial Officer Dec 12 '23 Sale 60.00 2,502 150,120 424,338 Dec 13 04:08 PM Sijbrandij Sytse Chief Executive Officer Nov 15 '23 Sale 49.12 159,433 7,831,015 0 Nov 17 05:14 PM ROBINS BRIAN G Chief Financial Officer Nov 13 '23 Sale 45.49 10,000 454,900 464,338 Nov 15 04:19 PM Sijbrandij Sytse Chief Executive Officer Oct 16 '23 Sale 46.98 155,000 7,281,489 0 Oct 18 05:14 PM ROBINS BRIAN G Chief Financial Officer Oct 11 '23 Sale 48.20 10,000 482,000 474,338 Oct 13 04:13 PM Jacobson Matthew Director Sep 20 '23 Sale 48.37 89,177 4,313,153 657,578 Sep 22 05:41 PM ICONIQ Strategic Partners IV, 10% Owner Sep 20 '23 Sale 48.37 55,613 2,689,789 1,089,531 Sep 22 05:37 PM ICONIQ Strategic Partners IV, 10% Owner Sep 20 '23 Sale 48.37 33,564 1,623,363 657,578 Sep 22 05:37 PM Sijbrandij Sytse Chief Executive Officer Sep 15 '23 Sale 48.45 155,000 7,510,273 0 Sep 19 05:21 PM BOSTROM SUSAN L Director Sep 13 '23 Sale 51.00 15,000 765,000 260,869 Sep 15 04:35 PM ICONIQ Strategic Partners III, 10% Owner Sep 13 '23 Sale 51.31 42,294 2,170,046 1,387,619 Sep 15 04:15 PM ICONIQ Strategic Partners III, 10% Owner Sep 13 '23 Sale 51.31 39,582 2,030,897 1,298,646 Sep 15 04:15 PM Jacobson Matthew Director Sep 13 '23 Sale 51.31 81,876 4,200,943 1,298,646 Sep 15 04:15 PM ROBINS BRIAN G Chief Financial Officer Sep 12 '23 Sale 52.82 10,000 528,185 486,849 Sep 14 04:45 PM BOSTROM SUSAN L Director Sep 08 '23 Sale 52.76 20,000 1,055,200 305,869 Sep 12 06:45 PM BOSTROM SUSAN L Director Sep 12 '23 Sale 53.15 15,000 797,250 275,869 Sep 12 06:45 PM BOSTROM SUSAN L Director Sep 11 '23 Sale 53.00 15,000 795,000 290,869 Sep 12 06:45 PM
Index S&P 500 P/E 149.20 EPS (ttm) 5.53 Insider Own 0.47% Shs Outstand 206.00M Perf Week -0.75%
Market Cap 169.96B Forward P/E 49.84 EPS next Y 16.55 Insider Trans -2.61% Shs Float 205.02M Perf Month 6.28%
Income 1.15B PEG 6.81 EPS next Q 3.45 Inst Own 91.50% Short Float 1.44% Perf Quarter 17.33%
Sales 9.96B P/S 17.07 EPS this Y 27.85% Inst Trans -0.19% Short Ratio 2.32 Perf Half Y 7.42%
Book/sh 42.10 P/B 19.60 EPS next Y 20.11% ROA 6.92% Short Interest 2.94M Perf Year 37.85%
Cash/sh 26.32 P/C 31.35 EPS next 5Y 21.90% ROE 14.70% 52W Range 527.24 - 863.85 Perf YTD 16.78%
Dividend Est. - P/FCF 55.13 EPS past 5Y - ROI 10.59% 52W High -4.49% Beta 0.99
Dividend TTM - Quick Ratio 1.05 Sales past 5Y 28.08% Gross Margin 79.07% 52W Low 56.48% ATR (14) 22.41
Dividend Ex-Date - Current Ratio 1.05 EPS Y/Y TTM -20.05% Oper. Margin 10.78% RSI (14) 52.37 Volatility 2.77% 2.08%
Employees 22668 Debt/Eq 0.26 Sales Y/Y TTM 24.17% Profit Margin 11.51% Recom 1.39 Target Price 872.65
Option/Short Yes / Yes LT Debt/Eq 0.25 EPS Q/Q -75.20% Payout 0.00% Rel Volume 0.84 Prev Close 835.40
Sales Surprise 0.77% EPS Surprise 10.77% Sales Q/Q 22.19% Earnings Jul 24 AMC Avg Volume 1.27M Price 825.04
SMA20 -0.22% SMA50 3.60% SMA200 10.05% Trades
Volume 1,068,992 Change -1.24%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-08-24 Downgrade Guggenheim
Neutral → Sell
$640
Apr-25-24 Reiterated BMO Capital Markets
Outperform
$850 → $830
Apr-15-24 Downgrade Guggenheim
Buy → Neutral
Mar-21-24 Initiated KeyBanc Capital Markets
Overweight
$1000
Jan-22-24 Reiterated Needham
Buy
$660 → $900
Sep-15-23 Initiated HSBC Securities
Buy
$704
Jun-14-23 Initiated Needham
Buy
$660
Apr-28-23 Upgrade Exane BNP Paribas
Underperform → Neutral
$410
Apr-04-23 Upgrade Robert W. Baird
Neutral → Outperform
$475 → $548
Jan-09-23 Downgrade Truist
Buy → Hold
$525 → $420
Nov-02-22 Resumed Macquarie
Outperform
$500
Oct-31-22 Initiated CapitalOne
Overweight
$516
Oct-27-22 Upgrade MoffettNathanson
Market Perform → Outperform
$549
Oct-24-22 Upgrade Guggenheim
Neutral → Buy
Oct-11-22 Upgrade JP Morgan
Neutral → Overweight
$460
Sep-22-22 Initiated MoffettNathanson
Hold
$553
Aug-12-22 Initiated Guggenheim
Neutral
$510
Jul-20-22 Initiated Bernstein
Outperform
$646
May-18-22 Initiated Wells Fargo
Overweight
$600
Mar-29-22 Downgrade Exane BNP Paribas
Neutral → Underperform
$460
Show Previous Ratings
Today 02:13PM
Sep-06-24 03:44PM
(Investor's Business Daily)
Sep-05-24 05:45PM
08:46AM
Sep-04-24 05:50PM
09:40AM
Loading…
09:40AM
Aug-30-24 03:04PM
(Investor's Business Daily)
Aug-29-24 09:00AM
Aug-28-24 07:01PM
Aug-27-24 05:52PM
Aug-23-24 11:31AM
Aug-22-24 07:02PM
Aug-20-24 04:00AM
Aug-19-24 09:30AM
Aug-17-24 10:31PM
08:01PM
Loading…
Aug-16-24 08:01PM
07:02PM
Aug-15-24 12:45PM
09:00AM
Aug-14-24 06:00AM
Aug-13-24 04:40PM
(Investor's Business Daily)
Aug-12-24 04:15PM
04:00PM
(Investor's Business Daily)
Aug-11-24 04:30AM
04:10AM
Aug-10-24 07:09PM
02:32PM
11:29AM
Aug-09-24 09:37AM
09:35AM
10:14AM
Loading…
Aug-08-24 10:14AM
(Investor's Business Daily)
05:25AM
Aug-07-24 10:51AM
(Investor's Business Daily)
08:00AM
(Investor's Business Daily)
Aug-04-24 01:00PM
Aug-03-24 08:53AM
Aug-02-24 09:30AM
05:00AM
Aug-01-24 12:00PM
11:00AM
05:56AM
04:44AM
01:01AM
Jul-31-24 09:00AM
Jul-30-24 12:45PM
Jul-29-24 07:01PM
05:11PM
04:45PM
(Investor's Business Daily)
03:47PM
Jul-28-24 03:45AM
Jul-26-24 10:30AM
01:02AM
Jul-25-24 06:18PM
(Morningstar Research) +13.40%
05:05PM
04:09PM
(The Wall Street Journal)
04:05PM
(Investor's Business Daily)
03:34PM
02:22PM
02:21PM
02:00PM
01:37PM
01:14PM
12:33PM
12:30PM
12:25PM
11:48AM
(The Wall Street Journal)
11:45AM
10:51AM
10:42AM
(Thomson Reuters StreetEvents)
10:37AM
09:54AM
09:35AM
(Investor's Business Daily)
12:20AM
Jul-24-24 11:30PM
06:30PM
05:24PM
05:20PM
(Investor's Business Daily)
05:20PM
05:15PM
(The Wall Street Journal)
05:08PM
04:19PM
(Associated Press Finance)
04:17PM
04:10PM
04:09PM
04:08PM
12:00PM
08:30AM
Jul-23-24 02:36PM
03:03AM
Jul-22-24 03:12PM
(Investor's Business Daily)
09:54AM
03:00AM
(Investor's Business Daily)
Jul-21-24 07:00AM
Jul-20-24 08:45PM
Jul-19-24 03:56AM
Jul-18-24 05:45PM
08:00AM
06:08AM
Jul-17-24 04:04PM
(Investor's Business Daily)
10:01AM
ServiceNow, Inc. engages in the provision of end-to-end workflow automation platform for digital businesses. Its Now Platform cloud-based solution is embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bedi Christopher Officer Aug 30 '24 Proposed Sale 850.00 1,343 1,141,550 Aug 30 05:19 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Aug 26 '24 Sale 829.68 1,857 1,540,716 3,649 Aug 28 04:24 PM Tzitzon Nicholas Officer Aug 26 '24 Proposed Sale 829.68 1,857 1,540,716 Aug 26 04:01 PM Canney Jacqueline P Chief People Officer Aug 20 '24 Sale 835.00 992 828,320 3,027 Aug 22 04:30 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Aug 16 '24 Option Exercise 0.00 2,033 0 6,196 Aug 20 04:56 PM McBride Kevin Thomas Principal Accounting Officer Aug 16 '24 Option Exercise 0.00 540 0 3,486 Aug 20 04:55 PM Mastantuono Gina Chief Financial Officer Aug 16 '24 Option Exercise 0.00 3,650 0 16,295 Aug 20 04:55 PM Canney Jacqueline P Chief People Officer Aug 16 '24 Option Exercise 0.00 2,221 0 5,054 Aug 20 04:55 PM Canney Jacqueline P Chief People Officer Aug 19 '24 Sale 825.92 94 77,636 4,019 Aug 20 04:55 PM Smith Paul John Chief Commercial Officer Aug 16 '24 Option Exercise 0.00 5,165 0 10,208 Aug 20 04:55 PM Smith Paul John Chief Commercial Officer Aug 19 '24 Sale 826.89 2,819 2,331,009 7,389 Aug 20 04:55 PM McDermott William R Chairman & CEO Aug 16 '24 Option Exercise 0.00 9,521 0 16,558 Aug 20 04:55 PM ELMER RUSSELL S General Counsel Aug 16 '24 Option Exercise 0.00 2,031 0 9,455 Aug 20 04:55 PM Canney Jacqueline P Officer Aug 20 '24 Proposed Sale 835.00 992 828,320 Aug 20 12:39 PM Smith Paul John Officer Aug 19 '24 Proposed Sale 826.89 2,819 2,331,009 Aug 19 03:33 PM Canney Jacqueline P Officer Aug 19 '24 Proposed Sale 825.92 94 77,636 Aug 19 01:15 PM Bedi Christopher Officer Aug 19 '24 Proposed Sale 825.92 318 262,643 Aug 19 10:33 AM Chamberlain Paul Edward Director Aug 14 '24 Sale 822.00 135 110,970 10,767 Aug 16 04:48 PM McBride Kevin Thomas Principal Accounting Officer Aug 15 '24 Sale 825.00 100 82,500 2,994 Aug 16 04:48 PM McDermott William R Chairman & CEO Aug 15 '24 Option Exercise 0.00 3,196 0 9,587 Aug 16 04:48 PM McDermott William R Chairman & CEO Aug 12 '24 Option Exercise 0.00 7,225 0 9,675 Aug 14 04:51 PM Canney Jacqueline P Chief People Officer Aug 12 '24 Option Exercise 0.00 1,643 0 4,533 Aug 14 04:51 PM Canney Jacqueline P Chief People Officer Aug 13 '24 Sale 812.00 804 652,848 3,027 Aug 14 04:51 PM ELMER RUSSELL S General Counsel Aug 12 '24 Option Exercise 0.00 1,643 0 8,349 Aug 14 04:50 PM Mastantuono Gina Chief Financial Officer Aug 12 '24 Option Exercise 0.00 2,737 0 14,208 Aug 14 04:50 PM Smith Paul John Chief Commercial Officer Aug 12 '24 Option Exercise 0.00 2,737 0 6,516 Aug 14 04:50 PM Smith Paul John Chief Commercial Officer Aug 13 '24 Sale 817.86 1,473 1,204,703 5,043 Aug 14 04:50 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Aug 12 '24 Option Exercise 0.00 1,369 0 5,007 Aug 14 04:50 PM PAUL E CHAMBERLAIN Director Aug 14 '24 Proposed Sale 818.80 135 110,538 Aug 14 04:24 PM Briggs Teresa Director Aug 09 '24 Sale 810.90 299 242,459 1,764 Aug 13 04:18 PM Smith Paul John Officer Aug 13 '24 Proposed Sale 817.86 1,473 1,204,704 Aug 13 04:04 PM Canney Jacqueline P Officer Aug 13 '24 Proposed Sale 812.00 804 652,848 Aug 13 10:28 AM Bedi Christopher Officer Aug 13 '24 Proposed Sale 812.00 253 205,436 Aug 13 10:16 AM Mastantuono Gina Chief Financial Officer Aug 07 '24 Option Exercise 0.00 410 0 11,825 Aug 09 04:32 PM McBride Kevin Thomas Principal Accounting Officer Aug 07 '24 Option Exercise 0.00 533 0 3,253 Aug 09 04:32 PM Smith Paul John Chief Commercial Officer Aug 07 '24 Option Exercise 0.00 346 0 3,966 Aug 09 04:32 PM Smith Paul John Chief Commercial Officer Aug 08 '24 Sale 795.58 187 148,773 3,779 Aug 09 04:32 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Aug 07 '24 Option Exercise 0.00 200 0 3,815 Aug 09 04:32 PM Canney Jacqueline P Chief People Officer Aug 07 '24 Option Exercise 0.00 156 0 3,183 Aug 09 04:31 PM Canney Jacqueline P Chief People Officer Aug 08 '24 Sale 792.00 76 60,192 3,027 Aug 09 04:31 PM ELMER RUSSELL S General Counsel Aug 07 '24 Option Exercise 0.00 234 0 6,910 Aug 09 04:31 PM McDermott William R Chairman & CEO Aug 07 '24 Option Exercise 0.00 988 0 3,331 Aug 09 04:31 PM Briggs Teresa Director Aug 09 '24 Proposed Sale 810.90 299 242,459 Aug 09 12:51 PM Smith Paul John Officer Aug 08 '24 Proposed Sale 795.58 187 148,773 Aug 08 03:44 PM Canney Jacqueline P Officer Aug 08 '24 Proposed Sale 792.00 76 60,192 Aug 08 11:50 AM Bedi Christopher Officer Aug 08 '24 Proposed Sale 792.00 166 131,472 Aug 08 11:02 AM Desai Chirantan Jitendra Former Officer Aug 07 '24 Proposed Sale 784.97 22,482 17,647,681 Aug 07 04:33 PM ELMER RUSSELL S General Counsel Aug 02 '24 Sale 779.81 1,937 1,510,492 6,736 Aug 06 05:42 PM Desai Chirantan Jitendra Officer Aug 06 '24 Proposed Sale 802.73 40,476 32,491,337 Aug 06 05:08 PM ELMER RUSSELL S Officer Aug 02 '24 Proposed Sale 779.81 1,937 1,510,492 Aug 02 01:29 PM MILLER JEFFREY A Director Jul 29 '24 Option Exercise 77.70 3,286 255,322 3,714 Jul 31 07:39 PM MILLER JEFFREY A Director Jul 29 '24 Sale 808.27 3,286 2,655,975 428 Jul 31 07:39 PM Sands Anita M Director Jul 30 '24 Sale 800.00 940 752,000 13,229 Jul 31 07:39 PM Chadwick Jonathan Director Jul 30 '24 Sale 801.00 3,391 2,716,191 3,975 Jul 31 07:39 PM Chadwick Jonathan Director Jul 30 '24 Proposed Sale 801.00 3,391 2,716,191 Jul 30 06:06 PM Sands Anita M Director Jul 30 '24 Proposed Sale 800.00 940 752,000 Jul 30 05:58 PM Mastantuono Gina Chief Financial Officer Jul 25 '24 Sale 825.00 1,800 1,485,000 11,490 Jul 29 04:07 PM MILLER JEFFREY A Director Jul 29 '24 Proposed Sale 808.27 3,286 2,655,975 Jul 29 03:08 PM Canney Jacqueline P Chief People Officer Jul 15 '24 Option Exercise 0.00 724 0 3,397 Jul 17 07:27 PM Bedi Christopher Chief Digital Information Ofc Jun 05 '24 Sale 700.00 215 150,500 15,892 Jun 07 04:05 PM McBride Kevin Thomas Principal Accounting Officer Jun 03 '24 Sale 659.80 100 65,980 2,804 Jun 05 04:25 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc May 30 '24 Sale 690.99 2,000 1,381,980 3,649 May 31 04:06 PM Mastantuono Gina Chief Financial Officer May 28 '24 Sale 738.88 1,800 1,329,984 13,290 May 30 08:15 PM LUDDY FREDERIC B Director May 24 '24 Sale 741.92 598 443,668 428 May 28 04:23 PM Desai Chirantan Jitendra President & COO May 17 '24 Option Exercise 0.00 499 0 47,405 May 21 04:39 PM Canney Jacqueline P Chief People Officer May 17 '24 Option Exercise 0.00 194 0 2,773 May 21 04:39 PM Smith Paul John Chief Commercial Officer May 17 '24 Option Exercise 0.00 1,109 0 4,221 May 21 04:38 PM Smith Paul John Chief Commercial Officer May 20 '24 Sale 769.75 602 463,390 3,619 May 21 04:38 PM McBride Kevin Thomas Principal Accounting Officer May 17 '24 Option Exercise 0.00 47 0 2,927 May 21 04:38 PM Mastantuono Gina Chief Financial Officer May 17 '24 Option Exercise 0.00 319 0 15,262 May 21 04:38 PM McDermott William R Chairman & CEO May 17 '24 Option Exercise 0.00 832 0 3,043 May 21 04:38 PM ELMER RUSSELL S General Counsel May 17 '24 Option Exercise 0.00 177 0 8,769 May 21 04:37 PM Bedi Christopher Chief Digital Information Ofc May 17 '24 Option Exercise 0.00 180 0 16,204 May 21 04:37 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc May 17 '24 Option Exercise 0.00 295 0 5,730 May 21 04:37 PM McDermott William R Chairman & CEO May 15 '24 Option Exercise 0.00 3,196 0 3,929 May 17 04:34 PM Chamberlain Paul Edward Director May 15 '24 Sale 730.00 135 98,550 10,474 May 17 04:34 PM Canney Jacqueline P Chief People Officer May 10 '24 Option Exercise 0.00 136 0 2,649 May 14 04:34 PM ELMER RUSSELL S General Counsel May 10 '24 Option Exercise 0.00 136 0 8,666 May 14 04:33 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc May 10 '24 Option Exercise 0.00 113 0 5,552 May 14 04:33 PM Mastantuono Gina Chief Financial Officer May 10 '24 Option Exercise 0.00 227 0 15,066 May 14 04:32 PM Smith Paul John Chief Commercial Officer May 10 '24 Option Exercise 0.00 227 0 3,237 May 14 04:32 PM Smith Paul John Chief Commercial Officer May 13 '24 Sale 727.38 125 90,923 3,112 May 14 04:32 PM McDermott William R Chairman & CEO May 10 '24 Option Exercise 0.00 600 0 1,056 May 14 04:32 PM Desai Chirantan Jitendra President & COO May 10 '24 Option Exercise 0.00 341 0 47,077 May 14 04:31 PM Bedi Christopher Chief Digital Information Ofc May 10 '24 Option Exercise 0.00 136 0 16,098 May 14 04:31 PM Canney Jacqueline P Chief People Officer May 07 '24 Option Exercise 0.00 155 0 2,593 May 09 04:55 PM Smith Paul John Chief Commercial Officer May 07 '24 Option Exercise 0.00 347 0 3,200 May 09 04:55 PM Smith Paul John Chief Commercial Officer May 08 '24 Sale 718.78 190 136,568 3,010 May 09 04:55 PM ELMER RUSSELL S General Counsel May 07 '24 Option Exercise 0.00 233 0 8,596 May 09 04:55 PM McDermott William R Chairman & CEO May 07 '24 Option Exercise 0.00 987 0 735 May 09 04:54 PM Bedi Christopher Chief Digital Information Ofc May 07 '24 Option Exercise 0.00 1,080 0 16,486 May 09 04:54 PM Desai Chirantan Jitendra President & COO May 07 '24 Option Exercise 0.00 638 0 46,913 May 09 04:54 PM Mastantuono Gina Chief Financial Officer May 07 '24 Option Exercise 0.00 408 0 14,965 May 09 04:54 PM McBride Kevin Thomas Principal Accounting Officer May 07 '24 Option Exercise 0.00 532 0 3,039 May 09 04:53 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc May 07 '24 Option Exercise 0.00 199 0 5,502 May 09 04:53 PM Canney Jacqueline P Chief People Officer Apr 15 '24 Option Exercise 0.00 724 0 2,808 Apr 17 04:05 PM Smith Paul John Chief Commercial Officer Feb 27 '24 Sale 767.27 2,600 1,994,891 2,853 Feb 28 04:10 PM Bedi Christopher Chief Digital Information Ofc Feb 26 '24 Sale 786.32 3,200 2,516,221 15,463 Feb 28 04:10 PM ELMER RUSSELL S General Counsel Feb 16 '24 Option Exercise 0.00 4,067 0 10,081 Feb 21 07:37 PM Bedi Christopher Chief Digital Information Ofc Feb 16 '24 Option Exercise 0.00 4,118 0 20,353 Feb 21 07:37 PM
Index NDX, S&P 500 P/E 19.42 EPS (ttm) 19.90 Insider Own 14.28% Shs Outstand 52.90M Perf Week -13.89%
Market Cap 22.63B Forward P/E 8.85 EPS next Y 43.67 Insider Trans -0.03% Shs Float 50.19M Perf Month -21.56%
Income 1.21B PEG 0.31 EPS next Q 7.44 Inst Own 54.31% Short Float 15.33% Perf Quarter -50.32%
Sales 14.94B P/S 1.51 EPS this Y 52.41% Inst Trans 2.20% Short Ratio 0.99 Perf Half Y -66.68%
Book/sh 87.00 P/B 4.44 EPS next Y 29.70% ROA 17.73% Short Interest 7.70M Perf Year 41.03%
Cash/sh 28.51 P/C 13.55 EPS next 5Y 62.40% ROE 32.47% 52W Range 226.59 - 1229.00 Perf YTD 35.95%
Dividend Est. - P/FCF - EPS past 5Y 70.59% ROI 16.68% 52W High -68.55% Beta 1.26
Dividend TTM - Quick Ratio 1.93 Sales past 5Y 38.97% Gross Margin 14.33% 52W Low 70.55% ATR (14) 47.16
Dividend Ex-Date - Current Ratio 3.77 EPS Y/Y TTM 78.10% Oper. Margin 8.47% RSI (14) 23.15 Volatility 6.87% 7.89%
Employees 5126 Debt/Eq 0.40 Sales Y/Y TTM 109.77% Profit Margin 8.09% Recom 2.39 Target Price 694.46
Option/Short Yes / Yes LT Debt/Eq 0.32 EPS Q/Q 60.84% Payout 0.00% Rel Volume 1.16 Prev Close 414.60
Sales Surprise -0.18% EPS Surprise -23.03% Sales Q/Q 142.95% Earnings Aug 06 AMC Avg Volume 7.76M Price 386.46
SMA20 -28.14% SMA50 -43.32% SMA200 -44.14% Trades
Volume 9,007,318 Change -6.79%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-06-24 Downgrade JP Morgan
Overweight → Neutral
$950 → $500
Sep-04-24 Downgrade Barclays
Overweight → Equal Weight
$693 → $438
Aug-07-24 Downgrade BofA Securities
Buy → Neutral
$1090 → $700
Jul-10-24 Downgrade Nomura
Buy → Neutral
$930
Apr-24-24 Initiated KeyBanc Capital Markets
Sector Weight
Mar-25-24 Initiated JP Morgan
Overweight
$1150
Mar-06-24 Initiated Argus
Buy
$1350
Mar-04-24 Initiated Goldman
Neutral
$941
Feb-15-24 Initiated BofA Securities
Buy
$1040
Dec-11-23 Downgrade Susquehanna
Neutral → Negative
$240 → $160
Oct-20-23 Initiated Nomura
Buy
$413
Sep-19-23 Initiated Barclays
Overweight
$327
Aug-23-23 Upgrade Wedbush
Underperform → Neutral
$250
Jun-07-23 Initiated Rosenblatt
Buy
$300
Apr-06-23 Downgrade Wedbush
Neutral → Underperform
$65
Oct-12-22 Initiated Wedbush
Neutral
$55
Sep-19-22 Downgrade Susquehanna
Positive → Neutral
$55
Jun-11-20 Initiated Northland Capital
Outperform
Jun-05-20 Initiated Loop Capital
Buy
$35
Show Previous Ratings
Today 06:02PM
02:13PM
04:31AM
04:00AM
Sep-06-24 06:20PM
06:07PM
Loading…
06:07PM
04:56PM
04:27PM
(Investor's Business Daily)
04:12PM
(Investor's Business Daily)
02:50PM
01:53PM
01:44PM
01:30PM
01:20PM
12:54PM
12:31PM
Loading…
12:31PM
12:22PM
11:49AM
11:38AM
(Investor's Business Daily)
10:18AM
10:00AM
09:50AM
09:00AM
08:44AM
08:00AM
06:45AM
06:30AM
Sep-05-24 06:05PM
04:04PM
(Investor's Business Daily)
03:18PM
10:49AM
Loading…
10:49AM
09:05AM
06:55AM
Sep-04-24 06:00PM
05:06PM
04:25PM
03:34PM
03:21PM
03:21PM
12:46PM
11:58AM
10:14AM
09:19AM
07:21AM
06:05AM
05:30AM
05:06AM
Sep-03-24 05:14PM
02:11PM
12:56PM
12:48PM
11:57AM
11:30AM
11:02AM
10:37AM
10:27AM
07:00AM
05:10AM
03:51AM
Sep-01-24 05:30AM
(The Wall Street Journal)
05:02AM
Aug-31-24 09:04PM
07:33PM
06:39PM
04:00PM
11:43AM
09:00AM
07:00AM
05:24AM
Aug-30-24 05:06PM
(The Wall Street Journal)
04:55PM
04:36PM
(The Wall Street Journal)
03:37PM
03:21PM
(Investor's Business Daily)
01:45PM
12:51PM
11:02AM
08:33AM
07:34AM
05:41AM
05:15AM
Aug-29-24 06:33PM
04:22PM
11:48AM
11:02AM
08:23AM
04:35AM
Aug-28-24 07:33PM
05:25PM
05:00PM
04:58PM
04:34PM
04:32PM
04:20PM
04:13PM
(Investor's Business Daily)
04:06PM
(Investor's Business Daily)
04:05PM
04:03PM
03:19PM
03:09PM
(Investor's Business Daily)
Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FAIRFAX DANIEL W Director Jun 03 '24 Sale 802.00 300 240,600 18,887 Jun 05 04:58 PM LIU TALLY C Director May 30 '24 Sale 839.17 500 419,586 27,813 Jun 03 05:36 PM FAIRFAX DANIEL W Director May 01 '24 Sale 777.36 300 233,208 19,187 May 03 04:22 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:58 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:58 PM Liang Charles President and CEO Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:57 PM Liang Charles President and CEO Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:57 PM FAIRFAX DANIEL W Director Apr 01 '24 Sale 1010.00 300 303,000 19,487 Apr 03 04:09 PM FAIRFAX DANIEL W Director Mar 01 '24 Sale 881.88 300 264,564 19,787 Mar 05 04:21 PM TUAN SHERMAN Director Feb 29 '24 Sale 873.98 5,000 4,369,884 22,113 Mar 04 05:34 PM KAO GEORGE SVP, OPERATIONS Feb 15 '24 Sale 993.00 1,884 1,870,812 8,496 Feb 20 04:51 PM CLEGG DON W SVP, Worldwide Sales Feb 14 '24 Option Exercise 23.75 28,000 665,060 30,837 Feb 16 05:07 PM CLEGG DON W SVP, Worldwide Sales Feb 14 '24 Sale 874.57 28,727 25,123,838 2,110 Feb 16 05:07 PM KAO GEORGE SVP, OPERATIONS Feb 05 '24 Option Exercise 23.74 4,200 99,708 11,460 Feb 07 04:26 PM KAO GEORGE SVP, OPERATIONS Feb 05 '24 Sale 649.85 1,608 1,044,959 9,852 Feb 07 04:26 PM FAIRFAX DANIEL W Director Feb 01 '24 Sale 540.00 300 162,000 20,087 Feb 05 04:35 PM CHAN SHIU LEUNG Director Feb 01 '24 Buy 568.00 2,000 1,136,000 42,917 Feb 05 04:33 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:56 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:56 PM Liang Charles President and CEO Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:55 PM Liang Charles President and CEO Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:55 PM FAIRFAX DANIEL W Director Jan 02 '24 Sale 280.00 300 84,000 20,387 Jan 04 05:27 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 05 '23 Sale 252.18 20,000 5,043,500 11,580 Dec 07 04:41 PM BLAIR ROBERT L Director Dec 05 '23 Sale 252.18 800 201,740 586 Dec 07 04:40 PM Liang Charles President and CEO Dec 05 '23 Sale 252.18 50,000 12,608,750 6,666,417 Dec 07 04:38 PM Liu Liang Chiu-Chu Sara Director Dec 05 '23 Sale 252.18 50,000 12,608,750 6,666,417 Dec 07 04:37 PM TUAN SHERMAN Director Dec 05 '23 Sale 252.18 500 126,088 27,113 Dec 07 04:36 PM FAIRFAX DANIEL W Director Dec 01 '23 Sale 262.49 300 78,747 20,687 Dec 05 04:30 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 01 '23 Option Exercise 55.54 38,865 2,158,504 53,130 Dec 05 04:28 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 01 '23 Sale 267.88 21,550 5,772,712 31,580 Dec 05 04:28 PM KAO GEORGE SVP, OPERATIONS Nov 09 '23 Option Exercise 13.00 2,972 38,636 10,562 Nov 13 05:39 PM KAO GEORGE SVP, OPERATIONS Nov 09 '23 Sale 275.76 3,747 1,033,255 6,815 Nov 13 05:39 PM WEIGAND DAVID E SVP, Chief Financial Officer Nov 06 '23 Option Exercise 22.10 16,072 355,191 29,536 Nov 08 05:50 PM WEIGAND DAVID E SVP, Chief Financial Officer Nov 06 '23 Sale 249.60 16,072 4,011,511 13,464 Nov 08 05:50 PM Liu Liang Chiu-Chu Sara Director Oct 27 '23 Option Exercise 38.26 961 36,771 3,458 Oct 31 05:01 PM Liu Liang Chiu-Chu Sara Director Oct 27 '23 Sale 243.62 961 234,117 2,497 Oct 31 05:01 PM Liang Charles President and CEO Oct 27 '23 Option Exercise 38.26 961 36,771 3,458 Oct 31 04:59 PM Liang Charles President and CEO Oct 27 '23 Sale 243.62 961 234,117 2,497 Oct 31 04:59 PM
Index - P/E 31.57 EPS (ttm) 10.64 Insider Own 17.81% Shs Outstand 30.68M Perf Week -8.25%
Market Cap 10.41B Forward P/E 25.86 EPS next Y 12.98 Insider Trans -9.34% Shs Float 25.48M Perf Month -8.75%
Income 339.64M PEG 1.91 EPS next Q 2.79 Inst Own 82.96% Short Float 3.75% Perf Quarter -16.71%
Sales 2.03B P/S 5.13 EPS this Y 31.03% Inst Trans -1.64% Short Ratio 3.65 Perf Half Y -18.04%
Book/sh 24.69 P/B 13.60 EPS next Y 11.57% ROA 20.42% Short Interest 0.96M Perf Year 25.35%
Cash/sh 16.48 P/C 20.37 EPS next 5Y 16.52% ROE 58.83% 52W Range 227.21 - 459.77 Perf YTD 9.53%
Dividend Est. - P/FCF 20.70 EPS past 5Y 35.06% ROI 37.93% 52W High -26.98% Beta 1.36
Dividend TTM - Quick Ratio 0.88 Sales past 5Y 22.02% Gross Margin 27.14% 52W Low 47.77% ATR (14) 12.89
Dividend Ex-Date - Current Ratio 0.88 EPS Y/Y TTM 27.08% Oper. Margin 18.79% RSI (14) 27.50 Volatility 3.63% 2.97%
Employees 5900 Debt/Eq 0.20 Sales Y/Y TTM 21.36% Profit Margin 16.73% Recom 2.00 Target Price 414.62
Option/Short Yes / Yes LT Debt/Eq 0.17 EPS Q/Q 42.47% Payout 0.00% Rel Volume 1.10 Prev Close 347.40
Sales Surprise -0.06% EPS Surprise 8.33% Sales Q/Q 14.59% Earnings Jul 22 AMC Avg Volume 261.96K Price 335.74
SMA20 -11.12% SMA50 -14.71% SMA200 -8.29% Trades
Volume 288,125 Change -3.36%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-01-24 Initiated Truist
Hold
$415
May-29-24 Initiated TD Cowen
Buy
$452
May-28-24 Initiated Mizuho
Buy
$435
Apr-23-24 Upgrade Jefferies
Hold → Buy
$340 → $450
Mar-18-24 Initiated Deutsche Bank
Hold
$395
Feb-15-24 Upgrade UBS
Neutral → Buy
$282 → $452
Oct-24-23 Upgrade Robert W. Baird
Neutral → Outperform
$270 → $289
May-08-23 Upgrade Guggenheim
Neutral → Buy
$252
Oct-27-22 Upgrade UBS
Sell → Neutral
$142 → $238
Sep-07-22 Initiated UBS
Sell
$142
May-24-22 Initiated Guggenheim
Neutral
Aug-05-21 Resumed Credit Suisse
Outperform
$205
Oct-02-20 Upgrade Truist
Hold → Buy
$124 → $135
Jun-08-20 Upgrade Robert W. Baird
Underperform → Neutral
$83
May-13-20 Downgrade Wolfe Research
Outperform → Peer Perform
Apr-30-20 Upgrade SunTrust
Sell → Hold
$85
Apr-20-20 Downgrade Robert W. Baird
Neutral → Underperform
$77
Mar-17-20 Downgrade SunTrust
Hold → Sell
Jan-27-20 Downgrade SunTrust
Buy → Hold
$85 → $87
Oct-31-18 Upgrade SunTrust
Hold → Buy
Show Previous Ratings
Aug-30-24 09:00PM
Aug-29-24 12:40PM
Aug-26-24 04:02PM
Aug-19-24 09:00PM
Aug-16-24 06:45AM
02:48PM
Loading…
Aug-15-24 02:48PM
Aug-12-24 10:11AM
Aug-05-24 04:08PM
Aug-02-24 07:46PM
Jul-25-24 10:04AM
Jul-24-24 01:01AM
12:55AM
(Thomson Reuters StreetEvents)
Jul-23-24 06:24PM
(Morningstar Research) -18.27%
Jul-22-24 04:21PM
(Associated Press Finance)
04:15PM
11:50AM
Loading…
Jul-19-24 11:50AM
Jul-18-24 09:15AM
Jul-12-24 06:15PM
Jul-11-24 12:00PM
Jun-28-24 09:15AM
Jun-27-24 06:37PM
Jun-26-24 06:15PM
04:05PM
Jun-18-24 06:13AM
(Pharmaceutical Technology)
Jun-17-24 06:15PM
Jun-12-24 04:00AM
Jun-10-24 06:15PM
May-29-24 12:45PM
May-17-24 04:17PM
May-14-24 04:25PM
12:45PM
Loading…
May-13-24 12:45PM
May-10-24 09:40AM
08:58AM
May-09-24 09:00AM
May-08-24 04:54PM
May-03-24 04:13PM
09:30AM
May-01-24 04:59PM
Apr-25-24 06:37PM
12:45PM
Apr-24-24 10:37AM
09:58AM
03:08AM
Apr-23-24 10:35PM
(Thomson Reuters StreetEvents) +8.21%
Apr-22-24 05:31PM
05:25PM
04:47PM
04:24PM
(Associated Press Finance)
04:15PM
Apr-15-24 10:00AM
Apr-10-24 09:43AM
Apr-08-24 04:45PM
Apr-05-24 12:10PM
04:33AM
Apr-01-24 07:16AM
(Investor's Business Daily)
Mar-28-24 04:05PM
Mar-23-24 09:00AM
(The Wall Street Journal)
Mar-22-24 09:20AM
Mar-19-24 10:48AM
Mar-18-24 08:27AM
Mar-08-24 05:00PM
Mar-04-24 12:45PM
12:00PM
Feb-29-24 03:14AM
Feb-21-24 09:13AM
Feb-17-24 09:38AM
Feb-15-24 10:38AM
08:41AM
Feb-14-24 05:06PM
(Morningstar Research) +7.06%
Feb-13-24 10:24PM
(Thomson Reuters StreetEvents) +12.30%
06:53PM
Feb-12-24 04:43PM
(Associated Press Finance)
04:34PM
04:15PM
Jan-18-24 04:05AM
Jan-12-24 09:37AM
Jan-03-24 04:05PM
Dec-26-23 06:56PM
Dec-15-23 09:15AM
Dec-13-23 12:04PM
Nov-03-23 06:48PM
Oct-27-23 06:45PM
Oct-25-23 02:14PM
(Morningstar Research) -5.05%
11:51AM
Oct-24-23 10:25PM
(Thomson Reuters StreetEvents) +19.67%
06:36PM
04:09PM
(Investor's Business Daily)
11:40AM
09:51AM
07:09AM
Oct-23-23 05:48PM
04:33PM
(Associated Press Finance)
04:15PM
Sep-28-23 09:37AM
Sep-26-23 04:05PM
Sep-21-23 06:40PM
(Morningstar Research) -5.45%
Sep-19-23 12:36PM
Sep-01-23 09:15AM
Aug-30-23 06:54AM
Aug-29-23 07:47AM
Medpace Holdings, Inc. engages in the provision of outsourced clinical development services to the biotechnology, pharmaceutical and medical device industries. Its services include medical department, clinical trial management, data-driven feasibility, study-start-up, clinical monitoring, regulatory affairs, patient recruitment and retention, medical writing, biometrics and data sciences, pharmacovigilance, core laboratory, laboratories, clinics, and quality assurance. The company was founded by August James Troendle in 1992 and is headquartered in Cincinnati, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kraft Robert O. Director Aug 22 '24 Option Exercise 42.62 4,353 185,525 4,873 Aug 26 04:37 PM Kraft Robert O. Director Aug 23 '24 Option Exercise 42.62 3,774 160,848 4,294 Aug 26 04:37 PM Kraft Robert O. Director Aug 22 '24 Sale 390.73 4,353 1,700,848 520 Aug 26 04:37 PM Kraft Robert O. Director Aug 23 '24 Sale 390.73 3,774 1,474,615 520 Aug 26 04:37 PM Kraft Robert O. Director Aug 22 '24 Proposed Sale 390.73 4,353 1,700,858 Aug 22 04:20 PM Keating Ashley M. Former Director Aug 16 '24 Proposed Sale 387.00 769 297,603 Aug 16 04:58 PM Keating Ashley M. Former Director Aug 15 '24 Proposed Sale 388.00 958 371,704 Aug 15 06:27 PM Keating Ashley M. Former Director Aug 09 '24 Proposed Sale 388.29 1,403 544,767 Aug 09 03:50 PM BURWIG SUSAN E Exec. VP, Operations Aug 05 '24 Option Exercise 90.65 50,000 4,532,500 57,500 Aug 07 04:22 PM Keating Ashley M. Former Director Aug 06 '24 Proposed Sale 382.50 2,000 765,000 Aug 06 05:27 PM Keating Ashley M. Former Director Jul 30 '24 Proposed Sale 389.69 1,300 506,600 Jul 30 01:23 PM BURWIG SUSAN E Exec. VP, Operations Jun 05 '24 Sale 401.20 7,681 3,081,617 7,500 Jun 07 04:17 PM Troendle August J. CEO May 28 '24 Sale 395.49 5,695 2,252,316 654,656 May 29 04:24 PM Troendle August J. CEO May 24 '24 Sale 395.22 3,987 1,575,742 660,351 May 29 04:24 PM Troendle August J. CEO May 22 '24 Sale 400.00 55 22,000 664,338 May 24 04:10 PM Troendle August J. CEO May 20 '24 Sale 400.19 4,020 1,608,764 664,393 May 22 04:20 PM Troendle August J. CEO May 15 '24 Sale 405.13 32,282 13,078,407 675,473 May 17 04:12 PM Troendle August J. CEO May 16 '24 Sale 403.09 7,060 2,845,815 668,413 May 17 04:12 PM Troendle August J. CEO May 10 '24 Sale 402.89 4,956 1,996,723 707,755 May 14 04:11 PM Troendle August J. CEO May 08 '24 Sale 400.58 4,782 1,915,574 716,197 May 10 04:24 PM Troendle August J. CEO May 09 '24 Sale 400.17 3,486 1,394,993 712,711 May 10 04:24 PM Troendle August J. CEO May 07 '24 Sale 404.48 28,032 11,338,383 720,979 May 08 04:08 PM Troendle August J. CEO May 06 '24 Sale 401.73 24,372 9,790,964 749,011 May 08 04:08 PM Troendle August J. CEO May 01 '24 Sale 401.56 12,934 5,193,777 776,779 May 03 04:07 PM Troendle August J. CEO May 02 '24 Sale 400.44 3,396 1,359,894 773,383 May 03 04:07 PM Troendle August J. CEO Apr 29 '24 Sale 400.69 15,102 6,051,220 791,541 May 01 04:22 PM Troendle August J. CEO Apr 30 '24 Sale 400.31 1,828 731,767 789,713 May 01 04:22 PM BURWIG SUSAN E Exec. VP, Operations Mar 15 '24 Sale 403.00 102 41,106 15,181 Mar 19 05:11 PM Keating Ashley M. Director Mar 14 '24 Option Exercise 84.36 500 42,180 500 Mar 18 05:10 PM Keating Ashley M. Director Mar 14 '24 Sale 409.87 250 102,468 250 Mar 18 05:10 PM Troendle August J. CEO Mar 06 '24 Sale 412.98 100,000 41,298,000 4,833,019 Mar 08 05:08 PM Troendle August J. CEO Mar 07 '24 Sale 410.74 75,000 30,805,500 4,758,019 Mar 08 05:08 PM Troendle August J. CEO Mar 08 '24 Sale 408.71 25,000 10,217,750 4,733,019 Mar 08 05:08 PM Medpace Investors, LLC 10% Owner Mar 06 '24 Sale 412.98 100,000 41,298,000 4,833,019 Mar 08 05:02 PM Medpace Investors, LLC 10% Owner Mar 07 '24 Sale 410.74 75,000 30,805,500 4,758,019 Mar 08 05:02 PM Medpace Investors, LLC 10% Owner Mar 08 '24 Sale 408.71 25,000 10,217,750 4,733,019 Mar 08 05:02 PM Keating Ashley M. Director Mar 07 '24 Option Exercise 54.99 472 25,955 472 Mar 08 04:12 PM Keating Ashley M. Director Mar 07 '24 Sale 415.00 472 195,880 0 Mar 08 04:12 PM GEIGER JESSE J President Mar 04 '24 Option Exercise 90.65 22,321 2,023,399 26,145 Mar 06 04:42 PM GEIGER JESSE J President Mar 05 '24 Option Exercise 90.65 17,679 1,602,601 21,503 Mar 06 04:42 PM GEIGER JESSE J President Mar 04 '24 Sale 403.03 22,321 8,996,033 3,824 Mar 06 04:42 PM Troendle August J. CEO Mar 04 '24 Sale 403.12 50,000 20,156,000 4,983,019 Mar 06 04:36 PM Troendle August J. CEO Mar 05 '24 Sale 402.70 50,000 20,135,000 4,933,019 Mar 06 04:36 PM Medpace Investors, LLC 10% Owner Mar 04 '24 Sale 403.12 50,000 20,156,000 4,983,019 Mar 06 04:28 PM Medpace Investors, LLC 10% Owner Mar 05 '24 Sale 402.70 50,000 20,135,000 4,933,019 Mar 06 04:28 PM Medpace Investors, LLC 10% Owner Mar 01 '24 Sale 401.88 80,000 32,150,400 5,033,019 Mar 04 04:38 PM Medpace Investors, LLC 10% Owner Feb 29 '24 Sale 393.71 20,000 7,874,200 5,113,019 Mar 04 04:38 PM Troendle August J. CEO Mar 01 '24 Sale 401.88 80,000 32,150,400 5,033,019 Mar 04 04:15 PM Troendle August J. CEO Feb 29 '24 Sale 393.71 20,000 7,874,200 5,113,019 Mar 04 04:15 PM EWALD STEPHEN P General Counsel & Corp. Secy. Feb 29 '24 Sale 393.50 1,163 457,646 13,691 Mar 01 04:32 PM EWALD STEPHEN P General Counsel & Corp. Secy. Mar 01 '24 Sale 400.79 350 140,276 13,341 Mar 01 04:32 PM GEIGER JESSE J President Feb 29 '24 Sale 393.50 2,558 1,006,586 3,824 Mar 01 04:25 PM Keating Ashley M. Director Feb 28 '24 Option Exercise 54.99 500 27,495 500 Mar 01 04:17 PM Keating Ashley M. Director Feb 28 '24 Sale 405.00 500 202,500 0 Mar 01 04:17 PM Troendle August J. CEO Feb 28 '24 Sale 404.13 50,000 20,206,500 5,133,019 Feb 29 04:16 PM Troendle August J. CEO Feb 27 '24 Sale 401.88 50,000 20,094,000 5,183,019 Feb 29 04:16 PM Medpace Investors, LLC 10% Owner Feb 28 '24 Sale 404.13 50,000 20,206,500 5,133,019 Feb 29 04:11 PM Medpace Investors, LLC 10% Owner Feb 27 '24 Sale 401.88 50,000 20,094,000 5,183,019 Feb 29 04:11 PM Troendle August J. CEO Feb 23 '24 Sale 400.32 100,000 40,032,000 5,289,947 Feb 27 04:17 PM Troendle August J. CEO Feb 26 '24 Sale 402.38 56,928 22,906,689 5,233,019 Feb 27 04:17 PM Medpace Investors, LLC 10% Owner Feb 23 '24 Sale 400.32 100,000 40,032,000 5,289,947 Feb 27 04:09 PM Medpace Investors, LLC 10% Owner Feb 26 '24 Sale 402.38 56,928 22,906,689 5,233,019 Feb 27 04:09 PM Medpace Investors, LLC 10% Owner Feb 22 '24 Sale 395.98 100,000 39,598,000 5,389,947 Feb 23 04:15 PM Medpace Investors, LLC 10% Owner Feb 21 '24 Sale 383.44 36,012 13,808,441 5,489,947 Feb 23 04:15 PM Troendle August J. CEO Feb 22 '24 Sale 395.98 100,000 39,598,000 5,389,947 Feb 23 04:11 PM Troendle August J. CEO Feb 21 '24 Sale 383.44 36,012 13,808,441 5,489,947 Feb 23 04:11 PM Carley Brian T Director Feb 20 '24 Option Exercise 26.44 13,782 364,396 21,595 Feb 22 04:06 PM Medpace Investors, LLC 10% Owner Feb 16 '24 Sale 391.75 50,000 19,587,500 5,539,947 Feb 21 04:50 PM Medpace Investors, LLC 10% Owner Feb 20 '24 Sale 386.39 13,988 5,404,823 5,525,959 Feb 21 04:50 PM Troendle August J. CEO Feb 16 '24 Sale 391.75 50,000 19,587,500 5,539,947 Feb 21 04:45 PM Troendle August J. CEO Feb 20 '24 Sale 386.39 13,988 5,404,823 5,525,959 Feb 21 04:45 PM McCarthy Cornelius P. III Director Feb 08 '24 Option Exercise 57.17 4,710 269,271 5,038 Feb 12 04:06 PM BURWIG SUSAN E Exec. VP, Operations Dec 14 '23 Sale 304.15 10,391 3,160,423 17,292 Dec 18 05:03 PM BURWIG SUSAN E Exec. VP, Operations Dec 15 '23 Sale 303.00 2,009 608,727 15,283 Dec 18 05:03 PM Troendle August J. CEO Dec 01 '23 Sale 273.26 24,039 6,568,897 5,589,947 Dec 01 04:26 PM Troendle August J. CEO Nov 29 '23 Sale 272.66 21,257 5,795,875 5,621,857 Dec 01 04:26 PM Troendle August J. CEO Nov 30 '23 Sale 272.18 7,871 2,142,329 5,613,986 Dec 01 04:26 PM Medpace Investors, LLC 10% Owner Dec 01 '23 Sale 273.26 24,039 6,568,897 5,589,947 Dec 01 04:25 PM Medpace Investors, LLC 10% Owner Nov 29 '23 Sale 272.66 21,257 5,795,875 5,621,857 Dec 01 04:25 PM Medpace Investors, LLC 10% Owner Nov 30 '23 Sale 272.18 7,871 2,142,329 5,613,986 Dec 01 04:25 PM Medpace Investors, LLC 10% Owner Nov 27 '23 Sale 276.10 25,000 6,902,500 5,664,947 Nov 29 04:17 PM Medpace Investors, LLC 10% Owner Nov 28 '23 Sale 273.66 21,833 5,974,819 5,643,114 Nov 29 04:17 PM Troendle August J. CEO Nov 27 '23 Sale 276.10 25,000 6,902,500 5,664,947 Nov 29 04:16 PM Troendle August J. CEO Nov 28 '23 Sale 273.66 21,833 5,974,819 5,643,114 Nov 29 04:16 PM Troendle August J. CEO Nov 22 '23 Sale 277.81 25,000 6,945,250 5,689,947 Nov 27 04:42 PM Medpace Investors, LLC 10% Owner Nov 22 '23 Sale 277.81 25,000 6,945,250 5,689,947 Nov 27 04:40 PM Medpace Investors, LLC 10% Owner Nov 21 '23 Sale 277.37 25,000 6,934,250 5,714,947 Nov 22 04:16 PM Troendle August J. CEO Nov 21 '23 Sale 277.37 25,000 6,934,250 5,714,947 Nov 22 04:15 PM Medpace Investors, LLC 10% Owner Nov 20 '23 Sale 275.45 50,000 13,772,500 5,739,947 Nov 21 04:17 PM Medpace Investors, LLC 10% Owner Nov 17 '23 Sale 273.91 50,000 13,695,500 5,789,947 Nov 21 04:17 PM Troendle August J. CEO Nov 20 '23 Sale 275.45 50,000 13,772,500 5,739,947 Nov 21 04:16 PM Troendle August J. CEO Nov 17 '23 Sale 273.91 50,000 13,695,500 5,789,947 Nov 21 04:16 PM Troendle August J. CEO Nov 15 '23 Sale 283.42 33,000 9,352,860 5,856,947 Nov 16 04:43 PM Troendle August J. CEO Nov 14 '23 Sale 283.11 25,000 7,077,750 5,889,947 Nov 16 04:43 PM Troendle August J. CEO Nov 16 '23 Sale 281.61 17,000 4,787,370 5,839,947 Nov 16 04:43 PM Medpace Investors, LLC 10% Owner Nov 15 '23 Sale 283.42 33,000 9,352,860 5,856,947 Nov 16 04:42 PM Medpace Investors, LLC 10% Owner Nov 14 '23 Sale 283.11 25,000 7,077,750 5,889,947 Nov 16 04:42 PM Medpace Investors, LLC 10% Owner Nov 16 '23 Sale 281.61 17,000 4,787,370 5,839,947 Nov 16 04:42 PM BURWIG SUSAN E Exec. VP, Operations Oct 23 '23 Option Exercise 32.05 7,500 240,375 27,683 Oct 25 04:45 PM Troendle August J. CEO Sep 20 '23 Sale 255.48 65,653 16,773,028 5,976,602 Sep 21 09:41 PM
Index S&P 500 P/E 13.16 EPS (ttm) 7.11 Insider Own 20.28% Shs Outstand 324.48M Perf Week -4.77%
Market Cap 30.39B Forward P/E 9.89 EPS next Y 9.46 Insider Trans -0.06% Shs Float 259.17M Perf Month -1.42%
Income 2.31B PEG 1.81 EPS next Q 2.27 Inst Own 73.33% Short Float 1.44% Perf Quarter -1.84%
Sales 40.88B P/S 0.74 EPS this Y -8.23% Inst Trans -0.31% Short Ratio 2.32 Perf Half Y -5.58%
Book/sh 41.37 P/B 2.26 EPS next Y 19.14% ROA 6.31% Short Interest 3.73M Perf Year -6.20%
Cash/sh 8.81 P/C 10.61 EPS next 5Y 7.25% ROE 17.63% 52W Range 88.46 - 107.02 Perf YTD -1.67%
Dividend Est. 5.17 (5.53% ) P/FCF 11.88 EPS past 5Y -11.67% ROI 8.96% 52W High -12.64% Beta 1.06
Dividend TTM 5.18 (5.54% ) Quick Ratio 1.28 Sales past 5Y 5.13% Gross Margin 11.71% 52W Low 5.69% ATR (14) 1.83
Dividend Ex-Date Aug 26, 2024 Current Ratio 2.10 EPS Y/Y TTM 10.34% Oper. Margin 7.46% RSI (14) 37.62 Volatility 1.98% 1.53%
Employees 20000 Debt/Eq 0.93 Sales Y/Y TTM -5.04% Profit Margin 5.66% Recom 2.48 Target Price 105.05
Option/Short Yes / Yes LT Debt/Eq 0.92 EPS Q/Q 29.30% Payout 76.43% Rel Volume 1.41 Prev Close 94.23
Sales Surprise 1.09% EPS Surprise 0.49% Sales Q/Q 2.27% Earnings Aug 02 BMO Avg Volume 1.60M Price 93.49
SMA20 -3.43% SMA50 -2.86% SMA200 -3.90% Trades
Volume 2,257,149 Change -0.79%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-01-24 Initiated Wolfe Research
Underperform
Feb-05-24 Upgrade JP Morgan
Neutral → Overweight
$95 → $100
Jan-10-24 Downgrade Deutsche Bank
Buy → Hold
$105
Jan-03-24 Upgrade Vertical Research
Hold → Buy
Dec-13-23 Downgrade Citigroup
Buy → Neutral
$105 → $98
Oct-18-23 Upgrade BofA Securities
Underperform → Neutral
$99 → $107
Oct-04-23 Upgrade Citigroup
Neutral → Buy
$104 → $106
Oct-03-23 Upgrade KeyBanc Capital Markets
Underweight → Sector Weight
Jun-14-23 Initiated Citigroup
Neutral
$89
Apr-13-23 Downgrade Jefferies
Buy → Hold
$113 → $90
Apr-12-23 Upgrade Piper Sandler
Neutral → Overweight
$118
Mar-20-23 Upgrade Deutsche Bank
Hold → Buy
$100
Feb-24-23 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$99 → $130
Feb-06-23 Upgrade Credit Suisse
Underperform → Outperform
$109
Jan-31-23 Upgrade Atlantic Equities
Neutral → Overweight
$110
Nov-15-22 Downgrade Mizuho
Buy → Neutral
$88
Oct-31-22 Downgrade Barclays
Overweight → Equal Weight
$95 → $82
Oct-13-22 Initiated Goldman
Sell
$80
Sep-02-22 Downgrade JP Morgan
Overweight → Neutral
$115 → $80
Aug-29-22 Downgrade KeyBanc Capital Markets
Sector Weight → Underweight
$73
Show Previous Ratings
Aug-23-24 06:48AM
04:36AM
Aug-22-24 07:16PM
08:00AM
Aug-20-24 11:54AM
06:30AM
Loading…
Aug-16-24 06:30AM
Aug-12-24 06:56AM
Aug-04-24 10:01PM
Aug-03-24 01:08AM
Aug-02-24 05:30PM
09:01AM
08:19AM
07:45AM
06:41AM
(Associated Press Finance)
06:30AM
09:19AM
Loading…
Jul-31-24 09:19AM
Jul-30-24 09:15AM
Jul-26-24 10:00AM
Jul-19-24 08:20AM
Jul-17-24 02:18PM
Jul-10-24 01:46PM
Jun-26-24 06:00AM
Jun-21-24 08:20PM
Jun-18-24 08:52AM
Jun-13-24 02:22PM
Jun-11-24 12:49PM
11:04AM
Jun-03-24 07:03AM
May-31-24 11:09AM
May-30-24 08:58AM
05:36AM
Loading…
May-29-24 05:36AM
May-28-24 08:54AM
May-24-24 08:19AM
06:30AM
May-23-24 02:15PM
May-22-24 05:47AM
04:41AM
May-17-24 05:37AM
May-16-24 10:00AM
May-13-24 07:58AM
May-10-24 03:41PM
10:49AM
May-08-24 10:44AM
10:33AM
10:04AM
10:00AM
May-06-24 06:16AM
May-01-24 12:23PM
09:30AM
Apr-30-24 02:00PM
07:30AM
06:41AM
06:17AM
05:47AM
05:41AM
Apr-29-24 01:27PM
11:32AM
10:15AM
09:03AM
08:38AM
08:38AM
07:00AM
07:00AM
Apr-28-24 06:54PM
Apr-27-24 02:31AM
(Thomson Reuters StreetEvents)
01:03AM
Apr-26-24 04:06PM
10:53AM
10:05AM
09:30AM
08:57AM
08:06AM
07:52AM
07:40AM
07:23AM
06:39AM
(Associated Press Finance)
06:30AM
Apr-24-24 12:44PM
Apr-23-24 09:15AM
Apr-19-24 10:00AM
Apr-12-24 06:30AM
Apr-10-24 03:56PM
Apr-09-24 12:00PM
Apr-04-24 06:37AM
Mar-27-24 09:00AM
Mar-22-24 07:13AM
Mar-21-24 10:35AM
Mar-14-24 07:01PM
Mar-13-24 12:18PM
10:09AM
Mar-06-24 06:55PM
09:00AM
Feb-29-24 09:14AM
Feb-28-24 05:32AM
03:09AM
Feb-26-24 04:37PM
Feb-23-24 06:30AM
12:07AM
Feb-21-24 10:40AM
Feb-20-24 02:30PM
LyondellBasell Industries NV engages in the refinery and production of plastic resins and other chemicals. It operates through the following segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. The Olefins and Polyolefins-Americas segment produces and markets olefins and co-products, polyethylene and polypropylene. The Olefins and Polyolefins-Europe, Asia, International segment also offers olefins and polyolefins. The Intermediates and Derivatives segment includes propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals. The Advanced Polymer Solutions segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, colors and powders, engineered composites, and advanced polymers. The Refining segment refines heavy, high-sulfur crude oil and other crude oils of varied types and sources. The Technology segment develops chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts. The company was founded in December 2007 and is headquartered in London, the United Kingdom.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Friedrichs Dale D EVP, Ops Excellence, HSE Aug 20 '24 Sale 96.78 4,970 480,997 34,220 Aug 22 04:17 PM DALE FRIEDRICHS Officer Aug 20 '24 Proposed Sale 96.78 4,970 480,997 Aug 20 04:27 PM Ledet Aaron J EVP, I&D May 13 '24 Option Exercise 95.17 3,924 373,447 10,582 May 15 04:05 PM Buchanan Robin W.T. Director Mar 15 '24 Sale 100.46 18,111 1,819,427 12,276 Mar 19 04:07 PM McMurray Michael C. EVP & CFO Mar 12 '24 Option Exercise 78.15 16,940 1,323,861 105,798 Mar 14 04:17 PM McMurray Michael C. EVP & CFO Mar 12 '24 Sale 100.84 16,940 1,708,219 88,858 Mar 14 04:17 PM Oyolu Chukwuemeka A. SVP, CAO & Investor Relations Feb 29 '24 Option Exercise 89.26 7,084 632,318 34,659 Mar 04 05:26 PM Oyolu Chukwuemeka A. SVP, CAO & Investor Relations Feb 29 '24 Sale 100.47 7,084 711,744 27,575 Mar 04 05:26 PM Seward James Malcolm EVP & Chief Innovation Officer Feb 26 '24 Option Exercise 91.16 8,213 748,665 37,251 Feb 27 08:06 PM Lane Kenneth Todd EVP, Olefins and Polyolefins Feb 23 '24 Option Exercise 97.84 29,229 2,859,877 120,987 Feb 27 08:04 PM Lane Kenneth Todd EVP, Olefins and Polyolefins Feb 26 '24 Option Exercise 89.26 9,489 846,988 98,934 Feb 27 08:04 PM Lane Kenneth Todd EVP, Olefins and Polyolefins Feb 23 '24 Sale 99.19 29,229 2,899,192 91,758 Feb 27 08:04 PM Lane Kenneth Todd EVP, Olefins and Polyolefins Feb 26 '24 Sale 98.92 9,489 938,681 89,445 Feb 27 08:04 PM AI INVESTMENTS HOLDINGS LLC 10% Owner Feb 16 '24 Sale 97.89 205,022 20,069,550 39,383 Feb 21 04:03 PM Guilfoyle James D SVP, O&P (EAMEI) Nov 20 '23 Option Exercise 72.73 5,667 412,161 52,778 Nov 22 04:06 PM Kaplan Jeffrey A EVP and General Counsel Nov 20 '23 Option Exercise 78.15 10,934 854,492 60,810 Nov 22 04:06 PM Kaplan Jeffrey A EVP and General Counsel Nov 20 '23 Sale 96.83 15,934 1,542,834 44,876 Nov 22 04:06 PM
Index - P/E - EPS (ttm) -5.97 Insider Own 42.02% Shs Outstand 279.05M Perf Week -3.74%
Market Cap 8.74B Forward P/E 25.65 EPS next Y 1.33 Insider Trans -0.43% Shs Float 151.97M Perf Month 5.26%
Income -1678.00M PEG - EPS next Q 0.21 Inst Own 45.97% Short Float 7.71% Perf Quarter 0.68%
Sales 3.21B P/S 2.72 EPS this Y 109.18% Inst Trans - Short Ratio 3.21 Perf Half Y -1.10%
Book/sh 11.53 P/B 2.95 EPS next Y 16.23% ROA -42.82% Short Interest 11.71M Perf Year -
Cash/sh 6.11 P/C 5.57 EPS next 5Y - ROE -53.67% 52W Range 22.13 - 42.95 Perf YTD 44.91%
Dividend Est. - P/FCF 14.04 EPS past 5Y - ROI -51.79% 52W High -20.81% Beta 1.37
Dividend TTM - Quick Ratio 3.45 Sales past 5Y 27.50% Gross Margin 74.42% 52W Low 53.68% ATR (14) 1.23
Dividend Ex-Date - Current Ratio 3.45 EPS Y/Y TTM -1302.18% Oper. Margin -68.22% RSI (14) 49.50 Volatility 3.10% 3.38%
Employees 3380 Debt/Eq 0.01 Sales Y/Y TTM 10.69% Profit Margin -52.27% Recom 2.10 Target Price 45.00
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 154.84% Payout - Rel Volume 0.72 Prev Close 34.62
Sales Surprise 2.07% EPS Surprise 52.56% Sales Q/Q 14.94% Earnings Aug 06 AMC Avg Volume 3.65M Price 34.01
SMA20 0.50% SMA50 0.65% SMA200 8.70% Trades
Volume 2,620,763 Change -1.76%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Cantor Fitzgerald
Overweight
$45
Jul-16-24 Initiated Wolfe Research
Peer Perform
Jul-11-24 Initiated KeyBanc Capital Markets
Sector Weight
Jun-05-24 Upgrade Gordon Haskett
Hold → Buy
$37 → $45
Apr-19-24 Initiated Loop Capital
Buy
$46
Apr-01-24 Downgrade Fox Advisors
Overweight → Equal Weight
Mar-25-24 Initiated Macquarie
Outperform
$42
Mar-14-24 Upgrade Bernstein
Mkt Perform → Outperform
$30 → $43
Jan-30-24 Initiated Morgan Stanley
Equal-Weight
$28
Jan-23-24 Downgrade The Benchmark Company
Buy → Hold
Jan-22-24 Initiated The Benchmark Company
Buy
$32
Jan-17-24 Upgrade Wolfe Research
Peer Perform → Outperform
$35
Jan-09-24 Initiated BMO Capital Markets
Market Perform
$26
Oct-23-23 Initiated MoffettNathanson
Market Perform
$30
Oct-16-23 Initiated Wedbush
Neutral
$28
Oct-16-23 Initiated Stifel
Buy
$48
Oct-16-23 Initiated Robert W. Baird
Outperform
$31
Oct-16-23 Initiated Piper Sandler
Overweight
$36
Oct-16-23 Initiated Oppenheimer
Outperform
$36
Oct-16-23 Initiated JP Morgan
Overweight
$33
Show Previous Ratings
Sep-06-24 11:32AM
Aug-30-24 09:27AM
01:52AM
Aug-29-24 06:04AM
05:22AM
12:20PM
Loading…
Aug-27-24 12:20PM
09:20AM
08:02AM
Aug-23-24 04:44PM
01:53PM
(Investor's Business Daily)
05:15AM
Aug-21-24 01:22PM
Aug-15-24 01:51PM
Aug-14-24 12:18PM
10:34AM
09:00AM
Loading…
09:00AM
Aug-13-24 04:41PM
04:00PM
02:46PM
12:00PM
Aug-12-24 09:40AM
Aug-07-24 02:21PM
11:45AM
10:42AM
09:49AM
(The Wall Street Journal)
08:50AM
07:00AM
04:56AM
01:30AM
(Thomson Reuters StreetEvents)
Aug-06-24 09:45PM
05:28PM
Loading…
05:28PM
04:43PM
(Associated Press Finance)
04:33PM
(The Wall Street Journal)
04:05PM
09:07AM
09:00AM
09:00AM
06:45AM
Aug-01-24 05:36PM
09:00AM
04:16AM
Jul-31-24 11:41AM
09:00AM
06:39AM
Jul-30-24 01:38PM
09:00AM
05:56AM
Jul-29-24 10:50AM
Jul-18-24 06:00AM
Jul-17-24 07:01PM
12:44PM
10:00AM
Jul-16-24 09:25AM
Jul-08-24 03:15PM
01:45PM
Jul-01-24 07:24AM
Jun-28-24 07:00PM
02:01PM
(Nation's Restaurant News)
Jun-27-24 09:00AM
Jun-26-24 01:12PM
07:00AM
06:37AM
Jun-25-24 02:55PM
09:00AM
08:46AM
Jun-20-24 07:44AM
12:31AM
Jun-19-24 06:12AM
Jun-18-24 09:00AM
04:56AM
Jun-17-24 12:20PM
03:00AM
Jun-16-24 11:00PM
Jun-13-24 06:36AM
Jun-12-24 09:00AM
Jun-10-24 05:40PM
Jun-06-24 04:09PM
03:15PM
(Investor's Business Daily)
01:35PM
01:33PM
Jun-01-24 02:43AM
May-30-24 08:04PM
May-23-24 06:35PM
02:05PM
09:00AM
May-22-24 11:30AM
08:08AM
May-20-24 04:01PM
09:40AM
May-16-24 09:35AM
07:16AM
May-15-24 05:23PM
01:43PM
08:30AM
07:40AM
May-13-24 02:11PM
09:25AM
May-10-24 06:00PM
05:59PM
12:26PM
Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Simo Fidji PRESIDENT AND CEO Aug 28 '24 Sale 35.27 33,000 1,163,960 1,844,778 Aug 29 05:10 PM Simo Fidji Officer Aug 28 '24 Proposed Sale 35.27 33,000 1,163,958 Aug 28 04:11 PM Fong Morgan GENERAL COUNSEL & SECRETARY Aug 20 '24 Sale 32.65 10,992 358,894 339,231 Aug 22 04:01 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Aug 20 '24 Sale 33.17 2,486 82,461 101,711 Aug 22 04:00 PM Ramsay Alan Officer Aug 20 '24 Proposed Sale 33.17 2,486 82,461 Aug 20 04:36 PM Fong Morgan Officer Aug 20 '24 Proposed Sale 32.65 10,992 358,894 Aug 20 04:35 PM Simo Fidji PRESIDENT AND CEO Jul 29 '24 Sale 34.53 8,500 293,511 1,951,167 Jul 31 04:13 PM Simo Fidji Officer Jul 29 '24 Proposed Sale 34.53 8,500 293,511 Jul 29 05:25 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Jul 22 '24 Sale 35.02 2,626 91,972 107,910 Jul 24 04:17 PM Fong Morgan GENERAL COUNSEL & SECRETARY Jul 22 '24 Sale 35.02 9,506 332,928 372,335 Jul 24 04:13 PM Simo Fidji PRESIDENT AND CEO Jul 16 '24 Sale 35.50 23,800 844,831 1,959,667 Jul 17 04:01 PM Simo Fidji PRESIDENT AND CEO Jul 15 '24 Sale 35.01 700 24,508 1,983,467 Jul 17 04:01 PM Simo Fidji PRESIDENT AND CEO Jun 26 '24 Sale 33.04 8,500 280,854 1,984,167 Jun 28 04:52 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Jun 20 '24 Sale 33.86 2,550 86,341 110,536 Jun 24 04:06 PM Fong Morgan GENERAL COUNSEL & SECRETARY Jun 20 '24 Sale 33.86 9,228 312,448 381,841 Jun 24 04:03 PM Simo Fidji PRESIDENT AND CEO Jun 12 '24 Sale 33.81 2,500 84,528 1,992,667 Jun 14 04:05 PM Simo Fidji PRESIDENT AND CEO May 29 '24 Sale 31.82 6,000 190,943 1,995,167 May 31 04:18 PM Ramsay Alan CHIEF ACCOUNTING OFFICER May 20 '24 Sale 33.21 2,550 84,678 113,086 May 22 04:33 PM Fong Morgan GENERAL COUNSEL & SECRETARY May 20 '24 Sale 33.20 9,228 306,415 391,069 May 22 04:31 PM Ramsay Alan CHIEF ACCOUNTING OFFICER May 01 '24 Sale 34.90 12,178 425,001 118,142 May 01 04:38 PM Simo Fidji PRESIDENT AND CEO Apr 29 '24 Sale 34.93 13,206 461,345 2,132,845 May 01 04:08 PM Simo Fidji PRESIDENT AND CEO Apr 30 '24 Sale 35.01 4,308 150,810 2,128,537 May 01 04:08 PM Simo Fidji PRESIDENT AND CEO May 01 '24 Sale 35.09 3,236 113,551 2,125,301 May 01 04:08 PM Fong Morgan GENERAL COUNSEL & SECRETARY Apr 22 '24 Sale 34.86 18,687 651,515 418,973 Apr 24 04:10 PM Giovanni Nick CHIEF FINANCIAL OFFICER Apr 17 '24 Sale 36.97 10,000 369,692 576,977 Apr 19 04:14 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Apr 01 '24 Sale 37.20 12,113 450,658 102,092 Apr 03 04:27 PM Simo Fidji PRESIDENT AND CEO Mar 26 '24 Sale 38.06 20,750 789,830 888,365 Mar 28 04:07 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 21 '24 Sale 37.62 18,689 703,103 264,379 Mar 25 04:14 PM Simo Fidji President and CEO Mar 20 '24 Sale 38.07 82,461 3,139,323 926,654 Mar 22 04:05 PM Simo Fidji President and CEO Mar 21 '24 Sale 38.09 17,539 668,004 909,115 Mar 22 04:05 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Mar 08 '24 Sale 34.33 12,113 415,855 114,205 Mar 12 05:10 PM Giovanni Nick Chief Financial Officer Mar 08 '24 Sale 34.31 5,000 171,564 591,977 Mar 12 05:09 PM Giovanni Nick Chief Financial Officer Mar 12 '24 Sale 35.03 4,100 143,621 586,977 Mar 12 05:09 PM Giovanni Nick Chief Financial Officer Mar 11 '24 Sale 35.00 900 31,500 591,077 Mar 12 05:09 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 08 '24 Option Exercise 6.59 40,000 263,607 381,268 Mar 12 05:06 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 08 '24 Sale 34.32 98,200 3,370,173 283,068 Mar 12 05:06 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:59 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:59 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:56 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:56 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:55 PM Gupta Ravi Director Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:55 PM Gupta Ravi Director Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:04 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:04 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:04 PM Gupta Ravi Director Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:04 PM Gupta Ravi Director Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:04 PM Gupta Ravi Director Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:04 PM JORDAN JEFFREY D Director Feb 15 '24 Sale 26.01 760,479 19,776,953 0 Feb 16 06:06 PM GCM Grosvenor Inc. See Explanation of Responses Sep 21 '23 Buy 30.00 60,000 1,800,000 60,000 Sep 25 07:59 PM Grosvenor Capital Management, See Explanation of Responses Sep 21 '23 Buy 30.00 60,000 1,800,000 60,000 Sep 25 07:57 PM D1 Capital Partners L.P. Director Sep 21 '23 Buy 30.00 1,000,000 30,000,000 37,841,935 Sep 25 07:43 PM Mehta Apoorva 10% Owner Sep 21 '23 Sale 30.00 700,000 21,000,000 23,409,751 Sep 25 07:03 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:27 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:27 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:26 PM Grosvenor Capital Management, See Explanation of Responses Sep 19 '23 Buy 30.00 6,327 189,810 6,327 Sep 21 09:21 PM Grosvenor Capital Management, See Explanation of Responses Sep 19 '23 Sale 34.83 6,256 217,904 71 Sep 21 09:21 PM Grosvenor Capital Management, See Explanation of Responses Sep 20 '23 Sale 32.05 71 2,276 0 Sep 21 09:21 PM
Index NDX, S&P 500 P/E 28.16 EPS (ttm) 39.74 Insider Own 0.84% Shs Outstand 59.07M Perf Week -1.69%
Market Cap 64.92B Forward P/E 24.40 EPS next Y 45.86 Insider Trans -17.03% Shs Float 57.52M Perf Month 0.91%
Income 2.37B PEG 2.54 EPS next Q 11.61 Inst Own 87.55% Short Float 1.96% Perf Quarter 13.92%
Sales 16.28B P/S 3.99 EPS this Y 7.10% Inst Trans -3.07% Short Ratio 2.87 Perf Half Y 2.73%
Book/sh -27.19 P/B - EPS next Y 11.32% ROA 17.15% Short Interest 1.13M Perf Year 18.46%
Cash/sh 2.50 P/C 447.63 EPS next 5Y 11.10% ROE - 52W Range 860.10 - 1169.11 Perf YTD 17.80%
Dividend Est. - P/FCF 32.21 EPS past 5Y 19.03% ROI 41.43% 52W High -4.27% Beta 0.92
Dividend TTM - Quick Ratio 0.11 Sales past 5Y 10.69% Gross Margin 51.16% 52W Low 30.12% ATR (14) 20.40
Dividend Ex-Date - Current Ratio 0.70 EPS Y/Y TTM 10.07% Oper. Margin 19.85% RSI (14) 50.45 Volatility 1.84% 1.68%
Employees 90302 Debt/Eq - Sales Y/Y TTM 6.99% Profit Margin 14.57% Recom 1.90 Target Price 1190.95
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 3.18% Payout 0.00% Rel Volume 0.82 Prev Close 1137.59
Sales Surprise -0.86% EPS Surprise -2.85% Sales Q/Q 4.99% Earnings Jul 24 AMC Avg Volume 392.08K Price 1119.18
SMA20 -0.71% SMA50 2.69% SMA200 7.26% Trades
Volume 322,637 Change -1.62%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-19-24 Initiated Mizuho
Buy
$1225
Oct-10-23 Initiated TD Cowen
Outperform
$1100
Oct-06-23 Downgrade Oppenheimer
Outperform → Perform
$1000 → $930
Oct-05-23 Upgrade Citigroup
Neutral → Buy
$983 → $1040
Aug-03-23 Resumed William Blair
Outperform
May-12-23 Reiterated ROTH MKM
Buy
$940 → $995
Feb-08-23 Initiated Barclays
Equal Weight
$815
Jan-09-23 Resumed Guggenheim
Buy
$925 → 893
Jun-29-22 Upgrade DA Davidson
Neutral → Buy
$700 → $740
Jun-23-22 Initiated MKM Partners
Buy
$700
May-10-22 Upgrade BofA Securities
Neutral → Buy
$730
Feb-11-22 Reiterated Truist
Buy
$796 → $837
Feb-11-22 Reiterated RBC Capital Mkts
Outperform
$755 → $815
Feb-11-22 Reiterated Jefferies
Buy
$740 → $765
Feb-11-22 Reiterated BofA Securities
Neutral
$680 → $700
Jan-28-22 Initiated RBC Capital Mkts
Outperform
$755
Jan-14-22 Upgrade JP Morgan
Neutral → Overweight
$695 → $785
Jan-13-22 Initiated Truist
Buy
$796
Jan-05-22 Downgrade Edward Jones
Buy → Hold
Sep-17-21 Downgrade BofA Securities
Buy → Neutral
$680
Show Previous Ratings
Sep-06-24 08:00AM
(Investor's Business Daily)
04:17AM
Sep-03-24 10:28PM
Aug-31-24 06:38PM
Aug-23-24 11:31AM
07:39PM
Loading…
Aug-12-24 07:39PM
06:07PM
Aug-09-24 01:04AM
Jul-30-24 03:13PM
(Investor's Business Daily)
Jul-29-24 08:18PM
Jul-26-24 05:20AM
(Thomson Reuters StreetEvents)
Jul-25-24 04:24PM
Jul-24-24 06:30PM
05:40PM
04:38PM
04:38PM
Loading…
04:38PM
(Associated Press Finance)
04:30PM
Jul-23-24 03:01AM
Jul-17-24 10:01AM
Jul-06-24 04:32AM
Jul-05-24 10:00AM
Jul-01-24 04:30PM
Jun-26-24 09:45AM
Jun-25-24 10:00AM
Jun-24-24 06:47AM
Jun-13-24 05:35PM
Jun-11-24 04:56PM
Jun-07-24 06:22AM
Jun-06-24 02:58PM
02:25PM
06:03AM
Loading…
May-30-24 06:03AM
May-26-24 05:45AM
May-24-24 11:31AM
May-23-24 10:28PM
May-21-24 06:26AM
06:02AM
May-14-24 06:14AM
May-11-24 11:03AM
May-10-24 01:07AM
May-08-24 06:00AM
May-07-24 06:32AM
Apr-30-24 01:13PM
Apr-29-24 09:53AM
Apr-26-24 11:21AM
11:13AM
10:43AM
10:05AM
08:38AM
06:31AM
03:27AM
02:36AM
(Thomson Reuters StreetEvents)
Apr-25-24 02:43PM
02:13PM
12:52PM
11:55AM
11:41AM
08:46AM
08:11AM
Apr-24-24 06:30PM
05:52PM
05:23PM
05:04PM
04:42PM
(Associated Press Finance)
04:37PM
04:30PM
Apr-23-24 03:01AM
Apr-22-24 02:03PM
Apr-21-24 02:05PM
Apr-19-24 09:15AM
Apr-08-24 03:00AM
(Investor's Business Daily)
Apr-03-24 04:12PM
Apr-01-24 04:30PM
Mar-28-24 07:30AM
Mar-27-24 08:38AM
Mar-15-24 01:40PM
Mar-12-24 06:40AM
Mar-11-24 03:50PM
(The Wall Street Journal)
Mar-09-24 12:14PM
Mar-08-24 11:30AM
Mar-03-24 01:45AM
Mar-02-24 12:01AM
Feb-27-24 08:09PM
Feb-14-24 03:00AM
(Investor's Business Daily)
Feb-12-24 07:30PM
Feb-09-24 08:33AM
01:09AM
(Thomson Reuters StreetEvents)
Feb-08-24 02:34PM
Feb-07-24 06:30PM
05:45PM
05:43PM
04:54PM
04:53PM
(Associated Press Finance)
04:40PM
04:30PM
Feb-06-24 02:00AM
Feb-05-24 03:21PM
Feb-02-24 09:15AM
Jan-31-24 10:00AM
Jan-30-24 10:58AM
(The Wall Street Journal)
03:46AM
O'Reilly Automotive, Inc. owns and operates retail outlets in the United States. It engages in the distribution and retailing of automotive aftermarket parts, tools, supplies, equipment, and accessories in the U.S., serving both professional installers and do-it-yourself customers. It provides new and remanufactured automotive hard parts, including alternators, starters, fuel pumps, water pumps, brake system components, batteries, belts, hoses, temperature controls, chassis parts and engine parts, maintenance items consisting of oil, antifreeze products, fluids, filters, lighting products, engine additives, and appearance products, and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The firm stores also offer enhanced services and programs consisting of used oil, oil filter and battery recycling, battery, wiper, and bulb replacement, battery diagnostic testing, electrical and module testing, check engine light code extraction, a loaner tool program, drum and rotor resurfacing, custom hydraulic hoses, professional paint shop mixing and related materials, and machine shops. O'Reilly Automotive stores provide do-it-yourself and professional service provider customers a selection of brand name, house brands, and private label products for domestic and imported automobiles, vans, and trucks. The company was founded by Charles F. O'Reilly and Charles H. O'Reilly in November 1957 and is headquartered in Springfield, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Aug 27 '24 Option Exercise 272.21 1,557 423,831 1,557 Aug 29 04:30 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Aug 27 '24 Sale 1125.00 1,557 1,751,625 0 Aug 29 04:30 PM MANCINI CHRISTOPHER ANDREW Officer Aug 27 '24 Proposed Sale 1125.00 1,557 1,751,625 Aug 27 03:57 PM OREILLY LAWRENCE P Director Aug 21 '24 Sale 1141.07 4,000 4,564,266 137,589 Aug 23 04:30 PM OREILLY LAWRENCE P Director Aug 21 '24 Sale 1141.71 2,500 2,854,266 27,613 Aug 23 04:30 PM OREILLY LAWRENCE P Director Aug 19 '24 Sale 1119.52 13,765 15,410,193 141,589 Aug 21 04:30 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Aug 19 '24 Sale 1118.88 1,000 1,118,880 183,583 Aug 21 04:30 PM L P OREILLY FAMILY REGISTER LL Director Aug 21 '24 Proposed Sale 1140.00 1,500 1,710,000 Aug 21 04:15 PM STACEY ROWE OREILLY TTEE STACE Director Aug 19 '24 Proposed Sale 1118.88 1,000 1,118,880 Aug 19 04:46 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Aug 15 '24 Option Exercise 240.54 2,000 481,080 2,358 Aug 19 04:30 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Aug 15 '24 Sale 1135.00 2,000 2,270,000 358 Aug 19 04:30 PM WILBANKS CARL DAVID SVP OF MERCHANDISE Aug 14 '24 Option Exercise 210.23 5,000 1,051,150 5,687 Aug 16 04:30 PM WILBANKS CARL DAVID SVP OF MERCHANDISE Aug 14 '24 Sale 1125.38 5,000 5,626,877 687 Aug 16 04:30 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Aug 14 '24 Sale 1125.73 18,019 20,284,511 184,582 Aug 16 04:30 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Aug 14 '24 Sale 1125.29 5,000 5,626,425 38,386 Aug 16 04:30 PM DE WILD TAMARA F. Officer Aug 15 '24 Proposed Sale 1135.00 2,000 2,270,000 Aug 15 11:07 AM DAVID E O'REILLY TTEE DAVID E Director Aug 14 '24 Proposed Sale 1125.29 5,000 5,626,425 Aug 14 05:05 PM AUSTIN AND DAVID O'REILLY TTEE Director Aug 14 '24 Proposed Sale 1125.60 7,500 8,441,989 Aug 14 05:05 PM LINDSAY FRENCH, DAVID O'REILLY Director Aug 14 '24 Proposed Sale 1125.62 5,000 5,628,125 Aug 14 05:04 PM MATTHEW, DAVID O'REILLY TTEEU/ Director Aug 14 '24 Proposed Sale 1125.18 5,519 6,209,873 Aug 14 05:03 PM WILBANKS CARL DAVID Officer Aug 14 '24 Proposed Sale 1114.72 5,000 5,573,600 Aug 14 08:56 AM PERLMAN DANA Director Aug 07 '24 Sale 1109.76 48 53,268 1,097 Aug 07 04:38 PM DANA MICHELLE PERLMAN IRRV FAM Director Aug 07 '24 Proposed Sale 1109.76 48 53,268 Aug 07 04:07 PM OREILLY LAWRENCE P Director Aug 07 '24 Proposed Sale 1140.00 2,500 2,850,000 Aug 07 12:56 PM OREILLY LAWRENCE P Director Aug 07 '24 Proposed Sale 1140.00 2,500 2,850,000 Aug 07 12:51 PM JOHNSON GREGORY D Director Jul 31 '24 Option Exercise 537.84 15,364 8,263,387 20,380 Aug 01 04:32 PM JOHNSON GREGORY D Director Jul 31 '24 Sale 1136.16 15,364 17,455,922 5,016 Aug 01 04:32 PM MERZ MARK JOSEPH SVP OF FINANCE Jul 30 '24 Option Exercise 271.78 413 112,246 678 Aug 01 04:31 PM MERZ MARK JOSEPH SVP OF FINANCE Jul 30 '24 Sale 1120.00 413 462,560 265 Aug 01 04:31 PM HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION Jul 30 '24 Option Exercise 241.19 1,023 246,737 1,325 Aug 01 04:30 PM HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION Jul 30 '24 Sale 1122.75 1,023 1,148,571 302 Aug 01 04:30 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Jul 30 '24 Option Exercise 256.34 18,264 4,681,794 31,611 Aug 01 04:30 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Jul 30 '24 Sale 1127.55 18,264 20,593,553 13,347 Aug 01 04:30 PM JOHNSON GREGORY D Director Jul 31 '24 Proposed Sale 1136.16 15,364 17,455,922 Jul 31 05:16 PM GREGORY L HENSLEE Officer Jul 30 '24 Proposed Sale 1127.51 18,264 20,592,843 Jul 30 04:12 PM HOPPER PHILIP M Officer Jul 30 '24 Proposed Sale 1122.75 1,023 1,148,571 Jul 30 12:53 PM MERZ MARK JOSEPH Officer Jul 30 '24 Proposed Sale 1120.00 413 462,560 Jul 30 12:09 PM OREILLY LAWRENCE P Director May 31 '24 Sale 962.58 1,500 1,443,864 155,354 Jun 04 04:30 PM OREILLY LAWRENCE P Director May 31 '24 Sale 962.31 1,500 1,443,467 30,113 Jun 04 04:30 PM OREILLY LAWRENCE P Director May 29 '24 Sale 949.50 1,500 1,424,258 31,613 May 31 04:30 PM OREILLY LAWRENCE P Director May 29 '24 Sale 949.19 1,500 1,423,788 156,854 May 31 04:30 PM BECKHAM BRAD W CEO May 03 '24 Option Exercise 207.22 6,032 1,249,965 6,748 May 07 04:30 PM BECKHAM BRAD W CEO May 03 '24 Sale 1015.00 6,032 6,122,480 716 May 07 04:30 PM JOHNSON GREGORY D FORMER RETIRED CEO Mar 04 '24 Option Exercise 262.38 32,291 8,472,513 37,120 Mar 05 04:36 PM JOHNSON GREGORY D FORMER RETIRED CEO Mar 04 '24 Sale 1077.91 32,291 34,806,953 4,829 Mar 05 04:36 PM REAVES SHARI LYNNE SVP OF HR AND TRAINING Mar 01 '24 Option Exercise 272.21 86 23,410 1,056 Mar 05 04:33 PM REAVES SHARI LYNNE SVP OF HR AND TRAINING Mar 01 '24 Sale 1087.20 86 93,499 970 Mar 05 04:33 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Feb 28 '24 Option Exercise 240.31 3,500 841,085 3,500 Mar 01 04:31 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Feb 28 '24 Sale 1090.00 3,500 3,815,000 0 Mar 01 04:31 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Feb 28 '24 Option Exercise 240.54 1,650 396,891 2,004 Mar 01 04:30 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Feb 28 '24 Sale 1081.05 1,650 1,783,737 354 Mar 01 04:30 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Feb 26 '24 Sale 1062.60 6,444 6,847,396 205,095 Feb 28 04:32 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Feb 27 '24 Sale 1080.00 2,500 2,700,000 202,595 Feb 28 04:32 PM BRAGG DOUG D EVP STORE OPS/SALES Feb 26 '24 Option Exercise 500.89 1,218 610,081 6,751 Feb 28 04:31 PM BRAGG DOUG D EVP STORE OPS/SALES Feb 26 '24 Sale 1063.54 1,218 1,295,394 5,533 Feb 28 04:31 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Feb 21 '24 Sale 1045.10 2,606 2,723,535 213,933 Feb 23 04:31 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Feb 22 '24 Sale 1049.75 2,394 2,513,107 211,539 Feb 23 04:31 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Feb 20 '24 Option Exercise 269.63 549 148,027 903 Feb 21 04:30 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Feb 20 '24 Sale 1050.73 549 576,851 354 Feb 21 04:30 PM OREILLY DAVID E EV CHAIRMAN OF THE BOARD Feb 16 '24 Sale 1053.58 10,000 10,535,806 216,539 Feb 20 04:32 PM DUMAS ROBERT ALLEN SVP OF EASTERN STORE OPS/SALES Feb 15 '24 Option Exercise 210.23 5,000 1,051,150 5,098 Feb 20 04:31 PM DUMAS ROBERT ALLEN SVP OF EASTERN STORE OPS/SALES Feb 15 '24 Sale 1048.34 5,000 5,241,718 98 Feb 20 04:31 PM JOHNSON GREGORY D FORMER RETIRED CEO Feb 14 '24 Option Exercise 384.13 18,692 7,180,067 23,521 Feb 16 04:32 PM JOHNSON GREGORY D FORMER RETIRED CEO Feb 14 '24 Sale 1037.62 18,692 19,395,255 4,829 Feb 16 04:32 PM HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION Feb 14 '24 Option Exercise 146.68 512 75,100 808 Feb 16 04:31 PM HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION Feb 14 '24 Sale 1050.00 512 537,600 296 Feb 16 04:31 PM REAVES SHARI LYNNE SVP OF HR AND TRAINING Feb 14 '24 Option Exercise 210.23 106 22,284 1,076 Feb 16 04:30 PM REAVES SHARI LYNNE SVP OF HR AND TRAINING Feb 14 '24 Sale 1046.24 106 110,901 970 Feb 16 04:30 PM LAURO JEFFREY ALAN SVP OF INFORMATION TECHNOLOGY Feb 13 '24 Option Exercise 491.18 594 291,761 1,394 Feb 15 04:50 PM LAURO JEFFREY ALAN SVP OF INFORMATION TECHNOLOGY Feb 13 '24 Sale 1038.63 431 447,648 963 Feb 15 04:50 PM ANDREWS JONATHAN WYATT SVP OF HR & TRAINING Feb 13 '24 Option Exercise 331.35 4,923 1,631,242 5,557 Feb 15 04:48 PM ANDREWS JONATHAN WYATT SVP OF HR & TRAINING Feb 13 '24 Sale 1038.15 4,923 5,110,796 634 Feb 15 04:48 PM FLETCHER JEREMY ADAM EVP & CFO Feb 13 '24 Option Exercise 210.23 5,000 1,051,150 7,335 Feb 15 04:47 PM FLETCHER JEREMY ADAM EVP & CFO Feb 13 '24 Sale 1028.00 5,000 5,140,000 2,335 Feb 15 04:47 PM MURPHY JOHN RAYMOND Director Feb 13 '24 Sale 1039.28 269 279,567 950 Feb 15 04:46 PM ROGERS CHARLES FRANCIS SVP OF PRO SALES & OPS SUPPORT Feb 13 '24 Option Exercise 270.92 4,613 1,249,755 5,853 Feb 15 04:45 PM ROGERS CHARLES FRANCIS SVP OF PRO SALES & OPS SUPPORT Feb 13 '24 Sale 1031.99 4,613 4,760,562 1,240 Feb 15 04:45 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Jan 17 '24 Option Exercise 240.31 1,500 360,465 1,500 Jan 19 04:31 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Jan 17 '24 Sale 1000.00 1,500 1,500,000 0 Jan 19 04:31 PM PERLMAN DANA Director Nov 28 '23 Sale 974.24 100 97,424 1,197 Nov 29 05:07 PM WILBANKS CARL DAVID SVP OF MERCHANDISE Nov 13 '23 Option Exercise 146.68 5,000 733,400 5,687 Nov 15 04:30 PM WILBANKS CARL DAVID SVP OF MERCHANDISE Nov 13 '23 Sale 996.94 5,000 4,984,680 687 Nov 15 04:30 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Nov 10 '23 Option Exercise 272.21 549 149,443 901 Nov 13 04:31 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Nov 10 '23 Sale 986.59 549 541,637 352 Nov 13 04:31 PM OREILLY LAWRENCE P Director Nov 10 '23 Sale 982.58 2,500 2,456,443 155,264 Nov 13 04:31 PM OREILLY LAWRENCE P Director Nov 10 '23 Sale 982.78 1,500 1,474,167 47,333 Nov 13 04:31 PM BRAGG DOUG D EVP STORE OPS/SALES Nov 09 '23 Option Exercise 264.03 4,064 1,073,001 9,588 Nov 13 04:30 PM BRAGG DOUG D EVP STORE OPS/SALES Nov 09 '23 Sale 980.08 4,064 3,983,055 5,524 Nov 13 04:30 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Nov 07 '23 Option Exercise 240.31 500 120,155 500 Nov 09 04:31 PM MANCINI CHRISTOPHER ANDREW SVP OF CENTRAL STORE OPS/SALES Nov 07 '23 Sale 975.71 500 487,852 0 Nov 09 04:31 PM BURCHFIELD JAY D Director Nov 06 '23 Sale 959.35 1,000 959,354 17,008 Nov 08 04:31 PM ANDREWS JONATHAN WYATT SVP OF HR & TRAINING Nov 02 '23 Option Exercise 270.92 5,000 1,354,600 5,627 Nov 06 04:40 PM ANDREWS JONATHAN WYATT SVP OF HR & TRAINING Nov 02 '23 Sale 954.69 5,000 4,773,474 627 Nov 06 04:40 PM MURPHY JOHN RAYMOND Director Oct 31 '23 Sale 929.66 250 232,416 1,219 Nov 02 04:36 PM HENDRICKSON THOMAS Director Oct 31 '23 Sale 930.45 200 186,090 1,215 Nov 01 04:31 PM
Index NDX, S&P 500 P/E 64.01 EPS (ttm) 3.87 Insider Own 0.96% Shs Outstand 271.71M Perf Week -6.82%
Market Cap 67.78B Forward P/E 35.82 EPS next Y 6.91 Insider Trans -6.26% Shs Float 271.19M Perf Month -1.11%
Income 1.06B PEG 3.65 EPS next Q 1.44 Inst Own 89.02% Short Float 1.21% Perf Quarter -16.30%
Sales 4.16B P/S 16.29 EPS this Y 14.07% Inst Trans 0.94% Short Ratio 1.63 Perf Half Y -22.17%
Book/sh 15.56 P/B 15.91 EPS next Y 17.62% ROA 17.05% Short Interest 3.28M Perf Year 0.33%
Cash/sh 3.87 P/C 64.00 EPS next 5Y 17.55% ROE 29.44% 52W Range 227.05 - 328.99 Perf YTD -9.12%
Dividend Est. - P/FCF 71.89 EPS past 5Y 25.42% ROI 20.06% 52W High -24.76% Beta 1.03
Dividend TTM - Quick Ratio 1.32 Sales past 5Y 13.90% Gross Margin 87.99% 52W Low 9.02% ATR (14) 8.87
Dividend Ex-Date - Current Ratio 1.43 EPS Y/Y TTM 18.77% Oper. Margin 28.59% RSI (14) 33.57 Volatility 3.30% 2.80%
Employees 11200 Debt/Eq 0.32 Sales Y/Y TTM 9.49% Profit Margin 25.36% Recom 1.71 Target Price 328.25
Option/Short Yes / Yes LT Debt/Eq 0.23 EPS Q/Q 3.59% Payout 0.00% Rel Volume 0.86 Prev Close 250.85
Sales Surprise 1.74% EPS Surprise 4.32% Sales Q/Q 8.61% Earnings Jul 22 AMC Avg Volume 2.02M Price 247.52
SMA20 -8.38% SMA50 -11.91% SMA200 -14.14% Trades
Volume 1,730,743 Change -1.33%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-06-24 Upgrade Piper Sandler
Neutral → Overweight
$318
Apr-04-24 Initiated Piper Sandler
Neutral
$334
Feb-14-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$350
Feb-13-24 Downgrade Rosenblatt
Buy → Neutral
$280
Nov-10-23 Initiated Morgan Stanley
Equal-Weight
$260
Jul-20-23 Upgrade Stifel
Hold → Buy
$210 → $300
Jan-17-23 Upgrade Atlantic Equities
Neutral → Overweight
$200
Dec-16-22 Upgrade BofA Securities
Neutral → Buy
Sep-29-22 Initiated Deutsche Bank
Buy
$200
Sep-08-22 Initiated Stifel
Hold
$200
Aug-17-22 Initiated Wolfe Research
Outperform
$210
Jun-29-22 Upgrade BofA Securities
Underperform → Neutral
$160 → $175
Feb-23-22 Upgrade Berenberg
Hold → Buy
$180
Jan-10-22 Reiterated BofA Securities
Underperform
$160 → $180
Dec-14-21 Downgrade JP Morgan
Overweight → Neutral
$185
Oct-20-21 Initiated Needham
Buy
$183
Sep-17-21 Resumed Rosenblatt
Buy
$173
Jun-25-21 Initiated Rosenblatt
Buy
$156
Jan-11-21 Downgrade BofA Securities
Buy → Underperform
Jan-05-21 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$155
Show Previous Ratings
Sep-06-24 01:47AM
Sep-05-24 05:50PM
Sep-04-24 06:00PM
05:34PM
Sep-02-24 09:00AM
03:32AM
Loading…
03:32AM
Sep-01-24 10:18PM
Aug-27-24 10:42PM
Aug-26-24 07:00PM
10:01AM
Aug-23-24 04:18AM
Aug-22-24 10:45AM
Aug-21-24 07:08PM
11:30AM
Aug-20-24 09:00AM
03:42AM
Loading…
03:42AM
Aug-14-24 01:14AM
Aug-13-24 04:19AM
Aug-12-24 04:04PM
Aug-11-24 04:40PM
Aug-09-24 09:00AM
Aug-06-24 08:00AM
Jul-29-24 09:00AM
Jul-25-24 09:15AM
08:54AM
01:01AM
Jul-24-24 06:59PM
(Morningstar Research) -5.88%
09:30AM
Jul-23-24 12:10PM
(Thomson Reuters StreetEvents)
07:36AM
07:11AM
Loading…
07:11AM
Jul-22-24 10:09PM
05:38PM
05:15PM
04:58PM
(Investor's Business Daily)
04:12PM
(Associated Press Finance)
04:11PM
04:02PM
Jul-21-24 03:02AM
Jul-18-24 10:58AM
12:04AM
Jul-16-24 09:00AM
Jul-11-24 06:00PM
Jul-10-24 03:39PM
05:42AM
Jul-09-24 09:45AM
Jul-05-24 04:15PM
Jul-03-24 05:29AM
Jun-28-24 05:50PM
Jun-26-24 10:25AM
Jun-25-24 06:00PM
10:45AM
Jun-24-24 11:30AM
09:00AM
Jun-20-24 02:06PM
Jun-19-24 09:07AM
Jun-18-24 10:15PM
06:00PM
07:00AM
Jun-14-24 02:40AM
Jun-13-24 09:30AM
Jun-12-24 10:45AM
09:00AM
06:15AM
03:32AM
Jun-10-24 05:50PM
Jun-07-24 03:12AM
Jun-06-24 02:11PM
(Investor's Business Daily)
Jun-05-24 08:09AM
Jun-03-24 05:50PM
04:15PM
09:10AM
May-31-24 02:16AM
May-30-24 09:00AM
May-29-24 08:13AM
May-28-24 05:50PM
04:15PM
May-23-24 04:15PM
May-22-24 11:30AM
May-21-24 09:30AM
May-17-24 07:00PM
05:17PM
01:15PM
May-15-24 06:00AM
May-14-24 04:15PM
May-13-24 09:00AM
May-09-24 04:15PM
May-08-24 12:30PM
May-07-24 09:58PM
09:00AM
May-04-24 02:28AM
May-03-24 07:30AM
Apr-30-24 09:15AM
Apr-29-24 07:15PM
Apr-26-24 09:00AM
Apr-25-24 12:55PM
08:00AM
01:02AM
Apr-24-24 04:00PM
11:33AM
Cadence Design Systems, Inc. engages in the design and development of integrated circuits and electronic devices. The company was founded by Alberto Sangiovanni-Vincentelli, Gudmundur A. Hjartarson, K. Bobby Chao, and K. Charles Janac in June 1988 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cunningham Paul Sr. Vice President Sep 03 '24 Sale 266.89 650 173,478 64,544 Sep 05 07:16 PM PAUL A CUNNINGHAM Officer Sep 03 '24 Proposed Sale 266.89 650 173,478 Sep 03 04:05 PM WALL JOHN M Sr. VP & CFO Aug 28 '24 Option Exercise 133.89 10,000 1,338,860 48,654 Aug 29 08:14 PM WALL JOHN M Sr. VP & CFO Aug 28 '24 Sale 265.91 10,000 2,659,072 38,654 Aug 29 08:14 PM JOHN M WALL Officer Aug 28 '24 Proposed Sale 265.91 10,000 2,659,091 Aug 28 04:13 PM SANGIOVANNI VINCENTELLI ALBERT Director Aug 15 '24 Sale 276.24 1,500 414,360 45,051 Aug 19 07:06 PM Nisewaner Karna SVP & General Counsel Aug 16 '24 Sale 279.49 1,213 339,021 17,617 Aug 19 07:06 PM TENG CHIN-CHI Sr. Vice President Aug 15 '24 Option Exercise 78.76 10,000 787,600 105,408 Aug 19 07:04 PM TENG CHIN-CHI Sr. Vice President Aug 15 '24 Sale 276.36 10,000 2,763,591 95,408 Aug 19 07:04 PM KARNA NISEWANER Officer Aug 16 '24 Proposed Sale 279.49 1,213 339,021 Aug 16 04:44 PM SANGIOVANNI VINCENTELLI ALBERT Director Aug 15 '24 Proposed Sale 276.24 1,500 414,360 Aug 15 04:31 PM CHIN-CHI TENG Officer Aug 15 '24 Proposed Sale 276.36 10,000 2,763,554 Aug 15 04:27 PM Cunningham Paul Sr. Vice President Aug 01 '24 Sale 266.24 650 173,056 65,194 Aug 05 05:32 PM PAUL A CUNNINGHAM Officer Aug 01 '24 Proposed Sale 266.24 650 173,056 Aug 01 04:11 PM SANGIOVANNI VINCENTELLI ALBERT Director Jul 15 '24 Sale 314.57 1,500 471,855 46,551 Jul 17 05:14 PM TENG CHIN-CHI Sr. Vice President Jul 01 '24 Option Exercise 78.76 10,000 787,600 105,408 Jul 02 07:59 PM TENG CHIN-CHI Sr. Vice President Jul 01 '24 Sale 305.84 10,000 3,058,398 95,408 Jul 02 07:59 PM Nisewaner Karna SVP & General Counsel Jul 01 '24 Sale 307.75 600 184,650 19,280 Jul 02 07:58 PM Cunningham Paul Sr. Vice President Jul 01 '24 Sale 307.75 650 200,038 65,844 Jul 02 07:56 PM SANGIOVANNI VINCENTELLI ALBERT Director Jun 14 '24 Sale 309.09 1,500 463,635 48,051 Jun 18 06:47 PM Cunningham Paul Sr. Vice President Jun 11 '24 Sale 295.00 650 191,750 66,494 Jun 13 05:10 PM TENG CHIN-CHI Sr. Vice President Jun 06 '24 Option Exercise 120.27 32,184 3,870,624 127,592 Jun 10 05:37 PM TENG CHIN-CHI Sr. Vice President Jun 06 '24 Sale 297.45 32,184 9,573,183 95,408 Jun 10 05:37 PM Nisewaner Karna SVP & General Counsel Jun 03 '24 Sale 287.31 600 172,386 19,880 Jun 05 06:21 PM SANGIOVANNI VINCENTELLI ALBERT Director May 15 '24 Sale 287.14 1,500 430,705 49,551 May 17 05:14 PM Nisewaner Karna SVP & General Counsel May 01 '24 Sale 275.36 600 165,216 20,480 May 03 06:04 PM Cunningham Paul Sr. Vice President May 01 '24 Sale 275.36 1,000 275,360 67,144 May 03 06:03 PM SANGIOVANNI VINCENTELLI ALBERT Director Apr 15 '24 Sale 308.83 1,500 463,238 50,183 Apr 17 05:21 PM Cunningham Paul Sr. Vice President Apr 01 '24 Sale 310.46 1,000 310,460 68,144 Apr 03 05:25 PM Nisewaner Karna SVP & General Counsel Apr 01 '24 Sale 310.46 600 186,276 21,080 Apr 03 05:20 PM WALL JOHN M Sr. VP & CFO Mar 28 '24 Sale 311.40 21,700 6,757,342 41,035 Apr 02 05:28 PM PLUMMER JAMES D Director Mar 07 '24 Sale 315.40 2,412 760,745 22,923 Mar 21 05:41 PM DEVGAN ANIRUDH President and CEO Mar 18 '24 Sale 302.50 48,533 14,681,186 67,812 Mar 19 06:20 PM ZAMAN ANEEL Sr. Vice President Mar 18 '24 Sale 302.52 23,592 7,137,108 24,499 Mar 19 06:15 PM SANGIOVANNI VINCENTELLI ALBERT Director Mar 14 '24 Sale 309.16 1,500 463,736 51,683 Mar 18 06:47 PM Nisewaner Karna SVP & General Counsel Mar 01 '24 Sale 303.23 600 181,938 17,595 Mar 05 05:22 PM Cunningham Paul Sr. Vice President Mar 01 '24 Sale 303.23 1,000 303,230 83,946 Mar 05 05:20 PM WALL JOHN M Sr. VP & CFO Feb 28 '24 Sale 299.00 2,700 807,300 76,552 Mar 01 06:14 PM ZAMAN ANEEL Sr. Vice President Feb 27 '24 Sale 303.90 1,207 366,807 61,150 Feb 28 06:21 PM BECKLEY THOMAS P Sr. Vice President Feb 26 '24 Sale 305.00 347 105,835 155,030 Feb 28 06:14 PM DEVGAN ANIRUDH President and CEO Feb 27 '24 Sale 303.90 1,454 441,871 136,455 Feb 28 06:12 PM BECKLEY THOMAS P Sr. Vice President Feb 15 '24 Option Exercise 56.57 37,260 2,107,798 193,416 Feb 20 08:44 PM BECKLEY THOMAS P Sr. Vice President Feb 15 '24 Sale 296.98 65,268 19,383,200 156,156 Feb 20 08:44 PM SANGIOVANNI VINCENTELLI ALBERT Director Feb 06 '24 Sale 299.42 1,500 449,123 53,183 Feb 08 05:26 PM ZAMAN ANEEL Sr. Vice President Feb 02 '24 Sale 290.75 78 22,678 63,541 Feb 06 05:36 PM Cunningham Paul Sr. Vice President Feb 01 '24 Sale 289.50 1,000 289,500 85,441 Feb 05 07:19 PM Nisewaner Karna SVP & General Counsel Feb 01 '24 Sale 289.50 600 173,700 18,534 Feb 05 07:16 PM SANGIOVANNI VINCENTELLI ALBERT Director Jan 24 '24 Sale 300.00 4,500 1,350,007 54,683 Jan 26 05:17 PM WALL JOHN M Sr. VP & CFO Jan 18 '24 Option Exercise 131.16 36,000 4,721,700 116,594 Jan 22 05:31 PM WALL JOHN M Sr. VP & CFO Jan 18 '24 Sale 277.46 36,000 9,988,563 80,594 Jan 22 05:31 PM SANGIOVANNI VINCENTELLI ALBERT Director Jan 12 '24 Option Exercise 13.81 10,000 138,100 70,683 Jan 17 05:47 PM SANGIOVANNI VINCENTELLI ALBERT Director Jan 12 '24 Sale 267.67 11,500 3,078,205 59,183 Jan 17 05:47 PM Cunningham Paul Sr. Vice President Jan 02 '24 Sale 269.16 1,000 269,160 86,316 Jan 04 04:09 PM DEVGAN ANIRUDH President and CEO Jan 02 '24 Option Exercise 39.58 99,886 3,953,488 239,234 Jan 04 04:08 PM DEVGAN ANIRUDH President and CEO Jan 02 '24 Sale 263.20 99,886 26,290,303 139,348 Jan 04 04:08 PM Nisewaner Karna Corporate VP, General Counsel Jan 02 '24 Sale 269.16 600 161,496 19,009 Jan 04 04:07 PM ZAMAN ANEEL Sr. Vice President Jan 02 '24 Option Exercise 142.22 6,708 954,022 70,202 Jan 04 04:05 PM ZAMAN ANEEL Sr. Vice President Jan 02 '24 Sale 264.10 6,708 1,771,599 63,494 Jan 04 04:05 PM SANGIOVANNI VINCENTELLI ALBERT Director Dec 19 '23 Sale 275.00 6,000 1,650,000 60,683 Dec 21 05:23 PM SOHN YOUNG Director Dec 15 '23 Option Exercise 13.81 10,000 138,100 13,073 Dec 19 06:12 PM WALL JOHN M Sr. VP & CFO Dec 18 '23 Sale 271.91 2,400 652,584 80,594 Dec 18 07:28 PM TENG CHIN-CHI Sr. Vice President Dec 15 '23 Sale 270.32 7,500 2,027,393 109,179 Dec 18 05:58 PM Nisewaner Karna Corporate VP, General Counsel Dec 01 '23 Sale 272.85 700 190,995 19,609 Dec 05 05:41 PM Cunningham Paul Sr. Vice President Dec 01 '23 Sale 272.85 1,000 272,850 87,316 Dec 05 05:36 PM WALL JOHN M Sr. VP & CFO Nov 08 '23 Sale 255.00 1,250 318,750 85,375 Nov 09 05:08 PM Cunningham Paul Sr. Vice President Nov 01 '23 Sale 240.80 1,000 240,800 88,316 Nov 03 06:58 PM Adams Mark Director Nov 01 '23 Sale 240.80 400 96,320 11,007 Nov 03 06:55 PM Nisewaner Karna Corporate VP, General Counsel Nov 01 '23 Sale 240.80 100 24,080 20,309 Nov 03 06:52 PM Nisewaner Karna Corporate VP, General Counsel Oct 02 '23 Sale 235.44 100 23,544 20,409 Oct 04 05:14 PM Cunningham Paul Sr. Vice President Oct 02 '23 Sale 235.44 1,000 235,440 89,316 Oct 04 05:13 PM Adams Mark Director Oct 02 '23 Sale 235.44 1,377 324,201 2,450 Oct 04 05:11 PM TENG CHIN-CHI Sr. Vice President Sep 18 '23 Sale 234.53 7,500 1,758,972 116,679 Sep 19 08:45 PM DEVGAN ANIRUDH President and CEO Sep 18 '23 Sale 234.42 2,822 661,545 139,348 Sep 19 08:43 PM ZAMAN ANEEL Sr. Vice President Sep 19 '23 Sale 235.66 1,304 307,301 63,494 Sep 19 08:40 PM SANGIOVANNI VINCENTELLI ALBERT Director Sep 08 '23 Sale 241.26 4,000 965,047 66,683 Sep 12 05:03 PM
Index DJIA, S&P 500 P/E 21.64 EPS (ttm) 3.73 Insider Own 21.18% Shs Outstand 1.21B Perf Week -3.16%
Market Cap 120.90B Forward P/E 22.89 EPS next Y 3.52 Insider Trans -0.12% Shs Float 1.18B Perf Month 11.03%
Income 5.70B PEG 4.47 EPS next Q 0.52 Inst Own 67.28% Short Float 1.89% Perf Quarter -15.76%
Sales 51.39B P/S 2.35 EPS this Y -21.49% Inst Trans -0.25% Short Ratio 1.47 Perf Half Y -17.88%
Book/sh 9.60 P/B 8.40 EPS next Y 13.61% ROA 15.07% Short Interest 22.38M Perf Year -19.51%
Cash/sh 7.72 P/C 10.44 EPS next 5Y 4.84% ROE 40.09% 52W Range 70.75 - 123.39 Perf YTD -25.73%
Dividend Est. 1.49 (1.84%) P/FCF 18.27 EPS past 5Y 8.40% ROI 22.89% 52W High -34.66% Beta 1.01
Dividend TTM 1.48 (1.84%) Quick Ratio 1.69 Sales past 5Y 5.90% Gross Margin 44.01% 52W Low 13.96% ATR (14) 1.77
Dividend Ex-Date Sep 03, 2024 Current Ratio 2.40 EPS Y/Y TTM 15.03% Oper. Margin 11.76% RSI (14) 50.18 Volatility 1.92% 2.01%
Employees 79400 Debt/Eq 0.83 Sales Y/Y TTM 0.38% Profit Margin 11.09% Recom 2.18 Target Price 90.53
Option/Short Yes / Yes LT Debt/Eq 0.73 EPS Q/Q 49.28% Payout 38.91% Rel Volume 0.56 Prev Close 80.83
Sales Surprise -1.98% EPS Surprise 20.58% Sales Q/Q -1.44% Earnings Oct 01 AMC Avg Volume 15.22M Price 80.63
SMA20 -0.84% SMA50 4.14% SMA200 -14.95% Trades
Volume 8,505,027 Change -0.25%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-23-24 Resumed Piper Sandler
Neutral
$80
Jul-02-24 Reiterated RBC Capital Mkts
Sector Perform
$100 → $75
Jun-28-24 Reiterated Telsey Advisory Group
Outperform
$115 → $100
Jun-28-24 Downgrade UBS
Buy → Neutral
$78
Jun-28-24 Downgrade Stifel
Buy → Hold
$117 → $88
Jun-28-24 Downgrade Raymond James
Outperform → Mkt Perform
Jun-28-24 Downgrade Morgan Stanley
Overweight → Equal-Weight
$114 → $79
Jun-28-24 Downgrade JP Morgan
Overweight → Neutral
$116 → $83
Jun-28-24 Downgrade Barclays
Overweight → Equal Weight
$109 → $80
Jun-21-24 Upgrade Oppenheimer
Perform → Outperform
$110 → $120
Jun-13-24 Resumed Deutsche Bank
Buy
$115
Apr-11-24 Upgrade BofA Securities
Neutral → Buy
$110 → $113
Mar-22-24 Reiterated Telsey Advisory Group
Outperform
$120 → $115
Mar-22-24 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$110 → $100
Mar-18-24 Reiterated Telsey Advisory Group
Outperform
$140 → $120
Feb-16-24 Downgrade Oppenheimer
Outperform → Perform
Jan-22-24 Reiterated HSBC Securities
Hold
$120 → $116
Jan-22-24 Reiterated HSBC Securities
Hold
$120 → $115
Dec-22-23 Downgrade TD Cowen
Outperform → Market Perform
$129 → $104
Dec-15-23 Reiterated Telsey Advisory Group
Outperform
$128 → $140
Show Previous Ratings
Today 04:31PM
09:37AM
06:10AM
Sep-06-24 06:10PM
01:46PM
09:38AM
Loading…
09:38AM
(Investor's Business Daily)
06:50AM
02:22AM
(Thomson Reuters StreetEvents)
Sep-05-24 06:08PM
05:45PM
03:40PM
02:01PM
10:32AM
03:08AM
Sep-04-24 06:15PM
05:50PM
Loading…
05:50PM
05:00PM
08:26AM
06:50AM
Sep-02-24 09:27PM
Sep-01-24 10:05AM
Aug-31-24 11:27AM
10:43AM
08:27AM
05:27AM
Aug-30-24 06:36PM
09:50AM
Aug-29-24 05:45PM
04:33PM
12:20PM
06:20PM
Loading…
Aug-28-24 06:20PM
03:31PM
02:55PM
12:15PM
10:07AM
08:03AM
Aug-27-24 05:59PM
12:54PM
07:30AM
04:25AM
03:04AM
Aug-26-24 06:05PM
09:20AM
07:36AM
04:35AM
Aug-25-24 05:30AM
Aug-24-24 07:15PM
11:01AM
09:45AM
07:09AM
Aug-23-24 09:55PM
09:00AM
Aug-22-24 05:45PM
02:10PM
10:55AM
09:00AM
04:02AM
Aug-21-24 08:15AM
12:01AM
Aug-20-24 10:13PM
Aug-19-24 06:39PM
04:38PM
09:45AM
07:30AM
Aug-18-24 02:06PM
02:32AM
Aug-17-24 06:04PM
12:00PM
Aug-16-24 05:45PM
05:11PM
04:06PM
04:01PM
02:28PM
01:10PM
09:38AM
08:32AM
Aug-15-24 05:29PM
05:06PM
04:40PM
(The Wall Street Journal)
04:21PM
02:40PM
01:14PM
01:06PM
11:53AM
11:29AM
10:47AM
10:14AM
08:53AM
07:40AM
06:55AM
Aug-14-24 06:06PM
05:30PM
05:24PM
04:56PM
04:38PM
05:08AM
Aug-13-24 05:43PM
(Yahoo Finance Video) +5.17%
03:51PM
03:26PM
01:45PM
NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa, Greater China, Asia Pacific and Latin America, Global Brand Divisions, Converse, and Corporate. The North America, Europe, Middle East, and Africa, Greater China, Asia Pacific and Latin America segments refers to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions represent its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment consists of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
PARKER MARK G EXECUTIVE CHAIRMAN Aug 14 '24 Sale 78.00 52,487 4,093,986 1,031,226 Aug 15 05:13 PM PARKER MARK G Officer Aug 14 '24 Proposed Sale 78.00 52,487 4,093,986 Aug 14 10:54 AM Friend Matthew EVP: CFO Aug 07 '24 Sale 72.88 5,410 394,281 16,814 Aug 08 04:16 PM Friend Matthew Officer Aug 07 '24 Proposed Sale 72.88 5,410 394,281 Aug 07 11:29 AM PARKER MARK G EXECUTIVE CHAIRMAN Jul 18 '24 Option Exercise 38.76 110,000 4,263,600 1,212,090 Jul 22 04:52 PM PARKER MARK G EXECUTIVE CHAIRMAN Jul 18 '24 Sale 72.97 110,000 8,026,700 1,102,090 Jul 22 04:52 PM SWAN ROBERT HOLMES Director Jun 28 '24 Buy 77.02 2,941 226,516 20,946 Jul 01 04:18 PM Friend Matthew EVP: CFO Jun 05 '24 Sale 95.10 9,350 889,185 27,312 Jun 07 04:40 PM PARKER MARK G EXECUTIVE CHAIRMAN May 14 '24 Option Exercise 38.76 110,000 4,263,600 1,212,090 May 15 05:29 PM PARKER MARK G EXECUTIVE CHAIRMAN May 14 '24 Sale 93.14 168,378 15,682,727 1,102,090 May 15 05:29 PM Nielsen Johanna VP: CORP CONTROLLER May 09 '24 Sale 93.64 282 26,406 730 May 10 04:16 PM Matheson Monique S. EVP: CHRO May 07 '24 Option Exercise 77.54 45,000 3,489,300 89,997 May 08 05:19 PM Matheson Monique S. EVP: CHRO May 07 '24 Sale 94.16 45,000 4,237,200 44,997 May 08 05:19 PM PARKER MARK G EXECUTIVE CHAIRMAN Feb 14 '24 Option Exercise 38.76 110,000 4,263,600 1,288,845 Feb 16 04:33 PM PARKER MARK G EXECUTIVE CHAIRMAN Feb 14 '24 Sale 105.00 168,378 17,679,690 1,178,845 Feb 16 04:33 PM Matheson Monique S. EVP: CHRO Dec 11 '23 Option Exercise 77.54 10,000 775,400 54,736 Dec 13 04:19 PM Matheson Monique S. EVP: CHRO Dec 11 '23 Sale 119.00 10,000 1,190,000 44,736 Dec 13 04:19 PM PARKER MARK G EXECUTIVE CHAIRMAN Oct 16 '23 Sale 99.60 58,091 5,785,864 1,255,600 Oct 17 04:50 PM SWAN ROBERT HOLMES Director Oct 02 '23 Buy 96.13 13,072 1,256,611 18,005 Oct 03 06:48 PM
Index NDX P/E - EPS (ttm) -1.01 Insider Own 25.47% Shs Outstand 375.99M Perf Week -2.35%
Market Cap 50.85B Forward P/E 75.86 EPS next Y 1.63 Insider Trans -1.50% Shs Float 306.73M Perf Month 1.70%
Income -407.00M PEG - EPS next Q 0.21 Inst Own 67.16% Short Float 3.54% Perf Quarter 8.32%
Sales 9.61B P/S 5.29 EPS this Y 102.12% Inst Trans -0.76% Short Ratio 2.62 Perf Half Y -7.24%
Book/sh 17.34 P/B 7.13 EPS next Y 5312.11% ROA -3.80% Short Interest 10.84M Perf Year 49.61%
Cash/sh 11.79 P/C 10.48 EPS next 5Y 43.50% ROE -6.00% 52W Range 69.90 - 143.34 Perf YTD 24.95%
Dividend Est. - P/FCF 30.63 EPS past 5Y -16.86% ROI -5.33% 52W High -13.80% Beta 1.68
Dividend TTM - Quick Ratio 1.63 Sales past 5Y 113.09% Gross Margin 41.31% 52W Low 76.77% ATR (14) 3.78
Dividend Ex-Date - Current Ratio 1.63 EPS Y/Y TTM 69.06% Oper. Margin -4.76% RSI (14) 49.98 Volatility 3.07% 2.68%
Employees 19300 Debt/Eq 0.07 Sales Y/Y TTM 25.02% Profit Margin -4.24% Recom 1.86 Target Price 144.82
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 12.53% Payout - Rel Volume 0.57 Prev Close 126.35
Sales Surprise 3.57% EPS Surprise -309.48% Sales Q/Q 23.30% Earnings Aug 01 AMC Avg Volume 4.14M Price 123.56
SMA20 -2.99% SMA50 6.45% SMA200 6.99% Trades
Volume 2,342,254 Change -2.21%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Cantor Fitzgerald
Overweight
$160
Jul-26-24 Initiated Redburn Atlantic
Buy
$170
Jul-23-24 Initiated Argus
Hold
Jul-16-24 Initiated Wolfe Research
Outperform
$130
Jul-11-24 Initiated KeyBanc Capital Markets
Sector Weight
Apr-19-24 Initiated Loop Capital
Buy
$170
Apr-11-24 Upgrade MoffettNathanson
Neutral → Buy
$118 → $164
Apr-04-24 Initiated The Benchmark Company
Buy
$165
Mar-15-24 Upgrade Piper Sandler
Underweight → Neutral
$53 → $127
Mar-04-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$130 → $175
Feb-22-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$135 → $145
Jan-09-24 Initiated BMO Capital Markets
Outperform
$120
Jan-08-24 Upgrade Jefferies
Hold → Buy
$90 → $130
Nov-16-23 Initiated Deutsche Bank
Buy
$125
Oct-24-23 Initiated Seaport Research Partners
Neutral
Sep-18-23 Upgrade Mizuho
Neutral → Buy
$90 → $105
Sep-15-23 Downgrade MoffettNathanson
Outperform → Market Perform
Sep-11-23 Upgrade Jefferies
Underperform → Hold
$70 → $90
Aug-01-23 Reiterated BofA Securities
Buy
$82 → $95
Jun-14-23 Downgrade Gordon Haskett
Buy → Hold
$73 → $72
Show Previous Ratings
Aug-20-24 05:38PM
10:38AM
09:29AM
09:00AM
Aug-19-24 10:10AM
09:00AM
Loading…
09:00AM
Aug-13-24 02:46PM
10:40AM
09:00AM
Aug-02-24 06:43PM
(Morningstar Research) +8.35%
01:04AM
Aug-01-24 05:53PM
05:00PM
04:47PM
04:08PM
(The Wall Street Journal)
04:05PM
Loading…
04:05PM
10:00AM
09:00AM
Jul-31-24 07:00AM
Jul-30-24 09:02AM
Jul-29-24 01:50PM
12:34PM
Jul-25-24 02:58PM
(The Wall Street Journal)
11:33AM
Jul-23-24 05:39PM
Jul-21-24 11:55PM
Jul-20-24 08:45PM
Jul-17-24 06:49PM
(Morningstar Research) -5.13%
Jul-02-24 09:00AM
Jun-28-24 06:17PM
05:20PM
Loading…
05:20PM
08:03AM
03:18AM
Jun-26-24 03:26PM
Jun-24-24 07:41AM
Jun-23-24 08:00AM
Jun-22-24 05:30AM
(The Wall Street Journal)
Jun-21-24 02:41PM
10:00AM
Jun-18-24 05:00PM
Jun-12-24 10:30AM
10:02AM
Jun-11-24 04:28PM
02:49PM
11:40AM
Jun-10-24 02:47PM
08:06AM
Jun-09-24 12:07PM
Jun-08-24 02:37AM
Jun-07-24 06:37AM
Jun-06-24 01:36PM
Jun-03-24 09:00AM
May-31-24 11:31AM
08:05AM
May-30-24 12:43PM
02:00AM
May-22-24 07:07PM
07:07PM
07:07PM
08:08AM
May-21-24 10:40AM
May-20-24 05:27PM
09:00AM
May-09-24 09:15AM
May-08-24 09:49AM
(Nation's Restaurant News)
May-07-24 11:49AM
10:25AM
May-05-24 08:28AM
May-03-24 04:01AM
May-02-24 02:42PM
12:12PM
(The Wall Street Journal)
11:37AM
11:06AM
10:59AM
10:23AM
09:53AM
07:37AM
07:00AM
01:04AM
May-01-24 09:01PM
08:56PM
05:43PM
05:15PM
05:10PM
04:05PM
01:24PM
Apr-30-24 05:38PM
Apr-28-24 08:00AM
Apr-26-24 10:58AM
Apr-25-24 05:56PM
08:00AM
Apr-24-24 05:09PM
01:00PM
10:01AM
09:00AM
Apr-23-24 09:00AM
Apr-22-24 06:15PM
03:13PM
Apr-19-24 04:15PM
Apr-18-24 05:17PM
(Nation's Restaurant News)
DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013, and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Xu Tony CHIEF EXECUTIVE OFFICER Sep 03 '24 Option Exercise 7.16 54,166 387,829 54,166 Sep 05 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Sep 03 '24 Sale 126.40 54,166 6,846,736 0 Sep 05 04:05 PM Adarkar Prabir PRESIDENT AND COO Sep 03 '24 Option Exercise 7.16 8,000 57,280 991,094 Sep 05 04:05 PM Adarkar Prabir PRESIDENT AND COO Sep 03 '24 Sale 126.39 8,000 1,011,146 983,094 Sep 05 04:05 PM Tang Stanley Director Sep 03 '24 Sale 126.40 50,000 6,320,153 0 Sep 05 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Aug 30 '24 Sale 127.86 7,000 895,045 396,152 Sep 04 06:13 PM STANLEY TANG Director Sep 03 '24 Proposed Sale 128.71 150,000 19,306,500 Sep 03 04:28 PM PRABIR ADARKAR Officer Sep 03 '24 Proposed Sale 128.71 8,000 1,029,680 Sep 03 04:17 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Aug 23 '24 Sale 129.14 11,828 1,527,477 158,867 Aug 27 04:10 PM Fang Andy Director Aug 22 '24 Sale 130.16 24,600 3,201,911 0 Aug 26 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Aug 22 '24 Sale 129.88 5,580 724,709 132,201 Aug 26 04:05 PM TIA SHERRINGHAM Officer Aug 23 '24 Proposed Sale 128.80 11,828 1,523,446 Aug 23 04:28 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Aug 20 '24 Sale 126.17 2,551 321,869 99,133 Aug 22 04:25 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Aug 20 '24 Sale 126.28 14,071 1,776,844 403,152 Aug 22 04:25 PM Adarkar Prabir PRESIDENT AND COO Aug 20 '24 Sale 126.27 19,693 2,486,714 983,094 Aug 22 04:25 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Aug 20 '24 Sale 126.26 12,817 1,618,211 170,695 Aug 22 04:25 PM Yandell Keith CHIEF BUSINESS OFFICER Aug 20 '24 Sale 126.24 7,897 996,941 140,647 Aug 22 04:25 PM Yandell Keith CHIEF BUSINESS OFFICER Aug 21 '24 Sale 127.54 2,866 365,530 137,781 Aug 22 04:25 PM Tang Stanley Director Aug 20 '24 Sale 126.20 1,835 231,586 37,268 Aug 22 04:25 PM Fang Andy Director Aug 20 '24 Sale 126.22 1,893 238,940 18,089 Aug 22 04:25 PM KEITH YANDELL Officer Aug 22 '24 Proposed Sale 129.45 5,580 722,331 Aug 22 04:24 PM Fang Andy Director Aug 19 '24 Sale 130.00 400 52,000 0 Aug 21 04:05 PM Fang Andy Director Aug 15 '24 Sale 129.55 50,000 6,477,294 39,075 Aug 19 04:05 PM Fang Andy Director Aug 16 '24 Sale 129.20 30,907 3,993,061 0 Aug 19 04:05 PM Fang Andy Director Aug 16 '24 Sale 129.20 19,093 2,466,741 19,982 Aug 19 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Aug 15 '24 Option Exercise 7.16 54,166 387,829 54,166 Aug 19 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Aug 15 '24 Sale 129.54 54,166 7,016,800 0 Aug 19 04:05 PM THE AF LIVING TRUST Director Aug 16 '24 Proposed Sale 130.29 280,907 36,599,373 Aug 16 04:31 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Aug 12 '24 Sale 123.53 1,000 123,530 101,684 Aug 14 04:05 PM Lee Gordon S Officer Aug 12 '24 Proposed Sale 123.53 1,000 123,530 Aug 12 04:41 PM Xu Tony CHIEF EXECUTIVE OFFICER Aug 06 '24 Option Exercise 7.16 54,166 387,829 54,166 Aug 08 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Aug 06 '24 Sale 123.43 54,166 6,685,880 0 Aug 08 04:05 PM Brown Shona L Director Aug 05 '24 Sale 120.00 5,005 600,600 65,186 Aug 07 04:00 PM SHONA L. BROWN LIVING TRUST U/ Director Aug 05 '24 Proposed Sale 117.23 5,005 586,736 Aug 05 04:24 PM Adarkar Prabir PRESIDENT AND COO Aug 01 '24 Option Exercise 7.16 8,000 57,280 1,010,787 Aug 05 04:05 PM Adarkar Prabir PRESIDENT AND COO Aug 01 '24 Sale 108.13 8,000 865,029 1,002,787 Aug 05 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Aug 01 '24 Sale 108.14 6,553 708,645 148,544 Aug 05 04:05 PM PRABIR ADARKAR Officer Aug 01 '24 Proposed Sale 110.72 8,000 885,760 Aug 01 04:32 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Jul 30 '24 Sale 106.64 7,000 746,460 417,223 Aug 01 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Jul 15 '24 Option Exercise 7.16 54,166 387,829 54,166 Jul 17 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Jul 15 '24 Sale 104.96 54,166 5,685,485 0 Jul 17 04:05 PM Fang Andy Director Jul 11 '24 Option Exercise 7.16 29,140 208,642 68,415 Jul 15 04:05 PM Fang Andy Director Jul 12 '24 Sale 105.59 50,000 5,279,306 19,982 Jul 15 04:05 PM Fang Andy Director Jul 11 '24 Sale 105.57 50,000 5,278,652 19,982 Jul 15 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Jul 01 '24 Sale 107.75 6,554 706,162 155,097 Jul 03 04:10 PM Adarkar Prabir PRESIDENT AND COO Jul 01 '24 Option Exercise 7.16 8,000 57,280 1,010,787 Jul 03 04:10 PM Adarkar Prabir PRESIDENT AND COO Jul 01 '24 Sale 107.61 8,000 860,868 1,002,787 Jul 03 04:10 PM Xu Tony CHIEF EXECUTIVE OFFICER Jul 01 '24 Option Exercise 7.16 54,166 387,829 54,166 Jul 03 04:10 PM Xu Tony CHIEF EXECUTIVE OFFICER Jul 01 '24 Sale 107.75 54,166 5,836,330 0 Jul 03 04:10 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Jun 28 '24 Sale 109.30 7,000 765,112 424,223 Jul 02 04:05 PM Brown Shona L Director Jun 25 '24 Sale 110.97 1,712 189,981 70,191 Jun 27 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Jun 10 '24 Option Exercise 0.20 131,590 26,318 131,590 Jun 11 04:15 PM Xu Tony CHIEF EXECUTIVE OFFICER Jun 10 '24 Sale 111.61 131,590 14,686,826 0 Jun 11 04:15 PM Fang Andy Director Jun 07 '24 Option Exercise 7.16 50,000 358,000 89,275 Jun 11 04:05 PM Fang Andy Director Jun 10 '24 Option Exercise 7.16 50,000 358,000 89,275 Jun 11 04:05 PM Fang Andy Director Jun 07 '24 Sale 113.40 50,000 5,669,985 39,275 Jun 11 04:05 PM Fang Andy Director Jun 10 '24 Sale 111.96 50,000 5,597,823 39,275 Jun 11 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Jun 05 '24 Sale 111.84 12,088 1,351,978 161,651 Jun 07 04:05 PM Adarkar Prabir PRESIDENT AND COO Jun 03 '24 Option Exercise 7.16 8,000 57,280 1,010,787 Jun 05 05:00 PM Adarkar Prabir PRESIDENT AND COO Jun 03 '24 Sale 109.98 8,000 879,824 1,002,787 Jun 05 05:00 PM Inukonda Ravi CHIEF FINANCIAL OFFICER May 30 '24 Sale 110.47 7,000 773,290 441,851 Jun 03 04:05 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY May 23 '24 Sale 110.46 11,740 1,296,810 183,512 May 28 04:05 PM Lee Gordon S CHIEF ACCOUNTING OFFICER May 20 '24 Sale 113.78 2,569 292,290 102,684 May 22 04:00 PM Inukonda Ravi CHIEF FINANCIAL OFFICER May 20 '24 Sale 113.80 10,425 1,186,316 448,851 May 22 04:00 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 113.60 3,738 424,648 453,291 May 22 04:00 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY May 20 '24 Sale 113.73 12,903 1,467,471 195,252 May 22 04:00 PM Fang Andy Director May 20 '24 Sale 113.73 1,908 216,992 39,275 May 22 04:00 PM Yandell Keith CHIEF BUSINESS OFFICER May 20 '24 Sale 113.74 7,951 904,321 173,739 May 22 04:00 PM Tang Stanley Director May 20 '24 Sale 113.74 1,849 210,310 39,103 May 22 04:00 PM Adarkar Prabir PRESIDENT AND COO May 20 '24 Sale 113.73 19,823 2,254,556 1,002,787 May 22 04:00 PM Lee Gordon S CHIEF ACCOUNTING OFFICER May 13 '24 Sale 115.27 1,000 115,272 105,253 May 15 04:05 PM Brown Shona L Director May 06 '24 Sale 114.37 703 80,402 69,408 May 08 04:05 PM Adarkar Prabir PRESIDENT AND COO May 01 '24 Option Exercise 7.16 8,000 57,280 918,340 May 03 04:05 PM Adarkar Prabir PRESIDENT AND COO May 01 '24 Sale 128.48 8,000 1,027,862 910,340 May 03 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER May 01 '24 Sale 128.15 3,500 448,525 151,752 May 03 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Apr 30 '24 Sale 130.95 7,000 916,654 384,425 May 02 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Apr 16 '24 Option Exercise 0.20 132,300 26,460 132,300 Apr 18 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Apr 16 '24 Sale 133.51 132,300 17,663,909 0 Apr 18 04:05 PM Fang Andy Director Apr 11 '24 Option Exercise 0.20 66,195 13,239 102,677 Apr 15 04:05 PM Fang Andy Director Apr 12 '24 Option Exercise 0.20 66,195 13,239 102,677 Apr 15 04:05 PM Fang Andy Director Apr 11 '24 Sale 139.31 66,195 9,221,472 36,482 Apr 15 04:05 PM Fang Andy Director Apr 12 '24 Sale 138.93 66,195 9,196,587 36,482 Apr 15 04:05 PM Brown Shona L Director Apr 04 '24 Sale 141.60 700 99,120 70,111 Apr 08 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Apr 01 '24 Sale 137.91 3,500 482,685 155,252 Apr 03 04:27 PM Fang Andy Director Apr 01 '24 Option Exercise 0.20 67,000 13,400 103,482 Apr 03 04:26 PM Fang Andy Director Apr 01 '24 Sale 138.36 67,000 9,269,921 36,482 Apr 03 04:26 PM Adarkar Prabir PRESIDENT AND COO Apr 01 '24 Option Exercise 7.16 8,000 57,280 918,340 Apr 03 04:25 PM Adarkar Prabir PRESIDENT AND COO Apr 01 '24 Sale 137.91 8,000 1,103,280 910,340 Apr 03 04:25 PM Fang Andy Director Mar 28 '24 Option Exercise 0.20 67,000 13,400 103,482 Apr 01 04:20 PM Fang Andy Director Mar 28 '24 Sale 139.09 67,000 9,318,897 36,482 Apr 01 04:20 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Mar 28 '24 Sale 138.98 5,000 694,895 391,425 Apr 01 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Mar 14 '24 Option Exercise 0.20 132,300 26,460 132,300 Mar 18 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Mar 14 '24 Sale 131.96 132,300 17,458,884 0 Mar 18 04:05 PM Brown Shona L Director Mar 06 '24 Sale 133.09 703 93,562 70,811 Mar 08 05:12 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Mar 01 '24 Sale 124.50 1,000 124,500 92,207 Mar 05 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Mar 01 '24 Sale 124.50 3,500 435,750 161,102 Mar 05 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 29 '24 Sale 123.35 5,000 616,750 396,425 Mar 04 04:05 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 23 '24 Sale 121.54 12,923 1,570,613 166,990 Feb 27 04:08 PM Tang Stanley Director Feb 20 '24 Sale 111.97 3,662 410,036 36,642 Feb 22 04:06 PM Fang Andy Director Feb 20 '24 Sale 111.99 3,704 414,828 37,265 Feb 22 04:06 PM
Index DJIA, S&P 500 P/E 39.47 EPS (ttm) 15.12 Insider Own 0.20% Shs Outstand 924.00M Perf Week 0.90%
Market Cap 551.17B Forward P/E 19.16 EPS next Y 31.16 Insider Trans -0.30% Shs Float 921.57M Perf Month 5.44%
Income 14.10B PEG 3.19 EPS next Q 7.06 Inst Own 90.61% Short Float 0.90% Perf Quarter 18.92%
Sales 383.26B P/S 1.44 EPS this Y 10.27% Inst Trans -0.70% Short Ratio 2.14 Perf Half Y 24.67%
Book/sh 97.02 P/B 6.15 EPS next Y 12.48% ROA 4.98% Short Interest 8.32M Perf Year 25.15%
Cash/sh - P/C - EPS next 5Y 12.38% ROE 16.43% 52W Range 436.38 - 607.94 Perf YTD 13.37%
Dividend Est. 7.91 (1.33%) P/FCF 88.81 EPS past 5Y 14.37% ROI 9.21% 52W High -1.82% Beta 0.59
Dividend TTM 7.74 (1.30%) Quick Ratio - Sales past 5Y 10.25% Gross Margin - 52W Low 36.78% ATR (14) 10.36
Dividend Ex-Date Sep 16, 2024 Current Ratio 0.88 EPS Y/Y TTM -32.55% Oper. Margin 7.79% RSI (14) 65.34 Volatility 1.70% 1.47%
Employees 440000 Debt/Eq 0.84 Sales Y/Y TTM 10.40% Profit Margin 3.68% Recom 1.32 Target Price 624.26
Option/Short Yes / Yes LT Debt/Eq 0.71 EPS Q/Q -21.39% Payout 30.55% Rel Volume 0.75 Prev Close 595.49
Sales Surprise 0.07% EPS Surprise 2.28% Sales Q/Q 6.41% Earnings Jul 16 BMO Avg Volume 3.90M Price 596.88
SMA20 2.51% SMA50 7.55% SMA200 15.08% Trades
Volume 2,920,510 Change 0.23%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-17-24 Upgrade Jefferies
Hold → Buy
$481 → $647
Jul-17-24 Reiterated RBC Capital Mkts
Outperform
$555 → $615
Jun-05-24 Upgrade HSBC Securities
Hold → Buy
$580
May-30-24 Initiated Robert W. Baird
Outperform
$597
Apr-04-24 Upgrade HSBC Securities
Reduce → Hold
$460
Mar-06-24 Initiated Barclays
Overweight
$551
Dec-18-23 Downgrade HSBC Securities
Hold → Reduce
$550 → $480
Oct-16-23 Upgrade UBS
Neutral → Buy
$520 → $640
Sep-06-23 Initiated HSBC Securities
Hold
$540
Jul-19-23 Reiterated UBS
Neutral
$510 → $520
Jul-18-23 Upgrade Bernstein
Mkt Perform → Outperform
$595 → $603
Jul-17-23 Reiterated TD Cowen
Outperform
$562 → $555
Jul-17-23 Reiterated RBC Capital Mkts
Outperform
$592 → $572
Jul-17-23 Reiterated JP Morgan
Overweight
$527 → $532
May-26-23 Initiated Piper Sandler
Overweight
$580
Apr-21-23 Initiated Cantor Fitzgerald
Overweight
$591
Apr-05-23 Upgrade Raymond James
Outperform → Strong Buy
$615 → $630
Nov-23-22 Resumed Morgan Stanley
Overweight
$587
Nov-21-22 Downgrade Raymond James
Strong Buy → Outperform
$615
Jun-17-22 Initiated Loop Capital
Buy
$575
Show Previous Ratings
Today 06:52PM
Sep-06-24 04:40AM
Sep-05-24 12:57PM
07:59AM
05:29AM
04:50AM
Loading…
04:50AM
Sep-03-24 05:45PM
Sep-02-24 08:00AM
Aug-31-24 04:06PM
Aug-30-24 09:30AM
09:00AM
Aug-29-24 11:31AM
09:00AM
03:57AM
Aug-27-24 03:12PM
09:30AM
Loading…
09:30AM
Aug-26-24 05:45PM
11:25AM
09:26AM
Aug-24-24 06:10PM
Aug-23-24 09:50AM
05:32AM
Aug-22-24 06:44PM
05:56PM
09:00AM
Aug-20-24 01:30PM
03:28AM
Aug-19-24 05:45PM
08:00AM
Aug-16-24 09:30AM
11:30AM
Loading…
Aug-15-24 11:30AM
10:09AM
Aug-14-24 06:04PM
08:30AM
Aug-12-24 09:40AM
Aug-08-24 09:58AM
09:00AM
Aug-07-24 06:50AM
Aug-05-24 09:30AM
08:00AM
Aug-02-24 07:07AM
Aug-01-24 05:30AM
Jul-31-24 09:30AM
Jul-29-24 07:43AM
Jul-26-24 10:55PM
01:23PM
09:50AM
Jul-25-24 01:28PM
09:00AM
08:00AM
07:00AM
(The Wall Street Journal)
Jul-23-24 02:03PM
(The Wall Street Journal)
09:30AM
06:29AM
Jul-22-24 09:32AM
08:00AM
05:50AM
Jul-21-24 05:55AM
Jul-19-24 07:01PM
07:01PM
01:00PM
11:17AM
(Investor's Business Daily)
Jul-18-24 06:04PM
06:00AM
03:42AM
(The Wall Street Journal)
Jul-17-24 06:00PM
(Investor's Business Daily)
05:10PM
01:55PM
(Investor's Business Daily)
11:59AM
(Investor's Business Daily)
10:40AM
(Investor's Business Daily)
09:53AM
09:00AM
(The Wall Street Journal)
07:38AM
06:00AM
04:55AM
02:21AM
(Thomson Reuters StreetEvents)
Jul-16-24 06:36PM
05:57PM
05:06PM
04:50PM
04:46PM
(Investor's Business Daily)
04:07PM
(The Wall Street Journal)
04:00PM
02:59PM
02:27PM
02:03PM
01:49PM
01:36PM
01:30PM
01:13PM
01:01PM
12:39PM
(Associated Press Finance)
11:55AM
11:34AM
11:17AM
(The Wall Street Journal)
11:15AM
11:11AM
11:10AM
11:02AM
10:52AM
UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ROOS THOMAS E Chief Accounting Officer Jul 17 '24 Sale 569.88 2,851 1,624,734 29,501 Jul 19 04:26 PM McSweeney Erin EVP & Chief People Officer Jul 18 '24 Sale 579.03 1,500 868,538 7,785 Jul 19 04:26 PM HEMSLEY STEPHEN J Director Jun 14 '24 Option Exercise 173.22 332,148 57,536,178 858,256 Jun 14 04:51 PM McSweeney Erin EVP & Chief People Officer Mar 08 '24 Sale 483.48 1,236 597,582 9,364 Mar 12 04:16 PM ROOS THOMAS E Chief Accounting Officer Feb 23 '24 Sale 525.79 858 451,128 32,289 Feb 26 04:25 PM THOMPSON BRIAN R CEO, UnitedHealthcare Feb 16 '24 Option Exercise 255.22 82,348 21,016,460 72,806 Feb 20 04:10 PM THOMPSON BRIAN R CEO, UnitedHealthcare Feb 16 '24 Sale 521.00 28,943 15,079,303 25,543 Feb 20 04:10 PM HEMSLEY STEPHEN J Director Dec 05 '23 Option Exercise 108.97 66,081 7,200,847 701,609 Dec 07 04:22 PM HEMSLEY STEPHEN J Director Dec 05 '23 Sale 550.39 66,081 36,370,196 635,528 Dec 07 04:22 PM HEMSLEY STEPHEN J Director Oct 17 '23 Option Exercise 82.22 121,515 9,991,345 643,333 Oct 19 08:00 PM HEMSLEY STEPHEN J Director Oct 17 '23 Sale 540.58 121,515 65,688,591 521,818 Oct 19 08:00 PM McSweeney Erin EVP Chief People Officer Oct 16 '23 Option Exercise 302.20 4,498 1,359,296 13,716 Oct 18 05:39 PM McSweeney Erin EVP Chief People Officer Oct 16 '23 Sale 544.28 4,498 2,448,192 9,218 Oct 18 05:39 PM
Index - P/E 13.92 EPS (ttm) 19.58 Insider Own 0.63% Shs Outstand 57.27M Perf Week -2.82%
Market Cap 15.00B Forward P/E 14.85 EPS next Y 18.36 Insider Trans -10.44% Shs Float 54.67M Perf Month -3.44%
Income 1.14B PEG 27.85 EPS next Q 3.72 Inst Own 85.65% Short Float 2.18% Perf Quarter -5.79%
Sales 14.25B P/S 1.05 EPS this Y -23.65% Inst Trans -4.74% Short Ratio 3.03 Perf Half Y -15.31%
Book/sh 137.04 P/B 1.99 EPS next Y 6.30% ROA 10.90% Short Interest 1.19M Perf Year 1.38%
Cash/sh 6.38 P/C 42.77 EPS next 5Y 0.50% ROE 14.94% 52W Range 237.14 - 342.20 Perf YTD -2.50%
Dividend Est. 4.17 (1.53%) P/FCF 14.40 EPS past 5Y 20.94% ROI 12.71% 52W High -20.31% Beta 0.86
Dividend TTM 4.30 (1.58%) Quick Ratio 2.43 Sales past 5Y 8.63% Gross Margin 28.49% 52W Low 14.99% ATR (14) 6.16
Dividend Ex-Date Aug 16, 2024 Current Ratio 5.02 EPS Y/Y TTM -22.67% Oper. Margin 10.24% RSI (14) 40.25 Volatility 2.25% 1.76%
Employees 15000 Debt/Eq 0.18 Sales Y/Y TTM -9.27% Profit Margin 7.99% Recom 2.44 Target Price 319.50
Option/Short Yes / Yes LT Debt/Eq 0.17 EPS Q/Q -28.09% Payout 17.67% Rel Volume 0.96 Prev Close 271.96
Sales Surprise -0.03% EPS Surprise -1.77% Sales Q/Q -6.11% Earnings Jul 25 BMO Avg Volume 393.24K Price 272.69
SMA20 -2.80% SMA50 -5.33% SMA200 -7.58% Trades
Volume 376,492 Change 0.27%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-26-24 Downgrade Wolfe Research
Peer Perform → Underperform
$262
Apr-11-24 Downgrade Citigroup
Buy → Neutral
$380
Apr-28-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-04-23 Resumed BofA Securities
Neutral
$231
Oct-06-22 Downgrade Goldman
Buy → Neutral
$218 → $201
Aug-15-22 Initiated BMO Capital Markets
Outperform
$230
Apr-29-22 Upgrade Wolfe Research
Peer Perform → Outperform
$226
Apr-14-22 Upgrade Exane BNP Paribas
Neutral → Outperform
Jan-28-22 Upgrade Wolfe Research
Underperform → Peer Perform
$156 → $159
Nov-17-21 Initiated Wolfe Research
Underperform
$158
Nov-04-21 Upgrade Goldman
Neutral → Buy
$162 → $190
Oct-14-21 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$165
Aug-24-21 Initiated Seaport Global Securities
Buy
$165
Jul-26-21 Upgrade Citigroup
Neutral → Buy
$160 → $200
Jun-16-21 Initiated JP Morgan
Overweight
$181
Apr-09-21 Initiated Goldman
Neutral
$153
Jan-08-21 Downgrade Deutsche Bank
Buy → Hold
$123
Oct-23-20 Upgrade BofA Securities
Neutral → Buy
$123
Aug-04-20 Upgrade Deutsche Bank
Hold → Buy
$90 → $115
May-13-20 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Show Previous Ratings
Aug-02-24 01:10AM
Jul-25-24 06:50AM
Jul-15-24 06:50AM
Jul-11-24 06:50AM
May-15-24 09:35AM
06:50AM
Loading…
May-07-24 06:50AM
May-03-24 01:11AM
Apr-30-24 08:39AM
Apr-29-24 09:35AM
Apr-25-24 06:50AM
Apr-18-24 10:01AM
Apr-15-24 03:40PM
Apr-11-24 06:50AM
Apr-03-24 06:50AM
Apr-02-24 06:50AM
07:49AM
Loading…
Mar-09-24 07:49AM
Mar-01-24 12:04AM
Feb-20-24 06:50AM
Feb-19-24 12:00PM
Feb-16-24 04:30PM
12:53PM
09:32AM
12:25AM
(Thomson Reuters StreetEvents)
Feb-15-24 07:58AM
07:37AM
07:06AM
(Associated Press Finance)
07:06AM
06:50AM
Feb-14-24 06:50AM
Feb-08-24 10:00AM
06:41AM
Loading…
Feb-05-24 06:41AM
Feb-02-24 01:59PM
06:50AM
Feb-01-24 06:50AM
Jan-26-24 09:40AM
Jan-10-24 08:09AM
Jan-03-24 07:27AM
Dec-22-23 07:46AM
Dec-04-23 06:02AM
Nov-29-23 08:12AM
Nov-24-23 08:38AM
Nov-09-23 06:50AM
Oct-30-23 09:14AM
Oct-27-23 10:26AM
12:32AM
(Thomson Reuters StreetEvents)
Oct-26-23 08:05AM
08:00AM
06:58AM
(Associated Press Finance)
06:50AM
Oct-25-23 07:50AM
Oct-19-23 08:04AM
Oct-12-23 06:50AM
Oct-03-23 09:48AM
Sep-27-23 07:21AM
Sep-21-23 01:24PM
06:39AM
Sep-11-23 06:43PM
Aug-29-23 07:49AM
Aug-24-23 12:20PM
Aug-12-23 08:06AM
Aug-03-23 07:15AM
Aug-01-23 07:58AM
Jul-31-23 08:02AM
Jul-28-23 04:15AM
(Thomson Reuters StreetEvents)
Jul-27-23 08:05AM
06:59AM
06:50AM
Jul-20-23 10:02AM
Jul-19-23 05:25PM
11:03AM
08:30AM
Jul-18-23 09:40AM
Jul-13-23 08:01AM
Jul-12-23 12:00PM
09:15AM
Jul-07-23 12:10PM
09:00AM
Jul-06-23 06:15PM
Jul-03-23 08:30AM
Jun-30-23 06:00PM
08:41AM
Jun-23-23 06:00PM
Jun-21-23 08:00PM
03:34PM
06:51AM
Jun-20-23 06:15PM
Jun-14-23 06:00PM
Jun-07-23 06:50AM
Jun-05-23 06:00PM
01:21PM
08:27AM
May-29-23 07:59AM
May-23-23 08:21AM
May-20-23 08:05AM
May-15-23 01:07PM
May-04-23 08:51AM
06:09AM
May-01-23 06:50AM
Apr-28-23 12:28AM
(Thomson Reuters StreetEvents)
Apr-27-23 08:05AM
Reliance, Inc. engages in the provision of a metal distribution center. It offers alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products. The company was founded by Thomas J. Neilan on February 3, 1939, and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Durham Jeffrey Wayne Officer Aug 19 '24 Proposed Sale 27.88 7,000 195,131 Aug 19 05:26 PM Koch Stephen Paul Exec. VP, COO May 31 '24 Sale 295.38 20,421 6,031,905 7,552 Jun 03 04:21 PM HOFFMAN JAMES DONALD Director May 10 '24 Sale 294.36 5,000 1,471,797 34,042 May 13 06:20 PM HOFFMAN JAMES DONALD Director May 07 '24 Sale 292.77 5,000 1,463,827 39,042 May 07 04:49 PM HOFFMAN JAMES DONALD Director May 03 '24 Sale 290.04 5,000 1,450,193 44,042 May 07 04:49 PM HOFFMAN JAMES DONALD Director Apr 30 '24 Sale 289.81 5,000 1,449,067 49,042 May 02 07:50 PM Ajemyan Arthur SVP, CFO Mar 06 '24 Sale 322.95 3,000 968,850 15,577 Mar 06 05:36 PM HOFFMAN JAMES DONALD Director Feb 27 '24 Sale 322.95 40,000 12,917,867 54,042 Feb 28 06:56 PM Lewis Karla R President, CEO Feb 20 '24 Sale 318.97 42,346 13,507,138 84,534 Feb 21 07:24 PM Lewis Karla R President, CEO Feb 16 '24 Sale 322.96 650 209,924 83,884 Feb 21 07:24 PM Hynes Michael R Sr. VP, Operations Dec 04 '23 Sale 278.86 1,057 294,751 5,956 Dec 05 05:22 PM Lewis Karla R President, CEO Dec 04 '23 Sale 278.87 5,374 1,498,642 83,884 Dec 05 05:20 PM HOFFMAN JAMES DONALD Director Dec 04 '23 Sale 278.86 10,183 2,839,630 9,497 Dec 05 05:19 PM HOFFMAN JAMES DONALD Director Nov 30 '23 Sale 272.49 10,000 2,724,929 94,042 Dec 01 04:42 PM
Index S&P 500 P/E 27.84 EPS (ttm) 12.50 Insider Own 3.50% Shs Outstand 217.24M Perf Week 1.33%
Market Cap 75.61B Forward P/E 20.05 EPS next Y 17.36 Insider Trans 0.03% Shs Float 209.64M Perf Month 6.76%
Income 2.55B PEG 2.40 EPS next Q 2.49 Inst Own 88.61% Short Float 1.99% Perf Quarter 21.81%
Sales 14.22B P/S 5.32 EPS this Y 8.19% Inst Trans -1.43% Short Ratio 3.20 Perf Half Y 9.90%
Book/sh 26.98 P/B 12.90 EPS next Y 13.46% ROA 5.83% Short Interest 4.18M Perf Year 4.94%
Cash/sh 5.32 P/C 65.40 EPS next 5Y 11.60% ROE 86.04% 52W Range 268.06 - 349.87 Perf YTD 19.59%
Dividend Est. 2.59 (0.74%) P/FCF 25.91 EPS past 5Y 24.04% ROI 10.55% 52W High -0.53% Beta 0.91
Dividend TTM 2.58 (0.74%) Quick Ratio - Sales past 5Y 4.62% Gross Margin 91.65% 52W Low 29.83% ATR (14) 4.84
Dividend Ex-Date Aug 01, 2024 Current Ratio - EPS Y/Y TTM -2.73% Oper. Margin 28.41% RSI (14) 77.13 Volatility 1.33% 1.26%
Employees 50000 Debt/Eq 3.16 Sales Y/Y TTM 10.28% Profit Margin 17.92% Recom 2.83 Target Price 346.56
Option/Short Yes / Yes LT Debt/Eq 3.12 EPS Q/Q -9.50% Payout 19.23% Rel Volume 0.73 Prev Close 348.80
Sales Surprise 0.62% EPS Surprise -5.07% Sales Q/Q 17.22% Earnings Jul 26 BMO Avg Volume 1.30M Price 348.03
SMA20 3.25% SMA50 9.47% SMA200 12.75% Trades
Volume 948,177 Change -0.22%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Barclays
Overweight
$394
Jul-30-24 Upgrade Keefe Bruyette
Underperform → Outperform
$313 → $380
May-22-24 Resumed Citigroup
Neutral
$309
May-22-24 Downgrade BofA Securities
Neutral → Underperform
$345 → $306
Jan-10-24 Initiated TD Cowen
Outperform
$390
Jan-08-24 Upgrade JP Morgan
Neutral → Overweight
$351 → $321
Dec-15-23 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$328
Oct-30-23 Downgrade Wells Fargo
Equal Weight → Underweight
$317 → $304
Oct-05-23 Initiated Deutsche Bank
Hold
$361
Jun-20-23 Initiated Morgan Stanley
Equal-Weight
$340
Jan-20-23 Initiated BMO Capital Markets
Market Perform
$310
Jan-13-23 Initiated Credit Suisse
Outperform
$363
Jan-10-23 Upgrade Evercore ISI
Underperform → In-line
$330
Dec-15-22 Initiated Citigroup
Neutral
$339
Dec-05-22 Reiterated MKM Partners
Buy
$335 → $360
Oct-31-22 Downgrade Raymond James
Mkt Perform → Underperform
Sep-19-22 Resumed BofA Securities
Neutral
$294
Jul-12-22 Initiated Goldman
Neutral
$301
Jun-03-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$320 → $250
Jan-06-22 Downgrade Evercore ISI
In-line → Underperform
$288 → $292
Show Previous Ratings
Sep-04-24 11:15AM
Aug-30-24 01:48AM
Aug-29-24 09:00AM
Aug-27-24 06:50PM
Aug-22-24 08:24AM
03:55PM
Loading…
Aug-20-24 03:55PM
Aug-19-24 09:00AM
07:46AM
Aug-15-24 09:00AM
Aug-14-24 07:01PM
Aug-13-24 04:29AM
Aug-09-24 08:30AM
Aug-02-24 10:00AM
Jul-29-24 03:54PM
Jul-28-24 04:09AM
03:26AM
Loading…
Jul-27-24 03:26AM
(Thomson Reuters StreetEvents)
Jul-26-24 12:30PM
10:36AM
06:07AM
(Associated Press Finance)
06:01AM
Jul-25-24 06:03PM
Jul-18-24 11:43AM
Jul-17-24 10:00AM
Jul-15-24 04:30PM
Jul-12-24 04:30PM
Jul-11-24 09:00AM
Jul-09-24 05:02PM
Jul-02-24 01:30PM
Jun-12-24 07:33AM
03:30AM
09:05AM
Loading…
Jun-10-24 09:05AM
Jun-08-24 10:08PM
Jun-07-24 10:16PM
Jun-04-24 01:41PM
(The Wall Street Journal)
08:00AM
May-23-24 08:45AM
May-15-24 08:18AM
May-14-24 07:09AM
May-09-24 12:00PM
May-08-24 01:46PM
May-02-24 09:30AM
May-01-24 12:28PM
09:00AM
Apr-29-24 05:54PM
03:23PM
Apr-26-24 10:36PM
(Thomson Reuters StreetEvents) -6.85%
12:17PM
11:45AM
10:53AM
09:30AM
07:31AM
07:10AM
06:12AM
(Associated Press Finance)
06:01AM
Apr-25-24 04:10PM
04:01PM
Apr-23-24 09:15AM
Apr-22-24 05:00AM
Apr-19-24 10:00AM
Apr-15-24 07:15PM
Apr-12-24 04:30PM
04:30PM
Apr-03-24 10:08AM
(The Wall Street Journal)
09:00AM
Apr-02-24 04:15PM
Apr-01-24 01:35PM
Mar-28-24 10:33AM
Mar-26-24 03:17PM
Mar-21-24 08:04PM
08:02PM
Mar-19-24 03:00AM
Mar-17-24 05:47PM
Mar-15-24 08:57AM
08:18AM
Mar-12-24 09:00AM
Mar-11-24 04:38PM
Mar-08-24 04:04PM
Mar-07-24 09:00AM
Mar-06-24 07:37AM
06:26AM
Feb-28-24 08:35AM
Feb-26-24 10:20PM
03:49AM
Feb-21-24 05:32PM
08:00AM
Feb-17-24 12:14AM
Feb-12-24 01:49PM
Feb-03-24 08:48AM
01:40AM
(Thomson Reuters StreetEvents)
Feb-02-24 10:47AM
09:30AM
06:36AM
06:20AM
(Associated Press Finance)
06:03AM
Jan-31-24 01:00PM
Jan-30-24 09:15AM
Jan-26-24 10:00AM
Jan-25-24 04:50PM
(The Wall Street Journal)
04:33PM
Jan-24-24 03:04PM
Aon Plc engages in the provision of risk, health, and wealth solutions. It focuses on risk capital including claim management, reinsurance, risk analysis, management, retention, and transfer; and human capital involving analytics, health and benefits, investments, pensions and retirement, talent and rewards, and workplace wellbeing. The company was founded in 1982 and is headquartered in Dublin, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Spruell Byron Director Aug 28 '24 Buy 340.08 725 246,558 5,303 Aug 29 04:04 PM Stevens Lisa Chief Administrative Officer Aug 12 '24 Sale 328.95 400 131,580 9,352 Aug 14 04:26 PM Zeidel Darren General Counsel Aug 12 '24 Sale 329.14 950 312,688 23,484 Aug 14 04:23 PM Zeidel Darren Officer Aug 12 '24 Proposed Sale 329.14 950 312,688 Aug 12 02:31 PM Stevens Lisa Officer Aug 12 '24 Proposed Sale 328.95 400 131,580 Aug 12 01:30 PM Zeidel Darren General Counsel Jul 26 '24 Sale 310.00 6,597 2,045,070 24,434 Jul 30 04:12 PM Weitz Andy Officer Jul 30 '24 Proposed Sale 325.70 8,454 2,753,469 Jul 30 12:04 PM Zeidel Darren Officer Jul 26 '24 Proposed Sale 310.00 6,597 2,045,070 Jul 26 11:15 AM KNIGHT LESTER B Director May 03 '24 Buy 276.61 10,000 2,766,116 139,000 May 07 04:39 PM Stevens Lisa Chief People Officer Mar 06 '24 Sale 316.31 315 99,690 9,723 Mar 08 05:04 PM Andersen Eric President Mar 01 '24 Sale 313.74 5,500 1,725,568 164,618 Mar 05 05:04 PM Stevens Lisa Chief People Officer Feb 23 '24 Sale 315.26 13,000 4,098,380 10,073 Feb 26 04:22 PM Davies Christa Chief Financial Officer Feb 16 '24 Sale 313.29 40,164 12,583,167 159,570 Feb 20 06:40 PM Neller Michael Principal Accounting Officer Feb 15 '24 Sale 312.00 750 234,000 3,869 Feb 20 06:31 PM Davies Christa Chief Financial Officer Feb 12 '24 Sale 311.40 20,618 6,420,418 159,570 Feb 13 06:38 PM KNIGHT LESTER B Director Feb 07 '24 Buy 301.97 50,000 15,098,480 134,000 Feb 09 06:28 PM
Index RUT P/E - EPS (ttm) -1.93 Insider Own 39.03% Shs Outstand 41.29M Perf Week -3.51%
Market Cap 1.01B Forward P/E - EPS next Y -2.51 Insider Trans -12.13% Shs Float 28.80M Perf Month -1.06%
Income -82.83M PEG - EPS next Q -0.51 Inst Own 70.09% Short Float 18.47% Perf Quarter 6.14%
Sales 0.00M P/S - EPS this Y 3.07% Inst Trans -9.15% Short Ratio 20.90 Perf Half Y 39.22%
Book/sh 6.46 P/B 3.32 EPS next Y -28.83% ROA -26.91% Short Interest 5.32M Perf Year 37.61%
Cash/sh 6.61 P/C 3.24 EPS next 5Y - ROE -28.37% 52W Range 9.80 - 27.67 Perf YTD 54.91%
Dividend Est. - P/FCF - EPS past 5Y 5.16% ROI -27.16% 52W High -22.52% Beta 1.08
Dividend TTM - Quick Ratio 14.39 Sales past 5Y 0.00% Gross Margin - 52W Low 118.78% ATR (14) 1.20
Dividend Ex-Date - Current Ratio 14.39 EPS Y/Y TTM -164.59% Oper. Margin 0.00% RSI (14) 41.14 Volatility 4.65% 5.37%
Employees 46 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.20 Target Price 35.25
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -1.67% Payout - Rel Volume 0.58 Prev Close 21.91
Sales Surprise - EPS Surprise 25.45% Sales Q/Q - Earnings Aug 13 AMC Avg Volume 254.51K Price 21.44
SMA20 -4.37% SMA50 -7.36% SMA200 15.93% Trades
Volume 148,117 Change -2.15%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-11-24 Initiated Robert W. Baird
Outperform
$32
Apr-09-24 Initiated Mizuho
Buy
$34
Mar-29-23 Initiated Jefferies
Buy
$27
Sep-04-24 09:55AM
Aug-16-24 09:55AM
Aug-13-24 04:05PM
May-29-24 04:05PM
(GlobeNewswire) -8.14%
+5.67%
May-20-24 05:06PM
10:54PM
Loading…
May-14-24 10:54PM
05:01PM
04:05PM
Apr-19-24 03:03PM
Apr-11-24 03:44PM
07:55AM
Apr-09-24 04:05PM
Mar-28-24 04:05PM
(GlobeNewswire) -5.58%
+7.45%
Mar-23-24 01:51AM
Mar-19-24 08:30AM
09:53PM
Loading…
Mar-14-24 09:53PM
04:05PM
Feb-27-24 04:05PM
Jan-03-24 09:01AM
Nov-09-23 04:05PM
Aug-17-23 06:40AM
Aug-10-23 04:05PM
May-31-23 04:55PM
May-11-23 04:05PM
Mar-24-23 06:30AM
Enliven Therapeutics, Inc. operates as a clinical stage precision oncology company. It is focused on the discovery and development of next-generation small molecule kinase inhibitors and advancing Enliven's pipeline of precision oncology product candidates. The company was founded by Sam S. Kintz, Joe P. Lyssikatos, and Anish Patel in June 2019 and is headquartered in Boulder, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Aug 29 '24 Sale 22.49 12,000 269,841 1,077,936 Sep 03 05:43 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Aug 27 '24 Option Exercise 2.48 4,250 10,540 4,250 Aug 29 06:36 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Aug 27 '24 Sale 22.54 4,250 95,782 0 Aug 29 06:36 PM Kintz Samuel PRESIDENT AND CEO Aug 26 '24 Sale 22.89 12,000 274,718 1,049,255 Aug 28 07:48 PM Heyman Richard A. Director Aug 15 '24 Sale 23.25 1,270 29,526 130,373 Aug 19 07:49 PM Kintz Samuel Member of immediate family of Aug 19 '24 Proposed Sale 23.71 30,000 711,300 Aug 19 04:32 PM Kintz Samuel Member of immediate family of Aug 19 '24 Proposed Sale 23.71 30,000 711,300 Aug 19 04:32 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Jul 31 '24 Sale 27.56 3,099 85,399 1,089,936 Aug 02 07:26 PM Kintz Samuel PRESIDENT AND CEO Jul 31 '24 Sale 27.56 2,270 62,555 1,061,255 Aug 02 07:25 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 31 '24 Option Exercise 2.48 991 2,458 991 Aug 02 07:23 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 31 '24 Sale 27.53 991 27,281 0 Aug 02 07:23 PM Heyman Richard A. Director Jul 31 '24 Sale 27.51 1,702 46,815 131,643 Aug 02 07:22 PM Heyman Richard A. Director Jul 31 '24 Sale 27.50 649 17,848 27,918 Aug 02 07:22 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Jul 29 '24 Sale 26.70 12,000 320,378 1,093,035 Jul 31 07:33 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 29 '24 Option Exercise 2.48 5,250 13,020 5,250 Jul 31 07:31 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 29 '24 Sale 26.68 5,250 140,052 0 Jul 31 07:31 PM Heyman Richard A. Director Jul 31 '24 Proposed Sale 26.13 649 16,958 Jul 31 04:57 PM Heyman Richard A. Director Jul 31 '24 Proposed Sale 26.13 5,045 131,826 Jul 31 04:31 PM Hohl Benjamin Officer Jul 31 '24 Proposed Sale 26.13 11,000 287,430 Jul 31 04:30 PM Lyssikatos Joseph P Officer Jul 31 '24 Proposed Sale 26.13 65,000 1,698,450 Jul 31 04:23 PM Kintz Samuel Officer Jul 31 '24 Proposed Sale 26.13 47,709 1,246,636 Jul 31 04:22 PM Kintz Samuel PRESIDENT AND CEO Jul 25 '24 Sale 24.92 12,000 299,073 1,063,525 Jul 29 05:39 PM Hohl Benjamin Officer Jul 29 '24 Proposed Sale 27.31 5,250 143,378 Jul 29 04:15 PM Lyssikatos Joseph P Officer Jul 29 '24 Proposed Sale 27.31 12,000 327,720 Jul 29 04:06 PM Heyman Richard A. Director Jul 15 '24 Sale 24.80 1,270 31,497 133,345 Jul 17 07:25 PM Patel Anish CHIEF OPERATING OFFICER Jul 15 '24 Sale 25.05 30,978 776,039 345,574 Jul 16 05:37 PM Patel Anish CHIEF OPERATING OFFICER Jul 12 '24 Sale 25.07 17,475 438,095 376,552 Jul 16 05:37 PM Patel Anish CHIEF OPERATING OFFICER Jul 16 '24 Sale 25.01 1,547 38,692 344,027 Jul 16 05:37 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 12 '24 Option Exercise 2.48 3,000 7,440 3,000 Jul 16 05:34 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 12 '24 Sale 25.07 3,000 75,195 0 Jul 16 05:34 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Jul 01 '24 Sale 22.89 12,000 274,736 1,105,035 Jul 03 04:31 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jun 27 '24 Option Exercise 2.48 4,250 10,540 4,250 Jul 01 08:03 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jun 27 '24 Sale 22.57 4,250 95,922 0 Jul 01 08:03 PM Kintz Samuel PRESIDENT AND CEO Jun 25 '24 Sale 21.66 12,000 259,902 1,075,525 Jun 27 04:35 PM Heyman Richard A. Director Jun 17 '24 Sale 21.48 1,270 27,278 134,615 Jun 20 07:20 PM Patel Anish CHIEF OPERATING OFFICER Jun 06 '24 Option Exercise 2.48 1,133 2,810 1,133 Jun 10 06:46 PM Patel Anish CHIEF OPERATING OFFICER Jun 06 '24 Sale 20.06 1,133 22,722 0 Jun 10 06:46 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER May 29 '24 Option Exercise 1.12 12,000 13,440 12,000 May 31 04:05 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER May 29 '24 Sale 21.73 12,000 260,800 0 May 31 04:05 PM Kintz Samuel PRESIDENT AND CEO May 28 '24 Option Exercise 1.12 12,000 13,440 12,000 May 30 05:56 PM Kintz Samuel PRESIDENT AND CEO May 28 '24 Sale 23.18 12,000 278,210 0 May 30 05:56 PM Hohl Benjamin CHIEF FINANCIAL OFFICER May 28 '24 Option Exercise 2.48 4,250 10,540 4,250 May 30 05:54 PM Hohl Benjamin CHIEF FINANCIAL OFFICER May 28 '24 Sale 23.18 4,250 98,530 0 May 30 05:54 PM Heyman Richard A. Director May 16 '24 Sale 23.74 1,270 30,150 135,885 May 20 07:46 PM Gupta Rishi Director May 16 '24 Sale 22.14 1,033,300 22,877,262 254,814 May 20 05:03 PM ORBIMED ADVISORS LLC Director May 16 '24 Sale 22.14 1,033,300 22,877,262 254,814 May 20 05:00 PM Patel Anish CHIEF OPERATING OFFICER May 14 '24 Option Exercise 2.48 1,107 2,745 1,107 May 16 07:29 PM Patel Anish CHIEF OPERATING OFFICER May 14 '24 Sale 25.00 1,107 27,675 0 May 16 07:29 PM Patel Anish CHIEF OPERATING OFFICER May 09 '24 Option Exercise 2.48 260 645 260 May 13 07:35 PM Patel Anish CHIEF OPERATING OFFICER May 09 '24 Sale 25.06 260 6,515 0 May 13 07:35 PM Patel Anish CHIEF OPERATING OFFICER May 06 '24 Option Exercise 2.48 4,875 12,090 4,875 May 08 08:40 PM Patel Anish CHIEF OPERATING OFFICER May 06 '24 Sale 22.72 4,875 110,769 0 May 08 08:40 PM Hohl Benjamin CHIEF FINANCIAL OFFICER May 03 '24 Option Exercise 2.48 1,000 2,480 1,000 May 07 06:58 PM Hohl Benjamin CHIEF FINANCIAL OFFICER May 03 '24 Sale 22.50 1,000 22,500 0 May 07 06:58 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 29 '24 Option Exercise 1.12 12,000 13,440 12,000 May 01 07:04 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 29 '24 Sale 17.92 12,000 214,988 0 May 01 07:04 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 29 '24 Option Exercise 2.48 3,250 8,060 3,250 May 01 07:02 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 29 '24 Sale 16.97 3,250 55,165 0 May 01 07:02 PM Kintz Samuel PRESIDENT AND CEO Apr 25 '24 Option Exercise 1.12 12,000 13,440 12,000 Apr 29 06:50 PM Kintz Samuel PRESIDENT AND CEO Apr 25 '24 Sale 16.89 12,000 202,700 0 Apr 29 06:50 PM Patel Anish CHIEF OPERATING OFFICER Apr 11 '24 Option Exercise 2.48 14,903 36,959 17,500 Apr 15 07:06 PM Patel Anish CHIEF OPERATING OFFICER Apr 11 '24 Sale 25.03 17,500 438,098 0 Apr 15 07:06 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 11 '24 Option Exercise 1.12 30,000 33,600 30,000 Apr 15 07:06 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 11 '24 Sale 25.04 30,000 751,332 0 Apr 15 07:06 PM Kintz Samuel PRESIDENT AND CEO Apr 11 '24 Option Exercise 1.12 47,709 53,434 47,709 Apr 15 07:05 PM Kintz Samuel PRESIDENT AND CEO Apr 11 '24 Sale 25.04 47,709 1,194,700 0 Apr 15 07:05 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 11 '24 Option Exercise 2.48 14,000 34,720 14,000 Apr 15 07:04 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 11 '24 Sale 24.72 14,000 346,149 0 Apr 15 07:04 PM Heyman Richard A. Director Apr 11 '24 Sale 25.03 5,045 126,279 138 Apr 15 07:03 PM Heyman Richard A. Director Apr 15 '24 Sale 19.99 1,270 25,383 137,155 Apr 15 07:03 PM Heyman Richard A. Director Apr 11 '24 Sale 25.00 649 16,225 28,567 Apr 15 07:03 PM Collins Helen Louise CHIEF MEDICAL OFFICER Apr 11 '24 Option Exercise 2.48 20,000 49,600 20,000 Apr 15 07:02 PM Collins Helen Louise CHIEF MEDICAL OFFICER Apr 11 '24 Sale 25.07 20,000 501,478 0 Apr 15 07:02 PM Ballal Rahul D. Director Apr 11 '24 Option Exercise 13.21 53,400 705,266 75,741 Apr 12 06:23 PM Ballal Rahul D. Director Apr 10 '24 Option Exercise 12.60 13,600 171,360 35,941 Apr 12 06:23 PM Ballal Rahul D. Director Apr 11 '24 Sale 23.95 53,400 1,279,068 22,341 Apr 12 06:23 PM Ballal Rahul D. Director Apr 10 '24 Sale 21.01 13,600 285,744 22,341 Apr 12 06:23 PM Patel Anish CHIEF OPERATING OFFICER Apr 08 '24 Sale 18.60 4,875 90,687 2,597 Apr 10 08:35 PM Ballal Rahul D. Director Apr 04 '24 Option Exercise 12.60 3,485 43,911 25,826 Apr 08 08:40 PM Ballal Rahul D. Director Apr 04 '24 Sale 19.15 3,485 66,729 22,341 Apr 08 08:40 PM Ballal Rahul D. Director Apr 01 '24 Option Exercise 5.73 3,237 18,534 25,578 Apr 03 09:32 PM Ballal Rahul D. Director Apr 01 '24 Sale 19.08 3,237 61,758 22,341 Apr 03 09:32 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 01 '24 Option Exercise 1.12 12,000 13,440 12,000 Apr 03 09:30 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 01 '24 Sale 18.60 12,000 223,146 0 Apr 03 09:30 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Mar 27 '24 Option Exercise 2.48 3,250 8,060 3,250 Mar 29 05:59 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Mar 27 '24 Sale 18.25 3,250 59,302 0 Mar 29 05:59 PM Kintz Samuel PRESIDENT AND CEO Mar 25 '24 Option Exercise 1.12 12,000 13,440 12,000 Mar 27 05:03 PM Kintz Samuel PRESIDENT AND CEO Mar 25 '24 Sale 17.56 12,000 210,661 0 Mar 27 05:03 PM Ballal Rahul D. Director Mar 20 '24 Option Exercise 5.52 13,278 73,295 35,619 Mar 22 07:46 PM Ballal Rahul D. Director Mar 20 '24 Sale 19.16 13,278 254,462 22,341 Mar 22 07:46 PM Heyman Richard A. Director Mar 19 '24 Sale 14.50 1,270 18,419 143,470 Mar 21 06:41 PM Patel Anish CHIEF OPERATING OFFICER Mar 06 '24 Sale 15.64 4,875 76,239 7,472 Mar 08 07:52 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Feb 29 '24 Option Exercise 1.12 12,000 13,440 12,000 Mar 04 05:55 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Feb 29 '24 Sale 16.42 12,000 197,006 0 Mar 04 05:55 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Feb 27 '24 Option Exercise 2.48 3,250 8,060 3,250 Feb 29 05:27 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Feb 27 '24 Sale 16.97 3,250 55,163 0 Feb 29 05:27 PM Heyman Richard A. Director Feb 15 '24 Sale 17.42 1,270 22,117 144,740 Feb 20 07:41 PM 5AM Partners VI, LLC 10% Owner Feb 14 '24 Sale 14.90 825,000 12,292,500 635,341 Feb 16 04:15 PM Patel Anish CHIEF OPERATING OFFICER Feb 06 '24 Sale 15.11 4,875 73,658 12,347 Feb 08 08:47 PM 5AM Partners VI, LLC 10% Owner Jan 31 '24 Sale 15.00 500,000 7,500,000 771,983 Feb 02 04:29 PM
Index RUT P/E - EPS (ttm) -3.58 Insider Own 25.83% Shs Outstand 100.40M Perf Week -27.02%
Market Cap 3.32B Forward P/E - EPS next Y -3.11 Insider Trans -8.92% Shs Float 74.36M Perf Month -21.71%
Income -257.60M PEG - EPS next Q -0.70 Inst Own 84.32% Short Float 9.92% Perf Quarter 1.60%
Sales 0.00M P/S - EPS this Y 24.64% Inst Trans -2.76% Short Ratio 5.85 Perf Half Y 24.92%
Book/sh 7.74 P/B 4.27 EPS next Y -4.56% ROA -47.82% Short Interest 7.38M Perf Year 180.63%
Cash/sh 7.76 P/C 4.26 EPS next 5Y - ROE -52.46% 52W Range 6.40 - 47.45 Perf YTD 148.35%
Dividend Est. - P/FCF - EPS past 5Y -106.26% ROI -32.36% 52W High -30.39% Beta 1.16
Dividend TTM - Quick Ratio 26.63 Sales past 5Y 0.00% Gross Margin - 52W Low 416.09% ATR (14) 3.31
Dividend Ex-Date - Current Ratio 26.63 EPS Y/Y TTM -5.17% Oper. Margin 0.00% RSI (14) 31.00 Volatility 14.23% 6.68%
Employees 141 Debt/Eq 0.03 Sales Y/Y TTM - Profit Margin - Recom 1.00 Target Price 53.00
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q 35.12% Payout - Rel Volume 1.12 Prev Close 33.65
Sales Surprise - EPS Surprise 2.45% Sales Q/Q - Earnings Aug 12 AMC Avg Volume 1.26M Price 33.03
SMA20 -23.63% SMA50 -20.24% SMA200 19.82% Trades
Volume 1,418,788 Change -1.84%
Date
Action
Analyst
Rating Change
Price Target Change
May-21-24 Reiterated Chardan Capital Markets
Buy
$31 → $42
Apr-30-24 Initiated Morgan Stanley
Overweight
$40
Feb-20-24 Initiated H.C. Wainwright
Buy
$36
Feb-27-23 Upgrade Raymond James
Outperform → Strong Buy
$16 → $27
Feb-15-23 Initiated Oppenheimer
Outperform
$34
Jan-26-23 Initiated Guggenheim
Buy
$33
Jul-20-22 Initiated Chardan Capital Markets
Buy
$17
Jul-12-22 Initiated Raymond James
Outperform
$15
Oct-12-20 Initiated Stifel
Buy
$29
Oct-12-20 Initiated Piper Sandler
Overweight
$34
Oct-12-20 Initiated JP Morgan
Overweight
$27
Oct-12-20 Initiated Jefferies
Buy
$47
Show Previous Ratings
Sep-04-24 09:10AM
(Investor's Business Daily) +5.70%
08:15AM
Sep-03-24 12:37PM
06:31AM
06:30AM
07:30AM
Loading…
Aug-29-24 07:30AM
Aug-12-24 10:52PM
05:10PM
Jul-29-24 08:50AM
Jul-18-24 12:00PM
Jul-12-24 08:50AM
Jun-24-24 07:30AM
Jun-13-24 04:40PM
Jun-04-24 06:00AM
May-30-24 07:30AM
07:30AM
Loading…
May-28-24 07:30AM
May-21-24 08:39PM
12:27PM
07:17AM
May-20-24 05:53PM
04:27PM
04:07PM
(Investor's Business Daily)
04:01PM
11:22AM
09:40AM
09:12AM
08:02AM
07:47AM
07:36AM
06:30AM
08:00AM
Loading…
May-19-24 08:00AM
May-04-24 05:31AM
May-02-24 11:52PM
04:10PM
Apr-30-24 07:32AM
Mar-27-24 04:05PM
08:30AM
Mar-25-24 12:28PM
(Associated Press Finance) -7.72%
07:30AM
Mar-13-24 07:30AM
Mar-07-24 01:19PM
Mar-05-24 10:53AM
07:30AM
Mar-02-24 12:00AM
Feb-29-24 03:02AM
Feb-14-24 04:15PM
Feb-01-24 07:30AM
Jan-26-24 11:01PM
Jan-22-24 10:14PM
Jan-12-24 01:12PM
Jan-11-24 04:05PM
Jan-05-24 09:02AM
07:30AM
Jan-04-24 10:46PM
04:37PM
12:39PM
Jan-03-24 04:25PM
02:46PM
(The Wall Street Journal)
02:01PM
(The Wall Street Journal)
08:19AM
06:30AM
Jan-02-24 04:05PM
Nov-13-23 06:59PM
Nov-07-23 07:30AM
Oct-31-23 05:36AM
01:11AM
Oct-30-23 07:30AM
Sep-28-23 07:30AM
Sep-20-23 04:05PM
Sep-15-23 01:52PM
Sep-14-23 01:22PM
Sep-05-23 07:30AM
Aug-28-23 10:22AM
Aug-03-23 07:30AM
Jun-16-23 08:46AM
Jun-01-23 07:30AM
May-25-23 07:30AM
May-17-23 11:25AM
07:30AM
May-11-23 07:30AM
May-03-23 07:35AM
May-02-23 04:46PM
Mar-23-23 07:30AM
Mar-20-23 07:30AM
Mar-07-23 07:30AM
Mar-02-23 07:30AM
Mar-01-23 09:00AM
(Yahoo Finance Video) +5.82%
Feb-27-23 04:40PM
Feb-05-23 05:03AM
Jan-19-23 08:23AM
Jan-18-23 08:49AM
Jan-10-23 12:00PM
Jan-03-23 07:30AM
Dec-16-22 09:55AM
Dec-09-22 09:55AM
Dec-08-22 08:10AM
Nov-30-22 09:55AM
Nov-03-22 07:30AM
Nov-02-22 07:30AM
Oct-31-22 07:30AM
Dyne Therapeutics, Inc. engages in developing innovative life-transforming therapies for genetically driven muscle diseases. It develops a broad portfolio of therapeutics for muscle diseases, including lead programs in myotonic dystrophy type 1, Duchenne muscular dystrophy, and facioscapulohumeral muscular dystroph. The company was founded by Jason P. Rhodes and Romesh R. Subramanian on December 1, 2017 and is headquartered in Waltham, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Scalzo Richard William Officer Aug 19 '24 Proposed Sale 33.65 126,073 4,242,356 Sep 06 04:22 PM McNeill Jonathan Officer Sep 05 '24 Proposed Sale 33.61 166,767 5,605,442 Sep 05 04:34 PM Cox John CEO & President Sep 04 '24 Buy 33.04 32,000 1,057,216 8,000 Sep 04 05:42 PM Kersten Dirk Director Aug 30 '24 Sale 45.59 31,300 1,427,063 400,000 Sep 04 04:05 PM Kersten Dirk Director Aug 28 '24 Sale 44.83 77,853 3,490,029 487,708 Aug 30 04:05 PM Kersten Dirk Director Aug 29 '24 Sale 45.31 56,408 2,555,754 431,300 Aug 30 04:05 PM Kersten Dirk Director Aug 26 '24 Sale 45.30 89,497 4,054,408 630,964 Aug 28 04:05 PM Kersten Dirk Director Aug 27 '24 Sale 44.28 65,403 2,896,045 565,561 Aug 28 04:05 PM Kersten Dirk Director Aug 22 '24 Sale 45.82 95,321 4,368,083 805,549 Aug 26 04:05 PM Kersten Dirk Director Aug 23 '24 Sale 46.23 85,088 3,934,005 720,461 Aug 26 04:05 PM Kersten Dirk Director Aug 21 '24 Sale 46.78 135,763 6,350,605 900,870 Aug 22 04:05 PM Kersten Dirk Director Aug 20 '24 Sale 46.35 86,840 4,025,015 1,036,633 Aug 22 04:05 PM Forbion Capital Fund IV Cooper Affiliate Aug 21 '24 Proposed Sale 46.48 1,025,000 47,642,000 Aug 21 04:02 PM Scalzo Richard William SVP, Head of Finance & Admin. Aug 19 '24 Sale 45.12 2,752 124,174 111,022 Aug 20 04:28 PM McNeill Jonathan Chief Business Officer Aug 19 '24 Sale 45.12 2,705 122,054 132,106 Aug 20 04:27 PM Farwell Wildon Chief Medical Officer Aug 19 '24 Sale 45.12 2,321 104,727 143,222 Aug 20 04:27 PM HIGH SUSANNA GATTI Chief Operating Officer Aug 19 '24 Sale 45.12 2,910 131,304 145,882 Aug 20 04:26 PM Beskrovnaya Oxana Chief Scientific Officer Aug 19 '24 Sale 45.12 2,636 118,939 144,875 Aug 20 04:26 PM Kersten Dirk Director Aug 19 '24 Sale 45.82 126,032 5,774,365 1,123,473 Aug 20 04:05 PM Kersten Dirk Director Aug 16 '24 Sale 45.14 122,643 5,535,818 1,249,505 Aug 20 04:05 PM Farwell Wildon Officer Aug 19 '24 Proposed Sale 45.12 2,321 104,718 Aug 19 04:13 PM Scalzo Richard William Officer Aug 19 '24 Proposed Sale 45.12 2,752 124,163 Aug 19 04:12 PM Beskrovnaya Oxana Officer Jun 11 '24 Proposed Sale 45.12 2,636 118,930 Aug 19 04:11 PM McNeill Jonathan Officer Aug 19 '24 Proposed Sale 45.12 2,705 122,043 Aug 19 04:10 PM HIGH SUSANNA GATTI Officer Aug 19 '24 Proposed Sale 45.12 2,910 131,292 Aug 19 04:08 PM Kersten Dirk Director Aug 15 '24 Sale 45.37 180,891 8,206,150 1,372,148 Aug 16 04:05 PM Kersten Dirk Director Aug 14 '24 Sale 43.67 100,650 4,395,386 1,553,039 Aug 16 04:05 PM Kersten Dirk Director Aug 13 '24 Sale 42.78 133,985 5,731,742 1,653,689 Aug 14 04:15 PM Kersten Dirk Director Aug 12 '24 Sale 43.19 78,492 3,390,160 1,787,674 Aug 14 04:15 PM Kersten Dirk Director Aug 09 '24 Sale 42.96 92,164 3,959,145 6,232,959 Aug 12 04:05 PM Kersten Dirk Director Aug 08 '24 Sale 42.74 91,670 3,917,946 6,325,123 Aug 12 04:05 PM Forbion Capital Fund IV Cooper Affiliate Aug 08 '24 Proposed Sale 42.64 1,025,000 43,706,000 Aug 08 04:37 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 21 '24 Option Exercise 5.54 29,787 165,020 178,579 Jun 24 08:41 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 24 '24 Option Exercise 5.54 10,163 56,303 158,955 Jun 24 08:41 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 21 '24 Sale 35.01 29,787 1,042,843 148,792 Jun 24 08:41 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 24 '24 Sale 35.33 10,163 359,059 148,792 Jun 24 08:41 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 12 '24 Option Exercise 5.54 40,000 221,600 188,792 Jun 13 09:45 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 12 '24 Sale 33.36 40,000 1,334,201 148,792 Jun 13 09:45 PM Beskrovnaya Oxana Chief Scientific Officer Jun 11 '24 Sale 31.34 2,136 66,942 147,511 Jun 11 07:42 PM Farwell Wildon Chief Medical Officer Jun 11 '24 Sale 31.27 2,636 82,428 145,543 Jun 11 07:41 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 10 '24 Option Exercise 5.54 80,000 443,200 234,062 Jun 11 07:34 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 10 '24 Sale 30.24 80,000 2,419,200 154,062 Jun 11 07:34 PM HIGH SUSANNA GATTI Chief Operating Officer Jun 11 '24 Sale 31.23 5,270 164,582 148,792 Jun 11 07:34 PM McNeill Jonathan Chief Business Officer Jun 11 '24 Sale 31.34 1,823 57,133 134,811 Jun 11 07:34 PM Scalzo Richard William SVP, Head of Finance & Admin. Jun 10 '24 Sale 30.23 1,590 48,066 115,105 Jun 11 07:28 PM Scalzo Richard William SVP, Head of Finance & Admin. Jun 11 '24 Sale 31.34 1,331 41,714 113,774 Jun 11 07:28 PM Beskrovnaya Oxana Chief Scientific Officer May 20 '24 Option Exercise 1.03 30,426 31,339 180,073 May 22 09:01 PM Beskrovnaya Oxana Chief Scientific Officer May 20 '24 Sale 32.96 30,426 1,002,751 149,647 May 22 09:01 PM Beskrovnaya Oxana Chief Scientific Officer May 16 '24 Sale 28.27 2,705 76,469 149,647 May 17 09:07 PM Farwell Wildon Chief Medical Officer May 16 '24 Sale 28.27 2,381 67,310 148,179 May 17 09:06 PM HIGH SUSANNA GATTI Chief Operating Officer May 16 '24 Sale 28.27 2,738 77,402 154,062 May 17 09:05 PM Scalzo Richard William SVP, Head of Finance & Admin. May 16 '24 Sale 28.27 2,588 73,162 116,695 May 17 09:04 PM McNeill Jonathan Chief Business Officer May 16 '24 Sale 28.27 2,774 78,420 136,634 May 17 09:03 PM HIGH SUSANNA GATTI Chief Operating Officer Mar 08 '24 Sale 26.67 27,199 725,344 159,092 Mar 13 06:04 AM HIGH SUSANNA GATTI Chief Operating Officer Mar 11 '24 Sale 25.70 2,292 58,904 156,800 Mar 13 06:04 AM McNeill Jonathan Chief Business Officer Mar 08 '24 Option Exercise 5.54 90,000 498,600 231,184 Mar 13 06:04 AM McNeill Jonathan Chief Business Officer Mar 11 '24 Option Exercise 5.54 17,825 98,750 159,009 Mar 13 06:04 AM McNeill Jonathan Chief Business Officer Mar 08 '24 Sale 26.24 90,000 2,361,531 141,184 Mar 13 06:04 AM McNeill Jonathan Chief Business Officer Mar 11 '24 Sale 25.50 19,601 499,842 139,408 Mar 13 06:04 AM Farwell Wildon Chief Medical Officer Mar 11 '24 Sale 25.70 1,585 40,734 151,590 Mar 12 09:58 PM Farwell Wildon Chief Medical Officer Mar 12 '24 Sale 25.58 1,030 26,347 150,560 Mar 12 09:58 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 08 '24 Option Exercise 5.54 86,252 477,836 208,207 Mar 12 09:57 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 08 '24 Sale 26.22 86,252 2,261,465 121,955 Mar 12 09:57 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 11 '24 Sale 25.28 2,672 67,542 119,283 Mar 12 09:57 PM Brumm Joshua T CEO & President Mar 08 '24 Option Exercise 5.54 363,343 2,012,920 917,728 Mar 12 09:56 PM Brumm Joshua T CEO & President Mar 11 '24 Option Exercise 5.54 50,000 277,000 604,385 Mar 12 09:56 PM Brumm Joshua T CEO & President Mar 08 '24 Sale 25.93 363,343 9,421,634 554,385 Mar 12 09:56 PM Brumm Joshua T CEO & President Mar 11 '24 Sale 25.67 66,387 1,704,142 537,998 Mar 12 09:56 PM Beskrovnaya Oxana Chief Scientific Officer Mar 11 '24 Sale 25.70 2,081 53,482 152,352 Mar 12 09:42 PM Brumm Joshua T CEO & President Mar 07 '24 Sale 25.85 9,086 234,873 554,385 Mar 11 09:57 PM Beskrovnaya Oxana Chief Scientific Officer Mar 07 '24 Sale 25.85 2,373 61,342 154,433 Mar 11 09:56 PM HIGH SUSANNA GATTI Chief Operating Officer Mar 07 '24 Sale 25.85 1,591 41,127 186,291 Mar 11 09:56 PM Farwell Wildon Chief Medical Officer Mar 07 '24 Sale 25.86 9,921 256,585 153,175 Mar 11 09:52 PM McNeill Jonathan Chief Business Officer Mar 07 '24 Sale 25.85 2,434 62,919 141,184 Mar 11 09:50 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 07 '24 Sale 25.85 2,273 58,757 121,955 Mar 11 09:45 PM Rhodes Jason P Director Mar 01 '24 Sale 30.05 46,534 1,398,347 847,388 Mar 05 05:08 PM Atlas Venture Opportunity Fund 10% Owner Mar 01 '24 Sale 30.05 29,435 884,522 1,458,691 Mar 05 05:07 PM Atlas Venture Opportunity Fund 10% Owner Mar 01 '24 Sale 30.05 17,099 513,825 847,388 Mar 05 05:07 PM Brumm Joshua T CEO & President Mar 01 '24 Option Exercise 5.54 94,480 523,419 657,951 Mar 01 09:38 PM Brumm Joshua T CEO & President Feb 29 '24 Option Exercise 5.54 5,520 30,581 568,991 Mar 01 09:38 PM Brumm Joshua T CEO & President Mar 01 '24 Sale 29.04 94,480 2,743,718 563,471 Mar 01 09:38 PM Brumm Joshua T CEO & President Feb 29 '24 Sale 27.50 5,520 151,800 563,471 Mar 01 09:38 PM McNeill Jonathan Chief Business Officer Mar 01 '24 Option Exercise 0.73 24,260 17,710 167,878 Mar 01 09:37 PM McNeill Jonathan Chief Business Officer Feb 29 '24 Option Exercise 0.73 4,268 3,116 147,886 Mar 01 09:37 PM McNeill Jonathan Chief Business Officer Mar 01 '24 Sale 28.63 24,260 694,495 143,618 Mar 01 09:37 PM McNeill Jonathan Chief Business Officer Feb 29 '24 Sale 27.50 4,268 117,370 143,618 Mar 01 09:37 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 01 '24 Option Exercise 1.03 9,311 9,590 133,539 Mar 01 09:37 PM Scalzo Richard William SVP, Head of Finance & Admin. Feb 29 '24 Option Exercise 1.03 3,429 3,532 127,657 Mar 01 09:37 PM Scalzo Richard William SVP, Head of Finance & Admin. Mar 01 '24 Sale 28.25 9,311 262,999 124,228 Mar 01 09:37 PM Scalzo Richard William SVP, Head of Finance & Admin. Feb 29 '24 Sale 27.50 3,429 94,298 124,228 Mar 01 09:37 PM Rhodes Jason P Director Feb 27 '24 Sale 24.41 368,699 8,998,426 877,806 Feb 28 07:15 PM Rhodes Jason P Director Feb 26 '24 Sale 23.72 248,219 5,886,673 903,527 Feb 28 07:15 PM Rhodes Jason P Director Feb 28 '24 Sale 24.84 190,920 4,741,804 864,487 Feb 28 07:15 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 27 '24 Sale 24.41 298,702 7,290,088 5,852,765 Feb 28 07:13 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 26 '24 Sale 23.72 201,095 4,769,096 6,151,467 Feb 28 07:13 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 28 '24 Sale 24.84 154,674 3,841,576 5,698,091 Feb 28 07:13 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 27 '24 Sale 24.41 69,997 1,708,338 877,806 Feb 28 07:13 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 26 '24 Sale 23.72 47,124 1,117,577 903,527 Feb 28 07:13 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 28 '24 Sale 24.84 36,246 900,228 864,487 Feb 28 07:13 PM Rhodes Jason P Director Feb 23 '24 Sale 22.70 196,928 4,470,266 920,843 Feb 23 06:59 PM
Index - P/E 96.95 EPS (ttm) 0.99 Insider Own 18.33% Shs Outstand 70.99M Perf Week -12.49%
Market Cap 6.91B Forward P/E 28.81 EPS next Y 3.32 Insider Trans -13.66% Shs Float 58.98M Perf Month -0.27%
Income 71.89M PEG 6.46 EPS next Q 0.73 Inst Own 85.39% Short Float 5.92% Perf Quarter -7.00%
Sales 679.24M P/S 10.17 EPS this Y -5.09% Inst Trans 4.80% Short Ratio 5.05 Perf Half Y -2.88%
Book/sh 14.97 P/B 6.39 EPS next Y 29.60% ROA 4.29% Short Interest 3.49M Perf Year 16.50%
Cash/sh 7.22 P/C 13.24 EPS next 5Y 15.00% ROE 7.20% 52W Range 68.58 - 118.76 Perf YTD 2.93%
Dividend Est. - P/FCF 54.13 EPS past 5Y - ROI 4.58% 52W High -19.45% Beta 1.71
Dividend TTM - Quick Ratio 6.33 Sales past 5Y 3.09% Gross Margin 52.10% 52W Low 39.50% ATR (14) 4.25
Dividend Ex-Date - Current Ratio 8.18 EPS Y/Y TTM -77.02% Oper. Margin 9.13% RSI (14) 37.62 Volatility 4.62% 3.23%
Employees 1500 Debt/Eq 0.45 Sales Y/Y TTM 0.45% Profit Margin 10.58% Recom 1.81 Target Price 117.71
Option/Short Yes / Yes LT Debt/Eq 0.45 EPS Q/Q 61.87% Payout 0.00% Rel Volume 0.79 Prev Close 99.06
Sales Surprise 0.03% EPS Surprise -0.11% Sales Q/Q 28.25% Earnings Aug 01 BMO Avg Volume 690.56K Price 95.67
SMA20 -8.09% SMA50 -9.38% SMA200 -0.99% Trades
Volume 543,749 Change -3.42%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Initiated Evercore ISI
Outperform
$120
Jan-04-24 Downgrade Piper Sandler
Overweight → Neutral
$85
Dec-15-23 Upgrade BofA Securities
Neutral → Buy
$90 → $105
Sep-06-23 Upgrade Craig Hallum
Hold → Buy
$85 → $110
Aug-28-23 Upgrade The Benchmark Company
Hold → Buy
$92
Jul-18-23 Downgrade BofA Securities
Buy → Neutral
$72
May-05-23 Reiterated TD Cowen
Outperform
$75 → $65
Feb-28-23 Initiated Exane BNP Paribas
Neutral
$65
Feb-03-23 Downgrade Northland Capital
Outperform → Market Perform
$65
Jan-11-23 Downgrade Craig Hallum
Buy → Hold
$73 → $65
Nov-07-22 Downgrade The Benchmark Company
Buy → Hold
Apr-29-22 Upgrade Jefferies
Hold → Buy
$64
Jan-10-22 Reiterated BofA Securities
Buy
$83 → $90
Jul-30-21 Resumed The Benchmark Company
Buy
$73
Jun-18-21 Reiterated Cowen
Outperform
$70 → $75
Mar-26-21 Upgrade JP Morgan
Underweight → Neutral
$52 → $62
Jan-28-21 Upgrade Barclays
Equal Weight → Overweight
Jan-11-21 Upgrade BofA Securities
Underperform → Buy
Nov-06-20 Reiterated Cowen
Outperform
$45 → $47
Oct-12-20 Initiated Cowen
Outperform
$45
Show Previous Ratings
Aug-29-24 02:38PM
(Investor's Business Daily)
Aug-22-24 04:04AM
Aug-21-24 07:01PM
Aug-12-24 03:50AM
Aug-02-24 01:43PM
08:42AM
Loading…
Aug-01-24 08:42AM
07:30AM
Jul-31-24 03:09AM
Jul-19-24 03:56AM
Jul-18-24 09:00AM
Jul-17-24 02:57AM
Jul-16-24 04:05PM
Jul-02-24 02:16PM
Jun-13-24 04:02PM
May-20-24 07:00PM
04:31PM
Loading…
04:31PM
May-17-24 04:46PM
May-13-24 04:54PM
09:46AM
May-10-24 05:42PM
May-09-24 07:01PM
07:00PM
05:43PM
May-08-24 03:06AM
May-07-24 03:11AM
May-06-24 08:25AM
May-03-24 01:00PM
12:30PM
03:14AM
May-02-24 12:54PM
10:06AM
Loading…
10:06AM
08:53AM
07:47AM
07:30AM
May-01-24 03:02AM
Apr-19-24 04:33AM
Apr-18-24 04:05PM
Apr-11-24 04:50AM
Apr-10-24 04:46AM
Apr-09-24 05:00AM
Mar-25-24 01:52PM
09:45AM
08:30AM
Mar-21-24 04:05PM
Mar-19-24 08:30AM
Mar-14-24 08:30AM
Feb-17-24 02:09PM
Feb-07-24 02:02AM
02:01AM
Feb-02-24 12:08PM
10:00AM
12:55AM
(Thomson Reuters StreetEvents)
Feb-01-24 01:08PM
07:41AM
07:30AM
Jan-31-24 02:01AM
Jan-26-24 08:30AM
Jan-18-24 09:00AM
Jan-04-24 04:05PM
Jan-03-24 03:21PM
Dec-27-23 07:39AM
04:54AM
Dec-05-23 10:10AM
Dec-04-23 09:00AM
09:00AM
Dec-01-23 01:05PM
07:26AM
Nov-30-23 11:04AM
Nov-22-23 09:00AM
Nov-11-23 12:38PM
Nov-10-23 11:53AM
Nov-09-23 04:34PM
(Investor's Business Daily)
08:10AM
07:41AM
07:30AM
Nov-08-23 02:01AM
Oct-26-23 09:00AM
Oct-17-23 11:44AM
08:42AM
Oct-03-23 10:07AM
Oct-02-23 04:05PM
Sep-27-23 09:00AM
Sep-13-23 09:00AM
Sep-06-23 12:12PM
11:41AM
Aug-23-23 12:54PM
Aug-22-23 12:02PM
07:44AM
(American City Business Journals)
06:00AM
Aug-13-23 01:18PM
Aug-07-23 01:49PM
Aug-05-23 04:25AM
Aug-03-23 07:30AM
07:25AM
Aug-02-23 09:00AM
Jul-27-23 08:27AM
Jul-20-23 09:00AM
Jul-19-23 09:00AM
Jul-16-23 08:13AM
Jun-28-23 09:30AM
MACOM Technology Solutions Holdings, Inc. engages in designing, developing, manufacturing, and marketing semiconductors and modules. The firm is involved in the provision of products for telecommunications (Telecom), industrial and defense (I&D), and data center industries. The company was founded on March 25, 2009 and is headquartered in Lowell, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hwang Donghyun Thomas SVP, Global Sales Sep 03 '24 Sale 104.57 4,375 457,503 37,148 Sep 05 04:58 PM Daly Stephen G President and CEO Aug 30 '24 Sale 109.40 21,012 2,298,658 64,472 Sep 04 04:19 PM DONGHYUN THOMAS HWANG Officer Sep 03 '24 Proposed Sale 104.57 4,375 457,500 Sep 03 04:24 PM OCAMPO SUSAN Director Aug 29 '24 Sale 109.54 152,719 16,728,989 6,072,027 Aug 30 05:38 PM OCAMPO SUSAN Director Aug 28 '24 Sale 106.26 70,000 7,438,193 6,826,685 Aug 30 05:38 PM STEPHEN DALY Director Aug 30 '24 Proposed Sale 109.33 28,383 3,103,113 Aug 30 04:21 PM OCAMPO SUSAN Director Aug 21 '24 Sale 107.01 56,500 6,046,065 6,245,756 Aug 23 06:15 PM OCAMPO SUSAN Director Aug 23 '24 Sale 107.02 51,010 5,459,090 6,194,746 Aug 23 06:15 PM Dennehy Robert SVP, Operations Aug 21 '24 Sale 106.78 6,683 713,594 26,396 Aug 23 05:42 PM BLAND CHARLES R Director Aug 19 '24 Sale 105.12 2,500 262,809 23,939 Aug 21 04:33 PM ROBERT B DENNEHY Officer Aug 21 '24 Proposed Sale 105.58 13,598 1,435,677 Aug 21 04:25 PM OCAMPO SUSAN Director Aug 16 '24 Sale 106.17 154,905 16,446,264 6,395,984 Aug 20 07:16 PM OCAMPO SUSAN Director Aug 20 '24 Sale 106.32 93,728 9,965,161 6,302,256 Aug 20 07:16 PM OCAMPO SUSAN Director Aug 15 '24 Sale 106.48 305,395 32,519,062 6,550,889 Aug 19 07:17 PM Charles Bland Director Aug 19 '24 Proposed Sale 106.31 2,500 265,775 Aug 19 06:28 PM OCAMPO SUSAN Director Aug 13 '24 Sale 103.18 95,743 9,878,763 6,876,284 Aug 15 06:47 PM OCAMPO SUSAN Director Aug 14 '24 Sale 103.83 20,000 2,076,600 6,856,284 Aug 15 06:47 PM OCAMPO SUSAN Director Aug 05 '24 Proposed Sale 96.17 1,200,000 115,404,000 Aug 05 12:31 PM Hwang Donghyun Thomas SVP, Global Sales Jul 22 '24 Option Exercise 16.06 5,000 80,300 46,523 Jul 24 05:20 PM Hwang Donghyun Thomas SVP, Global Sales Jul 22 '24 Sale 106.25 5,000 531,241 41,523 Jul 24 05:20 PM OCAMPO SUSAN Director May 30 '24 Sale 103.02 16,490 1,698,800 6,972,027 Jun 03 04:40 PM OCAMPO SUSAN Director May 24 '24 Sale 102.76 102,722 10,555,206 7,004,913 May 29 04:59 PM OCAMPO SUSAN Director May 28 '24 Sale 105.01 16,396 1,721,744 6,988,517 May 29 04:59 PM OCAMPO SUSAN Director May 22 '24 Sale 102.53 131,187 13,450,603 7,161,709 May 24 04:31 PM OCAMPO SUSAN Director May 23 '24 Sale 103.54 54,074 5,598,822 7,107,635 May 24 04:31 PM OCAMPO SUSAN Director May 20 '24 Sale 102.88 161,140 16,578,561 7,328,664 May 22 04:39 PM OCAMPO SUSAN Director May 21 '24 Sale 102.52 35,768 3,666,935 7,292,896 May 22 04:39 PM BLAND CHARLES R Director May 16 '24 Sale 102.39 2,500 255,966 26,439 May 20 04:29 PM OCAMPO SUSAN Director May 15 '24 Sale 102.82 150,000 15,422,847 7,572,165 May 17 04:43 PM OCAMPO SUSAN Director May 16 '24 Sale 102.98 82,361 8,481,649 7,489,804 May 17 04:43 PM OCAMPO SUSAN Director May 14 '24 Sale 103.04 85,874 8,848,457 7,722,165 May 15 04:16 PM OCAMPO SUSAN Director May 13 '24 Sale 103.21 61,765 6,374,766 7,808,039 May 15 04:16 PM OCAMPO SUSAN Director May 10 '24 Sale 102.00 25,148 2,565,096 7,869,804 May 13 04:45 PM OCAMPO SUSAN Director May 09 '24 Sale 102.01 7,326 747,325 7,894,952 May 13 04:45 PM Hwang Donghyun Thomas SVP, Global Sales May 08 '24 Sale 102.65 7,000 718,564 41,325 May 10 05:37 PM OCAMPO SUSAN Director May 07 '24 Sale 103.02 75,000 7,726,500 7,912,681 May 09 05:35 PM OCAMPO SUSAN Director May 08 '24 Sale 103.53 10,403 1,077,023 7,902,278 May 09 05:35 PM Kober John Senior VP and CFO May 07 '24 Sale 102.98 13,666 1,407,374 47,006 May 09 05:02 PM RIBAR GEOFFREY G Director May 07 '24 Sale 103.84 3,500 363,440 20,687 May 09 04:46 PM Dennehy Robert SVP, Operations Mar 15 '24 Sale 88.88 2,370 210,646 32,827 Mar 19 05:19 PM Hwang Donghyun Thomas SVP, Global Sales Mar 11 '24 Sale 92.24 9,397 866,823 48,325 Mar 13 04:50 PM OCAMPO SUSAN Director Feb 29 '24 Sale 88.00 34,186 3,008,368 6,886,661 Feb 29 07:00 PM OCAMPO SUSAN Director Feb 27 '24 Sale 88.03 4,370 384,691 6,920,847 Feb 29 07:00 PM OCAMPO SUSAN Director Feb 22 '24 Sale 87.32 140,711 12,286,938 6,970,950 Feb 26 07:37 PM OCAMPO SUSAN Director Feb 26 '24 Sale 88.00 20,733 1,824,504 6,925,217 Feb 26 07:37 PM Struble Wayne Mack SVP, Advanced Semiconductor Feb 16 '24 Sale 86.12 1,019 87,756 15,649 Feb 21 05:14 PM BLAND CHARLES R Director Feb 15 '24 Sale 85.78 2,500 214,456 26,801 Feb 20 04:43 PM OCAMPO SUSAN Director Feb 14 '24 Sale 85.58 115,313 9,868,306 7,130,355 Feb 16 05:26 PM OCAMPO SUSAN Director Feb 15 '24 Sale 86.02 18,694 1,608,058 7,111,661 Feb 16 05:26 PM Dennehy Robert SVP, Operations Feb 12 '24 Sale 83.79 2,210 185,176 35,197 Feb 14 04:57 PM OCAMPO SUSAN Director Feb 12 '24 Sale 85.00 200,000 16,999,637 7,245,668 Feb 13 05:22 PM OCAMPO SUSAN Director Feb 09 '24 Sale 82.81 200,000 16,561,250 7,445,668 Feb 13 05:22 PM OCAMPO SUSAN Director Feb 08 '24 Sale 82.39 200,000 16,478,092 7,645,668 Feb 08 07:56 PM OCAMPO SUSAN Director Feb 07 '24 Sale 80.79 200,000 16,158,542 7,845,668 Feb 08 07:56 PM OCAMPO SUSAN Director Feb 06 '24 Sale 80.01 65,993 5,280,100 8,045,668 Feb 08 07:56 PM Kober John Senior VP and CFO Feb 06 '24 Sale 79.95 12,892 1,030,715 60,672 Feb 08 05:16 PM Hwang Donghyun Thomas SVP, Global Sales Jan 29 '24 Sale 87.77 6,234 547,138 57,722 Jan 31 05:09 PM Dennehy Robert SVP, Operations Jan 10 '24 Sale 82.36 2,500 205,903 37,407 Jan 12 04:44 PM Dennehy Robert SVP, Operations Dec 15 '23 Sale 94.01 1,858 174,671 39,907 Dec 19 05:10 PM Hwang Donghyun Thomas SVP, Global Sales Dec 12 '23 Sale 87.41 11,517 1,006,645 63,956 Dec 14 05:16 PM Dennehy Robert SVP, Operations Dec 07 '23 Sale 84.88 2,373 201,420 41,765 Dec 11 04:55 PM CARLSON DOUGLAS J SVP, Technology Nov 29 '23 Sale 84.29 12,132 1,022,575 4,893 Dec 01 05:43 PM Dennehy Robert SVP, Operations Nov 29 '23 Sale 84.49 478 40,386 44,138 Dec 01 05:17 PM Daly Stephen G President and CEO Nov 29 '23 Sale 84.07 50,000 4,203,374 90,053 Nov 30 04:46 PM Daly Stephen G President and CEO Nov 28 '23 Sale 82.82 50,000 4,141,085 140,053 Nov 30 04:46 PM Hwang Donghyun Thomas SVP, Global Sales Nov 28 '23 Option Exercise 16.06 5,000 80,300 100,558 Nov 30 04:41 PM Hwang Donghyun Thomas SVP, Global Sales Nov 28 '23 Sale 82.90 25,085 2,079,494 75,473 Nov 30 04:41 PM Kober John Senior VP and CFO Nov 27 '23 Sale 83.76 13,703 1,147,741 73,564 Nov 29 04:51 PM Roth Ambra R. SVP, GC and Secretary Nov 27 '23 Sale 83.61 8,563 715,965 8,060 Nov 29 04:36 PM OCAMPO JOHN L Director Nov 20 '23 Sale 84.32 25,102 2,116,601 8,493,040 Nov 22 04:49 PM OCAMPO JOHN L Director Nov 14 '23 Sale 81.92 205,480 16,833,127 0 Nov 16 08:17 PM OCAMPO JOHN L Director Nov 15 '23 Sale 82.13 12,000 985,530 8,518,142 Nov 16 08:17 PM
Index - P/E 26.51 EPS (ttm) 5.56 Insider Own 23.05% Shs Outstand 195.19M Perf Week -21.74%
Market Cap 36.61B Forward P/E 30.69 EPS next Y 4.80 Insider Trans -2.46% Shs Float 191.21M Perf Month -17.64%
Income 1.48B PEG - EPS next Q 0.60 Inst Own 42.32% Short Float 4.77% Perf Quarter -42.68%
Sales 5.38B P/S 6.81 EPS this Y 1472.14% Inst Trans -0.30% Short Ratio 1.17 Perf Half Y -39.27%
Book/sh 33.71 P/B 4.37 EPS next Y -17.45% ROA 0.70% Short Interest 9.12M Perf Year 88.81%
Cash/sh 33.47 P/C 4.40 EPS next 5Y - ROE 20.99% 52W Range 69.63 - 283.48 Perf YTD -15.28%
Dividend Est. - P/FCF 19.39 EPS past 5Y - ROI 11.77% 52W High -48.02% Beta 3.37
Dividend TTM - Quick Ratio - Sales past 5Y 147.77% Gross Margin 85.74% 52W Low 111.62% ATR (14) 12.68
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 208.40% Oper. Margin 23.06% RSI (14) 26.93 Volatility 7.39% 5.76%
Employees 3416 Debt/Eq 0.53 Sales Y/Y TTM 99.26% Profit Margin 27.56% Recom 2.32 Target Price 250.18
Option/Short Yes / Yes LT Debt/Eq 0.51 EPS Q/Q 132.55% Payout 0.00% Rel Volume 1.39 Prev Close 159.70
Sales Surprise 3.66% EPS Surprise -85.24% Sales Q/Q 101.30% Earnings Aug 01 AMC Avg Volume 7.81M Price 147.35
SMA20 -23.47% SMA50 -30.84% SMA200 -25.58% Trades
Volume 10,815,117 Change -7.73%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-06-24 Upgrade Barclays
Underweight → Equal Weight
$206 → $169
Jul-23-24 Upgrade Citigroup
Neutral → Buy
$260 → $345
May-17-24 Upgrade BofA Securities
Underperform → Neutral
$110 → $217
Apr-10-24 Reiterated BofA Securities
Underperform
$92 → $110
Apr-08-24 Reiterated Barclays
Underweight
$146 → $179
Apr-04-24 Reiterated Oppenheimer
Outperform
$200 → $276
Apr-03-24 Reiterated Keefe Bruyette
Mkt Perform
$160 → $230
Mar-12-24 Upgrade Raymond James
Underperform → Mkt Perform
Mar-08-24 Upgrade Goldman
Sell → Neutral
$282
Feb-16-24 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$160
Feb-15-24 Upgrade JP Morgan
Underweight → Neutral
$80
Jan-23-24 Downgrade JP Morgan
Neutral → Underweight
$80
Dec-22-23 Reiterated JMP Securities
Mkt Outperform
$107 → $200
Aug-01-23 Reiterated Canaccord Genuity
Buy
$70 → $140
Jul-19-23 Reiterated Compass Point
Buy
$100 → $145
Jul-14-23 Reiterated Needham
Buy
$70 → $120
Jul-13-23 Downgrade Barclays
Equal Weight → Underweight
$61 → $70
Jul-12-23 Downgrade Atlantic Equities
Overweight → Neutral
$70 → $80
Jul-05-23 Downgrade Piper Sandler
Overweight → Neutral
$65 → $60
May-30-23 Upgrade Atlantic Equities
Neutral → Overweight
$70
Show Previous Ratings
Today 06:33AM
06:18AM
Sep-06-24 06:39PM
(Morningstar Research) -7.73%
03:47PM
(Investor's Business Daily)
01:53PM
12:12PM
Loading…
12:12PM
10:26AM
09:38AM
07:39AM
Sep-05-24 05:07PM
02:09PM
Sep-04-24 10:35PM
06:01PM
03:26PM
05:18AM
04:05PM
Loading…
Sep-03-24 04:05PM
01:08PM
09:01AM
08:19AM
Sep-02-24 01:20PM
12:44PM
12:40PM
11:08AM
02:25AM
Sep-01-24 06:12AM
Aug-31-24 11:41PM
Aug-30-24 07:52AM
03:46AM
Aug-29-24 12:00PM
Aug-28-24 04:52PM
03:51PM
Loading…
03:51PM
Aug-27-24 09:00AM
05:00AM
Aug-26-24 07:03PM
02:46PM
Aug-23-24 05:43PM
Aug-21-24 12:00PM
12:00PM
Aug-20-24 02:55PM
11:29AM
09:35AM
09:03AM
01:12AM
Aug-19-24 07:33AM
05:16AM
04:20AM
12:45AM
12:31AM
Aug-16-24 09:00AM
Aug-15-24 06:18AM
04:00AM
03:10AM
02:49AM
Aug-14-24 04:00PM
(Investor's Business Daily)
02:11PM
02:11PM
11:59AM
(Investor's Business Daily)
11:02AM
07:50AM
04:47AM
Aug-13-24 03:57PM
03:17PM
09:00AM
Aug-12-24 12:30AM
Aug-10-24 06:39AM
Aug-09-24 12:57AM
Aug-08-24 03:18PM
01:21PM
09:00AM
08:43AM
05:30AM
Aug-07-24 09:28AM
09:09AM
(Investor's Business Daily)
08:00AM
(Investor's Business Daily)
06:03AM
Aug-06-24 04:20PM
(Investor's Business Daily)
04:15PM
10:00AM
08:01AM
04:31AM
Aug-05-24 09:21PM
05:00PM
04:33PM
02:59PM
01:19PM
12:58PM
12:17PM
11:37AM
11:34AM
11:12AM
10:43AM
(The Wall Street Journal)
09:10AM
09:00AM
07:14AM
05:13AM
Aug-02-24 04:35PM
(Investor's Business Daily)
01:32PM
10:29AM
10:24AM
10:12AM
(The Wall Street Journal)
Coinbase Global, Inc. engages in technology and financial infrastructure products and services. It offers crypto-powered technologies including self-custody wallets, decentralized apps and services, and open community engagement platforms. The company was founded by Brian Armstrong in May 2012 and is headquartered in Wilmington, DE.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Armstrong Brian Chairman and CEO Sep 03 '24 Sale 173.93 23,075 4,013,463 526 Sep 05 04:32 PM Choi Emilie President & COO Sep 03 '24 Sale 176.09 8,000 1,408,682 189,101 Sep 04 04:25 PM Choi Emilie President & COO Aug 30 '24 Sale 188.94 1,500 283,410 197,101 Sep 04 04:25 PM Brian Armstrong Officer Sep 03 '24 Proposed Sale 169.13 23,075 3,902,675 Sep 03 05:18 PM Grewal Paul Chief Legal Officer Aug 26 '24 Option Exercise 26.26 10,000 262,600 92,518 Aug 28 05:36 PM Grewal Paul Chief Legal Officer Aug 26 '24 Sale 206.96 16,962 3,510,510 75,556 Aug 28 05:36 PM Brock Lawrence J Chief People Officer Aug 23 '24 Sale 207.78 15,610 3,243,394 18,525 Aug 27 04:17 PM Jones Jennifer N. Chief Accounting Officer Aug 22 '24 Sale 201.09 2,918 586,771 1,686 Aug 26 04:49 PM Paul Grewal Officer Aug 26 '24 Proposed Sale 204.83 36,962 7,570,926 Aug 26 04:45 PM LAWRENCE J BROCK & JENNIFER M Officer Aug 23 '24 Proposed Sale 198.43 15,610 3,097,492 Aug 23 04:27 PM HAAS ALESIA J Chief Financial Officer Aug 20 '24 Option Exercise 0.00 8,012 0 185,665 Aug 22 04:16 PM HAAS ALESIA J Chief Financial Officer Aug 20 '24 Sale 196.77 4,129 812,479 181,536 Aug 22 04:16 PM Choi Emilie President & COO Aug 20 '24 Option Exercise 0.00 27,189 0 212,660 Aug 22 04:15 PM Choi Emilie President & COO Aug 20 '24 Sale 196.10 14,059 2,756,900 198,601 Aug 22 04:15 PM Brock Lawrence J Chief People Officer Aug 20 '24 Option Exercise 0.00 33,214 0 49,354 Aug 22 04:14 PM Brock Lawrence J Chief People Officer Aug 20 '24 Sale 196.16 15,219 2,985,313 34,135 Aug 22 04:14 PM Grewal Paul Chief Legal Officer Aug 20 '24 Option Exercise 0.00 23,460 0 94,655 Aug 22 04:13 PM Grewal Paul Chief Legal Officer Aug 20 '24 Sale 195.99 12,137 2,378,706 82,518 Aug 22 04:13 PM Jones Jennifer N. Chief Accounting Officer Aug 20 '24 Option Exercise 74.63 869 64,853 5,473 Aug 22 04:12 PM Jones Jennifer N. Chief Accounting Officer Aug 20 '24 Sale 209.11 869 181,717 4,604 Aug 22 04:12 PM Jones Jennifer N. Chief Accounting Officer Aug 20 '24 Option Exercise 0.00 6,041 0 7,727 Aug 22 04:11 PM Jones Jennifer N. Chief Accounting Officer Aug 20 '24 Sale 196.18 3,123 612,664 4,604 Aug 22 04:11 PM ALESIA HAAS Officer Aug 20 '24 Proposed Sale 196.77 4,129 812,479 Aug 20 05:19 PM LAWRENCE J BROCK Officer Aug 20 '24 Proposed Sale 196.16 15,219 2,985,313 Aug 20 04:51 PM EMILIE MONICA CHOI Officer Aug 20 '24 Proposed Sale 196.10 14,059 2,756,901 Aug 20 04:47 PM PAUL GREWAL Officer Aug 20 '24 Proposed Sale 195.99 12,137 2,378,706 Aug 20 04:43 PM Choi Emilie President & COO Aug 14 '24 Sale 195.11 1,500 292,670 185,471 Aug 16 04:11 PM Armstrong Brian Chairman and CEO Aug 14 '24 Sale 194.94 23,075 4,498,169 526 Aug 16 04:10 PM HAAS ALESIA J Chief Financial Officer Aug 15 '24 Sale 197.18 5,250 1,035,196 177,653 Aug 16 04:09 PM HAAS ALESIA J Officer Aug 15 '24 Proposed Sale 197.18 5,250 1,035,196 Aug 15 12:25 PM Brian Armstrong Officer Aug 14 '24 Proposed Sale 195.96 23,075 4,521,777 Aug 14 05:48 PM Armstrong Brian Chairman and CEO Aug 05 '24 Sale 187.63 23,075 4,329,624 526 Aug 07 04:15 PM Brian Armstrong Officer Aug 05 '24 Proposed Sale 189.47 23,075 4,372,020 Aug 05 05:28 PM Choi Emilie President & COO Aug 01 '24 Sale 214.97 8,000 1,719,791 186,971 Aug 02 04:15 PM Choi Emilie President & COO Jul 31 '24 Sale 233.00 1,500 349,500 194,971 Aug 02 04:15 PM EMILIE MONICA CHOI Officer Aug 01 '24 Proposed Sale 224.36 33,000 7,403,880 Aug 01 04:26 PM Grewal Paul Chief Legal Officer Jul 25 '24 Option Exercise 26.26 10,000 262,600 81,195 Jul 29 04:18 PM Grewal Paul Chief Legal Officer Jul 25 '24 Sale 235.75 10,000 2,357,488 71,195 Jul 29 04:18 PM Choi Emilie President & COO Jul 15 '24 Sale 229.70 1,500 344,550 196,471 Jul 17 04:17 PM HAAS ALESIA J Chief Financial Officer Jul 15 '24 Sale 229.09 4,500 1,030,909 182,903 Jul 17 04:15 PM Armstrong Brian Chairman and CEO Jul 11 '24 Sale 220.31 23,075 5,083,736 526 Jul 15 05:25 PM Jones Jennifer N. Chief Accounting Officer Jul 01 '24 Option Exercise 23.46 450 10,557 2,136 Jul 03 07:20 PM Jones Jennifer N. Chief Accounting Officer Jul 01 '24 Sale 225.70 450 101,565 1,686 Jul 03 07:20 PM Armstrong Brian CHAIRMAN AND CEO Jul 01 '24 Sale 231.02 23,075 5,330,842 526 Jul 03 04:18 PM Choi Emilie PRESIDENT & COO Jul 01 '24 Sale 232.24 8,000 1,857,952 197,971 Jul 02 04:30 PM Choi Emilie PRESIDENT & COO Jun 28 '24 Sale 223.95 1,500 335,925 205,971 Jul 02 04:30 PM Grewal Paul Chief Legal Officer Jun 25 '24 Option Exercise 26.26 10,000 262,600 81,195 Jun 27 04:18 PM Grewal Paul Chief Legal Officer Jun 25 '24 Sale 219.45 10,000 2,194,476 71,195 Jun 27 04:18 PM HAAS ALESIA J Chief Financial Officer Jun 17 '24 Sale 239.10 4,350 1,040,087 187,403 Jun 20 05:46 PM Ehrsam Frederick Ernest III Director Jun 14 '24 Option Exercise 0.00 5,755 0 10,417 Jun 18 04:16 PM Rajaram Gokul Director Jun 14 '24 Option Exercise 0.00 6,027 0 8,571 Jun 18 04:15 PM Haun Kathryn Director Jun 14 '24 Option Exercise 0.00 5,845 0 103,546 Jun 18 04:15 PM Lutke Tobias Director Jun 14 '24 Option Exercise 0.00 5,396 0 11,534 Jun 18 04:13 PM Kramer Kelly A. Director Jun 14 '24 Option Exercise 0.00 6,294 0 32,118 Jun 18 04:11 PM Choi Emilie President & COO Jun 14 '24 Sale 246.16 1,500 369,240 207,471 Jun 18 04:09 PM Armstrong Brian Chairman and CEO Jun 10 '24 Sale 248.08 23,075 5,724,469 526 Jun 12 04:28 PM Brock Lawrence J Chief People Officer Jun 05 '24 Option Exercise 74.63 4,634 345,835 20,774 Jun 07 04:32 PM Brock Lawrence J Chief People Officer Jun 05 '24 Sale 250.00 4,634 1,158,500 16,140 Jun 07 04:32 PM WILSON FREDERICK R Director Jun 05 '24 Sale 250.09 80,539 20,141,749 100,000 Jun 07 04:30 PM Jones Jennifer N. Chief Accounting Officer Jun 05 '24 Sale 249.00 526 130,974 1,686 Jun 07 04:29 PM Armstrong Brian Chairman and CEO Jun 03 '24 Sale 230.88 23,075 5,327,533 526 Jun 05 04:12 PM Jones Jennifer N. Chief Accounting Officer Jun 03 '24 Option Exercise 23.46 450 10,557 2,662 Jun 05 04:10 PM Jones Jennifer N. Chief Accounting Officer Jun 03 '24 Sale 232.60 450 104,670 2,212 Jun 05 04:10 PM Choi Emilie President & COO Jun 03 '24 Sale 230.18 8,000 1,841,456 208,971 Jun 04 04:21 PM Choi Emilie President & COO May 31 '24 Sale 239.09 1,500 358,635 216,971 Jun 04 04:21 PM Jones Jennifer N. Chief Accounting Officer May 30 '24 Option Exercise 28.41 11,744 333,615 17,792 Jun 03 04:21 PM Jones Jennifer N. Chief Accounting Officer May 30 '24 Sale 239.28 15,580 3,727,914 2,212 Jun 03 04:21 PM WILSON FREDERICK R Director May 28 '24 Sale 241.28 15,000 3,619,245 180,539 May 30 04:37 PM Grewal Paul Chief Legal Officer May 28 '24 Option Exercise 26.26 10,000 262,600 88,639 May 30 04:35 PM Grewal Paul Chief Legal Officer May 28 '24 Sale 239.07 17,444 4,170,401 71,195 May 30 04:35 PM Brock Lawrence J Chief People Officer May 23 '24 Sale 223.34 16,456 3,675,360 16,140 May 24 04:35 PM Brock Lawrence J Chief People Officer May 20 '24 Option Exercise 0.00 33,213 0 46,840 May 22 04:14 PM Brock Lawrence J Chief People Officer May 20 '24 Sale 212.80 14,244 3,031,082 32,596 May 22 04:14 PM Choi Emilie President & COO May 20 '24 Option Exercise 0.00 27,190 0 231,626 May 22 04:13 PM Choi Emilie President & COO May 20 '24 Sale 212.79 13,155 2,799,240 218,471 May 22 04:13 PM Jones Jennifer N. Chief Accounting Officer May 20 '24 Option Exercise 0.00 6,041 0 8,973 May 22 04:12 PM Jones Jennifer N. Chief Accounting Officer May 20 '24 Sale 212.64 2,925 621,972 6,048 May 22 04:12 PM Grewal Paul Chief Legal Officer May 20 '24 Option Exercise 0.00 23,461 0 89,994 May 22 04:11 PM Grewal Paul Chief Legal Officer May 20 '24 Sale 212.71 11,355 2,415,273 78,639 May 22 04:11 PM HAAS ALESIA J Chief Financial Officer May 20 '24 Option Exercise 0.00 8,011 0 195,633 May 22 04:10 PM HAAS ALESIA J Chief Financial Officer May 20 '24 Sale 212.57 3,880 824,765 191,753 May 22 04:10 PM Rajaram Gokul Director May 16 '24 Sale 215.00 1,144 245,960 2,544 May 17 04:21 PM Choi Emilie President & COO May 14 '24 Sale 195.90 1,500 293,850 204,436 May 15 04:24 PM Ehrsam Frederick Ernest III Director May 14 '24 Sale 202.30 114,216 23,106,367 0 May 15 04:22 PM Armstrong Brian Chairman and CEO May 13 '24 Sale 202.07 23,075 4,662,767 526 May 15 04:16 PM HAAS ALESIA J Chief Financial Officer May 15 '24 Sale 212.15 5,000 1,060,747 187,622 May 15 04:08 PM Ehrsam Frederick Ernest III Director May 08 '24 Sale 212.08 16,380 3,473,915 0 May 10 04:47 PM Armstrong Brian Chairman and CEO May 03 '24 Sale 224.13 23,075 5,171,892 526 May 07 04:15 PM Ehrsam Frederick Ernest III Director May 01 '24 Sale 208.21 16,380 3,410,479 0 May 03 04:13 PM Choi Emilie President & COO May 01 '24 Sale 208.35 8,000 1,666,798 205,851 May 02 06:22 PM Choi Emilie President & COO Apr 30 '24 Sale 215.00 1,500 322,500 213,851 May 02 06:22 PM Grewal Paul Chief Legal Officer Apr 25 '24 Option Exercise 26.26 10,000 262,600 76,122 Apr 29 04:58 PM Grewal Paul Chief Legal Officer Apr 25 '24 Sale 221.47 10,000 2,214,682 66,122 Apr 29 04:58 PM Ehrsam Frederick Ernest III Director Apr 23 '24 Sale 232.37 16,380 3,806,176 0 Apr 25 04:25 PM Rajaram Gokul Director Apr 18 '24 Sale 215.57 1,145 246,828 3,688 Apr 22 04:50 PM Ehrsam Frederick Ernest III Director Apr 17 '24 Sale 213.99 16,380 3,505,222 0 Apr 19 04:12 PM HAAS ALESIA J Chief Financial Officer Apr 15 '24 Sale 247.54 4,200 1,039,666 192,622 Apr 17 04:25 PM Armstrong Brian Chairman and CEO Apr 15 '24 Sale 238.26 23,075 5,497,933 526 Apr 17 04:23 PM Choi Emilie President & COO Apr 15 '24 Sale 248.00 1,500 372,000 215,351 Apr 17 04:22 PM Ehrsam Frederick Ernest III Director Apr 08 '24 Sale 256.19 16,380 4,196,390 0 Apr 10 05:12 PM
Index S&P 500 P/E 21.25 EPS (ttm) 13.80 Insider Own 1.64% Shs Outstand 141.80M Perf Week -5.21%
Market Cap 40.18B Forward P/E 13.31 EPS next Y 22.03 Insider Trans -1.74% Shs Float 134.80M Perf Month 0.42%
Income 1.94B PEG 2.64 EPS next Q 4.79 Inst Own 86.38% Short Float 1.53% Perf Quarter 6.93%
Sales 34.16B P/S 1.18 EPS this Y 0.01% Inst Trans 1.17% Short Ratio 2.42 Perf Half Y 10.14%
Book/sh 69.72 P/B 4.21 EPS next Y 11.89% ROA 6.17% Short Interest 2.07M Perf Year 24.40%
Cash/sh 15.93 P/C 18.41 EPS next 5Y 8.05% ROE 19.55% 52W Range 212.80 - 322.83 Perf YTD 22.39%
Dividend Est. 6.92 (2.36%) P/FCF 33.35 EPS past 5Y -17.10% ROI 12.70% 52W High -9.18% Beta 0.98
Dividend TTM 6.86 (2.34%) Quick Ratio 0.82 Sales past 5Y 8.52% Gross Margin 23.91% 52W Low 37.79% ATR (14) 6.90
Dividend Ex-Date Aug 23, 2024 Current Ratio 1.34 EPS Y/Y TTM -22.39% Oper. Margin 9.60% RSI (14) 43.94 Volatility 2.58% 1.83%
Employees 75500 Debt/Eq 0.83 Sales Y/Y TTM 6.12% Profit Margin 5.69% Recom 2.65 Target Price 322.86
Option/Short Yes / Yes LT Debt/Eq 0.60 EPS Q/Q 4.20% Payout 126.20% Rel Volume 0.71 Prev Close 296.65
Sales Surprise 5.59% EPS Surprise 8.84% Sales Q/Q 1.83% Earnings Aug 01 BMO Avg Volume 855.41K Price 293.21
SMA20 -2.83% SMA50 0.63% SMA200 8.16% Trades
Volume 608,775 Change -1.16%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-28-24 Initiated Raymond James
Mkt Perform
Jun-26-24 Initiated Citigroup
Buy
$320
May-10-24 Reiterated TD Cowen
Buy
$272 → $292
Mar-15-24 Upgrade UBS
Neutral → Buy
Mar-14-24 Initiated Truist
Hold
$303
Feb-07-24 Reiterated TD Cowen
Outperform
$260 → $272
Jan-19-24 Downgrade BofA Securities
Neutral → Underperform
$243 → $225
Jan-08-24 Initiated Morgan Stanley
Overweight
$278
Dec-15-23 Downgrade BofA Securities
Buy → Neutral
$243
Oct-16-23 Downgrade JP Morgan
Neutral → Underweight
$270 → $255
May-09-23 Downgrade Evercore ISI
Outperform → In-line
Aug-18-22 Resumed JP Morgan
Neutral
$264 → $245
Jul-20-22 Downgrade Bernstein
Outperform → Mkt Perform
$238 → $190
Jun-23-22 Resumed Morgan Stanley
Equal-Weight
$205
Mar-18-22 Downgrade UBS
Buy → Neutral
$260 → $214
Aug-24-21 Downgrade Goldman
Buy → Neutral
$270 → $230
Jul-27-21 Upgrade Vertical Research
Hold → Buy
$280
Jul-16-21 Upgrade Cowen
Market Perform → Outperform
$284
May-17-21 Upgrade BofA Securities
Neutral → Buy
$325
Mar-04-21 Upgrade Jefferies
Hold → Buy
$325
Show Previous Ratings
Today 02:13PM
Sep-06-24 05:02PM
09:00AM
Aug-31-24 05:54PM
Aug-27-24 03:27PM
07:01PM
Loading…
Aug-22-24 07:01PM
Aug-20-24 09:33AM
Aug-19-24 05:01PM
Aug-13-24 07:30AM
Aug-09-24 11:00AM
Aug-07-24 03:16AM
Aug-06-24 02:00PM
Aug-05-24 03:12AM
Aug-02-24 04:06PM
(Morningstar Research) -5.14%
02:53AM
(Thomson Reuters StreetEvents)
01:05AM
Loading…
01:05AM
Aug-01-24 01:00PM
11:31AM
09:36AM
09:30AM
08:45AM
08:40AM
07:39AM
(Associated Press Finance)
07:30AM
Jul-31-24 03:17AM
Jul-29-24 09:16AM
Jul-25-24 10:02AM
06:16AM
Jul-24-24 09:26AM
Jul-19-24 04:09AM
11:00AM
Loading…
Jul-17-24 11:00AM
Jul-16-24 10:06AM
Jul-15-24 03:19PM
Jul-12-24 11:00AM
Jul-11-24 02:00PM
07:30AM
07:14AM
06:43AM
Jul-09-24 04:15PM
Jul-04-24 08:52AM
Jul-01-24 02:57PM
07:23AM
Jun-30-24 11:22AM
Jun-26-24 12:28PM
Jun-20-24 12:58PM
12:00PM
Jun-18-24 07:10PM
Jun-17-24 09:40AM
Jun-12-24 12:37PM
Jun-07-24 11:00AM
Jun-04-24 08:00AM
Jun-03-24 08:00AM
May-30-24 01:00PM
May-24-24 01:24PM
May-21-24 05:00PM
May-20-24 08:48AM
07:30AM
May-17-24 03:25PM
May-16-24 10:40PM
03:12PM
11:30AM
May-14-24 04:15PM
10:28AM
08:44AM
07:30AM
07:01AM
May-13-24 03:01PM
12:46PM
10:39AM
08:32AM
06:51AM
May-10-24 08:30AM
06:27AM
06:17AM
May-09-24 03:15PM
10:00AM
May-08-24 05:01PM
02:29PM
09:25AM
May-07-24 08:30AM
08:00AM
May-06-24 09:30AM
04:24AM
May-04-24 08:46AM
May-03-24 03:15PM
02:44PM
01:00PM
11:58AM
10:12AM
09:29AM
09:22AM
08:02AM
03:41AM
01:03AM
12:51AM
(Thomson Reuters StreetEvents)
May-02-24 09:41PM
01:25PM
12:30PM
11:52AM
09:30AM
Cummins, Inc. engages in the design, manufacture, and distribution of diesel, natural gas, electric and hybrid powertrains and powertrain-related components including filtration, aftertreatment, turbochargers, fuel systems, valvetrain technologies, controls systems, air handling systems, automated transmissions, axles, drivelines, brakes, suspension systems, electric power generation systems, batteries, electrified power systems, hydrogen production technologies, and fuel cell products. It operates through the following segments: Engine, Distribution, Components, Power Systems, and Accelera. The Engine segment manufactures and markets diesel and natural gas-powered engines under the Cummins brand name, for the heavy- and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets. The Distribution segment includes power generation systems, high-horsepower engines, heavy-duty and medium-duty engines designed for on- and off-highway use, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair service. The Components segment supplies products including axles, drivelines, brakes and suspension systems for commercial diesel and natural gas applications, aftertreatment systems, turbochargers, fuel systems, valvetrain technologies, filtration products, automated transmissions, and electronics. The Power Systems segment engages in power generation, industrial, and generator technologies. The Accelera segment designs, manufactures, sells, and supports hydrogen production technologies, as well as electrified power systems, including battery, fuel cell, and electric powertrain technologies. The company was founded by Clessie Lyle Cummins and William Glanton Irwin on February 3, 1919 and is headquartered in Columbus, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Satterthwaite Tony Senior Vice President Aug 23 '24 Option Exercise 109.09 24,250 2,645,432 101,692 Aug 27 06:54 PM Satterthwaite Tony Senior Vice President Aug 23 '24 Sale 308.24 24,250 7,474,875 77,442 Aug 27 06:54 PM LIVINGSTON LORD SATTERTHWAITE Officer Aug 23 '24 Proposed Sale 308.24 24,250 7,474,876 Aug 23 04:27 PM Barner Sharon R VP - Chief Administrative Off. Aug 21 '24 Option Exercise 163.43 6,489 1,060,497 27,362 Aug 22 04:25 PM Barner Sharon R VP - Chief Administrative Off. Aug 21 '24 Sale 304.77 6,489 1,977,637 20,873 Aug 22 04:25 PM SHARON BARNER Officer Aug 21 '24 Proposed Sale 304.77 6,489 1,977,637 Aug 21 05:24 PM Padmanabhan Srikanth President - Engine Busines Aug 16 '24 Option Exercise 149.72 12,510 1,872,997 39,112 Aug 20 02:17 PM Barner Sharon R VP - Chief Administrative Off. Aug 15 '24 Option Exercise 160.10 4,780 765,278 25,653 Aug 19 01:50 PM Barner Sharon R VP - Chief Administrative Off. Aug 15 '24 Sale 300.35 4,780 1,435,657 20,873 Aug 19 01:50 PM SHARON BARNER Officer Aug 15 '24 Proposed Sale 300.35 4,780 1,435,657 Aug 15 04:16 PM Wiltrout Jeffrey T VP - Corporate Strategy May 24 '24 Buy 285.11 282 80,401 1,262 May 24 06:04 PM Davis Amy Rochelle VP & Pres. - New Power May 23 '24 Option Exercise 119.48 1,980 236,566 10,825 May 23 05:28 PM Wiltrout Jeffrey T VP - Corporate Strategy May 22 '24 Option Exercise 152.95 1,160 177,419 1,758 May 23 01:01 PM Fetch Bonnie J VP - Supply Chain May 21 '24 Option Exercise 149.56 3,998 597,947 5,284 May 22 03:33 PM Boakye Marvin VP - Chief Human Resources Off May 20 '24 Buy 286.04 1,745 499,133 1,745 May 21 01:47 PM Bush Jennifer Mary VP & Pres. - Power Systems May 20 '24 Option Exercise 163.08 5,200 847,998 9,164 May 21 01:39 PM Merritt Brett Michael V.P & Pres. - Engine Business May 17 '24 Option Exercise 150.40 5,430 816,676 8,116 May 20 11:42 AM RUMSEY JENNIFER President & CEO May 17 '24 Option Exercise 119.19 11,440 1,363,553 20,646 May 17 06:05 PM Stoner Nathan R VP - China Area Business Org May 15 '24 Option Exercise 151.33 3,700 559,926 5,758 May 16 02:25 PM Barner Sharon R VP - Chief Administrative Off. May 10 '24 Option Exercise 160.10 2,390 382,639 23,263 May 13 12:42 PM Barner Sharon R VP - Chief Administrative Off. May 10 '24 Sale 296.28 2,390 708,110 20,873 May 13 12:42 PM Barner Sharon R VP - Chief Administrative Off. May 07 '24 Option Exercise 153.20 3,880 594,398 24,753 May 08 02:11 PM Barner Sharon R VP - Chief Administrative Off. May 07 '24 Sale 286.86 3,880 1,113,010 20,873 May 08 02:11 PM Quintos Karen H Director Feb 28 '24 Sale 270.24 1,000 270,238 2,835 Mar 01 03:17 PM Barner Sharon R VP - Chief Administrative Off. Feb 28 '24 Option Exercise 142.12 2,100 298,452 18,999 Feb 29 06:48 PM Barner Sharon R VP - Chief Administrative Off. Feb 28 '24 Sale 271.29 2,100 569,709 16,899 Feb 29 06:48 PM Fisher Daniel William Director Feb 27 '24 Buy 266.57 562 149,810 1,068 Feb 27 09:02 PM JACKSON DONALD G VP - Treasury & Tax Feb 22 '24 Option Exercise 119.18 5,080 605,423 8,255 Feb 22 03:13 PM JACKSON DONALD G VP - Treasury & Tax Feb 22 '24 Sale 261.72 5,080 1,329,527 3,175 Feb 22 03:13 PM Satterthwaite Tony Senior Vice President Feb 21 '24 Option Exercise 154.53 37,450 5,787,056 111,191 Feb 21 02:12 PM Satterthwaite Tony Senior Vice President Feb 21 '24 Sale 265.05 37,450 9,926,291 73,741 Feb 21 02:12 PM Peters Luther E VP - Corporate Controller Feb 16 '24 Option Exercise 142.04 3,835 544,737 10,933 Feb 16 06:12 PM Peters Luther E VP - Corporate Controller Feb 16 '24 Sale 267.60 5,225 1,398,225 5,708 Feb 16 06:12 PM Barner Sharon R VP - Chief Administrative Off. Feb 16 '24 Option Exercise 142.12 1,400 198,968 19,274 Feb 16 05:41 PM Barner Sharon R VP - Chief Administrative Off. Feb 16 '24 Sale 269.05 1,400 376,663 17,874 Feb 16 05:41 PM Aaholm Sherry A VP - Chief Digital Officer Feb 16 '24 Option Exercise 149.34 2,490 371,857 10,373 Feb 16 05:38 PM Aaholm Sherry A VP - Chief Digital Officer Feb 16 '24 Sale 267.35 2,490 665,712 7,883 Feb 16 05:38 PM Smith Mark Andrew VP - Chief Financial Officer Feb 16 '24 Option Exercise 121.93 7,220 880,334 21,343 Feb 16 03:50 PM Smith Mark Andrew VP - Chief Financial Officer Feb 16 '24 Sale 268.47 4,468 1,199,508 16,875 Feb 16 03:50 PM RUMSEY JENNIFER President & CEO Feb 16 '24 Option Exercise 149.34 1,070 159,794 3,437 Feb 16 02:52 PM RUMSEY JENNIFER President & CEO Feb 16 '24 Sale 266.91 739 197,250 2,698 Feb 16 02:52 PM Wood Jonathan David Vice President & CTO Feb 15 '24 Option Exercise 142.12 2,665 378,750 3,968 Feb 15 04:27 PM Wood Jonathan David Vice President & CTO Feb 15 '24 Sale 264.91 2,012 533,003 1,956 Feb 15 04:27 PM Barner Sharon R VP - Chief Administrative Off. Feb 15 '24 Option Exercise 142.12 11,000 1,563,320 28,874 Feb 15 03:07 PM Barner Sharon R VP - Chief Administrative Off. Feb 15 '24 Sale 262.16 11,000 2,883,749 17,874 Feb 15 03:07 PM RUMSEY JENNIFER President & CEO Nov 22 '23 Sale 164.60 2 356 1,440 Nov 27 08:02 PM
Index NDX, S&P 500 P/E 29.96 EPS (ttm) 37.76 Insider Own 3.55% Shs Outstand 107.60M Perf Week -4.02%
Market Cap 124.71B Forward P/E 23.13 EPS next Y 48.92 Insider Trans -6.03% Shs Float 106.30M Perf Month 5.97%
Income 4.32B PEG 2.85 EPS next Q 11.84 Inst Own 86.46% Short Float 1.99% Perf Quarter 13.06%
Sales 13.49B P/S 9.25 EPS this Y 2.82% Inst Trans -0.34% Short Ratio 4.67 Perf Half Y 16.25%
Book/sh 255.95 P/B 4.42 EPS next Y 8.66% ROA 12.95% Short Interest 2.11M Perf Year 38.26%
Cash/sh 89.06 P/C 12.70 EPS next 5Y 10.50% ROE 16.55% 52W Range 769.19 - 1211.20 Perf YTD 28.83%
Dividend Est. - P/FCF 37.47 EPS past 5Y 10.31% ROI 13.98% 52W High -6.58% Beta 0.13
Dividend TTM - Quick Ratio 4.62 Sales past 5Y 19.99% Gross Margin 82.80% 52W Low 47.10% ATR (14) 23.46
Dividend Ex-Date - Current Ratio 5.44 EPS Y/Y TTM 0.31% Oper. Margin 30.50% RSI (14) 43.98 Volatility 2.17% 1.95%
Employees 13450 Debt/Eq 0.10 Sales Y/Y TTM 6.46% Profit Margin 32.04% Recom 1.74 Target Price 1177.91
Option/Short Yes / Yes LT Debt/Eq 0.10 EPS Q/Q 45.98% Payout 0.00% Rel Volume 1.19 Prev Close 1150.56
Sales Surprise 4.83% EPS Surprise 8.87% Sales Q/Q 12.32% Earnings Aug 01 BMO Avg Volume 451.81K Price 1131.50
SMA20 -3.54% SMA50 1.96% SMA200 15.67% Trades
Volume 537,234 Change -1.66%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-12-24 Initiated Bernstein
Outperform
$1125
Jan-12-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$884 → $1076
Nov-09-23 Initiated Deutsche Bank
Hold
$800
Nov-03-23 Upgrade Raymond James
Mkt Perform → Outperform
$950
Aug-21-23 Upgrade Canaccord Genuity
Hold → Buy
$720 → $992
Aug-21-23 Reiterated Oppenheimer
Perform
$950 → $1050
Jun-28-23 Downgrade Canaccord Genuity
Buy → Hold
$953 → $720
Mar-27-23 Upgrade SVB Securities
Market Perform → Outperform
$834 → $976
Mar-24-23 Upgrade Jefferies
Hold → Buy
$675 → $925
Mar-23-23 Upgrade Raymond James
Underperform → Mkt Perform
Jan-30-23 Upgrade Cowen
Market Perform → Outperform
$775 → $875
Jan-20-23 Upgrade JP Morgan
Neutral → Overweight
$850
Oct-26-22 Downgrade Raymond James
Mkt Perform → Underperform
Oct-17-22 Downgrade Evercore ISI
Outperform → In-line
$760
Sep-09-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$625 → $851
Sep-09-22 Upgrade Jefferies
Underperform → Hold
$536 → $675
Jul-25-22 Downgrade SVB Leerink
Outperform → Mkt Perform
$630
Jul-13-22 Initiated Cantor Fitzgerald
Neutral
$625
Jun-06-22 Initiated Jefferies
Underperform
$536
May-23-22 Initiated SVB Leerink
Outperform
$738
Show Previous Ratings
Sep-05-24 07:01PM
09:10AM
Aug-26-24 07:59AM
07:00AM
01:00AM
12:14PM
Loading…
Aug-21-24 12:14PM
(Pharmaceutical Technology)
07:45AM
07:19AM
Aug-20-24 06:45PM
Aug-13-24 08:46PM
04:30PM
07:30AM
Aug-12-24 12:13PM
(Pharmaceutical Technology)
Aug-08-24 08:45PM
06:40AM
04:05PM
Loading…
Aug-07-24 04:05PM
11:40AM
Aug-06-24 12:45PM
(Investor's Business Daily)
Aug-05-24 07:01PM
05:52PM
04:59PM
01:27PM
Aug-03-24 07:15AM
Aug-02-24 03:59AM
(Thomson Reuters StreetEvents)
01:05AM
Aug-01-24 06:06PM
04:01PM
(Investor's Business Daily)
01:23PM
09:30AM
09:10AM
08:42AM
Loading…
08:42AM
07:49AM
(Investor's Business Daily)
07:40AM
06:38AM
(Associated Press Finance)
06:30AM
Jul-31-24 07:30AM
Jul-30-24 09:53AM
(Pharmaceutical Technology)
Jul-29-24 09:16AM
Jul-27-24 07:15AM
Jul-25-24 10:02AM
07:33AM
02:18AM
Jul-24-24 08:37AM
Jul-18-24 07:55AM
Jul-17-24 07:55AM
Jul-09-24 07:00AM
Jul-08-24 08:00AM
06:00AM
Jul-05-24 03:56PM
(Investor's Business Daily)
02:14PM
08:33AM
(Pharmaceutical Technology)
Jul-04-24 03:45PM
Jul-03-24 08:55AM
08:06AM
01:00AM
01:00AM
Jul-02-24 07:01PM
Jul-01-24 08:57AM
Jun-28-24 09:27AM
07:00AM
Jun-27-24 04:05PM
06:40AM
Jun-26-24 05:30PM
05:30PM
Jun-24-24 04:12AM
Jun-21-24 06:30AM
Jun-20-24 05:04PM
Jun-18-24 01:22PM
Jun-17-24 11:53AM
11:23AM
Jun-16-24 06:10AM
Jun-14-24 07:30PM
Jun-13-24 08:00AM
(Investor's Business Daily)
Jun-12-24 10:35PM
04:03PM
(Investor's Business Daily)
10:22AM
Jun-11-24 02:06PM
07:00AM
Jun-07-24 10:10AM
Jun-03-24 04:22PM
04:17PM
May-31-24 11:23AM
01:05AM
01:05AM
01:00AM
01:00AM
May-30-24 04:45AM
May-29-24 07:15AM
May-27-24 03:02AM
May-25-24 11:15PM
11:10PM
10:00AM
May-24-24 09:57AM
09:28AM
May-23-24 05:03PM
06:15AM
May-22-24 07:00AM
May-20-24 03:33PM
02:49PM
02:15PM
Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
McCourt Marion EVP Commercial Sep 03 '24 Option Exercise 381.40 1,000 381,400 13,931 Sep 05 04:01 PM McCourt Marion EVP Commercial Sep 03 '24 Sale 1178.73 1,000 1,178,730 12,931 Sep 05 04:01 PM RYAN ARTHUR F Director Sep 03 '24 Sale 1178.68 100 117,868 17,682 Sep 05 04:01 PM MARION E MCCOURT Officer Sep 03 '24 Proposed Sale 1178.73 1,000 1,178,730 Sep 03 04:04 PM Fenimore Christopher R. SVP Finance & CFO Aug 28 '24 Sale 1205.33 5,680 6,846,262 0 Aug 29 04:27 PM Christopher Fenimore Officer Aug 28 '24 Proposed Sale 1205.21 5,680 6,845,565 Aug 28 04:35 PM Bassler Bonnie L Director Aug 15 '24 Option Exercise 371.40 756 280,778 2,138 Aug 19 04:02 PM Bassler Bonnie L Director Aug 15 '24 Sale 1170.00 756 884,520 1,382 Aug 19 04:02 PM POON CHRISTINE A Director Aug 15 '24 Option Exercise 413.33 10,838 4,479,671 13,010 Aug 19 04:01 PM POON CHRISTINE A Director Aug 15 '24 Sale 1158.17 10,838 12,552,284 2,172 Aug 19 04:01 PM Christine Poon Director Aug 15 '24 Proposed Sale 1156.86 10,838 12,538,049 Aug 15 05:55 PM MURPHY ANDREW J EVP Research Aug 13 '24 Option Exercise 399.66 20,000 7,993,200 68,306 Aug 15 04:01 PM MURPHY ANDREW J EVP Research Aug 14 '24 Sale 1153.15 6,363 7,337,505 48,306 Aug 15 04:01 PM Bassler Bonnie L Director Aug 15 '24 Proposed Sale 1170.00 756 884,520 Aug 15 11:45 AM MURPHY ANDREW J Officer Aug 14 '24 Proposed Sale 1152.27 6,363 7,331,894 Aug 14 04:08 PM STAHL NEIL EVP Research and Development Aug 08 '24 Sale 1084.54 5,197 5,636,346 50,999 Aug 12 04:05 PM Neil Stahl Officer Aug 08 '24 Proposed Sale 1084.46 5,197 5,635,926 Aug 08 04:53 PM Pitofsky Jason VP Controller Aug 07 '24 Option Exercise 372.46 487 181,388 4,691 Aug 07 04:40 PM Pitofsky Jason VP Controller Aug 07 '24 Sale 1070.00 487 521,090 4,204 Aug 07 04:40 PM Jason Pitofsky Officer Aug 07 '24 Proposed Sale 1069.75 487 520,970 Aug 07 04:33 PM STAHL NEIL EVP Research and Development Aug 02 '24 Option Exercise 555.67 23,638 13,134,927 74,637 Aug 06 04:03 PM Bassler Bonnie L Director Aug 02 '24 Option Exercise 371.40 756 280,778 2,138 Aug 05 04:05 PM Bassler Bonnie L Director Aug 02 '24 Sale 1115.00 756 842,940 1,382 Aug 05 04:05 PM McCourt Marion EVP Commercial Aug 01 '24 Option Exercise 372.46 1,137 423,487 14,068 Aug 05 04:04 PM McCourt Marion EVP Commercial Aug 01 '24 Sale 1060.86 1,137 1,206,198 12,931 Aug 05 04:04 PM RYAN ARTHUR F Director Aug 01 '24 Sale 1100.03 1 1,100 17,782 Aug 05 04:01 PM RYAN ARTHUR F Director Aug 01 '24 Sale 1085.53 99 107,467 17,783 Aug 05 04:01 PM Bassler Bonnie L Director Aug 02 '24 Proposed Sale 1115.00 756 842,940 Aug 02 10:43 AM MARION E MCCOURT Officer Aug 01 '24 Proposed Sale 1060.86 1,137 1,206,198 Aug 01 04:18 PM Arthur F. Ryan Director Aug 01 '24 Proposed Sale 1079.19 300 323,757 Aug 01 04:02 PM LAROSA JOSEPH J EVP General Counsel and Secret Jul 11 '24 Sale 1088.95 1,866 2,031,981 37,937 Jul 12 04:00 PM McCourt Marion EVP Commercial Jul 01 '24 Option Exercise 372.46 1,137 423,487 14,068 Jul 02 04:01 PM McCourt Marion EVP Commercial Jul 01 '24 Sale 1047.11 1,137 1,190,564 12,931 Jul 02 04:01 PM RYAN ARTHUR F Director Jul 01 '24 Sale 1059.24 100 105,924 17,882 Jul 02 04:01 PM Bassler Bonnie L Director Jun 24 '24 Option Exercise 371.40 756 280,778 2,138 Jun 25 04:41 PM Bassler Bonnie L Director Jun 24 '24 Sale 1062.00 756 802,872 1,382 Jun 25 04:41 PM LAROSA JOSEPH J EVP General Counsel and Secret Jun 24 '24 Option Exercise 555.67 14,450 8,029,431 50,887 Jun 25 04:39 PM BROWN MICHAEL S Director Jun 14 '24 Option Exercise 625.60 1,535 960,296 2,917 Jun 17 04:01 PM BROWN MICHAEL S Director Jun 14 '24 Sale 1040.00 1,535 1,596,400 1,382 Jun 17 04:01 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO Jun 12 '24 Sale 1015.94 16,149 16,406,406 0 Jun 13 04:01 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO Jun 11 '24 Sale 1015.43 9,064 9,203,823 55,134 Jun 13 04:01 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO Jun 06 '24 Sale 1015.02 787 798,821 64,198 Jun 10 04:03 PM Bassler Bonnie L Director Jun 05 '24 Option Exercise 380.95 827 315,046 2,209 Jun 07 04:06 PM Bassler Bonnie L Director Jun 05 '24 Sale 1011.00 827 836,097 1,382 Jun 07 04:06 PM McCourt Marion EVP Commercial Jun 03 '24 Option Exercise 372.46 1,138 423,859 14,069 Jun 05 04:07 PM McCourt Marion EVP Commercial Jun 03 '24 Sale 980.16 1,138 1,115,422 12,931 Jun 05 04:07 PM RYAN ARTHUR F Director Jun 03 '24 Sale 994.50 100 99,450 17,982 Jun 05 04:06 PM BROWN MICHAEL S Director May 28 '24 Option Exercise 625.60 1,172 733,203 2,554 May 29 04:01 PM BROWN MICHAEL S Director May 28 '24 Sale 974.86 1,172 1,142,536 1,382 May 29 04:01 PM LAROSA JOSEPH J EVP General Counsel and Secret May 21 '24 Sale 994.90 1,865 1,855,488 34,678 May 22 04:02 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO May 17 '24 Sale 979.23 22,830 22,355,714 466,877 May 17 05:57 PM YANCOPOULOS GEORGE Bd. Co-Chair, President & CSO May 16 '24 Sale 972.73 50,000 48,636,545 786,383 May 17 04:06 PM YANCOPOULOS GEORGE Bd. Co-Chair, President & CSO May 15 '24 Sale 975.87 50,000 48,793,727 836,383 May 17 04:04 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO May 13 '24 Option Exercise 399.66 203,204 81,212,511 577,633 May 15 06:10 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO May 14 '24 Sale 979.25 25,000 24,481,164 408,200 May 15 06:10 PM SCHLEIFER LEONARD S Bd. Co-Chair, President & CEO May 15 '24 Sale 980.34 10,941 10,725,946 397,259 May 15 06:10 PM SING GEORGE L Director May 03 '24 Option Exercise 413.33 2,000 826,660 28,349 May 06 04:20 PM McCourt Marion EVP Commercial May 01 '24 Sale 889.41 250 222,352 12,931 May 03 04:02 PM RYAN ARTHUR F Director May 01 '24 Sale 899.61 100 89,961 18,082 May 03 04:01 PM YANCOPOULOS GEORGE Bd. Co-Chair, President & CSO Jan 02 '24 Sale 900.00 16,848 15,163,200 180,000 May 01 04:00 PM RYAN ARTHUR F Director Apr 01 '24 Sale 962.53 100 96,253 18,182 Apr 03 04:06 PM McCourt Marion EVP Commercial Apr 01 '24 Sale 964.73 250 241,182 13,181 Apr 03 04:05 PM MURPHY ANDREW J EVP Research Mar 13 '24 Option Exercise 399.66 20,000 7,993,200 68,306 Mar 15 04:01 PM MURPHY ANDREW J EVP Research Mar 14 '24 Sale 956.47 5,783 5,531,290 48,306 Mar 15 04:01 PM RYAN ARTHUR F Director Mar 01 '24 Sale 982.05 100 98,205 18,282 Mar 05 04:01 PM McCourt Marion EVP Commercial Mar 01 '24 Sale 967.50 358 346,365 13,431 Mar 05 04:01 PM LAROSA JOSEPH J EVP General Counsel and Secret Feb 26 '24 Sale 990.00 1,000 990,000 36,543 Feb 28 04:04 PM SING GEORGE L Director Feb 26 '24 Option Exercise 413.33 1,000 413,330 26,849 Feb 28 04:04 PM SING GEORGE L Director Feb 26 '24 Sale 992.50 1,000 992,500 26,349 Feb 28 04:04 PM Bassler Bonnie L Director Feb 26 '24 Option Exercise 391.92 854 334,700 2,236 Feb 26 04:07 PM Bassler Bonnie L Director Feb 26 '24 Sale 979.25 854 836,280 1,382 Feb 26 04:07 PM LAROSA JOSEPH J EVP General Counsel and Secret Feb 22 '24 Sale 967.65 1,000 967,650 37,543 Feb 26 04:07 PM SING GEORGE L Director Feb 22 '24 Option Exercise 413.33 3,000 1,239,990 27,349 Feb 26 04:07 PM SING GEORGE L Director Feb 23 '24 Option Exercise 413.33 500 206,665 26,849 Feb 26 04:07 PM SING GEORGE L Director Feb 22 '24 Sale 965.00 3,000 2,895,000 26,349 Feb 26 04:07 PM SING GEORGE L Director Feb 23 '24 Sale 985.00 500 492,500 26,349 Feb 26 04:07 PM YANCOPOULOS GEORGE Bd. Co-Chair, President & CSO Feb 15 '24 Option Exercise 399.66 172,723 69,030,474 925,209 Feb 20 04:03 PM Van Plew Daniel P EVP & General Mgr, Industrial Feb 14 '24 Sale 942.28 10,434 9,831,727 20,378 Feb 16 04:15 PM Van Plew Daniel P EVP & General Mgr, Industrial Feb 09 '24 Option Exercise 378.30 35,375 13,382,510 47,153 Feb 13 04:04 PM SING GEORGE L Director Feb 08 '24 Option Exercise 413.33 500 206,665 26,849 Feb 12 04:02 PM SING GEORGE L Director Feb 09 '24 Option Exercise 413.33 500 206,665 26,849 Feb 12 04:02 PM SING GEORGE L Director Feb 09 '24 Sale 955.00 500 477,500 26,349 Feb 12 04:02 PM SING GEORGE L Director Feb 08 '24 Sale 945.00 500 472,500 26,349 Feb 12 04:02 PM Fenimore Christopher R. SVP Finance & CFO Feb 09 '24 Sale 953.31 4,919 4,689,320 14,372 Feb 12 04:02 PM LAROSA JOSEPH J EVP General Counsel and Secret Feb 07 '24 Sale 950.00 1,000 950,000 38,543 Feb 09 04:12 PM STAHL NEIL EVP Research and Development Feb 07 '24 Sale 950.35 8,037 7,637,954 52,019 Feb 08 04:02 PM STAHL NEIL EVP Research and Development Feb 02 '24 Option Exercise 399.66 30,750 12,289,545 82,769 Feb 06 04:08 PM Landry Robert E EVP Finance CFO Feb 02 '24 Option Exercise 378.98 400 151,592 23,974 Feb 06 04:08 PM McCourt Marion EVP Commercial Feb 05 '24 Sale 934.71 1,000 934,710 13,789 Feb 06 04:08 PM RYAN ARTHUR F Director Feb 01 '24 Sale 954.22 100 95,422 18,382 Feb 05 04:05 PM McCourt Marion EVP Commercial Feb 01 '24 Sale 945.61 273 258,152 14,789 Feb 02 04:02 PM Landry Robert E EVP Finance CFO Jan 31 '24 Option Exercise 378.98 400 151,592 23,856 Feb 02 04:02 PM Bassler Bonnie L Director Jan 30 '24 Option Exercise 380.95 827 315,046 2,209 Jan 31 04:52 PM Bassler Bonnie L Director Jan 30 '24 Sale 959.00 827 793,093 1,382 Jan 31 04:52 PM GOLDSTEIN JOSEPH L Director Jan 23 '24 Option Exercise 625.60 2,707 1,693,499 9,089 Jan 25 04:18 PM GOLDSTEIN JOSEPH L Director Jan 23 '24 Sale 950.00 2,707 2,571,650 6,382 Jan 25 04:18 PM Fenimore Christopher R. SVP Controller Jan 23 '24 Option Exercise 477.67 10,000 4,776,650 22,874 Jan 25 04:17 PM Landry Robert E EVP Finance CFO Jan 23 '24 Option Exercise 378.98 1,100 416,878 24,084 Jan 25 04:17 PM Landry Robert E EVP Finance CFO Jan 24 '24 Option Exercise 378.98 500 189,490 23,808 Jan 25 04:17 PM Landry Robert E EVP Finance CFO Jan 17 '24 Option Exercise 378.98 500 189,490 23,338 Jan 18 04:02 PM
Index NDX, S&P 500 P/E 22.76 EPS (ttm) 10.00 Insider Own 16.44% Shs Outstand 290.54M Perf Week -1.63%
Market Cap 64.07B Forward P/E 21.43 EPS next Y 10.62 Insider Trans -0.00% Shs Float 235.25M Perf Month 5.97%
Income 2.94B PEG 4.05 EPS next Q 2.31 Inst Own 59.89% Short Float 2.03% Perf Quarter -1.91%
Sales 24.44B P/S 2.62 EPS this Y -6.16% Inst Trans -3.59% Short Ratio 2.93 Perf Half Y -7.82%
Book/sh -7.39 P/B - EPS next Y 13.28% ROA 11.55% Short Interest 4.78M Perf Year 12.44%
Cash/sh 1.24 P/C 183.59 EPS next 5Y 5.61% ROE 1446.77% 52W Range 180.75 - 260.57 Perf YTD 0.93%
Dividend Est. 2.23 (0.98%) P/FCF 23.81 EPS past 5Y 13.58% ROI 26.89% 52W High -12.65% Beta 1.59
Dividend TTM 2.30 (1.01%) Quick Ratio - Sales past 5Y 9.32% Gross Margin 20.47% 52W Low 25.92% ATR (14) 4.40
Dividend Ex-Date Aug 16, 2024 Current Ratio - EPS Y/Y TTM 12.79% Oper. Margin 16.06% RSI (14) 50.25 Volatility 1.86% 1.60%
Employees 411000 Debt/Eq - Sales Y/Y TTM 6.60% Profit Margin 12.01% Recom 2.59 Target Price 244.91
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 13.12% Payout 19.26% Rel Volume 2.04 Prev Close 229.06
Sales Surprise -0.50% EPS Surprise 1.40% Sales Q/Q 5.99% Earnings Jul 31 BMO Avg Volume 1.63M Price 227.60
SMA20 1.57% SMA50 -1.70% SMA200 -3.02% Trades
Volume 3,327,871 Change -0.64%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-29-24 Upgrade Bernstein
Mkt Perform → Outperform
$247 → $262
Jun-21-24 Initiated Susquehanna
Neutral
$255
Mar-26-24 Initiated Mizuho
Neutral
$263
Dec-05-23 Resumed Wells Fargo
Equal Weight
$220
Oct-23-23 Initiated HSBC Securities
Buy
$233
Aug-14-23 Downgrade Bernstein
Outperform → Mkt Perform
$204 → $218
May-03-23 Upgrade Bernstein
Mkt Perform → Outperform
$204
Feb-15-23 Downgrade Evercore ISI
Outperform → In-line
$180
Jan-09-23 Downgrade Jefferies
Buy → Hold
$166
Dec-15-22 Downgrade Barclays
Overweight → Equal Weight
$163 → $170
Dec-14-22 Downgrade Citigroup
Buy → Neutral
$170 → $175
Dec-05-22 Initiated Morgan Stanley
Overweight
$190
Nov-30-22 Initiated Redburn
Sell
Sep-15-22 Upgrade Berenberg
Hold → Buy
$165 → $185
Jul-11-22 Upgrade Evercore ISI
In-line → Outperform
$180 → $165
Jun-29-22 Initiated Barclays
Overweight
$164
Feb-16-22 Reiterated Truist
Hold
$156 → $182
Feb-16-22 Reiterated Loop Capital
Hold
$163 → $170
Feb-16-22 Reiterated Jefferies
Buy
$192 → $208
Feb-16-22 Reiterated Deutsche Bank
Hold
$150 → $164
Show Previous Ratings
Sep-05-24 12:01PM
06:12AM
(Hotel Management Network)
Sep-03-24 12:03PM
09:00AM
Sep-02-24 11:17AM
(Associated Press Finance)
12:02AM
Loading…
Aug-31-24 12:02AM
(The Wall Street Journal)
Aug-30-24 11:31AM
Aug-29-24 10:13AM
(Hotel Management Network)
Aug-28-24 08:00AM
Aug-27-24 04:45PM
05:32AM
(Hotel Management Network)
Aug-26-24 11:58PM
09:50AM
04:30AM
Aug-23-24 08:32PM
10:13AM
Loading…
10:13AM
(Hotel Management Network)
Aug-21-24 10:05PM
05:00PM
06:13AM
(Hotel Management Network)
02:28AM
Aug-20-24 12:21PM
10:06AM
09:00AM
06:13AM
(Hotel Management Network)
Aug-19-24 10:07PM
12:51PM
11:41AM
08:26AM
07:15AM
07:00AM
06:12AM
Loading…
06:12AM
(Hotel Management Network)
Aug-16-24 05:20PM
Aug-15-24 07:35AM
04:15AM
Aug-13-24 12:25PM
Aug-12-24 05:07PM
Aug-11-24 06:38AM
Aug-09-24 06:00AM
Aug-06-24 05:01PM
Aug-05-24 10:53AM
(Hotel Management Network)
Aug-04-24 10:07PM
Aug-02-24 05:30PM
04:32AM
(Hotel Management Network)
Aug-01-24 10:00PM
10:33AM
(Hotel Management Network)
08:00AM
01:06AM
Jul-31-24 06:30PM
05:51PM
04:35PM
02:53PM
12:16PM
11:51AM
10:57AM
10:13AM
(Hotel Management Network)
09:30AM
08:10AM
07:16AM
07:15AM
07:08AM
(Associated Press Finance)
07:00AM
Jul-30-24 10:00AM
07:30AM
03:05AM
Jul-29-24 12:24PM
Jul-26-24 09:15AM
Jul-25-24 06:14AM
Jul-24-24 07:24PM
10:01AM
09:34AM
(Hotel Management Network)
02:10AM
Jul-22-24 09:00AM
07:33AM
(Hotel Management Network)
Jul-19-24 04:32AM
(Hotel Management Network)
Jul-17-24 10:13AM
(Hotel Management Network)
Jul-16-24 08:05PM
01:30PM
10:49AM
Jul-15-24 10:13AM
(Hotel Management Network)
Jul-14-24 12:10PM
Jul-11-24 04:09PM
10:33AM
(Hotel Management Network)
10:13AM
(Hotel Management Network)
08:55AM
07:33AM
(Hotel Management Network)
Jul-10-24 04:30PM
03:39PM
02:27PM
01:52PM
08:53AM
(Hotel Management Network)
08:00AM
Jul-09-24 04:25PM
02:50PM
Jul-04-24 03:39AM
Jul-03-24 10:01PM
03:36PM
10:48AM
07:47AM
07:32AM
07:00AM
Marriott International, Inc. engages in the operation and franchise of hotel, residential, and timeshare properties. Its brands include Marriott Bonvoy, The Ritz-Carlton, Edition, W Hotels Worldwide, The Luxury Collection, Stregis Hotels and Resorts, JW Marriott, Bvlgari Hotels and Resorts, Sherton, Marriott, Marriott Vacation Club, Delta Hotels Marriott, Westin Hotels and Resorts, Le Meridien, Renaissance Hotels, Autograph Collection Hotels, Tribute Portfolio, Design Hotels, Gaylord Hotels, Courtyard, Springhill Suites, Four Points by Sheraton, Fairfield, Protea Hotels, AC Hotels Marriott, aloft Hotels, Moxy Hotels, City Express, ResidenceINN, Towneplaces Suites, Marriott Executive Apartments, and element. It operates through the following geography segments: United States and Canada, Europe, Middle East, and Africa, Asia Pacific, and Greater China. The company was founded by John Willard Marriott and Alice Sheets Marriott in 1927 and is headquartered in Bethesda, MD.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HIPPEAU ERIC Director Mar 13 '24 Sale 251.19 1,400 351,666 72 Mar 14 03:07 PM Marriott David S 13D Group Owning more than 10% Feb 28 '24 Sale 248.94 2,878 716,449 596,042 Feb 29 07:22 PM Anand Satyajit President, EMEA Feb 23 '24 Sale 251.93 2,749 692,556 24,478 Feb 26 05:00 PM Capuano Anthony President & CEO Feb 22 '24 Sale 248.48 20,000 4,969,676 93,323 Feb 23 05:12 PM Pinto Drew EVP, Chf. Rev & Technology Feb 21 '24 Sale 242.87 1,404 340,989 5,996 Feb 22 09:14 PM Menon Rajeev President, APEC Feb 20 '24 Sale 241.70 6,000 1,450,200 5,232 Feb 22 09:14 PM Oberg Kathleen K. EVP & CFO Feb 20 '24 Sale 242.71 47,109 11,433,979 20,036 Feb 22 09:14 PM Reiss Rena Hozore EVP & General Counsel Feb 15 '24 Sale 240.39 3,563 856,510 36,778 Feb 20 05:22 PM Harrison Deborah Marriott Member of 13(d) group Feb 16 '24 Sale 241.46 37,300 9,006,458 9,100 Feb 20 05:21 PM Brown William P Group Pres., US and Canada Feb 16 '24 Sale 238.95 17,142 4,096,006 18,184 Feb 20 05:21 PM HIPPEAU ERIC Director Feb 15 '24 Sale 237.40 2,600 617,240 1,472 Feb 20 05:21 PM Capuano Anthony President & CEO Dec 12 '23 Sale 216.49 46,000 9,958,540 54,317 Dec 13 03:11 PM Lee Felitia Controller and CAO Nov 22 '23 Sale 210.08 570 119,746 2,793 Nov 27 04:32 PM Menon Rajeev President, APEC Sep 11 '23 Sale 207.03 8,000 1,656,240 4,000 Sep 13 04:55 PM
Index NDX, S&P 500 P/E 15.56 EPS (ttm) 7.34 Insider Own 33.18% Shs Outstand 438.00M Perf Week -1.99%
Market Cap 72.40B Forward P/E 24.69 EPS next Y 4.63 Insider Trans -1.00% Shs Float 423.33M Perf Month 1.12%
Income 4.84B PEG 0.84 EPS next Q 2.16 Inst Own 51.77% Short Float 3.14% Perf Quarter -22.26%
Sales 10.51B P/S 6.89 EPS this Y -42.61% Inst Trans -1.19% Short Ratio 2.86 Perf Half Y -30.12%
Book/sh 12.62 P/B 9.05 EPS next Y 11.39% ROA 20.39% Short Interest 13.29M Perf Year -19.39%
Cash/sh 17.82 P/C 6.41 EPS next 5Y 18.60% ROE 74.18% 52W Range 110.38 - 170.10 Perf YTD -16.06%
Dividend Est. - P/FCF 17.38 EPS past 5Y - ROI 47.41% 52W High -32.82% Beta 1.16
Dividend TTM - Quick Ratio 1.41 Sales past 5Y 27.50% Gross Margin 71.07% 52W Low 3.53% ATR (14) 3.26
Dividend Ex-Date - Current Ratio 1.41 EPS Y/Y TTM 109.69% Oper. Margin 15.27% RSI (14) 35.49 Volatility 2.30% 2.31%
Employees 6907 Debt/Eq 0.28 Sales Y/Y TTM 15.59% Profit Margin 46.11% Recom 2.95 Target Price 125.25
Option/Short Yes / Yes LT Debt/Eq 0.28 EPS Q/Q -12.35% Payout 0.00% Rel Volume 0.87 Prev Close 116.16
Sales Surprise 0.37% EPS Surprise -5.33% Sales Q/Q 10.63% Earnings Aug 06 AMC Avg Volume 4.64M Price 114.28
SMA20 -1.84% SMA50 -14.17% SMA200 -21.25% Trades
Volume 4,020,914 Change -1.62%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Cantor Fitzgerald
Underweight
$94
Sep-04-24 Downgrade Argus
Buy → Hold
May-28-24 Upgrade Wedbush
Neutral → Outperform
$160 → $165
May-09-24 Downgrade HSBC Securities
Buy → Hold
$160 → $156
Apr-24-24 Upgrade Mizuho
Neutral → Buy
$150 → $200
Apr-11-24 Initiated The Benchmark Company
Buy
$190
Apr-11-24 Downgrade Needham
Buy → Hold
Apr-03-24 Initiated B. Riley Securities
Neutral
$150
Feb-14-24 Reiterated Needham
Buy
$150 → $160
Feb-14-24 Downgrade DA Davidson
Buy → Neutral
$145
Jan-09-24 Initiated BMO Capital Markets
Market Perform
$134
Dec-12-23 Downgrade Barclays
Equal Weight → Underweight
$135 → $100
Nov-29-23 Downgrade Jefferies
Buy → Hold
$155 → $140
Nov-17-23 Downgrade Evercore ISI
Outperform → In-line
$136
Oct-24-23 Initiated Seaport Research Partners
Neutral
Oct-09-23 Resumed Barclays
Equal Weight
$141
Oct-03-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Jul-31-23 Initiated Melius
Neutral
$160
Jun-08-23 Initiated Wells Fargo
Underweight
$99
Jun-06-23 Initiated Wedbush
Neutral
$130
Show Previous Ratings
Today 03:11AM
Sep-06-24 04:59AM
Sep-05-24 07:02PM
11:31AM
Sep-04-24 02:25PM
11:18AM
Loading…
11:18AM
(Investor's Business Daily)
11:07AM
09:44AM
Sep-03-24 12:03PM
07:14AM
Sep-02-24 12:00PM
09:00AM
(The Wall Street Journal)
Sep-01-24 05:55PM
10:00AM
Aug-31-24 12:02AM
(The Wall Street Journal)
04:13PM
Loading…
Aug-29-24 04:13PM
01:15PM
05:24AM
04:23AM
Aug-28-24 05:19PM
05:01PM
05:15AM
Aug-26-24 05:24PM
05:00AM
Aug-23-24 11:07AM
09:00AM
Aug-21-24 05:00PM
08:36AM
08:34AM
(World Construction Network)
01:35AM
(Retail Banker International)
05:00AM
Loading…
Aug-19-24 05:00AM
Aug-18-24 03:30AM
Aug-17-24 07:30AM
Aug-16-24 05:02PM
Aug-14-24 06:15AM
06:04AM
Aug-12-24 05:07PM
03:03PM
01:48PM
Aug-11-24 07:03PM
07:03PM
07:30AM
06:02AM
Aug-10-24 09:57AM
Aug-09-24 06:11PM
05:14PM
(The Wall Street Journal)
04:09PM
09:36AM
07:33AM
06:53AM
Aug-08-24 12:57PM
11:00AM
06:58AM
06:04AM
04:06AM
(The Wall Street Journal)
Aug-07-24 05:36PM
05:36PM
05:20PM
04:30PM
04:11PM
(The Wall Street Journal)
04:05PM
03:18PM
02:39PM
(The Wall Street Journal)
02:13PM
(The Wall Street Journal)
02:11PM
(Investor's Business Daily)
01:43PM
01:23PM
01:04PM
12:48PM
(The Wall Street Journal)
12:47PM
(The Wall Street Journal)
12:44PM
12:32PM
12:31PM
12:12PM
12:06PM
11:50AM
(Thomson Reuters StreetEvents)
11:18AM
11:15AM
10:35AM
10:00AM
09:52AM
09:40AM
08:06AM
(The Wall Street Journal)
07:23AM
07:11AM
03:08AM
01:03AM
Aug-06-24 09:15PM
06:24PM
06:24PM
06:00PM
05:45PM
05:15PM
04:54PM
04:50PM
04:35PM
(Associated Press Finance)
04:25PM
04:15PM
04:11PM
04:06PM
Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mertz Elinor Chief Financial Officer Sep 03 '24 Sale 116.50 7,578 882,837 546,244 Sep 05 04:30 PM Mertz Elinor Chief Financial Officer Sep 04 '24 Sale 114.27 2,922 333,897 543,322 Sep 05 04:30 PM BALOGH ARISTOTLE N Chief Technology Officer Sep 03 '24 Sale 116.50 600 69,900 197,044 Sep 05 04:30 PM Mertz Elinor Officer Sep 04 '24 Proposed Sale 114.27 2,922 333,897 Sep 04 11:33 AM Blecharczyk Nathan Chief Strategy Officer Aug 29 '24 Sale 118.17 9,603 1,134,787 184,326 Sep 03 04:30 PM Chesky Brian CEO and Chairman Aug 05 '24 Sale 123.90 76,923 9,530,760 13,721,994 Sep 03 04:21 PM Mertz Elinor Officer Sep 03 '24 Proposed Sale 116.50 7,578 882,837 Sep 03 01:14 PM BALOGH ARISTOTLE N Officer Sep 03 '24 Proposed Sale 116.50 600 69,900 Sep 03 11:19 AM BALOGH ARISTOTLE N Chief Technology Officer Aug 27 '24 Sale 115.30 600 69,180 197,644 Aug 29 04:05 PM Blecharczyk Nathan Officer Aug 29 '24 Proposed Sale 118.17 9,603 1,134,787 Aug 29 11:02 AM BALOGH ARISTOTLE N Officer Aug 27 '24 Proposed Sale 115.30 600 69,180 Aug 27 09:56 AM BALOGH ARISTOTLE N Chief Technology Officer Aug 20 '24 Sale 118.94 600 71,364 198,244 Aug 21 08:24 PM BALOGH ARISTOTLE N Officer Aug 20 '24 Proposed Sale 118.94 600 71,364 Aug 20 10:44 AM BALOGH ARISTOTLE N Chief Technology Officer Aug 13 '24 Sale 114.39 600 68,634 205,174 Aug 15 04:05 PM BALOGH ARISTOTLE N Officer Aug 13 '24 Proposed Sale 114.39 600 68,634 Aug 13 11:15 AM BALOGH ARISTOTLE N Chief Technology Officer Aug 06 '24 Sale 126.57 600 75,942 205,774 Aug 08 04:05 PM BALOGH ARISTOTLE N Officer Aug 06 '24 Proposed Sale 126.57 600 75,942 Aug 06 11:08 AM Chesky Brian Officer Aug 05 '24 Proposed Sale 123.96 83,654 10,369,750 Aug 05 12:44 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 30 '24 Sale 140.65 600 84,390 206,374 Aug 01 04:30 PM BALOGH ARISTOTLE N Officer Jul 30 '24 Proposed Sale 140.65 600 84,390 Jul 30 10:13 AM BALOGH ARISTOTLE N Chief Technology Officer Jul 22 '24 Option Exercise 52.51 80,000 4,200,900 287,574 Jul 24 05:30 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 22 '24 Sale 149.11 80,000 11,929,174 207,574 Jul 24 05:30 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 23 '24 Sale 150.25 600 90,150 206,974 Jul 24 05:30 PM Chesky Brian CEO and Chairman Jul 22 '24 Sale 149.11 115,385 17,204,888 13,798,917 Jul 24 05:30 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 16 '24 Sale 148.47 600 89,082 207,574 Jul 18 04:05 PM Bernstein David C Chief Accounting Officer Jul 15 '24 Sale 145.88 1,000 145,880 44,043 Jul 17 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 09 '24 Sale 152.92 600 91,752 208,174 Jul 11 04:05 PM Chesky Brian CEO and Chairman Jul 08 '24 Sale 151.95 115,385 17,532,949 13,914,302 Jul 10 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jul 02 '24 Sale 151.29 600 90,774 208,774 Jul 03 03:21 PM Gebbia Joseph Director Jun 27 '24 Option Exercise 40.18 11,635 467,494 42,070 Jul 01 04:30 PM Gebbia Joseph Director Jun 27 '24 Sale 150.02 11,635 1,745,523 30,435 Jul 01 04:30 PM Gebbia Joseph Director Jun 25 '24 Option Exercise 40.18 130,486 5,242,927 172,573 Jun 27 04:05 PM Gebbia Joseph Director Jun 25 '24 Sale 150.46 526,823 79,267,438 0 Jun 27 04:05 PM Gebbia Joseph Director Jun 25 '24 Sale 150.57 142,138 21,401,434 30,435 Jun 27 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jun 25 '24 Sale 148.97 600 89,382 209,374 Jun 27 04:05 PM Chesky Brian CEO and Chairman Jun 24 '24 Sale 148.68 115,385 17,155,152 14,029,687 Jun 26 05:04 PM Gebbia Joseph Director Jun 24 '24 Option Exercise 40.18 4,516 181,453 47,529 Jun 25 04:05 PM Gebbia Joseph Director Jun 24 '24 Sale 150.00 18,060 2,709,074 0 Jun 25 04:05 PM Gebbia Joseph Director Jun 24 '24 Sale 150.00 5,442 816,308 42,087 Jun 25 04:05 PM Gebbia Joseph Director Jun 21 '24 Sale 150.00 1,500 225,000 0 Jun 25 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jun 18 '24 Sale 149.90 600 89,940 209,974 Jun 21 04:05 PM Gebbia Joseph Director Jun 17 '24 Option Exercise 40.18 11,739 471,673 58,206 Jun 20 05:03 PM Gebbia Joseph Director Jun 18 '24 Option Exercise 40.18 11,448 459,981 56,414 Jun 20 05:03 PM Gebbia Joseph Director Jun 18 '24 Sale 150.10 42,766 6,419,301 0 Jun 20 05:03 PM Gebbia Joseph Director Jun 17 '24 Sale 150.04 30,094 4,515,259 0 Jun 20 05:03 PM Gebbia Joseph Director Jun 18 '24 Sale 150.07 13,401 2,011,150 43,013 Jun 20 05:03 PM Gebbia Joseph Director Jun 17 '24 Sale 150.03 13,240 1,986,355 44,966 Jun 20 05:03 PM Bernstein David C Chief Accounting Officer Jun 14 '24 Sale 145.50 2,000 291,000 45,043 Jun 18 04:05 PM Gebbia Joseph Director Jun 12 '24 Option Exercise 40.18 39,615 1,591,731 91,457 Jun 14 04:05 PM Gebbia Joseph Director Jun 12 '24 Sale 150.05 180,778 27,126,137 0 Jun 14 04:05 PM Gebbia Joseph Director Jun 12 '24 Sale 150.04 44,990 6,750,147 46,467 Jun 14 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jun 11 '24 Sale 147.97 600 88,782 210,574 Jun 13 04:05 PM Chesky Brian CEO and Chairman Jun 10 '24 Sale 147.25 115,385 16,989,887 14,145,072 Jun 12 04:05 PM Bernstein David C Chief Accounting Officer Jun 04 '24 Option Exercise 40.18 6,000 241,080 53,043 Jun 06 04:05 PM Bernstein David C Chief Accounting Officer Jun 04 '24 Sale 147.00 6,000 882,000 47,043 Jun 06 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jun 04 '24 Sale 145.82 600 87,492 211,174 Jun 06 04:05 PM Mertz Elinor Chief Financial Officer Jun 03 '24 Sale 145.74 7,578 1,104,418 564,154 Jun 05 04:05 PM Chesky Brian CEO and Chairman May 30 '24 Sale 146.08 115,385 16,855,703 14,260,457 Jun 03 08:45 PM Chesky Brian CEO and Chairman May 30 '24 Sale 145.40 58,500 8,505,900 0 Jun 03 08:45 PM BALOGH ARISTOTLE N Chief Technology Officer May 28 '24 Sale 146.00 600 87,600 211,774 May 29 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer May 21 '24 Sale 145.71 600 87,426 212,374 May 22 05:26 PM BALOGH ARISTOTLE N Chief Technology Officer May 14 '24 Sale 149.40 600 89,640 219,304 May 16 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer May 07 '24 Sale 162.00 600 97,200 219,904 May 09 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Apr 30 '24 Sale 161.02 600 96,612 220,504 May 02 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Apr 23 '24 Sale 157.24 600 94,344 221,104 Apr 25 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Apr 16 '24 Sale 155.83 600 93,498 221,704 Apr 18 04:15 PM BALOGH ARISTOTLE N Chief Technology Officer Apr 09 '24 Sale 161.55 600 96,930 222,304 Apr 11 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Apr 02 '24 Sale 160.71 600 96,426 143,131 Apr 04 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 26 '24 Option Exercise 52.03 21,570 1,122,285 165,301 Mar 27 04:15 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 25 '24 Option Exercise 54.65 1,500 81,973 145,831 Mar 27 04:15 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 26 '24 Sale 169.18 22,170 3,750,633 143,731 Mar 27 04:15 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 25 '24 Sale 169.02 1,500 253,529 144,331 Mar 27 04:15 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 21 '24 Option Exercise 51.99 78,682 4,090,963 223,013 Mar 25 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 21 '24 Sale 169.30 78,682 13,320,729 144,331 Mar 25 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 19 '24 Sale 161.49 600 96,894 144,331 Mar 21 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 12 '24 Sale 163.00 600 97,800 144,931 Mar 14 04:37 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 08 '24 Option Exercise 72.83 72,976 5,314,742 218,507 Mar 12 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 08 '24 Sale 167.00 72,976 12,186,992 145,531 Mar 12 04:05 PM Blecharczyk Nathan Chief Strategy Officer Mar 06 '24 Sale 162.94 9,186 1,496,801 183,425 Mar 08 04:47 PM Mertz Elinor Chief Financial Officer Mar 05 '24 Sale 156.76 9,196 1,441,565 535,530 Mar 07 05:16 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 06 '24 Option Exercise 50.05 50,000 2,502,250 195,531 Mar 07 05:16 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 06 '24 Sale 164.00 50,000 8,200,000 145,531 Mar 07 05:16 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 05 '24 Sale 156.76 600 94,056 145,531 Mar 07 05:16 PM JORDAN JEFFREY D Director Mar 01 '24 Sale 158.15 24,000 3,795,680 111,646 Mar 05 04:59 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 04 '24 Option Exercise 50.05 40,000 2,001,800 186,131 Mar 05 04:30 PM BALOGH ARISTOTLE N Chief Technology Officer Mar 04 '24 Sale 161.00 40,000 6,440,000 146,131 Mar 05 04:30 PM Blecharczyk Nathan Chief Strategy Officer Mar 01 '24 Sale 160.25 141,877 22,736,385 201,548 Mar 05 04:30 PM Blecharczyk Nathan Chief Strategy Officer Mar 04 '24 Sale 160.63 8,937 1,435,514 192,611 Mar 05 04:30 PM BALOGH ARISTOTLE N Chief Technology Officer Feb 29 '24 Option Exercise 50.70 75,000 3,802,700 221,131 Mar 01 06:00 PM BALOGH ARISTOTLE N Chief Technology Officer Feb 29 '24 Sale 155.31 75,500 11,725,700 146,131 Mar 01 06:00 PM Blecharczyk Nathan Chief Strategy Officer Feb 28 '24 Sale 153.57 60,000 9,214,436 343,425 Mar 01 04:30 PM Chesky Brian CEO and Chairman Feb 20 '24 Sale 147.79 76,912 11,366,819 14,545,529 Feb 22 06:31 PM Stephenson Dave Chief Financial Officer Feb 21 '24 Sale 145.98 7,838 1,144,191 85,802 Feb 22 06:30 PM Blecharczyk Nathan Chief Strategy Officer Feb 14 '24 Sale 146.08 60,000 8,765,000 413,762 Feb 16 04:05 PM JORDAN JEFFREY D Director Feb 08 '24 Sale 150.00 2,000 300,000 135,646 Feb 12 04:05 PM Chesky Brian CEO and Chairman Feb 06 '24 Sale 143.86 153,848 22,132,442 14,622,441 Feb 08 04:05 PM Stephenson Dave Chief Financial Officer Feb 01 '24 Option Exercise 40.18 25,000 1,004,500 123,828 Feb 05 04:05 PM Stephenson Dave Chief Financial Officer Feb 01 '24 Sale 144.54 25,000 3,613,500 98,828 Feb 05 04:05 PM JORDAN JEFFREY D Director Feb 01 '24 Sale 144.54 14,000 2,023,560 137,646 Feb 05 04:05 PM Blecharczyk Nathan Chief Strategy Officer Jan 31 '24 Sale 146.58 60,000 8,794,939 473,762 Feb 02 05:52 PM
Index S&P 500 P/E 31.35 EPS (ttm) 3.44 Insider Own 0.10% Shs Outstand 821.41M Perf Week 1.94%
Market Cap 88.13B Forward P/E 27.71 EPS next Y 3.89 Insider Trans -19.08% Shs Float 816.24M Perf Month 5.30%
Income 2.84B PEG 3.67 EPS next Q 0.88 Inst Own 85.01% Short Float 1.00% Perf Quarter 14.77%
Sales 19.99B P/S 4.41 EPS this Y 10.61% Inst Trans -0.61% Short Ratio 2.04 Perf Half Y 22.37%
Book/sh 0.15 P/B 716.53 EPS next Y 8.95% ROA 17.37% Short Interest 8.17M Perf Year 49.14%
Cash/sh 1.63 P/C 66.02 EPS next 5Y 8.54% ROE 9627.12% 52W Range 67.62 - 109.30 Perf YTD 35.32%
Dividend Est. 2.02 (1.87%) P/FCF 26.25 EPS past 5Y 0.18% ROI 34.35% 52W High -1.32% Beta 0.39
Dividend TTM 1.96 (1.82%) Quick Ratio 0.70 Sales past 5Y 4.62% Gross Margin 59.69% 52W Low 59.51% ATR (14) 1.42
Dividend Ex-Date Jul 19, 2024 Current Ratio 1.06 EPS Y/Y TTM 91.94% Oper. Margin 22.60% RSI (14) 70.60 Volatility 1.16% 1.28%
Employees 34000 Debt/Eq 70.54 Sales Y/Y TTM 7.03% Profit Margin 14.21% Recom 1.96 Target Price 106.90
Option/Short Yes / Yes LT Debt/Eq 66.23 EPS Q/Q 46.96% Payout 68.86% Rel Volume 0.98 Prev Close 108.53
Sales Surprise 1.07% EPS Surprise 4.74% Sales Q/Q 4.89% Earnings Jul 26 BMO Avg Volume 4.00M Price 107.86
SMA20 3.56% SMA50 7.07% SMA200 19.97% Trades
Volume 3,937,052 Change -0.62%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-26-24 Downgrade HSBC Securities
Buy → Hold
Jul-24-24 Downgrade Jefferies
Buy → Hold
$103 → $95
Jul-23-24 Initiated TD Cowen
Buy
$110
Jun-24-24 Initiated Exane BNP Paribas
Outperform
$109
Mar-01-24 Resumed Goldman
Buy
$93
Jan-29-24 Upgrade Raymond James
Mkt Perform → Outperform
Dec-15-23 Upgrade BofA Securities
Neutral → Buy
$90
Nov-13-23 Initiated Jefferies
Buy
$87
Oct-16-23 Upgrade Stifel
Hold → Buy
$85 → $81
Sep-22-23 Initiated HSBC Securities
Buy
$84
Feb-17-23 Initiated Citigroup
Buy
$84
Jan-30-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$82
Nov-22-22 Initiated Wolfe Research
Peer Perform
Oct-13-22 Upgrade JP Morgan
Neutral → Overweight
$79
Aug-01-22 Upgrade Wells Fargo
Underweight → Equal Weight
$71 → $80
May-03-22 Downgrade Atlantic Equities
Overweight → Neutral
$92 → $80
Apr-08-22 Initiated Raymond James
Mkt Perform
Feb-02-22 Upgrade Bernstein
Underperform → Mkt Perform
$83
Jan-31-22 Reiterated Wells Fargo
Underweight
$78 → $76
Jan-31-22 Reiterated Morgan Stanley
Equal-Weight
$90 → $91
Show Previous Ratings
Today 07:51PM
Aug-28-24 09:50AM
Aug-27-24 06:25PM
03:25PM
Aug-26-24 06:47PM
06:20PM
Loading…
06:20PM
03:19PM
05:35AM
Aug-23-24 04:52PM
Aug-22-24 08:48AM
08:40AM
Aug-21-24 02:09PM
09:20AM
Aug-20-24 04:58PM
Aug-18-24 04:56AM
07:32AM
Loading…
Aug-16-24 07:32AM
Aug-14-24 03:26PM
01:17PM
Aug-13-24 03:05PM
Aug-12-24 03:14PM
02:43PM
07:58AM
Aug-10-24 10:00AM
Aug-09-24 05:30AM
(The Wall Street Journal)
Aug-08-24 02:34PM
Aug-07-24 02:29PM
Aug-05-24 12:45PM
07:48AM
Aug-02-24 03:03PM
09:40AM
02:53PM
Loading…
Aug-01-24 02:53PM
Jul-31-24 09:55AM
Jul-30-24 10:37AM
Jul-29-24 05:27PM
02:47PM
11:13AM
Jul-27-24 07:00AM
(The Wall Street Journal)
05:49AM
01:06AM
Jul-26-24 02:07PM
12:42PM
11:35AM
11:29AM
11:15AM
09:30AM
08:55AM
(The Wall Street Journal)
08:24AM
08:05AM
07:17AM
07:16AM
07:08AM
07:03AM
(Associated Press Finance)
06:55AM
04:57AM
(The Wall Street Journal)
Jul-25-24 06:03PM
03:01AM
Jul-22-24 11:21AM
Jul-21-24 07:00AM
Jul-19-24 05:33PM
10:00AM
Jul-18-24 12:45PM
09:15AM
Jul-17-24 12:10PM
09:40AM
Jul-16-24 01:34AM
Jul-15-24 11:02AM
02:09AM
Jul-11-24 09:30AM
05:14AM
Jul-10-24 11:45AM
11:02AM
09:49AM
Jul-09-24 11:03AM
12:56AM
Jul-08-24 03:17PM
Jul-07-24 04:57PM
Jul-03-24 03:32PM
Jul-01-24 11:13AM
Jun-26-24 11:15AM
11:01AM
Jun-24-24 11:45AM
Jun-23-24 04:03PM
01:23PM
Jun-21-24 05:35AM
Jun-14-24 10:42AM
Jun-13-24 04:35PM
01:19PM
11:06AM
Jun-12-24 12:01PM
10:47AM
Jun-11-24 11:06AM
Jun-10-24 03:51PM
10:27AM
08:00AM
Jun-07-24 01:40PM
09:28AM
Jun-06-24 10:37AM
09:50AM
Jun-05-24 12:56PM
10:31AM
Colgate-Palmolive Co. engages in the manufacturing and distribution of consumer products. It operates through the Oral, Personal, and Home Care and Pet Nutrition segments. The Oral, Personal, and Home Care segment includes toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, skin health products, dishwashing detergents, fabric conditioners, household cleaners, and other similar items. The Pet Nutrition segment offers specialty pet nutrition products manufactured and marketed by Hill's Pet Nutrition. The company was founded by William Colgate in 1806 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HUNDMEJEAN MARTINA Director Aug 23 '24 Option Exercise 69.38 3,462 240,194 14,068 Aug 27 04:29 PM HUNDMEJEAN MARTINA Director Aug 23 '24 Sale 103.86 2,313 240,228 11,755 Aug 27 04:29 PM HUNDMEJEAN MARTINA Director Aug 23 '24 Proposed Sale 103.86 2,313 240,228 Aug 23 04:49 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Aug 08 '24 Option Exercise 72.29 14,794 1,069,458 19,940 Aug 12 04:19 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Aug 08 '24 Sale 102.94 14,794 1,522,920 5,146 Aug 12 04:19 PM Daniels Jennifer CLO and Secretary Aug 08 '24 Option Exercise 72.29 22,000 1,590,380 81,726 Aug 12 04:18 PM Daniels Jennifer CLO and Secretary Aug 08 '24 Sale 102.76 22,000 2,260,729 59,726 Aug 12 04:18 PM Daniels Jennifer Officer Aug 08 '24 Proposed Sale 102.76 22,000 2,260,728 Aug 08 04:47 PM Tsourapas Panagiotis Officer Aug 08 '24 Proposed Sale 102.94 14,794 1,522,920 Aug 08 04:44 PM Massey Sally Chief Human Resources Officer Aug 06 '24 Option Exercise 76.41 15,850 1,211,098 29,792 Aug 08 04:05 PM Massey Sally Chief Human Resources Officer Aug 06 '24 Sale 103.28 15,850 1,636,926 13,942 Aug 08 04:05 PM Kooyman John W Chief of Staff Aug 06 '24 Option Exercise 72.29 24,781 1,791,418 27,972 Aug 08 04:05 PM Kooyman John W Chief of Staff Aug 06 '24 Sale 102.88 24,781 2,549,405 3,191 Aug 08 04:05 PM Malcolm Gregory EVP and Controller Aug 06 '24 Option Exercise 72.29 12,341 892,131 20,910 Aug 08 04:05 PM Malcolm Gregory EVP and Controller Aug 06 '24 Sale 103.10 10,533 1,085,957 10,377 Aug 08 04:05 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Jul 31 '24 Option Exercise 72.29 40,000 2,891,600 45,146 Aug 02 04:03 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Jul 31 '24 Sale 99.47 40,000 3,978,660 5,146 Aug 02 04:03 PM Tsourapas Panagiotis Officer Jul 31 '24 Proposed Sale 99.47 40,000 3,978,659 Jul 31 04:39 PM Daniels Jennifer CLO and Secretary May 14 '24 Option Exercise 72.29 22,250 1,608,453 81,948 May 16 04:14 PM Daniels Jennifer CLO and Secretary May 14 '24 Sale 94.15 22,250 2,094,940 59,698 May 16 04:14 PM Massey Sally Chief Human Resources Officer May 09 '24 Option Exercise 72.29 12,226 883,818 26,150 May 10 04:17 PM Massey Sally Chief Human Resources Officer May 09 '24 Sale 94.06 12,226 1,149,926 13,924 May 10 04:17 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts May 09 '24 Option Exercise 72.29 12,000 867,480 17,118 May 10 04:16 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts May 09 '24 Sale 94.15 12,000 1,129,854 5,118 May 10 04:16 PM Kooyman John W Chief of Staff May 07 '24 Sale 93.47 3,497 326,882 3,181 May 09 04:07 PM Massey Sally Chief Human Resources Officer May 01 '24 Option Exercise 72.29 6,115 442,053 20,039 May 03 04:04 PM Massey Sally Chief Human Resources Officer May 01 '24 Sale 91.92 6,115 562,091 13,924 May 03 04:04 PM BILBREY JOHN P Director May 01 '24 Option Exercise 62.04 6,329 392,651 36,565 May 03 04:04 PM BILBREY JOHN P Director May 01 '24 Sale 91.59 6,329 579,696 30,236 May 03 04:04 PM Daniels Jennifer CLO and Secretary Feb 16 '24 Sale 83.96 5,790 486,108 63,236 Feb 20 05:05 PM Daniels Jennifer CLO and Secretary Feb 20 '24 Sale 84.67 3,538 299,578 59,698 Feb 20 05:05 PM Wallace Noel R. Chairman, President & CEO Feb 20 '24 Option Exercise 68.16 55,486 3,781,926 356,829 Feb 20 05:05 PM Wallace Noel R. Chairman, President & CEO Feb 20 '24 Sale 84.22 69,948 5,890,887 286,881 Feb 20 05:05 PM Wallace Noel R. Chairman, President & CEO Feb 16 '24 Sale 84.06 29,772 2,502,664 301,343 Feb 20 05:05 PM Parameswaran Prabha Grp Pres, Growth & Strategy Feb 16 '24 Option Exercise 68.16 56,836 3,873,942 75,517 Feb 20 04:22 PM Parameswaran Prabha Grp Pres, Growth & Strategy Feb 16 '24 Sale 84.02 56,836 4,775,378 18,681 Feb 20 04:22 PM Edwards Lisa Director Feb 13 '24 Option Exercise 69.38 2,078 144,172 11,805 Feb 15 04:09 PM Wallace Noel R. Chairman, President & CEO Feb 12 '24 Option Exercise 68.16 50,000 3,408,000 324,179 Feb 14 04:11 PM Wallace Noel R. Chairman, President & CEO Feb 12 '24 Sale 83.15 50,000 4,157,280 274,179 Feb 14 04:11 PM Kooyman John W Chief of Staff Feb 09 '24 Option Exercise 68.16 21,023 1,432,928 26,305 Feb 13 04:11 PM Kooyman John W Chief of Staff Feb 09 '24 Sale 83.60 21,023 1,757,458 5,282 Feb 13 04:11 PM Daniels Jennifer CLO and Secretary Feb 01 '24 Option Exercise 68.16 61,633 4,200,905 119,581 Feb 02 04:10 PM Daniels Jennifer CLO and Secretary Feb 01 '24 Sale 83.93 61,633 5,172,697 57,948 Feb 02 04:10 PM Malcolm Gregory EVP and Controller Feb 01 '24 Option Exercise 68.16 9,821 669,399 16,973 Feb 02 04:09 PM Malcolm Gregory EVP and Controller Feb 01 '24 Sale 85.35 8,930 762,184 8,043 Feb 02 04:09 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Jan 31 '24 Option Exercise 68.16 30,433 2,074,313 42,559 Feb 02 04:09 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Jan 31 '24 Sale 84.41 30,433 2,568,706 12,126 Feb 02 04:09 PM HARRIS C MARTIN Director Jan 31 '24 Option Exercise 62.04 2,760 171,230 22,032 Feb 02 04:09 PM HARRIS C MARTIN Director Jan 31 '24 Sale 84.50 2,760 233,220 19,272 Feb 02 04:09 PM Daniels Jennifer CLO and Secretary Nov 30 '23 Option Exercise 68.16 3,800 259,008 61,993 Dec 04 04:14 PM Daniels Jennifer CLO and Secretary Nov 30 '23 Sale 79.01 3,800 300,219 58,193 Dec 04 04:14 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Nov 28 '23 Option Exercise 68.16 15,000 1,022,400 27,371 Nov 30 04:29 PM Tsourapas Panagiotis Grp Pres, Eur& Developing Mkts Nov 28 '23 Sale 77.83 15,000 1,167,410 12,371 Nov 30 04:29 PM CAHILL JOHN T Director Nov 03 '23 Option Exercise 62.04 6,329 392,651 31,015 Nov 07 04:15 PM CAHILL JOHN T Director Nov 03 '23 Sale 74.92 6,329 474,170 24,686 Nov 07 04:15 PM Kooyman John W Chief of Staff Nov 03 '23 Sale 75.11 3,000 225,330 5,347 Nov 07 04:14 PM NORRINGTON LORRIE M Director Nov 02 '23 Option Exercise 62.04 6,329 392,651 37,636 Nov 06 04:22 PM NORRINGTON LORRIE M Director Nov 02 '23 Sale 74.56 6,329 471,919 31,307 Nov 06 04:22 PM Daniels Jennifer CLO and Secretary Sep 11 '23 Option Exercise 73.00 24,704 1,803,392 77,517 Sep 13 04:05 PM Daniels Jennifer CLO and Secretary Sep 11 '23 Sale 73.31 24,704 1,811,016 52,813 Sep 13 04:05 PM Wallace Noel R. Chairman, President & CEO Sep 11 '23 Option Exercise 73.00 48,627 3,549,771 295,596 Sep 13 04:04 PM Wallace Noel R. Chairman, President & CEO Sep 11 '23 Sale 73.37 48,627 3,567,982 246,969 Sep 13 04:04 PM
Index - P/E 11.09 EPS (ttm) 36.25 Insider Own 0.85% Shs Outstand 47.70M Perf Week -2.76%
Market Cap 18.59B Forward P/E 17.33 EPS next Y 23.20 Insider Trans -17.57% Shs Float 45.85M Perf Month 6.80%
Income 1.75B PEG 0.74 EPS next Q 5.85 Inst Own 91.69% Short Float 1.79% Perf Quarter -1.32%
Sales 4.93B P/S 3.77 EPS this Y 32.59% Inst Trans -0.80% Short Ratio 2.14 Perf Half Y 10.05%
Book/sh 64.75 P/B 6.21 EPS next Y 12.76% ROA 12.40% Short Interest 0.82M Perf Year 58.53%
Cash/sh 37.55 P/C 10.71 EPS next 5Y 15.00% ROE 28.56% 52W Range 235.79 - 443.87 Perf YTD 28.70%
Dividend Est. 3.40 (0.85%) P/FCF 15.34 EPS past 5Y 21.40% ROI 35.83% 52W High -9.41% Beta 0.91
Dividend TTM 3.55 (0.88%) Quick Ratio 2.50 Sales past 5Y 1.71% Gross Margin 35.65% 52W Low 70.54% ATR (14) 10.65
Dividend Ex-Date Aug 20, 2024 Current Ratio 2.89 EPS Y/Y TTM 160.63% Oper. Margin 23.31% RSI (14) 46.14 Volatility 2.76% 2.15%
Employees 11200 Debt/Eq 0.76 Sales Y/Y TTM -17.13% Profit Margin 35.52% Recom 1.86 Target Price 477.00
Option/Short Yes / Yes LT Debt/Eq 0.63 EPS Q/Q 546.13% Payout 23.61% Rel Volume 0.78 Prev Close 402.28
Sales Surprise 0.12% EPS Surprise 4.10% Sales Q/Q -4.93% Earnings Jul 24 AMC Avg Volume 384.82K Price 402.11
SMA20 -0.89% SMA50 -1.90% SMA200 8.83% Trades
Volume 300,566 Change -0.04%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-03-24 Initiated Goldman
Buy
$455
Sep-26-23 Downgrade Jefferies
Buy → Hold
$325 → $290
Oct-14-22 Upgrade Credit Suisse
Neutral → Outperform
$363
Apr-05-22 Initiated Credit Suisse
Neutral
$275
Jun-30-21 Upgrade Northcoast
Neutral → Buy
$230
Apr-12-21 Downgrade Longbow
Buy → Neutral
Mar-25-21 Upgrade Loop Capital
Hold → Buy
$160 → $184
Nov-13-20 Downgrade Loop Capital
Buy → Hold
$140
Jun-26-20 Upgrade Loop Capital
Hold → Buy
$126 → $140
Jun-19-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$135 → $150
May-28-20 Initiated Credit Suisse
Outperform
$146
Apr-17-20 Initiated Jefferies
Buy
$150
Jan-14-20 Initiated Berenberg
Buy
$191
Jan-07-20 Initiated Loop Capital
Hold
$178
Jul-08-19 Downgrade Buckingham Research
Buy → Neutral
$148
Dec-17-18 Upgrade Oppenheimer
Perform → Outperform
Nov-13-18 Upgrade Longbow
Neutral → Buy
Oct-01-18 Reiterated SunTrust
Buy
$132 → $135
Sep-05-17 Initiated Buckingham Research
Buy
$115
Jul-11-17 Resumed FBR & Co.
Outperform
$125
Show Previous Ratings
Aug-13-24 11:21AM
Aug-05-24 09:40AM
Aug-01-24 04:05PM
Jul-28-24 07:25AM
Jul-27-24 01:01AM
12:52PM
Loading…
Jul-25-24 12:52PM
Jul-24-24 04:13PM
04:05PM
12:45PM
09:50AM
Jul-23-24 03:37AM
03:01AM
Jul-22-24 03:22AM
Jul-19-24 04:05PM
09:40AM
10:00AM
Loading…
Jul-17-24 10:00AM
Jul-12-24 06:33PM
Jul-10-24 05:15PM
04:44AM
Jul-01-24 09:10AM
Jun-21-24 08:13PM
Jun-17-24 09:40AM
May-31-24 11:27AM
09:40AM
09:35AM
May-24-24 11:53AM
May-23-24 02:44PM
May-22-24 09:01AM
May-21-24 04:15PM
04:05PM
12:00PM
Loading…
May-17-24 12:00PM
May-13-24 03:00PM
May-08-24 12:15PM
May-06-24 02:35PM
May-01-24 01:00PM
09:16AM
08:30AM
Apr-30-24 04:05PM
12:54PM
Apr-29-24 09:15AM
Apr-27-24 01:05AM
Apr-26-24 09:47AM
08:51AM
06:55AM
(Thomson Reuters StreetEvents)
03:43AM
Apr-25-24 05:33PM
04:05PM
Apr-22-24 09:15AM
Apr-18-24 06:00PM
10:01AM
09:00AM
Apr-17-24 09:30AM
Apr-12-24 06:00PM
Apr-11-24 04:05PM
Apr-09-24 12:10PM
Apr-04-24 09:50AM
Apr-03-24 12:00PM
Apr-02-24 08:30AM
Apr-01-24 04:28AM
Mar-26-24 09:40AM
Mar-20-24 11:51AM
06:22AM
Mar-19-24 02:08PM
09:50AM
Mar-18-24 06:47PM
Mar-12-24 08:39AM
Mar-07-24 11:30AM
09:40AM
Feb-28-24 04:41AM
Feb-17-24 12:20AM
Feb-13-24 01:21AM
Feb-12-24 03:02PM
Feb-07-24 11:10AM
(Thomson Reuters StreetEvents) +7.65%
10:57AM
10:18AM
Feb-06-24 04:38PM
04:05PM
Feb-02-24 12:10PM
Feb-01-24 03:15PM
Jan-30-24 04:05PM
08:47AM
08:00AM
08:00AM
06:27AM
Jan-28-24 01:14PM
Jan-23-24 04:05PM
Jan-05-24 09:00AM
Jan-03-24 12:45PM
Dec-14-23 11:09AM
Dec-13-23 11:10AM
Dec-07-23 07:00AM
Nov-28-23 04:40PM
Nov-15-23 04:05PM
Nov-14-23 03:58PM
02:00PM
Nov-01-23 04:05PM
02:05PM
Oct-30-23 12:03PM
Oct-27-23 09:23AM
06:40AM
(Thomson Reuters StreetEvents)
Carlisle Cos., Inc. engages in the design, manufacture, and distribution of building envelope products and energy solutions. It operates through the Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) segments. The CCM segment produces single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer ("EPDM"), thermoplastic polyolefin ("TPO") and polyvinyl chloride ("PVC") membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. The CWT segment produces spray polyurethane foam technologies, architectural metal, heating, ventilation and air conditioning (HVAC) hardware and sealants, below-grade waterproofing, and air and vapor barrier systems focused on the weatherproofing and thermal performance of the building envelope. The company was founded by Charles S. Moomy in 1917 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SMITH DAVID W VP, Sustainability Jul 29 '24 Option Exercise 150.00 600 90,000 3,434 Jul 30 05:40 PM SMITH DAVID W VP, Sustainability Jul 29 '24 Sale 425.56 600 255,336 2,834 Jul 30 05:40 PM Zdimal Kevin P VP & Chief Financial Officer Jul 26 '24 Option Exercise 140.38 21,470 3,013,960 40,522 Jul 29 07:16 PM Zdimal Kevin P VP & Chief Financial Officer Jul 26 '24 Sale 425.29 21,470 9,130,892 35,641 Jul 29 07:16 PM David Smith Vice President Jul 29 '24 Proposed Sale 426.00 600 255,600 Jul 29 04:25 PM Kevin Zdimal Officer Jul 26 '24 Proposed Sale 412.00 21,470 8,845,640 Jul 26 02:10 PM KOCH D CHRISTIAN Chair, President & CEO May 20 '24 Option Exercise 150.00 54,927 8,239,050 141,579 May 21 06:12 PM KOCH D CHRISTIAN Chair, President & CEO May 21 '24 Option Exercise 150.00 3,663 549,450 90,105 May 21 06:12 PM KOCH D CHRISTIAN Chair, President & CEO May 20 '24 Sale 420.06 54,927 23,072,636 86,652 May 21 06:12 PM KOCH D CHRISTIAN Chair, President & CEO May 21 '24 Sale 420.53 3,663 1,540,415 86,652 May 21 06:12 PM ALDRICH STEPHEN VP & Chief Accounting Officer May 03 '24 Option Exercise 110.79 1,095 121,315 2,719 May 06 02:28 PM ALDRICH STEPHEN VP & Chief Accounting Officer May 03 '24 Sale 397.50 1,095 435,262 1,624 May 06 02:28 PM SMITH DAVID W VP, Sustainability May 06 '24 Option Exercise 151.16 2,037 307,920 3,839 May 06 02:25 PM SMITH DAVID W VP, Sustainability May 06 '24 Sale 405.58 2,037 826,166 2,834 May 06 02:25 PM KOCH D CHRISTIAN Chair, President & CEO Feb 21 '24 Option Exercise 161.41 36,947 5,963,615 123,599 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 22 '24 Option Exercise 161.41 719 116,054 87,371 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 21 '24 Sale 347.54 36,947 12,840,560 86,652 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 22 '24 Sale 350.00 719 251,650 86,652 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 16 '24 Option Exercise 161.41 16,800 2,711,688 103,452 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 15 '24 Option Exercise 161.41 6,454 1,041,740 93,106 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 16 '24 Sale 347.56 16,800 5,839,008 86,652 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 15 '24 Sale 347.53 6,454 2,242,928 86,652 Feb 20 01:20 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Option Exercise 167.86 8,101 1,359,860 7,812 Feb 12 02:45 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Option Exercise 174.37 795 138,624 1,000 Feb 12 02:45 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Sale 339.64 8,101 2,751,390 5,212 Feb 12 02:45 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Sale 337.33 795 268,178 655 Feb 12 02:45 PM Schwar Stephen President, CCM Feb 08 '24 Option Exercise 93.80 4,000 375,202 10,186 Feb 12 02:04 PM Schwar Stephen President, CCM Feb 08 '24 Sale 339.98 4,000 1,359,936 8,936 Feb 12 02:04 PM SMITH DAVID W VP, Sustainability Feb 08 '24 Option Exercise 110.37 700 77,259 3,392 Feb 12 01:50 PM SMITH DAVID W VP, Sustainability Feb 08 '24 Sale 338.54 700 236,978 2,834 Feb 12 01:50 PM Selbach Scott C Exec VP, Secy & Gen Counsel Feb 08 '24 Option Exercise 157.35 22,519 3,543,391 90,147 Feb 12 01:40 PM Selbach Scott C Exec VP, Secy & Gen Counsel Feb 08 '24 Sale 341.02 22,519 7,679,416 81,427 Feb 12 01:40 PM Berlin John E President, CIT Feb 08 '24 Sale 337.42 6,319 2,132,174 25,320 Feb 12 01:11 PM
Index - P/E 29.01 EPS (ttm) 15.91 Insider Own 5.33% Shs Outstand 23.18M Perf Week -5.06%
Market Cap 10.75B Forward P/E 26.05 EPS next Y 17.71 Insider Trans -1.33% Shs Float 22.04M Perf Month 0.78%
Income 371.02M PEG 1.93 EPS next Q 3.61 Inst Own 89.30% Short Float 6.31% Perf Quarter 18.82%
Sales 1.42B P/S 7.58 EPS this Y 20.82% Inst Trans 2.65% Short Ratio 9.13 Perf Half Y -13.41%
Book/sh 53.99 P/B 8.55 EPS next Y 17.28% ROA 10.56% Short Interest 1.39M Perf Year 14.51%
Cash/sh - P/C - EPS next 5Y 15.00% ROE 34.85% 52W Range 325.01 - 548.47 Perf YTD 37.80%
Dividend Est. 0.60 (0.13%) P/FCF 11.74 EPS past 5Y 53.36% ROI 25.74% 52W High -15.86% Beta 1.09
Dividend TTM 0.59 (0.13%) Quick Ratio - Sales past 5Y 40.80% Gross Margin - 52W Low 42.00% ATR (14) 11.36
Dividend Ex-Date Aug 29, 2024 Current Ratio 0.38 EPS Y/Y TTM 61.15% Oper. Margin 32.58% RSI (14) 47.94 Volatility 2.40% 2.04%
Employees 574 Debt/Eq 0.15 Sales Y/Y TTM 39.86% Profit Margin 26.17% Recom 2.77 Target Price 449.00
Option/Short Yes / Yes LT Debt/Eq 0.15 EPS Q/Q 27.03% Payout 4.24% Rel Volume 0.61 Prev Close 465.09
Sales Surprise 4.89% EPS Surprise 6.41% Sales Q/Q 29.62% Earnings Jul 25 AMC Avg Volume 152.38K Price 461.50
SMA20 -3.56% SMA50 6.49% SMA200 10.40% Trades
Volume 93,268 Change -0.77%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-12-24 Initiated Oppenheimer
Perform
May-20-24 Initiated TD Cowen
Hold
$403
Apr-29-24 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$555 → $425
Feb-28-24 Downgrade BMO Capital Markets
Outperform → Market Perform
$434 → $544
Sep-22-23 Initiated Wolfe Research
Outperform
$521
Jun-02-23 Upgrade BMO Capital Markets
Underperform → Outperform
$270 → $389
Feb-21-23 Downgrade Compass Point
Buy → Neutral
$350
Jan-20-23 Initiated BMO Capital Markets
Underperform
$230
Dec-20-22 Upgrade Compass Point
Neutral → Buy
$330
Dec-12-22 Initiated Jefferies
Hold
$295
Aug-15-22 Downgrade Compass Point
Buy → Neutral
$310
Apr-16-21 Resumed JP Morgan
Neutral
$230 → $186
Feb-26-21 Upgrade Compass Point
Neutral → Buy
$225
Sep-18-20 Initiated Compass Point
Neutral
$202
Sep-06-19 Initiated JMP Securities
Mkt Perform
Dec-07-18 Upgrade William Blair
Mkt Perform → Outperform
Oct-09-17 Downgrade William Blair
Outperform → Mkt Perform
Show Previous Ratings
Aug-24-24 02:20PM
Aug-15-24 04:10PM
Aug-11-24 04:47PM
04:44PM
Jul-25-24 04:10PM
06:15AM
Loading…
Jul-15-24 06:15AM
Jul-08-24 04:10PM
Jul-01-24 08:42AM
Jun-12-24 06:15PM
10:07AM
Jun-06-24 06:15PM
May-31-24 06:15PM
May-15-24 04:10PM
09:00AM
06:06AM
09:37AM
Loading…
May-13-24 09:37AM
Apr-30-24 12:50PM
09:45AM
Apr-27-24 03:06AM
Apr-26-24 01:01PM
Apr-25-24 08:30PM
04:10PM
Apr-24-24 09:40AM
Apr-22-24 09:15AM
Apr-18-24 10:01AM
Apr-17-24 06:15PM
12:45PM
12:00PM
Apr-12-24 09:13AM
Apr-11-24 12:10PM
04:05PM
Loading…
Apr-04-24 04:05PM
Mar-29-24 09:00AM
Mar-20-24 06:00PM
Mar-18-24 09:00AM
Mar-14-24 05:50PM
Mar-12-24 12:48PM
12:45PM
12:00PM
Mar-05-24 09:00AM
Feb-26-24 09:45AM
Feb-21-24 09:00AM
Feb-17-24 08:21AM
Feb-16-24 08:41AM
Feb-15-24 07:00PM
04:07PM
Feb-13-24 04:10PM
Feb-12-24 09:16AM
Feb-08-24 10:00AM
Feb-07-24 05:51AM
Feb-06-24 09:00AM
04:22AM
Jan-25-24 04:05PM
09:50AM
Jan-22-24 09:45AM
Jan-16-24 09:00AM
Jan-05-24 06:45AM
Dec-13-23 04:06AM
Dec-08-23 12:45PM
Nov-22-23 12:45PM
Nov-15-23 04:10PM
Nov-11-23 12:31AM
Nov-01-23 09:35AM
Oct-29-23 12:04PM
Oct-27-23 06:57AM
Oct-26-23 04:10PM
Oct-18-23 12:45PM
Oct-10-23 04:10PM
09:15AM
Oct-05-23 09:00AM
Oct-03-23 05:50PM
Oct-02-23 12:45PM
Sep-28-23 09:45AM
Sep-14-23 12:45PM
Aug-28-23 12:45PM
Aug-16-23 04:10PM
Aug-11-23 12:45PM
Jul-27-23 04:05PM
Jul-21-23 02:18PM
Jul-14-23 12:45PM
Jul-11-23 12:10PM
Jul-10-23 04:05PM
Jun-28-23 12:45PM
Jun-21-23 08:00PM
Jun-12-23 12:45PM
May-31-23 12:00PM
May-25-23 12:45PM
May-15-23 04:10PM
May-09-23 12:45PM
Apr-27-23 04:10PM
Apr-26-23 08:00PM
Apr-20-23 12:45PM
Apr-10-23 12:10PM
Apr-05-23 04:05PM
Apr-04-23 12:45PM
Mar-13-23 12:45PM
Mar-06-23 04:05PM
Feb-16-23 04:10PM
Feb-15-23 04:10PM
Feb-07-23 12:10PM
Feb-02-23 09:30AM
Kinsale Capital Group, Inc. is a property and casualty insurance company, which focuses exclusively on the excess and surplus lines market in the U.S., where it can use its underwriting expertise to write coverages for hard-to-place, small business risks, and personal lines risks. The company was founded by Michael P. Kehoe on June 3, 2009 and is headquartered in Richmond, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kronenberg Anne C. Director Jul 30 '24 Sale 443.11 1,000 443,110 8,039 Jul 31 04:07 PM Anne C. Kronenberg Director Jul 30 '24 Proposed Sale 441.00 1,000 441,000 Jul 30 04:39 PM Haney Brian D. President and COO Jun 13 '24 Sale 386.04 1,500 579,055 62,331 Jun 14 04:06 PM Kehoe Michael P Chairman and CEO Jun 04 '24 Option Exercise 16.00 3,000 48,000 306,410 Jun 05 04:09 PM Kehoe Michael P Chairman and CEO Jun 04 '24 Sale 380.77 4,000 1,523,063 302,410 Jun 05 04:09 PM Kehoe Michael P Chairman and CEO Jun 04 '24 Sale 380.77 3,000 1,142,296 585,738 Jun 05 04:09 PM Haney Brian D. President and COO Apr 30 '24 Option Exercise 16.00 9,000 144,000 99,628 May 01 04:09 PM Haney Brian D. President and COO Apr 30 '24 Sale 367.74 3,778 1,389,334 95,850 May 01 04:09 PM Haney Brian D. President and COO Mar 07 '24 Sale 544.83 1,500 817,249 63,831 Mar 11 04:07 PM Russell Frederick L. Jr. Director Mar 05 '24 Option Exercise 16.00 2,000 32,000 2,887 Mar 07 11:29 AM Russell Frederick L. Jr. Director Mar 05 '24 Sale 524.09 2,000 1,048,180 887 Mar 07 11:29 AM Kehoe Michael P Chairman and CEO Mar 04 '24 Option Exercise 16.00 3,000 48,000 307,972 Mar 06 06:31 PM Kehoe Michael P Chairman and CEO Mar 04 '24 Sale 523.73 4,000 2,094,939 303,972 Mar 06 06:31 PM Kehoe Michael P Chairman and CEO Mar 04 '24 Sale 523.73 3,000 1,571,201 588,738 Mar 06 06:31 PM Kronenberg Anne C. Director Feb 27 '24 Sale 511.14 600 306,684 9,039 Feb 28 04:01 PM Petrucelli Bryan P. EVP, CFO and Treasurer Feb 21 '24 Option Exercise 16.00 10,000 160,000 70,590 Feb 23 04:01 PM Petrucelli Bryan P. EVP, CFO and Treasurer Feb 21 '24 Sale 498.71 10,000 4,987,140 60,590 Feb 23 04:01 PM Russell Frederick L. Jr. Director Feb 20 '24 Option Exercise 16.00 2,000 32,000 2,887 Feb 21 04:08 PM Russell Frederick L. Jr. Director Feb 20 '24 Sale 493.93 2,000 987,860 887 Feb 21 04:08 PM RITCHIE JAMES JOSEPH Director Feb 20 '24 Sale 500.78 2,011 1,007,069 10,443 Feb 21 04:08 PM Lippincott Robert III Chairman Feb 20 '24 Sale 496.77 1,610 799,805 9,353 Feb 21 04:07 PM BENSINGER STEVEN J Director Feb 20 '24 Option Exercise 16.00 16,000 256,000 44,034 Feb 21 04:07 PM BENSINGER STEVEN J Director Feb 20 '24 Sale 496.13 16,000 7,938,150 28,034 Feb 21 04:07 PM Russell Frederick L. Jr. Director Nov 27 '23 Sale 365.85 841 307,680 440 Nov 28 04:18 PM Haney Brian D. EVP and COO Nov 21 '23 Sale 357.33 1,500 535,995 65,331 Nov 22 04:05 PM Kehoe Michael P CEO and President Nov 02 '23 Option Exercise 16.00 3,000 48,000 310,117 Nov 06 04:13 PM Kehoe Michael P CEO and President Nov 02 '23 Sale 343.48 4,000 1,373,915 306,117 Nov 06 04:13 PM Kehoe Michael P CEO and President Nov 02 '23 Sale 343.48 3,000 1,030,430 591,738 Nov 06 04:13 PM Russell Frederick L. Jr. Director Nov 01 '23 Option Exercise 16.00 4,000 64,000 5,281 Nov 03 04:11 PM Russell Frederick L. Jr. Director Nov 01 '23 Sale 344.54 4,000 1,378,145 1,281 Nov 03 04:11 PM Haney Brian D. EVP and COO Sep 12 '23 Sale 414.60 1,500 621,905 66,831 Sep 14 04:14 PM
Index RUT P/E 9.52 EPS (ttm) 6.74 Insider Own 2.66% Shs Outstand 106.92M Perf Week -3.66%
Market Cap 6.69B Forward P/E 7.17 EPS next Y 8.95 Insider Trans -19.08% Shs Float 101.47M Perf Month 9.12%
Income 733.01M PEG - EPS next Q 2.08 Inst Own 99.72% Short Float 1.92% Perf Quarter 13.02%
Sales 7.39B P/S 0.91 EPS this Y 15.70% Inst Trans -3.25% Short Ratio 2.26 Perf Half Y 9.81%
Book/sh 52.75 P/B 1.22 EPS next Y 10.86% ROA 8.21% Short Interest 1.95M Perf Year 39.49%
Cash/sh 2.39 P/C 26.88 EPS next 5Y -6.80% ROE 13.85% 52W Range 37.23 - 69.62 Perf YTD 20.24%
Dividend Est. - P/FCF - EPS past 5Y 30.73% ROI 9.47% 52W High -7.86% Beta 1.96
Dividend TTM - Quick Ratio 0.64 Sales past 5Y 12.72% Gross Margin 24.00% 52W Low 72.31% ATR (14) 1.94
Dividend Ex-Date - Current Ratio 6.03 EPS Y/Y TTM -25.49% Oper. Margin 14.22% RSI (14) 49.90 Volatility 2.86% 2.54%
Employees 2800 Debt/Eq 0.41 Sales Y/Y TTM -10.46% Profit Margin 9.92% Recom 2.18 Target Price 76.33
Option/Short Yes / Yes LT Debt/Eq 0.41 EPS Q/Q -12.12% Payout 0.00% Rel Volume 0.76 Prev Close 64.02
Sales Surprise 6.66% EPS Surprise -2.22% Sales Q/Q -3.37% Earnings Jul 26 BMO Avg Volume 861.58K Price 64.15
SMA20 0.30% SMA50 3.20% SMA200 13.36% Trades
Volume 650,533 Change 0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-19-24 Upgrade BTIG Research
Neutral → Buy
$78
Jul-24-24 Initiated Raymond James
Outperform
$75
Jan-22-24 Downgrade Seaport Research Partners
Buy → Neutral
Jan-12-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$43 → $57
Dec-18-23 Downgrade Wedbush
Outperform → Neutral
$52
Dec-08-23 Upgrade Deutsche Bank
Hold → Buy
$50 → $57
Nov-02-23 Upgrade Seaport Research Partners
Neutral → Buy
$50
Jun-14-23 Initiated Seaport Research Partners
Neutral
Jun-01-23 Initiated Deutsche Bank
Hold
$50
Oct-27-22 Downgrade BTIG Research
Buy → Neutral
Jul-28-22 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$28 → $29
Jul-11-22 Upgrade Credit Suisse
Neutral → Outperform
$33
Jun-22-22 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$32 → $28
Jun-16-22 Downgrade B. Riley Securities
Buy → Neutral
$36 → $28
Apr-05-22 Initiated Credit Suisse
Neutral
$32
Mar-31-22 Downgrade Barclays
Overweight → Equal Weight
$41 → $33
Apr-16-21 Initiated Wells Fargo
Equal Weight
$34
Mar-16-21 Initiated Wolfe Research
Peer Perform
Feb-22-21 Initiated KeyBanc Capital Markets
Sector Weight
Jan-22-21 Initiated Janney
Neutral
Show Previous Ratings
Sep-05-24 08:50AM
Aug-28-24 09:40AM
Aug-19-24 09:34AM
Aug-12-24 09:40AM
Jul-31-24 06:03AM
07:03AM
Loading…
Jul-29-24 07:03AM
Jul-26-24 12:00PM
09:40AM
08:50AM
Jul-24-24 09:30AM
07:44AM
07:25AM
06:22AM
(Associated Press Finance)
06:15AM
Jul-23-24 07:03AM
03:10AM
Loading…
03:10AM
Jul-22-24 06:03AM
Jul-11-24 07:48AM
07:48AM
Jul-09-24 03:49AM
Jun-26-24 06:55AM
Jun-25-24 01:21PM
Jun-24-24 07:03AM
Jun-07-24 12:03PM
09:40AM
May-22-24 09:40AM
May-14-24 12:00PM
07:03AM
May-10-24 08:50AM
May-07-24 11:34AM
09:40AM
Loading…
May-03-24 09:40AM
May-01-24 11:24AM
10:59AM
07:51AM
03:08AM
Apr-30-24 11:00AM
10:54AM
10:00AM
07:52AM
06:21AM
(Associated Press Finance)
06:15AM
Apr-24-24 07:03AM
Apr-18-24 08:00AM
(Investor's Business Daily)
Apr-02-24 06:55AM
Apr-01-24 08:44AM
Mar-25-24 01:00PM
Mar-18-24 07:03AM
Mar-05-24 11:52PM
06:03AM
Feb-29-24 04:25PM
Feb-22-24 12:00PM
Feb-19-24 08:50AM
Feb-15-24 12:46PM
11:39AM
09:40AM
Feb-14-24 10:41PM
(Thomson Reuters StreetEvents) +5.56%
09:30AM
07:25AM
06:55AM
06:39AM
06:34AM
(Associated Press Finance)
06:15AM
Feb-09-24 09:15AM
Jan-30-24 09:40AM
Jan-23-24 06:05PM
Jan-17-24 06:55AM
Jan-12-24 09:40AM
Jan-04-24 06:03AM
Dec-18-23 05:39AM
Dec-15-23 06:55AM
Dec-13-23 06:03AM
Dec-11-23 06:04AM
Nov-29-23 06:03AM
Nov-06-23 09:30AM
09:30AM
07:03AM
Nov-01-23 07:03AM
Oct-27-23 12:00PM
09:40AM
Oct-26-23 09:39AM
02:26AM
(Thomson Reuters StreetEvents)
Oct-25-23 09:30AM
08:11AM
07:25AM
06:23AM
(Associated Press Finance)
06:15AM
Oct-23-23 03:37PM
Oct-12-23 07:03AM
Oct-11-23 03:46PM
Sep-27-23 02:49PM
(American City Business Journals)
01:03PM
09:40AM
06:55AM
Sep-14-23 09:40AM
09:32AM
05:02AM
Sep-11-23 09:40AM
Aug-30-23 07:23AM
Aug-29-23 09:45AM
09:40AM
Taylor Morrison Home Corp. engages in the business of residential homebuilding and the development of lifestyle communities. It operates through the following segments: East, Central, West, and Financial Services. The East segment includes operations in Atlanta, Charlotte, Chicago, Orlando, Raleigh, Southwest Florida, and Tampa regions. The Central segment consists of Austin, Dallas, Denver, and Houston. The West segment covers Bay Area, Phoenix, Sacramento, and Southern California. The Financial Services segment provides a number of finance-related services through mortgage lending operations. The company was founded on November 15, 2012 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LYON WILLIAM H Director Jul 26 '24 Sale 68.25 28,259 1,928,677 2,197,057 Jul 29 06:53 PM LYON WILLIAM H Director Jul 29 '24 Sale 68.03 1,741 118,440 2,195,316 Jul 29 06:53 PM LYON WILLIAM H Director Jul 18 '24 Sale 66.31 30,000 1,989,300 2,225,316 Jul 22 04:02 PM LYON WILLIAM H Director Jul 16 '24 Sale 64.33 30,000 1,929,900 2,255,316 Jul 17 06:43 PM Palmer Sheryl Chairman, President and CEO May 15 '24 Sale 61.70 100,000 6,170,000 19,211 May 16 05:14 PM LYON WILLIAM H Director Mar 28 '24 Sale 62.32 153,000 9,535,590 40,570 Mar 29 07:35 PM LYON WILLIAM H Director Mar 22 '24 Sale 60.33 164,000 9,894,120 43,570 Mar 25 04:18 PM Palmer Sheryl Chairman, President and CEO Mar 15 '24 Sale 56.61 100,000 5,661,000 119,211 Mar 19 04:03 PM LYON WILLIAM H Director Mar 07 '24 Sale 58.16 46,668 2,714,211 2,577,316 Mar 07 08:37 PM LYON WILLIAM H Director Mar 04 '24 Sale 58.33 77,210 4,503,723 57,570 Mar 05 09:07 PM LYON WILLIAM H Director Mar 05 '24 Sale 58.12 40,122 2,331,891 2,623,984 Mar 05 09:07 PM VANHYFTE CURTIS CFO Mar 01 '24 Sale 57.70 9,874 569,730 7,765 Mar 05 09:06 PM VANHYFTE CURTIS CFO Mar 04 '24 Sale 57.89 7,765 449,516 0 Mar 05 09:06 PM Terracciano Joseph Chief Accounting Officer Feb 29 '24 Sale 56.52 1,582 89,415 0 Mar 04 04:05 PM Terracciano Joseph Chief Accounting Officer Feb 23 '24 Sale 55.87 724 40,450 0 Feb 26 06:02 PM LYON WILLIAM H Director Feb 15 '24 Sale 56.68 109,704 6,218,023 2,727,316 Feb 16 06:02 PM LYON WILLIAM H Director Feb 14 '24 Sale 56.01 20,896 1,170,385 2,837,020 Feb 16 06:02 PM LYON WILLIAM H Director Feb 12 '24 Sale 56.04 33,400 1,871,596 71,570 Feb 13 06:46 PM LYON WILLIAM H Director Dec 27 '23 Sale 54.07 17,984 972,395 2,877,316 Dec 28 04:03 PM LYON WILLIAM H Director Dec 26 '23 Sale 54.10 139,661 7,555,758 85,570 Dec 27 04:02 PM LYON WILLIAM H Director Dec 22 '23 Sale 54.00 97 5,238 95,366 Dec 27 04:02 PM LYON WILLIAM H Director Dec 20 '23 Sale 54.01 2,285 123,412 0 Dec 22 05:27 PM LYON WILLIAM H Director Dec 21 '23 Sale 54.16 100 5,416 3,025,230 Dec 22 05:27 PM LYON WILLIAM H Director Dec 14 '23 Sale 52.17 129,002 6,730,065 127 Dec 18 04:01 PM Palmer Sheryl Chairman, President and CEO Sep 12 '23 Option Exercise 20.19 112,500 2,270,835 472,586 Sep 13 04:02 PM Palmer Sheryl Chairman, President and CEO Sep 12 '23 Sale 46.01 112,500 5,176,125 399,942 Sep 13 04:02 PM
Index RUT P/E 22.72 EPS (ttm) 5.23 Insider Own 13.43% Shs Outstand 45.11M Perf Week 1.16%
Market Cap 5.31B Forward P/E 14.97 EPS next Y 7.93 Insider Trans -12.70% Shs Float 38.75M Perf Month 6.36%
Income 237.17M PEG 2.88 EPS next Q 1.64 Inst Own 83.72% Short Float 2.19% Perf Quarter 3.40%
Sales 3.31B P/S 1.61 EPS this Y 8.61% Inst Trans -2.40% Short Ratio 2.81 Perf Half Y 3.46%
Book/sh 44.21 P/B 2.69 EPS next Y 20.52% ROA 5.73% Short Interest 0.85M Perf Year 31.58%
Cash/sh 2.54 P/C 46.74 EPS next 5Y 7.90% ROE 12.24% 52W Range 88.05 - 133.64 Perf YTD 9.55%
Dividend Est. 1.48 (1.25%) P/FCF 17.27 EPS past 5Y 7.05% ROI 6.12% 52W High -11.15% Beta 0.62
Dividend TTM 1.43 (1.20%) Quick Ratio 3.04 Sales past 5Y 14.49% Gross Margin 48.92% 52W Low 34.86% ATR (14) 2.46
Dividend Ex-Date Aug 15, 2024 Current Ratio 4.03 EPS Y/Y TTM 4.75% Oper. Margin 12.90% RSI (14) 57.44 Volatility 2.25% 1.75%
Employees 19000 Debt/Eq 1.01 Sales Y/Y TTM 12.64% Profit Margin 7.17% Recom 1.80 Target Price 135.00
Option/Short Yes / Yes LT Debt/Eq 0.96 EPS Q/Q 9.55% Payout 28.34% Rel Volume 0.59 Prev Close 119.10
Sales Surprise 0.75% EPS Surprise 3.93% Sales Q/Q 10.71% Earnings Jul 25 BMO Avg Volume 302.27K Price 118.74
SMA20 1.02% SMA50 6.32% SMA200 3.15% Trades
Volume 178,796 Change -0.30%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-07-24 Initiated BTIG Research
Neutral
Apr-29-24 Upgrade Loop Capital
Hold → Buy
$125 → $140
Apr-10-24 Upgrade TD Cowen
Hold → Buy
$130 → $145
Nov-01-23 Initiated TD Cowen
Market Perform
$120
Jan-05-23 Upgrade Stephens
Equal-Weight → Overweight
Dec-14-22 Initiated Credit Suisse
Neutral
$88
Oct-17-22 Upgrade Credit Suisse
Underperform → Neutral
$83 → $88
Sep-27-22 Initiated Loop Capital
Hold
$80
Dec-21-21 Resumed Jefferies
Buy
$105
Jun-22-21 Downgrade Credit Suisse
Outperform → Underperform
$74 → $83
May-24-21 Downgrade Janney
Buy → Neutral
Sep-03-20 Upgrade Credit Suisse
Neutral → Outperform
$86 → $74
Aug-12-20 Upgrade Barclays
Equal Weight → Overweight
$75 → $80
Jul-24-20 Downgrade Wedbush
Outperform → Neutral
Mar-25-20 Upgrade Janney
Neutral → Buy
Mar-24-20 Upgrade Wedbush
Neutral → Outperform
$95 → $78
Oct-24-19 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Dec-03-18 Downgrade Wedbush
Outperform → Neutral
$90
Oct-26-18 Upgrade Wedbush
Neutral → Outperform
$90
May-25-18 Downgrade Credit Suisse
Outperform → Neutral
Show Previous Ratings
Aug-08-24 04:30PM
Jul-25-24 07:15AM
06:00AM
Jun-10-24 11:27PM
May-28-24 03:38PM
06:00AM
Loading…
May-16-24 06:00AM
Apr-25-24 03:32PM
09:58AM
07:10AM
06:00AM
Apr-24-24 09:15AM
Apr-18-24 10:01AM
Apr-16-24 12:10PM
Apr-12-24 09:15AM
Feb-15-24 05:15PM
09:07AM
Loading…
09:07AM
Feb-12-24 05:09AM
Feb-01-24 03:53PM
06:36AM
06:00AM
Jan-31-24 09:15AM
Jan-29-24 12:45PM
Jan-25-24 10:00AM
Jan-11-24 12:45PM
Dec-21-23 08:46AM
Dec-04-23 09:15AM
Nov-16-23 09:15AM
Nov-15-23 09:40AM
Nov-06-23 05:40AM
Oct-31-23 11:47PM
12:45PM
Loading…
Oct-30-23 12:45PM
Oct-26-23 02:23PM
12:20PM
09:30AM
07:15AM
06:25AM
06:00AM
Oct-19-23 10:01AM
Oct-18-23 09:15AM
Aug-31-23 07:00AM
Aug-17-23 12:42PM
Aug-10-23 11:49AM
Aug-09-23 06:04AM
Aug-01-23 06:07AM
Jul-27-23 09:30AM
07:25AM
06:00AM
Jun-21-23 08:00PM
May-16-23 06:24AM
May-07-23 08:06AM
Apr-27-23 06:00AM
Apr-26-23 08:00PM
Apr-06-23 07:18AM
Mar-31-23 06:15PM
Mar-15-23 06:15PM
Mar-07-23 05:40AM
Mar-03-23 06:15PM
Feb-08-23 05:18AM
Feb-02-23 07:15AM
06:00AM
Jan-20-23 06:15PM
Jan-12-23 06:15PM
Nov-28-22 01:13PM
Nov-08-22 05:38AM
Oct-30-22 08:10AM
Oct-28-22 06:42AM
Oct-27-22 10:38AM
07:25AM
06:00AM
Sep-04-22 08:35AM
Aug-31-22 06:00AM
Aug-08-22 06:29AM
Jul-31-22 08:15AM
Jul-28-22 07:15AM
06:00AM
Jul-27-22 12:10PM
Jul-13-22 07:39AM
Jun-29-22 12:45PM
Jun-13-22 06:32AM
May-12-22 06:14AM
May-09-22 06:13AM
Apr-28-22 07:15AM
06:00AM
Feb-08-22 07:25AM
Feb-07-22 01:38PM
Feb-02-22 09:38AM
Jan-21-22 01:38PM
Jan-20-22 05:28PM
03:02PM
Dec-31-21 02:45AM
Dec-29-21 06:51PM
10:29AM
09:54AM
Dec-28-21 10:00AM
Dec-22-21 10:00AM
Dec-21-21 10:10AM
06:39AM
Dec-20-21 11:14AM
Dec-17-21 09:00PM
09:18AM
FirstCash Holdings, Inc. operates retail pawn stores in the United States and Latin America. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, sporting goods, and musical instruments, and retails merchandise acquired through collateral forfeitures on forfeited pawn loans and over-the-counter purchases of merchandise directly from customers. The firm is also involved in melting scrap jewelry, as well as selling gold, silver, and diamonds in commodity markets. The company was founded in 1988 and is headquartered in Fort Worth, Texas.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rippel Douglas Richard Director Aug 30 '24 Sale 119.98 7,316 877,774 4,735,843 Sep 04 07:42 PM Rippel Douglas Richard Director Aug 26 '24 Sale 120.01 2,864 343,709 4,743,159 Aug 28 05:51 PM AFF SERVICES, INC Director Aug 26 '24 Proposed Sale 120.01 1,494,415 179,341,456 Aug 26 04:35 PM ORR R DOUGLAS EVP & Chief Financial Officer Aug 05 '24 Sale 107.19 4,000 428,760 42,728 Aug 05 05:53 PM ORR R DOUGLAS EVP & Chief Financial Officer Aug 05 '24 Sale 107.18 2,000 214,360 90,715 Aug 05 05:53 PM YELLOW LAB PROPERTIES,LP Officer Aug 05 '24 Proposed Sale 111.52 2,000 223,040 Aug 05 04:24 PM JAYNE M ORR IRREVOCABLE TRUST Officer Aug 05 '24 Proposed Sale 111.52 2,000 223,040 Aug 05 04:24 PM ROBERT DOUGLAS ORR JR. IRRV TR Officer Aug 05 '24 Proposed Sale 111.52 2,000 223,040 Aug 05 04:23 PM Rippel Douglas Richard Director May 22 '24 Sale 117.90 720,950 85,000,005 4,746,023 May 24 06:24 PM ORR R DOUGLAS EVP & Chief Financial Officer May 06 '24 Sale 116.55 4,000 466,180 44,728 May 06 05:30 PM ORR R DOUGLAS EVP & Chief Financial Officer May 06 '24 Sale 116.53 2,000 233,060 92,715 May 06 05:30 PM Rippel Douglas Richard Director Mar 13 '24 Sale 119.90 21,852 2,620,055 5,502,761 Mar 15 05:49 PM Rippel Douglas Richard Director Mar 14 '24 Sale 117.59 18,393 2,162,833 5,484,368 Mar 15 05:49 PM Rippel Douglas Richard Director Mar 15 '24 Sale 118.73 17,395 2,065,308 5,466,973 Mar 15 05:49 PM Rippel Douglas Richard Director Mar 11 '24 Sale 116.32 21,959 2,554,271 5,541,335 Mar 12 05:14 PM Rippel Douglas Richard Director Mar 12 '24 Sale 117.73 16,722 1,968,681 5,524,613 Mar 12 05:14 PM Rippel Douglas Richard Director Mar 08 '24 Sale 115.45 16,350 1,887,608 5,563,294 Mar 12 05:14 PM Rippel Douglas Richard Director Mar 06 '24 Sale 115.17 7,891 908,806 5,584,711 Mar 07 06:10 PM Rippel Douglas Richard Director Mar 05 '24 Sale 115.18 5,546 638,788 5,592,602 Mar 07 06:10 PM Rippel Douglas Richard Director Mar 07 '24 Sale 115.15 5,067 583,465 5,579,644 Mar 07 06:10 PM Rippel Douglas Richard Director Mar 04 '24 Sale 115.30 9,320 1,074,596 5,598,148 Mar 04 05:37 PM Rippel Douglas Richard Director Feb 29 '24 Sale 115.55 7,164 827,800 5,613,384 Mar 04 05:37 PM Rippel Douglas Richard Director Mar 01 '24 Sale 115.09 5,916 680,872 5,607,468 Mar 04 05:37 PM Rippel Douglas Richard Director Feb 27 '24 Sale 115.84 21,806 2,526,007 5,638,255 Feb 28 04:54 PM Rippel Douglas Richard Director Feb 28 '24 Sale 116.32 17,707 2,059,678 5,620,548 Feb 28 04:54 PM Rippel Douglas Richard Director Feb 26 '24 Sale 117.34 15,330 1,798,822 5,660,061 Feb 28 04:54 PM Rippel Douglas Richard Director Feb 21 '24 Sale 117.43 25,737 3,022,296 5,713,089 Feb 23 05:26 PM Rippel Douglas Richard Director Feb 22 '24 Sale 117.93 23,236 2,740,221 5,689,853 Feb 23 05:26 PM Rippel Douglas Richard Director Feb 23 '24 Sale 118.08 14,462 1,707,673 5,675,391 Feb 23 05:26 PM Rippel Douglas Richard Director Feb 16 '24 Sale 119.68 31,930 3,821,382 5,767,238 Feb 20 06:18 PM Rippel Douglas Richard Director Feb 20 '24 Sale 118.16 28,412 3,357,162 5,738,826 Feb 20 06:18 PM Rippel Douglas Richard Director Feb 13 '24 Sale 117.95 37,867 4,466,413 5,847,740 Feb 15 04:41 PM Rippel Douglas Richard Director Feb 15 '24 Sale 119.26 24,398 2,909,705 5,799,168 Feb 15 04:41 PM Rippel Douglas Richard Director Feb 14 '24 Sale 119.55 24,174 2,890,002 5,823,566 Feb 15 04:41 PM Rippel Douglas Richard Director Feb 09 '24 Sale 117.81 20,499 2,414,987 5,905,632 Feb 12 06:05 PM Rippel Douglas Richard Director Feb 08 '24 Sale 116.32 20,518 2,386,654 5,926,131 Feb 12 06:05 PM Rippel Douglas Richard Director Feb 12 '24 Sale 118.91 20,025 2,381,173 5,885,607 Feb 12 06:05 PM Rippel Douglas Richard Director Feb 07 '24 Sale 116.10 25,968 3,014,885 5,946,649 Feb 07 04:56 PM Rippel Douglas Richard Director Feb 06 '24 Sale 116.34 25,063 2,915,829 5,972,617 Feb 07 04:56 PM Rippel Douglas Richard Director Feb 05 '24 Sale 117.34 19,020 2,231,807 5,997,680 Feb 07 04:56 PM ORR R DOUGLAS EVP & Chief Financial Officer Feb 05 '24 Sale 116.22 6,000 697,350 46,728 Feb 05 05:50 PM ORR R DOUGLAS EVP & Chief Financial Officer Feb 05 '24 Sale 116.25 3,000 348,750 94,715 Feb 05 05:50 PM ORR R DOUGLAS EVP & Chief Financial Officer Nov 21 '23 Sale 111.97 6,000 671,790 49,728 Nov 22 04:16 PM ORR R DOUGLAS EVP & Chief Financial Officer Nov 21 '23 Sale 111.94 3,000 335,820 66,459 Nov 22 04:16 PM Rippel Douglas Richard Director Nov 07 '23 Sale 109.44 18,045 1,974,845 6,062,078 Nov 09 06:55 PM Rippel Douglas Richard Director Nov 08 '23 Sale 109.38 12,371 1,353,140 6,049,707 Nov 09 06:55 PM Rippel Douglas Richard Director Nov 09 '23 Sale 109.35 9,005 984,697 6,040,702 Nov 09 06:55 PM Owen Randel G Director Nov 09 '23 Sale 109.02 2,000 218,040 8,675 Nov 09 06:53 PM Rippel Douglas Richard Director Nov 06 '23 Sale 109.49 17,128 1,875,345 6,080,123 Nov 06 07:03 PM Rippel Douglas Richard Director Nov 03 '23 Sale 109.35 13,845 1,513,951 6,097,251 Nov 06 07:03 PM Rippel Douglas Richard Director Nov 02 '23 Sale 109.24 10,647 1,163,078 6,111,096 Nov 06 07:03 PM Hambleton Howard F AFF President Oct 31 '23 Sale 109.08 3,670 400,324 19,451 Oct 31 05:48 PM Rippel Douglas Richard Director Oct 30 '23 Sale 108.57 48,943 5,313,742 6,141,170 Oct 31 05:47 PM Rippel Douglas Richard Director Oct 27 '23 Sale 107.07 37,569 4,022,513 6,190,113 Oct 31 05:47 PM Rippel Douglas Richard Director Oct 31 '23 Sale 108.78 19,427 2,113,269 6,121,743 Oct 31 05:47 PM Rippel Douglas Richard Director Oct 26 '23 Sale 109.21 70,061 7,651,362 6,227,682 Oct 26 05:41 PM Rippel Douglas Richard Director Oct 25 '23 Sale 102.31 19,882 2,034,127 6,297,743 Oct 26 05:41 PM Rippel Douglas Richard Director Oct 24 '23 Sale 102.43 14,695 1,505,209 6,317,625 Oct 26 05:41 PM Rippel Douglas Richard Director Oct 19 '23 Sale 103.72 47,398 4,916,121 6,374,844 Oct 23 06:16 PM Rippel Douglas Richard Director Oct 20 '23 Sale 102.41 28,800 2,949,408 6,346,044 Oct 23 06:16 PM Rippel Douglas Richard Director Oct 23 '23 Sale 102.41 13,724 1,405,475 6,332,320 Oct 23 06:16 PM Rippel Douglas Richard Director Oct 17 '23 Sale 105.39 45,579 4,803,571 6,450,194 Oct 18 05:18 PM Rippel Douglas Richard Director Oct 16 '23 Sale 101.99 34,499 3,518,553 6,495,773 Oct 18 05:18 PM Rippel Douglas Richard Director Oct 18 '23 Sale 105.01 27,952 2,935,240 6,422,242 Oct 18 05:18 PM Rippel Douglas Richard Director Oct 11 '23 Sale 101.32 14,906 1,510,276 6,547,664 Oct 13 06:00 PM Rippel Douglas Richard Director Oct 12 '23 Sale 101.62 11,663 1,185,194 6,536,001 Oct 13 06:00 PM Rippel Douglas Richard Director Oct 13 '23 Sale 101.23 5,729 579,947 6,530,272 Oct 13 06:00 PM Rippel Douglas Richard Director Oct 09 '23 Sale 101.58 35,847 3,641,338 6,582,837 Oct 10 06:26 PM Rippel Douglas Richard Director Oct 06 '23 Sale 101.01 33,578 3,391,714 6,618,684 Oct 10 06:26 PM Rippel Douglas Richard Director Oct 10 '23 Sale 101.24 20,267 2,051,831 6,562,570 Oct 10 06:26 PM Rippel Douglas Richard Director Oct 04 '23 Sale 100.11 31,305 3,133,944 6,678,137 Oct 05 06:04 PM Rippel Douglas Richard Director Oct 05 '23 Sale 101.57 25,875 2,628,124 6,652,262 Oct 05 06:04 PM Rippel Douglas Richard Director Oct 03 '23 Sale 99.22 26,058 2,585,475 6,709,442 Oct 05 06:04 PM Rippel Douglas Richard Director Sep 28 '23 Sale 100.46 37,857 3,803,114 6,778,882 Oct 02 06:03 PM Rippel Douglas Richard Director Oct 02 '23 Sale 100.03 26,175 2,618,285 6,735,500 Oct 02 06:03 PM Rippel Douglas Richard Director Sep 29 '23 Sale 100.78 17,207 1,734,121 6,761,675 Oct 02 06:03 PM Rippel Douglas Richard Director Sep 25 '23 Sale 98.35 35,653 3,506,473 6,820,880 Sep 27 06:14 PM Rippel Douglas Richard Director Sep 26 '23 Sale 98.04 4,141 405,984 6,816,739 Sep 27 06:14 PM
Index - P/E - EPS (ttm) -0.45 Insider Own 17.15% Shs Outstand 106.11M Perf Week -1.41%
Market Cap 3.02B Forward P/E 42.08 EPS next Y 0.65 Insider Trans -3.20% Shs Float 91.49M Perf Month -19.65%
Income -48.07M PEG - EPS next Q 0.11 Inst Own 68.11% Short Float 3.45% Perf Quarter -16.99%
Sales 389.25M P/S 7.76 EPS this Y 8.86% Inst Trans 2.38% Short Ratio 2.33 Perf Half Y -36.03%
Book/sh 6.56 P/B 4.17 EPS next Y 17.11% ROA -5.02% Short Interest 3.15M Perf Year -5.62%
Cash/sh 5.36 P/C 5.11 EPS next 5Y - ROE -7.08% 52W Range 21.38 - 48.81 Perf YTD -20.95%
Dividend Est. - P/FCF 33.58 EPS past 5Y -15.56% ROI -6.58% 52W High -43.95% Beta 0.91
Dividend TTM - Quick Ratio 2.56 Sales past 5Y 41.27% Gross Margin 78.35% 52W Low 27.97% ATR (14) 1.59
Dividend Ex-Date - Current Ratio 2.56 EPS Y/Y TTM 45.08% Oper. Margin -17.56% RSI (14) 42.19 Volatility 7.01% 4.82%
Employees 1400 Debt/Eq 0.02 Sales Y/Y TTM 24.55% Profit Margin -12.35% Recom 1.43 Target Price 33.82
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q 12.99% Payout - Rel Volume 1.15 Prev Close 28.40
Sales Surprise -0.36% EPS Surprise 3.23% Sales Q/Q 22.42% Earnings Aug 07 AMC Avg Volume 1.35M Price 27.36
SMA20 1.83% SMA50 -16.57% SMA200 -22.65% Trades
Volume 1,561,110 Change -3.66%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Reiterated Needham
Buy
$30 → $33
Aug-27-24 Initiated Robert W. Baird
Outperform
$32
Aug-08-24 Downgrade Oppenheimer
Outperform → Perform
Jul-24-24 Initiated TD Cowen
Buy
$50
Jun-26-24 Initiated Barclays
Overweight
$50
May-22-24 Initiated UBS
Buy
$41
May-22-24 Initiated FBN Securities
Outperform
$45
Mar-19-24 Initiated KeyBanc Capital Markets
Overweight
$52
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$32 → $42
Sep-28-23 Initiated Scotiabank
Sector Perform
$29
Sep-14-23 Upgrade William Blair
Mkt Perform → Outperform
May-10-23 Initiated DA Davidson
Buy
$25
Jan-26-23 Initiated Cantor Fitzgerald
Overweight
$29
Jan-04-23 Upgrade BofA Securities
Neutral → Buy
$28 → $32
Oct-03-22 Resumed JP Morgan
Overweight
$29
Sep-30-22 Initiated Truist
Buy
$30
Jul-07-22 Initiated Canaccord Genuity
Buy
$30
Dec-09-21 Upgrade Stifel
Hold → Buy
$45
May-27-21 Resumed BofA Securities
Neutral
$45
Apr-23-21 Initiated Berenberg
Buy
$75
Show Previous Ratings
Sep-05-24 04:56AM
Sep-03-24 04:05PM
(Business Wire) -5.12%
+8.62%
10:07AM
Aug-15-24 09:15AM
Aug-08-24 08:30PM
04:26PM
Loading…
04:26PM
02:54PM
12:55PM
10:24AM
Aug-07-24 05:55PM
04:23PM
04:11PM
Aug-06-24 03:03AM
Aug-05-24 09:16AM
09:15AM
04:05PM
Loading…
Jul-31-24 04:05PM
Jul-25-24 11:45PM
Jul-23-24 09:15AM
Jul-18-24 09:15AM
Jul-17-24 12:41AM
Jul-10-24 04:05PM
Jul-09-24 03:36AM
Jul-02-24 08:38AM
Jun-30-24 09:00AM
Jun-27-24 07:00PM
Jun-25-24 09:15AM
07:59AM
Jun-21-24 08:35AM
Jun-20-24 07:02PM
Jun-15-24 02:52AM
07:02PM
Loading…
Jun-10-24 07:02PM
07:01PM
Jun-05-24 02:37AM
02:37AM
May-29-24 09:15AM
May-27-24 05:03AM
May-23-24 02:14AM
May-22-24 04:05PM
09:36AM
May-21-24 04:32PM
May-13-24 07:02PM
May-10-24 04:11PM
03:09PM
02:54PM
01:28PM
12:55PM
12:48PM
12:31PM
11:51AM
11:24AM
07:30AM
06:58AM
May-09-24 08:55PM
06:00PM
05:45PM
05:01PM
04:16PM
04:05PM
May-08-24 03:05AM
May-07-24 09:15AM
May-06-24 09:15AM
Apr-25-24 09:15AM
Apr-24-24 07:00PM
04:36PM
Apr-16-24 05:00PM
Apr-12-24 05:35AM
Apr-09-24 04:05PM
Apr-08-24 07:01PM
Apr-05-24 03:52PM
(Investor's Business Daily)
Apr-01-24 02:53PM
(Investor's Business Daily)
Mar-28-24 09:43AM
05:13AM
Mar-22-24 07:38AM
Mar-20-24 07:01PM
Mar-19-24 10:00AM
04:15AM
Mar-11-24 07:01PM
Mar-06-24 11:29PM
Mar-03-24 02:00AM
Feb-28-24 11:26PM
09:51AM
Feb-26-24 04:05PM
Feb-22-24 11:27PM
Feb-20-24 09:15AM
Feb-16-24 11:15AM
Feb-15-24 04:28PM
02:03PM
01:01PM
12:56PM
09:48AM
Feb-14-24 10:30PM
05:20PM
04:16PM
04:12PM
04:05PM
Feb-13-24 09:15AM
02:00AM
Feb-08-24 09:59AM
(Investor's Business Daily)
Feb-05-24 11:28PM
Jan-31-24 04:29PM
JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shlomi Ben Haim Officer Sep 06 '24 Proposed Sale 29.63 70,039 2,075,263 Sep 06 10:31 AM Grabscheid Eduard CHIEF FINANCIAL OFFICER Sep 03 '24 Sale 27.06 841 22,757 98,441 Sep 03 06:25 PM Shlomi Ben Haim CHIEF EXECUTIVE OFFICER Sep 03 '24 Sale 27.06 20,606 557,598 5,027,493 Sep 03 06:00 PM Notman Tali CHIEF REVENUE OFFICER Sep 03 '24 Sale 27.06 11,621 314,464 547,413 Sep 03 05:52 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Aug 09 '24 Sale 25.68 15,000 385,138 6,642,242 Aug 13 05:29 PM Landman Yoav Officer Aug 09 '24 Proposed Sale 25.63 15,000 384,455 Aug 09 04:27 PM Notman Tali CHIEF REVENUE OFFICER Aug 01 '24 Option Exercise 19.72 30,000 591,500 589,034 Aug 05 06:25 PM Notman Tali CHIEF REVENUE OFFICER Aug 01 '24 Sale 36.68 30,000 1,100,259 559,034 Aug 05 06:25 PM Notman Tali Officer Aug 01 '24 Proposed Sale 38.56 30,000 1,156,800 Aug 01 04:03 PM Simon Frederic Director Jul 23 '24 Sale 38.75 35,000 1,356,359 4,549,432 Jul 25 05:48 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jul 15 '24 Sale 37.23 25,000 930,750 6,657,242 Jul 16 06:07 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jul 12 '24 Sale 36.39 15,000 545,850 6,682,242 Jul 16 06:07 PM Notman Tali CHIEF REVENUE OFFICER Jul 01 '24 Option Exercise 5.44 5,882 31,998 564,916 Jul 03 04:42 PM Notman Tali CHIEF REVENUE OFFICER Jul 01 '24 Sale 37.51 5,882 220,634 559,034 Jul 03 04:42 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jun 27 '24 Sale 36.66 16,277 596,780 6,697,242 Jul 01 06:35 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jun 26 '24 Sale 35.93 30,973 1,112,859 6,713,519 Jun 27 04:55 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jun 25 '24 Sale 35.00 400 14,000 6,744,492 Jun 27 04:55 PM Simon Frederic Director Jun 18 '24 Sale 33.00 35,000 1,155,096 4,584,432 Jun 20 04:35 PM Notman Tali CHIEF REVENUE OFFICER Jun 13 '24 Sale 33.96 34,748 1,180,042 559,034 Jun 14 04:39 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jun 12 '24 Sale 35.28 2,250 79,380 6,744,892 Jun 13 05:53 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Jun 07 '24 Sale 32.35 15,000 485,250 6,747,142 Jun 10 04:48 PM Shlomi Ben Haim CHIEF EXECUTIVE OFFICER Jun 07 '24 Sale 32.32 57,550 1,860,016 5,048,099 Jun 10 04:46 PM Notman Tali CHIEF REVENUE OFFICER Jun 03 '24 Sale 31.15 20,308 632,594 593,782 Jun 04 05:27 PM Shlomi Ben Haim CHIEF EXECUTIVE OFFICER Jun 03 '24 Sale 31.15 38,924 1,212,483 5,105,649 Jun 04 05:27 PM Grabscheid Eduard CHIEF FINANCIAL OFFICER Jun 03 '24 Sale 31.15 1,790 55,758 99,187 Jun 04 05:25 PM Simon Frederic Director May 21 '24 Sale 32.70 35,000 1,144,500 4,619,432 May 22 05:26 PM Landman Yoav CHIEF TECHNOLOGY OFFICER May 10 '24 Sale 33.27 15,100 502,375 6,716,271 May 13 05:04 PM Simon Frederic Director Apr 23 '24 Sale 38.97 35,000 1,363,896 4,654,432 Apr 24 04:03 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Apr 12 '24 Sale 38.70 40,000 1,548,183 6,731,371 Apr 16 02:32 PM Notman Tali CHIEF REVENUE OFFICER Apr 05 '24 Sale 42.60 6,000 255,600 522,348 Apr 08 04:26 PM Simon Frederic Director Mar 19 '24 Sale 42.59 35,000 1,490,705 4,689,432 Mar 20 04:40 PM Landman Yoav CHIEF TECHNOLOGY OFFICER Mar 08 '24 Sale 42.47 40,000 1,698,737 6,771,371 Mar 11 04:58 PM Notman Tali CHIEF REVENUE OFFICER Mar 06 '24 Sale 42.15 7,229 304,702 528,348 Mar 08 05:41 PM Notman Tali CHIEF REVENUE OFFICER Mar 04 '24 Sale 43.89 4,178 183,372 535,577 Mar 06 04:23 PM Shlomi Ben Haim CHIEF EXECUTIVE OFFICER Mar 04 '24 Sale 43.89 32,724 1,436,256 4,987,300 Mar 06 04:15 PM Grabscheid Eduard CHIEF FINANCIAL OFFICER Mar 04 '24 Sale 43.89 605 26,553 85,565 Mar 05 03:47 PM Sela Yossi Director Feb 26 '24 Sale 43.82 4,797 210,192 375,515 Feb 28 04:41 PM Sela Yossi Director Feb 22 '24 Sale 42.87 45,000 1,929,190 380,312 Feb 26 04:29 PM Sela Yossi Director Feb 23 '24 Sale 43.65 18,488 807,018 0 Feb 26 04:29 PM Simon Frederic Director Feb 20 '24 Sale 42.39 35,000 1,483,825 4,724,432 Feb 22 05:41 PM Steele Elisa Director Feb 21 '24 Sale 41.41 1,957 81,039 16,620 Feb 22 05:37 PM Landman Yoav Chief Technology Officer Feb 15 '24 Sale 47.28 110,000 5,200,374 6,811,371 Feb 16 07:20 PM Simon Frederic Director Feb 15 '24 Sale 47.27 150,000 7,091,189 4,759,432 Feb 16 06:12 PM Landman Yoav Chief Technology Officer Feb 09 '24 Sale 38.98 40,000 1,559,157 6,921,371 Feb 12 03:58 PM Landman Yoav Chief Technology Officer Feb 05 '24 Sale 35.73 15,413 550,649 6,961,371 Feb 06 02:09 PM Landman Yoav Chief Technology Officer Feb 02 '24 Sale 35.00 12,623 441,806 6,976,784 Feb 06 02:09 PM Notman Tali Chief Revenue Officer Feb 05 '24 Sale 35.11 6,000 210,640 539,755 Feb 06 01:15 PM Shlomi Ben Haim Chief Executive Officer Feb 02 '24 Sale 35.00 123,701 4,329,535 4,845,428 Feb 05 07:19 PM Shlomi Ben Haim Chief Executive Officer Jan 23 '24 Sale 35.00 1,200 42,000 4,969,129 Jan 24 02:49 PM Simon Frederic Director Jan 23 '24 Sale 34.33 35,000 1,201,578 4,909,432 Jan 24 01:19 PM Landman Yoav Chief Technology Officer Jan 12 '24 Sale 33.03 10,000 330,254 6,989,407 Jan 12 07:35 PM Notman Tali Chief Revenue Officer Jan 05 '24 Sale 31.34 6,000 188,040 545,755 Jan 08 12:42 PM Shlomi Ben Haim Chief Executive Officer Dec 29 '23 Sale 35.00 30,219 1,057,665 4,970,329 Jan 03 02:15 PM Landman Yoav Chief Technology Officer Dec 29 '23 Sale 35.00 25 875 6,999,407 Jan 02 06:38 PM Shlomi Ben Haim Chief Executive Officer Dec 28 '23 Sale 35.02 48,099 1,684,427 5,000,548 Dec 29 01:17 PM Landman Yoav Chief Technology Officer Dec 28 '23 Sale 35.02 1,452 50,847 6,999,432 Dec 29 01:13 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 26 '23 Option Exercise 2.38 11,000 26,180 507,446 Dec 27 07:45 PM Landman Yoav Chief Technology Officer Dec 26 '23 Sale 35.10 14,492 508,598 7,001,184 Dec 27 07:43 PM Landman Yoav Chief Technology Officer Dec 27 '23 Sale 35.04 300 10,513 7,000,884 Dec 27 07:43 PM Shlomi Ben Haim Chief Executive Officer Dec 26 '23 Sale 35.14 129,019 4,533,534 5,049,347 Dec 27 07:42 PM Shlomi Ben Haim Chief Executive Officer Dec 27 '23 Sale 35.03 700 24,520 5,048,647 Dec 27 07:42 PM Shlomi Ben Haim Chief Executive Officer Dec 22 '23 Sale 35.01 12,058 422,107 5,178,366 Dec 26 02:21 PM Shlomi Ben Haim Chief Executive Officer Dec 21 '23 Sale 35.00 67,744 2,371,040 5,190,424 Dec 22 01:49 PM Landman Yoav Chief Technology Officer Dec 21 '23 Sale 35.00 695 24,325 7,015,676 Dec 21 07:20 PM Simon Frederic Director Dec 19 '23 Sale 32.16 35,000 1,125,426 4,944,432 Dec 20 03:40 PM Landman Yoav Chief Technology Officer Dec 19 '23 Sale 32.19 8,259 265,865 7,016,371 Dec 20 03:36 PM Landman Yoav Chief Technology Officer Dec 18 '23 Sale 32.07 5,109 163,829 7,024,630 Dec 19 03:30 PM Landman Yoav Chief Technology Officer Dec 14 '23 Sale 32.04 1,632 52,290 7,029,739 Dec 15 01:27 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 08 '23 Option Exercise 2.38 20,000 47,600 516,446 Dec 11 06:16 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 08 '23 Sale 30.00 20,000 600,000 496,446 Dec 11 06:16 PM Landman Yoav Chief Technology Officer Dec 08 '23 Sale 29.84 10,000 298,398 7,031,371 Dec 11 02:54 PM Notman Tali Chief Revenue Officer Dec 06 '23 Sale 29.00 7,407 214,803 551,755 Dec 06 07:16 PM Notman Tali Chief Revenue Officer Dec 04 '23 Sale 28.02 4,000 112,080 559,162 Dec 06 07:16 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 05 '23 Sale 28.82 7,094 204,449 496,446 Dec 06 04:39 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 04 '23 Sale 28.02 3,833 107,401 503,540 Dec 06 04:39 PM Shlomi Ben Haim Chief Executive Officer Dec 05 '23 Sale 28.82 10,062 289,987 5,258,168 Dec 06 04:36 PM Shlomi Ben Haim Chief Executive Officer Dec 04 '23 Sale 28.02 5,433 152,233 5,268,230 Dec 06 04:36 PM Sela Yossi Director Nov 29 '23 Sale 27.19 18,487 502,673 18,488 Nov 30 04:20 PM Sela Yossi Director Nov 27 '23 Sale 27.23 4,750 129,351 329,359 Nov 28 04:03 PM Sela Yossi Director Nov 22 '23 Sale 26.88 5,000 134,402 339,109 Nov 27 04:06 PM Sela Yossi Director Nov 24 '23 Sale 26.86 5,000 134,277 334,109 Nov 27 04:06 PM Simon Frederic Director Nov 21 '23 Sale 26.63 35,000 931,954 5,019,432 Nov 21 06:39 PM Sela Yossi Director Nov 20 '23 Sale 27.06 5,000 135,316 344,109 Nov 21 04:57 PM Shulman Yakov (Jacob) Chief Financial Officer Nov 16 '23 Option Exercise 2.38 8,000 19,040 515,373 Nov 17 06:30 PM Shulman Yakov (Jacob) Chief Financial Officer Nov 16 '23 Sale 26.84 8,000 214,720 507,373 Nov 17 06:30 PM Sela Yossi Director Nov 15 '23 Sale 27.57 1,250 34,463 349,109 Nov 17 04:03 PM Landman Yoav Chief Technology Officer Nov 07 '23 Sale 28.12 900 25,307 7,041,371 Nov 09 02:08 PM Notman Tali Chief Revenue Officer Nov 06 '23 Sale 26.89 6,000 161,340 563,162 Nov 07 04:54 PM Shlomi Ben Haim Chief Executive Officer Oct 18 '23 Sale 23.11 45,860 1,059,825 5,273,663 Oct 19 06:44 PM Shulman Yakov (Jacob) Chief Financial Officer Oct 16 '23 Option Exercise 2.38 8,000 19,040 515,373 Oct 18 06:29 PM Shulman Yakov (Jacob) Chief Financial Officer Oct 16 '23 Sale 23.51 8,000 188,080 507,373 Oct 18 06:29 PM Simon Frederic Director Oct 17 '23 Sale 23.81 35,000 833,312 5,054,432 Oct 18 04:36 PM Landman Yoav Chief Technology Officer Oct 09 '23 Sale 23.88 15,000 358,144 7,042,271 Oct 10 03:11 PM Notman Tali Chief Revenue Officer Oct 05 '23 Sale 24.34 6,000 146,040 569,162 Oct 06 02:27 PM Simon Frederic Director Sep 19 '23 Sale 26.44 35,000 925,506 5,089,432 Sep 20 07:57 PM Landman Yoav Chief Technology Officer Sep 14 '23 Sale 28.03 12,352 346,192 7,057,271 Sep 15 05:01 PM Landman Yoav Chief Technology Officer Sep 08 '23 Sale 27.94 44,217 1,235,468 7,069,623 Sep 11 05:42 PM
Index - P/E - EPS (ttm) -2.47 Insider Own 6.08% Shs Outstand 119.58M Perf Week -2.88%
Market Cap 13.96B Forward P/E - EPS next Y -1.16 Insider Trans -7.92% Shs Float 116.16M Perf Month 12.50%
Income -292.12M PEG - EPS next Q -0.57 Inst Own 95.48% Short Float 6.56% Perf Quarter 3.37%
Sales 1.36B P/S 10.26 EPS this Y 47.95% Inst Trans 1.73% Short Ratio 5.48 Perf Half Y 23.17%
Book/sh 6.78 P/B 16.65 EPS next Y 41.08% ROA -21.13% Short Interest 7.62M Perf Year 94.66%
Cash/sh 7.17 P/C 15.74 EPS next 5Y - ROE -40.78% 52W Range 36.90 - 124.83 Perf YTD 80.24%
Dividend Est. - P/FCF - EPS past 5Y -11.28% ROI -24.73% 52W High -9.56% Beta 1.52
Dividend TTM - Quick Ratio 4.01 Sales past 5Y 33.95% Gross Margin 53.85% 52W Low 205.96% ATR (14) 5.01
Dividend Ex-Date - Current Ratio 4.14 EPS Y/Y TTM 48.84% Oper. Margin -23.06% RSI (14) 47.13 Volatility 4.95% 4.49%
Employees 3293 Debt/Eq 0.52 Sales Y/Y TTM 46.13% Profit Margin -21.47% Recom 1.45 Target Price 130.26
Option/Short Yes / Yes LT Debt/Eq 0.41 EPS Q/Q 68.71% Payout - Rel Volume 0.68 Prev Close 117.50
Sales Surprise 20.51% EPS Surprise 56.44% Sales Q/Q 58.13% Earnings Aug 08 AMC Avg Volume 1.39M Price 112.90
SMA20 -4.61% SMA50 1.42% SMA200 26.11% Trades
Volume 946,321 Change -3.91%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-03-24 Resumed Jefferies
Buy
$142
Apr-08-24 Resumed Craig Hallum
Buy
$117
Feb-20-24 Downgrade Raymond James
Strong Buy → Outperform
$68 → $85
Dec-29-23 Reiterated BTIG Research
Buy
$75 → $85
Dec-14-23 Initiated Guggenheim
Buy
$70
Dec-13-23 Initiated Wolfe Research
Outperform
$70
Nov-13-23 Upgrade Raymond James
Outperform → Strong Buy
$68
Sep-28-23 Initiated Bernstein
Mkt Perform
$48
Jul-05-23 Resumed JP Morgan
Overweight
$85
May-05-23 Initiated UBS
Buy
$76
Jan-18-23 Upgrade Raymond James
Mkt Perform → Outperform
$58
Aug-25-22 Initiated Credit Suisse
Outperform
$70
Apr-25-22 Initiated Stephens
Overweight
$54
Mar-08-22 Initiated Goldman
Buy
$90
Jan-06-22 Resumed Piper Sandler
Overweight
$110
Oct-15-21 Resumed Cowen
Outperform
$150
Jun-15-21 Initiated Raymond James
Mkt Perform
May-25-21 Initiated Wells Fargo
Overweight
$110
Jan-28-21 Initiated Truist
Buy
$143
Oct-08-20 Initiated BTIG Research
Buy
$90
Show Previous Ratings
Sep-06-24 10:24AM
Sep-03-24 02:37AM
Aug-31-24 11:48AM
Aug-29-24 02:07PM
Aug-28-24 09:00AM
03:19PM
Loading…
Aug-27-24 03:19PM
03:16PM
Aug-17-24 01:01AM
Aug-10-24 01:01AM
Aug-09-24 09:46AM
(Thomson Reuters StreetEvents) +6.38%
Aug-08-24 07:00PM
05:19PM
(Associated Press Finance)
04:05PM
Aug-06-24 09:00AM
Jul-30-24 04:05PM
10:53AM
Loading…
Jul-29-24 10:53AM
Jul-27-24 01:00AM
Jul-26-24 08:00AM
Jul-25-24 10:02AM
Jul-18-24 01:00AM
Jul-08-24 09:00AM
Jul-03-24 08:53AM
07:00AM
05:30AM
Jun-27-24 07:00AM
Jun-19-24 03:10AM
Jun-17-24 07:00AM
Jun-10-24 02:25PM
Jun-03-24 08:00AM
02:42AM
03:24AM
Loading…
Jun-01-24 03:24AM
May-31-24 03:13AM
May-30-24 08:00AM
May-23-24 04:05PM
07:30AM
May-18-24 03:00AM
May-16-24 05:23PM
May-11-24 01:02AM
May-10-24 04:01PM
(Investor's Business Daily) +10.19%
01:58PM
(The Wall Street Journal)
12:24PM
12:17PM
(Associated Press Finance)
12:04PM
09:48AM
07:30AM
06:00AM
May-09-24 06:30PM
04:47PM
(Associated Press Finance)
04:05PM
May-03-24 08:00AM
May-02-24 02:14PM
02:50AM
02:49AM
May-01-24 04:05PM
07:00AM
Apr-27-24 02:42AM
Apr-26-24 06:32PM
Apr-24-24 08:36AM
02:38AM
02:38AM
Apr-22-24 08:00AM
Apr-18-24 02:05AM
Apr-17-24 08:31AM
Apr-11-24 08:00AM
Apr-09-24 07:37AM
Apr-08-24 08:00AM
Apr-05-24 07:00AM
05:15AM
01:51AM
Apr-01-24 08:00AM
Mar-21-24 10:25AM
Mar-20-24 05:46AM
Mar-18-24 03:39PM
(Investor's Business Daily)
07:00AM
Mar-14-24 08:00AM
Mar-12-24 08:00AM
Mar-11-24 02:22PM
Mar-08-24 01:31AM
Mar-07-24 08:00AM
Mar-04-24 12:00PM
Mar-01-24 12:09AM
Feb-29-24 11:06AM
(Thomson Reuters StreetEvents) +12.98%
08:12AM
08:00AM
Feb-28-24 06:30PM
04:32PM
04:05PM
Feb-27-24 08:12AM
08:00AM
01:07AM
Feb-26-24 07:00AM
Feb-20-24 08:00AM
Feb-17-24 12:07AM
Feb-06-24 04:00PM
Feb-05-24 08:00AM
Feb-02-24 11:02PM
Jan-31-24 05:02PM
Jan-30-24 09:15AM
07:00AM
Jan-29-24 07:00AM
Natera, Inc. is a diagnostics company, which engages in the discovery, development, and commercialization of genetic testing services. It provides Panorama non-invasive prenatal test (NIPT), Vistara, horizon carrier screening (HCS), spectrum pre-implantation genetic screening and spectrum pre-implantation genetic diagnosis, Anora products of conception (POC) and non-invasive paternity testing (PAT). The company was founded by Matthew Rabinowitz and Jonathan Sheena in November 2003 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Chapman Steven Leonard CEO AND PRESIDENT Aug 15 '24 Sale 118.91 5,583 663,895 200,710 Aug 16 09:40 PM Sheena Jonathan CO-FOUNDER Aug 15 '24 Sale 121.01 12,000 1,452,125 287,441 Aug 16 09:40 PM STEVEN L CHAPMAN Officer Aug 15 '24 Proposed Sale 118.91 5,583 663,895 Aug 15 04:32 PM Sheena Jonathan CO-FOUNDER Aug 12 '24 Sale 113.82 2,700 307,314 299,441 Aug 14 09:05 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Aug 13 '24 Sale 116.67 3,956 461,547 114,606 Aug 14 09:05 PM Sheena Jonathan Director Aug 12 '24 Proposed Sale 117.68 22,800 2,683,200 Aug 12 10:40 AM Rabinowitz Matthew EXECUTIVE CHAIRMAN Aug 08 '24 Option Exercise 5.40 190,000 1,025,107 1,480,648 Aug 09 09:40 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jul 29 '24 Sale 102.77 1,057 108,623 206,400 Jul 31 09:05 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Jul 29 '24 Sale 102.77 1,196 122,908 112,441 Jul 31 09:05 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Jul 31 '24 Option Exercise 5.40 100 540 108,562 Jul 31 09:05 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Jul 29 '24 Sale 102.77 929 95,469 108,462 Jul 31 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jul 29 '24 Sale 102.77 4,084 419,695 206,293 Jul 31 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 31 '24 Sale 99.65 1,866 185,947 71,955 Jul 31 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 29 '24 Sale 102.77 1,238 127,224 73,821 Jul 31 09:05 PM MICHAEL BURKES BROPHY Officer Jul 31 '24 Proposed Sale 97.75 1,866 182,402 Jul 31 04:17 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 24 '24 Sale 105.53 918 96,877 76,500 Jul 26 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 26 '24 Sale 102.18 751 76,737 75,059 Jul 26 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 25 '24 Sale 105.29 690 72,650 75,810 Jul 26 09:40 PM MICHAEL BURKES BROPHY Officer Jul 26 '24 Proposed Sale 102.15 751 76,715 Jul 26 04:17 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 22 '24 Sale 105.16 1,059 111,364 77,917 Jul 23 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 23 '24 Sale 107.40 499 53,592 77,418 Jul 23 09:40 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Jul 22 '24 Sale 105.16 549 57,733 113,637 Jul 23 09:05 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Jul 22 '24 Sale 105.16 549 57,732 109,391 Jul 23 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jul 22 '24 Sale 105.16 2,638 277,410 210,377 Jul 23 09:05 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jul 22 '24 Sale 105.16 815 85,704 207,457 Jul 23 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jul 15 '24 Sale 111.66 5,496 613,672 207,855 Jul 17 09:05 PM Sheena Jonathan CO-FOUNDER Jul 01 '24 Sale 108.87 2,700 293,945 301,808 Jul 02 09:05 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jul 01 '24 Sale 108.37 2,723 295,080 206,772 Jul 02 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jul 01 '24 Sale 108.10 37,500 4,053,805 213,351 Jul 02 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 01 '24 Sale 108.37 4,983 539,987 75,059 Jul 02 09:05 PM Sheena Jonathan CO-FOUNDER Jun 18 '24 Sale 109.66 2,700 296,080 304,508 Jun 21 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jun 17 '24 Sale 111.61 6,105 681,372 213,351 Jun 18 09:35 PM Marcus Gail Boxer Director May 30 '24 Sale 110.17 2,000 220,330 18,634 May 31 09:05 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS May 28 '24 Sale 109.96 1,647 181,103 114,186 May 30 09:05 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER May 28 '24 Sale 109.96 1,438 158,122 109,940 May 30 09:05 PM Chapman Rowan E Director May 28 '24 Sale 109.09 4,856 529,728 5,005 May 30 09:05 PM Sheena Jonathan CO-FOUNDER May 23 '24 Sale 108.30 1,000 108,301 68,582 May 24 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT May 15 '24 Sale 107.08 6,779 725,911 219,456 May 17 09:35 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER May 10 '24 Option Exercise 19.68 30,000 590,400 234,495 May 10 09:35 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER May 10 '24 Sale 104.59 30,000 3,137,567 204,495 May 10 09:35 PM Sheena Jonathan CO-FOUNDER May 10 '24 Sale 105.11 2,700 283,794 319,061 May 10 09:35 PM Rabinowitz Matthew EXECUTIVE CHAIRMAN May 08 '24 Option Exercise 5.40 215,000 1,159,990 1,290,648 May 10 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER May 01 '24 Sale 93.97 1,866 175,344 67,542 May 03 09:35 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Apr 29 '24 Sale 93.14 929 86,526 110,748 May 01 09:05 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Apr 29 '24 Sale 93.14 1,196 111,394 115,833 May 01 09:05 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Apr 29 '24 Sale 93.14 1,057 98,448 204,495 May 01 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Apr 29 '24 Sale 93.14 4,084 380,378 226,235 May 01 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 29 '24 Sale 93.14 1,238 115,306 69,408 May 01 09:05 PM Sheena Jonathan CO-FOUNDER Apr 25 '24 Sale 89.55 1,000 89,550 69,082 Apr 26 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 24 '24 Sale 93.00 937 87,140 72,102 Apr 26 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 26 '24 Sale 92.00 751 69,092 70,646 Apr 26 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 25 '24 Sale 89.55 705 63,133 71,397 Apr 26 09:35 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Apr 23 '24 Sale 91.38 787 71,915 205,552 Apr 23 09:35 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Apr 23 '24 Sale 91.38 531 48,522 117,029 Apr 23 09:35 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Apr 23 '24 Sale 91.38 522 47,700 111,677 Apr 23 09:35 PM Chapman Steven Leonard CEO AND PRESIDENT Apr 23 '24 Sale 91.38 2,552 233,200 230,319 Apr 23 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 23 '24 Sale 91.38 1,523 139,171 73,039 Apr 23 09:35 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Apr 16 '24 Sale 90.82 80,000 7,265,651 117,560 Apr 17 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Apr 15 '24 Sale 93.13 6,816 634,797 227,710 Apr 17 09:05 PM Sheena Jonathan CO-FOUNDER Apr 03 '24 Sale 92.47 26,700 2,468,822 321,031 Apr 04 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 02 '24 Sale 92.62 1,378 127,629 70,646 Apr 04 09:35 PM Sheena Jonathan CO-FOUNDER Mar 28 '24 Sale 90.13 1,000 90,130 69,582 Mar 29 09:35 PM Sheena Jonathan CO-FOUNDER Mar 28 '24 Sale 90.22 447 40,326 347,731 Mar 29 09:35 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Mar 28 '24 Sale 90.42 743 67,179 204,839 Mar 29 09:35 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Mar 28 '24 Sale 90.42 707 63,924 197,560 Mar 29 09:35 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Mar 28 '24 Sale 90.42 464 41,953 112,199 Mar 29 09:35 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 15 '24 Sale 89.02 50,910 4,532,065 0 Mar 29 09:35 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 28 '24 Sale 90.42 2,662 240,687 234,526 Mar 29 09:35 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Mar 28 '24 Sale 90.42 914 82,640 72,024 Mar 29 09:35 PM BOTHA ROELOF Director Mar 15 '24 Option Exercise 42.17 19,924 840,197 20,276 Mar 15 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 15 '24 Option Exercise 19.37 68,270 1,322,406 315,227 Mar 15 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 15 '24 Sale 88.96 83,223 7,403,534 232,004 Mar 15 09:05 PM Sheena Jonathan CO-FOUNDER Mar 06 '24 Sale 88.70 5,000 443,492 458,585 Mar 07 09:40 PM Sheena Jonathan CO-FOUNDER Mar 05 '24 Sale 88.36 1,028 90,839 463,585 Mar 07 09:40 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Mar 05 '24 Sale 88.36 2,160 190,868 204,218 Mar 07 09:40 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 05 '24 Sale 88.36 9,326 824,092 246,957 Mar 07 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Mar 05 '24 Sale 88.36 2,826 249,719 70,646 Mar 07 09:40 PM Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Mar 05 '24 Sale 88.36 2,245 198,361 198,267 Mar 07 09:40 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Mar 05 '24 Sale 88.36 1,838 162,400 112,663 Mar 07 09:40 PM Rabinowitz Matthew EXECUTIVE CHAIRMAN Mar 05 '24 Sale 87.40 190,000 16,605,069 860,036 Mar 07 09:40 PM Rabinowitz Matthew EXECUTIVE CHAIRMAN Mar 05 '24 Sale 88.36 1,012 89,416 1,075,648 Mar 07 09:40 PM Sheena Jonathan CO-FOUNDER Feb 29 '24 Sale 86.34 10,000 863,433 463,585 Mar 01 08:45 PM Sheena Jonathan CO-FOUNDER Feb 29 '24 Sale 90.02 6,000 540,109 14,655 Mar 01 08:45 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Feb 27 '24 Option Exercise 10.16 35,307 358,802 239,525 Feb 29 09:15 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Feb 29 '24 Option Exercise 9.29 20,526 190,687 224,744 Feb 29 09:15 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Feb 27 '24 Sale 75.09 35,307 2,651,298 204,218 Feb 29 09:15 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Feb 29 '24 Sale 89.01 20,526 1,826,970 204,218 Feb 29 09:15 PM Rabinowitz Matthew EXECUTIVE CHAIRMAN Feb 23 '24 Option Exercise 2.66 380,036 1,009,718 1,050,036 Feb 23 09:40 PM ROSENMAN HERM Director Feb 16 '24 Option Exercise 2.66 93,901 249,486 155,586 Feb 16 09:45 PM ROSENMAN HERM Director Feb 16 '24 Sale 69.37 93,901 6,514,371 61,685 Feb 16 09:45 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Feb 06 '24 Option Exercise 16.61 34,029 565,063 104,675 Feb 08 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Feb 06 '24 Sale 70.03 34,029 2,383,129 70,646 Feb 08 09:40 PM Sheena Jonathan CO-FOUNDER Feb 06 '24 Sale 70.00 6,000 420,011 18,155 Feb 08 09:05 PM Sheena Jonathan CO-FOUNDER Feb 07 '24 Sale 70.10 5,000 350,486 473,585 Feb 08 09:05 PM Sheena Jonathan CO-FOUNDER Feb 07 '24 Sale 70.10 1,000 70,099 17,655 Feb 08 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Feb 01 '24 Sale 67.73 22,281 1,509,081 70,646 Feb 02 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jan 29 '24 Sale 65.09 3,235 210,570 92,927 Jan 30 09:15 PM Sheena Jonathan CO-FOUNDER Jan 29 '24 Sale 65.09 546 35,540 478,585 Jan 30 09:05 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jan 29 '24 Sale 65.09 4,265 277,614 204,218 Jan 30 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Jan 29 '24 Sale 65.09 14,813 964,194 246,957 Jan 30 09:05 PM
Index - P/E 11.60 EPS (ttm) 5.15 Insider Own 24.76% Shs Outstand 98.83M Perf Week -0.35%
Market Cap 5.48B Forward P/E 8.95 EPS next Y 6.67 Insider Trans -3.19% Shs Float 69.04M Perf Month 9.16%
Income 504.16M PEG 14.06 EPS next Q 1.40 Inst Own 70.81% Short Float 5.11% Perf Quarter 11.94%
Sales 3.79B P/S 1.45 EPS this Y -2.48% Inst Trans -4.48% Short Ratio 3.42 Perf Half Y -6.56%
Book/sh 18.54 P/B 3.22 EPS next Y 8.44% ROA 8.02% Short Interest 3.53M Perf Year -8.49%
Cash/sh 3.11 P/C 19.19 EPS next 5Y 0.82% ROE 29.14% 52W Range 49.34 - 68.46 Perf YTD -4.62%
Dividend Est. 0.67 (1.12%) P/FCF 10.78 EPS past 5Y 43.74% ROI 9.50% 52W High -12.77% Beta 1.57
Dividend TTM 0.66 (1.11%) Quick Ratio 0.79 Sales past 5Y 11.49% Gross Margin 45.65% 52W Low 21.04% ATR (14) 1.44
Dividend Ex-Date Sep 13, 2024 Current Ratio 0.83 EPS Y/Y TTM -25.44% Oper. Margin 24.67% RSI (14) 54.89 Volatility 2.64% 1.98%
Employees 16129 Debt/Eq 2.18 Sales Y/Y TTM 2.84% Profit Margin 13.32% Recom 2.19 Target Price 70.46
Option/Short Yes / Yes LT Debt/Eq 2.10 EPS Q/Q -21.99% Payout 10.46% Rel Volume 0.94 Prev Close 59.89
Sales Surprise 6.38% EPS Surprise 5.80% Sales Q/Q 5.51% Earnings Jul 25 AMC Avg Volume 1.03M Price 59.72
SMA20 1.91% SMA50 3.65% SMA200 -0.10% Trades
Volume 971,244 Change -0.28%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-04-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$66 → $74
May-21-24 Initiated Raymond James
Outperform
$67
May-01-24 Downgrade Argus
Buy → Hold
Apr-26-24 Downgrade JP Morgan
Overweight → Neutral
$80 → $67
Apr-26-24 Downgrade Deutsche Bank
Buy → Hold
$78 → $71
Mar-26-24 Initiated Mizuho
Buy
$80
Feb-12-24 Downgrade Susquehanna
Positive → Neutral
$84 → $75
Jan-05-24 Downgrade Stifel
Buy → Hold
Dec-15-23 Downgrade Barclays
Overweight → Equal Weight
$71 → $66
Jul-14-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$69 → $75
Jan-18-23 Initiated ROTH Capital
Buy
$70
Jan-17-23 Initiated Credit Suisse
Outperform
$82
Dec-12-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Nov-21-22 Initiated Morgan Stanley
Underweight
$54
Sep-23-22 Initiated JMP Securities
Mkt Outperform
$65
Jul-11-22 Initiated Loop Capital
Buy
$86
Jun-29-22 Initiated Barclays
Overweight
$63
May-12-22 Initiated Berenberg
Buy
$78
Apr-26-22 Upgrade Susquehanna
Neutral → Positive
$73 → $74
Apr-25-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$82 → $76
Show Previous Ratings
Sep-03-24 12:37AM
Aug-29-24 03:49AM
Aug-28-24 03:44AM
Aug-20-24 04:05PM
Aug-19-24 04:20AM
03:51AM
Loading…
Aug-16-24 03:51AM
Aug-10-24 02:00PM
Jul-27-24 08:45AM
Jul-26-24 11:16AM
Jul-25-24 07:00PM
05:20PM
04:34PM
04:16PM
(Associated Press Finance)
04:16PM
04:05PM
03:03AM
Loading…
Jul-24-24 03:03AM
Jul-18-24 10:01AM
Jul-12-24 03:46AM
Jul-03-24 03:58PM
Jul-01-24 09:34AM
Jun-21-24 01:16PM
12:15PM
Jun-20-24 05:00PM
03:29PM
12:07PM
Jun-10-24 05:00PM
May-28-24 08:03AM
May-23-24 02:11PM
08:16AM
May-22-24 08:32AM
06:01AM
Loading…
May-21-24 06:01AM
May-14-24 08:05PM
May-13-24 12:20PM
07:15AM
May-01-24 11:43AM
08:07AM
07:57AM
Apr-30-24 04:20PM
11:58AM
Apr-26-24 12:45PM
(Associated Press Finance) -15.44%
11:23AM
10:59AM
09:12AM
08:51AM
07:49AM
06:41AM
06:41AM
05:43AM
03:38AM
Apr-25-24 08:57PM
07:30PM
05:45PM
05:45PM
04:48PM
04:41PM
(Associated Press Finance)
04:15PM
04:05PM
Apr-24-24 09:15AM
03:03AM
Apr-22-24 12:42PM
Apr-18-24 10:01AM
Apr-15-24 09:00AM
Apr-12-24 10:58AM
Apr-10-24 01:57PM
(Associated Press Finance)
Apr-09-24 05:33PM
Apr-08-24 05:05AM
Apr-04-24 07:51AM
04:46AM
Mar-31-24 10:06PM
Mar-04-24 12:03AM
(The Wall Street Journal)
Feb-29-24 07:15AM
Feb-27-24 04:15PM
Feb-20-24 10:12AM
Feb-19-24 02:01AM
Feb-13-24 02:01AM
Feb-12-24 02:00AM
Feb-11-24 05:09PM
Feb-09-24 11:26AM
09:35AM
(Thomson Reuters StreetEvents)
08:47AM
Feb-08-24 06:30PM
05:25PM
04:45PM
04:33PM
(Associated Press Finance)
04:13PM
04:05PM
Feb-07-24 10:37AM
Feb-05-24 09:16AM
Feb-01-24 10:00AM
Jan-10-24 12:00PM
Jan-04-24 02:00PM
Dec-20-23 05:09AM
Dec-18-23 09:03AM
Dec-15-23 03:24PM
Dec-14-23 06:00PM
Dec-07-23 04:05PM
Dec-04-23 03:46PM
Nov-23-23 11:30AM
Nov-20-23 06:30AM
Nov-16-23 08:34AM
Boyd Gaming Corp. is a multi-jurisdictional gaming company, which engages in the management and operation of gaming and entertainment properties. It operates through the following segments: Las Vegas Locals, Downtown Las Vegas, Midwest and South, and Online. The Las Vegas Locals segment consists of eight casinos that primarily serve the resident population in the Las Vegas metropolitan area. The Downtown Las Vegas segment refers to the following casinos: California Hotel and Casino, Fremont Hotel and Casino, and Main Street Station Hotel and Casino. The Midwest and South segment includes four land-based casinos, six dockside riverboat casinos, three racinos, and four barge-based casinos that operate in nine states in the Midwest and southern United States. The Online segment includes the operating results of online gaming operations. The company was founded by William Samuel Boyd and Sam Boyd on January 1, 1975 and is headquartered in Las Vegas, NV.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
JOHNSON MARIANNE BOYD Executive Chairman Aug 30 '24 Sale 60.00 73,130 4,387,800 1,396,628 Sep 03 06:34 PM JOHNSON MARIANNE BOYD Executive Chairman Aug 29 '24 Sale 60.23 73,130 4,404,620 1,423,498 Aug 30 05:30 PM JOHNSON MARIANNE BOYD Officer Aug 30 '24 Proposed Sale 59.97 73,130 4,385,446 Aug 30 04:06 PM SPADAFOR CHRISTINE J. Director Aug 26 '24 Sale 60.36 1,242 74,967 1,096 Aug 29 06:37 PM JOHNSON MARIANNE BOYD Officer Aug 29 '24 Proposed Sale 60.19 26,870 1,617,369 Aug 29 04:30 PM Hirsberg Josh CFO & Treasurer May 28 '24 Option Exercise 51.76 23,431 1,212,789 438,615 May 29 07:08 PM SPADAFOR CHRISTINE J. Director May 22 '24 Sale 53.38 1,874 100,034 2,338 May 29 06:31 PM BOYD WILLIAM S 10% Owner Mar 13 '24 Sale 63.12 63,464 4,005,848 8,795,449 Mar 15 06:20 PM BOYD WILLIAM S 10% Owner Mar 14 '24 Sale 62.10 32,703 2,030,856 8,762,746 Mar 15 06:20 PM BOYD WILLIAM S 10% Owner Mar 12 '24 Sale 63.27 125,000 7,908,750 8,858,913 Mar 13 04:31 PM BOYD WILLIAM S 10% Owner Mar 08 '24 Sale 63.29 125,000 7,911,250 8,983,913 Mar 11 06:29 PM BOYD WILLIAM S 10% Owner Mar 06 '24 Sale 63.78 125,000 7,972,500 9,233,913 Mar 08 05:18 PM BOYD WILLIAM S 10% Owner Mar 07 '24 Sale 63.72 125,000 7,965,000 9,108,913 Mar 08 05:18 PM Thoman A. Randall Director Mar 05 '24 Sale 63.75 2,500 159,375 4,017 Mar 07 06:03 PM BOYD WILLIAM S 10% Owner Mar 05 '24 Sale 63.77 125,000 7,971,250 9,358,913 Mar 06 06:27 PM Thompson Stephen S. Chief Administrative Officer Mar 04 '24 Sale 63.59 20,000 1,271,800 38,621 Mar 05 05:46 PM Hirsberg Josh CFO, Treasurer Feb 29 '24 Sale 64.75 22,654 1,466,846 415,184 Feb 29 08:07 PM SMITH KEITH President and CEO Feb 28 '24 Sale 63.92 75,000 4,794,000 1,119,625 Feb 29 06:15 PM SMITH KEITH President and CEO Feb 29 '24 Sale 64.78 25,000 1,619,500 1,094,625 Feb 29 06:15 PM BOYD WILLIAM R Vice President Feb 28 '24 Sale 64.04 50,000 3,202,000 1,617,970 Feb 29 05:53 PM JOHNSON MARIANNE BOYD Executive Chairman Feb 15 '24 Sale 64.87 77,661 5,037,869 1,511,433 Feb 20 08:58 AM JOHNSON MARIANNE BOYD Executive Chairman Feb 16 '24 Sale 64.06 22,339 1,431,036 1,489,094 Feb 20 08:58 AM Bogich Ted Chief Operating Officer Feb 15 '24 Sale 64.79 41,631 2,697,272 66,803 Feb 20 08:56 AM
Index RUT P/E - EPS (ttm) -0.16 Insider Own 20.33% Shs Outstand 164.31M Perf Week -30.74%
Market Cap 4.05B Forward P/E 31.95 EPS next Y 0.76 Insider Trans -7.77% Shs Float 131.66M Perf Month -1.89%
Income -26.21M PEG - EPS next Q 0.05 Inst Own 72.39% Short Float 6.22% Perf Quarter -5.65%
Sales 217.59M P/S 18.60 EPS this Y 276.79% Inst Trans 52.96% Short Ratio 3.79 Perf Half Y 8.26%
Book/sh 3.33 P/B 7.32 EPS next Y 125.01% ROA -5.04% Short Interest 8.19M Perf Year 43.24%
Cash/sh 2.40 P/C 10.15 EPS next 5Y 20.00% ROE -5.82% 52W Range 13.38 - 36.80 Perf YTD 25.22%
Dividend Est. - P/FCF - EPS past 5Y - ROI -4.63% 52W High -33.76% Beta 2.35
Dividend TTM - Quick Ratio 7.36 Sales past 5Y 42.05% Gross Margin 57.26% 52W Low 82.21% ATR (14) 2.27
Dividend Ex-Date - Current Ratio 7.81 EPS Y/Y TTM 13.97% Oper. Margin -16.71% RSI (14) 32.42 Volatility 9.03% 6.31%
Employees 500 Debt/Eq 0.03 Sales Y/Y TTM 25.90% Profit Margin -12.05% Recom 1.58 Target Price 35.91
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 26.28% Payout - Rel Volume 3.10 Prev Close 26.65
Sales Surprise 0.39% EPS Surprise 1.27% Sales Q/Q 70.15% Earnings Sep 04 AMC Avg Volume 2.16M Price 24.38
SMA20 -23.34% SMA50 -19.87% SMA200 4.96% Trades
Volume 6,692,624 Change -8.52%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-15-24 Reiterated TD Cowen
Buy
$35 → $40
Jun-25-24 Upgrade TD Cowen
Hold → Buy
$24 → $35
Feb-28-24 Reiterated TD Cowen
Market Perform
$20 → $24
Nov-30-23 Reiterated TD Cowen
Market Perform
$16 → $20
Oct-02-23 Initiated Barclays
Overweight
$18
Aug-25-23 Reiterated TD Cowen
Market Perform
$14 → $16
Feb-28-23 Initiated Exane BNP Paribas
Outperform
$13
Feb-15-23 Reiterated Needham
Buy
$18 → $15
Feb-15-23 Downgrade Cowen
Outperform → Market Perform
$18 → $11
Feb-15-23 Downgrade BofA Securities
Buy → Underperform
$18 → $12
Sep-05-24 08:50AM
(Thomson Reuters StreetEvents) -14.86%
Sep-04-24 05:20PM
04:05PM
Sep-03-24 05:05PM
Aug-30-24 04:52AM
08:14AM
Loading…
Aug-27-24 08:14AM
Aug-26-24 10:42AM
Aug-21-24 09:00AM
Aug-20-24 11:53AM
Aug-16-24 02:10PM
(Investor's Business Daily)
Aug-08-24 12:32PM
09:00AM
Jul-15-24 10:00AM
Jul-14-24 01:11PM
Jul-01-24 11:42AM
11:29AM
Loading…
11:29AM
Jun-25-24 10:29AM
(Investor's Business Daily) +8.35%
Jun-11-24 09:00AM
Jun-06-24 08:00AM
(Investor's Business Daily)
May-30-24 12:34PM
(Thomson Reuters StreetEvents) +27.05%
May-29-24 08:53PM
05:25PM
04:05PM
May-21-24 09:00AM
May-20-24 05:42PM
May-14-24 05:18PM
May-08-24 09:00AM
May-03-24 05:52PM
Apr-30-24 06:00AM
Apr-23-24 05:50PM
09:00AM
Loading…
09:00AM
Apr-02-24 05:35PM
Mar-26-24 09:00AM
Mar-25-24 09:00AM
Mar-21-24 09:00AM
Mar-20-24 09:00AM
Mar-19-24 11:00AM
09:00AM
Mar-14-24 01:00PM
Mar-09-24 12:45PM
Mar-04-24 09:00AM
Feb-28-24 09:20AM
Feb-27-24 06:15PM
04:21PM
04:05PM
Feb-12-24 04:05PM
Feb-06-24 09:00AM
Feb-01-24 09:00AM
Jan-22-24 11:03AM
Jan-09-24 04:05PM
Jan-08-24 09:00AM
Jan-04-24 08:36AM
Dec-30-23 07:01AM
Dec-20-23 12:00PM
Dec-14-23 12:20PM
05:05AM
Dec-06-23 12:30AM
Dec-05-23 04:56PM
Dec-01-23 09:50AM
Nov-30-23 09:00AM
Nov-29-23 05:08PM
04:07PM
04:05PM
Nov-28-23 09:00AM
Nov-08-23 09:00AM
Oct-20-23 08:38AM
Oct-16-23 08:35AM
08:30AM
Oct-12-23 09:00AM
Oct-02-23 08:00AM
Sep-14-23 01:08PM
Sep-09-23 01:01PM
Sep-06-23 09:00AM
Sep-05-23 09:05AM
09:00AM
Aug-25-23 09:40AM
09:27AM
06:42AM
(Thomson Reuters StreetEvents)
Aug-24-23 05:25PM
04:05PM
Aug-14-23 09:00AM
Aug-10-23 09:00AM
Aug-09-23 09:00AM
Jul-20-23 09:28AM
May-31-23 05:35PM
04:05PM
May-26-23 10:22AM
May-18-23 08:11AM
May-17-23 09:00AM
May-15-23 04:05PM
Apr-18-23 01:43PM
Apr-14-23 10:40AM
Mar-14-23 07:55AM
Mar-06-23 08:30AM
Mar-02-23 04:30PM
09:33AM
(Thomson Reuters StreetEvents)
Mar-01-23 05:35PM
04:05PM
Feb-23-23 04:05PM
Feb-22-23 10:00AM
Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam in September 2014 and is headquartered in George Town, Cayman Islands.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
William Joseph Brennan Officer Sep 06 '24 Proposed Sale 14.23 143,880 2,047,412 Sep 06 04:16 PM Cheng Chi Fung Chief Technology Officer Sep 03 '24 Sale 32.06 55,000 1,763,237 9,113,602 Sep 04 04:14 PM Cheng Chi Fung Chief Technology Officer Aug 19 '24 Sale 31.08 55,000 1,709,619 9,168,602 Aug 19 05:48 PM Lam Yat Tung Chief Operating Officer Aug 12 '24 Sale 27.67 10,000 276,681 2,807,777 Aug 12 06:09 PM Cheng Chi Fung Chief Technology Officer Aug 09 '24 Sale 27.33 55,000 1,503,269 9,223,602 Aug 09 05:10 PM Cheng Chi Fung Chief Technology Officer Aug 01 '24 Sale 26.85 55,000 1,476,965 9,278,602 Aug 02 11:48 AM CHENG HUANG FAMILY TRUST Director Aug 01 '24 Proposed Sale 27.75 330,000 9,157,500 Aug 01 04:25 PM Cheng Chi Fung Chief Technology Officer Jul 19 '24 Sale 29.30 55,000 1,611,522 9,333,602 Jul 23 04:51 PM TAN LIP BU Director Jul 15 '24 Sale 32.67 245,438 8,018,234 2,863,725 Jul 15 04:56 PM Lam Yat Tung Chief Operating Officer Jul 11 '24 Sale 30.62 10,000 306,216 3,117,777 Jul 15 04:53 PM Cheng Chi Fung Chief Technology Officer Jul 11 '24 Sale 30.63 55,000 1,684,650 9,388,602 Jul 15 04:51 PM TAN LIP BU Director Jul 12 '24 Sale 31.51 12,845 404,706 3,109,163 Jul 12 04:11 PM TAN LIP BU Director Jul 10 '24 Sale 31.33 6,110 191,456 3,125,061 Jul 12 04:11 PM TAN LIP BU Director Jul 11 '24 Sale 31.50 3,053 96,170 3,122,008 Jul 12 04:11 PM TAN LIP BU Director Jul 08 '24 Sale 31.99 112,441 3,597,134 133,583 Jul 09 05:26 PM TAN LIP BU Director Jul 09 '24 Sale 31.96 84,935 2,714,234 3,131,171 Jul 09 05:26 PM TAN LIP BU Director Jul 05 '24 Sale 31.76 45,476 1,444,284 39,736 Jul 09 05:26 PM TAN LIP BU Director Jul 03 '24 Sale 31.88 7,756 247,258 3,331,023 Jul 03 04:27 PM TAN LIP BU Director Jul 02 '24 Sale 31.75 894 28,389 3,338,779 Jul 03 04:27 PM Cheng Chi Fung Chief Technology Officer Jul 01 '24 Sale 31.04 55,000 1,707,266 9,443,602 Jul 03 04:26 PM Cheng Chi Fung Chief Technology Officer Jun 21 '24 Sale 27.49 55,000 1,512,060 9,498,602 Jun 25 04:16 PM Fleming Daniel W. Chief Financial Officer Jun 17 '24 Option Exercise 0.28 17,500 4,812 719,214 Jun 20 09:31 AM Fleming Daniel W. Chief Financial Officer Jun 17 '24 Sale 28.63 17,500 500,974 701,714 Jun 20 09:31 AM Cheng Chi Fung Chief Technology Officer Jun 13 '24 Sale 28.99 55,000 1,594,329 9,553,602 Jun 17 05:19 PM Lam Yat Tung Chief Operating Officer Jun 11 '24 Sale 28.21 10,000 282,116 3,130,945 Jun 13 04:14 PM Brennan William Joseph Pres & Chief Executive Officer Jun 06 '24 Sale 26.01 243,882 6,342,907 2,673,618 Jun 10 02:47 PM Brennan William Joseph Pres & Chief Executive Officer Jun 07 '24 Sale 27.32 95,110 2,598,528 527,652 Jun 10 02:47 PM Brennan William Joseph Pres & Chief Executive Officer Jun 06 '24 Sale 25.78 49,368 1,272,544 622,762 Jun 10 02:47 PM Cheng Chi Fung Chief Technology Officer Jun 03 '24 Sale 25.15 55,000 1,383,364 9,608,602 Jun 04 04:10 PM Fleming Daniel W. Chief Financial Officer May 30 '24 Option Exercise 0.28 20,000 5,500 724,174 Jun 03 04:58 PM Fleming Daniel W. Chief Financial Officer May 30 '24 Sale 25.15 20,000 503,052 704,174 Jun 03 04:58 PM Cheng Chi Fung Chief Technology Officer May 20 '24 Sale 19.07 55,000 1,048,998 9,663,602 May 22 05:56 PM Brennan William Joseph Pres & Chief Executive Officer May 17 '24 Sale 19.21 15,000 288,104 2,917,500 May 20 05:36 PM Brennan William Joseph Pres & Chief Executive Officer May 16 '24 Sale 18.87 15,000 283,076 2,932,500 May 20 05:36 PM Cheng Chi Fung Chief Technology Officer May 10 '24 Sale 17.43 55,000 958,397 9,718,602 May 14 05:13 PM Lam Yat Tung Chief Operating Officer May 10 '24 Sale 17.50 10,000 175,000 3,143,738 May 14 05:12 PM Brennan William Joseph Pres & Chief Executive Officer May 03 '24 Sale 17.35 15,000 260,226 2,947,500 May 03 05:46 PM Brennan William Joseph Pres & Chief Executive Officer May 02 '24 Sale 17.15 15,000 257,320 2,962,500 May 03 05:46 PM Cheng Chi Fung Chief Technology Officer May 01 '24 Sale 17.41 55,000 957,622 9,773,602 May 03 05:13 PM Cheng Chi Fung Chief Technology Officer Apr 19 '24 Sale 17.31 55,000 951,821 9,828,602 Apr 23 05:47 PM Brennan William Joseph Pres & Chief Executive Officer Apr 17 '24 Sale 19.16 15,000 287,421 2,992,500 Apr 18 05:27 PM Brennan William Joseph Pres & Chief Executive Officer Apr 18 '24 Sale 18.14 15,000 272,054 2,977,500 Apr 18 05:27 PM Cheng Chi Fung Chief Technology Officer Apr 11 '24 Sale 22.13 55,000 1,216,881 9,883,602 Apr 15 06:18 PM Lam Yat Tung Chief Operating Officer Apr 11 '24 Sale 22.72 78,127 1,774,709 720,000 Apr 15 06:18 PM Lam Yat Tung Chief Operating Officer Apr 11 '24 Sale 22.12 10,000 221,208 3,153,738 Apr 15 06:18 PM Brennan William Joseph Pres & Chief Executive Officer Apr 04 '24 Sale 22.31 15,000 334,708 3,022,500 Apr 08 04:18 PM Brennan William Joseph Pres & Chief Executive Officer Apr 05 '24 Sale 21.72 15,000 325,742 3,007,500 Apr 08 04:18 PM Lam Yat Tung Chief Operating Officer Apr 03 '24 Sale 22.58 153,825 3,473,832 798,527 Apr 05 05:47 PM Lam Yat Tung Chief Operating Officer Apr 04 '24 Sale 22.62 400 9,048 798,127 Apr 05 05:47 PM Cheng Chi Fung Chief Technology Officer Apr 01 '24 Sale 21.31 55,000 1,172,226 9,938,602 Apr 03 05:23 PM Brennan William Joseph Pres & Chief Executive Officer Mar 27 '24 Sale 21.58 15,000 323,626 3,052,500 Mar 29 04:00 PM Brennan William Joseph Pres & Chief Executive Officer Mar 28 '24 Sale 21.22 15,000 318,254 3,037,500 Mar 29 04:00 PM Lam Yat Tung Chief Operating Officer Mar 25 '24 Sale 22.51 94,329 2,123,044 912,878 Mar 27 07:50 PM Lam Yat Tung Chief Operating Officer Mar 26 '24 Sale 22.58 63,319 1,429,482 881,303 Mar 27 07:50 PM Cheng Chi Fung Chief Technology Officer Mar 21 '24 Sale 21.93 55,000 1,206,316 9,993,602 Mar 25 05:29 PM Lam Yat Tung Chief Operating Officer Mar 20 '24 Sale 20.06 92,267 1,850,651 960,000 Mar 21 05:54 PM Lam Yat Tung Chief Operating Officer Mar 19 '24 Sale 20.02 37,733 755,552 1,021,245 Mar 21 05:54 PM Brennan William Joseph Pres & Chief Executive Officer Mar 13 '24 Sale 20.55 15,000 308,288 3,082,500 Mar 15 06:08 PM Brennan William Joseph Pres & Chief Executive Officer Mar 14 '24 Sale 19.72 15,000 295,800 3,067,500 Mar 15 06:08 PM Lam Yat Tung Chief Operating Officer Mar 11 '24 Sale 20.93 130,000 2,720,664 1,040,000 Mar 13 05:03 PM Lam Yat Tung Chief Operating Officer Mar 11 '24 Sale 20.93 10,000 209,269 3,065,968 Mar 13 05:03 PM Cheng Chi Fung Chief Technology Officer Mar 11 '24 Sale 20.93 55,000 1,150,993 10,048,602 Mar 13 05:02 PM Fleming Daniel W. Chief Financial Officer Mar 11 '24 Option Exercise 0.28 17,500 4,812 624,134 Mar 13 05:01 PM Fleming Daniel W. Chief Financial Officer Mar 11 '24 Sale 21.45 17,500 375,394 606,634 Mar 13 05:01 PM Lam Yat Tung Chief Operating Officer Mar 04 '24 Sale 21.78 130,000 2,831,683 1,120,000 Mar 05 05:03 PM Cheng Chi Fung Chief Technology Officer Mar 01 '24 Sale 22.54 55,000 1,239,521 10,103,602 Mar 05 05:02 PM Lam Yat Tung Chief Operating Officer Feb 28 '24 Sale 22.92 215,364 4,936,475 1,200,000 Feb 29 04:53 PM Lam Yat Tung Chief Operating Officer Feb 27 '24 Sale 22.52 34,381 774,195 1,352,565 Feb 29 04:53 PM Zinsner David Director Dec 15 '23 Sale 19.43 10,000 194,300 49,166 Feb 28 05:35 PM Lam Yat Tung Chief Operating Officer Feb 22 '24 Sale 22.93 315,601 7,235,311 1,440,000 Feb 26 05:22 PM Lam Yat Tung Chief Operating Officer Feb 26 '24 Sale 22.55 140,255 3,162,056 1,369,725 Feb 26 05:22 PM Cheng Chi Fung Chief Technology Officer Feb 20 '24 Sale 21.17 55,000 1,164,256 10,158,602 Feb 22 01:52 PM Lam Yat Tung Chief Operating Officer Feb 16 '24 Sale 22.54 163,607 3,688,217 1,793,678 Feb 20 05:08 PM Lam Yat Tung Chief Operating Officer Feb 20 '24 Sale 21.17 130,000 2,752,602 1,731,923 Feb 20 05:08 PM Brennan William Joseph Pres & Chief Executive Officer Feb 16 '24 Sale 22.50 15,000 337,536 3,097,500 Feb 20 10:47 AM Brennan William Joseph Pres & Chief Executive Officer Feb 15 '24 Sale 22.39 15,000 335,898 3,112,500 Feb 20 10:47 AM Lam Yat Tung Chief Operating Officer Feb 14 '24 Sale 22.88 140,380 3,211,812 1,898,668 Feb 15 05:05 PM Lam Yat Tung Chief Operating Officer Feb 15 '24 Sale 22.52 46,321 1,043,082 1,875,493 Feb 15 05:05 PM Lam Yat Tung Chief Operating Officer Feb 13 '24 Sale 22.50 407 9,158 1,968,300 Feb 15 05:05 PM Cheng Chi Fung Chief Technology Officer Feb 09 '24 Sale 22.23 55,000 1,222,502 10,533,602 Feb 13 04:01 PM Lam Yat Tung Chief Operating Officer Feb 12 '24 Sale 22.54 344,068 7,755,557 1,968,607 Feb 13 03:34 PM Lam Yat Tung Chief Operating Officer Feb 09 '24 Sale 22.52 289,616 6,523,528 2,125,397 Feb 13 03:34 PM Lam Yat Tung Chief Operating Officer Feb 12 '24 Sale 22.48 10,000 224,769 3,078,198 Feb 13 03:34 PM Lam Yat Tung Chief Operating Officer Feb 05 '24 Sale 21.33 130,000 2,772,456 2,270,000 Feb 07 05:05 PM Thorngate-Gottlund Adam General Counsel & Secretary Feb 02 '24 Option Exercise 1.15 101,080 116,284 314,212 Feb 07 03:38 PM Cheng Chi Fung Chief Technology Officer Feb 01 '24 Sale 20.43 60,000 1,225,518 10,588,602 Feb 05 05:28 PM Brennan William Joseph Pres & Chief Executive Officer Feb 02 '24 Sale 20.53 15,000 308,018 3,127,500 Feb 05 05:18 PM Brennan William Joseph Pres & Chief Executive Officer Feb 01 '24 Sale 20.44 15,000 306,660 3,142,500 Feb 05 05:18 PM Brennan William Joseph Pres & Chief Executive Officer Jan 30 '24 Sale 21.05 15,000 315,783 3,172,500 Jan 31 07:54 PM Brennan William Joseph Pres & Chief Executive Officer Jan 31 '24 Sale 20.60 15,000 308,946 3,157,500 Jan 31 07:54 PM Thorngate-Gottlund Adam General Counsel & Secretary Jan 22 '24 Sale 22.03 14,883 327,844 218,249 Jan 24 04:06 PM Thorngate-Gottlund Adam General Counsel & Secretary Jan 23 '24 Sale 22.03 5,117 112,722 213,132 Jan 24 04:06 PM Cheng Chi Fung Chief Technology Officer Jan 22 '24 Sale 21.62 60,000 1,297,393 10,648,602 Jan 24 03:59 PM Brennan William Joseph Pres & Chief Executive Officer Jan 18 '24 Sale 19.31 15,000 289,688 3,202,500 Jan 22 05:59 PM Brennan William Joseph Pres & Chief Executive Officer Jan 19 '24 Sale 19.22 15,000 288,344 3,187,500 Jan 22 05:59 PM Lam Yat Tung Chief Operating Officer Jan 18 '24 Sale 19.14 270,980 5,185,970 2,320,000 Jan 18 06:40 PM Lam Yat Tung Chief Operating Officer Jan 16 '24 Sale 19.09 10,000 190,902 3,088,198 Jan 18 06:40 PM Cheng Chi Fung Chief Technology Officer Jan 12 '24 Sale 19.20 60,000 1,151,826 10,708,602 Jan 16 07:54 PM Lam Yat Tung Chief Operating Officer Jan 09 '24 Sale 20.03 104,902 2,100,720 2,417,429 Jan 11 05:22 PM Lam Yat Tung Chief Operating Officer Jan 10 '24 Sale 20.00 11,891 237,870 2,411,429 Jan 11 05:22 PM
Index S&P 500 P/E 47.88 EPS (ttm) 27.03 Insider Own 2.44% Shs Outstand 55.31M Perf Week -5.15%
Market Cap 72.62B Forward P/E 31.86 EPS next Y 40.62 Insider Trans -11.11% Shs Float 54.74M Perf Month 7.67%
Income 1.56B PEG 2.31 EPS next Q 9.27 Inst Own 95.91% Short Float 1.60% Perf Quarter -3.03%
Sales 7.60B P/S 9.55 EPS this Y 29.51% Inst Trans 1.63% Short Ratio 3.55 Perf Half Y 10.17%
Book/sh -44.90 P/B - EPS next Y 21.39% ROA 7.53% Short Interest 0.88M Perf Year 51.96%
Cash/sh 59.88 P/C 21.61 EPS next 5Y 20.71% ROE - 52W Range 774.00 - 1380.83 Perf YTD 27.93%
Dividend Est. 35.08 (2.71%) P/FCF 40.93 EPS past 5Y 6.17% ROI 8.26% 52W High -6.28% Beta 1.43
Dividend TTM - Quick Ratio 2.80 Sales past 5Y 12.64% Gross Margin 57.60% 52W Low 67.20% ATR (14) 31.36
Dividend Ex-Date Nov 17, 2023 Current Ratio 3.81 EPS Y/Y TTM 44.03% Oper. Margin 46.00% RSI (14) 48.53 Volatility 2.57% 2.07%
Employees 15500 Debt/Eq - Sales Y/Y TTM 21.72% Profit Margin 20.50% Recom 1.81 Target Price 1463.95
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 29.75% Payout 0.00% Rel Volume 0.63 Prev Close 1329.28
Sales Surprise 2.04% EPS Surprise 5.43% Sales Q/Q 17.26% Earnings Aug 06 BMO Avg Volume 246.84K Price 1294.17
SMA20 -0.56% SMA50 1.55% SMA200 8.85% Trades
Volume 156,163 Change -2.64%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-01-24 Initiated Northcoast
Neutral
Jan-17-24 Initiated KeyBanc Capital Markets
Overweight
$1180
Dec-12-23 Initiated William Blair
Outperform
Dec-01-23 Initiated Stifel
Hold
$1000
Nov-15-23 Downgrade Alembic Global Advisors
Overweight → Neutral
Oct-11-23 Initiated UBS
Neutral
$950
Sep-28-23 Initiated Deutsche Bank
Buy
$1001
Jul-06-23 Initiated Citigroup
Buy
$1042
Nov-28-22 Downgrade Wells Fargo
Overweight → Equal Weight
$735 → $660
Oct-12-22 Initiated Credit Suisse
Outperform
$661
Oct-11-22 Initiated Wolfe Research
Outperform
$650
Feb-16-22 Resumed Wolfe Research
Outperform
$760
Jan-07-22 Upgrade Truist
Hold → Buy
$600 → $786
Nov-23-21 Upgrade BofA Securities
Neutral → Buy
$700 → $790
Oct-22-21 Initiated RBC Capital Mkts
Outperform
$700
Sep-13-21 Resumed Goldman
Buy
$732
May-13-21 Initiated Wells Fargo
Overweight
$718
May-12-21 Upgrade Vertical Research
Hold → Buy
$604 → $667
Jan-22-21 Initiated Alembic Global Advisors
Overweight
$723
Jan-14-21 Downgrade BofA Securities
Buy → Neutral
$670
Show Previous Ratings
Sep-04-24 03:32AM
Sep-03-24 10:16PM
Aug-31-24 06:38PM
04:06PM
Aug-28-24 12:45PM
09:07AM
Loading…
Aug-23-24 09:07AM
Aug-20-24 12:01PM
Aug-19-24 04:54PM
Aug-16-24 07:02PM
03:59AM
Aug-12-24 12:45PM
Aug-07-24 09:30AM
07:49AM
(Thomson Reuters StreetEvents)
Aug-06-24 02:58PM
09:13AM
08:37AM
Loading…
08:37AM
08:25AM
07:31AM
07:24AM
(Associated Press Finance)
07:15AM
Aug-05-24 09:42AM
03:13AM
Aug-01-24 04:05PM
(Investor's Business Daily)
09:15AM
Jul-31-24 08:10AM
Jul-30-24 12:10PM
10:01AM
Jul-29-24 08:00AM
Jul-19-24 10:53AM
Jul-17-24 03:03AM
07:01PM
Loading…
Jul-16-24 07:01PM
09:35AM
Jul-13-24 05:42PM
03:29PM
Jul-03-24 05:32AM
Jun-28-24 08:26PM
06:30AM
Jun-27-24 03:49AM
Jun-21-24 08:00AM
Jun-19-24 02:40AM
Jun-17-24 06:30AM
Jun-06-24 11:31AM
08:28AM
May-31-24 09:33AM
May-30-24 04:40PM
12:00PM
08:00AM
May-28-24 09:04AM
07:30AM
May-22-24 09:30AM
07:30AM
May-16-24 08:23AM
May-15-24 07:01PM
05:12PM
10:00AM
May-14-24 12:00PM
05:45AM
May-13-24 04:58PM
May-10-24 05:56AM
01:02AM
May-09-24 02:09PM
09:40AM
05:50AM
May-08-24 04:02PM
12:26PM
12:14PM
10:16AM
09:30AM
08:19AM
06:31AM
06:10AM
06:10AM
06:05AM
06:04AM
06:04AM
06:03AM
06:03AM
06:03AM
May-07-24 07:25PM
11:31AM
08:49AM
08:32AM
08:30AM
07:54AM
07:45AM
(Investor's Business Daily)
07:35AM
07:28AM
(Associated Press Finance)
07:15AM
May-06-24 05:35PM
(Investor's Business Daily)
09:49AM
May-02-24 09:15AM
Apr-30-24 12:45PM
10:01AM
Apr-29-24 08:15AM
Apr-23-24 05:02PM
(Investor's Business Daily)
Apr-20-24 08:00AM
(Investor's Business Daily)
Apr-16-24 07:00PM
06:44AM
Apr-15-24 12:10PM
Mar-25-24 06:22PM
TransDigm Group, Inc. engages in the design, production, and supply of aircraft components. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power, and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Reiss Joel Co-Chief Operating Officer Aug 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Aug 16 04:33 PM Reiss Joel Co-Chief Operating Officer Aug 15 '24 Sale 1264.38 3,000 3,793,144 3,600 Aug 16 04:33 PM Howley W Nicholas Director Aug 15 '24 Option Exercise 215.92 5,472 1,181,514 27,020 Aug 16 04:33 PM Howley W Nicholas Director Aug 15 '24 Sale 1264.17 5,472 6,917,515 21,548 Aug 16 04:33 PM Stein Kevin M President & CEO Aug 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Aug 14 04:46 PM Stein Kevin M President & CEO Aug 12 '24 Sale 1228.24 10,000 12,282,378 8,158 Aug 14 04:46 PM Howley W Nicholas Director Jul 15 '24 Option Exercise 215.92 5,472 1,181,514 27,020 Jul 16 04:44 PM Howley W Nicholas Director Jul 15 '24 Sale 1242.30 5,073 6,302,201 21,548 Jul 16 04:44 PM Reiss Joel Co-Chief Operating Officer Jul 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Jul 16 04:43 PM Reiss Joel Co-Chief Operating Officer Jul 15 '24 Sale 1241.60 3,000 3,724,787 3,600 Jul 16 04:43 PM Stein Kevin M President & CEO Jul 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Jul 16 04:42 PM Stein Kevin M President & CEO Jul 12 '24 Sale 1248.60 10,000 12,486,045 8,158 Jul 16 04:42 PM Reiss Joel Co-Chief Operating Officer Jun 17 '24 Option Exercise 226.34 3,000 679,020 6,600 Jun 18 04:43 PM Reiss Joel Co-Chief Operating Officer Jun 17 '24 Sale 1311.67 3,000 3,935,025 3,600 Jun 18 04:43 PM Howley W Nicholas Director Jun 17 '24 Option Exercise 215.92 5,472 1,181,514 27,020 Jun 18 04:42 PM Howley W Nicholas Director Jun 17 '24 Sale 1317.22 5,472 7,207,834 21,548 Jun 18 04:42 PM Stein Kevin M President & CEO Jun 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Jun 13 09:20 PM Stein Kevin M President & CEO Jun 12 '24 Sale 1308.52 10,000 13,085,187 8,158 Jun 13 09:20 PM SMALL ROBERT J Director Jun 12 '24 Sale 1315.87 21,210 27,909,629 100,962 Jun 12 09:33 PM SMALL ROBERT J Director Jun 07 '24 Sale 1323.86 30,000 39,715,912 112,381 Jun 11 08:53 PM SMALL ROBERT J Director Jun 10 '24 Sale 1312.09 12,500 16,401,125 108,712 Jun 11 08:53 PM Warren Jessica L GC, CCO, Secretary Jun 06 '24 Option Exercise 347.42 1,450 503,759 975 Jun 10 04:34 PM Warren Jessica L GC, CCO, Secretary Jun 06 '24 Sale 1339.34 925 1,238,890 50 Jun 10 04:34 PM Stein Kevin M President & CEO May 13 '24 Option Exercise 270.88 10,000 2,708,800 18,158 May 15 05:07 PM Stein Kevin M President & CEO May 13 '24 Sale 1292.89 10,000 12,928,879 8,158 May 15 05:07 PM Reiss Joel Co-Chief Operating Officer May 15 '24 Option Exercise 226.34 3,000 679,020 6,600 May 15 05:06 PM Reiss Joel Co-Chief Operating Officer May 15 '24 Sale 1282.78 3,000 3,848,340 3,600 May 15 05:06 PM Howley W Nicholas Director May 09 '24 Sale 1318.14 197 259,510 0 May 13 04:51 PM Santana Michele Director Feb 12 '24 Sale 1112.22 1 1,112 658 May 09 08:26 PM Santana Michele Director Dec 22 '23 Sale 1000.55 1 1,001 659 May 09 08:26 PM HENNESSY SEAN P Director Jan 22 '24 Buy 1065.40 0 511 33,976 May 09 08:26 PM Stein Kevin M President & CEO Apr 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Apr 16 04:02 PM Stein Kevin M President & CEO Apr 12 '24 Sale 1216.16 10,000 12,161,565 8,158 Apr 16 04:02 PM Reiss Joel Co-Chief Operating Officer Apr 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Apr 16 04:02 PM Reiss Joel Co-Chief Operating Officer Apr 15 '24 Sale 1233.10 3,000 3,699,290 3,600 Apr 16 04:02 PM Reiss Joel Co-Chief Operating Officer Mar 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Mar 19 03:43 PM Reiss Joel Co-Chief Operating Officer Mar 15 '24 Sale 1172.26 3,000 3,516,794 3,600 Mar 19 03:43 PM Valladares Jorge Director Mar 12 '24 Option Exercise 226.34 6,346 1,436,354 17,346 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Option Exercise 226.34 3,453 781,552 1,151 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Sale 1180.01 6,346 7,488,326 11,000 Mar 13 04:16 PM Valladares Jorge Director Mar 12 '24 Sale 1180.01 3,453 4,074,565 0 Mar 13 04:16 PM Stein Kevin M President & CEO Mar 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Mar 13 04:16 PM Stein Kevin M President & CEO Mar 12 '24 Sale 1165.14 10,000 11,651,377 8,158 Mar 13 04:16 PM Valladares Jorge Director Mar 08 '24 Option Exercise 226.34 1,866 422,350 622 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Option Exercise 226.34 578 130,825 11,578 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Sale 1180.00 1,866 2,201,880 0 Mar 12 03:30 PM Valladares Jorge Director Mar 08 '24 Sale 1180.00 578 682,040 11,000 Mar 12 03:30 PM SMALL ROBERT J Director Feb 27 '24 Sale 1160.50 253,890 294,639,345 121,238 Feb 29 08:23 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 2,427 549,327 2,427 Feb 28 04:44 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 2,427 2,892,954 0 Feb 28 04:44 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 9,476 2,144,798 20,476 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Option Exercise 226.34 4,854 1,098,654 2,427 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 9,476 11,295,267 11,000 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 4,854 5,785,905 0 Feb 28 04:43 PM Lisman Michael Co-Chief Operating Officer Feb 23 '24 Option Exercise 347.17 8,000 2,777,360 8,000 Feb 27 09:18 PM Lisman Michael Co-Chief Operating Officer Feb 26 '24 Option Exercise 347.17 8,000 2,777,360 8,000 Feb 27 09:18 PM Lisman Michael Co-Chief Operating Officer Feb 23 '24 Sale 1198.50 8,000 9,588,012 0 Feb 27 09:18 PM Lisman Michael Co-Chief Operating Officer Feb 26 '24 Sale 1195.01 8,000 9,560,076 0 Feb 27 09:18 PM Howley W Nicholas Director Feb 22 '24 Option Exercise 176.24 59,214 10,435,642 80,762 Feb 26 08:36 PM Howley W Nicholas Director Feb 22 '24 Sale 1173.76 59,214 69,502,737 21,548 Feb 26 08:36 PM Wynne Sarah Chief Financial Officer Feb 21 '24 Option Exercise 322.62 8,550 2,758,378 6,550 Feb 23 09:10 AM Wynne Sarah Chief Financial Officer Feb 21 '24 Sale 1159.00 5,850 6,780,126 700 Feb 23 09:10 AM Howley W Nicholas Director Feb 21 '24 Option Exercise 172.84 9,381 1,621,412 30,929 Feb 22 11:15 AM Howley W Nicholas Director Feb 21 '24 Sale 1165.00 9,381 10,928,865 21,548 Feb 22 11:15 AM Howley W Nicholas Director Feb 15 '24 Option Exercise 172.84 3,530 610,125 25,078 Feb 20 01:05 PM Howley W Nicholas Director Feb 16 '24 Option Exercise 172.84 1,994 344,643 23,543 Feb 20 01:05 PM Howley W Nicholas Director Feb 15 '24 Sale 1141.61 3,133 3,576,669 21,548 Feb 20 01:05 PM Howley W Nicholas Director Feb 16 '24 Sale 1160.55 2,391 2,774,871 21,549 Feb 20 01:05 PM Reiss Joel Co-Chief Operating Officer Feb 15 '24 Option Exercise 226.34 3,000 679,020 6,600 Feb 20 12:19 PM Reiss Joel Co-Chief Operating Officer Feb 15 '24 Sale 1140.48 3,000 3,421,435 3,600 Feb 20 12:19 PM SMALL ROBERT J Director Feb 15 '24 Option Exercise 126.17 4,478 564,989 25,423 Feb 20 12:17 PM SMALL ROBERT J Director Feb 15 '24 Sale 1155.97 4,478 5,176,456 20,945 Feb 20 12:17 PM Graff Michael Director Feb 13 '24 Option Exercise 206.73 3,460 715,286 8,339 Feb 13 02:38 PM Graff Michael Director Feb 13 '24 Sale 1108.17 3,460 3,834,264 4,879 Feb 13 02:38 PM Reiss Joel Co-Chief Operating Officer Jan 16 '24 Option Exercise 226.34 3,000 679,020 6,600 Jan 18 05:07 PM Reiss Joel Co-Chief Operating Officer Jan 16 '24 Sale 1022.29 3,000 3,066,866 3,600 Jan 18 05:07 PM Howley W Nicholas Director Jan 16 '24 Option Exercise 172.84 3,530 610,125 25,078 Jan 18 04:49 PM Howley W Nicholas Director Jan 16 '24 Sale 1022.27 3,530 3,608,612 21,548 Jan 18 04:49 PM Howley W Nicholas Director Jan 10 '24 Option Exercise 172.84 38,863 6,717,081 60,411 Jan 12 10:07 AM Howley W Nicholas Director Jan 11 '24 Option Exercise 172.84 14,087 2,434,797 35,635 Jan 12 10:07 AM Howley W Nicholas Director Jan 10 '24 Sale 1015.05 38,863 39,447,930 21,548 Jan 12 10:07 AM Howley W Nicholas Director Jan 11 '24 Sale 1015.00 14,087 14,298,305 21,548 Jan 12 10:07 AM Howley W Nicholas Director Dec 29 '23 Option Exercise 172.84 23,653 4,088,185 45,201 Jan 02 11:49 AM Howley W Nicholas Director Dec 29 '23 Sale 1015.00 23,653 24,007,819 21,548 Jan 02 11:49 AM Howley W Nicholas Director Dec 15 '23 Option Exercise 172.84 6,296 1,088,201 27,844 Dec 18 08:41 PM Howley W Nicholas Director Dec 15 '23 Sale 987.07 6,296 6,214,617 21,548 Dec 18 08:41 PM Reiss Joel Co-Chief Operating Officer Dec 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Dec 18 02:38 PM Reiss Joel Co-Chief Operating Officer Dec 15 '23 Sale 994.84 3,000 2,984,529 3,600 Dec 18 02:38 PM Howley W Nicholas Director Dec 13 '23 Option Exercise 172.84 1,821 314,742 23,369 Dec 15 09:40 AM Howley W Nicholas Director Dec 13 '23 Sale 1015.02 1,821 1,848,343 21,548 Dec 15 09:40 AM Lisman Michael Co-Chief Operating Officer Dec 12 '23 Option Exercise 347.17 12,000 4,166,040 14,309 Dec 14 08:52 AM Lisman Michael Co-Chief Operating Officer Dec 12 '23 Sale 997.51 12,000 11,970,112 2,309 Dec 14 08:52 AM SMALL ROBERT J Director Dec 12 '23 Sale 997.89 18,522 18,482,983 158,858 Dec 13 04:29 PM HENNESSY SEAN P Director Nov 22 '23 Option Exercise 172.84 3,650 630,866 37,585 Nov 27 04:25 PM HENNESSY SEAN P Director Nov 22 '23 Sale 971.15 3,650 3,544,700 33,935 Nov 27 04:25 PM SMALL ROBERT J Director Nov 21 '23 Sale 969.93 23,201 22,503,259 177,380 Nov 22 04:57 PM SMALL ROBERT J Director Nov 17 '23 Sale 957.45 46,700 44,713,112 183,520 Nov 20 08:58 PM SMALL ROBERT J Director Nov 20 '23 Sale 965.20 39,558 38,181,337 179,615 Nov 20 08:58 PM SMALL ROBERT J Director Nov 16 '23 Sale 988.76 20,000 19,775,110 187,870 Nov 20 08:58 PM Valladares Jorge Director Nov 15 '23 Option Exercise 226.34 12,859 2,910,506 23,859 Nov 16 02:23 PM
Index S&P 500 P/E 14.74 EPS (ttm) 29.19 Insider Own 0.19% Shs Outstand 100.17M Perf Week -2.89%
Market Cap 42.24B Forward P/E 11.27 EPS next Y 38.16 Insider Trans -12.91% Shs Float 98.00M Perf Month 9.53%
Income 3.07B PEG 0.84 EPS next Q 8.84 Inst Own 87.24% Short Float 1.42% Perf Quarter 1.10%
Sales 17.01B P/S 2.48 EPS this Y 17.63% Inst Trans -1.52% Short Ratio 2.95 Perf Half Y 4.21%
Book/sh 50.72 P/B 8.48 EPS next Y 9.69% ROA 1.76% Short Interest 1.40M Perf Year 26.63%
Cash/sh 80.13 P/C 5.37 EPS next 5Y 17.60% ROE 67.63% 52W Range 306.63 - 450.35 Perf YTD 13.25%
Dividend Est. 5.80 (1.35%) P/FCF 6.00 EPS past 5Y 10.79% ROI 28.47% 52W High -4.48% Beta 1.34
Dividend TTM 5.66 (1.32%) Quick Ratio - Sales past 5Y 4.72% Gross Margin 53.74% 52W Low 40.29% ATR (14) 8.49
Dividend Ex-Date Aug 05, 2024 Current Ratio - EPS Y/Y TTM 36.92% Oper. Margin 24.80% RSI (14) 48.57 Volatility 2.28% 1.70%
Employees 13800 Debt/Eq 1.20 Sales Y/Y TTM 12.87% Profit Margin 18.03% Recom 2.07 Target Price 472.33
Option/Short Yes / Yes LT Debt/Eq 1.16 EPS Q/Q -2.35% Payout 22.35% Rel Volume 1.18 Prev Close 439.55
Sales Surprise 3.60% EPS Surprise 0.02% Sales Q/Q 9.97% Earnings Jul 24 AMC Avg Volume 472.97K Price 430.17
SMA20 -0.04% SMA50 0.61% SMA200 4.97% Trades
Volume 557,301 Change -2.13%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated Raymond James
Mkt Perform
Jan-04-24 Downgrade Evercore ISI
Outperform → In-line
$385 → $400
Jan-03-24 Upgrade Goldman
Neutral → Buy
$355 → $452
Dec-22-23 Resumed Morgan Stanley
Equal-Weight
$365 → $383
Dec-19-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$325
Sep-07-22 Initiated BofA Securities
Buy
$336
Jun-24-22 Downgrade Goldman
Buy → Neutral
$325 → $270
Apr-06-22 Downgrade Piper Sandler
Neutral → Underweight
$325 → $310
Mar-01-22 Downgrade Piper Sandler
Overweight → Neutral
$370 → $325
Jan-26-22 Initiated Jefferies
Buy
$355
Jan-05-22 Upgrade Evercore ISI
In-line → Outperform
$305 → $362
Oct-12-21 Initiated Wolfe Research
Outperform
$328
Mar-19-21 Resumed UBS
Buy
$232 → $260
Aug-13-20 Initiated Barclays
Overweight
$195
Jun-25-20 Upgrade Goldman
Neutral → Buy
$125 → $185
Jan-07-20 Downgrade Morgan Stanley
Overweight → Equal-Weight
$175
Jan-03-20 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$149 → $190
May-13-19 Upgrade Credit Suisse
Neutral → Outperform
$145 → $202
Jan-09-19 Upgrade Barclays
Equal Weight → Overweight
$165 → $135
Jan-02-19 Upgrade Sandler O'Neill
Hold → Buy
Show Previous Ratings
Sep-05-24 12:47PM
Aug-30-24 08:19AM
Aug-26-24 09:58AM
07:49AM
Aug-22-24 04:17PM
02:57PM
Loading…
Aug-21-24 02:57PM
11:52AM
Aug-19-24 01:34PM
Aug-16-24 04:38PM
Aug-15-24 08:39AM
Aug-14-24 05:51PM
Aug-13-24 01:08PM
10:00AM
Aug-07-24 10:05AM
01:04AM
03:44PM
Loading…
Aug-02-24 03:44PM
Aug-01-24 03:01PM
Jul-31-24 11:15AM
Jul-30-24 05:10PM
03:54PM
02:52PM
02:20PM
01:40PM
12:40PM
Jul-26-24 08:28AM
04:11AM
(Thomson Reuters StreetEvents)
Jul-25-24 09:59AM
Jul-24-24 07:30PM
05:25PM
05:15PM
04:13PM
Loading…
04:13PM
(Associated Press Finance)
04:10PM
04:08PM
Jul-22-24 03:38PM
01:45PM
11:14AM
Jul-17-24 10:01AM
Jul-16-24 05:06PM
Jul-10-24 02:44PM
(Investor's Business Daily)
09:00AM
Jul-09-24 12:10PM
Jul-05-24 02:18PM
Jun-27-24 09:25PM
05:02PM
11:30AM
Jun-25-24 12:00PM
Jun-21-24 09:40AM
Jun-20-24 12:49PM
Jun-07-24 04:02PM
(Investor's Business Daily)
Jun-05-24 09:40AM
Jun-04-24 11:54AM
09:50AM
May-28-24 11:00AM
May-20-24 04:24PM
May-17-24 09:40AM
May-14-24 08:00AM
(Investor's Business Daily)
May-10-24 09:50AM
May-08-24 09:22PM
May-07-24 04:57PM
01:04AM
May-06-24 08:02AM
May-02-24 07:04AM
Apr-30-24 11:54AM
Apr-28-24 09:55AM
Apr-26-24 12:00PM
09:40AM
Apr-24-24 11:17AM
03:07AM
01:00AM
(Thomson Reuters StreetEvents)
Apr-23-24 12:46PM
12:06PM
Apr-22-24 06:00PM
05:31PM
04:50PM
04:43PM
04:29PM
(Associated Press Finance)
04:10PM
04:08PM
Apr-19-24 09:24AM
Apr-18-24 01:51PM
12:07PM
08:36AM
Apr-17-24 09:15AM
06:00AM
Apr-16-24 12:22PM
Apr-15-24 10:00AM
Apr-12-24 08:36AM
Apr-11-24 09:59AM
Apr-10-24 10:00AM
09:40AM
Apr-09-24 09:30AM
Apr-08-24 04:10PM
12:10PM
Apr-05-24 04:09PM
Mar-28-24 02:00PM
09:40AM
09:15AM
Mar-26-24 09:50AM
Mar-25-24 12:00PM
Mar-22-24 06:58PM
Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Davies William EXECUTIVE VP, GLOBAL CIO Aug 30 '24 Sale 442.07 8,700 3,846,009 13,199 Sep 04 04:44 PM William Davies Officer Aug 30 '24 Proposed Sale 442.07 8,700 3,846,009 Aug 30 09:35 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Aug 28 '24 Option Exercise 126.89 39,323 4,989,695 48,604 Aug 30 04:02 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Aug 28 '24 Sale 441.56 15,584 6,881,234 13,404 Aug 30 04:02 PM TRUSCOTT WILLIAM F Officer Aug 28 '24 Proposed Sale 441.56 15,584 6,881,233 Aug 28 06:31 PM Sharpe Robert Francis JR Director Aug 05 '24 Proposed Sale 394.46 250 98,615 Aug 05 11:06 AM Brockman Dawn M. SVP AND CONTROLLER Jul 11 '24 Option Exercise 0.00 11 0 1,299 Jul 15 06:49 PM Sharpe Robert Francis JR Director May 16 '24 Sale 438.07 1,500 657,101 11,000 May 20 04:16 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Option Exercise 123.37 4,235 522,472 11,229 Mar 29 04:04 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Sale 437.00 1,652 721,930 6,994 Mar 29 04:04 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Option Exercise 128.76 461 59,358 1,749 Mar 28 04:50 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Sale 434.13 224 97,245 1,288 Mar 28 04:50 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Feb 28 '24 Sale 412.05 8,000 3,296,360 13,134 Mar 01 04:47 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Feb 26 '24 Option Exercise 152.43 6,632 1,010,922 12,598 Feb 28 04:38 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Feb 26 '24 Sale 407.92 4,440 1,811,169 3,787 Feb 28 04:38 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Feb 22 '24 Sale 400.98 385 154,378 6,994 Feb 26 06:51 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 22 '24 Sale 401.48 12,000 4,817,789 169,012 Feb 26 06:50 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 26 '24 Sale 408.63 5,000 2,043,162 159,012 Feb 26 06:50 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 23 '24 Sale 407.16 5,000 2,035,808 164,012 Feb 26 06:50 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 16 '24 Sale 399.64 11,288 4,511,163 185,310 Feb 21 08:23 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 20 '24 Sale 397.22 4,298 1,707,247 181,012 Feb 21 08:23 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 12 '24 Option Exercise 179.84 39,834 7,163,747 228,170 Feb 13 08:44 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 12 '24 Sale 401.11 2,493 999,979 196,598 Feb 13 08:44 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Feb 12 '24 Sale 401.82 7,200 2,893,092 7,000 Feb 13 08:42 PM Berman Walter Stanley EXECUTIVE VP AND CFO Feb 07 '24 Sale 387.81 13,346 5,175,664 6,409 Feb 09 08:21 PM Sharpe Robert Francis JR Director Feb 06 '24 Sale 386.60 4,000 1,546,386 12,500 Feb 08 05:46 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Jan 26 '24 Option Exercise 179.84 30,958 5,567,487 44,133 Jan 30 08:57 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Jan 26 '24 Sale 390.22 9,689 3,780,832 12,126 Jan 30 08:57 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Jan 29 '24 Option Exercise 179.84 18,220 3,276,685 27,641 Jan 30 08:51 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Jan 29 '24 Sale 389.47 5,146 2,004,192 9,421 Jan 30 08:51 PM Brockman Dawn M. SVP AND CONTROLLER Dec 18 '23 Option Exercise 107.61 420 45,196 1,396 Dec 20 04:19 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Dec 14 '23 Sale 378.23 3,000 1,134,692 8,166 Dec 18 04:27 PM Berman Walter Stanley EXECUTIVE VP AND CFO Dec 13 '23 Option Exercise 179.84 25,382 4,564,699 33,430 Dec 15 04:54 PM Berman Walter Stanley EXECUTIVE VP AND CFO Dec 13 '23 Sale 370.81 6,409 2,376,552 8,048 Dec 15 04:54 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Dec 11 '23 Option Exercise 179.84 40,000 7,193,600 197,103 Dec 13 04:55 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Dec 11 '23 Sale 365.86 9,948 3,639,586 157,103 Dec 13 04:55 PM
Index NDX, S&P 500 P/E 9.29 EPS (ttm) 19.35 Insider Own 0.48% Shs Outstand 178.72M Perf Week -8.67%
Market Cap 32.06B Forward P/E 8.91 EPS next Y 20.16 Insider Trans -15.63% Shs Float 177.53M Perf Month -5.39%
Income 3.46B PEG 1.28 EPS next Q 4.79 Inst Own 91.57% Short Float 3.24% Perf Quarter -5.23%
Sales 9.28B P/S 3.46 EPS this Y 5.86% Inst Trans -0.34% Short Ratio 4.51 Perf Half Y -0.43%
Book/sh 97.81 P/B 1.84 EPS next Y 5.75% ROA 10.93% Short Interest 5.76M Perf Year 19.90%
Cash/sh 38.74 P/C 4.64 EPS next 5Y 7.25% ROE 20.94% 52W Range 137.39 - 212.93 Perf YTD 18.77%
Dividend Est. 9.22 (5.13% ) P/FCF 9.82 EPS past 5Y 16.56% ROI 11.74% 52W High -15.59% Beta 1.89
Dividend TTM 4.98 (2.77%) Quick Ratio 3.64 Sales past 5Y 44.77% Gross Margin 55.04% 52W Low 30.82% ATR (14) 4.89
Dividend Ex-Date Aug 15, 2024 Current Ratio 3.66 EPS Y/Y TTM 0.32% Oper. Margin 52.11% RSI (14) 32.16 Volatility 2.49% 2.14%
Employees 1023 Debt/Eq 0.69 Sales Y/Y TTM 11.64% Profit Margin 37.25% Recom 1.66 Target Price 225.96
Option/Short Yes / Yes LT Debt/Eq 0.69 EPS Q/Q 52.52% Payout 46.08% Rel Volume 1.16 Prev Close 184.01
Sales Surprise 13.18% EPS Surprise 0.48% Sales Q/Q 29.39% Earnings Aug 05 AMC Avg Volume 1.28M Price 179.73
SMA20 -7.19% SMA50 -8.91% SMA200 -0.57% Trades
Volume 1,477,701 Change -2.33%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-18-24 Initiated Wolfe Research
Peer Perform
Jun-06-24 Initiated Bernstein
Outperform
$243
Apr-10-24 Initiated Barclays
Equal Weight
$214
Feb-12-24 Upgrade BofA Securities
Underperform → Neutral
$129 → $170
Oct-23-23 Downgrade Citigroup
Buy → Neutral
$160 → $170
Jul-13-23 Initiated The Benchmark Company
Buy
$154
Apr-19-23 Initiated UBS
Buy
$177
Jan-25-23 Initiated Wells Fargo
Overweight
$181
Jan-10-23 Resumed Mizuho
Buy
$211 → $195
Dec-05-22 Upgrade Johnson Rice
Accumulate → Buy
$210
Nov-28-22 Downgrade BofA Securities
Neutral → Underperform
$143
Oct-19-22 Initiated Jefferies
Hold
$159
Sep-20-22 Initiated KeyBanc Capital Markets
Overweight
$163
Jul-20-22 Resumed MKM Partners
Buy
$155
May-25-22 Upgrade Barclays
Equal Weight → Overweight
$162 → $160
Mar-08-22 Upgrade Scotiabank
Sector Perform → Sector Outperform
Mar-08-22 Downgrade BofA Securities
Buy → Neutral
$165 → $170
Nov-17-21 Downgrade Scotiabank
Sector Outperform → Sector Perform
$125
Jun-08-21 Upgrade Johnson Rice
Hold → Accumulate
$92 → $114
May-21-21 Upgrade Scotiabank
Sector Perform → Sector Outperform
$86 → $95
Show Previous Ratings
Sep-04-24 11:30AM
09:40AM
Sep-02-24 06:45AM
Aug-31-24 10:49PM
Aug-22-24 03:16PM
(Investor's Business Daily)
02:01PM
Loading…
Aug-14-24 02:01PM
Aug-13-24 05:30PM
03:02PM
06:06AM
Aug-09-24 01:06AM
Aug-08-24 08:16AM
Aug-07-24 01:46AM
(Thomson Reuters StreetEvents)
Aug-06-24 01:49PM
01:30PM
12:26PM
08:59PM
Loading…
Aug-05-24 08:59PM
05:48PM
05:10PM
04:09PM
(Associated Press Finance)
04:02PM
04:01PM
04:01PM
Aug-02-24 06:28PM
Aug-01-24 08:20AM
Jul-31-24 05:00PM
Jul-30-24 06:15PM
Jul-29-24 10:00AM
Jul-24-24 06:15PM
Jul-22-24 12:59PM
Jul-19-24 05:36PM
07:51AM
Loading…
Jul-18-24 07:51AM
Jul-14-24 06:35AM
Jul-12-24 06:15PM
Jul-11-24 06:00AM
Jul-10-24 01:46PM
Jul-09-24 12:10PM
Jul-05-24 01:41PM
Jul-03-24 06:38PM
04:42PM
Jul-02-24 02:43PM
(Investor's Business Daily)
Jun-28-24 06:15PM
Jun-27-24 06:12AM
Jun-24-24 04:37PM
04:35PM
Jun-21-24 11:05AM
09:50AM
Jun-18-24 12:22PM
09:40AM
Jun-17-24 06:15PM
01:07PM
Jun-14-24 07:35AM
07:10AM
Jun-12-24 07:00PM
Jun-11-24 02:23PM
12:19PM
09:57AM
Jun-10-24 06:15PM
Jun-07-24 08:44AM
08:13AM
07:50AM
Jun-06-24 09:43AM
09:39AM
06:00AM
Jun-04-24 06:15PM
Jun-03-24 05:06PM
04:45PM
03:59PM
Jun-02-24 06:37AM
May-30-24 11:31AM
May-29-24 07:00PM
09:46AM
08:31AM
May-28-24 08:02PM
03:29PM
02:24PM
08:19AM
May-23-24 09:00AM
May-20-24 07:00PM
07:00PM
04:17PM
09:18AM
03:27AM
May-14-24 01:24PM
06:40AM
May-13-24 08:02AM
07:03AM
06:09AM
May-10-24 01:39PM
May-08-24 10:32AM
07:14AM
(Thomson Reuters StreetEvents)
May-07-24 09:40AM
09:30AM
May-06-24 06:34AM
May-03-24 04:25PM
(Investor's Business Daily)
02:41PM
06:15AM
May-02-24 09:29AM
03:13AM
May-01-24 11:30PM
(Thomson Reuters StreetEvents)
07:30PM
Diamondback Energy, Inc. is an independent oil and natural gas company, which engages in the acquisition, development, exploration, and exploitation of unconventional, onshore oil, and natural gas reserves. It operates through the Upstream and Midstream Services segments. The Upstream segment focuses on the Permian Basin operations in West Texas. The Midstream Services segment is involved in the Midland and Delaware Basins. The company was founded in December 2007 and is headquartered in Midland, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Dick Teresa L. CAO, Exec. VP, Assist. Sec. Aug 09 '24 Sale 200.00 5,000 1,000,000 88,953 Aug 12 04:09 PM Van't Hof Matthew Kaes President & CFO Aug 08 '24 Sale 198.15 50,000 9,907,706 100,718 Aug 12 04:07 PM Dick Teresa L. Officer Aug 09 '24 Proposed Sale 200.00 5,000 1,000,000 Aug 09 05:16 PM Van't Hof Matthew Kaes Officer Aug 08 '24 Proposed Sale 198.15 50,000 9,907,705 Aug 08 04:50 PM Barkmann Albert Exec. VP and Chief Engineer Jun 10 '24 Sale 194.75 1,000 194,750 15,162 Jun 12 04:33 PM Wesson Daniel N Exec. VP & COO Jun 10 '24 Sale 194.69 4,000 778,760 65,677 Jun 12 04:33 PM Wesson Daniel N Exec. VP & COO May 28 '24 Sale 197.14 6,000 1,182,844 69,677 May 29 04:02 PM Zmigrosky Matt EVP, Chief Legal and Admin Off May 17 '24 Sale 198.15 6,000 1,188,884 38,445 May 20 04:14 PM Van't Hof Matthew Kaes President & CFO May 16 '24 Sale 195.69 25,000 4,892,312 160,882 May 20 04:13 PM Thompson Jere W III Exec. VP - Strategy & Corp Dev May 03 '24 Sale 199.90 900 179,910 7,585 May 07 04:06 PM Stice Travis D. Chief Executive Officer Apr 02 '24 Sale 200.00 30,000 6,000,060 446,610 Apr 04 04:34 PM Dick Teresa L. CAO, Exec. VP, Assist. Sec. Mar 21 '24 Sale 193.92 2,000 387,840 94,523 Mar 25 04:05 PM Zmigrosky Matt EVP, Chief Legal and Admin Off Mar 21 '24 Sale 193.94 5,000 969,684 44,445 Mar 25 04:05 PM Dick Teresa L. CAO, Exec. VP, Assist. Sec. Mar 20 '24 Sale 192.00 2,000 384,000 96,523 Mar 21 04:15 PM Wesson Daniel N Exec. VP & COO Mar 19 '24 Sale 192.17 6,000 1,153,024 78,218 Mar 21 04:15 PM Thompson Jere W III Exec. VP - Strategy & Corp Dev Mar 19 '24 Sale 192.35 2,675 514,524 8,485 Mar 21 04:15 PM Barkmann Albert Exec. VP and Chief Engineer Mar 20 '24 Sale 190.75 1,066 203,340 16,315 Mar 21 04:15 PM Van't Hof Matthew Kaes President & CFO Mar 20 '24 Sale 190.82 12,000 2,289,847 185,882 Mar 21 04:14 PM Diamondback Energy, Inc. Director Oct 31 '23 Option Exercise 27.72 7,215,007 199,999,994 7,946,507 Mar 08 04:45 PM Diamondback Energy, Inc. Director Mar 08 '24 Sale 34.12 13,225,000 451,303,125 0 Mar 08 04:45 PM Stice Travis D. Chief Executive Officer Feb 15 '24 Sale 175.00 30,000 5,250,144 386,242 Feb 20 04:24 PM Stice Travis D. Chief Executive Officer Jan 03 '24 Sale 160.01 30,000 4,800,246 416,242 Jan 04 04:18 PM Van't Hof Matthew Kaes President & CFO Dec 14 '23 Sale 153.32 4,000 613,266 151,980 Dec 18 04:04 PM Zmigrosky Matt EVP, Chief Legal and Admin Off Sep 12 '23 Sale 157.17 2,706 425,302 27,480 Sep 14 04:05 PM Houston David L Director Sep 12 '23 Sale 156.54 8,000 1,252,342 11,565 Sep 14 04:05 PM
Index S&P 500 P/E 27.39 EPS (ttm) 31.39 Insider Own 0.90% Shs Outstand 25.59M Perf Week -8.65%
Market Cap 21.85B Forward P/E 23.65 EPS next Y 36.36 Insider Trans -13.04% Shs Float 25.18M Perf Month 1.98%
Income 811.64M PEG 2.40 EPS next Q 7.28 Inst Own 100.11% Short Float 3.74% Perf Quarter -19.29%
Sales 4.44B P/S 4.92 EPS this Y 9.54% Inst Trans -0.11% Short Ratio 2.72 Perf Half Y -5.80%
Book/sh 81.59 P/B 10.54 EPS next Y 13.82% ROA 26.38% Short Interest 0.94M Perf Year 63.55%
Cash/sh 56.61 P/C 15.19 EPS next 5Y 11.40% ROE 41.87% 52W Range 484.02 - 1106.89 Perf YTD 28.65%
Dividend Est. - P/FCF 23.26 EPS past 5Y 26.96% ROI 35.44% 52W High -22.31% Beta 1.07
Dividend TTM - Quick Ratio 2.04 Sales past 5Y 16.52% Gross Margin 55.14% 52W Low 77.67% ATR (14) 29.18
Dividend Ex-Date - Current Ratio 2.86 EPS Y/Y TTM 55.54% Oper. Margin 22.56% RSI (14) 37.11 Volatility 3.49% 2.78%
Employees 4800 Debt/Eq 0.13 Sales Y/Y TTM 20.36% Profit Margin 18.27% Recom 1.87 Target Price 1078.05
Option/Short Yes / Yes LT Debt/Eq 0.10 EPS Q/Q 87.20% Payout 0.00% Rel Volume 1.12 Prev Close 879.38
Sales Surprise 2.21% EPS Surprise 29.90% Sales Q/Q 22.13% Earnings Jul 25 AMC Avg Volume 345.77K Price 859.96
SMA20 -7.90% SMA50 -6.23% SMA200 0.30% Trades
Volume 386,043 Change -2.21%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-23-24 Resumed Piper Sandler
Neutral
$1000
May-28-24 Upgrade Truist
Hold → Buy
$1011 → $1200
May-24-24 Reiterated Telsey Advisory Group
Outperform
$985 → $1100
May-20-24 Reiterated Telsey Advisory Group
Outperform
$930 → $985
Apr-25-24 Downgrade BofA Securities
Buy → Neutral
$875 → $860
Apr-10-24 Downgrade Truist
Buy → Hold
$983 → $864
Apr-01-24 Initiated Barclays
Overweight
$1110
Feb-15-24 Initiated Evercore ISI
Outperform
$960
Feb-07-24 Initiated KeyBanc Capital Markets
Overweight
$960
Feb-02-24 Reiterated Telsey Advisory Group
Outperform
$850 → $930
Jan-25-24 Reiterated Telsey Advisory Group
Outperform
$800 → $850
Dec-14-23 Downgrade Stifel
Buy → Hold
$600 → $709
Dec-08-23 Downgrade Citigroup
Buy → Neutral
$665 → $710
Nov-17-23 Initiated Truist
Buy
$735
Nov-16-23 Downgrade Piper Sandler
Overweight → Neutral
$620 → $650
Jul-24-23 Reiterated Seaport Research Partners
Buy
$560 → $620
Jun-14-23 Initiated Raymond James
Outperform
$565
Apr-04-23 Reiterated Piper Sandler
Overweight
$485 → $535
Feb-07-23 Resumed BTIG Research
Buy
$515
Nov-01-22 Resumed BofA Securities
Buy
$425
Show Previous Ratings
Sep-05-24 05:50PM
09:40AM
Sep-04-24 09:00AM
Sep-03-24 10:25PM
03:45PM
(Investor's Business Daily)
09:00AM
Loading…
09:00AM
Aug-31-24 06:38PM
Aug-30-24 05:50PM
Aug-29-24 09:30AM
Aug-28-24 10:55AM
09:40AM
09:38AM
Aug-27-24 09:00AM
Aug-26-24 12:03PM
Aug-22-24 09:50AM
09:00AM
Loading…
Aug-20-24 09:00AM
Aug-16-24 09:30AM
Aug-15-24 11:00AM
10:20AM
10:00AM
09:30AM
Aug-14-24 09:51AM
(Investor's Business Daily)
05:08AM
04:48AM
Aug-13-24 05:43PM
09:30AM
08:51AM
Aug-12-24 09:40AM
Aug-09-24 09:00AM
Aug-05-24 11:26AM
09:45AM
Loading…
09:45AM
09:38AM
09:30AM
Aug-04-24 08:00AM
Aug-03-24 06:52AM
Aug-02-24 12:14PM
06:00AM
01:02AM
Aug-01-24 06:41PM
Jul-31-24 03:04AM
Jul-30-24 03:01AM
Jul-29-24 09:00AM
Jul-26-24 04:49PM
(Yahoo Finance Video) +6.32%
04:16PM
03:17PM
02:23PM
01:55PM
01:38PM
(The Wall Street Journal)
12:47PM
12:30PM
11:52AM
11:52AM
11:33AM
(The Wall Street Journal)
10:46AM
10:25AM
09:01AM
07:54AM
07:47AM
07:35AM
07:03AM
03:44AM
02:47AM
Jul-25-24 06:00PM
05:22PM
05:15PM
05:14PM
04:42PM
04:20PM
04:13PM
(Associated Press Finance)
04:05PM
03:28PM
01:37PM
09:30AM
Jul-24-24 09:35AM
03:01AM
Jul-23-24 11:37AM
Jul-19-24 05:50PM
Jul-18-24 06:00PM
10:01AM
09:45AM
Jul-17-24 10:45AM
Jul-16-24 06:56PM
Jul-15-24 04:05PM
09:00AM
09:00AM
Jul-13-24 08:00AM
Jul-12-24 05:46PM
03:49PM
09:05AM
06:48AM
Jul-11-24 05:50PM
04:11PM
03:45AM
(The Wall Street Journal)
Jul-10-24 05:30PM
(The Wall Street Journal)
04:52PM
03:36PM
(The Wall Street Journal)
03:14PM
12:52PM
Jul-09-24 06:00PM
09:30AM
Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ibrahim Maha Saleh Director Sep 06 '24 Proposed Sale 880.54 50 44,027 Sep 06 04:05 PM David Powers Director Sep 06 '24 Proposed Sale 864.00 3,912 3,379,968 Sep 06 03:23 PM Stefano Caroti Chief Commercial Officer Jun 06 '24 Sale 1079.74 5,000 5,398,700 39,926 Jun 06 08:25 PM Powers David President & CEO Jun 06 '24 Sale 1086.50 10,955 11,902,608 76,006 Jun 06 05:48 PM Ogbechie Angela Chief Supply Chain Officer May 31 '24 Sale 1077.93 153 164,923 3,779 Jun 03 05:49 PM Ibrahim Maha Saleh Director May 30 '24 Sale 1083.73 200 216,746 1,602 May 30 05:03 PM Garcia Thomas Chief Administrative Officer May 29 '24 Sale 1074.86 4,000 4,299,440 11,654 May 29 07:26 PM DEVINE MICHAEL F III Director May 29 '24 Sale 1077.00 2,000 2,154,000 6,204 May 29 05:20 PM Powers David President & CEO Apr 15 '24 Option Exercise 69.29 5,993 415,255 104,211 Apr 16 08:04 PM Powers David President & CEO Apr 15 '24 Sale 824.11 5,993 4,938,909 98,218 Apr 16 08:04 PM Powers David President & CEO Mar 15 '24 Option Exercise 69.29 5,993 415,255 104,211 Mar 18 05:17 PM Powers David President & CEO Mar 15 '24 Sale 922.85 5,993 5,530,618 98,218 Mar 18 05:17 PM Davis Cindy L Director Feb 06 '24 Sale 833.85 1,579 1,316,649 1,746 Feb 23 07:33 PM Shanahan Lauri M Director Feb 06 '24 Sale 832.22 3,672 3,055,912 4,515 Feb 23 05:46 PM Stewart Bonita C. Director Feb 22 '24 Sale 871.11 3,500 3,048,885 8,863 Feb 23 05:37 PM Stewart Bonita C. Director Feb 06 '24 Sale 831.42 500 415,710 12,363 Feb 23 05:37 PM Powers David President & CEO Feb 15 '24 Option Exercise 69.29 5,993 415,255 104,211 Feb 16 05:43 PM Powers David President & CEO Feb 15 '24 Sale 862.53 5,993 5,169,170 98,218 Feb 16 05:43 PM Ogbechie Angela Chief Supply Chain Officer Feb 09 '24 Sale 844.13 313 264,213 4,027 Feb 12 06:33 PM Fasching Steven J. Chief Financial Officer Feb 09 '24 Sale 844.40 5,000 4,222,000 29,291 Feb 12 06:32 PM Powers David President & CEO Jan 16 '24 Option Exercise 69.29 17,978 1,245,696 116,196 Jan 17 05:04 PM Powers David President & CEO Jan 16 '24 Sale 716.52 17,978 12,881,645 98,218 Jan 17 05:04 PM Stefano Caroti Chief Commercial Officer Dec 06 '23 Option Exercise 61.86 14,725 910,888 63,761 Dec 07 05:17 PM Stefano Caroti Chief Commercial Officer Dec 06 '23 Sale 687.46 14,725 10,122,784 49,036 Dec 07 05:17 PM DEVINE MICHAEL F III Director Oct 31 '23 Sale 587.00 4,000 2,348,000 8,088 Nov 01 05:51 PM Garcia Thomas Chief Administrative Officer Oct 27 '23 Option Exercise 69.29 7,192 498,334 23,649 Oct 30 05:32 PM Garcia Thomas Chief Administrative Officer Oct 27 '23 Sale 562.50 7,192 4,045,500 16,457 Oct 30 05:32 PM Garcia Thomas Chief Administrative Officer Sep 08 '23 Option Exercise 69.29 3,596 249,167 20,053 Sep 11 05:48 PM Garcia Thomas Chief Administrative Officer Sep 08 '23 Sale 525.00 3,596 1,887,900 16,457 Sep 11 05:48 PM
Index - P/E 11.21 EPS (ttm) 7.69 Insider Own 0.65% Shs Outstand 87.65M Perf Week -5.37%
Market Cap 7.51B Forward P/E 9.41 EPS next Y 9.16 Insider Trans -5.11% Shs Float 86.57M Perf Month 3.79%
Income 684.00M PEG 0.85 EPS next Q 2.01 Inst Own 99.37% Short Float 1.46% Perf Quarter 18.00%
Sales 3.12B P/S 2.41 EPS this Y 7.42% Inst Trans -4.46% Short Ratio 2.24 Perf Half Y 14.35%
Book/sh 17.02 P/B 5.07 EPS next Y 15.27% ROA 13.64% Short Interest 1.26M Perf Year 44.77%
Cash/sh 7.44 P/C 11.59 EPS next 5Y 13.19% ROE 53.86% 52W Range 50.13 - 92.82 Perf YTD 48.25%
Dividend Est. 0.98 (1.14%) P/FCF 11.05 EPS past 5Y 9.17% ROI 17.56% 52W High -7.12% Beta 1.00
Dividend TTM 0.98 (1.14%) Quick Ratio 2.19 Sales past 5Y 3.38% Gross Margin 46.79% 52W Low 71.96% ATR (14) 2.22
Dividend Ex-Date Aug 19, 2024 Current Ratio 2.78 EPS Y/Y TTM 14.17% Oper. Margin 30.30% RSI (14) 47.53 Volatility 3.17% 2.16%
Employees 3700 Debt/Eq 1.63 Sales Y/Y TTM 5.56% Profit Margin 21.95% Recom 2.80 Target Price 89.22
Option/Short Yes / Yes LT Debt/Eq 1.63 EPS Q/Q 10.50% Payout 12.44% Rel Volume 1.10 Prev Close 87.41
Sales Surprise 2.07% EPS Surprise 3.35% Sales Q/Q 4.21% Earnings Jul 25 AMC Avg Volume 562.18K Price 86.21
SMA20 -1.62% SMA50 3.15% SMA200 18.76% Trades
Volume 615,933 Change -1.37%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-28-24 Initiated Raymond James
Outperform
$85
Jun-26-24 Initiated Citigroup
Neutral
$80
Jan-08-24 Initiated Morgan Stanley
Equal-Weight
$62
Oct-16-23 Upgrade JP Morgan
Underweight → Neutral
$63 → $70
Feb-22-22 Downgrade Credit Suisse
Outperform → Neutral
$48
Dec-09-21 Downgrade Morgan Stanley
Equal-Weight → Underweight
$37 → $30
Jun-01-21 Downgrade Goldman
Buy → Sell
$47 → $42
Apr-21-21 Downgrade Raymond James
Strong Buy → Mkt Perform
Jan-20-21 Initiated Vertical Research
Hold
Jan-11-21 Downgrade BofA Securities
Neutral → Underperform
Nov-20-20 Downgrade BofA Securities
Buy → Neutral
Oct-20-20 Resumed Robert W. Baird
Neutral
$46
Apr-20-20 Upgrade Goldman
Neutral → Buy
$40 → $44
Apr-20-20 Downgrade Citigroup
Buy → Neutral
$42 → $38
Apr-14-20 Upgrade Raymond James
Outperform → Strong Buy
$50 → $45
Nov-21-19 Initiated Raymond James
Outperform
$50
Nov-19-19 Upgrade Vertical Research
Hold → Buy
Nov-14-19 Upgrade BofA/Merrill
Neutral → Buy
Jul-17-19 Resumed Morgan Stanley
Equal-Weight
Mar-06-19 Downgrade Stifel
Buy → Hold
$55 → $48
Show Previous Ratings
Sep-06-24 09:50AM
Sep-05-24 09:40AM
Aug-30-24 03:12AM
Aug-29-24 08:30AM
Aug-27-24 08:30AM
04:05PM
Loading…
Aug-07-24 04:05PM
12:00PM
09:40AM
Jul-30-24 12:00PM
09:40AM
Jul-29-24 11:16AM
Jul-26-24 11:00AM
(Thomson Reuters StreetEvents)
08:24AM
Jul-25-24 10:06PM
07:30PM
05:35PM
Loading…
05:35PM
04:33PM
(Associated Press Finance)
04:13PM
04:05PM
Jul-24-24 08:30AM
03:07AM
Jul-23-24 08:30AM
Jul-18-24 04:15PM
10:01AM
09:41AM
09:15AM
Jul-17-24 04:15PM
Jul-16-24 04:05PM
Jul-15-24 06:17PM
Jul-11-24 04:05PM
12:09AM
Loading…
Jul-02-24 12:09AM
Jul-01-24 02:08PM
Jun-27-24 05:03AM
Jun-25-24 08:30AM
Jun-17-24 04:05PM
Jun-06-24 06:22PM
Jun-04-24 04:05PM
May-16-24 04:40PM
04:15PM
May-08-24 07:02PM
04:54PM
04:05PM
May-02-24 09:00AM
Apr-30-24 11:50AM
08:58AM
Apr-26-24 04:14PM
09:57AM
09:40AM
09:40AM
06:25AM
(Thomson Reuters StreetEvents)
04:58AM
Apr-25-24 07:30PM
06:05PM
05:45PM
05:02PM
(Associated Press Finance)
04:05PM
Apr-24-24 07:28PM
Apr-23-24 09:38AM
Apr-22-24 09:16AM
Apr-18-24 06:00PM
12:00PM
10:01AM
09:40AM
08:30AM
Apr-17-24 05:30PM
Apr-16-24 12:10PM
Apr-12-24 06:00PM
Apr-11-24 04:05PM
Apr-10-24 06:15PM
10:00AM
09:40AM
09:40AM
Apr-04-24 06:15PM
Mar-25-24 06:15PM
09:40AM
09:40AM
Mar-21-24 04:30PM
Mar-20-24 09:15AM
08:30AM
Mar-19-24 06:15PM
08:30AM
Mar-18-24 04:30PM
Mar-14-24 11:30AM
Mar-13-24 06:15PM
Mar-08-24 09:40AM
Mar-07-24 06:00PM
Mar-01-24 06:00PM
05:07AM
Feb-28-24 11:23PM
Feb-27-24 11:22PM
09:40AM
Feb-26-24 09:50AM
Feb-23-24 06:21PM
09:15AM
Feb-22-24 12:00PM
Feb-21-24 04:05PM
09:40AM
Feb-20-24 08:30AM
Feb-19-24 09:40AM
Feb-15-24 01:03PM
Allison Transmission Holdings, Inc. engages in the design and manufacture of vehicle propulsion solutions for commercial and defense vehicles. The company also manufactures medium and heavy duty fully automatic transmissions and electrified propulsion systems. Its products are used in various applications, including on-highway trucks, buses, motorhomes, off-highway vehicles and equipment, and defense vehicles. The company was founded in 1915 and is headquartered in Indianapolis, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Coll John SVP, Global MSS Aug 29 '24 Sale 90.98 2,000 181,962 12,420 Sep 03 06:35 PM Coll John Officer Aug 29 '24 Proposed Sale 90.98 2,000 181,962 Aug 29 05:20 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 23 '24 Option Exercise 23.59 2,202 51,945 11,803 Aug 27 04:03 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 23 '24 Sale 90.00 2,202 198,180 9,601 Aug 27 04:03 PM Eifert Thomas Officer Aug 23 '24 Proposed Sale 90.00 2,202 198,180 Aug 23 04:31 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 15 '24 Option Exercise 23.59 2,000 47,180 11,601 Aug 19 04:01 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 15 '24 Sale 85.00 2,000 170,000 9,601 Aug 19 04:01 PM Eifert Thomas Officer Aug 15 '24 Proposed Sale 85.00 2,000 170,000 Aug 15 04:16 PM Coll John SVP, Global MSS Jun 28 '24 Sale 75.06 2,000 150,120 14,420 Jul 02 04:00 PM Basso Rafael VP, Operations May 30 '24 Option Exercise 44.14 12,624 557,263 17,248 May 31 04:13 PM Basso Rafael VP, Operations May 30 '24 Sale 74.48 12,624 940,236 4,624 May 31 04:13 PM Christman Philip J Director May 08 '24 Option Exercise 0.00 3,196 0 6,010 May 10 04:50 PM BARBOUR D. SCOTT Director May 08 '24 Option Exercise 0.00 3,196 0 8,723 May 10 04:24 PM Shivram Krishna Director May 08 '24 Option Exercise 0.00 3,196 0 6,010 May 10 04:22 PM Perna Gustave Director May 08 '24 Option Exercise 0.00 3,196 0 6,010 May 10 04:18 PM Ostojic Sasha Director May 08 '24 Option Exercise 0.00 3,196 0 6,010 May 10 04:15 PM van Niekerk Teresa VP, Chief Procurement Officer May 07 '24 Sale 75.70 7,700 582,856 16,628 May 08 04:03 PM Coll John SVP, Global MSS Apr 01 '24 Sale 81.06 2,000 162,121 16,420 Apr 03 04:07 PM Milburn Ryan A. VP, Engr. & Tech Dev. Mar 04 '24 Sale 75.40 2,598 195,889 14,456 Mar 06 04:07 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Mar 04 '24 Sale 75.40 2,564 193,326 5,695 Mar 06 04:05 PM Bohley G Frederick SVP, CFO & Treasurer Feb 27 '24 Option Exercise 32.13 7,150 229,730 80,462 Feb 29 04:18 PM Bohley G Frederick SVP, CFO & Treasurer Feb 27 '24 Sale 74.93 7,150 535,766 73,312 Feb 29 04:18 PM Milburn Ryan A. VP, Engr. & Tech Dev. Feb 27 '24 Option Exercise 45.20 6,000 271,180 20,456 Feb 29 04:15 PM Milburn Ryan A. VP, Engr. & Tech Dev. Feb 27 '24 Sale 74.80 6,787 507,666 14,456 Feb 29 04:15 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Feb 27 '24 Sale 75.12 1,399 105,093 5,695 Feb 29 04:13 PM Coll John SVP, Global MSS Feb 28 '24 Sale 75.72 5,800 439,170 12,788 Feb 29 04:09 PM Graziosi David S. Chair, President and CEO Feb 27 '24 Option Exercise 38.55 97,064 3,741,598 231,128 Feb 28 04:03 PM Graziosi David S. Chair, President and CEO Feb 26 '24 Option Exercise 43.13 29,696 1,280,788 163,760 Feb 28 04:03 PM Graziosi David S. Chair, President and CEO Feb 27 '24 Sale 74.87 97,064 7,267,065 134,064 Feb 28 04:03 PM Graziosi David S. Chair, President and CEO Feb 26 '24 Sale 74.84 29,696 2,222,508 134,064 Feb 28 04:03 PM Graziosi David S. Chair, President and CEO Feb 20 '24 Option Exercise 43.13 76,318 3,291,595 201,797 Feb 27 04:44 PM Graziosi David S. Chair, President and CEO Feb 20 '24 Sale 70.57 76,318 5,386,044 125,479 Feb 27 04:44 PM Pittard Dana JH VP, Defense Programs Feb 23 '24 Option Exercise 39.42 2,686 105,882 7,829 Feb 27 04:41 PM Pittard Dana JH VP, Defense Programs Feb 23 '24 Sale 72.84 2,686 195,648 5,143 Feb 27 04:41 PM van Niekerk Teresa VP, Chief Procurement Officer Feb 26 '24 Option Exercise 43.12 8,949 385,899 27,353 Feb 27 04:39 PM van Niekerk Teresa VP, Chief Procurement Officer Feb 26 '24 Sale 74.87 6,241 467,275 21,112 Feb 27 04:39 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Feb 23 '24 Option Exercise 43.12 5,960 256,981 16,571 Feb 27 04:38 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Feb 23 '24 Sale 74.01 4,292 317,651 12,279 Feb 27 04:38 PM Pittard Dana JH VP, Defense Programs Feb 22 '24 Option Exercise 47.35 2,347 111,130 6,975 Feb 26 04:01 PM Pittard Dana JH VP, Defense Programs Feb 22 '24 Sale 72.09 2,347 169,195 4,628 Feb 26 04:01 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Feb 20 '24 Option Exercise 43.13 2,689 115,977 11,208 Feb 22 04:09 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Feb 20 '24 Sale 70.47 2,040 143,759 9,168 Feb 22 04:09 PM Pittard Dana JH VP, Defense Programs Feb 20 '24 Option Exercise 39.92 38,945 1,554,724 43,132 Feb 22 04:06 PM Pittard Dana JH VP, Defense Programs Feb 20 '24 Sale 68.72 38,945 2,676,106 4,187 Feb 22 04:06 PM Graziosi David S. Chairman, President and CEO Feb 16 '24 Sale 71.03 68,066 4,834,874 117,841 Feb 20 04:02 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Feb 14 '24 Sale 70.00 512 35,840 5,695 Feb 15 04:07 PM Milburn Ryan A. VP, Product Engr. & Tech Dev. Feb 14 '24 Sale 70.00 519 36,330 13,827 Feb 15 04:05 PM Coll John SVP, Global MSS Dec 29 '23 Sale 58.41 2,000 116,820 14,788 Jan 02 04:04 PM Coll John SVP, Global MSS Sep 29 '23 Sale 60.19 2,000 120,380 16,788 Oct 03 04:22 PM
Index S&P 500 P/E 26.14 EPS (ttm) 2.41 Insider Own 5.87% Shs Outstand 1.77B Perf Week -3.13%
Market Cap 111.86B Forward P/E 15.76 EPS next Y 3.99 Insider Trans -0.88% Shs Float 1.67B Perf Month 1.09%
Income 4.41B PEG 2.01 EPS next Q 0.74 Inst Own 80.86% Short Float 1.10% Perf Quarter -15.29%
Sales 25.49B P/S 4.39 EPS this Y -2.94% Inst Trans -0.58% Short Ratio 2.08 Perf Half Y -7.76%
Book/sh 19.56 P/B 3.22 EPS next Y 31.37% ROA 1.01% Short Interest 18.42M Perf Year 7.95%
Cash/sh 22.32 P/C 2.82 EPS next 5Y 12.99% ROE 12.00% 52W Range 48.66 - 79.49 Perf YTD -8.58%
Dividend Est. 1.02 (1.62%) P/FCF - EPS past 5Y 0.75% ROI 4.85% 52W High -20.87% Beta 0.96
Dividend TTM 1.00 (1.59%) Quick Ratio - Sales past 5Y 19.74% Gross Margin 74.15% 52W Low 29.26% ATR (14) 1.46
Dividend Ex-Date Aug 09, 2024 Current Ratio - EPS Y/Y TTM -30.13% Oper. Margin 35.22% RSI (14) 38.23 Volatility 2.11% 2.01%
Employees 33000 Debt/Eq 1.29 Sales Y/Y TTM 1.65% Profit Margin 17.28% Recom 2.00 Target Price 73.11
Option/Short Yes / Yes LT Debt/Eq 1.07 EPS Q/Q 2.74% Payout 39.39% Rel Volume 0.94 Prev Close 63.69
Sales Surprise 0.21% EPS Surprise 1.81% Sales Q/Q -1.87% Earnings Jul 16 BMO Avg Volume 8.87M Price 62.90
SMA20 -2.03% SMA50 -5.85% SMA200 -7.77% Trades
Volume 8,307,980 Change -1.24%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-29-24 Downgrade Piper Sandler
Overweight → Neutral
$80 → $64
Jul-17-24 Downgrade TD Cowen
Buy → Hold
$88 → $71
Jul-08-24 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$76 → $84
Mar-22-24 Upgrade TD Cowen
Market Perform → Outperform
$87
Jan-18-24 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$75 → $70
Jan-10-24 Downgrade Citigroup
Buy → Neutral
$75 → $70
Jan-04-24 Initiated TD Cowen
Market Perform
$77
Jan-03-24 Downgrade Goldman
Buy → Neutral
$70 → $71
Dec-01-23 Initiated Redburn Atlantic
Sell
$52
Jul-24-23 Reiterated UBS
Buy
$67 → $80
Jul-10-23 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$73
May-15-23 Upgrade Raymond James
Mkt Perform → Outperform
$63
Apr-20-23 Downgrade Redburn
Neutral → Sell
Mar-30-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$99 → $68
Mar-15-23 Upgrade Credit Suisse
Neutral → Outperform
$81.50 → $67.50
Mar-13-23 Upgrade Citigroup
Neutral → Buy
$83 → $75
Jan-19-23 Downgrade BofA Securities
Buy → Underperform
$92 → $75
Jan-04-23 Upgrade Goldman
Neutral → Buy
$98
Nov-01-22 Downgrade Credit Suisse
Outperform → Neutral
$84
Oct-19-22 Initiated Credit Suisse
Outperform
$80
Show Previous Ratings
Sep-06-24 11:54AM
Sep-05-24 04:07PM
Sep-04-24 01:34PM
Sep-03-24 04:13PM
Sep-01-24 06:00AM
09:45AM
Loading…
Aug-31-24 09:45AM
Aug-30-24 06:30PM
08:19AM
Aug-29-24 03:21PM
09:09AM
Aug-28-24 04:49PM
08:30AM
06:30AM
Aug-27-24 06:24PM
Aug-25-24 03:45AM
06:41PM
Loading…
Aug-24-24 06:41PM
Aug-23-24 07:09PM
08:06AM
Aug-22-24 06:29PM
05:33PM
04:12PM
03:57PM
12:23PM
12:23PM
11:08AM
09:47AM
08:46AM
08:02AM
07:52AM
07:00AM
(Investor's Business Daily)
06:15AM
Loading…
06:15AM
(Retail Banker International)
Aug-21-24 11:56PM
06:42PM
04:47PM
(The Wall Street Journal)
02:57PM
01:35PM
10:27AM
(The Wall Street Journal)
08:00AM
Aug-20-24 10:08PM
04:15AM
Aug-19-24 06:25PM
10:14AM
Aug-18-24 05:23PM
02:06PM
01:10AM
Aug-15-24 12:05PM
11:30AM
Aug-14-24 05:13PM
04:59PM
03:39PM
12:23PM
08:45AM
05:34AM
Aug-13-24 09:30AM
08:00AM
Aug-12-24 09:04AM
04:51AM
Aug-10-24 10:41PM
03:00PM
Aug-09-24 10:12PM
05:39PM
04:13PM
12:37PM
01:10AM
Aug-07-24 09:13AM
Aug-06-24 02:44PM
08:00AM
(Investor's Business Daily)
Aug-05-24 04:48PM
01:22PM
12:59PM
12:30PM
12:21PM
(The Wall Street Journal)
11:57AM
11:41AM
11:14AM
(Associated Press Finance)
10:04AM
Aug-02-24 05:34PM
02:17PM
Aug-01-24 08:00AM
(Investor's Business Daily)
Jul-30-24 08:00AM
Jul-29-24 05:20PM
02:14PM
01:46PM
01:31PM
12:22PM
10:11AM
09:39AM
Jul-27-24 03:27AM
Jul-26-24 10:57PM
01:11PM
09:55AM
09:09AM
Jul-25-24 06:02PM
05:00PM
04:41PM
Jul-24-24 04:34PM
04:25PM
09:00AM
Jul-21-24 04:51PM
04:50PM
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
TD Luxembourg International Ho See Remarks Aug 21 '24 Proposed Sale 64.84 20,250,000 1,313,010,000 Aug 21 09:00 PM Schwab-Pomerantz Carolyn Director Aug 15 '24 Sale 65.10 12,320 802,005 562,129 Aug 19 07:45 PM Schwab-Pomerantz Carolyn Director Aug 16 '24 Sale 65.25 9,000 587,221 558,529 Aug 19 07:45 PM Schwab-Pomerantz Carolyn Director Aug 15 '24 Proposed Sale 65.10 12,320 802,004 Aug 15 04:16 PM Woolway Paul V MD, Chief Banking Officer Aug 01 '24 Sale 65.20 1,150 74,980 61,887 Aug 02 06:31 PM Schwab Charles R. Co-Chairman Jul 31 '24 Option Exercise 27.45 67,386 1,849,746 0 Aug 02 05:58 PM Schwab Charles R. Co-Chairman Jul 31 '24 Sale 65.11 67,386 4,387,597 60,619,371 Aug 02 05:58 PM Woolway Paul V Officer Aug 01 '24 Proposed Sale 66.01 3,405 224,770 Aug 01 10:08 AM Schwab Charles R. Director Jul 31 '24 Proposed Sale 65.00 67,386 4,380,090 Jul 31 11:24 AM Schwab-Pomerantz Carolyn Director Jul 19 '24 Sale 61.96 9,000 557,633 567,057 Jul 23 09:17 PM Bettinger Walter W Co-Chairman and CEO Jul 17 '24 Buy 66.26 25,000 1,656,500 827,377 Jul 19 05:23 PM Wurster Richard A President Jul 17 '24 Buy 62.05 10,000 620,454 144,228 Jul 19 05:19 PM Beatty Jonathan S MD, Head of Advisor Services Jul 11 '24 Option Exercise 44.24 780 34,507 36,981 Jul 15 04:48 PM Beatty Jonathan S MD, Head of Advisor Services Jul 11 '24 Sale 75.00 780 58,502 18,069 Jul 15 04:48 PM Schwab-Pomerantz Carolyn Director Jun 20 '24 Sale 72.49 9,000 652,373 570,657 Jun 24 06:15 PM Clark Bernard J. MD Head of Advisor Services Jun 12 '24 Option Exercise 52.05 8,164 424,936 0 Jun 14 07:07 PM Clark Bernard J. MD Head of Advisor Services Jun 12 '24 Sale 75.00 8,164 612,300 121,666 Jun 14 07:07 PM Clark Bernard J. MD Head of Advisor Services May 28 '24 Option Exercise 42.99 28,670 1,232,523 0 May 30 08:44 PM Clark Bernard J. MD Head of Advisor Services May 28 '24 Sale 70.94 77,431 5,493,146 121,666 May 30 08:44 PM Schwab-Pomerantz Carolyn Director May 20 '24 Sale 78.41 9,000 705,727 574,257 May 22 06:35 PM Schwab Charles R. Co-Chairman May 14 '24 Sale 76.89 65,360 5,025,700 60,741,536 May 16 08:24 PM Schwab Charles R. Co-Chairman May 15 '24 Sale 78.08 58,065 4,533,709 60,683,471 May 16 08:24 PM Schwab-Pomerantz Carolyn Director May 09 '24 Sale 76.13 26,315 2,003,429 1,674,571 May 13 08:44 PM Schwab-Pomerantz Carolyn Director May 06 '24 Sale 76.38 13,113 1,001,635 1,700,886 May 08 06:10 PM Schwab Charles R. Co-Chairman May 06 '24 Sale 76.40 65,790 5,026,474 60,906,686 May 08 05:49 PM Schwab Charles R. Co-Chairman May 03 '24 Sale 75.51 66,225 5,000,425 60,972,476 May 08 05:49 PM Schwab Charles R. Co-Chairman Apr 26 '24 Sale 74.96 59,905 4,490,419 61,098,607 Apr 30 07:28 PM Schwab Charles R. Co-Chairman Apr 29 '24 Sale 74.78 59,906 4,480,010 61,038,701 Apr 30 07:28 PM Crawford Peter B. CFO Apr 24 '24 Option Exercise 28.44 5,481 155,880 0 Apr 26 05:20 PM Crawford Peter B. CFO Apr 24 '24 Sale 75.51 5,481 413,855 60,567 Apr 26 05:20 PM Schwab Charles R. Co-Chairman Apr 22 '24 Sale 74.62 89,275 6,661,308 30,641,981 Apr 24 06:43 PM Ellis Stephen A Director Apr 19 '24 Option Exercise 25.88 14,750 381,709 7,395 Apr 23 09:35 PM Ellis Stephen A Director Apr 19 '24 Sale 73.20 14,750 1,079,774 108,574 Apr 23 09:35 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Ellis Stephen A Director Mar 26 '24 Option Exercise 27.45 2,165 59,429 7,395 Mar 28 09:40 PM ADAMS JOHN K JR Director Mar 22 '24 Option Exercise 30.08 15,701 472,330 60,152 Mar 26 07:51 PM ADAMS JOHN K JR Director Mar 22 '24 Sale 72.64 15,701 1,140,539 44,451 Mar 26 07:51 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 Mar 25 09:05 PM Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Craig Jonathan M. Please see remarks Mar 21 '24 Option Exercise 26.39 4,977 131,343 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Murtagh Nigel J Chief Risk Officer Mar 06 '24 Sale 67.80 29,991 2,033,271 81,446 Mar 08 09:09 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 PM Schwab-Pomerantz Carolyn Director Feb 28 '24 Sale 65.29 9,000 587,609 585,057 Mar 01 09:29 PM Crawford Peter B. CFO Feb 28 '24 Sale 65.71 5,500 361,408 24,111 Mar 01 09:01 PM Schwab Charles R. Co-Chairman Feb 23 '24 Sale 64.72 58,500 3,786,196 61,134,038 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 22 '24 Sale 64.60 58,500 3,779,211 61,192,538 Feb 26 05:05 PM Schwab Charles R. Co-Chairman Feb 15 '24 Option Exercise 25.86 71,226 1,841,904 0 Feb 20 08:55 PM Schwab Charles R. Co-Chairman Feb 15 '24 Sale 64.99 71,226 4,628,999 61,251,038 Feb 20 08:55 PM Crawford Peter B. CFO Feb 15 '24 Sale 64.76 8,000 518,084 29,611 Feb 20 08:33 PM HERRINGER FRANK C Director Feb 01 '24 Option Exercise 25.01 10,511 262,880 7,395 Feb 05 09:36 PM HERRINGER FRANK C Director Feb 01 '24 Sale 62.25 7,587 472,277 167,206 Feb 05 09:36 PM Schwab Charles R. Co-Chairman Jan 24 '24 Sale 63.94 16,390 1,047,932 61,331,688 Jan 26 09:33 PM Crawford Peter B. CFO Jan 22 '24 Sale 64.49 4,000 257,975 37,611 Jan 24 05:08 PM Ellis Stephen A Director Dec 15 '23 Option Exercise 25.82 2,247 58,018 7,395 Dec 19 08:44 PM Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 PM Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Crawford Peter B. CFO Nov 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 PM Morgan Peter J. III General Counsel Nov 30 '23 Sale 60.72 7,162 434,875 0 Dec 04 08:16 PM Crawford Peter B. CFO Nov 03 '23 Sale 56.19 3,114 174,964 41,611 Nov 07 04:35 PM SNEED PAULA A Director Oct 24 '23 Sale 49.98 6,918 345,737 112,398 Oct 26 04:58 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Option Exercise 23.12 3,792 87,671 0 Sep 20 04:13 PM Crawford Peter B. Chief Financial Officer Sep 18 '23 Sale 57.31 3,792 217,306 44,725 Sep 20 04:13 PM
Index S&P 500 P/E 30.44 EPS (ttm) 2.63 Insider Own 15.66% Shs Outstand 340.59M Perf Week -0.55%
Market Cap 27.55B Forward P/E 20.54 EPS next Y 3.90 Insider Trans -3.37% Shs Float 290.07M Perf Month 9.77%
Income 907.00M PEG 3.52 EPS next Q 0.85 Inst Own 73.14% Short Float 3.39% Perf Quarter 33.28%
Sales 13.51B P/S 2.04 EPS this Y 16.59% Inst Trans -0.99% Short Ratio 2.61 Perf Half Y 49.42%
Book/sh 9.67 P/B 8.28 EPS next Y 5.16% ROA 5.60% Short Interest 9.83M Perf Year 43.94%
Cash/sh 0.79 P/C 101.28 EPS next 5Y 8.64% ROE 25.72% 52W Range 47.62 - 80.97 Perf YTD 43.25%
Dividend Est. 2.27 (2.83%) P/FCF 24.91 EPS past 5Y -6.41% ROI 10.28% 52W High -1.09% Beta 0.38
Dividend TTM 2.25 (2.81%) Quick Ratio 0.48 Sales past 5Y -0.49% Gross Margin 34.86% 52W Low 68.17% ATR (14) 0.90
Dividend Ex-Date Sep 03, 2024 Current Ratio 0.73 EPS Y/Y TTM 4.72% Oper. Margin 13.53% RSI (14) 80.66 Volatility 0.35% 0.73%
Employees 23000 Debt/Eq 1.97 Sales Y/Y TTM -14.92% Profit Margin 6.72% Recom 2.75 Target Price 79.18
Option/Short Yes / Yes LT Debt/Eq 1.67 EPS Q/Q -3.64% Payout 84.89% Rel Volume 0.74 Prev Close 80.19
Sales Surprise 1.41% EPS Surprise 14.46% Sales Q/Q -21.01% Earnings Aug 01 BMO Avg Volume 3.76M Price 80.09
SMA20 1.07% SMA50 19.20% SMA200 35.51% Trades
Volume 2,778,025 Change -0.12%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-26-24 Downgrade DA Davidson
Buy → Neutral
$80 → $83.50
Aug-15-24 Downgrade RBC Capital Mkts
Outperform → Sector Perform
Aug-12-24 Initiated Goldman
Neutral
$75
Aug-05-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$62 → $76
Aug-05-24 Upgrade Exane BNP Paribas
Neutral → Outperform
$74
Aug-02-24 Upgrade BofA Securities
Neutral → Buy
$62 → $70
Mar-01-24 Initiated DA Davidson
Buy
$67
Feb-01-24 Initiated Citigroup
Neutral
$57
Dec-12-23 Initiated Wells Fargo
Equal Weight
$56
Nov-09-23 Upgrade Barclays
Underweight → Equal Weight
$57 → $55
Oct-03-23 Upgrade Exane BNP Paribas
Underperform → Neutral
$55
Sep-13-23 Initiated TD Cowen
Market Perform
$63
Jun-27-23 Upgrade Goldman
Neutral → Buy
$78 → $83
Jun-22-23 Upgrade Bernstein
Underperform → Mkt Perform
$62
May-05-23 Upgrade JP Morgan
Underweight → Neutral
$68 → $72
Apr-14-23 Resumed Stifel
Hold
$71
Nov-15-22 Initiated Exane BNP Paribas
Underperform
$66
Aug-05-22 Upgrade Piper Sandler
Neutral → Overweight
$74
Jul-07-22 Downgrade UBS
Buy → Neutral
$81 → $74
May-03-22 Downgrade Piper Sandler
Neutral → Underweight
$66 → $62
Show Previous Ratings
Sep-04-24 08:00AM
(Investor's Business Daily)
Sep-03-24 08:00AM
Aug-29-24 08:21AM
(Associated Press Finance)
Aug-27-24 04:00PM
Aug-26-24 04:00PM
01:37PM
Loading…
01:37PM
10:06AM
05:00AM
Aug-25-24 04:00PM
Aug-21-24 04:00PM
Aug-20-24 08:29AM
Aug-19-24 10:00AM
Aug-18-24 04:00PM
Aug-16-24 04:00PM
02:00PM
08:47AM
Loading…
08:47AM
Aug-15-24 04:00PM
02:42PM
09:43AM
08:36AM
08:04AM
05:00AM
Aug-14-24 09:00PM
(The Wall Street Journal) +7.76%
05:13PM
04:53PM
04:46PM
04:25PM
04:21PM
(The Wall Street Journal)
04:08PM
(Investor's Business Daily)
03:18PM
02:55PM
Loading…
02:55PM
02:20PM
(The Wall Street Journal)
01:55PM
01:54PM
01:53PM
01:40PM
12:29PM
12:14PM
12:11PM
(The Wall Street Journal)
12:02PM
11:30AM
11:29AM
10:39AM
(The Wall Street Journal)
10:00AM
09:50AM
(The Wall Street Journal)
08:56AM
08:50AM
08:18AM
(The Wall Street Journal)
08:14AM
07:57AM
07:56AM
(The Wall Street Journal)
07:50AM
07:46AM
07:20AM
(Associated Press Finance)
07:19AM
07:18AM
07:16AM
(Associated Press Finance)
07:07AM
07:04AM
07:00AM
Aug-13-24 10:41PM
10:27PM
(The Wall Street Journal)
Aug-12-24 10:00AM
Aug-09-24 05:14PM
(The Wall Street Journal)
Aug-07-24 06:06AM
06:04AM
05:30AM
(The Wall Street Journal)
Aug-06-24 05:02PM
03:52PM
(Investor's Business Daily)
03:13PM
09:54AM
06:36AM
Aug-05-24 06:48PM
(Morningstar Research) +16.23%
06:29PM
(The Wall Street Journal)
05:48PM
01:19PM
01:12PM
11:18AM
10:43AM
(The Wall Street Journal)
09:00AM
08:51AM
07:28AM
07:14AM
Aug-04-24 10:18PM
09:50PM
(The Wall Street Journal)
Aug-01-24 03:24PM
(Morningstar Research) +6.71%
02:24PM
01:05PM
10:37AM
(The Wall Street Journal)
08:30AM
08:00AM
Jul-31-24 09:02AM
03:14AM
Jul-26-24 11:36AM
Jul-25-24 10:02AM
Jul-23-24 06:37AM
Jul-22-24 10:00AM
Jul-18-24 09:22PM
Jul-15-24 12:31PM
Jul-10-24 03:32PM
Kellanova engages in the manufacturing, marketing, and distribution of ready-to-eat cereal and convenience foods. It operates through the following segments: North America, Europe, Latin America, and Asia Middle East Africa. The North America segment includes the U.S. businesses and Canada. The Europe segment consists of European countries. The Latin America segment focuses on Central and South America, and Mexico. The Asia Middle East Africa segment is involved in Africa, Middle East, Australia, and Other Asian and Pacific markets. The company was founded by Will Keith Kellogg in 1906 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KELLOGG W K FOUNDATION TRUST 10% Owner Aug 28 '24 Sale 80.62 77,800 6,272,205 50,597,438 Aug 28 04:32 PM KELLOGG W K FOUNDATION TRUST 10% Owner Aug 21 '24 Sale 80.32 77,800 6,249,098 50,675,238 Aug 21 05:54 PM KELLOGG W K FOUNDATION TRUST 10% Owner Aug 14 '24 Sale 80.05 77,800 6,227,517 50,753,038 Aug 14 05:05 PM KELLOGG W K FOUNDATION TRUST Owner of approximately 20% of Aug 07 '24 Proposed Sale 74.01 311,200 23,031,414 Aug 07 04:30 PM KELLOGG W K FOUNDATION TRUST 10% Owner Aug 07 '24 Sale 74.01 77,800 5,757,854 50,830,838 Aug 07 04:13 PM Min John Former Officer Aug 06 '24 Proposed Sale 71.50 1,455 104,032 Aug 06 07:00 PM Min John Former Officer Aug 06 '24 Proposed Sale 71.50 823 58,844 Aug 06 06:50 PM Min John Former officer Aug 05 '24 Proposed Sale 73.00 22,876 1,669,948 Aug 05 04:54 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jul 29 '24 Sale 57.23 77,800 4,452,852 50,908,638 Jul 29 05:01 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jul 22 '24 Sale 57.67 77,800 4,486,384 50,986,438 Jul 22 04:38 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jul 15 '24 Sale 56.19 77,800 4,371,932 51,064,238 Jul 15 04:31 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jul 08 '24 Sale 56.14 77,800 4,367,412 51,142,038 Jul 08 03:54 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jun 28 '24 Sale 57.64 77,800 4,484,586 51,219,838 Jun 28 04:15 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jun 21 '24 Sale 57.71 77,800 4,489,457 51,297,638 Jun 21 03:54 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jun 14 '24 Sale 57.89 77,800 4,503,476 51,375,438 Jun 14 03:59 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jun 07 '24 Sale 59.92 77,800 4,661,854 51,453,238 Jun 07 04:49 PM KELLOGG W K FOUNDATION TRUST 10% Owner May 28 '24 Sale 60.16 77,800 4,680,635 51,531,038 May 28 04:05 PM KELLOGG W K FOUNDATION TRUST 10% Owner May 21 '24 Sale 62.01 77,800 4,824,113 51,608,838 May 21 04:57 PM KELLOGG W K FOUNDATION TRUST 10% Owner May 14 '24 Sale 62.31 77,800 4,848,107 51,686,638 May 14 05:00 PM KELLOGG W K FOUNDATION TRUST 10% Owner May 07 '24 Sale 60.92 77,800 4,739,817 51,764,438 May 07 05:02 PM AMAYA NICOLAS Senior Vice President May 06 '24 Sale 60.05 9,800 588,506 26,191 May 07 04:17 PM KELLOGG W K FOUNDATION TRUST 10% Owner Apr 29 '24 Sale 58.00 77,800 4,512,618 51,842,238 Apr 29 05:59 PM KELLOGG W K FOUNDATION TRUST 10% Owner Apr 22 '24 Sale 57.76 77,800 4,493,386 51,920,038 Apr 22 05:44 PM KELLOGG W K FOUNDATION TRUST 10% Owner Apr 15 '24 Sale 55.35 77,800 4,306,051 51,997,838 Apr 15 05:10 PM KELLOGG W K FOUNDATION TRUST 10% Owner Apr 08 '24 Sale 57.46 77,800 4,470,162 52,075,638 Apr 10 10:06 AM KELLOGG W K FOUNDATION TRUST 10% Owner Mar 28 '24 Sale 57.34 77,800 4,461,029 52,153,438 Mar 28 06:33 PM KELLOGG W K FOUNDATION TRUST 10% Owner Mar 21 '24 Sale 55.61 77,800 4,326,489 52,231,238 Mar 21 05:15 PM KELLOGG W K FOUNDATION TRUST 10% Owner Mar 14 '24 Sale 52.90 77,800 4,115,457 52,309,038 Mar 14 06:22 PM KELLOGG W K FOUNDATION TRUST 10% Owner Mar 07 '24 Sale 53.44 77,800 4,157,959 52,386,838 Mar 07 05:02 PM KELLOGG W K FOUNDATION TRUST 10% Owner Feb 28 '24 Sale 55.78 77,800 4,339,956 52,464,638 Feb 28 05:17 PM KELLOGG W K FOUNDATION TRUST 10% Owner Feb 21 '24 Sale 56.05 77,800 4,360,939 52,542,438 Feb 21 05:41 PM Min John Chief Legal Officer Feb 19 '24 Option Exercise 0.00 953 0 8,376 Feb 21 04:20 PM Min John Chief Legal Officer Feb 16 '24 Option Exercise 0.00 2,206 0 8,144 Feb 21 04:20 PM CAHILLANE STEVEN A Chairman, Pres. & CEO Feb 16 '24 Option Exercise 0.00 183,232 0 438,629 Feb 21 04:20 PM Lance Rodrigo Senior Vice President Feb 19 '24 Option Exercise 0.00 2,623 0 23,524 Feb 21 04:20 PM Lance Rodrigo Senior Vice President Feb 16 '24 Option Exercise 0.00 8,634 0 23,570 Feb 21 04:20 PM HUGHES CHARISSE FORD Senior Vice President Feb 19 '24 Option Exercise 0.00 2,723 0 11,777 Feb 21 04:20 PM HUGHES CHARISSE FORD Senior Vice President Feb 16 '24 Option Exercise 0.00 8,988 0 12,140 Feb 21 04:20 PM Bahner Kris SVP-Chief Global Corp Affairs Feb 19 '24 Option Exercise 0.00 3,152 0 28,684 Feb 21 04:20 PM Bahner Kris SVP-Chief Global Corp Affairs Feb 16 '24 Option Exercise 0.00 10,382 0 28,600 Feb 21 04:20 PM AMAYA NICOLAS Senior Vice President Feb 19 '24 Option Exercise 0.00 5,095 0 37,475 Feb 21 04:20 PM AMAYA NICOLAS Senior Vice President Feb 16 '24 Option Exercise 0.00 16,810 0 37,394 Feb 21 04:20 PM Howell Melissa A Senior Vice President Feb 19 '24 Option Exercise 0.00 8,094 0 76,208 Feb 21 04:20 PM Howell Melissa A Senior Vice President Feb 16 '24 Option Exercise 0.00 26,693 0 77,268 Feb 21 04:20 PM Kapoor Shumit Senior Vice President Feb 19 '24 Option Exercise 0.00 6,595 0 33,156 Feb 21 04:20 PM Kapoor Shumit Senior Vice President Feb 16 '24 Option Exercise 0.00 21,742 0 26,561 Feb 21 04:20 PM LAWLOR DAVID Senior Vice President Feb 19 '24 Option Exercise 0.00 7,490 0 50,513 Feb 21 04:19 PM LAWLOR DAVID Senior Vice President Feb 16 '24 Option Exercise 0.00 24,716 0 55,876 Feb 21 04:19 PM BANATI AMIT Vice Chairman & CFO Feb 19 '24 Option Exercise 0.00 12,584 0 38,189 Feb 21 04:19 PM BANATI AMIT Vice Chairman & CFO Feb 16 '24 Option Exercise 0.00 41,506 0 41,506 Feb 21 04:19 PM FORCHE KURT D VP-Corporate Controller Feb 19 '24 Option Exercise 0.00 2,547 0 17,762 Feb 21 04:19 PM FORCHE KURT D VP-Corporate Controller Feb 16 '24 Option Exercise 0.00 8,406 0 17,812 Feb 21 04:19 PM FORCHE KURT D VP-Corporate Controller Feb 21 '24 Sale 56.48 3,000 169,440 14,006 Feb 21 04:19 PM KELLOGG W K FOUNDATION TRUST 10% Owner Feb 14 '24 Sale 53.67 77,800 4,175,277 52,620,238 Feb 14 05:22 PM KELLOGG W K FOUNDATION TRUST 10% Owner Feb 09 '24 Sale 53.62 77,800 4,171,893 52,698,038 Feb 09 05:15 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jan 29 '24 Sale 54.68 77,800 4,254,446 52,775,838 Jan 29 05:41 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jan 22 '24 Sale 53.59 77,800 4,169,520 52,853,638 Jan 22 07:46 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jan 16 '24 Sale 54.72 77,800 4,257,014 52,931,438 Jan 16 05:43 PM KELLOGG W K FOUNDATION TRUST 10% Owner Jan 08 '24 Sale 56.49 77,800 4,395,109 53,009,238 Jan 08 05:07 PM KELLOGG W K FOUNDATION TRUST 10% Owner Dec 28 '23 Sale 55.25 77,800 4,298,559 53,087,038 Dec 28 05:39 PM KELLOGG W K FOUNDATION TRUST 10% Owner Dec 21 '23 Sale 53.42 77,800 4,156,325 53,164,838 Dec 21 08:12 PM KELLOGG W K FOUNDATION TRUST 10% Owner Dec 14 '23 Sale 55.07 77,800 4,284,197 53,242,638 Dec 14 04:09 PM KELLOGG W K FOUNDATION TRUST 10% Owner Dec 07 '23 Sale 53.89 77,800 4,192,393 53,320,438 Dec 07 04:50 PM KELLOGG W K FOUNDATION TRUST 10% Owner Nov 28 '23 Sale 52.21 77,800 4,062,296 53,398,238 Nov 28 04:53 PM KELLOGG W K FOUNDATION TRUST 10% Owner Nov 21 '23 Sale 52.84 77,800 4,110,866 53,476,038 Nov 21 04:08 PM KELLOGG W K FOUNDATION TRUST 10% Owner Nov 09 '23 Sale 51.87 77,800 4,035,673 53,631,638 Nov 13 06:03 PM KELLOGG W K FOUNDATION TRUST 10% Owner Oct 30 '23 Sale 49.96 77,800 3,886,608 53,709,438 Oct 30 03:58 PM KELLOGG W K FOUNDATION TRUST 10% Owner Oct 23 '23 Sale 49.75 77,800 3,870,768 53,787,238 Oct 23 02:33 PM KELLOGG W K FOUNDATION TRUST 10% Owner Oct 16 '23 Sale 50.32 77,800 3,914,857 53,865,038 Oct 16 07:54 PM KELLOGG W K FOUNDATION TRUST 10% Owner Oct 09 '23 Sale 49.67 77,800 3,864,287 53,942,838 Oct 10 10:59 AM KELLOGG W K FOUNDATION TRUST 10% Owner Sep 28 '23 Sale 58.91 77,800 4,582,996 54,020,638 Sep 28 03:13 PM HUGHES CHARISSE FORD Senior Vice President Sep 21 '23 Option Exercise 0.00 4,891 0 4,891 Sep 25 04:17 PM KELLOGG W K FOUNDATION TRUST 10% Owner Sep 21 '23 Sale 60.79 77,800 4,729,501 54,098,438 Sep 21 05:27 PM KELLOGG W K FOUNDATION TRUST 10% Owner Sep 14 '23 Sale 59.66 77,800 4,641,571 54,176,238 Sep 14 07:00 PM
Index DJIA, S&P 500 P/E 42.48 EPS (ttm) 5.74 Insider Own 2.61% Shs Outstand 971.00M Perf Week -5.07%
Market Cap 233.24B Forward P/E 21.93 EPS next Y 11.12 Insider Trans -3.57% Shs Float 931.03M Perf Month 1.64%
Income 5.63B PEG 2.62 EPS next Q 2.43 Inst Own 83.58% Short Float 1.50% Perf Quarter 0.50%
Sales 36.47B P/S 6.40 EPS this Y 22.63% Inst Trans -0.98% Short Ratio 2.09 Perf Half Y -19.33%
Book/sh 60.16 P/B 4.06 EPS next Y 10.36% ROA 6.10% Short Interest 13.97M Perf Year 10.08%
Cash/sh 13.22 P/C 18.46 EPS next 5Y 16.23% ROE 9.73% 52W Range 193.68 - 318.71 Perf YTD -7.29%
Dividend Est. 0.85 (0.35%) P/FCF 20.35 EPS past 5Y 24.06% ROI 8.15% 52W High -23.45% Beta 1.30
Dividend TTM 0.80 (0.33%) Quick Ratio 0.95 Sales past 5Y 21.44% Gross Margin 69.80% 52W Low 25.97% ATR (14) 6.69
Dividend Ex-Date Jul 09, 2024 Current Ratio 0.95 EPS Y/Y TTM 260.24% Oper. Margin 19.06% RSI (14) 36.90 Volatility 2.57% 2.25%
Employees 72682 Debt/Eq 0.21 Sales Y/Y TTM 10.26% Profit Margin 15.44% Recom 1.63 Target Price 306.89
Option/Short Yes / Yes LT Debt/Eq 0.20 EPS Q/Q 14.29% Payout 0.00% Rel Volume 0.93 Prev Close 246.12
Sales Surprise 1.15% EPS Surprise 8.72% Sales Q/Q 8.39% Earnings Aug 28 AMC Avg Volume 6.69M Price 243.97
SMA20 -5.06% SMA50 -4.11% SMA200 -9.06% Trades
Volume 6,241,265 Change -0.87%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-29-24 Reiterated BMO Capital Markets
Outperform
$265 → $305
May-30-24 Reiterated Oppenheimer
Outperform
$325 → $280
Mar-21-24 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-24 Upgrade Robert W. Baird
Neutral → Outperform
$240 → $300
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$290 → $350
Dec-20-23 Downgrade Wells Fargo
Overweight → Equal Weight
$280
Dec-18-23 Upgrade Wolfe Research
Peer Perform → Outperform
$315
Nov-30-23 Reiterated Oppenheimer
Outperform
$250 → $275
Nov-30-23 Reiterated Needham
Buy
$250 → $275
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$252 → $277
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$268 → $232
Sep-15-23 Initiated HSBC Securities
Buy
$267
Jul-31-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$251 → $278
Jun-01-23 Downgrade Societe Generale
Buy → Hold
Mar-02-23 Upgrade Needham
Hold → Buy
$230
Jan-20-23 Downgrade Cowen
Outperform → Market Perform
Jan-18-23 Initiated DA Davidson
Neutral
$150
Jan-13-23 Downgrade Atlantic Equities
Overweight → Neutral
$200 → $140
Jan-11-23 Downgrade Bernstein
Mkt Perform → Underperform
$134 → $119
Dec-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $150
Show Previous Ratings
Sep-06-24 12:33PM
10:54AM
09:21AM
07:44AM
06:15AM
08:00PM
Loading…
Sep-05-24 08:00PM
05:27PM
04:35PM
01:28PM
09:24AM
08:46AM
07:30AM
Sep-04-24 03:34PM
02:02PM
01:34PM
04:15AM
Loading…
04:15AM
Sep-03-24 08:12PM
05:38PM
08:20AM
(Investor's Business Daily)
08:00AM
06:57AM
Sep-02-24 09:36PM
05:00PM
09:15AM
09:00AM
Aug-31-24 04:06PM
09:13AM
09:12AM
09:11AM
09:11AM
08:19PM
Loading…
Aug-30-24 08:19PM
06:36PM
04:59PM
01:33PM
01:33PM
11:22AM
09:45AM
01:06AM
Aug-29-24 04:22PM
03:36PM
02:34PM
11:23AM
11:02AM
10:46AM
09:34AM
09:18AM
09:00AM
08:01AM
(Investor's Business Daily)
07:58AM
07:12AM
06:18AM
12:58AM
Aug-28-24 10:30PM
09:05PM
09:05PM
08:20PM
07:58PM
07:00PM
06:00PM
05:57PM
05:39PM
(The Wall Street Journal)
05:15PM
05:06PM
04:35PM
(The Wall Street Journal)
04:18PM
04:17PM
04:09PM
(Associated Press Finance)
04:08PM
04:04PM
04:01PM
02:55PM
07:25AM
06:55AM
12:30AM
Aug-27-24 05:52PM
04:24PM
01:46PM
12:54PM
10:00AM
09:26AM
09:01AM
04:15AM
03:02AM
02:18AM
Aug-26-24 01:17PM
11:31AM
09:46AM
09:30AM
08:20AM
(Investor's Business Daily)
Aug-25-24 07:00AM
Aug-24-24 06:00PM
05:57PM
05:56PM
05:53PM
05:51PM
05:48PM
05:46PM
05:43PM
05:25PM
Aug-23-24 05:22PM
Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Harris Parker Co-Founder and CTO, Slack Sep 03 '24 Option Exercise 118.04 3,528 416,445 121,109 Sep 05 04:36 PM Harris Parker Co-Founder and CTO, Slack Sep 03 '24 Sale 250.59 3,528 884,095 117,581 Sep 05 04:36 PM Harris Parker Co-Founder and CTO, Slack Aug 27 '24 Option Exercise 118.04 4,200 495,768 121,781 Aug 28 06:25 PM Harris Parker Co-Founder and CTO, Slack Aug 27 '24 Sale 262.90 4,200 1,104,199 117,581 Aug 28 06:25 PM Milano Miguel President and CRO Aug 22 '24 Option Exercise 0.00 6,650 0 6,650 Aug 23 09:06 PM Milano Miguel President and CRO Aug 23 '24 Sale 262.95 2,934 771,482 3,716 Aug 23 09:06 PM Niles Sabastian President and CLO Aug 22 '24 Option Exercise 0.00 6,650 0 6,650 Aug 23 09:04 PM Niles Sabastian President and CLO Aug 23 '24 Sale 262.95 3,338 877,712 3,312 Aug 23 09:04 PM Millham Brian President and COO Aug 22 '24 Option Exercise 200.77 4,056 814,320 4,056 Aug 23 07:40 PM Millham Brian President and COO Aug 22 '24 Sale 261.50 4,056 1,060,644 0 Aug 23 07:40 PM WEBB MAYNARD G JR Director Aug 22 '24 Option Exercise 0.00 330 0 10,533 Aug 23 07:37 PM Washington Robin L Director Aug 22 '24 Option Exercise 0.00 330 0 41,145 Aug 23 07:33 PM Roos John Victor Director Aug 22 '24 Option Exercise 0.00 330 0 14,537 Aug 23 07:29 PM MUNOZ OSCAR Director Aug 22 '24 Option Exercise 0.00 330 0 7,356 Aug 23 07:21 PM SACHIN J. MEHRA Director Aug 22 '24 Option Exercise 0.00 330 0 2,654 Aug 23 07:17 PM KROES NEELIE Director Aug 22 '24 Option Exercise 0.00 330 0 10,172 Aug 23 07:09 PM DONALD ARNOLD W Director Aug 22 '24 Option Exercise 0.00 330 0 3,104 Aug 23 05:29 PM Conway Craig Director Aug 22 '24 Option Exercise 0.00 330 0 7,185 Aug 23 05:26 PM ALBER LAURA Director Aug 22 '24 Option Exercise 0.00 330 0 5,090 Aug 23 05:14 PM BRIAN MILLHAM Officer Aug 22 '24 Proposed Sale 261.50 4,056 1,060,644 Aug 22 04:27 PM Harris Parker Co-Founder and CTO, Slack Aug 20 '24 Option Exercise 118.04 4,200 495,768 121,781 Aug 21 06:13 PM Harris Parker Co-Founder and CTO, Slack Aug 20 '24 Sale 262.97 4,200 1,104,489 117,581 Aug 21 06:13 PM Harris Parker Co-Founder and CTO, Slack Aug 13 '24 Option Exercise 118.04 4,200 495,768 121,781 Aug 14 06:07 PM Harris Parker Co-Founder and CTO, Slack Aug 13 '24 Sale 254.57 4,200 1,069,194 117,581 Aug 14 06:07 PM Harris Parker Co-Founder and CTO, Slack Aug 09 '24 Option Exercise 0.00 1,400 0 118,981 Aug 12 07:25 PM Harris Parker Co-Founder and CTO, Slack Aug 09 '24 Sale 251.62 1,400 352,275 117,581 Aug 12 07:25 PM Harris Parker Co-Founder and CTO, Slack Aug 06 '24 Option Exercise 118.04 2,800 330,512 120,381 Aug 07 05:00 PM Harris Parker Co-Founder and CTO, Slack Aug 06 '24 Sale 241.22 2,800 675,420 117,581 Aug 07 05:00 PM Harris Parker Co-Founder and CTO, Slack Jul 30 '24 Option Exercise 118.04 4,200 495,768 121,781 Jul 31 04:53 PM Harris Parker Co-Founder and CTO, Slack Jul 30 '24 Sale 257.28 4,200 1,080,595 117,581 Jul 31 04:53 PM Millham Brian President and COO Jul 25 '24 Option Exercise 215.17 2,018 434,213 2,018 Jul 26 04:44 PM Millham Brian President and COO Jul 25 '24 Sale 260.00 2,018 524,680 0 Jul 26 04:44 PM Millham Brian President and COO Jul 24 '24 Sale 253.63 969 245,767 0 Jul 25 04:37 PM Harris Parker Co-Founder and CTO, Slack Jul 23 '24 Option Exercise 118.04 4,200 495,768 121,781 Jul 24 08:25 PM Harris Parker Co-Founder and CTO, Slack Jul 23 '24 Sale 255.93 4,200 1,074,911 117,581 Jul 24 08:25 PM Weaver Amy E President and CFO Jul 22 '24 Option Exercise 0.00 1,785 0 52,006 Jul 23 07:46 PM Weaver Amy E President and CFO Jul 23 '24 Sale 255.78 897 229,433 51,109 Jul 23 07:46 PM Tallapragada Srinivas Pres/Chief Engineering Officer Jul 22 '24 Option Exercise 0.00 1,785 0 23,939 Jul 23 07:43 PM Tallapragada Srinivas Pres/Chief Engineering Officer Jul 23 '24 Sale 255.78 897 229,433 23,042 Jul 23 07:43 PM SCHMAIER R DAVID Pres. & Chief Product Officer Jul 22 '24 Option Exercise 0.00 2,299 0 21,711 Jul 23 07:40 PM SCHMAIER R DAVID Pres. & Chief Product Officer Jul 23 '24 Sale 255.78 1,155 295,424 20,556 Jul 23 07:40 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jul 22 '24 Option Exercise 0.00 910 0 6,844 Jul 23 07:37 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jul 23 '24 Sale 255.78 413 105,637 6,431 Jul 23 07:37 PM Millham Brian President and COO Jul 22 '24 Option Exercise 95.36 3,984 379,921 3,984 Jul 23 07:34 PM Millham Brian President and COO Jul 22 '24 Sale 248.75 2,037 506,704 1,947 Jul 23 07:34 PM Millham Brian President and COO Jul 23 '24 Sale 255.78 978 250,152 969 Jul 23 07:34 PM Harris Parker Co-Founder and CTO, Slack Jul 22 '24 Option Exercise 0.00 1,785 0 118,478 Jul 23 07:31 PM Harris Parker Co-Founder and CTO, Slack Jul 23 '24 Sale 255.78 897 229,433 117,581 Jul 23 07:31 PM Harris Parker Co-Founder and CTO, Slack Jul 16 '24 Option Exercise 118.04 4,200 495,768 120,893 Jul 17 04:48 PM Harris Parker Co-Founder and CTO, Slack Jul 16 '24 Sale 254.90 4,200 1,070,572 116,693 Jul 17 04:48 PM Harris Parker Co-Founder and CTO, Slack Jul 09 '24 Option Exercise 118.04 4,200 495,768 120,893 Jul 10 04:29 PM Harris Parker Co-Founder and CTO, Slack Jul 09 '24 Sale 252.75 4,200 1,061,539 116,693 Jul 10 04:29 PM Harris Parker Co-Founder and CTO, Slack Jul 02 '24 Option Exercise 118.04 4,200 495,768 120,893 Jul 03 06:08 PM Harris Parker Co-Founder and CTO, Slack Jul 02 '24 Sale 256.24 4,200 1,076,196 116,693 Jul 03 06:08 PM Millham Brian President and COO Jun 28 '24 Option Exercise 215.17 2,018 434,213 2,018 Jul 01 05:01 PM Millham Brian President and COO Jun 28 '24 Sale 260.00 2,018 524,680 0 Jul 01 05:01 PM Harris Parker Co-Founder and CTO, Slack Jun 27 '24 Option Exercise 118.04 5,600 661,024 122,293 Jun 28 07:47 PM Harris Parker Co-Founder and CTO, Slack Jun 27 '24 Sale 250.17 5,600 1,400,945 116,693 Jun 28 07:47 PM Millham Brian President and COO Jun 25 '24 Sale 242.00 1,662 402,204 0 Jun 26 05:16 PM Harris Parker Co-Founder and CTO, Slack Jun 25 '24 Option Exercise 118.04 2,800 330,512 119,493 Jun 26 05:12 PM Harris Parker Co-Founder and CTO, Slack Jun 25 '24 Sale 241.42 2,800 675,980 116,693 Jun 26 05:12 PM Millham Brian President and COO Jun 24 '24 Option Exercise 186.51 2,038 380,107 3,700 Jun 25 05:08 PM Millham Brian President and COO Jun 24 '24 Sale 243.19 2,038 495,621 1,662 Jun 25 05:08 PM Tallapragada Srinivas Pres/Chief Engineering Officer Jun 22 '24 Option Exercise 0.00 1,873 0 23,096 Jun 24 07:56 PM Tallapragada Srinivas Pres/Chief Engineering Officer Jun 24 '24 Sale 242.32 942 228,269 22,154 Jun 24 07:56 PM SCHMAIER R DAVID Pres. & Chief Product Officer Jun 22 '24 Option Exercise 0.00 1,256 0 20,043 Jun 24 07:54 PM SCHMAIER R DAVID Pres. & Chief Product Officer Jun 24 '24 Sale 242.32 631 152,906 19,412 Jun 24 07:54 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jun 22 '24 Option Exercise 0.00 143 0 5,999 Jun 24 07:52 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jun 24 '24 Sale 242.32 65 15,751 5,934 Jun 24 07:52 PM Millham Brian President and COO Jun 22 '24 Option Exercise 0.00 3,340 0 3,340 Jun 24 07:50 PM Millham Brian President and COO Jun 24 '24 Sale 242.32 1,678 406,618 1,662 Jun 24 07:50 PM Harris Parker Co-Founder and CTO, Slack Jun 22 '24 Option Exercise 0.00 1,873 0 117,635 Jun 24 07:48 PM Harris Parker Co-Founder and CTO, Slack Jun 24 '24 Sale 242.32 942 228,269 116,693 Jun 24 07:48 PM Weaver Amy E President and CFO Jun 22 '24 Option Exercise 0.00 1,873 0 51,163 Jun 24 07:46 PM Weaver Amy E President and CFO Jun 24 '24 Sale 242.32 942 228,269 50,221 Jun 24 07:46 PM MUNOZ OSCAR Director Jun 21 '24 Buy 243.69 2,051 499,806 7,026 Jun 24 06:01 PM Harris Parker Co-Founder and CTO, Slack Jun 18 '24 Option Exercise 118.04 2,800 330,512 118,562 Jun 20 06:23 PM Harris Parker Co-Founder and CTO, Slack Jun 18 '24 Sale 230.68 2,800 645,915 115,762 Jun 20 06:23 PM Conway Craig Director Jun 11 '24 Sale 239.64 6,000 1,437,815 6,855 Jun 12 05:31 PM Harris Parker Co-Founder and CTO, Slack Jun 11 '24 Option Exercise 118.04 2,800 330,512 118,562 Jun 12 05:14 PM Harris Parker Co-Founder and CTO, Slack Jun 11 '24 Sale 240.40 2,800 673,126 115,762 Jun 12 05:14 PM Benioff Marc Chair and CEO Jun 10 '24 Sale 241.74 15,000 3,626,076 12,162,457 Jun 11 06:15 PM Benioff Marc Chair and CEO Jun 07 '24 Sale 242.49 15,000 3,637,398 12,210,327 Jun 10 09:42 PM Benioff Marc Chair and CEO Jun 06 '24 Sale 243.44 15,000 3,651,583 12,332,327 Jun 07 04:29 PM Benioff Marc Chair and CEO Jun 05 '24 Sale 234.32 15,000 3,514,738 12,347,327 Jun 06 04:15 PM Harris Parker Co-Founder and CTO, Slack Jun 04 '24 Option Exercise 118.04 2,800 330,512 118,562 Jun 05 05:35 PM Harris Parker Co-Founder and CTO, Slack Jun 04 '24 Sale 235.99 2,800 660,763 115,762 Jun 05 05:35 PM Benioff Marc Chair and CEO Jun 04 '24 Sale 235.71 15,000 3,535,652 12,362,327 Jun 05 05:27 PM Morfit G Mason Director Jun 03 '24 Buy 233.17 428,000 99,796,760 3,914,309 Jun 05 04:01 PM Benioff Marc Chair and CEO Jun 03 '24 Sale 233.92 15,000 3,508,785 12,377,327 Jun 04 04:19 PM Benioff Marc Chair and CEO May 31 '24 Sale 224.75 15,000 3,371,314 12,392,327 Jun 03 04:34 PM Benioff Marc Chair and CEO May 30 '24 Sale 216.66 15,000 3,249,840 12,407,327 May 31 05:07 PM Benioff Marc Chair and CEO May 29 '24 Sale 271.05 15,000 4,065,729 12,422,327 May 30 04:56 PM Harris Parker Co-Founder and CTO, Slack May 28 '24 Option Exercise 118.04 4,200 495,768 119,962 May 29 04:26 PM Harris Parker Co-Founder and CTO, Slack May 28 '24 Sale 269.26 4,200 1,130,888 115,762 May 29 04:26 PM Benioff Marc Chair and CEO May 28 '24 Sale 269.32 15,000 4,039,789 12,437,327 May 29 04:20 PM Benioff Marc Chair and CEO May 24 '24 Sale 271.73 15,000 4,075,924 12,452,327 May 28 04:57 PM Benioff Marc Chair and CEO May 23 '24 Sale 280.06 15,000 4,200,857 12,467,327 May 24 04:49 PM Millham Brian President and COO May 22 '24 Option Exercise 206.73 6,162 1,273,874 6,162 May 23 05:13 PM Millham Brian President and COO May 22 '24 Sale 283.41 6,162 1,746,372 0 May 23 05:13 PM
Index RUT P/E 67.24 EPS (ttm) 0.78 Insider Own 14.10% Shs Outstand 65.61M Perf Week -2.83%
Market Cap 3.56B Forward P/E 23.61 EPS next Y 2.22 Insider Trans -1.11% Shs Float 58.35M Perf Month 16.57%
Income 50.15M PEG 4.13 EPS next Q 0.43 Inst Own 89.51% Short Float 4.17% Perf Quarter 24.29%
Sales 719.84M P/S 4.95 EPS this Y 52.44% Inst Trans -4.01% Short Ratio 2.94 Perf Half Y 60.55%
Book/sh 5.40 P/B 9.72 EPS next Y 20.52% ROA 1.36% Short Interest 2.43M Perf Year 70.76%
Cash/sh 2.89 P/C 18.17 EPS next 5Y 16.30% ROE 8.85% 52W Range 24.97 - 56.18 Perf YTD 65.45%
Dividend Est. 1.29 (2.47%) P/FCF 14.67 EPS past 5Y -13.21% ROI 7.78% 52W High -6.59% Beta 1.28
Dividend TTM 0.87 (1.66%) Quick Ratio - Sales past 5Y 318.19% Gross Margin 93.48% 52W Low 110.14% ATR (14) 1.71
Dividend Ex-Date Aug 30, 2024 Current Ratio - EPS Y/Y TTM 273.57% Oper. Margin 27.87% RSI (14) 53.04 Volatility 2.89% 3.53%
Employees 990 Debt/Eq 0.79 Sales Y/Y TTM 264.89% Profit Margin 6.97% Recom 2.14 Target Price 52.79
Option/Short Yes / Yes LT Debt/Eq 0.76 EPS Q/Q -40.54% Payout 90.93% Rel Volume 0.64 Prev Close 53.72
Sales Surprise 22.09% EPS Surprise 36.75% Sales Q/Q 5.18% Earnings Aug 08 AMC Avg Volume 827.80K Price 52.48
SMA20 -0.29% SMA50 6.28% SMA200 37.03% Trades
Volume 528,066 Change -2.31%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Upgrade JP Morgan
Neutral → Overweight
$40 → $49
Mar-20-24 Initiated Oppenheimer
Outperform
$48
Sep-07-22 Initiated BofA Securities
Buy
$42
Aug-31-22 Initiated Barclays
Equal Weight
$33
Jul-19-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$46 → $30
Dec-22-21 Initiated Evercore ISI
Outperform
$48
Jan-26-21 Downgrade UBS
Buy → Neutral
$32 → $38
Oct-12-20 Initiated UBS
Buy
$30
Oct-12-20 Initiated Morgan Stanley
Overweight
Oct-12-20 Initiated JP Morgan
Neutral
Oct-12-20 Initiated Goldman
Neutral
$26
Oct-12-20 Initiated Barclays
Equal Weight
Show Previous Ratings
Sep-03-24 02:02AM
Aug-27-24 08:05AM
Aug-08-24 06:40PM
04:05PM
Aug-01-24 10:01AM
08:05AM
Loading…
Jul-25-24 08:05AM
Jun-26-24 08:05AM
Jun-25-24 09:35AM
Jun-13-24 03:16AM
Jun-11-24 10:09AM
Jun-10-24 04:40PM
(The Wall Street Journal) +6.59%
Jun-07-24 06:09PM
Jun-06-24 08:59AM
Jun-05-24 07:00AM
Jun-04-24 07:02PM
02:43AM
Loading…
Jun-01-24 02:43AM
May-29-24 12:00PM
May-28-24 08:05AM
May-24-24 08:04AM
May-23-24 08:53PM
05:45PM
04:05PM
May-16-24 10:00AM
May-09-24 08:05AM
May-07-24 11:43AM
Apr-25-24 04:05PM
Apr-23-24 06:15PM
09:35AM
Apr-12-24 12:10PM
Apr-04-24 12:00PM
04:09PM
Loading…
Mar-19-24 04:09PM
(Yahoo Finance Video)
+5.08%
Feb-27-24 08:33AM
Feb-09-24 10:37AM
06:58AM
(Thomson Reuters StreetEvents)
Feb-08-24 05:40PM
04:50PM
04:05PM
Feb-01-24 10:00AM
08:05AM
Jan-25-24 08:05AM
Dec-11-23 04:05PM
Nov-30-23 11:00AM
Nov-14-23 08:05AM
Nov-07-23 09:48AM
08:58AM
(Thomson Reuters StreetEvents)
Nov-06-23 06:25PM
04:06PM
04:05PM
Oct-19-23 08:09AM
08:05AM
Sep-15-23 03:05PM
Sep-14-23 01:31PM
01:07PM
Aug-29-23 08:05AM
Aug-10-23 07:00AM
Aug-08-23 08:05AM
06:00AM
Aug-03-23 06:35PM
04:05PM
Jul-25-23 08:05AM
Jul-20-23 08:05AM
Jun-09-23 05:53AM
Jun-06-23 06:34AM
Jun-01-23 06:29AM
May-31-23 12:51PM
08:05AM
May-30-23 08:05AM
May-25-23 06:57AM
(Thomson Reuters StreetEvents)
May-24-23 05:25PM
04:05PM
May-17-23 10:00AM
May-10-23 08:05AM
Apr-20-23 08:05AM
Apr-18-23 04:05PM
08:39AM
Feb-24-23 08:26AM
Feb-12-23 09:31AM
Feb-11-23 08:33AM
Feb-09-23 05:35PM
04:05PM
Jan-31-23 04:05PM
08:05AM
Jan-26-23 08:05AM
Jan-06-23 11:40AM
Dec-22-22 09:50AM
Nov-16-22 04:05PM
Nov-03-22 07:25PM
04:05PM
Oct-28-22 10:13AM
Oct-27-22 10:02AM
Oct-20-22 08:05AM
05:00AM
Oct-19-22 08:05AM
Sep-26-22 10:30AM
Aug-30-22 08:05AM
Aug-11-22 08:05AM
Aug-08-22 07:00AM
Aug-04-22 06:55PM
04:05PM
Aug-03-22 06:45PM
StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mitchell Steven R Director Jun 11 '24 Sale 44.34 27,500 1,219,350 0 Jun 12 07:54 PM Keck Thomas Director Jun 10 '24 Sale 45.06 74,976 3,378,419 118,739 Jun 12 05:19 PM Keck Thomas Director Jun 12 '24 Sale 45.32 13,050 591,426 100,750 Jun 12 05:19 PM Keck Thomas Director Jun 11 '24 Sale 45.04 4,939 222,453 113,800 Jun 12 05:19 PM Keck Thomas Director Jun 04 '24 Sale 45.01 4,382 197,234 193,715 Jun 05 04:44 PM Keck Thomas Director Jun 03 '24 Sale 45.04 2,653 119,491 198,097 Jun 05 04:44 PM Park David Y Chief Financial Officer Jun 03 '24 Sale 44.13 2,500 110,325 27,217 Jun 04 04:37 PM Hoffmeister David F Director May 30 '24 Buy 44.29 22,500 996,525 45,853 May 31 05:52 PM Keck Thomas Director Feb 23 '24 Sale 35.47 53,403 1,894,204 204,444 Feb 27 07:21 PM Keck Thomas Director Feb 26 '24 Sale 35.47 3,694 131,026 200,750 Feb 27 07:21 PM Keathley Anthony Chief Accounting Officer Feb 22 '24 Sale 35.70 469 16,743 3,183 Feb 22 07:11 PM Keck Thomas Director Feb 22 '24 Sale 35.68 48,662 1,736,260 257,847 Feb 22 07:05 PM Keck Thomas Director Feb 21 '24 Sale 35.10 24,241 850,859 306,509 Feb 22 07:05 PM Lim James 10% Owner Feb 16 '24 Sale 35.11 62,164 2,182,578 6,208,351 Feb 20 06:03 PM Lim James 10% Owner Feb 15 '24 Sale 35.22 56,937 2,005,321 6,270,515 Feb 20 06:03 PM Lim James 10% Owner Feb 14 '24 Sale 35.16 61,294 2,155,097 6,327,452 Feb 15 07:09 PM Lim James 10% Owner Feb 13 '24 Sale 35.06 9,008 315,820 6,388,746 Feb 15 07:09 PM Keathley Anthony Chief Accounting Officer Feb 13 '24 Sale 34.95 699 24,430 3,277 Feb 15 07:07 PM Lim James 10% Owner Dec 14 '23 Sale 29.03 177,283 5,146,525 6,467,403 Dec 18 04:37 PM Lim James 10% Owner Dec 15 '23 Sale 28.80 69,649 2,005,891 6,397,754 Dec 18 04:37 PM Park David Y Chief Accounting Officer Sep 15 '23 Sale 32.02 2,541 81,363 27,864 Sep 18 04:24 PM Lim James 10% Owner Sep 15 '23 Sale 31.72 21,862 693,463 6,644,686 Sep 18 04:22 PM Lim James 10% Owner Sep 14 '23 Sale 31.15 17,946 559,018 6,666,548 Sep 18 04:22 PM Park David Y Chief Accounting Officer Sep 13 '23 Sale 32.02 1,459 46,717 30,405 Sep 14 06:24 PM Lim James 10% Owner Sep 13 '23 Sale 31.76 53,925 1,712,658 6,684,494 Sep 13 06:27 PM Lim James 10% Owner Sep 12 '23 Sale 31.64 43,515 1,376,815 6,738,419 Sep 13 06:27 PM Lim James 10% Owner Sep 11 '23 Sale 31.42 31,648 994,380 6,781,934 Sep 13 06:27 PM Lim James 10% Owner Sep 08 '23 Sale 31.21 20,473 638,962 6,813,582 Sep 08 06:36 PM
Index S&P 500 P/E 16.85 EPS (ttm) 11.00 Insider Own 0.59% Shs Outstand 264.04M Perf Week -1.59%
Market Cap 48.94B Forward P/E 10.33 EPS next Y 17.94 Insider Trans -17.16% Shs Float 262.49M Perf Month 8.61%
Income 2.91B PEG - EPS next Q 3.01 Inst Own 81.20% Short Float 0.81% Perf Quarter 13.63%
Sales 60.30B P/S 0.81 EPS this Y 1468.17% Inst Trans 1.15% Short Ratio 1.42 Perf Half Y 18.34%
Book/sh 62.85 P/B 2.95 EPS next Y 20.42% ROA 3.18% Short Interest 2.13M Perf Year 71.74%
Cash/sh - P/C - EPS next 5Y - ROE 17.78% 52W Range 105.85 - 191.33 Perf YTD 32.42%
Dividend Est. 3.71 (2.00%) P/FCF 7.82 EPS past 5Y - ROI 11.16% 52W High -3.12% Beta 0.48
Dividend TTM 3.65 (1.97%) Quick Ratio - Sales past 5Y 7.88% Gross Margin - 52W Low 75.12% ATR (14) 3.74
Dividend Ex-Date Aug 30, 2024 Current Ratio 0.44 EPS Y/Y TTM 206.82% Oper. Margin 7.01% RSI (14) 60.44 Volatility 1.93% 1.83%
Employees 53400 Debt/Eq 0.43 Sales Y/Y TTM 10.40% Profit Margin 4.82% Recom 1.92 Target Price 202.47
Option/Short Yes / Yes LT Debt/Eq 0.40 EPS Q/Q 121.30% Payout - Rel Volume 1.12 Prev Close 185.76
Sales Surprise 1.67% EPS Surprise 478.30% Sales Q/Q 12.41% Earnings Jul 31 AMC Avg Volume 1.50M Price 185.36
SMA20 2.34% SMA50 7.36% SMA200 14.77% Trades
Volume 1,687,477 Change -0.22%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-05-24 Initiated Barclays
Underweight
$175
Aug-12-24 Upgrade Wells Fargo
Underweight → Equal Weight
$142 → $177
Jul-18-24 Upgrade BMO Capital Markets
Market Perform → Outperform
$190 → $191
Mar-28-24 Upgrade HSBC Securities
Hold → Buy
$158 → $190
Jan-10-24 Initiated TD Cowen
Outperform
$193
Jan-09-24 Upgrade Jefferies
Hold → Buy
$130 → $180
Jan-04-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$117 → $171
Dec-28-23 Initiated HSBC Securities
Hold
$145
Jun-20-23 Initiated Morgan Stanley
Equal-Weight
$117
Apr-03-23 Upgrade William Blair
Mkt Perform → Outperform
Jan-20-23 Initiated BMO Capital Markets
Market Perform
$130
Oct-12-22 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$136 → $158
May-24-22 Initiated Citigroup
Buy
$159
May-20-22 Downgrade Argus
Buy → Hold
Apr-28-22 Resumed Credit Suisse
Outperform
$188
Mar-18-22 Upgrade Raymond James
Outperform → Strong Buy
$145 → $165
Mar-02-22 Upgrade Goldman
Sell → Buy
$142
Feb-14-22 Upgrade UBS
Neutral → Buy
$126 → $149
Dec-09-21 Downgrade Wells Fargo
Equal Weight → Underweight
$123 → $105
Nov-23-21 Initiated Goldman
Sell
$106
Show Previous Ratings
Sep-03-24 01:11PM
Aug-30-24 11:31AM
Aug-29-24 04:56PM
Aug-28-24 06:09AM
Aug-23-24 10:41AM
09:50AM
Loading…
Aug-21-24 09:50AM
Aug-20-24 09:40AM
Aug-19-24 02:32PM
Aug-16-24 11:07AM
Aug-15-24 07:15PM
09:47AM
09:18AM
07:58AM
Aug-14-24 06:49PM
(Morningstar Research) +5.23%
05:40PM
05:13PM
Loading…
05:13PM
03:02PM
12:02PM
07:02AM
06:55AM
(Life Insurance International)
Aug-13-24 06:16PM
06:09PM
03:46PM
Aug-12-24 09:30AM
Aug-11-24 04:47PM
04:44PM
Aug-10-24 06:43PM
Aug-01-24 12:54PM
(The Wall Street Journal)
12:37PM
11:49AM
01:04AM
Loading…
01:04AM
Jul-31-24 06:30PM
05:30PM
05:04PM
04:32PM
(Associated Press Finance)
Jul-30-24 01:11PM
Jul-29-24 09:45AM
Jul-26-24 11:45AM
09:15AM
Jul-24-24 10:01AM
Jul-23-24 12:10PM
Jul-22-24 05:50PM
Jul-18-24 08:13AM
Jul-17-24 04:48PM
01:10PM
Jul-15-24 05:50PM
09:18AM
Jul-12-24 08:28PM
Jul-11-24 05:12PM
07:00AM
Jul-10-24 11:45AM
Jul-08-24 05:50PM
Jul-07-24 05:30AM
(The Wall Street Journal)
Jul-05-24 09:05AM
07:52AM
Jul-01-24 01:16PM
Jun-26-24 12:51PM
Jun-25-24 12:06PM
10:06AM
08:17AM
Jun-24-24 05:51PM
05:50PM
11:45AM
Jun-21-24 01:00PM
09:40AM
Jun-20-24 08:16AM
Jun-18-24 05:50PM
04:51PM
10:14AM
09:40AM
09:30AM
Jun-17-24 09:02AM
Jun-13-24 01:07PM
Jun-12-24 05:45PM
Jun-11-24 07:24AM
Jun-07-24 02:23PM
02:22PM
Jun-06-24 05:55AM
Jun-05-24 09:40AM
03:01AM
Jun-04-24 06:42AM
06:26AM
05:53AM
May-31-24 11:31AM
07:01AM
May-30-24 09:14AM
May-26-24 07:15AM
07:05AM
May-24-24 11:15PM
10:08PM
10:07PM
May-23-24 12:51PM
May-22-24 06:04PM
11:45AM
08:25AM
08:00AM
May-21-24 09:40AM
May-20-24 09:40AM
May-17-24 01:02PM
May-16-24 05:00PM
The Allstate Corp. engages in the property and casualty insurance business and the provision of protection solutions. It operates through the following segments: Allstate Protection, Protection Services, Allstate Health and Benefits, Run-off Property-Liability, and Corporate and Other. The Allstate Protection segment offers private passenger auto, homeowners, other personal lines, and commercial insurance marketed under the Allstate, National General, and Answer Financial brand names. The Protection Services segment provides a range of solutions and services that expand and enhance customer value propositions including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity, and Allstate Identity Protection. The Allstate Health and Benefits segment focuses on voluntary benefits and individual life and health products, including life, accident, critical illness, short term disability, and other health insurance products sold through independent agents, benefit brokers, and Allstate exclusive agencies. The Run-off Property-Liability segment relates to property and casualty insurance policies with exposure to asbestos, environmental, and other claims in run-off. The Corporate and Other segment is involved in debt service, holding company activities, and certain non-insurance operations. The company was founded on April 17, 1931 and is headquartered in Northbrook, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
WILSON THOMAS J Chairman, President & CEO Aug 21 '24 Option Exercise 70.71 294,494 20,823,671 294,494 Aug 23 04:40 PM WILSON THOMAS J Chairman, President & CEO Aug 21 '24 Sale 179.34 90,000 16,141,029 88,552 Aug 23 04:40 PM WILSON THOMAS J Chairman, President & CEO Aug 22 '24 Sale 179.57 88,552 15,901,548 0 Aug 23 04:40 PM WILSON THOMAS J Officer Aug 22 '24 Proposed Sale 179.57 88,552 15,901,544 Aug 22 04:08 PM Toohey Robert EVP, Chief HR Officer - AIC Aug 19 '24 Option Exercise 137.19 19,766 2,711,720 21,555 Aug 21 05:02 PM Toohey Robert EVP, Chief HR Officer - AIC Aug 19 '24 Sale 180.17 16,682 3,005,527 4,873 Aug 21 05:02 PM WILSON THOMAS J Officer Aug 21 '24 Proposed Sale 179.35 90,000 16,141,064 Aug 21 04:51 PM Brady Elizabeth Executive Vice President - AIC Aug 16 '24 Option Exercise 95.84 49,481 4,742,292 68,644 Aug 20 04:55 PM Brady Elizabeth Executive Vice President - AIC Aug 16 '24 Sale 179.09 49,481 8,861,775 19,163 Aug 20 04:55 PM Toohey Robert Officer Aug 19 '24 Proposed Sale 180.17 16,682 3,005,557 Aug 19 11:45 AM Brady Elizabeth Officer Aug 16 '24 Proposed Sale 179.10 49,481 8,861,837 Aug 16 01:54 PM Gupta Suren President,Enterprise Solutions Jul 18 '24 Option Exercise 70.71 45,775 3,236,750 135,705 Jul 22 05:38 PM Gupta Suren President,Enterprise Solutions Jul 18 '24 Sale 177.28 45,775 8,114,835 89,930 Jul 22 05:38 PM SPRIESER JUDITH A Director Jun 01 '24 Option Exercise 0.00 1,124 0 1,124 Jun 04 05:24 PM SPRIESER JUDITH A Director Jun 03 '24 Sale 166.88 1,124 187,573 0 Jun 04 05:24 PM Sherrill Gregg M Director Jun 01 '24 Option Exercise 0.00 1,124 0 7,089 Jun 04 05:21 PM Mehta Siddharth N Director Jun 01 '24 Option Exercise 0.00 1,124 0 5,964 Jun 04 05:18 PM KEANE MARGARET M Director Jun 01 '24 Option Exercise 0.00 1,124 0 13,769 Jun 04 04:50 PM HUME RICHARD T Director Jun 01 '24 Option Exercise 0.00 1,124 0 2,609 Jun 04 04:32 PM Brown Donald Eugene Director Jun 01 '24 Option Exercise 0.00 1,124 0 4,668 Jun 04 04:25 PM Toohey Robert EVP, Chief HR Officer - AIC Apr 05 '24 Option Exercise 0.00 2,429 0 2,429 Apr 09 04:07 PM Dugenske John E Pres, Invest. & Corp. Strategy Mar 26 '24 Sale 170.20 31,000 5,276,203 63,731 Mar 28 04:03 PM Pintozzi John C SVP, Controller, and CAO Feb 27 '24 Sale 159.47 4,000 637,880 10,736 Feb 29 05:16 PM Pintozzi John C SVP, Controller, and CAO Feb 18 '24 Option Exercise 0.00 344 0 14,481 Feb 21 05:35 PM Pintozzi John C SVP, Controller, and CAO Feb 17 '24 Option Exercise 0.00 269 0 14,210 Feb 21 05:35 PM Pintozzi John C SVP, Controller, and CAO Feb 16 '24 Option Exercise 0.00 315 0 14,026 Feb 21 05:35 PM Rizzo Mario PresPersonalProperty-Liability Feb 16 '24 Option Exercise 92.80 24,698 2,291,974 84,898 Feb 21 04:39 PM Rizzo Mario PresPersonalProperty-Liability Feb 16 '24 Sale 162.00 24,698 4,001,076 60,200 Feb 21 04:39 PM Merten Jesse E EVP & Chief Financial Officer Feb 16 '24 Option Exercise 105.08 19,458 2,044,647 36,179 Feb 21 04:20 PM Merten Jesse E EVP & Chief Financial Officer Feb 16 '24 Sale 162.38 19,458 3,159,653 16,721 Feb 21 04:20 PM DeBiase Christine M. EVP, CLO, GC & Secretary Feb 03 '24 Option Exercise 0.00 2,538 0 2,538 Feb 06 05:44 PM Pintozzi John C SVP, Controller, and CAO Nov 27 '23 Option Exercise 78.35 4,662 365,268 18,373 Nov 29 04:08 PM Pintozzi John C SVP, Controller, and CAO Nov 27 '23 Sale 137.70 4,662 641,962 13,711 Nov 29 04:08 PM Prindiville Mark Q EVP & Chief Risk Officer - AIC Nov 21 '23 Option Exercise 63.91 10,951 699,929 29,628 Nov 22 04:40 PM Prindiville Mark Q EVP & Chief Risk Officer - AIC Nov 21 '23 Sale 135.43 10,951 1,483,052 18,677 Nov 22 04:40 PM Pintozzi John C SVP, Controller, and CAO Nov 20 '23 Sale 134.79 4,000 539,160 13,711 Nov 22 04:39 PM WILSON THOMAS J Chairman, President & CEO Nov 17 '23 Option Exercise 52.18 309,237 16,135,987 309,237 Nov 21 04:26 PM Jeevanjee Zulfikar EVP & CTO - AIC Nov 03 '23 Option Exercise 0.00 5,109 0 5,109 Nov 07 04:31 PM Brown Donald Eugene Director Nov 01 '23 Option Exercise 0.00 1,019 0 3,116 Nov 02 04:47 PM
Index S&P 500 P/E 32.53 EPS (ttm) 6.29 Insider Own 0.21% Shs Outstand 401.46M Perf Week -2.45%
Market Cap 82.16B Forward P/E 25.60 EPS next Y 8.00 Insider Trans -0.67% Shs Float 400.48M Perf Month -0.06%
Income 2.54B PEG 2.63 EPS next Q 1.89 Inst Own 83.91% Short Float 0.74% Perf Quarter 1.10%
Sales 20.98B P/S 3.92 EPS this Y 17.15% Inst Trans 5.39% Short Ratio 1.88 Perf Half Y -1.22%
Book/sh 18.59 P/B 11.01 EPS next Y 10.30% ROA 7.75% Short Interest 2.98M Perf Year 31.26%
Cash/sh 2.38 P/C 86.12 EPS next 5Y 12.35% ROE 35.42% 52W Range 149.71 - 225.00 Perf YTD 14.31%
Dividend Est. 3.08 (1.50%) P/FCF 38.83 EPS past 5Y 4.94% ROI 10.62% 52W High -9.01% Beta 0.75
Dividend TTM 2.90 (1.42%) Quick Ratio 1.03 Sales past 5Y 6.69% Gross Margin 29.12% 52W Low 36.75% ATR (14) 3.16
Dividend Ex-Date Sep 13, 2024 Current Ratio 1.07 EPS Y/Y TTM 13.06% Oper. Margin 19.71% RSI (14) 41.45 Volatility 1.81% 1.29%
Employees 48000 Debt/Eq 2.25 Sales Y/Y TTM 4.77% Profit Margin 12.13% Recom 2.17 Target Price 225.67
Option/Short Yes / Yes LT Debt/Eq 2.21 EPS Q/Q 11.80% Payout 49.45% Rel Volume 1.24 Prev Close 208.40
Sales Surprise -0.50% EPS Surprise -0.55% Sales Q/Q 5.53% Earnings Jul 24 AMC Avg Volume 1.58M Price 204.73
SMA20 -1.51% SMA50 -2.35% SMA200 2.41% Trades
Volume 1,955,824 Change -1.76%
Date
Action
Analyst
Rating Change
Price Target Change
May-22-24 Initiated Deutsche Bank
Buy
$241
Apr-08-24 Resumed RBC Capital Mkts
Sector Perform
$211
Feb-15-24 Downgrade HSBC Securities
Buy → Hold
$210
Feb-14-24 Downgrade UBS
Buy → Neutral
$190 → $205
Nov-27-23 Initiated Wells Fargo
Equal Weight
$175
Oct-23-23 Upgrade UBS
Neutral → Buy
$170 → $190
Oct-17-23 Initiated Wolfe Research
Peer Perform
Sep-15-23 Initiated HSBC Securities
Buy
$192
Jun-08-23 Resumed Scotiabank
Sector Perform
$182
Apr-28-23 Upgrade Stifel
Hold → Buy
$171 → $177
Apr-18-23 Initiated Truist
Buy
$190
Mar-30-23 Initiated TD Cowen
Outperform
$200
Jan-10-23 Downgrade UBS
Buy → Neutral
$190 → $165
Jan-06-23 Initiated Citigroup
Buy
$183
Dec-19-22 Downgrade Stifel
Buy → Hold
$185 → $171
Oct-25-22 Upgrade Jefferies
Hold → Buy
$170 → $191
May-13-22 Upgrade BofA Securities
Underperform → Neutral
$155 → $165
Apr-12-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$174
Mar-01-22 Resumed JP Morgan
Neutral
$153
Apr-07-21 Initiated Goldman
Buy
$145
Show Previous Ratings
Sep-03-24 06:15PM
Aug-28-24 06:15PM
Aug-27-24 06:18AM
Aug-26-24 06:27PM
Aug-24-24 06:01PM
04:39PM
Loading…
Aug-21-24 04:39PM
Aug-15-24 06:52AM
Aug-12-24 06:00AM
Aug-07-24 05:28AM
Aug-06-24 07:41AM
Aug-02-24 12:30PM
Jul-31-24 07:20AM
Jul-29-24 05:43PM
Jul-26-24 04:58AM
01:03AM
06:43PM
Loading…
Jul-25-24 06:43PM
(Morningstar Research) -8.03%
04:19PM
03:15PM
12:14PM
11:25AM
Jul-24-24 06:30PM
05:50PM
05:05PM
04:53PM
(Associated Press Finance)
04:30PM
Jul-23-24 04:44AM
03:06AM
Jul-22-24 12:45PM
Jul-19-24 09:50AM
Jul-17-24 06:15PM
10:00AM
Loading…
10:00AM
08:43AM
03:14AM
Jul-16-24 09:40AM
Jul-15-24 04:32AM
Jul-14-24 09:00AM
Jul-12-24 04:18AM
Jul-11-24 06:15PM
Jul-10-24 09:53AM
Jul-06-24 07:09AM
Jul-05-24 12:30PM
06:09AM
Jul-03-24 06:24AM
05:37AM
Jun-28-24 08:26PM
11:01AM
Jun-25-24 06:15PM
04:15PM
Jun-24-24 09:15PM
05:55PM
06:44AM
Jun-21-24 07:15AM
Jun-20-24 10:05AM
Jun-19-24 04:00PM
06:20AM
Jun-17-24 06:15PM
09:45AM
07:26AM
06:07AM
Jun-15-24 06:00PM
Jun-12-24 10:57AM
06:15AM
06:00AM
Jun-11-24 02:50PM
Jun-10-24 06:15PM
Jun-07-24 07:01AM
Jun-06-24 07:20AM
07:00AM
Jun-05-24 02:10PM
11:13AM
09:27AM
05:12AM
Jun-04-24 06:15PM
10:18AM
Jun-03-24 01:48PM
01:42PM
01:07PM
12:54PM
(Associated Press Finance)
11:34AM
10:53AM
10:12AM
08:42AM
(The Wall Street Journal)
07:05AM
Jun-02-24 03:25PM
May-31-24 09:40AM
May-29-24 06:15PM
May-26-24 06:15AM
May-23-24 02:52PM
01:44PM
May-22-24 02:10PM
May-16-24 10:10PM
May-15-24 09:45AM
May-13-24 05:53PM
02:16PM
May-07-24 06:40AM
May-04-24 03:39AM
May-03-24 09:50AM
May-02-24 12:45PM
Apr-30-24 02:44PM
09:00AM
Waste Management, Inc. is a holding company, which engages in the provision of waste management environmental services. It operates through the following segments: Collection and Disposal-East Tier (East Tier), Collection and Disposal-West Tier (West Tier), Recycling Processing and Sales, WM Renewable Energy, and Corporate and Other. The East Tier segment includes the Eastern United States, the Great Lakes Region, and Canada. The West Tier segment refers to the upper Midwest region and British Columbia, Canada. The Recycling Processing and Sales segment focuses on the processing and sales of materials collected from residential, commercial, and industrial customers. The WM Renewable Energy segment develops, operates, and promotes projects for landfill gas use. The Corporate and Other segment relates to its corporate office activities. The company was founded on September 30, 1987 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Boettcher Charles C EVP, Corp Development & CLO Jul 18 '24 Option Exercise 98.90 5,319 526,038 34,996 Jul 22 09:53 AM Watson Michael J. Sr. VP-Chief Customer Officer Jul 16 '24 Sale 220.00 1,500 330,000 44,144 Jul 16 03:48 PM Watson Michael J. Sr. VP-Chief Customer Officer Jun 06 '24 Sale 204.28 4,208 859,631 45,644 Jun 10 12:22 PM Carrasco Rafael SVP of Enterprise Strategy Mar 01 '24 Sale 204.86 840 172,082 14,067 Mar 04 03:47 PM Fish James C Jr Pres, Chief Executive Officer Mar 01 '24 Sale 204.43 36,207 7,401,797 198,345 Mar 04 03:46 PM Boettcher Charles C EVP, Corp Development & CLO Feb 28 '24 Sale 209.50 2,500 523,750 29,677 Feb 29 11:23 AM Fish James C Jr Pres, Chief Executive Officer Feb 23 '24 Option Exercise 110.81 32,850 3,640,108 258,104 Feb 27 04:41 PM Carroll John A. VP & Chief Accounting Officer Feb 26 '24 Sale 208.04 56 11,650 7,718 Feb 27 02:02 PM Carrasco Rafael SVP of Enterprise Strategy Feb 26 '24 Sale 207.98 55 11,439 14,907 Feb 27 02:00 PM Rooney Kelly C. SVP Chief People Officer Feb 26 '24 Sale 207.84 29 6,027 2,220 Feb 27 02:00 PM Smith Donald J Sr. VP - Operations Feb 26 '24 Sale 207.78 56 11,636 5,386 Feb 27 01:59 PM DeSantis Christopher P. SVP Operations - East Feb 26 '24 Sale 208.01 59 12,273 8,057 Feb 27 01:58 PM Morris John J EVP & Chief Operation Officer Feb 23 '24 Option Exercise 110.81 8,889 984,990 104,350 Feb 26 01:05 PM Morris John J EVP & Chief Operation Officer Feb 23 '24 Sale 207.46 8,889 1,844,077 95,461 Feb 26 01:05 PM Hemmer Tara J. SVP & Chief Sustainability Off Feb 22 '24 Sale 204.23 1,782 363,938 55,591 Feb 26 01:04 PM Rankin Devina A EVP & CFO Feb 20 '24 Sale 202.96 9,231 1,873,506 65,973 Feb 21 04:30 PM Carrasco Rafael SVP of Enterprise Strategy Feb 20 '24 Option Exercise 82.49 4,207 347,020 17,719 Feb 21 04:29 PM Carrasco Rafael SVP of Enterprise Strategy Feb 20 '24 Sale 202.66 2,326 471,396 15,393 Feb 21 04:29 PM Carrasco Rafael SVP of Enterprise Strategy Feb 21 '24 Sale 202.41 335 67,807 15,058 Feb 21 04:29 PM Morris John J EVP & Chief Operation Officer Feb 20 '24 Sale 202.75 19,374 3,928,049 95,461 Feb 21 04:29 PM Hemmer Tara J. SVP & Chief Sustainability Off Feb 20 '24 Sale 203.24 9,534 1,937,729 57,373 Feb 21 04:29 PM Boettcher Charles C EVP, Corp Development & CLO Feb 20 '24 Sale 204.50 2,500 511,250 33,903 Feb 21 04:29 PM Rankin Devina A EVP & CFO Feb 14 '24 Sale 198.58 775 153,899 75,204 Feb 15 04:48 PM DeSantis Christopher P. SVP Operations - East Feb 14 '24 Sale 199.64 346 69,075 8,218 Feb 15 04:48 PM Hemmer Tara J. SVP & Chief Sustainability Off Feb 14 '24 Sale 199.25 775 154,420 66,907 Feb 15 04:48 PM Boettcher Charles C EVP, Corp Development & CLO Feb 14 '24 Sale 199.49 3,275 653,314 36,403 Feb 15 04:48 PM Watson Michael J. Sr. VP-Chief Customer Officer Feb 14 '24 Sale 198.62 775 153,934 49,852 Feb 15 04:48 PM Carrasco Rafael SVP of Enterprise Strategy Feb 14 '24 Sale 199.36 321 63,994 13,512 Feb 15 04:48 PM Varkey Johnson SVP-Chief Information Officer Feb 14 '24 Sale 198.56 775 153,888 7,232 Feb 15 04:48 PM Smith Donald J Sr. VP - Operations Feb 14 '24 Sale 198.56 329 65,325 5,522 Feb 15 04:48 PM Morris John J EVP & Chief Operation Officer Feb 14 '24 Sale 199.25 775 154,419 114,835 Feb 15 04:48 PM Rooney Kelly C. SVP Chief People Officer Feb 14 '24 Sale 198.69 169 33,578 2,294 Feb 15 04:48 PM Boettcher Charles C EVP, Corp Development & CLO Feb 13 '24 Sale 197.79 2,500 494,475 27,959 Feb 13 03:57 PM Boettcher Charles C EVP, Corp Development & CLO Feb 06 '24 Sale 189.50 2,500 473,750 30,459 Feb 07 11:55 AM Boettcher Charles C EVP, Corp Development & CLO Jan 19 '24 Sale 184.50 2,500 461,250 32,959 Jan 22 11:33 AM POPE JOHN C Director Jan 16 '24 Sale 181.00 185 33,485 56,461 Jan 17 01:45 PM Fish James C Jr Pres, Chief Executive Officer Jan 17 '24 Sale 182.00 9,550 1,738,100 152,838 Jan 17 01:44 PM Boettcher Charles C EVP, Corp Development & CLO Dec 29 '23 Sale 179.50 2,371 425,594 35,459 Jan 02 01:36 PM Carroll John A. VP & Chief Accounting Officer Dec 18 '23 Sale 175.74 33 5,799 5,605 Dec 19 01:04 PM Boettcher Charles C EVP, Corp Development & CLO Dec 14 '23 Sale 179.50 129 23,156 37,830 Dec 18 12:56 PM Fish James C Jr Pres, Chief Executive Officer Dec 13 '23 Sale 177.00 9,550 1,690,350 162,388 Dec 14 12:38 PM Morris John J EVP & Chief Operation Officer Dec 04 '23 Option Exercise 110.81 8,889 984,990 104,350 Dec 05 03:17 PM Morris John J EVP & Chief Operation Officer Dec 04 '23 Sale 173.11 8,889 1,538,782 95,461 Dec 05 03:17 PM Hemmer Tara J. SVP & Chief Sustainability Off Dec 01 '23 Option Exercise 98.90 13,500 1,335,123 62,599 Dec 05 03:17 PM Hemmer Tara J. SVP & Chief Sustainability Off Dec 01 '23 Sale 172.54 10,009 1,726,944 52,590 Dec 05 03:17 PM Boettcher Charles C EVP, Corp Development & CLO Dec 05 '23 Sale 174.50 2,500 436,250 37,959 Dec 05 03:17 PM Hemmer Tara J. SVP & Chief Sustainability Off Nov 27 '23 Option Exercise 98.90 13,505 1,335,617 60,047 Nov 28 02:15 PM Hemmer Tara J. SVP & Chief Sustainability Off Nov 27 '23 Sale 171.19 10,048 1,720,124 49,099 Nov 28 02:15 PM Watson Michael J. Sr. VP-Chief Customer Officer Nov 20 '23 Option Exercise 98.90 16,367 1,618,664 55,716 Nov 21 12:57 PM Watson Michael J. Sr. VP-Chief Customer Officer Nov 20 '23 Sale 170.44 14,288 2,435,287 41,428 Nov 21 12:57 PM Fish James C Jr Pres, Chief Executive Officer Nov 13 '23 Sale 172.00 5,383 925,876 171,938 Nov 14 11:06 AM Fish James C Jr Pres, Chief Executive Officer Nov 10 '23 Sale 172.00 4,167 716,724 177,321 Nov 14 11:06 AM Fish James C Jr Pres, Chief Executive Officer Oct 30 '23 Option Exercise 120.02 83,419 10,012,055 251,452 Nov 01 11:34 AM
Index S&P 500 P/E 14.12 EPS (ttm) 3.15 Insider Own 0.22% Shs Outstand 1.56B Perf Week -4.38%
Market Cap 69.43B Forward P/E 10.51 EPS next Y 4.23 Insider Trans 0.29% Shs Float 1.56B Perf Month 7.49%
Income 4.91B PEG 7.08 EPS next Q 0.99 Inst Own 79.95% Short Float 1.06% Perf Quarter 14.02%
Sales 41.65B P/S 1.67 EPS this Y 15.20% Inst Trans -0.66% Short Ratio 1.99 Perf Half Y 2.65%
Book/sh 31.79 P/B 1.40 EPS next Y 12.36% ROA 0.77% Short Interest 16.50M Perf Year 23.17%
Cash/sh - P/C - EPS next 5Y 2.00% ROE 9.61% 52W Range 30.47 - 47.31 Perf YTD 2.80%
Dividend Est. 1.97 (4.43%) P/FCF - EPS past 5Y -4.60% ROI 4.49% 52W High -5.96% Beta 1.05
Dividend TTM 1.95 (4.38%) Quick Ratio - Sales past 5Y 11.37% Gross Margin - 52W Low 46.01% ATR (14) 0.96
Dividend Ex-Date Jun 28, 2024 Current Ratio 0.69 EPS Y/Y TTM -12.41% Oper. Margin 17.30% RSI (14) 50.26 Volatility 2.40% 1.82%
Employees 75465 Debt/Eq 1.23 Sales Y/Y TTM 18.96% Profit Margin 11.78% Recom 2.27 Target Price 49.38
Option/Short Yes / Yes LT Debt/Eq 0.93 EPS Q/Q 16.37% Payout 58.96% Rel Volume 0.89 Prev Close 45.54
Sales Surprise 1.37% EPS Surprise 2.57% Sales Q/Q 4.92% Earnings Jul 17 BMO Avg Volume 8.30M Price 44.49
SMA20 0.43% SMA50 3.06% SMA200 6.41% Trades
Volume 7,392,091 Change -2.31%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-27-24 Downgrade JP Morgan
Overweight → Neutral
$43.50
Apr-18-24 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$52 → $45
Mar-28-24 Upgrade HSBC Securities
Hold → Buy
$47 → $53
Mar-22-24 Upgrade Compass Point
Neutral → Buy
$46 → $49
Dec-20-23 Downgrade Stephens
Overweight → Equal-Weight
Dec-15-23 Downgrade Robert W. Baird
Outperform → Neutral
$52
Dec-14-23 Upgrade Odeon
Hold → Buy
Sep-07-23 Initiated HSBC Securities
Hold
$30
Jul-24-23 Reiterated DA Davidson
Neutral
$39 → $41
Jul-20-23 Upgrade Raymond James
Underperform → Mkt Perform
Jul-11-23 Upgrade BofA Securities
Neutral → Buy
$38 → $40
Jun-23-23 Downgrade Odeon
Buy → Hold
Apr-10-23 Downgrade UBS
Buy → Neutral
Mar-20-23 Upgrade Robert W. Baird
Neutral → Outperform
$52
Feb-27-23 Resumed Goldman
Neutral
$51
Feb-15-23 Upgrade Piper Sandler
Neutral → Overweight
$53 → $57
Jan-10-23 Upgrade UBS
Neutral → Buy
$47 → $55
Jan-03-23 Upgrade Barclays
Equal Weight → Overweight
$62 → $68
Dec-21-22 Initiated DA Davidson
Neutral
$47
Dec-13-22 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$52 → $58
Show Previous Ratings
Sep-05-24 10:15AM
Sep-04-24 09:00AM
Aug-29-24 09:00AM
Aug-26-24 12:13PM
12:02PM
11:06AM
Loading…
Aug-23-24 11:06AM
10:38AM
Aug-22-24 09:00AM
Aug-21-24 02:15PM
12:51PM
09:00AM
Aug-20-24 12:00PM
10:00AM
10:00AM
Aug-16-24 11:30AM
10:10AM
Loading…
Aug-14-24 10:10AM
Aug-10-24 03:00PM
Aug-08-24 11:25AM
Aug-07-24 11:00AM
Aug-01-24 08:00AM
Jul-28-24 03:00AM
Jul-25-24 09:45AM
Jul-24-24 10:09PM
Jul-23-24 09:00AM
Jul-22-24 12:00PM
Jul-19-24 03:10AM
Jul-18-24 04:09AM
(Thomson Reuters StreetEvents)
12:29AM
Jul-17-24 06:32PM
05:04PM
05:04PM
Loading…
05:04PM
04:39PM
(Investor's Business Daily)
04:33PM
01:56PM
01:41PM
11:30AM
09:30AM
09:18AM
(Investor's Business Daily)
07:55AM
07:54AM
06:45AM
Jul-16-24 05:00PM
04:34PM
Jul-12-24 11:10AM
09:15AM
Jul-10-24 10:00AM
Jul-09-24 10:00AM
Jul-02-24 06:35AM
Jun-28-24 06:06PM
09:45AM
Jun-27-24 09:25PM
11:00AM
09:48AM
Jun-26-24 05:35PM
10:50AM
09:45AM
09:00AM
Jun-20-24 09:40AM
Jun-18-24 04:39PM
09:45AM
Jun-12-24 09:15AM
Jun-10-24 09:45AM
08:51AM
Jun-06-24 09:05AM
Jun-05-24 02:56PM
09:45AM
Jun-04-24 02:11PM
09:00AM
May-30-24 09:45AM
May-29-24 11:00AM
May-23-24 09:45AM
09:00AM
May-22-24 04:01PM
May-21-24 09:40AM
May-16-24 12:00PM
May-15-24 09:45AM
May-13-24 09:40AM
May-12-24 05:23PM
10:40AM
May-10-24 12:32PM
May-09-24 04:12PM
01:43PM
09:30AM
May-06-24 04:17PM
May-04-24 01:05AM
May-03-24 04:11PM
02:30PM
May-02-24 04:02PM
09:45AM
May-01-24 09:24AM
08:00AM
Apr-30-24 09:00AM
Apr-29-24 05:22PM
10:45AM
Apr-26-24 01:40PM
Apr-25-24 06:20PM
10:50AM
10:05AM
06:00AM
Apr-24-24 07:01PM
U.S. Bancorp operates as a bank holding company, which offers financial services including lending and depository services, cash management, foreign exchange and trust and investment management. The firm also offers mortgage, refinance, auto, boat and RV loans, credit lines, credit card services, merchant, bank, checking and savings accounts, debit cards, online and mobile banking, ATM processing, mortgage banking, insurance, brokerage and leasing services. The company was founded on April 2, 1929, and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Gillani Aleem Director Jul 18 '24 Buy 44.99 10,000 449,900 10,000 Jul 18 04:16 PM CHOSY JAMES L Senior EVP and General Counsel Feb 16 '24 Option Exercise 40.32 21,969 885,790 186,462 Feb 20 04:58 PM CHOSY JAMES L Senior EVP and General Counsel Feb 16 '24 Sale 41.47 21,582 895,070 164,880 Feb 20 04:58 PM CECERE ANDREW Chairman, President and CEO Feb 15 '24 Option Exercise 40.32 93,366 3,764,517 1,174,798 Feb 16 04:54 PM CECERE ANDREW Chairman, President and CEO Feb 15 '24 Sale 41.35 93,366 3,860,871 1,081,432 Feb 16 04:54 PM DOLAN TERRANCE R Vice Chair Jan 30 '24 Option Exercise 40.32 26,583 1,071,827 170,819 Feb 01 05:04 PM DOLAN TERRANCE R Vice Chair Jan 30 '24 Sale 43.37 26,583 1,153,011 144,236 Feb 01 05:04 PM Welsh Timothy A Vice Chair Jan 18 '24 Sale 40.33 12,100 487,969 106,958 Jan 19 04:53 PM DOLAN TERRANCE R Vice Chair Dec 14 '23 Sale 45.04 22,756 1,024,953 144,236 Dec 15 05:03 PM Kotwal Shailesh M Vice Chair Dec 08 '23 Sale 40.36 5,000 201,805 114,768 Dec 11 05:27 PM Kotwal Shailesh M Vice Chair Dec 07 '23 Sale 39.56 2,954 116,875 119,768 Dec 11 05:27 PM Kotwal Shailesh M Vice Chair Dec 11 '23 Sale 40.34 2,046 82,540 112,722 Dec 11 05:27 PM
Index - P/E - EPS (ttm) -10.47 Insider Own 1.27% Shs Outstand 176.64M Perf Week -13.77%
Market Cap 20.19B Forward P/E - EPS next Y -0.47 Insider Trans -13.90% Shs Float 174.40M Perf Month -8.33%
Income -209.99M PEG - EPS next Q -0.13 Inst Own 52.79% Short Float 14.30% Perf Quarter -31.00%
Sales 480.63M P/S 42.01 EPS this Y -138.35% Inst Trans - Short Ratio 2.09 Perf Half Y -12.08%
Book/sh 14.87 P/B 7.69 EPS next Y 53.95% ROA -4.03% Short Interest 24.94M Perf Year 225.92%
Cash/sh 0.39 P/C 293.46 EPS next 5Y 10.00% ROE -11.49% 52W Range 30.71 - 200.00 Perf YTD 80.96%
Dividend Est. - P/FCF - EPS past 5Y 68.03% ROI -3.18% 52W High -42.85% Beta 3.12
Dividend TTM - Quick Ratio 0.47 Sales past 5Y -0.01% Gross Margin 75.90% 52W Low 272.18% ATR (14) 10.37
Dividend Ex-Date - Current Ratio 0.47 EPS Y/Y TTM -180.26% Oper. Margin -5.72% RSI (14) 35.70 Volatility 7.35% 6.87%
Employees 1934 Debt/Eq 1.38 Sales Y/Y TTM -3.92% Profit Margin -43.69% Recom 1.30 Target Price 198.75
Option/Short Yes / Yes LT Debt/Eq 1.33 EPS Q/Q -137.89% Payout 0.00% Rel Volume 0.72 Prev Close 119.57
Sales Surprise -8.11% EPS Surprise -519.20% Sales Q/Q -7.44% Earnings Aug 01 AMC Avg Volume 11.96M Price 114.30
SMA20 -14.65% SMA50 -20.19% SMA200 -0.57% Trades
Volume 8,592,874 Change -4.41%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-06-24 Initiated Barclays
Overweight
$146
Aug-21-24 Initiated Cantor Fitzgerald
Overweight
$194
Jun-25-24 Initiated Maxim Group
Buy
$1835
Jun-14-24 Initiated Bernstein
Outperform
$2890
Feb-27-24 Initiated The Benchmark Company
Buy
$990
Dec-11-23 Reiterated BTIG Research
Buy
$560 → $690
Jul-26-23 Initiated TD Cowen
Outperform
$520
Jul-11-23 Resumed BTIG Research
Buy
$490
Apr-28-23 Initiated Berenberg
Buy
$430
Jul-26-22 Downgrade Jefferies
Hold → Underperform
$180
May-04-21 Initiated William Blair
Outperform
Apr-09-21 Initiated Canaccord Genuity
Buy
$920
Apr-01-21 Initiated Jefferies
Hold
$700
Apr-01-21 Initiated BTIG Research
Buy
$850
Dec-08-20 Downgrade Citigroup
Neutral → Sell
$200 → $250
Feb-11-19 Initiated BWS Financial
Buy
$200
Oct-27-17 Reiterated Mizuho
Buy
$220 → $200
Jul-28-17 Downgrade Deutsche Bank
Buy → Hold
$220 → $180
Jan-24-17 Downgrade Citigroup
Buy → Neutral
Nov-16-16 Reiterated Mizuho
Buy
$190 → $220
Show Previous Ratings
Today 09:10AM
06:18AM
Sep-06-24 01:29PM
Sep-05-24 02:49PM
05:21AM
04:06AM
Loading…
Sep-03-24 04:06AM
Sep-02-24 05:06AM
Aug-30-24 04:09PM
Aug-28-24 01:30PM
(Yahoo Finance Video) -5.66%
Aug-27-24 12:10PM
Aug-24-24 03:10AM
Aug-22-24 07:04AM
Aug-21-24 02:00AM
Aug-20-24 07:23AM
Aug-19-24 03:52PM
07:41AM
Loading…
Aug-18-24 07:41AM
Aug-17-24 01:31PM
Aug-16-24 08:22AM
06:45AM
03:35AM
Aug-15-24 05:06PM
02:30PM
06:00AM
05:30AM
Aug-14-24 01:59PM
Aug-12-24 02:43PM
10:59AM
10:18AM
Aug-09-24 06:11PM
04:09PM
01:33PM
Loading…
01:33PM
Aug-08-24 03:29PM
12:38PM
11:14AM
09:03AM
06:03AM
Aug-07-24 05:11PM
(Yahoo Finance Video) -8.94%
05:06AM
03:06AM
Aug-06-24 03:48PM
11:23AM
10:00AM
Aug-05-24 05:00PM
01:19PM
12:58PM
12:30PM
12:17PM
11:34AM
11:12AM
05:06AM
Aug-02-24 12:09PM
06:14AM
02:25AM
Aug-01-24 10:45PM
06:30PM
06:15PM
05:59PM
05:20PM
04:41PM
(Associated Press Finance)
04:23PM
04:01PM
09:00AM
05:06AM
Jul-30-24 04:11PM
02:00AM
Jul-29-24 05:24AM
05:06AM
Jul-26-24 04:14PM
Jul-24-24 04:07PM
02:52PM
07:00AM
06:41AM
Jul-22-24 01:15PM
Jul-21-24 08:00AM
Jul-20-24 07:18AM
Jul-19-24 04:45PM
Jul-18-24 06:00AM
Jul-17-24 06:12AM
05:06AM
Jul-16-24 01:22PM
06:30AM
Jul-15-24 04:07PM
02:43PM
10:06AM
09:07AM
08:09AM
07:12AM
04:41AM
Jul-14-24 09:37AM
Jul-13-24 08:29AM
Jul-12-24 01:51PM
08:00AM
Jul-11-24 01:08PM
01:01PM
12:51PM
12:36PM
(Associated Press Finance)
12:31PM
11:39AM
11:11AM
10:03AM
MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shao Wei-Ming SEVP & General Counsel Aug 23 '24 Option Exercise 17.50 9,000 157,500 15,460 Aug 26 04:25 PM Shao Wei-Ming SEVP & General Counsel Aug 23 '24 Sale 144.00 9,000 1,296,000 6,460 Aug 26 04:25 PM Shao Wei-Ming SEVP & General Counsel Aug 22 '24 Option Exercise 17.50 3,000 52,500 9,460 Aug 23 04:50 PM Shao Wei-Ming SEVP & General Counsel Aug 22 '24 Sale 141.20 3,000 423,600 6,460 Aug 23 04:50 PM Le Phong President & CEO Aug 22 '24 Option Exercise 15.16 50,000 758,000 62,670 Aug 23 04:45 PM Le Phong President & CEO Aug 22 '24 Sale 138.28 50,000 6,914,087 12,670 Aug 23 04:45 PM WEI-MING SHAO Officer Aug 23 '24 Proposed Sale 144.00 9,000 1,296,000 Aug 23 04:14 PM WEI-MING SHAO Officer Aug 22 '24 Proposed Sale 141.20 3,000 423,600 Aug 22 04:53 PM PHONG LE Officer Aug 22 '24 Proposed Sale 138.28 50,000 6,914,215 Aug 22 04:11 PM Le Phong President & CEO Aug 16 '24 Option Exercise 15.16 48,838 740,384 61,508 Aug 19 05:02 PM Le Phong President & CEO Aug 16 '24 Sale 135.40 48,838 6,612,677 12,670 Aug 19 05:02 PM PHONG LE Officer Aug 16 '24 Proposed Sale 135.41 48,838 6,612,909 Aug 16 04:08 PM Shao Wei-Ming SEVP & General Counsel Aug 13 '24 Option Exercise 15.16 12,500 189,500 18,960 Aug 15 04:43 PM Shao Wei-Ming SEVP & General Counsel Aug 13 '24 Sale 136.26 12,500 1,703,199 6,460 Aug 15 04:43 PM RICKERTSEN CARL J Director Aug 13 '24 Option Exercise 28.90 45,110 1,303,518 50,080 Aug 15 04:36 PM RICKERTSEN CARL J Director Aug 13 '24 Sale 132.10 50,080 6,615,338 0 Aug 15 04:36 PM CARL J. RICKERTSEN Director Aug 13 '24 Proposed Sale 132.10 50,080 6,615,344 Aug 13 05:13 PM WEI-MING SHAO Officer Aug 13 '24 Proposed Sale 136.26 12,500 1,703,227 Aug 13 05:07 PM Le Phong President & CEO Jun 17 '24 Sale 1441.81 590 850,668 1,267 Jun 20 09:28 PM Montgomery Jeanine SVP & CAO Jun 17 '24 Sale 1441.81 38 54,789 567 Jun 20 09:25 PM Kang Andrew SEVP & CFO Jun 17 '24 Sale 1441.81 209 301,338 1,778 Jun 20 09:22 PM Shao Wei-Ming SEVP & General Counsel Jun 17 '24 Sale 1441.81 190 273,944 646 Jun 20 09:19 PM SAYLOR MICHAEL J Executive Chairman Apr 25 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 26 04:11 PM SAYLOR MICHAEL J Executive Chairman Apr 25 '24 Sale 1245.18 5,000 6,225,883 0 Apr 26 04:11 PM SAYLOR MICHAEL J Executive Chairman Apr 24 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 25 04:30 PM SAYLOR MICHAEL J Executive Chairman Apr 24 '24 Sale 1295.80 5,000 6,478,995 0 Apr 25 04:30 PM SAYLOR MICHAEL J Executive Chairman Apr 23 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 24 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 23 '24 Sale 1346.28 5,000 6,731,400 0 Apr 24 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Sale 1338.20 719 962,165 0 Apr 23 04:04 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 23 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 22 '24 Sale 1285.38 4,281 5,502,694 719 Apr 23 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 19 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 22 04:25 PM SAYLOR MICHAEL J Executive Chairman Apr 19 '24 Sale 1201.07 5,000 6,005,367 0 Apr 22 04:25 PM SAYLOR MICHAEL J Executive Chairman Apr 18 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 19 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 18 '24 Sale 1229.03 5,000 6,145,132 0 Apr 19 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Sale 1218.09 2,482 3,023,310 0 Apr 18 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 18 04:06 PM SAYLOR MICHAEL J Executive Chairman Apr 17 '24 Sale 1168.73 2,518 2,942,863 2,482 Apr 18 04:06 PM SAYLOR MICHAEL J Executive Chairman Apr 16 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 17 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 16 '24 Sale 1268.59 5,000 6,342,941 0 Apr 17 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1457.20 1,967 2,866,307 0 Apr 16 04:22 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1406.19 1,869 2,628,173 1,967 Apr 16 04:22 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 16 04:21 PM SAYLOR MICHAEL J Executive Chairman Apr 15 '24 Sale 1347.04 1,164 1,567,956 3,836 Apr 16 04:21 PM SAYLOR MICHAEL J Executive Chairman Apr 12 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 15 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 12 '24 Sale 1489.82 5,000 7,449,115 0 Apr 15 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 11 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 12 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 11 '24 Sale 1539.73 5,000 7,698,625 0 Apr 12 04:05 PM SAYLOR MICHAEL J Executive Chairman Apr 10 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 11 04:14 PM SAYLOR MICHAEL J Executive Chairman Apr 10 '24 Sale 1457.84 5,000 7,289,219 0 Apr 11 04:14 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Sale 1462.03 994 1,453,255 0 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 09 '24 Sale 1410.34 4,006 5,649,840 994 Apr 10 04:07 PM SAYLOR MICHAEL J Executive Chairman Apr 08 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 09 04:09 PM SAYLOR MICHAEL J Executive Chairman Apr 08 '24 Sale 1537.40 5,000 7,687,003 0 Apr 09 04:09 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Sale 1657.49 688 1,140,350 0 Apr 08 04:13 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 08 04:12 PM SAYLOR MICHAEL J Executive Chairman Apr 05 '24 Sale 1577.54 4,312 6,802,351 688 Apr 08 04:12 PM SAYLOR MICHAEL J Executive Chairman Apr 04 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 05 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 04 '24 Sale 1696.01 5,000 8,480,060 0 Apr 05 04:03 PM SAYLOR MICHAEL J Executive Chairman Apr 03 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 04 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 03 '24 Sale 1638.91 5,000 8,194,546 0 Apr 04 04:02 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Sale 1580.39 447 706,435 0 Apr 03 04:20 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 03 04:18 PM SAYLOR MICHAEL J Executive Chairman Apr 02 '24 Sale 1520.97 4,553 6,924,978 447 Apr 03 04:18 PM SAYLOR MICHAEL J Executive Chairman Apr 01 '24 Option Exercise 121.43 5,000 607,150 5,000 Apr 02 04:08 PM SAYLOR MICHAEL J Executive Chairman Apr 01 '24 Sale 1630.88 5,000 8,154,377 0 Apr 02 04:08 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Sale 1926.78 1,027 1,978,804 0 Mar 29 04:05 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 29 04:04 PM SAYLOR MICHAEL J Executive Chairman Mar 28 '24 Sale 1741.53 3,973 6,919,114 1,027 Mar 29 04:04 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Sale 1951.33 1,140 2,224,517 0 Mar 28 04:10 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 28 04:09 PM SAYLOR MICHAEL J Executive Chairman Mar 27 '24 Sale 1910.16 3,860 7,373,214 1,140 Mar 28 04:09 PM SAYLOR MICHAEL J Executive Chairman Mar 26 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 27 04:25 PM SAYLOR MICHAEL J Executive Chairman Mar 26 '24 Sale 1870.41 5,000 9,352,038 0 Mar 27 04:25 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1856.97 809 1,502,287 0 Mar 26 05:21 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1822.08 1,851 3,372,663 809 Mar 26 05:17 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 26 05:13 PM SAYLOR MICHAEL J Executive Chairman Mar 25 '24 Sale 1696.89 2,340 3,970,727 2,660 Mar 26 05:13 PM SAYLOR MICHAEL J Executive Chairman Mar 22 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 25 04:51 PM SAYLOR MICHAEL J Executive Chairman Mar 22 '24 Sale 1544.43 5,000 7,722,131 0 Mar 25 04:51 PM Patten Jarrod M Director Mar 21 '24 Option Exercise 121.43 3,675 446,255 3,675 Mar 22 04:36 PM Patten Jarrod M Director Mar 20 '24 Option Exercise 121.43 1,425 173,038 1,425 Mar 22 04:36 PM Patten Jarrod M Director Mar 21 '24 Sale 1632.55 3,675 5,999,638 0 Mar 22 04:36 PM Patten Jarrod M Director Mar 20 '24 Sale 1449.11 1,425 2,064,986 0 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Sale 1680.49 1,260 2,117,415 0 Mar 22 04:23 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 22 04:18 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Sale 1625.04 3,740 6,077,655 1,260 Mar 22 04:18 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Sale 1537.02 1,012 1,555,466 0 Mar 21 04:41 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 21 04:37 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Sale 1435.38 3,988 5,724,300 1,012 Mar 21 04:37 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Sale 1416.13 1,331 1,884,869 0 Mar 20 05:05 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 20 05:03 PM SAYLOR MICHAEL J Executive Chairman Mar 19 '24 Sale 1312.34 3,669 4,814,962 1,331 Mar 20 05:03 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Sale 1674.59 1,848 3,094,642 0 Mar 19 04:50 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 19 04:42 PM SAYLOR MICHAEL J Executive Chairman Mar 18 '24 Sale 1562.53 3,152 4,925,088 1,848 Mar 19 04:42 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1785.98 1,600 2,857,576 0 Mar 18 05:41 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1720.12 1,550 2,666,182 1,600 Mar 18 05:37 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 18 05:32 PM
Index NDX, S&P 500 P/E - EPS (ttm) -2.03 Insider Own 0.26% Shs Outstand 257.70M Perf Week -5.14%
Market Cap 120.79B Forward P/E 25.14 EPS next Y 18.62 Insider Trans -13.01% Shs Float 257.43M Perf Month 0.45%
Income -489.90M PEG - EPS next Q 4.05 Inst Own 92.68% Short Float 1.72% Perf Quarter -3.61%
Sales 10.32B P/S 11.70 EPS this Y -97.83% Inst Trans 1.21% Short Ratio 3.79 Perf Half Y 14.00%
Book/sh 57.26 P/B 8.17 EPS next Y 5523.96% ROA -2.42% Short Interest 4.42M Perf Year 35.92%
Cash/sh 22.45 P/C 20.84 EPS next 5Y 12.33% ROE -3.24% 52W Range 340.83 - 510.64 Perf YTD 15.02%
Dividend Est. - P/FCF - EPS past 5Y 11.42% ROI -3.12% 52W High -8.35% Beta 0.42
Dividend TTM - Quick Ratio 2.26 Sales past 5Y 27.16% Gross Margin 86.43% 52W Low 37.31% ATR (14) 10.15
Dividend Ex-Date - Current Ratio 2.52 EPS Y/Y TTM -114.46% Oper. Margin -3.79% RSI (14) 40.67 Volatility 2.41% 1.88%
Employees 5400 Debt/Eq 0.06 Sales Y/Y TTM 10.32% Profit Margin -4.75% Recom 1.91 Target Price 520.56
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q -495.94% Payout 0.00% Rel Volume 0.93 Prev Close 468.57
Sales Surprise -0.68% EPS Surprise -10.36% Sales Q/Q 6.02% Earnings Aug 01 AMC Avg Volume 1.17M Price 468.00
SMA20 -2.24% SMA50 -3.09% SMA200 7.92% Trades
Volume 1,085,398 Change -0.12%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-05-24 Downgrade Barclays
Overweight → Equal Weight
$472 → $509
Jun-27-24 Initiated Redburn Atlantic
Buy
$545
Apr-11-24 Upgrade Evercore ISI
In-line → Outperform
$438
Feb-15-24 Initiated Wolfe Research
Outperform
$515
Feb-06-24 Downgrade Evercore ISI
Outperform → In-line
$436 → $438
Feb-02-24 Downgrade Bernstein
Outperform → Mkt Perform
Jan-31-24 Downgrade Robert W. Baird
Neutral → Underperform
$325
Jan-31-24 Downgrade Maxim Group
Buy → Hold
Jan-24-24 Downgrade Canaccord Genuity
Hold → Sell
$332 → $379
Dec-14-23 Reiterated RBC Capital Mkts
Sector Perform
$347 → $379
May-30-23 Initiated William Blair
Outperform
$382
May-04-23 Resumed Piper Sandler
Overweight
$385
Mar-21-23 Initiated Bernstein
Outperform
$344
Jan-18-23 Initiated Canaccord Genuity
Hold
$311
Jan-17-23 Upgrade SVB Leerink
Mkt Perform → Outperform
$374
Dec-19-22 Downgrade Jefferies
Buy → Hold
$340
Jul-13-22 Initiated Cantor Fitzgerald
Overweight
$365
Jun-01-22 Upgrade Maxim Group
Hold → Buy
$325
May-23-22 Initiated SVB Leerink
Mkt Perform
$265
May-06-22 Downgrade Robert W. Baird
Outperform → Neutral
$250
Show Previous Ratings
Sep-02-24 09:00AM
07:12AM
Aug-31-24 07:30AM
Aug-30-24 08:19PM
06:45AM
05:50AM
Loading…
05:50AM
Aug-28-24 06:19PM
Aug-23-24 05:45AM
Aug-22-24 08:00AM
Aug-21-24 09:00AM
Aug-18-24 05:00AM
Aug-17-24 03:58PM
07:30AM
Aug-15-24 08:02AM
05:45AM
09:30AM
Loading…
Aug-12-24 09:30AM
Aug-08-24 07:22PM
01:53PM
(Pharmaceutical Technology)
12:23PM
11:07AM
Aug-07-24 07:12PM
Aug-06-24 09:00AM
04:31AM
Aug-05-24 05:52PM
04:59PM
06:55AM
Aug-04-24 01:33PM
Aug-03-24 07:45AM
06:38AM
01:02AM
06:00PM
Loading…
Aug-02-24 06:00PM
05:25PM
10:03AM
05:50AM
Aug-01-24 09:30PM
05:15PM
04:53PM
(Investor's Business Daily)
04:11PM
(Associated Press Finance)
04:10PM
(Investor's Business Daily)
04:08PM
04:01PM
10:15AM
Jul-30-24 01:10PM
Jul-29-24 10:44AM
09:16AM
Jul-28-24 04:41AM
Jul-25-24 07:20PM
01:01PM
08:15AM
04:10AM
Jul-24-24 07:01PM
05:50PM
09:00AM
03:52AM
(Pharmaceutical Technology)
Jul-23-24 01:54PM
(Pharmaceutical Technology)
Jul-22-24 06:00PM
Jul-21-24 05:06AM
Jul-20-24 06:00AM
Jul-17-24 01:30PM
Jul-16-24 09:15AM
08:00AM
04:15AM
Jul-15-24 06:00PM
09:00AM
07:15AM
04:15AM
Jul-14-24 09:15AM
Jul-12-24 07:01PM
Jul-11-24 08:45AM
Jul-09-24 06:00PM
07:00AM
Jul-08-24 08:00AM
06:00AM
Jul-06-24 04:15AM
Jul-05-24 02:14PM
07:45AM
05:45AM
Jul-04-24 05:50AM
Jul-03-24 03:11PM
09:13AM
Jul-02-24 08:33AM
06:24AM
Jul-01-24 08:40PM
04:05PM
10:02AM
09:30AM
Jun-29-24 03:07AM
Jun-28-24 07:45AM
05:50AM
03:31AM
Jun-27-24 02:21PM
09:54AM
09:04AM
08:00AM
06:40AM
Jun-26-24 04:36PM
09:00AM
Jun-25-24 04:12AM
Jun-24-24 06:00PM
10:11AM
Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LEIDEN JEFFREY M Executive Chairman Aug 30 '24 Sale 499.00 3,784 1,888,216 9,994 Sep 04 04:13 PM Bhatia Sangeeta N. Director Aug 30 '24 Option Exercise 152.74 646 98,670 5,081 Sep 04 04:12 PM Bhatia Sangeeta N. Director Aug 30 '24 Sale 500.00 646 323,000 4,435 Sep 04 04:12 PM Bhatia Sangeeta N. Director Aug 30 '24 Proposed Sale 500.00 646 323,000 Aug 30 04:47 PM JEFFREY LEIDEN Director Aug 30 '24 Proposed Sale 493.35 3,784 1,866,836 Aug 30 04:23 PM Bhatia Sangeeta N. Director Aug 08 '24 Option Exercise 152.74 1,292 197,340 5,727 Aug 12 04:08 PM Bhatia Sangeeta N. Director Aug 08 '24 Sale 466.29 1,292 602,447 4,435 Aug 12 04:08 PM Bozic Carmen EVP and CMO Aug 07 '24 Sale 476.75 2,280 1,086,990 23,259 Aug 08 04:06 PM Bhatia Sangeeta N. Director Aug 08 '24 Proposed Sale 466.29 1,292 602,447 Aug 08 11:47 AM Bozic Carmen Officer Aug 07 '24 Proposed Sale 476.75 2,280 1,086,990 Aug 07 09:52 AM SACHS BRUCE I Director Aug 01 '24 Option Exercise 125.71 5,295 665,634 45,295 Aug 02 04:10 PM SACHS BRUCE I Director Aug 01 '24 Sale 508.00 5,295 2,689,860 40,000 Aug 02 04:10 PM Kewalramani Reshma CEO & President Jul 30 '24 Sale 505.00 15,202 7,677,010 90,970 Aug 01 04:17 PM SACHS BRUCE I Director Aug 01 '24 Proposed Sale 508.00 5,295 2,689,860 Aug 01 03:34 PM Kewalramani Reshma Officer Jul 30 '24 Proposed Sale 505.00 15,202 7,677,010 Jul 30 03:25 PM Bozic Carmen EVP and CMO Jul 24 '24 Sale 488.46 2,280 1,113,689 25,539 Jul 25 04:06 PM Kewalramani Reshma CEO & President Jul 22 '24 Sale 497.00 15,202 7,555,394 106,172 Jul 24 04:05 PM Bozic Carmen EVP and CMO Jul 10 '24 Sale 487.34 2,280 1,111,135 27,819 Jul 12 04:07 PM Bozic Carmen EVP and CMO Jun 26 '24 Sale 471.72 2,280 1,075,522 30,099 Jun 28 04:04 PM Bozic Carmen EVP and CMO Jun 12 '24 Sale 478.00 2,280 1,089,840 32,379 Jun 13 04:11 PM Atkinson Edward Morrow III EVP, Chief Technical Ops. Off. Jun 12 '24 Sale 478.00 7,288 3,483,664 15,972 Jun 13 04:09 PM WAGNER CHARLES F JR EVP & Chief Financial Officer Jun 03 '24 Sale 460.00 3,250 1,495,000 47,137 Jun 05 04:11 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Jun 03 '24 Sale 460.00 2,175 1,000,500 49,098 Jun 05 04:08 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. May 30 '24 Sale 439.11 2,350 1,031,908 53,523 Jun 03 04:09 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. May 31 '24 Sale 445.00 2,250 1,001,250 51,273 Jun 03 04:09 PM Bozic Carmen EVP and CMO May 29 '24 Sale 445.56 2,280 1,015,877 34,659 May 31 04:19 PM WAGNER CHARLES F JR EVP & Chief Financial Officer May 28 '24 Sale 454.79 3,250 1,478,068 50,387 May 30 04:07 PM Kewalramani Reshma CEO & President May 24 '24 Option Exercise 187.53 1,565 293,484 122,939 May 29 04:08 PM Kewalramani Reshma CEO & President May 24 '24 Sale 457.00 1,565 715,205 121,374 May 29 04:08 PM SACHS BRUCE I Director May 22 '24 Option Exercise 93.51 7,073 661,396 47,073 May 24 04:13 PM SACHS BRUCE I Director May 22 '24 Sale 448.00 7,073 3,168,704 40,000 May 24 04:13 PM Kewalramani Reshma CEO & President May 20 '24 Sale 447.00 15,202 6,795,294 121,374 May 22 04:21 PM Sachdev Amit EVP Chief Patient & Ext Af Off May 15 '24 Sale 430.93 32 13,790 55,325 May 17 04:27 PM Arbuckle Stuart A EVP, COO May 15 '24 Sale 430.93 69 29,734 49,691 May 17 04:24 PM ALTSHULER DAVID EVP, Chief Scientific Officer May 15 '24 Sale 430.93 54 23,270 25,813 May 17 04:22 PM Bhatia Sangeeta N. Director May 02 '24 Sale 402.95 467 188,178 4,435 May 03 04:05 PM Ambrose Kristen SVP & Chief Accounting Officer Apr 02 '24 Sale 419.00 240 100,560 7,500 Apr 03 04:02 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 26 '24 Sale 425.70 354 150,698 55,804 Feb 27 05:02 PM Sachdev Amit EVP Chief Patient & Ext Af Off Feb 26 '24 Sale 425.70 3,004 1,278,803 55,325 Feb 27 04:59 PM Atkinson Edward Morrow III EVP, Chief Technical Ops. Off. Feb 26 '24 Sale 425.70 883 375,893 15,972 Feb 27 04:44 PM Arbuckle Stuart A EVP, COO Feb 26 '24 Sale 425.70 5,034 2,142,974 49,691 Feb 27 04:37 PM Ambrose Kristen SVP & Chief Accounting Officer Feb 26 '24 Sale 425.70 883 375,893 7,965 Feb 27 04:29 PM ALTSHULER DAVID EVP, Global Research and CSO Feb 26 '24 Sale 425.70 4,239 1,804,542 25,813 Feb 27 04:24 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 21 '24 Sale 421.77 360 151,837 59,467 Feb 23 04:28 PM Sachdev Amit EVP Chief Patient & Ext Af Off Feb 21 '24 Sale 421.77 3,191 1,345,868 60,798 Feb 23 04:20 PM Atkinson Edward Morrow III EVP, Chief Technical Ops. Off. Feb 21 '24 Sale 421.77 1,201 506,546 18,509 Feb 23 04:16 PM Arbuckle Stuart A EVP, COO Feb 21 '24 Sale 421.77 3,603 1,519,637 59,439 Feb 23 04:12 PM ALTSHULER DAVID EVP, Global Research and CSO Feb 21 '24 Sale 421.77 3,002 1,266,154 34,022 Feb 23 04:10 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 20 '24 Sale 420.79 480 201,979 59,827 Feb 21 04:43 PM Sachdev Amit EVP Chief Patient & Ext Af Off Feb 20 '24 Sale 420.79 4,254 1,790,041 63,989 Feb 21 04:38 PM Atkinson Edward Morrow III EVP, Chief Technical Ops. Off. Feb 20 '24 Sale 420.79 801 337,053 19,710 Feb 21 04:23 PM Arbuckle Stuart A EVP, COO Feb 20 '24 Sale 420.79 4,804 2,021,475 63,042 Feb 21 04:19 PM ALTSHULER DAVID EVP, Global Research and CSO Feb 20 '24 Sale 420.79 4,002 1,684,002 37,024 Feb 21 04:13 PM LEIDEN JEFFREY M Executive Chairman Feb 15 '24 Sale 419.16 4,655 1,951,190 17,896 Feb 16 04:07 PM LEIDEN JEFFREY M Executive Chairman Feb 14 '24 Sale 419.04 4,356 1,825,338 22,551 Feb 16 04:07 PM LEIDEN JEFFREY M Executive Chairman Feb 12 '24 Sale 419.51 2,656 1,114,205 27,644 Feb 14 04:04 PM LEIDEN JEFFREY M Executive Chairman Feb 13 '24 Sale 419.13 737 308,899 26,907 Feb 14 04:04 PM Sachdev Amit EVP Chief Patient & Ext Af Off Feb 12 '24 Sale 420.24 3,222 1,354,013 74,364 Feb 13 05:15 PM Biller Jonathan EVP and Chief Legal Officer Feb 12 '24 Sale 418.77 1,738 727,822 18,280 Feb 13 04:56 PM Atkinson Edward Morrow III EVP, Chief Technical Ops. Off. Feb 12 '24 Sale 420.24 913 383,679 23,137 Feb 13 04:54 PM Arbuckle Stuart A EVP, COO Feb 12 '24 Sale 420.24 4,295 1,804,931 75,718 Feb 13 04:51 PM Ambrose Kristen SVP & Chief Accounting Officer Feb 12 '24 Sale 420.24 1,374 577,410 9,676 Feb 13 04:48 PM ALTSHULER DAVID EVP, Global Research and CSO Feb 12 '24 Sale 420.24 3,145 1,321,655 47,588 Feb 13 04:46 PM LEIDEN JEFFREY M Executive Chairman Jan 08 '24 Sale 419.07 6,648 2,785,977 2,423 Jan 10 04:06 PM WAGNER CHARLES F JR EVP & Chief Financial Officer Jan 02 '24 Sale 405.00 3,000 1,215,000 43,693 Jan 04 04:17 PM Kewalramani Reshma CEO & President Dec 15 '23 Option Exercise 181.83 17,135 3,115,593 125,846 Dec 19 04:15 PM Kewalramani Reshma CEO & President Dec 15 '23 Sale 407.00 17,135 6,973,945 108,711 Dec 19 04:15 PM LEIDEN JEFFREY M Executive Chairman Dec 13 '23 Sale 399.42 13,354 5,333,799 9,071 Dec 15 04:33 PM Kewalramani Reshma CEO & President Dec 13 '23 Sale 397.00 5,098 2,023,906 108,711 Dec 15 04:23 PM Arbuckle Stuart A EVP, COO Dec 13 '23 Option Exercise 187.53 8,603 1,613,321 65,159 Dec 15 04:20 PM Arbuckle Stuart A EVP, COO Dec 13 '23 Sale 399.00 8,603 3,432,597 56,556 Dec 15 04:20 PM WAGNER CHARLES F JR EVP & Chief Financial Officer Nov 20 '23 Sale 349.88 3,000 1,049,640 46,693 Nov 21 04:07 PM Sachdev Amit EVP Chief Patient & Ext Af Off Nov 15 '23 Sale 369.92 35 12,947 58,814 Nov 17 04:16 PM ALTSHULER DAVID EVP, Global Research and CSO Nov 15 '23 Sale 369.92 19 7,028 32,038 Nov 17 04:11 PM Bozic Carmen EVP and CMO Nov 14 '23 Sale 380.82 5,650 2,151,633 29,302 Nov 16 04:15 PM Kewalramani Reshma CEO & President Nov 13 '23 Sale 377.00 5,097 1,921,569 113,809 Nov 15 04:16 PM SACHS BRUCE I Director Nov 06 '23 Option Exercise 127.54 11,250 1,434,825 51,250 Nov 08 04:11 PM SACHS BRUCE I Director Nov 06 '23 Sale 385.00 11,250 4,331,250 40,000 Nov 08 04:11 PM Bozic Carmen EVP and CMO Oct 31 '23 Sale 355.92 5,651 2,011,304 34,952 Nov 02 04:07 PM Bozic Carmen EVP and CMO Oct 17 '23 Sale 373.25 5,651 2,109,236 40,603 Oct 19 04:18 PM Bhatia Sangeeta N. Director Oct 17 '23 Sale 375.00 243 91,125 3,901 Oct 19 04:13 PM LEIDEN JEFFREY M Executive Chairman Oct 16 '23 Sale 374.00 12,962 4,847,788 22,425 Oct 18 04:17 PM Bhatia Sangeeta N. Director Oct 06 '23 Sale 360.00 242 87,120 4,144 Oct 11 04:14 PM Bozic Carmen EVP and CMO Oct 03 '23 Sale 345.28 5,651 1,951,177 46,254 Oct 05 04:30 PM Biller Jonathan EVP and Chief Legal Officer Oct 02 '23 Sale 346.76 610 211,524 10,569 Oct 03 04:07 PM Bozic Carmen EVP and CMO Sep 19 '23 Sale 351.00 5,651 1,983,501 51,905 Sep 21 04:15 PM
Index S&P 500 P/E 18.74 EPS (ttm) 483.94 Insider Own 4.43% Shs Outstand 3.09M Perf Week 0.24%
Market Cap 27.93B Forward P/E 17.18 EPS next Y 527.99 Insider Trans -2.06% Shs Float 2.94M Perf Month 9.72%
Income 1.64B PEG 2.47 EPS next Q 131.52 Inst Own 87.12% Short Float 1.67% Perf Quarter 19.47%
Sales 9.76B P/S 2.86 EPS this Y 7.74% Inst Trans -2.25% Short Ratio 2.42 Perf Half Y 18.04%
Book/sh 1385.56 P/B 6.55 EPS next Y 5.78% ROA 25.85% Short Interest 0.05M Perf Year 43.53%
Cash/sh 821.09 P/C 11.04 EPS next 5Y 7.60% ROE 39.54% 52W Range 5210.49 - 9360.00 Perf YTD 29.54%
Dividend Est. - P/FCF 18.54 EPS past 5Y 18.92% ROI 31.83% 52W High -3.11% Beta 1.18
Dividend TTM - Quick Ratio 2.04 Sales past 5Y 6.32% Gross Margin 24.27% 52W Low 74.04% ATR (14) 193.81
Dividend Ex-Date - Current Ratio 3.82 EPS Y/Y TTM 3.10% Oper. Margin 17.25% RSI (14) 60.21 Volatility 2.13% 1.99%
Employees 6300 Debt/Eq 0.25 Sales Y/Y TTM -0.24% Profit Margin 16.79% Recom 2.33 Target Price 9131.25
Option/Short No / Yes LT Debt/Eq 0.25 EPS Q/Q 3.57% Payout 0.00% Rel Volume 0.98 Prev Close 9044.72
Sales Surprise 1.72% EPS Surprise -0.43% Sales Q/Q 11.56% Earnings Jul 23 BMO Avg Volume 20.32K Price 9068.54
SMA20 2.19% SMA50 7.66% SMA200 19.05% Trades
Volume 19,999 Change 0.26%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-08-23 Upgrade Deutsche Bank
Sell → Hold
$4900 → $6300
Jun-14-23 Initiated Seaport Research Partners
Buy
$7000
Jun-01-23 Initiated Deutsche Bank
Sell
$4400
Oct-18-22 Resumed BofA Securities
Buy
$4900
Feb-03-22 Upgrade UBS
Sell → Neutral
$4825 → $5500
Jan-20-22 Initiated UBS
Sell
$4825
Apr-16-21 Initiated Wells Fargo
Equal Weight
$5000
Mar-16-21 Initiated Wolfe Research
Peer Perform
Mar-11-21 Downgrade JP Morgan
Overweight → Neutral
$5290
Feb-22-21 Initiated KeyBanc Capital Markets
Overweight
$5450
Dec-09-20 Initiated UBS
Buy
$5558
Mar-18-20 Upgrade JP Morgan
Neutral → Overweight
$2700
Mar-12-20 Downgrade BofA/Merrill
Buy → Neutral
Dec-09-19 Upgrade JP Morgan
Underweight → Neutral
Nov-06-19 Upgrade BofA/Merrill
Neutral → Buy
$4150
Sep-11-19 Downgrade JP Morgan
Neutral → Underweight
$3300 → $3680
Aug-09-19 Upgrade Evercore ISI
In-line → Outperform
Jun-06-19 Initiated Evercore ISI
In-line
$3467
Jan-11-19 Initiated Buckingham Research
Buy
Oct-18-18 Downgrade BofA/Merrill
Buy → Neutral
Show Previous Ratings
Aug-30-24 05:55AM
Aug-16-24 03:56AM
Aug-07-24 12:00PM
01:03AM
Jul-30-24 05:01PM
03:28PM
Loading…
Jul-23-24 03:28PM
09:07AM
(Associated Press Finance)
09:00AM
Jul-22-24 02:14PM
Jul-20-24 07:00AM
Jul-15-24 09:07AM
Jul-12-24 04:05AM
Jun-26-24 05:00AM
Jun-12-24 04:01PM
Jun-05-24 06:00AM
10:51AM
Loading…
Jun-03-24 10:51AM
09:50AM
May-23-24 11:30AM
May-10-24 02:41AM
May-09-24 01:01AM
May-08-24 08:00AM
(Investor's Business Daily)
May-07-24 02:22PM
11:32AM
May-06-24 02:32PM
Apr-25-24 12:45PM
09:01AM
09:00AM
Apr-23-24 01:52PM
11:11AM
10:21AM
10:10AM
Loading…
10:10AM
09:09AM
(Associated Press Finance)
09:00AM
Apr-12-24 08:28AM
08:12AM
08:02AM
Apr-09-24 12:45PM
Apr-03-24 09:50AM
Apr-02-24 09:15AM
Mar-31-24 05:55PM
Mar-15-24 09:50AM
09:15AM
07:33AM
Mar-13-24 02:13PM
Mar-07-24 12:45PM
Feb-29-24 03:18PM
11:30AM
Feb-27-24 09:15AM
Feb-22-24 09:50AM
06:19AM
Feb-20-24 12:45PM
Feb-14-24 03:08PM
Feb-11-24 07:01AM
Feb-07-24 03:02PM
Feb-05-24 12:20PM
Jan-30-24 12:35PM
10:10AM
09:53AM
09:17AM
(Associated Press Finance)
09:00AM
Jan-23-24 10:00AM
05:49AM
Jan-11-24 09:15AM
Dec-18-23 05:39AM
Dec-08-23 10:00AM
Nov-28-23 06:30AM
Nov-27-23 09:07AM
Nov-24-23 06:22AM
Nov-23-23 11:30AM
Nov-18-23 08:00AM
Nov-09-23 04:08PM
Nov-04-23 01:15AM
Oct-27-23 11:09AM
Oct-25-23 09:47AM
Oct-24-23 12:37PM
09:07AM
(Associated Press Finance)
09:00AM
Oct-23-23 03:37PM
Oct-20-23 02:09PM
05:47AM
Oct-03-23 10:53AM
06:00AM
Oct-02-23 12:07PM
Sep-21-23 01:05PM
11:37AM
Sep-08-23 06:21AM
02:41AM
Sep-07-23 07:57AM
Sep-05-23 02:00PM
12:07PM
11:36AM
Aug-29-23 05:50AM
Aug-26-23 12:22PM
Aug-19-23 10:04AM
Aug-18-23 02:34PM
11:41AM
08:20AM
Aug-15-23 04:39PM
09:49AM
(The Wall Street Journal)
08:19AM
(American City Business Journals)
NVR, Inc. engages in the construction and sale of single-family detached homes, townhomes, and condominium buildings. It operates through the following geographical segments: Mid Atlantic, North East, Mid East, and South East. The Mid Atlantic segment includes Maryland, Virginia, West Virginia, Delaware, and Washington, D.C. The North East segment focuses on New Jersey and Eastern Pennsylvania. The Mid East segment refers to New York, Ohio, Western Pennsylvania, Indiana, and Illinois. The South East segment consists of North Carolina, South Carolina, Tennessee, Florida, and Georgia. The company was founded in 1980 and is headquartered in Reston, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kelpy Matthew B. VP, Chief Accounting Officer Aug 09 '24 Option Exercise 2843.17 200 568,634 430 Aug 12 10:02 AM Kelpy Matthew B. VP, Chief Accounting Officer Aug 09 '24 Sale 8500.00 200 1,700,000 230 Aug 12 10:02 AM Martinez Melquiades R. Director Aug 08 '24 Option Exercise 3022.99 125 377,874 316 Aug 09 02:07 PM Martinez Melquiades R. Director Aug 08 '24 Sale 8372.77 125 1,046,596 191 Aug 09 02:07 PM Martinez Melquiades R. Director Aug 08 '24 Proposed Sale 8265.31 125 1,033,164 Aug 08 04:52 PM FESTA ALFRED E Director Jul 29 '24 Sale 8585.95 148 1,270,721 173 Jul 30 02:17 PM Kelpy Matthew B. VP, Chief Accounting Officer Jul 25 '24 Option Exercise 1934.97 500 967,485 730 Jul 29 03:13 PM Kelpy Matthew B. VP, Chief Accounting Officer Jul 26 '24 Option Exercise 2843.17 175 497,555 405 Jul 29 03:13 PM Kelpy Matthew B. VP, Chief Accounting Officer Jul 25 '24 Sale 8500.00 500 4,250,000 230 Jul 29 03:13 PM Kelpy Matthew B. VP, Chief Accounting Officer Jul 26 '24 Sale 8650.00 175 1,513,750 230 Jul 29 03:13 PM Ross Susan Williamson Director Jul 26 '24 Option Exercise 1700.00 125 212,500 516 Jul 29 02:56 PM Ross Susan Williamson Director Jul 26 '24 Sale 8505.91 125 1,063,239 391 Jul 29 02:56 PM FESTA ALFRED E Director Jul 29 '24 Proposed Sale 8610.00 148 1,274,280 Jul 29 12:59 PM Kelpy Matthew B. Officer Jul 26 '24 Proposed Sale 8471.88 500 4,235,940 Jul 26 04:39 PM Ross Susan Williamson Director Jul 26 '24 Proposed Sale 8471.88 125 1,058,985 Jul 26 01:58 PM SAVILLE PAUL C Executive Chairman May 09 '24 Option Exercise 1094.22 300 328,266 107,160 May 10 11:39 AM SAVILLE PAUL C Executive Chairman May 09 '24 Sale 7670.42 300 2,301,126 106,860 May 10 11:39 AM Kelpy Matthew B. VP, Chief Accounting Officer May 07 '24 Option Exercise 1934.97 200 386,994 430 May 09 01:53 PM Kelpy Matthew B. VP, Chief Accounting Officer May 07 '24 Sale 7700.00 200 1,540,000 230 May 09 01:53 PM ROSIER WILLIAM GRADY Director May 08 '24 Sale 7665.63 600 4,599,378 1,701 May 09 01:50 PM PREISER DAVID A Director Apr 29 '24 Option Exercise 3022.99 500 1,511,495 739 Apr 30 02:51 PM PREISER DAVID A Director Apr 29 '24 Sale 7586.21 500 3,793,105 239 Apr 30 02:51 PM SAVILLE PAUL C Executive Chairman Feb 29 '24 Option Exercise 1094.22 550 601,821 107,410 Mar 01 04:31 PM SAVILLE PAUL C Executive Chairman Feb 29 '24 Sale 7637.06 550 4,200,383 106,860 Mar 01 04:31 PM SAVILLE PAUL C Executive Chairman Feb 26 '24 Option Exercise 1094.22 250 273,555 107,110 Feb 28 11:38 AM SAVILLE PAUL C Executive Chairman Feb 26 '24 Sale 7611.03 250 1,902,758 106,860 Feb 28 11:38 AM Kelpy Matthew B. VP, Chief Accounting Officer Feb 23 '24 Option Exercise 1934.97 100 193,497 330 Feb 27 11:00 AM Kelpy Matthew B. VP, Chief Accounting Officer Feb 23 '24 Sale 7615.00 100 761,500 230 Feb 27 11:00 AM Bredow Eugene James Chief Executive Officer Feb 22 '24 Option Exercise 1094.22 300 328,266 3,028 Feb 26 04:30 PM Bredow Eugene James Chief Executive Officer Feb 23 '24 Option Exercise 1094.22 200 218,844 2,928 Feb 26 04:30 PM Bredow Eugene James Chief Executive Officer Feb 22 '24 Sale 7475.00 300 2,242,500 2,728 Feb 26 04:30 PM Bredow Eugene James Chief Executive Officer Feb 23 '24 Sale 7600.00 200 1,520,000 2,728 Feb 26 04:30 PM Malzahn Daniel David Chief Financial Officer Feb 23 '24 Option Exercise 1094.22 500 547,110 14,359 Feb 26 04:26 PM Malzahn Daniel David Chief Financial Officer Feb 22 '24 Option Exercise 1094.22 379 414,709 14,061 Feb 26 04:26 PM Malzahn Daniel David Chief Financial Officer Feb 23 '24 Sale 7575.00 500 3,787,500 13,859 Feb 26 04:26 PM Malzahn Daniel David Chief Financial Officer Feb 22 '24 Sale 7484.82 202 1,511,934 13,859 Feb 26 04:26 PM SAVILLE PAUL C Executive Chairman Feb 22 '24 Option Exercise 1094.22 750 820,665 107,610 Feb 26 04:20 PM SAVILLE PAUL C Executive Chairman Feb 23 '24 Option Exercise 1094.22 300 328,266 107,160 Feb 26 04:20 PM SAVILLE PAUL C Executive Chairman Feb 22 '24 Sale 7492.42 750 5,619,315 106,860 Feb 26 04:20 PM SAVILLE PAUL C Executive Chairman Feb 23 '24 Sale 7576.83 300 2,273,049 106,860 Feb 26 04:20 PM SAVILLE PAUL C Executive Chairman Feb 20 '24 Option Exercise 1094.22 500 547,110 107,360 Feb 22 11:22 AM SAVILLE PAUL C Executive Chairman Feb 21 '24 Option Exercise 1094.22 350 382,977 107,210 Feb 22 11:22 AM SAVILLE PAUL C Executive Chairman Feb 20 '24 Sale 7426.79 500 3,713,395 106,860 Feb 22 11:22 AM SAVILLE PAUL C Executive Chairman Feb 21 '24 Sale 7490.43 350 2,621,650 106,860 Feb 22 11:22 AM SAVILLE PAUL C Executive Chairman Feb 15 '24 Option Exercise 1094.22 500 547,110 107,360 Feb 20 02:41 PM SAVILLE PAUL C Executive Chairman Feb 15 '24 Sale 7525.06 500 3,762,530 106,860 Feb 20 02:41 PM Ross Susan Williamson Director Feb 13 '24 Option Exercise 1700.00 250 425,000 655 Feb 14 01:45 PM Ross Susan Williamson Director Feb 13 '24 Sale 7344.94 250 1,836,235 405 Feb 14 01:45 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 12 '24 Option Exercise 1934.97 150 290,246 380 Feb 14 01:28 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 12 '24 Sale 7500.00 150 1,125,000 230 Feb 14 01:28 PM SAVILLE PAUL C Executive Chairman Feb 12 '24 Option Exercise 1094.22 1,500 1,641,330 108,360 Feb 13 01:17 PM SAVILLE PAUL C Executive Chairman Feb 09 '24 Option Exercise 1094.22 300 328,266 107,160 Feb 13 01:17 PM SAVILLE PAUL C Executive Chairman Feb 12 '24 Sale 7510.05 1,500 11,265,075 106,860 Feb 13 01:17 PM SAVILLE PAUL C Executive Chairman Feb 09 '24 Sale 7443.82 300 2,233,146 106,860 Feb 13 01:17 PM Malzahn Daniel David Chief Financial Officer Feb 08 '24 Option Exercise 1094.22 900 984,798 14,161 Feb 12 10:57 AM Malzahn Daniel David Chief Financial Officer Feb 08 '24 Sale 7340.01 479 3,515,865 13,682 Feb 12 10:57 AM SAVILLE PAUL C Executive Chairman Feb 08 '24 Option Exercise 1094.22 1,000 1,094,220 107,860 Feb 09 12:55 PM SAVILLE PAUL C Executive Chairman Feb 07 '24 Option Exercise 1094.22 500 547,110 107,360 Feb 09 12:55 PM SAVILLE PAUL C Executive Chairman Feb 08 '24 Sale 7438.50 1,000 7,438,500 106,860 Feb 09 12:55 PM SAVILLE PAUL C Executive Chairman Feb 07 '24 Sale 7392.07 500 3,696,035 106,860 Feb 09 12:55 PM Bredow Eugene James Chief Executive Officer Feb 06 '24 Option Exercise 1094.22 500 547,110 2,728 Feb 08 01:19 PM Malzahn Daniel David Chief Financial Officer Feb 06 '24 Option Exercise 1094.22 2,000 2,188,440 15,209 Feb 08 01:16 PM Malzahn Daniel David Chief Financial Officer Feb 07 '24 Option Exercise 1094.22 112 122,553 13,321 Feb 08 01:16 PM Malzahn Daniel David Chief Financial Officer Feb 06 '24 Sale 7252.83 2,000 14,505,660 13,209 Feb 08 01:16 PM Malzahn Daniel David Chief Financial Officer Feb 07 '24 Sale 7430.00 60 445,800 13,261 Feb 08 01:16 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 06 '24 Option Exercise 1934.97 200 386,994 430 Feb 08 01:14 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 07 '24 Option Exercise 1934.97 100 193,497 330 Feb 08 01:14 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 06 '24 Sale 7325.00 200 1,465,000 230 Feb 08 01:14 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 07 '24 Sale 7400.00 100 740,000 230 Feb 08 01:14 PM ECKERT THOMAS D Director Feb 06 '24 Option Exercise 1094.22 1,292 1,413,732 2,392 Feb 07 01:51 PM ECKERT THOMAS D Director Feb 05 '24 Option Exercise 1094.22 8 8,754 1,108 Feb 07 01:51 PM ECKERT THOMAS D Director Feb 06 '24 Sale 7270.00 1,292 9,392,840 1,100 Feb 07 01:51 PM ECKERT THOMAS D Director Feb 05 '24 Sale 7270.00 8 58,160 1,100 Feb 07 01:51 PM SAVILLE PAUL C Executive Chairman Feb 05 '24 Option Exercise 1094.22 1,000 1,094,220 107,860 Feb 07 01:48 PM SAVILLE PAUL C Executive Chairman Feb 06 '24 Option Exercise 1094.22 1,000 1,094,220 107,860 Feb 07 01:48 PM SAVILLE PAUL C Executive Chairman Feb 06 '24 Sale 7309.35 1,000 7,309,350 106,860 Feb 07 01:48 PM SAVILLE PAUL C Executive Chairman Feb 05 '24 Sale 7236.42 1,000 7,236,420 106,860 Feb 07 01:48 PM SAVILLE PAUL C Executive Chairman Nov 30 '23 Option Exercise 1094.22 1,700 1,860,174 108,560 Dec 01 05:01 PM SAVILLE PAUL C Executive Chairman Nov 30 '23 Sale 6100.57 1,700 10,370,969 106,860 Dec 01 05:01 PM Bredow Eugene James Chief Executive Officer Nov 30 '23 Option Exercise 1094.22 395 432,217 2,246 Dec 01 03:27 PM Malzahn Daniel David Chief Financial Officer Nov 30 '23 Option Exercise 1094.22 1,000 1,094,220 13,759 Dec 01 03:11 PM Malzahn Daniel David Chief Financial Officer Nov 30 '23 Sale 6105.84 550 3,358,212 13,209 Dec 01 03:11 PM Malzahn Daniel David Chief Financial Officer Nov 22 '23 Option Exercise 1094.22 1,000 1,094,220 13,306 Nov 27 03:51 PM Malzahn Daniel David Chief Financial Officer Nov 22 '23 Sale 6307.55 547 3,450,230 12,759 Nov 27 03:51 PM Ross Susan Williamson Director Nov 22 '23 Option Exercise 1700.00 125 212,500 530 Nov 27 03:42 PM Ross Susan Williamson Director Nov 22 '23 Sale 6298.13 125 787,266 405 Nov 27 03:42 PM SAVILLE PAUL C Executive Chairman Nov 20 '23 Option Exercise 1094.22 3,000 3,282,660 109,860 Nov 22 10:59 AM SAVILLE PAUL C Executive Chairman Nov 21 '23 Option Exercise 1094.22 50 54,711 106,910 Nov 22 10:59 AM SAVILLE PAUL C Executive Chairman Nov 20 '23 Sale 6288.17 3,000 18,864,510 106,860 Nov 22 10:59 AM SAVILLE PAUL C Executive Chairman Nov 21 '23 Sale 6300.53 50 315,026 106,860 Nov 22 10:59 AM Malzahn Daniel David Chief Financial Officer Nov 21 '23 Option Exercise 1094.22 1,000 1,094,220 12,853 Nov 22 10:51 AM Malzahn Daniel David Chief Financial Officer Nov 21 '23 Sale 6303.12 547 3,447,807 12,306 Nov 22 10:51 AM SAVILLE PAUL C Executive Chairman Nov 17 '23 Option Exercise 1094.22 2,500 2,735,550 109,360 Nov 20 03:12 PM SAVILLE PAUL C Executive Chairman Nov 16 '23 Option Exercise 1094.22 2,500 2,735,550 109,360 Nov 20 03:12 PM SAVILLE PAUL C Executive Chairman Nov 16 '23 Sale 6293.48 2,500 15,733,700 106,860 Nov 20 03:12 PM SAVILLE PAUL C Executive Chairman Nov 17 '23 Sale 6291.30 2,500 15,728,250 106,860 Nov 20 03:12 PM Malzahn Daniel David Chief Financial Officer Nov 17 '23 Option Exercise 1094.22 1,000 1,094,220 12,853 Nov 20 02:18 PM Malzahn Daniel David Chief Financial Officer Nov 16 '23 Option Exercise 1094.22 737 806,440 12,630 Nov 20 02:18 PM Malzahn Daniel David Chief Financial Officer Nov 17 '23 Sale 6296.26 1,000 6,296,260 11,853 Nov 20 02:18 PM Malzahn Daniel David Chief Financial Officer Nov 16 '23 Sale 6301.93 737 4,644,522 11,893 Nov 20 02:18 PM
Index S&P 500 P/E 36.38 EPS (ttm) 13.09 Insider Own 10.76% Shs Outstand 927.00M Perf Week -0.97%
Market Cap 439.86B Forward P/E 28.65 EPS next Y 16.62 Insider Trans -5.71% Shs Float 824.41M Perf Month 5.84%
Income 12.26B PEG 1.90 EPS next Q 3.73 Inst Own 79.57% Short Float 0.65% Perf Quarter 6.12%
Sales 26.41B P/S 16.66 EPS this Y 16.78% Inst Trans -0.21% Short Ratio 2.15 Perf Half Y 1.84%
Book/sh 8.01 P/B 59.41 EPS next Y 16.07% ROA 30.14% Short Interest 5.35M Perf Year 15.23%
Cash/sh 8.00 P/C 59.50 EPS next 5Y 19.18% ROE 189.68% 52W Range 359.77 - 490.00 Perf YTD 11.63%
Dividend Est. 2.69 (0.57%) P/FCF 37.69 EPS past 5Y 16.16% ROI 55.87% 52W High -2.83% Beta 1.10
Dividend TTM 2.55 (0.54%) Quick Ratio 1.14 Sales past 5Y 11.54% Gross Margin 96.75% 52W Low 32.34% ATR (14) 7.24
Dividend Ex-Date Jul 09, 2024 Current Ratio 1.14 EPS Y/Y TTM 22.51% Oper. Margin 57.75% RSI (14) 59.28 Volatility 1.45% 1.22%
Employees 33400 Debt/Eq 2.10 Sales Y/Y TTM 11.90% Profit Margin 46.42% Recom 1.51 Target Price 520.68
Option/Short Yes / Yes LT Debt/Eq 1.96 EPS Q/Q 16.86% Payout 20.03% Rel Volume 0.85 Prev Close 477.36
Sales Surprise 1.59% EPS Surprise 2.29% Sales Q/Q 10.85% Earnings Jul 31 BMO Avg Volume 2.48M Price 476.12
SMA20 1.45% SMA50 4.68% SMA200 5.74% Trades
Volume 2,101,313 Change -0.26%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-04-24 Initiated Compass Point
Neutral
$525
Sep-03-24 Downgrade Exane BNP Paribas
Outperform → Neutral
$470
Jul-10-24 Downgrade BofA Securities
Buy → Neutral
$505 → $480
May-13-24 Initiated Piper Sandler
Overweight
$531
Apr-11-24 Initiated TD Cowen
Buy
$545
Jan-11-24 Upgrade Oppenheimer
Perform → Outperform
$510
Dec-20-23 Initiated Monness Crespi & Hardt
Neutral
Dec-05-23 Resumed BMO Capital Markets
Outperform
$475
Oct-20-23 Resumed UBS
Buy
$475
Oct-13-23 Initiated HSBC Securities
Hold
$424
Oct-12-23 Initiated Seaport Research Partners
Buy
$465
Jul-24-23 Reiterated Barclays
Overweight
$437 → $470
Jan-09-23 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$425
Nov-29-22 Initiated Redburn
Neutral
Oct-13-22 Reiterated Deutsche Bank
Buy
$440 → $375
Aug-16-22 Downgrade Daiwa Securities
Outperform → Neutral
$385 → $375
May-18-22 Initiated Goldman
Buy
$460
Apr-29-22 Downgrade Piper Sandler
Neutral → Underweight
$360 → $357
Nov-18-21 Resumed UBS
Buy
$448
Aug-12-21 Downgrade Daiwa Securities
Outperform → Neutral
$385
Show Previous Ratings
Today 03:37PM
06:18AM
Sep-06-24 05:20PM
10:32AM
Sep-05-24 06:10PM
05:45PM
Loading…
05:45PM
02:05PM
02:00PM
08:56AM
Sep-04-24 02:57PM
(Investor's Business Daily)
06:15AM
Sep-03-24 09:45AM
09:36AM
05:06AM
Sep-02-24 08:01AM
10:49PM
Loading…
Aug-31-24 10:49PM
04:06PM
04:06PM
05:45AM
Aug-30-24 05:45PM
11:31AM
Aug-29-24 11:42AM
12:00AM
Aug-28-24 05:50AM
05:10AM
Aug-26-24 03:53PM
01:06PM
09:53AM
07:43AM
06:56AM
02:16AM
Loading…
Aug-25-24 02:16AM
Aug-23-24 10:14PM
05:21PM
09:00AM
Aug-22-24 02:55PM
09:00AM
Aug-20-24 02:30PM
02:30PM
11:17AM
10:03AM
07:03AM
Aug-19-24 03:44PM
08:00AM
Aug-18-24 05:41PM
05:04PM
09:10AM
01:35AM
01:10AM
Aug-17-24 06:22PM
Aug-16-24 09:02PM
01:32PM
05:55AM
05:45AM
Aug-15-24 04:11PM
04:05PM
02:06PM
09:17AM
(Thomson Reuters StreetEvents)
08:30AM
Aug-14-24 08:00AM
04:55AM
Aug-13-24 05:02PM
02:14PM
06:55AM
04:35AM
Aug-12-24 07:33AM
Aug-11-24 07:25AM
05:21AM
Aug-10-24 08:18AM
Aug-09-24 02:01PM
Aug-08-24 09:00AM
Aug-07-24 08:00AM
Aug-06-24 06:50AM
Aug-05-24 08:00AM
05:13AM
Aug-03-24 04:41AM
Aug-02-24 07:35AM
Aug-01-24 02:00PM
03:10AM
(Thomson Reuters StreetEvents)
01:02AM
Jul-31-24 04:18PM
(Investor's Business Daily)
04:00PM
02:30PM
02:19PM
01:54PM
01:40PM
12:28PM
(Associated Press Finance)
12:09PM
11:59AM
11:25AM
10:54AM
10:19AM
09:37AM
(Investor's Business Daily)
09:31AM
09:15AM
08:40AM
08:12AM
(Associated Press Finance)
08:09AM
08:01AM
Jul-30-24 05:16PM
05:21AM
Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
AJAY BHALLAFLAT 3 DUNCAN HOUSE Officer Aug 30 '24 Proposed Sale 480.80 8,000 3,846,400 Aug 30 04:22 PM Arkell Sandra A Controller Aug 29 '24 Option Exercise 227.25 1,100 249,975 4,363 Aug 30 04:02 PM Arkell Sandra A Controller Aug 29 '24 Sale 480.00 1,100 528,000 3,263 Aug 30 04:02 PM Mastercard Foundation 10% Owner Aug 22 '24 Sale 468.80 90,000 42,192,414 91,649,308 Aug 23 04:53 PM Mastercard Foundation 10% Owner Aug 21 '24 Sale 467.02 90,000 42,032,160 91,739,308 Aug 22 03:47 PM Mastercard Foundation 10% Owner Aug 20 '24 Sale 467.76 95,000 44,436,792 91,829,308 Aug 21 05:09 PM Mastercard Foundation 10% Owner Aug 19 '24 Sale 467.45 109,000 50,951,897 91,924,308 Aug 20 06:24 PM SACHIN J. MEHRA Chief Financial Officer Aug 16 '24 Option Exercise 173.49 6,724 1,166,547 34,028 Aug 19 04:21 PM SACHIN J. MEHRA Chief Financial Officer Aug 16 '24 Sale 470.00 6,724 3,160,280 27,304 Aug 19 04:21 PM Ling Hai President, AP, Europe, MEA Aug 16 '24 Option Exercise 90.13 2,892 260,656 24,312 Aug 19 04:19 PM Ling Hai President, AP, Europe, MEA Aug 16 '24 Sale 470.00 2,892 1,359,240 21,420 Aug 19 04:19 PM Mastercard Foundation 10% Owner Aug 16 '24 Sale 468.46 119,000 55,746,764 92,033,308 Aug 19 02:15 PM HAI LING Officer Aug 16 '24 Proposed Sale 468.71 2,892 1,355,509 Aug 16 04:31 PM SACHIN MEHRA Director Aug 16 '24 Proposed Sale 468.71 6,724 3,151,606 Aug 16 04:31 PM Mastercard Foundation 10% Owner Aug 16 '24 Proposed Sale 459.36 7,800,000 3,583,008,000 Aug 15 03:56 PM SACHIN J. MEHRA Chief Financial Officer Aug 05 '24 Option Exercise 112.31 5,776 648,703 40,743 Aug 06 04:22 PM SACHIN J. MEHRA Chief Financial Officer Aug 05 '24 Sale 455.00 13,439 6,114,745 27,304 Aug 06 04:22 PM SACHIN MEHRA Director Aug 05 '24 Proposed Sale 462.02 13,439 6,209,087 Aug 05 04:21 PM Ling Hai President, AP, Europe, MEA Aug 01 '24 Option Exercise 90.13 2,892 260,656 24,312 Aug 05 04:09 PM Ling Hai President, AP, Europe, MEA Aug 01 '24 Sale 465.46 2,892 1,346,110 21,420 Aug 05 04:09 PM Arkell Sandra A Controller Aug 01 '24 Option Exercise 227.25 1,100 249,975 4,363 Aug 05 04:06 PM Arkell Sandra A Controller Aug 01 '24 Sale 465.46 1,100 512,006 3,263 Aug 05 04:06 PM HAI LING Officer Aug 01 '24 Proposed Sale 463.71 2,892 1,341,049 Aug 01 04:31 PM Mastercard Foundation 10% Owner Jun 26 '24 Sale 453.19 138,000 62,540,855 92,152,308 Jun 27 11:36 AM Mastercard Foundation 10% Owner Jun 25 '24 Sale 456.11 136,000 62,031,626 92,290,308 Jun 26 03:39 PM Mastercard Foundation 10% Owner Jun 24 '24 Sale 459.46 131,000 60,189,666 92,426,308 Jun 25 11:13 AM Mastercard Foundation 10% Owner Jun 21 '24 Sale 452.39 115,000 52,025,126 92,557,308 Jun 24 09:25 AM Mastercard Foundation 10% Owner Jun 20 '24 Sale 451.07 111,000 50,068,925 92,672,308 Jun 21 03:08 PM Vosburg Craig Chief Services Officer Jun 20 '24 Option Exercise 112.31 9,028 1,013,935 67,968 Jun 21 01:57 PM Vosburg Craig Chief Services Officer Jun 20 '24 Sale 451.06 9,028 4,072,170 58,940 Jun 21 01:57 PM Murphy Timothy H Chief Administrative Officer Jun 17 '24 Sale 446.24 5,242 2,339,199 29,985 Jun 20 04:11 PM Mastercard Foundation 10% Owner Jun 18 '24 Sale 449.01 108,000 48,493,004 92,783,308 Jun 20 09:38 AM Mastercard Foundation 10% Owner Jun 17 '24 Sale 445.98 107,000 47,719,518 92,891,308 Jun 18 04:59 PM Mastercard Foundation 10% Owner Jun 14 '24 Sale 443.63 116,000 51,461,463 92,998,308 Jun 17 01:32 PM Mastercard Foundation 10% Owner Jun 13 '24 Sale 442.03 112,000 49,507,136 93,114,308 Jun 14 12:11 PM Seshadri Raj Chief Commercial Pmts Officer Jun 12 '24 Option Exercise 227.25 3,458 785,830 17,194 Jun 13 05:23 PM Seshadri Raj Chief Commercial Pmts Officer Jun 11 '24 Option Exercise 173.49 3,464 600,969 17,200 Jun 13 05:23 PM Seshadri Raj Chief Commercial Pmts Officer Jun 12 '24 Sale 451.49 3,458 1,561,252 13,736 Jun 13 05:23 PM Seshadri Raj Chief Commercial Pmts Officer Jun 11 '24 Sale 447.84 3,464 1,551,318 13,736 Jun 13 05:23 PM Mastercard Foundation 10% Owner Jun 12 '24 Sale 445.09 108,000 48,070,044 93,226,308 Jun 13 11:15 AM Mastercard Foundation 10% Owner Jun 11 '24 Sale 447.08 112,000 50,073,520 93,334,308 Jun 12 09:37 AM Mastercard Foundation 10% Owner Jun 10 '24 Sale 447.85 113,000 50,606,948 93,446,308 Jun 11 09:47 AM Mastercard Foundation 10% Owner Jun 07 '24 Sale 450.63 115,000 51,822,208 93,559,308 Jun 10 01:58 PM Mastercard Foundation 10% Owner Jun 06 '24 Sale 448.26 114,000 51,101,800 93,674,308 Jun 07 09:43 AM Vosburg Craig Chief Services Officer Jun 05 '24 Option Exercise 112.31 9,028 1,013,935 67,968 Jun 06 04:02 PM Vosburg Craig Chief Services Officer Jun 05 '24 Sale 447.28 9,028 4,038,044 58,940 Jun 06 04:02 PM Seshadri Raj Chief Commercial Pmts Officer Jun 05 '24 Option Exercise 227.25 3,457 785,603 17,193 Jun 06 04:01 PM Seshadri Raj Chief Commercial Pmts Officer Jun 04 '24 Option Exercise 173.49 3,464 600,969 18,647 Jun 06 04:01 PM Seshadri Raj Chief Commercial Pmts Officer Jun 04 '24 Sale 443.12 4,911 2,176,157 13,736 Jun 06 04:01 PM Seshadri Raj Chief Commercial Pmts Officer Jun 05 '24 Sale 445.08 3,457 1,538,656 13,736 Jun 06 04:01 PM Mastercard Foundation 10% Owner Jun 05 '24 Sale 445.11 115,000 51,187,305 93,788,308 Jun 06 09:18 AM Murphy Timothy H Chief Administrative Officer Jun 03 '24 Sale 441.57 5,241 2,314,280 35,227 Jun 05 04:09 PM Mastercard Foundation 10% Owner Jun 04 '24 Sale 443.10 111,000 49,184,333 93,903,308 Jun 05 11:41 AM Mastercard Foundation 10% Owner Jun 03 '24 Sale 441.43 110,000 48,556,882 94,014,308 Jun 04 09:31 AM Mastercard Foundation 10% Owner May 31 '24 Sale 441.69 103,000 45,494,410 94,124,308 Jun 03 10:38 AM Mastercard Foundation 10% Owner May 30 '24 Sale 442.70 104,000 46,041,268 94,227,308 May 31 11:23 AM Seshadri Raj Chief Commercial Pmts Officer May 29 '24 Option Exercise 227.25 3,457 785,603 18,640 May 30 04:05 PM Seshadri Raj Chief Commercial Pmts Officer May 28 '24 Option Exercise 173.49 3,464 600,969 20,399 May 30 04:05 PM Seshadri Raj Chief Commercial Pmts Officer May 28 '24 Sale 446.71 5,216 2,330,057 15,183 May 30 04:05 PM Seshadri Raj Chief Commercial Pmts Officer May 29 '24 Sale 442.61 3,457 1,530,103 15,183 May 30 04:05 PM Mastercard Foundation 10% Owner May 29 '24 Sale 443.44 110,000 48,777,982 94,331,308 May 30 09:09 AM Mastercard Foundation 10% Owner May 28 '24 Sale 444.04 107,000 47,511,852 94,441,308 May 29 10:45 AM Mastercard Foundation 10% Owner May 24 '24 Sale 451.51 104,000 46,957,217 94,548,308 May 28 10:30 AM Mastercard Foundation 10% Owner May 23 '24 Sale 453.25 104,000 47,138,333 94,652,308 May 24 10:43 AM Vosburg Craig Chief Services Officer May 22 '24 Option Exercise 112.31 9,028 1,013,935 67,968 May 23 04:02 PM Vosburg Craig Chief Services Officer May 22 '24 Sale 459.75 9,028 4,150,607 58,940 May 23 04:02 PM Mastercard Foundation 10% Owner May 22 '24 Sale 458.71 107,000 49,081,949 94,756,308 May 23 09:52 AM Mastercard Foundation 10% Owner May 21 '24 Sale 457.21 108,000 49,378,464 94,863,308 May 23 08:44 AM Mastercard Foundation 10% Owner May 17 '24 Sale 460.20 122,000 56,144,473 94,971,308 May 21 10:14 AM Ling Hai President, AP, Europe, MEA May 16 '24 Option Exercise 90.13 2,892 260,656 24,312 May 20 04:17 PM Ling Hai President, AP, Europe, MEA May 16 '24 Sale 460.00 2,892 1,330,320 21,420 May 20 04:17 PM Mastercard Foundation 10% Owner May 16 '24 Sale 461.68 129,000 59,556,746 95,093,308 May 17 09:04 AM Mastercard Foundation 10% Owner May 15 '24 Sale 456.74 142,000 64,856,881 95,222,308 May 16 01:21 PM Mastercard Foundation 10% Owner May 14 '24 Sale 452.39 141,000 63,786,638 95,364,308 May 15 10:50 AM Mastercard Foundation 10% Owner May 13 '24 Sale 457.45 141,000 64,501,014 95,505,308 May 14 09:49 AM Mastercard Foundation 10% Owner May 10 '24 Sale 456.57 142,000 64,832,585 95,646,308 May 13 09:59 AM Arkell Sandra A Controller May 09 '24 Sale 453.55 200 90,710 3,263 May 10 04:04 PM Mastercard Foundation 10% Owner May 09 '24 Sale 455.04 142,000 64,616,021 95,788,308 May 10 11:39 AM Mastercard Foundation 10% Owner May 08 '24 Sale 452.55 151,000 68,335,201 95,930,308 May 09 09:35 AM Arkell Sandra A Controller May 08 '24 Sale 454.00 300 136,200 3,463 May 08 05:28 PM Arkell Sandra A Controller May 07 '24 Sale 451.76 300 135,528 3,763 May 08 05:28 PM Arkell Sandra A Controller May 06 '24 Sale 447.23 300 134,169 4,063 May 08 05:28 PM Murphy Timothy H Chief Administrative Officer May 06 '24 Sale 447.60 5,241 2,345,868 40,908 May 08 05:28 PM Mastercard Foundation 10% Owner May 07 '24 Sale 451.08 149,000 67,211,650 96,081,308 May 08 11:04 AM Mastercard Foundation 10% Owner May 06 '24 Sale 447.58 147,000 65,794,069 96,230,308 May 07 09:06 AM Mastercard Foundation 10% Owner May 03 '24 Sale 442.14 142,000 62,783,681 96,377,308 May 06 10:42 AM Mastercard Foundation 10% Owner May 02 '24 Sale 440.73 132,000 58,176,664 96,519,308 May 03 11:10 AM Mastercard Foundation 10% Owner May 01 '24 Sale 445.04 116,000 51,624,524 96,651,308 May 02 01:07 PM Mastercard Foundation 10% Owner Apr 26 '24 Sale 462.57 114,000 52,733,003 96,767,308 Apr 29 11:31 AM Mastercard Foundation 10% Owner Apr 25 '24 Sale 461.06 115,000 53,021,854 96,881,308 Apr 26 08:16 AM Mastercard Foundation 10% Owner Apr 24 '24 Sale 462.78 109,000 50,443,184 96,996,308 Apr 25 09:22 AM Mastercard Foundation 10% Owner Apr 23 '24 Sale 461.66 110,000 50,782,699 97,105,308 Apr 24 11:44 AM Mastercard Foundation 10% Owner Apr 22 '24 Sale 457.46 109,000 49,862,955 97,215,308 Apr 23 10:51 AM Mastercard Foundation 10% Owner Apr 19 '24 Sale 454.49 108,000 49,085,222 97,324,308 Apr 22 10:32 AM Mastercard Foundation 10% Owner Apr 18 '24 Sale 457.15 111,000 50,743,173 97,432,308 Apr 19 11:35 AM Mastercard Foundation 10% Owner Mar 21 '24 Sale 487.25 200 97,450 97,543,308 Mar 22 11:31 AM Miebach Michael President & CEO Mar 15 '24 Option Exercise 112.31 7,850 881,634 89,954 Mar 19 04:21 PM Miebach Michael President & CEO Mar 15 '24 Sale 475.46 7,850 3,732,365 82,104 Mar 19 04:21 PM Madabhushi Venkata R Chief Marketing Officer Mar 15 '24 Option Exercise 282.17 16,038 4,525,409 35,243 Mar 19 04:19 PM Madabhushi Venkata R Chief Marketing Officer Mar 15 '24 Sale 475.45 16,038 7,625,295 19,205 Mar 19 04:19 PM
Index - P/E - EPS (ttm) -0.90 Insider Own 16.53% Shs Outstand 60.47M Perf Week -3.07%
Market Cap 2.89B Forward P/E - EPS next Y -2.33 Insider Trans 0.00% Shs Float 52.49M Perf Month 6.87%
Income -54.80M PEG - EPS next Q -0.44 Inst Own 96.72% Short Float 14.79% Perf Quarter 8.44%
Sales 0.00M P/S - EPS this Y -104.72% Inst Trans 0.54% Short Ratio 23.82 Perf Half Y 0.97%
Book/sh 8.28 P/B 5.56 EPS next Y -55.85% ROA -10.42% Short Interest 7.76M Perf Year -7.96%
Cash/sh 8.27 P/C 5.57 EPS next 5Y - ROE -10.85% 52W Range 35.11 - 64.98 Perf YTD -23.80%
Dividend Est. - P/FCF - EPS past 5Y - ROI -10.49% 52W High -29.18% Beta 1.27
Dividend TTM - Quick Ratio 43.71 Sales past 5Y 0.00% Gross Margin - 52W Low 31.07% ATR (14) 2.00
Dividend Ex-Date - Current Ratio 43.71 EPS Y/Y TTM 13.16% Oper. Margin 0.00% RSI (14) 48.45 Volatility 4.35% 4.30%
Employees 50 Debt/Eq 0.01 Sales Y/Y TTM - Profit Margin - Recom 1.40 Target Price 74.00
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -66.45% Payout - Rel Volume 0.35 Prev Close 45.58
Sales Surprise - EPS Surprise -40.85% Sales Q/Q - Earnings Aug 07 BMO Avg Volume 325.84K Price 46.02
SMA20 -2.69% SMA50 1.66% SMA200 -4.55% Trades
Volume 115,077 Change 0.97%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-26-24 Downgrade Wolfe Research
Outperform → Peer Perform
Jun-25-24 Initiated Oppenheimer
Outperform
$104
Apr-02-24 Initiated Goldman
Neutral
$62
Feb-15-24 Initiated Wolfe Research
Outperform
$77
Dec-08-23 Initiated Citigroup
Buy
$72
Nov-02-23 Initiated Stifel
Buy
$74
Sep-14-23 Downgrade Bryan Garnier
Buy → Neutral
Aug-31-23 Initiated Needham
Buy
$76
Jun-15-23 Initiated Barclays
Equal Weight
$28
May-01-23 Initiated Guggenheim
Buy
$51
Mar-22-23 Initiated Wedbush
Outperform
$33
Mar-09-23 Initiated BTIG Research
Buy
$36
Feb-14-23 Initiated Cantor Fitzgerald
Overweight
$23
Feb-02-23 Initiated Bryan Garnier
Buy
$22
Nov-11-22 Initiated Jefferies
Buy
$16
Aug-25-22 Initiated SVB Leerink
Outperform
$17
Jul-21-22 Initiated H.C. Wainwright
Buy
$28
Jul-07-22 Initiated Cowen
Outperform
Show Previous Ratings
Aug-27-24 08:21PM
Aug-07-24 08:00AM
Jun-10-24 08:00AM
May-16-24 08:00AM
May-07-24 09:02PM
01:53PM
Loading…
01:53PM
10:15AM
08:00AM
Apr-10-24 07:00AM
Mar-11-24 04:25PM
(Investor's Business Daily)
Mar-10-24 12:00PM
Mar-04-24 08:00AM
Mar-01-24 12:38AM
Feb-29-24 08:00AM
Feb-26-24 08:00AM
11:44PM
Loading…
Feb-20-24 11:44PM
Jan-11-24 09:55AM
Jan-10-24 08:42AM
Dec-22-23 03:01PM
Nov-14-23 12:13PM
08:00AM
Nov-06-23 04:03PM
(Investor's Business Daily) -29.11%
+15.98%
09:46AM
(Investor's Business Daily)
Nov-05-23 11:00AM
Oct-26-23 10:33AM
Oct-20-23 01:22PM
Oct-16-23 04:30PM
(Benzinga) +10.72%
-5.20%
04:04PM
(Investor's Business Daily)
10:41AM
(Investor's Business Daily)
Oct-15-23 09:03AM
10:15AM
Loading…
Oct-11-23 10:15AM
Oct-04-23 07:01AM
Sep-27-23 09:24PM
Sep-18-23 05:09PM
(Investor's Business Daily)
Sep-13-23 09:45AM
Sep-12-23 04:07PM
(Investor's Business Daily) +9.88%
11:40AM
Sep-06-23 07:00AM
Sep-01-23 02:00PM
11:30AM
Aug-31-23 09:53AM
08:30AM
Aug-16-23 03:12PM
Aug-15-23 07:00AM
(The Wall Street Journal)
Aug-10-23 07:00AM
Jul-25-23 08:00AM
Jul-14-23 03:38PM
Jul-03-23 09:45AM
Jun-29-23 02:41PM
Jun-28-23 05:00AM
Jun-27-23 06:56PM
Jun-26-23 04:07PM
(Investor's Business Daily) +77.55%
04:01PM
02:36PM
09:01AM
Jun-25-23 09:00AM
May-26-23 08:50AM
May-14-23 09:43AM
May-12-23 07:45AM
May-11-23 08:32AM
May-10-23 08:50AM
May-03-23 06:45AM
Apr-24-23 08:50AM
Apr-19-23 08:16AM
Apr-05-23 12:00PM
Mar-20-23 07:45AM
Feb-14-23 01:02PM
Feb-02-23 08:00AM
Dec-14-22 08:00AM
Nov-14-22 08:00AM
Sep-26-22 10:57AM
08:00AM
Jul-26-22 08:00AM
Jul-25-22 10:11AM
May-12-22 07:00AM
Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Santos da Silva Jorge Chief Executive Officer Feb 27 '24 Sale 55.00 62,810 3,454,550 3,043,619 Feb 29 07:56 PM Santos da Silva Jorge Chief Executive Officer Feb 28 '24 Sale 55.00 56,065 3,083,575 2,987,554 Feb 29 07:56 PM Santos da Silva Jorge Chief Executive Officer Feb 29 '24 Sale 55.89 4,740 264,919 2,982,814 Feb 29 07:56 PM Reich Kristian Chief Scientific Officer Feb 28 '24 Sale 55.00 31,910 1,755,050 2,925,573 Feb 29 07:53 PM Reich Kristian Chief Scientific Officer Feb 27 '24 Sale 55.00 29,491 1,622,005 2,957,483 Feb 29 07:53 PM Reich Kristian Chief Scientific Officer Feb 27 '24 Sale 55.00 29,431 1,618,705 70,071 Feb 29 07:53 PM Reich Kristian Chief Scientific Officer Feb 28 '24 Sale 55.00 28,090 1,544,950 41,981 Feb 29 07:53 PM Santos da Silva Jorge Chief Executive Officer Feb 21 '24 Sale 55.27 1,125 62,179 3,106,429 Feb 23 04:48 PM Reich Kristian Chief Scientific Officer Feb 20 '24 Sale 57.45 10,000 574,500 2,987,483 Feb 22 06:32 PM Reich Kristian Chief Scientific Officer Feb 20 '24 Sale 57.43 10,000 574,300 100,071 Feb 22 06:32 PM Reich Kristian Chief Scientific Officer Feb 21 '24 Sale 55.30 569 31,466 99,502 Feb 22 06:32 PM Reich Kristian Chief Scientific Officer Feb 21 '24 Sale 55.31 509 28,153 2,986,974 Feb 22 06:32 PM Santos da Silva Jorge Chief Executive Officer Feb 15 '24 Sale 60.18 20,000 1,203,600 3,147,554 Feb 20 06:36 PM Santos da Silva Jorge Chief Executive Officer Feb 16 '24 Sale 60.15 20,000 1,203,000 3,127,554 Feb 20 06:36 PM Santos da Silva Jorge Chief Executive Officer Feb 20 '24 Sale 57.44 20,000 1,148,800 3,107,554 Feb 20 06:36 PM Reich Kristian Chief Scientific Officer Feb 14 '24 Sale 62.43 10,000 624,300 130,071 Feb 16 06:02 PM Reich Kristian Chief Scientific Officer Feb 14 '24 Sale 62.42 10,000 624,200 3,017,483 Feb 16 06:02 PM Reich Kristian Chief Scientific Officer Feb 15 '24 Sale 60.17 10,000 601,700 3,007,483 Feb 16 06:02 PM Reich Kristian Chief Scientific Officer Feb 15 '24 Sale 60.16 10,000 601,600 120,071 Feb 16 06:02 PM Reich Kristian Chief Scientific Officer Feb 16 '24 Sale 60.15 10,000 601,500 2,997,483 Feb 16 06:02 PM Reich Kristian Chief Scientific Officer Feb 16 '24 Sale 60.15 10,000 601,500 110,071 Feb 16 06:02 PM Bodenstedt Matthias Chief Financial Officer Dec 19 '23 Sale 59.22 94,736 5,610,266 526,167 Dec 21 04:01 PM Bodenstedt Matthias Chief Financial Officer Dec 20 '23 Sale 58.34 5,264 307,102 520,903 Dec 21 04:01 PM Chen Bihua 10% Owner Oct 05 '23 Buy 59.90 58,839 3,524,297 8,494,151 Oct 10 04:00 PM Chen Bihua 10% Owner Oct 03 '23 Buy 57.25 150,487 8,615,682 8,367,498 Oct 04 05:52 PM Chen Bihua 10% Owner Oct 02 '23 Buy 57.37 74,911 4,297,644 8,217,011 Oct 04 05:52 PM Chen Bihua 10% Owner Oct 04 '23 Buy 57.32 67,814 3,887,017 8,435,312 Oct 04 05:52 PM
Index RUT P/E 406.92 EPS (ttm) 0.16 Insider Own 0.34% Shs Outstand 70.36M Perf Week -4.76%
Market Cap 4.47B Forward P/E 26.22 EPS next Y 2.42 Insider Trans -49.90% Shs Float 70.12M Perf Month 6.55%
Income 13.34M PEG - EPS next Q 0.24 Inst Own 104.83% Short Float 6.49% Perf Quarter 16.43%
Sales 969.13M P/S 4.61 EPS this Y 629.37% Inst Trans 0.91% Short Ratio 7.42 Perf Half Y 21.61%
Book/sh 5.08 P/B 12.49 EPS next Y 128.64% ROA 1.29% Short Interest 4.55M Perf Year 39.21%
Cash/sh 2.15 P/C 29.53 EPS next 5Y -4.70% ROE 3.57% 52W Range 38.58 - 70.00 Perf YTD 13.09%
Dividend Est. 2.45 (3.86%) P/FCF 22.71 EPS past 5Y - ROI 2.40% 52W High -9.31% Beta 1.33
Dividend TTM 2.40 (3.78%) Quick Ratio - Sales past 5Y 5.32% Gross Margin - 52W Low 64.54% ATR (14) 1.82
Dividend Ex-Date Aug 05, 2024 Current Ratio - EPS Y/Y TTM -68.60% Oper. Margin -0.36% RSI (14) 46.68 Volatility 2.91% 2.35%
Employees 1161 Debt/Eq 0.59 Sales Y/Y TTM 19.89% Profit Margin 1.38% Recom 3.75 Target Price 57.17
Option/Short Yes / Yes LT Debt/Eq 0.55 EPS Q/Q 199.31% Payout - Rel Volume 1.87 Prev Close 65.29
Sales Surprise 16.10% EPS Surprise 70.94% Sales Q/Q 47.10% Earnings Jul 24 AMC Avg Volume 613.51K Price 63.48
SMA20 -1.72% SMA50 0.85% SMA200 13.10% Trades
Volume 1,150,156 Change -2.77%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-13-24 Upgrade Goldman
Sell → Neutral
$53 → $58
Jan-29-24 Resumed Keefe Bruyette
Mkt Perform
$56
Jan-11-23 Downgrade Goldman
Neutral → Sell
$40 → $37
Nov-03-22 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$40 → $37
Sep-23-22 Downgrade UBS
Neutral → Sell
$43 → $35
Jul-18-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$53 → $36
Jul-11-22 Downgrade Wolfe Research
Peer Perform → Underperform
$42
Jul-06-22 Downgrade UBS
Buy → Neutral
$54 → $40
Apr-28-22 Downgrade Piper Sandler
Overweight → Neutral
$52 → $50
Apr-06-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$57
Feb-11-22 Upgrade Piper Sandler
Neutral → Overweight
$78 → $70
Jan-06-22 Upgrade Goldman
Sell → Neutral
$68 → $65
Dec-17-21 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$77
Jun-17-21 Upgrade Wolfe Research
Underperform → Peer Perform
$63
Apr-09-21 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Jan-07-21 Upgrade JP Morgan
Underweight → Neutral
$50
Jan-05-21 Upgrade UBS
Neutral → Buy
$40 → $56
Dec-16-20 Initiated Seaport Global Securities
Neutral
Oct-09-20 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$40
Oct-02-20 Upgrade UBS
Sell → Neutral
$38
Show Previous Ratings
Jul-25-24 10:41AM
Jul-24-24 06:10PM
05:06PM
(Associated Press Finance)
04:15PM
Jul-21-24 08:00AM
10:00AM
Loading…
Jul-17-24 10:00AM
Jul-10-24 04:15PM
Jul-09-24 03:14PM
Jun-25-24 08:48AM
06:05AM
Jun-21-24 12:11PM
Jun-10-24 11:13PM
08:09AM
May-30-24 12:34AM
May-24-24 11:31AM
03:18AM
Loading…
May-15-24 03:18AM
03:10AM
May-13-24 05:36PM
04:14PM
03:48AM
May-11-24 03:09AM
May-03-24 01:08PM
11:36AM
09:42AM
May-01-24 05:02PM
Apr-26-24 08:21AM
Apr-25-24 07:03AM
(Thomson Reuters StreetEvents) -6.91%
07:00AM
04:58AM
03:24AM
05:38PM
Loading…
Apr-24-24 05:38PM
04:57PM
(Associated Press Finance)
04:15PM
Apr-17-24 10:01AM
Apr-10-24 10:24AM
Apr-04-24 09:19AM
Apr-03-24 04:15PM
Mar-18-24 11:26AM
Mar-08-24 11:30AM
Mar-01-24 11:35PM
Feb-28-24 09:00AM
Feb-24-24 03:09AM
Feb-21-24 11:52PM
Feb-20-24 06:58AM
Feb-19-24 01:03AM
Feb-18-24 05:32AM
Feb-08-24 09:10AM
09:00AM
Feb-07-24 06:50PM
05:58PM
(Associated Press Finance)
04:41PM
04:15PM
Jan-31-24 10:00AM
Jan-25-24 09:36PM
Jan-18-24 07:36AM
Jan-17-24 04:15PM
04:11AM
Dec-14-23 06:33AM
Dec-08-23 08:30PM
Dec-06-23 03:30PM
Nov-29-23 04:15PM
Nov-14-23 05:03AM
Nov-10-23 05:30PM
Nov-08-23 10:04PM
(Thomson Reuters StreetEvents)
Nov-06-23 03:08AM
Nov-03-23 11:16AM
08:34AM
Nov-02-23 05:58PM
05:25PM
(Associated Press Finance)
04:15PM
Oct-31-23 10:01AM
Oct-26-23 10:02AM
08:15AM
Oct-23-23 11:44AM
Oct-18-23 08:50AM
Oct-17-23 01:48AM
01:36AM
Oct-12-23 04:15PM
Oct-10-23 12:50AM
Oct-09-23 04:41PM
Sep-28-23 11:46AM
Sep-07-23 11:00AM
10:22AM
Aug-14-23 08:00AM
Aug-08-23 03:21PM
(The Wall Street Journal)
03:02PM
Jul-27-23 11:09AM
10:32AM
(Thomson Reuters StreetEvents)
08:31AM
Jul-26-23 07:15PM
06:03PM
04:15PM
Jul-24-23 09:10AM
Jul-20-23 10:02AM
Jul-19-23 10:01AM
Jul-18-23 05:15PM
09:55AM
Jul-11-23 10:00AM
Jul-05-23 04:15PM
Jun-07-23 04:15PM
Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shropshire Kenneth Director Jul 31 '24 Sale 69.29 495 34,299 9,372 Aug 02 06:45 PM Pilcher Ciafone Katherine Chief Operating Officer Jul 30 '24 Sale 68.88 3,666 252,514 0 Aug 02 06:44 PM MOELIS KENNETH Chairman, CEO Jul 30 '24 Sale 68.87 93,506 6,439,758 6,494 Aug 02 06:42 PM MOELIS KENNETH Chairman, CEO Jul 31 '24 Sale 69.16 6,494 449,125 0 Aug 02 06:42 PM MOELIS KENNETH Chairman, CEO Jul 30 '24 Sale 68.87 5,308 365,562 86 Aug 02 06:42 PM KATHERINE PILCHER CIAFONE Officer Jul 30 '24 Proposed Sale 68.88 3,666 252,512 Jul 30 04:28 PM KEN D MOELIS Officer Jul 30 '24 Proposed Sale 68.87 105,308 7,252,278 Jul 30 04:21 PM SIMON JOSEPH Chief Financial Officer Jul 25 '24 Sale 64.00 6,723 430,272 0 Jul 29 07:20 PM MAHMOODZADEGAN NAVID Co-President, MD May 13 '24 Sale 54.92 44,980 2,470,302 0 May 14 07:06 PM MOELIS KENNETH Chairman, CEO May 09 '24 Sale 53.98 40,000 2,159,200 42,441 May 10 07:04 PM MOELIS KENNETH Chairman, CEO May 10 '24 Sale 54.11 37,102 2,007,589 5,339 May 10 07:04 PM MOELIS KENNETH Chairman, CEO Feb 29 '24 Sale 54.11 75,000 4,058,250 86,441 Mar 01 05:59 PM MOELIS KENNETH Chairman, CEO Mar 01 '24 Sale 54.08 4,000 216,320 82,441 Mar 01 05:59 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 29 '24 Sale 54.11 50,772 2,747,273 64,463 Mar 01 05:58 PM MAHMOODZADEGAN NAVID Co-President, MD Mar 01 '24 Sale 53.88 19,483 1,049,744 44,980 Mar 01 05:58 PM SIMON JOSEPH Chief Financial Officer Feb 29 '24 Sale 54.13 8,573 464,056 0 Mar 01 05:56 PM RAICH JEFFREY Co-President, MD Feb 29 '24 Sale 54.23 44,710 2,424,623 0 Mar 01 05:54 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 52.60 85,900 4,518,340 125,637 Feb 23 08:06 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 22 '24 Sale 54.92 10,402 571,278 115,235 Feb 23 08:06 PM SIMON JOSEPH Chief Financial Officer Feb 21 '24 Sale 52.60 8,149 428,637 8,573 Feb 23 08:04 PM RAICH JEFFREY Co-President, MD Feb 23 '24 Sale 54.62 45,093 2,462,980 44,710 Feb 23 08:03 PM RAICH JEFFREY Co-President, MD Feb 21 '24 Sale 52.60 39,781 2,092,481 89,803 Feb 23 08:03 PM Callesano Christopher Principal Accounting Officer Feb 21 '24 Sale 52.60 1,144 60,174 885 Feb 23 07:59 PM MOELIS KENNETH Chairman, CEO Feb 21 '24 Sale 52.60 128,277 6,747,370 161,810 Feb 23 07:52 PM MOELIS KENNETH Chairman, CEO Feb 23 '24 Sale 55.00 400 22,000 161,441 Feb 23 07:52 PM Cantor Eric Vice Chairman, MD Feb 21 '24 Sale 52.60 17,857 939,278 195,863 Feb 23 07:50 PM WATANABE OSAMU R. General Counsel, Secretary Feb 21 '24 Sale 52.60 7,685 404,231 6,000 Feb 23 07:35 PM WATANABE OSAMU R. General Counsel, Secretary Feb 23 '24 Sale 54.38 5,869 319,156 131 Feb 23 07:35 PM Pilcher Ciafone Katherine Chief Operating Officer Feb 21 '24 Sale 52.60 4,798 252,375 3,666 Feb 23 07:34 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 20 '24 Sale 55.29 25,642 1,417,746 54,217 Feb 21 06:24 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 16 '24 Sale 55.82 20,001 1,116,456 79,859 Feb 21 06:24 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 54.68 20,311 1,110,605 33,906 Feb 21 06:24 PM SIMON JOSEPH Chief Financial Officer Feb 09 '24 Sale 54.70 10,720 586,428 0 Feb 13 06:08 PM Callesano Christopher Principal Accounting Officer Feb 08 '24 Sale 53.59 1,040 55,734 0 Feb 12 06:40 PM MOELIS KENNETH Chairman, CEO Nov 10 '23 Sale 41.57 50,000 2,078,500 24,983 Nov 13 07:54 PM MOELIS KENNETH Chairman, CEO Nov 09 '23 Sale 42.20 23,388 986,974 74,983 Nov 13 07:54 PM MOELIS KENNETH Chairman, CEO Nov 13 '23 Sale 41.66 19,675 819,660 5,308 Nov 13 07:54 PM
Index RUT P/E - EPS (ttm) -28.75 Insider Own 49.87% Shs Outstand 12.73M Perf Week -4.02%
Market Cap 51.84M Forward P/E - EPS next Y -1.52 Insider Trans 0.00% Shs Float 7.78M Perf Month -7.73%
Income -366.32M PEG - EPS next Q 2.07 Inst Own 37.17% Short Float 11.74% Perf Quarter -21.60%
Sales 1.01B P/S 0.05 EPS this Y 70.97% Inst Trans 186.59% Short Ratio 8.85 Perf Half Y -56.05%
Book/sh 1.61 P/B 2.08 EPS next Y 78.57% ROA -31.52% Short Interest 0.91M Perf Year -70.15%
Cash/sh 29.32 P/C 0.11 EPS next 5Y -2.96% ROE -171.57% 52W Range 2.07 - 13.00 Perf YTD -59.27%
Dividend Est. - P/FCF - EPS past 5Y - ROI -345.63% 52W High -74.31% Beta 0.56
Dividend TTM - Quick Ratio 0.80 Sales past 5Y 36.17% Gross Margin 23.69% 52W Low 61.35% ATR (14) 0.37
Dividend Ex-Date - Current Ratio 0.80 EPS Y/Y TTM -87.44% Oper. Margin -7.76% RSI (14) 49.28 Volatility 7.68% 16.10%
Employees 6400 Debt/Eq 3.64 Sales Y/Y TTM -14.84% Profit Margin -36.09% Recom 2.75 Target Price 5.00
Option/Short No / Yes LT Debt/Eq 3.24 EPS Q/Q -127.57% Payout - Rel Volume 0.33 Prev Close 3.31
Sales Surprise 0.10% EPS Surprise 65.62% Sales Q/Q -18.26% Earnings Aug 08 AMC Avg Volume 103.24K Price 3.34
SMA20 9.97% SMA50 -11.67% SMA200 -46.21% Trades
Volume 33,844 Change 0.91%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-29-24 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Oct-17-23 Resumed Goldman
Neutral
$33 → $11
Mar-15-23 Downgrade Oppenheimer
Outperform → Perform
Nov-10-22 Downgrade JP Morgan
Overweight → Neutral
Oct-03-22 Initiated Deutsche Bank
Hold
$3
Jun-09-22 Resumed JMP Securities
Mkt Outperform
$12 → $6.50
Feb-16-22 Initiated JP Morgan
Overweight
$10
Jan-31-22 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-22 Initiated Oppenheimer
Outperform
$12
Aug-08-24 04:06PM
(Business Wire) +9.39%
-39.65%
04:05PM
Jul-30-24 04:05PM
May-11-24 08:51AM
May-10-24 12:41PM
12:21PM
Loading…
12:21PM
May-09-24 10:54PM
06:20PM
04:05PM
11:19AM
Apr-25-24 04:05PM
Mar-11-24 09:35AM
Mar-05-24 12:00PM
Feb-29-24 11:31AM
Feb-28-24 04:25PM
04:05PM
Loading…
04:05PM
Feb-14-24 08:00AM
Jan-31-24 08:03AM
Nov-30-23 09:02AM
Nov-09-23 03:33PM
Nov-07-23 04:05PM
(Business Wire) +5.53%
-14.05%
Oct-24-23 08:00AM
Sep-06-23 04:45PM
Aug-08-23 04:05PM
Jul-25-23 08:00AM
May-09-23 10:41PM
04:05PM
04:05PM
Apr-25-23 08:00AM
Apr-13-23 04:05PM
(Business Wire) +5.75%
-8.78%
09:00AM
Loading…
Mar-30-23 09:00AM
Mar-20-23 02:30AM
Mar-14-23 07:05PM
04:05PM
Feb-28-23 08:00AM
Feb-07-23 02:21PM
(American City Business Journals)
Nov-10-22 09:00AM
Nov-09-22 04:05PM
Nov-03-22 09:00AM
Oct-26-22 08:00AM
Oct-19-22 08:00AM
Oct-12-22 09:00AM
Sep-07-22 04:05PM
(Business Wire) -8.44%
+7.05%
Sep-01-22 09:00AM
Aug-24-22 08:42PM
(American City Business Journals)
+5.98%
08:00AM
Aug-23-22 09:50AM
(American City Business Journals)
Aug-10-22 05:23PM
(American City Business Journals) +10.95%
+33.22%
04:05PM
Jul-27-22 08:00AM
Jul-26-22 09:00AM
Jul-15-22 08:00PM
Jun-29-22 09:32AM
Jun-28-22 09:00AM
Jun-19-22 08:14AM
Jun-16-22 05:48PM
(American City Business Journals)
+10.69%
Jun-14-22 06:06PM
(American City Business Journals)
Jun-13-22 11:37AM
(American City Business Journals) -11.30%
11:37AM
(American City Business Journals)
May-18-22 04:05PM
May-14-22 09:20AM
May-13-22 02:01PM
May-11-22 04:05PM
(Business Wire) -9.17%
-14.10%
May-05-22 06:06PM
(American City Business Journals) -7.24%
-9.75%
09:00AM
Apr-27-22 04:05PM
Apr-21-22 09:00AM
Mar-16-22 06:08PM
(American City Business Journals) +5.74%
+13.88%
04:05PM
Mar-10-22 09:00AM
Mar-02-22 09:00AM
Feb-25-22 10:47AM
(American City Business Journals) +6.00%
Feb-24-22 11:41AM
(American City Business Journals)
09:00AM
Feb-22-22 01:21PM
Feb-18-22 10:50AM
(American City Business Journals)
Feb-10-22 09:00AM
Feb-02-22 09:11AM
Jan-28-22 12:32PM
Jan-25-22 09:00AM
Jan-04-22 08:00AM
Dec-16-21 09:00AM
Dec-14-21 11:25AM
(American City Business Journals) -6.82%
Dec-13-21 07:30AM
Dec-08-21 03:21PM
08:54AM
Dec-07-21 04:31PM
(American City Business Journals)
Dec-06-21 09:15PM
Vacasa, Inc. engages in the provision of a vertically integrated vacation rental management platform. The firm is also involved in supplying the short-term rental market and in a growing homeowner base. The company was founded on July 1, 2021 and is headquartered in Portland, OR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mossytree Inc. 10% Owner Feb 15 '24 Sale 8.52 412,500 3,515,800 300,005 Feb 20 10:41 AM Mossytree Inc. 10% Owner Feb 16 '24 Sale 9.19 12,500 114,935 287,505 Feb 20 10:41 AM Mossytree Inc. 10% Owner Feb 12 '24 Option Exercise 0.00 550,000 0 736,512 Feb 14 08:02 PM Mossytree Inc. 10% Owner Feb 14 '24 Sale 9.24 12,500 115,451 712,505 Feb 14 08:02 PM Mossytree Inc. 10% Owner Feb 13 '24 Sale 9.08 11,507 104,507 725,005 Feb 14 08:02 PM Mossytree Inc. 10% Owner Feb 12 '24 Sale 9.26 12,500 115,724 186,512 Feb 12 05:39 PM Mossytree Inc. 10% Owner Feb 08 '24 Sale 9.09 7,400 67,282 206,412 Feb 12 05:39 PM Mossytree Inc. 10% Owner Feb 09 '24 Sale 9.01 7,400 66,638 199,012 Feb 12 05:39 PM Mossytree Inc. 10% Owner Feb 07 '24 Sale 9.05 7,400 66,984 213,812 Feb 07 06:54 PM Mossytree Inc. 10% Owner Feb 05 '24 Sale 8.97 7,400 66,400 228,612 Feb 07 06:54 PM Mossytree Inc. 10% Owner Feb 06 '24 Sale 8.96 7,400 66,333 221,212 Feb 07 06:54 PM Mossytree Inc. 10% Owner Jan 29 '24 Option Exercise 0.00 175,000 0 236,012 Jan 31 01:55 PM Mossytree Inc. 10% Owner Jan 23 '24 Sale 7.57 5,000 37,850 71,012 Jan 23 08:38 PM Mossytree Inc. 10% Owner Jan 04 '24 Sale 7.82 5,000 39,100 78,006 Jan 08 06:31 PM Mossytree Inc. 10% Owner Jan 05 '24 Sale 7.87 1,993 15,685 76,013 Jan 08 06:31 PM Mossytree Inc. 10% Owner Jan 02 '24 Sale 8.10 10,000 81,000 93,006 Jan 03 05:39 PM Mossytree Inc. 10% Owner Jan 03 '24 Sale 7.89 10,000 78,900 83,006 Jan 03 05:39 PM Mossytree Inc. 10% Owner Dec 29 '23 Sale 8.05 5,000 40,250 103,006 Jan 03 05:39 PM Mossytree Inc. 10% Owner Dec 26 '23 Option Exercise 0.00 100,000 0 123,006 Dec 28 04:15 PM Mossytree Inc. 10% Owner Dec 26 '23 Sale 8.10 5,000 40,500 118,006 Dec 28 04:15 PM Mossytree Inc. 10% Owner Dec 28 '23 Sale 7.94 5,000 39,700 108,006 Dec 28 04:15 PM Mossytree Inc. 10% Owner Dec 27 '23 Sale 7.93 5,000 39,650 113,006 Dec 28 04:15 PM Mossytree Inc. 10% Owner Dec 22 '23 Sale 7.94 5,000 39,700 23,006 Dec 22 04:27 PM Mossytree Inc. 10% Owner Dec 20 '23 Sale 7.84 5,000 39,200 33,006 Dec 22 04:27 PM Mossytree Inc. 10% Owner Dec 21 '23 Sale 7.81 5,000 39,050 28,006 Dec 22 04:27 PM Mossytree Inc. 10% Owner Dec 19 '23 Sale 7.52 5,000 37,600 38,006 Dec 19 06:29 PM Mossytree Inc. 10% Owner Dec 15 '23 Sale 7.27 5,000 36,350 43,006 Dec 19 06:29 PM Greyber Robert Winston Chief Executive Officer Sep 26 '23 Sale 9.33 6,363 59,367 135,398 Dec 12 07:30 PM Greyber Robert Winston Chief Executive Officer Dec 08 '23 Sale 6.92 1,662 11,501 133,736 Dec 12 07:30 PM Banczak John Chief Operating Officer Sep 26 '23 Sale 9.33 97 905 154,759 Dec 12 07:29 PM Banczak John Chief Operating Officer Dec 08 '23 Sale 6.92 121 837 154,638 Dec 12 07:29 PM Mossytree Inc. 10% Owner Dec 04 '23 Sale 8.10 5,000 40,500 58,006 Dec 06 04:42 PM Mossytree Inc. 10% Owner Dec 06 '23 Sale 7.81 5,000 39,050 48,006 Dec 06 04:42 PM Mossytree Inc. 10% Owner Dec 05 '23 Sale 7.75 5,000 38,750 53,006 Dec 06 04:42 PM Mossytree Inc. 10% Owner Nov 22 '23 Option Exercise 0.00 50,000 0 73,006 Dec 01 05:23 PM Mossytree Inc. 10% Owner Dec 01 '23 Sale 8.22 5,000 41,100 63,006 Dec 01 05:23 PM Mossytree Inc. 10% Owner Nov 30 '23 Sale 7.78 5,000 38,900 68,006 Dec 01 05:23 PM Greyber Robert Winston Chief Executive Officer Nov 20 '23 Sale 7.78 719 5,594 141,761 Nov 22 04:05 PM Larsen Tad K Chief Accounting Officer Nov 20 '23 Sale 7.78 254 1,976 16,585 Nov 22 04:03 PM Mossytree Inc. 10% Owner Nov 17 '23 Sale 8.00 411 3,288 23,006 Nov 21 02:47 PM Mossytree Inc. 10% Owner Nov 15 '23 Sale 8.40 5,000 42,000 28,417 Nov 17 11:02 AM Mossytree Inc. 10% Owner Nov 16 '23 Sale 7.89 5,000 39,450 23,417 Nov 17 11:02 AM Mossytree Inc. 10% Owner Nov 08 '23 Sale 8.95 5,000 44,750 38,417 Nov 13 04:01 PM Mossytree Inc. 10% Owner Nov 09 '23 Sale 8.07 5,000 40,350 33,417 Nov 13 04:01 PM
Index RUT P/E 11.66 EPS (ttm) 0.89 Insider Own 3.97% Shs Outstand 146.86M Perf Week -4.41%
Market Cap 1.51B Forward P/E 12.29 EPS next Y 0.85 Insider Trans -0.60% Shs Float 139.56M Perf Month -7.47%
Income 131.10M PEG - EPS next Q 0.21 Inst Own 115.36% Short Float 14.93% Perf Quarter -19.74%
Sales 1.05B P/S 1.45 EPS this Y -10.47% Inst Trans 0.37% Short Ratio 8.65 Perf Half Y -31.11%
Book/sh 3.83 P/B 2.72 EPS next Y 0.67% ROA 9.99% Short Interest 20.83M Perf Year -0.10%
Cash/sh 0.76 P/C 13.74 EPS next 5Y - ROE 26.24% 52W Range 9.16 - 15.86 Perf YTD -20.23%
Dividend Est. - P/FCF 9.56 EPS past 5Y - ROI 11.02% 52W High -34.36% Beta 0.90
Dividend TTM - Quick Ratio 2.47 Sales past 5Y 10.13% Gross Margin 40.15% 52W Low 13.58% ATR (14) 0.41
Dividend Ex-Date - Current Ratio 2.82 EPS Y/Y TTM 2.45% Oper. Margin 22.80% RSI (14) 33.84 Volatility 2.93% 3.28%
Employees 1864 Debt/Eq 1.16 Sales Y/Y TTM -1.70% Profit Margin 12.53% Recom 1.67 Target Price 14.20
Option/Short Yes / Yes LT Debt/Eq 1.14 EPS Q/Q -25.20% Payout 0.00% Rel Volume 1.06 Prev Close 10.41
Sales Surprise -11.95% EPS Surprise -29.66% Sales Q/Q -8.21% Earnings Aug 07 BMO Avg Volume 2.41M Price 10.41
SMA20 -3.18% SMA50 -15.00% SMA200 -22.03% Trades
Volume 2,562,584 Change 0.00%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-12-24 Downgrade Wolfe Research
Outperform → Peer Perform
Apr-15-24 Initiated Jefferies
Buy
$20
Jul-24-23 Initiated Wolfe Research
Outperform
$14
Sep-06-22 Initiated CJS Securities
Market Outperform
$15
Jan-26-22 Initiated The Benchmark Company
Buy
$18
Dec-09-21 Initiated Stifel
Buy
$17
Dec-07-21 Initiated UBS
Neutral
$14
Sep-30-21 Initiated Morgan Stanley
Equal-Weight
$14
Aug-20-21 Initiated KeyBanc Capital Markets
Overweight
$18
Aug-23-24 04:18AM
Aug-13-24 04:20AM
Aug-07-24 08:05AM
07:25AM
06:55AM
11:31PM
Loading…
Jul-30-24 11:31PM
Jul-23-24 06:55AM
Jul-17-24 11:21AM
Jul-16-24 06:55AM
Jul-07-24 02:00PM
Jun-24-24 06:00AM
Jun-16-24 12:08PM
12:00PM
Jun-12-24 07:02PM
May-29-24 09:55AM
01:05PM
Loading…
May-21-24 01:05PM
May-20-24 06:55AM
May-14-24 04:35PM
May-10-24 01:25PM
01:20PM
12:06PM
May-09-24 11:58AM
08:05AM
06:55AM
May-02-24 10:01AM
Apr-30-24 04:15PM
Apr-29-24 10:26AM
Apr-25-24 06:55AM
Apr-18-24 04:10PM
Apr-03-24 09:31AM
06:55AM
Loading…
Apr-02-24 06:55AM
Mar-22-24 06:50AM
Mar-12-24 06:55AM
Feb-29-24 10:48AM
10:42AM
Feb-28-24 07:12AM
06:55AM
Feb-14-24 06:55AM
Jan-31-24 08:03PM
Jan-18-24 07:00AM
Jan-17-24 08:54AM
Jan-16-24 06:55AM
Jan-02-24 07:00AM
Dec-22-23 06:35PM
Dec-19-23 07:00AM
Nov-07-23 09:35AM
12:59AM
(Thomson Reuters StreetEvents)
Nov-06-23 08:11AM
06:55AM
Oct-23-23 07:00AM
Oct-12-23 10:28AM
Oct-11-23 10:32AM
Sep-20-23 03:02PM
Sep-06-23 10:40AM
Sep-05-23 03:50PM
Sep-04-23 09:55AM
Aug-23-23 07:00AM
Aug-18-23 09:55AM
Aug-17-23 12:00PM
Aug-15-23 03:03PM
Aug-11-23 12:39PM
10:08AM
12:09AM
(Thomson Reuters StreetEvents)
Aug-10-23 08:05AM
06:55AM
Aug-04-23 07:00AM
Jul-27-23 07:00AM
Jul-26-23 09:30AM
Jul-12-23 08:21AM
Jul-05-23 07:00AM
Jun-28-23 06:46AM
Jun-20-23 03:58AM
Jun-16-23 07:00AM
May-30-23 08:30AM
May-18-23 12:18PM
May-11-23 08:25AM
07:00AM
May-09-23 08:55AM
May-03-23 08:55AM
Apr-27-23 07:00AM
Apr-03-23 07:00AM
Apr-01-23 08:19AM
Mar-20-23 03:30AM
Mar-16-23 08:25AM
07:00AM
Mar-14-23 05:55PM
Mar-06-23 07:00AM
Mar-04-23 07:56AM
Feb-21-23 07:00AM
Feb-01-23 05:59AM
Jan-25-23 07:00AM
Jan-18-23 05:03AM
Jan-09-23 07:00AM
Jan-04-23 07:00AM
Dec-30-22 05:05AM
Dec-09-22 10:26AM
Nov-30-22 09:55AM
Nov-14-22 12:00PM
09:55AM
Nov-10-22 08:15AM
Janus International Group, Inc. engages in the manufacture, supply, and provision of turn-key self-storage, commercial, and industrial building solutions. It operates through the Janus North America and Janus International segments. The Janus North America segment manufactures and installs steel roll-up doors and steel structures throughout the United States and the world. The Janus International segment produces and provides similar products and services with the exception of building components as Janus North America but focused on the self-storage industry in Europe. The company was founded by David Curtis in 2002 and is headquartered in Temple, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Frayser Peter Chief Commercial Officer Jul 29 '24 Sale 15.00 15,000 225,015 217,805 Jul 30 04:06 PM Frayser Peter Chief Commercial Officer Jun 12 '24 Sale 13.53 20,000 270,506 232,805 Jun 12 04:44 PM Nettie Norman V Vice President, Manufacturing Feb 15 '24 Sale 15.27 90,000 1,374,219 285,786 Feb 16 05:28 PM Jackson Ramey Pierce Chief Executive Officer Feb 16 '24 Sale 15.44 125,000 1,929,425 439,510 Feb 16 05:26 PM Jackson Ramey Pierce Chief Executive Officer Feb 15 '24 Sale 15.26 100,000 1,526,000 564,510 Feb 16 05:26 PM Hodges Morgan Executive Vice President Feb 15 '24 Sale 15.26 150,000 2,288,745 203,865 Feb 16 05:24 PM Jackson Ramey Pierce Chief Executive Officer Jan 18 '24 Sale 13.50 77,774 1,050,143 664,510 Jan 18 06:13 PM Nettie Norman V Vice President, Manufacturing Jan 16 '24 Sale 13.99 55,271 773,435 410,515 Jan 17 06:59 PM Nettie Norman V Vice President, Manufacturing Jan 17 '24 Sale 13.78 34,729 478,670 375,786 Jan 17 06:59 PM Jackson Ramey Pierce Chief Executive Officer Jan 17 '24 Sale 13.72 92,035 1,263,006 742,284 Jan 17 06:56 PM Jackson Ramey Pierce Chief Executive Officer Jan 16 '24 Sale 13.99 55,191 772,293 834,319 Jan 17 06:56 PM Hodges Morgan Executive Vice President Jan 16 '24 Sale 13.99 110,605 1,547,757 298,685 Jan 17 06:54 PM Hodges Morgan Executive Vice President Jan 17 '24 Sale 13.85 39,395 545,751 278,865 Jan 17 06:54 PM Jackson Ramey Pierce Chief Executive Officer Dec 15 '23 Sale 11.76 275,000 3,234,455 200,000 Dec 18 06:19 PM Hodges Morgan Executive Vice President Dec 15 '23 Sale 11.76 150,000 1,763,782 353,865 Dec 18 06:16 PM Nettie Norman V Vice President, Manufacturing Dec 15 '23 Sale 11.76 90,000 1,058,382 465,786 Dec 18 06:11 PM CLEARLAKE CAPITAL GROUP, L.P. 10% Owner Dec 14 '23 Sale 10.01 23,044,110 230,620,844 208 Dec 18 04:21 PM CLEARLAKE CAPITAL GROUP, L.P. 10% Owner Dec 15 '23 Sale 11.85 26,548 314,639 0 Dec 18 04:21 PM CLEARLAKE CAPITAL GROUP, L.P. Director Sep 15 '23 Sale 10.50 21,369,007 224,312,603 181,288 Sep 19 04:26 PM
Index S&P 500 P/E 31.52 EPS (ttm) 7.71 Insider Own 0.82% Shs Outstand 181.50M Perf Week -3.08%
Market Cap 44.31B Forward P/E 19.49 EPS next Y 12.47 Insider Trans -0.09% Shs Float 180.80M Perf Month 5.86%
Income 1.42B PEG 3.08 EPS next Q 2.81 Inst Own 94.78% Short Float 1.82% Perf Quarter 10.24%
Sales 15.16B P/S 2.92 EPS this Y 9.81% Inst Trans 0.41% Short Ratio 2.83 Perf Half Y -6.00%
Book/sh 36.83 P/B 6.60 EPS next Y 11.36% ROA 5.43% Short Interest 3.29M Perf Year 11.08%
Cash/sh 9.20 P/C 26.41 EPS next 5Y 10.23% ROE 22.84% 52W Range 167.42 - 261.73 Perf YTD 5.05%
Dividend Est. - P/FCF 24.25 EPS past 5Y 42.42% ROI 7.49% 52W High -7.13% Beta 1.49
Dividend TTM - Quick Ratio 0.85 Sales past 5Y 7.76% Gross Margin 27.57% 52W Low 45.19% ATR (14) 5.42
Dividend Ex-Date - Current Ratio 0.85 EPS Y/Y TTM 32.25% Oper. Margin 13.88% RSI (14) 50.33 Volatility 2.24% 1.94%
Employees 87000 Debt/Eq 2.00 Sales Y/Y TTM 3.45% Profit Margin 9.39% Recom 1.63 Target Price 275.25
Option/Short Yes / Yes LT Debt/Eq 1.83 EPS Q/Q 23.81% Payout 0.00% Rel Volume 0.79 Prev Close 248.14
Sales Surprise 0.65% EPS Surprise 2.94% Sales Q/Q 2.53% Earnings Jul 22 BMO Avg Volume 1.16M Price 243.07
SMA20 -0.45% SMA50 4.05% SMA200 5.77% Trades
Volume 919,808 Change -2.04%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-04-24 Initiated RBC Capital Mkts
Outperform
$275
Jul-24-24 Downgrade Jefferies
Buy → Hold
$266 → $242
Jun-06-24 Initiated Goldman
Buy
$270
Feb-26-24 Initiated Leerink Partners
Outperform
$290
Feb-15-24 Downgrade Guggenheim
Buy → Neutral
Feb-13-24 Initiated BTIG Research
Buy
$285
Nov-02-23 Downgrade Robert W. Baird
Outperform → Neutral
$248 → $202
Sep-06-23 Initiated HSBC Securities
Buy
$260
Mar-17-23 Initiated Truist
Buy
$265
Dec-06-22 Initiated Cowen
Outperform
$251
Nov-17-22 Downgrade Citigroup
Buy → Neutral
$275 → $245
Aug-25-22 Initiated Credit Suisse
Outperform
$300
Jul-15-22 Initiated SVB Leerink
Outperform
$256
May-24-22 Initiated Guggenheim
Buy
$244
Apr-29-22 Upgrade Piper Sandler
Neutral → Overweight
$231 → $255
Apr-25-22 Downgrade Wells Fargo
Overweight → Equal Weight
$235
Aug-05-21 Resumed Credit Suisse
Outperform
$272
Apr-16-21 Upgrade Stephens
Equal-Weight → Overweight
$180 → $250
Mar-08-21 Upgrade KeyBanc Capital Markets
Sector Weight → Overweight
$218
Mar-03-21 Initiated Barclays
Overweight
$220
Show Previous Ratings
Sep-04-24 02:23PM
09:00AM
Aug-29-24 06:24PM
Aug-21-24 04:15PM
11:30AM
10:09AM
Loading…
Aug-16-24 10:09AM
Aug-14-24 09:45AM
Jul-31-24 04:13PM
Jul-29-24 09:15AM
Jul-25-24 06:18PM
Jul-24-24 03:26AM
Jul-23-24 09:40AM
01:49AM
(Thomson Reuters StreetEvents)
01:00AM
Jul-22-24 06:30PM
04:28PM
Loading…
04:28PM
(Investor's Business Daily)
01:47PM
11:25AM
10:37AM
08:15AM
07:11AM
(Associated Press Finance)
07:00AM
Jul-17-24 11:00AM
Jul-16-24 06:28PM
Jul-12-24 06:02AM
Jul-11-24 08:30AM
Jul-08-24 04:15PM
Jul-01-24 08:01AM
Jun-25-24 08:00AM
Jun-18-24 08:49AM
06:13AM
Loading…
06:13AM
(Pharmaceutical Technology)
Jun-13-24 12:23PM
04:32AM
Jun-12-24 08:00AM
Jun-10-24 08:00AM
Jun-06-24 03:07PM
Jun-03-24 06:28PM
May-28-24 06:04AM
May-24-24 11:17AM
May-14-24 08:00AM
May-09-24 04:15PM
May-07-24 06:49AM
May-04-24 09:27AM
May-03-24 12:11PM
11:49AM
11:17AM
11:00AM
10:07AM
09:43AM
09:40AM
09:31AM
08:11AM
07:09AM
03:32AM
01:05AM
12:13AM
(Thomson Reuters StreetEvents)
May-02-24 11:55AM
11:47AM
10:12AM
08:10AM
08:04AM
07:11AM
(Associated Press Finance)
07:00AM
May-01-24 04:30PM
Apr-29-24 10:26AM
09:16AM
Apr-25-24 11:34AM
10:02AM
Apr-24-24 12:34PM
Apr-23-24 09:00AM
Apr-18-24 05:00PM
Apr-17-24 12:00PM
Apr-15-24 04:15PM
Apr-08-24 04:01PM
07:41AM
Apr-04-24 09:40AM
09:08AM
Apr-02-24 11:39AM
Mar-20-24 07:44PM
Mar-15-24 01:38PM
11:30AM
Mar-13-24 12:07PM
Mar-06-24 04:15PM
Feb-27-24 08:00AM
Feb-26-24 08:00AM
Feb-23-24 09:00AM
Feb-21-24 04:15PM
Feb-16-24 12:02AM
Feb-15-24 05:34PM
10:39AM
01:30AM
(Thomson Reuters StreetEvents)
Feb-14-24 06:29PM
(Morningstar Research) +13.10%
01:00PM
09:30AM
08:10AM
07:36AM
07:33AM
07:16AM
(Associated Press Finance)
07:00AM
Feb-09-24 09:26AM
IQVIA Holdings, Inc. engages in the provision of analytics, technology solutions, and clinical research services to the life sciences industry. It operates through the following segments: Technology and Analytics Solutions, Research and Development Solutions, and Contract Sales and Medical Solutions. The Technology and Analytics Solutions segment supplies mission critical information, technology solutions, and real-world solutions and services to the firm's life science clients. The Research and Development Solutions segment provides outsourced clinical research and clinical trial related services. The Contract Sales and Medical Solutions segment offers health care provider and patient engagement services to both biopharmaceutical customers and the healthcare market. The company was founded by Dennis B. Gillings and Gary Koch in 1982 and is headquartered in Durham, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Sherbet Eric See Remarks Aug 27 '24 Sale 246.33 1,300 320,229 19,536 Aug 29 05:02 PM Sherbet Eric Officer Aug 27 '24 Proposed Sale 246.33 1,300 320,229 Aug 27 05:23 PM BOUSBIB ARI See Remarks Mar 01 '24 Option Exercise 65.16 42,847 2,791,911 828,430 Mar 04 05:28 PM BOUSBIB ARI See Remarks Mar 01 '24 Sale 250.53 31,678 7,936,193 796,752 Mar 04 05:28 PM STAUB W RICHARD See Remarks Feb 29 '24 Sale 247.80 14,100 3,494,034 15,945 Mar 04 05:27 PM Knightly Kevin C See Remarks Feb 28 '24 Option Exercise 87.40 13,206 1,154,211 13,858 Mar 01 05:07 PM Knightly Kevin C See Remarks Feb 28 '24 Sale 250.17 8,607 2,153,176 5,251 Mar 01 05:07 PM Sherbet Eric See Remarks Feb 16 '24 Sale 241.50 1,000 241,500 20,836 Feb 21 05:08 PM Knightly Kevin C See Remarks Feb 16 '24 Option Exercise 78.21 12,149 950,173 18,061 Feb 21 05:07 PM Knightly Kevin C See Remarks Feb 16 '24 Sale 241.10 13,468 3,247,165 652 Feb 21 05:07 PM Knightly Kevin C See Remarks Dec 01 '23 Option Exercise 62.26 18,491 1,151,185 20,464 Dec 05 05:01 PM Knightly Kevin C See Remarks Dec 01 '23 Sale 214.03 13,117 2,807,472 7,347 Dec 05 05:01 PM Panagos Constantinos See Remarks Sep 19 '23 Option Exercise 149.45 26,186 3,913,563 40,436 Sep 21 05:01 PM Panagos Constantinos See Remarks Sep 19 '23 Sale 208.67 27,317 5,700,340 14,250 Sep 21 05:01 PM
Index - P/E 42.37 EPS (ttm) 0.52 Insider Own 43.77% Shs Outstand 100.99M Perf Week -3.19%
Market Cap 2.56B Forward P/E 21.23 EPS next Y 1.03 Insider Trans -15.02% Shs Float 65.79M Perf Month 0.05%
Income 56.38M PEG - EPS next Q 0.20 Inst Own 38.23% Short Float 3.99% Perf Quarter -8.47%
Sales 906.72M P/S 2.82 EPS this Y 317.80% Inst Trans -0.89% Short Ratio 5.98 Perf Half Y -17.86%
Book/sh -0.52 P/B - EPS next Y 23.11% ROA 3.21% Short Interest 2.63M Perf Year 0.65%
Cash/sh 0.00 P/C 255549.84 EPS next 5Y -1.00% ROE 47.01% 52W Range 21.06 - 28.47 Perf YTD -4.34%
Dividend Est. 2.10 (9.62% ) P/FCF 101.98 EPS past 5Y - ROI 2.16% 52W High -23.29% Beta 1.24
Dividend TTM 2.10 (9.62% ) Quick Ratio 0.61 Sales past 5Y 8.27% Gross Margin 38.63% 52W Low 3.70% ATR (14) 0.57
Dividend Ex-Date Jul 22, 2024 Current Ratio 1.25 EPS Y/Y TTM 1273.42% Oper. Margin 30.28% RSI (14) 43.29 Volatility 2.16% 2.60%
Employees 822 Debt/Eq 23.20 Sales Y/Y TTM 17.18% Profit Margin 6.22% Recom 3.20 Target Price 25.20
Option/Short Yes / Yes LT Debt/Eq 23.20 EPS Q/Q 99.13% Payout 1031.43% Rel Volume 0.52 Prev Close 22.24
Sales Surprise 0.18% EPS Surprise 24.59% Sales Q/Q 13.72% Earnings Aug 06 BMO Avg Volume 439.81K Price 21.84
SMA20 -0.97% SMA50 -4.44% SMA200 -10.40% Trades
Volume 227,977 Change -1.80%
Date
Action
Analyst
Rating Change
Price Target Change
May-30-24 Upgrade Mizuho
Underperform → Neutral
$23 → $26
Sep-29-23 Downgrade Mizuho
Neutral → Underperform
$22
Jul-27-22 Initiated Mizuho
Neutral
$18
Mar-14-22 Downgrade JP Morgan
Neutral → Underweight
$17
Feb-17-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$16
Jun-05-20 Upgrade UBS
Neutral → Buy
$17
Apr-24-20 Downgrade JP Morgan
Overweight → Neutral
$17 → $12
Mar-17-20 Downgrade B. Riley FBR
Buy → Neutral
$20 → $14
Mar-10-20 Downgrade Raymond James
Outperform → Mkt Perform
Jan-07-20 Downgrade Wells Fargo
Equal Weight → Underweight
$17
Oct-17-19 Downgrade Stifel
Buy → Hold
$18
Apr-04-19 Initiated Stifel
Buy
$18
Jan-03-19 Downgrade UBS
Buy → Neutral
Nov-07-18 Upgrade RBC Capital Mkts
Sector Perform → Outperform
Aug-31-18 Resumed B. Riley FBR
Buy
$21
Mar-05-18 Upgrade Janney
Neutral → Buy
Jan-19-18 Upgrade JP Morgan
Neutral → Overweight
Jan-17-18 Upgrade B. Riley FBR, Inc.
Neutral → Buy
$18 → $21
Dec-19-17 Resumed B. Riley FBR, Inc.
Neutral
$18
Nov-08-17 Reiterated RBC Capital Mkts
Sector Perform
$17 → $18
Show Previous Ratings
Sep-05-24 11:31AM
Sep-02-24 09:50AM
Aug-29-24 04:30PM
Aug-13-24 08:58AM
Aug-08-24 04:30PM
04:42AM
Loading…
Aug-07-24 04:42AM
(Thomson Reuters StreetEvents)
Aug-06-24 07:17AM
(Associated Press Finance)
06:55AM
Jul-19-24 09:45AM
Jul-16-24 09:10AM
Jul-11-24 04:30PM
Jul-05-24 02:44PM
Jul-01-24 10:05AM
Jun-26-24 09:45AM
Jun-19-24 04:30PM
04:30PM
Loading…
Jun-13-24 04:30PM
Jun-10-24 09:45AM
Jun-06-24 11:31AM
May-29-24 04:30PM
May-28-24 09:58AM
May-24-24 09:45AM
May-17-24 04:30PM
May-14-24 08:09AM
May-13-24 07:01PM
May-10-24 12:00PM
May-08-24 10:18AM
09:45AM
03:44AM
01:14AM
(Thomson Reuters StreetEvents)
May-07-24 11:57AM
09:06AM
Loading…
09:06AM
07:03AM
(Associated Press Finance)
06:55AM
Apr-12-24 06:40PM
Apr-11-24 04:30PM
Mar-14-24 11:30AM
Mar-06-24 11:23AM
Mar-04-24 03:13PM
Feb-22-24 06:55AM
Feb-21-24 04:38PM
Feb-14-24 08:32AM
08:14AM
02:51AM
01:26AM
(Thomson Reuters StreetEvents)
Feb-13-24 04:35PM
10:00AM
07:15AM
07:11AM
(Associated Press Finance)
06:55AM
Jan-23-24 04:30PM
Jan-19-24 05:06AM
Jan-11-24 04:30PM
Dec-29-23 06:40PM
Nov-30-23 11:30AM
Nov-21-23 01:03AM
Nov-03-23 08:20AM
Nov-02-23 12:29PM
11:56AM
Nov-01-23 12:29PM
07:52AM
12:52AM
(Thomson Reuters StreetEvents)
Oct-31-23 09:30AM
08:25AM
08:07AM
08:07AM
07:02AM
(Associated Press Finance)
06:55AM
Oct-30-23 09:11AM
07:20AM
07:18AM
Oct-27-23 01:09PM
Oct-25-23 08:15AM
07:09AM
04:49AM
Oct-20-23 07:04AM
Oct-19-23 07:11AM
Oct-18-23 06:43AM
06:42AM
Oct-16-23 12:41PM
07:21AM
07:20AM
Oct-13-23 11:41AM
10:59AM
Oct-12-23 04:37PM
12:00PM
08:21AM
08:08AM
06:51AM
Oct-10-23 09:43AM
09:42AM
Oct-09-23 09:52AM
08:40AM
Oct-06-23 08:11AM
Oct-05-23 07:49AM
Oct-04-23 07:33AM
07:19AM
Oct-03-23 07:09PM
03:05PM
10:00AM
Sep-29-23 09:40AM
USA Compression Partners LP engages in the provision of compression services in terms of total compression fleet horsepower. Its services include processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Eric Dee Long in1998 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LONG ERIC D See Remarks Aug 23 '24 Sale 22.27 21,396 476,489 1,786 Aug 27 07:14 PM LONG ERIC D See Remarks Aug 26 '24 Sale 22.81 1,786 40,739 0 Aug 27 07:14 PM LONG ERIC D Officer Aug 19 '24 Proposed Sale 21.98 23,182 509,550 Aug 19 02:04 PM EIG VETERAN EQUITY AGGREGATOR, Former 10% Owner Jun 14 '24 Sale 23.00 2,776,383 63,856,809 2,754,315 Jun 18 04:15 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jun 10 '24 Sale 24.04 11,175 268,697 5,530,950 Jun 11 06:54 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jun 11 '24 Sale 24.03 252 6,056 5,530,698 Jun 11 06:54 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jun 06 '24 Sale 24.00 2,861 68,674 5,542,125 Jun 06 09:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jun 05 '24 Sale 24.00 1,602 38,448 5,544,986 Jun 06 09:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 31 '24 Sale 24.28 6,591 160,000 5,550,058 Jun 04 05:14 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jun 03 '24 Sale 24.13 3,470 83,744 5,546,588 Jun 04 05:14 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 30 '24 Sale 24.12 3,851 92,903 5,556,649 May 30 06:48 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 29 '24 Sale 24.01 3,071 73,729 5,560,500 May 30 06:48 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 24 '24 Sale 24.01 13,879 333,183 5,571,755 May 28 09:10 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 28 '24 Sale 24.01 8,184 196,485 5,563,571 May 28 09:10 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 22 '24 Sale 24.47 65,432 1,600,997 5,615,347 May 23 06:24 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 23 '24 Sale 24.16 29,713 717,952 5,585,634 May 23 06:24 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 17 '24 Sale 24.29 44,527 1,081,565 5,714,316 May 21 05:14 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 20 '24 Sale 24.76 29,446 728,953 5,684,870 May 21 05:14 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 21 '24 Sale 24.52 4,091 100,302 5,680,779 May 21 05:14 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 15 '24 Sale 24.12 19,388 467,569 5,773,511 May 16 06:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 16 '24 Sale 24.46 14,668 358,800 5,758,843 May 16 06:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 14 '24 Sale 24.26 17,300 419,676 5,792,899 May 14 05:56 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 10 '24 Sale 24.50 10,809 264,860 5,816,871 May 14 05:56 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 13 '24 Sale 24.21 6,672 161,520 5,810,199 May 14 05:56 PM Whitehurst Bradford D. Director May 10 '24 Buy 24.66 10,000 246,600 13,616 May 13 04:30 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 07 '24 Sale 24.87 24,565 610,959 5,857,963 May 09 06:24 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 08 '24 Sale 25.04 20,570 515,007 5,837,393 May 09 06:24 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner May 09 '24 Sale 25.14 9,713 244,201 5,827,680 May 09 06:24 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Apr 04 '24 Sale 25.12 5,889,297 147,939,141 5,882,528 Apr 08 04:16 PM Kimble Sean T See Remarks Mar 13 '24 Sale 27.54 22,918 631,162 50,000 Mar 15 04:40 PM LONG ERIC D See Remarks Feb 27 '24 Sale 24.58 43,725 1,074,760 312,346 Feb 29 05:25 PM LONG ERIC D See Remarks Feb 28 '24 Sale 24.66 5,320 131,191 307,026 Feb 29 05:25 PM LONG ERIC D See Remarks Feb 23 '24 Sale 24.50 9,329 228,560 356,071 Feb 26 09:07 PM LONG ERIC D See Remarks Feb 22 '24 Sale 24.53 6,959 170,704 365,400 Feb 26 09:07 PM LONG ERIC D See Remarks Feb 21 '24 Sale 24.59 96,660 2,376,869 372,359 Feb 21 07:28 PM LONG ERIC D See Remarks Feb 16 '24 Sale 24.54 34,866 855,612 469,019 Feb 21 07:28 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Jan 24 '24 Sale 25.10 1,681,689 42,210,394 0 Jan 26 04:15 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 28 '23 Sale 24.00 793,628 19,047,231 0 Dec 29 04:51 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 26 '23 Sale 24.10 298,441 7,193,144 803,832 Dec 27 05:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 27 '23 Sale 24.16 10,204 246,494 793,628 Dec 27 05:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 21 '23 Sale 25.12 392,317 9,853,826 1,201,429 Dec 22 05:34 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 22 '23 Sale 24.25 99,156 2,404,761 1,102,273 Dec 22 05:34 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 20 '23 Sale 25.18 335,047 8,435,713 1,593,746 Dec 20 06:05 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 19 '23 Sale 24.51 29,531 723,858 1,928,793 Dec 20 06:05 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 18 '23 Sale 24.20 161,321 3,903,500 1,958,324 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 15 '23 Sale 24.25 63,100 1,530,446 2,119,645 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 14 '23 Sale 24.09 43,036 1,036,909 2,182,745 Dec 18 05:31 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 11 '23 Sale 24.06 19,283 463,962 2,225,781 Dec 13 07:47 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 05 '23 Sale 24.02 505 12,128 2,245,064 Dec 06 07:10 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 04 '23 Sale 24.14 18,278 441,280 2,245,569 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 30 '23 Sale 24.11 7,159 172,629 2,270,838 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Dec 01 '23 Sale 24.07 6,991 168,296 2,263,847 Dec 04 05:35 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 28 '23 Sale 24.08 6,980 168,106 2,277,997 Nov 29 07:27 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 27 '23 Sale 24.36 39,643 965,692 2,284,977 Nov 27 06:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 24 '23 Sale 24.41 19,874 485,077 2,324,620 Nov 27 06:03 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 22 '23 Sale 24.29 34,737 843,595 2,344,494 Nov 22 05:11 PM EIG VETERAN EQUITY AGGREGATOR, 10% Owner Nov 21 '23 Sale 24.97 17,626 440,067 2,379,231 Nov 22 05:11 PM EIG VETERAN EQUITY AGGREGATOR, Director Nov 20 '23 Sale 25.63 35,252 903,488 2,396,857 Nov 20 06:55 PM EIG VETERAN EQUITY AGGREGATOR, Director Nov 17 '23 Sale 25.88 3,365 87,086 2,432,109 Nov 20 06:55 PM Porter Christopher W See Remarks Nov 09 '23 Sale 26.03 7,416 193,038 28,572 Nov 13 04:50 PM Porter Christopher W See Remarks Nov 10 '23 Sale 26.07 5,479 142,838 23,093 Nov 13 04:50 PM Porter Christopher W See Remarks Nov 13 '23 Sale 25.99 4,074 105,883 19,019 Nov 13 04:50 PM LONG ERIC D See Remarks Nov 02 '23 Sale 25.70 150,170 3,859,369 386,455 Nov 06 05:54 PM EIG VETERAN EQUITY AGGREGATOR, Director Oct 27 '23 Option Exercise 19.59 8,413,281 164,816,175 8,862,810 Oct 31 04:15 PM
Index S&P 500 P/E 38.26 EPS (ttm) 4.21 Insider Own 0.31% Shs Outstand 1.09B Perf Week -7.11%
Market Cap 174.82B Forward P/E 31.13 EPS next Y 5.18 Insider Trans -1.64% Shs Float 1.08B Perf Month -0.56%
Income 4.64B PEG 1.29 EPS next Q 1.12 Inst Own 80.54% Short Float 0.98% Perf Quarter 0.38%
Sales 61.92B P/S 2.82 EPS this Y 85.97% Inst Trans -3.28% Short Ratio 1.96 Perf Half Y 21.42%
Book/sh 17.15 P/B 9.40 EPS next Y 24.27% ROA 3.22% Short Interest 10.54M Perf Year 79.41%
Cash/sh 14.24 P/C 11.32 EPS next 5Y 29.63% ROE 18.50% 52W Range 84.16 - 177.20 Perf YTD 58.40%
Dividend Est. 0.98 (0.61%) P/FCF 32.15 EPS past 5Y - ROI 12.39% 52W High -9.01% Beta 1.19
Dividend TTM 0.72 (0.45%) Quick Ratio 0.85 Sales past 5Y -6.11% Gross Margin 28.45% 52W Low 91.57% ATR (14) 4.29
Dividend Ex-Date Jul 11, 2024 Current Ratio 1.14 EPS Y/Y TTM -48.45% Oper. Margin 9.33% RSI (14) 39.62 Volatility 3.22% 2.00%
Employees 125000 Debt/Eq 1.12 Sales Y/Y TTM -14.08% Profit Margin 7.49% Recom 1.24 Target Price 196.54
Option/Short Yes / Yes LT Debt/Eq 1.01 EPS Q/Q 4707.66% Payout 3.83% Rel Volume 0.73 Prev Close 163.85
Sales Surprise -2.60% EPS Surprise 21.75% Sales Q/Q -45.53% Earnings Jul 23 BMO Avg Volume 5.39M Price 161.23
SMA20 -4.73% SMA50 -2.53% SMA200 15.73% Trades
Volume 3,953,969 Change -1.60%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-24 Upgrade TD Cowen
Hold → Buy
$175 → $180
Apr-09-24 Resumed Goldman
Buy
$190
Apr-04-24 Initiated Vertical Research
Buy
$160
Mar-27-24 Reiterated Wells Fargo
Overweight
$177 → $200
Mar-08-24 Upgrade JP Morgan
Neutral → Overweight
$166 → $180
Dec-18-23 Resumed RBC Capital Mkts
Outperform
$131 → $150
Dec-15-23 Upgrade Wells Fargo
Equal Weight → Overweight
$115 → $144
Dec-08-23 Resumed Wolfe Research
Outperform
$140
Sep-28-23 Initiated Deutsche Bank
Buy
$141
Jul-31-23 Downgrade Oppenheimer
Outperform → Perform
Jul-17-23 Reiterated Jefferies
Buy
$120 → $130
Apr-26-23 Reiterated RBC Capital Mkts
Outperform
$104 → $113
Apr-26-23 Reiterated JP Morgan
Neutral
$100 → $102
Apr-26-23 Reiterated Citigroup
Buy
$109 → $114
Apr-26-23 Reiterated Barclays
Overweight
$110 → $115
Apr-20-23 Upgrade Jefferies
Hold → Buy
$120
Mar-06-23 Resumed JP Morgan
Neutral
$88
Dec-09-22 Reiterated RBC Capital Mkts
Outperform
$93 → $98
Dec-06-22 Upgrade Oppenheimer
Perform → Outperform
$104
Aug-17-22 Resumed Bernstein
Outperform
$105 → $100
Show Previous Ratings
Sep-05-24 03:17PM
02:07PM
Sep-04-24 07:11PM
12:52PM
Sep-03-24 11:45AM
05:22PM
Loading…
Aug-29-24 05:22PM
01:49PM
(Investor's Business Daily)
Aug-28-24 10:00AM
(The Wall Street Journal)
06:28AM
Aug-27-24 07:15AM
Aug-26-24 12:21PM
04:30AM
Aug-22-24 04:00PM
(Investor's Business Daily)
06:00AM
(The Wall Street Journal)
Aug-21-24 07:00AM
02:00PM
Loading…
Aug-20-24 02:00PM
10:00AM
(Investor's Business Daily)
Aug-16-24 04:01PM
(Investor's Business Daily)
Aug-15-24 10:46AM
Aug-14-24 12:03PM
Aug-12-24 06:45AM
Aug-10-24 05:52PM
11:53AM
Aug-08-24 02:39PM
(Investor's Business Daily)
03:00AM
(Investor's Business Daily)
Aug-07-24 07:45AM
Aug-05-24 08:18PM
08:03AM
Aug-02-24 04:00PM
(Investor's Business Daily) -5.58%
07:35AM
04:40PM
Loading…
Aug-01-24 04:40PM
03:36PM
(Investor's Business Daily)
09:54AM
(Investor's Business Daily)
01:09AM
Jul-31-24 11:21AM
09:50AM
06:30AM
Jul-30-24 11:03AM
Jul-29-24 01:04PM
(The Wall Street Journal)
12:30PM
(Investor's Business Daily)
06:32AM
(The Wall Street Journal)
Jul-27-24 08:00AM
(Investor's Business Daily)
04:36AM
Jul-26-24 06:11PM
04:11AM
Jul-25-24 01:07PM
03:01AM
Jul-24-24 04:29PM
09:01AM
08:53AM
08:01AM
06:50AM
(Associated Press Finance)
04:00AM
03:25AM
01:03AM
Jul-23-24 11:56PM
(Thomson Reuters StreetEvents) +5.68%
07:02PM
06:33PM
04:47PM
(Investor's Business Daily)
04:43PM
(Investor's Business Daily)
04:30PM
02:10PM
01:48PM
01:18PM
12:45PM
12:34PM
12:09PM
10:35AM
10:09AM
08:52AM
07:42AM
07:36AM
07:19AM
07:19AM
07:01AM
(The Wall Street Journal)
07:01AM
(The Wall Street Journal)
Jul-22-24 06:19PM
05:07PM
04:08PM
(Investor's Business Daily)
12:34PM
11:50AM
05:00AM
Jul-21-24 01:00PM
Jul-20-24 11:30AM
Jul-19-24 08:59AM
07:55AM
Jul-18-24 04:55AM
Jul-17-24 09:00AM
Jul-16-24 10:48AM
07:00AM
Jul-15-24 04:18AM
Jul-14-24 05:55AM
Jul-12-24 04:17PM
06:54AM
Jul-11-24 07:42AM
Jul-10-24 04:03PM
(Investor's Business Daily)
03:25PM
Jul-08-24 03:45AM
Jul-07-24 02:00AM
Jul-05-24 06:24AM
GE Aerospace is an American aircraft company, which provides jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. Its portfolio of brands includes Avio Aero, Unison, GE Additive and Dowty Propellers. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Cincinnati, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Stokes Russell Senior Vice President Sep 03 '24 Option Exercise 0.00 75,064 0 188,022 Sep 05 04:26 PM GHAI RAHUL Senior Vice President Sep 01 '24 Option Exercise 0.00 52,487 0 61,208 Sep 04 04:19 PM General Electric Pension Trust Affiliate Aug 14 '24 Proposed Sale 166.87 425,000 70,919,750 Aug 14 08:32 AM Procacci Riccardo Senior Vice President Aug 03 '24 Option Exercise 0.00 10,799 0 24,944 Aug 06 04:09 PM Giglietti Robert M. Vice President Aug 03 '24 Option Exercise 0.00 8,803 0 15,251 Aug 06 04:09 PM Stokes Russell Senior Vice President May 23 '24 Option Exercise 128.97 50,604 6,526,398 158,267 May 24 04:08 PM Stokes Russell Senior Vice President May 23 '24 Sale 162.82 45,309 7,377,211 112,958 May 24 04:08 PM Giglietti Robert M. Vice President May 22 '24 Option Exercise 128.97 5,667 730,873 11,575 May 23 04:21 PM Giglietti Robert M. Vice President May 22 '24 Sale 160.19 5,127 821,294 6,448 May 23 04:21 PM Procacci Riccardo Senior Vice President May 21 '24 Option Exercise 128.97 6,073 783,235 19,609 May 23 04:21 PM Procacci Riccardo Senior Vice President May 21 '24 Sale 159.90 5,464 873,694 14,145 May 23 04:21 PM Timko Thomas S Vice President Mar 01 '24 Option Exercise 0.00 6,770 0 34,838 Mar 05 05:29 PM Strazik Scott Senior Vice President Mar 01 '24 Option Exercise 0.00 11,465 0 115,175 Mar 05 05:28 PM Stokes Russell Senior Vice President Mar 01 '24 Option Exercise 0.00 9,306 0 109,816 Mar 05 05:27 PM Holston Michael J Senior Vice President Mar 01 '24 Option Exercise 0.00 21,123 0 89,221 Mar 05 05:25 PM Cox L Kevin Senior Vice President Mar 01 '24 Option Exercise 0.00 20,519 0 74,853 Mar 05 05:22 PM Cox L Kevin Senior Vice President Feb 25 '24 Option Exercise 0.00 10,376 0 44,250 Feb 27 04:28 PM Holston Michael J Senior Vice President Feb 14 '24 Option Exercise 75.42 30,000 2,262,600 78,339 Feb 16 05:04 PM Holston Michael J Senior Vice President Feb 14 '24 Sale 144.87 22,055 3,195,108 56,284 Feb 16 05:04 PM Holston Michael J Senior Vice President Feb 02 '24 Sale 135.55 13,601 1,843,616 48,339 Feb 05 05:32 PM
Index - P/E 10.63 EPS (ttm) 1.25 Insider Own 28.58% Shs Outstand 540.79M Perf Week -8.37%
Market Cap 9.30B Forward P/E 7.66 EPS next Y 1.73 Insider Trans -20.29% Shs Float 501.28M Perf Month -3.57%
Income 685.05M PEG 0.70 EPS next Q 0.40 Inst Own 76.60% Short Float 5.95% Perf Quarter -13.53%
Sales 4.37B P/S 2.13 EPS this Y 22.94% Inst Trans 1.12% Short Ratio 2.83 Perf Half Y -14.61%
Book/sh 12.36 P/B 1.07 EPS next Y 13.52% ROA 5.63% Short Interest 29.80M Perf Year -5.73%
Cash/sh 0.07 P/C 191.94 EPS next 5Y 15.10% ROE 11.76% 52W Range 11.97 - 17.94 Perf YTD -0.11%
Dividend Est. 0.58 (4.36%) P/FCF 14.53 EPS past 5Y 10.57% ROI 5.57% 52W High -26.15% Beta 4.34
Dividend TTM 0.36 (2.72%) Quick Ratio 0.50 Sales past 5Y 39.65% Gross Margin 43.27% 52W Low 10.69% ATR (14) 0.44
Dividend Ex-Date Aug 19, 2024 Current Ratio 0.50 EPS Y/Y TTM -18.20% Oper. Margin 39.61% RSI (14) 32.27 Volatility 2.96% 2.40%
Employees 461 Debt/Eq 0.48 Sales Y/Y TTM 71.32% Profit Margin 15.68% Recom 1.23 Target Price 20.16
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q 69.46% Payout 16.15% Rel Volume 0.81 Prev Close 13.48
Sales Surprise 0.98% EPS Surprise -4.99% Sales Q/Q 99.89% Earnings Aug 06 AMC Avg Volume 10.54M Price 13.25
SMA20 -7.63% SMA50 -11.85% SMA200 -11.08% Trades
Volume 8,486,111 Change -1.71%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-18-24 Initiated Wolfe Research
Peer Perform
Jul-03-24 Upgrade BMO Capital Markets
Market Perform → Outperform
$21
Jun-14-24 Resumed BofA Securities
Buy
$20
Apr-09-24 Initiated Raymond James
Strong Buy
$24
Jan-05-24 Initiated BofA Securities
Neutral
$15
Nov-15-23 Initiated Wells Fargo
Overweight
$17
Aug-16-23 Upgrade Mizuho
Neutral → Buy
$13 → $16
Jul-13-23 Initiated The Benchmark Company
Buy
$14
Apr-19-23 Initiated UBS
Neutral
$13
Mar-01-23 Upgrade TD Cowen
Market Perform → Outperform
$15
Mar-01-23 Upgrade Cowen
Market Perform → Outperform
$15
Feb-23-23 Resumed ROTH MKM
Buy
$12
Jan-10-23 Initiated Mizuho
Neutral
$13
Oct-26-22 Resumed Citigroup
Buy
$12
Sep-15-22 Upgrade JP Morgan
Neutral → Overweight
$12
Show Previous Ratings
Sep-03-24 06:48AM
Aug-13-24 11:48AM
Aug-06-24 04:05PM
04:03PM
Aug-05-24 06:55AM
03:03PM
Loading…
Aug-02-24 03:03PM
Jul-30-24 10:01AM
Jul-29-24 05:10PM
09:27AM
09:12AM
06:33AM
06:32AM
06:31AM
06:31AM
06:30AM
12:10PM
Loading…
Jul-23-24 12:10PM
Jul-15-24 04:05PM
Jul-11-24 06:00AM
Jul-05-24 07:52AM
Jun-29-24 06:17AM
Jun-22-24 07:48AM
Jun-21-24 01:06PM
Jun-18-24 05:03PM
Jun-06-24 08:37AM
Jun-02-24 06:37AM
May-24-24 06:00PM
May-13-24 09:36AM
06:37AM
May-09-24 04:47PM
12:00PM
08:59PM
Loading…
May-07-24 08:59PM
04:30PM
04:05PM
04:03PM
May-06-24 12:51PM
08:32AM
May-02-24 03:30PM
Apr-30-24 10:01AM
Apr-21-24 09:35AM
Apr-15-24 07:05AM
Mar-06-24 08:38AM
Mar-04-24 09:30AM
06:59AM
Feb-29-24 11:29AM
Feb-27-24 07:30PM
04:05PM
04:03PM
Feb-20-24 10:00AM
Feb-07-24 09:14AM
Feb-01-24 12:30PM
Jan-31-24 04:05PM
Jan-30-24 07:05AM
Dec-19-23 09:22AM
06:35AM
Dec-08-23 08:44AM
Dec-07-23 04:06PM
08:52AM
Nov-07-23 04:05PM
04:03PM
Nov-06-23 08:48AM
Nov-03-23 03:00PM
Nov-01-23 09:30AM
09:26AM
Oct-26-23 05:09AM
Oct-23-23 06:58AM
Oct-11-23 07:05AM
Oct-03-23 08:42AM
Sep-19-23 08:31PM
04:01PM
Sep-06-23 04:25PM
07:31AM
Sep-01-23 06:51PM
Aug-21-23 10:43AM
07:05AM
Aug-02-23 04:05PM
04:03PM
Jul-28-23 07:58AM
Jul-26-23 04:05PM
10:01AM
Jun-09-23 08:36AM
May-08-23 04:05PM
04:03PM
May-03-23 10:00AM
Apr-21-23 07:05AM
Mar-10-23 12:38PM
Mar-07-23 10:47PM
04:03PM
Feb-22-23 04:05PM
04:03PM
Feb-15-23 10:00AM
Feb-08-23 04:05PM
Jan-25-23 08:45AM
Jan-17-23 06:00PM
Jan-06-23 11:42AM
Dec-14-22 08:05AM
Nov-27-22 02:51PM
(The Wall Street Journal)
Nov-17-22 01:25PM
Nov-08-22 07:35PM
04:06PM
04:03PM
Permian Resources Corp. engages in the exploration and production of oil and natural gas. It also focuses on driving sustainable returns through the responsible acquisition, optimization, and development of crude oil. The company was founded on October 6, 2014 and is headquartered in Midland, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shannon Robert Regan EVP, Chief Accounting Officer Sep 03 '24 Sale 13.93 4,822 67,179 61,399 Sep 05 06:28 PM Bell John Charles EVP, General Counsel Sep 03 '24 Sale 13.93 4,821 67,173 77,237 Sep 05 06:28 PM Shannon Robert Regan Officer Sep 03 '24 Proposed Sale 13.93 4,822 67,178 Sep 03 03:26 PM Bell John Charles Officer Sep 03 '24 Proposed Sale 13.93 4,821 67,173 Sep 03 03:17 PM Tepper Jeffrey Director May 15 '24 Sale 16.42 65,000 1,067,300 158,665 May 17 06:34 PM EnCap Partners GP, LLC 10% Owner May 15 '24 Sale 16.42 10,000,000 164,200,000 21,532,613 May 17 04:46 PM Quinn William J Director May 15 '24 Sale 16.47 22,500,000 370,575,000 0 May 16 04:05 PM Hickey William M III Co-Chief Executive Officer Mar 06 '24 Sale 15.71 4,000,000 62,840,000 0 Mar 08 06:26 PM Walter James H Co-Chief Executive Officer Mar 06 '24 Sale 15.71 4,000,000 62,840,000 0 Mar 08 06:24 PM Bell John Charles EVP, General Counsel Mar 06 '24 Sale 15.71 500,000 7,855,000 53,517 Mar 08 06:23 PM Anderson Robert John Director Mar 06 '24 Sale 15.71 1,000,000 15,710,000 476,306 Mar 08 06:22 PM EnCap Partners GP, LLC 10% Owner Mar 06 '24 Sale 15.71 9,000,000 141,390,000 25,477,527 Mar 08 04:05 PM Quinn William J Director Mar 04 '24 Sale 15.71 18,076,849 283,987,298 71,056,620 Mar 06 07:00 PM Jensen Brent P SVP, Chief Accounting Officer Feb 26 '24 Sale 15.18 50,000 759,135 882,325 Feb 28 07:12 PM Jensen Brent P SVP, Chief Accounting Officer Feb 22 '24 Sale 14.96 84,554 1,265,342 932,325 Feb 23 07:08 PM Jensen Brent P SVP, Chief Accounting Officer Feb 21 '24 Sale 14.77 30,731 453,986 1,016,879 Feb 23 07:08 PM Jensen Brent P SVP, Chief Accounting Officer Feb 15 '24 Sale 14.55 203,687 2,963,401 1,062,345 Feb 20 08:45 PM Jensen Brent P SVP, Chief Accounting Officer Feb 16 '24 Sale 14.63 12,882 188,419 1,049,463 Feb 20 08:45 PM Jensen Brent P SVP, Chief Accounting Officer Feb 20 '24 Sale 14.64 1,853 27,128 1,047,610 Feb 20 08:45 PM Oliphint Guy M EVP, Chief Financial Officer Jan 03 '24 Sale 13.68 8,975 122,813 92,638 Jan 05 06:18 PM NGP XI US Holdings, L.P. 10% Owner Dec 21 '23 Sale 12.93 26,276,276 339,752,249 0 Dec 22 04:05 PM EnCap Partners GP, LLC 10% Owner Dec 21 '23 Sale 12.93 7,507,508 97,072,078 29,027,950 Dec 21 05:29 PM Silver Run Sponsor, LLC 10% Owner Dec 21 '23 Sale 12.93 5,630,631 72,804,059 52,596,969 Dec 21 05:25 PM Riverstone Non-ECI USRPI AIV, Former 10% Owner Dec 21 '23 Sale 12.93 5,630,631 72,804,059 52,596,969 Dec 21 05:24 PM REL US Centennial Holdings, LL Former 10% Owner Dec 21 '23 Sale 12.93 5,630,631 72,804,059 52,596,969 Dec 21 05:22 PM Anderson Robert John Director Dec 14 '23 Sale 13.41 400,000 5,364,760 1,594,667 Dec 18 09:03 PM NGP XI US Holdings, L.P. 10% Owner Sep 22 '23 Sale 12.69 24,667,500 313,057,709 0 Sep 25 08:44 AM Jensen Brent P SVP, Chief Accounting Officer Sep 14 '23 Sale 14.30 8,082 115,573 1,266,032 Sep 18 06:30 PM
×
Upgrade your FINVIZ experience
Join thousands of traders who make more informed decisions with our premium features.
Real-time quotes, advanced visualizations, backtesting, and much more.
Learn more about FINVIZ*Elite
