Index DJIA, NDX, S&P 500 P/E 51.26 EPS (ttm) 3.56 Insider Own 10.94% Shs Outstand 10.38B Perf Week -0.34%
Market Cap 1899.20B Forward P/E 31.17 EPS next Y 5.86 Insider Trans -4.93% Shs Float 9.27B Perf Month -5.74%
Income 37.68B PEG 1.68 EPS next Q 1.03 Inst Own 63.03% Short Float 0.82% Perf Quarter 5.08%
Sales 590.74B P/S 3.21 EPS this Y 58.10% Inst Trans 0.60% Short Ratio 1.79 Perf Half Y 15.69%
Book/sh 20.83 P/B 8.76 EPS next Y 27.71% ROA 7.57% Short Interest 75.65M Perf Year 42.41%
Cash/sh 8.22 P/C 22.20 EPS next 5Y 30.50% ROE 20.30% 52W Range 118.35 - 201.20 Perf YTD 20.11%
Dividend Est. - P/FCF 41.56 EPS past 5Y 23.55% ROI 10.73% 52W High -9.29% Beta 1.16
Dividend TTM - Quick Ratio 0.87 Sales past 5Y 20.20% Gross Margin 47.59% 52W Low 54.20% ATR (14) 4.79
Dividend Ex-Date - Current Ratio 1.07 EPS Y/Y TTM 769.01% Oper. Margin 8.15% RSI (14) 41.15 Volatility 2.61% 2.45%
Employees 1525000 Debt/Eq 0.71 Sales Y/Y TTM 12.54% Profit Margin 6.38% Recom 1.23 Target Price 224.90
Option/Short Yes / Yes LT Debt/Eq 0.62 EPS Q/Q 218.85% Payout 0.00% Rel Volume 0.69 Prev Close 179.85
Sales Surprise 0.46% EPS Surprise 16.43% Sales Q/Q 12.53% Earnings Aug 01 AMC Avg Volume 42.30M Price 182.50
SMA20 -5.05% SMA50 -2.53% SMA200 9.27% Trades
Volume 29,359,101 Change 1.47%
Date
Action
Analyst
Rating Change
Price Target Change
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
Feb-02-24 Reiterated Stifel
Buy
$175 → $200
Feb-02-24 Reiterated Seaport Research Partners
Buy
$175 → $200
Feb-02-24 Reiterated ROTH MKM
Buy
$180 → $205
Feb-02-24 Reiterated Robert W. Baird
Outperform
$185 → $205
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Amazon.com, Inc. is a multinational technology company, which engages in providing online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment is involved in the retail sales of consumer products including from sellers and subscriptions through North America-focused online and physical stores. The International segment focuses on the amounts earned from retail sales of consumer products including from sellers and subscriptions through internationally focused online stores. The AWS segment includes global sales of computer, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 10 '24 Sale 200.01 266,396 53,281,038 928,433,873 Jul 11 04:09 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 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 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 03 '24 Sale 200.00 201,449 40,290,042 935,010,393 Jul 05 04:15 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 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 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 Selipsky Adam CEO Amazon Web Services May 21 '24 Option Exercise 0.00 9,000 0 150,124 May 23 05:32 PM Zapolsky David Senior Vice President May 21 '24 Option Exercise 0.00 14,600 0 73,700 May 23 05:40 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 Herrington Douglas J CEO Worldwide Amazon Stores May 21 '24 Option Exercise 0.00 15,240 0 532,849 May 23 05:54 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 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 Sale 181.41 9,490 1,721,603 64,210 May 23 05:40 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 Selipsky Adam CEO Amazon Web Services May 21 '24 Sale 181.56 4,100 744,412 146,024 May 23 05:32 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 16 '24 Sale 185.68 500 92,840 141,124 May 17 04:40 PM NOOYI INDRA K Director May 15 '24 Option Exercise 0.00 2,120 0 28,220 May 17 04:22 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 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 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 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 19 '24 Sale 179.00 500 89,500 130,100 Apr 22 04:25 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 05 '24 Sale 182.53 500 91,265 131,100 Apr 08 04:24 PM Selipsky Adam CEO Amazon Web Services Apr 04 '24 Sale 184.00 500 92,000 131,600 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 22 '24 Sale 177.58 500 88,790 132,100 Mar 25 04:31 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 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 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 RUBINSTEIN JONATHAN Director Mar 04 '24 Sale 180.00 5,556 1,000,080 109,664 Mar 06 05:44 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 Selipsky Adam CEO Amazon Web Services Feb 22 '24 Sale 173.00 500 86,500 134,100 Feb 23 04:48 PM Selipsky Adam CEO Amazon Web Services Feb 21 '24 Option Exercise 0.00 7,760 0 138,204 Feb 23 04:48 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 Zapolsky David Senior Vice President Feb 21 '24 Option Exercise 0.00 16,800 0 70,020 Feb 23 05:05 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 Reynolds Shelley Vice President Feb 21 '24 Option Exercise 0.00 3,100 0 122,880 Feb 23 04:34 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 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 Sale 169.21 10,920 1,847,748 59,100 Feb 23 05:05 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 Selipsky Adam CEO Amazon Web Services Feb 21 '24 Sale 168.82 3,604 608,440 134,600 Feb 23 04:48 PM Reynolds Shelley Vice President Feb 21 '24 Sale 168.97 3,100 523,807 119,780 Feb 23 04:34 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 16 '24 Sale 169.17 5,998,849 1,014,813,381 940,261,025 Feb 20 07:23 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 Selipsky Adam CEO Amazon Web Services Feb 16 '24 Sale 168.65 500 84,325 130,444 Feb 20 07:47 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 Selipsky Adam CEO Amazon Web Services Feb 15 '24 Option Exercise 0.00 25,640 0 141,700 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 Selipsky Adam CEO Amazon Web Services Feb 15 '24 Sale 169.44 10,756 1,822,457 130,944 Feb 20 07:47 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 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 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 12 '24 Sale 175.00 14,300 2,502,500 499,831 Feb 14 04:29 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 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 08 '24 Sale 170.27 5,998,849 1,021,420,865 976,254,119 Feb 09 08:37 PM BEZOS JEFFREY P Executive Chair Feb 07 '24 Sale 170.16 5,998,849 1,020,740,074 982,252,968 Feb 09 08:37 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 Selipsky Adam CEO Amazon Web Services Feb 02 '24 Sale 169.00 500 84,500 116,060 Feb 05 04:35 PM Selipsky Adam CEO Amazon Web Services Feb 01 '24 Sale 155.72 500 77,860 116,560 Feb 05 04:35 PM Selipsky Adam CEO Amazon Web Services Jan 19 '24 Sale 153.86 500 76,930 117,060 Jan 22 04:36 PM Selipsky Adam CEO Amazon Web Services Jan 18 '24 Sale 152.78 500 76,390 117,560 Jan 22 04:36 PM Selipsky Adam CEO Amazon Web Services Jan 05 '24 Sale 144.61 500 72,305 118,060 Jan 08 04:44 PM Selipsky Adam CEO Amazon Web Services Jan 04 '24 Sale 145.63 500 72,815 118,560 Jan 08 04:44 PM Selipsky Adam CEO Amazon Web Services Dec 22 '23 Sale 153.83 500 76,915 119,060 Dec 26 04:35 PM Selipsky Adam CEO Amazon Web Services Dec 21 '23 Sale 153.20 500 76,600 119,560 Dec 26 04:35 PM Selipsky Adam CEO Amazon Web Services Dec 07 '23 Sale 146.09 500 73,045 120,060 Dec 08 05:10 PM Selipsky Adam CEO Amazon Web Services Dec 06 '23 Sale 147.76 500 73,880 120,560 Dec 08 05:10 PM Herrington Douglas J CEO Worldwide Amazon Stores Dec 01 '23 Sale 146.00 4,000 584,000 534,331 Dec 05 04:12 PM Zapolsky David Senior Vice President Nov 22 '23 Sale 145.00 18,440 2,673,800 53,220 Nov 24 04:36 PM Selipsky Adam CEO Amazon Web Services Nov 22 '23 Sale 144.68 500 72,340 121,060 Nov 24 04:23 PM Reynolds Shelley Vice President Nov 21 '23 Option Exercise 0.00 3,120 0 122,900 Nov 24 04:16 PM Selipsky Adam CEO Amazon Web Services Nov 21 '23 Option Exercise 0.00 7,760 0 125,164 Nov 24 04:23 PM Olsavsky Brian T Senior Vice President and CFO Nov 21 '23 Option Exercise 0.00 16,800 0 65,800 Nov 24 04:30 PM Zapolsky David Senior Vice President Nov 21 '23 Option Exercise 0.00 16,800 0 78,380 Nov 24 04:36 PM Jassy Andrew R President and CEO Nov 21 '23 Option Exercise 0.00 55,120 0 2,085,988 Nov 24 04:49 PM Herrington Douglas J CEO Worldwide Amazon Stores Nov 21 '23 Option Exercise 0.00 23,700 0 547,811 Nov 24 04:42 PM Jassy Andrew R President and CEO Nov 21 '23 Sale 142.66 21,933 3,129,008 2,064,055 Nov 24 04:49 PM
Index - P/E 19.57 EPS (ttm) 0.91 Insider Own 20.77% Shs Outstand 264.26M Perf Week 3.18%
Market Cap 4.66B Forward P/E 10.90 EPS next Y 1.64 Insider Trans -70.87% Shs Float 207.09M Perf Month 13.20%
Income 246.90M PEG 1.78 EPS next Q 0.36 Inst Own 78.17% Short Float 3.23% Perf Quarter 2.23%
Sales 3.54B P/S 1.32 EPS this Y 1.62% Inst Trans -0.16% Short Ratio 1.89 Perf Half Y 37.23%
Book/sh 12.17 P/B 1.47 EPS next Y 18.39% ROA 3.45% Short Interest 6.70M Perf Year 33.13%
Cash/sh 2.00 P/C 8.93 EPS next 5Y 11.00% ROE 7.72% 52W Range 10.68 - 17.99 Perf YTD 32.94%
Dividend Est. 0.02 (0.10%) P/FCF 13.62 EPS past 5Y 0.10% ROI 4.41% 52W High -0.81% Beta 1.43
Dividend TTM - Quick Ratio 2.15 Sales past 5Y 1.97% Gross Margin 39.16% 52W Low 67.04% ATR (14) 0.45
Dividend Ex-Date - Current Ratio 3.06 EPS Y/Y TTM 20.47% Oper. Margin 14.63% RSI (14) 67.75 Volatility 2.65% 2.39%
Employees 14700 Debt/Eq 0.77 Sales Y/Y TTM -0.66% Profit Margin 6.98% Recom 1.90 Target Price 19.50
Option/Short Yes / Yes LT Debt/Eq 0.76 EPS Q/Q 61.53% Payout 0.00% Rel Volume 0.74 Prev Close 17.40
Sales Surprise -0.79% EPS Surprise -2.27% Sales Q/Q -3.91% Earnings Jul 31 BMO Avg Volume 3.55M Price 17.84
SMA20 9.35% SMA50 7.44% SMA200 21.62% Trades
Volume 2,616,143 Change 2.53%
Date
Action
Analyst
Rating Change
Price Target Change
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
$15
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Gates Industrial Corp. Plc is a holding company, which engages in the manufacture of engineered power transmission and fluid solutions. It operates through the following segments: Power Transmission and Fluid Power. The Power Transmission segment includes elastomer drive belts, and related components used to efficiently transfer motion in a broad range of applications. The Fluid Power segment consists of hoses, tubing, and fittings designed to convey hydraulic fluid at high-pressures in both mobile and stationary applications, and high-pressure and fluid transfer hoses used to convey various fluids. The company was founded on September 25, 2017, and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Jurek Ivo Chief Exec Officer Mar 01 '24 Option Exercise 0.00 63,393 0 735,652 Mar 05 04:59 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 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 Montgomery Gwendolyn Ann Chief Human Resources Officer Feb 28 '24 Option Exercise 0.00 7,478 0 37,552 Mar 01 04:34 PM Neely Wilson S Director Feb 28 '24 Buy 14.55 50,000 727,500 106,664 Mar 01 04:39 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 Bracken Cristin C. Chief Legal Officer Feb 26 '24 Option Exercise 0.00 3,081 0 44,926 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 Jurek Ivo Chief Exec Officer Feb 26 '24 Option Exercise 0.00 27,567 0 684,331 Feb 27 05:09 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 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 Montgomery Gwendolyn Ann Chief Human Resources Officer Feb 25 '24 Option Exercise 0.00 5,552 0 32,036 Feb 27 05:18 PM Jurek Ivo Chief Exec Officer Feb 25 '24 Option Exercise 0.00 54,574 0 680,662 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 Bracken Cristin C. Chief Legal Officer Feb 25 '24 Option Exercise 0.00 8,069 0 44,814 Feb 27 05:17 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 Neely Wilson S Director Feb 20 '24 Buy 13.24 10,000 132,400 56,664 Feb 22 06:17 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 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 Blackstone Inc. 10% Owner Feb 16 '24 Sale 12.04 24,276,100 292,405,624 107,324 Feb 21 04:40 PM Pitstick Thomas G. Chief Strategy Officer Feb 06 '24 Option Exercise 0.00 7,193 0 69,401 Feb 08 05:37 PM Wisniewski David M Chief Accounting Officer Feb 06 '24 Option Exercise 0.00 4,905 0 35,641 Feb 08 05:38 PM Jurek Ivo Chief Exec Officer & Director Feb 06 '24 Option Exercise 0.00 112,472 0 654,847 Feb 08 05:36 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 Bracken Cristin C. EVP, Chief Legal Officer Feb 06 '24 Option Exercise 0.00 6,473 0 39,470 Feb 08 05:37 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 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 Aug 14 '23 Sale 11.57 17,250,000 199,582,500 169,223 Aug 16 04:30 PM BX GATES ML-1 HOLDCO LLC 10% Owner Aug 14 '23 Sale 11.57 17,250,000 199,582,500 169,223 Aug 16 04:30 PM Omaha Aggregator (Cayman) L.P. 10% Owner Aug 14 '23 Sale 11.57 17,250,000 199,582,500 169,223 Aug 16 04:30 PM Mallard Lawrence B Chief Financial Officer Jul 27 '23 Option Exercise 0.00 39,459 0 89,809 Jul 31 05:27 PM Pitstick Thomas G. Chief Strategy Officer Jul 27 '23 Option Exercise 0.00 25,483 0 69,548 Jul 31 05:27 PM Jurek Ivo Chief Exec Officer & Director Jul 27 '23 Option Exercise 0.00 186,666 0 624,120 Jul 31 05:26 PM Bracken Cristin C. Chief Legal Officer Jul 27 '23 Option Exercise 0.00 20,346 0 38,858 Jul 31 05:26 PM Wisniewski David M Chief Accounting Officer Jul 27 '23 Option Exercise 0.00 10,873 0 35,498 Jul 31 05:26 PM
Index RUT P/E 6.96 EPS (ttm) 4.09 Insider Own 5.66% Shs Outstand 59.51M Perf Week 15.83%
Market Cap 1.48B Forward P/E 13.30 EPS next Y 2.14 Insider Trans -89.77% Shs Float 48.97M Perf Month 14.06%
Income 242.50M PEG 0.37 EPS next Q 0.42 Inst Own 98.64% Short Float 6.08% Perf Quarter 30.90%
Sales 2.58B P/S 0.57 EPS this Y 15.99% Inst Trans -1.24% Short Ratio 3.52 Perf Half Y 87.25%
Book/sh 7.31 P/B 3.89 EPS next Y 35.66% ROA 17.81% Short Interest 2.98M Perf Year 157.90%
Cash/sh 0.74 P/C 38.69 EPS next 5Y 19.01% ROE 58.22% 52W Range 10.59 - 28.59 Perf YTD 85.09%
Dividend Est. 3.31 (11.63% ) P/FCF 29.50 EPS past 5Y 31.11% ROI 38.72% 52W High -0.42% Beta 1.60
Dividend TTM 0.20 (0.70%) Quick Ratio 0.53 Sales past 5Y 2.26% Gross Margin 12.17% 52W Low 168.83% ATR (14) 1.12
Dividend Ex-Date Jun 28, 2024 Current Ratio 1.75 EPS Y/Y TTM 1193.41% Oper. Margin 4.46% RSI (14) 64.04 Volatility 4.84% 3.94%
Employees 6724 Debt/Eq 0.67 Sales Y/Y TTM 3.75% Profit Margin 9.41% Recom 2.75 Target Price 29.12
Option/Short Yes / Yes LT Debt/Eq 0.65 EPS Q/Q 17.71% Payout 25.89% Rel Volume 0.72 Prev Close 27.41
Sales Surprise 2.57% EPS Surprise 48.12% Sales Q/Q -9.44% Earnings Jun 05 BMO Avg Volume 847.02K Price 28.47
SMA20 12.40% SMA50 9.77% SMA200 47.58% Trades
Volume 613,949 Change 3.87%
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 → $36
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REV Group, Inc. is a holding company, which engages in the design, manufacture, and distribution of specialty vehicles and related aftermarket parts and services. The company sells its products to municipalities, government agencies, private contractors, and industrial and commercial end users. It operates through the following segments: Fire and Emergency, Commercial, and Recreation. The Fire and Emergency segment offers fire apparatus and ambulance products. The Commercial segment is involved in the production of small Type A school buses, transit buses, terminal trucks, and sweepers under the Collins Bus, ENC, Capacity, and Lay-Mor brands. The Recreation segment covers motorized recreational vehicle and application trailers. The company was founded in August 2010 and is headquartered in Brookfield, WI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 120.50 EPS (ttm) 6.68 Insider Own 10.41% Shs Outstand 949.38M Perf Week -6.16%
Market Cap 764.71B Forward P/E 41.87 EPS next Y 19.22 Insider Trans -2.57% Shs Float 851.48M Perf Month -10.72%
Income 6.14B PEG 1.92 EPS next Q 2.75 Inst Own 73.44% Short Float 0.74% Perf Quarter 11.00%
Sales 35.93B P/S 21.28 EPS this Y 116.93% Inst Trans 0.66% Short Ratio 2.17 Perf Half Y 28.20%
Book/sh 13.48 P/B 59.69 EPS next Y 40.17% ROA 10.48% Short Interest 6.31M Perf Year 77.39%
Cash/sh 2.72 P/C 295.68 EPS next 5Y 62.63% ROE 51.15% 52W Range 446.56 - 966.10 Perf YTD 38.03%
Dividend Est. 5.29 (0.66%) P/FCF - EPS past 5Y 13.74% ROI 16.42% 52W High -16.71% Beta 0.43
Dividend TTM 4.86 (0.60%) Quick Ratio 1.03 Sales past 5Y 9.91% Gross Margin 80.16% 52W Low 80.18% ATR (14) 25.57
Dividend Ex-Date Aug 15, 2024 Current Ratio 1.35 EPS Y/Y TTM 7.91% Oper. Margin 31.58% RSI (14) 31.25 Volatility 3.16% 2.69%
Employees 43000 Debt/Eq 2.05 Sales Y/Y TTM 29.76% Profit Margin 17.08% Recom 1.68 Target Price 943.66
Option/Short Yes / Yes LT Debt/Eq 1.92 EPS Q/Q 66.67% Payout 77.91% Rel Volume 1.43 Prev Close 821.19
Sales Surprise -1.88% EPS Surprise 4.64% Sales Q/Q 25.98% Earnings Aug 08 BMO Avg Volume 2.91M Price 804.62
SMA20 -10.85% SMA50 -6.85% SMA200 11.66% Trades
Volume 4,168,066 Change -2.02%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-03-22 Reiterated Bernstein
Mkt Perform
$250 → $300
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Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LILLY ENDOWMENT INC 10% Owner 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 LILLY ENDOWMENT INC 10% Owner Jun 03 '24 Sale 829.77 192,794 159,974,050 98,208,810 Jun 04 04:00 PM Norton Johna EVP, Global Quality Jun 03 '24 Sale 819.38 7,056 5,781,545 25,428 Jun 03 04:14 PM Zakrowski Donald A SVP, Finance, & CAO Jun 03 '24 Sale 819.47 750 614,602 7,130 Jun 03 04:15 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 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 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 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 Hakim Anat EVP, GC & Secretary Feb 01 '24 Option Exercise 0.00 4,442 0 26,631 Feb 02 04:32 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 Yuffa Ilya EVP & President, LLY Int'l Feb 01 '24 Option Exercise 0.00 3,702 0 16,676 Feb 02 04:29 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 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 LILLY ENDOWMENT INC 10% Owner Sep 07 '23 Sale 571.41 210,000 119,995,275 99,983,810 Sep 08 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 31 '23 Sale 554.81 46,541 25,821,607 100,193,810 Sep 01 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 30 '23 Sale 555.32 6,181 3,432,417 100,240,351 Aug 31 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 29 '23 Sale 554.10 28,747 15,928,697 100,246,532 Aug 30 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 28 '23 Sale 554.12 37,660 20,868,163 100,275,279 Aug 29 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 25 '23 Sale 554.38 63,572 35,243,238 100,312,939 Aug 28 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 24 '23 Sale 554.74 20,992 11,645,029 100,376,511 Aug 25 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 23 '23 Sale 555.69 1,307 726,284 100,397,503 Aug 24 04:00 PM Zakrowski Donald A SVP, Finance, & CAO Aug 21 '23 Sale 546.51 600 327,906 5,378 Aug 22 04:34 PM LILLY ENDOWMENT INC 10% Owner Aug 15 '23 Sale 543.72 50,222 27,306,747 100,398,810 Aug 16 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 14 '23 Sale 539.08 164,778 88,829,243 100,449,032 Aug 15 04:00 PM ELI LILLY & Co 10% Owner Aug 11 '23 Buy 14.92 1,718,493 25,639,916 100 Aug 14 04:30 PM LILLY ENDOWMENT INC 10% Owner Aug 11 '23 Sale 528.50 83,039 43,886,430 100,613,810 Aug 14 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 10 '23 Sale 528.13 3,000 1,584,405 100,696,849 Aug 11 03:50 PM LILLY ENDOWMENT INC 10% Owner Aug 09 '23 Sale 528.83 123,961 65,554,314 100,699,849 Aug 10 04:00 PM LILLY ENDOWMENT INC 10% Owner Aug 08 '23 Sale 523.74 204,409 107,056,405 100,823,810 Aug 09 05:10 PM
Index RUT P/E 30.66 EPS (ttm) 3.61 Insider Own 4.89% Shs Outstand 27.38M Perf Week 2.59%
Market Cap 3.04B Forward P/E 67.01 EPS next Y 1.65 Insider Trans -60.62% Shs Float 26.11M Perf Month 10.64%
Income 98.01M PEG 613.16 EPS next Q 0.29 Inst Own 88.84% Short Float 1.72% Perf Quarter 32.65%
Sales 244.91M P/S 12.41 EPS this Y 11.82% Inst Trans -0.45% Short Ratio 1.78 Perf Half Y 29.08%
Book/sh 9.12 P/B 12.14 EPS next Y 34.31% ROA 32.54% Short Interest 0.45M Perf Year 58.55%
Cash/sh 5.25 P/C 21.09 EPS next 5Y 0.05% ROE 49.27% 52W Range 63.78 - 112.61 Perf YTD 30.51%
Dividend Est. - P/FCF 75.85 EPS past 5Y - ROI 35.89% 52W High -1.70% Beta 0.81
Dividend TTM - Quick Ratio 2.34 Sales past 5Y 11.94% Gross Margin 59.64% 52W Low 73.57% ATR (14) 4.02
Dividend Ex-Date Jul 16, 2009 Current Ratio 2.41 EPS Y/Y TTM 729.36% Oper. Margin 9.14% RSI (14) 61.48 Volatility 4.95% 3.46%
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 1101.92% Payout 0.00% Rel Volume 0.94 Prev Close 108.11
Sales Surprise -1.18% EPS Surprise 14.29% Sales Q/Q 13.29% Earnings Jul 22 AMC Avg Volume 251.43K Price 110.70
SMA20 4.52% SMA50 10.37% SMA200 28.17% Trades
Volume 236,459 Change 2.40%
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
$14
Sep-11-15 Upgrade Sidoti
Neutral → Buy
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(Thomson Reuters StreetEvents)
Oct-23-23 05:44PM
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Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Badger Kyle C SVP, GC and Secretary Jul 02 '24 Sale 102.78 246 25,284 115,588 Jul 03 06:43 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 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 Wood William David III Chief Financial Officer Jul 01 '24 Sale 102.03 163 16,631 50,228 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 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 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 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 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 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 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 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 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 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 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 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 06 '24 Sale 93.07 28,018 2,607,677 1,649,552 Jun 06 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 SRINIVASAN RAMESH President & CEO Jun 04 '24 Sale 92.74 50,000 4,637,000 788,367 Jun 05 04:28 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 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 SRINIVASAN RAMESH President & CEO May 31 '24 Sale 93.84 50,000 4,692,000 888,367 Jun 04 07:07 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 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 30 '24 Sale 94.59 27,796 2,629,190 1,821,930 Jun 03 06:04 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 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 28 '24 Option Exercise 0.00 600,000 0 1,249,158 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 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 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 Option Exercise 0.00 75,249 0 191,332 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 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 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 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 04 '24 Sale 78.16 13,710 1,071,537 3,278,683 Jan 04 05:18 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 Dec 15 '23 Sale 83.93 83,566 7,013,611 3,324,585 Dec 15 05:55 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 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 08 '23 Sale 83.83 11,173 936,577 3,863,750 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 06 '23 Sale 86.57 33,457 2,896,229 3,903,396 Dec 08 05:36 PM JONES JERRY C Director Dec 06 '23 Sale 87.13 6,194 539,683 53,270 Dec 07 05:01 PM 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 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 05 '23 Sale 87.66 100 8,766 59,464 Dec 07 05:01 PM 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 01 '23 Sale 87.11 64,367 5,606,913 3,973,856 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 29 '23 Sale 84.94 22,434 1,905,544 4,082,650 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 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 Wood William David III Chief Financial Officer Nov 01 '23 Sale 86.28 253 21,829 57,249 Nov 02 09:34 PM 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 KEATING MELVIN L Director Aug 25 '23 Buy 66.58 42 2,796 43,639 Aug 25 06:41 PM KEATING MELVIN L Director Aug 24 '23 Buy 68.10 164 11,168 43,597 Aug 25 06:41 PM KEATING MELVIN L Director Aug 18 '23 Buy 68.71 70 4,810 43,433 Aug 21 04:43 PM KEATING MELVIN L Director Aug 17 '23 Buy 69.75 20 1,395 43,363 Aug 21 04:43 PM MUTCH JOHN Director Aug 09 '23 Sale 70.91 1,000 70,910 36,358 Aug 10 06:05 PM
Index NDX, S&P 500 P/E 23.88 EPS (ttm) 7.35 Insider Own 57.97% Shs Outstand 1.20B Perf Week -3.58%
Market Cap 205.69B Forward P/E 15.74 EPS next Y 11.15 Insider Trans -3.47% Shs Float 492.48M Perf Month -0.44%
Income 8.75B PEG 0.95 EPS next Q 2.28 Inst Own 38.99% Short Float 3.89% Perf Quarter 7.00%
Sales 78.52B P/S 2.62 EPS this Y 31.33% Inst Trans -1.05% Short Ratio 3.79 Perf Half Y 7.98%
Book/sh 52.73 P/B 3.33 EPS next Y 22.54% ROA 4.20% Short Interest 19.15M Perf Year 24.41%
Cash/sh 5.86 P/C 29.98 EPS next 5Y 25.15% ROE 13.57% 52W Range 131.47 - 185.42 Perf YTD 9.48%
Dividend Est. 2.65 (1.51%) P/FCF 20.24 EPS past 5Y 15.59% ROI 5.22% 52W High -5.33% Beta 0.51
Dividend TTM 1.95 (1.11%) Quick Ratio 0.86 Sales past 5Y 14.25% Gross Margin 46.43% 52W Low 33.51% ATR (14) 2.89
Dividend Ex-Date Aug 30, 2024 Current Ratio 0.94 EPS Y/Y TTM 139.79% Oper. Margin 19.98% RSI (14) 42.88 Volatility 2.07% 1.47%
Employees 67000 Debt/Eq 1.86 Sales Y/Y TTM -0.71% Profit Margin 11.14% Recom 1.47 Target Price 194.66
Option/Short Yes / Yes LT Debt/Eq 1.70 EPS Q/Q 26.03% Payout 9.38% Rel Volume 0.62 Prev Close 175.14
Sales Surprise -1.17% EPS Surprise 7.42% Sales Q/Q -0.19% Earnings Jul 31 BMO Avg Volume 5.05M Price 175.53
SMA20 -2.11% SMA50 0.19% SMA200 8.49% Trades
Volume 3,116,920 Change 0.22%
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
$150
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T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DEUTSCHE TELEKOM AG Director May 24 '28 Sale 165.66 189,670 31,421,035 674,313,641 May 28 07:30 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 28 '24 Sale 176.82 133,461 23,599,065 670,278,284 Jun 28 07:57 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 26 '24 Sale 175.86 133,461 23,470,113 670,545,206 Jun 28 07:57 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 24 '24 Sale 178.04 133,461 23,761,571 670,812,128 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 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 14 '24 Sale 175.59 135,969 23,874,128 671,479,433 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 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 10 '24 Sale 180.75 227,604 41,140,313 672,113,469 Jun 11 08:54 PM CLAURE RAUL MARCELO Director Jun 10 '24 Sale 180.22 12,000 2,162,640 1,950,378 Jun 12 05:04 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 DEUTSCHE TELEKOM AG Director Jun 07 '24 Sale 180.00 227,604 40,969,134 672,341,073 Jun 07 07:23 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 DEUTSCHE TELEKOM AG Director Jun 06 '24 Sale 180.19 227,604 41,011,321 672,568,677 Jun 07 07:23 PM Bazzano Dara SVP & Chief Accounting Officer Jun 06 '24 Sale 179.78 4,300 773,054 6,202 Jun 07 06:09 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 DEUTSCHE TELEKOM AG Director Jun 05 '24 Sale 179.96 227,604 40,960,667 672,796,281 Jun 07 07:23 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 04 07:14 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 04 07:14 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 04 07:14 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 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 23 '24 Sale 164.98 189,670 31,291,014 674,503,311 May 23 09:52 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 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 DEUTSCHE TELEKOM AG Director May 14 '24 Sale 162.75 189,670 30,869,188 675,831,001 May 14 06:40 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 DEUTSCHE TELEKOM AG Director May 13 '24 Sale 163.19 189,670 30,952,856 676,020,671 May 14 06:40 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 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 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 07 '24 Sale 162.12 189,670 30,750,149 676,779,351 May 07 07:24 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 03 '24 Sale 164.63 189,670 31,225,521 677,158,691 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 01 '24 Sale 165.67 189,670 31,423,286 677,538,031 May 03 07:50 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 29 '24 Sale 164.15 189,670 31,134,333 677,917,371 Apr 30 07:38 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 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 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 16 '24 Sale 159.65 170,703 27,253,160 679,605,434 Apr 16 07:57 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 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 09 '24 Sale 160.67 189,670 30,473,426 680,478,116 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 05 '24 Sale 161.41 189,670 30,614,643 680,857,456 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 02 '24 Sale 161.73 189,670 30,674,636 681,426,466 Apr 02 08:33 PM DEUTSCHE TELEKOM AG Director Apr 01 '24 Sale 162.39 189,670 30,800,230 681,616,136 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 28 '24 Sale 163.40 131,119 21,424,359 681,805,806 Apr 02 08:33 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 27 '24 Sale 161.87 189,670 30,701,796 681,995,476 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 DEUTSCHE TELEKOM AG Director Mar 20 '24 Sale 160.96 189,670 30,528,553 682,940,860 Mar 21 06:57 PM DEUTSCHE TELEKOM AG Director Mar 19 '24 Sale 161.04 189,670 30,543,720 683,130,530 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 18 '24 Sale 161.06 189,670 30,548,063 683,320,200 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 15 '24 Sale 162.16 189,670 30,756,336 683,509,870 Mar 19 06:49 PM DEUTSCHE TELEKOM AG Director Mar 14 '24 Sale 162.61 189,670 30,843,063 683,699,540 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 13 '24 Sale 163.81 189,670 31,070,167 683,889,210 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 12 '24 Sale 163.89 189,670 31,084,982 684,078,880 Mar 14 07:02 PM DEUTSCHE TELEKOM AG Director Mar 11 '24 Sale 164.48 194,910 32,059,079 684,268,550 Mar 11 06:01 PM DEUTSCHE TELEKOM AG Director Mar 08 '24 Sale 164.22 194,910 32,007,305 684,463,460 Mar 11 06:01 PM DEUTSCHE TELEKOM AG Director Mar 07 '24 Sale 165.52 204,801 33,899,232 684,658,370 Mar 08 04:05 PM Field Callie R President, Business Group Mar 07 '24 Sale 168.44 5,844 984,363 102,555 Mar 11 05:11 PM DEUTSCHE TELEKOM AG Director Mar 06 '24 Sale 167.53 194,910 32,652,319 684,863,171 Mar 08 04:05 PM DEUTSCHE TELEKOM AG Director Mar 05 '24 Sale 165.66 194,910 32,288,072 685,058,081 Mar 05 06:06 PM Katz Michael J. Pres, Mkting Stgy & Prods Mar 05 '24 Sale 163.99 2,288 375,209 128,687 Mar 06 04:55 PM Field Callie R President, Business Group Mar 05 '24 Sale 163.99 2,288 375,209 108,399 Mar 06 04:52 PM
Index RUT P/E 54.02 EPS (ttm) 0.36 Insider Own 7.15% Shs Outstand 53.80M Perf Week 6.47%
Market Cap 1.05B Forward P/E 21.16 EPS next Y 0.92 Insider Trans -50.80% Shs Float 49.95M Perf Month 30.75%
Income 15.85M PEG 3.60 EPS next Q 0.07 Inst Own 86.69% Short Float 3.62% Perf Quarter 30.49%
Sales 682.46M P/S 1.53 EPS this Y 442.31% Inst Trans -0.14% Short Ratio 2.86 Perf Half Y 32.18%
Book/sh 4.32 P/B 4.49 EPS next Y 30.26% ROA 2.76% Short Interest 1.81M Perf Year 166.90%
Cash/sh 2.24 P/C 8.67 EPS next 5Y 15.00% ROE 8.60% 52W Range 7.06 - 19.40 Perf YTD 55.19%
Dividend Est. - P/FCF 30.77 EPS past 5Y - ROI 2.99% 52W High 0.15% Beta 1.23
Dividend TTM - Quick Ratio 1.02 Sales past 5Y 15.35% Gross Margin 45.53% 52W Low 175.21% ATR (14) 0.59
Dividend Ex-Date Mar 17, 2016 Current Ratio 1.02 EPS Y/Y TTM 349.82% Oper. Margin 5.45% RSI (14) 78.97 Volatility 3.39% 3.39%
Employees 3000 Debt/Eq 1.39 Sales Y/Y TTM 37.75% Profit Margin 2.32% Recom 1.00 Target Price 20.50
Option/Short Yes / Yes LT Debt/Eq 1.28 EPS Q/Q 251.98% Payout 0.00% Rel Volume 0.76 Prev Close 18.69
Sales Surprise 3.96% EPS Surprise -4.11% Sales Q/Q 12.43% Earnings Aug 06 AMC Avg Volume 632.90K Price 19.43
SMA20 13.52% SMA50 23.46% SMA200 41.97% Trades
Volume 479,890 Change 3.96%
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
$29
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Universal Technical Institute, Inc. engages in the provision of transportation and technical training programs. It operates through the following segments: Universal Technical Institute, Concorde Career Colleges, and Corporate. The Universal Technical Institute segment focuses on the provision of training programs, which include student-paid electives, and manufacturer or dealer sponsored training at certain campuses and dedicated training centers. The Concorde Career Colleges segment is involved in offering degree, non-degree, and continuing education programs in the allied health, dental, nursing, patient care, and diagnostic fields. The Corporate segment refers to the related expenses that are not allocated to the Universal Technical Institute or Concorde Career Colleges reportable segments. The company was founded by Robert I. Sweet in 1965 and is headquartered in Phoenix, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 May 24 '24 Sale 15.22 6,288 95,703 13,712 May 29 08:00 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 Anderson Troy R EVP and CFO Dec 14 '23 Option Exercise 0.00 17,626 0 94,615 Dec 18 06:54 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 Kevane Christopher E. SVP Chief Legal Officer Dec 14 '23 Option Exercise 0.00 13,154 0 51,073 Dec 18 06:51 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 Kline Christine Chief Accounting Officer Dec 14 '23 Option Exercise 0.00 2,105 0 8,759 Dec 18 06:50 PM Grant Jerome Alan Chief Executive Officer Dec 14 '23 Option Exercise 0.00 57,875 0 228,375 Dec 18 06:56 PM Smith Sherrell EVP, Campus Ops & Services Dec 14 '23 Option Exercise 0.00 13,691 0 214,911 Dec 18 06:53 PM Anderson Troy R EVP and CFO Dec 14 '23 Sale 10.94 7,173 78,473 87,442 Dec 18 06:54 PM Anderson Troy R EVP and CFO Dec 10 '23 Option Exercise 0.00 10,258 0 79,795 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 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 08 '23 Option Exercise 0.00 32,867 0 74,922 Dec 12 08:41 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) -4.13 Insider Own 22.49% Shs Outstand 22.69M Perf Week 1.96%
Market Cap 3.39B Forward P/E 90.09 EPS next Y 1.64 Insider Trans -13.13% Shs Float 17.73M Perf Month 21.65%
Income -92.75M PEG - EPS next Q 0.04 Inst Own 82.57% Short Float 7.56% Perf Quarter 78.20%
Sales 138.67M P/S 24.41 EPS this Y 232.55% Inst Trans 3.62% Short Ratio 6.15 Perf Half Y 22.21%
Book/sh 30.44 P/B 4.86 EPS next Y 174.51% ROA -10.98% Short Interest 1.34M Perf Year 20.72%
Cash/sh 22.62 P/C 6.54 EPS next 5Y 6.90% ROE -13.16% 52W Range 72.39 - 165.11 Perf YTD 21.26%
Dividend Est. - P/FCF - EPS past 5Y -42.16% ROI -13.23% 52W High -10.34% Beta 1.80
Dividend TTM - Quick Ratio 4.55 Sales past 5Y 21.12% Gross Margin 55.32% 52W Low 104.49% ATR (14) 7.53
Dividend Ex-Date - Current Ratio 5.18 EPS Y/Y TTM -8142.22% Oper. Margin -78.69% RSI (14) 55.56 Volatility 5.08% 5.15%
Employees 382 Debt/Eq 0.01 Sales Y/Y TTM -44.90% Profit Margin -66.88% Recom 1.57 Target Price 143.33
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q -66.65% Payout - Rel Volume 0.81 Prev Close 143.74
Sales Surprise 3.16% EPS Surprise 45.36% Sales Q/Q -13.88% Earnings Aug 07 AMC Avg Volume 218.03K Price 148.03
SMA20 2.64% SMA50 12.20% SMA200 32.54% Trades
Volume 176,137 Change 2.98%
Date
Action
Analyst
Rating Change
Price Target Change
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
$25
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SiTime Corp.is a micro-electromechanical system-based silicon timing solution. The company is transforming the timing industry with configurable solutions that replace legacy quartz devices and enable customers to differentiate their products with performance, smaller size, lower power, and reliability. The company was founded by Markus Lutz and Aaron Partridge on December 3, 2003 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Bonnot Lionel See Remarks Jul 10 '24 Sale 150.55 3,966 597,081 82,872 Jul 12 07:32 PM Pangrazio Vincent P See Remarks Jul 10 '24 Sale 150.00 1,962 294,300 69,175 Jul 12 07:33 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 VASHIST RAJESH Chief Executive Officer Jun 17 '24 Sale 124.17 4,000 496,680 450,367 Jun 17 08:52 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 14 '24 Sale 126.80 1,000 126,800 454,367 Jun 17 08:52 PM VASHIST RAJESH Chief Executive Officer Jun 13 '24 Sale 125.44 20,000 2,508,800 455,367 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 Yiu Tom Dang-Hsing Director May 30 '24 Sale 127.00 1,333 169,291 18,500 May 31 04:39 PM Sevalia Piyush B EVP, Marketing May 30 '24 Sale 125.36 1,242 155,697 90,451 May 31 04:45 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 Kreindl Torsten Director May 23 '24 Sale 119.38 615 73,419 17,396 May 23 06:29 PM SCHUELKE KATHERINE Director May 22 '24 Sale 126.19 1,094 138,052 17,648 May 23 06:31 PM Bonnot Lionel See Remarks May 22 '24 Sale 125.84 819 103,063 91,270 May 23 06:28 PM Kreindl Torsten Director May 22 '24 Sale 127.00 616 78,232 18,011 May 23 06:29 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 Bonnot Lionel See Remarks May 20 '24 Sale 130.05 1,767 229,798 96,532 May 22 06:52 PM Sevalia Piyush B EVP, Marketing May 20 '24 Sale 130.00 1,041 135,330 91,693 May 22 06:53 PM Pangrazio Vincent P See Remarks May 09 '24 Sale 125.00 2,765 345,625 79,294 May 13 04:45 PM Sevalia Piyush B EVP, Marketing May 09 '24 Sale 115.42 1,768 204,063 97,136 May 13 04:47 PM Bonnot Lionel See Remarks May 09 '24 Sale 117.08 781 91,439 98,299 May 13 04:48 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 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 Dec 14 '23 Sale 125.03 1,000 125,030 96,108 Dec 15 04:25 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 Bonnot Lionel See Remarks Aug 30 '23 Sale 131.18 2,941 385,800 84,106 Sep 05 07:00 PM Sevalia Piyush B EVP, Marketing Aug 30 '23 Sale 131.37 1,930 253,544 83,652 Sep 05 07:04 PM CHADWICK ARTHUR D EVP, Chief Financial Officer Aug 28 '23 Sale 127.01 5,114 649,529 38,912 Aug 29 04:16 PM VASHIST RAJESH Chief Executive Officer Aug 16 '23 Sale 125.97 1,000 125,970 478,019 Aug 18 04:24 PM CHADWICK ARTHUR D EVP, Chief Financial Officer Aug 04 '23 Sale 137.58 11,465 1,577,355 49,060 Aug 07 05:10 PM Sevalia Piyush B EVP, Marketing Aug 03 '23 Sale 140.00 965 135,100 89,799 Aug 07 05:13 PM Assaderaghi Fariborz See Remarks Aug 02 '23 Sale 127.00 1,100 139,700 107,263 Aug 02 07:56 PM
Index - P/E - EPS (ttm) -0.54 Insider Own 12.96% Shs Outstand 298.09M Perf Week -0.76%
Market Cap 26.52B Forward P/E 103.53 EPS next Y 0.75 Insider Trans -5.56% Shs Float 295.77M Perf Month -1.54%
Income -181.41M PEG - EPS next Q 0.14 Inst Own 85.31% Short Float 2.96% Perf Quarter -10.03%
Sales 1.39B P/S 19.15 EPS this Y 24.55% Inst Trans -0.16% Short Ratio 2.60 Perf Half Y -4.64%
Book/sh 2.35 P/B 33.26 EPS next Y 23.55% ROA -6.63% Short Interest 8.76M Perf Year 18.74%
Cash/sh 5.07 P/C 15.41 EPS next 5Y - ROE -25.03% 52W Range 53.88 - 116.00 Perf YTD -6.25%
Dividend Est. - P/FCF 187.89 EPS past 5Y -13.56% ROI -8.27% 52W High -32.71% Beta 1.11
Dividend TTM - Quick Ratio 3.51 Sales past 5Y 46.59% Gross Margin 76.74% 52W Low 44.87% ATR (14) 2.97
Dividend Ex-Date - Current Ratio 3.51 EPS Y/Y TTM 6.61% Oper. Margin -13.92% RSI (14) 45.58 Volatility 4.58% 3.46%
Employees 3682 Debt/Eq 1.80 Sales Y/Y TTM 31.51% Profit Margin -13.10% Recom 2.34 Target Price 90.19
Option/Short Yes / Yes LT Debt/Eq 1.75 EPS Q/Q 8.93% Payout - Rel Volume 0.57 Prev Close 78.04
Sales Surprise 1.44% EPS Surprise 21.40% Sales Q/Q 30.47% Earnings Aug 01 AMC Avg Volume 3.37M Price 78.06
SMA20 -4.69% SMA50 1.08% SMA200 -3.54% Trades
Volume 1,931,444 Change 0.03%
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
$60
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Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. It operates through United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 Zatlyn Michelle President and COO Jul 03 '24 Sale 85.28 25,640 2,186,550 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 Zatlyn Michelle President and COO Jul 02 '24 Sale 84.49 25,640 2,166,370 0 Jul 03 05:45 PM Zatlyn Michelle President and COO Jul 01 '24 Sale 82.52 102,580 8,464,511 0 Jul 03 05:45 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 Zatlyn Michelle President and COO Jun 21 '24 Sale 76.41 12,820 979,573 0 Jun 21 07:10 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 Ledbetter Carl Director Jun 20 '24 Sale 78.56 10,015 786,785 1,092,394 Jun 20 04:26 PM Zatlyn Michelle President and COO Jun 18 '24 Sale 77.54 12,820 994,120 0 Jun 21 07:10 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 12 '24 Sale 75.07 52,384 3,932,231 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 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 05 '24 Sale 68.65 30,270 2,077,911 1,110,395 Jun 05 05:13 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 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 Zatlyn Michelle President and COO May 22 '24 Sale 74.08 12,820 949,744 0 May 22 07:50 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 21 '24 Sale 74.46 12,820 954,538 0 May 22 07:50 PM Zatlyn Michelle President and COO May 20 '24 Sale 74.94 60,863 4,560,938 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 Prince Matthew CEO & Chair of the Board May 08 '24 Sale 72.51 52,384 3,798,564 0 May 08 06:54 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 07 '24 Sale 74.14 52,384 3,883,938 0 May 08 06:54 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 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER May 03 '24 Sale 73.97 15,000 1,109,476 338,469 May 06 04:17 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 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 Apr 24 '24 Sale 89.16 10,015 892,960 1,204,815 Apr 25 04:49 PM Zatlyn Michelle President and COO Apr 18 '24 Sale 87.07 18,955 1,650,463 19,615 Apr 18 08:14 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 17 '24 Sale 90.10 19,505 1,757,371 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 Zatlyn Michelle President and COO Apr 16 '24 Sale 89.69 25,640 2,299,578 19,615 Apr 18 08:14 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 Prince Matthew CEO & Chair of the Board Apr 09 '24 Sale 96.04 52,384 5,030,854 0 Apr 11 08:22 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 Ledbetter Carl Director Apr 03 '24 Sale 94.05 7,991 751,566 1,267,013 Apr 04 03:35 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 14 '24 Sale 94.25 52,384 4,937,165 12,183 Mar 14 08:11 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 Ledbetter Carl Director Mar 13 '24 Sale 96.43 44,099 4,252,598 1,292,965 Mar 14 04:29 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 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 SEIFERT THOMAS J CHIEF FINANCIAL OFFICER Mar 04 '24 Sale 99.87 15,000 1,498,088 338,469 Mar 05 06:12 PM Kramer Douglas James CHIEF LEGAL OFFICER Mar 04 '24 Sale 99.64 3,000 298,920 205,238 Mar 05 06:15 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 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 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 21 '24 Sale 94.59 52,384 4,955,066 12,183 Feb 23 08:19 PM Ledbetter Carl Director Feb 21 '24 Sale 94.74 7,970 755,054 1,355,096 Feb 21 04:32 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 Zatlyn Michelle President and COO Feb 20 '24 Sale 96.32 25,640 2,469,563 0 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 15 '24 Sale 101.17 277,376 28,063,427 38,545 Feb 20 08:08 PM Ledbetter Carl Director Feb 14 '24 Sale 100.16 44,220 4,428,953 1,363,066 Feb 15 08:43 PM SEIFERT THOMAS J Chief Financial Officer Feb 09 '24 Sale 110.11 50,000 5,505,730 366,465 Feb 12 08:10 PM Kramer Douglas James CHIEF LEGAL OFFICER Feb 09 '24 Sale 110.08 6,000 660,480 216,114 Feb 13 05:46 PM Ledbetter Carl Director Feb 08 '24 Sale 86.92 39,671 3,448,080 1,407,286 Feb 09 05:22 PM Ledbetter Carl Director Feb 07 '24 Sale 81.42 7,962 648,272 1,446,957 Feb 09 05:22 PM SEIFERT THOMAS J Chief Financial Officer Feb 02 '24 Sale 81.87 15,000 1,227,981 366,465 Feb 05 05:28 PM Kramer Douglas James Chief Legal Officer Feb 01 '24 Sale 79.60 3,000 238,800 216,114 Feb 02 04:47 PM Ledbetter Carl Director Jan 31 '24 Sale 80.91 10,031 811,563 1,454,919 Feb 01 05:14 PM Ledbetter Carl Director Jan 24 '24 Sale 85.06 7,982 678,911 1,464,950 Jan 24 04:26 PM Ledbetter Carl Director Jan 22 '24 Sale 86.88 66,384 5,767,734 1,472,932 Jan 24 04:26 PM Zatlyn Michelle President and COO Jan 19 '24 Sale 78.68 12,820 1,008,681 0 Jan 19 08:05 PM SEIFERT THOMAS J Chief Financial Officer Jan 18 '24 Sale 77.73 15,000 1,165,979 243,495 Jan 19 06:49 PM Zatlyn Michelle President and COO Jan 18 '24 Sale 78.49 12,820 1,006,271 0 Jan 19 08:05 PM Ledbetter Carl Director Jan 17 '24 Sale 76.03 30,214 2,297,060 1,539,316 Jan 17 06:20 PM Zatlyn Michelle President and COO Jan 17 '24 Sale 76.15 12,820 976,282 0 Jan 19 08:05 PM Ledbetter Carl Director Jan 10 '24 Sale 82.35 7,970 656,368 1,569,530 Jan 11 04:23 PM Prince Matthew CEO & Chair of the Board Jan 09 '24 Sale 80.80 52,384 4,232,428 0 Jan 09 07:04 PM Prince Matthew CEO & Chair of the Board Jan 08 '24 Sale 78.78 52,384 4,127,051 0 Jan 09 07:04 PM Prince Matthew CEO & Chair of the Board Jan 05 '24 Sale 76.80 52,384 4,023,072 0 Jan 09 07:04 PM SEIFERT THOMAS J Chief Financial Officer Jan 03 '24 Sale 76.80 15,000 1,152,010 243,495 Jan 03 07:30 PM Ledbetter Carl Director Jan 03 '24 Sale 76.22 10,047 765,753 1,577,500 Jan 03 07:27 PM Kramer Douglas James General Counsel Jan 02 '24 Sale 81.43 3,000 244,290 154,629 Jan 03 05:26 PM Ledbetter Carl Director Dec 27 '23 Sale 86.48 9,620 831,909 1,587,547 Dec 28 04:07 PM Ledbetter Carl Director Dec 20 '23 Sale 84.59 30,384 2,570,069 1,597,167 Dec 21 04:39 PM Ledbetter Carl Director Dec 19 '23 Sale 86.76 4,296 372,707 1,627,551 Dec 21 04:39 PM
Index NDX, S&P 500 P/E 26.75 EPS (ttm) 17.41 Insider Own 13.76% Shs Outstand 2.21B Perf Week -2.33%
Market Cap 1181.27B Forward P/E 20.10 EPS next Y 23.16 Insider Trans -1.16% Shs Float 2.19B Perf Month -9.24%
Income 45.76B PEG 0.89 EPS next Q 4.70 Inst Own 67.39% Short Float 1.36% Perf Quarter 5.51%
Sales 142.71B P/S 8.28 EPS this Y 36.00% Inst Trans -1.63% Short Ratio 2.19 Perf Half Y 18.44%
Book/sh 58.94 P/B 7.90 EPS next Y 14.54% ROA 22.47% Short Interest 29.86M Perf Year 55.98%
Cash/sh 22.95 P/C 20.30 EPS next 5Y 30.00% ROE 33.36% 52W Range 274.38 - 542.81 Perf YTD 31.57%
Dividend Est. 1.84 (0.40%) P/FCF 23.85 EPS past 5Y 14.46% ROI 24.67% 52W High -14.21% Beta 1.23
Dividend TTM 1.00 (0.21%) Quick Ratio 2.68 Sales past 5Y 19.99% Gross Margin 81.50% 52W Low 69.73% ATR (14) 16.00
Dividend Ex-Date Jun 14, 2024 Current Ratio 2.68 EPS Y/Y TTM 120.88% Oper. Margin 40.50% RSI (14) 40.63 Volatility 2.72% 2.95%
Employees 67317 Debt/Eq 0.25 Sales Y/Y TTM 21.62% Profit Margin 32.06% Recom 1.49 Target Price 534.52
Option/Short Yes / Yes LT Debt/Eq 0.24 EPS Q/Q 114.26% Payout 0.00% Rel Volume 1.04 Prev Close 453.41
Sales Surprise 0.85% EPS Surprise 9.02% Sales Q/Q 27.26% Earnings Jul 31 AMC Avg Volume 13.63M Price 465.70
SMA20 -6.72% SMA50 -5.37% SMA200 8.58% Trades
Volume 14,191,189 Change 2.71%
Date
Action
Analyst
Rating Change
Price Target Change
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
Feb-02-24 Reiterated Stifel
Buy
$405 → $527
Feb-02-24 Reiterated Seaport Research Partners
Buy
$435 → $510
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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 15 '24 Sale 502.20 8,924 4,481,663 130,771 Jul 17 08:37 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 Newstead Jennifer Chief Legal Officer Jul 09 '24 Sale 533.95 905 483,225 36,940 Jul 10 08:30 PM Zuckerberg Mark COB and CEO Jul 08 '24 Sale 530.75 16,702 8,864,584 169,372 Jul 10 08:32 PM Zuckerberg Mark COB and CEO Jul 05 '24 Sale 528.87 8,727 4,615,412 178,099 Jul 08 06:12 PM Zuckerberg Mark COB and CEO Jul 05 '24 Sale 528.90 7,975 4,217,948 508,268 Jul 08 06:09 PM Olivan Javier Chief Operating Officer Jul 05 '24 Sale 512.00 412 210,944 6,795 Jul 09 06:05 PM Zuckerberg Mark COB and CEO Jul 03 '24 Sale 509.10 16,702 8,503,037 186,826 Jul 03 07:34 PM Zuckerberg Mark COB and CEO Jul 02 '24 Sale 505.61 16,702 8,444,687 195,553 Jul 03 07:31 PM Newstead Jennifer Chief Legal Officer Jul 02 '24 Sale 500.57 905 453,016 37,845 Jul 03 06:08 PM Zuckerberg Mark COB and CEO Jul 01 '24 Sale 503.08 16,702 8,402,413 204,280 Jul 03 07:29 PM Zuckerberg Mark COB and CEO Jun 28 '24 Sale 514.96 16,702 8,600,855 213,007 Jul 01 08:28 PM Zuckerberg Mark COB and CEO Jun 27 '24 Sale 518.60 16,702 8,661,637 221,734 Jul 01 08:22 PM Olivan Javier Chief Operating Officer Jun 27 '24 Sale 514.41 412 211,937 7,207 Jul 01 06:19 PM Zuckerberg Mark COB and CEO Jun 26 '24 Sale 510.88 16,702 8,532,663 230,461 Jun 26 09:06 PM Zuckerberg Mark COB and CEO Jun 25 '24 Sale 507.21 16,702 8,471,408 239,188 Jun 26 09:03 PM Newstead Jennifer Chief Legal Officer Jun 25 '24 Sale 496.99 905 449,776 38,750 Jun 27 08:08 PM Zuckerberg Mark COB and CEO Jun 24 '24 Sale 502.87 9,760 4,907,994 247,915 Jun 26 08:59 PM Zuckerberg Mark COB and CEO Jun 21 '24 Sale 501.05 2,054 1,029,161 253,000 Jun 24 06:19 PM Zuckerberg Mark COB and CEO Jun 20 '24 Sale 501.52 16,702 8,376,439 254,034 Jun 24 06:16 PM Olivan Javier Chief Operating Officer Jun 20 '24 Sale 502.00 412 206,824 7,619 Jun 24 06:12 PM Zuckerberg Mark COB and CEO Jun 18 '24 Sale 503.24 7,278 3,662,588 262,761 Jun 20 07:08 PM Newstead Jennifer Chief Legal Officer Jun 18 '24 Sale 504.70 905 456,754 39,655 Jun 20 06:02 PM Zuckerberg Mark COB and CEO Jun 17 '24 Sale 505.13 16,702 8,436,693 266,570 Jun 20 06:53 PM Zuckerberg Mark COB and CEO Jun 14 '24 Sale 503.34 16,702 8,406,859 275,297 Jun 17 06:15 PM Zuckerberg Mark COB and CEO Jun 13 '24 Sale 504.76 16,702 8,430,543 284,024 Jun 17 06:13 PM Olivan Javier Chief Operating Officer Jun 13 '24 Sale 505.75 412 208,369 8,031 Jun 17 06:12 PM Zuckerberg Mark COB and CEO Jun 12 '24 Sale 507.55 16,702 8,477,120 292,751 Jun 12 09:49 PM Zuckerberg Mark COB and CEO Jun 11 '24 Sale 503.18 16,702 8,404,196 301,478 Jun 12 09:47 PM Newstead Jennifer Chief Legal Officer Jun 11 '24 Sale 500.00 905 452,500 40,560 Jun 13 06:33 PM Zuckerberg Mark COB and CEO Jun 10 '24 Sale 501.13 16,702 8,369,814 310,205 Jun 12 09:46 PM Zuckerberg Mark COB and CEO Jun 06 '24 Sale 500.92 2,011 1,007,340 318,932 Jun 10 09:18 PM Olivan Javier Chief Operating Officer Jun 06 '24 Sale 492.98 412 203,108 8,443 Jun 10 06:36 PM Newstead Jennifer Chief Legal Officer Jun 04 '24 Sale 477.00 905 431,685 41,465 Jun 06 06:49 PM Olivan Javier Chief Operating Officer May 30 '24 Sale 471.67 412 194,328 14,964 Jun 03 06:30 PM Sandberg Sheryl Director May 29 '24 Sale 476.71 105,000 50,054,450 630,293 May 31 06:53 PM Newstead Jennifer Chief Legal Officer May 28 '24 Sale 476.69 905 431,404 42,370 May 30 06:41 PM Olivan Javier Chief Operating Officer May 23 '24 Sale 472.70 412 194,752 15,376 May 28 06:27 PM Newstead Jennifer Chief Legal Officer May 21 '24 Sale 467.57 905 423,151 43,275 May 23 07:05 PM LI SUSAN J Chief Financial Officer May 16 '24 Sale 475.71 18,643 8,868,744 69,757 May 17 08:12 PM Bosworth Andrew Chief Technology Officer May 16 '24 Sale 475.76 14,745 7,015,082 6,848 May 17 08:12 PM Clegg Nicholas President, Global Affairs May 16 '24 Sale 475.74 7,290 3,468,121 7,528 May 17 08:14 PM Newstead Jennifer Chief Legal Officer May 16 '24 Sale 475.00 905 429,875 44,180 May 17 08:09 PM Olivan Javier Chief Operating Officer May 16 '24 Sale 475.00 618 293,550 15,788 May 17 08:14 PM Newstead Jennifer Chief Legal Officer May 15 '24 Option Exercise 0.00 17,890 0 53,957 May 17 08:09 PM Anderson Aaron Chief Accounting Officer May 15 '24 Option Exercise 0.00 1,783 0 4,000 May 17 08:12 PM Bosworth Andrew Chief Technology Officer May 15 '24 Option Exercise 0.00 12,261 0 27,673 May 17 08:12 PM LI SUSAN J Chief Financial Officer May 15 '24 Option Exercise 0.00 18,940 0 93,096 May 17 08:12 PM Clegg Nicholas President, Global Affairs May 15 '24 Option Exercise 0.00 11,473 0 20,226 May 17 08:14 PM Olivan Javier Chief Operating Officer May 15 '24 Option Exercise 0.00 9,470 0 20,858 May 17 08:14 PM TAN HOCK E Director May 15 '24 Option Exercise 0.00 423 0 423 May 17 08:16 PM Cox Christopher K Chief Product Officer May 15 '24 Option Exercise 0.00 36,977 0 361,267 May 17 08:15 PM Sandberg Sheryl Director May 15 '24 Option Exercise 0.00 1,541 0 694,193 May 17 08:17 PM Xu Tony Director May 15 '24 Option Exercise 0.00 1,730 0 5,544 May 17 08:17 PM Andreessen Marc L Director May 15 '24 Option Exercise 0.00 1,233 0 48,131 May 17 08:19 PM Killefer Nancy Director May 15 '24 Option Exercise 0.00 1,843 0 11,442 May 17 08:19 PM Alford Peggy Director May 15 '24 Option Exercise 0.00 1,541 0 7,220 May 17 08:20 PM KIMMITT ROBERT M Director May 15 '24 Option Exercise 0.00 1,843 0 11,375 May 17 08:21 PM Arnold John Douglas Director May 15 '24 Option Exercise 0.00 423 0 423 May 17 08:22 PM Houston Andrew Director May 15 '24 Option Exercise 0.00 1,541 0 11,359 May 17 08:24 PM TRAVIS TRACEY THOMAS Director May 15 '24 Option Exercise 0.00 1,843 0 11,442 May 17 09:21 PM LI SUSAN J Chief Financial Officer May 15 '24 Sale 471.85 8,951 4,223,529 74,580 May 17 08:12 PM Bosworth Andrew Chief Technology Officer May 15 '24 Sale 471.85 5,058 2,386,617 15,412 May 17 08:12 PM Olivan Javier Chief Operating Officer May 15 '24 Sale 471.85 4,911 2,317,255 11,388 May 17 08:14 PM Clegg Nicholas President, Global Affairs May 15 '24 Sale 471.85 1,135 535,550 8,753 May 17 08:14 PM Anderson Aaron Chief Accounting Officer May 15 '24 Sale 474.75 35 16,616 3,080 May 17 08:12 PM Newstead Jennifer Chief Legal Officer May 07 '24 Sale 466.33 576 268,606 36,067 May 09 06:21 PM Olivan Javier Chief Operating Officer May 03 '24 Sale 445.93 490 218,506 6,109 May 07 06:06 PM Newstead Jennifer Chief Legal Officer Apr 30 '24 Sale 431.05 585 252,164 36,643 May 02 06:16 PM Olivan Javier Chief Operating Officer Apr 26 '24 Sale 441.54 490 216,355 6,599 Apr 30 06:51 PM Newstead Jennifer Chief Legal Officer Apr 23 '24 Sale 491.25 585 287,381 37,228 Apr 25 06:24 PM Olivan Javier Chief Operating Officer Apr 19 '24 Sale 501.18 490 245,578 7,089 Apr 23 06:14 PM Newstead Jennifer Chief Legal Officer Apr 16 '24 Sale 498.59 585 291,675 37,813 Apr 18 06:05 PM Olivan Javier Chief Operating Officer Apr 12 '24 Sale 517.75 490 253,698 7,579 Apr 16 06:10 PM Newstead Jennifer Chief Legal Officer Apr 09 '24 Sale 522.00 585 305,370 38,398 Apr 11 06:06 PM Olivan Javier Chief Operating Officer Apr 05 '24 Sale 516.51 490 253,090 8,069 Apr 09 06:18 PM Newstead Jennifer Chief Legal Officer Apr 02 '24 Sale 485.00 585 283,725 38,983 Apr 03 06:33 PM Zuckerberg Mark COB and CEO Apr 01 '24 Sale 491.49 31,465 15,464,600 0 Apr 03 06:32 PM Olivan Javier Chief Operating Officer Apr 01 '24 Sale 486.75 490 238,508 8,559 Apr 03 06:35 PM Zuckerberg Mark COB and CEO Mar 28 '24 Sale 488.34 31,493 15,379,362 0 Apr 01 06:22 PM Zuckerberg Mark COB and CEO Mar 27 '24 Sale 492.15 45,495 22,390,211 0 Mar 27 08:55 PM Zuckerberg Mark COB and CEO Mar 27 '24 Sale 492.14 31,493 15,498,873 0 Mar 27 08:57 PM Zuckerberg Mark COB and CEO Mar 26 '24 Sale 505.85 45,919 23,228,305 0 Mar 27 08:33 PM Zuckerberg Mark COB and CEO Mar 26 '24 Sale 505.85 31,493 15,930,754 0 Mar 27 08:39 PM Newstead Jennifer Chief Legal Officer Mar 26 '24 Sale 505.29 585 295,595 39,568 Mar 27 08:24 PM Zuckerberg Mark COB and CEO Mar 25 '24 Sale 504.82 77,412 39,079,406 0 Mar 27 08:28 PM Zuckerberg Mark COB and CEO Mar 22 '24 Sale 506.92 77,412 39,241,592 0 Mar 25 06:14 PM Olivan Javier Chief Operating Officer Mar 22 '24 Sale 507.00 490 248,430 9,049 Mar 26 06:29 PM Zuckerberg Mark COB and CEO Mar 21 '24 Sale 509.15 77,412 39,414,295 0 Mar 25 06:09 PM Zuckerberg Mark COB and CEO Mar 20 '24 Sale 500.30 45,919 22,973,396 0 Mar 20 09:29 PM Zuckerberg Mark COB and CEO Mar 20 '24 Sale 500.32 31,493 15,756,496 0 Mar 20 09:32 PM
Index S&P 500 P/E 19.47 EPS (ttm) 4.73 Insider Own 0.61% Shs Outstand 192.90M Perf Week 1.92%
Market Cap 17.56B Forward P/E 13.11 EPS next Y 7.02 Insider Trans -36.15% Shs Float 189.54M Perf Month 6.38%
Income 927.00M PEG 1.55 EPS next Q 1.58 Inst Own 86.19% Short Float 1.83% Perf Quarter 8.43%
Sales 13.90B P/S 1.26 EPS this Y 12.32% Inst Trans -14.14% Short Ratio 3.29 Perf Half Y 6.85%
Book/sh 36.27 P/B 2.54 EPS next Y 11.85% ROA 5.64% Short Interest 3.46M Perf Year 34.59%
Cash/sh 7.05 P/C 13.05 EPS next 5Y 12.60% ROE 13.37% 52W Range 68.02 - 97.33 Perf YTD 14.47%
Dividend Est. 0.08 (0.09%) P/FCF 23.01 EPS past 5Y -1.11% ROI 9.52% 52W High -5.42% Beta 1.24
Dividend TTM 0.08 (0.09%) Quick Ratio 0.66 Sales past 5Y -0.09% Gross Margin 16.72% 52W Low 35.34% ATR (14) 1.85
Dividend Ex-Date Jun 14, 2024 Current Ratio 1.64 EPS Y/Y TTM 15.59% Oper. Margin 8.18% RSI (14) 59.33 Volatility 1.88% 1.99%
Employees 35000 Debt/Eq 0.47 Sales Y/Y TTM 5.58% Profit Margin 6.67% Recom 2.16 Target Price 103.36
Option/Short Yes / Yes LT Debt/Eq 0.42 EPS Q/Q 3.95% Payout 1.75% Rel Volume 0.71 Prev Close 91.29
Sales Surprise -0.97% EPS Surprise 4.00% Sales Q/Q 3.01% Earnings Jul 18 BMO Avg Volume 1.05M Price 92.06
SMA20 3.77% SMA50 4.98% SMA200 8.35% Trades
Volume 743,164 Change 0.84%
Date
Action
Analyst
Rating Change
Price Target Change
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
Apr-20-20 Downgrade Citigroup
Buy → Neutral
$60 → $30
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Textron, Inc. is a multi-industry company, which leverages a global network of aircraft, defense, industrial, and finance businesses to customers. It operates through the following segments: Textron Aviation, Bell, Textron Systems, Industrial, Textron eAviation, and Finance. The Textron Aviation segment manufactures, sells, and services Beechcraft and Cessna aircraft. The Bell segment supplies military and commercial helicopters, tiltrotor aircraft, and related spare parts. The Textron Systems segment develops, manufactures, and integrates a variety of products and services for United States and international military. The Industrial segment designs and manufactures a variety of products within the Kautex and specialized vehicles product lines. The Textron eAviation segment covers pipistrel along with other research and development initiatives related to sustainable aviation solutions. The company was founded by Royal Little in 1923 and is headquartered in Providence, RI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 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 Option Exercise 38.72 8,380 324,436 102,772 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 16 '24 Option Exercise 49.58 6,177 306,256 24,017 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 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 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 DONNELLY SCOTT C Chairman, President & CEO Feb 15 '24 Sale 86.41 238,578 20,616,432 685,154 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 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 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 Duffy Julie G EVP and CHRO Feb 14 '24 Option Exercise 38.91 12,736 495,574 40,227 Feb 16 04:32 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 DONNELLY SCOTT C Chairman, President & CEO Feb 14 '24 Sale 86.38 194,546 16,805,798 685,154 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 Duffy Julie G EVP and CHRO Feb 14 '24 Sale 86.66 12,736 1,103,761 33,218 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 CLARK R KERRY Director Oct 27 '23 Sale 75.10 9,353 702,448 4,517 Oct 31 04:41 PM CLARK R KERRY Director Aug 22 '23 Sale 75.33 5,000 376,645 13,870 Aug 23 11:55 AM
Index - P/E 64.58 EPS (ttm) 2.28 Insider Own 14.30% Shs Outstand 187.07M Perf Week -0.14%
Market Cap 29.30B Forward P/E 24.48 EPS next Y 6.01 Insider Trans -19.17% Shs Float 170.70M Perf Month 8.60%
Income 435.37M PEG 2.48 EPS next Q 0.99 Inst Own 86.00% Short Float 1.86% Perf Quarter 10.00%
Sales 3.90B P/S 7.51 EPS this Y 17.00% Inst Trans 0.93% Short Ratio 2.42 Perf Half Y 21.90%
Book/sh 9.09 P/B 16.19 EPS next Y 40.68% ROA 1.88% Short Interest 3.17M Perf Year 46.24%
Cash/sh 7.76 P/C 18.96 EPS next 5Y 26.01% ROE 25.33% 52W Range 96.00 - 152.63 Perf YTD 23.70%
Dividend Est. 3.73 (2.54%) P/FCF 26.39 EPS past 5Y 52.32% ROI 2.55% 52W High -3.62% Beta 1.22
Dividend TTM 3.40 (2.31%) Quick Ratio - Sales past 5Y 47.97% Gross Margin 81.78% 52W Low 53.23% ATR (14) 3.70
Dividend Ex-Date Jun 14, 2024 Current Ratio - EPS Y/Y TTM 104.05% Oper. Margin 31.00% RSI (14) 58.13 Volatility 2.63% 2.36%
Employees 2850 Debt/Eq 8.68 Sales Y/Y TTM 21.08% Profit Margin 11.17% Recom 2.06 Target Price 150.08
Option/Short Yes / Yes LT Debt/Eq 8.66 EPS Q/Q -31.13% Payout 127.13% Rel Volume 0.51 Prev Close 145.30
Sales Surprise -6.32% EPS Surprise -13.01% Sales Q/Q -8.88% Earnings Aug 02 BMO Avg Volume 1.31M Price 147.10
SMA20 3.80% SMA50 4.90% SMA200 16.37% Trades
Volume 664,835 Change 1.24%
Date
Action
Analyst
Rating Change
Price Target Change
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 → $47
Jan-14-20 Downgrade Oppenheimer
Outperform → Perform
Oct-08-19 Initiated BMO Capital Markets
Market Perform
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Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Rosenthal Bennett Co-Founder & Chairman of PEG Jun 21 '24 Sale 131.94 150,000 19,790,618 0 Jun 25 08:39 PM KAPLAN DAVID B Co-Founder Jun 21 '24 Sale 131.94 125,000 16,492,637 0 Jun 25 08:41 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 Jun 03 '24 Sale 138.11 14,659 2,024,589 125,000 Jun 04 06:45 PM KAPLAN DAVID B Co-Founder May 31 '24 Sale 140.35 110,341 15,486,877 139,659 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 16 '24 Sale 147.69 92,163 13,611,491 0 May 17 07:29 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 RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 17 '24 Sale 131.51 143,569 18,880,987 0 Apr 19 06:27 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 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 12 '24 Sale 131.97 114,492 15,109,066 0 Apr 12 08:54 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 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 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 04 '24 Sale 132.57 178,465 23,659,773 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 KAPLAN DAVID B Co-Founder Apr 03 '24 Sale 132.04 40,222 5,311,007 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 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 KAPLAN DAVID B Co-Founder Apr 02 '24 Sale 129.79 50,873 6,602,697 40,222 Apr 02 08:52 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 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 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 28 '24 Sale 133.06 40,500 5,389,060 0 Mar 28 08:14 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 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 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 22 '24 Sale 134.58 15,304 2,059,631 0 Mar 22 09:23 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 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 KAPLAN DAVID B Co-Founder Mar 21 '24 Sale 136.88 26,464 3,622,397 125,000 Mar 22 09:21 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 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 20 '24 Sale 132.92 19,749 2,624,963 76,395 Mar 22 09:20 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 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 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 KAPLAN DAVID B Co-Founder Mar 19 '24 Sale 131.68 17,334 2,282,623 171,463 Mar 19 09:50 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 19 '24 Sale 131.69 17,109 2,253,020 172,533 Mar 19 09:51 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 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 KAPLAN DAVID B Co-Founder Mar 18 '24 Sale 130.84 22,115 2,893,579 188,797 Mar 19 09:50 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 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 KAPLAN DAVID B Co-Founder Mar 15 '24 Sale 132.47 39,088 5,177,908 210,912 Mar 19 09:50 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 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 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 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 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 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 Arougheti Michael J Co-Founder, CEO and President Nov 15 '23 Sale 105.17 150,000 15,775,104 0 Nov 16 08:41 PM ARES MANAGEMENT LLC 10% Owner Oct 18 '23 Buy 18.93 150,000 2,838,930 38,912,895 Oct 20 06:27 PM KAPLAN DAVID B Co-Founder Oct 03 '23 Sale 100.09 22,442 2,246,304 0 Oct 04 09:41 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 03 '23 Sale 100.09 21,818 2,183,804 0 Oct 04 09:43 PM ARES MANAGEMENT LLC 10% Owner Oct 02 '23 Buy 14.80 150,000 2,219,490 38,762,895 Oct 04 04:28 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 02 '23 Sale 102.53 78,182 8,015,899 21,818 Oct 04 09:43 PM KAPLAN DAVID B Co-Founder Oct 02 '23 Sale 102.52 77,558 7,951,605 22,442 Oct 04 09:41 PM ARES MANAGEMENT LLC 10% Owner Sep 15 '23 Buy 14.79 100,000 1,478,850 38,612,895 Sep 19 04:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Sep 15 '23 Sale 104.79 150,000 15,718,827 100,000 Sep 18 09:31 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 15 '23 Sale 104.63 35,000 3,661,944 409,661 Sep 18 09:33 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 14 '23 Sale 104.81 40,000 4,192,367 444,661 Sep 18 09:33 PM ARES MANAGEMENT LLC 10% Owner Sep 11 '23 Buy 14.52 150,000 2,177,280 38,512,895 Sep 13 04:03 PM deVeer R. Kipp Head of Credit Group Sep 08 '23 Sale 105.14 81,498 8,568,700 810,315 Sep 11 07:04 PM KAPLAN DAVID B Co-Founder Sep 05 '23 Sale 103.46 200,000 20,692,564 100,000 Sep 07 07:01 PM Sagati Aghili Naseem General Counsel Aug 28 '23 Option Exercise 19.00 29,631 562,989 272,863 Aug 30 06:33 PM ARES MANAGEMENT LLC 10% Owner Aug 28 '23 Buy 14.94 7,397 110,500 38,362,895 Aug 30 09:52 PM ARES MANAGEMENT LLC 10% Owner Aug 24 '23 Buy 15.27 37,557 573,540 38,355,498 Aug 28 04:04 PM ARES MANAGEMENT LLC 10% Owner Aug 23 '23 Buy 15.18 33,275 505,144 38,317,941 Aug 24 07:05 PM deVeer R. Kipp Head of Credit Group Aug 22 '23 Option Exercise 19.00 84,546 1,606,374 945,857 Aug 24 08:57 PM ARES MANAGEMENT LLC 10% Owner Aug 22 '23 Buy 15.17 179,168 2,717,423 38,284,666 Aug 24 07:05 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 16 '23 Sale 97.51 47,511 4,632,798 250,000 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 16 '23 Sale 97.51 9,946 969,834 300,000 Aug 17 08:21 PM BHUTANI ASHISH Director Aug 15 '23 Buy 98.08 10,000 980,800 11,732 Aug 17 08:27 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 15 '23 Sale 98.47 202,489 19,939,642 297,511 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 15 '23 Sale 98.39 190,054 18,699,715 309,946 Aug 17 08:21 PM Arougheti Michael J Co-Founder, CEO and President Aug 15 '23 Sale 98.37 150,000 14,755,402 0 Aug 17 08:26 PM deVeer R. Kipp Head of Credit Group Aug 08 '23 Sale 100.13 200,000 20,025,557 861,311 Aug 10 07:29 PM
Index - P/E - EPS (ttm) -2.74 Insider Own 26.59% Shs Outstand 158.90M Perf Week -0.37%
Market Cap 8.48B Forward P/E 98.71 EPS next Y 0.54 Insider Trans -2.62% Shs Float 116.66M Perf Month 9.91%
Income -426.35M PEG - EPS next Q 0.10 Inst Own 59.49% Short Float 4.30% Perf Quarter -4.71%
Sales 622.22M P/S 13.63 EPS this Y 81.22% Inst Trans 8.04% Short Ratio 1.88 Perf Half Y -23.76%
Book/sh 3.57 P/B 14.93 EPS next Y 49.17% ROA -34.30% Short Interest 5.01M Perf Year 10.20%
Cash/sh 6.68 P/C 7.99 EPS next 5Y 38.10% ROE -63.95% 52W Range 40.19 - 78.53 Perf YTD -15.23%
Dividend Est. - P/FCF 103.29 EPS past 5Y -31.81% ROI -75.08% 52W High -32.04% Beta 0.44
Dividend TTM - Quick Ratio 1.83 Sales past 5Y 64.50% Gross Margin 89.63% 52W Low 32.79% ATR (14) 2.52
Dividend Ex-Date - Current Ratio 1.83 EPS Y/Y TTM -106.41% Oper. Margin -28.68% RSI (14) 55.27 Volatility 4.82% 4.40%
Employees 2130 Debt/Eq 0.00 Sales Y/Y TTM 34.15% Profit Margin -68.52% Recom 1.57 Target Price 65.65
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 0.12% Payout - Rel Volume 0.57 Prev Close 53.44
Sales Surprise 2.00% EPS Surprise 173.89% Sales Q/Q 33.35% Earnings Jun 03 AMC Avg Volume 2.67M Price 53.37
SMA20 2.63% SMA50 6.29% SMA200 -4.45% Trades
Volume 1,518,731 Change -0.13%
Date
Action
Analyst
Rating Change
Price Target Change
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
Dec-15-22 Initiated Barclays
Overweight
$65
Sep-22-22 Initiated MoffettNathanson
Buy
$104
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Gitlab, Inc. provides code hosting and collaboration platform services. It offers continuous integration, source code management, out-of-the-box pipelines, agile development, and value stream management. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2014 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BLASING KAREN Director Jul 17 '24 Sale 56.25 4,430 249,188 150,983 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 BLASING KAREN Director Jul 15 '24 Sale 49.75 3,500 174,125 155,413 Jul 17 07:39 PM Saintil Merline Director Jul 03 '24 Sale 51.51 1,182 60,885 9,902 Jul 08 04:24 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 Mannix Erin Chief Accounting Officer Jul 01 '24 Sale 48.61 444 21,583 75,332 Jul 01 08:23 PM Mannix Erin Chief Accounting Officer Jun 27 '24 Sale 50.00 494 24,700 75,776 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 18 '24 Sale 55.19 75,000 4,139,250 0 Mar 19 08:00 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 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 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 Porter Mark Director Dec 15 '23 Sale 64.00 746 47,744 10,281 Dec 19 06:18 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 12 '23 Sale 60.00 2,502 150,120 424,338 Dec 13 04:08 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 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 Jacobson Matthew Director Sep 13 '23 Sale 51.31 81,876 4,200,943 1,298,646 Sep 15 04:15 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 BOSTROM SUSAN L Director Sep 13 '23 Sale 51.00 15,000 765,000 260,869 Sep 15 04:35 PM BOSTROM SUSAN L Director Sep 12 '23 Sale 53.15 15,000 797,250 275,869 Sep 12 06:45 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 11 '23 Sale 53.00 15,000 795,000 290,869 Sep 12 06:45 PM BOSTROM SUSAN L Director Sep 08 '23 Sale 52.76 20,000 1,055,200 305,869 Sep 12 06:45 PM Sijbrandij Sytse Chief Executive Officer Aug 16 '23 Sale 45.57 10,707 487,959 0 Aug 17 04:58 PM Sijbrandij Sytse Chief Executive Officer Aug 15 '23 Sale 45.13 144,293 6,511,943 0 Aug 17 04:58 PM ROBINS BRIAN G Chief Financial Officer Aug 15 '23 Sale 45.12 10,000 451,200 496,849 Aug 17 04:46 PM
Index S&P 500 P/E 149.66 EPS (ttm) 5.53 Insider Own 0.49% Shs Outstand 204.72M Perf Week 10.17%
Market Cap 169.66B Forward P/E 50.03 EPS next Y 16.54 Insider Trans -5.44% Shs Float 203.99M Perf Month 9.78%
Income 1.15B PEG 6.50 EPS next Q 3.45 Inst Own 91.30% Short Float 1.60% Perf Quarter 15.55%
Sales 9.96B P/S 17.04 EPS this Y 27.71% Inst Trans -0.19% Short Ratio 2.23 Perf Half Y 7.95%
Book/sh 42.10 P/B 19.66 EPS next Y 20.17% ROA 6.92% Short Interest 3.27M Perf Year 43.37%
Cash/sh 26.44 P/C 31.30 EPS next 5Y 23.04% ROE 14.70% 52W Range 527.24 - 850.33 Perf YTD 17.14%
Dividend Est. - P/FCF 55.03 EPS past 5Y - ROI 10.59% 52W High -2.67% Beta 0.99
Dividend TTM - Quick Ratio 1.05 Sales past 5Y 28.08% Gross Margin 79.07% 52W Low 56.97% ATR (14) 27.68
Dividend Ex-Date - Current Ratio 1.05 EPS Y/Y TTM -20.05% Oper. Margin 10.78% RSI (14) 64.41 Volatility 3.88% 2.68%
Employees 22668 Debt/Eq 0.26 Sales Y/Y TTM 24.17% Profit Margin 11.51% Recom 1.38 Target Price 872.02
Option/Short Yes / Yes LT Debt/Eq 0.25 EPS Q/Q -75.20% Payout 0.00% Rel Volume 1.64 Prev Close 828.79
Sales Surprise 0.77% EPS Surprise 10.77% Sales Q/Q 22.19% Earnings Jul 24 AMC Avg Volume 1.47M Price 827.61
SMA20 7.95% SMA50 11.46% SMA200 15.62% Trades
Volume 2,401,872 Change -0.14%
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
$460
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ServiceNow, Inc. engages in the provision of end-to-end workflow automation platform for digital businesses. Its Now Platform cloud-based solution is embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Smith Paul John Chief Commercial Officer May 20 '24 Sale 769.75 602 463,390 3,619 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 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 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 Desai Chirantan Jitendra President & COO May 17 '24 Option Exercise 0.00 499 0 47,405 May 21 04:39 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 Smith Paul John Chief Commercial Officer May 13 '24 Sale 727.38 125 90,923 3,112 May 14 04:32 PM Bedi Christopher Chief Digital Information Ofc May 10 '24 Option Exercise 0.00 136 0 16,098 May 14 04:31 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 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 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 Smith Paul John Chief Commercial Officer May 08 '24 Sale 718.78 190 136,568 3,010 May 09 04:55 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc May 07 '24 Option Exercise 0.00 199 0 5,502 May 09 04:53 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 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 ELMER RUSSELL S General Counsel May 07 '24 Option Exercise 0.00 233 0 8,596 May 09 04:55 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 McDermott William R Chairman & CEO Feb 20 '24 Sale 746.72 30,489 22,766,707 0 Feb 21 07:34 PM Smith Paul John Chief Commercial Officer Feb 20 '24 Sale 745.32 5,159 3,845,116 5,453 Feb 21 07:32 PM McDermott William R Chairman & CEO Feb 20 '24 Sale 753.08 5,030 3,787,992 17,177 Feb 21 07:34 PM Smith Paul John Chief Commercial Officer Feb 16 '24 Option Exercise 0.00 9,220 0 10,612 Feb 21 07:32 PM Canney Jacqueline P Chief People Officer Feb 16 '24 Option Exercise 0.00 4,249 0 6,599 Feb 21 07:36 PM Bedi Christopher Chief Digital Information Ofc Feb 16 '24 Option Exercise 0.00 4,118 0 20,353 Feb 21 07:37 PM ELMER RUSSELL S General Counsel Feb 16 '24 Option Exercise 0.00 4,067 0 10,081 Feb 21 07:37 PM Desai Chirantan Jitendra President & COO Feb 16 '24 Option Exercise 0.00 11,290 0 51,247 Feb 21 07:35 PM Mastantuono Gina Chief Financial Officer Feb 16 '24 Option Exercise 0.00 7,211 0 17,681 Feb 21 07:36 PM McBride Kevin Thomas Principal Accounting Officer Feb 16 '24 Option Exercise 0.00 1,032 0 2,901 Feb 21 07:33 PM McDermott William R Chairman & CEO Feb 16 '24 Option Exercise 0.00 18,823 0 30,097 Feb 21 07:34 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 16 '24 Option Exercise 0.00 4,154 0 6,670 Feb 21 07:32 PM McDermott William R Chairman & CEO Feb 15 '24 Option Exercise 0.00 3,196 0 14,303 Feb 20 04:28 PM Chamberlain Paul Edward Director Feb 15 '24 Sale 795.00 135 107,325 10,609 Feb 20 04:22 PM Smith Paul John Chief Commercial Officer Feb 13 '24 Sale 767.12 1,180 905,202 1,392 Feb 14 04:11 PM Mastantuono Gina Chief Financial Officer Feb 12 '24 Option Exercise 0.00 2,109 0 11,839 Feb 14 04:15 PM McDermott William R Chairman & CEO Feb 12 '24 Option Exercise 0.00 5,568 0 13,269 Feb 14 04:11 PM Desai Chirantan Jitendra President & COO Feb 12 '24 Option Exercise 0.00 3,166 0 42,062 Feb 14 04:12 PM ELMER RUSSELL S General Counsel Feb 12 '24 Option Exercise 0.00 1,266 0 6,867 Feb 14 04:14 PM Bedi Christopher Chief Digital Information Ofc Feb 12 '24 Option Exercise 0.00 1,266 0 17,081 Feb 14 04:14 PM Canney Jacqueline P Chief People Officer Feb 12 '24 Option Exercise 0.00 1,266 0 3,055 Feb 14 04:12 PM Smith Paul John Chief Commercial Officer Feb 12 '24 Option Exercise 0.00 2,109 0 2,572 Feb 14 04:11 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 12 '24 Option Exercise 0.00 1,056 0 3,592 Feb 14 04:13 PM Smith Paul John Chief Commercial Officer Feb 08 '24 Sale 795.24 503 400,006 463 Feb 09 04:08 PM ELMER RUSSELL S General Counsel Feb 07 '24 Option Exercise 0.00 2,469 0 6,672 Feb 09 04:10 PM Mastantuono Gina Chief Financial Officer Feb 07 '24 Option Exercise 0.00 3,901 0 11,716 Feb 09 04:11 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Feb 07 '24 Option Exercise 0.00 1,564 0 3,095 Feb 09 04:09 PM Canney Jacqueline P Chief People Officer Feb 07 '24 Option Exercise 0.00 1,719 0 2,713 Feb 09 04:09 PM Desai Chirantan Jitendra President & COO Feb 07 '24 Option Exercise 0.00 6,501 0 42,004 Feb 09 04:08 PM McDermott William R Chairman & CEO Feb 07 '24 Option Exercise 0.00 10,397 0 12,805 Feb 09 04:10 PM Smith Paul John Chief Commercial Officer Feb 07 '24 Option Exercise 0.00 925 0 966 Feb 09 04:08 PM McBride Kevin Thomas Principal Accounting Officer Feb 07 '24 Option Exercise 0.00 335 0 2,034 Feb 09 04:08 PM Bedi Christopher Chief Digital Information Ofc Feb 07 '24 Option Exercise 0.00 2,341 0 16,828 Feb 09 04:08 PM Bedi Christopher Chief Digital Information Ofc Feb 02 '24 Sale 782.29 1,150 899,630 14,592 Feb 06 07:57 PM Smith Paul John Chief Commercial Officer Jan 30 '24 Sale 781.06 1,795 1,402,004 0 Jan 31 05:04 PM Canney Jacqueline P Chief People Officer Jan 29 '24 Sale 776.61 837 650,020 994 Jan 31 05:01 PM Canney Jacqueline P Chief People Officer Jan 12 '24 Option Exercise 0.00 724 0 2,104 Jan 17 04:13 PM Mastantuono Gina Chief Financial Officer Jan 08 '24 Option Exercise 0.00 1,530 0 8,535 Jan 10 05:24 PM Chamberlain Paul Edward Director Nov 30 '23 Sale 682.00 135 92,070 10,744 Dec 01 04:31 PM Smith Paul John Chief Commercial Officer Nov 29 '23 Sale 672.54 752 505,750 1,795 Dec 01 04:30 PM Desai Chirantan Jitendra President & COO Nov 28 '23 Sale 667.47 3,150 2,102,543 35,754 Nov 29 04:48 PM Desai Chirantan Jitendra President & COO Nov 24 '23 Sale 671.84 3,150 2,116,309 38,904 Nov 27 05:59 PM Smith Paul John Chief Commercial Officer Nov 20 '23 Sale 660.91 619 409,102 2,547 Nov 21 04:57 PM Mastantuono Gina Chief Financial Officer Nov 20 '23 Sale 654.00 275 179,850 7,005 Nov 21 04:58 PM ELMER RUSSELL S General Counsel Nov 20 '23 Sale 654.00 91 59,514 4,314 Nov 21 04:57 PM Bedi Christopher Chief Digital Information Ofc Nov 20 '23 Sale 654.00 29 18,966 15,712 Nov 21 04:58 PM Mastantuono Gina Chief Financial Officer Nov 17 '23 Option Exercise 0.00 548 0 7,439 Nov 21 04:58 PM Smith Paul John Chief Commercial Officer Nov 17 '23 Option Exercise 0.00 1,109 0 3,166 Nov 21 04:57 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 17 '23 Option Exercise 0.00 677 0 1,680 Nov 21 04:56 PM McDermott William R Chairman & CEO Nov 17 '23 Option Exercise 0.00 1,444 0 3,289 Nov 21 04:58 PM Bedi Christopher Chief Digital Information Ofc Nov 17 '23 Option Exercise 0.00 352 0 15,831 Nov 21 04:58 PM ELMER RUSSELL S General Counsel Nov 17 '23 Option Exercise 0.00 359 0 4,493 Nov 21 04:57 PM Desai Chirantan Jitendra President & COO Nov 17 '23 Option Exercise 0.00 862 0 42,305 Nov 21 04:58 PM Canney Jacqueline P Chief People Officer Nov 17 '23 Option Exercise 0.00 194 0 1,480 Nov 21 04:57 PM McBride Kevin Thomas Principal Accounting Officer Nov 17 '23 Option Exercise 0.00 47 0 1,694 Nov 21 04:57 PM McDermott William R Chairman & CEO Nov 15 '23 Option Exercise 0.00 3,197 0 3,735 Nov 17 04:34 PM Smith Paul John Chief Commercial Officer Nov 13 '23 Sale 635.47 129 81,975 2,057 Nov 14 04:51 PM ELMER RUSSELL S General Counsel Nov 13 '23 Sale 633.78 69 43,731 4,225 Nov 14 04:51 PM Smith Paul John Chief Commercial Officer Nov 10 '23 Option Exercise 0.00 228 0 2,186 Nov 14 04:51 PM Tzitzon Nicholas Chief Strat & Corp Affairs Ofc Nov 10 '23 Option Exercise 0.00 114 0 1,278 Nov 14 04:51 PM
Index NDX, S&P 500 P/E 39.97 EPS (ttm) 17.82 Insider Own 14.27% Shs Outstand 52.90M Perf Week -10.62%
Market Cap 41.71B Forward P/E 20.71 EPS next Y 34.39 Insider Trans -0.48% Shs Float 50.20M Perf Month -14.31%
Income 1.05B PEG 0.64 EPS next Q 8.10 Inst Own 58.87% Short Float 8.45% Perf Quarter -9.55%
Sales 11.82B P/S 3.53 EPS this Y 102.03% Inst Trans 2.20% Short Ratio 0.66 Perf Half Y 49.75%
Book/sh 87.00 P/B 8.19 EPS next Y 44.14% ROA 17.40% Short Interest 4.24M Perf Year 124.41%
Cash/sh 36.12 P/C 19.71 EPS next 5Y 62.40% ROE 30.57% 52W Range 226.59 - 1229.00 Perf YTD 150.54%
Dividend Est. - P/FCF - EPS past 5Y 66.82% ROI 15.26% 52W High -42.05% Beta 1.30
Dividend TTM - Quick Ratio 2.29 Sales past 5Y 21.27% Gross Margin 15.97% 52W Low 214.31% ATR (14) 54.65
Dividend Ex-Date - Current Ratio 4.69 EPS Y/Y TTM 72.67% Oper. Margin 9.72% RSI (14) 33.34 Volatility 6.71% 6.48%
Employees 5126 Debt/Eq 0.37 Sales Y/Y TTM 79.79% Profit Margin 8.88% Recom 1.89 Target Price 1059.97
Option/Short Yes / Yes LT Debt/Eq 0.35 EPS Q/Q 329.15% Payout 0.00% Rel Volume 0.68 Prev Close 695.61
Sales Surprise -2.69% EPS Surprise 15.76% Sales Q/Q 200.01% Earnings Aug 06 AMC Avg Volume 6.42M Price 712.19
SMA20 -14.77% SMA50 -15.38% SMA200 9.91% Trades
Volume 4,364,164 Change 2.38%
Date
Action
Analyst
Rating Change
Price Target Change
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
$35
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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 Liang Charles President and CEO Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:57 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:58 PM Liang Charles President and CEO Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:57 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:58 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 CHAN SHIU LEUNG Director Feb 01 '24 Buy 568.00 2,000 1,136,000 42,917 Feb 05 04:33 PM FAIRFAX DANIEL W Director Feb 01 '24 Sale 540.00 300 162,000 20,087 Feb 05 04:35 PM Liang Charles President and CEO Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:55 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:56 PM Liang Charles President and CEO Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:55 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:56 PM FAIRFAX DANIEL W Director Jan 02 '24 Sale 280.00 300 84,000 20,387 Jan 04 05:27 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 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 TUAN SHERMAN Director Dec 05 '23 Sale 252.18 500 126,088 27,113 Dec 07 04:36 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 FAIRFAX DANIEL W Director Dec 01 '23 Sale 262.49 300 78,747 20,687 Dec 05 04:30 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 Liang Charles President and CEO Oct 27 '23 Option Exercise 38.26 961 36,771 3,458 Oct 31 04:59 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 Sale 243.62 961 234,117 2,497 Oct 31 04:59 PM KAO GEORGE SVP, OPERATIONS Aug 31 '23 Option Exercise 13.00 2,968 38,584 10,558 Sep 05 05:05 PM KAO GEORGE SVP, OPERATIONS Aug 31 '23 Sale 280.79 2,968 833,395 7,590 Sep 05 05:05 PM TUAN SHERMAN Director Aug 30 '23 Sale 272.00 1,000 272,000 27,613 Sep 01 04:36 PM KAO GEORGE SVP, OPERATIONS Aug 14 '23 Option Exercise 26.95 5,160 139,062 12,498 Aug 16 04:12 PM KAO GEORGE SVP, OPERATIONS Aug 14 '23 Sale 269.99 5,160 1,393,132 7,338 Aug 16 04:12 PM CHAN SHIU LEUNG Director Aug 11 '23 Buy 265.57 4,000 1,062,280 40,917 Aug 11 02:38 PM Liu Liang Chiu-Chu Sara Director Jul 27 '23 Option Exercise 38.26 963 36,847 2,790 Jul 31 04:26 PM Liang Charles President and CEO Jul 27 '23 Option Exercise 38.26 963 36,847 2,790 Jul 31 04:29 PM Liu Liang Chiu-Chu Sara Director Jul 27 '23 Sale 329.05 963 316,880 1,827 Jul 31 04:26 PM Liang Charles President and CEO Jul 27 '23 Sale 329.05 963 316,880 1,827 Jul 31 04:29 PM
Index - P/E 35.86 EPS (ttm) 10.64 Insider Own 17.65% Shs Outstand 30.68M Perf Week -9.46%
Market Cap 11.83B Forward P/E 29.38 EPS next Y 12.99 Insider Trans -25.79% Shs Float 25.53M Perf Month -5.89%
Income 339.64M PEG 2.00 EPS next Q 2.80 Inst Own 82.32% Short Float 3.26% Perf Quarter -2.13%
Sales 2.03B P/S 5.83 EPS this Y 31.18% Inst Trans -1.64% Short Ratio 3.57 Perf Half Y 28.25%
Book/sh 24.69 P/B 15.45 EPS next Y 11.48% ROA 20.42% Short Interest 0.83M Perf Year 48.71%
Cash/sh 16.48 P/C 23.15 EPS next 5Y 17.91% ROE 58.83% 52W Range 227.21 - 459.77 Perf YTD 24.45%
Dividend Est. - P/FCF 23.52 EPS past 5Y 35.06% ROI 37.93% 52W High -17.03% Beta 1.37
Dividend TTM - Quick Ratio 0.88 Sales past 5Y 22.02% Gross Margin 27.14% 52W Low 67.89% ATR (14) 18.80
Dividend Ex-Date - Current Ratio 0.88 EPS Y/Y TTM 27.08% Oper. Margin 18.79% RSI (14) 41.65 Volatility 5.30% 3.84%
Employees 5900 Debt/Eq 0.20 Sales Y/Y TTM 21.36% Profit Margin 16.73% Recom 1.91 Target Price 414.57
Option/Short Yes / Yes LT Debt/Eq 0.17 EPS Q/Q 42.47% Payout 0.00% Rel Volume 2.03 Prev Close 380.50
Sales Surprise -0.06% EPS Surprise 8.33% Sales Q/Q 14.59% Earnings Jul 22 AMC Avg Volume 233.27K Price 381.47
SMA20 -8.17% SMA50 -5.71% SMA200 9.52% Trades
Volume 473,844 Change 0.25%
Date
Action
Analyst
Rating Change
Price Target Change
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
Sep-17-18 Initiated SunTrust
Hold
$63
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Jul-25-24 10:04AM
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12:55AM
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06:53PM
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(Morningstar Research) -5.05%
11:51AM
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06:36PM
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(Morningstar Research) -5.45%
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06:51PM
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Jun-16-23 05:00AM
(American City Business Journals)
Medpace Holdings, Inc. engages in the provision of outsourced clinical development services to the biotechnology, pharmaceutical and medical device industries. Its services include medical department, clinical trial management, data-driven feasibility, study-start-up, clinical monitoring, regulatory affairs, patient recruitment and retention, medical writing, biometrics and data sciences, pharmacovigilance, core laboratory, laboratories, clinics, and quality assurance. The company was founded by August James Troendle in 1992 and is headquartered in Cincinnati, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 16 '24 Sale 403.09 7,060 2,845,815 668,413 May 17 04:12 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 10 '24 Sale 402.89 4,956 1,996,723 707,755 May 14 04:11 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 08 '24 Sale 400.58 4,782 1,915,574 716,197 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 02 '24 Sale 400.44 3,396 1,359,894 773,383 May 03 04:07 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 Apr 30 '24 Sale 400.31 1,828 731,767 789,713 May 01 04:22 PM Troendle August J. CEO Apr 29 '24 Sale 400.69 15,102 6,051,220 791,541 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 Medpace Investors, LLC 10% Owner Mar 08 '24 Sale 408.71 25,000 10,217,750 4,733,019 Mar 08 05:02 PM Troendle August J. CEO Mar 08 '24 Sale 408.71 25,000 10,217,750 4,733,019 Mar 08 05:08 PM Keating Ashley M. Director Mar 07 '24 Option Exercise 54.99 472 25,955 472 Mar 08 04:12 PM Troendle August J. CEO Mar 07 '24 Sale 410.74 75,000 30,805,500 4,758,019 Mar 08 05:08 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 Keating Ashley M. Director Mar 07 '24 Sale 415.00 472 195,880 0 Mar 08 04:12 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 Troendle August J. CEO Mar 06 '24 Sale 412.98 100,000 41,298,000 4,833,019 Mar 08 05:08 PM GEIGER JESSE J President Mar 05 '24 Option Exercise 90.65 17,679 1,602,601 21,503 Mar 06 04:42 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 Troendle August J. CEO Mar 05 '24 Sale 402.70 50,000 20,135,000 4,933,019 Mar 06 04:36 PM GEIGER JESSE J President Mar 04 '24 Option Exercise 90.65 22,321 2,023,399 26,145 Mar 06 04:42 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 Troendle August J. CEO Mar 04 '24 Sale 403.12 50,000 20,156,000 4,983,019 Mar 06 04:36 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 01 '24 Sale 401.88 80,000 32,150,400 5,033,019 Mar 04 04:15 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 EWALD STEPHEN P General Counsel & Corp. Secy. Mar 01 '24 Sale 400.79 350 140,276 13,341 Mar 01 04:32 PM Troendle August J. CEO Feb 29 '24 Sale 393.71 20,000 7,874,200 5,113,019 Mar 04 04:15 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 GEIGER JESSE J President Feb 29 '24 Sale 393.50 2,558 1,006,586 3,824 Mar 01 04:25 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 Keating Ashley M. Director Feb 28 '24 Option Exercise 54.99 500 27,495 500 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 Medpace Investors, LLC 10% Owner Feb 28 '24 Sale 404.13 50,000 20,206,500 5,133,019 Feb 29 04:11 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 27 '24 Sale 401.88 50,000 20,094,000 5,183,019 Feb 29 04:16 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 26 '24 Sale 402.38 56,928 22,906,689 5,233,019 Feb 27 04:17 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 23 '24 Sale 400.32 100,000 40,032,000 5,289,947 Feb 27 04:09 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 22 '24 Sale 395.98 100,000 39,598,000 5,389,947 Feb 23 04:11 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 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 Troendle August J. CEO Feb 20 '24 Sale 386.39 13,988 5,404,823 5,525,959 Feb 21 04:45 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 Medpace Investors, LLC 10% Owner Feb 16 '24 Sale 391.75 50,000 19,587,500 5,539,947 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 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 15 '23 Sale 303.00 2,009 608,727 15,283 Dec 18 05:03 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 Troendle August J. CEO Dec 01 '23 Sale 273.26 24,039 6,568,897 5,589,947 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 30 '23 Sale 272.18 7,871 2,142,329 5,613,986 Dec 01 04:25 PM Troendle August J. CEO Nov 30 '23 Sale 272.18 7,871 2,142,329 5,613,986 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 Medpace Investors, LLC 10% Owner Nov 29 '23 Sale 272.66 21,257 5,795,875 5,621,857 Dec 01 04:25 PM Troendle August J. CEO Nov 28 '23 Sale 273.66 21,833 5,974,819 5,643,114 Nov 29 04:16 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 Medpace Investors, LLC 10% Owner Nov 27 '23 Sale 276.10 25,000 6,902,500 5,664,947 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 Medpace Investors, LLC 10% Owner Nov 22 '23 Sale 277.81 25,000 6,945,250 5,689,947 Nov 27 04:40 PM Troendle August J. CEO Nov 22 '23 Sale 277.81 25,000 6,945,250 5,689,947 Nov 27 04:42 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 21 '23 Sale 277.37 25,000 6,934,250 5,714,947 Nov 22 04:16 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 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 Medpace Investors, LLC 10% Owner Nov 17 '23 Sale 273.91 50,000 13,695,500 5,789,947 Nov 21 04:17 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 Troendle August J. CEO Nov 16 '23 Sale 281.61 17,000 4,787,370 5,839,947 Nov 16 04:43 PM Troendle August J. CEO Nov 15 '23 Sale 283.42 33,000 9,352,860 5,856,947 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 Troendle August J. CEO Nov 14 '23 Sale 283.11 25,000 7,077,750 5,889,947 Nov 16 04:43 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 21 '23 Sale 244.27 61,655 15,060,467 5,914,947 Sep 21 09:41 PM Medpace Investors, LLC 10% Owner Sep 21 '23 Sale 244.27 61,655 15,060,467 5,914,947 Sep 21 09:40 PM Medpace Investors, LLC 10% Owner Sep 20 '23 Sale 255.48 65,653 16,773,028 5,976,602 Sep 21 09:40 PM Troendle August J. CEO Sep 20 '23 Sale 255.48 65,653 16,773,028 5,976,602 Sep 21 09:41 PM Troendle August J. CEO Sep 19 '23 Sale 259.66 137,379 35,671,831 6,042,255 Sep 20 04:15 PM Medpace Investors, LLC 10% Owner Sep 19 '23 Sale 259.66 137,379 35,671,831 6,042,255 Sep 20 04:16 PM Medpace Investors, LLC 10% Owner Sep 18 '23 Sale 274.76 53,385 14,668,063 6,179,634 Sep 20 04:16 PM Troendle August J. CEO Sep 18 '23 Sale 274.76 53,385 14,668,063 6,179,634 Sep 20 04:15 PM Kraft Robert O. Director Aug 14 '23 Option Exercise 26.44 13,782 364,396 13,970 Aug 16 04:15 PM Kraft Robert O. Director Aug 14 '23 Sale 265.67 13,782 3,661,464 188 Aug 16 04:15 PM Brady Kevin M. CFO & Treasurer Jul 31 '23 Option Exercise 90.65 10,000 906,500 13,000 Aug 02 04:15 PM Brady Kevin M. CFO & Treasurer Jul 31 '23 Sale 255.00 7,000 1,785,000 6,000 Aug 02 04:15 PM
Index S&P 500 P/E 15.04 EPS (ttm) 6.47 Insider Own 20.28% Shs Outstand 324.48M Perf Week 0.27%
Market Cap 31.67B Forward P/E 9.93 EPS next Y 9.79 Insider Trans -0.43% Shs Float 259.58M Perf Month 1.55%
Income 2.11B PEG 2.07 EPS next Q 2.23 Inst Own 72.66% Short Float 1.55% Perf Quarter -2.43%
Sales 40.65B P/S 0.78 EPS this Y -4.42% Inst Trans -0.31% Short Ratio 2.46 Perf Half Y 1.96%
Book/sh 39.89 P/B 2.44 EPS next Y 18.46% ROA 5.81% Short Interest 4.03M Perf Year 2.39%
Cash/sh 7.16 P/C 13.59 EPS next 5Y 7.25% ROE 16.48% 52W Range 88.46 - 107.02 Perf YTD 2.29%
Dividend Est. 5.13 (5.28% ) P/FCF 11.80 EPS past 5Y -11.67% ROI 8.30% 52W High -9.12% Beta 1.07
Dividend TTM 5.09 (5.23% ) Quick Ratio 1.32 Sales past 5Y 5.13% Gross Margin 11.98% 52W Low 9.95% ATR (14) 1.87
Dividend Ex-Date Jun 03, 2024 Current Ratio 2.12 EPS Y/Y TTM -29.90% Oper. Margin 7.73% RSI (14) 54.35 Volatility 2.17% 1.83%
Employees 20000 Debt/Eq 0.97 Sales Y/Y TTM -14.50% Profit Margin 5.18% Recom 2.50 Target Price 106.41
Option/Short Yes / Yes LT Debt/Eq 0.96 EPS Q/Q 0.09% Payout 76.43% Rel Volume 0.68 Prev Close 96.60
Sales Surprise 2.30% EPS Surprise 12.13% Sales Q/Q -2.65% Earnings Aug 02 BMO Avg Volume 1.64M Price 97.26
SMA20 1.72% SMA50 0.82% SMA200 0.60% Trades
Volume 1,113,541 Change 0.68%
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
$73
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LyondellBasell Industries NV engages in the refinery and production of plastic resins and other chemicals. It operates through the following segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. The Olefins and Polyolefins-Americas segment produces and markets olefins and co-products, polyethylene and polypropylene. The Olefins and Polyolefins-Europe, Asia, International segment also offers olefins and polyolefins. The Intermediates and Derivatives segment includes propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals. The Advanced Polymer Solutions segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, colors and powders, engineered composites, and advanced polymers. The Refining segment refines heavy, high-sulfur crude oil and other crude oils of varied types and sources. The Technology segment develops chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts. The company was founded in December 2007 and is headquartered in London, the United Kingdom.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 26 '24 Sale 98.92 9,489 938,681 89,445 Feb 27 08:04 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 23 '24 Sale 99.19 29,229 2,899,192 91,758 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 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 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 Sale 96.83 15,934 1,542,834 44,876 Nov 22 04:06 PM Kaplan Jeffrey A EVP and General Counsel Aug 29 '23 Sale 97.56 10,000 975,623 49,876 Aug 30 04:39 PM AI INVESTMENTS HOLDINGS LLC 10% Owner Aug 11 '23 Sale 99.61 6,028 600,439 63,837 Aug 14 05:00 PM AI INVESTMENTS HOLDINGS LLC 10% Owner Aug 11 '23 Sale 99.61 483 48,111 765,996 Aug 14 05:00 PM Lane Kenneth Todd EVP, Olefins and Polyolefins Aug 10 '23 Option Exercise 89.26 9,491 847,167 81,940 Aug 11 04:16 PM Seward James Malcolm EVP & Chief Innovation Officer Aug 08 '23 Option Exercise 78.15 2,728 213,193 23,624 Aug 10 04:10 PM
Index - P/E - EPS (ttm) -6.09 Insider Own 43.85% Shs Outstand 279.05M Perf Week -1.94%
Market Cap 9.08B Forward P/E 26.66 EPS next Y 1.29 Insider Trans 6.87% Shs Float 148.64M Perf Month 6.92%
Income -1714.00M PEG - EPS next Q 0.13 Inst Own 42.24% Short Float 10.41% Perf Quarter -0.64%
Sales 3.10B P/S 2.93 EPS this Y 108.55% Inst Trans - Short Ratio 3.61 Perf Half Y 34.38%
Book/sh 11.82 P/B 2.90 EPS next Y 21.21% ROA -41.47% Short Interest 15.48M Perf Year -
Cash/sh 6.26 P/C 5.48 EPS next 5Y - ROE -52.16% 52W Range 22.13 - 42.95 Perf YTD 46.23%
Dividend Est. - P/FCF 16.16 EPS past 5Y - ROI -51.27% 52W High -20.09% Beta -
Dividend TTM - Quick Ratio 3.78 Sales past 5Y 27.50% Gross Margin 73.86% 52W Low 55.08% ATR (14) 1.29
Dividend Ex-Date - Current Ratio 3.78 EPS Y/Y TTM -1470.24% Oper. Margin -68.93% RSI (14) 51.20 Volatility 3.54% 3.57%
Employees 3380 Debt/Eq 0.01 Sales Y/Y TTM 10.62% Profit Margin -55.24% Recom 2.14 Target Price 43.35
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q - Payout - Rel Volume 0.34 Prev Close 34.09
Sales Surprise 3.26% EPS Surprise 1937.61% Sales Q/Q 8.04% Earnings Aug 06 AMC Avg Volume 4.29M Price 34.32
SMA20 0.42% SMA50 3.42% SMA200 13.93% Trades
Volume 1,458,777 Change 0.67%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-16-23 Initiated JMP Securities
Mkt Outperform
$33
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Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fong Morgan GENERAL COUNSEL & SECRETARY Jul 22 '24 Sale 35.02 9,506 332,928 372,335 Jul 24 04:13 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Jul 22 '24 Sale 35.02 2,626 91,972 107,910 Jul 24 04:17 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 Fong Morgan GENERAL COUNSEL & SECRETARY Jun 20 '24 Sale 33.86 9,228 312,448 381,841 Jun 24 04:03 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Jun 20 '24 Sale 33.86 2,550 86,341 110,536 Jun 24 04:06 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 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 20 '24 Sale 33.21 2,550 84,678 113,086 May 22 04:33 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 May 01 '24 Sale 35.09 3,236 113,551 2,125,301 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 Apr 29 '24 Sale 34.93 13,206 461,345 2,132,845 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 21 '24 Sale 38.09 17,539 668,004 909,115 Mar 22 04:05 PM Simo Fidji President and CEO Mar 20 '24 Sale 38.07 82,461 3,139,323 926,654 Mar 22 04:05 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 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 SC US (TTGP), LTD. 10% Owner 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 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:59 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 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 07:56 PM Gupta Ravi Director 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 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 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 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 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 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 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 Gupta Ravi Director 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 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 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 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 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 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 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 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 JORDAN JEFFREY D Director Feb 15 '24 Sale 26.01 760,479 19,776,953 0 Feb 16 06:06 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 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 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 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 Mehta Apoorva 10% Owner Sep 21 '23 Sale 30.00 700,000 21,000,000 23,409,751 Sep 25 07:03 PM Grosvenor Capital Management, See Explanation of Responses Sep 20 '23 Sale 32.05 71 2,276 0 Sep 21 09:21 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
Index NDX, S&P 500 P/E 27.94 EPS (ttm) 39.74 Insider Own 0.91% Shs Outstand 59.07M Perf Week 6.47%
Market Cap 65.39B Forward P/E 24.15 EPS next Y 45.98 Insider Trans -17.64% Shs Float 58.36M Perf Month 5.66%
Income 2.37B PEG 2.45 EPS next Q 11.64 Inst Own 86.25% Short Float 2.04% Perf Quarter 5.33%
Sales 16.28B P/S 4.02 EPS this Y 7.58% Inst Trans -3.03% Short Ratio 2.77 Perf Half Y 8.42%
Book/sh -27.19 P/B - EPS next Y 11.11% ROA 17.15% Short Interest 1.19M Perf Year 14.98%
Cash/sh 2.46 P/C 450.81 EPS next 5Y 11.40% ROE - 52W Range 860.10 - 1169.11 Perf YTD 16.86%
Dividend Est. - P/FCF 32.44 EPS past 5Y 19.03% ROI 41.43% 52W High -5.03% Beta 0.92
Dividend TTM - Quick Ratio 0.11 Sales past 5Y 10.69% Gross Margin 53.16% 52W Low 29.09% ATR (14) 23.44
Dividend Ex-Date - Current Ratio 0.70 EPS Y/Y TTM 10.07% Oper. Margin 19.85% RSI (14) 70.66 Volatility 2.78% 2.17%
Employees 90302 Debt/Eq - Sales Y/Y TTM 6.99% Profit Margin 14.57% Recom 1.83 Target Price 1167.94
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 3.20% Payout 0.00% Rel Volume 1.28 Prev Close 1092.91
Sales Surprise -0.86% EPS Surprise -2.85% Sales Q/Q 4.99% Earnings Jul 24 AMC Avg Volume 429.15K Price 1110.31
SMA20 6.74% SMA50 9.01% SMA200 9.26% Trades
Volume 549,948 Change 1.59%
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
$680
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O'Reilly Automotive, Inc. owns and operates retail outlets in the United States. It engages in the distribution and retailing of automotive aftermarket parts, tools, supplies, equipment, and accessories in the U.S., serving both professional installers and do-it-yourself customers. It provides new and remanufactured automotive hard parts, including alternators, starters, fuel pumps, water pumps, brake system components, batteries, belts, hoses, temperature controls, chassis parts and engine parts, maintenance items consisting of oil, antifreeze products, fluids, filters, lighting products, engine additives, and appearance products, and accessories, such as floor mats, seat covers, and truck accessories. Its stores offer auto body paint and related materials, automotive tools, and professional service provider service equipment. The firm stores also offer enhanced services and programs consisting of used oil, oil filter and battery recycling, battery, wiper, and bulb replacement, battery diagnostic testing, electrical and module testing, check engine light code extraction, a loaner tool program, drum and rotor resurfacing, custom hydraulic hoses, professional paint shop mixing and related materials, and machine shops. O'Reilly Automotive stores provide do-it-yourself and professional service provider customers a selection of brand name, house brands, and private label products for domestic and imported automobiles, vans, and trucks. The company was founded by Charles F. O'Reilly and Charles H. O'Reilly in November 1957 and is headquartered in Springfield, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 Sale 1081.05 1,650 1,783,737 354 Mar 01 04:30 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 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 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 22 '24 Sale 1049.75 2,394 2,513,107 211,539 Feb 23 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 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 HOPPER PHILIP M SVP OF REAL ESTATE & EXPANSION Feb 14 '24 Option Exercise 146.68 512 75,100 808 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 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 Sale 1050.00 512 537,600 296 Feb 16 04:31 PM REAVES SHARI LYNNE SVP OF HR AND TRAINING Feb 14 '24 Sale 1046.24 106 110,901 970 Feb 16 04:30 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 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 FLETCHER JEREMY ADAM EVP & CFO Feb 13 '24 Option Exercise 210.23 5,000 1,051,150 7,335 Feb 15 04:47 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 FLETCHER JEREMY ADAM EVP & CFO Feb 13 '24 Sale 1028.00 5,000 5,140,000 2,335 Feb 15 04:47 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 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 LAURO JEFFREY ALAN SVP OF INFORMATION TECHNOLOGY Feb 13 '24 Sale 1038.63 431 447,648 963 Feb 15 04:50 PM MURPHY JOHN RAYMOND Director Feb 13 '24 Sale 1039.28 269 279,567 950 Feb 15 04:46 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 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 DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Nov 10 '23 Sale 986.59 549 541,637 352 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 OREILLY LAWRENCE P Director Sep 01 '23 Sale 945.57 1,060 1,002,304 157,764 Sep 06 04:30 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Aug 30 '23 Option Exercise 210.23 549 115,416 898 Aug 31 04:31 PM DE WILD TAMARA F. SVP OF LEGAL & GENERAL COUNSEL Aug 30 '23 Sale 955.50 549 524,571 349 Aug 31 04:31 PM JOHNSON GREGORY D CEO Aug 16 '23 Option Exercise 262.38 2,000 524,760 6,777 Aug 18 04:32 PM JOHNSON GREGORY D CEO Aug 16 '23 Sale 954.13 2,000 1,908,267 4,777 Aug 18 04:32 PM JOHNSON GREGORY D CEO Aug 14 '23 Option Exercise 256.69 7,574 1,944,170 12,351 Aug 16 04:30 PM JOHNSON GREGORY D CEO Aug 14 '23 Sale 944.90 7,574 7,156,658 4,777 Aug 16 04:30 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 10 '23 Option Exercise 192.65 14,599 2,812,497 22,977 Aug 14 04:30 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 10 '23 Sale 937.81 14,599 13,691,117 8,378 Aug 14 04:30 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 08 '23 Option Exercise 192.65 656 126,378 9,034 Aug 10 04:31 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 08 '23 Sale 937.00 656 614,672 8,378 Aug 10 04:31 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 07 '23 Option Exercise 192.65 7,633 1,470,497 16,011 Aug 08 04:31 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 07 '23 Sale 935.71 7,633 7,142,287 8,378 Aug 08 04:31 PM WEISS ANDREA Director Aug 07 '23 Sale 931.34 200 186,268 1,127 Aug 08 04:31 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 04 '23 Option Exercise 192.65 200 38,530 8,578 Aug 08 04:31 PM HENSLEE GREGORY L CHAIRMAN OF THE BOARD Aug 04 '23 Sale 935.20 200 187,040 8,378 Aug 08 04:31 PM
Index NDX, S&P 500 P/E 66.92 EPS (ttm) 3.87 Insider Own 0.99% Shs Outstand 271.71M Perf Week -7.56%
Market Cap 70.86B Forward P/E 37.52 EPS next Y 6.90 Insider Trans -7.92% Shs Float 271.11M Perf Month -16.34%
Income 1.06B PEG 3.91 EPS next Q 1.45 Inst Own 88.60% Short Float 1.17% Perf Quarter -6.60%
Sales 4.16B P/S 17.03 EPS this Y 14.10% Inst Trans 0.94% Short Ratio 1.89 Perf Half Y -11.13%
Book/sh 15.56 P/B 16.63 EPS next Y 17.39% ROA 17.05% Short Interest 3.16M Perf Year 10.61%
Cash/sh 3.87 P/C 66.92 EPS next 5Y 17.11% ROE 29.44% 52W Range 217.77 - 328.99 Perf YTD -4.99%
Dividend Est. - P/FCF 56.83 EPS past 5Y 25.42% ROI 20.06% 52W High -21.34% Beta 1.06
Dividend TTM - Quick Ratio 1.32 Sales past 5Y 13.90% Gross Margin 87.99% 52W Low 18.84% ATR (14) 9.11
Dividend Ex-Date - Current Ratio 1.43 EPS Y/Y TTM 18.77% Oper. Margin 28.59% RSI (14) 26.24 Volatility 3.75% 2.82%
Employees 11200 Debt/Eq 0.32 Sales Y/Y TTM 9.49% Profit Margin 25.36% Recom 2.00 Target Price 328.25
Option/Short Yes / Yes LT Debt/Eq 0.23 EPS Q/Q 3.59% Payout 0.00% Rel Volume 1.56 Prev Close 258.38
Sales Surprise 1.74% EPS Surprise 4.32% Sales Q/Q 8.61% Earnings Jul 22 AMC Avg Volume 1.67M Price 258.79
SMA20 -14.17% SMA50 -13.82% SMA200 -9.46% Trades
Volume 2,605,220 Change 0.16%
Date
Action
Analyst
Rating Change
Price Target Change
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
Dec-09-20 Upgrade JP Morgan
Neutral → Overweight
$122 → $145
Show Previous Ratings
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Cadence Design Systems, Inc. engages in the design and development of integrated circuits and electronic devices. The company was founded by Alberto Sangiovanni-Vincentelli, Gudmundur A. Hjartarson, K. Bobby Chao, and K. Charles Janac in June 1988 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Cunningham Paul Sr. Vice President Jul 01 '24 Sale 307.75 650 200,038 65,844 Jul 02 07:56 PM Nisewaner Karna SVP & General Counsel Jul 01 '24 Sale 307.75 600 184,650 19,280 Jul 02 07:58 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 Cunningham Paul Sr. Vice President May 01 '24 Sale 275.36 1,000 275,360 67,144 May 03 06:03 PM Nisewaner Karna SVP & General Counsel May 01 '24 Sale 275.36 600 165,216 20,480 May 03 06:04 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 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 PLUMMER JAMES D Director Mar 07 '24 Sale 315.40 2,412 760,745 22,923 Mar 21 05:41 PM Cunningham Paul Sr. Vice President Mar 01 '24 Sale 303.23 1,000 303,230 83,946 Mar 05 05:20 PM Nisewaner Karna SVP & General Counsel Mar 01 '24 Sale 303.23 600 181,938 17,595 Mar 05 05:22 PM WALL JOHN M Sr. VP & CFO Feb 28 '24 Sale 299.00 2,700 807,300 76,552 Mar 01 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 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 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 DEVGAN ANIRUDH President and CEO Jan 02 '24 Option Exercise 39.58 99,886 3,953,488 239,234 Jan 04 04:08 PM ZAMAN ANEEL Sr. Vice President Jan 02 '24 Option Exercise 142.22 6,708 954,022 70,202 Jan 04 04:05 PM DEVGAN ANIRUDH President and CEO Jan 02 '24 Sale 263.20 99,886 26,290,303 139,348 Jan 04 04:08 PM ZAMAN ANEEL Sr. Vice President Jan 02 '24 Sale 264.10 6,708 1,771,599 63,494 Jan 04 04:05 PM Cunningham Paul Sr. Vice President Jan 02 '24 Sale 269.16 1,000 269,160 86,316 Jan 04 04:09 PM Nisewaner Karna Corporate VP, General Counsel Jan 02 '24 Sale 269.16 600 161,496 19,009 Jan 04 04:07 PM SANGIOVANNI VINCENTELLI ALBERT Director Dec 19 '23 Sale 275.00 6,000 1,650,000 60,683 Dec 21 05:23 PM WALL JOHN M Sr. VP & CFO Dec 18 '23 Sale 271.91 2,400 652,584 80,594 Dec 18 07:28 PM SOHN YOUNG Director Dec 15 '23 Option Exercise 13.81 10,000 138,100 13,073 Dec 19 06:12 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 Cunningham Paul Sr. Vice President Dec 01 '23 Sale 272.85 1,000 272,850 87,316 Dec 05 05:36 PM Nisewaner Karna Corporate VP, General Counsel Dec 01 '23 Sale 272.85 700 190,995 19,609 Dec 05 05:41 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 Adams Mark Director Oct 02 '23 Sale 235.44 1,377 324,201 2,450 Oct 04 05:11 PM Cunningham Paul Sr. Vice President Oct 02 '23 Sale 235.44 1,000 235,440 89,316 Oct 04 05:13 PM Nisewaner Karna Corporate VP, General Counsel Oct 02 '23 Sale 235.44 100 23,544 20,409 Oct 04 05:14 PM ZAMAN ANEEL Sr. Vice President Sep 19 '23 Sale 235.66 1,304 307,301 63,494 Sep 19 08:40 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 SANGIOVANNI VINCENTELLI ALBERT Director Sep 08 '23 Sale 241.26 4,000 965,047 66,683 Sep 12 05:03 PM Cunningham Paul Sr. Vice President Sep 01 '23 Sale 242.21 1,000 242,210 91,414 Sep 06 05:22 PM Nisewaner Karna Corporate VP, General Counsel Sep 01 '23 Sale 242.21 100 24,221 21,152 Sep 06 05:20 PM ZAMAN ANEEL Sr. Vice President Aug 29 '23 Sale 231.86 1,207 279,854 66,080 Aug 29 06:51 PM DEVGAN ANIRUDH President and CEO Aug 28 '23 Sale 233.97 1,523 356,336 144,944 Aug 29 06:41 PM WALL JOHN M Sr. VP & CFO Aug 08 '23 Option Exercise 78.76 32,604 2,567,891 138,654 Aug 10 07:01 PM WALL JOHN M Sr. VP & CFO Aug 08 '23 Sale 229.09 49,104 11,249,296 89,550 Aug 10 07:01 PM SANGIOVANNI VINCENTELLI ALBERT Director Aug 08 '23 Sale 230.23 8,800 2,026,020 70,683 Aug 10 06:59 PM Adams Mark Director Aug 08 '23 Sale 229.80 1,473 338,495 2,450 Aug 10 06:58 PM ZAMAN ANEEL Sr. Vice President Aug 03 '23 Sale 227.85 271 61,747 68,471 Aug 07 05:35 PM Cunningham Paul Sr. Vice President Aug 01 '23 Sale 231.43 1,000 231,430 93,124 Aug 03 05:33 PM Nisewaner Karna Corporate VP, General Counsel Aug 01 '23 Sale 231.43 100 23,143 21,894 Aug 03 05:31 PM PLUMMER JAMES D Director Jul 27 '23 Sale 238.54 4,406 1,051,008 25,335 Jul 31 07:55 PM
Index DJIA, S&P 500 P/E 19.47 EPS (ttm) 3.73 Insider Own 22.47% Shs Outstand 1.23B Perf Week -0.19%
Market Cap 109.53B Forward P/E 20.40 EPS next Y 3.56 Insider Trans -0.15% Shs Float 1.17B Perf Month -22.86%
Income 5.70B PEG 3.96 EPS next Q 0.54 Inst Own 67.42% Short Float 2.03% Perf Quarter -22.76%
Sales 51.37B P/S 2.13 EPS this Y -20.16% Inst Trans -0.25% Short Ratio 1.69 Perf Half Y -27.99%
Book/sh 9.41 P/B 7.71 EPS next Y 12.79% ROA 15.07% Short Interest 23.74M Perf Year -33.61%
Cash/sh 7.67 P/C 9.46 EPS next 5Y 4.92% ROE 40.09% 52W Range 70.91 - 123.39 Perf YTD -33.17%
Dividend Est. 1.49 (2.05%) P/FCF 17.68 EPS past 5Y 8.42% ROI 22.89% 52W High -41.20% Beta 1.01
Dividend TTM 1.45 (2.00%) Quick Ratio 1.69 Sales past 5Y 5.89% Gross Margin 45.28% 52W Low 2.33% ATR (14) 1.99
Dividend Ex-Date Jun 03, 2024 Current Ratio 2.40 EPS Y/Y TTM 15.03% Oper. Margin 11.87% RSI (14) 34.58 Volatility 2.44% 2.29%
Employees 83700 Debt/Eq 0.83 Sales Y/Y TTM 0.35% Profit Margin 11.10% Recom 2.31 Target Price 90.52
Option/Short Yes / Yes LT Debt/Eq 0.73 EPS Q/Q 49.43% Payout 38.87% Rel Volume 0.62 Prev Close 71.41
Sales Surprise -1.98% EPS Surprise 20.58% Sales Q/Q -1.58% Earnings Jun 27 AMC Avg Volume 14.09M Price 72.56
SMA20 -2.67% SMA50 -15.81% SMA200 -26.23% Trades
Volume 8,750,910 Change 1.61%
Date
Action
Analyst
Rating Change
Price Target Change
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
Dec-14-23 Reiterated RBC Capital Mkts
Outperform
$120 → $127
Show Previous Ratings
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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East & Africa, Greater China, Asia Pacific & Latin America, Global Brand Divisions, Converse, and Corporate. The North America, Europe, Middle East & Africa, Greater China, and Asia Pacific & Latin America segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions represent its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment consists of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip H. Knight on January 25, 1964, and is headquartered in Beaverton, OR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
PARKER MARK G EXECUTIVE CHAIRMAN 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 COOK TIMOTHY D Director Aug 21 '23 Option Exercise 34.75 14,000 486,500 48,443 Aug 22 04:59 PM Matheson Monique S. EVP: CHRO Aug 08 '23 Option Exercise 59.10 40,000 2,364,000 84,736 Aug 09 05:06 PM Matheson Monique S. EVP: CHRO Aug 08 '23 Sale 108.59 40,000 4,343,678 44,736 Aug 09 05:06 PM Friend Matthew EVP: CFO Aug 03 '23 Sale 107.00 5,545 593,315 42,119 Aug 07 04:25 PM Nielsen Johanna VP: CORP CONTROLLER Aug 03 '23 Sale 107.00 1,706 182,542 954 Aug 07 04:23 PM
Index NDX P/E - EPS (ttm) -1.07 Insider Own 25.67% Shs Outstand 375.99M Perf Week -1.28%
Market Cap 42.83B Forward P/E 79.44 EPS next Y 1.32 Insider Trans -1.59% Shs Float 303.96M Perf Month -5.71%
Income -420.00M PEG - EPS next Q -0.09 Inst Own 64.75% Short Float 4.58% Perf Quarter -18.24%
Sales 9.11B P/S 4.70 EPS this Y 109.83% Inst Trans -0.77% Short Ratio 3.15 Perf Half Y -2.59%
Book/sh 17.13 P/B 6.11 EPS next Y 845.00% ROA -3.98% Short Interest 13.92M Perf Year 21.64%
Cash/sh 10.98 P/C 9.54 EPS next 5Y - ROE -6.21% 52W Range 69.90 - 143.34 Perf YTD 5.92%
Dividend Est. - P/FCF 28.18 EPS past 5Y -16.86% ROI -5.61% 52W High -26.93% Beta 1.68
Dividend TTM - Quick Ratio 1.62 Sales past 5Y 113.09% Gross Margin 40.99% 52W Low 49.84% ATR (14) 4.10
Dividend Ex-Date - Current Ratio 1.62 EPS Y/Y TTM 70.00% Oper. Margin -5.14% RSI (14) 46.04 Volatility 4.06% 3.40%
Employees 19300 Debt/Eq 0.08 Sales Y/Y TTM 27.24% Profit Margin -4.61% Recom 1.88 Target Price 136.04
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 86.25% Payout - Rel Volume 0.91 Prev Close 100.78
Sales Surprise 2.30% EPS Surprise -83.49% Sales Q/Q 23.49% Earnings Aug 01 AMC Avg Volume 4.42M Price 104.74
SMA20 -1.46% SMA50 -4.89% SMA200 -4.25% Trades
Volume 4,025,649 Change 3.93%
Date
Action
Analyst
Rating Change
Price Target Change
Today 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
Jun-08-23 Initiated Wells Fargo
Equal Weight
$70
Show Previous Ratings
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(Morningstar Research) -5.13%
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DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013, and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Xu Tony CHIEF EXECUTIVE OFFICER 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 12 '24 Sale 105.59 50,000 5,279,306 19,982 Jul 15 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 11 '24 Sale 105.57 50,000 5,278,652 19,982 Jul 15 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Jul 01 '24 Option Exercise 7.16 54,166 387,829 54,166 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 Xu Tony CHIEF EXECUTIVE OFFICER Jul 01 '24 Sale 107.75 54,166 5,836,330 0 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 Yandell Keith CHIEF BUSINESS OFFICER Jul 01 '24 Sale 107.75 6,554 706,162 155,097 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 Fang Andy Director Jun 10 '24 Option Exercise 7.16 50,000 358,000 89,275 Jun 11 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 10 '24 Sale 111.96 50,000 5,597,823 39,275 Jun 11 04:05 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 07 '24 Sale 113.40 50,000 5,669,985 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 Adarkar Prabir PRESIDENT AND COO May 20 '24 Sale 113.73 19,823 2,254,556 1,002,787 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 Inukonda Ravi CHIEF FINANCIAL OFFICER May 20 '24 Sale 113.80 10,425 1,186,316 448,851 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 Lee Gordon S CHIEF ACCOUNTING OFFICER May 20 '24 Sale 113.78 2,569 292,290 102,684 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 Tang Stanley Director May 20 '24 Sale 113.74 1,849 210,310 39,103 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 12 '24 Option Exercise 0.20 66,195 13,239 102,677 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 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 11 '24 Sale 139.31 66,195 9,221,472 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 Adarkar Prabir PRESIDENT AND COO Apr 01 '24 Option Exercise 7.16 8,000 57,280 918,340 Apr 03 04:25 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 Sale 137.91 8,000 1,103,280 910,340 Apr 03 04:25 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 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 Yandell Keith CHIEF BUSINESS OFFICER Mar 01 '24 Sale 124.50 3,500 435,750 161,102 Mar 05 04:05 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Mar 01 '24 Sale 124.50 1,000 124,500 92,207 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 Adarkar Prabir PRESIDENT AND COO Feb 20 '24 Sale 112.01 18,560 2,078,853 910,340 Feb 22 04:05 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 112.01 13,313 1,491,199 401,425 Feb 22 04:05 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 20 '24 Sale 111.98 11,718 1,312,229 179,913 Feb 22 04:05 PM Yandell Keith CHIEF BUSINESS OFFICER Feb 20 '24 Sale 111.99 9,748 1,091,727 169,602 Feb 22 04:06 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Feb 20 '24 Sale 113.60 3,738 424,648 453,291 May 22 04:00 PM Lee Gordon S CHIEF ACCOUNTING OFFICER Feb 20 '24 Sale 112.01 3,731 417,923 93,207 Feb 22 04:05 PM Fang Andy Director Feb 20 '24 Sale 111.99 3,704 414,828 37,265 Feb 22 04:06 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 16 '24 Option Exercise 0.20 67,000 13,400 107,969 Feb 20 04:41 PM Fang Andy Director Feb 16 '24 Sale 110.57 67,000 7,408,020 40,969 Feb 20 04:41 PM Fang Andy Director Feb 15 '24 Option Exercise 0.20 67,000 13,400 107,969 Feb 20 04:41 PM Fang Andy Director Feb 15 '24 Sale 121.81 67,000 8,161,239 40,969 Feb 20 04:41 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 15 '24 Sale 123.45 2,504 309,113 191,631 Feb 20 04:42 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 14 '24 Sale 120.08 23,125 2,776,781 194,135 Feb 16 04:05 PM Xu Tony CHIEF EXECUTIVE OFFICER Feb 12 '24 Option Exercise 0.20 132,300 26,460 132,300 Feb 14 04:00 PM Xu Tony CHIEF EXECUTIVE OFFICER Feb 12 '24 Sale 119.72 132,300 15,839,012 0 Feb 14 04:00 PM Sherringham Tia GENERAL COUNSEL AND SECRETARY Feb 12 '24 Sale 120.15 1,880 225,882 217,260 Feb 14 04:05 PM Tang Stanley Director Feb 06 '24 Option Exercise 0.20 73,390 14,678 113,694 Feb 07 04:01 PM Tang Stanley Director Feb 06 '24 Sale 109.57 73,390 8,041,519 40,304 Feb 07 04:01 PM Brown Shona L Director Feb 06 '24 Sale 109.71 700 76,797 71,514 Feb 08 04:58 PM Tang Stanley Director Feb 05 '24 Option Exercise 0.20 93,000 18,600 133,304 Feb 07 04:01 PM Tang Stanley Director Feb 05 '24 Sale 107.92 93,000 10,036,945 40,304 Feb 07 04:01 PM Adarkar Prabir PRESIDENT AND COO Feb 01 '24 Option Exercise 7.16 8,000 57,280 936,900 Feb 05 04:18 PM Adarkar Prabir PRESIDENT AND COO Feb 01 '24 Sale 104.89 8,000 839,120 928,900 Feb 05 04:18 PM Yandell Keith CHIEF BUSINESS OFFICER Feb 01 '24 Sale 104.89 3,500 367,115 179,350 Feb 05 04:20 PM Inukonda Ravi CHIEF FINANCIAL OFFICER Jan 30 '24 Sale 109.73 5,000 548,650 414,738 Feb 01 04:08 PM Fang Andy Director Jan 12 '24 Option Exercise 0.20 67,000 13,400 107,969 Jan 16 05:22 PM Fang Andy Director Jan 12 '24 Sale 105.00 66,980 7,032,635 40,969 Jan 16 05:22 PM Fang Andy Director Jan 11 '24 Option Exercise 0.20 67,000 13,400 107,969 Jan 16 05:22 PM Fang Andy Director Jan 11 '24 Sale 104.08 67,000 6,973,246 40,969 Jan 16 05:22 PM Xu Tony Chief Executive Officer Jan 10 '24 Option Exercise 0.20 132,300 26,460 132,300 Jan 12 04:01 PM Xu Tony Chief Executive Officer Jan 10 '24 Sale 104.93 132,300 13,882,766 0 Jan 12 04:01 PM Tang Stanley Director Jan 09 '24 Option Exercise 0.20 93,000 18,600 133,304 Jan 10 04:01 PM Tang Stanley Director Jan 09 '24 Sale 100.34 93,000 9,331,391 40,304 Jan 10 04:01 PM Tang Stanley Director Jan 08 '24 Option Exercise 0.20 93,000 18,600 133,304 Jan 10 04:01 PM Tang Stanley Director Jan 08 '24 Sale 98.04 93,000 9,117,985 40,304 Jan 10 04:01 PM Brown Shona L Director Jan 05 '24 Sale 93.54 700 65,478 72,214 Jan 09 04:05 PM Adarkar Prabir President and COO Jan 02 '24 Sale 97.72 8,000 781,786 928,900 Jan 04 04:12 PM Yandell Keith Chief Business Officer Jan 02 '24 Sale 97.80 3,500 342,300 182,850 Jan 04 04:12 PM Fang Andy Director Dec 29 '23 Option Exercise 0.20 67,000 13,400 107,969 Jan 02 04:11 PM Fang Andy Director Dec 29 '23 Sale 99.97 67,000 6,698,173 40,969 Jan 02 04:11 PM Inukonda Ravi Chief Financial Officer Dec 29 '23 Sale 100.07 7,000 700,513 419,738 Jan 03 04:06 PM
Index DJIA, S&P 500 P/E 37.76 EPS (ttm) 15.09 Insider Own 0.19% Shs Outstand 924.00M Perf Week 0.78%
Market Cap 524.36B Forward P/E 18.29 EPS next Y 31.15 Insider Trans -1.98% Shs Float 918.59M Perf Month 17.70%
Income 14.10B PEG 2.97 EPS next Q 7.07 Inst Own 90.60% Short Float 0.77% Perf Quarter 15.36%
Sales 381.25B P/S 1.38 EPS this Y 10.24% Inst Trans -0.70% Short Ratio 1.73 Perf Half Y 15.47%
Book/sh 94.23 P/B 6.05 EPS next Y 12.50% ROA 4.98% Short Interest 7.03M Perf Year 12.15%
Cash/sh - P/C - EPS next 5Y 12.72% ROE 18.29% 52W Range 436.38 - 581.50 Perf YTD 8.22%
Dividend Est. 7.91 (1.39%) P/FCF - EPS past 5Y 14.37% ROI 9.37% 52W High -2.03% Beta 0.59
Dividend TTM 7.74 (1.36%) Quick Ratio - Sales past 5Y 10.25% Gross Margin - 52W Low 30.56% ATR (14) 12.72
Dividend Ex-Date Jun 17, 2024 Current Ratio 0.88 EPS Y/Y TTM -25.20% Oper. Margin 7.30% RSI (14) 71.60 Volatility 1.86% 2.36%
Employees 440000 Debt/Eq 0.87 Sales Y/Y TTM 10.43% Profit Margin 3.70% Recom 1.34 Target Price 618.41
Option/Short Yes / Yes LT Debt/Eq 0.74 EPS Q/Q -21.99% Payout 30.55% Rel Volume 0.79 Prev Close 559.68
Sales Surprise 0.07% EPS Surprise 2.28% Sales Q/Q 6.61% Earnings Jul 16 BMO Avg Volume 4.05M Price 569.72
SMA20 8.89% SMA50 11.85% SMA200 11.29% Trades
Volume 3,201,662 Change 1.79%
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
$575
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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
McSweeney Erin EVP & Chief People Officer Jul 18 '24 Sale 579.03 1,500 868,538 7,785 Jul 19 04:26 PM ROOS THOMAS E Chief Accounting Officer Jul 17 '24 Sale 569.88 2,851 1,624,734 29,501 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 15.52 EPS (ttm) 19.59 Insider Own 0.63% Shs Outstand 57.27M Perf Week -0.02%
Market Cap 17.46B Forward P/E 16.38 EPS next Y 18.57 Insider Trans -25.89% Shs Float 57.06M Perf Month 7.54%
Income 1.14B PEG 22.17 EPS next Q 4.03 Inst Own 82.14% Short Float 2.12% Perf Quarter 4.08%
Sales 14.25B P/S 1.23 EPS this Y -21.32% Inst Trans -4.55% Short Ratio 3.05 Perf Half Y 8.43%
Book/sh 137.04 P/B 2.22 EPS next Y 4.32% ROA 10.90% Short Interest 1.21M Perf Year 4.69%
Cash/sh 6.11 P/C 49.78 EPS next 5Y 0.70% ROE 14.94% 52W Range 237.14 - 342.20 Perf YTD 8.71%
Dividend Est. 4.17 (1.37%) P/FCF 16.76 EPS past 5Y 20.94% ROI 12.71% 52W High -11.15% Beta 0.85
Dividend TTM 4.20 (1.38%) Quick Ratio 2.43 Sales past 5Y 8.63% Gross Margin 28.49% 52W Low 28.22% ATR (14) 6.95
Dividend Ex-Date Aug 16, 2024 Current Ratio 5.02 EPS Y/Y TTM -22.67% Oper. Margin 10.24% RSI (14) 58.06 Volatility 2.94% 2.10%
Employees 15000 Debt/Eq 0.18 Sales Y/Y TTM -9.27% Profit Margin 7.99% Recom 2.22 Target Price 326.49
Option/Short Yes / Yes LT Debt/Eq 0.17 EPS Q/Q -28.03% Payout 17.67% Rel Volume 1.13 Prev Close 308.15
Sales Surprise -0.03% EPS Surprise -1.77% Sales Q/Q -6.11% Earnings Jul 25 BMO Avg Volume 395.33K Price 304.05
SMA20 3.80% SMA50 4.27% SMA200 4.36% Trades
Volume 446,973 Change -1.33%
Date
Action
Analyst
Rating Change
Price Target Change
Today 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 → $115
May-13-20 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
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Reliance, Inc. engages in the provision of a metal distribution center. It offers alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products. The company was founded by Thomas J. Neilan on February 3, 1939, and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 HOFFMAN JAMES DONALD Director Dec 04 '23 Sale 278.86 10,183 2,839,630 9,497 Dec 05 05:19 PM Lewis Karla R President, CEO Dec 04 '23 Sale 278.87 5,374 1,498,642 83,884 Dec 05 05:20 PM Hynes Michael R Sr. VP, Operations Dec 04 '23 Sale 278.86 1,057 294,751 5,956 Dec 05 05:22 PM HOFFMAN JAMES DONALD Director Nov 30 '23 Sale 272.49 10,000 2,724,929 94,042 Dec 01 04:42 PM Lewis Karla R President, CEO Sep 01 '23 Sale 286.27 22,000 6,298,027 89,258 Sep 01 06:24 PM Lewis Karla R President, CEO Aug 31 '23 Sale 284.15 10,000 2,841,468 111,258 Sep 01 06:24 PM HOFFMAN JAMES DONALD Director Aug 30 '23 Sale 287.92 10,000 2,879,175 104,042 Aug 31 04:11 PM HOFFMAN JAMES DONALD Director Aug 29 '23 Sale 285.76 10,000 2,857,600 114,042 Aug 31 04:11 PM Durham Jeffrey Wayne Sr. VP, Operations Aug 21 '23 Sale 275.42 6,503 1,791,039 23,651 Aug 22 05:38 PM KAMINSKI MARK V Director Aug 18 '23 Sale 277.68 5,000 1,388,396 8,477 Aug 22 05:39 PM KAMINSKI MARK V Director Aug 18 '23 Sale 277.65 5,000 1,388,272 10,482 Aug 22 05:39 PM Smith William A II SVP, General Counsel, Corp Sec Jul 31 '23 Sale 292.71 6,000 1,756,255 18,366 Aug 02 04:51 PM
Index S&P 500 P/E 25.31 EPS (ttm) 12.76 Insider Own 1.15% Shs Outstand 217.43M Perf Week 9.06%
Market Cap 70.23B Forward P/E 18.67 EPS next Y 17.30 Insider Trans -0.81% Shs Float 214.93M Perf Month 11.85%
Income 2.58B PEG 2.61 EPS next Q 2.47 Inst Own 83.07% Short Float 1.56% Perf Quarter 5.56%
Sales 13.67B P/S 5.14 EPS this Y 8.84% Inst Trans -1.43% Short Ratio 2.01 Perf Half Y 7.77%
Book/sh -0.67 P/B - EPS next Y 12.43% ROA 6.89% Short Interest 3.35M Perf Year -5.35%
Cash/sh 29.47 P/C 10.96 EPS next 5Y 9.70% ROE 714.29% 52W Range 268.06 - 344.68 Perf YTD 10.99%
Dividend Est. 2.64 (0.82%) P/FCF 22.82 EPS past 5Y 24.04% ROI 15.76% 52W High -6.29% Beta 0.90
Dividend TTM 2.52 (0.78%) Quick Ratio - Sales past 5Y 4.62% Gross Margin 92.23% 52W Low 20.50% ATR (14) 5.81
Dividend Ex-Date Aug 01, 2024 Current Ratio - EPS Y/Y TTM 2.43% Oper. Margin 30.19% RSI (14) 78.13 Volatility 2.51% 1.58%
Employees 50000 Debt/Eq - Sales Y/Y TTM 7.97% Profit Margin 18.91% Recom 3.04 Target Price 325.94
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 5.57% Payout 19.23% Rel Volume 1.81 Prev Close 298.95
Sales Surprise 0.62% EPS Surprise -5.07% Sales Q/Q 6.96% Earnings Jul 26 BMO Avg Volume 1.67M Price 323.00
SMA20 8.87% SMA50 10.67% SMA200 5.15% Trades
Volume 3,021,157 Change 8.04%
Date
Action
Analyst
Rating Change
Price Target Change
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
Nov-19-21 Initiated Jefferies
Hold
$313
Nov-04-21 Downgrade Atlantic Equities
Overweight → Neutral
$320
Show Previous Ratings
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Aon Plc engages in the provision of risk, health, and wealth solutions. It focuses on risk capital including claim management, reinsurance, risk analysis, management, retention, and transfer; and human capital involving analytics, health and benefits, investments, pensions and retirement, talent and rewards, and workplace wellbeing. The company was founded in 1982 and is headquartered in Dublin, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Spruell Byron Director Aug 23 '23 Buy 324.57 800 259,660 4,001 Aug 24 04:08 PM
Index RUT P/E - EPS (ttm) -1.93 Insider Own 42.58% Shs Outstand 41.29M Perf Week 24.08%
Market Cap 1.28B Forward P/E - EPS next Y -2.77 Insider Trans -16.13% Shs Float 27.01M Perf Month 28.94%
Income -79.60M PEG - EPS next Q -0.55 Inst Own 57.32% Short Float 19.42% Perf Quarter 62.75%
Sales 0.00M P/S - EPS this Y -12.60% Inst Trans -9.18% Short Ratio 16.15 Perf Half Y 67.14%
Book/sh 6.79 P/B 4.02 EPS next Y -22.31% ROA -24.66% Short Interest 5.25M Perf Year 50.14%
Cash/sh 6.81 P/C 4.01 EPS next 5Y - ROE -26.14% 52W Range 9.80 - 26.00 Perf YTD 97.33%
Dividend Est. - P/FCF - EPS past 5Y 5.16% ROI -25.05% 52W High 5.04% Beta 1.08
Dividend TTM - Quick Ratio 13.47 Sales past 5Y 0.00% Gross Margin - 52W Low 178.67% ATR (14) 1.56
Dividend Ex-Date - Current Ratio 13.47 EPS Y/Y TTM -216.13% Oper. Margin 0.00% RSI (14) 67.36 Volatility 7.84% 6.49%
Employees 46 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.20 Target Price 34.00
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 32.00% Payout - Rel Volume 0.62 Prev Close 25.02
Sales Surprise - EPS Surprise 0.61% Sales Q/Q - Earnings May 14 AMC Avg Volume 324.73K Price 27.31
SMA20 16.81% SMA50 20.59% SMA200 61.37% Trades
Volume 202,886 Change 9.15%
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
$27
May-29-24 04:05PM
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+5.67%
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(GlobeNewswire) -5.58%
+7.45%
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Enliven Therapeutics, Inc. operates as a clinical stage precision oncology company. It is focused on the discovery and development of next-generation small molecule kinase inhibitors and advancing Enliven's pipeline of precision oncology product candidates. The company was founded by Sam S. Kintz, Joe P. Lyssikatos, and Anish Patel in June 2019 and is headquartered in Boulder, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Patel Anish CHIEF OPERATING OFFICER Jul 16 '24 Sale 25.01 1,547 38,692 344,027 Jul 16 05:37 PM Patel Anish CHIEF OPERATING OFFICER Jul 15 '24 Sale 25.05 30,978 776,039 345,574 Jul 16 05:37 PM Heyman Richard A. Director Jul 15 '24 Sale 24.80 1,270 31,497 133,345 Jul 17 07:25 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jul 12 '24 Option Exercise 2.48 3,000 7,440 3,000 Jul 16 05:34 PM Patel Anish CHIEF OPERATING OFFICER Jul 12 '24 Sale 25.07 17,475 438,095 376,552 Jul 16 05:37 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 Hohl Benjamin CHIEF FINANCIAL OFFICER May 28 '24 Option Exercise 2.48 4,250 10,540 4,250 May 30 05:54 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 Sale 23.18 4,250 98,530 0 May 30 05:54 PM ORBIMED ADVISORS LLC Director May 16 '24 Sale 22.14 1,033,300 22,877,262 254,814 May 20 05:00 PM Gupta Rishi Director May 16 '24 Sale 22.14 1,033,300 22,877,262 254,814 May 20 05:03 PM Heyman Richard A. Director May 16 '24 Sale 23.74 1,270 30,150 135,885 May 20 07:46 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 Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 29 '24 Option Exercise 2.48 3,250 8,060 3,250 May 01 07:02 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 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 Heyman Richard A. Director Apr 15 '24 Sale 19.99 1,270 25,383 137,155 Apr 15 07:03 PM Ballal Rahul D. Director Apr 11 '24 Option Exercise 13.21 53,400 705,266 75,741 Apr 12 06:23 PM Kintz Samuel PRESIDENT AND CEO Apr 11 '24 Option Exercise 1.12 47,709 53,434 47,709 Apr 15 07:05 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 Patel Anish CHIEF OPERATING OFFICER Apr 11 '24 Option Exercise 2.48 14,903 36,959 17,500 Apr 15 07:06 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Apr 11 '24 Option Exercise 2.48 14,000 34,720 14,000 Apr 15 07:04 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 Ballal Rahul D. Director Apr 11 '24 Sale 23.95 53,400 1,279,068 22,341 Apr 12 06:23 PM Kintz Samuel PRESIDENT AND CEO Apr 11 '24 Sale 25.04 47,709 1,194,700 0 Apr 15 07:05 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Apr 11 '24 Sale 25.04 30,000 751,332 0 Apr 15 07:06 PM Collins Helen Louise CHIEF MEDICAL OFFICER Apr 11 '24 Sale 25.07 20,000 501,478 0 Apr 15 07:02 PM Patel Anish CHIEF OPERATING OFFICER Apr 11 '24 Sale 25.03 17,500 438,098 0 Apr 15 07:06 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 11 '24 Sale 25.00 649 16,225 28,567 Apr 15 07:03 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 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 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 Ballal Rahul D. Director Apr 01 '24 Sale 19.08 3,237 61,758 22,341 Apr 03 09:32 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 Heyman Richard A. Director Jan 30 '24 Sale 16.41 1,270 20,840 146,010 Feb 01 08:10 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Jan 29 '24 Option Exercise 1.12 12,000 13,440 12,000 Jan 31 09:22 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jan 29 '24 Option Exercise 2.48 3,250 8,060 3,250 Jan 31 09:20 PM Lyssikatos Joseph P CHIEF SCIENTIFIC OFFICER Jan 29 '24 Sale 15.85 12,000 190,256 0 Jan 31 09:22 PM Hohl Benjamin CHIEF FINANCIAL OFFICER Jan 29 '24 Sale 15.81 3,250 51,388 0 Jan 31 09:20 PM Kintz Samuel President and CEO Jan 25 '24 Option Exercise 1.12 12,000 13,440 12,000 Jan 29 08:01 PM Kintz Samuel President and CEO Jan 25 '24 Sale 15.69 12,000 188,229 0 Jan 29 08:01 PM Patel Anish Chief Operating Officer Jan 22 '24 Sale 15.13 4,875 73,783 17,222 Jan 24 06:38 PM Hohl Benjamin Chief Financial Officer Jan 02 '24 Option Exercise 2.48 9,383 23,270 9,383 Jan 02 07:59 PM Patel Anish Chief Operating Officer Jan 02 '24 Sale 15.00 11,000 165,053 22,097 Jan 02 08:00 PM Hohl Benjamin Chief Financial Officer Jan 02 '24 Sale 15.01 9,383 140,839 0 Jan 02 07:59 PM Lyssikatos Joseph P Chief Scientific Officer Dec 29 '23 Option Exercise 1.12 12,000 13,440 12,000 Jan 03 07:01 PM Hohl Benjamin Chief Financial Officer Dec 29 '23 Option Exercise 2.48 20 50 20 Jan 02 07:59 PM Lyssikatos Joseph P Chief Scientific Officer Dec 29 '23 Sale 14.28 12,000 171,381 0 Jan 03 07:01 PM Patel Anish Chief Operating Officer Dec 29 '23 Sale 15.00 20 300 33,097 Jan 02 08:00 PM Hohl Benjamin Chief Financial Officer Dec 29 '23 Sale 15.00 20 300 0 Jan 02 07:59 PM Hohl Benjamin Chief Financial Officer Dec 28 '23 Option Exercise 2.48 2,467 6,118 2,467 Jan 02 07:59 PM Patel Anish Chief Operating Officer Dec 28 '23 Sale 15.08 2,520 37,996 33,117 Jan 02 08:00 PM Hohl Benjamin Chief Financial Officer Dec 28 '23 Sale 15.07 2,467 37,188 0 Jan 02 07:59 PM Kintz Samuel President and CEO Dec 26 '23 Option Exercise 1.12 12,000 13,440 12,000 Dec 28 04:29 PM Hohl Benjamin Chief Financial Officer Dec 26 '23 Option Exercise 2.48 100 248 100 Dec 27 05:26 PM Kintz Samuel President and CEO Dec 26 '23 Sale 14.64 12,000 175,709 0 Dec 28 04:29 PM Patel Anish Chief Operating Officer Dec 26 '23 Sale 15.01 102 1,531 35,637 Dec 27 05:28 PM Hohl Benjamin Chief Financial Officer Dec 26 '23 Sale 15.00 100 1,500 0 Dec 27 05:26 PM
Index RUT P/E - EPS (ttm) -3.97 Insider Own 30.20% Shs Outstand 97.88M Perf Week 7.38%
Market Cap 4.36B Forward P/E - EPS next Y -3.07 Insider Trans -14.02% Shs Float 68.32M Perf Month 31.28%
Income -257.40M PEG - EPS next Q -0.72 Inst Own 68.23% Short Float 13.53% Perf Quarter 87.93%
Sales 0.00M P/S - EPS this Y 23.78% Inst Trans -2.79% Short Ratio 7.40 Perf Half Y 148.77%
Book/sh 5.49 P/B 8.11 EPS next Y -1.91% ROA -63.48% Short Interest 9.24M Perf Year 317.34%
Cash/sh 4.63 P/C 9.61 EPS next 5Y - ROE -71.50% 52W Range 6.40 - 45.46 Perf YTD 234.81%
Dividend Est. - P/FCF - EPS past 5Y -106.26% ROI -51.49% 52W High -2.03% Beta 1.03
Dividend TTM - Quick Ratio 21.83 Sales past 5Y 0.00% Gross Margin - 52W Low 595.78% ATR (14) 2.05
Dividend Ex-Date - Current Ratio 21.83 EPS Y/Y TTM -18.88% Oper. Margin 0.00% RSI (14) 68.11 Volatility 4.63% 5.35%
Employees 141 Debt/Eq 0.06 Sales Y/Y TTM - Profit Margin - Recom 1.00 Target Price 46.30
Option/Short Yes / Yes LT Debt/Eq 0.05 EPS Q/Q -3.25% Payout - Rel Volume 0.76 Prev Close 42.70
Sales Surprise -100.00% EPS Surprise -1.25% Sales Q/Q - Earnings May 02 AMC Avg Volume 1.25M Price 44.53
SMA20 12.92% SMA50 27.52% SMA200 97.91% Trades
Volume 954,919 Change 4.29%
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
$47
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(Associated Press Finance) -7.72%
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(American City Business Journals)
Oct-11-22 04:10PM
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Sep-06-22 04:30PM
(GlobeNewswire) +5.32%
+18.25%
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Aug-29-22 07:30AM
Aug-10-22 07:30AM
Dyne Therapeutics, Inc. engages in developing innovative life-transforming therapies for genetically driven muscle diseases. It develops a broad portfolio of therapeutics for muscle diseases, including lead programs in myotonic dystrophy type 1, Duchenne muscular dystrophy, and facioscapulohumeral muscular dystroph. The company was founded by Jason P. Rhodes and Romesh R. Subramanian on December 1, 2017 and is headquartered in Waltham, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 24 '24 Sale 35.33 10,163 359,059 148,792 Jun 24 08:41 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 21 '24 Sale 35.01 29,787 1,042,843 148,792 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 HIGH SUSANNA GATTI Chief Operating Officer Jun 11 '24 Sale 31.23 5,270 164,582 148,792 Jun 11 07:34 PM Farwell Wildon Chief Medical Officer Jun 11 '24 Sale 31.27 2,636 82,428 145,543 Jun 11 07:41 PM Beskrovnaya Oxana Chief Scientific Officer Jun 11 '24 Sale 31.34 2,136 66,942 147,511 Jun 11 07:42 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 11 '24 Sale 31.34 1,331 41,714 113,774 Jun 11 07:28 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 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 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 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 May 16 '24 Sale 28.27 2,738 77,402 154,062 May 17 09:05 PM Beskrovnaya Oxana Chief Scientific Officer May 16 '24 Sale 28.27 2,705 76,469 149,647 May 17 09:07 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 Farwell Wildon Chief Medical Officer May 16 '24 Sale 28.27 2,381 67,310 148,179 May 17 09:06 PM Farwell Wildon Chief Medical Officer Mar 12 '24 Sale 25.58 1,030 26,347 150,560 Mar 12 09:58 PM Brumm Joshua T CEO & President Mar 11 '24 Option Exercise 5.54 50,000 277,000 604,385 Mar 12 09:56 PM McNeill Jonathan Chief Business Officer Mar 11 '24 Option Exercise 5.54 17,825 98,750 159,009 Mar 13 06:04 AM Brumm Joshua T CEO & President Mar 11 '24 Sale 25.67 66,387 1,704,142 537,998 Mar 12 09:56 PM McNeill Jonathan Chief Business Officer Mar 11 '24 Sale 25.50 19,601 499,842 139,408 Mar 13 06:04 AM 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 HIGH SUSANNA GATTI Chief Operating Officer Mar 11 '24 Sale 25.70 2,292 58,904 156,800 Mar 13 06:04 AM Beskrovnaya Oxana Chief Scientific Officer Mar 11 '24 Sale 25.70 2,081 53,482 152,352 Mar 12 09:42 PM Farwell Wildon Chief Medical Officer Mar 11 '24 Sale 25.70 1,585 40,734 151,590 Mar 12 09:58 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 McNeill Jonathan Chief Business Officer Mar 08 '24 Option Exercise 5.54 90,000 498,600 231,184 Mar 13 06:04 AM 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 Brumm Joshua T CEO & President Mar 08 '24 Sale 25.93 363,343 9,421,634 554,385 Mar 12 09:56 PM McNeill Jonathan Chief Business Officer Mar 08 '24 Sale 26.24 90,000 2,361,531 141,184 Mar 13 06:04 AM 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 HIGH SUSANNA GATTI Chief Operating Officer Mar 08 '24 Sale 26.67 27,199 725,344 159,092 Mar 13 06:04 AM Farwell Wildon Chief Medical Officer Mar 07 '24 Sale 25.86 9,921 256,585 153,175 Mar 11 09:52 PM Brumm Joshua T CEO & President Mar 07 '24 Sale 25.85 9,086 234,873 554,385 Mar 11 09:57 PM McNeill Jonathan Chief Business Officer Mar 07 '24 Sale 25.85 2,434 62,919 141,184 Mar 11 09:50 PM Beskrovnaya Oxana Chief Scientific Officer Mar 07 '24 Sale 25.85 2,373 61,342 154,433 Mar 11 09:56 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 HIGH SUSANNA GATTI Chief Operating Officer Mar 07 '24 Sale 25.85 1,591 41,127 186,291 Mar 11 09:56 PM Brumm Joshua T CEO & President Mar 01 '24 Option Exercise 5.54 94,480 523,419 657,951 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 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 Brumm Joshua T CEO & President Mar 01 '24 Sale 29.04 94,480 2,743,718 563,471 Mar 01 09:38 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 McNeill Jonathan Chief Business Officer Mar 01 '24 Sale 28.63 24,260 694,495 143,618 Mar 01 09:37 PM Atlas Venture Opportunity Fund 10% Owner Mar 01 '24 Sale 30.05 17,099 513,825 847,388 Mar 05 05:07 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 Brumm Joshua T CEO & President Feb 29 '24 Option Exercise 5.54 5,520 30,581 568,991 Mar 01 09:38 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 McNeill Jonathan Chief Business Officer Feb 29 '24 Option Exercise 0.73 4,268 3,116 147,886 Mar 01 09:37 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 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. Feb 29 '24 Sale 27.50 3,429 94,298 124,228 Mar 01 09:37 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 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 28 '24 Sale 24.84 36,246 900,228 864,487 Feb 28 07:13 PM Rhodes Jason P Director Feb 27 '24 Sale 24.41 368,699 8,998,426 877,806 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 27 '24 Sale 24.41 69,997 1,708,338 877,806 Feb 28 07:13 PM Rhodes Jason P Director Feb 26 '24 Sale 23.72 248,219 5,886,673 903,527 Feb 28 07:15 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 26 '24 Sale 23.72 47,124 1,117,577 903,527 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 Atlas Venture Fund XI, L.P. 10% Owner Feb 23 '24 Sale 22.70 159,542 3,621,603 6,352,562 Feb 23 06:58 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 23 '24 Sale 22.70 37,386 848,662 920,843 Feb 23 06:58 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 22 '24 Sale 22.66 119,360 2,704,698 6,512,104 Feb 23 06:58 PM Rhodes Jason P Director Feb 22 '24 Sale 22.66 119,360 2,704,698 6,512,104 Feb 23 06:59 PM Rhodes Jason P Director Feb 21 '24 Sale 22.57 184,501 4,164,817 6,631,464 Feb 23 06:59 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 21 '24 Sale 22.57 184,501 4,164,817 6,631,464 Feb 23 06:58 PM Rhodes Jason P Director Feb 20 '24 Sale 22.72 169,539 3,852,653 6,815,965 Feb 20 06:36 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 20 '24 Sale 22.72 169,539 3,852,653 6,815,965 Feb 20 06:35 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 16 '24 Sale 23.14 162,707 3,765,040 6,985,504 Feb 20 06:35 PM Rhodes Jason P Director Feb 16 '24 Sale 23.14 162,707 3,765,040 6,985,504 Feb 20 06:36 PM Rhodes Jason P Director Feb 15 '24 Sale 23.89 177,906 4,249,600 7,148,211 Feb 20 06:36 PM Atlas Venture Fund XI, L.P. 10% Owner Feb 15 '24 Sale 23.89 177,906 4,249,600 7,148,211 Feb 20 06:35 PM Farwell Wildon Chief Medical Officer Feb 12 '24 Sale 25.07 5,493 137,710 163,503 Feb 14 04:27 PM McNeill Jonathan Chief Business Officer Jan 26 '24 Option Exercise 0.73 20,000 14,600 163,618 Jan 26 07:48 PM Scalzo Richard William SVP, Head of Finance & Admin. Jan 26 '24 Option Exercise 1.03 13,000 13,390 137,228 Jan 26 07:47 PM McNeill Jonathan Chief Business Officer Jan 26 '24 Sale 24.53 20,000 490,510 143,618 Jan 26 07:48 PM Scalzo Richard William SVP, Head of Finance & Admin. Jan 26 '24 Sale 24.34 13,000 316,420 124,228 Jan 26 07:47 PM Farwell Wildon Chief Medical Officer Jan 26 '24 Sale 25.00 100 2,500 168,996 Jan 26 07:49 PM Kersten Dirk Director Jan 09 '24 Buy 17.50 1,714,285 29,999,988 6,416,793 Jan 11 04:31 PM Brumm Joshua T CEO & President Jan 04 '24 Option Exercise 5.16 218,536 1,127,092 803,507 Jan 04 09:49 PM Beskrovnaya Oxana Chief Scientific Officer Jan 04 '24 Option Exercise 1.03 22,674 23,354 199,259 Jan 04 09:48 PM McNeill Jonathan Chief Business Officer Jan 04 '24 Option Exercise 0.73 2,009 1,467 145,627 Jan 04 09:47 PM Brumm Joshua T CEO & President Jan 04 '24 Sale 18.51 218,536 4,045,958 584,971 Jan 04 09:49 PM Beskrovnaya Oxana Chief Scientific Officer Jan 04 '24 Sale 18.13 42,453 769,673 156,806 Jan 04 09:48 PM McNeill Jonathan Chief Business Officer Jan 04 '24 Sale 18.04 2,009 36,242 143,618 Jan 04 09:47 PM Brumm Joshua T CEO & President Jan 03 '24 Option Exercise 1.03 51,183 52,718 636,154 Jan 04 09:49 PM Beskrovnaya Oxana Chief Scientific Officer Jan 03 '24 Option Exercise 1.03 45,326 46,686 221,911 Jan 04 09:48 PM Scalzo Richard William SVP, Head of Finance & Admin. Jan 03 '24 Option Exercise 1.03 13,000 13,390 137,228 Jan 04 09:46 PM McNeill Jonathan Chief Business Officer Jan 03 '24 Option Exercise 0.73 17,991 13,133 161,609 Jan 04 09:47 PM Brumm Joshua T CEO & President Jan 03 '24 Sale 19.28 51,183 986,957 584,971 Jan 04 09:49 PM Beskrovnaya Oxana Chief Scientific Officer Jan 03 '24 Sale 18.98 45,326 860,313 176,585 Jan 04 09:48 PM McNeill Jonathan Chief Business Officer Jan 03 '24 Sale 18.74 17,991 337,062 143,618 Jan 04 09:47 PM
Index - P/E 113.29 EPS (ttm) 0.88 Insider Own 19.72% Shs Outstand 70.99M Perf Week -3.94%
Market Cap 7.22B Forward P/E 30.19 EPS next Y 3.32 Insider Trans -13.84% Shs Float 57.89M Perf Month -7.46%
Income 63.81M PEG 7.55 EPS next Q 0.66 Inst Own 84.21% Short Float 7.08% Perf Quarter -0.42%
Sales 637.28M P/S 11.33 EPS this Y -5.48% Inst Trans 4.81% Short Ratio 5.76 Perf Half Y 11.69%
Book/sh 14.50 P/B 6.91 EPS next Y 29.98% ROA 3.87% Short Interest 4.10M Perf Year 47.90%
Cash/sh 6.61 P/C 15.16 EPS next 5Y 15.00% ROE 6.58% 52W Range 66.85 - 118.76 Perf YTD 7.76%
Dividend Est. - P/FCF 56.16 EPS past 5Y - ROI 4.16% 52W High -15.67% Beta 1.71
Dividend TTM - Quick Ratio 5.70 Sales past 5Y 3.09% Gross Margin 53.08% 52W Low 49.83% ATR (14) 3.79
Dividend Ex-Date - Current Ratio 7.34 EPS Y/Y TTM -80.81% Oper. Margin 9.36% RSI (14) 38.38 Volatility 3.47% 3.31%
Employees 1500 Debt/Eq 0.47 Sales Y/Y TTM -8.95% Profit Margin 10.01% Recom 1.81 Target Price 114.50
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q -43.33% Payout 0.00% Rel Volume 0.89 Prev Close 97.78
Sales Surprise 0.16% EPS Surprise 0.17% Sales Q/Q 6.98% Earnings Aug 01 BMO Avg Volume 711.85K Price 100.16
SMA20 -9.20% SMA50 -5.63% SMA200 7.83% Trades
Volume 633,987 Change 2.43%
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
$45
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MACOM Technology Solutions Holdings, Inc. engages in designing, developing, manufacturing, and marketing semiconductors and modules. The firm is involved in the provision of products for telecommunications (Telecom), industrial and defense (I&D), and data center industries. The company was founded on March 25, 2009 and is headquartered in Lowell, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hwang Donghyun Thomas SVP, Global Sales 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 28 '24 Sale 105.01 16,396 1,721,744 6,988,517 May 29 04:59 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 23 '24 Sale 103.54 54,074 5,598,822 7,107,635 May 24 04:31 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 21 '24 Sale 102.52 35,768 3,666,935 7,292,896 May 22 04:39 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 16 '24 Sale 102.98 82,361 8,481,649 7,489,804 May 17 04:43 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 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 OCAMPO SUSAN Director May 08 '24 Sale 103.53 10,403 1,077,023 7,902,278 May 09 05:35 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 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 26 '24 Sale 88.00 20,733 1,824,504 6,925,217 Feb 26 07:37 PM OCAMPO SUSAN Director Feb 22 '24 Sale 87.32 140,711 12,286,938 6,970,950 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 OCAMPO SUSAN Director Feb 15 '24 Sale 86.02 18,694 1,608,058 7,111,661 Feb 16 05:26 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 12 '24 Sale 85.00 200,000 16,999,637 7,245,668 Feb 13 05:22 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 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 Daly Stephen G President and CEO Nov 29 '23 Sale 84.07 50,000 4,203,374 90,053 Nov 30 04:46 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 Hwang Donghyun Thomas SVP, Global Sales Nov 28 '23 Option Exercise 16.06 5,000 80,300 100,558 Nov 30 04:41 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 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 15 '23 Sale 82.13 12,000 985,530 8,518,142 Nov 16 08:17 PM OCAMPO JOHN L Director Nov 14 '23 Sale 81.92 205,480 16,833,127 0 Nov 16 08:17 PM RIBAR GEOFFREY G Director Aug 28 '23 Sale 81.05 3,861 312,934 22,049 Aug 30 06:31 PM Dennehy Robert SVP, Operations Aug 16 '23 Sale 75.31 3,206 241,445 35,879 Aug 18 04:27 PM
Index - P/E 48.52 EPS (ttm) 5.01 Insider Own 23.30% Shs Outstand 195.19M Perf Week -5.76%
Market Cap 59.66B Forward P/E 42.67 EPS next Y 5.69 Insider Trans -4.21% Shs Float 188.35M Perf Month 13.21%
Income 1.35B PEG - EPS next Q 0.94 Inst Own 39.87% Short Float 5.17% Perf Quarter 8.64%
Sales 4.66B P/S 12.79 EPS this Y 1877.76% Inst Trans -0.30% Short Ratio 1.13 Perf Half Y 100.75%
Book/sh 32.89 P/B 7.39 EPS next Y -22.21% ROA 0.55% Short Interest 9.73M Perf Year 143.54%
Cash/sh 30.97 P/C 7.84 EPS next 5Y - ROE 19.63% 52W Range 69.63 - 283.48 Perf YTD 39.68%
Dividend Est. - P/FCF 43.68 EPS past 5Y - ROI 10.97% 52W High -14.30% Beta 3.39
Dividend TTM - Quick Ratio - Sales past 5Y 147.77% Gross Margin 85.77% 52W Low 248.89% ATR (14) 15.81
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 154.60% Oper. Margin 25.67% RSI (14) 52.34 Volatility 6.30% 5.83%
Employees 3416 Debt/Eq 0.56 Sales Y/Y TTM 66.50% Profit Margin 28.94% Recom 2.24 Target Price 263.02
Option/Short Yes / Yes LT Debt/Eq 0.52 EPS Q/Q 1390.11% Payout 0.00% Rel Volume 0.92 Prev Close 231.52
Sales Surprise 22.12% EPS Surprise 282.11% Sales Q/Q 201.18% Earnings Aug 01 AMC Avg Volume 8.60M Price 242.93
SMA20 3.77% SMA50 4.23% SMA200 34.16% Trades
Volume 7,887,346 Change 4.93%
Date
Action
Analyst
Rating Change
Price Target Change
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
May-16-23 Initiated Berenberg
Hold
$55
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Coinbase Global, Inc. engages in technology and financial infrastructure products and services. It offers crypto-powered technologies including self-custody wallets, decentralized apps and services, and open community engagement platforms. The company was founded by Brian Armstrong in May 2012 and is headquartered in Wilmington, DE.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HAAS ALESIA J Chief Financial Officer Jul 15 '24 Sale 229.09 4,500 1,030,909 182,903 Jul 17 04:15 PM Choi Emilie President & COO Jul 15 '24 Sale 229.70 1,500 344,550 196,471 Jul 17 04:17 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 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 Jones Jennifer N. Chief Accounting Officer Jul 01 '24 Sale 225.70 450 101,565 1,686 Jul 03 07:20 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 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 Haun Kathryn Director Jun 14 '24 Option Exercise 0.00 5,845 0 103,546 Jun 18 04:15 PM Rajaram Gokul Director Jun 14 '24 Option Exercise 0.00 6,027 0 8,571 Jun 18 04:15 PM Ehrsam Frederick Ernest III Director Jun 14 '24 Option Exercise 0.00 5,755 0 10,417 Jun 18 04:16 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 WILSON FREDERICK R Director Jun 05 '24 Sale 250.09 80,539 20,141,749 100,000 Jun 07 04:30 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 Jones Jennifer N. Chief Accounting Officer Jun 05 '24 Sale 249.00 526 130,974 1,686 Jun 07 04:29 PM Jones Jennifer N. Chief Accounting Officer Jun 03 '24 Option Exercise 23.46 450 10,557 2,662 Jun 05 04:10 PM Armstrong Brian Chairman and CEO Jun 03 '24 Sale 230.88 23,075 5,327,533 526 Jun 05 04:12 PM Choi Emilie President & COO Jun 03 '24 Sale 230.18 8,000 1,841,456 208,971 Jun 04 04:21 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 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 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 WILSON FREDERICK R Director May 28 '24 Sale 241.28 15,000 3,619,245 180,539 May 30 04:37 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 HAAS ALESIA J Chief Financial Officer May 20 '24 Option Exercise 0.00 8,011 0 195,633 May 22 04:10 PM Grewal Paul Chief Legal Officer May 20 '24 Option Exercise 0.00 23,461 0 89,994 May 22 04:11 PM Choi Emilie President & COO May 20 '24 Option Exercise 0.00 27,190 0 231,626 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 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 Sale 212.79 13,155 2,799,240 218,471 May 22 04:13 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 Sale 212.57 3,880 824,765 191,753 May 22 04:10 PM Jones Jennifer N. Chief Accounting Officer May 20 '24 Sale 212.64 2,925 621,972 6,048 May 22 04:12 PM Rajaram Gokul Director May 16 '24 Sale 215.00 1,144 245,960 2,544 May 17 04:21 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 14 '24 Sale 202.30 114,216 23,106,367 0 May 15 04:22 PM Choi Emilie President & COO May 14 '24 Sale 195.90 1,500 293,850 204,436 May 15 04:24 PM Armstrong Brian Chairman and CEO May 13 '24 Sale 202.07 23,075 4,662,767 526 May 15 04:16 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 Armstrong Brian Chairman and CEO Apr 15 '24 Sale 238.26 23,075 5,497,933 526 Apr 17 04:23 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 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 Armstrong Brian Chairman and CEO Apr 04 '24 Sale 256.30 23,075 5,914,180 526 Apr 08 05:16 PM Ehrsam Frederick Ernest III Director Apr 02 '24 Sale 243.30 16,380 3,985,236 0 Apr 04 05:20 PM Choi Emilie President & COO Apr 01 '24 Sale 257.86 8,000 2,062,894 216,851 Apr 03 04:19 PM Choi Emilie President & COO Mar 28 '24 Sale 260.00 1,500 390,000 224,851 Apr 01 04:13 PM Ehrsam Frederick Ernest III Director Mar 26 '24 Sale 274.97 16,380 4,504,057 0 Mar 28 06:01 PM Andreessen Marc L Director Mar 26 '24 Sale 274.79 6,740 1,852,055 0 Mar 28 06:36 PM Grewal Paul Chief Legal Officer Mar 25 '24 Option Exercise 26.26 10,000 262,600 76,379 Mar 27 07:11 PM Grewal Paul Chief Legal Officer Mar 25 '24 Sale 275.60 10,257 2,826,785 66,122 Mar 27 07:11 PM Ehrsam Frederick Ernest III Director Mar 22 '24 Sale 255.32 16,380 4,182,213 0 Mar 26 04:49 PM Rajaram Gokul Director Mar 21 '24 Sale 260.00 1,145 297,700 4,833 Mar 22 05:13 PM Ehrsam Frederick Ernest III Director Mar 15 '24 Sale 238.51 16,380 3,906,808 0 Mar 19 04:12 PM HAAS ALESIA J Chief Financial Officer Mar 15 '24 Sale 225.35 4,750 1,070,412 196,740 Mar 19 04:10 PM Choi Emilie President & COO Mar 14 '24 Sale 245.00 1,500 367,500 226,051 Mar 18 04:13 PM Armstrong Brian Chairman and CEO Mar 11 '24 Sale 264.51 23,075 6,103,662 0 Mar 13 04:26 PM Haun Kathryn Director Mar 11 '24 Sale 270.00 1,759 474,930 88,871 Mar 12 04:33 PM Choi Emilie President & COO Mar 08 '24 Option Exercise 18.71 100,000 1,871,000 327,551 Mar 12 04:31 PM Brock Lawrence J Chief People Officer Mar 08 '24 Option Exercise 74.63 21,835 1,629,546 35,391 Mar 12 04:29 PM Armstrong Brian Chairman and CEO Mar 08 '24 Sale 259.87 250,000 64,967,963 0 Mar 12 04:28 PM Choi Emilie President & COO Mar 08 '24 Sale 249.49 100,000 24,948,940 227,551 Mar 12 04:31 PM Brock Lawrence J Chief People Officer Mar 08 '24 Sale 250.00 21,835 5,458,750 13,556 Mar 12 04:29 PM HAAS ALESIA J Chief Financial Officer Mar 08 '24 Sale 250.00 18,000 4,500,000 201,490 Mar 12 04:32 PM Haun Kathryn Director Mar 08 '24 Sale 249.00 5,000 1,245,000 90,630 Mar 12 04:33 PM Haun Kathryn Director Mar 08 '24 Sale 249.00 3,443 857,307 42,869 Mar 12 04:33 PM HAAS ALESIA J Chief Financial Officer Mar 05 '24 Sale 228.45 64,000 14,621,092 219,490 Mar 07 04:11 PM Ehrsam Frederick Ernest III Director Mar 05 '24 Sale 226.32 16,380 3,707,074 0 Mar 07 04:12 PM Brock Lawrence J Chief People Officer Mar 04 '24 Option Exercise 18.50 104,753 1,938,096 118,309 Mar 06 04:20 PM Brock Lawrence J Chief People Officer Mar 04 '24 Sale 225.29 104,753 23,600,276 13,556 Mar 06 04:20 PM Armstrong Brian Chairman and CEO Mar 04 '24 Sale 224.19 23,075 5,173,230 0 Mar 06 04:22 PM Ehrsam Frederick Ernest III Director Feb 29 '24 Sale 201.87 16,380 3,306,696 0 Mar 01 04:19 PM Ehrsam Frederick Ernest III Director Feb 28 '24 Sale 205.87 59,601 12,269,885 0 Mar 01 04:19 PM Haun Kathryn Director Feb 28 '24 Sale 209.41 1,758 368,143 95,630 Feb 29 05:19 PM Choi Emilie President & COO Feb 28 '24 Sale 209.41 1,500 314,115 235,551 Feb 29 04:34 PM Brock Lawrence J Chief People Officer Feb 27 '24 Option Exercise 18.71 104,758 1,960,022 118,314 Feb 29 04:30 PM Choi Emilie President & COO Feb 27 '24 Option Exercise 18.71 100,000 1,871,000 337,051 Feb 29 04:34 PM Grewal Paul Chief Legal Officer Feb 27 '24 Option Exercise 26.26 25,000 656,500 91,122 Feb 29 04:28 PM Armstrong Brian Chairman and CEO Feb 27 '24 Sale 205.33 250,000 51,331,628 0 Feb 29 04:21 PM Brock Lawrence J Chief People Officer Feb 27 '24 Sale 203.60 104,758 21,328,552 13,556 Feb 29 04:30 PM Choi Emilie President & COO Feb 27 '24 Sale 203.80 100,000 20,380,343 237,051 Feb 29 04:34 PM
Index S&P 500 P/E 21.37 EPS (ttm) 13.59 Insider Own 1.75% Shs Outstand 141.80M Perf Week -0.26%
Market Cap 39.72B Forward P/E 13.53 EPS next Y 21.46 Insider Trans -3.10% Shs Float 134.38M Perf Month 3.09%
Income 1.94B PEG 2.81 EPS next Q 4.83 Inst Own 87.59% Short Float 1.84% Perf Quarter -0.42%
Sales 34.01B P/S 1.17 EPS this Y -5.27% Inst Trans 1.17% Short Ratio 2.71 Perf Half Y 21.57%
Book/sh 66.28 P/B 4.38 EPS next Y 15.06% ROA 6.13% Short Interest 2.48M Perf Year 13.33%
Cash/sh 22.31 P/C 13.02 EPS next 5Y 7.60% ROE 20.74% 52W Range 212.80 - 304.24 Perf YTD 21.21%
Dividend Est. 6.82 (2.35%) P/FCF 15.53 EPS past 5Y -17.10% ROI 12.78% 52W High -4.56% Beta 0.98
Dividend TTM 6.72 (2.31%) Quick Ratio 0.84 Sales past 5Y 8.52% Gross Margin 23.88% 52W Low 36.46% ATR (14) 7.38
Dividend Ex-Date Aug 23, 2024 Current Ratio 1.34 EPS Y/Y TTM -23.12% Oper. Margin 9.36% RSI (14) 56.41 Volatility 2.60% 2.48%
Employees 75500 Debt/Eq 0.80 Sales Y/Y TTM 12.82% Profit Margin 5.70% Recom 2.64 Target Price 304.31
Option/Short Yes / Yes LT Debt/Eq 0.67 EPS Q/Q 152.81% Payout 126.20% Rel Volume 0.60 Prev Close 283.17
Sales Surprise -0.59% EPS Surprise 0.14% Sales Q/Q -0.59% Earnings Aug 01 BMO Avg Volume 914.58K Price 290.38
SMA20 3.21% SMA50 3.69% SMA200 11.72% Trades
Volume 544,713 Change 2.55%
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
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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
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 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 Boakye Marvin VP - Chief Human Resources Off May 20 '24 Buy 286.04 1,745 499,133 1,745 May 21 01:47 PM RUMSEY JENNIFER President & CEO May 17 '24 Option Exercise 119.19 11,440 1,363,553 20,646 May 17 06:05 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 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 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 Quintos Karen H Director Feb 28 '24 Sale 270.24 1,000 270,238 2,835 Mar 01 03:17 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 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 Peters Luther E VP - Corporate Controller Feb 16 '24 Option Exercise 142.04 3,835 544,737 10,933 Feb 16 06:12 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 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 RUMSEY JENNIFER President & CEO Feb 16 '24 Option Exercise 149.34 1,070 159,794 3,437 Feb 16 02:52 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 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 Aaholm Sherry A VP - Chief Digital Officer Feb 16 '24 Sale 267.35 2,490 665,712 7,883 Feb 16 05:38 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 RUMSEY JENNIFER President & CEO Feb 16 '24 Sale 266.91 739 197,250 2,698 Feb 16 02:52 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 Wood Jonathan David Vice President & CTO Feb 15 '24 Option Exercise 142.12 2,665 378,750 3,968 Feb 15 04:27 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 Wood Jonathan David Vice President & CTO Feb 15 '24 Sale 264.91 2,012 533,003 1,956 Feb 15 04:27 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 31.86 EPS (ttm) 33.85 Insider Own 3.56% Shs Outstand 107.60M Perf Week 1.41%
Market Cap 118.83B Forward P/E 22.55 EPS next Y 47.83 Insider Trans -6.08% Shs Float 106.24M Perf Month 0.89%
Income 3.86B PEG 3.22 EPS next Q 10.61 Inst Own 85.43% Short Float 1.78% Perf Quarter 21.10%
Sales 13.10B P/S 9.07 EPS this Y 1.54% Inst Trans -0.34% Short Ratio 4.30 Perf Half Y 13.68%
Book/sh 244.93 P/B 4.40 EPS next Y 7.56% ROA 11.98% Short Interest 1.89M Perf Year 47.56%
Cash/sh 95.48 P/C 11.30 EPS next 5Y 9.90% ROE 15.28% 52W Range 723.56 - 1106.16 Perf YTD 22.81%
Dividend Est. - P/FCF 29.24 EPS past 5Y 10.31% ROI 12.99% 52W High -2.49% Beta 0.13
Dividend TTM - Quick Ratio 4.51 Sales past 5Y 19.99% Gross Margin 83.00% 52W Low 49.07% ATR (14) 22.57
Dividend Ex-Date - Current Ratio 5.27 EPS Y/Y TTM -7.49% Oper. Margin 30.81% RSI (14) 58.39 Volatility 2.16% 2.15%
Employees 13450 Debt/Eq 0.10 Sales Y/Y TTM 5.90% Profit Margin 29.45% Recom 1.79 Target Price 1117.19
Option/Short Yes / Yes LT Debt/Eq 0.10 EPS Q/Q -12.56% Payout 0.00% Rel Volume 0.86 Prev Close 1064.19
Sales Surprise -2.49% EPS Surprise -6.11% Sales Q/Q -0.54% Earnings Aug 01 BMO Avg Volume 439.68K Price 1078.63
SMA20 1.45% SMA50 4.76% SMA200 15.98% Trades
Volume 379,288 Change 1.36%
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
$738
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(Investor's Business Daily)
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Regeneron Pharmaceuticals, Inc. is a biotechnology company, which engages in the discovery, invention, development, manufacture, and commercialization of medicines. Its product portfolio includes the following brands: Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara. The firm accelerates the traditional drug development process through its proprietary VelociSuite technologies such as VelocImmune, which uses unique genetically humanized mice to produce optimized fully human antibodies and bispecific antibodies. The company was founded by Alferd G. Gilman, Leonard S. Schleifer, George Damis Yancopoulos, and Eric M. Shooter on January 8, 1988, and is headquartered in Tarrytown, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 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 15 '24 Sale 980.34 10,941 10,725,946 397,259 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 13 '24 Option Exercise 399.66 203,204 81,212,511 577,633 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 McCourt Marion EVP Commercial Apr 01 '24 Sale 964.73 250 241,182 13,181 Apr 03 04:05 PM RYAN ARTHUR F Director Apr 01 '24 Sale 962.53 100 96,253 18,182 Apr 03 04:06 PM MURPHY ANDREW J EVP Research Mar 14 '24 Sale 956.47 5,783 5,531,290 48,306 Mar 15 04:01 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 McCourt Marion EVP Commercial Mar 01 '24 Sale 967.50 358 346,365 13,431 Mar 05 04:01 PM RYAN ARTHUR F Director Mar 01 '24 Sale 982.05 100 98,205 18,282 Mar 05 04:01 PM SING GEORGE L Director Feb 26 '24 Option Exercise 413.33 1,000 413,330 26,849 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 SING GEORGE L Director Feb 26 '24 Sale 992.50 1,000 992,500 26,349 Feb 28 04:04 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 Bassler Bonnie L Director Feb 26 '24 Sale 979.25 854 836,280 1,382 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 23 '24 Sale 985.00 500 492,500 26,349 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 22 '24 Sale 965.00 3,000 2,895,000 26,349 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 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 09 '24 Option Exercise 413.33 500 206,665 26,849 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 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 Option Exercise 413.33 500 206,665 26,849 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 STAHL NEIL EVP Research and Development Feb 07 '24 Sale 950.35 8,037 7,637,954 52,019 Feb 08 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 McCourt Marion EVP Commercial Feb 05 '24 Sale 934.71 1,000 934,710 13,789 Feb 06 04:08 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 01 '24 Sale 945.61 273 258,152 14,789 Feb 02 04:02 PM RYAN ARTHUR F Director Feb 01 '24 Sale 954.22 100 95,422 18,382 Feb 05 04:05 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 Landry Robert E EVP Finance CFO Jan 24 '24 Option Exercise 378.98 500 189,490 23,808 Jan 25 04:17 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 GOLDSTEIN JOSEPH L Director Jan 23 '24 Option Exercise 625.60 2,707 1,693,499 9,089 Jan 25 04:18 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 GOLDSTEIN JOSEPH L Director Jan 23 '24 Sale 950.00 2,707 2,571,650 6,382 Jan 25 04:18 PM Landry Robert E EVP Finance CFO Jan 17 '24 Option Exercise 378.98 500 189,490 23,338 Jan 18 04:02 PM Landry Robert E EVP Finance CFO Jan 12 '24 Option Exercise 378.98 800 303,184 23,406 Jan 17 04:03 PM Landry Robert E EVP Finance CFO Jan 04 '24 Option Exercise 378.98 500 189,490 22,948 Jan 08 04:02 PM LAROSA JOSEPH J EVP General Counsel and Secret Jan 03 '24 Option Exercise 399.66 34,000 13,588,440 64,036 Jan 04 04:19 PM Fenimore Christopher R. SVP Controller Jan 03 '24 Option Exercise 477.67 10,000 4,776,650 20,329 Jan 04 04:22 PM Landry Robert E EVP Finance CFO Jan 03 '24 Option Exercise 378.98 1,100 416,878 23,136 Jan 04 04:19 PM Bassler Bonnie L Director Jan 03 '24 Option Exercise 380.95 826 314,665 2,208 Jan 04 04:11 PM Bassler Bonnie L Director Jan 03 '24 Sale 914.00 826 754,964 1,382 Jan 04 04:11 PM Zoghbi Huda Y Director Jan 02 '24 Option Exercise 391.92 1,117 437,775 2,364 Jan 04 04:11 PM Landry Robert E EVP Finance CFO Jan 02 '24 Option Exercise 378.98 650 246,337 22,457 Jan 04 04:19 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 YANCOPOULOS GEORGE Bd. Co-Chair, President & CSO Jan 02 '24 Sale 900.00 16,848 15,163,200 180,000 Jan 04 04:20 PM Zoghbi Huda Y Director Jan 02 '24 Sale 900.00 1,117 1,005,300 1,247 Jan 04 04:11 PM McCourt Marion EVP Commercial Jan 02 '24 Sale 873.91 274 239,451 15,062 Jan 04 04:17 PM RYAN ARTHUR F Director Jan 02 '24 Sale 899.90 100 89,990 18,347 Jan 04 04:08 PM Landry Robert E EVP Finance CFO Dec 28 '23 Option Exercise 378.98 850 322,133 22,419 Dec 29 04:05 PM BROWN MICHAEL S Director Dec 27 '23 Option Exercise 482.68 2,049 989,011 3,296 Dec 29 04:06 PM Landry Robert E EVP Finance CFO Dec 27 '23 Option Exercise 378.98 750 284,235 22,111 Dec 29 04:05 PM Fenimore Christopher R. SVP Controller Dec 27 '23 Sale 856.71 2,448 2,097,226 14,372 Dec 29 04:04 PM BROWN MICHAEL S Director Dec 27 '23 Sale 898.00 2,049 1,840,002 1,247 Dec 29 04:06 PM Fenimore Christopher R. SVP Controller Dec 22 '23 Sale 846.27 250 211,568 16,820 Dec 26 04:08 PM Fenimore Christopher R. SVP Controller Dec 21 '23 Sale 844.01 1,680 1,417,934 17,070 Dec 26 04:08 PM Landry Robert E EVP Finance CFO Dec 13 '23 Option Exercise 378.98 1,000 378,980 22,084 Dec 14 04:08 PM Bassler Bonnie L Director Dec 13 '23 Option Exercise 376.69 610 229,781 1,857 Dec 14 04:07 PM Bassler Bonnie L Director Dec 13 '23 Sale 870.00 610 530,700 1,247 Dec 14 04:07 PM McCourt Marion EVP Commercial Dec 11 '23 Sale 838.44 270 226,379 20,814 Dec 12 04:04 PM MURPHY ANDREW J EVP Research Dec 05 '23 Sale 817.44 6,536 5,342,787 59,421 Dec 06 04:02 PM MURPHY ANDREW J EVP Research Dec 04 '23 Option Exercise 270.43 20,000 5,408,600 79,421 Dec 06 04:02 PM RYAN ARTHUR F Director Dec 01 '23 Sale 817.30 100 81,730 18,447 Dec 04 04:02 PM MURPHY ANDREW J EVP Research Nov 14 '23 Sale 799.17 6,492 5,188,213 59,421 Nov 15 04:02 PM MURPHY ANDREW J EVP Research Nov 13 '23 Option Exercise 270.43 20,000 5,408,600 79,421 Nov 15 04:02 PM RYAN ARTHUR F Director Nov 07 '23 Sale 827.90 100 82,790 18,547 Nov 08 04:07 PM
Index NDX, S&P 500 P/E 24.42 EPS (ttm) 9.69 Insider Own 16.44% Shs Outstand 290.54M Perf Week -3.00%
Market Cap 67.58B Forward P/E 21.93 EPS next Y 10.79 Insider Trans -0.30% Shs Float 238.68M Perf Month -2.03%
Income 2.89B PEG 3.67 EPS next Q 2.47 Inst Own 60.63% Short Float 2.36% Perf Quarter -2.21%
Sales 24.07B P/S 2.81 EPS this Y -4.82% Inst Trans -3.54% Short Ratio 3.90 Perf Half Y -2.44%
Book/sh -5.63 P/B - EPS next Y 13.47% ROA 11.42% Short Interest 5.64M Perf Year 22.13%
Cash/sh 1.50 P/C 157.52 EPS next 5Y 6.65% ROE 1446.77% 52W Range 180.75 - 260.57 Perf YTD 4.92%
Dividend Est. 2.16 (0.91%) P/FCF 26.03 EPS past 5Y 13.58% ROI 26.31% 52W High -9.20% Beta 1.60
Dividend TTM 2.19 (0.93%) Quick Ratio - Sales past 5Y 9.32% Gross Margin 20.46% 52W Low 30.90% ATR (14) 4.67
Dividend Ex-Date May 23, 2024 Current Ratio - EPS Y/Y TTM 13.46% Oper. Margin 16.02% RSI (14) 44.14 Volatility 1.87% 1.90%
Employees 411000 Debt/Eq - Sales Y/Y TTM 8.50% Profit Margin 12.00% Recom 2.67 Target Price 250.96
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -20.54% Payout 19.26% Rel Volume 0.64 Prev Close 233.75
Sales Surprise 0.53% EPS Surprise -1.54% Sales Q/Q 6.45% Earnings Jul 31 BMO Avg Volume 1.45M Price 236.60
SMA20 -2.20% SMA50 -0.90% SMA200 2.76% Trades
Volume 929,353 Change 1.22%
Date
Action
Analyst
Rating Change
Price Target Change
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
Feb-16-22 Reiterated BMO Capital Markets
Market Perform
$170 → $178
Show Previous Ratings
Today 09:15AM
Jul-24-24 07:24PM
10:01AM
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(Nation's Restaurant News)
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(Hotel Management Network)
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(Hotel Management Network)
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(Hotel Management Network)
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(Hotel Management Network)
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May-31-24 08:40AM
06:55AM
(Hotel Management Network)
May-30-24 09:00AM
May-29-24 09:05AM
Marriott International, Inc. engages in the operation and franchise of hotel, residential, and timeshare properties. Its brands include Marriott Bonvoy, The Ritz-Carlton, Edition, W Hotels Worldwide, The Luxury Collection, Stregis Hotels and Resorts, JW Marriott, Bvlgari Hotels and Resorts, Sherton, Marriott, Marriott Vacation Club, Delta Hotels Marriott, Westin Hotels and Resorts, Le Meridien, Renaissance Hotels, Autograph Collection Hotels, Tribute Portfolio, Design Hotels, Gaylord Hotels, Courtyard, Springhill Suites, Four Points by Sheraton, Fairfield, Protea Hotels, AC Hotels Marriott, aloft Hotels, Moxy Hotels, City Express, ResidenceINN, Towneplaces Suites, Marriott Executive Apartments, and element. It operates through the following geography segments: United States and Canada, Europe, Middle East, and Africa, Asia Pacific, and Greater China. The company was founded by John Willard Marriott and Alice Sheets Marriott in 1927 and is headquartered in Bethesda, MD.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 Oberg Kathleen K. EVP & CFO Feb 20 '24 Sale 242.71 47,109 11,433,979 20,036 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 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 Reiss Rena Hozore EVP & General Counsel Feb 15 '24 Sale 240.39 3,563 856,510 36,778 Feb 20 05:22 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 Capuano Anthony President & CEO Aug 28 '23 Sale 202.23 20,000 4,044,600 100,317 Aug 29 03:49 PM Harrison Deborah Marriott Member of 13(d) group Aug 17 '23 Sale 205.35 19,549 4,014,387 45,221 Aug 18 03:20 PM Oberg Kathleen K. EVP & CFO Aug 16 '23 Sale 207.56 13,584 2,819,483 16,641 Aug 17 04:06 PM Marriott Juliana B. Member of 10% Group Aug 08 '23 Sale 203.40 35,000 7,119,000 401,928 Aug 11 10:52 AM Marriott David S 13D Group Owning more than 10% Aug 08 '23 Sale 203.40 35,000 7,119,000 401,928 Aug 10 05:30 PM Juliana B. Marriott Marital Tr Member of a 10% Group Aug 08 '23 Sale 203.40 35,000 7,119,000 401,928 Aug 10 05:03 PM Reiss Rena Hozore EVP & General Counsel Aug 04 '23 Sale 204.02 3,500 714,071 12,784 Aug 07 06:26 PM Roe Peggy Fang EVP & Chf. Customer Officer Aug 04 '23 Sale 202.02 2,077 419,596 15,808 Aug 07 06:26 PM Pinto Drew EVP, Chf. Rev & Technology Aug 04 '23 Sale 202.96 1,500 304,440 3,234 Aug 07 07:00 PM Lee Felitia Controller and CAO Aug 04 '23 Sale 205.14 800 164,110 3,363 Aug 07 07:00 PM Breland Benjamin T. EVP & Chief HR Officer Aug 03 '23 Sale 200.00 2,600 520,000 5,879 Aug 07 05:58 PM Brown William P Group Pres., US and Canada Aug 03 '23 Sale 200.09 990 198,089 23,348 Aug 07 05:58 PM
Index NDX, S&P 500 P/E 18.77 EPS (ttm) 7.46 Insider Own 33.94% Shs Outstand 438.00M Perf Week -5.33%
Market Cap 88.94B Forward P/E 27.31 EPS next Y 5.13 Insider Trans -1.27% Shs Float 419.36M Perf Month -6.60%
Income 4.94B PEG 1.01 EPS next Q 0.91 Inst Own 53.38% Short Float 2.66% Perf Quarter -14.05%
Sales 10.24B P/S 8.68 EPS this Y -37.33% Inst Trans -1.19% Short Ratio 2.73 Perf Half Y -1.41%
Book/sh 12.42 P/B 11.28 EPS next Y 13.07% ROA 22.17% Short Interest 11.13M Perf Year -6.71%
Cash/sh 17.53 P/C 7.99 EPS next 5Y 18.60% ROE 74.91% 52W Range 113.24 - 170.10 Perf YTD 2.91%
Dividend Est. - P/FCF 21.35 EPS past 5Y - ROI 48.78% 52W High -17.64% Beta 1.20
Dividend TTM - Quick Ratio 1.44 Sales past 5Y 27.50% Gross Margin 71.25% 52W Low 23.73% ATR (14) 3.69
Dividend Ex-Date - Current Ratio 1.44 EPS Y/Y TTM 142.74% Oper. Margin 16.06% RSI (14) 34.46 Volatility 2.61% 2.26%
Employees 6907 Debt/Eq 0.29 Sales Y/Y TTM 17.60% Profit Margin 48.23% Recom 2.82 Target Price 151.75
Option/Short Yes / Yes LT Debt/Eq 0.28 EPS Q/Q 132.07% Payout 0.00% Rel Volume 1.25 Prev Close 140.03
Sales Surprise 3.95% EPS Surprise 78.65% Sales Q/Q 17.82% Earnings Aug 06 AMC Avg Volume 4.08M Price 140.10
SMA20 -6.23% SMA50 -5.21% SMA200 -3.47% Trades
Volume 5,100,278 Change 0.05%
Date
Action
Analyst
Rating Change
Price Target Change
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
May-10-23 Reiterated TD Cowen
Outperform
$145 → $125
May-10-23 Reiterated RBC Capital Mkts
Sector Perform
$135 → $105
Show Previous Ratings
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Jun-30-24 09:00AM
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05:32AM
(Hotel Management Network)
Jun-18-24 07:01PM
08:35AM
07:55AM
(Retail Banker International)
Jun-17-24 05:05PM
03:00PM
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(The Wall Street Journal)
Jun-02-24 06:18AM
06:16AM
May-31-24 05:55PM
09:00AM
(Investor's Business Daily)
08:40AM
02:00AM
May-30-24 06:19PM
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(Investor's Business Daily)
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09:40AM
May-27-24 02:17PM
May-24-24 04:00PM
12:16PM
Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BALOGH ARISTOTLE N Chief Technology Officer Jul 23 '24 Sale 150.25 600 90,150 206,974 Jul 24 05:30 PM 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 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 22 '24 Sale 149.11 80,000 11,929,174 207,574 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 Gebbia Joseph Director Jun 24 '24 Option Exercise 40.18 4,516 181,453 47,529 Jun 25 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 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 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 18 '24 Sale 150.07 13,401 2,011,150 43,013 Jun 20 05:03 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 17 '24 Sale 150.04 30,094 4,515,259 0 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 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 Option Exercise 54.65 1,500 81,973 145,831 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 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 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 05 '24 Sale 156.76 600 94,056 145,531 Mar 07 05:16 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 04 '24 Sale 160.63 8,937 1,435,514 192,611 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 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 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 Stephenson Dave Chief Financial Officer Feb 21 '24 Sale 145.98 7,838 1,144,191 85,802 Feb 22 06:30 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 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 JORDAN JEFFREY D Director Jan 26 '24 Sale 150.00 8,000 1,200,000 151,646 Jan 30 04:05 PM Chesky Brian CEO and Chairman Jan 23 '24 Sale 141.60 153,848 21,785,304 14,776,289 Jan 25 04:31 PM Blecharczyk Nathan Chief Strategy Officer Jan 22 '24 Sale 142.32 8,580 1,221,103 533,762 Jan 23 04:05 PM Chesky Brian CEO and Chairman Jan 22 '24 Sale 142.29 3,160 449,632 14,930,137 Jan 23 04:14 PM Blecharczyk Nathan Chief Strategy Officer Jan 19 '24 Sale 140.03 11,420 1,599,101 542,342 Jan 23 04:05 PM Chesky Brian CEO and Chairman Jan 19 '24 Sale 140.03 4,350 609,137 14,933,297 Jan 23 04:14 PM Blecharczyk Nathan Chief Strategy Officer Jan 17 '24 Sale 133.39 40,000 5,335,634 553,762 Jan 19 04:15 PM Chesky Brian CEO and Chairman Jan 16 '24 Sale 134.55 82,033 11,037,654 14,937,647 Jan 18 06:30 PM BALOGH ARISTOTLE N Chief Technology Officer Jan 16 '24 Sale 136.00 2,750 374,000 151,146 Jan 18 06:31 PM Chesky Brian CEO and Chairman Jan 12 '24 Sale 140.35 1,000 140,351 15,019,680 Jan 16 04:05 PM Chesky Brian CEO and Chairman Jan 11 '24 Sale 140.34 700 98,235 15,020,680 Jan 16 04:05 PM Chesky Brian CEO and Chairman Jan 10 '24 Sale 140.28 29,252 4,103,365 15,021,380 Jan 11 04:05 PM Chesky Brian CEO and Chairman Jan 09 '24 Sale 138.78 195,698 27,159,515 15,050,632 Jan 11 04:05 PM BALOGH ARISTOTLE N Chief Technology Officer Jan 09 '24 Sale 138.52 2,750 380,930 153,896 Jan 11 04:05 PM Chesky Brian CEO and Chairman Jan 08 '24 Sale 140.05 36,667 5,135,349 15,246,330 Jan 10 04:05 PM Blecharczyk Nathan Chief Strategy Officer Jan 08 '24 Sale 140.06 20,000 2,801,234 593,762 Jan 10 04:05 PM JORDAN JEFFREY D Director Jan 08 '24 Sale 140.00 2,000 280,000 159,646 Jan 10 04:05 PM Blecharczyk Nathan Chief Strategy Officer Jan 03 '24 Sale 132.82 40,000 5,312,850 613,762 Jan 05 04:05 PM Stephenson Dave Chief Financial Officer Jan 02 '24 Option Exercise 40.18 25,000 1,004,500 123,828 Jan 04 04:54 PM Chesky Brian CEO and Chairman Jan 02 '24 Sale 134.32 82,636 11,099,327 15,282,997 Jan 04 05:01 PM
Index S&P 500 P/E 31.48 EPS (ttm) 3.16 Insider Own 0.10% Shs Outstand 821.41M Perf Week 1.34%
Market Cap 81.54B Forward P/E 25.76 EPS next Y 3.86 Insider Trans -32.94% Shs Float 819.58M Perf Month 1.18%
Income 2.61B PEG 3.73 EPS next Q 0.88 Inst Own 85.44% Short Float 1.09% Perf Quarter 11.31%
Sales 19.75B P/S 4.13 EPS this Y 9.67% Inst Trans -0.61% Short Ratio 2.16 Perf Half Y 22.37%
Book/sh 0.28 P/B 354.53 EPS next Y 8.92% ROA 15.95% Short Interest 8.93M Perf Year 27.49%
Cash/sh 1.60 P/C 62.25 EPS next 5Y 8.44% ROE 2331.25% 52W Range 67.62 - 99.63 Perf YTD 24.69%
Dividend Est. 2.01 (2.03%) P/FCF 26.97 EPS past 5Y 0.18% ROI 31.15% 52W High -0.24% Beta 0.39
Dividend TTM 1.96 (1.97%) Quick Ratio 0.70 Sales past 5Y 4.62% Gross Margin 59.00% 52W Low 46.98% ATR (14) 1.50
Dividend Ex-Date Jul 19, 2024 Current Ratio 1.06 EPS Y/Y TTM 65.39% Oper. Margin 22.28% RSI (14) 61.84 Volatility 1.76% 1.34%
Employees 34000 Debt/Eq 37.78 Sales Y/Y TTM 7.71% Profit Margin 13.22% Recom 1.92 Target Price 104.29
Option/Short Yes / Yes LT Debt/Eq 35.44 EPS Q/Q 85.18% Payout 68.86% Rel Volume 1.64 Prev Close 96.49
Sales Surprise 1.07% EPS Surprise 4.74% Sales Q/Q 6.18% Earnings Jul 26 BMO Avg Volume 4.13M Price 99.39
SMA20 2.15% SMA50 3.89% SMA200 16.13% Trades
Volume 6,758,465 Change 3.01%
Date
Action
Analyst
Rating Change
Price Target Change
Today 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 → $91
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Colgate-Palmolive Co. engages in the manufacturing and distribution of consumer products. It operates through the Oral, Personal, and Home Care and Pet Nutrition segments. The Oral, Personal, and Home Care segment includes toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, skin health products, dishwashing detergents, fabric conditioners, household cleaners, and other similar items. The Pet Nutrition segment offers specialty pet nutrition products manufactured and marketed by Hill's Pet Nutrition. The company was founded by William Colgate in 1806 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 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 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 Massey Sally Chief Human Resources Officer May 01 '24 Sale 91.92 6,115 562,091 13,924 May 03 04:04 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 Daniels Jennifer CLO and Secretary Feb 20 '24 Sale 84.67 3,538 299,578 59,698 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 Wallace Noel R. Chairman, President & CEO Feb 16 '24 Sale 84.06 29,772 2,502,664 301,343 Feb 20 05:05 PM Daniels Jennifer CLO and Secretary Feb 16 '24 Sale 83.96 5,790 486,108 63,236 Feb 20 05:05 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 Malcolm Gregory EVP and Controller Feb 01 '24 Option Exercise 68.16 9,821 669,399 16,973 Feb 02 04:09 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 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 HARRIS C MARTIN Director Jan 31 '24 Option Exercise 62.04 2,760 171,230 22,032 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 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 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 Daniels Jennifer CLO and Secretary Sep 11 '23 Option Exercise 73.00 24,704 1,803,392 77,517 Sep 13 04:05 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 Daniels Jennifer CLO and Secretary Sep 11 '23 Sale 73.31 24,704 1,811,016 52,813 Sep 13 04:05 PM Malcolm Gregory Vice President and Controller Aug 31 '23 Option Exercise 73.00 10,493 765,989 18,345 Sep 01 04:03 PM Malcolm Gregory Vice President and Controller Aug 31 '23 Sale 73.90 10,493 775,457 7,852 Sep 01 04:03 PM Malcolm Gregory Vice President and Controller Aug 30 '23 Sale 73.85 1,365 100,805 7,852 Sep 01 04:03 PM Kooyman John W Chief of Staff Aug 02 '23 Option Exercise 73.00 21,677 1,582,421 28,061 Aug 04 04:05 PM Kooyman John W Chief of Staff Aug 02 '23 Sale 77.69 21,677 1,684,062 6,384 Aug 04 04:05 PM
Index - P/E 11.71 EPS (ttm) 36.25 Insider Own 0.83% Shs Outstand 47.70M Perf Week 1.84%
Market Cap 20.21B Forward P/E 18.43 EPS next Y 23.04 Insider Trans -29.47% Shs Float 47.21M Perf Month 2.97%
Income 1.75B PEG 0.78 EPS next Q 5.84 Inst Own 90.90% Short Float 1.19% Perf Quarter 11.16%
Sales 4.93B P/S 4.10 EPS this Y 32.44% Inst Trans -0.78% Short Ratio 1.48 Perf Half Y 36.89%
Book/sh 64.75 P/B 6.56 EPS next Y 12.10% ROA 12.40% Short Interest 0.56M Perf Year 55.33%
Cash/sh 36.48 P/C 11.64 EPS next 5Y 15.00% ROE 28.56% 52W Range 235.79 - 443.87 Perf YTD 35.92%
Dividend Est. 3.40 (0.80%) P/FCF 16.68 EPS past 5Y 21.40% ROI 35.83% 52W High -4.33% Beta 0.90
Dividend TTM 3.40 (0.80%) Quick Ratio 2.50 Sales past 5Y 1.71% Gross Margin 35.65% 52W Low 80.10% ATR (14) 12.44
Dividend Ex-Date May 17, 2024 Current Ratio 2.89 EPS Y/Y TTM 160.63% Oper. Margin 23.31% RSI (14) 53.64 Volatility 3.62% 2.63%
Employees 11200 Debt/Eq 0.76 Sales Y/Y TTM -17.13% Profit Margin 35.52% Recom 1.86 Target Price 476.00
Option/Short Yes / Yes LT Debt/Eq 0.63 EPS Q/Q 546.13% Payout 23.61% Rel Volume 1.25 Prev Close 410.67
Sales Surprise 0.12% EPS Surprise 4.10% Sales Q/Q -4.93% Earnings Jul 24 AMC Avg Volume 380.21K Price 424.66
SMA20 1.80% SMA50 1.98% SMA200 21.89% Trades
Volume 475,076 Change 3.41%
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
$125
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Carlisle Cos., Inc. engages in the design, manufacture, and distribution of building envelope products and energy solutions. It operates through the Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) segments. The CCM segment produces single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer ("EPDM"), thermoplastic polyolefin ("TPO") and polyvinyl chloride ("PVC") membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. The CWT segment produces spray polyurethane foam technologies, architectural metal, heating, ventilation and air conditioning (HVAC) hardware and sealants, below-grade waterproofing, and air and vapor barrier systems focused on the weatherproofing and thermal performance of the building envelope. The company was founded by Charles S. Moomy in 1917 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 21 '24 Sale 420.53 3,663 1,540,415 86,652 May 21 06:12 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 20 '24 Sale 420.06 54,927 23,072,636 86,652 May 21 06:12 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 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 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 22 '24 Sale 350.00 719 251,650 86,652 Feb 22 04:20 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 21 '24 Sale 347.54 36,947 12,840,560 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 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 Option Exercise 161.41 6,454 1,041,740 93,106 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 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 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 Schwar Stephen President, CCM Feb 08 '24 Option Exercise 93.80 4,000 375,202 10,186 Feb 12 02:04 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 SMITH DAVID W VP, Sustainability Feb 08 '24 Option Exercise 110.37 700 77,259 3,392 Feb 12 01:50 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 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 Berlin John E President, CIT Feb 08 '24 Sale 337.42 6,319 2,132,174 25,320 Feb 12 01:11 PM Schwar Stephen President, CCM Feb 08 '24 Sale 339.98 4,000 1,359,936 8,936 Feb 12 02:04 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Sale 337.33 795 268,178 655 Feb 12 02:45 PM SMITH DAVID W VP, Sustainability Feb 08 '24 Sale 338.54 700 236,978 2,834 Feb 12 01:50 PM Snyder Lori A V. P., Human Resources Jul 28 '23 Option Exercise 110.79 300 33,237 848 Jul 31 08:07 PM Berlin John E President, CIT Jul 28 '23 Sale 275.99 3,966 1,094,576 30,102 Jul 31 07:22 PM Snyder Lori A V. P., Human Resources Jul 28 '23 Sale 277.37 300 83,211 548 Jul 31 08:07 PM
Index - P/E 27.87 EPS (ttm) 15.91 Insider Own 5.34% Shs Outstand 23.18M Perf Week 19.68%
Market Cap 10.32B Forward P/E 25.13 EPS next Y 17.64 Insider Trans -4.24% Shs Float 22.03M Perf Month 16.97%
Income 371.02M PEG 1.86 EPS next Q 3.63 Inst Own 89.25% Short Float 6.22% Perf Quarter -2.16%
Sales 1.42B P/S 7.28 EPS this Y 19.70% Inst Trans 2.65% Short Ratio 7.27 Perf Half Y 12.21%
Book/sh 53.99 P/B 8.21 EPS next Y 17.88% ROA 10.56% Short Interest 1.37M Perf Year 15.07%
Cash/sh - P/C - EPS next 5Y 15.00% ROE 34.85% 52W Range 325.01 - 548.47 Perf YTD 32.36%
Dividend Est. 0.60 (0.13%) P/FCF 11.27 EPS past 5Y 53.36% ROI 25.74% 52W High -19.18% Beta 1.06
Dividend TTM 0.58 (0.13%) Quick Ratio - Sales past 5Y 40.80% Gross Margin - 52W Low 36.39% ATR (14) 13.88
Dividend Ex-Date May 31, 2024 Current Ratio 0.38 EPS Y/Y TTM 61.15% Oper. Margin 32.58% RSI (14) 72.28 Volatility 3.87% 2.79%
Employees 574 Debt/Eq 0.15 Sales Y/Y TTM 39.86% Profit Margin 26.17% Recom 2.69 Target Price 440.14
Option/Short Yes / Yes LT Debt/Eq 0.15 EPS Q/Q 27.03% Payout 4.24% Rel Volume 2.62 Prev Close 377.25
Sales Surprise 4.89% EPS Surprise 6.41% Sales Q/Q 29.62% Earnings Jul 25 AMC Avg Volume 188.51K Price 443.29
SMA20 15.69% SMA50 15.19% SMA200 9.07% Trades
Volume 494,668 Change 17.51%
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
$202
Sep-06-19 Initiated JMP Securities
Mkt Perform
Dec-07-18 Upgrade William Blair
Mkt Perform → Outperform
Oct-09-17 Downgrade William Blair
Outperform → Mkt Perform
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Kinsale Capital Group, Inc. is a property and casualty insurance company, which focuses exclusively on the excess and surplus lines market in the U.S., where it can use its underwriting expertise to write coverages for hard-to-place, small business risks, and personal lines risks. The company was founded by Michael P. Kehoe on June 3, 2009 and is headquartered in Richmond, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 BENSINGER STEVEN J Director Feb 20 '24 Option Exercise 16.00 16,000 256,000 44,034 Feb 21 04:07 PM Russell Frederick L. Jr. Director Feb 20 '24 Option Exercise 16.00 2,000 32,000 2,887 Feb 21 04:08 PM BENSINGER STEVEN J Director Feb 20 '24 Sale 496.13 16,000 7,938,150 28,034 Feb 21 04:07 PM RITCHIE JAMES JOSEPH Director Feb 20 '24 Sale 500.78 2,011 1,007,069 10,443 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 Lippincott Robert III Chairman Feb 20 '24 Sale 496.77 1,610 799,805 9,353 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 Hatcher Robert V. III Director Sep 07 '23 Sale 409.02 195 79,759 1,086 Sep 08 04:27 PM Kehoe Michael P CEO and President Aug 24 '23 Option Exercise 16.00 3,000 48,000 311,117 Aug 28 04:15 PM Kehoe Michael P CEO and President Aug 24 '23 Sale 376.82 4,000 1,507,287 307,117 Aug 28 04:15 PM Kehoe Michael P CEO and President Aug 24 '23 Sale 376.82 3,000 1,130,463 594,738 Aug 28 04:15 PM
Index RUT P/E 9.98 EPS (ttm) 6.74 Insider Own 2.66% Shs Outstand 106.92M Perf Week 4.65%
Market Cap 7.12B Forward P/E 7.56 EPS next Y 8.90 Insider Trans -24.74% Shs Float 102.95M Perf Month 22.10%
Income 733.01M PEG - EPS next Q 2.08 Inst Own 100.81% Short Float 2.42% Perf Quarter 19.56%
Sales 7.39B P/S 0.96 EPS this Y 15.45% Inst Trans -3.17% Short Ratio 3.13 Perf Half Y 28.00%
Book/sh 52.75 P/B 1.28 EPS next Y 10.44% ROA 8.21% Short Interest 2.49M Perf Year 41.01%
Cash/sh 2.35 P/C 28.61 EPS next 5Y -6.80% ROE 13.85% 52W Range 37.23 - 67.66 Perf YTD 26.13%
Dividend Est. - P/FCF - EPS past 5Y 30.73% ROI 9.47% 52W High -0.55% Beta 1.92
Dividend TTM - Quick Ratio 0.64 Sales past 5Y 12.72% Gross Margin 24.00% 52W Low 80.74% ATR (14) 2.08
Dividend Ex-Date - Current Ratio 6.03 EPS Y/Y TTM -25.49% Oper. Margin 14.22% RSI (14) 76.58 Volatility 3.63% 2.88%
Employees 2800 Debt/Eq 0.41 Sales Y/Y TTM -10.46% Profit Margin 9.92% Recom 2.44 Target Price 72.78
Option/Short Yes / Yes LT Debt/Eq 0.41 EPS Q/Q -12.12% Payout 0.00% Rel Volume 1.15 Prev Close 65.52
Sales Surprise 6.66% EPS Surprise -2.22% Sales Q/Q -3.37% Earnings Jul 26 BMO Avg Volume 796.77K Price 67.29
SMA20 12.89% SMA50 15.86% SMA200 26.35% Trades
Volume 914,242 Change 2.70%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jan-08-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$31 → $27
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Taylor Morrison Home Corp. engages in the business of residential homebuilding and the development of lifestyle communities. It operates through the following segments: East, Central, West, and Financial Services. The East segment includes operations in Atlanta, Charlotte, Chicago, Orlando, Raleigh, Southwest Florida, and Tampa regions. The Central segment consists of Austin, Dallas, Denver, and Houston. The West segment covers Bay Area, Phoenix, Sacramento, and Southern California. The Financial Services segment provides a number of finance-related services through mortgage lending operations. The company was founded on November 15, 2012 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
LYON WILLIAM H Director Jul 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 05 '24 Sale 58.12 40,122 2,331,891 2,623,984 Mar 05 09:07 PM LYON WILLIAM H Director Mar 04 '24 Sale 58.33 77,210 4,503,723 57,570 Mar 05 09:07 PM VANHYFTE CURTIS CFO Mar 04 '24 Sale 57.89 7,765 449,516 0 Mar 05 09:06 PM VANHYFTE CURTIS CFO Mar 01 '24 Sale 57.70 9,874 569,730 7,765 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 21 '23 Sale 54.16 100 5,416 3,025,230 Dec 22 05:27 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 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 21.40 EPS (ttm) 5.23 Insider Own 13.24% Shs Outstand 45.11M Perf Week 3.58%
Market Cap 5.09B Forward P/E 14.10 EPS next Y 7.93 Insider Trans -17.60% Shs Float 39.45M Perf Month 4.60%
Income 237.17M PEG 2.71 EPS next Q 1.64 Inst Own 82.13% Short Float 1.42% Perf Quarter -2.39%
Sales 3.31B P/S 1.54 EPS this Y 8.61% Inst Trans -2.40% Short Ratio 2.01 Perf Half Y -2.76%
Book/sh 45.20 P/B 2.47 EPS next Y 20.51% ROA 5.73% Short Interest 0.56M Perf Year 14.90%
Cash/sh 2.50 P/C 44.74 EPS next 5Y 7.90% ROE 12.24% 52W Range 88.05 - 133.64 Perf YTD 3.21%
Dividend Est. 1.48 (1.32%) P/FCF 17.48 EPS past 5Y 7.05% ROI 6.12% 52W High -16.29% Beta 0.61
Dividend TTM 1.40 (1.25%) Quick Ratio 3.04 Sales past 5Y 14.49% Gross Margin 47.97% 52W Low 27.05% ATR (14) 2.89
Dividend Ex-Date Aug 15, 2024 Current Ratio 4.03 EPS Y/Y TTM -11.60% Oper. Margin 12.90% RSI (14) 59.32 Volatility 3.06% 2.48%
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 1.78 Prev Close 112.26
Sales Surprise 0.75% EPS Surprise 3.93% Sales Q/Q 10.71% Earnings Jul 25 BMO Avg Volume 277.93K Price 111.87
SMA20 5.16% SMA50 1.02% SMA200 -1.65% Trades
Volume 494,615 Change -0.35%
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
$90
May-25-18 Downgrade Credit Suisse
Outperform → Neutral
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Dec-15-21 02:38AM
FirstCash Holdings, Inc. operates retail pawn stores in the United States and Latin America. Its pawn stores lend money on the collateral of pledged personal property, including jewelry, electronics, tools, appliances, sporting goods, and musical instruments, and retails merchandise acquired through collateral forfeitures on forfeited pawn loans and over-the-counter purchases of merchandise directly from customers. The firm is also involved in melting scrap jewelry, as well as selling gold, silver, and diamonds in commodity markets. The company was founded in 1988 and is headquartered in Fort Worth, Texas.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rippel Douglas Richard Director 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 15 '24 Sale 118.73 17,395 2,065,308 5,466,973 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 13 '24 Sale 119.90 21,852 2,620,055 5,502,761 Mar 15 05:49 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 11 '24 Sale 116.32 21,959 2,554,271 5,541,335 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 07 '24 Sale 115.15 5,067 583,465 5,579,644 Mar 07 06:10 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 04 '24 Sale 115.30 9,320 1,074,596 5,598,148 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 29 '24 Sale 115.55 7,164 827,800 5,613,384 Mar 04 05:37 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 27 '24 Sale 115.84 21,806 2,526,007 5,638,255 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 23 '24 Sale 118.08 14,462 1,707,673 5,675,391 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 21 '24 Sale 117.43 25,737 3,022,296 5,713,089 Feb 23 05:26 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 16 '24 Sale 119.68 31,930 3,821,382 5,767,238 Feb 20 06:18 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 13 '24 Sale 117.95 37,867 4,466,413 5,847,740 Feb 15 04:41 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 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 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 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 08 '23 Sale 109.38 12,371 1,353,140 6,049,707 Nov 09 06:55 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 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 Rippel Douglas Richard Director Oct 31 '23 Sale 108.78 19,427 2,113,269 6,121,743 Oct 31 05:47 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 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 23 '23 Sale 102.41 13,724 1,405,475 6,332,320 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 19 '23 Sale 103.72 47,398 4,916,121 6,374,844 Oct 23 06:16 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 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 13 '23 Sale 101.23 5,729 579,947 6,530,272 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 11 '23 Sale 101.32 14,906 1,510,276 6,547,664 Oct 13 06:00 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 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 05 '23 Sale 101.57 25,875 2,628,124 6,652,262 Oct 05 06:04 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 03 '23 Sale 99.22 26,058 2,585,475 6,709,442 Oct 05 06:04 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 28 '23 Sale 100.46 37,857 3,803,114 6,778,882 Oct 02 06:03 PM Rippel Douglas Richard Director Sep 26 '23 Sale 98.04 4,141 405,984 6,816,739 Sep 27 06:14 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 Aug 08 '23 Sale 98.36 317 31,180 6,856,533 Aug 10 06:23 PM Rippel Douglas Richard Director Aug 07 '23 Sale 99.66 63,358 6,314,258 6,856,850 Aug 07 05:57 PM Rippel Douglas Richard Director Aug 04 '23 Sale 99.51 42,844 4,263,406 6,920,208 Aug 07 05:57 PM Rippel Douglas Richard Director Aug 03 '23 Sale 98.43 19,401 1,909,640 6,963,052 Aug 07 05:57 PM Rippel Douglas Richard Director Jul 28 '23 Sale 98.11 827 81,137 6,982,453 Jul 31 06:02 PM Rippel Douglas Richard Director Jul 27 '23 Sale 99.97 37,024 3,701,289 6,983,280 Jul 31 06:02 PM
Index - P/E - EPS (ttm) -0.47 Insider Own 17.21% Shs Outstand 106.11M Perf Week 4.55%
Market Cap 4.28B Forward P/E 54.76 EPS next Y 0.72 Insider Trans -5.80% Shs Float 89.76M Perf Month 10.33%
Income -49.24M PEG - EPS next Q 0.14 Inst Own 65.88% Short Float 2.44% Perf Quarter -2.37%
Sales 370.38M P/S 11.57 EPS this Y 18.47% Inst Trans 2.42% Short Ratio 1.83 Perf Half Y 19.08%
Book/sh 6.53 P/B 6.05 EPS next Y 19.42% ROA -5.25% Short Interest 2.19M Perf Year 36.24%
Cash/sh 5.35 P/C 7.39 EPS next 5Y - ROE -7.37% 52W Range 21.38 - 48.81 Perf YTD 14.16%
Dividend Est. - P/FCF 47.49 EPS past 5Y -15.56% ROI -6.84% 52W High -19.05% Beta 0.95
Dividend TTM - Quick Ratio 2.55 Sales past 5Y 41.27% Gross Margin 78.15% 52W Low 84.80% ATR (14) 1.45
Dividend Ex-Date - Current Ratio 2.55 EPS Y/Y TTM 48.31% Oper. Margin -18.35% RSI (14) 65.39 Volatility 4.41% 3.54%
Employees 1400 Debt/Eq 0.03 Sales Y/Y TTM 25.06% Profit Margin -13.29% Recom 1.30 Target Price 46.71
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 60.05% Payout - Rel Volume 0.79 Prev Close 38.23
Sales Surprise 1.72% EPS Surprise 11.73% Sales Q/Q 25.67% Earnings Aug 07 AMC Avg Volume 1.20M Price 39.51
SMA20 6.93% SMA50 13.94% SMA200 14.28% Trades
Volume 948,699 Change 3.35%
Date
Action
Analyst
Rating Change
Price Target Change
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
Apr-14-21 Upgrade Summit Insights
Sell → Hold
$50
Oct-12-20 Initiated William Blair
Mkt Perform
Oct-12-20 Initiated Stifel
Hold
$75
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(Investor's Business Daily)
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(Investor's Business Daily)
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JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 03 '24 Sale 31.15 38,924 1,212,483 5,105,649 Jun 04 05:27 PM Notman Tali CHIEF REVENUE OFFICER Jun 03 '24 Sale 31.15 20,308 632,594 593,782 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 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 Notman Tali CHIEF REVENUE OFFICER Mar 04 '24 Sale 43.89 4,178 183,372 535,577 Mar 06 04:23 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 23 '24 Sale 43.65 18,488 807,018 0 Feb 26 04:29 PM Sela Yossi Director Feb 22 '24 Sale 42.87 45,000 1,929,190 380,312 Feb 26 04:29 PM Steele Elisa Director Feb 21 '24 Sale 41.41 1,957 81,039 16,620 Feb 22 05:37 PM Simon Frederic Director Feb 20 '24 Sale 42.39 35,000 1,483,825 4,724,432 Feb 22 05:41 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 15 '24 Sale 47.28 110,000 5,200,374 6,811,371 Feb 16 07:20 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 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 Landman Yoav Chief Technology Officer Feb 02 '24 Sale 35.00 12,623 441,806 6,976,784 Feb 06 02:09 PM Simon Frederic Director Jan 23 '24 Sale 34.33 35,000 1,201,578 4,909,432 Jan 24 01:19 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 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 Shlomi Ben Haim Chief Executive Officer Dec 27 '23 Sale 35.03 700 24,520 5,048,647 Dec 27 07:42 PM Landman Yoav Chief Technology Officer Dec 27 '23 Sale 35.04 300 10,513 7,000,884 Dec 27 07:43 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 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 Landman Yoav Chief Technology Officer Dec 26 '23 Sale 35.10 14,492 508,598 7,001,184 Dec 27 07:43 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 Shlomi Ben Haim Chief Executive Officer Dec 05 '23 Sale 28.82 10,062 289,987 5,258,168 Dec 06 04:36 PM Shulman Yakov (Jacob) Chief Financial Officer Dec 05 '23 Sale 28.82 7,094 204,449 496,446 Dec 06 04:39 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 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 04 '23 Sale 28.02 3,833 107,401 503,540 Dec 06 04:39 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 24 '23 Sale 26.86 5,000 134,277 334,109 Nov 27 04:06 PM Sela Yossi Director Nov 22 '23 Sale 26.88 5,000 134,402 339,109 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 Simon Frederic Director Oct 17 '23 Sale 23.81 35,000 833,312 5,054,432 Oct 18 04:36 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 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 Sela Yossi Director Sep 07 '23 Sale 28.58 14,743 421,396 254,406 Sep 08 04:13 PM Notman Tali Chief Revenue Officer Sep 07 '23 Sale 28.30 7,346 207,892 575,162 Sep 08 03:26 PM Sela Yossi Director Sep 06 '23 Sale 29.15 18,487 538,805 36,975 Sep 08 04:13 PM Shlomi Ben Haim Chief Executive Officer Sep 06 '23 Sale 29.39 9,979 293,283 5,319,523 Sep 07 04:14 PM Shulman Yakov (Jacob) Chief Financial Officer Sep 06 '23 Sale 29.39 7,036 206,788 507,373 Sep 07 04:13 PM Sela Yossi Director Sep 06 '23 Sale 29.15 6,257 182,361 269,149 Sep 08 04:13 PM Shlomi Ben Haim Chief Executive Officer Sep 05 '23 Sale 28.90 5,516 159,412 5,329,502 Sep 07 04:14 PM Notman Tali Chief Revenue Officer Sep 05 '23 Sale 28.90 4,062 117,392 582,508 Sep 07 04:14 PM Shulman Yakov (Jacob) Chief Financial Officer Sep 05 '23 Sale 28.90 3,891 112,450 514,409 Sep 07 04:13 PM Simon Frederic Director Aug 22 '23 Sale 27.22 35,000 952,701 5,124,432 Aug 23 12:24 PM Steele Elisa Director Aug 09 '23 Sale 28.16 1,199 33,764 18,577 Aug 10 07:15 PM Landman Yoav Chief Technology Officer Aug 08 '23 Sale 28.10 35,000 983,478 7,113,840 Aug 09 04:29 PM
Index - P/E - EPS (ttm) -3.13 Insider Own 6.04% Shs Outstand 119.58M Perf Week -3.12%
Market Cap 12.61B Forward P/E - EPS next Y -1.18 Insider Trans -10.54% Shs Float 115.39M Perf Month -7.83%
Income -365.46M PEG - EPS next Q -0.69 Inst Own 96.08% Short Float 5.35% Perf Quarter 12.48%
Sales 1.21B P/S 10.43 EPS this Y 35.31% Inst Trans 1.74% Short Ratio 5.20 Perf Half Y 58.88%
Book/sh 6.50 P/B 15.80 EPS next Y 51.89% ROA -26.23% Short Interest 6.17M Perf Year 117.89%
Cash/sh 7.19 P/C 14.28 EPS next 5Y - ROE -50.59% 52W Range 36.90 - 117.23 Perf YTD 63.90%
Dividend Est. - P/FCF - EPS past 5Y -11.28% ROI -32.01% 52W High -12.42% Beta 1.49
Dividend TTM - Quick Ratio 3.98 Sales past 5Y 33.95% Gross Margin 50.28% 52W Low 178.24% ATR (14) 4.01
Dividend Ex-Date - Current Ratio 4.12 EPS Y/Y TTM 41.37% Oper. Margin -31.63% RSI (14) 40.43 Volatility 3.48% 3.73%
Employees 3293 Debt/Eq 0.55 Sales Y/Y TTM 39.26% Profit Margin -30.24% Recom 1.45 Target Price 125.37
Option/Short Yes / Yes LT Debt/Eq 0.44 EPS Q/Q 54.33% Payout - Rel Volume 0.88 Prev Close 102.15
Sales Surprise 16.26% EPS Surprise 20.59% Sales Q/Q 52.11% Earnings May 09 AMC Avg Volume 1.19M Price 102.67
SMA20 -5.76% SMA50 -5.79% SMA200 29.33% Trades
Volume 1,047,586 Change 0.51%
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
$90
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Natera, Inc. is a diagnostics company, which engages in the discovery, development, and commercialization of genetic testing services. It provides Panorama non-invasive prenatal test (NIPT), Vistara, horizon carrier screening (HCS), spectrum pre-implantation genetic screening and spectrum pre-implantation genetic diagnosis, Anora products of conception (POC) and non-invasive paternity testing (PAT). The company was founded by Matthew Rabinowitz and Jonathan Sheena in November 2003 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 23 '24 Sale 107.40 499 53,592 77,418 Jul 23 09:40 PM Chapman Steven Leonard CEO AND PRESIDENT Jul 22 '24 Sale 105.16 2,638 277,410 210,377 Jul 23 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jul 22 '24 Sale 105.16 1,059 111,364 77,917 Jul 23 09:40 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jul 22 '24 Sale 105.16 815 85,704 207,457 Jul 23 09:05 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 15 '24 Sale 111.66 5,496 613,672 207,855 Jul 17 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 RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jul 01 '24 Sale 108.37 2,723 295,080 206,772 Jul 02 09:05 PM Sheena Jonathan CO-FOUNDER Jul 01 '24 Sale 108.87 2,700 293,945 301,808 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 Chapman Rowan E Director May 28 '24 Sale 109.09 4,856 529,728 5,005 May 30 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 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 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 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 Fesko John PRESIDENT, CHIEF BUS. OFFICER Apr 29 '24 Sale 93.14 929 86,526 110,748 May 01 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Apr 26 '24 Sale 92.00 751 69,092 70,646 Apr 26 09:35 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 25 '24 Sale 89.55 705 63,133 71,397 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 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 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 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 Chapman Steven Leonard CEO AND PRESIDENT Mar 28 '24 Sale 90.42 2,662 240,687 234,526 Mar 29 09:35 PM Sheena Jonathan CO-FOUNDER Mar 28 '24 Sale 90.13 1,000 90,130 69,582 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 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 Sheena Jonathan CO-FOUNDER Mar 28 '24 Sale 90.22 447 40,326 347,731 Mar 29 09:35 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 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 Sale 88.96 83,223 7,403,534 232,004 Mar 15 09:05 PM Chapman Steven Leonard CEO AND PRESIDENT Mar 15 '24 Sale 89.02 50,910 4,532,065 0 Mar 29 09:35 PM Sheena Jonathan CO-FOUNDER Mar 06 '24 Sale 88.70 5,000 443,492 458,585 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 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 RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Mar 05 '24 Sale 88.36 2,160 190,868 204,218 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 Sheena Jonathan CO-FOUNDER Mar 05 '24 Sale 88.36 1,028 90,839 463,585 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 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 29 '24 Sale 89.01 20,526 1,826,970 204,218 Feb 29 09:15 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 27 '24 Sale 75.09 35,307 2,651,298 204,218 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 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 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 Brophy Michael Burkes CHIEF FINANCIAL OFFICER Feb 01 '24 Sale 67.73 22,281 1,509,081 70,646 Feb 02 09:40 PM Chapman Steven Leonard CEO AND PRESIDENT Jan 29 '24 Sale 65.09 14,813 964,194 246,957 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 Moshkevich Solomon PRESIDENT, CLINICALDIAGNOSTICS Jan 29 '24 Sale 65.09 3,426 223,002 194,977 Jan 30 09:02 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jan 29 '24 Sale 65.09 3,235 210,570 92,927 Jan 30 09:15 PM Fesko John PRESIDENT, CHIEF BUS. OFFICER Jan 29 '24 Sale 65.09 2,358 153,485 108,494 Jan 30 08:57 PM Sheena Jonathan CO-FOUNDER Jan 29 '24 Sale 65.09 546 35,540 478,585 Jan 30 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jan 24 '24 Sale 67.00 944 63,248 64,810 Jan 26 09:40 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jan 23 '24 Sale 65.86 2,202 145,014 65,754 Jan 23 09:45 PM Chapman Steven Leonard CEO AND PRESIDENT Jan 22 '24 Sale 68.16 1,958 133,457 175,550 Jan 23 09:05 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Jan 22 '24 Sale 68.16 892 60,799 181,050 Jan 23 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Jan 22 '24 Sale 68.16 771 52,551 67,956 Jan 23 09:45 PM Sheena Jonathan CO-FOUNDER Jan 22 '24 Sale 68.16 351 23,924 469,726 Jan 23 09:05 PM Sheena Jonathan CO-FOUNDER Jan 03 '24 Sale 60.30 5,000 301,499 469,743 Jan 05 08:05 PM Sheena Jonathan CO-FOUNDER Jan 03 '24 Sale 60.45 1,000 60,451 21,155 Jan 05 08:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Dec 29 '23 Sale 62.29 1,377 85,773 64,810 Dec 29 09:45 PM Chapman Steven Leonard CEO AND PRESIDENT Dec 28 '23 Sale 63.29 2,604 164,813 172,348 Dec 29 09:35 PM Sheena Jonathan CO-FOUNDER Dec 28 '23 Sale 62.12 1,000 62,120 21,655 Dec 29 09:05 PM Brophy Michael Burkes CHIEF FINANCIAL OFFICER Dec 28 '23 Sale 63.29 915 57,912 66,187 Dec 29 09:45 PM RABINOWITZ DANIEL SEC. AND CHIEF LEGAL OFFICER Dec 28 '23 Sale 63.29 728 46,077 180,442 Dec 29 09:05 PM Sheena Jonathan CO-FOUNDER Dec 28 '23 Sale 62.44 447 27,909 474,743 Dec 29 09:05 PM HEALY JAMES Director Dec 13 '23 Sale 58.75 644,000 37,835,000 0 Dec 22 02:21 PM Marcus Gail Boxer Director Dec 08 '23 Sale 57.52 500 28,760 20,146 Dec 12 08:35 PM Sheena Jonathan CO-FOUNDER Dec 06 '23 Sale 58.22 5,000 291,078 474,743 Dec 08 08:35 PM
Index - P/E 11.86 EPS (ttm) 5.15 Insider Own 23.31% Shs Outstand 98.83M Perf Week 3.26%
Market Cap 5.79B Forward P/E 9.26 EPS next Y 6.60 Insider Trans -4.57% Shs Float 72.76M Perf Month 11.94%
Income 504.16M PEG 10.54 EPS next Q 1.39 Inst Own 70.85% Short Float 5.34% Perf Quarter -2.93%
Sales 3.79B P/S 1.53 EPS this Y -3.67% Inst Trans -4.34% Short Ratio 3.20 Perf Half Y -4.56%
Book/sh 18.39 P/B 3.32 EPS next Y 8.50% ROA 8.87% Short Interest 3.88M Perf Year -15.21%
Cash/sh 3.04 P/C 20.06 EPS next 5Y 1.12% ROE 32.60% 52W Range 49.34 - 72.58 Perf YTD -2.49%
Dividend Est. 0.67 (1.09%) P/FCF 11.23 EPS past 5Y 43.74% ROI 9.56% 52W High -15.89% Beta 1.58
Dividend TTM 0.66 (1.08%) Quick Ratio 0.77 Sales past 5Y 11.49% Gross Margin 45.65% 52W Low 23.73% ATR (14) 1.56
Dividend Ex-Date Jun 14, 2024 Current Ratio 0.80 EPS Y/Y TTM -25.44% Oper. Margin 24.67% RSI (14) 69.20 Volatility 3.02% 2.22%
Employees 16129 Debt/Eq 2.09 Sales Y/Y TTM 2.84% Profit Margin 13.32% Recom 2.24 Target Price 69.75
Option/Short Yes / Yes LT Debt/Eq 2.01 EPS Q/Q -22.04% Payout 10.46% Rel Volume 1.80 Prev Close 58.53
Sales Surprise 6.38% EPS Surprise 5.80% Sales Q/Q 5.51% Earnings Jul 25 AMC Avg Volume 1.21M Price 61.05
SMA20 7.77% SMA50 11.45% SMA200 2.21% Trades
Volume 2,185,661 Change 4.31%
Date
Action
Analyst
Rating Change
Price Target Change
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
Sep-15-21 Initiated Wells Fargo
Overweight
$92
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(Associated Press Finance)
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(The Wall Street Journal)
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(Thomson Reuters StreetEvents)
Boyd Gaming Corp. is a multi-jurisdictional gaming company, which engages in the management and operation of gaming and entertainment properties. It operates through the following segments: Las Vegas Locals, Downtown Las Vegas, Midwest and South, and Online. The Las Vegas Locals segment consists of eight casinos that primarily serve the resident population in the Las Vegas metropolitan area. The Downtown Las Vegas segment refers to the following casinos: California Hotel and Casino, Fremont Hotel and Casino, and Main Street Station Hotel and Casino. The Midwest and South segment includes four land-based casinos, six dockside riverboat casinos, three racinos, and four barge-based casinos that operate in nine states in the Midwest and southern United States. The Online segment includes the operating results of online gaming operations. The company was founded by William Samuel Boyd and Sam Boyd on January 1, 1975 and is headquartered in Las Vegas, NV.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 14 '24 Sale 62.10 32,703 2,030,856 8,762,746 Mar 15 06:20 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 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 07 '24 Sale 63.72 125,000 7,965,000 9,108,913 Mar 08 05:18 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 05 '24 Sale 63.77 125,000 7,971,250 9,358,913 Mar 06 06:27 PM Thoman A. Randall Director Mar 05 '24 Sale 63.75 2,500 159,375 4,017 Mar 07 06:03 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 SMITH KEITH President and CEO Feb 29 '24 Sale 64.78 25,000 1,619,500 1,094,625 Feb 29 06:15 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 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 16 '24 Sale 64.06 22,339 1,431,036 1,489,094 Feb 20 08:58 AM JOHNSON MARIANNE BOYD Executive Chairman Feb 15 '24 Sale 64.87 77,661 5,037,869 1,511,433 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 BOYD WILLIAM S Chair Emeritus Aug 18 '23 Sale 65.10 9,939 647,029 9,670,064 Aug 21 06:16 PM BOYD WILLIAM S Chair Emeritus Aug 17 '23 Sale 65.53 40,207 2,634,765 9,680,003 Aug 21 06:16 PM BOYD WILLIAM S Chair Emeritus Aug 16 '23 Sale 66.60 44,100 2,937,060 9,720,210 Aug 17 06:29 PM BOYD WILLIAM S Chair Emeritus Aug 15 '23 Sale 67.00 1,914 128,238 9,764,310 Aug 17 06:29 PM BOYD WILLIAM S Chair Emeritus Aug 10 '23 Sale 67.70 100,000 6,770,000 9,766,224 Aug 11 04:47 PM BOYD WILLIAM R Vice President Aug 10 '23 Sale 67.83 10,000 678,300 1,684,610 Aug 17 06:27 PM BOYD WILLIAM S Chair Emeritus Aug 09 '23 Sale 67.42 100,000 6,742,000 9,866,224 Aug 11 04:47 PM BOYD WILLIAM R Vice President Aug 04 '23 Sale 67.37 11,431 770,106 1,694,610 Aug 10 04:18 PM Thompson Stephen S. Executive Vice President Aug 02 '23 Sale 68.15 2,036 138,753 28,264 Aug 04 04:47 PM Thompson Stephen S. Executive Vice President Aug 01 '23 Sale 68.15 16,825 1,146,624 22,113 Aug 02 04:40 PM SPADAFOR CHRISTINE J. Director Aug 01 '23 Sale 68.02 735 49,995 4,212 Aug 03 04:56 PM
Index RUT P/E - EPS (ttm) -0.18 Insider Own 21.13% Shs Outstand 164.31M Perf Week -3.12%
Market Cap 4.72B Forward P/E 38.14 EPS next Y 0.75 Insider Trans -12.59% Shs Float 130.29M Perf Month -3.80%
Income -28.37M PEG - EPS next Q 0.04 Inst Own 71.86% Short Float 6.26% Perf Quarter 57.29%
Sales 192.97M P/S 24.47 EPS this Y 303.05% Inst Trans 53.40% Short Ratio 3.74 Perf Half Y 32.68%
Book/sh 3.29 P/B 8.69 EPS next Y 106.59% ROA -5.68% Short Interest 8.15M Perf Year 70.93%
Cash/sh 2.48 P/C 11.51 EPS next 5Y 20.00% ROE -6.39% 52W Range 13.38 - 33.96 Perf YTD 46.79%
Dividend Est. - P/FCF 276.25 EPS past 5Y - ROI -5.15% 52W High -15.84% Beta 2.27
Dividend TTM - Quick Ratio 11.30 Sales past 5Y 42.05% Gross Margin 56.68% 52W Low 113.60% ATR (14) 1.54
Dividend Ex-Date - Current Ratio 11.88 EPS Y/Y TTM -64.31% Oper. Margin -18.81% RSI (14) 45.39 Volatility 4.91% 4.83%
Employees 500 Debt/Eq 0.03 Sales Y/Y TTM 4.76% Profit Margin -14.70% Recom 1.58 Target Price 32.73
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 40.47% Payout - Rel Volume 0.53 Prev Close 28.51
Sales Surprise -0.06% EPS Surprise 35.14% Sales Q/Q 89.42% Earnings May 29 AMC Avg Volume 2.18M Price 28.58
SMA20 -7.71% SMA50 5.28% SMA200 35.60% Trades
Volume 1,146,365 Change 0.25%
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 → $12
Jul-15-24 10:00AM
Jul-14-24 01:11PM
Jul-01-24 11:42AM
11:29AM
Jun-25-24 10:29AM
(Investor's Business Daily) +8.35%
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Jun-06-24 08:00AM
(Investor's Business Daily)
May-30-24 12:34PM
(Thomson Reuters StreetEvents) +27.05%
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05:25PM
04:05PM
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09:33AM
(Thomson Reuters StreetEvents)
Mar-01-23 05:35PM
04:05PM
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Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam in September 2014 and is headquartered in George Town, Cayman Islands.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Brennan William Joseph Pres & Chief Executive Officer Nov 17 '27 Sale 17.71 15,000 265,662 3,867,421 Nov 17 08:52 PM Brennan William Joseph Pres & Chief Executive Officer Oct 24 '24 Sale 14.45 15,000 216,762 3,927,421 Oct 24 05:51 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 TAN LIP BU Director Jul 12 '24 Sale 31.51 12,845 404,706 3,109,163 Jul 12 04:11 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 Lam Yat Tung Chief Operating Officer Jul 11 '24 Sale 30.62 10,000 306,216 3,117,777 Jul 15 04:53 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 10 '24 Sale 31.33 6,110 191,456 3,125,061 Jul 12 04:11 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 08 '24 Sale 31.99 112,441 3,597,134 133,583 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 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 26.01 243,882 6,342,907 2,673,618 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 18 '24 Sale 18.14 15,000 272,054 2,977,500 Apr 18 05:27 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 Lam Yat Tung Chief Operating Officer Apr 11 '24 Sale 22.72 78,127 1,774,709 720,000 Apr 15 06:18 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 22.12 10,000 221,208 3,153,738 Apr 15 06:18 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 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 Lam Yat Tung Chief Operating Officer Apr 04 '24 Sale 22.62 400 9,048 798,127 Apr 05 05:47 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 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 28 '24 Sale 21.22 15,000 318,254 3,037,500 Mar 29 04:00 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 Lam Yat Tung Chief Operating Officer Mar 26 '24 Sale 22.58 63,319 1,429,482 881,303 Mar 27 07:50 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 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 14 '24 Sale 19.72 15,000 295,800 3,067,500 Mar 15 06:08 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 Fleming Daniel W. Chief Financial Officer Mar 11 '24 Option Exercise 0.28 17,500 4,812 624,134 Mar 13 05:01 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 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 Sale 21.45 17,500 375,394 606,634 Mar 13 05:01 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 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 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 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 20 '24 Sale 21.17 130,000 2,752,602 1,731,923 Feb 20 05:08 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 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 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 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 13 '24 Sale 22.50 407 9,158 1,968,300 Feb 15 05:05 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 12 '24 Sale 22.48 10,000 224,769 3,078,198 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 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 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 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 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 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 31 '24 Sale 20.60 15,000 308,946 3,157,500 Jan 31 07:54 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 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 Thorngate-Gottlund Adam General Counsel & Secretary Jan 22 '24 Sale 22.03 14,883 327,844 218,249 Jan 24 04:06 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 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 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 11 '24 Sale 20.00 2,227 44,540 2,410,302 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 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 Cheng Chi Fung Chief Technology Officer Jan 02 '24 Sale 18.51 60,000 1,110,510 10,768,602 Jan 04 06:56 PM Brennan William Joseph Pres & Chief Executive Officer Dec 29 '23 Sale 19.56 15,000 293,458 3,217,500 Jan 02 01:10 PM Fleming Daniel W. Chief Financial Officer Dec 28 '23 Option Exercise 0.28 10,000 2,750 624,738 Dec 28 07:20 PM Brennan William Joseph Pres & Chief Executive Officer Dec 28 '23 Sale 19.95 15,000 299,200 3,232,500 Dec 28 06:18 PM Fleming Daniel W. Chief Financial Officer Dec 28 '23 Sale 20.08 10,000 200,831 614,738 Dec 28 07:20 PM
Index S&P 500 P/E 48.99 EPS (ttm) 25.20 Insider Own 2.44% Shs Outstand 55.31M Perf Week -0.26%
Market Cap 69.10B Forward P/E 31.16 EPS next Y 39.63 Insider Trans -27.97% Shs Float 54.59M Perf Month -5.07%
Income 1.45B PEG 2.48 EPS next Q 8.54 Inst Own 96.43% Short Float 1.35% Perf Quarter -1.73%
Sales 7.30B P/S 9.46 EPS this Y 28.40% Inst Trans 1.64% Short Ratio 3.05 Perf Half Y 14.46%
Book/sh -54.15 P/B - EPS next Y 19.45% ROA 6.97% Short Interest 0.74M Perf Year 43.53%
Cash/sh 86.45 P/C 14.28 EPS next 5Y 19.77% ROE - 52W Range 774.00 - 1369.57 Perf YTD 22.07%
Dividend Est. 35.10 (2.84%) P/FCF 43.85 EPS past 5Y 6.17% ROI 7.90% 52W High -9.84% Beta 1.39
Dividend TTM - Quick Ratio 2.92 Sales past 5Y 12.64% Gross Margin 57.81% 52W Low 59.54% ATR (14) 29.61
Dividend Ex-Date Nov 17, 2023 Current Ratio 3.71 EPS Y/Y TTM 50.62% Oper. Margin 46.04% RSI (14) 42.40 Volatility 2.39% 2.18%
Employees 15500 Debt/Eq - Sales Y/Y TTM 23.75% Profit Margin 19.84% Recom 1.81 Target Price 1451.91
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 30.96% Payout 0.00% Rel Volume 0.80 Prev Close 1228.42
Sales Surprise 2.18% EPS Surprise 7.65% Sales Q/Q 20.38% Earnings May 07 BMO Avg Volume 241.96K Price 1234.86
SMA20 -2.12% SMA50 -4.74% SMA200 9.67% Trades
Volume 192,579 Change 0.52%
Date
Action
Analyst
Rating Change
Price Target Change
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
Nov-18-20 Upgrade Jefferies
Hold → Buy
$560 → $710
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TransDigm Group, Inc. engages in the design, production, and supply of aircraft components. It operates through the following segments: Power and Control, Airframe, and Non-Aviation. The Power and Control segment includes operations that primarily develop, produce and market systems and components that provide power to or control power of the aircraft utilizing electronic, fluid, power, and mechanical motion control technologies. The Airframe segment covers operations that primarily develop, produce and market systems and components that are used in non-power airframe applications utilizing airframe and cabin structure technologies. The Non-Aviation segment focuses on operations that develop, produce and market products for non-aviation markets. The company was founded by W. Nicholas Howley and Douglas W. Peacock in 1993 and is headquartered in Cleveland, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Howley W Nicholas Director Jul 15 '24 Option Exercise 215.92 5,472 1,181,514 27,020 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 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 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 Howley W Nicholas Director Jun 17 '24 Option Exercise 215.92 5,472 1,181,514 27,020 Jun 18 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 Howley W Nicholas Director Jun 17 '24 Sale 1317.22 5,472 7,207,834 21,548 Jun 18 04:42 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 Stein Kevin M President & CEO Jun 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 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 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 10 '24 Sale 1312.09 12,500 16,401,125 108,712 Jun 11 08:53 PM SMALL ROBERT J Director Jun 07 '24 Sale 1323.86 30,000 39,715,912 112,381 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 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 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 Howley W Nicholas Director May 09 '24 Sale 1318.14 197 259,510 0 May 13 04:51 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 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 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 Stein Kevin M President & CEO Mar 12 '24 Option Exercise 270.88 10,000 2,708,800 18,158 Mar 13 04:16 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 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 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 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 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 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 Option Exercise 226.34 2,427 549,327 2,427 Feb 28 04:44 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 9,476 11,295,267 11,000 Feb 28 04:43 PM Lisman Michael Co-Chief Operating Officer Feb 26 '24 Sale 1195.01 8,000 9,560,076 0 Feb 27 09:18 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 4,854 5,785,905 0 Feb 28 04:43 PM Valladares Jorge Director Feb 26 '24 Sale 1191.99 2,427 2,892,954 0 Feb 28 04:44 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 23 '24 Sale 1198.50 8,000 9,588,012 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 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 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 16 '24 Option Exercise 172.84 1,994 344,643 23,543 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 Howley W Nicholas Director Feb 15 '24 Option Exercise 172.84 3,530 610,125 25,078 Feb 20 01:05 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 Howley W Nicholas Director Feb 15 '24 Sale 1141.61 3,133 3,576,669 21,548 Feb 20 01:05 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 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 Santana Michele Director Feb 12 '24 Sale 1112.22 1 1,112 658 May 09 08:26 PM HENNESSY SEAN P Director Jan 22 '24 Buy 1065.40 0 511 33,976 May 09 08:26 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 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 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 11 '24 Option Exercise 172.84 14,087 2,434,797 35,635 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 Jan 10 '24 Option Exercise 172.84 38,863 6,717,081 60,411 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 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 Santana Michele Director Dec 22 '23 Sale 1000.55 1 1,001 659 May 09 08:26 PM Howley W Nicholas Director Dec 15 '23 Option Exercise 172.84 6,296 1,088,201 27,844 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 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 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 SMALL ROBERT J Director Dec 12 '23 Sale 997.89 18,522 18,482,983 158,858 Dec 13 04:29 PM Lisman Michael Co-Chief Operating Officer Dec 12 '23 Sale 997.51 12,000 11,970,112 2,309 Dec 14 08:52 AM 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 20 '23 Sale 965.20 39,558 38,181,337 179,615 Nov 20 08:58 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 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 Howley W Nicholas Director Nov 15 '23 Option Exercise 207.84 7,060 1,467,350 28,608 Nov 16 02:16 PM Reiss Joel Co-Chief Operating Officer Nov 15 '23 Option Exercise 226.34 3,000 679,020 6,600 Nov 16 02:18 PM Valladares Jorge Director Nov 15 '23 Sale 995.00 12,859 12,794,705 11,000 Nov 16 02:23 PM Howley W Nicholas Director Nov 15 '23 Sale 995.01 7,060 7,024,790 21,548 Nov 16 02:16 PM Reiss Joel Co-Chief Operating Officer Nov 15 '23 Sale 994.84 3,000 2,984,529 3,600 Nov 16 02:18 PM Valladares Jorge Director Nov 14 '23 Option Exercise 226.34 3,141 710,934 14,141 Nov 16 02:23 PM
Index S&P 500 P/E 15.06 EPS (ttm) 29.19 Insider Own 0.19% Shs Outstand 100.17M Perf Week 6.97%
Market Cap 43.66B Forward P/E 11.48 EPS next Y 38.28 Insider Trans -33.64% Shs Float 99.14M Perf Month 1.30%
Income 3.07B PEG 0.86 EPS next Q 8.86 Inst Own 86.59% Short Float 0.96% Perf Quarter 6.97%
Sales 17.00B P/S 2.57 EPS this Y 17.89% Inst Trans -1.50% Short Ratio 2.02 Perf Half Y 12.31%
Book/sh 48.96 P/B 8.98 EPS next Y 9.76% ROA 1.76% Short Interest 0.95M Perf Year 24.00%
Cash/sh 79.22 P/C 5.55 EPS next 5Y 17.60% ROE 67.63% 52W Range 306.63 - 449.94 Perf YTD 15.72%
Dividend Est. 5.79 (1.32%) P/FCF 7.38 EPS past 5Y 10.79% ROI 28.47% 52W High -2.31% Beta 1.36
Dividend TTM 5.53 (1.26%) Quick Ratio - Sales past 5Y 4.72% Gross Margin 53.24% 52W Low 43.35% ATR (14) 9.20
Dividend Ex-Date Aug 05, 2024 Current Ratio - EPS Y/Y TTM 36.92% Oper. Margin 24.81% RSI (14) 56.43 Volatility 2.80% 2.03%
Employees 13800 Debt/Eq 1.20 Sales Y/Y TTM 12.80% Profit Margin 18.04% Recom 2.07 Target Price 471.89
Option/Short Yes / Yes LT Debt/Eq 1.16 EPS Q/Q -2.32% Payout 22.35% Rel Volume 1.13 Prev Close 441.67
Sales Surprise 3.60% EPS Surprise 0.02% Sales Q/Q 9.69% Earnings Jul 24 AMC Avg Volume 469.73K Price 439.54
SMA20 2.18% SMA50 1.80% SMA200 11.17% Trades
Volume 530,890 Change -0.48%
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 → $135
Jan-02-19 Upgrade Sandler O'Neill
Hold → Buy
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Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 26 '24 Sale 408.63 5,000 2,043,162 159,012 Feb 26 06:50 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 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 22 '24 Sale 401.48 12,000 4,817,789 169,012 Feb 26 06:50 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 20 '24 Sale 397.22 4,298 1,707,247 181,012 Feb 21 08:23 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 12 '24 Option Exercise 179.84 39,834 7,163,747 228,170 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 CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 12 '24 Sale 401.11 2,493 999,979 196,598 Feb 13 08:44 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 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 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 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 Berman Walter Stanley EXECUTIVE VP AND CFO Aug 04 '23 Option Exercise 158.63 25,025 3,969,672 39,385 Aug 08 07:16 PM Berman Walter Stanley EXECUTIVE VP AND CFO Aug 04 '23 Sale 351.55 13,042 4,584,919 8,048 Aug 08 07:16 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Aug 03 '23 Option Exercise 179.84 40,000 7,193,600 197,103 Aug 07 04:06 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Aug 03 '23 Sale 354.00 9,616 3,404,106 157,103 Aug 07 04:06 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Aug 01 '23 Sale 348.74 2,418 843,260 3,710 Aug 03 04:10 PM
Index NDX, S&P 500 P/E 11.32 EPS (ttm) 17.74 Insider Own 0.52% Shs Outstand 178.72M Perf Week -2.29%
Market Cap 35.80B Forward P/E 9.80 EPS next Y 20.49 Insider Trans -12.60% Shs Float 177.43M Perf Month 1.93%
Income 3.18B PEG 1.51 EPS next Q 4.50 Inst Own 91.81% Short Float 3.38% Perf Quarter -2.54%
Sales 8.71B P/S 4.11 EPS this Y 4.32% Inst Trans -0.34% Short Ratio 4.34 Perf Half Y 30.66%
Book/sh 95.04 P/B 2.11 EPS next Y 9.04% ROA 11.09% Short Interest 6.00M Perf Year 43.14%
Cash/sh 5.04 P/C 39.83 EPS next 5Y 7.50% ROE 19.60% 52W Range 138.05 - 214.50 Perf YTD 31.70%
Dividend Est. 8.23 (4.10%) P/FCF 11.27 EPS past 5Y 16.56% ROI 13.47% 52W High -6.41% Beta 1.89
Dividend TTM 3.48 (1.73%) Quick Ratio 0.89 Sales past 5Y 44.77% Gross Margin 56.85% 52W Low 45.43% ATR (14) 4.47
Dividend Ex-Date May 14, 2024 Current Ratio 0.92 EPS Y/Y TTM -26.61% Oper. Margin 53.68% RSI (14) 48.26 Volatility 2.19% 2.21%
Employees 1023 Debt/Eq 0.39 Sales Y/Y TTM -4.87% Profit Margin 36.45% Recom 1.63 Target Price 226.12
Option/Short Yes / Yes LT Debt/Eq 0.39 EPS Q/Q 10.04% Payout 46.08% Rel Volume 0.56 Prev Close 199.80
Sales Surprise 5.97% EPS Surprise 0.76% Sales Q/Q 15.69% Earnings Aug 05 AMC Avg Volume 1.38M Price 200.76
SMA20 -1.74% SMA50 1.44% SMA200 13.78% Trades
Volume 775,671 Change 0.48%
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 → $95
Show Previous Ratings
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Diamondback Energy, Inc. is an independent oil and natural gas company, which engages in the acquisition, development, exploration, and exploitation of unconventional, onshore oil, and natural gas reserves. It operates through the Upstream and Midstream Services segments. The Upstream segment focuses on the Permian Basin operations in West Texas. The Midstream Services segment is involved in the Midland and Delaware Basins. The company was founded in December 2007 and is headquartered in Midland, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Wesson Daniel N Exec. VP & COO Jun 10 '24 Sale 194.69 4,000 778,760 65,677 Jun 12 04:33 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 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 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 21 '24 Sale 193.92 2,000 387,840 94,523 Mar 25 04:05 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 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 Barkmann Albert Exec. VP and Chief Engineer Mar 20 '24 Sale 190.75 1,066 203,340 16,315 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 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 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 Houston David L Director Sep 12 '23 Sale 156.54 8,000 1,252,342 11,565 Sep 14 04:05 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 WEST STEVEN E Director Aug 10 '23 Sale 150.65 8,000 1,205,181 5,100 Aug 14 04:05 PM Van't Hof Matthew Kaes President & CFO Aug 04 '23 Sale 148.98 9,000 1,340,813 155,980 Aug 07 04:09 PM Zmigrosky Matt EVP, Chief Legal and Admin Off Aug 03 '23 Sale 150.16 5,812 872,731 30,186 Aug 07 04:09 PM Wesson Daniel N Exec. VP & COO Aug 03 '23 Sale 149.68 4,000 598,702 61,802 Aug 07 04:09 PM
Index S&P 500 P/E 28.50 EPS (ttm) 31.39 Insider Own 0.82% Shs Outstand 25.59M Perf Week 2.69%
Market Cap 22.73B Forward P/E 24.55 EPS next Y 36.44 Insider Trans -20.84% Shs Float 25.20M Perf Month -8.82%
Income 811.64M PEG 2.81 EPS next Q 7.29 Inst Own 102.67% Short Float 3.88% Perf Quarter 10.94%
Sales 4.44B P/S 5.12 EPS this Y 9.51% Inst Trans -0.10% Short Ratio 2.76 Perf Half Y 17.57%
Book/sh 82.35 P/B 10.87 EPS next Y 14.12% ROA 26.38% Short Interest 0.98M Perf Year 60.34%
Cash/sh 56.61 P/C 15.81 EPS next 5Y 10.15% ROE 41.87% 52W Range 484.02 - 1106.89 Perf YTD 33.85%
Dividend Est. - P/FCF 24.09 EPS past 5Y 26.96% ROI 35.44% 52W High -19.17% Beta 1.08
Dividend TTM - Quick Ratio 2.04 Sales past 5Y 16.52% Gross Margin 56.58% 52W Low 84.85% ATR (14) 36.77
Dividend Ex-Date - Current Ratio 2.86 EPS Y/Y TTM 55.54% Oper. Margin 22.56% RSI (14) 45.03 Volatility 4.64% 3.64%
Employees 4800 Debt/Eq 0.13 Sales Y/Y TTM 20.36% Profit Margin 18.27% Recom 1.83 Target Price 1083.39
Option/Short Yes / Yes LT Debt/Eq 0.10 EPS Q/Q 87.20% Payout 0.00% Rel Volume 3.67 Prev Close 841.50
Sales Surprise 2.21% EPS Surprise 29.90% Sales Q/Q 22.13% Earnings Jul 25 AMC Avg Volume 355.09K Price 894.70
SMA20 -1.77% SMA50 -7.20% SMA200 11.12% Trades
Volume 1,302,471 Change 6.32%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-25-22 Initiated Piper Sandler
Overweight
$440
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Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Powers David President & CEO Jun 06 '24 Sale 1086.50 10,955 11,902,608 76,006 Jun 06 05:48 PM Stefano Caroti Chief Commercial Officer Jun 06 '24 Sale 1079.74 5,000 5,398,700 39,926 Jun 06 08:25 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 Stewart Bonita C. Director Feb 22 '24 Sale 871.11 3,500 3,048,885 8,863 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 Fasching Steven J. Chief Financial Officer Feb 09 '24 Sale 844.40 5,000 4,222,000 29,291 Feb 12 06:32 PM Ogbechie Angela Chief Supply Chain Officer Feb 09 '24 Sale 844.13 313 264,213 4,027 Feb 12 06:33 PM Shanahan Lauri M Director Feb 06 '24 Sale 832.22 3,672 3,055,912 4,515 Feb 23 05:46 PM Davis Cindy L Director Feb 06 '24 Sale 833.85 1,579 1,316,649 1,746 Feb 23 07:33 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 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 Garcia Thomas Chief Administrative Officer Sep 07 '23 Option Exercise 69.29 3,595 249,098 20,052 Sep 08 05:53 PM Garcia Thomas Chief Administrative Officer Sep 07 '23 Sale 516.73 3,595 1,857,660 16,457 Sep 08 05:53 PM
Index - P/E 11.41 EPS (ttm) 7.69 Insider Own 0.65% Shs Outstand 87.65M Perf Week 4.49%
Market Cap 7.68B Forward P/E 9.56 EPS next Y 9.18 Insider Trans -40.02% Shs Float 86.91M Perf Month 18.23%
Income 684.00M PEG 0.86 EPS next Q 2.02 Inst Own 98.23% Short Float 1.62% Perf Quarter 9.34%
Sales 3.12B P/S 2.46 EPS this Y 7.58% Inst Trans -4.48% Short Ratio 2.30 Perf Half Y 48.14%
Book/sh 15.33 P/B 5.72 EPS next Y 15.35% ROA 13.64% Short Interest 1.41M Perf Year 51.70%
Cash/sh 7.41 P/C 11.85 EPS next 5Y 13.19% ROE 53.86% 52W Range 50.13 - 86.05 Perf YTD 50.92%
Dividend Est. 0.97 (1.10%) P/FCF 11.29 EPS past 5Y 9.17% ROI 17.62% 52W High 1.99% Beta 0.97
Dividend TTM 0.96 (1.09%) Quick Ratio 2.19 Sales past 5Y 3.38% Gross Margin 46.79% 52W Low 75.05% ATR (14) 2.12
Dividend Ex-Date May 17, 2024 Current Ratio 2.78 EPS Y/Y TTM 14.18% Oper. Margin 30.30% RSI (14) 75.19 Volatility 3.42% 2.40%
Employees 3700 Debt/Eq 1.62 Sales Y/Y TTM 5.56% Profit Margin 21.95% Recom 2.80 Target Price 87.33
Option/Short Yes / Yes LT Debt/Eq 1.62 EPS Q/Q 10.76% Payout 12.44% Rel Volume 2.40 Prev Close 84.41
Sales Surprise 2.07% EPS Surprise 3.35% Sales Q/Q 4.21% Earnings Jul 25 AMC Avg Volume 611.21K Price 87.76
SMA20 11.09% SMA50 14.83% SMA200 29.13% Trades
Volume 1,466,936 Change 3.97%
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 → $48
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Allison Transmission Holdings, Inc. engages in the design and manufacture of vehicle propulsion solutions for commercial and defense vehicles. The company also manufactures medium and heavy duty fully automatic transmissions and electrified propulsion systems. Its products are used in various applications, including on-highway trucks, buses, motorhomes, off-highway vehicles and equipment, and defense vehicles. The company was founded in 1915 and is headquartered in Indianapolis, IN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Coll John SVP, Global MSS 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 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 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 Bohley G Frederick SVP, CFO & Treasurer Feb 27 '24 Option Exercise 32.13 7,150 229,730 80,462 Feb 29 04:18 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 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 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 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 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 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 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 Pittard Dana JH VP, Defense Programs Feb 23 '24 Option Exercise 39.42 2,686 105,882 7,829 Feb 27 04:41 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 23 '24 Sale 72.84 2,686 195,648 5,143 Feb 27 04:41 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 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 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 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 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 20 '24 Sale 68.72 38,945 2,676,106 4,187 Feb 22 04:06 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 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 Milburn Ryan A. VP, Product Engr. & Tech Dev. Feb 14 '24 Sale 70.00 519 36,330 13,827 Feb 15 04:05 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Feb 14 '24 Sale 70.00 512 35,840 5,695 Feb 15 04:07 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 Bohley G Frederick SVP, CFO & Treasurer Aug 31 '23 Option Exercise 30.23 4,950 149,638 72,318 Sep 05 04:24 PM Bohley G Frederick SVP, CFO & Treasurer Aug 31 '23 Sale 60.32 4,950 298,584 67,368 Sep 05 04:24 PM van Niekerk Teresa VP, Chief Procurement Officer Aug 28 '23 Option Exercise 44.83 14,527 651,210 28,436 Aug 30 04:02 PM Milburn Ryan A. VP, Product Engr. & Tech Dev. Aug 28 '23 Option Exercise 44.11 7,372 325,159 21,199 Aug 30 04:03 PM van Niekerk Teresa VP, Chief Procurement Officer Aug 28 '23 Sale 59.17 12,153 719,105 16,283 Aug 30 04:02 PM Milburn Ryan A. VP, Product Engr. & Tech Dev. Aug 28 '23 Sale 59.15 7,372 436,054 13,827 Aug 30 04:03 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 10 '23 Option Exercise 32.13 2,790 89,643 8,485 Aug 14 04:09 PM Eifert Thomas VP, Quality, Plan & Prog Mgmt Aug 10 '23 Sale 59.00 2,790 164,610 5,695 Aug 14 04:09 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Aug 01 '23 Option Exercise 49.60 5,558 275,677 13,066 Aug 03 04:03 PM Scroggins Eric C. VP, Gen. Counsel & Secretary Aug 01 '23 Sale 59.13 5,165 305,421 7,901 Aug 03 04:03 PM
Index S&P 500 P/E 27.68 EPS (ttm) 2.41 Insider Own 5.87% Shs Outstand 1.77B Perf Week 7.28%
Market Cap 118.37B Forward P/E 16.19 EPS next Y 4.11 Insider Trans -1.02% Shs Float 1.67B Perf Month -9.09%
Income 4.41B PEG 2.15 EPS next Q 0.75 Inst Own 85.82% Short Float 1.01% Perf Quarter -11.07%
Sales 25.49B P/S 4.64 EPS this Y -1.78% Inst Trans -0.58% Short Ratio 2.05 Perf Half Y 4.54%
Book/sh 18.70 P/B 3.56 EPS next Y 33.78% ROA 1.01% Short Interest 16.95M Perf Year -0.03%
Cash/sh 26.50 P/C 2.51 EPS next 5Y 12.86% ROE 11.99% 52W Range 48.66 - 79.49 Perf YTD -3.20%
Dividend Est. 1.03 (1.54%) P/FCF - EPS past 5Y 0.75% ROI 6.63% 52W High -16.22% Beta 1.00
Dividend TTM 1.00 (1.50%) Quick Ratio - Sales past 5Y 19.74% Gross Margin 74.38% 52W Low 36.87% ATR (14) 2.12
Dividend Ex-Date Aug 09, 2024 Current Ratio - EPS Y/Y TTM -30.13% Oper. Margin 35.44% RSI (14) 40.78 Volatility 2.98% 2.65%
Employees 33000 Debt/Eq 1.29 Sales Y/Y TTM 1.65% Profit Margin 17.28% Recom 1.86 Target Price 75.63
Option/Short Yes / Yes LT Debt/Eq 0.51 EPS Q/Q 2.69% Payout 39.39% Rel Volume 1.34 Prev Close 66.24
Sales Surprise 0.21% EPS Surprise 1.81% Sales Q/Q -1.87% Earnings Jul 16 BMO Avg Volume 8.27M Price 66.60
SMA20 -5.32% SMA50 -8.30% SMA200 0.07% Trades
Volume 11,098,367 Change 0.54%
Date
Action
Analyst
Rating Change
Price Target Change
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
Oct-12-22 Initiated Credit Suisse
Neutral
$83
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(Retail Banker International)
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 15 '24 Sale 78.08 58,065 4,533,709 60,683,471 May 16 08:24 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-Pomerantz Carolyn Director May 09 '24 Sale 76.13 26,315 2,003,429 1,674,571 May 13 08:44 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-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 03 '24 Sale 75.51 66,225 5,000,425 60,972,476 May 08 05:49 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 Schwab Charles R. Co-Chairman Apr 26 '24 Sale 74.96 59,905 4,490,419 61,098,607 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 19 '24 Sale 73.16 9,000 658,468 577,857 Apr 22 09:33 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Option Exercise 28.44 7,482 212,788 6,353 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Option Exercise 28.44 5,482 155,908 0 Apr 18 09:10 PM Schwab-Pomerantz Carolyn Director Apr 18 '24 Sale 73.47 7,482 549,667 1,719,399 Apr 22 09:33 PM Crawford Peter B. CFO Apr 18 '24 Sale 73.46 5,482 402,708 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Option Exercise 25.01 5,011 125,325 7,395 Apr 18 09:29 PM MARTINETTO JOSEPH R COO Apr 16 '24 Sale 70.83 43,000 3,045,595 41,414 Apr 18 09:05 PM Morgan Peter J. III General Counsel Apr 16 '24 Sale 72.23 24,520 1,771,151 0 Apr 18 09:08 PM Murtagh Nigel J Chief Risk Officer Apr 16 '24 Sale 72.40 10,000 723,975 71,446 Apr 18 09:13 PM Goldfarb Mark A Director Apr 16 '24 Sale 70.86 7,100 503,081 19,917 Apr 18 09:44 PM Crawford Peter B. CFO Apr 16 '24 Sale 71.02 6,114 434,215 60,567 Apr 18 09:10 PM SARIN ARUN Director Apr 16 '24 Sale 71.11 5,011 356,322 18,617 Apr 18 09:29 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 Murtagh Nigel J Chief Risk Officer Mar 21 '24 Option Exercise 26.39 12,948 341,698 94,394 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 Murtagh Nigel J Chief Risk Officer Mar 21 '24 Sale 70.03 12,948 906,686 81,446 Mar 25 09:05 PM Schwab-Pomerantz Carolyn Director Mar 21 '24 Sale 70.87 9,000 637,848 581,457 Mar 25 09:13 PM Craig Jonathan M. Please see remarks Mar 21 '24 Sale 70.01 4,977 348,430 0 Mar 25 07:28 PM Craig Jonathan M. Please see remarks Mar 06 '24 Sale 67.80 48,751 3,305,083 0 Mar 08 08:12 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 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 Crawford Peter B. CFO Nov 30 '23 Option Exercise 28.44 4,000 113,760 0 Dec 04 08:19 PM Schwab-Pomerantz Carolyn Director Nov 30 '23 Sale 61.28 12,208 748,109 1,722,400 Dec 04 08:22 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 30 '23 Sale 60.56 4,000 242,229 41,611 Dec 04 08:19 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 Morgan Peter J. III MD, General Counsel Aug 29 '23 Sale 59.61 8,000 476,872 8,014 Aug 30 05:46 PM Ruffel Charles A. Director Aug 17 '23 Buy 60.55 833 50,440 3,386 Aug 21 06:51 PM
Index S&P 500 P/E 21.53 EPS (ttm) 2.67 Insider Own 15.85% Shs Outstand 340.59M Perf Week -0.85%
Market Cap 19.65B Forward P/E 14.99 EPS next Y 3.83 Insider Trans -3.35% Shs Float 287.69M Perf Month 0.16%
Income 920.00M PEG 2.58 EPS next Q 0.90 Inst Own 73.70% Short Float 4.16% Perf Quarter -1.68%
Sales 14.35B P/S 1.37 EPS this Y 13.80% Inst Trans -1.00% Short Ratio 4.98 Perf Half Y 5.20%
Book/sh 9.24 P/B 6.22 EPS next Y 5.98% ROA 5.59% Short Interest 11.97M Perf Year -9.32%
Cash/sh 0.71 P/C 81.19 EPS next 5Y 8.33% ROE 26.32% 52W Range 47.62 - 64.02 Perf YTD 2.79%
Dividend Est. 2.27 (3.95%) P/FCF 17.80 EPS past 5Y -6.41% ROI 11.39% 52W High -10.23% Beta 0.34
Dividend TTM 2.28 (3.97%) Quick Ratio 0.41 Sales past 5Y -0.49% Gross Margin 34.19% 52W Low 20.67% ATR (14) 1.03
Dividend Ex-Date Jun 03, 2024 Current Ratio 0.62 EPS Y/Y TTM 9.52% Oper. Margin 13.44% RSI (14) 48.89 Volatility 1.67% 1.67%
Employees 23000 Debt/Eq 2.09 Sales Y/Y TTM -8.55% Profit Margin 6.41% Recom 2.76 Target Price 62.17
Option/Short Yes / Yes LT Debt/Eq 1.56 EPS Q/Q -10.14% Payout 84.89% Rel Volume 0.74 Prev Close 57.28
Sales Surprise 1.16% EPS Surprise 19.31% Sales Q/Q -21.05% Earnings Aug 01 BMO Avg Volume 2.40M Price 57.47
SMA20 0.60% SMA50 -2.17% SMA200 3.22% Trades
Volume 1,783,473 Change 0.33%
Date
Action
Analyst
Rating Change
Price Target Change
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
Apr-25-22 Downgrade Deutsche Bank
Buy → Hold
$74 → $73
Mar-30-22 Initiated UBS
Buy
$73
Feb-11-22 Downgrade JP Morgan
Neutral → Underweight
$64 → $57
Jan-31-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$75 → $70
Jan-05-22 Downgrade BofA Securities
Buy → Neutral
$76 → $70
Sep-21-21 Resumed Morgan Stanley
Equal-Weight
$64
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Kellanova engages in the manufacturing, marketing, and distribution of ready-to-eat cereal and convenience foods. It operates through the following segments: North America, Europe, Latin America, and Asia Middle East Africa. The North America segment includes the U.S. businesses and Canada. The Europe segment consists of European countries. The Latin America segment focuses on Central and South America, and Mexico. The Asia Middle East Africa segment is involved in Africa, Middle East, Australia, and Other Asian and Pacific markets. The company was founded by Will Keith Kellogg in 1906 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KELLOGG W K FOUNDATION TRUST 10% Owner 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 FORCHE KURT D VP-Corporate Controller Feb 21 '24 Sale 56.48 3,000 169,440 14,006 Feb 21 04:19 PM Howell Melissa A Senior Vice President Feb 19 '24 Option Exercise 0.00 8,094 0 76,208 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 BANATI AMIT Vice Chairman & CFO Feb 19 '24 Option Exercise 0.00 12,584 0 38,189 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 Lance Rodrigo Senior Vice President Feb 19 '24 Option Exercise 0.00 2,623 0 23,524 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 Bahner Kris SVP-Chief Global Corp Affairs Feb 19 '24 Option Exercise 0.00 3,152 0 28,684 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 LAWLOR DAVID Senior Vice President Feb 19 '24 Option Exercise 0.00 7,490 0 50,513 Feb 21 04:19 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 LAWLOR DAVID Senior Vice President Feb 16 '24 Option Exercise 0.00 24,716 0 55,876 Feb 21 04:19 PM AMAYA NICOLAS Senior Vice President Feb 16 '24 Option Exercise 0.00 16,810 0 37,394 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 HUGHES CHARISSE FORD Senior Vice President Feb 16 '24 Option Exercise 0.00 8,988 0 12,140 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 CAHILLANE STEVEN A Chairman, Pres. & CEO Feb 16 '24 Option Exercise 0.00 183,232 0 438,629 Feb 21 04:20 PM FORCHE KURT D VP-Corporate Controller Feb 16 '24 Option Exercise 0.00 8,406 0 17,812 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 Kapoor Shumit Senior Vice President Feb 16 '24 Option Exercise 0.00 21,742 0 26,561 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 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 KELLOGG W K FOUNDATION TRUST 10% Owner Sep 07 '23 Sale 59.42 77,800 4,622,658 54,254,038 Sep 07 05:21 PM KELLOGG W K FOUNDATION TRUST 10% Owner Aug 21 '23 Sale 61.10 100,000 6,109,550 54,331,838 Aug 21 05:12 PM KELLOGG W K FOUNDATION TRUST 10% Owner Aug 10 '23 Sale 63.78 100,000 6,378,120 54,431,838 Aug 10 05:15 PM Kapoor Shumit Senior Vice President Aug 03 '23 Option Exercise 0.00 4,818 0 4,818 Aug 04 04:17 PM
Index DJIA, S&P 500 P/E 47.25 EPS (ttm) 5.56 Insider Own 2.63% Shs Outstand 971.00M Perf Week 6.09%
Market Cap 254.57B Forward P/E 23.93 EPS next Y 10.98 Insider Trans -5.21% Shs Float 943.55M Perf Month 8.04%
Income 5.47B PEG 2.91 EPS next Q 2.35 Inst Own 83.52% Short Float 1.47% Perf Quarter -3.82%
Sales 35.74B P/S 7.12 EPS this Y 20.35% Inst Trans -0.97% Short Ratio 1.68 Perf Half Y -5.85%
Book/sh 61.47 P/B 4.27 EPS next Y 10.98% ROA 5.77% Short Interest 13.90M Perf Year 16.46%
Cash/sh 18.24 P/C 14.41 EPS next 5Y 16.24% ROE 9.34% 52W Range 193.68 - 318.71 Perf YTD -0.16%
Dividend Est. 0.89 (0.34%) P/FCF 22.46 EPS past 5Y 24.06% ROI 7.68% 52W High -17.57% Beta 1.29
Dividend TTM 0.80 (0.30%) Quick Ratio 1.03 Sales past 5Y 21.44% Gross Margin 67.99% 52W Low 35.64% ATR (14) 6.86
Dividend Ex-Date Jul 09, 2024 Current Ratio 1.03 EPS Y/Y TTM 1372.64% Oper. Margin 18.45% RSI (14) 59.12 Volatility 3.02% 2.50%
Employees 72682 Debt/Eq 0.22 Sales Y/Y TTM 11.04% Profit Margin 15.30% Recom 1.58 Target Price 299.67
Option/Short Yes / Yes LT Debt/Eq 0.19 EPS Q/Q 672.74% Payout 0.00% Rel Volume 0.72 Prev Close 256.52
Sales Surprise -0.19% EPS Surprise 2.77% Sales Q/Q 10.74% Earnings May 29 AMC Avg Volume 8.29M Price 262.71
SMA20 3.32% SMA50 3.71% SMA200 0.51% Trades
Volume 5,946,462 Change 2.41%
Date
Action
Analyst
Rating Change
Price Target Change
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 → $150
Dec-02-22 Downgrade Wolfe Research
Outperform → Peer Perform
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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 SCHMAIER R DAVID Pres. & Chief Product Officer Jul 23 '24 Sale 255.78 1,155 295,424 20,556 Jul 23 07:40 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 23 '24 Sale 255.78 897 229,433 117,581 Jul 23 07:31 PM Tallapragada Srinivas Pres/Chief Engineering Officer Jul 23 '24 Sale 255.78 897 229,433 23,042 Jul 23 07:43 PM Weaver Amy E President and CFO Jul 23 '24 Sale 255.78 897 229,433 51,109 Jul 23 07:46 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 Harris Parker Co-Founder and CTO, Slack Jul 22 '24 Option Exercise 0.00 1,785 0 118,478 Jul 23 07:31 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jul 22 '24 Option Exercise 0.00 910 0 6,844 Jul 23 07:37 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 Tallapragada Srinivas Pres/Chief Engineering Officer Jul 22 '24 Option Exercise 0.00 1,785 0 23,939 Jul 23 07:43 PM Weaver Amy E President and CFO Jul 22 '24 Option Exercise 0.00 1,785 0 52,006 Jul 23 07:46 PM Millham Brian President and COO Jul 22 '24 Sale 248.75 2,037 506,704 1,947 Jul 23 07:34 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 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 25 '24 Sale 242.00 1,662 402,204 0 Jun 26 05:16 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 Millham Brian President and COO Jun 24 '24 Sale 242.32 1,678 406,618 1,662 Jun 24 07:50 PM Weaver Amy E President and CFO Jun 24 '24 Sale 242.32 942 228,269 50,221 Jun 24 07:46 PM Harris Parker Co-Founder and CTO, Slack Jun 24 '24 Sale 242.32 942 228,269 116,693 Jun 24 07:48 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 24 '24 Sale 242.32 631 152,906 19,412 Jun 24 07:54 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jun 24 '24 Sale 242.32 65 15,751 5,934 Jun 24 07:52 PM Weaver Amy E President and CFO Jun 22 '24 Option Exercise 0.00 1,873 0 51,163 Jun 24 07:46 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 Millham Brian President and COO Jun 22 '24 Option Exercise 0.00 3,340 0 3,340 Jun 24 07:50 PM Reddy Sundeep G. EVP & Chief Accounting Officer Jun 22 '24 Option Exercise 0.00 143 0 5,999 Jun 24 07:52 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 Tallapragada Srinivas Pres/Chief Engineering Officer Jun 22 '24 Option Exercise 0.00 1,873 0 23,096 Jun 24 07:56 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 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 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 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 Benioff Marc Chair and CEO Jun 04 '24 Sale 235.71 15,000 3,535,652 12,362,327 Jun 05 05:27 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 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 Benioff Marc Chair and CEO May 28 '24 Sale 269.32 15,000 4,039,789 12,437,327 May 29 04:20 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 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 ALBER LAURA Director May 22 '24 Option Exercise 0.00 330 0 4,760 May 23 04:22 PM Conway Craig Director May 22 '24 Option Exercise 0.00 330 0 12,855 May 23 04:26 PM DONALD ARNOLD W Director May 22 '24 Option Exercise 0.00 330 0 2,774 May 23 04:31 PM KROES NEELIE Director May 22 '24 Option Exercise 0.00 330 0 9,941 May 23 04:36 PM SACHIN J. MEHRA Director May 22 '24 Option Exercise 0.00 330 0 2,324 May 23 04:44 PM MUNOZ OSCAR Director May 22 '24 Option Exercise 0.00 330 0 4,975 May 23 04:48 PM Roos John Victor Director May 22 '24 Option Exercise 0.00 330 0 14,207 May 23 04:53 PM Washington Robin L Director May 22 '24 Option Exercise 0.00 330 0 40,815 May 23 05:00 PM WEBB MAYNARD G JR Director May 22 '24 Option Exercise 0.00 330 0 10,203 May 23 05:05 PM Wojcicki Susan Director May 22 '24 Option Exercise 0.00 330 0 4,077 May 23 05:08 PM Benioff Marc Chair and CEO May 22 '24 Sale 285.00 15,000 4,275,010 12,482,327 May 23 04:59 PM Millham Brian President and COO May 22 '24 Sale 283.41 6,162 1,746,372 0 May 23 05:13 PM Harris Parker Co-Founder and CTO, Slack May 21 '24 Option Exercise 118.04 4,200 495,768 119,962 May 22 06:09 PM Benioff Marc Chair and CEO May 21 '24 Sale 285.27 15,000 4,279,102 12,497,327 May 22 04:29 PM Harris Parker Co-Founder and CTO, Slack May 21 '24 Sale 285.20 4,200 1,197,843 115,762 May 22 06:09 PM Benioff Marc Chair and CEO May 20 '24 Sale 286.90 15,000 4,303,451 12,512,327 May 21 05:20 PM Benioff Marc Chair and CEO May 17 '24 Sale 286.20 15,000 4,292,953 12,527,327 May 20 04:31 PM Benioff Marc Chair and CEO May 16 '24 Sale 286.44 15,000 4,296,588 12,542,327 May 17 04:21 PM Millham Brian President and COO May 15 '24 Option Exercise 218.21 2,106 459,550 2,106 May 16 04:53 PM Benioff Marc Chair and CEO May 15 '24 Sale 284.73 15,000 4,270,881 12,557,327 May 16 04:45 PM Millham Brian President and COO May 15 '24 Sale 280.00 2,106 589,680 0 May 16 04:53 PM Harris Parker Co-Founder and CTO, Slack May 14 '24 Option Exercise 118.04 4,200 495,768 119,962 May 15 04:37 PM Benioff Marc Chair and CEO May 14 '24 Sale 276.85 15,000 4,152,698 12,572,327 May 15 04:51 PM Harris Parker Co-Founder and CTO, Slack May 14 '24 Sale 276.93 4,200 1,163,096 115,762 May 15 04:37 PM Benioff Marc Chair and CEO May 13 '24 Sale 276.84 15,000 4,152,578 12,587,327 May 14 04:46 PM Benioff Marc Chair and CEO May 10 '24 Sale 276.59 15,000 4,148,901 12,602,327 May 13 04:45 PM Benioff Marc Chair and CEO May 09 '24 Sale 274.29 15,000 4,114,395 12,617,327 May 10 05:17 PM Benioff Marc Chair and CEO May 08 '24 Sale 278.63 15,000 4,179,383 12,632,327 May 09 04:58 PM Harris Parker Co-Founder and CTO, Slack May 07 '24 Option Exercise 118.04 4,200 495,768 119,962 May 08 04:35 PM Benioff Marc Chair and CEO May 07 '24 Sale 277.28 15,000 4,159,208 12,647,327 May 08 04:24 PM Harris Parker Co-Founder and CTO, Slack May 07 '24 Sale 277.22 4,200 1,164,313 115,762 May 08 04:35 PM
Index RUT P/E 53.93 EPS (ttm) 0.92 Insider Own 15.26% Shs Outstand 65.61M Perf Week 1.96%
Market Cap 3.36B Forward P/E 23.18 EPS next Y 2.14 Insider Trans -3.97% Shs Float 57.57M Perf Month 8.96%
Income 58.09M PEG 3.31 EPS next Q 0.35 Inst Own 82.46% Short Float 5.31% Perf Quarter 39.22%
Sales 710.60M P/S 4.73 EPS this Y 39.75% Inst Trans -4.12% Short Ratio 3.93 Perf Half Y 47.98%
Book/sh 4.95 P/B 10.01 EPS next Y 26.27% ROA 1.59% Short Interest 3.06M Perf Year 77.24%
Cash/sh 2.68 P/C 18.44 EPS next 5Y 16.30% ROE 10.60% 52W Range 24.97 - 50.26 Perf YTD 56.02%
Dividend Est. 1.23 (2.49%) P/FCF 14.93 EPS past 5Y -13.21% ROI 10.06% 52W High -1.54% Beta 1.27
Dividend TTM 0.84 (1.70%) Quick Ratio - Sales past 5Y 318.19% Gross Margin 93.30% 52W Low 98.17% ATR (14) 1.44
Dividend Ex-Date Jun 14, 2024 Current Ratio - EPS Y/Y TTM 397.41% Oper. Margin 28.46% RSI (14) 66.78 Volatility 3.46% 2.70%
Employees 990 Debt/Eq 0.83 Sales Y/Y TTM 287.00% Profit Margin 8.17% Recom 2.14 Target Price 48.00
Option/Short Yes / Yes LT Debt/Eq 0.78 EPS Q/Q 9.39% Payout 90.93% Rel Volume 0.50 Prev Close 48.39
Sales Surprise 9.16% EPS Surprise 18.03% Sales Q/Q 102.10% Earnings Aug 08 AMC Avg Volume 778.48K Price 49.49
SMA20 5.39% SMA50 12.53% SMA200 41.48% Trades
Volume 386,932 Change 2.27%
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
$26
Oct-12-20 Initiated Barclays
Equal Weight
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StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Keck Thomas Director Jun 12 '24 Sale 45.32 13,050 591,426 100,750 Jun 12 05:19 PM 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 11 '24 Sale 45.04 4,939 222,453 113,800 Jun 12 05:19 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 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 26 '24 Sale 35.47 3,694 131,026 200,750 Feb 27 07:21 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 22 '24 Sale 35.68 48,662 1,736,260 257,847 Feb 22 07:05 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 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 15 '23 Sale 28.80 69,649 2,005,891 6,397,754 Dec 18 04:37 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 Sep 15 '23 Sale 31.72 21,862 693,463 6,644,686 Sep 18 04:22 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 14 '23 Sale 31.15 17,946 559,018 6,666,548 Sep 18 04:22 PM Lim James 10% Owner Sep 13 '23 Sale 31.76 53,925 1,712,658 6,684,494 Sep 13 06:27 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 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 Lim James 10% Owner Sep 07 '23 Sale 31.15 18,466 575,216 6,834,055 Sep 08 06:36 PM Lim James 10% Owner Sep 06 '23 Sale 31.01 500 15,505 6,852,521 Sep 08 06:36 PM Ment Jason P See remarks Sep 05 '23 Sale 31.03 3,598 111,646 70,568 Sep 05 06:30 PM Lim James 10% Owner Sep 05 '23 Sale 31.03 710 22,031 6,853,021 Sep 05 06:31 PM Lim James 10% Owner Sep 01 '23 Sale 31.04 16,056 498,378 6,853,731 Sep 05 06:31 PM Ment Jason P See remarks Sep 01 '23 Sale 31.04 15,826 491,239 74,166 Sep 05 06:30 PM Lim James 10% Owner Aug 31 '23 Sale 31.01 634 19,660 6,869,787 Sep 05 06:31 PM Ment Jason P See remarks Aug 31 '23 Sale 31.01 576 17,862 89,992 Sep 05 06:30 PM
Index S&P 500 P/E 36.91 EPS (ttm) 4.58 Insider Own 0.58% Shs Outstand 263.92M Perf Week -2.99%
Market Cap 44.65B Forward P/E 9.78 EPS next Y 17.30 Insider Trans -7.61% Shs Float 262.37M Perf Month 6.83%
Income 1.22B PEG - EPS next Q 0.28 Inst Own 79.88% Short Float 0.98% Perf Quarter -1.84%
Sales 58.57B P/S 0.76 EPS this Y 1293.66% Inst Trans 1.15% Short Ratio 1.81 Perf Half Y 6.36%
Book/sh 63.02 P/B 2.68 EPS next Y 30.63% ROA 1.45% Short Interest 2.57M Perf Year 49.76%
Cash/sh - P/C - EPS next 5Y - ROE 7.47% 52W Range 104.29 - 179.93 Perf YTD 20.85%
Dividend Est. 3.72 (2.20%) P/FCF 8.82 EPS past 5Y - ROI 4.69% 52W High -5.98% Beta 0.48
Dividend TTM 3.62 (2.14%) Quick Ratio - Sales past 5Y 7.88% Gross Margin - 52W Low 62.21% ATR (14) 4.12
Dividend Ex-Date Aug 30, 2024 Current Ratio 0.45 EPS Y/Y TTM 152.23% Oper. Margin 3.52% RSI (14) 54.51 Volatility 3.26% 2.06%
Employees 53400 Debt/Eq 0.43 Sales Y/Y TTM 10.79% Profit Margin 2.08% Recom 1.75 Target Price 192.47
Option/Short Yes / Yes LT Debt/Eq 0.39 EPS Q/Q 439.77% Payout - Rel Volume 1.35 Prev Close 165.40
Sales Surprise 3.33% EPS Surprise 30.47% Sales Q/Q 10.68% Earnings Jul 31 AMC Avg Volume 1.42M Price 169.17
SMA20 2.38% SMA50 2.93% SMA200 9.92% Trades
Volume 1,913,427 Change 2.28%
Date
Action
Analyst
Rating Change
Price Target Change
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
Nov-19-21 Initiated Jefferies
Hold
$121
Nov-10-21 Downgrade Barclays
Overweight → Equal Weight
$123
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The Allstate Corp. engages in the property and casualty insurance business and the provision of protection solutions. It operates through the following segments: Allstate Protection, Protection Services, Allstate Health and Benefits, Run-off Property-Liability, and Corporate and Other. The Allstate Protection segment offers private passenger auto, homeowners, other personal lines, and commercial insurance marketed under the Allstate, National General, and Answer Financial brand names. The Protection Services segment provides a range of solutions and services that expand and enhance customer value propositions including Allstate Protection Plans, Allstate Dealer Services, Allstate Roadside, Arity, and Allstate Identity Protection. The Allstate Health and Benefits segment focuses on voluntary benefits and individual life and health products, including life, accident, critical illness, short term disability, and other health insurance products sold through independent agents, benefit brokers, and Allstate exclusive agencies. The Run-off Property-Liability segment relates to property and casualty insurance policies with exposure to asbestos, environmental, and other claims in run-off. The Corporate and Other segment is involved in debt service, holding company activities, and certain non-insurance operations. The company was founded on April 17, 1931 and is headquartered in Northbrook, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 03 '24 Sale 166.88 1,124 187,573 0 Jun 04 05:24 PM SPRIESER JUDITH A Director Jun 01 '24 Option Exercise 0.00 1,124 0 1,124 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 Rizzo Mario PresPersonalProperty-Liability Feb 16 '24 Option Exercise 92.80 24,698 2,291,974 84,898 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 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 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 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 SPRIESER JUDITH A Director Aug 03 '23 Sale 111.22 1,565 174,059 0 Aug 07 04:14 PM
Index S&P 500 P/E 31.29 EPS (ttm) 6.29 Insider Own 0.22% Shs Outstand 401.46M Perf Week -11.60%
Market Cap 79.00B Forward P/E 24.62 EPS next Y 8.00 Insider Trans -11.33% Shs Float 400.19M Perf Month -7.39%
Income 2.54B PEG 2.66 EPS next Q 1.89 Inst Own 84.01% Short Float 0.93% Perf Quarter -7.40%
Sales 20.98B P/S 3.77 EPS this Y 17.16% Inst Trans 5.40% Short Ratio 2.14 Perf Half Y 6.41%
Book/sh 18.59 P/B 10.59 EPS next Y 10.29% ROA 7.75% Short Interest 3.72M Perf Year 19.41%
Cash/sh 2.38 P/C 82.81 EPS next 5Y 11.77% ROE 35.42% 52W Range 149.71 - 225.00 Perf YTD 9.97%
Dividend Est. 3.08 (1.56%) P/FCF 37.33 EPS past 5Y 4.94% ROI 10.62% 52W High -12.46% Beta 0.75
Dividend TTM 2.90 (1.47%) Quick Ratio 1.03 Sales past 5Y 6.69% Gross Margin 29.12% 52W Low 31.56% ATR (14) 4.11
Dividend Ex-Date Jun 07, 2024 Current Ratio 1.07 EPS Y/Y TTM 13.06% Oper. Margin 19.71% RSI (14) 28.56 Volatility 2.42% 1.59%
Employees 48000 Debt/Eq 2.25 Sales Y/Y TTM 4.77% Profit Margin 12.13% Recom 2.21 Target Price 225.96
Option/Short Yes / Yes LT Debt/Eq 2.21 EPS Q/Q 11.80% Payout 49.45% Rel Volume 1.42 Prev Close 199.92
Sales Surprise -0.50% EPS Surprise -0.55% Sales Q/Q 5.53% Earnings Jul 24 AMC Avg Volume 1.74M Price 196.96
SMA20 -8.14% SMA50 -6.15% SMA200 1.68% Trades
Volume 2,472,390 Change -1.48%
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
$145
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Waste Management, Inc. is a holding company, which engages in the provision of waste management environmental services. It operates through the following segments: Collection and Disposal-East Tier (East Tier), Collection and Disposal-West Tier (West Tier), Recycling Processing and Sales, WM Renewable Energy, and Corporate and Other. The East Tier segment includes the Eastern United States, the Great Lakes Region, and Canada. The West Tier segment refers to the upper Midwest region and British Columbia, Canada. The Recycling Processing and Sales segment focuses on the processing and sales of materials collected from residential, commercial, and industrial customers. The WM Renewable Energy segment develops, operates, and promotes projects for landfill gas use. The Corporate and Other segment relates to its corporate office activities. The company was founded on September 30, 1987 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 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 Carrasco Rafael SVP of Enterprise Strategy Mar 01 '24 Sale 204.86 840 172,082 14,067 Mar 04 03:47 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 DeSantis Christopher P. SVP Operations - East Feb 26 '24 Sale 208.01 59 12,273 8,057 Feb 27 01:58 PM Carroll John A. VP & Chief Accounting Officer Feb 26 '24 Sale 208.04 56 11,650 7,718 Feb 27 02:02 PM Smith Donald J Sr. VP - Operations Feb 26 '24 Sale 207.78 56 11,636 5,386 Feb 27 01:59 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 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 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 Carrasco Rafael SVP of Enterprise Strategy Feb 21 '24 Sale 202.41 335 67,807 15,058 Feb 21 04:29 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 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 Rankin Devina A EVP & CFO Feb 20 '24 Sale 202.96 9,231 1,873,506 65,973 Feb 21 04:30 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 Carrasco Rafael SVP of Enterprise Strategy Feb 20 '24 Sale 202.66 2,326 471,396 15,393 Feb 21 04:29 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 Hemmer Tara J. SVP & Chief Sustainability Off Feb 14 '24 Sale 199.25 775 154,420 66,907 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 Watson Michael J. Sr. VP-Chief Customer Officer Feb 14 '24 Sale 198.62 775 153,934 49,852 Feb 15 04:48 PM Rankin Devina A EVP & CFO Feb 14 '24 Sale 198.58 775 153,899 75,204 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 DeSantis Christopher P. SVP Operations - East Feb 14 '24 Sale 199.64 346 69,075 8,218 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 Carrasco Rafael SVP of Enterprise Strategy Feb 14 '24 Sale 199.36 321 63,994 13,512 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 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 POPE JOHN C Director Jan 16 '24 Sale 181.00 185 33,485 56,461 Jan 17 01:45 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 Boettcher Charles C EVP, Corp Development & CLO Dec 05 '23 Sale 174.50 2,500 436,250 37,959 Dec 05 03:17 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 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 Chinn Bruce E. Director Aug 15 '23 Sale 159.44 172 27,425 822 Aug 16 02:49 PM
Index S&P 500 P/E 14.43 EPS (ttm) 3.15 Insider Own 0.22% Shs Outstand 1.56B Perf Week 1.56%
Market Cap 70.94B Forward P/E 10.74 EPS next Y 4.23 Insider Trans -3.69% Shs Float 1.56B Perf Month 14.48%
Income 4.99B PEG 8.01 EPS next Q 0.99 Inst Own 80.33% Short Float 1.00% Perf Quarter 10.91%
Sales 41.78B P/S 1.70 EPS this Y 15.06% Inst Trans -0.66% Short Ratio 1.85 Perf Half Y 6.19%
Book/sh 31.80 P/B 1.43 EPS next Y 12.52% ROA 0.77% Short Interest 15.57M Perf Year 16.89%
Cash/sh - P/C - EPS next 5Y 1.80% ROE 9.63% 52W Range 30.47 - 45.85 Perf YTD 5.04%
Dividend Est. 1.97 (4.34%) P/FCF - EPS past 5Y -4.60% ROI 4.57% 52W High -0.85% Beta 1.04
Dividend TTM 1.95 (4.29%) Quick Ratio - Sales past 5Y 11.37% Gross Margin - 52W Low 49.20% ATR (14) 0.99
Dividend Ex-Date Jun 28, 2024 Current Ratio 0.64 EPS Y/Y TTM -12.41% Oper. Margin 17.03% RSI (14) 70.56 Volatility 2.30% 2.25%
Employees 75465 Debt/Eq 1.23 Sales Y/Y TTM 19.33% Profit Margin 11.94% Recom 2.27 Target Price 48.70
Option/Short Yes / Yes LT Debt/Eq 0.93 EPS Q/Q 16.37% Payout 58.96% Rel Volume 0.66 Prev Close 45.09
Sales Surprise 1.37% EPS Surprise 2.57% Sales Q/Q 6.18% Earnings Jul 17 BMO Avg Volume 8.40M Price 45.46
SMA20 8.00% SMA50 11.46% SMA200 12.94% Trades
Volume 5,559,311 Change 0.82%
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 → $58
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U.S. Bancorp operates as a bank holding company, which offers financial services including lending and depository services, cash management, foreign exchange and trust and investment management. The firm also offers mortgage, refinance, auto, boat and RV loans, credit lines, credit card services, merchant, bank, checking and savings accounts, debit cards, online and mobile banking, ATM processing, mortgage banking, insurance, brokerage and leasing services. The company was founded on April 2, 1929, and is headquartered in Minneapolis, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#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 11 '23 Sale 40.34 2,046 82,540 112,722 Dec 11 05:27 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 Welsh Timothy A Vice Chair Aug 10 '23 Sale 39.79 13,816 549,780 119,058 Aug 11 04:58 PM DOLAN TERRANCE R Vice Chair & CFO Aug 08 '23 Sale 39.75 26,000 1,033,578 166,992 Aug 10 04:47 PM
Index - P/E - EPS (ttm) -6.70 Insider Own 11.13% Shs Outstand 17.74M Perf Week -1.45%
Market Cap 31.09B Forward P/E - EPS next Y -2.87 Insider Trans -16.95% Shs Float 15.76M Perf Month 20.24%
Income -85.19M PEG - EPS next Q -0.93 Inst Own 55.57% Short Float 15.28% Perf Quarter 41.30%
Sales 489.59M P/S 63.51 EPS this Y -121.01% Inst Trans -3.18% Short Ratio 1.81 Perf Half Y 282.87%
Book/sh 136.01 P/B 12.89 EPS next Y 48.25% ROA -1.82% Short Interest 2.41M Perf Year 295.24%
Cash/sh 4.72 P/C 371.35 EPS next 5Y 10.00% ROE -5.99% 52W Range 307.11 - 1999.99 Perf YTD 177.49%
Dividend Est. - P/FCF - EPS past 5Y 68.04% ROI -1.42% 52W High -12.36% Beta 3.09
Dividend TTM - Quick Ratio 0.78 Sales past 5Y -0.01% Gross Margin 77.12% 52W Low 470.71% ATR (14) 120.60
Dividend Ex-Date - Current Ratio 0.78 EPS Y/Y TTM 92.84% Oper. Margin -2.02% RSI (14) 60.84 Volatility 6.39% 7.04%
Employees 1934 Debt/Eq 1.51 Sales Y/Y TTM -2.45% Profit Margin -17.40% Recom 1.38 Target Price 1959.82
Option/Short Yes / Yes LT Debt/Eq 1.51 EPS Q/Q -109.72% Payout 0.00% Rel Volume 1.06 Prev Close 1606.47
Sales Surprise -5.57% EPS Surprise -466.97% Sales Q/Q -5.47% Earnings Aug 01 AMC Avg Volume 1.33M Price 1752.71
SMA20 17.53% SMA50 14.60% SMA200 73.92% Trades
Volume 1,403,175 Change 9.10%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jul-29-16 Reiterated Mizuho
Neutral
$200 → $190
Jul-29-16 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
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(Yahoo Finance Video) +6.75%
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MicroStrategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Le Phong President & CEO Jun 17 '24 Sale 1441.81 590 850,668 1,267 Jun 20 09:28 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 Montgomery Jeanine SVP & CAO Jun 17 '24 Sale 1441.81 38 54,789 567 Jun 20 09:25 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 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 22 '24 Sale 1338.20 719 962,165 0 Apr 23 04:04 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 Option Exercise 121.43 5,000 607,150 5,000 Apr 18 04:06 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 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 Option Exercise 121.43 5,000 607,150 5,000 Apr 16 04:21 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 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 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 09 '24 Sale 1462.03 994 1,453,255 0 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 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 05 '24 Sale 1657.49 688 1,140,350 0 Apr 08 04:13 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 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 02 '24 Sale 1580.39 447 706,435 0 Apr 03 04:20 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 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 28 '24 Sale 1926.78 1,027 1,978,804 0 Mar 29 04:05 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 27 '24 Sale 1951.33 1,140 2,224,517 0 Mar 28 04:10 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 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 25 '24 Sale 1822.08 1,851 3,372,663 809 Mar 26 05:17 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 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 SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 22 04:18 PM Patten Jarrod M Director Mar 21 '24 Option Exercise 121.43 3,675 446,255 3,675 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 21 '24 Sale 1625.04 3,740 6,077,655 1,260 Mar 22 04:18 PM Patten Jarrod M Director Mar 21 '24 Sale 1632.55 3,675 5,999,638 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 20 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 21 04:37 PM Patten Jarrod M Director Mar 20 '24 Option Exercise 121.43 1,425 173,038 1,425 Mar 22 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 20 '24 Sale 1435.38 3,988 5,724,300 1,012 Mar 21 04:37 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 20 '24 Sale 1537.02 1,012 1,555,466 0 Mar 21 04:41 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 19 '24 Sale 1416.13 1,331 1,884,869 0 Mar 20 05:05 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 18 '24 Sale 1674.59 1,848 3,094,642 0 Mar 19 04:50 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 18 05:32 PM SAYLOR MICHAEL J Executive Chairman Mar 15 '24 Sale 1622.15 1,850 3,000,978 3,150 Mar 18 05:32 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 14 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 15 04:55 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1663.58 2,310 3,842,877 1,708 Mar 15 04:59 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1692.15 1,508 2,551,757 200 Mar 15 05:06 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1617.73 982 1,588,606 4,018 Mar 15 04:55 PM SAYLOR MICHAEL J Executive Chairman Mar 14 '24 Sale 1722.48 200 344,496 0 Mar 15 05:08 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 14 04:24 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Sale 1688.20 2,688 4,537,879 2,312 Mar 14 04:24 PM SAYLOR MICHAEL J Executive Chairman Mar 13 '24 Sale 1753.25 2,312 4,053,517 0 Mar 14 04:28 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 13 05:16 PM Patten Jarrod M Director Mar 12 '24 Option Exercise 121.43 2,575 312,682 2,575 Mar 13 04:39 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Sale 1511.80 3,307 4,999,520 1,693 Mar 13 05:16 PM Patten Jarrod M Director Mar 12 '24 Sale 1526.88 2,575 3,931,716 0 Mar 13 04:39 PM SAYLOR MICHAEL J Executive Chairman Mar 12 '24 Sale 1558.03 1,693 2,637,739 0 Mar 13 05:22 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 12 04:35 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Sale 1607.70 2,818 4,530,501 0 Mar 12 04:36 PM SAYLOR MICHAEL J Executive Chairman Mar 11 '24 Sale 1534.86 2,182 3,349,069 2,818 Mar 12 04:35 PM SAYLOR MICHAEL J Executive Chairman Mar 08 '24 Option Exercise 121.43 5,000 607,150 5,000 Mar 11 04:10 PM
Index NDX, S&P 500 P/E 32.13 EPS (ttm) 15.41 Insider Own 0.26% Shs Outstand 257.70M Perf Week 0.75%
Market Cap 127.80B Forward P/E 27.33 EPS next Y 18.12 Insider Trans -17.17% Shs Float 257.38M Perf Month 4.49%
Income 4.02B PEG 2.56 EPS next Q -11.70 Inst Own 92.57% Short Float 1.60% Perf Quarter 24.53%
Sales 10.17B P/S 12.56 EPS this Y 9.94% Inst Trans 1.21% Short Ratio 3.50 Perf Half Y 15.19%
Book/sh 71.80 P/B 6.90 EPS next Y 8.23% ROA 18.74% Short Interest 4.12M Perf Year 40.73%
Cash/sh 39.42 P/C 12.56 EPS next 5Y 12.53% ROE 24.38% 52W Range 340.20 - 503.99 Perf YTD 21.72%
Dividend Est. - P/FCF 34.38 EPS past 5Y 11.42% ROI 20.86% 52W High -1.73% Beta 0.39
Dividend TTM - Quick Ratio 3.29 Sales past 5Y 27.16% Gross Margin 86.85% 52W Low 45.58% ATR (14) 8.97
Dividend Ex-Date - Current Ratio 3.50 EPS Y/Y TTM 22.70% Oper. Margin 40.81% RSI (14) 65.62 Volatility 1.81% 1.81%
Employees 5400 Debt/Eq 0.04 Sales Y/Y TTM 12.74% Profit Margin 39.51% Recom 1.83 Target Price 490.75
Option/Short Yes / Yes LT Debt/Eq 0.04 EPS Q/Q 56.65% Payout 0.00% Rel Volume 0.66 Prev Close 492.26
Sales Surprise 4.24% EPS Surprise 16.87% Sales Q/Q 14.21% Earnings Aug 01 AMC Avg Volume 1.18M Price 495.26
SMA20 2.23% SMA50 5.06% SMA200 18.78% Trades
Volume 773,767 Change 0.61%
Date
Action
Analyst
Rating Change
Price Target Change
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
May-03-22 Upgrade Morgan Stanley
Underweight → Equal-Weight
$250
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(Pharmaceutical Technology)
Jul-23-24 01:54PM
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(Investor's Business Daily)
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(Investor's Business Daily)
May-23-24 07:10AM
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Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 Bozic Carmen EVP and CMO Jun 12 '24 Sale 478.00 2,280 1,089,840 32,379 Jun 13 04:11 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 31 '24 Sale 445.00 2,250 1,001,250 51,273 Jun 03 04:09 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 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 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 Sachdev Amit EVP Chief Patient & Ext Af Off May 15 '24 Sale 430.93 32 13,790 55,325 May 17 04:27 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 Arbuckle Stuart A EVP, COO Feb 26 '24 Sale 425.70 5,034 2,142,974 49,691 Feb 27 04:37 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 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 Ambrose Kristen SVP & Chief Accounting Officer Feb 26 '24 Sale 425.70 883 375,893 7,965 Feb 27 04:29 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 Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 26 '24 Sale 425.70 354 150,698 55,804 Feb 27 05:02 PM Arbuckle Stuart A EVP, COO Feb 21 '24 Sale 421.77 3,603 1,519,637 59,439 Feb 23 04:12 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 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 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 Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 21 '24 Sale 421.77 360 151,837 59,467 Feb 23 04:28 PM Arbuckle Stuart A EVP, COO Feb 20 '24 Sale 420.79 4,804 2,021,475 63,042 Feb 21 04:19 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 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 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 Tatsis Ourania EVP, Chief Reg. & Quality Off. Feb 20 '24 Sale 420.79 480 201,979 59,827 Feb 21 04:43 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 13 '24 Sale 419.13 737 308,899 26,907 Feb 14 04:04 PM Arbuckle Stuart A EVP, COO Feb 12 '24 Sale 420.24 4,295 1,804,931 75,718 Feb 13 04:51 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 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 Feb 12 '24 Sale 419.51 2,656 1,114,205 27,644 Feb 14 04:04 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 Ambrose Kristen SVP & Chief Accounting Officer Feb 12 '24 Sale 420.24 1,374 577,410 9,676 Feb 13 04:48 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 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 Arbuckle Stuart A EVP, COO Dec 13 '23 Option Exercise 187.53 8,603 1,613,321 65,159 Dec 15 04:20 PM LEIDEN JEFFREY M Executive Chairman Dec 13 '23 Sale 399.42 13,354 5,333,799 9,071 Dec 15 04:33 PM Arbuckle Stuart A EVP, COO Dec 13 '23 Sale 399.00 8,603 3,432,597 56,556 Dec 15 04:20 PM Kewalramani Reshma CEO & President Dec 13 '23 Sale 397.00 5,098 2,023,906 108,711 Dec 15 04:23 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 Bozic Carmen EVP and CMO Sep 05 '23 Sale 352.66 5,651 1,992,882 57,556 Sep 07 04:29 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Aug 23 '23 Sale 355.00 2,500 887,500 48,637 Aug 25 04:14 PM Kearney Terrence C Director Aug 10 '23 Option Exercise 127.54 10,000 1,275,400 16,536 Aug 14 04:09 PM Sachdev Amit EVP, Chief Patient Officer Aug 10 '23 Sale 350.00 10,031 3,510,850 58,814 Aug 14 04:05 PM Kearney Terrence C Director Aug 10 '23 Sale 350.00 10,000 3,500,000 6,536 Aug 14 04:09 PM Tatsis Ourania EVP, Chief Reg. & Quality Off. Aug 10 '23 Sale 345.79 5,750 1,988,293 51,137 Aug 14 04:08 PM Bhatia Sangeeta N. Director Aug 09 '23 Sale 345.51 242 83,613 4,386 Aug 11 04:05 PM ALTSHULER DAVID EVP, Global Research and CSO Aug 09 '23 Sale 345.51 63 21,767 32,038 Aug 11 04:05 PM
Index S&P 500 P/E 17.77 EPS (ttm) 483.92 Insider Own 4.43% Shs Outstand 3.09M Perf Week 2.04%
Market Cap 26.92B Forward P/E 16.29 EPS next Y 527.99 Insider Trans -10.31% Shs Float 2.99M Perf Month 12.34%
Income 1.64B PEG 3.63 EPS next Q 131.54 Inst Own 86.32% Short Float 1.44% Perf Quarter 11.33%
Sales 9.81B P/S 2.74 EPS this Y 7.74% Inst Trans -2.21% Short Ratio 2.14 Perf Half Y 22.53%
Book/sh 1337.72 P/B 6.43 EPS next Y 5.78% ROA 25.85% Short Interest 0.04M Perf Year 34.74%
Cash/sh 798.03 P/C 10.78 EPS next 5Y 4.90% ROE 39.54% 52W Range 5210.49 - 8695.00 Perf YTD 22.86%
Dividend Est. - P/FCF 20.74 EPS past 5Y 18.92% ROI 31.83% 52W High -1.09% Beta 1.15
Dividend TTM - Quick Ratio 2.00 Sales past 5Y 6.32% Gross Margin 24.81% 52W Low 65.06% ATR (14) 231.38
Dividend Ex-Date - Current Ratio 3.78 EPS Y/Y TTM 3.10% Oper. Margin 17.70% RSI (14) 68.15 Volatility 3.42% 2.60%
Employees 6300 Debt/Eq 0.25 Sales Y/Y TTM 0.30% Profit Margin 16.70% Recom 2.33 Target Price 9131.25
Option/Short No / Yes LT Debt/Eq 0.25 EPS Q/Q 3.56% Payout 0.00% Rel Volume 1.10 Prev Close 8471.88
Sales Surprise 1.72% EPS Surprise -0.43% Sales Q/Q 13.87% Earnings Jul 23 BMO Avg Volume 20.18K Price 8600.60
SMA20 7.78% SMA50 11.14% SMA200 19.61% Trades
Volume 22,269 Change 1.52%
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
$3467
Jan-11-19 Initiated Buckingham Research
Buy
Oct-18-18 Downgrade BofA/Merrill
Buy → Neutral
Show Previous Ratings
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10:10AM
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09:17AM
(Associated Press Finance)
09:00AM
Jan-23-24 10:00AM
05:49AM
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Dec-18-23 05:39AM
Dec-08-23 10:00AM
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09:07AM
(Associated Press Finance)
09:00AM
Oct-23-23 03:37PM
Oct-20-23 02:09PM
05:47AM
Oct-03-23 10:53AM
06:00AM
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11:37AM
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02:41AM
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11:41AM
08:20AM
Aug-15-23 04:39PM
09:49AM
(The Wall Street Journal)
08:19AM
(American City Business Journals)
Aug-14-23 06:02PM
05:29PM
05:29PM
05:21PM
Aug-10-23 03:34PM
NVR, Inc. engages in the construction and sale of single-family detached homes, townhomes, and condominium buildings. It operates through the following geographical segments: Mid Atlantic, North East, Mid East, and South East. The Mid Atlantic segment includes Maryland, Virginia, West Virginia, Delaware, and Washington, D.C. The North East segment focuses on New Jersey and Eastern Pennsylvania. The Mid East segment refers to New York, Ohio, Western Pennsylvania, Indiana, and Illinois. The South East segment consists of North Carolina, South Carolina, Tennessee, Florida, and Georgia. The company was founded in 1980 and is headquartered in Reston, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 ROSIER WILLIAM GRADY Director May 08 '24 Sale 7665.63 600 4,599,378 1,701 May 09 01:50 PM 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 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 Malzahn Daniel David Chief Financial Officer Feb 23 '24 Option Exercise 1094.22 500 547,110 14,359 Feb 26 04:26 PM SAVILLE PAUL C Executive Chairman Feb 23 '24 Option Exercise 1094.22 300 328,266 107,160 Feb 26 04:20 PM Bredow Eugene James Chief Executive Officer Feb 23 '24 Option Exercise 1094.22 200 218,844 2,928 Feb 26 04:30 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 23 '24 Option Exercise 1934.97 100 193,497 330 Feb 27 11:00 AM Malzahn Daniel David Chief Financial Officer Feb 23 '24 Sale 7575.00 500 3,787,500 13,859 Feb 26 04:26 PM SAVILLE PAUL C Executive Chairman Feb 23 '24 Sale 7576.83 300 2,273,049 106,860 Feb 26 04:20 PM Bredow Eugene James Chief Executive Officer Feb 23 '24 Sale 7600.00 200 1,520,000 2,728 Feb 26 04:30 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 23 '24 Sale 7615.00 100 761,500 230 Feb 27 11:00 AM SAVILLE PAUL C Executive Chairman Feb 22 '24 Option Exercise 1094.22 750 820,665 107,610 Feb 26 04:20 PM Malzahn Daniel David Chief Financial Officer Feb 22 '24 Option Exercise 1094.22 379 414,709 14,061 Feb 26 04:26 PM Bredow Eugene James Chief Executive Officer Feb 22 '24 Option Exercise 1094.22 300 328,266 3,028 Feb 26 04:30 PM SAVILLE PAUL C Executive Chairman Feb 22 '24 Sale 7492.42 750 5,619,315 106,860 Feb 26 04:20 PM Bredow Eugene James Chief Executive Officer Feb 22 '24 Sale 7475.00 300 2,242,500 2,728 Feb 26 04:30 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 21 '24 Option Exercise 1094.22 350 382,977 107,210 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 20 '24 Option Exercise 1094.22 500 547,110 107,360 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 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 SAVILLE PAUL C Executive Chairman Feb 12 '24 Option Exercise 1094.22 1,500 1,641,330 108,360 Feb 13 01:17 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 12 '24 Option Exercise 1934.97 150 290,246 380 Feb 14 01:28 PM SAVILLE PAUL C Executive Chairman Feb 12 '24 Sale 7510.05 1,500 11,265,075 106,860 Feb 13 01:17 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 09 '24 Option Exercise 1094.22 300 328,266 107,160 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 SAVILLE PAUL C Executive Chairman Feb 08 '24 Option Exercise 1094.22 1,000 1,094,220 107,860 Feb 09 12:55 PM Malzahn Daniel David Chief Financial Officer Feb 08 '24 Option Exercise 1094.22 900 984,798 14,161 Feb 12 10:57 AM SAVILLE PAUL C Executive Chairman Feb 08 '24 Sale 7438.50 1,000 7,438,500 106,860 Feb 09 12:55 PM 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 07 '24 Option Exercise 1094.22 500 547,110 107,360 Feb 09 12:55 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 07 '24 Option Exercise 1934.97 100 193,497 330 Feb 08 01:14 PM Malzahn Daniel David Chief Financial Officer Feb 07 '24 Option Exercise 1094.22 112 122,553 13,321 Feb 08 01:16 PM SAVILLE PAUL C Executive Chairman Feb 07 '24 Sale 7392.07 500 3,696,035 106,860 Feb 09 12:55 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 07 '24 Sale 7400.00 100 740,000 230 Feb 08 01:14 PM Malzahn Daniel David Chief Financial Officer Feb 07 '24 Sale 7430.00 60 445,800 13,261 Feb 08 01:16 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 ECKERT THOMAS D Director Feb 06 '24 Option Exercise 1094.22 1,292 1,413,732 2,392 Feb 07 01:51 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 Bredow Eugene James Chief Executive Officer Feb 06 '24 Option Exercise 1094.22 500 547,110 2,728 Feb 08 01:19 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 06 '24 Option Exercise 1934.97 200 386,994 430 Feb 08 01:14 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 ECKERT THOMAS D Director Feb 06 '24 Sale 7270.00 1,292 9,392,840 1,100 Feb 07 01:51 PM SAVILLE PAUL C Executive Chairman Feb 06 '24 Sale 7309.35 1,000 7,309,350 106,860 Feb 07 01:48 PM Kelpy Matthew B. VP, Chief Accounting Officer Feb 06 '24 Sale 7325.00 200 1,465,000 230 Feb 08 01:14 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 ECKERT THOMAS D Director Feb 05 '24 Option Exercise 1094.22 8 8,754 1,108 Feb 07 01:51 PM SAVILLE PAUL C Executive Chairman Feb 05 '24 Sale 7236.42 1,000 7,236,420 106,860 Feb 07 01:48 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 Nov 30 '23 Option Exercise 1094.22 1,700 1,860,174 108,560 Dec 01 05:01 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 Bredow Eugene James Chief Executive Officer Nov 30 '23 Option Exercise 1094.22 395 432,217 2,246 Dec 01 03:27 PM SAVILLE PAUL C Executive Chairman Nov 30 '23 Sale 6100.57 1,700 10,370,969 106,860 Dec 01 05:01 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 Ross Susan Williamson Director Nov 22 '23 Option Exercise 1700.00 125 212,500 530 Nov 27 03:42 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 Sale 6298.13 125 787,266 405 Nov 27 03:42 PM 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 SAVILLE PAUL C Executive Chairman Nov 21 '23 Option Exercise 1094.22 50 54,711 106,910 Nov 22 10:59 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 21 '23 Sale 6300.53 50 315,026 106,860 Nov 22 10:59 AM 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 20 '23 Sale 6288.17 3,000 18,864,510 106,860 Nov 22 10:59 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 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 Bredow Eugene James Chief Executive Officer Nov 17 '23 Option Exercise 1094.22 918 1,004,494 2,769 Nov 20 02:11 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 Sale 6296.26 1,000 6,296,260 11,853 Nov 20 02:18 PM Bredow Eugene James Chief Executive Officer Nov 17 '23 Sale 6300.10 918 5,783,492 1,851 Nov 20 02:11 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 Bredow Eugene James Chief Executive Officer Nov 16 '23 Option Exercise 1094.22 1,500 1,641,330 3,351 Nov 20 02:11 PM Malzahn Daniel David Chief Financial Officer Nov 16 '23 Option Exercise 1094.22 737 806,440 12,630 Nov 20 02:18 PM SAVILLE PAUL C Executive Chairman Nov 16 '23 Sale 6293.48 2,500 15,733,700 106,860 Nov 20 03:12 PM Bredow Eugene James Chief Executive Officer Nov 16 '23 Sale 6292.47 1,500 9,438,705 1,851 Nov 20 02:11 PM Malzahn Daniel David Chief Financial Officer Nov 16 '23 Sale 6301.93 737 4,644,522 11,893 Nov 20 02:18 PM Malzahn Daniel David Chief Financial Officer Nov 02 '23 Option Exercise 1094.22 2,000 2,188,440 13,450 Nov 06 11:22 AM Bredow Eugene James Chief Executive Officer Nov 02 '23 Option Exercise 1094.22 687 751,729 2,538 Nov 03 12:49 PM Malzahn Daniel David Chief Financial Officer Nov 02 '23 Sale 5663.57 1,557 8,818,178 11,893 Nov 06 11:22 AM Bredow Eugene James Chief Executive Officer Nov 02 '23 Sale 5711.73 687 3,923,959 1,851 Nov 03 12:49 PM Malzahn Daniel David Chief Financial Officer Nov 01 '23 Option Exercise 1094.22 2,000 2,188,440 12,573 Nov 02 01:27 PM Malzahn Daniel David Chief Financial Officer Nov 01 '23 Sale 5500.70 1,123 6,177,286 11,450 Nov 02 01:27 PM Malzahn Daniel David Chief Financial Officer Oct 31 '23 Option Exercise 1094.22 1,000 1,094,220 11,135 Nov 02 01:27 PM Malzahn Daniel David Chief Financial Officer Oct 31 '23 Sale 5461.12 562 3,069,149 10,573 Nov 02 01:27 PM Malzahn Daniel David Chief Financial Officer Oct 26 '23 Option Exercise 1094.22 634 693,735 10,491 Oct 30 12:03 PM Malzahn Daniel David Chief Financial Officer Oct 26 '23 Sale 5453.10 356 1,941,304 10,135 Oct 30 12:03 PM SAVILLE PAUL C Executive Chairman Aug 10 '23 Option Exercise 1094.22 300 328,266 107,160 Aug 14 12:00 PM
Index S&P 500 P/E 34.83 EPS (ttm) 12.58 Insider Own 10.81% Shs Outstand 927.00M Perf Week -1.24%
Market Cap 407.34B Forward P/E 26.43 EPS next Y 16.58 Insider Trans -5.25% Shs Float 829.11M Perf Month -3.14%
Income 11.85B PEG 1.82 EPS next Q 3.51 Inst Own 79.18% Short Float 0.53% Perf Quarter -5.18%
Sales 25.72B P/S 15.84 EPS this Y 16.53% Inst Trans -0.21% Short Ratio 1.70 Perf Half Y 0.32%
Book/sh 7.78 P/B 56.32 EPS next Y 16.02% ROA 29.05% Short Interest 4.41M Perf Year 8.89%
Cash/sh 8.24 P/C 53.20 EPS next 5Y 19.18% ROE 188.42% 52W Range 359.77 - 490.00 Perf YTD 2.74%
Dividend Est. 2.56 (0.58%) P/FCF 36.82 EPS past 5Y 16.16% ROI 56.99% 52W High -10.58% Beta 1.09
Dividend TTM 2.55 (0.58%) Quick Ratio 1.09 Sales past 5Y 11.54% Gross Margin 96.80% 52W Low 21.79% ATR (14) 7.85
Dividend Ex-Date Jul 09, 2024 Current Ratio 1.09 EPS Y/Y TTM 25.64% Oper. Margin 57.76% RSI (14) 45.44 Volatility 1.71% 1.63%
Employees 33400 Debt/Eq 2.16 Sales Y/Y TTM 12.75% Profit Margin 46.05% Recom 1.41 Target Price 511.13
Option/Short Yes / Yes LT Debt/Eq 1.87 EPS Q/Q 30.39% Payout 20.03% Rel Volume 0.79 Prev Close 429.60
Sales Surprise 0.15% EPS Surprise 1.98% Sales Q/Q 10.38% Earnings Jul 31 BMO Avg Volume 2.60M Price 438.18
SMA20 -0.95% SMA50 -2.05% SMA200 -0.28% Trades
Volume 2,039,547 Change 2.00%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jul-30-21 Reiterated UBS
Buy
$400 → $445
Jul-30-21 Reiterated Raymond James
Outperform
$428 → $453
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Jul-02-24 08:35AM
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Jul-01-24 04:08PM
09:52AM
08:47AM
08:05AM
(Retail Banker International)
05:41AM
04:09AM
02:00AM
Jun-30-24 06:57PM
10:30AM
Jun-29-24 10:41AM
Jun-28-24 06:43PM
11:50AM
07:15AM
01:56AM
01:55AM
Jun-27-24 08:45PM
08:30AM
07:45AM
05:41AM
Jun-26-24 08:26PM
04:43PM
11:14AM
(Associated Press Finance)
09:45AM
07:34AM
06:58AM
Jun-25-24 02:54PM
02:01PM
12:22PM
12:00PM
Mastercard, Inc. is a technology company, which engages in the provision of payment solutions for the development and implementation of credit, debit, prepaid, commercial, and payment programs through its brands including Mastercard, Maestro, and Cirrus. It also offers cyber and intelligence solutions. The company was founded in November 1966 and is headquartered in Purchase, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 Vosburg Craig Chief Services Officer Jun 20 '24 Option Exercise 112.31 9,028 1,013,935 67,968 Jun 21 01:57 PM 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 Sale 451.06 9,028 4,072,170 58,940 Jun 21 01:57 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 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 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 Mastercard Foundation 10% Owner Jun 12 '24 Sale 445.09 108,000 48,070,044 93,226,308 Jun 13 11:15 AM 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 Option Exercise 173.49 3,464 600,969 17,200 Jun 13 05:23 PM Mastercard Foundation 10% Owner Jun 11 '24 Sale 447.08 112,000 50,073,520 93,334,308 Jun 12 09:37 AM 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 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 Seshadri Raj Chief Commercial Pmts Officer Jun 05 '24 Option Exercise 227.25 3,457 785,603 17,193 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 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 Sale 445.08 3,457 1,538,656 13,736 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 Mastercard Foundation 10% Owner Jun 04 '24 Sale 443.10 111,000 49,184,333 93,903,308 Jun 05 11:41 AM Seshadri Raj Chief Commercial Pmts Officer Jun 04 '24 Sale 443.12 4,911 2,176,157 13,736 Jun 06 04:01 PM Mastercard Foundation 10% Owner Jun 03 '24 Sale 441.43 110,000 48,556,882 94,014,308 Jun 04 09:31 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 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 Mastercard Foundation 10% Owner May 29 '24 Sale 443.44 110,000 48,777,982 94,331,308 May 30 09:09 AM Seshadri Raj Chief Commercial Pmts Officer May 29 '24 Sale 442.61 3,457 1,530,103 15,183 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 Mastercard Foundation 10% Owner May 28 '24 Sale 444.04 107,000 47,511,852 94,441,308 May 29 10:45 AM Seshadri Raj Chief Commercial Pmts Officer May 28 '24 Sale 446.71 5,216 2,330,057 15,183 May 30 04:05 PM 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 Mastercard Foundation 10% Owner May 22 '24 Sale 458.71 107,000 49,081,949 94,756,308 May 23 09:52 AM 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 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 Mastercard Foundation 10% Owner May 16 '24 Sale 461.68 129,000 59,556,746 95,093,308 May 17 09:04 AM 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 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 Mastercard Foundation 10% Owner May 09 '24 Sale 455.04 142,000 64,616,021 95,788,308 May 10 11:39 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 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 Mastercard Foundation 10% Owner May 07 '24 Sale 451.08 149,000 67,211,650 96,081,308 May 08 11:04 AM Arkell Sandra A Controller May 07 '24 Sale 451.76 300 135,528 3,763 May 08 05:28 PM Mastercard Foundation 10% Owner May 06 '24 Sale 447.58 147,000 65,794,069 96,230,308 May 07 09:06 AM Murphy Timothy H Chief Administrative Officer May 06 '24 Sale 447.60 5,241 2,345,868 40,908 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 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 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 Miebach Michael President & CEO Mar 15 '24 Option Exercise 112.31 7,850 881,634 89,954 Mar 19 04:21 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 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 01 '24 Option Exercise 203.42 16,037 3,262,175 28,292 Mar 05 08:19 PM Miebach Michael President & CEO Mar 01 '24 Option Exercise 112.31 7,851 881,746 55,491 Mar 05 08:18 PM Madabhushi Venkata R Chief Marketing Officer Mar 01 '24 Sale 475.94 16,037 7,632,653 12,255 Mar 05 08:19 PM Miebach Michael President & CEO Mar 01 '24 Sale 475.92 7,851 3,736,439 47,640 Mar 05 08:18 PM Madabhushi Venkata R Chief Marketing Officer Feb 27 '24 Option Exercise 132.41 16,037 2,123,412 40,292 Feb 29 04:05 PM Madabhushi Venkata R Chief Marketing Officer Feb 27 '24 Sale 472.58 28,037 13,249,641 12,255 Feb 29 04:05 PM Miebach Michael President & CEO Feb 16 '24 Option Exercise 112.31 7,851 881,746 55,491 Feb 20 04:11 PM Miebach Michael President & CEO Feb 16 '24 Sale 470.12 7,851 3,690,908 47,640 Feb 20 04:11 PM Vosburg Craig Chief Product Officer Feb 01 '24 Option Exercise 112.31 13,542 1,520,902 60,033 Feb 02 04:16 PM McLaughlin Edward Grunde President & CTO, MA Tech Feb 01 '24 Option Exercise 112.31 10,000 1,123,100 33,614 Feb 02 04:14 PM Vosburg Craig Chief Product Officer Feb 01 '24 Sale 460.06 13,542 6,230,100 46,491 Feb 02 04:16 PM McLaughlin Edward Grunde President & CTO, MA Tech Feb 01 '24 Sale 458.46 10,000 4,584,597 23,614 Feb 02 04:14 PM Bhalla Ajay President Cyber & Intelligence Jan 22 '24 Option Exercise 90.13 98 8,833 6,333 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 22 '24 Sale 439.52 98 43,073 6,235 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 19 '24 Option Exercise 90.13 4,000 360,520 10,235 Jan 23 05:51 PM Bhalla Ajay President Cyber & Intelligence Jan 19 '24 Sale 435.00 4,000 1,740,000 6,235 Jan 23 05:51 PM Vosburg Craig Chief Product Officer Jan 12 '24 Option Exercise 112.31 4,642 521,343 51,133 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 12 '24 Sale 430.00 4,642 1,996,060 46,491 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 11 '24 Option Exercise 112.31 8,900 999,559 55,391 Jan 16 04:18 PM Vosburg Craig Chief Product Officer Jan 11 '24 Sale 430.26 8,900 3,829,280 46,491 Jan 16 04:18 PM McLaughlin Edward Grunde President & CTO, MA Tech Jan 02 '24 Option Exercise 112.31 10,000 1,123,100 33,614 Jan 04 04:08 PM McLaughlin Edward Grunde President & CTO, MA Tech Jan 02 '24 Sale 421.43 10,000 4,214,324 23,614 Jan 04 04:08 PM Bhalla Ajay President Cyber & Intelligence Dec 14 '23 Option Exercise 90.13 97 8,743 6,332 Dec 15 06:01 PM
Index - P/E - EPS (ttm) -0.75 Insider Own 16.62% Shs Outstand 60.47M Perf Week 0.07%
Market Cap 2.81B Forward P/E - EPS next Y -1.97 Insider Trans -3.55% Shs Float 52.43M Perf Month 11.40%
Income -40.68M PEG - EPS next Q -0.28 Inst Own 94.50% Short Float 15.09% Perf Quarter 5.96%
Sales 0.00M P/S - EPS this Y -70.20% Inst Trans 0.54% Short Ratio 22.58 Perf Half Y -21.05%
Book/sh 8.63 P/B 5.19 EPS next Y -58.57% ROA -12.89% Short Interest 7.91M Perf Year -24.14%
Cash/sh 8.70 P/C 5.15 EPS next 5Y - ROE -13.92% 52W Range 35.11 - 64.98 Perf YTD -25.87%
Dividend Est. - P/FCF - EPS past 5Y - ROI -7.46% 52W High -31.10% Beta 1.25
Dividend TTM - Quick Ratio 62.13 Sales past 5Y 0.00% Gross Margin - 52W Low 27.51% ATR (14) 2.34
Dividend Ex-Date - Current Ratio 62.13 EPS Y/Y TTM 34.97% Oper. Margin 0.00% RSI (14) 51.86 Volatility 3.89% 6.00%
Employees 50 Debt/Eq 0.01 Sales Y/Y TTM - Profit Margin - Recom 1.29 Target Price 74.23
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 5.29% Payout - Rel Volume 0.24 Prev Close 44.91
Sales Surprise - EPS Surprise -13.99% Sales Q/Q - Earnings May 07 BMO Avg Volume 350.44K Price 44.77
SMA20 0.09% SMA50 5.67% SMA200 -8.04% Trades
Volume 84,491 Change -0.31%
Date
Action
Analyst
Rating Change
Price Target Change
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
$28
Jul-07-22 Initiated Cowen
Outperform
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Apr-10-24 07:00AM
Mar-11-24 04:25PM
(Investor's Business Daily)
Mar-10-24 12:00PM
Mar-04-24 08:00AM
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Nov-06-23 04:03PM
(Investor's Business Daily) -29.11%
+15.98%
09:46AM
(Investor's Business Daily)
Nov-05-23 11:00AM
Oct-26-23 10:33AM
Oct-20-23 01:22PM
Oct-16-23 04:30PM
(Benzinga) +10.72%
-5.20%
04:04PM
(Investor's Business Daily)
10:41AM
(Investor's Business Daily)
Oct-15-23 09:03AM
Oct-11-23 10:15AM
Oct-04-23 07:01AM
09:24PM
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Sep-18-23 05:09PM
(Investor's Business Daily)
Sep-13-23 09:45AM
Sep-12-23 04:07PM
(Investor's Business Daily) +9.88%
11:40AM
Sep-06-23 07:00AM
Sep-01-23 02:00PM
11:30AM
Aug-31-23 09:53AM
08:30AM
Aug-16-23 03:12PM
Aug-15-23 07:00AM
(The Wall Street Journal)
Aug-10-23 07:00AM
Jul-25-23 08:00AM
Jul-14-23 03:38PM
Jul-03-23 09:45AM
Jun-29-23 02:41PM
Jun-28-23 05:00AM
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Jun-26-23 04:07PM
(Investor's Business Daily) +77.55%
04:01PM
02:36PM
09:01AM
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Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Santos da Silva Jorge Chief Executive Officer Feb 29 '24 Sale 55.89 4,740 264,919 2,982,814 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 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 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 27 '24 Sale 55.00 62,810 3,454,550 3,043,619 Feb 29 07:56 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 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 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 20 '24 Sale 57.44 20,000 1,148,800 3,107,554 Feb 20 06:36 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 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 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 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 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 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 Bodenstedt Matthias Chief Financial Officer Dec 20 '23 Sale 58.34 5,264 307,102 520,903 Dec 21 04:01 PM Bodenstedt Matthias Chief Financial Officer Dec 19 '23 Sale 59.22 94,736 5,610,266 526,167 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 04 '23 Buy 57.32 67,814 3,887,017 8,435,312 Oct 04 05:52 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
Index RUT P/E 436.41 EPS (ttm) 0.16 Insider Own 0.35% Shs Outstand 70.35M Perf Week 5.81%
Market Cap 4.79B Forward P/E 28.08 EPS next Y 2.42 Insider Trans -75.47% Shs Float 70.11M Perf Month 27.71%
Income 13.34M PEG - EPS next Q 0.24 Inst Own 105.01% Short Float 7.51% Perf Quarter 35.46%
Sales 969.13M P/S 4.94 EPS this Y 628.74% Inst Trans 0.91% Short Ratio 9.22 Perf Half Y 22.34%
Book/sh 5.08 P/B 13.40 EPS next Y 129.26% ROA 1.29% Short Interest 5.27M Perf Year 30.90%
Cash/sh 2.15 P/C 31.67 EPS next 5Y -4.70% ROE 3.57% 52W Range 38.58 - 68.50 Perf YTD 21.29%
Dividend Est. 2.45 (3.60%) P/FCF 24.35 EPS past 5Y - ROI 2.40% 52W High -0.61% Beta 1.32
Dividend TTM 2.40 (3.53%) Quick Ratio - Sales past 5Y 5.32% Gross Margin - 52W Low 76.46% ATR (14) 1.99
Dividend Ex-Date Aug 05, 2024 Current Ratio - EPS Y/Y TTM -68.60% Oper. Margin -0.36% RSI (14) 72.82 Volatility 3.95% 3.06%
Employees 1161 Debt/Eq 0.59 Sales Y/Y TTM 19.89% Profit Margin 1.38% Recom 3.75 Target Price 57.33
Option/Short Yes / Yes LT Debt/Eq 0.55 EPS Q/Q 199.31% Payout - Rel Volume 1.24 Prev Close 66.82
Sales Surprise 16.10% EPS Surprise 70.94% Sales Q/Q 47.10% Earnings Jul 24 AMC Avg Volume 571.52K Price 68.08
SMA20 11.35% SMA50 18.62% SMA200 28.61% Trades
Volume 708,724 Change 1.89%
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
$38
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11:36AM
09:42AM
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Apr-25-24 07:03AM
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07:00AM
04:58AM
03:24AM
05:38PM
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Apr-24-24 05:38PM
04:57PM
(Associated Press Finance)
04:15PM
Apr-17-24 10:01AM
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Apr-04-24 09:19AM
Apr-03-24 04:15PM
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Feb-21-24 11:52PM
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Feb-18-24 05:32AM
Feb-08-24 09:10AM
09:00AM
Feb-07-24 06:50PM
05:58PM
(Associated Press Finance)
04:41PM
04:15PM
Jan-31-24 10:00AM
Jan-25-24 09:36PM
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Jan-17-24 04:15PM
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Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 10 '24 Sale 54.11 37,102 2,007,589 5,339 May 10 07:04 PM MOELIS KENNETH Chairman, CEO May 09 '24 Sale 53.98 40,000 2,159,200 42,441 May 10 07:04 PM MAHMOODZADEGAN NAVID Co-President, MD Mar 01 '24 Sale 53.88 19,483 1,049,744 44,980 Mar 01 05:58 PM MOELIS KENNETH Chairman, CEO Mar 01 '24 Sale 54.08 4,000 216,320 82,441 Mar 01 05:59 PM MOELIS KENNETH Chairman, CEO Feb 29 '24 Sale 54.11 75,000 4,058,250 86,441 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 RAICH JEFFREY Co-President, MD Feb 29 '24 Sale 54.23 44,710 2,424,623 0 Mar 01 05:54 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 23 '24 Sale 54.62 45,093 2,462,980 44,710 Feb 23 08:03 PM WATANABE OSAMU R. General Counsel, Secretary Feb 23 '24 Sale 54.38 5,869 319,156 131 Feb 23 07:35 PM MOELIS KENNETH Chairman, CEO Feb 23 '24 Sale 55.00 400 22,000 161,441 Feb 23 07:52 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 22 '24 Sale 54.92 10,402 571,278 115,235 Feb 23 08:06 PM MOELIS KENNETH Chairman, CEO Feb 21 '24 Sale 52.60 128,277 6,747,370 161,810 Feb 23 07:52 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 52.60 85,900 4,518,340 125,637 Feb 23 08:06 PM RAICH JEFFREY Co-President, MD Feb 21 '24 Sale 52.60 39,781 2,092,481 89,803 Feb 23 08:03 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 54.68 20,311 1,110,605 33,906 Feb 21 06:24 PM Cantor Eric Vice Chairman, MD Feb 21 '24 Sale 52.60 17,857 939,278 195,863 Feb 23 07:50 PM SIMON JOSEPH Chief Financial Officer Feb 21 '24 Sale 52.60 8,149 428,637 8,573 Feb 23 08:04 PM WATANABE OSAMU R. General Counsel, Secretary Feb 21 '24 Sale 52.60 7,685 404,231 6,000 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 Callesano Christopher Principal Accounting Officer Feb 21 '24 Sale 52.60 1,144 60,174 885 Feb 23 07:59 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 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 13 '23 Sale 41.66 19,675 819,660 5,308 Nov 13 07:54 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 Shropshire Kenneth Director Aug 10 '23 Sale 48.09 1,417 68,144 7,157 Aug 14 07:50 PM CRAIN ELIZABETH Chief Operating Officer Aug 02 '23 Sale 48.06 5,588 268,559 0 Aug 02 08:10 PM CRAIN ELIZABETH Chief Operating Officer Jul 31 '23 Sale 48.10 5,588 268,783 5,588 Aug 02 08:10 PM
Index RUT P/E - EPS (ttm) -28.42 Insider Own 51.11% Shs Outstand 12.73M Perf Week -4.06%
Market Cap 58.09M Forward P/E - EPS next Y -1.93 Insider Trans -6.32% Shs Float 7.07M Perf Month -18.46%
Income -360.59M PEG - EPS next Q -1.72 Inst Own 36.76% Short Float 12.05% Perf Quarter -41.57%
Sales 1.07B P/S 0.05 EPS this Y 63.25% Inst Trans 190.20% Short Ratio 7.51 Perf Half Y -51.80%
Book/sh 1.20 P/B 3.35 EPS next Y 78.51% ROA -34.91% Short Interest 0.85M Perf Year -72.51%
Cash/sh 21.55 P/C 0.19 EPS next 5Y -2.96% ROE -175.22% 52W Range 3.82 - 15.40 Perf YTD -50.98%
Dividend Est. - P/FCF - EPS past 5Y - ROI -1019.38% 52W High -73.90% Beta 0.63
Dividend TTM - Quick Ratio 0.64 Sales past 5Y 36.17% Gross Margin 23.70% 52W Low 5.24% ATR (14) 0.35
Dividend Ex-Date - Current Ratio 0.64 EPS Y/Y TTM -94.44% Oper. Margin -7.64% RSI (14) 40.94 Volatility 7.07% 7.64%
Employees 6400 Debt/Eq 1.67 Sales Y/Y TTM -10.60% Profit Margin -33.68% Recom 2.75 Target Price 7.25
Option/Short No / Yes LT Debt/Eq 1.03 EPS Q/Q -216.85% Payout - Rel Volume 0.49 Prev Close 3.96
Sales Surprise 4.29% EPS Surprise -150.31% Sales Q/Q -18.45% Earnings May 09 AMC Avg Volume 113.39K Price 4.02
SMA20 -8.86% SMA50 -9.48% SMA200 -42.04% Trades
Volume 56,034 Change 1.52%
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
$12
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Vacasa, Inc. engages in the provision of a vertically integrated vacation rental management platform. The firm is also involved in supplying the short-term rental market and in a growing homeowner base. The company was founded on July 1, 2021 and is headquartered in Portland, OR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mossytree Inc. 10% Owner Feb 16 '24 Sale 9.19 12,500 114,935 287,505 Feb 20 10:41 AM 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 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 Option Exercise 0.00 550,000 0 736,512 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 09 '24 Sale 9.01 7,400 66,638 199,012 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 07 '24 Sale 9.05 7,400 66,984 213,812 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 Feb 05 '24 Sale 8.97 7,400 66,400 228,612 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 05 '24 Sale 7.87 1,993 15,685 76,013 Jan 08 06:31 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 03 '24 Sale 7.89 10,000 78,900 83,006 Jan 03 05:39 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 Dec 29 '23 Sale 8.05 5,000 40,250 103,006 Jan 03 05:39 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 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 22 '23 Sale 7.94 5,000 39,700 23,006 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 20 '23 Sale 7.84 5,000 39,200 33,006 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 Dec 08 '23 Sale 6.92 1,662 11,501 133,736 Dec 12 07:30 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 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 Dec 04 '23 Sale 8.10 5,000 40,500 58,006 Dec 06 04:42 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 Mossytree Inc. 10% Owner Nov 22 '23 Option Exercise 0.00 50,000 0 73,006 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 16 '23 Sale 7.89 5,000 39,450 23,417 Nov 17 11:02 AM 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 09 '23 Sale 8.07 5,000 40,350 33,417 Nov 13 04:01 PM Mossytree Inc. 10% Owner Nov 08 '23 Sale 8.95 5,000 44,750 38,417 Nov 13 04:01 PM Greyber Robert Winston Chief Executive Officer Sep 26 '23 Sale 9.33 6,363 59,367 135,398 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 Greyber Robert Winston Chief Executive Officer Aug 22 '23 Sale 0.58 18,092 10,493 2,849,615 Aug 24 04:06 PM Larsen Tad K Chief Accounting Officer Aug 22 '23 Sale 0.58 5,128 2,974 336,791 Aug 24 04:05 PM Mossytree Inc. 10% Owner Aug 18 '23 Sale 0.60 100,000 60,000 868,338 Aug 21 06:00 PM Mossytree Inc. 10% Owner Aug 17 '23 Option Exercise 0.00 1,000,000 0 1,068,338 Aug 21 06:00 PM Mossytree Inc. 10% Owner Aug 17 '23 Sale 0.60 100,000 60,000 968,938 Aug 21 06:00 PM Mossytree Inc. 10% Owner Aug 16 '23 Sale 0.59 100,000 59,000 68,338 Aug 17 08:15 PM Mossytree Inc. 10% Owner Aug 15 '23 Sale 0.60 100,000 60,000 168,338 Aug 17 08:15 PM Mossytree Inc. 10% Owner Aug 14 '23 Sale 0.62 100,000 62,000 268,338 Aug 15 07:06 PM Mossytree Inc. 10% Owner Aug 11 '23 Sale 0.66 100,000 66,000 368,938 Aug 15 07:06 PM Mossytree Inc. 10% Owner Aug 10 '23 Sale 0.68 100,600 68,408 468,338 Aug 11 11:14 AM Mossytree Inc. 10% Owner Aug 09 '23 Sale 0.68 200,000 136,000 568,938 Aug 11 11:14 AM Mossytree Inc. 10% Owner Aug 08 '23 Sale 0.69 100,000 69,000 768,938 Aug 09 02:46 PM Mossytree Inc. 10% Owner Aug 07 '23 Sale 0.69 10,000 6,900 868,938 Aug 09 02:46 PM Mossytree Inc. 10% Owner Aug 04 '23 Sale 0.70 100,000 70,000 878,938 Aug 07 10:45 AM Mossytree Inc. 10% Owner Aug 03 '23 Sale 0.70 100,000 70,000 978,938 Aug 07 10:45 AM Mossytree Inc. 10% Owner Aug 02 '23 Sale 0.72 50,000 36,000 1,078,938 Aug 02 04:45 PM Mossytree Inc. 10% Owner Aug 01 '23 Sale 0.72 50,000 36,000 1,128,938 Aug 02 04:45 PM Mossytree Inc. 10% Owner Jul 31 '23 Sale 0.74 50,000 37,000 1,178,938 Aug 02 04:45 PM Mossytree Inc. 10% Owner Jul 27 '23 Sale 0.70 100,000 70,000 1,278,938 Jul 28 05:03 PM
Index RUT P/E 15.23 EPS (ttm) 0.96 Insider Own 3.97% Shs Outstand 146.86M Perf Week 8.74%
Market Cap 2.13B Forward P/E 12.67 EPS next Y 1.15 Insider Trans -7.72% Shs Float 140.18M Perf Month 14.11%
Income 140.49M PEG - EPS next Q 0.27 Inst Own 102.83% Short Float 17.57% Perf Quarter 0.55%
Sales 1.07B P/S 1.99 EPS this Y 9.20% Inst Trans 0.37% Short Ratio 12.46 Perf Half Y 3.48%
Book/sh 3.67 P/B 3.97 EPS next Y 11.96% ROA 10.84% Short Interest 24.63M Perf Year 24.13%
Cash/sh 1.22 P/C 11.91 EPS next 5Y - ROE 29.92% 52W Range 9.16 - 15.86 Perf YTD 11.57%
Dividend Est. - P/FCF 12.09 EPS past 5Y - ROI 11.82% 52W High -8.20% Beta 0.89
Dividend TTM - Quick Ratio 2.63 Sales past 5Y 10.13% Gross Margin 40.17% 52W Low 58.87% ATR (14) 0.39
Dividend Ex-Date - Current Ratio 2.95 EPS Y/Y TTM 23.21% Oper. Margin 23.50% RSI (14) 72.01 Volatility 2.92% 2.57%
Employees 1864 Debt/Eq 1.24 Sales Y/Y TTM 2.59% Profit Margin 13.14% Recom 1.29 Target Price 17.79
Option/Short Yes / Yes LT Debt/Eq 1.22 EPS Q/Q 17.90% Payout 0.00% Rel Volume 0.98 Prev Close 13.91
Sales Surprise 0.63% EPS Surprise 8.25% Sales Q/Q 1.03% Earnings Aug 07 BMO Avg Volume 1.98M Price 14.56
SMA20 11.98% SMA50 8.97% SMA200 11.20% Trades
Volume 1,946,530 Change 4.67%
Date
Action
Analyst
Rating Change
Price Target Change
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
$18
Jul-23-24 06:55AM
Jul-17-24 11:21AM
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Janus International Group, Inc. engages in the manufacture, supply, and provision of turn-key self-storage, commercial, and industrial building solutions. It operates through the Janus North America and Janus International segments. The Janus North America segment manufactures and installs steel roll-up doors and steel structures throughout the United States and the world. The Janus International segment produces and provides similar products and services with the exception of building components as Janus North America but focused on the self-storage industry in Europe. The company was founded by David Curtis in 2002 and is headquartered in Temple, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Frayser Peter Chief Commercial Officer Jun 12 '24 Sale 13.53 20,000 270,506 232,805 Jun 12 04:44 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 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 Feb 15 '24 Sale 15.26 100,000 1,526,000 564,510 Feb 16 05:26 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 Jan 18 '24 Sale 13.50 77,774 1,050,143 664,510 Jan 18 06:13 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 Hodges Morgan Executive Vice President Jan 17 '24 Sale 13.85 39,395 545,751 278,865 Jan 17 06:54 PM Nettie Norman V Vice President, Manufacturing Jan 17 '24 Sale 13.78 34,729 478,670 375,786 Jan 17 06:59 PM Hodges Morgan Executive Vice President Jan 16 '24 Sale 13.99 110,605 1,547,757 298,685 Jan 17 06:54 PM Nettie Norman V Vice President, Manufacturing Jan 16 '24 Sale 13.99 55,271 773,435 410,515 Jan 17 06:59 PM Jackson Ramey Pierce Chief Executive Officer Jan 16 '24 Sale 13.99 55,191 772,293 834,319 Jan 17 06:56 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 15 '23 Sale 11.85 26,548 314,639 0 Dec 18 04:21 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. 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 31.08 EPS (ttm) 7.71 Insider Own 0.82% Shs Outstand 181.50M Perf Week 6.72%
Market Cap 43.69B Forward P/E 19.22 EPS next Y 12.47 Insider Trans -4.40% Shs Float 180.81M Perf Month 13.49%
Income 1.42B PEG 2.92 EPS next Q 2.81 Inst Own 90.51% Short Float 1.48% Perf Quarter 2.43%
Sales 15.16B P/S 2.88 EPS this Y 9.72% Inst Trans 0.41% Short Ratio 2.15 Perf Half Y 11.22%
Book/sh 36.83 P/B 6.51 EPS next Y 11.40% ROA 5.43% Short Interest 2.67M Perf Year 3.32%
Cash/sh 9.20 P/C 26.04 EPS next 5Y 10.63% ROE 22.84% 52W Range 167.42 - 261.73 Perf YTD 3.58%
Dividend Est. - P/FCF 23.91 EPS past 5Y 42.42% ROI 7.49% 52W High -8.43% Beta 1.48
Dividend TTM - Quick Ratio 0.85 Sales past 5Y 7.76% Gross Margin 27.57% 52W Low 43.15% ATR (14) 6.47
Dividend Ex-Date - Current Ratio 0.85 EPS Y/Y TTM 32.25% Oper. Margin 13.88% RSI (14) 62.96 Volatility 3.39% 2.54%
Employees 87000 Debt/Eq 2.00 Sales Y/Y TTM 3.45% Profit Margin 9.39% Recom 1.65 Target Price 273.71
Option/Short Yes / Yes LT Debt/Eq 1.83 EPS Q/Q 23.81% Payout 0.00% Rel Volume 0.96 Prev Close 232.29
Sales Surprise 0.65% EPS Surprise 2.94% Sales Q/Q 2.53% Earnings Jul 22 BMO Avg Volume 1.24M Price 239.67
SMA20 8.29% SMA50 8.41% SMA200 7.69% Trades
Volume 1,195,031 Change 3.18%
Date
Action
Analyst
Rating Change
Price Target Change
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
Jul-07-20 Initiated Stephens
Equal-Weight
$150
Show Previous Ratings
Jul-25-24 06:18PM
Jul-24-24 03:26AM
Jul-23-24 09:40AM
01:49AM
(Thomson Reuters StreetEvents)
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06:30PM
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04:28PM
(Investor's Business Daily)
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(Pharmaceutical Technology)
Jun-13-24 12:23PM
04:32AM
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Jun-03-24 06:28PM
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10:39AM
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(Thomson Reuters StreetEvents)
Feb-14-24 06:29PM
(Morningstar Research) +13.10%
01:00PM
09:30AM
08:10AM
07:36AM
07:33AM
07:16AM
(Associated Press Finance)
07:00AM
Feb-09-24 09:26AM
09:15AM
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Jan-02-24 08:15AM
IQVIA Holdings, Inc. engages in the provision of analytics, technology solutions, and clinical research services to the life sciences industry. It operates through the following segments: Technology and Analytics Solutions, Research and Development Solutions, and Contract Sales and Medical Solutions. The Technology and Analytics Solutions segment supplies mission critical information, technology solutions, and real-world solutions and services to the firm's life science clients. The Research and Development Solutions segment provides outsourced clinical research and clinical trial related services. The Contract Sales and Medical Solutions segment offers health care provider and patient engagement services to both biopharmaceutical customers and the healthcare market. The company was founded by Dennis B. Gillings and Gary Koch in 1982 and is headquartered in Durham, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 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 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 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 57.31 EPS (ttm) 0.40 Insider Own 42.55% Shs Outstand 100.99M Perf Week -5.03%
Market Cap 2.70B Forward P/E 22.73 EPS next Y 1.01 Insider Trans -17.98% Shs Float 67.21M Perf Month -3.35%
Income 40.92M PEG - EPS next Q 0.18 Inst Own 26.31% Short Float 4.40% Perf Quarter -7.24%
Sales 878.33M P/S 3.07 EPS this Y 294.31% Inst Trans -0.89% Short Ratio 7.26 Perf Half Y -12.36%
Book/sh -2.81 P/B - EPS next Y 28.58% ROA 2.96% Short Interest 2.96M Perf Year 16.65%
Cash/sh 0.00 P/C 269661.94 EPS next 5Y -1.00% ROE 35.90% 52W Range 19.60 - 28.47 Perf YTD 0.96%
Dividend Est. 2.10 (9.11% ) P/FCF - EPS past 5Y - ROI 1.56% 52W High -19.04% Beta 1.25
Dividend TTM 2.10 (9.11% ) Quick Ratio 0.69 Sales past 5Y 8.27% Gross Margin 38.18% 52W Low 17.60% ATR (14) 0.45
Dividend Ex-Date Jul 22, 2024 Current Ratio 1.43 EPS Y/Y TTM 472.01% Oper. Margin 29.48% RSI (14) 35.90 Volatility 1.92% 1.63%
Employees 822 Debt/Eq 17.46 Sales Y/Y TTM 18.96% Profit Margin 4.66% Recom 3.20 Target Price 26.00
Option/Short Yes / Yes LT Debt/Eq 17.46 EPS Q/Q 1558.27% Payout 1031.43% Rel Volume 0.66 Prev Close 22.92
Sales Surprise 0.40% EPS Surprise 44.16% Sales Q/Q 16.31% Earnings Aug 06 BMO Avg Volume 407.29K Price 23.05
SMA20 -3.27% SMA50 -3.74% SMA200 -7.36% Trades
Volume 267,253 Change 0.57%
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 → $18
Show Previous Ratings
Jul-19-24 09:45AM
Jul-16-24 09:10AM
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09:45AM
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09:45AM
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01:14AM
(Thomson Reuters StreetEvents)
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09:06AM
07:03AM
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06:55AM
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06:55AM
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Feb-22-24 06:55AM
Feb-21-24 04:38PM
Feb-14-24 08:32AM
08:14AM
02:51AM
01:26AM
(Thomson Reuters StreetEvents)
Feb-13-24 04:35PM
10:00AM
07:15AM
07:11AM
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USA Compression Partners LP engages in the provision of compression services in terms of total compression fleet horsepower. Its services include processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Eric Dee Long in1998 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
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 11 '24 Sale 24.03 252 6,056 5,530,698 Jun 11 06:54 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 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 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 31 '24 Sale 24.28 6,591 160,000 5,550,058 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 28 '24 Sale 24.01 8,184 196,485 5,563,571 May 28 09:10 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 23 '24 Sale 24.16 29,713 717,952 5,585,634 May 23 06:24 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 21 '24 Sale 24.52 4,091 100,302 5,680,779 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 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 16 '24 Sale 24.46 14,668 358,800 5,758,843 May 16 06:27 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 14 '24 Sale 24.26 17,300 419,676 5,792,899 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 10 '24 Sale 24.50 10,809 264,860 5,816,871 May 14 05:56 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 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 07 '24 Sale 24.87 24,565 610,959 5,857,963 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 28 '24 Sale 24.66 5,320 131,191 307,026 Feb 29 05:25 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 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 27 '23 Sale 24.16 10,204 246,494 793,628 Dec 27 05:27 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 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 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 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 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 30 '23 Sale 24.11 7,159 172,629 2,270,838 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 13 '23 Sale 25.99 4,074 105,883 19,019 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 09 '23 Sale 26.03 7,416 193,038 28,572 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 40.30 EPS (ttm) 4.21 Insider Own 0.41% Shs Outstand 1.09B Perf Week 6.71%
Market Cap 184.13B Forward P/E 33.24 EPS next Y 5.11 Insider Trans -2.02% Shs Float 1.08B Perf Month 5.71%
Income 4.64B PEG 1.38 EPS next Q 1.11 Inst Own 78.66% Short Float 1.03% Perf Quarter 5.30%
Sales 61.92B P/S 2.97 EPS this Y 82.03% Inst Trans -3.25% Short Ratio 1.88 Perf Half Y 63.87%
Book/sh 17.15 P/B 9.90 EPS next Y 25.24% ROA 3.22% Short Interest 11.11M Perf Year 85.60%
Cash/sh 14.24 P/C 11.92 EPS next 5Y 29.12% ROE 18.50% 52W Range 84.16 - 177.20 Perf YTD 66.83%
Dividend Est. 0.90 (0.53%) P/FCF 33.86 EPS past 5Y - ROI 12.39% 52W High -4.17% Beta 1.22
Dividend TTM 0.72 (0.42%) Quick Ratio 0.85 Sales past 5Y -6.11% Gross Margin 28.45% 52W Low 101.76% ATR (14) 5.40
Dividend Ex-Date Jul 11, 2024 Current Ratio 1.14 EPS Y/Y TTM -48.45% Oper. Margin 9.33% RSI (14) 58.32 Volatility 4.82% 2.88%
Employees 125000 Debt/Eq 1.12 Sales Y/Y TTM -14.08% Profit Margin 7.49% Recom 1.37 Target Price 189.43
Option/Short Yes / Yes LT Debt/Eq 1.01 EPS Q/Q 4707.66% Payout 3.83% Rel Volume 1.23 Prev Close 164.67
Sales Surprise -2.60% EPS Surprise 21.75% Sales Q/Q -45.53% Earnings Jul 23 BMO Avg Volume 5.91M Price 169.81
SMA20 4.97% SMA50 4.86% SMA200 32.90% Trades
Volume 7,287,938 Change 3.12%
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 → $100
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GE Aerospace is an American aircraft company, which provides jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. Its portfolio of brands includes Avio Aero, Unison, GE Additive and Dowty Propellers. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Cincinnati, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Stokes Russell Senior Vice President 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 Holston Michael J Senior Vice President Mar 01 '24 Option Exercise 0.00 21,123 0 89,221 Mar 05 05:25 PM Stokes Russell Senior Vice President Mar 01 '24 Option Exercise 0.00 9,306 0 109,816 Mar 05 05:27 PM Strazik Scott Senior Vice President Mar 01 '24 Option Exercise 0.00 11,465 0 115,175 Mar 05 05:28 PM Cox L Kevin Senior Vice President Mar 01 '24 Option Exercise 0.00 20,519 0 74,853 Mar 05 05:22 PM Timko Thomas S Vice President Mar 01 '24 Option Exercise 0.00 6,770 0 34,838 Mar 05 05:29 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 Timko Thomas S Vice President Sep 03 '23 Option Exercise 0.00 7,234 0 28,187 Sep 06 04:23 PM Stokes Russell Senior Vice President Sep 03 '23 Option Exercise 0.00 59,043 0 110,344 Sep 06 04:21 PM Cox L Kevin Senior Vice President Sep 03 '23 Option Exercise 0.00 48,226 0 57,102 Sep 06 04:17 PM Holston Michael J Senior Vice President Sep 03 '23 Option Exercise 0.00 36,169 0 94,092 Sep 06 04:19 PM Strazik Scott Senior Vice President Sep 03 '23 Option Exercise 0.00 59,043 0 115,092 Sep 06 04:22 PM Holston Michael J Senior Vice President Jul 27 '23 Option Exercise 92.20 100,000 9,220,000 170,537 Jul 31 04:11 PM Holston Michael J Senior Vice President Jul 27 '23 Sale 115.20 112,614 12,973,133 57,923 Jul 31 04:11 PM
Index - P/E 13.94 EPS (ttm) 1.10 Insider Own 25.44% Shs Outstand 540.79M Perf Week -4.85%
Market Cap 8.92B Forward P/E 8.38 EPS next Y 1.83 Insider Trans -31.94% Shs Float 434.25M Perf Month -1.48%
Income 522.08M PEG 0.97 EPS next Q 0.37 Inst Own 83.72% Short Float 7.44% Perf Quarter -10.89%
Sales 3.75B P/S 2.38 EPS this Y 26.08% Inst Trans 1.17% Short Ratio 3.03 Perf Half Y 13.59%
Book/sh 11.95 P/B 1.28 EPS next Y 16.81% ROA 4.39% Short Interest 32.31M Perf Year 40.18%
Cash/sh 0.02 P/C 671.43 EPS next 5Y 14.40% ROE 10.26% 52W Range 10.67 - 18.12 Perf YTD 14.26%
Dividend Est. 0.59 (3.88%) P/FCF 20.88 EPS past 5Y 10.57% ROI 4.77% 52W High -15.53% Beta 4.39
Dividend TTM 0.35 (2.29%) Quick Ratio 0.55 Sales past 5Y 39.65% Gross Margin 43.29% 52W Low 43.52% ATR (14) 0.42
Dividend Ex-Date May 20, 2024 Current Ratio 0.55 EPS Y/Y TTM -42.89% Oper. Margin 38.92% RSI (14) 38.77 Volatility 2.91% 2.61%
Employees 461 Debt/Eq 0.58 Sales Y/Y TTM 56.13% Profit Margin 13.93% Recom 1.27 Target Price 20.54
Option/Short Yes / Yes LT Debt/Eq 0.57 EPS Q/Q -19.40% Payout 16.15% Rel Volume 0.83 Prev Close 15.39
Sales Surprise 3.22% EPS Surprise -32.72% Sales Q/Q 101.70% Earnings Aug 06 AMC Avg Volume 10.66M Price 15.31
SMA20 -5.21% SMA50 -3.83% SMA200 2.20% Trades
Volume 8,878,531 Change -0.52%
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
$12
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Dec-14-22 08:05AM
Nov-27-22 02:51PM
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Nov-17-22 01:25PM
Nov-08-22 07:35PM
04:06PM
04:03PM
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09:32AM
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Permian Resources Corp. engages in the exploration and production of oil and natural gas. It also focuses on driving sustainable returns through the responsible acquisition, optimization, and development of crude oil. The company was founded on October 6, 2014 and is headquartered in Midland, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Quinn William J Director May 15 '24 Sale 16.47 22,500,000 370,575,000 0 May 16 04:05 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 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 Mar 06 '24 Sale 15.71 9,000,000 141,390,000 25,477,527 Mar 08 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 Anderson Robert John Director Mar 06 '24 Sale 15.71 1,000,000 15,710,000 476,306 Mar 08 06:22 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 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 20 '24 Sale 14.64 1,853 27,128 1,047,610 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 15 '24 Sale 14.55 203,687 2,963,401 1,062,345 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 Jensen Brent P SVP, Chief Accounting Officer Sep 05 '23 Sale 14.83 171,817 2,548,080 1,274,114 Sep 07 06:24 PM Bell John Charles EVP, General Counsel Sep 05 '23 Sale 14.84 4,588 68,075 53,517 Sep 07 06:26 PM
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