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Last Close
May 03 04:00PM ET
131.91
Dollar change
-2.73
Percentage change
-2.03
%
Index- P/E54.23 EPS (ttm)2.43 Insider Own15.18% Shs Outstand187.07M Perf Week-1.28%
Market Cap25.51B Forward P/E21.71 EPS next Y6.08 Insider Trans-17.23% Shs Float164.02M Perf Month-0.22%
Income458.34M PEG2.05 EPS next Q1.04 Inst Own81.66% Short Float1.89% Perf Quarter4.57%
Sales3.97B P/S6.42 EPS this Y22.46% Inst Trans0.95% Short Ratio2.75 Perf Half Y29.69%
Book/sh9.94 P/B13.28 EPS next Y35.96% ROA1.95% Short Interest3.11M Perf Year60.69%
Cash/sh7.75 P/C17.03 EPS next 5Y26.50% ROE26.32% 52W Range77.97 - 139.48 Perf YTD10.92%
Dividend Est.3.69 (2.80%) P/FCF22.67 EPS past 5Y52.32% ROI2.66% 52W High-5.43% Beta1.22
Dividend TTM3.24 (2.46%) Quick Ratio- Sales past 5Y47.97% Gross Margin77.74% 52W Low69.18% ATR (14)3.63
Dividend Ex-DateMar 14, 2024 Current Ratio- EPS Y/Y TTM181.03% Oper. Margin29.87% RSI (14)47.61 Volatility3.39% 2.73%
Employees2850 Debt/Eq8.32 Sales Y/Y TTM26.76% Profit Margin11.54% Recom2.07 Target Price144.09
Option/ShortYes / Yes LT Debt/Eq8.10 EPS Q/Q47.98% Payout127.13% Rel Volume0.96 Prev Close134.64
Sales Surprise-5.62% EPS Surprise-13.01% Sales Q/Q20.39% EarningsMay 02 BMO Avg Volume1.13M Price131.91
SMA20-0.85% SMA50-0.91% SMA20014.11% Trades Volume1,084,829 Change-2.03%
Date Action Analyst Rating Change Price Target Change
Jan-09-24Downgrade Jefferies Buy → Hold $122
Oct-05-23Initiated Wolfe Research Outperform $133
Jul-10-23Downgrade Keefe Bruyette Outperform → Mkt Perform $99 → $98
Jun-12-23Downgrade Wells Fargo Overweight → Equal Weight $99 → $93
Nov-14-22Downgrade BMO Capital Markets Outperform → Market Perform $93
Aug-31-22Initiated Barclays Overweight $92
Jun-08-22Initiated JMP Securities Mkt Perform
Jan-25-22Initiated Piper Sandler Overweight $97
Dec-16-21Initiated Wells Fargo Overweight $96
Dec-16-21Initiated BofA Securities Buy $117
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Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 17 '24Sale131.51143,56918,880,9870Apr 19 06:27 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 16 '24Sale130.29159,86020,827,9320Apr 16 09:37 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 15 '24Sale129.6094,69712,273,1630Apr 16 09:37 PM
Rosenthal BennettCo-Founder & Chairman of PEGApr 15 '24Sale129.7250,0006,485,8480Apr 16 09:38 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 12 '24Sale131.97114,49215,109,0660Apr 12 08:54 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 11 '24Sale134.11175,00023,469,7600Apr 12 08:54 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 10 '24Sale134.36139,91518,798,6550Apr 12 08:54 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 09 '24Sale133.22212,63728,327,2090Apr 09 08:06 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 08 '24Sale134.89174,25823,505,5170Apr 09 08:06 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 05 '24Sale133.56175,15223,393,8500Apr 05 08:16 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 04 '24Sale132.57178,46523,659,7730Apr 05 08:16 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 03 '24Sale132.1145,9846,075,1180Apr 05 08:16 PM
KAPLAN DAVID BCo-FounderApr 03 '24Sale132.0440,2225,311,0070Apr 05 08:16 PM
Rosenthal BennettCo-Founder & Chairman of PEGApr 03 '24Sale132.0413,0961,729,24650,000Apr 05 08:15 PM
Rosenthal BennettCo-Founder & Chairman of PEGApr 02 '24Sale129.8753,0006,883,33963,096Apr 02 08:51 PM
KAPLAN DAVID BCo-FounderApr 02 '24Sale129.7950,8736,602,69740,222Apr 02 08:52 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 02 '24Sale129.8050,7176,582,8140Apr 02 08:54 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanApr 01 '24Sale131.7433,9424,471,6130Apr 02 08:54 PM
KAPLAN DAVID BCo-FounderApr 01 '24Sale131.7533,9054,466,96291,095Apr 02 08:52 PM
Rosenthal BennettCo-Founder & Chairman of PEGApr 01 '24Sale131.7533,9044,466,819116,096Apr 02 08:51 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 28 '24Sale133.0640,5005,389,0600Mar 28 08:14 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 27 '24Sale132.6948,5726,445,0260Mar 28 08:14 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 26 '24Sale133.9423,7963,187,2470Mar 26 08:14 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 25 '24Sale133.9618,8812,529,3090Mar 26 08:14 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 25 '24Sale134.014,488601,4290Mar 26 08:09 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 22 '24Sale134.5815,3502,065,8794,488Mar 22 09:20 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 22 '24Sale134.5815,3042,059,6310Mar 22 09:23 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 21 '24Sale136.9557,7947,914,7540Mar 22 09:23 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 21 '24Sale136.9256,5577,743,85119,838Mar 22 09:20 PM
KAPLAN DAVID BCo-FounderMar 21 '24Sale136.8826,4643,622,397125,000Mar 22 09:21 PM
Rosenthal BennettCo-Founder & Chairman of PEGMar 21 '24Sale136.874,810658,364150,000Mar 22 09:22 PM
KAPLAN DAVID BCo-FounderMar 20 '24Sale132.9219,9992,658,215151,464Mar 22 09:21 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 20 '24Sale132.9219,7492,624,96376,395Mar 22 09:20 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 20 '24Sale132.8718,2232,421,23238,535Mar 22 09:23 PM
Rosenthal BennettCo-Founder & Chairman of PEGMar 20 '24Sale132.8617,7232,354,597154,810Mar 22 09:22 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 19 '24Sale131.6917,4682,300,34096,144Mar 19 09:49 PM
KAPLAN DAVID BCo-FounderMar 19 '24Sale131.6817,3342,282,623171,463Mar 19 09:50 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 19 '24Sale131.6817,2242,268,08556,758Mar 19 09:53 PM
Rosenthal BennettCo-Founder & Chairman of PEGMar 19 '24Sale131.6917,1092,253,020172,533Mar 19 09:51 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 18 '24Sale130.8422,1962,904,135113,612Mar 19 09:49 PM
Rosenthal BennettCo-Founder & Chairman of PEGMar 18 '24Sale130.8522,1552,898,882189,642Mar 19 09:51 PM
KAPLAN DAVID BCo-FounderMar 18 '24Sale130.8422,1152,893,579188,797Mar 19 09:50 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 18 '24Sale130.8622,1032,892,28973,982Mar 19 09:53 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 15 '24Sale132.4639,1925,191,363135,808Mar 18 09:47 PM
KAPLAN DAVID BCo-FounderMar 15 '24Sale132.4739,0885,177,908210,912Mar 19 09:50 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 15 '24Sale132.4638,9155,154,77196,085Mar 19 09:53 PM
Rosenthal BennettCo-Founder & Chairman of PEGMar 15 '24Sale132.4838,2035,061,013211,797Mar 19 09:51 PM
Arougheti Michael JCo-Founder, CEO and PresidentMar 14 '24Sale132.9774,5859,917,7441,375,000Mar 18 09:47 PM
RESSLER ANTONY PCo-Founder & Exec. ChairmanMar 07 '24Sale130.303,000,000390,900,0000Mar 08 04:18 PM
deVeer R. KippHead of Credit GroupFeb 16 '24Sale135.2580,63710,905,9881,116,676Feb 16 08:44 PM
deVeer R. KippHead of Credit GroupFeb 15 '24Sale135.3948,4166,555,2821,197,313Feb 16 08:44 PM
deVeer R. KippHead of Credit GroupFeb 14 '24Sale136.4782,79611,299,1701,245,729Feb 16 08:44 PM
Arougheti Michael JCo-Founder, CEO and PresidentNov 15 '23Sale105.17150,00015,775,1040Nov 16 08:41 PM
ARES MANAGEMENT LLC10% OwnerOct 18 '23Buy18.93150,0002,838,93038,912,895Oct 20 06:27 PM
KAPLAN DAVID BCo-FounderOct 03 '23Sale100.0922,4422,246,3040Oct 04 09:41 PM
Rosenthal BennettCo-Founder & Chairman of PEGOct 03 '23Sale100.0921,8182,183,8040Oct 04 09:43 PM
ARES MANAGEMENT LLC10% OwnerOct 02 '23Buy14.80150,0002,219,49038,762,895Oct 04 04:28 PM
Rosenthal BennettCo-Founder & Chairman of PEGOct 02 '23Sale102.5378,1828,015,89921,818Oct 04 09:43 PM
KAPLAN DAVID BCo-FounderOct 02 '23Sale102.5277,5587,951,60522,442Oct 04 09:41 PM
ARES MANAGEMENT LLC10% OwnerSep 15 '23Buy14.79100,0001,478,85038,612,895Sep 19 04:24 PM
Rosenthal BennettCo-Founder & Chairman of PEGSep 15 '23Sale104.79150,00015,718,827100,000Sep 18 09:31 PM
Berry RyanChief Mktg. & Strategy OfficerSep 15 '23Sale104.6335,0003,661,944409,661Sep 18 09:33 PM
Berry RyanChief Mktg. & Strategy OfficerSep 14 '23Sale104.8140,0004,192,367444,661Sep 18 09:33 PM
ARES MANAGEMENT LLC10% OwnerSep 11 '23Buy14.52150,0002,177,28038,512,895Sep 13 04:03 PM
deVeer R. KippHead of Credit GroupSep 08 '23Sale105.1481,4988,568,700810,315Sep 11 07:04 PM
KAPLAN DAVID BCo-FounderSep 05 '23Sale103.46200,00020,692,564100,000Sep 07 07:01 PM
Sagati Aghili NaseemGeneral CounselAug 28 '23Option Exercise19.0029,631562,989272,863Aug 30 06:33 PM
ARES MANAGEMENT LLC10% OwnerAug 28 '23Buy14.947,397110,50038,362,895Aug 30 09:52 PM
ARES MANAGEMENT LLC10% OwnerAug 24 '23Buy15.2737,557573,54038,355,498Aug 28 04:04 PM
ARES MANAGEMENT LLC10% OwnerAug 23 '23Buy15.1833,275505,14438,317,941Aug 24 07:05 PM
deVeer R. KippHead of Credit GroupAug 22 '23Option Exercise19.0084,5461,606,374945,857Aug 24 08:57 PM
ARES MANAGEMENT LLC10% OwnerAug 22 '23Buy15.17179,1682,717,42338,284,666Aug 24 07:05 PM
Rosenthal BennettCo-Founder & Chairman of PEGAug 16 '23Sale97.5147,5114,632,798250,000Aug 17 08:25 PM
KAPLAN DAVID BCo-FounderAug 16 '23Sale97.519,946969,834300,000Aug 17 08:21 PM
BHUTANI ASHISHDirectorAug 15 '23Buy98.0810,000980,80011,732Aug 17 08:27 PM
Rosenthal BennettCo-Founder & Chairman of PEGAug 15 '23Sale98.47202,48919,939,642297,511Aug 17 08:25 PM
KAPLAN DAVID BCo-FounderAug 15 '23Sale98.39190,05418,699,715309,946Aug 17 08:21 PM
Arougheti Michael JCo-Founder, CEO and PresidentAug 15 '23Sale98.37150,00014,755,4020Aug 17 08:26 PM
deVeer R. KippHead of Credit GroupAug 08 '23Sale100.13200,00020,025,557861,311Aug 10 07:29 PM
ARES MANAGEMENT LLC10% OwnerJul 03 '23Sale16.796,885,415115,571,691134,659,188Jul 05 04:36 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 29 '23Sale95.0936,0853,431,3230Jun 30 06:56 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 15 '23Sale95.1364,4806,133,98260,471Jun 15 07:17 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 14 '23Sale95.0040038,000124,951Jun 15 07:17 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 13 '23Sale95.024,950470,349125,351Jun 15 07:17 PM
Ares Corporate Opportunities FDirectorJun 09 '23Sale25.704,886,250125,576,6251,389,840Jun 12 05:56 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 07 '23Sale90.60237,37721,506,604130,301Jun 09 04:52 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 06 '23Sale90.92258,16323,471,122367,678Jun 06 09:11 PM
Berry RyanChief Mktg. & Strategy OfficerJun 02 '23Sale89.1110,000891,100484,661Jun 05 07:47 PM
Arougheti Michael JCo-Founder, CEO and PresidentJun 02 '23Sale90.004,460401,400625,841Jun 06 09:11 PM
Berry RyanChief Mktg. & Strategy OfficerJun 01 '23Sale88.2210,000882,200494,661Jun 05 07:47 PM
Berry RyanChief Mktg. & Strategy OfficerMay 30 '23Sale87.325,000436,600504,661May 31 08:56 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 26 '23Sale84.8368,6035,819,609825,000May 31 08:56 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 26 '23Sale84.8363,8585,416,893630,301May 31 08:56 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 25 '23Sale83.89110,2639,249,804893,603May 25 09:48 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 25 '23Sale83.8836,5733,067,867694,159May 25 09:48 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 24 '23Sale83.16165,43913,757,8311,003,866May 25 09:48 PM
Arougheti Michael JCo-Founder, CEO and PresidentMay 24 '23Sale83.1655,2644,595,847730,732May 25 09:48 PM
Berry RyanChief Mktg. & Strategy OfficerMay 23 '23Sale85.635,000428,150365,932May 25 09:41 PM
Olian Judy D.DirectorMay 23 '23Sale85.591,200102,70828,997May 25 09:39 PM
Sagati Aghili NaseemGeneral CounselMay 19 '23Sale83.0711,531957,880243,232May 23 07:48 PM
Last Close
May 03 04:00PM ET
4.50
Dollar change
-0.31
Percentage change
-6.44
%
ALTI AlTi Global Inc daily Stock Chart
IndexRUT P/E- EPS (ttm)-2.96 Insider Own53.38% Shs Outstand65.11M Perf Week-5.26%
Market Cap319.77M Forward P/E7.76 EPS next Y0.58 Insider Trans0.05% Shs Float33.13M Perf Month-12.28%
Income-162.61M PEG- EPS next Q0.03 Inst Own6.85% Short Float2.36% Perf Quarter-22.41%
Sales250.88M P/S1.27 EPS this Y110.79% Inst Trans0.10% Short Ratio5.64 Perf Half Y-31.40%
Book/sh5.25 P/B0.86 EPS next Y93.33% ROA-20.12% Short Interest0.78M Perf Year-18.48%
Cash/sh0.22 P/C20.83 EPS next 5Y- ROE-48.90% 52W Range3.88 - 9.22 Perf YTD-48.63%
Dividend Est.- P/FCF- EPS past 5Y- ROI-28.17% 52W High-51.19% Beta0.63
Dividend TTM- Quick Ratio- Sales past 5Y0.00% Gross Margin- 52W Low15.98% ATR (14)0.40
Dividend Ex-Date- Current Ratio- EPS Y/Y TTM-1379.47% Oper. Margin-46.03% RSI (14)40.25 Volatility6.90% 8.49%
Employees480 Debt/Eq0.71 Sales Y/Y TTM- Profit Margin-64.81% Recom1.00 Target Price9.00
Option/ShortNo / Yes LT Debt/Eq0.69 EPS Q/Q-254.27% Payout- Rel Volume0.38 Prev Close4.81
Sales Surprise37.28% EPS Surprise-2275.00% Sales Q/Q- EarningsMay 10 BMO Avg Volume138.35K Price4.50
SMA20-5.66% SMA50-17.86% SMA200-33.09% Trades Volume52,406 Change-6.44%
Date Action Analyst Rating Change Price Target Change
Jan-25-24Upgrade Raymond James Mkt Perform → Strong Buy $9
Jul-12-23Downgrade Raymond James Strong Buy → Mkt Perform
May-02-23Initiated Raymond James Strong Buy $8
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AlTi Global, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company was founded on December 18, 2020 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ilWaddi Cayman Holdings10% OwnerApr 03 '24Buy4.9920,00099,80017,933,265Apr 04 04:15 PM
Moran Kevin P.Chief Operating OfficerApr 03 '24Sale4.9320,00098,600175,775Apr 04 07:50 PM
Maliagros SpirosPresident, Asset ManagementApr 03 '24Sale5.014,95024,800512,985Apr 04 07:43 PM
FURLONG MARK FDirectorApr 02 '24Buy5.4325,000135,75025,000Apr 04 07:50 PM
ilWaddi Cayman Holdings10% OwnerApr 02 '24Buy5.1520,000103,00017,913,265Apr 04 04:15 PM
Connell BrookePres, US Wealth MmgtApr 02 '24Sale5.0715,00076,050190,772Apr 04 07:54 PM
Maliagros SpirosPresident, Asset ManagementApr 02 '24Sale5.145,35027,499517,935Apr 04 07:43 PM
Tiedemann MichaelChief Executive OfficerMar 11 '24Option Exercise0.00150,0000309,146Apr 04 08:04 PM
Connell BrookePres, US Wealth MmgtMar 11 '24Option Exercise0.0050,0000205,772Apr 04 07:54 PM
Moran Kevin P.Chief Operating OfficerMar 11 '24Option Exercise0.00150,0000195,775Apr 04 07:50 PM
Smith Craig LindsaySee remarksMar 11 '24Option Exercise0.0075,0000142,362Apr 04 07:49 PM
Maliagros SpirosPresident, Asset ManagementMar 11 '24Option Exercise0.00400,0000523,285Apr 04 07:43 PM
Connell BrookePres, US Wealth MmgtFeb 15 '24Option Exercise0.0038,3790174,182Feb 21 08:15 PM
Yarad Stephen D.Chief Financial OfficerFeb 15 '24Option Exercise0.0039,662039,662Feb 21 08:13 PM
Maliagros SpirosPresident, Asset ManagementFeb 15 '24Option Exercise0.0017,8780131,992Feb 21 08:20 PM
Tiedemann MichaelChief Executive OfficerFeb 15 '24Option Exercise0.0025,5460171,845Feb 21 08:20 PM
Parmelee ReidChief Accounting OfficerFeb 15 '24Option Exercise0.0013,310013,410Feb 21 08:21 PM
Moran Kevin P.Chief Operating OfficerFeb 15 '24Option Exercise0.0047,398068,820Feb 21 08:14 PM
Graham Colleen AGlobal General CounselFeb 15 '24Option Exercise0.0021,894021,894Feb 21 08:11 PM
Smith Craig LindsaySee remarksFeb 15 '24Option Exercise0.0026,420026,420Feb 21 08:07 PM
Weeber RobertPres, Intl. Wealth MmgtFeb 15 '24Option Exercise0.0035,7960448,917Feb 26 05:15 PM
Curtin Nancy AnnChief Investment OfficerFeb 15 '24Option Exercise0.0038,070038,070Feb 26 05:13 PM
Last Close
May 03 04:00PM ET
10.57
Dollar change
+0.07
Percentage change
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%
CRGY Crescent Energy Co. daily Stock Chart
IndexRUT P/E8.35 EPS (ttm)1.27 Insider Own11.17% Shs Outstand91.61M Perf Week-2.40%
Market Cap968.32M Forward P/E5.88 EPS next Y1.80 Insider Trans-81.65% Shs Float81.37M Perf Month-9.97%
Income67.61M PEG- EPS next Q0.20 Inst Own70.18% Short Float11.03% Perf Quarter0.76%
Sales2.38B P/S0.41 EPS this Y-39.13% Inst Trans6.64% Short Ratio6.11 Perf Half Y-12.50%
Book/sh18.61 P/B0.57 EPS next Y36.44% ROA1.05% Short Interest8.97M Perf Year-0.38%
Cash/sh0.04 P/C299.79 EPS next 5Y-4.60% ROE5.30% 52W Range9.17 - 14.22 Perf YTD-19.98%
Dividend Est.0.47 (4.45%) P/FCF2.73 EPS past 5Y- ROI1.98% 52W High-25.67% Beta1.13
Dividend TTM0.48 (4.54%) Quick Ratio0.82 Sales past 5Y37.53% Gross Margin25.99% 52W Low15.27% ATR (14)0.35
Dividend Ex-DateMar 14, 2024 Current Ratio0.82 EPS Y/Y TTM-41.31% Oper. Margin20.07% RSI (14)40.45 Volatility3.13% 3.12%
Employees904 Debt/Eq1.00 Sales Y/Y TTM-22.06% Profit Margin2.84% Recom1.44 Target Price16.11
Option/ShortYes / Yes LT Debt/Eq1.00 EPS Q/Q233.52% Payout52.84% Rel Volume0.64 Prev Close10.50
Sales Surprise10.49% EPS Surprise57.60% Sales Q/Q-3.95% EarningsMay 06 AMC Avg Volume1.47M Price10.57
SMA20-5.46% SMA50-5.88% SMA200-10.17% Trades Volume937,087 Change0.67%
Date Action Analyst Rating Change Price Target Change
Apr-10-24Initiated Tudor, Pickering, Holt & Co. Buy $18
Jan-03-24Downgrade Mizuho Buy → Neutral $18 → $14
Dec-05-23Initiated Raymond James Strong Buy $16
Dec-01-23Initiated Evercore ISI Outperform $16
Sep-27-23Initiated Stephens Overweight $17
Feb-14-23Initiated Credit Suisse Neutral $14
Jan-25-23Downgrade BofA Securities Neutral → Underperform $13 → $14
Jan-10-23Initiated Mizuho Buy $19
Nov-15-22Initiated BofA Securities Neutral $15
Oct-19-22Initiated Jefferies Hold $15
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Crescent Energy Co. operates as an energy company. It develops and acquires oil, natural gas and NGL reserves. The company was founded in 2002 and is headquartered in Houston, TX.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
KKR Group Partnership L.P.10% OwnerApr 01 '24Sale10.746,000,00064,440,0000Apr 03 06:21 PM
Independence Energy Aggregator10% OwnerApr 01 '24Sale10.746,000,00064,440,0000Apr 03 06:15 PM
Kendall BrandiSee remarksMar 15 '24Buy11.084885,40721,130Mar 19 06:46 PM
Independence Energy Aggregator10% OwnerMar 11 '24Sale9.8713,800,000136,206,0000Mar 11 05:37 PM
KKR Group Partnership L.P.10% OwnerMar 11 '24Sale9.8713,800,000136,206,0000Mar 11 05:32 PM
Rockecharlie David C.See remarksDec 06 '23Buy11.3220,000226,400100,000Dec 08 05:00 PM
Kendall BrandiSee remarksDec 01 '23Buy11.642583,00320,642Dec 01 05:00 PM
Rockecharlie David C.See remarksNov 30 '23Buy11.465,00057,30080,000Dec 01 05:01 PM
Kendall BrandiSee remarksNov 30 '23Buy11.3488210,00220,384Dec 01 05:00 PM
Rockecharlie David C.See remarksNov 29 '23Buy11.355,00056,75075,000Dec 01 05:01 PM
KKR Group Partnership L.P.10% OwnerNov 15 '23Sale10.903,000,00032,700,0000Nov 17 04:19 PM
Independence Energy Aggregator10% OwnerNov 15 '23Sale10.903,000,00032,700,0000Nov 17 04:16 PM
Rockecharlie David C.See remarksNov 13 '23Buy10.685,00053,40070,000Nov 15 05:00 PM
Rockecharlie David C.See remarksNov 10 '23Buy10.365,00051,80065,000Nov 13 05:02 PM
Falk ToddSee remarksNov 10 '23Buy10.444004,1765,000Nov 13 05:02 PM
Kendall BrandiSee remarksNov 09 '23Buy10.719,33399,95619,502Nov 13 05:03 PM
Rockecharlie David C.See remarksNov 09 '23Buy10.625,00053,10060,000Nov 13 05:02 PM
Shi BoSee RemarksNov 09 '23Buy10.692,80029,93224,124Nov 13 05:01 PM
Falk ToddSee remarksNov 09 '23Buy10.621,00010,6204,600Nov 13 05:02 PM
Rockecharlie David C.See remarksSep 15 '23Buy12.502,50031,25055,000Sep 15 04:15 PM
Falk ToddSee remarksSep 15 '23Buy12.377509,2783,600Sep 15 04:13 PM
Rockecharlie David C.See remarksSep 14 '23Buy12.292,50030,72552,500Sep 15 04:15 PM
Rockecharlie David C.See RemarksSep 13 '23Buy12.372,50030,92550,000Sep 14 04:30 PM
Rockecharlie David C.See RemarksSep 12 '23Buy12.452,50031,12547,500Sep 14 04:30 PM
Rynd John ClaytonSee RemarksSep 12 '23Buy12.492,00024,9807,000Sep 14 04:30 PM
Kendall BrandiSee RemarksSep 12 '23Buy12.415166,40410,169Sep 14 04:30 PM
TEACHER RETIREMENT SYSTEM OF T10% OwnerJul 19 '23Buy11.43465267,994,884Jul 24 04:04 PM
Rockecharlie David C.See remarksJun 14 '23Buy10.144,00040,56045,000Jun 16 05:09 PM
Falk ToddSee remarksJun 12 '23Buy9.973503,4902,850Jun 14 04:14 PM
Rockecharlie David C.See remarksJun 09 '23Buy10.282,00020,56041,000Jun 12 05:50 PM
Rockecharlie David C.See remarksJun 08 '23Buy10.452,00020,90039,000Jun 12 05:50 PM
Kendall BrandiSee remarksJun 08 '23Buy10.411,15312,0039,653Jun 12 05:54 PM
Shi BoSee RemarksJun 07 '23Buy10.143,00030,42021,324Jun 09 05:06 PM
Falk ToddSee remarksJun 07 '23Buy10.191501,5282,500Jun 09 05:14 PM
Last Close
May 03 04:00PM ET
418.95
Dollar change
+2.47
Percentage change
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%
AMP Ameriprise Financial Inc daily Stock Chart
IndexS&P 500 P/E14.26 EPS (ttm)29.38 Insider Own0.27% Shs Outstand100.17M Perf Week2.18%
Market Cap41.97B Forward P/E10.98 EPS next Y38.16 Insider Trans-29.64% Shs Float99.92M Perf Month-2.32%
Income3.13B PEG0.81 EPS next Q8.57 Inst Own85.43% Short Float0.83% Perf Quarter7.23%
Sales16.61B P/S2.53 EPS this Y18.03% Inst Trans-1.50% Short Ratio1.73 Perf Half Y31.94%
Book/sh47.21 P/B8.87 EPS next Y9.29% ROA1.81% Short Interest0.83M Perf Year45.05%
Cash/sh71.92 P/C5.82 EPS next 5Y17.60% ROE69.36% 52W Range279.85 - 440.67 Perf YTD10.30%
Dividend Est.5.80 (1.38%) P/FCF7.10 EPS past 5Y10.79% ROI30.10% 52W High-4.93% Beta1.36
Dividend TTM6.88 (1.64%) Quick Ratio- Sales past 5Y4.72% Gross Margin54.28% 52W Low49.71% ATR (14)8.08
Dividend Ex-DateFeb 08, 2024 Current Ratio- EPS Y/Y TTM49.06% Oper. Margin25.83% RSI (14)51.84 Volatility1.80% 2.00%
Employees13800 Debt/Eq1.17 Sales Y/Y TTM13.82% Profit Margin18.84% Recom2.13 Target Price461.22
Option/ShortYes / Yes LT Debt/Eq1.13 EPS Q/Q149.54% Payout22.35% Rel Volume0.58 Prev Close416.48
Sales Surprise4.20% EPS Surprise2.32% Sales Q/Q12.05% EarningsApr 22 AMC Avg Volume481.08K Price418.95
SMA200.39% SMA50-0.07% SMA20013.39% Trades Volume279,710 Change0.59%
Date Action Analyst Rating Change Price Target Change
Mar-21-24Initiated Raymond James Mkt Perform
Jan-04-24Downgrade Evercore ISI Outperform → In-line $385 → $400
Jan-03-24Upgrade Goldman Neutral → Buy $355 → $452
Dec-22-23Resumed Morgan Stanley Equal-Weight $365 → $383
Dec-19-22Downgrade Keefe Bruyette Outperform → Mkt Perform $325
Sep-07-22Initiated BofA Securities Buy $336
Jun-24-22Downgrade Goldman Buy → Neutral $325 → $270
Apr-06-22Downgrade Piper Sandler Neutral → Underweight $325 → $310
Mar-01-22Downgrade Piper Sandler Overweight → Neutral $370 → $325
Jan-26-22Initiated Jefferies Buy $355
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Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Alvero GumerPRESIDENT-INSURANCE&ANNUITIESMar 27 '24Option Exercise123.374,235522,47211,229Mar 29 04:04 PM
Alvero GumerPRESIDENT-INSURANCE&ANNUITIESMar 27 '24Sale437.001,652721,9306,994Mar 29 04:04 PM
Brockman Dawn M.SVP AND CONTROLLERMar 26 '24Option Exercise128.7646159,3581,749Mar 28 04:50 PM
Brockman Dawn M.SVP AND CONTROLLERMar 26 '24Sale434.1322497,2451,288Mar 28 04:50 PM
TRUSCOTT WILLIAM FCEO, GLOBAL ASSET MANAGEMENTFeb 28 '24Sale412.058,0003,296,36013,134Mar 01 04:47 PM
Smyth Gerard P.EVP TECHNOLOGY AND CIOFeb 26 '24Option Exercise152.436,6321,010,92212,598Feb 28 04:38 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 26 '24Sale408.635,0002,043,162159,012Feb 26 06:50 PM
Smyth Gerard P.EVP TECHNOLOGY AND CIOFeb 26 '24Sale407.924,4401,811,1693,787Feb 28 04:38 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 23 '24Sale407.165,0002,035,808164,012Feb 26 06:50 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 22 '24Sale401.4812,0004,817,789169,012Feb 26 06:50 PM
Alvero GumerPRESIDENT-INSURANCE&ANNUITIESFeb 22 '24Sale400.98385154,3786,994Feb 26 06:51 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 20 '24Sale397.224,2981,707,247181,012Feb 21 08:23 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 16 '24Sale399.6411,2884,511,163185,310Feb 21 08:23 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 12 '24Option Exercise179.8439,8347,163,747228,170Feb 13 08:44 PM
Sweeney Joseph EdwardPRES-AWM PRODUCTS & SERVICESFeb 12 '24Sale401.827,2002,893,0927,000Feb 13 08:42 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOFeb 12 '24Sale401.112,493999,979196,598Feb 13 08:44 PM
Berman Walter StanleyEXECUTIVE VP AND CFOFeb 07 '24Sale387.8113,3465,175,6646,409Feb 09 08:21 PM
Sharpe Robert Francis JRDirectorFeb 06 '24Sale386.604,0001,546,38612,500Feb 08 05:46 PM
Sweeney Joseph EdwardPRES-AWM PRODUCTS & SERVICESJan 29 '24Option Exercise179.8418,2203,276,68527,641Jan 30 08:51 PM
Sweeney Joseph EdwardPRES-AWM PRODUCTS & SERVICESJan 29 '24Sale389.475,1462,004,1929,421Jan 30 08:51 PM
TRUSCOTT WILLIAM FCEO, GLOBAL ASSET MANAGEMENTJan 26 '24Option Exercise179.8430,9585,567,48744,133Jan 30 08:57 PM
TRUSCOTT WILLIAM FCEO, GLOBAL ASSET MANAGEMENTJan 26 '24Sale390.229,6893,780,83212,126Jan 30 08:57 PM
Brockman Dawn M.SVP AND CONTROLLERDec 18 '23Option Exercise107.6142045,1961,396Dec 20 04:19 PM
Sweeney Joseph EdwardPRES-AWM PRODUCTS & SERVICESDec 14 '23Sale378.233,0001,134,6928,166Dec 18 04:27 PM
Berman Walter StanleyEXECUTIVE VP AND CFODec 13 '23Option Exercise179.8425,3824,564,69933,430Dec 15 04:54 PM
Berman Walter StanleyEXECUTIVE VP AND CFODec 13 '23Sale370.816,4092,376,5528,048Dec 15 04:54 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEODec 11 '23Option Exercise179.8440,0007,193,600197,103Dec 13 04:55 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEODec 11 '23Sale365.869,9483,639,586157,103Dec 13 04:55 PM
Berman Walter StanleyEXECUTIVE VP AND CFOAug 04 '23Option Exercise158.6325,0253,969,67239,385Aug 08 07:16 PM
Berman Walter StanleyEXECUTIVE VP AND CFOAug 04 '23Sale351.5513,0424,584,9198,048Aug 08 07:16 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOAug 03 '23Option Exercise179.8440,0007,193,600197,103Aug 07 04:06 PM
CRACCHIOLO JAMES MCHAIRMAN AND CEOAug 03 '23Sale354.009,6163,404,106157,103Aug 07 04:06 PM
Smyth Gerard P.EVP TECHNOLOGY AND CIOAug 01 '23Sale348.742,418843,2603,710Aug 03 04:10 PM
Alvero GumerPRESIDENT-INSURANCE&ANNUITIESJun 29 '23Sale329.94460151,7717,465Dec 27 04:16 PM
Last Close
May 03 04:00PM ET
7.55
Dollar change
+0.19
Percentage change
2.58
%
PX P10 Inc daily Stock Chart
IndexRUT P/E- EPS (ttm)-0.06 Insider Own62.07% Shs Outstand57.62M Perf Week1.21%
Market Cap853.38M Forward P/E8.18 EPS next Y0.92 Insider Trans-0.48% Shs Float42.88M Perf Month-10.12%
Income-7.13M PEG- EPS next Q0.19 Inst Own34.39% Short Float7.00% Perf Quarter-13.52%
Sales241.73M P/S3.53 EPS this Y-0.88% Inst Trans-3.17% Short Ratio4.00 Perf Half Y-19.77%
Book/sh3.32 P/B2.27 EPS next Y13.62% ROA-0.86% Short Interest3.00M Perf Year-26.98%
Cash/sh0.28 P/C26.62 EPS next 5Y14.30% ROE-1.83% 52W Range7.08 - 13.41 Perf YTD-26.13%
Dividend Est.0.14 (1.82%) P/FCF18.35 EPS past 5Y- ROI-1.05% 52W High-43.70% Beta0.92
Dividend TTM0.13 (1.72%) Quick Ratio- Sales past 5Y52.59% Gross Margin- 52W Low6.64% ATR (14)0.25
Dividend Ex-DateMar 08, 2024 Current Ratio- EPS Y/Y TTM-124.58% Oper. Margin9.50% RSI (14)45.20 Volatility3.51% 2.85%
Employees252 Debt/Eq0.80 Sales Y/Y TTM21.87% Profit Margin-2.95% Recom2.00 Target Price10.14
Option/ShortYes / Yes LT Debt/Eq0.77 EPS Q/Q-124.87% Payout- Rel Volume0.98 Prev Close7.36
Sales Surprise0.38% EPS Surprise1.99% Sales Q/Q8.09% EarningsMay 08 AMC Avg Volume750.29K Price7.55
SMA20-1.10% SMA50-6.25% SMA200-22.78% Trades Volume735,584 Change2.58%
Date Action Analyst Rating Change Price Target Change
Mar-04-24Downgrade Morgan Stanley Overweight → Equal-Weight $12 → $9
Mar-01-24Downgrade Keefe Bruyette Outperform → Mkt Perform $12 → $10
Mar-01-24Downgrade JP Morgan Overweight → Neutral $15.50 → $9.50
Aug-31-22Initiated Barclays Overweight $15
Nov-16-21Initiated Stephens Overweight $17
Nov-15-21Initiated UBS Buy $15
Nov-15-21Initiated Oppenheimer Outperform $20
Nov-15-21Initiated Morgan Stanley Overweight $18
Nov-15-21Initiated Keefe Bruyette Outperform $18
Nov-15-21Initiated JP Morgan Overweight $17
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P10, Inc. engages in the provision of private market solutions in the alternative asset management industry. It focuses on long-term value creation in opportunities where it sees significant potential for sustainable profit growth. The company was founded on January 20, 2021, and is headquartered in Dallas, TX.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Jensen Richard J.EVP, Head of Strategy and M&AMar 27 '24Buy8.3555,000459,25055,000Mar 28 06:23 PM
Feinglass MichaelMar 25 '24Sale8.0750,000403,400204,005Mar 27 03:49 PM
Feinglass MichaelMar 20 '24Sale8.1751,730422,789254,005Mar 21 05:52 PM
Feinglass MichaelMar 19 '24Sale8.1522,004179,333305,735Mar 21 05:52 PM
Abell Alexander I.Mar 12 '24Sale8.2730,533252,597399,960Mar 14 10:18 AM
Feinglass MichaelMar 11 '24Sale8.2050,000410,000327,739Mar 11 07:34 PM
McCoy David M.Mar 09 '24Option Exercise0.0043,155081,375Mar 15 11:57 AM
Blatherwick Nell M.Mar 09 '24Option Exercise0.00141,9320443,155Mar 12 09:57 PM
Feinglass MichaelMar 08 '24Sale8.1010,00081,000377,739Mar 11 07:34 PM
Feinglass MichaelMar 07 '24Sale8.0050,000400,052387,739Mar 11 07:34 PM
Blatherwick Nell M.Mar 05 '24Buy7.9812,50099,75024,169Mar 12 09:57 PM
Feinglass MichaelJan 30 '24Option Exercise1.1768,88080,590466,376Feb 13 12:29 PM
Nelson Andrew RowanJan 30 '24Option Exercise1.1751,66060,44280,967Feb 13 12:30 PM
Feinglass Michael10% OwnerDec 27 '23Sale10.1030,000303,144397,496Dec 29 06:23 PM
Nelson Andrew RowanDec 19 '23Sale10.298,40386,47129,307Dec 20 07:08 PM
Abell Alexander I.Dec 14 '23Sale10.0317,496175,512400,000Dec 18 05:22 PM
Abell Alexander I.Dec 08 '23Sale9.9320,000198,600417,496Dec 12 11:20 AM
Feinglass Michael10% OwnerDec 01 '23Sale10.1320,000202,556427,496Dec 04 06:55 PM
Feinglass Michael10% OwnerNov 30 '23Sale10.1010,000101,012447,496Dec 04 06:55 PM
Abell Alexander I.Nov 29 '23Sale9.9520,000199,000437,496Dec 01 08:50 AM
Poston Edwin A.DirectorNov 28 '23Sale9.6618,595179,6540Dec 01 05:51 PM
Abell Alexander I.Nov 20 '23Sale9.4314,445136,216457,496Dec 01 08:50 AM
McCoy David M.DirectorNov 16 '23Buy9.314,00037,24739,275Nov 28 05:10 PM
McCoy David M.DirectorNov 14 '23Buy9.9010,00099,00035,275Nov 28 05:10 PM
Nelson Andrew RowanAug 18 '23Sale12.5310,000125,25037,710Aug 18 05:18 PM
Nelson Andrew RowanAug 17 '23Sale12.655,00063,25047,710Aug 18 05:18 PM
Nelson Andrew RowanAug 16 '23Sale12.665,00063,30052,710Aug 18 05:18 PM
Nelson Andrew RowanJun 14 '23Sale11.5720,000231,40057,710Jun 16 05:39 PM
Last Close
May 03 04:00PM ET
83.21
Dollar change
-0.83
Percentage change
-0.99
%
AFL Aflac Inc. daily Stock Chart
IndexS&P 500 P/E9.18 EPS (ttm)9.07 Insider Own9.87% Shs Outstand578.48M Perf Week-0.48%
Market Cap47.88B Forward P/E12.09 EPS next Y6.89 Insider Trans-0.51% Shs Float518.61M Perf Month-1.36%
Income5.35B PEG1.24 EPS next Q1.61 Inst Own60.29% Short Float2.46% Perf Quarter8.32%
Sales19.34B P/S2.48 EPS this Y3.32% Inst Trans-0.94% Short Ratio5.46 Perf Half Y5.26%
Book/sh41.27 P/B2.02 EPS next Y6.96% ROA4.14% Short Interest12.76M Perf Year23.53%
Cash/sh- P/C- EPS next 5Y7.40% ROE24.70% 52W Range64.10 - 86.26 Perf YTD0.86%
Dividend Est.1.94 (2.33%) P/FCF14.37 EPS past 5Y15.60% ROI17.00% 52W High-3.54% Beta0.95
Dividend TTM1.76 (2.12%) Quick Ratio- Sales past 5Y-2.82% Gross Margin- 52W Low29.82% ATR (14)1.67
Dividend Ex-DateMay 21, 2024 Current Ratio1.88 EPS Y/Y TTM31.08% Oper. Margin32.50% RSI (14)49.66 Volatility2.93% 2.04%
Employees12785 Debt/Eq0.34 Sales Y/Y TTM1.61% Profit Margin27.67% Recom2.93 Target Price84.54
Option/ShortYes / Yes LT Debt/Eq0.34 EPS Q/Q68.16% Payout21.59% Rel Volume1.24 Prev Close84.04
Sales Surprise31.32% EPS Surprise4.93% Sales Q/Q13.25% EarningsMay 01 AMC Avg Volume2.34M Price83.21
SMA200.41% SMA500.30% SMA2004.14% Trades Volume2,901,942 Change-0.99%
Date Action Analyst Rating Change Price Target Change
Jan-04-24Downgrade Evercore ISI In-line → Underperform $76 → $78
Aug-18-23Downgrade Morgan Stanley Overweight → Equal-Weight $74 → $75
Jun-05-23Resumed BofA Securities Buy $77
Apr-25-23Initiated Wells Fargo Equal Weight $73
May-24-22Initiated Citigroup Neutral $60
Jan-26-22Initiated Jefferies Hold $60
Jan-21-22Initiated Wolfe Research Peer Perform $63
Jan-12-22Reiterated UBS Neutral $54 → $61
Dec-03-21Initiated Goldman Sell $52
Apr-21-21Initiated UBS Neutral $55
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Aflac, Inc. is a holding company, which engages in the provision of financial protection services. It operates through the following segments: Aflac Japan and Aflac U.S. The Aflac Japan segment offers life insurance, death benefits, and cash surrender values. The Aflac U.S. segment sells voluntary supplemental insurance products for people who already have major medical or primary insurance coverage. The company was founded by John Amos, Paul Amos and William Amos on November 17, 1955 and is headquartered in Columbus, GA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
KENNY THOMAS JDirectorMar 20 '24Sale84.625,000423,10517,920Mar 22 09:18 AM
RIGGIERI ALBERTSVP, Global CROMar 14 '24Sale83.348,000666,76032,825Mar 15 05:26 PM
Collins Arthur ReginaldDirectorFeb 22 '24Sale79.733,000239,1995,592Feb 23 05:28 PM
LAKE CHARLES D IIChairman & Rep. Director, ALIJFeb 16 '24Sale79.9132,2592,577,81761,522Feb 20 09:18 AM
Koide MasatoshiPres. and Rep. Director, ALIJFeb 16 '24Sale79.9130,4932,436,69686,090Feb 20 09:11 AM
MOSKOWITZ JOSEPH LDirectorFeb 08 '24Sale78.6360047,17826,010Feb 12 04:09 PM
Lloyd KaroleDirectorFeb 06 '24Buy77.281,00077,28044,896Feb 07 09:27 AM
BOWERS WILLIAM PDirectorFeb 05 '24Buy76.001,500114,00061,817Feb 07 09:17 AM
RIMER BARBARA KDirectorFeb 02 '24Option Exercise29.6618,210540,20053,325Feb 06 09:20 AM
TILLMAN AUDREY BExecutive Vice PresidentFeb 02 '24Option Exercise30.9116,280503,265193,566Feb 06 09:26 AM
RIMER BARBARA KDirectorFeb 02 '24Sale76.4118,2101,391,40835,115Feb 06 09:20 AM
TILLMAN AUDREY BExecutive Vice PresidentFeb 02 '24Sale76.6116,2801,247,282180,372Feb 06 09:26 AM
BEAVER STEVEN KENTFSVP, Deputy CFO, Aflac JapanDec 01 '23Option Exercise28.963,11490,19724,028Dec 05 09:24 AM
BEAVER STEVEN KENTFSVP, Deputy CFO, Aflac JapanDec 01 '23Sale82.713,114257,55920,914Dec 05 09:24 AM
Koide MasatoshiPres. and Rep. Director, ALIJNov 09 '23Sale80.3232,0002,570,24055,598Nov 13 08:26 AM
HOWARD JUNE PSr. Vice PresidentNov 07 '23Option Exercise30.327,795236,342129,026Nov 09 09:28 AM
HOWARD JUNE PSr. Vice PresidentNov 07 '23Sale81.016,000486,078123,026Nov 09 09:28 AM
LAKE CHARLES D IIChairman & Rep. Director, ALIJNov 03 '23Sale81.9717,8001,459,06636,125Nov 06 05:28 PM
BOWERS WILLIAM PDirectorNov 02 '23Option Exercise35.7523,701847,31183,819Nov 06 09:29 AM
Crawford Frederick JohnPresident & COONov 02 '23Sale81.37100,0008,137,200236,539Nov 06 09:26 AM
BOWERS WILLIAM PDirectorNov 02 '23Sale81.5123,7011,931,86960,118Nov 06 09:29 AM
MOSKOWITZ JOSEPH LDirectorOct 02 '23Sale76.4750038,23526,598Oct 03 04:46 PM
Daniels James ToddEVP, CFO Aflac JapanAug 21 '23Sale74.513,355249,98160,274Aug 22 05:24 PM
RIGGIERI ALBERTSVP, Global CRO, Chief ActuaryAug 17 '23Sale76.097,649582,05126,210Aug 18 05:19 PM
LAKE CHARLES D IIChairman & Rep. Director, ALIJAug 10 '23Option Exercise31.2016,040500,52869,965Aug 11 05:25 PM
LAKE CHARLES D IIChairman & Rep. Director, ALIJAug 10 '23Sale75.8616,0401,216,81053,925Aug 11 05:25 PM
Miller Virgil RaynardPresident, Aflac U.S.Aug 03 '23Sale77.082,626202,4112,181Aug 07 07:41 AM
MOSKOWITZ JOSEPH LDirectorJul 03 '23Sale69.6050034,80027,085Jul 06 08:27 AM
HOWARD JUNE PSr. Vice PresidentJun 08 '23Option Exercise30.331,65950,322123,026Jun 09 05:16 PM
MOSKOWITZ JOSEPH LDirectorMay 19 '23Option Exercise34.5619,426671,46041,041May 23 09:15 AM
MOSKOWITZ JOSEPH LDirectorMay 19 '23Sale67.2713,471906,14027,570May 23 09:15 AM
BEAVER STEVEN KENTSVP, CFO, Aflac USMay 12 '23Option Exercise30.8913,118405,22529,381May 15 05:02 PM
BEAVER STEVEN KENTSVP, CFO, Aflac USMay 12 '23Sale66.3313,118870,11920,793May 15 05:02 PM
HOWARD JUNE PSr. Vice PresidentMay 10 '23Option Exercise31.1110,195317,192127,632May 12 09:23 AM
HOWARD JUNE PSr. Vice PresidentMay 10 '23Sale67.578,230556,101119,402May 12 09:23 AM
Last Close
May 03 04:00PM ET
109.46
Dollar change
-2.61
Percentage change
-2.33
%
APO Apollo Global Management Inc daily Stock Chart
Index- P/E13.05 EPS (ttm)8.39 Insider Own49.60% Shs Outstand567.76M Perf Week-2.46%
Market Cap86.53B Forward P/E12.05 EPS next Y9.08 Insider Trans-0.65% Shs Float398.46M Perf Month-1.46%
Income4.97B PEG0.81 EPS next Q1.82 Inst Own41.86% Short Float4.30% Perf Quarter6.14%
Sales33.07B P/S2.62 EPS this Y13.24% Inst Trans-0.68% Short Ratio7.31 Perf Half Y30.85%
Book/sh22.27 P/B4.91 EPS next Y18.98% ROA1.75% Short Interest17.13M Perf Year79.65%
Cash/sh25.20 P/C4.34 EPS next 5Y16.09% ROE69.41% 52W Range57.50 - 117.15 Perf YTD17.46%
Dividend Est.1.85 (1.69%) P/FCF13.11 EPS past 5Y- ROI22.97% 52W High-6.56% Beta1.61
Dividend TTM1.72 (1.57%) Quick Ratio- Sales past 5Y117.61% Gross Margin97.23% 52W Low90.37% ATR (14)3.19
Dividend Ex-DateFeb 16, 2024 Current Ratio- EPS Y/Y TTM253.07% Oper. Margin24.72% RSI (14)47.39 Volatility3.53% 3.00%
Employees2903 Debt/Eq0.58 Sales Y/Y TTM382.21% Profit Margin15.02% Recom1.78 Target Price125.00
Option/ShortYes / Yes LT Debt/Eq0.54 EPS Q/Q369.81% Payout20.58% Rel Volume1.41 Prev Close112.07
Sales Surprise1.07% EPS Surprise-3.67% Sales Q/Q126.96% EarningsMay 02 BMO Avg Volume2.34M Price109.46
SMA20-1.30% SMA50-1.51% SMA20014.62% Trades Volume3,296,104 Change-2.33%
Date Action Analyst Rating Change Price Target Change
Feb-28-24Resumed JP Morgan Overweight $122
Jan-04-24Initiated TD Cowen Outperform $115
Dec-06-23Resumed BMO Capital Markets Outperform $108
Oct-09-23Downgrade Oppenheimer Outperform → Perform
May-19-23Initiated Citigroup Buy $80
Feb-10-23Upgrade Keefe Bruyette Mkt Perform → Outperform $84 → $88
Jan-03-23Downgrade Keefe Bruyette Outperform → Mkt Perform $77
Oct-19-22Initiated Credit Suisse Outperform $59.50
Sep-23-22Upgrade BofA Securities Underperform → Neutral
Aug-31-22Initiated Barclays Overweight $70
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Apollo Global Management, Inc. provides asset management services. It offers its clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity. The company was founded by Marc Rowan in 1990 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
BLACK LEON DMar 19 '24Sale110.71450,00049,817,79042,604,773Mar 21 05:11 PM
KLEINMAN SCOTTCo-President (See Remarks)Mar 01 '24Sale110.55175,34519,384,1434,692,393Mar 05 05:11 PM
KLEINMAN SCOTTCo-President (See Remarks)Mar 01 '24Sale110.5832,2353,564,454110,752Mar 05 05:11 PM
BLACK LEON DFeb 24 '24Sale111.51300,00033,452,78843,054,773Feb 26 07:20 PM
BLACK LEON DFeb 23 '24Sale111.55750,00083,665,10943,354,773Feb 26 07:20 PM
BLACK LEON DFeb 22 '24Sale111.44500,00055,720,42144,104,773Feb 26 07:20 PM
Chatterjee WhitneyChief Legal OfficerFeb 20 '24Sale111.1012,0001,333,212123,901Feb 21 04:57 PM
Zelter James CCo-President (See Remarks)Feb 12 '24Sale109.16150,00016,374,5701,454,588Feb 13 05:22 PM
Kelly MartinChief Financial OfficerFeb 12 '24Sale109.0914,0001,527,326366,572Feb 13 05:20 PM
Zelter James CCo-President (See Remarks)Nov 29 '23Sale92.0017,5001,610,0001,112,500Nov 30 05:51 PM
Zelter James CCo-President (See Remarks)Nov 28 '23Sale90.8570,0006,359,5911,130,000Nov 30 05:51 PM
Zelter James CCo-President (See Remarks)Nov 17 '23Sale86.1687,5007,538,9215,094,585Nov 20 04:20 PM
Krongard A BDirectorNov 03 '23Buy85.951,00986,71977,608Nov 07 04:30 PM
Kelly MartinChief Financial OfficerNov 03 '23Sale86.0820,0001,721,582372,961Nov 07 04:29 PM
Zelter James CCo-President (See Remarks)Jul 13 '23Sale79.2260,7794,814,9375,678,785Jul 17 04:31 PM
Zelter James CCo-President (See Remarks)Jul 12 '23Sale78.8223,7521,872,0235,716,630Jul 12 06:45 PM
Zelter James CCo-President (See Remarks)Jul 11 '23Sale77.9335,7772,788,1555,740,382Jul 12 06:45 PM
Zelter James CCo-President (See Remarks)Jul 03 '23Sale77.513,010233,3025,776,159Jul 05 04:27 PM
Zelter James CCo-President (See Remarks)Jun 30 '23Sale77.5311,093860,0905,779,169Jul 05 04:27 PM
Zelter James CCo-President (See Remarks)Jun 16 '23Sale77.509,820761,0625,790,262Jun 20 04:58 PM
Zelter James CCo-President (See Remarks)Jun 15 '23Sale77.5030023,2505,800,082Jun 20 04:58 PM
HARRIS JOSHUAMay 31 '23Sale67.513,323224,33633,741,683Jun 02 04:21 PM
HARRIS JOSHUAMay 30 '23Sale66.44300,00019,933,07133,745,006May 30 09:35 PM
HARRIS JOSHUAMay 26 '23Sale65.67198,80213,055,00134,045,006May 30 09:35 PM
HARRIS JOSHUAMay 25 '23Sale64.29212,14213,638,60934,243,808May 30 09:35 PM
HARRIS JOSHUAMay 23 '23Sale66.0810,902720,40434,455,950May 24 09:29 PM
HARRIS JOSHUAMay 22 '23Sale65.51332,53921,783,07034,466,852May 24 09:29 PM
HARRIS JOSHUAMay 19 '23Sale64.045,487351,38734,799,391May 19 06:31 PM
HARRIS JOSHUAMay 18 '23Sale63.7840,6892,595,14434,804,878May 19 06:31 PM
HARRIS JOSHUAMay 17 '23Sale63.75141,6309,028,91234,845,567May 19 06:31 PM
HARRIS JOSHUAMay 15 '23Sale63.6014,744937,71834,987,197May 16 07:52 PM
HARRIS JOSHUAMay 12 '23Sale63.889,500606,86035,001,941May 16 07:52 PM
HARRIS JOSHUAMay 11 '23Sale63.9143,4312,775,67535,011,441May 11 06:58 PM
HARRIS JOSHUAMay 10 '23Sale63.84340,88621,760,83535,054,872May 11 06:58 PM
HARRIS JOSHUAMay 09 '23Sale62.85187,73411,799,08235,395,758May 11 06:58 PM
Last Close
May 03 04:00PM ET
70.57
Dollar change
+0.91
Percentage change
1.31
%
CNS Cohen & Steers Inc. daily Stock Chart
IndexRUT P/E27.46 EPS (ttm)2.57 Insider Own48.02% Shs Outstand49.16M Perf Week0.28%
Market Cap3.49B Forward P/E22.11 EPS next Y3.19 Insider Trans-0.06% Shs Float25.74M Perf Month-3.50%
Income127.74M PEG14.45 EPS next Q0.68 Inst Own56.00% Short Float6.46% Perf Quarter0.80%
Sales483.56M P/S7.23 EPS this Y-1.13% Inst Trans-1.04% Short Ratio5.90 Perf Half Y33.40%
Book/sh7.76 P/B9.10 EPS next Y13.69% ROA18.31% Short Interest1.66M Perf Year24.77%
Cash/sh4.71 P/C14.99 EPS next 5Y1.90% ROE35.69% 52W Range50.05 - 78.58 Perf YTD-6.81%
Dividend Est.2.36 (3.34%) P/FCF26.03 EPS past 5Y1.62% ROI24.93% 52W High-10.19% Beta1.50
Dividend TTM2.30 (3.26%) Quick Ratio- Sales past 5Y6.54% Gross Margin85.68% 52W Low41.00% ATR (14)2.38
Dividend Ex-DateMar 01, 2024 Current Ratio- EPS Y/Y TTM-23.07% Oper. Margin34.21% RSI (14)49.21 Volatility2.85% 2.91%
Employees405 Debt/Eq0.37 Sales Y/Y TTM-9.69% Profit Margin26.42% Recom3.00 Target Price69.00
Option/ShortYes / Yes LT Debt/Eq0.35 EPS Q/Q-4.87% Payout87.55% Rel Volume0.67 Prev Close69.66
Sales Surprise-1.65% EPS Surprise-1.12% Sales Q/Q-0.05% EarningsApr 17 AMC Avg Volume281.81K Price70.57
SMA200.08% SMA50-2.35% SMA2007.19% Trades Volume189,903 Change1.31%
Date Action Analyst Rating Change Price Target Change
Jan-05-24Initiated UBS Sell $68
Feb-18-21Upgrade Sidoti Neutral → Buy $83
Jan-21-21Resumed Sidoti Neutral $83
Nov-19-20Upgrade BofA Securities Neutral → Buy $65 → $76
Apr-24-20Upgrade BofA/Merrill Underperform → Neutral $54
Apr-22-19Downgrade Gabelli & Co Buy → Hold
Feb-21-19Downgrade Keefe Bruyette Mkt Perform → Underperform $36
Jan-26-18Downgrade Keefe Bruyette Mkt Perform → Underperform
Jan-11-18Downgrade Gabelli & Co Buy → Hold $54
Mar-03-17Initiated Sidoti Buy $46
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Cohen & Steers, Inc. is a holding company which operates as an investment manager specializing in liquid real assets, which include real estate securities, listed infrastructure, commodities, natural resource equities, preferred securities, and other income solutions. It manages investment vehicles, such as institutional accounts, open-end funds and closed-end funds. The company was founded by Martin Cohen and Robert Hamilton Steers in 1986 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Villani Edmond DDirectorMar 12 '24Sale72.994,000291,96033,781Mar 14 05:21 PM
Simon Richard PDirectorFeb 26 '24Sale71.813,058219,59521,915Feb 26 07:10 PM
Simon Richard PDirectorFeb 23 '24Sale71.766,942498,15824,973Feb 26 07:10 PM
Dulik ElenaChief Accounting Officer, SVPDec 07 '23Sale62.2872545,15319,862Dec 07 04:22 PM
Simon Richard PDirectorOct 25 '23Sale50.4510,000504,50031,550Oct 26 05:40 PM
Dulik ElenaChief Accounting Officer, SVPJul 24 '23Sale66.121,950128,93420,427Jul 25 04:20 PM
Last Close
May 03 04:00PM ET
294.03
Dollar change
+3.05
Percentage change
1.05
%
MORN Morningstar Inc daily Stock Chart
Index- P/E59.31 EPS (ttm)4.96 Insider Own37.32% Shs Outstand42.73M Perf Week2.70%
Market Cap12.57B Forward P/E35.62 EPS next Y8.25 Insider Trans-2.10% Shs Float26.79M Perf Month-3.28%
Income212.90M PEG3.71 EPS next Q- Inst Own59.52% Short Float0.70% Perf Quarter5.78%
Sales2.12B P/S5.93 EPS this Y37.46% Inst Trans0.42% Short Ratio1.47 Perf Half Y14.31%
Book/sh32.36 P/B9.09 EPS next Y17.28% ROA6.23% Short Interest0.19M Perf Year61.44%
Cash/sh9.57 P/C30.73 EPS next 5Y16.00% ROE16.45% 52W Range180.48 - 316.05 Perf YTD2.72%
Dividend Est.1.76 (0.60%) P/FCF47.81 EPS past 5Y-5.02% ROI8.71% 52W High-6.97% Beta1.17
Dividend TTM1.56 (0.53%) Quick Ratio0.93 Sales past 5Y15.38% Gross Margin51.43% 52W Low62.92% ATR (14)6.27
Dividend Ex-DateJul 12, 2024 Current Ratio0.93 EPS Y/Y TTM1167.25% Oper. Margin15.60% RSI (14)47.39 Volatility1.86% 2.16%
Employees11334 Debt/Eq0.82 Sales Y/Y TTM11.45% Profit Margin10.04% Recom1.00 Target Price345.00
Option/ShortYes / Yes LT Debt/Eq0.77 EPS Q/Q935.01% Payout46.52% Rel Volume0.76 Prev Close290.98
Sales Surprise- EPS Surprise- Sales Q/Q11.11% EarningsApr 24 AMC Avg Volume127.83K Price294.03
SMA20-1.56% SMA50-2.46% SMA20010.60% Trades Volume97,591 Change1.05%
Date Action Analyst Rating Change Price Target Change
Oct-30-23Upgrade Redburn Atlantic Neutral → Overweight $320
Jan-11-23Downgrade Redburn Buy → Neutral
Sep-20-22Upgrade Redburn Neutral → Buy
Oct-31-08Downgrade Keefe Bruyette Outperform → Mkt Perform $67 → $40
May-02-08Upgrade Keefe Bruyette Mkt Perform → Outperform
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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Mansueto Joseph DExecutive ChairmanMay 02 '24Sale290.118,3212,414,01510,750,266May 03 04:49 PM
Mansueto Joseph DExecutive ChairmanMay 01 '24Sale286.728,3252,386,97510,758,587May 03 04:49 PM
Mansueto Joseph DExecutive ChairmanMar 12 '24Sale307.738,6142,650,78910,766,912Mar 14 05:04 PM
Mansueto Joseph DExecutive ChairmanMar 11 '24Sale307.691,297399,07210,775,526Mar 12 05:18 PM
Kaplan Steven NDirectorMar 11 '24Sale306.811,250383,51644,427Mar 12 05:16 PM
Mansueto Joseph DExecutive ChairmanMar 08 '24Sale311.074,6751,454,25210,776,823Mar 12 05:18 PM
Mansueto Joseph DExecutive ChairmanMar 07 '24Sale311.728,5332,659,94610,781,498Mar 08 04:48 PM
Mansueto Joseph DExecutive ChairmanMar 06 '24Sale309.159,9823,085,88910,790,031Mar 08 04:48 PM
Mansueto Joseph DExecutive ChairmanMar 05 '24Sale303.7911,7173,559,45810,800,013Mar 06 06:08 PM
Mansueto Joseph DExecutive ChairmanMar 04 '24Sale303.179,8612,989,59610,811,730Mar 06 06:08 PM
Mansueto Joseph DExecutive ChairmanMar 01 '24Sale298.386,0251,797,71810,821,591Mar 04 05:20 PM
Mansueto Joseph DExecutive ChairmanFeb 29 '24Sale298.644,3981,313,42710,827,616Mar 04 05:20 PM
Mansueto Joseph DExecutive ChairmanFeb 28 '24Sale296.949,9352,950,11410,832,014Feb 29 05:01 PM
Mansueto Joseph DExecutive ChairmanFeb 27 '24Sale294.8711,0243,250,59910,841,949Feb 29 05:01 PM
Mansueto Joseph DExecutive ChairmanFeb 26 '24Sale298.806,1981,851,97310,852,973Feb 27 05:20 PM
Mansueto Joseph DExecutive ChairmanFeb 23 '24Sale298.1212,6503,771,15910,859,171Feb 27 05:20 PM
Mansueto Joseph DExecutive ChairmanFeb 22 '24Sale276.1811,7423,242,94110,871,821Feb 23 04:41 PM
Mansueto Joseph DExecutive ChairmanFeb 21 '24Sale272.653,7481,021,90410,883,563Feb 23 04:41 PM
Mansueto Joseph DExecutive ChairmanFeb 20 '24Sale273.074,1761,140,34010,887,311Feb 21 04:18 PM
Mansueto Joseph DExecutive ChairmanFeb 16 '24Sale277.601,367379,48310,891,487Feb 20 05:06 PM
Mansueto Joseph DExecutive ChairmanFeb 15 '24Sale277.786,8631,906,40010,892,854Feb 20 05:06 PM
Mansueto Joseph DExecutive ChairmanFeb 14 '24Sale275.948,9932,481,50210,899,717Feb 15 05:53 PM
Mansueto Joseph DExecutive ChairmanFeb 12 '24Sale282.087,4812,110,27310,908,710Feb 13 05:02 PM
Mansueto Joseph DExecutive ChairmanFeb 09 '24Sale278.697,6682,137,01810,916,191Feb 13 05:02 PM
Mansueto Joseph DExecutive ChairmanFeb 08 '24Sale277.663,292914,05010,923,859Feb 09 04:29 PM
Mansueto Joseph DExecutive ChairmanFeb 07 '24Sale277.237,4702,070,93910,927,151Feb 09 04:29 PM
Mansueto Joseph DExecutive ChairmanFeb 06 '24Sale275.224512,38510,934,621Feb 07 01:35 PM
Mansueto Joseph DExecutive ChairmanFeb 05 '24Sale276.9710027,69710,934,666Feb 07 01:35 PM
Mansueto Joseph DExecutive ChairmanFeb 02 '24Sale279.2422061,43310,934,766Feb 05 05:16 PM
Mansueto Joseph DExecutive ChairmanFeb 01 '24Sale279.396,9261,935,02910,934,986Feb 05 05:16 PM
Mansueto Joseph DExecutive ChairmanNov 27 '23Sale277.176,2571,734,27411,342,505Nov 29 12:43 PM
Mansueto Joseph DExecutive ChairmanNov 24 '23Sale275.866,5551,808,26311,348,762Nov 27 02:09 PM
Mansueto Joseph DExecutive ChairmanNov 22 '23Sale275.7712,6503,488,43411,355,317Nov 24 11:09 AM
Mansueto Joseph DExecutive ChairmanNov 21 '23Sale274.1112,6503,467,54711,367,967Nov 24 11:09 AM
Mansueto Joseph DExecutive ChairmanNov 20 '23Sale271.9511,6933,179,87411,380,617Nov 21 12:49 PM
DUBINSKY JASONChief Financial OfficerNov 17 '23Option Exercise0.001,205022,566Nov 20 05:46 PM
Kapoor KunalCEONov 17 '23Option Exercise0.005,2740130,183Nov 20 08:52 PM
Dunn Daniel JosephChief Revenue OfficerNov 17 '23Option Exercise0.00678013,505Nov 20 05:46 PM
Mansueto Joseph DExecutive ChairmanNov 17 '23Sale271.0010,3282,798,89111,392,310Nov 21 12:49 PM
Mansueto Joseph DExecutive ChairmanNov 16 '23Sale270.2012,6503,418,07411,402,638Nov 17 11:18 AM
Mansueto Joseph DExecutive ChairmanNov 15 '23Sale269.047,7762,092,08011,415,288Nov 17 11:18 AM
Mansueto Joseph DExecutive ChairmanNov 14 '23Sale268.4612,6093,385,06511,423,064Nov 15 01:44 PM
Diamonte RobinDirectorNov 14 '23Sale268.91400107,5648,935Nov 15 02:08 PM
Mansueto Joseph DExecutive ChairmanNov 13 '23Sale265.568,6242,290,15311,435,673Nov 15 01:44 PM
Mansueto Joseph DExecutive ChairmanNov 10 '23Sale263.829,5252,512,91911,444,297Nov 13 12:13 PM
Mansueto Joseph DExecutive ChairmanNov 09 '23Sale262.132,650694,64511,453,822Nov 13 12:13 PM
Mansueto Joseph DExecutive ChairmanNov 08 '23Sale262.056,7261,762,52411,456,472Nov 09 01:20 PM
Mansueto Joseph DExecutive ChairmanNov 07 '23Sale262.438,2972,177,34411,463,198Nov 09 01:20 PM
Mansueto Joseph DExecutive ChairmanNov 06 '23Sale262.9811,3342,980,62311,471,495Nov 07 01:58 PM
Mansueto Joseph DExecutive ChairmanNov 03 '23Sale262.619,3762,462,19011,482,829Nov 07 01:58 PM
Mansueto Joseph DExecutive ChairmanNov 02 '23Sale257.7112,6503,260,05711,492,205Nov 03 01:50 PM
Mansueto Joseph DExecutive ChairmanNov 01 '23Sale254.8512,6503,223,87811,504,855Nov 03 01:50 PM
Landis Gail SDirectorSep 05 '23Sale250.00580145,0005,147Sep 07 12:13 PM
Mansueto Joseph DExecutive ChairmanSep 01 '23Sale235.2211,3942,680,13511,517,505Sep 05 04:01 PM
Mansueto Joseph DExecutive ChairmanAug 31 '23Sale231.2412,6502,925,14911,528,899Sep 05 04:01 PM
Mansueto Joseph DExecutive ChairmanAug 30 '23Sale226.9110,3152,340,61211,541,549Aug 31 12:57 PM
Mansueto Joseph DExecutive ChairmanAug 29 '23Sale226.476,6151,498,10911,551,864Aug 31 12:57 PM
Mansueto Joseph DExecutive ChairmanAug 28 '23Sale225.0712,6502,847,13211,558,479Aug 29 05:05 PM
Mansueto Joseph DExecutive ChairmanAug 25 '23Sale221.2212,6502,798,45911,571,129Aug 29 05:05 PM
Mansueto Joseph DExecutive ChairmanAug 24 '23Sale220.239,4152,073,47511,184,499Aug 25 03:46 PM
Mansueto Joseph DExecutive ChairmanAug 23 '23Sale218.868,8351,933,65211,193,914Aug 25 03:46 PM
Mansueto Joseph DExecutive ChairmanAug 22 '23Sale215.358,8091,897,02711,202,749Aug 23 03:45 PM
Mansueto Joseph DExecutive ChairmanAug 21 '23Sale215.594,9631,069,98611,211,558Aug 23 03:45 PM
Mansueto Joseph DExecutive ChairmanAug 18 '23Sale219.3922449,14311,216,521Aug 21 11:04 AM
Mansueto Joseph DExecutive ChairmanAug 17 '23Sale221.0012,6502,795,62011,216,745Aug 21 11:04 AM
Mansueto Joseph DExecutive ChairmanAug 16 '23Sale219.397,7991,711,03211,229,395Aug 17 02:11 PM
Mansueto Joseph DExecutive ChairmanAug 15 '23Sale218.605,5031,202,96411,237,194Aug 17 02:11 PM
Mansueto Joseph DExecutive ChairmanAug 14 '23Sale219.043,050668,08511,242,697Aug 15 03:40 PM
Mansueto Joseph DExecutive ChairmanAug 11 '23Sale219.425,6501,239,70011,245,747Aug 15 03:40 PM
Mansueto Joseph DExecutive ChairmanAug 10 '23Sale219.148,2481,807,50711,251,397Aug 11 04:15 PM
Mansueto Joseph DExecutive ChairmanAug 09 '23Sale220.073,740823,05311,259,645Aug 11 04:15 PM
Mansueto Joseph DExecutive ChairmanAug 08 '23Sale220.646,0221,328,70711,263,385Aug 09 12:47 PM
Mansueto Joseph DExecutive ChairmanAug 07 '23Sale221.318,5431,890,65911,269,407Aug 09 12:47 PM
Mansueto Joseph DExecutive ChairmanAug 04 '23Sale224.68983220,86111,277,950Aug 07 04:19 PM
Mansueto Joseph DExecutive ChairmanAug 03 '23Sale225.059,4772,132,82611,278,933Aug 07 04:19 PM
Dunn Daniel JosephChief Revenue OfficerAug 02 '23Sale224.932,000449,85012,827Aug 03 02:41 PM
Mansueto Joseph DExecutive ChairmanAug 02 '23Sale226.9112027,22911,288,410Aug 03 01:20 PM
Mansueto Joseph DExecutive ChairmanAug 01 '23Sale229.984,6951,079,74311,288,530Aug 03 01:20 PM
Landis Gail SDirectorJul 27 '23Sale225.0039588,8755,727Jul 28 02:48 PM
Mansueto Joseph DExecutive ChairmanJul 10 '23Sale198.1711,6842,315,38911,293,225Jul 11 01:43 PM
Mansueto Joseph DExecutive ChairmanJul 07 '23Sale197.4611,2182,215,05811,304,909Jul 11 01:43 PM
Mansueto Joseph DExecutive ChairmanJul 06 '23Sale193.746,5501,268,97911,316,127Jul 07 03:09 PM
Mansueto Joseph DExecutive ChairmanJul 05 '23Sale195.6126050,85911,322,677Jul 07 03:09 PM
Mansueto Joseph DExecutive ChairmanJul 03 '23Sale195.816,9501,360,85711,322,937Jul 05 12:18 PM
Mansueto Joseph DExecutive ChairmanJun 30 '23Sale194.4712,6502,460,03311,329,887Jul 03 03:11 PM
Mansueto Joseph DExecutive ChairmanJun 29 '23Sale190.8112,6502,413,78111,342,537Jul 03 03:11 PM
Mansueto Joseph DExecutive ChairmanJun 28 '23Sale188.157,6441,438,19911,355,187Jun 29 03:51 PM
Mansueto Joseph DExecutive ChairmanJun 27 '23Sale187.8812,6502,376,67811,362,831Jun 29 03:51 PM
Mansueto Joseph DExecutive ChairmanJun 26 '23Sale192.9224046,30011,375,481Jun 27 04:05 PM
Mansueto Joseph DExecutive ChairmanJun 23 '23Sale195.992,589507,42811,375,721Jun 27 04:05 PM
Mansueto Joseph DExecutive ChairmanJun 21 '23Sale203.035,5191,120,54411,378,310Jun 23 03:23 PM
Mansueto Joseph DExecutive ChairmanJun 16 '23Sale207.384,280887,59711,383,829Jun 20 03:42 PM
Mansueto Joseph DExecutive ChairmanJun 15 '23Sale206.058,4731,745,83111,388,109Jun 20 03:42 PM
Mansueto Joseph DExecutive ChairmanJun 14 '23Sale204.633,423700,45611,396,582Jun 15 04:38 PM
Mansueto Joseph DExecutive ChairmanJun 13 '23Sale203.3810,5392,143,41111,400,005Jun 15 04:38 PM
Mansueto Joseph DExecutive ChairmanJun 12 '23Sale203.58120411,410,544Jun 13 03:19 PM
Mansueto Joseph DExecutive ChairmanJun 09 '23Sale205.543,761773,01711,410,545Jun 13 03:19 PM
Mansueto Joseph DExecutive ChairmanJun 08 '23Sale205.798,4781,744,67611,414,306Jun 09 11:20 AM
Mansueto Joseph DExecutive ChairmanJun 07 '23Sale207.243,517728,84711,422,784Jun 09 11:20 AM
Mansueto Joseph DExecutive ChairmanJun 06 '23Sale206.487,0571,457,10111,426,301Jun 07 12:55 PM
Last Close
May 03 04:00PM ET
14.48
Dollar change
-0.05
Percentage change
-0.38
%
SAMG Silvercrest Asset Management Group Inc daily Stock Chart
IndexRUT P/E15.40 EPS (ttm)0.94 Insider Own0.88% Shs Outstand9.48M Perf Week-4.14%
Market Cap137.22M Forward P/E8.62 EPS next Y1.68 Insider Trans10.97% Shs Float9.40M Perf Month-3.56%
Income8.89M PEG1.75 EPS next Q0.40 Inst Own70.51% Short Float0.41% Perf Quarter-10.20%
Sales118.37M P/S1.16 EPS this Y39.29% Inst Trans-0.63% Short Ratio1.65 Perf Half Y-18.17%
Book/sh8.16 P/B1.77 EPS next Y7.69% ROA5.10% Short Interest0.04M Perf Year-20.47%
Cash/sh4.18 P/C3.46 EPS next 5Y8.80% ROE10.56% 52W Range13.93 - 23.20 Perf YTD-14.85%
Dividend Est.0.77 (5.32%) P/FCF7.23 EPS past 5Y-3.63% ROI8.00% 52W High-37.61% Beta0.87
Dividend TTM0.75 (5.18%) Quick Ratio- Sales past 5Y4.03% Gross Margin- 52W Low3.91% ATR (14)0.55
Dividend Ex-DateMar 07, 2024 Current Ratio- EPS Y/Y TTM-36.44% Oper. Margin15.23% RSI (14)41.38 Volatility4.00% 3.49%
Employees149 Debt/Eq0.38 Sales Y/Y TTM-2.02% Profit Margin7.51% Recom1.00 Target Price23.17
Option/ShortYes / Yes LT Debt/Eq0.32 EPS Q/Q-5.74% Payout76.75% Rel Volume0.89 Prev Close14.53
Sales Surprise0.55% EPS Surprise-16.46% Sales Q/Q2.72% EarningsMay 03 BMO Avg Volume23.13K Price14.48
SMA20-1.62% SMA50-6.04% SMA200-14.53% Trades Volume20,512 Change-0.38%
Date Action Analyst Rating Change Price Target Change
Dec-21-20Initiated Janney Buy $18.50
May-11-15Downgrade Raymond James Strong Buy → Outperform $20 → $17
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Silvercrest Asset Management Group, Inc. operates as a wealth management firm. The firm provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors. It also offers portfolio, equity, and fixed income management and outsourced investment services. The company was founded in April 2002 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
HOUGH RICHARD R IIIChairman and CEOApr 30 '24Option Exercise14.5460,742883,189668,910May 02 05:55 PM
Long Path Smaller Companies Fu10% OwnerApr 30 '24Buy15.055,11276,936940,798May 02 07:27 PM
Gray John AllenManaging DirectorMar 13 '24Buy15.843,13549,65821,110Mar 14 04:30 PM
HOUGH RICHARD R IIIChairman and CEOSep 13 '23Option Exercise13.97105,3981,472,410691,496Sep 15 08:47 PM
Last Close
May 03 04:00PM ET
39.05
Dollar change
-0.22
Percentage change
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LAZ Lazard Inc. daily Stock Chart
Index- P/E- EPS (ttm)-0.34 Insider Own7.78% Shs Outstand87.43M Perf Week0.15%
Market Cap3.41B Forward P/E9.33 EPS next Y4.19 Insider Trans-1.10% Shs Float80.61M Perf Month-2.74%
Income-22.15M PEG- EPS next Q0.47 Inst Own68.99% Short Float2.31% Perf Quarter-4.73%
Sales2.78B P/S1.23 EPS this Y286.55% Inst Trans-3.90% Short Ratio1.68 Perf Half Y39.91%
Book/sh4.34 P/B9.00 EPS next Y40.68% ROA-0.48% Short Interest1.86M Perf Year31.00%
Cash/sh10.95 P/C3.57 EPS next 5Y7.30% ROE-5.25% 52W Range25.82 - 42.24 Perf YTD12.21%
Dividend Est.2.00 (5.12%) P/FCF14.63 EPS past 5Y- ROI-0.87% 52W High-7.55% Beta1.42
Dividend TTM2.50 (6.40%) Quick Ratio- Sales past 5Y-1.55% Gross Margin96.96% 52W Low51.24% ATR (14)1.24
Dividend Ex-DateMay 03, 2024 Current Ratio- EPS Y/Y TTM-111.99% Oper. Margin-3.25% RSI (14)49.88 Volatility2.88% 2.97%
Employees3291 Debt/Eq5.90 Sales Y/Y TTM2.00% Profit Margin-0.80% Recom1.78 Target Price48.43
Option/ShortYes / Yes LT Debt/Eq5.49 EPS Q/Q231.20% Payout- Rel Volume0.42 Prev Close39.27
Sales Surprise10.02% EPS Surprise19.22% Sales Q/Q44.96% EarningsApr 25 BMO Avg Volume1.10M Price39.05
SMA200.17% SMA50-0.69% SMA20012.18% Trades Volume462,389 Change-0.56%
Date Action Analyst Rating Change Price Target Change
Jan-29-24Resumed Keefe Bruyette Outperform $51
Jan-03-24Upgrade Wolfe Research Peer Perform → Outperform $42
Sep-19-23Downgrade Goldman Neutral → Sell $37 → $32
Jul-13-23Upgrade Keefe Bruyette Underperform → Mkt Perform $31 → $36
Jul-12-23Upgrade Morgan Stanley Equal-Weight → Overweight $36 → $43
Jul-03-23Upgrade Wolfe Research Underperform → Peer Perform
Apr-12-23Upgrade Morgan Stanley Underweight → Equal-Weight $29 → $36
Jul-18-22Downgrade Morgan Stanley Equal-Weight → Underweight $40 → $30
Jul-13-22Downgrade Keefe Bruyette Mkt Perform → Underperform $38 → $30
Apr-07-22Downgrade Wolfe Research Peer Perform → Underperform $39
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Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Russo Evan LCEO of Asset ManagementMar 13 '24Sale39.3575,0002,951,250227,448Mar 13 05:27 PM
Gathy MichaelChief Accounting OfficerFeb 14 '24Sale37.2238514,3300Feb 15 07:47 PM
Last Close
May 03 04:00PM ET
115.67
Dollar change
+0.34
Percentage change
0.29
%
HLNE Hamilton Lane Inc daily Stock Chart
IndexRUT P/E35.59 EPS (ttm)3.25 Insider Own10.93% Shs Outstand38.61M Perf Week1.00%
Market Cap4.68B Forward P/E25.86 EPS next Y4.47 Insider Trans-1.23% Shs Float36.04M Perf Month4.26%
Income123.58M PEG2.37 EPS next Q1.01 Inst Own90.60% Short Float2.42% Perf Quarter-3.42%
Sales489.96M P/S9.55 EPS this Y5.33% Inst Trans-0.98% Short Ratio3.24 Perf Half Y35.73%
Book/sh12.12 P/B9.54 EPS next Y27.14% ROA10.59% Short Interest0.87M Perf Year65.20%
Cash/sh4.19 P/C27.62 EPS next 5Y15.00% ROE28.65% 52W Range62.86 - 121.90 Perf YTD1.97%
Dividend Est.1.73 (1.50%) P/FCF41.27 EPS past 5Y26.44% ROI16.64% 52W High-5.11% Beta1.20
Dividend TTM1.78 (1.54%) Quick Ratio- Sales past 5Y20.92% Gross Margin- 52W Low84.01% ATR (14)2.79
Dividend Ex-DateMar 14, 2024 Current Ratio- EPS Y/Y TTM26.36% Oper. Margin41.06% RSI (14)59.91 Volatility2.44% 2.52%
Employees600 Debt/Eq0.59 Sales Y/Y TTM-6.00% Profit Margin25.22% Recom3.00 Target Price118.20
Option/ShortYes / Yes LT Debt/Eq0.59 EPS Q/Q64.28% Payout53.12% Rel Volume0.77 Prev Close115.33
Sales Surprise-3.99% EPS Surprise-22.83% Sales Q/Q-1.42% EarningsFeb 06 BMO Avg Volume268.43K Price115.67
SMA202.54% SMA503.70% SMA20014.17% Trades Volume206,157 Change0.29%
Date Action Analyst Rating Change Price Target Change
Apr-11-24Downgrade JP Morgan Overweight → Neutral $115
Jan-11-24Downgrade Oppenheimer Outperform → Perform
May-26-23Upgrade Oppenheimer Perform → Outperform $87
Mar-15-23Upgrade JP Morgan Neutral → Overweight $85
Aug-09-22Downgrade UBS Buy → Neutral $72 → $75
Dec-16-21Initiated Wells Fargo Equal Weight $109
Jan-26-21Downgrade Morgan Stanley Overweight → Equal-Weight
Dec-16-20Initiated UBS Buy $83
Mar-30-20Upgrade Keefe Bruyette Underperform → Mkt Perform $56
Feb-07-20Initiated William Blair Outperform
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Hamilton Lane, Inc. is a holding company, which engages in the provision of private markets investment solutions. The firm works with clients to conceive, structure, build out, manage, and monitor portfolios of private markets funds and direct investments. It also offers the following solutions: customized separate accounts, specialized funds, advisory services, distribution management, and reporting, monitoring, data, and analytics. The company was founded in 1991 and is headquartered in Conshohocken, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Oakville Number 2 Trust10% OwnerMar 07 '24Sale108.0055,0005,940,000480,015Mar 11 05:29 PM
Varma AtulSenior AdvisorAug 16 '23Sale92.2545942,3438,786Aug 18 04:05 PM
Last Close
May 03 04:00PM ET
12.05
Dollar change
-0.49
Percentage change
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WHG Westwood Holdings Group Inc daily Stock Chart
Index- P/E8.12 EPS (ttm)1.48 Insider Own23.20% Shs Outstand9.14M Perf Week-5.93%
Market Cap112.43M Forward P/E- EPS next Y- Insider Trans-0.64% Shs Float7.17M Perf Month-8.85%
Income12.15M PEG- EPS next Q- Inst Own50.89% Short Float0.09% Perf Quarter-0.82%
Sales95.84M P/S1.17 EPS this Y- Inst Trans-5.61% Short Ratio0.53 Perf Half Y29.29%
Book/sh13.06 P/B0.92 EPS next Y- ROA8.35% Short Interest0.01M Perf Year-0.08%
Cash/sh2.77 P/C4.34 EPS next 5Y- ROE10.44% 52W Range8.91 - 14.20 Perf YTD-4.14%
Dividend Est.- P/FCF7.86 EPS past 5Y-17.81% ROI9.74% 52W High-15.14% Beta1.25
Dividend TTM0.60 (4.98%) Quick Ratio- Sales past 5Y-1.22% Gross Margin86.03% 52W Low35.24% ATR (14)0.36
Dividend Ex-DateJun 03, 2024 Current Ratio- EPS Y/Y TTM397.39% Oper. Margin9.81% RSI (14)36.41 Volatility2.88% 2.41%
Employees145 Debt/Eq0.03 Sales Y/Y TTM27.26% Profit Margin12.67% Recom- Target Price-
Option/ShortYes / Yes LT Debt/Eq0.02 EPS Q/Q205.36% Payout51.12% Rel Volume1.63 Prev Close12.54
Sales Surprise- EPS Surprise- Sales Q/Q-0.79% EarningsMay 01 AMC Avg Volume12.75K Price12.05
SMA20-6.68% SMA50-3.98% SMA2006.28% Trades Volume20,797 Change-3.91%
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Westwood Holdings Group, Inc. engages in managing investment assets and providing services to clients. It operates through the Advisory and Trust segments. The Advisory segment offers investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment focuses on trust and custodial services and participation in common trust funds that sponsors institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Lockridge MatthewHead, U.S. Value Inv.Mar 06 '24Sale12.0114,000168,08756,283Mar 08 04:36 PM
Montgomery John PorterChief Operating OfficerSep 11 '23Sale9.908278,18575,816Sep 12 04:50 PM
Montgomery John PorterChief Operating OfficerSep 06 '23Sale9.908408,31776,143Sep 12 04:50 PM
Bennett LeahPresident-Westwood Wealth MgmtAug 09 '23Sale10.978509,32737,962Aug 11 04:09 PM
Last Close
May 03 04:00PM ET
75.07
Dollar change
+2.60
Percentage change
3.59
%
APP Applovin Corp daily Stock Chart
Index- P/E74.90 EPS (ttm)1.00 Insider Own50.08% Shs Outstand268.77M Perf Week1.69%
Market Cap24.70B Forward P/E23.55 EPS next Y3.19 Insider Trans-20.23% Shs Float164.23M Perf Month3.15%
Income354.88M PEG3.74 EPS next Q0.57 Inst Own43.93% Short Float13.30% Perf Quarter63.69%
Sales3.28B P/S7.52 EPS this Y159.31% Inst Trans-1.00% Short Ratio5.00 Perf Half Y104.55%
Book/sh3.70 P/B20.31 EPS next Y25.43% ROA6.33% Short Interest21.85M Perf Year356.35%
Cash/sh1.53 P/C49.18 EPS next 5Y20.00% ROE22.47% 52W Range16.35 - 79.55 Perf YTD88.38%
Dividend Est.- P/FCF23.36 EPS past 5Y46.35% ROI8.16% 52W High-5.63% Beta1.85
Dividend TTM- Quick Ratio1.71 Sales past 5Y38.82% Gross Margin65.69% 52W Low359.14% ATR (14)3.34
Dividend Ex-Date- Current Ratio1.71 EPS Y/Y TTM300.02% Oper. Margin19.85% RSI (14)58.89 Volatility3.68% 4.76%
Employees1745 Debt/Eq2.66 Sales Y/Y TTM16.54% Profit Margin10.81% Recom1.91 Target Price73.26
Option/ShortYes / Yes LT Debt/Eq2.46 EPS Q/Q330.33% Payout0.00% Rel Volume0.68 Prev Close72.47
Sales Surprise2.65% EPS Surprise41.54% Sales Q/Q35.73% EarningsMay 08 AMC Avg Volume4.37M Price75.07
SMA203.73% SMA5010.38% SMA20060.33% Trades Volume2,970,691 Change3.59%
Date Action Analyst Rating Change Price Target Change
May-02-24Resumed Jefferies Buy $70 → $93
Apr-15-24Initiated Daiwa Securities Neutral $80
Dec-18-23Initiated HSBC Securities Buy $53.20
Aug-22-23Upgrade Jefferies Hold → Buy $20 → $50
Jul-24-23Upgrade BTIG Research Neutral → Buy $34
May-17-23Upgrade BofA Securities Neutral → Buy $21 → $27
Feb-23-23Downgrade UBS Buy → Neutral $59 → $16
Jan-05-23Initiated The Benchmark Company Sell $7
Dec-08-22Downgrade BTIG Research Buy → Neutral
Nov-30-22Initiated Jefferies Hold $14
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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Valenzuela VictoriaCLO & Corp. SecretaryApr 04 '24Sale75.0150,0003,750,500471,560Apr 08 05:11 PM
Stumpf MatthewChief Financial Officer (CFO)Mar 14 '24Option Exercise5.054,68623,664365,039Mar 18 05:23 PM
Chen Herald YPresident & CFOMar 14 '24Sale63.04150,0009,456,60462,418Mar 18 05:23 PM
Stumpf MatthewChief Financial Officer (CFO)Mar 14 '24Sale63.302,775175,658362,264Mar 18 05:23 PM
Vivas EduardoDirectorMar 11 '24Sale60.951,26877,2818,351,954Mar 12 04:24 PM
Valenzuela VictoriaCLO & Corp. SecretaryMar 08 '24Sale65.0025,0001,625,000521,560Mar 12 04:23 PM
Jansen Katie KihoranyChief Marketing OfficerMar 08 '24Sale63.9712,650809,2681,264,284Mar 12 04:24 PM
KKR Denali Holdings L.P.10% OwnerMar 06 '24Sale54.4619,866,3971,081,923,981583,493Mar 08 04:30 PM
KKR Group Partnership L.P.10% OwnerMar 06 '24Sale54.4619,866,3971,081,923,981583,493Mar 08 04:30 PM
Valenzuela VictoriaCLO & Corp. SecretaryFeb 22 '24Sale57.762,890166,926546,560Feb 22 06:10 PM
Billings Craig ScottDirectorFeb 20 '24Sale58.335,550323,7320Feb 22 06:07 PM
Harvey Dawson AlyssaDirectorFeb 20 '24Sale59.1392854,87312,739Feb 22 06:06 PM
Valenzuela VictoriaCLO & Corp. SecretaryFeb 15 '24Sale54.9217,959986,308570,387Feb 20 04:08 PM
Shikin VasilyChief Technology OfficerDec 14 '23Sale39.246,076238,4220Dec 15 04:38 PM
Shikin VasilyChief Technology OfficerDec 13 '23Sale37.10383,53914,228,5466,076Dec 15 04:38 PM
Vivas EduardoDirectorDec 12 '23Sale36.10103,5613,738,5528,352,892Dec 13 04:30 PM
Vivas EduardoDirectorDec 12 '23Sale36.1032811,841123,032Dec 13 04:30 PM
Vivas EduardoDirectorDec 11 '23Sale36.98244,7649,052,4918,456,453Dec 13 04:30 PM
Valenzuela VictoriaCLO & Corp. SecretaryDec 11 '23Sale36.9826,097965,091588,346Dec 13 04:29 PM
Vivas EduardoDirectorDec 11 '23Sale36.9977628,705123,360Dec 13 04:30 PM
Foroughi Arash AdamCEO & ChairpersonNov 28 '23Sale38.76328,61912,736,3496,760,003Nov 29 05:33 PM
Shikin VasilyChief Technology OfficerNov 28 '23Sale38.71300,00011,612,7107,351,446Nov 29 05:43 PM
Foroughi Arash AdamCEO & ChairpersonNov 27 '23Sale39.56325,00012,855,4827,088,622Nov 29 05:33 PM
Jansen Katie KihoranyChief Marketing OfficerNov 24 '23Sale39.3652,1932,054,3161,291,864Nov 28 04:51 PM
Harvey Dawson AlyssaDirectorNov 20 '23Sale39.1692736,30113,307Nov 22 04:36 PM
Billings Craig ScottDirectorNov 14 '23Sale43.095,142221,5700Nov 16 05:52 PM
Vivas EduardoDirectorSep 13 '23Sale41.15377,31815,525,1138,700,860Sep 13 07:22 PM
Vivas EduardoDirectorSep 13 '23Sale41.151,19649,212124,136Sep 13 07:22 PM
Vivas EduardoDirectorSep 12 '23Sale41.76474,35719,809,1489,078,178Sep 13 07:22 PM
Vivas EduardoDirectorSep 12 '23Sale41.761,50462,807125,332Sep 13 07:22 PM
Billings Craig ScottDirectorAug 31 '23Sale42.872028,6590Sep 05 05:00 PM
Jansen Katie KihoranyChief Marketing OfficerAug 23 '23Sale39.8852,1932,081,4571,334,208Aug 25 04:15 PM
Valenzuela VictoriaCLO & Corp. SecretaryAug 22 '23Sale39.7227,5761,095,319570,630Aug 22 04:28 PM
KKR Group Partnership L.P.10% OwnerAug 21 '23Sale36.8515,000,000552,750,0004,570,327Aug 23 04:53 PM
KKR Denali Holdings L.P.10% OwnerAug 21 '23Sale36.8515,000,000552,750,0004,570,327Aug 23 05:01 PM
Shikin VasilyChief Technology OfficerAug 21 '23Sale38.8030,0001,163,9348,539,324Aug 22 04:28 PM
Harvey Dawson AlyssaDirectorAug 21 '23Sale38.5192235,50613,845Aug 22 04:28 PM
KKR Denali Holdings L.P.10% OwnerAug 14 '23Sale37.0010,000,000370,000,00019,644,896Aug 16 04:32 PM
KKR Group Partnership L.P.10% OwnerAug 14 '23Sale37.0010,000,000370,000,00019,644,896Aug 16 04:31 PM
Valenzuela VictoriaCLO & Corp. SecretaryJul 27 '23Sale30.9425,000773,500659,533Jul 31 04:24 PM
Shikin VasilyChief Technology OfficerJun 13 '23Sale22.5430,000676,0928,672,832Jun 15 04:15 PM
Harvey Dawson AlyssaDirectorJun 13 '23Sale22.715,188117,81913,789Jun 15 04:15 PM
KKR Group Partnership L.P.10% OwnerJun 01 '23Sale23.0015,000,000345,000,00029,782,619Jun 05 05:02 PM
KKR Denali Holdings L.P.10% OwnerJun 01 '23Sale23.0015,000,000345,000,00029,782,619Jun 05 05:02 PM
Valenzuela VictoriaCLO & Corp. SecretaryMay 24 '23Sale24.4352,1931,275,075684,533May 26 05:13 PM
Jansen Katie KihoranyChief Marketing OfficerMay 23 '23Sale25.0452,1931,307,1481,449,373May 23 05:57 PM
KKR Denali Holdings L.P.10% OwnerMay 17 '23Sale21.0015,952,381335,000,00144,782,619May 19 05:01 PM
KKR Group Partnership L.P.10% OwnerMay 17 '23Sale21.0015,952,381335,000,00144,782,619May 19 05:00 PM
Valenzuela VictoriaCLO & Corp. SecretaryMay 11 '23Sale21.9150,0001,095,328798,054May 15 04:33 PM
Last Close
May 03 04:00PM ET
32.55
Dollar change
+0.59
Percentage change
1.85
%
JHG Janus Henderson Group plc daily Stock Chart
Index- P/E12.30 EPS (ttm)2.65 Insider Own0.26% Shs Outstand163.30M Perf Week2.71%
Market Cap5.26B Forward P/E10.96 EPS next Y2.97 Insider Trans-14.29% Shs Float161.32M Perf Month0.84%
Income422.70M PEG2.58 EPS next Q0.72 Inst Own89.26% Short Float2.76% Perf Quarter8.21%
Sales2.21B P/S2.39 EPS this Y8.44% Inst Trans1.55% Short Ratio3.83 Perf Half Y34.73%
Book/sh27.56 P/B1.18 EPS next Y4.10% ROA6.70% Short Interest4.45M Perf Year23.58%
Cash/sh10.21 P/C3.19 EPS next 5Y4.76% ROE9.59% 52W Range22.17 - 33.25 Perf YTD7.96%
Dividend Est.1.58 (4.85%) P/FCF9.84 EPS past 5Y-1.88% ROI8.93% 52W High-2.11% Beta1.48
Dividend TTM1.56 (4.79%) Quick Ratio- Sales past 5Y-0.06% Gross Margin75.69% 52W Low46.79% ATR (14)0.73
Dividend Ex-DateFeb 09, 2024 Current Ratio- EPS Y/Y TTM24.14% Oper. Margin24.97% RSI (14)59.41 Volatility2.45% 2.08%
Employees2196 Debt/Eq0.07 Sales Y/Y TTM9.43% Profit Margin19.16% Recom3.55 Target Price31.80
Option/ShortYes / Yes LT Debt/Eq0.07 EPS Q/Q52.10% Payout65.75% Rel Volume0.94 Prev Close31.96
Sales Surprise0.82% EPS Surprise15.26% Sales Q/Q11.84% EarningsMay 02 BMO Avg Volume1.16M Price32.55
SMA203.00% SMA502.56% SMA20014.82% Trades Volume1,092,796 Change1.85%
Date Action Analyst Rating Change Price Target Change
Feb-02-24Upgrade JP Morgan Underweight → Neutral $28 → $31
Jan-05-24Initiated UBS Sell $25
Jan-04-24Initiated TD Cowen Market Perform $30
Nov-06-23Upgrade CLSA Underperform → Outperform
May-08-23Upgrade Credit Suisse Underperform → Neutral $22 → $23
Dec-15-22Initiated Wells Fargo Underweight $24
Oct-19-22Resumed Credit Suisse Underperform $19 → $18
Oct-05-22Downgrade Credit Suisse Neutral → Underperform $19
Sep-07-22Resumed BofA Securities Neutral $26
Jul-29-22Downgrade Citigroup Neutral → Sell $23.20 → $22.10
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Janus Henderson Group Plc is a global active asset manager offering investment solutions including equities, fixed income, multi-asset and alternative asset class strategies. The company was founded in 1934 and is headquartered in London, the United Kingdom.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Hughes Brennan A.CHIEF ACCOUNTING OFFICERMar 06 '24Sale32.271,81258,4643,535Mar 07 05:31 PM
FOGO GEORGINACHIEF RISK OFFICERMar 01 '24Sale31.073,02994,120124,230Mar 04 05:17 PM
THOMPSON ROGER MJCHIEF FINANCIAL OFFICERMar 01 '24Sale31.072,80687,191145,304Mar 04 05:17 PM
THOMPSON ROGER MJCHIEF FINANCIAL OFFICERFeb 28 '24Sale30.9330,656948,270126,439Mar 01 05:09 PM
FOGO GEORGINACHIEF RISK OFFICERFeb 28 '24Sale30.9322,076682,868101,623Mar 01 05:11 PM
LOWRY JAMES RGLOBAL CHIEF OPERATING OFFICERFeb 28 '24Sale30.939,754301,71735,265Mar 01 05:08 PM
FOGO GEORGINAChief Risk OfficerJul 03 '23Sale27.355,043137,926123,377Jul 06 04:26 PM
Hughes Brennan A.Chief Accounting OfficerMay 08 '23Sale26.691,87450,0104,570May 09 06:08 PM
Last Close
May 03 04:00PM ET
226.60
Dollar change
+3.32
Percentage change
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VRTS Virtus Investment Partners Inc daily Stock Chart
IndexRUT P/E13.65 EPS (ttm)16.60 Insider Own6.08% Shs Outstand7.09M Perf Week-0.43%
Market Cap1.61B Forward P/E7.88 EPS next Y28.77 Insider Trans-2.31% Shs Float6.66M Perf Month-5.84%
Income121.86M PEG0.40 EPS next Q6.78 Inst Own82.48% Short Float1.26% Perf Quarter-1.90%
Sales873.24M P/S1.84 EPS this Y20.90% Inst Trans-6.17% Short Ratio1.44 Perf Half Y21.22%
Book/sh121.89 P/B1.86 EPS next Y8.85% ROA3.39% Short Interest0.08M Perf Year30.92%
Cash/sh48.10 P/C4.71 EPS next 5Y34.20% ROE14.26% 52W Range165.00 - 263.39 Perf YTD-6.27%
Dividend Est.7.89 (3.48%) P/FCF6.99 EPS past 5Y17.58% ROI10.79% 52W High-13.97% Beta1.45
Dividend TTM7.35 (3.24%) Quick Ratio- Sales past 5Y12.64% Gross Margin80.98% 52W Low37.33% ATR (14)7.21
Dividend Ex-DateApr 29, 2024 Current Ratio- EPS Y/Y TTM0.07% Oper. Margin17.76% RSI (14)46.84 Volatility2.39% 2.83%
Employees824 Debt/Eq0.30 Sales Y/Y TTM8.93% Profit Margin13.95% Recom3.00 Target Price246.00
Option/ShortNo / Yes LT Debt/Eq0.30 EPS Q/Q-21.34% Payout40.09% Rel Volume0.43 Prev Close223.28
Sales Surprise8.41% EPS Surprise0.06% Sales Q/Q11.74% EarningsApr 26 BMO Avg Volume58.41K Price226.60
SMA20-0.53% SMA50-3.42% SMA2005.01% Trades Volume25,173 Change1.49%
Date Action Analyst Rating Change Price Target Change
Apr-08-24Downgrade TD Cowen Buy → Hold $285 → $264
Jan-04-24Initiated TD Cowen Outperform $289
Dec-20-23Resumed Piper Sandler Overweight $264
Mar-27-23Upgrade Piper Sandler Neutral → Overweight $248 → $260
Feb-06-23Downgrade Piper Sandler Overweight → Neutral $248
Apr-08-22Downgrade Morgan Stanley Overweight → Underweight $393 → $240
Aug-05-21Upgrade Morgan Stanley Equal-Weight → Overweight $400
Feb-03-20Upgrade Barclays Equal Weight → Overweight $145
Oct-14-19Upgrade BofA/Merrill Neutral → Buy
Oct-08-19Reiterated BofA/Merrill Neutral $123 → $110
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Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
ZARRILLI STEPHEN TDirectorMar 06 '24Sale248.402,150534,0553,549Mar 07 04:49 PM
Angerthal Michael AEVP, CFO & TreasurerFeb 05 '24Sale232.518,0491,871,47169,897Feb 05 06:43 PM
Last Close
May 03 04:00PM ET
32.89
Dollar change
-0.11
Percentage change
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%
FHI Federated Hermes Inc daily Stock Chart
Index- P/E9.37 EPS (ttm)3.51 Insider Own4.26% Shs Outstand84.84M Perf Week0.27%
Market Cap2.77B Forward P/E8.10 EPS next Y4.06 Insider Trans-4.26% Shs Float80.59M Perf Month-8.64%
Income290.63M PEG0.83 EPS next Q0.87 Inst Own78.29% Short Float2.94% Perf Quarter-6.03%
Sales1.63B P/S1.70 EPS this Y8.69% Inst Trans-3.04% Short Ratio2.88 Perf Half Y4.38%
Book/sh13.63 P/B2.41 EPS next Y9.90% ROA14.23% Short Interest2.37M Perf Year-18.61%
Cash/sh6.68 P/C4.93 EPS next 5Y11.29% ROE25.79% 52W Range30.23 - 41.41 Perf YTD-2.86%
Dividend Est.1.70 (5.18%) P/FCF8.85 EPS past 5Y9.33% ROI18.34% 52W High-20.57% Beta1.17
Dividend TTM1.12 (3.41%) Quick Ratio- Sales past 5Y7.62% Gross Margin75.56% 52W Low8.80% ATR (14)0.75
Dividend Ex-DateMay 07, 2024 Current Ratio- EPS Y/Y TTM24.10% Oper. Margin25.25% RSI (14)30.31 Volatility2.13% 2.17%
Employees2025 Debt/Eq0.40 Sales Y/Y TTM8.48% Profit Margin17.88% Recom2.20 Target Price38.88
Option/ShortYes / Yes LT Debt/Eq0.38 EPS Q/Q13.97% Payout32.66% Rel Volume1.01 Prev Close33.00
Sales Surprise-0.97% EPS Surprise0.03% Sales Q/Q4.19% EarningsApr 25 AMC Avg Volume822.42K Price32.89
SMA20-5.72% SMA50-7.07% SMA200-3.63% Trades Volume830,325 Change-0.33%
Date Action Analyst Rating Change Price Target Change
Jan-05-24Initiated UBS Neutral $35
Jan-04-24Initiated TD Cowen Market Perform $32
Apr-11-23Upgrade JP Morgan Underweight → Overweight $35 → $47
Jun-29-22Upgrade Keefe Bruyette Mkt Perform → Outperform $32 → $40
Apr-12-22Downgrade Citigroup Neutral → Sell $198.50 → $28.50
Mar-09-22Resumed Citigroup Neutral $29.50
Dec-17-21Upgrade Deutsche Bank Hold → Buy $35 → $45
Apr-19-21Downgrade JP Morgan Neutral → Underweight $27
Oct-16-20Downgrade JP Morgan Overweight → Neutral $29
May-06-20Upgrade JP Morgan Neutral → Overweight $23 → $27
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Federated Hermes, Inc. is engaged in the provision of investment management products and related financial services. It sponsors, markets and provides investment-related services to sponsored investment companies, federated funds, and separate accounts which include separately managed accounts, institutional accounts, sub-advised funds and other managed products in both domestic and international markets. The company was founded by John F. Donahue and Richard B. Fisher in October 1955 and is headquartered in Pittsburgh, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Uhlman Paul AVice PresidentMar 05 '24Sale36.2013,820500,327276,084Mar 07 04:10 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.Mar 05 '24Sale36.158,302300,105178,176Mar 07 04:08 PM
Germain Peter JEVP, CLO & Sec.Mar 05 '24Sale36.145,305191,730213,036Mar 07 04:48 PM
Novak Richard APrincipal Accounting OfficerMar 05 '24Sale36.0790832,75449,068Mar 07 04:05 PM
Van Meter StephenVP, Chief Compliance OfficerMar 05 '24Sale36.0843515,69531,254Mar 07 04:46 PM
Uhlman Paul AVice PresidentFeb 07 '24Sale35.2690,7453,200,014289,904Feb 08 04:42 PM
Van Meter StephenVP, Chief Compliance OfficerJan 30 '24Sale36.151,66060,01031,689Jan 30 07:50 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.Nov 21 '23Sale31.752,64283,885186,478Nov 21 04:17 PM
FISHER JOHN BVice PresidentNov 20 '23Sale31.917,622243,246522,400Nov 21 04:10 PM
Ceresino Gordon JVice ChairmanNov 20 '23Sale31.916,899220,144134,073Nov 21 04:09 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.Nov 20 '23Sale31.926,514207,898189,120Nov 21 04:17 PM
Uhlman Paul AVice PresidentNov 20 '23Sale31.905,925189,021380,649Nov 21 04:14 PM
Germain Peter JEVP, CLO & Sec.Nov 20 '23Sale31.915,254167,630218,341Nov 21 04:11 PM
Novak Richard APrincipal Accounting OfficerNov 20 '23Sale31.981,37844,06549,976Nov 21 04:13 PM
Van Meter StephenVP, Chief Compliance OfficerNov 20 '23Sale32.0496530,91833,349Nov 21 04:16 PM
Dudiak Dolores DVice PresidentNov 20 '23Sale32.0177424,77679,678Nov 21 04:09 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.Sep 05 '23Sale34.737,800270,905185,634Sep 06 05:29 PM
Van Meter StephenVP, Chief Compliance OfficerAug 02 '23Sale33.17742,45434,314Aug 02 04:01 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.Jul 03 '23Sale36.1043,1351,557,277193,434Jul 03 04:26 PM
Uhlman Paul AVice PresidentJun 16 '23Sale38.541,00438,697368,074Jun 16 04:15 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 26 '23Sale35.9852,9631,905,8360May 30 04:42 PM
Germain Peter JEVP, CLO & Sec.May 26 '23Sale35.472,38084,421205,095May 26 04:18 PM
Uhlman Paul AVice PresidentMay 26 '23Sale35.3999535,210369,078May 26 04:20 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 25 '23Sale35.3875,0002,653,19252,963May 26 04:09 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 24 '23Sale35.3525,000883,668127,963May 26 04:09 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 19 '23Sale36.4150,0001,820,670152,963May 22 05:11 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 18 '23Sale36.7175,0002,753,378202,963May 22 05:11 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 12 '23Sale37.5030,5611,145,982277,963May 15 07:44 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 11 '23Sale37.4950,0001,874,505308,524May 12 04:05 PM
Nusseibeh Saker AnwarCEO, Hermes Fund Managers Ltd.May 11 '23Sale37.4820,000749,556236,569May 12 04:07 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 10 '23Sale38.0250,0001,900,820358,524May 12 04:05 PM
DONAHUE J CHRISTOPHERChairman, President & CEOMay 04 '23Sale39.5715,340607,074408,524May 05 04:08 PM
Van Meter StephenVP, Chief Compliance OfficerMay 04 '23Sale39.394,480176,48834,388May 04 04:03 PM
Last Close
May 03 04:00PM ET
10.14
Dollar change
-0.02
Percentage change
-0.20
%
BMBL Bumble Inc daily Stock Chart
IndexRUT P/E- EPS (ttm)-0.09 Insider Own28.53% Shs Outstand130.69M Perf Week-3.34%
Market Cap1.31B Forward P/E10.81 EPS next Y0.94 Insider Trans-46.90% Shs Float92.49M Perf Month-6.20%
Income-4.22M PEG- EPS next Q0.07 Inst Own72.45% Short Float13.35% Perf Quarter-26.04%
Sales1.05B P/S1.25 EPS this Y2184.14% Inst Trans-2.42% Short Ratio4.04 Perf Half Y-21.40%
Book/sh12.51 P/B0.81 EPS next Y50.05% ROA-0.12% Short Interest12.35M Perf Year-42.78%
Cash/sh2.75 P/C3.69 EPS next 5Y- ROE-0.26% 52W Range9.93 - 21.06 Perf YTD-31.21%
Dividend Est.- P/FCF7.85 EPS past 5Y- ROI-0.19% 52W High-51.84% Beta1.68
Dividend TTM- Quick Ratio2.01 Sales past 5Y21.23% Gross Margin64.27% 52W Low2.11% ATR (14)0.38
Dividend Ex-Date- Current Ratio2.01 EPS Y/Y TTM93.55% Oper. Margin8.70% RSI (14)39.52 Volatility3.48% 3.70%
Employees980 Debt/Eq0.39 Sales Y/Y TTM16.11% Profit Margin-0.40% Recom1.84 Target Price15.38
Option/ShortYes / Yes LT Debt/Eq0.38 EPS Q/Q76.62% Payout- Rel Volume1.28 Prev Close10.16
Sales Surprise-0.61% EPS Surprise-260.61% Sales Q/Q13.25% EarningsMay 08 AMC Avg Volume3.06M Price10.14
SMA20-2.46% SMA50-7.15% SMA200-27.21% Trades Volume3,923,265 Change-0.20%
Date Action Analyst Rating Change Price Target Change
Apr-18-24Resumed Morgan Stanley Equal-Weight $16 → $13
Apr-04-24Downgrade Raymond James Outperform → Mkt Perform
Feb-28-24Reiterated BTIG Research Buy $20 → $15
Dec-07-23Initiated Wells Fargo Overweight $19
Oct-19-23Resumed BofA Securities Neutral $17
Sep-29-23Upgrade Loop Capital Hold → Buy $18
Sep-26-23Initiated HSBC Securities Buy $20.30
Aug-09-23Reiterated RBC Capital Mkts Outperform $27 → $23
Jun-21-23Resumed Wolfe Research Peer Perform
Apr-11-23Initiated Robert W. Baird Outperform $23
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Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The firm segments its business geographically into North America and the Rest of the World. The company was founded by Whitney Wolfe Herd in 2014 and is headquartered in Austin, TX.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
BTOA - NQ L.L.C.10% OwnerMar 03 '24Sale11.102,509,31627,845,37812,802Mar 05 06:16 PM
BCP Buzz Holdings L.P.10% OwnerMar 03 '24Sale11.102,509,31627,845,37812,802Mar 05 06:21 PM
BX Buzz ML-1 GP LLC10% OwnerMar 03 '24Sale11.102,509,31627,845,37812,802Mar 05 06:34 PM
BX Buzz ML-1 Holdco L.P.10% OwnerMar 03 '24Sale11.102,509,31627,845,37812,802Mar 05 06:32 PM
Blackstone Holdings III GP Man10% OwnerMar 03 '24Sale11.102,509,31627,845,37812,802Mar 05 06:24 PM
BX Buzz ML-1 Holdco L.P.10% OwnerDec 03 '23Sale13.884,012,10155,690,77013,869Dec 05 04:30 PM
BCP Buzz Holdings L.P.10% OwnerDec 03 '23Sale13.884,012,10155,690,77013,869Dec 05 04:30 PM
Blackstone Holdings III GP Man10% OwnerDec 03 '23Sale13.884,012,10155,690,77013,869Dec 05 04:30 PM
BTOA - NQ L.L.C.10% OwnerDec 03 '23Sale13.884,012,10155,690,77013,869Dec 05 04:30 PM
BX Buzz ML-1 GP LLC10% OwnerDec 03 '23Sale13.884,012,10155,690,77013,869Dec 05 04:30 PM
Bromberg Matthew SDirectorMay 10 '23Sale17.1712,096207,6540May 10 07:39 PM
Last Close
May 03 04:00PM ET
33.96
Dollar change
+0.01
Percentage change
0.03
%
AMK Assetmark Financial Holdings Inc daily Stock Chart
IndexRUT P/E17.65 EPS (ttm)1.92 Insider Own70.39% Shs Outstand74.37M Perf Week0.09%
Market Cap2.53B Forward P/E12.19 EPS next Y2.79 Insider Trans-0.05% Shs Float22.03M Perf Month-1.57%
Income143.86M PEG0.55 EPS next Q0.65 Inst Own29.24% Short Float0.79% Perf Quarter9.23%
Sales722.20M P/S3.50 EPS this Y13.91% Inst Trans-6.86% Short Ratio0.48 Perf Half Y42.75%
Book/sh17.60 P/B1.93 EPS next Y6.30% ROA9.09% Short Interest0.17M Perf Year17.79%
Cash/sh3.81 P/C8.92 EPS next 5Y32.26% ROE11.71% 52W Range22.92 - 37.54 Perf YTD13.39%
Dividend Est.- P/FCF14.09 EPS past 5Y26.19% ROI10.07% 52W High-9.54% Beta1.11
Dividend TTM- Quick Ratio3.84 Sales past 5Y14.44% Gross Margin45.21% 52W Low48.17% ATR (14)0.68
Dividend Ex-Date- Current Ratio4.65 EPS Y/Y TTM45.52% Oper. Margin29.23% RSI (14)42.04 Volatility0.78% 2.30%
Employees990 Debt/Eq0.09 Sales Y/Y TTM11.70% Profit Margin19.92% Recom2.50 Target Price36.70
Option/ShortYes / Yes LT Debt/Eq0.09 EPS Q/Q117.79% Payout0.00% Rel Volume1.11 Prev Close33.95
Sales Surprise0.78% EPS Surprise-0.41% Sales Q/Q7.76% EarningsMay 01 AMC Avg Volume364.57K Price33.96
SMA20-3.06% SMA50-3.36% SMA20014.92% Trades Volume404,225 Change0.03%
Date Action Analyst Rating Change Price Target Change
Apr-26-24Downgrade JP Morgan Overweight → Neutral $37
Apr-25-24Downgrade William Blair Outperform → Mkt Perform
Jan-23-23Upgrade JP Morgan Neutral → Overweight $24 → $32
Jul-25-22Resumed William Blair Outperform
May-11-21Upgrade Raymond James Outperform → Strong Buy $34
Dec-18-20Initiated Truist Hold $27
Sep-23-20Initiated Jefferies Hold $24
Aug-05-20Downgrade JP Morgan Overweight → Neutral $27
Dec-13-19Upgrade JP Morgan Neutral → Overweight $30 → $31
Oct-08-19Initiated BMO Capital Markets Market Perform
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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Kim MichaelCEO and PresidentMar 04 '24Sale35.1811,833416,285364,777Mar 05 05:10 PM
Hansen Carrie E.EVP, Chief Operating OfficerDec 06 '23Sale26.1811,500301,070145,193Dec 07 05:43 PM
McNatt Joel David JREVP, Investment SolutionsNov 17 '23Sale25.174,000100,68056,319Jan 26 05:31 PM
Angus Ted F.EVP, General CounselJun 14 '23Sale28.167,265204,582123,445Jun 15 04:47 PM
Wolfsen Natalie GraceEVP, Chief Executive OfficerJun 09 '23Sale29.611,34839,914430,734Jun 12 07:41 PM
Kim MichaelPresident & CCOJun 09 '23Sale29.611,34839,914334,308Jun 12 07:41 PM
Hansen Carrie E.EVP, Chief Operating OfficerJun 09 '23Sale29.6185525,317156,693Jun 12 07:09 PM
Mehta MukeshEVP, Chief Information OfficerJun 09 '23Sale29.6185525,317313,671Jun 12 07:08 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 09 '23Sale29.6185525,317100,581Jun 12 07:42 PM
Angus Ted F.EVP, General CounselJun 09 '23Sale29.6185525,317130,710Jun 12 07:08 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 09 '23Sale29.613008,88369,295Jun 12 07:06 PM
McNatt Joel David JREVP, Investment SolutionsJun 09 '23Sale29.613008,88360,319Jun 12 07:07 PM
Wolfsen Natalie GraceEVP, Chief Executive OfficerJun 08 '23Sale30.047,186215,867432,082Jun 12 07:41 PM
Kim MichaelPresident & CCOJun 08 '23Sale30.044,979149,569335,656Jun 12 07:41 PM
Zyla Gary G.EVP, Chief Financial OfficerJun 08 '23Sale30.043,31899,673101,436Jun 12 07:42 PM
Mehta MukeshEVP, Chief Information OfficerJun 08 '23Sale30.043,31899,673314,526Jun 12 07:08 PM
Hansen Carrie E.EVP, Chief Operating OfficerJun 08 '23Sale30.043,31899,673157,548Jun 12 07:09 PM
Angus Ted F.EVP, General CounselJun 08 '23Sale30.043,31899,673131,565Jun 12 07:08 PM
McNatt Joel David JREVP, Investment SolutionsJun 08 '23Sale30.041,45643,73860,619Jun 12 07:07 PM
Minta-Jacobs EsiEVP, HR & Project ManagementJun 08 '23Sale30.041,05731,75269,595Jun 12 07:06 PM
Minta-Jacobs EsiEVP, HR & Project ManagementMay 17 '23Sale28.126,000168,72058,596May 18 07:13 PM
Angus Ted F.EVP, General CounselMay 17 '23Sale28.125,637158,51296,991May 18 07:14 PM
Zyla Gary G.EVP, Chief Financial OfficerMay 08 '23Sale26.838,958240,34389,597May 10 04:56 PM
Last Close
May 03 04:00PM ET
99.53
Dollar change
+1.07
Percentage change
1.09
%
PJT PJT Partners Inc daily Stock Chart
IndexRUT P/E26.62 EPS (ttm)3.74 Insider Own7.85% Shs Outstand24.19M Perf Week5.78%
Market Cap2.40B Forward P/E20.26 EPS next Y4.91 Insider Trans-2.22% Shs Float22.20M Perf Month4.79%
Income97.09M PEG1.09 EPS next Q0.66 Inst Own88.80% Short Float7.20% Perf Quarter-0.49%
Sales1.28B P/S1.87 EPS this Y19.29% Inst Trans0.91% Short Ratio5.30 Perf Half Y23.52%
Book/sh10.12 P/B9.84 EPS next Y25.91% ROA6.38% Short Interest1.60M Perf Year61.29%
Cash/sh9.79 P/C10.16 EPS next 5Y24.40% ROE38.07% 52W Range59.61 - 107.35 Perf YTD-2.30%
Dividend Est.1.25 (1.26%) P/FCF5.48 EPS past 5Y21.83% ROI17.78% 52W High-7.28% Beta0.62
Dividend TTM1.00 (1.00%) Quick Ratio- Sales past 5Y16.07% Gross Margin- 52W Low66.97% ATR (14)2.76
Dividend Ex-DateMar 05, 2024 Current Ratio- EPS Y/Y TTM16.87% Oper. Margin15.78% RSI (14)62.51 Volatility3.00% 2.32%
Employees1012 Debt/Eq1.35 Sales Y/Y TTM30.99% Profit Margin7.57% Recom3.33 Target Price94.80
Option/ShortYes / Yes LT Debt/Eq1.23 EPS Q/Q83.38% Payout32.01% Rel Volume1.12 Prev Close98.46
Sales Surprise43.64% EPS Surprise119.34% Sales Q/Q64.71% EarningsMay 02 BMO Avg Volume301.55K Price99.53
SMA205.09% SMA502.78% SMA20012.12% Trades Volume339,091 Change1.09%
Date Action Analyst Rating Change Price Target Change
Mar-26-24Downgrade UBS Neutral → Sell $100 → $75
Jan-29-24Resumed Keefe Bruyette Mkt Perform $101
Jan-09-24Downgrade Goldman Buy → Neutral
Jan-03-24Downgrade Wolfe Research Peer Perform → Underperform $89
Dec-05-23Downgrade Seaport Research Partners Buy → Neutral
Oct-03-23Initiated UBS Neutral $84
Jul-26-23Downgrade Wolfe Research Outperform → Peer Perform
Apr-07-22Upgrade Wolfe Research Peer Perform → Outperform $83
Apr-06-22Upgrade Keefe Bruyette Mkt Perform → Outperform $79
Nov-16-21Downgrade Keefe Bruyette Outperform → Mkt Perform $92
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PJT Partners, Inc. is a holding company, which engages in the provision of advisory-investment solutions. It specializes in strategic advisory, shareholder engagement, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments. It operates through International and Domestic segments. The company was founded on November 5, 2014 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Lee Ji-YeunManaging PartnerMar 01 '24Sale104.5810,0001,045,75073,421Mar 04 05:17 PM
Meates Helen TChief Financial OfficerMar 01 '24Sale104.345,000521,70043,821Mar 04 05:17 PM
Meates Helen TChief Financial OfficerFeb 29 '24Sale105.5112,9261,363,82248,821Mar 04 05:17 PM
Travin David AdamGeneral CounselFeb 08 '24Sale93.215,000466,0501,541Feb 12 06:21 AM
Lee Ji-YeunManaging PartnerDec 01 '23Sale89.7610,000897,60483,421Dec 04 05:22 PM
Lee Ji-YeunManaging PartnerSep 01 '23Sale79.6110,000796,14493,421Sep 05 05:30 PM
Lee Ji-YeunManaging PartnerJul 13 '23Sale75.182,066155,322103,421Jul 14 05:30 PM
Lee Ji-YeunManaging PartnerJul 12 '23Sale75.037,934595,288105,487Jul 14 05:30 PM
Last Close
May 03 04:00PM ET
131.90
Dollar change
+1.35
Percentage change
1.03
%
HLI Houlihan Lokey Inc daily Stock Chart
Index- P/E32.73 EPS (ttm)4.03 Insider Own24.82% Shs Outstand69.23M Perf Week4.10%
Market Cap9.13B Forward P/E23.01 EPS next Y5.73 Insider Trans-0.19% Shs Float52.05M Perf Month2.16%
Income273.88M PEG3.76 EPS next Q1.23 Inst Own79.37% Short Float2.59% Perf Quarter3.94%
Sales1.84B P/S4.96 EPS this Y-0.62% Inst Trans-0.85% Short Ratio4.14 Perf Half Y29.34%
Book/sh25.59 P/B5.15 EPS next Y27.08% ROA9.73% Short Interest1.35M Perf Year50.69%
Cash/sh8.03 P/C16.43 EPS next 5Y8.70% ROE16.55% 52W Range84.89 - 133.80 Perf YTD10.00%
Dividend Est.2.20 (1.67%) P/FCF34.11 EPS past 5Y7.67% ROI12.54% 52W High-1.42% Beta0.66
Dividend TTM2.20 (1.67%) Quick Ratio- Sales past 5Y16.76% Gross Margin- 52W Low55.37% ATR (14)2.66
Dividend Ex-DateFeb 29, 2024 Current Ratio- EPS Y/Y TTM4.66% Oper. Margin19.07% RSI (14)62.87 Volatility1.79% 2.06%
Employees2610 Debt/Eq0.24 Sales Y/Y TTM0.18% Profit Margin14.89% Recom2.75 Target Price131.33
Option/ShortYes / Yes LT Debt/Eq0.23 EPS Q/Q15.34% Payout56.36% Rel Volume0.84 Prev Close130.55
Sales Surprise3.67% EPS Surprise6.49% Sales Q/Q12.03% EarningsMay 08 AMC Avg Volume325.04K Price131.90
SMA203.64% SMA503.99% SMA20015.46% Trades Volume272,338 Change1.03%
Date Action Analyst Rating Change Price Target Change
Jan-29-24Resumed Keefe Bruyette Mkt Perform
Jul-18-22Upgrade Morgan Stanley Underweight → Equal-Weight $95 → $82
Apr-07-22Downgrade Piper Sandler Neutral → Underweight $92 → $76
Jan-06-22Upgrade Goldman Neutral → Buy $116 → $126
Jan-04-22Upgrade UBS Neutral → Buy $120 → $116
Oct-29-21Upgrade Keefe Bruyette Underperform → Mkt Perform $86 → $110
Jul-14-21Downgrade Keefe Bruyette Mkt Perform → Underperform $80
Mar-19-21Downgrade Goldman Buy → Neutral $82 → $73
Jan-05-21Downgrade Wolfe Research Peer Perform → Underperform $57 → $63
Dec-16-20Initiated Seaport Global Securities Neutral
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Houlihan Lokey, Inc. engages in the provision of investment banking services. It operates through the following segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment provides general financial advisory services in addition to advice on mergers and acquisitions and capital markets offering. The Financial Restructuring segment provides advice to debtors, creditors, and parties-in-interest in connection with recapitalization or deleveraging transactions. The Financial Valuation and Advisory Services segment provides valuation of various assets including companies, illiquid debt and equity securities and intellectual property. The company was founded in 1972 and is headquartered in Los Angeles, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
CRAIN CHRISTOPHER MGENERAL COUNSELMar 01 '24Sale128.941,000128,9400Mar 01 07:09 PM
GOLD IRWINEXECUTIVE CHAIRMANDec 27 '23Sale122.1810,0001,221,8000Dec 27 06:05 PM
CRAIN CHRISTOPHER MGENERAL COUNSELDec 19 '23Sale120.121,500180,1800Dec 19 06:51 PM
CRAIN CHRISTOPHER MGENERAL COUNSELDec 01 '23Sale107.171,000107,1700Dec 04 08:09 PM
ALLEY J LINDSEYChief Financial OfficerNov 30 '23Sale107.4810,0001,074,8000Nov 30 05:40 PM
BEISER SCOTT LCHIEF EXECUTIVE OFFICERNov 03 '23Sale105.789,084960,9060Nov 06 05:07 PM
CRAIN CHRISTOPHER MGENERAL COUNSELAug 16 '23Sale100.661,000100,6600Aug 16 04:14 PM
GOLD IRWINEXECUTIVE CHAIRMANJun 07 '23Sale91.2310,000912,3000Jun 08 08:55 PM
CRAIN CHRISTOPHER MGENERAL COUNSELJun 05 '23Sale90.741,00090,7400Jun 06 05:30 PM
GOLD IRWINEXECUTIVE CHAIRMANJun 02 '23Sale90.095,389485,4950Jun 06 05:29 PM
Last Close
May 03 04:00PM ET
51.58
Dollar change
-0.28
Percentage change
-0.54
%
MC Moelis & Co daily Stock Chart
IndexRUT P/E- EPS (ttm)-0.19 Insider Own0.55% Shs Outstand70.35M Perf Week3.68%
Market Cap3.63B Forward P/E20.58 EPS next Y2.51 Insider Trans-65.32% Shs Float69.97M Perf Month-7.41%
Income-11.80M PEG- EPS next Q0.12 Inst Own102.11% Short Float8.20% Perf Quarter-9.29%
Sales884.41M P/S4.10 EPS this Y652.19% Inst Trans0.96% Short Ratio8.21 Perf Half Y21.08%
Book/sh5.18 P/B9.96 EPS next Y126.93% ROA-1.18% Short Interest5.73M Perf Year43.08%
Cash/sh1.47 P/C35.14 EPS next 5Y-4.70% ROE-3.04% 52W Range33.87 - 58.67 Perf YTD-8.11%
Dividend Est.2.38 (4.61%) P/FCF29.11 EPS past 5Y- ROI-2.11% 52W High-12.08% Beta1.33
Dividend TTM3.00 (5.82%) Quick Ratio- Sales past 5Y5.32% Gross Margin- 52W Low52.29% ATR (14)1.75
Dividend Ex-DateFeb 16, 2024 Current Ratio- EPS Y/Y TTM-113.27% Oper. Margin-3.68% RSI (14)46.28 Volatility2.86% 3.01%
Employees1161 Debt/Eq0.58 Sales Y/Y TTM1.54% Profit Margin-1.33% Recom3.75 Target Price52.00
Option/ShortYes / Yes LT Debt/Eq0.53 EPS Q/Q330.02% Payout- Rel Volume0.67 Prev Close51.86
Sales Surprise-0.83% EPS Surprise68.58% Sales Q/Q15.79% EarningsApr 24 AMC Avg Volume698.05K Price51.58
SMA20-1.72% SMA50-3.85% SMA2003.04% Trades Volume466,794 Change-0.54%
Date Action Analyst Rating Change Price Target Change
Mar-13-24Upgrade Goldman Sell → Neutral $53 → $58
Jan-29-24Resumed Keefe Bruyette Mkt Perform $56
Jan-11-23Downgrade Goldman Neutral → Sell $40 → $37
Nov-03-22Downgrade Keefe Bruyette Mkt Perform → Underperform $40 → $37
Sep-23-22Downgrade UBS Neutral → Sell $43 → $35
Jul-18-22Downgrade Morgan Stanley Equal-Weight → Underweight $53 → $36
Jul-11-22Downgrade Wolfe Research Peer Perform → Underperform $42
Jul-06-22Downgrade UBS Buy → Neutral $54 → $40
Apr-28-22Downgrade Piper Sandler Overweight → Neutral $52 → $50
Apr-06-22Downgrade Keefe Bruyette Outperform → Mkt Perform $57
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Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
MAHMOODZADEGAN NAVIDCo-President, MDMar 01 '24Sale53.8819,4831,049,74444,980Mar 01 05:58 PM
MOELIS KENNETHChairman, CEOMar 01 '24Sale54.084,000216,32082,441Mar 01 05:59 PM
MOELIS KENNETHChairman, CEOFeb 29 '24Sale54.1175,0004,058,25086,441Mar 01 05:59 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 29 '24Sale54.1150,7722,747,27364,463Mar 01 05:58 PM
RAICH JEFFREYCo-President, MDFeb 29 '24Sale54.2344,7102,424,6230Mar 01 05:54 PM
SIMON JOSEPHChief Financial OfficerFeb 29 '24Sale54.138,573464,0560Mar 01 05:56 PM
RAICH JEFFREYCo-President, MDFeb 23 '24Sale54.6245,0932,462,98044,710Feb 23 08:03 PM
WATANABE OSAMU R.General Counsel, SecretaryFeb 23 '24Sale54.385,869319,156131Feb 23 07:35 PM
MOELIS KENNETHChairman, CEOFeb 23 '24Sale55.0040022,000161,441Feb 23 07:52 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 22 '24Sale54.9210,402571,278115,235Feb 23 08:06 PM
MOELIS KENNETHChairman, CEOFeb 21 '24Sale52.60128,2776,747,370161,810Feb 23 07:52 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 21 '24Sale52.6085,9004,518,340125,637Feb 23 08:06 PM
RAICH JEFFREYCo-President, MDFeb 21 '24Sale52.6039,7812,092,48189,803Feb 23 08:03 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 21 '24Sale54.6820,3111,110,60533,906Feb 21 06:24 PM
Cantor EricVice Chairman, MDFeb 21 '24Sale52.6017,857939,278195,863Feb 23 07:50 PM
SIMON JOSEPHChief Financial OfficerFeb 21 '24Sale52.608,149428,6378,573Feb 23 08:04 PM
WATANABE OSAMU R.General Counsel, SecretaryFeb 21 '24Sale52.607,685404,2316,000Feb 23 07:35 PM
Pilcher Ciafone KatherineChief Operating OfficerFeb 21 '24Sale52.604,798252,3753,666Feb 23 07:34 PM
Callesano ChristopherPrincipal Accounting OfficerFeb 21 '24Sale52.601,14460,174885Feb 23 07:59 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 20 '24Sale55.2925,6421,417,74654,217Feb 21 06:24 PM
MAHMOODZADEGAN NAVIDCo-President, MDFeb 16 '24Sale55.8220,0011,116,45679,859Feb 21 06:24 PM
SIMON JOSEPHChief Financial OfficerFeb 09 '24Sale54.7010,720586,4280Feb 13 06:08 PM
Callesano ChristopherPrincipal Accounting OfficerFeb 08 '24Sale53.591,04055,7340Feb 12 06:40 PM
MOELIS KENNETHChairman, CEONov 13 '23Sale41.6619,675819,6605,308Nov 13 07:54 PM
MOELIS KENNETHChairman, CEONov 10 '23Sale41.5750,0002,078,50024,983Nov 13 07:54 PM
MOELIS KENNETHChairman, CEONov 09 '23Sale42.2023,388986,97474,983Nov 13 07:54 PM
Shropshire KennethDirectorAug 10 '23Sale48.091,41768,1447,157Aug 14 07:50 PM
CRAIN ELIZABETHChief Operating OfficerAug 02 '23Sale48.065,588268,5590Aug 02 08:10 PM
CRAIN ELIZABETHChief Operating OfficerJul 31 '23Sale48.105,588268,7835,588Aug 02 08:10 PM
Last Close
May 03 04:00PM ET
44.17
Dollar change
+0.54
Percentage change
1.24
%
TPG TPG Inc daily Stock Chart
Index- P/E- EPS (ttm)-0.04 Insider Own14.07% Shs Outstand80.60M Perf Week0.68%
Market Cap4.09B Forward P/E16.37 EPS next Y2.70 Insider Trans-39.26% Shs Float79.53M Perf Month0.16%
Income71.48M PEG- EPS next Q0.43 Inst Own52.99% Short Float3.20% Perf Quarter4.87%
Sales2.39B P/S1.71 EPS this Y33.01% Inst Trans1.82% Short Ratio3.16 Perf Half Y56.74%
Book/sh7.19 P/B6.15 EPS next Y29.20% ROA0.83% Short Interest2.55M Perf Year61.62%
Cash/sh7.33 P/C6.03 EPS next 5Y31.29% ROE13.13% 52W Range24.74 - 47.20 Perf YTD2.32%
Dividend Est.1.81 (4.09%) P/FCF20.11 EPS past 5Y- ROI4.17% 52W High-6.42% Beta1.59
Dividend TTM1.34 (3.03%) Quick Ratio- Sales past 5Y29.25% Gross Margin97.96% 52W Low78.54% ATR (14)1.18
Dividend Ex-DateFeb 22, 2024 Current Ratio- EPS Y/Y TTM-18.39% Oper. Margin2.43% RSI (14)52.80 Volatility2.77% 2.67%
Employees1850 Debt/Eq2.18 Sales Y/Y TTM20.24% Profit Margin3.00% Recom2.29 Target Price47.31
Option/ShortYes / Yes LT Debt/Eq1.96 EPS Q/Q211.98% Payout- Rel Volume0.84 Prev Close43.63
Sales Surprise15.25% EPS Surprise26.71% Sales Q/Q133.86% EarningsMay 08 BMO Avg Volume806.40K Price44.17
SMA201.12% SMA50-0.24% SMA20020.96% Trades Volume678,850 Change1.24%
Date Action Analyst Rating Change Price Target Change
Jan-04-24Initiated TD Cowen Market Perform $38
Dec-06-23Resumed BMO Capital Markets Market Perform $36
Nov-30-23Resumed Goldman Buy $43
May-19-23Initiated Citigroup Buy $32
Jan-24-23Downgrade JP Morgan Overweight → Neutral $35 → $34
Oct-19-22Initiated Credit Suisse Neutral $27.50
Oct-17-22Initiated Jefferies Hold $30
Oct-14-22Downgrade Exane BNP Paribas Outperform → Neutral $32
Jun-08-22Initiated JMP Securities Mkt Perform
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TPG, Inc. operates as a global, diversified alternative asset management firm. It invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions. The firm aims to build dynamic products and options for its clients while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio. The company was founded by Jim Coulter and David Bonderman in 1992 and is headquartered in Fort Worth, TX.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
BONDERMAN DAVIDDirectorFeb 29 '24Sale41.641,584,74665,988,8230Feb 29 06:18 PM
COULTER JAMES GExecutive ChairmanFeb 29 '24Sale41.641,334,74655,578,8230Feb 29 06:24 PM
WINKELRIED JONChief Executive OfficerFeb 29 '24Sale41.641,000,00041,640,0003,326,460Feb 29 07:01 PM
COSLET JONATHAN JDirectorFeb 29 '24Sale41.641,000,00041,640,0000Feb 29 06:22 PM
Davis Kelvin L.DirectorFeb 29 '24Sale41.64822,01734,228,788844,584Feb 29 06:29 PM
Sisitsky Todd BenjaminPresidentFeb 29 '24Sale41.64660,15127,488,688512,766Feb 29 06:43 PM
Rhodes Jeffrey K.DirectorFeb 29 '24Sale41.64408,67517,017,227176,492Feb 29 06:38 PM
Trujillo DavidDirectorFeb 29 '24Sale41.64397,51016,552,316182,519Feb 29 06:45 PM
Weingart JackChief Financial OfficerFeb 29 '24Sale41.64308,46812,844,608775,982Feb 29 06:57 PM
Raj NehalDirectorFeb 29 '24Sale41.64250,85810,445,727549,712Feb 29 06:36 PM
Sarvananthan GanendranDirectorFeb 29 '24Sale41.64172,7057,191,43642,388Feb 29 06:41 PM
Vazquez-Ubarri AniluChief Operating OfficerFeb 29 '24Sale41.64101,9374,244,657333,711Feb 29 07:23 PM
Berenson BradfordGeneral CounselFeb 29 '24Sale41.6490,8953,784,868196,252Feb 29 06:15 PM
Chorengel MayaDirectorFeb 29 '24Sale41.6474,7733,113,54857,146Feb 29 06:20 PM
Sisitsky Todd BenjaminPresidentFeb 29 '24Sale41.6452,8072,198,883396,982Feb 29 06:43 PM
WINKELRIED JONChief Executive OfficerFeb 29 '24Sale41.6450,8482,117,3110Feb 29 07:01 PM
Davidson MartinChief Accounting OfficerFeb 29 '24Sale41.6439,3171,637,16030,991Feb 29 06:26 PM
Harris JoannChief Compliance OfficerFeb 29 '24Sale41.6423,745988,7420Feb 29 06:33 PM
COULTER JAMES GExecutive ChairmanFeb 29 '24Sale41.6416,949705,756386,936Feb 29 06:24 PM
BONDERMAN DAVIDDirectorFeb 29 '24Sale41.6416,949705,75637,967Feb 29 06:18 PM
Harris JoannChief Compliance OfficerFeb 29 '24Sale41.641,73972,41222,860Feb 29 06:33 PM
MESSEMER DEBORAH M.DirectorFeb 28 '24Sale43.976,390280,98018,033Mar 01 05:14 PM
WINKELRIED JONChief Executive OfficerFeb 27 '24Option Exercise0.001,000,00004,326,460Feb 29 07:01 PM
Weingart JackChief Financial OfficerFeb 27 '24Option Exercise0.00308,46801,084,450Feb 29 06:57 PM
Sisitsky Todd BenjaminPresidentFeb 27 '24Option Exercise0.00660,15101,172,917Feb 29 06:43 PM
Trujillo DavidDirectorFeb 27 '24Option Exercise0.00397,5100580,029Feb 29 06:45 PM
Raj NehalDirectorFeb 27 '24Option Exercise0.00250,8580800,570Feb 29 06:36 PM
Harris JoannChief Compliance OfficerFeb 27 '24Option Exercise0.0023,745023,745Feb 29 06:33 PM
Sarvananthan GanendranDirectorFeb 27 '24Option Exercise0.00162,7070215,093Feb 29 06:41 PM
Rhodes Jeffrey K.DirectorFeb 27 '24Option Exercise0.00408,6750585,167Feb 29 06:38 PM
Davis Kelvin L.DirectorFeb 27 '24Option Exercise0.00822,01701,666,601Feb 29 06:29 PM
Davidson MartinChief Accounting OfficerFeb 27 '24Option Exercise0.0039,317070,308Feb 29 06:26 PM
Vazquez-Ubarri AniluChief Operating OfficerFeb 27 '24Option Exercise0.00101,9370435,648Feb 29 07:23 PM
BONDERMAN DAVIDDirectorFeb 27 '24Option Exercise0.001,500,00001,516,949Feb 29 06:18 PM
Berenson BradfordGeneral CounselFeb 27 '24Option Exercise0.0090,8950287,147Feb 29 06:15 PM
Chorengel MayaDirectorFeb 27 '24Option Exercise0.0069,2980131,919Feb 29 06:20 PM
COULTER JAMES GExecutive ChairmanFeb 27 '24Option Exercise0.001,250,00001,266,949Feb 29 06:24 PM
COSLET JONATHAN JDirectorFeb 27 '24Option Exercise0.001,000,00001,000,000Feb 29 06:22 PM
Last Close
May 03 04:00PM ET
36.93
Dollar change
+0.40
Percentage change
1.09
%
STEP StepStone Group Inc daily Stock Chart
IndexRUT P/E42.13 EPS (ttm)0.88 Insider Own15.52% Shs Outstand62.83M Perf Week1.32%
Market Cap2.42B Forward P/E22.19 EPS next Y1.66 Insider Trans-5.28% Shs Float55.43M Perf Month6.76%
Income56.07M PEG2.58 EPS next Q0.28 Inst Own80.21% Short Float2.01% Perf Quarter8.65%
Sales529.83M P/S4.57 EPS this Y-6.06% Inst Trans-4.13% Short Ratio2.82 Perf Half Y30.96%
Book/sh11.89 P/B3.11 EPS next Y42.89% ROA1.61% Short Interest1.12M Perf Year73.19%
Cash/sh2.66 P/C13.90 EPS next 5Y16.30% ROE7.41% 52W Range19.63 - 38.25 Perf YTD16.02%
Dividend Est.0.81 (2.18%) P/FCF11.05 EPS past 5Y- ROI5.60% 52W High-3.45% Beta1.23
Dividend TTM0.83 (2.25%) Quick Ratio- Sales past 5Y29.60% Gross Margin90.89% 52W Low88.13% ATR (14)1.21
Dividend Ex-DateFeb 28, 2024 Current Ratio- EPS Y/Y TTM1168.49% Oper. Margin32.66% RSI (14)58.34 Volatility2.91% 3.53%
Employees956 Debt/Eq0.32 Sales Y/Y TTM287.00% Profit Margin10.58% Recom2.14 Target Price41.71
Option/ShortYes / Yes LT Debt/Eq0.31 EPS Q/Q-182.89% Payout- Rel Volume0.72 Prev Close36.53
Sales Surprise22.08% EPS Surprise44.08% Sales Q/Q-591.83% EarningsFeb 08 AMC Avg Volume395.20K Price36.93
SMA202.84% SMA505.48% SMA20018.09% Trades Volume283,062 Change1.09%
Date Action Analyst Rating Change Price Target Change
Apr-11-24Upgrade JP Morgan Neutral → Overweight $40 → $49
Mar-20-24Initiated Oppenheimer Outperform $48
Sep-07-22Initiated BofA Securities Buy $42
Aug-31-22Initiated Barclays Equal Weight $33
Jul-19-22Downgrade Morgan Stanley Overweight → Equal-Weight $46 → $30
Dec-22-21Initiated Evercore ISI Outperform $48
Jan-26-21Downgrade UBS Buy → Neutral $32 → $38
Oct-12-20Initiated UBS Buy $30
Oct-12-20Initiated Morgan Stanley Overweight
Oct-12-20Initiated JP Morgan Neutral
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StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Keck ThomasDirectorFeb 26 '24Sale35.473,694131,026200,750Feb 27 07:21 PM
Keck ThomasDirectorFeb 23 '24Sale35.4753,4031,894,204204,444Feb 27 07:21 PM
Keck ThomasDirectorFeb 22 '24Sale35.6848,6621,736,260257,847Feb 22 07:05 PM
Keathley AnthonyChief Accounting OfficerFeb 22 '24Sale35.7046916,7433,183Feb 22 07:11 PM
Keck ThomasDirectorFeb 21 '24Sale35.1024,241850,859306,509Feb 22 07:05 PM
Lim James10% OwnerFeb 16 '24Sale35.1162,1642,182,5786,208,351Feb 20 06:03 PM
Lim James10% OwnerFeb 15 '24Sale35.2256,9372,005,3216,270,515Feb 20 06:03 PM
Lim James10% OwnerFeb 14 '24Sale35.1661,2942,155,0976,327,452Feb 15 07:09 PM
Lim James10% OwnerFeb 13 '24Sale35.069,008315,8206,388,746Feb 15 07:09 PM
Keathley AnthonyChief Accounting OfficerFeb 13 '24Sale34.9569924,4303,277Feb 15 07:07 PM
Lim James10% OwnerDec 15 '23Sale28.8069,6492,005,8916,397,754Dec 18 04:37 PM
Lim James10% OwnerDec 14 '23Sale29.03177,2835,146,5256,467,403Dec 18 04:37 PM
Lim James10% OwnerSep 15 '23Sale31.7221,862693,4636,644,686Sep 18 04:22 PM
Park David YChief Accounting OfficerSep 15 '23Sale32.022,54181,36327,864Sep 18 04:24 PM
Lim James10% OwnerSep 14 '23Sale31.1517,946559,0186,666,548Sep 18 04:22 PM
Lim James10% OwnerSep 13 '23Sale31.7653,9251,712,6586,684,494Sep 13 06:27 PM
Park David YChief Accounting OfficerSep 13 '23Sale32.021,45946,71730,405Sep 14 06:24 PM
Lim James10% OwnerSep 12 '23Sale31.6443,5151,376,8156,738,419Sep 13 06:27 PM
Lim James10% OwnerSep 11 '23Sale31.4231,648994,3806,781,934Sep 13 06:27 PM
Lim James10% OwnerSep 08 '23Sale31.2120,473638,9626,813,582Sep 08 06:36 PM
Lim James10% OwnerSep 07 '23Sale31.1518,466575,2166,834,055Sep 08 06:36 PM
Lim James10% OwnerSep 06 '23Sale31.0150015,5056,852,521Sep 08 06:36 PM
Ment Jason PSee remarksSep 05 '23Sale31.033,598111,64670,568Sep 05 06:30 PM
Lim James10% OwnerSep 05 '23Sale31.0371022,0316,853,021Sep 05 06:31 PM
Lim James10% OwnerSep 01 '23Sale31.0416,056498,3786,853,731Sep 05 06:31 PM
Ment Jason PSee remarksSep 01 '23Sale31.0415,826491,23974,166Sep 05 06:30 PM
Lim James10% OwnerAug 31 '23Sale31.0163419,6606,869,787Sep 05 06:31 PM
Ment Jason PSee remarksAug 31 '23Sale31.0157617,86289,992Sep 05 06:30 PM
McCabe Michael IHead of StrategyJun 05 '23Buy23.5625,000589,000181,357Jun 05 06:27 PM
McCabe Michael IHead of StrategyJun 02 '23Buy23.5737,000872,090156,357Jun 05 06:27 PM
McCabe Michael IHead of StrategyJun 01 '23Buy22.8333,000753,390119,357Jun 05 06:27 PM
McCabe Michael IHead of StrategyMay 31 '23Buy21.4630,000643,80086,357May 31 06:46 PM
McCabe Michael IHead of StrategyMay 30 '23Buy21.4850,0001,074,00056,357May 31 06:46 PM