Index -
P/E 54.23
EPS (ttm) 2.43
Insider Own 15.18%
Shs Outstand 187.07M
Perf Week -1.28%
Market Cap 25.51B
Forward P/E 21.71
EPS next Y 6.08
Insider Trans -17.23%
Shs Float 164.02M
Perf Month -0.22%
Income 458.34M
PEG 2.05
EPS next Q 1.04
Inst Own 81.66%
Short Float 1.89%
Perf Quarter 4.57%
Sales 3.97B
P/S 6.42
EPS this Y 22.46%
Inst Trans 0.95%
Short Ratio 2.75
Perf Half Y 29.69%
Book/sh 9.94
P/B 13.28
EPS next Y 35.96%
ROA 1.95%
Short Interest 3.11M
Perf Year 60.69%
Cash/sh 7.75
P/C 17.03
EPS next 5Y 26.50%
ROE 26.32%
52W Range 77.97 - 139.48
Perf YTD 10.92%
Dividend Est. 3.69 (2.80%)
P/FCF 22.67
EPS past 5Y 52.32%
ROI 2.66%
52W High -5.43%
Beta 1.22
Dividend TTM 3.24 (2.46%)
Quick Ratio -
Sales past 5Y 47.97%
Gross Margin 77.74%
52W Low 69.18%
ATR (14) 3.63
Dividend Ex-Date Mar 14, 2024
Current Ratio -
EPS Y/Y TTM 181.03%
Oper. Margin 29.87%
RSI (14) 47.61
Volatility 3.39% 2.73%
Employees 2850
Debt/Eq 8.32
Sales Y/Y TTM 26.76%
Profit Margin 11.54%
Recom 2.07
Target Price 144.09
Option/Short Yes / Yes
LT Debt/Eq 8.10
EPS Q/Q 47.98%
Payout 127.13%
Rel Volume 0.96
Prev Close 134.64
Sales Surprise -5.62%
EPS Surprise -13.01%
Sales Q/Q 20.39%
Earnings May 02 BMO
Avg Volume 1.13M
Price 131.91
SMA20 -0.85%
SMA50 -0.91%
SMA200 14.11%
Trades
Volume 1,084,829
Change -2.03%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Downgrade
Jefferies
Buy → Hold
$122
Oct-05-23 Initiated
Wolfe Research
Outperform
$133
Jul-10-23 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$99 → $98
Jun-12-23 Downgrade
Wells Fargo
Overweight → Equal Weight
$99 → $93
Nov-14-22 Downgrade
BMO Capital Markets
Outperform → Market Perform
$93
Aug-31-22 Initiated
Barclays
Overweight
$92
Jun-08-22 Initiated
JMP Securities
Mkt Perform
Jan-25-22 Initiated
Piper Sandler
Overweight
$97
Dec-16-21 Initiated
Wells Fargo
Overweight
$96
Dec-16-21 Initiated
BofA Securities
Buy
$117
Sep-10-21 Resumed
Morgan Stanley
Equal-Weight
$90
Jun-08-21 Upgrade
BMO Capital Markets
Market Perform → Outperform
$63 → $68
Mar-29-21 Downgrade
BMO Capital Markets
Outperform → Market Perform
$60 → $59
Feb-24-21 Initiated
Credit Suisse
Neutral
$54
May-29-20 Upgrade
BMO Capital Markets
Market Perform → Outperform
$40 → $47
Jan-14-20 Downgrade
Oppenheimer
Outperform → Perform
Oct-08-19 Initiated
BMO Capital Markets
Market Perform
Aug-05-19 Initiated
Barclays
Overweight
$33
Aug-21-18 Upgrade
Wells Fargo
Market Perform → Outperform
Jun-28-18 Initiated
Jefferies
Buy
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Ares Management Corp. engages in the provision of investment and consultancy services. It operates through the following segments: Credit Group, Private Equity Group, Real Assets Group, Secondaries Group, and Other. The Credit Group segment includes the management of strategies across the liquid and illiquid spectrum, direct lending, and Asia-Pacific. The Private Equity Group segment involves the categorization of investment strategies as corporate, special opportunities, and Asia-Pacific. The Real Assets Group segment focuses on equity and debt strategies across infrastructure investments. The Secondaries Group segment consists of investment in secondary markets, alternative asset class strategies, private equity, real estate, infrastructure, and credit. The company was founded by Michael J. Arougheti, David B. Kaplan, John H. Kissick, Antony P. Ressler, and Bennett Rosenthal in 1997 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 17 '24 Sale 131.51 143,569 18,880,987 0 Apr 19 06:27 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 16 '24 Sale 130.29 159,860 20,827,932 0 Apr 16 09:37 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 15 '24 Sale 129.60 94,697 12,273,163 0 Apr 16 09:37 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 15 '24 Sale 129.72 50,000 6,485,848 0 Apr 16 09:38 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 12 '24 Sale 131.97 114,492 15,109,066 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 11 '24 Sale 134.11 175,000 23,469,760 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 10 '24 Sale 134.36 139,915 18,798,655 0 Apr 12 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 09 '24 Sale 133.22 212,637 28,327,209 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 08 '24 Sale 134.89 174,258 23,505,517 0 Apr 09 08:06 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 05 '24 Sale 133.56 175,152 23,393,850 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 04 '24 Sale 132.57 178,465 23,659,773 0 Apr 05 08:16 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 03 '24 Sale 132.11 45,984 6,075,118 0 Apr 05 08:16 PM KAPLAN DAVID B Co-Founder Apr 03 '24 Sale 132.04 40,222 5,311,007 0 Apr 05 08:16 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 03 '24 Sale 132.04 13,096 1,729,246 50,000 Apr 05 08:15 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 02 '24 Sale 129.87 53,000 6,883,339 63,096 Apr 02 08:51 PM KAPLAN DAVID B Co-Founder Apr 02 '24 Sale 129.79 50,873 6,602,697 40,222 Apr 02 08:52 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 02 '24 Sale 129.80 50,717 6,582,814 0 Apr 02 08:54 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Apr 01 '24 Sale 131.74 33,942 4,471,613 0 Apr 02 08:54 PM KAPLAN DAVID B Co-Founder Apr 01 '24 Sale 131.75 33,905 4,466,962 91,095 Apr 02 08:52 PM Rosenthal Bennett Co-Founder & Chairman of PEG Apr 01 '24 Sale 131.75 33,904 4,466,819 116,096 Apr 02 08:51 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 28 '24 Sale 133.06 40,500 5,389,060 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 27 '24 Sale 132.69 48,572 6,445,026 0 Mar 28 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 26 '24 Sale 133.94 23,796 3,187,247 0 Mar 26 08:14 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 25 '24 Sale 133.96 18,881 2,529,309 0 Mar 26 08:14 PM Arougheti Michael J Co-Founder, CEO and President Mar 25 '24 Sale 134.01 4,488 601,429 0 Mar 26 08:09 PM Arougheti Michael J Co-Founder, CEO and President Mar 22 '24 Sale 134.58 15,350 2,065,879 4,488 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 22 '24 Sale 134.58 15,304 2,059,631 0 Mar 22 09:23 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 21 '24 Sale 136.95 57,794 7,914,754 0 Mar 22 09:23 PM Arougheti Michael J Co-Founder, CEO and President Mar 21 '24 Sale 136.92 56,557 7,743,851 19,838 Mar 22 09:20 PM KAPLAN DAVID B Co-Founder Mar 21 '24 Sale 136.88 26,464 3,622,397 125,000 Mar 22 09:21 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 21 '24 Sale 136.87 4,810 658,364 150,000 Mar 22 09:22 PM KAPLAN DAVID B Co-Founder Mar 20 '24 Sale 132.92 19,999 2,658,215 151,464 Mar 22 09:21 PM Arougheti Michael J Co-Founder, CEO and President Mar 20 '24 Sale 132.92 19,749 2,624,963 76,395 Mar 22 09:20 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 20 '24 Sale 132.87 18,223 2,421,232 38,535 Mar 22 09:23 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 20 '24 Sale 132.86 17,723 2,354,597 154,810 Mar 22 09:22 PM Arougheti Michael J Co-Founder, CEO and President Mar 19 '24 Sale 131.69 17,468 2,300,340 96,144 Mar 19 09:49 PM KAPLAN DAVID B Co-Founder Mar 19 '24 Sale 131.68 17,334 2,282,623 171,463 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 19 '24 Sale 131.68 17,224 2,268,085 56,758 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 19 '24 Sale 131.69 17,109 2,253,020 172,533 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 18 '24 Sale 130.84 22,196 2,904,135 113,612 Mar 19 09:49 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 18 '24 Sale 130.85 22,155 2,898,882 189,642 Mar 19 09:51 PM KAPLAN DAVID B Co-Founder Mar 18 '24 Sale 130.84 22,115 2,893,579 188,797 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 18 '24 Sale 130.86 22,103 2,892,289 73,982 Mar 19 09:53 PM Arougheti Michael J Co-Founder, CEO and President Mar 15 '24 Sale 132.46 39,192 5,191,363 135,808 Mar 18 09:47 PM KAPLAN DAVID B Co-Founder Mar 15 '24 Sale 132.47 39,088 5,177,908 210,912 Mar 19 09:50 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 15 '24 Sale 132.46 38,915 5,154,771 96,085 Mar 19 09:53 PM Rosenthal Bennett Co-Founder & Chairman of PEG Mar 15 '24 Sale 132.48 38,203 5,061,013 211,797 Mar 19 09:51 PM Arougheti Michael J Co-Founder, CEO and President Mar 14 '24 Sale 132.97 74,585 9,917,744 1,375,000 Mar 18 09:47 PM RESSLER ANTONY P Co-Founder & Exec. Chairman Mar 07 '24 Sale 130.30 3,000,000 390,900,000 0 Mar 08 04:18 PM deVeer R. Kipp Head of Credit Group Feb 16 '24 Sale 135.25 80,637 10,905,988 1,116,676 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 15 '24 Sale 135.39 48,416 6,555,282 1,197,313 Feb 16 08:44 PM deVeer R. Kipp Head of Credit Group Feb 14 '24 Sale 136.47 82,796 11,299,170 1,245,729 Feb 16 08:44 PM Arougheti Michael J Co-Founder, CEO and President Nov 15 '23 Sale 105.17 150,000 15,775,104 0 Nov 16 08:41 PM ARES MANAGEMENT LLC 10% Owner Oct 18 '23 Buy 18.93 150,000 2,838,930 38,912,895 Oct 20 06:27 PM KAPLAN DAVID B Co-Founder Oct 03 '23 Sale 100.09 22,442 2,246,304 0 Oct 04 09:41 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 03 '23 Sale 100.09 21,818 2,183,804 0 Oct 04 09:43 PM ARES MANAGEMENT LLC 10% Owner Oct 02 '23 Buy 14.80 150,000 2,219,490 38,762,895 Oct 04 04:28 PM Rosenthal Bennett Co-Founder & Chairman of PEG Oct 02 '23 Sale 102.53 78,182 8,015,899 21,818 Oct 04 09:43 PM KAPLAN DAVID B Co-Founder Oct 02 '23 Sale 102.52 77,558 7,951,605 22,442 Oct 04 09:41 PM ARES MANAGEMENT LLC 10% Owner Sep 15 '23 Buy 14.79 100,000 1,478,850 38,612,895 Sep 19 04:24 PM Rosenthal Bennett Co-Founder & Chairman of PEG Sep 15 '23 Sale 104.79 150,000 15,718,827 100,000 Sep 18 09:31 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 15 '23 Sale 104.63 35,000 3,661,944 409,661 Sep 18 09:33 PM Berry Ryan Chief Mktg. & Strategy Officer Sep 14 '23 Sale 104.81 40,000 4,192,367 444,661 Sep 18 09:33 PM ARES MANAGEMENT LLC 10% Owner Sep 11 '23 Buy 14.52 150,000 2,177,280 38,512,895 Sep 13 04:03 PM deVeer R. Kipp Head of Credit Group Sep 08 '23 Sale 105.14 81,498 8,568,700 810,315 Sep 11 07:04 PM KAPLAN DAVID B Co-Founder Sep 05 '23 Sale 103.46 200,000 20,692,564 100,000 Sep 07 07:01 PM Sagati Aghili Naseem General Counsel Aug 28 '23 Option Exercise 19.00 29,631 562,989 272,863 Aug 30 06:33 PM ARES MANAGEMENT LLC 10% Owner Aug 28 '23 Buy 14.94 7,397 110,500 38,362,895 Aug 30 09:52 PM ARES MANAGEMENT LLC 10% Owner Aug 24 '23 Buy 15.27 37,557 573,540 38,355,498 Aug 28 04:04 PM ARES MANAGEMENT LLC 10% Owner Aug 23 '23 Buy 15.18 33,275 505,144 38,317,941 Aug 24 07:05 PM deVeer R. Kipp Head of Credit Group Aug 22 '23 Option Exercise 19.00 84,546 1,606,374 945,857 Aug 24 08:57 PM ARES MANAGEMENT LLC 10% Owner Aug 22 '23 Buy 15.17 179,168 2,717,423 38,284,666 Aug 24 07:05 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 16 '23 Sale 97.51 47,511 4,632,798 250,000 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 16 '23 Sale 97.51 9,946 969,834 300,000 Aug 17 08:21 PM BHUTANI ASHISH Director Aug 15 '23 Buy 98.08 10,000 980,800 11,732 Aug 17 08:27 PM Rosenthal Bennett Co-Founder & Chairman of PEG Aug 15 '23 Sale 98.47 202,489 19,939,642 297,511 Aug 17 08:25 PM KAPLAN DAVID B Co-Founder Aug 15 '23 Sale 98.39 190,054 18,699,715 309,946 Aug 17 08:21 PM Arougheti Michael J Co-Founder, CEO and President Aug 15 '23 Sale 98.37 150,000 14,755,402 0 Aug 17 08:26 PM deVeer R. Kipp Head of Credit Group Aug 08 '23 Sale 100.13 200,000 20,025,557 861,311 Aug 10 07:29 PM ARES MANAGEMENT LLC 10% Owner Jul 03 '23 Sale 16.79 6,885,415 115,571,691 134,659,188 Jul 05 04:36 PM Arougheti Michael J Co-Founder, CEO and President Jun 29 '23 Sale 95.09 36,085 3,431,323 0 Jun 30 06:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 15 '23 Sale 95.13 64,480 6,133,982 60,471 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 14 '23 Sale 95.00 400 38,000 124,951 Jun 15 07:17 PM Arougheti Michael J Co-Founder, CEO and President Jun 13 '23 Sale 95.02 4,950 470,349 125,351 Jun 15 07:17 PM Ares Corporate Opportunities F Director Jun 09 '23 Sale 25.70 4,886,250 125,576,625 1,389,840 Jun 12 05:56 PM Arougheti Michael J Co-Founder, CEO and President Jun 07 '23 Sale 90.60 237,377 21,506,604 130,301 Jun 09 04:52 PM Arougheti Michael J Co-Founder, CEO and President Jun 06 '23 Sale 90.92 258,163 23,471,122 367,678 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 02 '23 Sale 89.11 10,000 891,100 484,661 Jun 05 07:47 PM Arougheti Michael J Co-Founder, CEO and President Jun 02 '23 Sale 90.00 4,460 401,400 625,841 Jun 06 09:11 PM Berry Ryan Chief Mktg. & Strategy Officer Jun 01 '23 Sale 88.22 10,000 882,200 494,661 Jun 05 07:47 PM Berry Ryan Chief Mktg. & Strategy Officer May 30 '23 Sale 87.32 5,000 436,600 504,661 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 68,603 5,819,609 825,000 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 26 '23 Sale 84.83 63,858 5,416,893 630,301 May 31 08:56 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.89 110,263 9,249,804 893,603 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 25 '23 Sale 83.88 36,573 3,067,867 694,159 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 165,439 13,757,831 1,003,866 May 25 09:48 PM Arougheti Michael J Co-Founder, CEO and President May 24 '23 Sale 83.16 55,264 4,595,847 730,732 May 25 09:48 PM Berry Ryan Chief Mktg. & Strategy Officer May 23 '23 Sale 85.63 5,000 428,150 365,932 May 25 09:41 PM Olian Judy D. Director May 23 '23 Sale 85.59 1,200 102,708 28,997 May 25 09:39 PM Sagati Aghili Naseem General Counsel May 19 '23 Sale 83.07 11,531 957,880 243,232 May 23 07:48 PM
Index RUT
P/E -
EPS (ttm) -2.96
Insider Own 53.38%
Shs Outstand 65.11M
Perf Week -5.26%
Market Cap 319.77M
Forward P/E 7.76
EPS next Y 0.58
Insider Trans 0.05%
Shs Float 33.13M
Perf Month -12.28%
Income -162.61M
PEG -
EPS next Q 0.03
Inst Own 6.85%
Short Float 2.36%
Perf Quarter -22.41%
Sales 250.88M
P/S 1.27
EPS this Y 110.79%
Inst Trans 0.10%
Short Ratio 5.64
Perf Half Y -31.40%
Book/sh 5.25
P/B 0.86
EPS next Y 93.33%
ROA -20.12%
Short Interest 0.78M
Perf Year -18.48%
Cash/sh 0.22
P/C 20.83
EPS next 5Y -
ROE -48.90%
52W Range 3.88 - 9.22
Perf YTD -48.63%
Dividend Est. -
P/FCF -
EPS past 5Y -
ROI -28.17%
52W High -51.19%
Beta 0.63
Dividend TTM -
Quick Ratio -
Sales past 5Y 0.00%
Gross Margin -
52W Low 15.98%
ATR (14) 0.40
Dividend Ex-Date -
Current Ratio -
EPS Y/Y TTM -1379.47%
Oper. Margin -46.03%
RSI (14) 40.25
Volatility 6.90% 8.49%
Employees 480
Debt/Eq 0.71
Sales Y/Y TTM -
Profit Margin -64.81%
Recom 1.00
Target Price 9.00
Option/Short No / Yes
LT Debt/Eq 0.69
EPS Q/Q -254.27%
Payout -
Rel Volume 0.38
Prev Close 4.81
Sales Surprise 37.28%
EPS Surprise -2275.00%
Sales Q/Q -
Earnings May 10 BMO
Avg Volume 138.35K
Price 4.50
SMA20 -5.66%
SMA50 -17.86%
SMA200 -33.09%
Trades
Volume 52,406
Change -6.44%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-25-24 Upgrade
Raymond James
Mkt Perform → Strong Buy
$9
Jul-12-23 Downgrade
Raymond James
Strong Buy → Mkt Perform
May-02-23 Initiated
Raymond James
Strong Buy
$8
Apr-30-24 04:30PM
Apr-14-24 11:37AM
Apr-05-24 01:52AM
Apr-03-24 05:28PM
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04:38PM
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AlTi Global, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company was founded on December 18, 2020 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ilWaddi Cayman Holdings 10% Owner Apr 03 '24 Buy 4.99 20,000 99,800 17,933,265 Apr 04 04:15 PM Moran Kevin P. Chief Operating Officer Apr 03 '24 Sale 4.93 20,000 98,600 175,775 Apr 04 07:50 PM Maliagros Spiros President, Asset Management Apr 03 '24 Sale 5.01 4,950 24,800 512,985 Apr 04 07:43 PM FURLONG MARK F Director Apr 02 '24 Buy 5.43 25,000 135,750 25,000 Apr 04 07:50 PM ilWaddi Cayman Holdings 10% Owner Apr 02 '24 Buy 5.15 20,000 103,000 17,913,265 Apr 04 04:15 PM Connell Brooke Pres, US Wealth Mmgt Apr 02 '24 Sale 5.07 15,000 76,050 190,772 Apr 04 07:54 PM Maliagros Spiros President, Asset Management Apr 02 '24 Sale 5.14 5,350 27,499 517,935 Apr 04 07:43 PM Tiedemann Michael Chief Executive Officer Mar 11 '24 Option Exercise 0.00 150,000 0 309,146 Apr 04 08:04 PM Connell Brooke Pres, US Wealth Mmgt Mar 11 '24 Option Exercise 0.00 50,000 0 205,772 Apr 04 07:54 PM Moran Kevin P. Chief Operating Officer Mar 11 '24 Option Exercise 0.00 150,000 0 195,775 Apr 04 07:50 PM Smith Craig Lindsay See remarks Mar 11 '24 Option Exercise 0.00 75,000 0 142,362 Apr 04 07:49 PM Maliagros Spiros President, Asset Management Mar 11 '24 Option Exercise 0.00 400,000 0 523,285 Apr 04 07:43 PM Connell Brooke Pres, US Wealth Mmgt Feb 15 '24 Option Exercise 0.00 38,379 0 174,182 Feb 21 08:15 PM Yarad Stephen D. Chief Financial Officer Feb 15 '24 Option Exercise 0.00 39,662 0 39,662 Feb 21 08:13 PM Maliagros Spiros President, Asset Management Feb 15 '24 Option Exercise 0.00 17,878 0 131,992 Feb 21 08:20 PM Tiedemann Michael Chief Executive Officer Feb 15 '24 Option Exercise 0.00 25,546 0 171,845 Feb 21 08:20 PM Parmelee Reid Chief Accounting Officer Feb 15 '24 Option Exercise 0.00 13,310 0 13,410 Feb 21 08:21 PM Moran Kevin P. Chief Operating Officer Feb 15 '24 Option Exercise 0.00 47,398 0 68,820 Feb 21 08:14 PM Graham Colleen A Global General Counsel Feb 15 '24 Option Exercise 0.00 21,894 0 21,894 Feb 21 08:11 PM Smith Craig Lindsay See remarks Feb 15 '24 Option Exercise 0.00 26,420 0 26,420 Feb 21 08:07 PM Weeber Robert Pres, Intl. Wealth Mmgt Feb 15 '24 Option Exercise 0.00 35,796 0 448,917 Feb 26 05:15 PM Curtin Nancy Ann Chief Investment Officer Feb 15 '24 Option Exercise 0.00 38,070 0 38,070 Feb 26 05:13 PM
Index RUT
P/E 8.35
EPS (ttm) 1.27
Insider Own 11.17%
Shs Outstand 91.61M
Perf Week -2.40%
Market Cap 968.32M
Forward P/E 5.88
EPS next Y 1.80
Insider Trans -81.65%
Shs Float 81.37M
Perf Month -9.97%
Income 67.61M
PEG -
EPS next Q 0.20
Inst Own 70.18%
Short Float 11.03%
Perf Quarter 0.76%
Sales 2.38B
P/S 0.41
EPS this Y -39.13%
Inst Trans 6.64%
Short Ratio 6.11
Perf Half Y -12.50%
Book/sh 18.61
P/B 0.57
EPS next Y 36.44%
ROA 1.05%
Short Interest 8.97M
Perf Year -0.38%
Cash/sh 0.04
P/C 299.79
EPS next 5Y -4.60%
ROE 5.30%
52W Range 9.17 - 14.22
Perf YTD -19.98%
Dividend Est. 0.47 (4.45%)
P/FCF 2.73
EPS past 5Y -
ROI 1.98%
52W High -25.67%
Beta 1.13
Dividend TTM 0.48 (4.54%)
Quick Ratio 0.82
Sales past 5Y 37.53%
Gross Margin 25.99%
52W Low 15.27%
ATR (14) 0.35
Dividend Ex-Date Mar 14, 2024
Current Ratio 0.82
EPS Y/Y TTM -41.31%
Oper. Margin 20.07%
RSI (14) 40.45
Volatility 3.13% 3.12%
Employees 904
Debt/Eq 1.00
Sales Y/Y TTM -22.06%
Profit Margin 2.84%
Recom 1.44
Target Price 16.11
Option/Short Yes / Yes
LT Debt/Eq 1.00
EPS Q/Q 233.52%
Payout 52.84%
Rel Volume 0.64
Prev Close 10.50
Sales Surprise 10.49%
EPS Surprise 57.60%
Sales Q/Q -3.95%
Earnings May 06 AMC
Avg Volume 1.47M
Price 10.57
SMA20 -5.46%
SMA50 -5.88%
SMA200 -10.17%
Trades
Volume 937,087
Change 0.67%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-10-24 Initiated
Tudor, Pickering, Holt & Co.
Buy
$18
Jan-03-24 Downgrade
Mizuho
Buy → Neutral
$18 → $14
Dec-05-23 Initiated
Raymond James
Strong Buy
$16
Dec-01-23 Initiated
Evercore ISI
Outperform
$16
Sep-27-23 Initiated
Stephens
Overweight
$17
Feb-14-23 Initiated
Credit Suisse
Neutral
$14
Jan-25-23 Downgrade
BofA Securities
Neutral → Underperform
$13 → $14
Jan-10-23 Initiated
Mizuho
Buy
$19
Nov-15-22 Initiated
BofA Securities
Neutral
$15
Oct-19-22 Initiated
Jefferies
Hold
$15
Sep-28-22 Initiated
Wells Fargo
Overweight
$18
Apr-08-22 Initiated
Truist
Buy
$25
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Crescent Energy Co. operates as an energy company. It develops and acquires oil, natural gas and NGL reserves. The company was founded in 2002 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KKR Group Partnership L.P. 10% Owner Apr 01 '24 Sale 10.74 6,000,000 64,440,000 0 Apr 03 06:21 PM Independence Energy Aggregator 10% Owner Apr 01 '24 Sale 10.74 6,000,000 64,440,000 0 Apr 03 06:15 PM Kendall Brandi See remarks Mar 15 '24 Buy 11.08 488 5,407 21,130 Mar 19 06:46 PM Independence Energy Aggregator 10% Owner Mar 11 '24 Sale 9.87 13,800,000 136,206,000 0 Mar 11 05:37 PM KKR Group Partnership L.P. 10% Owner Mar 11 '24 Sale 9.87 13,800,000 136,206,000 0 Mar 11 05:32 PM Rockecharlie David C. See remarks Dec 06 '23 Buy 11.32 20,000 226,400 100,000 Dec 08 05:00 PM Kendall Brandi See remarks Dec 01 '23 Buy 11.64 258 3,003 20,642 Dec 01 05:00 PM Rockecharlie David C. See remarks Nov 30 '23 Buy 11.46 5,000 57,300 80,000 Dec 01 05:01 PM Kendall Brandi See remarks Nov 30 '23 Buy 11.34 882 10,002 20,384 Dec 01 05:00 PM Rockecharlie David C. See remarks Nov 29 '23 Buy 11.35 5,000 56,750 75,000 Dec 01 05:01 PM KKR Group Partnership L.P. 10% Owner Nov 15 '23 Sale 10.90 3,000,000 32,700,000 0 Nov 17 04:19 PM Independence Energy Aggregator 10% Owner Nov 15 '23 Sale 10.90 3,000,000 32,700,000 0 Nov 17 04:16 PM Rockecharlie David C. See remarks Nov 13 '23 Buy 10.68 5,000 53,400 70,000 Nov 15 05:00 PM Rockecharlie David C. See remarks Nov 10 '23 Buy 10.36 5,000 51,800 65,000 Nov 13 05:02 PM Falk Todd See remarks Nov 10 '23 Buy 10.44 400 4,176 5,000 Nov 13 05:02 PM Kendall Brandi See remarks Nov 09 '23 Buy 10.71 9,333 99,956 19,502 Nov 13 05:03 PM Rockecharlie David C. See remarks Nov 09 '23 Buy 10.62 5,000 53,100 60,000 Nov 13 05:02 PM Shi Bo See Remarks Nov 09 '23 Buy 10.69 2,800 29,932 24,124 Nov 13 05:01 PM Falk Todd See remarks Nov 09 '23 Buy 10.62 1,000 10,620 4,600 Nov 13 05:02 PM Rockecharlie David C. See remarks Sep 15 '23 Buy 12.50 2,500 31,250 55,000 Sep 15 04:15 PM Falk Todd See remarks Sep 15 '23 Buy 12.37 750 9,278 3,600 Sep 15 04:13 PM Rockecharlie David C. See remarks Sep 14 '23 Buy 12.29 2,500 30,725 52,500 Sep 15 04:15 PM Rockecharlie David C. See Remarks Sep 13 '23 Buy 12.37 2,500 30,925 50,000 Sep 14 04:30 PM Rockecharlie David C. See Remarks Sep 12 '23 Buy 12.45 2,500 31,125 47,500 Sep 14 04:30 PM Rynd John Clayton See Remarks Sep 12 '23 Buy 12.49 2,000 24,980 7,000 Sep 14 04:30 PM Kendall Brandi See Remarks Sep 12 '23 Buy 12.41 516 6,404 10,169 Sep 14 04:30 PM TEACHER RETIREMENT SYSTEM OF T 10% Owner Jul 19 '23 Buy 11.43 46 526 7,994,884 Jul 24 04:04 PM Rockecharlie David C. See remarks Jun 14 '23 Buy 10.14 4,000 40,560 45,000 Jun 16 05:09 PM Falk Todd See remarks Jun 12 '23 Buy 9.97 350 3,490 2,850 Jun 14 04:14 PM Rockecharlie David C. See remarks Jun 09 '23 Buy 10.28 2,000 20,560 41,000 Jun 12 05:50 PM Rockecharlie David C. See remarks Jun 08 '23 Buy 10.45 2,000 20,900 39,000 Jun 12 05:50 PM Kendall Brandi See remarks Jun 08 '23 Buy 10.41 1,153 12,003 9,653 Jun 12 05:54 PM Shi Bo See Remarks Jun 07 '23 Buy 10.14 3,000 30,420 21,324 Jun 09 05:06 PM Falk Todd See remarks Jun 07 '23 Buy 10.19 150 1,528 2,500 Jun 09 05:14 PM
Index S&P 500
P/E 14.26
EPS (ttm) 29.38
Insider Own 0.27%
Shs Outstand 100.17M
Perf Week 2.18%
Market Cap 41.97B
Forward P/E 10.98
EPS next Y 38.16
Insider Trans -29.64%
Shs Float 99.92M
Perf Month -2.32%
Income 3.13B
PEG 0.81
EPS next Q 8.57
Inst Own 85.43%
Short Float 0.83%
Perf Quarter 7.23%
Sales 16.61B
P/S 2.53
EPS this Y 18.03%
Inst Trans -1.50%
Short Ratio 1.73
Perf Half Y 31.94%
Book/sh 47.21
P/B 8.87
EPS next Y 9.29%
ROA 1.81%
Short Interest 0.83M
Perf Year 45.05%
Cash/sh 71.92
P/C 5.82
EPS next 5Y 17.60%
ROE 69.36%
52W Range 279.85 - 440.67
Perf YTD 10.30%
Dividend Est. 5.80 (1.38%)
P/FCF 7.10
EPS past 5Y 10.79%
ROI 30.10%
52W High -4.93%
Beta 1.36
Dividend TTM 6.88 (1.64%)
Quick Ratio -
Sales past 5Y 4.72%
Gross Margin 54.28%
52W Low 49.71%
ATR (14) 8.08
Dividend Ex-Date Feb 08, 2024
Current Ratio -
EPS Y/Y TTM 49.06%
Oper. Margin 25.83%
RSI (14) 51.84
Volatility 1.80% 2.00%
Employees 13800
Debt/Eq 1.17
Sales Y/Y TTM 13.82%
Profit Margin 18.84%
Recom 2.13
Target Price 461.22
Option/Short Yes / Yes
LT Debt/Eq 1.13
EPS Q/Q 149.54%
Payout 22.35%
Rel Volume 0.58
Prev Close 416.48
Sales Surprise 4.20%
EPS Surprise 2.32%
Sales Q/Q 12.05%
Earnings Apr 22 AMC
Avg Volume 481.08K
Price 418.95
SMA20 0.39%
SMA50 -0.07%
SMA200 13.39%
Trades
Volume 279,710
Change 0.59%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated
Raymond James
Mkt Perform
Jan-04-24 Downgrade
Evercore ISI
Outperform → In-line
$385 → $400
Jan-03-24 Upgrade
Goldman
Neutral → Buy
$355 → $452
Dec-22-23 Resumed
Morgan Stanley
Equal-Weight
$365 → $383
Dec-19-22 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$325
Sep-07-22 Initiated
BofA Securities
Buy
$336
Jun-24-22 Downgrade
Goldman
Buy → Neutral
$325 → $270
Apr-06-22 Downgrade
Piper Sandler
Neutral → Underweight
$325 → $310
Mar-01-22 Downgrade
Piper Sandler
Overweight → Neutral
$370 → $325
Jan-26-22 Initiated
Jefferies
Buy
$355
Jan-05-22 Upgrade
Evercore ISI
In-line → Outperform
$305 → $362
Oct-12-21 Initiated
Wolfe Research
Outperform
$328
Mar-19-21 Resumed
UBS
Buy
$232 → $260
Aug-13-20 Initiated
Barclays
Overweight
$195
Jun-25-20 Upgrade
Goldman
Neutral → Buy
$125 → $185
Jan-07-20 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$175
Jan-03-20 Upgrade
RBC Capital Mkts
Sector Perform → Outperform
$149 → $190
May-13-19 Upgrade
Credit Suisse
Neutral → Outperform
$145 → $202
Jan-09-19 Upgrade
Barclays
Equal Weight → Overweight
$165 → $135
Jan-02-19 Upgrade
Sandler O'Neill
Hold → Buy
Show Previous Ratings
May-02-24 07:04AM
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Apr-23-24 12:46PM
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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 Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Option Exercise 123.37 4,235 522,472 11,229 Mar 29 04:04 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Mar 27 '24 Sale 437.00 1,652 721,930 6,994 Mar 29 04:04 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Option Exercise 128.76 461 59,358 1,749 Mar 28 04:50 PM Brockman Dawn M. SVP AND CONTROLLER Mar 26 '24 Sale 434.13 224 97,245 1,288 Mar 28 04:50 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Feb 28 '24 Sale 412.05 8,000 3,296,360 13,134 Mar 01 04:47 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Feb 26 '24 Option Exercise 152.43 6,632 1,010,922 12,598 Feb 28 04:38 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 26 '24 Sale 408.63 5,000 2,043,162 159,012 Feb 26 06:50 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Feb 26 '24 Sale 407.92 4,440 1,811,169 3,787 Feb 28 04:38 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 23 '24 Sale 407.16 5,000 2,035,808 164,012 Feb 26 06:50 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 22 '24 Sale 401.48 12,000 4,817,789 169,012 Feb 26 06:50 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Feb 22 '24 Sale 400.98 385 154,378 6,994 Feb 26 06:51 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 20 '24 Sale 397.22 4,298 1,707,247 181,012 Feb 21 08:23 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 16 '24 Sale 399.64 11,288 4,511,163 185,310 Feb 21 08:23 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 12 '24 Option Exercise 179.84 39,834 7,163,747 228,170 Feb 13 08:44 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Feb 12 '24 Sale 401.82 7,200 2,893,092 7,000 Feb 13 08:42 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Feb 12 '24 Sale 401.11 2,493 999,979 196,598 Feb 13 08:44 PM Berman Walter Stanley EXECUTIVE VP AND CFO Feb 07 '24 Sale 387.81 13,346 5,175,664 6,409 Feb 09 08:21 PM Sharpe Robert Francis JR Director Feb 06 '24 Sale 386.60 4,000 1,546,386 12,500 Feb 08 05:46 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Jan 29 '24 Option Exercise 179.84 18,220 3,276,685 27,641 Jan 30 08:51 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Jan 29 '24 Sale 389.47 5,146 2,004,192 9,421 Jan 30 08:51 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Jan 26 '24 Option Exercise 179.84 30,958 5,567,487 44,133 Jan 30 08:57 PM TRUSCOTT WILLIAM F CEO, GLOBAL ASSET MANAGEMENT Jan 26 '24 Sale 390.22 9,689 3,780,832 12,126 Jan 30 08:57 PM Brockman Dawn M. SVP AND CONTROLLER Dec 18 '23 Option Exercise 107.61 420 45,196 1,396 Dec 20 04:19 PM Sweeney Joseph Edward PRES-AWM PRODUCTS & SERVICES Dec 14 '23 Sale 378.23 3,000 1,134,692 8,166 Dec 18 04:27 PM Berman Walter Stanley EXECUTIVE VP AND CFO Dec 13 '23 Option Exercise 179.84 25,382 4,564,699 33,430 Dec 15 04:54 PM Berman Walter Stanley EXECUTIVE VP AND CFO Dec 13 '23 Sale 370.81 6,409 2,376,552 8,048 Dec 15 04:54 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Dec 11 '23 Option Exercise 179.84 40,000 7,193,600 197,103 Dec 13 04:55 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Dec 11 '23 Sale 365.86 9,948 3,639,586 157,103 Dec 13 04:55 PM Berman Walter Stanley EXECUTIVE VP AND CFO Aug 04 '23 Option Exercise 158.63 25,025 3,969,672 39,385 Aug 08 07:16 PM Berman Walter Stanley EXECUTIVE VP AND CFO Aug 04 '23 Sale 351.55 13,042 4,584,919 8,048 Aug 08 07:16 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Aug 03 '23 Option Exercise 179.84 40,000 7,193,600 197,103 Aug 07 04:06 PM CRACCHIOLO JAMES M CHAIRMAN AND CEO Aug 03 '23 Sale 354.00 9,616 3,404,106 157,103 Aug 07 04:06 PM Smyth Gerard P. EVP TECHNOLOGY AND CIO Aug 01 '23 Sale 348.74 2,418 843,260 3,710 Aug 03 04:10 PM Alvero Gumer PRESIDENT-INSURANCE&ANNUITIES Jun 29 '23 Sale 329.94 460 151,771 7,465 Dec 27 04:16 PM
Index RUT
P/E -
EPS (ttm) -0.06
Insider Own 62.07%
Shs Outstand 57.62M
Perf Week 1.21%
Market Cap 853.38M
Forward P/E 8.18
EPS next Y 0.92
Insider Trans -0.48%
Shs Float 42.88M
Perf Month -10.12%
Income -7.13M
PEG -
EPS next Q 0.19
Inst Own 34.39%
Short Float 7.00%
Perf Quarter -13.52%
Sales 241.73M
P/S 3.53
EPS this Y -0.88%
Inst Trans -3.17%
Short Ratio 4.00
Perf Half Y -19.77%
Book/sh 3.32
P/B 2.27
EPS next Y 13.62%
ROA -0.86%
Short Interest 3.00M
Perf Year -26.98%
Cash/sh 0.28
P/C 26.62
EPS next 5Y 14.30%
ROE -1.83%
52W Range 7.08 - 13.41
Perf YTD -26.13%
Dividend Est. 0.14 (1.82%)
P/FCF 18.35
EPS past 5Y -
ROI -1.05%
52W High -43.70%
Beta 0.92
Dividend TTM 0.13 (1.72%)
Quick Ratio -
Sales past 5Y 52.59%
Gross Margin -
52W Low 6.64%
ATR (14) 0.25
Dividend Ex-Date Mar 08, 2024
Current Ratio -
EPS Y/Y TTM -124.58%
Oper. Margin 9.50%
RSI (14) 45.20
Volatility 3.51% 2.85%
Employees 252
Debt/Eq 0.80
Sales Y/Y TTM 21.87%
Profit Margin -2.95%
Recom 2.00
Target Price 10.14
Option/Short Yes / Yes
LT Debt/Eq 0.77
EPS Q/Q -124.87%
Payout -
Rel Volume 0.98
Prev Close 7.36
Sales Surprise 0.38%
EPS Surprise 1.99%
Sales Q/Q 8.09%
Earnings May 08 AMC
Avg Volume 750.29K
Price 7.55
SMA20 -1.10%
SMA50 -6.25%
SMA200 -22.78%
Trades
Volume 735,584
Change 2.58%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-04-24 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$12 → $9
Mar-01-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$12 → $10
Mar-01-24 Downgrade
JP Morgan
Overweight → Neutral
$15.50 → $9.50
Aug-31-22 Initiated
Barclays
Overweight
$15
Nov-16-21 Initiated
Stephens
Overweight
$17
Nov-15-21 Initiated
UBS
Buy
$15
Nov-15-21 Initiated
Oppenheimer
Outperform
$20
Nov-15-21 Initiated
Morgan Stanley
Overweight
$18
Nov-15-21 Initiated
Keefe Bruyette
Outperform
$18
Nov-15-21 Initiated
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&A Mar 27 '24 Buy 8.35 55,000 459,250 55,000 Mar 28 06:23 PM Feinglass Michael Mar 25 '24 Sale 8.07 50,000 403,400 204,005 Mar 27 03:49 PM Feinglass Michael Mar 20 '24 Sale 8.17 51,730 422,789 254,005 Mar 21 05:52 PM Feinglass Michael Mar 19 '24 Sale 8.15 22,004 179,333 305,735 Mar 21 05:52 PM Abell Alexander I. Mar 12 '24 Sale 8.27 30,533 252,597 399,960 Mar 14 10:18 AM Feinglass Michael Mar 11 '24 Sale 8.20 50,000 410,000 327,739 Mar 11 07:34 PM McCoy David M. Mar 09 '24 Option Exercise 0.00 43,155 0 81,375 Mar 15 11:57 AM Blatherwick Nell M. Mar 09 '24 Option Exercise 0.00 141,932 0 443,155 Mar 12 09:57 PM Feinglass Michael Mar 08 '24 Sale 8.10 10,000 81,000 377,739 Mar 11 07:34 PM Feinglass Michael Mar 07 '24 Sale 8.00 50,000 400,052 387,739 Mar 11 07:34 PM Blatherwick Nell M. Mar 05 '24 Buy 7.98 12,500 99,750 24,169 Mar 12 09:57 PM Feinglass Michael Jan 30 '24 Option Exercise 1.17 68,880 80,590 466,376 Feb 13 12:29 PM Nelson Andrew Rowan Jan 30 '24 Option Exercise 1.17 51,660 60,442 80,967 Feb 13 12:30 PM Feinglass Michael 10% Owner Dec 27 '23 Sale 10.10 30,000 303,144 397,496 Dec 29 06:23 PM Nelson Andrew Rowan Dec 19 '23 Sale 10.29 8,403 86,471 29,307 Dec 20 07:08 PM Abell Alexander I. Dec 14 '23 Sale 10.03 17,496 175,512 400,000 Dec 18 05:22 PM Abell Alexander I. Dec 08 '23 Sale 9.93 20,000 198,600 417,496 Dec 12 11:20 AM Feinglass Michael 10% Owner Dec 01 '23 Sale 10.13 20,000 202,556 427,496 Dec 04 06:55 PM Feinglass Michael 10% Owner Nov 30 '23 Sale 10.10 10,000 101,012 447,496 Dec 04 06:55 PM Abell Alexander I. Nov 29 '23 Sale 9.95 20,000 199,000 437,496 Dec 01 08:50 AM Poston Edwin A. Director Nov 28 '23 Sale 9.66 18,595 179,654 0 Dec 01 05:51 PM Abell Alexander I. Nov 20 '23 Sale 9.43 14,445 136,216 457,496 Dec 01 08:50 AM McCoy David M. Director Nov 16 '23 Buy 9.31 4,000 37,247 39,275 Nov 28 05:10 PM McCoy David M. Director Nov 14 '23 Buy 9.90 10,000 99,000 35,275 Nov 28 05:10 PM Nelson Andrew Rowan Aug 18 '23 Sale 12.53 10,000 125,250 37,710 Aug 18 05:18 PM Nelson Andrew Rowan Aug 17 '23 Sale 12.65 5,000 63,250 47,710 Aug 18 05:18 PM Nelson Andrew Rowan Aug 16 '23 Sale 12.66 5,000 63,300 52,710 Aug 18 05:18 PM Nelson Andrew Rowan Jun 14 '23 Sale 11.57 20,000 231,400 57,710 Jun 16 05:39 PM
Index S&P 500
P/E 9.18
EPS (ttm) 9.07
Insider Own 9.87%
Shs Outstand 578.48M
Perf Week -0.48%
Market Cap 47.88B
Forward P/E 12.09
EPS next Y 6.89
Insider Trans -0.51%
Shs Float 518.61M
Perf Month -1.36%
Income 5.35B
PEG 1.24
EPS next Q 1.61
Inst Own 60.29%
Short Float 2.46%
Perf Quarter 8.32%
Sales 19.34B
P/S 2.48
EPS this Y 3.32%
Inst Trans -0.94%
Short Ratio 5.46
Perf Half Y 5.26%
Book/sh 41.27
P/B 2.02
EPS next Y 6.96%
ROA 4.14%
Short Interest 12.76M
Perf Year 23.53%
Cash/sh -
P/C -
EPS next 5Y 7.40%
ROE 24.70%
52W Range 64.10 - 86.26
Perf YTD 0.86%
Dividend Est. 1.94 (2.33%)
P/FCF 14.37
EPS past 5Y 15.60%
ROI 17.00%
52W High -3.54%
Beta 0.95
Dividend TTM 1.76 (2.12%)
Quick Ratio -
Sales past 5Y -2.82%
Gross Margin -
52W Low 29.82%
ATR (14) 1.67
Dividend Ex-Date May 21, 2024
Current Ratio 1.88
EPS Y/Y TTM 31.08%
Oper. Margin 32.50%
RSI (14) 49.66
Volatility 2.93% 2.04%
Employees 12785
Debt/Eq 0.34
Sales Y/Y TTM 1.61%
Profit Margin 27.67%
Recom 2.93
Target Price 84.54
Option/Short Yes / Yes
LT Debt/Eq 0.34
EPS Q/Q 68.16%
Payout 21.59%
Rel Volume 1.24
Prev Close 84.04
Sales Surprise 31.32%
EPS Surprise 4.93%
Sales Q/Q 13.25%
Earnings May 01 AMC
Avg Volume 2.34M
Price 83.21
SMA20 0.41%
SMA50 0.30%
SMA200 4.14%
Trades
Volume 2,901,942
Change -0.99%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Downgrade
Evercore ISI
In-line → Underperform
$76 → $78
Aug-18-23 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$74 → $75
Jun-05-23 Resumed
BofA Securities
Buy
$77
Apr-25-23 Initiated
Wells Fargo
Equal Weight
$73
May-24-22 Initiated
Citigroup
Neutral
$60
Jan-26-22 Initiated
Jefferies
Hold
$60
Jan-21-22 Initiated
Wolfe Research
Peer Perform
$63
Jan-12-22 Reiterated
UBS
Neutral
$54 → $61
Dec-03-21 Initiated
Goldman
Sell
$52
Apr-21-21 Initiated
UBS
Neutral
$55
Jan-12-21 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$53
Jan-08-21 Upgrade
Evercore ISI
Underperform → In-line
$43 → $47
Dec-04-20 Initiated
Goldman
Sell
$43
Mar-20-20 Upgrade
RBC Capital Mkts
Underperform → Sector Perform
$46 → $35
Jul-29-19 Downgrade
Raymond James
Strong Buy → Outperform
$62
Jul-16-19 Downgrade
Evercore ISI
In-line → Underperform
Jan-02-19 Downgrade
JP Morgan
Overweight → Neutral
Aug-01-18 Upgrade
Sandler O'Neill
Hold → Buy
Apr-25-18 Initiated
Credit Suisse
Neutral
$49
Mar-21-18 Reiterated
Barclays
Equal Weight
$90 → $45
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Aflac, Inc. is a holding company, which engages in the provision of financial protection services. It operates through the following segments: Aflac Japan and Aflac U.S. The Aflac Japan segment offers life insurance, death benefits, and cash surrender values. The Aflac U.S. segment sells voluntary supplemental insurance products for people who already have major medical or primary insurance coverage. The company was founded by John Amos, Paul Amos and William Amos on November 17, 1955 and is headquartered in Columbus, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KENNY THOMAS J Director Mar 20 '24 Sale 84.62 5,000 423,105 17,920 Mar 22 09:18 AM RIGGIERI ALBERT SVP, Global CRO Mar 14 '24 Sale 83.34 8,000 666,760 32,825 Mar 15 05:26 PM Collins Arthur Reginald Director Feb 22 '24 Sale 79.73 3,000 239,199 5,592 Feb 23 05:28 PM LAKE CHARLES D II Chairman & Rep. Director, ALIJ Feb 16 '24 Sale 79.91 32,259 2,577,817 61,522 Feb 20 09:18 AM Koide Masatoshi Pres. and Rep. Director, ALIJ Feb 16 '24 Sale 79.91 30,493 2,436,696 86,090 Feb 20 09:11 AM MOSKOWITZ JOSEPH L Director Feb 08 '24 Sale 78.63 600 47,178 26,010 Feb 12 04:09 PM Lloyd Karole Director Feb 06 '24 Buy 77.28 1,000 77,280 44,896 Feb 07 09:27 AM BOWERS WILLIAM P Director Feb 05 '24 Buy 76.00 1,500 114,000 61,817 Feb 07 09:17 AM RIMER BARBARA K Director Feb 02 '24 Option Exercise 29.66 18,210 540,200 53,325 Feb 06 09:20 AM TILLMAN AUDREY B Executive Vice President Feb 02 '24 Option Exercise 30.91 16,280 503,265 193,566 Feb 06 09:26 AM RIMER BARBARA K Director Feb 02 '24 Sale 76.41 18,210 1,391,408 35,115 Feb 06 09:20 AM TILLMAN AUDREY B Executive Vice President Feb 02 '24 Sale 76.61 16,280 1,247,282 180,372 Feb 06 09:26 AM BEAVER STEVEN KENT FSVP, Deputy CFO, Aflac Japan Dec 01 '23 Option Exercise 28.96 3,114 90,197 24,028 Dec 05 09:24 AM BEAVER STEVEN KENT FSVP, Deputy CFO, Aflac Japan Dec 01 '23 Sale 82.71 3,114 257,559 20,914 Dec 05 09:24 AM Koide Masatoshi Pres. and Rep. Director, ALIJ Nov 09 '23 Sale 80.32 32,000 2,570,240 55,598 Nov 13 08:26 AM HOWARD JUNE P Sr. Vice President Nov 07 '23 Option Exercise 30.32 7,795 236,342 129,026 Nov 09 09:28 AM HOWARD JUNE P Sr. Vice President Nov 07 '23 Sale 81.01 6,000 486,078 123,026 Nov 09 09:28 AM LAKE CHARLES D II Chairman & Rep. Director, ALIJ Nov 03 '23 Sale 81.97 17,800 1,459,066 36,125 Nov 06 05:28 PM BOWERS WILLIAM P Director Nov 02 '23 Option Exercise 35.75 23,701 847,311 83,819 Nov 06 09:29 AM Crawford Frederick John President & COO Nov 02 '23 Sale 81.37 100,000 8,137,200 236,539 Nov 06 09:26 AM BOWERS WILLIAM P Director Nov 02 '23 Sale 81.51 23,701 1,931,869 60,118 Nov 06 09:29 AM MOSKOWITZ JOSEPH L Director Oct 02 '23 Sale 76.47 500 38,235 26,598 Oct 03 04:46 PM Daniels James Todd EVP, CFO Aflac Japan Aug 21 '23 Sale 74.51 3,355 249,981 60,274 Aug 22 05:24 PM RIGGIERI ALBERT SVP, Global CRO, Chief Actuary Aug 17 '23 Sale 76.09 7,649 582,051 26,210 Aug 18 05:19 PM LAKE CHARLES D II Chairman & Rep. Director, ALIJ Aug 10 '23 Option Exercise 31.20 16,040 500,528 69,965 Aug 11 05:25 PM LAKE CHARLES D II Chairman & Rep. Director, ALIJ Aug 10 '23 Sale 75.86 16,040 1,216,810 53,925 Aug 11 05:25 PM Miller Virgil Raynard President, Aflac U.S. Aug 03 '23 Sale 77.08 2,626 202,411 2,181 Aug 07 07:41 AM MOSKOWITZ JOSEPH L Director Jul 03 '23 Sale 69.60 500 34,800 27,085 Jul 06 08:27 AM HOWARD JUNE P Sr. Vice President Jun 08 '23 Option Exercise 30.33 1,659 50,322 123,026 Jun 09 05:16 PM MOSKOWITZ JOSEPH L Director May 19 '23 Option Exercise 34.56 19,426 671,460 41,041 May 23 09:15 AM MOSKOWITZ JOSEPH L Director May 19 '23 Sale 67.27 13,471 906,140 27,570 May 23 09:15 AM BEAVER STEVEN KENT SVP, CFO, Aflac US May 12 '23 Option Exercise 30.89 13,118 405,225 29,381 May 15 05:02 PM BEAVER STEVEN KENT SVP, CFO, Aflac US May 12 '23 Sale 66.33 13,118 870,119 20,793 May 15 05:02 PM HOWARD JUNE P Sr. Vice President May 10 '23 Option Exercise 31.11 10,195 317,192 127,632 May 12 09:23 AM HOWARD JUNE P Sr. Vice President May 10 '23 Sale 67.57 8,230 556,101 119,402 May 12 09:23 AM
Index -
P/E 13.05
EPS (ttm) 8.39
Insider Own 49.60%
Shs Outstand 567.76M
Perf Week -2.46%
Market Cap 86.53B
Forward P/E 12.05
EPS next Y 9.08
Insider Trans -0.65%
Shs Float 398.46M
Perf Month -1.46%
Income 4.97B
PEG 0.81
EPS next Q 1.82
Inst Own 41.86%
Short Float 4.30%
Perf Quarter 6.14%
Sales 33.07B
P/S 2.62
EPS this Y 13.24%
Inst Trans -0.68%
Short Ratio 7.31
Perf Half Y 30.85%
Book/sh 22.27
P/B 4.91
EPS next Y 18.98%
ROA 1.75%
Short Interest 17.13M
Perf Year 79.65%
Cash/sh 25.20
P/C 4.34
EPS next 5Y 16.09%
ROE 69.41%
52W Range 57.50 - 117.15
Perf YTD 17.46%
Dividend Est. 1.85 (1.69%)
P/FCF 13.11
EPS past 5Y -
ROI 22.97%
52W High -6.56%
Beta 1.61
Dividend TTM 1.72 (1.57%)
Quick Ratio -
Sales past 5Y 117.61%
Gross Margin 97.23%
52W Low 90.37%
ATR (14) 3.19
Dividend Ex-Date Feb 16, 2024
Current Ratio -
EPS Y/Y TTM 253.07%
Oper. Margin 24.72%
RSI (14) 47.39
Volatility 3.53% 3.00%
Employees 2903
Debt/Eq 0.58
Sales Y/Y TTM 382.21%
Profit Margin 15.02%
Recom 1.78
Target Price 125.00
Option/Short Yes / Yes
LT Debt/Eq 0.54
EPS Q/Q 369.81%
Payout 20.58%
Rel Volume 1.41
Prev Close 112.07
Sales Surprise 1.07%
EPS Surprise -3.67%
Sales Q/Q 126.96%
Earnings May 02 BMO
Avg Volume 2.34M
Price 109.46
SMA20 -1.30%
SMA50 -1.51%
SMA200 14.62%
Trades
Volume 3,296,104
Change -2.33%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-28-24 Resumed
JP Morgan
Overweight
$122
Jan-04-24 Initiated
TD Cowen
Outperform
$115
Dec-06-23 Resumed
BMO Capital Markets
Outperform
$108
Oct-09-23 Downgrade
Oppenheimer
Outperform → Perform
May-19-23 Initiated
Citigroup
Buy
$80
Feb-10-23 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$84 → $88
Jan-03-23 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$77
Oct-19-22 Initiated
Credit Suisse
Outperform
$59.50
Sep-23-22 Upgrade
BofA Securities
Underperform → Neutral
Aug-31-22 Initiated
Barclays
Overweight
$70
Jul-19-22 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$81 → $60
Apr-13-22 Upgrade
Oppenheimer
Perform → Outperform
$64
Dec-16-21 Initiated
Wells Fargo
Overweight
$91
Dec-16-21 Initiated
BofA Securities
Underperform
$78
Nov-05-21 Upgrade
Deutsche Bank
Hold → Buy
$61 → $91
Oct-20-21 Downgrade
Oppenheimer
Outperform → Perform
Apr-14-21 Upgrade
Oppenheimer
Perform → Outperform
$59
Mar-22-21 Upgrade
Citigroup
Neutral → Buy
Mar-09-21 Downgrade
JP Morgan
Overweight → Neutral
$51 → $52
Nov-06-20 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$51
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Apollo Global Management, Inc. provides asset management services. It offers its clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity. The company was founded by Marc Rowan in 1990 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BLACK LEON D Mar 19 '24 Sale 110.71 450,000 49,817,790 42,604,773 Mar 21 05:11 PM KLEINMAN SCOTT Co-President (See Remarks) Mar 01 '24 Sale 110.55 175,345 19,384,143 4,692,393 Mar 05 05:11 PM KLEINMAN SCOTT Co-President (See Remarks) Mar 01 '24 Sale 110.58 32,235 3,564,454 110,752 Mar 05 05:11 PM BLACK LEON D Feb 24 '24 Sale 111.51 300,000 33,452,788 43,054,773 Feb 26 07:20 PM BLACK LEON D Feb 23 '24 Sale 111.55 750,000 83,665,109 43,354,773 Feb 26 07:20 PM BLACK LEON D Feb 22 '24 Sale 111.44 500,000 55,720,421 44,104,773 Feb 26 07:20 PM Chatterjee Whitney Chief Legal Officer Feb 20 '24 Sale 111.10 12,000 1,333,212 123,901 Feb 21 04:57 PM Zelter James C Co-President (See Remarks) Feb 12 '24 Sale 109.16 150,000 16,374,570 1,454,588 Feb 13 05:22 PM Kelly Martin Chief Financial Officer Feb 12 '24 Sale 109.09 14,000 1,527,326 366,572 Feb 13 05:20 PM Zelter James C Co-President (See Remarks) Nov 29 '23 Sale 92.00 17,500 1,610,000 1,112,500 Nov 30 05:51 PM Zelter James C Co-President (See Remarks) Nov 28 '23 Sale 90.85 70,000 6,359,591 1,130,000 Nov 30 05:51 PM Zelter James C Co-President (See Remarks) Nov 17 '23 Sale 86.16 87,500 7,538,921 5,094,585 Nov 20 04:20 PM Krongard A B Director Nov 03 '23 Buy 85.95 1,009 86,719 77,608 Nov 07 04:30 PM Kelly Martin Chief Financial Officer Nov 03 '23 Sale 86.08 20,000 1,721,582 372,961 Nov 07 04:29 PM Zelter James C Co-President (See Remarks) Jul 13 '23 Sale 79.22 60,779 4,814,937 5,678,785 Jul 17 04:31 PM Zelter James C Co-President (See Remarks) Jul 12 '23 Sale 78.82 23,752 1,872,023 5,716,630 Jul 12 06:45 PM Zelter James C Co-President (See Remarks) Jul 11 '23 Sale 77.93 35,777 2,788,155 5,740,382 Jul 12 06:45 PM Zelter James C Co-President (See Remarks) Jul 03 '23 Sale 77.51 3,010 233,302 5,776,159 Jul 05 04:27 PM Zelter James C Co-President (See Remarks) Jun 30 '23 Sale 77.53 11,093 860,090 5,779,169 Jul 05 04:27 PM Zelter James C Co-President (See Remarks) Jun 16 '23 Sale 77.50 9,820 761,062 5,790,262 Jun 20 04:58 PM Zelter James C Co-President (See Remarks) Jun 15 '23 Sale 77.50 300 23,250 5,800,082 Jun 20 04:58 PM HARRIS JOSHUA May 31 '23 Sale 67.51 3,323 224,336 33,741,683 Jun 02 04:21 PM HARRIS JOSHUA May 30 '23 Sale 66.44 300,000 19,933,071 33,745,006 May 30 09:35 PM HARRIS JOSHUA May 26 '23 Sale 65.67 198,802 13,055,001 34,045,006 May 30 09:35 PM HARRIS JOSHUA May 25 '23 Sale 64.29 212,142 13,638,609 34,243,808 May 30 09:35 PM HARRIS JOSHUA May 23 '23 Sale 66.08 10,902 720,404 34,455,950 May 24 09:29 PM HARRIS JOSHUA May 22 '23 Sale 65.51 332,539 21,783,070 34,466,852 May 24 09:29 PM HARRIS JOSHUA May 19 '23 Sale 64.04 5,487 351,387 34,799,391 May 19 06:31 PM HARRIS JOSHUA May 18 '23 Sale 63.78 40,689 2,595,144 34,804,878 May 19 06:31 PM HARRIS JOSHUA May 17 '23 Sale 63.75 141,630 9,028,912 34,845,567 May 19 06:31 PM HARRIS JOSHUA May 15 '23 Sale 63.60 14,744 937,718 34,987,197 May 16 07:52 PM HARRIS JOSHUA May 12 '23 Sale 63.88 9,500 606,860 35,001,941 May 16 07:52 PM HARRIS JOSHUA May 11 '23 Sale 63.91 43,431 2,775,675 35,011,441 May 11 06:58 PM HARRIS JOSHUA May 10 '23 Sale 63.84 340,886 21,760,835 35,054,872 May 11 06:58 PM HARRIS JOSHUA May 09 '23 Sale 62.85 187,734 11,799,082 35,395,758 May 11 06:58 PM
Index RUT
P/E 27.46
EPS (ttm) 2.57
Insider Own 48.02%
Shs Outstand 49.16M
Perf Week 0.28%
Market Cap 3.49B
Forward P/E 22.11
EPS next Y 3.19
Insider Trans -0.06%
Shs Float 25.74M
Perf Month -3.50%
Income 127.74M
PEG 14.45
EPS next Q 0.68
Inst Own 56.00%
Short Float 6.46%
Perf Quarter 0.80%
Sales 483.56M
P/S 7.23
EPS this Y -1.13%
Inst Trans -1.04%
Short Ratio 5.90
Perf Half Y 33.40%
Book/sh 7.76
P/B 9.10
EPS next Y 13.69%
ROA 18.31%
Short Interest 1.66M
Perf Year 24.77%
Cash/sh 4.71
P/C 14.99
EPS next 5Y 1.90%
ROE 35.69%
52W Range 50.05 - 78.58
Perf YTD -6.81%
Dividend Est. 2.36 (3.34%)
P/FCF 26.03
EPS past 5Y 1.62%
ROI 24.93%
52W High -10.19%
Beta 1.50
Dividend TTM 2.30 (3.26%)
Quick Ratio -
Sales past 5Y 6.54%
Gross Margin 85.68%
52W Low 41.00%
ATR (14) 2.38
Dividend Ex-Date Mar 01, 2024
Current Ratio -
EPS Y/Y TTM -23.07%
Oper. Margin 34.21%
RSI (14) 49.21
Volatility 2.85% 2.91%
Employees 405
Debt/Eq 0.37
Sales Y/Y TTM -9.69%
Profit Margin 26.42%
Recom 3.00
Target Price 69.00
Option/Short Yes / Yes
LT Debt/Eq 0.35
EPS Q/Q -4.87%
Payout 87.55%
Rel Volume 0.67
Prev Close 69.66
Sales Surprise -1.65%
EPS Surprise -1.12%
Sales Q/Q -0.05%
Earnings Apr 17 AMC
Avg Volume 281.81K
Price 70.57
SMA20 0.08%
SMA50 -2.35%
SMA200 7.19%
Trades
Volume 189,903
Change 1.31%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-05-24 Initiated
UBS
Sell
$68
Feb-18-21 Upgrade
Sidoti
Neutral → Buy
$83
Jan-21-21 Resumed
Sidoti
Neutral
$83
Nov-19-20 Upgrade
BofA Securities
Neutral → Buy
$65 → $76
Apr-24-20 Upgrade
BofA/Merrill
Underperform → Neutral
$54
Apr-22-19 Downgrade
Gabelli & Co
Buy → Hold
Feb-21-19 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$36
Jan-26-18 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
Jan-11-18 Downgrade
Gabelli & Co
Buy → Hold
$54
Mar-03-17 Initiated
Sidoti
Buy
$46
Jul-15-16 Initiated
Credit Suisse
Neutral
Apr-11-16 Initiated
Sidoti
Buy
$51
Mar-15-16 Upgrade
BofA/Merrill
Underperform → Buy
$28 → $37
Oct-07-15 Initiated
Keefe Bruyette
Mkt Perform
Oct-16-14 Upgrade
Gabelli & Co
Hold → Buy
Apr-21-14 Downgrade
Gabelli & Co
Buy → Hold
Jan-07-11 Reiterated
Deutsche Bank
Hold
$26 → $27
Jul-23-10 Reiterated
Deutsche Bank
Hold
$25 → $23
Jun-07-10 Reiterated
Deutsche Bank
Hold
$27 → $25
Jul-25-08 Reiterated
UBS
Neutral
$31 → $27
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Cohen & Steers, Inc. is a holding company which operates as an investment manager specializing in liquid real assets, which include real estate securities, listed infrastructure, commodities, natural resource equities, preferred securities, and other income solutions. It manages investment vehicles, such as institutional accounts, open-end funds and closed-end funds. The company was founded by Martin Cohen and Robert Hamilton Steers in 1986 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Villani Edmond D Director Mar 12 '24 Sale 72.99 4,000 291,960 33,781 Mar 14 05:21 PM Simon Richard P Director Feb 26 '24 Sale 71.81 3,058 219,595 21,915 Feb 26 07:10 PM Simon Richard P Director Feb 23 '24 Sale 71.76 6,942 498,158 24,973 Feb 26 07:10 PM Dulik Elena Chief Accounting Officer, SVP Dec 07 '23 Sale 62.28 725 45,153 19,862 Dec 07 04:22 PM Simon Richard P Director Oct 25 '23 Sale 50.45 10,000 504,500 31,550 Oct 26 05:40 PM Dulik Elena Chief Accounting Officer, SVP Jul 24 '23 Sale 66.12 1,950 128,934 20,427 Jul 25 04:20 PM
Index -
P/E 59.31
EPS (ttm) 4.96
Insider Own 37.32%
Shs Outstand 42.73M
Perf Week 2.70%
Market Cap 12.57B
Forward P/E 35.62
EPS next Y 8.25
Insider Trans -2.10%
Shs Float 26.79M
Perf Month -3.28%
Income 212.90M
PEG 3.71
EPS next Q -
Inst Own 59.52%
Short Float 0.70%
Perf Quarter 5.78%
Sales 2.12B
P/S 5.93
EPS this Y 37.46%
Inst Trans 0.42%
Short Ratio 1.47
Perf Half Y 14.31%
Book/sh 32.36
P/B 9.09
EPS next Y 17.28%
ROA 6.23%
Short Interest 0.19M
Perf Year 61.44%
Cash/sh 9.57
P/C 30.73
EPS next 5Y 16.00%
ROE 16.45%
52W Range 180.48 - 316.05
Perf YTD 2.72%
Dividend Est. 1.76 (0.60%)
P/FCF 47.81
EPS past 5Y -5.02%
ROI 8.71%
52W High -6.97%
Beta 1.17
Dividend TTM 1.56 (0.53%)
Quick Ratio 0.93
Sales past 5Y 15.38%
Gross Margin 51.43%
52W Low 62.92%
ATR (14) 6.27
Dividend Ex-Date Jul 12, 2024
Current Ratio 0.93
EPS Y/Y TTM 1167.25%
Oper. Margin 15.60%
RSI (14) 47.39
Volatility 1.86% 2.16%
Employees 11334
Debt/Eq 0.82
Sales Y/Y TTM 11.45%
Profit Margin 10.04%
Recom 1.00
Target Price 345.00
Option/Short Yes / Yes
LT Debt/Eq 0.77
EPS Q/Q 935.01%
Payout 46.52%
Rel Volume 0.76
Prev Close 290.98
Sales Surprise -
EPS Surprise -
Sales Q/Q 11.11%
Earnings Apr 24 AMC
Avg Volume 127.83K
Price 294.03
SMA20 -1.56%
SMA50 -2.46%
SMA200 10.60%
Trades
Volume 97,591
Change 1.05%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-30-23 Upgrade
Redburn Atlantic
Neutral → Overweight
$320
Jan-11-23 Downgrade
Redburn
Buy → Neutral
Sep-20-22 Upgrade
Redburn
Neutral → Buy
Oct-31-08 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$67 → $40
May-02-08 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mansueto Joseph D Executive Chairman May 02 '24 Sale 290.11 8,321 2,414,015 10,750,266 May 03 04:49 PM Mansueto Joseph D Executive Chairman May 01 '24 Sale 286.72 8,325 2,386,975 10,758,587 May 03 04:49 PM Mansueto Joseph D Executive Chairman Mar 12 '24 Sale 307.73 8,614 2,650,789 10,766,912 Mar 14 05:04 PM Mansueto Joseph D Executive Chairman Mar 11 '24 Sale 307.69 1,297 399,072 10,775,526 Mar 12 05:18 PM Kaplan Steven N Director Mar 11 '24 Sale 306.81 1,250 383,516 44,427 Mar 12 05:16 PM Mansueto Joseph D Executive Chairman Mar 08 '24 Sale 311.07 4,675 1,454,252 10,776,823 Mar 12 05:18 PM Mansueto Joseph D Executive Chairman Mar 07 '24 Sale 311.72 8,533 2,659,946 10,781,498 Mar 08 04:48 PM Mansueto Joseph D Executive Chairman Mar 06 '24 Sale 309.15 9,982 3,085,889 10,790,031 Mar 08 04:48 PM Mansueto Joseph D Executive Chairman Mar 05 '24 Sale 303.79 11,717 3,559,458 10,800,013 Mar 06 06:08 PM Mansueto Joseph D Executive Chairman Mar 04 '24 Sale 303.17 9,861 2,989,596 10,811,730 Mar 06 06:08 PM Mansueto Joseph D Executive Chairman Mar 01 '24 Sale 298.38 6,025 1,797,718 10,821,591 Mar 04 05:20 PM Mansueto Joseph D Executive Chairman Feb 29 '24 Sale 298.64 4,398 1,313,427 10,827,616 Mar 04 05:20 PM Mansueto Joseph D Executive Chairman Feb 28 '24 Sale 296.94 9,935 2,950,114 10,832,014 Feb 29 05:01 PM Mansueto Joseph D Executive Chairman Feb 27 '24 Sale 294.87 11,024 3,250,599 10,841,949 Feb 29 05:01 PM Mansueto Joseph D Executive Chairman Feb 26 '24 Sale 298.80 6,198 1,851,973 10,852,973 Feb 27 05:20 PM Mansueto Joseph D Executive Chairman Feb 23 '24 Sale 298.12 12,650 3,771,159 10,859,171 Feb 27 05:20 PM Mansueto Joseph D Executive Chairman Feb 22 '24 Sale 276.18 11,742 3,242,941 10,871,821 Feb 23 04:41 PM Mansueto Joseph D Executive Chairman Feb 21 '24 Sale 272.65 3,748 1,021,904 10,883,563 Feb 23 04:41 PM Mansueto Joseph D Executive Chairman Feb 20 '24 Sale 273.07 4,176 1,140,340 10,887,311 Feb 21 04:18 PM Mansueto Joseph D Executive Chairman Feb 16 '24 Sale 277.60 1,367 379,483 10,891,487 Feb 20 05:06 PM Mansueto Joseph D Executive Chairman Feb 15 '24 Sale 277.78 6,863 1,906,400 10,892,854 Feb 20 05:06 PM Mansueto Joseph D Executive Chairman Feb 14 '24 Sale 275.94 8,993 2,481,502 10,899,717 Feb 15 05:53 PM Mansueto Joseph D Executive Chairman Feb 12 '24 Sale 282.08 7,481 2,110,273 10,908,710 Feb 13 05:02 PM Mansueto Joseph D Executive Chairman Feb 09 '24 Sale 278.69 7,668 2,137,018 10,916,191 Feb 13 05:02 PM Mansueto Joseph D Executive Chairman Feb 08 '24 Sale 277.66 3,292 914,050 10,923,859 Feb 09 04:29 PM Mansueto Joseph D Executive Chairman Feb 07 '24 Sale 277.23 7,470 2,070,939 10,927,151 Feb 09 04:29 PM Mansueto Joseph D Executive Chairman Feb 06 '24 Sale 275.22 45 12,385 10,934,621 Feb 07 01:35 PM Mansueto Joseph D Executive Chairman Feb 05 '24 Sale 276.97 100 27,697 10,934,666 Feb 07 01:35 PM Mansueto Joseph D Executive Chairman Feb 02 '24 Sale 279.24 220 61,433 10,934,766 Feb 05 05:16 PM Mansueto Joseph D Executive Chairman Feb 01 '24 Sale 279.39 6,926 1,935,029 10,934,986 Feb 05 05:16 PM Mansueto Joseph D Executive Chairman Nov 27 '23 Sale 277.17 6,257 1,734,274 11,342,505 Nov 29 12:43 PM Mansueto Joseph D Executive Chairman Nov 24 '23 Sale 275.86 6,555 1,808,263 11,348,762 Nov 27 02:09 PM Mansueto Joseph D Executive Chairman Nov 22 '23 Sale 275.77 12,650 3,488,434 11,355,317 Nov 24 11:09 AM Mansueto Joseph D Executive Chairman Nov 21 '23 Sale 274.11 12,650 3,467,547 11,367,967 Nov 24 11:09 AM Mansueto Joseph D Executive Chairman Nov 20 '23 Sale 271.95 11,693 3,179,874 11,380,617 Nov 21 12:49 PM DUBINSKY JASON Chief Financial Officer Nov 17 '23 Option Exercise 0.00 1,205 0 22,566 Nov 20 05:46 PM Kapoor Kunal CEO Nov 17 '23 Option Exercise 0.00 5,274 0 130,183 Nov 20 08:52 PM Dunn Daniel Joseph Chief Revenue Officer Nov 17 '23 Option Exercise 0.00 678 0 13,505 Nov 20 05:46 PM Mansueto Joseph D Executive Chairman Nov 17 '23 Sale 271.00 10,328 2,798,891 11,392,310 Nov 21 12:49 PM Mansueto Joseph D Executive Chairman Nov 16 '23 Sale 270.20 12,650 3,418,074 11,402,638 Nov 17 11:18 AM Mansueto Joseph D Executive Chairman Nov 15 '23 Sale 269.04 7,776 2,092,080 11,415,288 Nov 17 11:18 AM Mansueto Joseph D Executive Chairman Nov 14 '23 Sale 268.46 12,609 3,385,065 11,423,064 Nov 15 01:44 PM Diamonte Robin Director Nov 14 '23 Sale 268.91 400 107,564 8,935 Nov 15 02:08 PM Mansueto Joseph D Executive Chairman Nov 13 '23 Sale 265.56 8,624 2,290,153 11,435,673 Nov 15 01:44 PM Mansueto Joseph D Executive Chairman Nov 10 '23 Sale 263.82 9,525 2,512,919 11,444,297 Nov 13 12:13 PM Mansueto Joseph D Executive Chairman Nov 09 '23 Sale 262.13 2,650 694,645 11,453,822 Nov 13 12:13 PM Mansueto Joseph D Executive Chairman Nov 08 '23 Sale 262.05 6,726 1,762,524 11,456,472 Nov 09 01:20 PM Mansueto Joseph D Executive Chairman Nov 07 '23 Sale 262.43 8,297 2,177,344 11,463,198 Nov 09 01:20 PM Mansueto Joseph D Executive Chairman Nov 06 '23 Sale 262.98 11,334 2,980,623 11,471,495 Nov 07 01:58 PM Mansueto Joseph D Executive Chairman Nov 03 '23 Sale 262.61 9,376 2,462,190 11,482,829 Nov 07 01:58 PM Mansueto Joseph D Executive Chairman Nov 02 '23 Sale 257.71 12,650 3,260,057 11,492,205 Nov 03 01:50 PM Mansueto Joseph D Executive Chairman Nov 01 '23 Sale 254.85 12,650 3,223,878 11,504,855 Nov 03 01:50 PM Landis Gail S Director Sep 05 '23 Sale 250.00 580 145,000 5,147 Sep 07 12:13 PM Mansueto Joseph D Executive Chairman Sep 01 '23 Sale 235.22 11,394 2,680,135 11,517,505 Sep 05 04:01 PM Mansueto Joseph D Executive Chairman Aug 31 '23 Sale 231.24 12,650 2,925,149 11,528,899 Sep 05 04:01 PM Mansueto Joseph D Executive Chairman Aug 30 '23 Sale 226.91 10,315 2,340,612 11,541,549 Aug 31 12:57 PM Mansueto Joseph D Executive Chairman Aug 29 '23 Sale 226.47 6,615 1,498,109 11,551,864 Aug 31 12:57 PM Mansueto Joseph D Executive Chairman Aug 28 '23 Sale 225.07 12,650 2,847,132 11,558,479 Aug 29 05:05 PM Mansueto Joseph D Executive Chairman Aug 25 '23 Sale 221.22 12,650 2,798,459 11,571,129 Aug 29 05:05 PM Mansueto Joseph D Executive Chairman Aug 24 '23 Sale 220.23 9,415 2,073,475 11,184,499 Aug 25 03:46 PM Mansueto Joseph D Executive Chairman Aug 23 '23 Sale 218.86 8,835 1,933,652 11,193,914 Aug 25 03:46 PM Mansueto Joseph D Executive Chairman Aug 22 '23 Sale 215.35 8,809 1,897,027 11,202,749 Aug 23 03:45 PM Mansueto Joseph D Executive Chairman Aug 21 '23 Sale 215.59 4,963 1,069,986 11,211,558 Aug 23 03:45 PM Mansueto Joseph D Executive Chairman Aug 18 '23 Sale 219.39 224 49,143 11,216,521 Aug 21 11:04 AM Mansueto Joseph D Executive Chairman Aug 17 '23 Sale 221.00 12,650 2,795,620 11,216,745 Aug 21 11:04 AM Mansueto Joseph D Executive Chairman Aug 16 '23 Sale 219.39 7,799 1,711,032 11,229,395 Aug 17 02:11 PM Mansueto Joseph D Executive Chairman Aug 15 '23 Sale 218.60 5,503 1,202,964 11,237,194 Aug 17 02:11 PM Mansueto Joseph D Executive Chairman Aug 14 '23 Sale 219.04 3,050 668,085 11,242,697 Aug 15 03:40 PM Mansueto Joseph D Executive Chairman Aug 11 '23 Sale 219.42 5,650 1,239,700 11,245,747 Aug 15 03:40 PM Mansueto Joseph D Executive Chairman Aug 10 '23 Sale 219.14 8,248 1,807,507 11,251,397 Aug 11 04:15 PM Mansueto Joseph D Executive Chairman Aug 09 '23 Sale 220.07 3,740 823,053 11,259,645 Aug 11 04:15 PM Mansueto Joseph D Executive Chairman Aug 08 '23 Sale 220.64 6,022 1,328,707 11,263,385 Aug 09 12:47 PM Mansueto Joseph D Executive Chairman Aug 07 '23 Sale 221.31 8,543 1,890,659 11,269,407 Aug 09 12:47 PM Mansueto Joseph D Executive Chairman Aug 04 '23 Sale 224.68 983 220,861 11,277,950 Aug 07 04:19 PM Mansueto Joseph D Executive Chairman Aug 03 '23 Sale 225.05 9,477 2,132,826 11,278,933 Aug 07 04:19 PM Dunn Daniel Joseph Chief Revenue Officer Aug 02 '23 Sale 224.93 2,000 449,850 12,827 Aug 03 02:41 PM Mansueto Joseph D Executive Chairman Aug 02 '23 Sale 226.91 120 27,229 11,288,410 Aug 03 01:20 PM Mansueto Joseph D Executive Chairman Aug 01 '23 Sale 229.98 4,695 1,079,743 11,288,530 Aug 03 01:20 PM Landis Gail S Director Jul 27 '23 Sale 225.00 395 88,875 5,727 Jul 28 02:48 PM Mansueto Joseph D Executive Chairman Jul 10 '23 Sale 198.17 11,684 2,315,389 11,293,225 Jul 11 01:43 PM Mansueto Joseph D Executive Chairman Jul 07 '23 Sale 197.46 11,218 2,215,058 11,304,909 Jul 11 01:43 PM Mansueto Joseph D Executive Chairman Jul 06 '23 Sale 193.74 6,550 1,268,979 11,316,127 Jul 07 03:09 PM Mansueto Joseph D Executive Chairman Jul 05 '23 Sale 195.61 260 50,859 11,322,677 Jul 07 03:09 PM Mansueto Joseph D Executive Chairman Jul 03 '23 Sale 195.81 6,950 1,360,857 11,322,937 Jul 05 12:18 PM Mansueto Joseph D Executive Chairman Jun 30 '23 Sale 194.47 12,650 2,460,033 11,329,887 Jul 03 03:11 PM Mansueto Joseph D Executive Chairman Jun 29 '23 Sale 190.81 12,650 2,413,781 11,342,537 Jul 03 03:11 PM Mansueto Joseph D Executive Chairman Jun 28 '23 Sale 188.15 7,644 1,438,199 11,355,187 Jun 29 03:51 PM Mansueto Joseph D Executive Chairman Jun 27 '23 Sale 187.88 12,650 2,376,678 11,362,831 Jun 29 03:51 PM Mansueto Joseph D Executive Chairman Jun 26 '23 Sale 192.92 240 46,300 11,375,481 Jun 27 04:05 PM Mansueto Joseph D Executive Chairman Jun 23 '23 Sale 195.99 2,589 507,428 11,375,721 Jun 27 04:05 PM Mansueto Joseph D Executive Chairman Jun 21 '23 Sale 203.03 5,519 1,120,544 11,378,310 Jun 23 03:23 PM Mansueto Joseph D Executive Chairman Jun 16 '23 Sale 207.38 4,280 887,597 11,383,829 Jun 20 03:42 PM Mansueto Joseph D Executive Chairman Jun 15 '23 Sale 206.05 8,473 1,745,831 11,388,109 Jun 20 03:42 PM Mansueto Joseph D Executive Chairman Jun 14 '23 Sale 204.63 3,423 700,456 11,396,582 Jun 15 04:38 PM Mansueto Joseph D Executive Chairman Jun 13 '23 Sale 203.38 10,539 2,143,411 11,400,005 Jun 15 04:38 PM Mansueto Joseph D Executive Chairman Jun 12 '23 Sale 203.58 1 204 11,410,544 Jun 13 03:19 PM Mansueto Joseph D Executive Chairman Jun 09 '23 Sale 205.54 3,761 773,017 11,410,545 Jun 13 03:19 PM Mansueto Joseph D Executive Chairman Jun 08 '23 Sale 205.79 8,478 1,744,676 11,414,306 Jun 09 11:20 AM Mansueto Joseph D Executive Chairman Jun 07 '23 Sale 207.24 3,517 728,847 11,422,784 Jun 09 11:20 AM Mansueto Joseph D Executive Chairman Jun 06 '23 Sale 206.48 7,057 1,457,101 11,426,301 Jun 07 12:55 PM
Index RUT
P/E 15.40
EPS (ttm) 0.94
Insider Own 0.88%
Shs Outstand 9.48M
Perf Week -4.14%
Market Cap 137.22M
Forward P/E 8.62
EPS next Y 1.68
Insider Trans 10.97%
Shs Float 9.40M
Perf Month -3.56%
Income 8.89M
PEG 1.75
EPS next Q 0.40
Inst Own 70.51%
Short Float 0.41%
Perf Quarter -10.20%
Sales 118.37M
P/S 1.16
EPS this Y 39.29%
Inst Trans -0.63%
Short Ratio 1.65
Perf Half Y -18.17%
Book/sh 8.16
P/B 1.77
EPS next Y 7.69%
ROA 5.10%
Short Interest 0.04M
Perf Year -20.47%
Cash/sh 4.18
P/C 3.46
EPS next 5Y 8.80%
ROE 10.56%
52W Range 13.93 - 23.20
Perf YTD -14.85%
Dividend Est. 0.77 (5.32% )
P/FCF 7.23
EPS past 5Y -3.63%
ROI 8.00%
52W High -37.61%
Beta 0.87
Dividend TTM 0.75 (5.18% )
Quick Ratio -
Sales past 5Y 4.03%
Gross Margin -
52W Low 3.91%
ATR (14) 0.55
Dividend Ex-Date Mar 07, 2024
Current Ratio -
EPS Y/Y TTM -36.44%
Oper. Margin 15.23%
RSI (14) 41.38
Volatility 4.00% 3.49%
Employees 149
Debt/Eq 0.38
Sales Y/Y TTM -2.02%
Profit Margin 7.51%
Recom 1.00
Target Price 23.17
Option/Short Yes / Yes
LT Debt/Eq 0.32
EPS Q/Q -5.74%
Payout 76.75%
Rel Volume 0.89
Prev Close 14.53
Sales Surprise 0.55%
EPS Surprise -16.46%
Sales Q/Q 2.72%
Earnings May 03 BMO
Avg Volume 23.13K
Price 14.48
SMA20 -1.62%
SMA50 -6.04%
SMA200 -14.53%
Trades
Volume 20,512
Change -0.38%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-21-20 Initiated
Janney
Buy
$18.50
May-11-15 Downgrade
Raymond James
Strong Buy → Outperform
$20 → $17
May-02-24 09:57PM
06:08PM
04:36PM
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(Simply Wall St.) +12.31%
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Silvercrest Asset Management Group, Inc. operates as a wealth management firm. The firm provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors. It also offers portfolio, equity, and fixed income management and outsourced investment services. The company was founded in April 2002 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HOUGH RICHARD R III Chairman and CEO Apr 30 '24 Option Exercise 14.54 60,742 883,189 668,910 May 02 05:55 PM Long Path Smaller Companies Fu 10% Owner Apr 30 '24 Buy 15.05 5,112 76,936 940,798 May 02 07:27 PM Gray John Allen Managing Director Mar 13 '24 Buy 15.84 3,135 49,658 21,110 Mar 14 04:30 PM HOUGH RICHARD R III Chairman and CEO Sep 13 '23 Option Exercise 13.97 105,398 1,472,410 691,496 Sep 15 08:47 PM
Index -
P/E -
EPS (ttm) -0.34
Insider Own 7.78%
Shs Outstand 87.43M
Perf Week 0.15%
Market Cap 3.41B
Forward P/E 9.33
EPS next Y 4.19
Insider Trans -1.10%
Shs Float 80.61M
Perf Month -2.74%
Income -22.15M
PEG -
EPS next Q 0.47
Inst Own 68.99%
Short Float 2.31%
Perf Quarter -4.73%
Sales 2.78B
P/S 1.23
EPS this Y 286.55%
Inst Trans -3.90%
Short Ratio 1.68
Perf Half Y 39.91%
Book/sh 4.34
P/B 9.00
EPS next Y 40.68%
ROA -0.48%
Short Interest 1.86M
Perf Year 31.00%
Cash/sh 10.95
P/C 3.57
EPS next 5Y 7.30%
ROE -5.25%
52W Range 25.82 - 42.24
Perf YTD 12.21%
Dividend Est. 2.00 (5.12% )
P/FCF 14.63
EPS past 5Y -
ROI -0.87%
52W High -7.55%
Beta 1.42
Dividend TTM 2.50 (6.40% )
Quick Ratio -
Sales past 5Y -1.55%
Gross Margin 96.96%
52W Low 51.24%
ATR (14) 1.24
Dividend Ex-Date May 03, 2024
Current Ratio -
EPS Y/Y TTM -111.99%
Oper. Margin -3.25%
RSI (14) 49.88
Volatility 2.88% 2.97%
Employees 3291
Debt/Eq 5.90
Sales Y/Y TTM 2.00%
Profit Margin -0.80%
Recom 1.78
Target Price 48.43
Option/Short Yes / Yes
LT Debt/Eq 5.49
EPS Q/Q 231.20%
Payout -
Rel Volume 0.42
Prev Close 39.27
Sales Surprise 10.02%
EPS Surprise 19.22%
Sales Q/Q 44.96%
Earnings Apr 25 BMO
Avg Volume 1.10M
Price 39.05
SMA20 0.17%
SMA50 -0.69%
SMA200 12.18%
Trades
Volume 462,389
Change -0.56%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-29-24 Resumed
Keefe Bruyette
Outperform
$51
Jan-03-24 Upgrade
Wolfe Research
Peer Perform → Outperform
$42
Sep-19-23 Downgrade
Goldman
Neutral → Sell
$37 → $32
Jul-13-23 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$31 → $36
Jul-12-23 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$36 → $43
Jul-03-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Apr-12-23 Upgrade
Morgan Stanley
Underweight → Equal-Weight
$29 → $36
Jul-18-22 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$40 → $30
Jul-13-22 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$38 → $30
Apr-07-22 Downgrade
Wolfe Research
Peer Perform → Underperform
$39
Mar-08-22 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$40
Feb-04-22 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$52 → $49
Oct-01-21 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$53 → $58
Apr-07-21 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$61
Jan-14-21 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$50
Dec-16-20 Initiated
Seaport Global Securities
Buy
$49
Dec-14-20 Upgrade
Morgan Stanley
Underweight → Equal-Weight
$52
Oct-02-20 Upgrade
Wolfe Research
Underperform → Peer Perform
$36
Jun-23-20 Initiated
Credit Suisse
Neutral
$32
Apr-24-20 Downgrade
CFRA
Hold → Sell
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(The Wall Street Journal)
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Lazard, Inc. is a financial advisory and asset management firm, which engages in the provision of crafting solutions to the clients, including corporations, governments, institutions, partnerships, and individuals. It operates through the Financial Advisory and Asset Management segments. The Financial Advisory segment offers corporate, partnership, institutional, government, sovereign, and individual clients, an array of financial advisory services regarding mergers and acquisitions, restructurings, capital structure, capital raising, and corporate preparedness. The Asset Management segment provides global investment solutions and investment management services. The company was founded by Alexandre Lazard, Lazare Lazard, and Simon Lazard in 1848 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Russo Evan L CEO of Asset Management Mar 13 '24 Sale 39.35 75,000 2,951,250 227,448 Mar 13 05:27 PM Gathy Michael Chief Accounting Officer Feb 14 '24 Sale 37.22 385 14,330 0 Feb 15 07:47 PM
Index RUT
P/E 35.59
EPS (ttm) 3.25
Insider Own 10.93%
Shs Outstand 38.61M
Perf Week 1.00%
Market Cap 4.68B
Forward P/E 25.86
EPS next Y 4.47
Insider Trans -1.23%
Shs Float 36.04M
Perf Month 4.26%
Income 123.58M
PEG 2.37
EPS next Q 1.01
Inst Own 90.60%
Short Float 2.42%
Perf Quarter -3.42%
Sales 489.96M
P/S 9.55
EPS this Y 5.33%
Inst Trans -0.98%
Short Ratio 3.24
Perf Half Y 35.73%
Book/sh 12.12
P/B 9.54
EPS next Y 27.14%
ROA 10.59%
Short Interest 0.87M
Perf Year 65.20%
Cash/sh 4.19
P/C 27.62
EPS next 5Y 15.00%
ROE 28.65%
52W Range 62.86 - 121.90
Perf YTD 1.97%
Dividend Est. 1.73 (1.50%)
P/FCF 41.27
EPS past 5Y 26.44%
ROI 16.64%
52W High -5.11%
Beta 1.20
Dividend TTM 1.78 (1.54%)
Quick Ratio -
Sales past 5Y 20.92%
Gross Margin -
52W Low 84.01%
ATR (14) 2.79
Dividend Ex-Date Mar 14, 2024
Current Ratio -
EPS Y/Y TTM 26.36%
Oper. Margin 41.06%
RSI (14) 59.91
Volatility 2.44% 2.52%
Employees 600
Debt/Eq 0.59
Sales Y/Y TTM -6.00%
Profit Margin 25.22%
Recom 3.00
Target Price 118.20
Option/Short Yes / Yes
LT Debt/Eq 0.59
EPS Q/Q 64.28%
Payout 53.12%
Rel Volume 0.77
Prev Close 115.33
Sales Surprise -3.99%
EPS Surprise -22.83%
Sales Q/Q -1.42%
Earnings Feb 06 BMO
Avg Volume 268.43K
Price 115.67
SMA20 2.54%
SMA50 3.70%
SMA200 14.17%
Trades
Volume 206,157
Change 0.29%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Downgrade
JP Morgan
Overweight → Neutral
$115
Jan-11-24 Downgrade
Oppenheimer
Outperform → Perform
May-26-23 Upgrade
Oppenheimer
Perform → Outperform
$87
Mar-15-23 Upgrade
JP Morgan
Neutral → Overweight
$85
Aug-09-22 Downgrade
UBS
Buy → Neutral
$72 → $75
Dec-16-21 Initiated
Wells Fargo
Equal Weight
$109
Jan-26-21 Downgrade
Morgan Stanley
Overweight → Equal-Weight
Dec-16-20 Initiated
UBS
Buy
$83
Mar-30-20 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$56
Feb-07-20 Initiated
William Blair
Outperform
Jul-11-19 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$49 → $53
Jun-25-19 Initiated
Oppenheimer
Perform
Apr-11-19 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$44 → $56
Nov-01-18 Downgrade
JP Morgan
Overweight → Neutral
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(Simply Wall St.) -10.71%
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Hamilton Lane, Inc. is a holding company, which engages in the provision of private markets investment solutions. The firm works with clients to conceive, structure, build out, manage, and monitor portfolios of private markets funds and direct investments. It also offers the following solutions: customized separate accounts, specialized funds, advisory services, distribution management, and reporting, monitoring, data, and analytics. The company was founded in 1991 and is headquartered in Conshohocken, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Oakville Number 2 Trust 10% Owner Mar 07 '24 Sale 108.00 55,000 5,940,000 480,015 Mar 11 05:29 PM Varma Atul Senior Advisor Aug 16 '23 Sale 92.25 459 42,343 8,786 Aug 18 04:05 PM
Index -
P/E 8.12
EPS (ttm) 1.48
Insider Own 23.20%
Shs Outstand 9.14M
Perf Week -5.93%
Market Cap 112.43M
Forward P/E -
EPS next Y -
Insider Trans -0.64%
Shs Float 7.17M
Perf Month -8.85%
Income 12.15M
PEG -
EPS next Q -
Inst Own 50.89%
Short Float 0.09%
Perf Quarter -0.82%
Sales 95.84M
P/S 1.17
EPS this Y -
Inst Trans -5.61%
Short Ratio 0.53
Perf Half Y 29.29%
Book/sh 13.06
P/B 0.92
EPS next Y -
ROA 8.35%
Short Interest 0.01M
Perf Year -0.08%
Cash/sh 2.77
P/C 4.34
EPS next 5Y -
ROE 10.44%
52W Range 8.91 - 14.20
Perf YTD -4.14%
Dividend Est. -
P/FCF 7.86
EPS past 5Y -17.81%
ROI 9.74%
52W High -15.14%
Beta 1.25
Dividend TTM 0.60 (4.98%)
Quick Ratio -
Sales past 5Y -1.22%
Gross Margin 86.03%
52W Low 35.24%
ATR (14) 0.36
Dividend Ex-Date Jun 03, 2024
Current Ratio -
EPS Y/Y TTM 397.39%
Oper. Margin 9.81%
RSI (14) 36.41
Volatility 2.88% 2.41%
Employees 145
Debt/Eq 0.03
Sales Y/Y TTM 27.26%
Profit Margin 12.67%
Recom -
Target Price -
Option/Short Yes / Yes
LT Debt/Eq 0.02
EPS Q/Q 205.36%
Payout 51.12%
Rel Volume 1.63
Prev Close 12.54
Sales Surprise -
EPS Surprise -
Sales Q/Q -0.79%
Earnings May 01 AMC
Avg Volume 12.75K
Price 12.05
SMA20 -6.68%
SMA50 -3.98%
SMA200 6.28%
Trades
Volume 20,797
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 Matthew Head, U.S. Value Inv. Mar 06 '24 Sale 12.01 14,000 168,087 56,283 Mar 08 04:36 PM Montgomery John Porter Chief Operating Officer Sep 11 '23 Sale 9.90 827 8,185 75,816 Sep 12 04:50 PM Montgomery John Porter Chief Operating Officer Sep 06 '23 Sale 9.90 840 8,317 76,143 Sep 12 04:50 PM Bennett Leah President-Westwood Wealth Mgmt Aug 09 '23 Sale 10.97 850 9,327 37,962 Aug 11 04:09 PM
Index -
P/E 74.90
EPS (ttm) 1.00
Insider Own 50.08%
Shs Outstand 268.77M
Perf Week 1.69%
Market Cap 24.70B
Forward P/E 23.55
EPS next Y 3.19
Insider Trans -20.23%
Shs Float 164.23M
Perf Month 3.15%
Income 354.88M
PEG 3.74
EPS next Q 0.57
Inst Own 43.93%
Short Float 13.30%
Perf Quarter 63.69%
Sales 3.28B
P/S 7.52
EPS this Y 159.31%
Inst Trans -1.00%
Short Ratio 5.00
Perf Half Y 104.55%
Book/sh 3.70
P/B 20.31
EPS next Y 25.43%
ROA 6.33%
Short Interest 21.85M
Perf Year 356.35%
Cash/sh 1.53
P/C 49.18
EPS next 5Y 20.00%
ROE 22.47%
52W Range 16.35 - 79.55
Perf YTD 88.38%
Dividend Est. -
P/FCF 23.36
EPS past 5Y 46.35%
ROI 8.16%
52W High -5.63%
Beta 1.85
Dividend TTM -
Quick Ratio 1.71
Sales past 5Y 38.82%
Gross Margin 65.69%
52W Low 359.14%
ATR (14) 3.34
Dividend Ex-Date -
Current Ratio 1.71
EPS Y/Y TTM 300.02%
Oper. Margin 19.85%
RSI (14) 58.89
Volatility 3.68% 4.76%
Employees 1745
Debt/Eq 2.66
Sales Y/Y TTM 16.54%
Profit Margin 10.81%
Recom 1.91
Target Price 73.26
Option/Short Yes / Yes
LT Debt/Eq 2.46
EPS Q/Q 330.33%
Payout 0.00%
Rel Volume 0.68
Prev Close 72.47
Sales Surprise 2.65%
EPS Surprise 41.54%
Sales Q/Q 35.73%
Earnings May 08 AMC
Avg Volume 4.37M
Price 75.07
SMA20 3.73%
SMA50 10.38%
SMA200 60.33%
Trades
Volume 2,970,691
Change 3.59%
Date
Action
Analyst
Rating Change
Price Target Change
May-02-24 Resumed
Jefferies
Buy
$70 → $93
Apr-15-24 Initiated
Daiwa Securities
Neutral
$80
Dec-18-23 Initiated
HSBC Securities
Buy
$53.20
Aug-22-23 Upgrade
Jefferies
Hold → Buy
$20 → $50
Jul-24-23 Upgrade
BTIG Research
Neutral → Buy
$34
May-17-23 Upgrade
BofA Securities
Neutral → Buy
$21 → $27
Feb-23-23 Downgrade
UBS
Buy → Neutral
$59 → $16
Jan-05-23 Initiated
The Benchmark Company
Sell
$7
Dec-08-22 Downgrade
BTIG Research
Buy → Neutral
Nov-30-22 Initiated
Jefferies
Hold
$14
Nov-28-22 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$35 → $20
Nov-17-22 Downgrade
JP Morgan
Overweight → Neutral
$75 → $18
Nov-11-22 Downgrade
BofA Securities
Buy → Neutral
Oct-14-22 Initiated
Wedbush
Outperform
$26
Oct-07-22 Initiated
Needham
Hold
Sep-23-22 Resumed
Morgan Stanley
Overweight
$35
Aug-17-22 Initiated
Wolfe Research
Outperform
$40
Jun-30-22 Initiated
KeyBanc Capital Markets
Overweight
$55
May-12-22 Upgrade
BofA Securities
Neutral → Buy
$43
May-10-22 Reiterated
BofA Securities
Neutral
$70 → $43
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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Valenzuela Victoria CLO & Corp. Secretary Apr 04 '24 Sale 75.01 50,000 3,750,500 471,560 Apr 08 05:11 PM Stumpf Matthew Chief Financial Officer (CFO) Mar 14 '24 Option Exercise 5.05 4,686 23,664 365,039 Mar 18 05:23 PM Chen Herald Y President & CFO Mar 14 '24 Sale 63.04 150,000 9,456,604 62,418 Mar 18 05:23 PM Stumpf Matthew Chief Financial Officer (CFO) Mar 14 '24 Sale 63.30 2,775 175,658 362,264 Mar 18 05:23 PM Vivas Eduardo Director Mar 11 '24 Sale 60.95 1,268 77,281 8,351,954 Mar 12 04:24 PM Valenzuela Victoria CLO & Corp. Secretary Mar 08 '24 Sale 65.00 25,000 1,625,000 521,560 Mar 12 04:23 PM Jansen Katie Kihorany Chief Marketing Officer Mar 08 '24 Sale 63.97 12,650 809,268 1,264,284 Mar 12 04:24 PM KKR Denali Holdings L.P. 10% Owner Mar 06 '24 Sale 54.46 19,866,397 1,081,923,981 583,493 Mar 08 04:30 PM KKR Group Partnership L.P. 10% Owner Mar 06 '24 Sale 54.46 19,866,397 1,081,923,981 583,493 Mar 08 04:30 PM Valenzuela Victoria CLO & Corp. Secretary Feb 22 '24 Sale 57.76 2,890 166,926 546,560 Feb 22 06:10 PM Billings Craig Scott Director Feb 20 '24 Sale 58.33 5,550 323,732 0 Feb 22 06:07 PM Harvey Dawson Alyssa Director Feb 20 '24 Sale 59.13 928 54,873 12,739 Feb 22 06:06 PM Valenzuela Victoria CLO & Corp. Secretary Feb 15 '24 Sale 54.92 17,959 986,308 570,387 Feb 20 04:08 PM Shikin Vasily Chief Technology Officer Dec 14 '23 Sale 39.24 6,076 238,422 0 Dec 15 04:38 PM Shikin Vasily Chief Technology Officer Dec 13 '23 Sale 37.10 383,539 14,228,546 6,076 Dec 15 04:38 PM Vivas Eduardo Director Dec 12 '23 Sale 36.10 103,561 3,738,552 8,352,892 Dec 13 04:30 PM Vivas Eduardo Director Dec 12 '23 Sale 36.10 328 11,841 123,032 Dec 13 04:30 PM Vivas Eduardo Director Dec 11 '23 Sale 36.98 244,764 9,052,491 8,456,453 Dec 13 04:30 PM Valenzuela Victoria CLO & Corp. Secretary Dec 11 '23 Sale 36.98 26,097 965,091 588,346 Dec 13 04:29 PM Vivas Eduardo Director Dec 11 '23 Sale 36.99 776 28,705 123,360 Dec 13 04:30 PM Foroughi Arash Adam CEO & Chairperson Nov 28 '23 Sale 38.76 328,619 12,736,349 6,760,003 Nov 29 05:33 PM Shikin Vasily Chief Technology Officer Nov 28 '23 Sale 38.71 300,000 11,612,710 7,351,446 Nov 29 05:43 PM Foroughi Arash Adam CEO & Chairperson Nov 27 '23 Sale 39.56 325,000 12,855,482 7,088,622 Nov 29 05:33 PM Jansen Katie Kihorany Chief Marketing Officer Nov 24 '23 Sale 39.36 52,193 2,054,316 1,291,864 Nov 28 04:51 PM Harvey Dawson Alyssa Director Nov 20 '23 Sale 39.16 927 36,301 13,307 Nov 22 04:36 PM Billings Craig Scott Director Nov 14 '23 Sale 43.09 5,142 221,570 0 Nov 16 05:52 PM Vivas Eduardo Director Sep 13 '23 Sale 41.15 377,318 15,525,113 8,700,860 Sep 13 07:22 PM Vivas Eduardo Director Sep 13 '23 Sale 41.15 1,196 49,212 124,136 Sep 13 07:22 PM Vivas Eduardo Director Sep 12 '23 Sale 41.76 474,357 19,809,148 9,078,178 Sep 13 07:22 PM Vivas Eduardo Director Sep 12 '23 Sale 41.76 1,504 62,807 125,332 Sep 13 07:22 PM Billings Craig Scott Director Aug 31 '23 Sale 42.87 202 8,659 0 Sep 05 05:00 PM Jansen Katie Kihorany Chief Marketing Officer Aug 23 '23 Sale 39.88 52,193 2,081,457 1,334,208 Aug 25 04:15 PM Valenzuela Victoria CLO & Corp. Secretary Aug 22 '23 Sale 39.72 27,576 1,095,319 570,630 Aug 22 04:28 PM KKR Group Partnership L.P. 10% Owner Aug 21 '23 Sale 36.85 15,000,000 552,750,000 4,570,327 Aug 23 04:53 PM KKR Denali Holdings L.P. 10% Owner Aug 21 '23 Sale 36.85 15,000,000 552,750,000 4,570,327 Aug 23 05:01 PM Shikin Vasily Chief Technology Officer Aug 21 '23 Sale 38.80 30,000 1,163,934 8,539,324 Aug 22 04:28 PM Harvey Dawson Alyssa Director Aug 21 '23 Sale 38.51 922 35,506 13,845 Aug 22 04:28 PM KKR Denali Holdings L.P. 10% Owner Aug 14 '23 Sale 37.00 10,000,000 370,000,000 19,644,896 Aug 16 04:32 PM KKR Group Partnership L.P. 10% Owner Aug 14 '23 Sale 37.00 10,000,000 370,000,000 19,644,896 Aug 16 04:31 PM Valenzuela Victoria CLO & Corp. Secretary Jul 27 '23 Sale 30.94 25,000 773,500 659,533 Jul 31 04:24 PM Shikin Vasily Chief Technology Officer Jun 13 '23 Sale 22.54 30,000 676,092 8,672,832 Jun 15 04:15 PM Harvey Dawson Alyssa Director Jun 13 '23 Sale 22.71 5,188 117,819 13,789 Jun 15 04:15 PM KKR Group Partnership L.P. 10% Owner Jun 01 '23 Sale 23.00 15,000,000 345,000,000 29,782,619 Jun 05 05:02 PM KKR Denali Holdings L.P. 10% Owner Jun 01 '23 Sale 23.00 15,000,000 345,000,000 29,782,619 Jun 05 05:02 PM Valenzuela Victoria CLO & Corp. Secretary May 24 '23 Sale 24.43 52,193 1,275,075 684,533 May 26 05:13 PM Jansen Katie Kihorany Chief Marketing Officer May 23 '23 Sale 25.04 52,193 1,307,148 1,449,373 May 23 05:57 PM KKR Denali Holdings L.P. 10% Owner May 17 '23 Sale 21.00 15,952,381 335,000,001 44,782,619 May 19 05:01 PM KKR Group Partnership L.P. 10% Owner May 17 '23 Sale 21.00 15,952,381 335,000,001 44,782,619 May 19 05:00 PM Valenzuela Victoria CLO & Corp. Secretary May 11 '23 Sale 21.91 50,000 1,095,328 798,054 May 15 04:33 PM
Index -
P/E 12.30
EPS (ttm) 2.65
Insider Own 0.26%
Shs Outstand 163.30M
Perf Week 2.71%
Market Cap 5.26B
Forward P/E 10.96
EPS next Y 2.97
Insider Trans -14.29%
Shs Float 161.32M
Perf Month 0.84%
Income 422.70M
PEG 2.58
EPS next Q 0.72
Inst Own 89.26%
Short Float 2.76%
Perf Quarter 8.21%
Sales 2.21B
P/S 2.39
EPS this Y 8.44%
Inst Trans 1.55%
Short Ratio 3.83
Perf Half Y 34.73%
Book/sh 27.56
P/B 1.18
EPS next Y 4.10%
ROA 6.70%
Short Interest 4.45M
Perf Year 23.58%
Cash/sh 10.21
P/C 3.19
EPS next 5Y 4.76%
ROE 9.59%
52W Range 22.17 - 33.25
Perf YTD 7.96%
Dividend Est. 1.58 (4.85%)
P/FCF 9.84
EPS past 5Y -1.88%
ROI 8.93%
52W High -2.11%
Beta 1.48
Dividend TTM 1.56 (4.79%)
Quick Ratio -
Sales past 5Y -0.06%
Gross Margin 75.69%
52W Low 46.79%
ATR (14) 0.73
Dividend Ex-Date Feb 09, 2024
Current Ratio -
EPS Y/Y TTM 24.14%
Oper. Margin 24.97%
RSI (14) 59.41
Volatility 2.45% 2.08%
Employees 2196
Debt/Eq 0.07
Sales Y/Y TTM 9.43%
Profit Margin 19.16%
Recom 3.55
Target Price 31.80
Option/Short Yes / Yes
LT Debt/Eq 0.07
EPS Q/Q 52.10%
Payout 65.75%
Rel Volume 0.94
Prev Close 31.96
Sales Surprise 0.82%
EPS Surprise 15.26%
Sales Q/Q 11.84%
Earnings May 02 BMO
Avg Volume 1.16M
Price 32.55
SMA20 3.00%
SMA50 2.56%
SMA200 14.82%
Trades
Volume 1,092,796
Change 1.85%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-02-24 Upgrade
JP Morgan
Underweight → Neutral
$28 → $31
Jan-05-24 Initiated
UBS
Sell
$25
Jan-04-24 Initiated
TD Cowen
Market Perform
$30
Nov-06-23 Upgrade
CLSA
Underperform → Outperform
May-08-23 Upgrade
Credit Suisse
Underperform → Neutral
$22 → $23
Dec-15-22 Initiated
Wells Fargo
Underweight
$24
Oct-19-22 Resumed
Credit Suisse
Underperform
$19 → $18
Oct-05-22 Downgrade
Credit Suisse
Neutral → Underperform
$19
Sep-07-22 Resumed
BofA Securities
Neutral
$26
Jul-29-22 Downgrade
Citigroup
Neutral → Sell
$23.20 → $22.10
Jul-18-22 Downgrade
JP Morgan
Neutral → Underweight
$27 → $18
Jun-29-22 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$28 → $22
Feb-04-22 Downgrade
Macquarie
Outperform → Neutral
Jul-21-21 Downgrade
Citigroup
Buy → Neutral
Jan-05-21 Downgrade
Goldman
Neutral → Sell
$28.50 → $29
Oct-09-20 Upgrade
Credit Suisse
Underperform → Neutral
$16 → $26
May-01-20 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$19
May-01-20 Upgrade
Goldman
Sell → Neutral
$14 → $20
Feb-05-20 Upgrade
Macquarie
Neutral → Outperform
Feb-05-20 Upgrade
Citigroup
Neutral → Buy
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Janus Henderson Group Plc is a global active asset manager offering investment solutions including equities, fixed income, multi-asset and alternative asset class strategies. The company was founded in 1934 and is headquartered in London, the United Kingdom.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hughes Brennan A. CHIEF ACCOUNTING OFFICER Mar 06 '24 Sale 32.27 1,812 58,464 3,535 Mar 07 05:31 PM FOGO GEORGINA CHIEF RISK OFFICER Mar 01 '24 Sale 31.07 3,029 94,120 124,230 Mar 04 05:17 PM THOMPSON ROGER MJ CHIEF FINANCIAL OFFICER Mar 01 '24 Sale 31.07 2,806 87,191 145,304 Mar 04 05:17 PM THOMPSON ROGER MJ CHIEF FINANCIAL OFFICER Feb 28 '24 Sale 30.93 30,656 948,270 126,439 Mar 01 05:09 PM FOGO GEORGINA CHIEF RISK OFFICER Feb 28 '24 Sale 30.93 22,076 682,868 101,623 Mar 01 05:11 PM LOWRY JAMES R GLOBAL CHIEF OPERATING OFFICER Feb 28 '24 Sale 30.93 9,754 301,717 35,265 Mar 01 05:08 PM FOGO GEORGINA Chief Risk Officer Jul 03 '23 Sale 27.35 5,043 137,926 123,377 Jul 06 04:26 PM Hughes Brennan A. Chief Accounting Officer May 08 '23 Sale 26.69 1,874 50,010 4,570 May 09 06:08 PM
Index RUT
P/E 13.65
EPS (ttm) 16.60
Insider Own 6.08%
Shs Outstand 7.09M
Perf Week -0.43%
Market Cap 1.61B
Forward P/E 7.88
EPS next Y 28.77
Insider Trans -2.31%
Shs Float 6.66M
Perf Month -5.84%
Income 121.86M
PEG 0.40
EPS next Q 6.78
Inst Own 82.48%
Short Float 1.26%
Perf Quarter -1.90%
Sales 873.24M
P/S 1.84
EPS this Y 20.90%
Inst Trans -6.17%
Short Ratio 1.44
Perf Half Y 21.22%
Book/sh 121.89
P/B 1.86
EPS next Y 8.85%
ROA 3.39%
Short Interest 0.08M
Perf Year 30.92%
Cash/sh 48.10
P/C 4.71
EPS next 5Y 34.20%
ROE 14.26%
52W Range 165.00 - 263.39
Perf YTD -6.27%
Dividend Est. 7.89 (3.48%)
P/FCF 6.99
EPS past 5Y 17.58%
ROI 10.79%
52W High -13.97%
Beta 1.45
Dividend TTM 7.35 (3.24%)
Quick Ratio -
Sales past 5Y 12.64%
Gross Margin 80.98%
52W Low 37.33%
ATR (14) 7.21
Dividend Ex-Date Apr 29, 2024
Current Ratio -
EPS Y/Y TTM 0.07%
Oper. Margin 17.76%
RSI (14) 46.84
Volatility 2.39% 2.83%
Employees 824
Debt/Eq 0.30
Sales Y/Y TTM 8.93%
Profit Margin 13.95%
Recom 3.00
Target Price 246.00
Option/Short No / Yes
LT Debt/Eq 0.30
EPS Q/Q -21.34%
Payout 40.09%
Rel Volume 0.43
Prev Close 223.28
Sales Surprise 8.41%
EPS Surprise 0.06%
Sales Q/Q 11.74%
Earnings Apr 26 BMO
Avg Volume 58.41K
Price 226.60
SMA20 -0.53%
SMA50 -3.42%
SMA200 5.01%
Trades
Volume 25,173
Change 1.49%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Downgrade
TD Cowen
Buy → Hold
$285 → $264
Jan-04-24 Initiated
TD Cowen
Outperform
$289
Dec-20-23 Resumed
Piper Sandler
Overweight
$264
Mar-27-23 Upgrade
Piper Sandler
Neutral → Overweight
$248 → $260
Feb-06-23 Downgrade
Piper Sandler
Overweight → Neutral
$248
Apr-08-22 Downgrade
Morgan Stanley
Overweight → Underweight
$393 → $240
Aug-05-21 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$400
Feb-03-20 Upgrade
Barclays
Equal Weight → Overweight
$145
Oct-14-19 Upgrade
BofA/Merrill
Neutral → Buy
Oct-08-19 Reiterated
BofA/Merrill
Neutral
$123 → $110
Jun-06-19 Reiterated
BofA/Merrill
Neutral
$130 → $118
Apr-12-19 Reiterated
BofA/Merrill
Neutral
$119 → $125
Dec-06-18 Reiterated
BofA/Merrill
Neutral
$115 → $100
Jan-09-18 Upgrade
Goldman
Sell → Neutral
Oct-09-17 Upgrade
BofA/Merrill
Underperform → Neutral
Sep-08-17 Initiated
Barclays
Equal Weight
$113
Jul-31-17 Upgrade
Credit Suisse
Neutral → Outperform
Jun-01-17 Initiated
Morgan Stanley
Equal-Weight
Jan-31-17 Initiated
BofA/Merrill
Underperform
$110
Oct-31-16 Downgrade
Credit Suisse
Outperform → Neutral
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Virtus Investment Partners, Inc. is an asset management company, which engages in the provision of investment management and related services to individuals and institutions. It offers financial solutions and products such as mutual funds, managed accounts, institutional, closed-end funds, Virtus variable insurance trust funds, and other portfolio. The company was founded on November 1, 1995, and is headquartered in Hartford, CT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ZARRILLI STEPHEN T Director Mar 06 '24 Sale 248.40 2,150 534,055 3,549 Mar 07 04:49 PM Angerthal Michael A EVP, CFO & Treasurer Feb 05 '24 Sale 232.51 8,049 1,871,471 69,897 Feb 05 06:43 PM
Index -
P/E 9.37
EPS (ttm) 3.51
Insider Own 4.26%
Shs Outstand 84.84M
Perf Week 0.27%
Market Cap 2.77B
Forward P/E 8.10
EPS next Y 4.06
Insider Trans -4.26%
Shs Float 80.59M
Perf Month -8.64%
Income 290.63M
PEG 0.83
EPS next Q 0.87
Inst Own 78.29%
Short Float 2.94%
Perf Quarter -6.03%
Sales 1.63B
P/S 1.70
EPS this Y 8.69%
Inst Trans -3.04%
Short Ratio 2.88
Perf Half Y 4.38%
Book/sh 13.63
P/B 2.41
EPS next Y 9.90%
ROA 14.23%
Short Interest 2.37M
Perf Year -18.61%
Cash/sh 6.68
P/C 4.93
EPS next 5Y 11.29%
ROE 25.79%
52W Range 30.23 - 41.41
Perf YTD -2.86%
Dividend Est. 1.70 (5.18% )
P/FCF 8.85
EPS past 5Y 9.33%
ROI 18.34%
52W High -20.57%
Beta 1.17
Dividend TTM 1.12 (3.41%)
Quick Ratio -
Sales past 5Y 7.62%
Gross Margin 75.56%
52W Low 8.80%
ATR (14) 0.75
Dividend Ex-Date May 07, 2024
Current Ratio -
EPS Y/Y TTM 24.10%
Oper. Margin 25.25%
RSI (14) 30.31
Volatility 2.13% 2.17%
Employees 2025
Debt/Eq 0.40
Sales Y/Y TTM 8.48%
Profit Margin 17.88%
Recom 2.20
Target Price 38.88
Option/Short Yes / Yes
LT Debt/Eq 0.38
EPS Q/Q 13.97%
Payout 32.66%
Rel Volume 1.01
Prev Close 33.00
Sales Surprise -0.97%
EPS Surprise 0.03%
Sales Q/Q 4.19%
Earnings Apr 25 AMC
Avg Volume 822.42K
Price 32.89
SMA20 -5.72%
SMA50 -7.07%
SMA200 -3.63%
Trades
Volume 830,325
Change -0.33%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-05-24 Initiated
UBS
Neutral
$35
Jan-04-24 Initiated
TD Cowen
Market Perform
$32
Apr-11-23 Upgrade
JP Morgan
Underweight → Overweight
$35 → $47
Jun-29-22 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$32 → $40
Apr-12-22 Downgrade
Citigroup
Neutral → Sell
$198.50 → $28.50
Mar-09-22 Resumed
Citigroup
Neutral
$29.50
Dec-17-21 Upgrade
Deutsche Bank
Hold → Buy
$35 → $45
Apr-19-21 Downgrade
JP Morgan
Neutral → Underweight
$27
Oct-16-20 Downgrade
JP Morgan
Overweight → Neutral
$29
May-06-20 Upgrade
JP Morgan
Neutral → Overweight
$23 → $27
Mar-26-20 Upgrade
BofA/Merrill
Underperform → Buy
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Federated Hermes, Inc. is engaged in the provision of investment management products and related financial services. It sponsors, markets and provides investment-related services to sponsored investment companies, federated funds, and separate accounts which include separately managed accounts, institutional accounts, sub-advised funds and other managed products in both domestic and international markets. The company was founded by John F. Donahue and Richard B. Fisher in October 1955 and is headquartered in Pittsburgh, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Uhlman Paul A Vice President Mar 05 '24 Sale 36.20 13,820 500,327 276,084 Mar 07 04:10 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Mar 05 '24 Sale 36.15 8,302 300,105 178,176 Mar 07 04:08 PM Germain Peter J EVP, CLO & Sec. Mar 05 '24 Sale 36.14 5,305 191,730 213,036 Mar 07 04:48 PM Novak Richard A Principal Accounting Officer Mar 05 '24 Sale 36.07 908 32,754 49,068 Mar 07 04:05 PM Van Meter Stephen VP, Chief Compliance Officer Mar 05 '24 Sale 36.08 435 15,695 31,254 Mar 07 04:46 PM Uhlman Paul A Vice President Feb 07 '24 Sale 35.26 90,745 3,200,014 289,904 Feb 08 04:42 PM Van Meter Stephen VP, Chief Compliance Officer Jan 30 '24 Sale 36.15 1,660 60,010 31,689 Jan 30 07:50 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Nov 21 '23 Sale 31.75 2,642 83,885 186,478 Nov 21 04:17 PM FISHER JOHN B Vice President Nov 20 '23 Sale 31.91 7,622 243,246 522,400 Nov 21 04:10 PM Ceresino Gordon J Vice Chairman Nov 20 '23 Sale 31.91 6,899 220,144 134,073 Nov 21 04:09 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Nov 20 '23 Sale 31.92 6,514 207,898 189,120 Nov 21 04:17 PM Uhlman Paul A Vice President Nov 20 '23 Sale 31.90 5,925 189,021 380,649 Nov 21 04:14 PM Germain Peter J EVP, CLO & Sec. Nov 20 '23 Sale 31.91 5,254 167,630 218,341 Nov 21 04:11 PM Novak Richard A Principal Accounting Officer Nov 20 '23 Sale 31.98 1,378 44,065 49,976 Nov 21 04:13 PM Van Meter Stephen VP, Chief Compliance Officer Nov 20 '23 Sale 32.04 965 30,918 33,349 Nov 21 04:16 PM Dudiak Dolores D Vice President Nov 20 '23 Sale 32.01 774 24,776 79,678 Nov 21 04:09 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Sep 05 '23 Sale 34.73 7,800 270,905 185,634 Sep 06 05:29 PM Van Meter Stephen VP, Chief Compliance Officer Aug 02 '23 Sale 33.17 74 2,454 34,314 Aug 02 04:01 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. Jul 03 '23 Sale 36.10 43,135 1,557,277 193,434 Jul 03 04:26 PM Uhlman Paul A Vice President Jun 16 '23 Sale 38.54 1,004 38,697 368,074 Jun 16 04:15 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 26 '23 Sale 35.98 52,963 1,905,836 0 May 30 04:42 PM Germain Peter J EVP, CLO & Sec. May 26 '23 Sale 35.47 2,380 84,421 205,095 May 26 04:18 PM Uhlman Paul A Vice President May 26 '23 Sale 35.39 995 35,210 369,078 May 26 04:20 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 25 '23 Sale 35.38 75,000 2,653,192 52,963 May 26 04:09 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 24 '23 Sale 35.35 25,000 883,668 127,963 May 26 04:09 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 19 '23 Sale 36.41 50,000 1,820,670 152,963 May 22 05:11 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 18 '23 Sale 36.71 75,000 2,753,378 202,963 May 22 05:11 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 12 '23 Sale 37.50 30,561 1,145,982 277,963 May 15 07:44 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 11 '23 Sale 37.49 50,000 1,874,505 308,524 May 12 04:05 PM Nusseibeh Saker Anwar CEO, Hermes Fund Managers Ltd. May 11 '23 Sale 37.48 20,000 749,556 236,569 May 12 04:07 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 10 '23 Sale 38.02 50,000 1,900,820 358,524 May 12 04:05 PM DONAHUE J CHRISTOPHER Chairman, President & CEO May 04 '23 Sale 39.57 15,340 607,074 408,524 May 05 04:08 PM Van Meter Stephen VP, Chief Compliance Officer May 04 '23 Sale 39.39 4,480 176,488 34,388 May 04 04:03 PM
Index RUT
P/E -
EPS (ttm) -0.09
Insider Own 28.53%
Shs Outstand 130.69M
Perf Week -3.34%
Market Cap 1.31B
Forward P/E 10.81
EPS next Y 0.94
Insider Trans -46.90%
Shs Float 92.49M
Perf Month -6.20%
Income -4.22M
PEG -
EPS next Q 0.07
Inst Own 72.45%
Short Float 13.35%
Perf Quarter -26.04%
Sales 1.05B
P/S 1.25
EPS this Y 2184.14%
Inst Trans -2.42%
Short Ratio 4.04
Perf Half Y -21.40%
Book/sh 12.51
P/B 0.81
EPS next Y 50.05%
ROA -0.12%
Short Interest 12.35M
Perf Year -42.78%
Cash/sh 2.75
P/C 3.69
EPS next 5Y -
ROE -0.26%
52W Range 9.93 - 21.06
Perf YTD -31.21%
Dividend Est. -
P/FCF 7.85
EPS past 5Y -
ROI -0.19%
52W High -51.84%
Beta 1.68
Dividend TTM -
Quick Ratio 2.01
Sales past 5Y 21.23%
Gross Margin 64.27%
52W Low 2.11%
ATR (14) 0.38
Dividend Ex-Date -
Current Ratio 2.01
EPS Y/Y TTM 93.55%
Oper. Margin 8.70%
RSI (14) 39.52
Volatility 3.48% 3.70%
Employees 980
Debt/Eq 0.39
Sales Y/Y TTM 16.11%
Profit Margin -0.40%
Recom 1.84
Target Price 15.38
Option/Short Yes / Yes
LT Debt/Eq 0.38
EPS Q/Q 76.62%
Payout -
Rel Volume 1.28
Prev Close 10.16
Sales Surprise -0.61%
EPS Surprise -260.61%
Sales Q/Q 13.25%
Earnings May 08 AMC
Avg Volume 3.06M
Price 10.14
SMA20 -2.46%
SMA50 -7.15%
SMA200 -27.21%
Trades
Volume 3,923,265
Change -0.20%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-18-24 Resumed
Morgan Stanley
Equal-Weight
$16 → $13
Apr-04-24 Downgrade
Raymond James
Outperform → Mkt Perform
Feb-28-24 Reiterated
BTIG Research
Buy
$20 → $15
Dec-07-23 Initiated
Wells Fargo
Overweight
$19
Oct-19-23 Resumed
BofA Securities
Neutral
$17
Sep-29-23 Upgrade
Loop Capital
Hold → Buy
$18
Sep-26-23 Initiated
HSBC Securities
Buy
$20.30
Aug-09-23 Reiterated
RBC Capital Mkts
Outperform
$27 → $23
Jun-21-23 Resumed
Wolfe Research
Peer Perform
Apr-11-23 Initiated
Robert W. Baird
Outperform
$23
Mar-17-23 Initiated
Citigroup
Buy
$24
Jan-10-23 Upgrade
KeyBanc Capital Markets
Sector Weight → Overweight
$27
Dec-12-22 Initiated
BofA Securities
Buy
$29
Dec-08-22 Initiated
UBS
Neutral
$24
Oct-31-22 Initiated
KeyBanc Capital Markets
Sector Weight
Oct-26-22 Resumed
Jefferies
Hold
$32 → $23
Sep-15-22 Resumed
Stifel
Buy
$35
Aug-01-22 Downgrade
Jefferies
Buy → Hold
$30 → $39
Mar-11-22 Initiated
Deutsche Bank
Hold
$28
Mar-09-22 Upgrade
BMO Capital Markets
Market Perform → Outperform
$48
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(The Wall Street Journal)
11:09AM
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Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The firm segments its business geographically into North America and the Rest of the World. The company was founded by Whitney Wolfe Herd in 2014 and is headquartered in Austin, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BTOA - NQ L.L.C. 10% Owner Mar 03 '24 Sale 11.10 2,509,316 27,845,378 12,802 Mar 05 06:16 PM BCP Buzz Holdings L.P. 10% Owner Mar 03 '24 Sale 11.10 2,509,316 27,845,378 12,802 Mar 05 06:21 PM BX Buzz ML-1 GP LLC 10% Owner Mar 03 '24 Sale 11.10 2,509,316 27,845,378 12,802 Mar 05 06:34 PM BX Buzz ML-1 Holdco L.P. 10% Owner Mar 03 '24 Sale 11.10 2,509,316 27,845,378 12,802 Mar 05 06:32 PM Blackstone Holdings III GP Man 10% Owner Mar 03 '24 Sale 11.10 2,509,316 27,845,378 12,802 Mar 05 06:24 PM BX Buzz ML-1 Holdco L.P. 10% Owner Dec 03 '23 Sale 13.88 4,012,101 55,690,770 13,869 Dec 05 04:30 PM BCP Buzz Holdings L.P. 10% Owner Dec 03 '23 Sale 13.88 4,012,101 55,690,770 13,869 Dec 05 04:30 PM Blackstone Holdings III GP Man 10% Owner Dec 03 '23 Sale 13.88 4,012,101 55,690,770 13,869 Dec 05 04:30 PM BTOA - NQ L.L.C. 10% Owner Dec 03 '23 Sale 13.88 4,012,101 55,690,770 13,869 Dec 05 04:30 PM BX Buzz ML-1 GP LLC 10% Owner Dec 03 '23 Sale 13.88 4,012,101 55,690,770 13,869 Dec 05 04:30 PM Bromberg Matthew S Director May 10 '23 Sale 17.17 12,096 207,654 0 May 10 07:39 PM
Index RUT
P/E 17.65
EPS (ttm) 1.92
Insider Own 70.39%
Shs Outstand 74.37M
Perf Week 0.09%
Market Cap 2.53B
Forward P/E 12.19
EPS next Y 2.79
Insider Trans -0.05%
Shs Float 22.03M
Perf Month -1.57%
Income 143.86M
PEG 0.55
EPS next Q 0.65
Inst Own 29.24%
Short Float 0.79%
Perf Quarter 9.23%
Sales 722.20M
P/S 3.50
EPS this Y 13.91%
Inst Trans -6.86%
Short Ratio 0.48
Perf Half Y 42.75%
Book/sh 17.60
P/B 1.93
EPS next Y 6.30%
ROA 9.09%
Short Interest 0.17M
Perf Year 17.79%
Cash/sh 3.81
P/C 8.92
EPS next 5Y 32.26%
ROE 11.71%
52W Range 22.92 - 37.54
Perf YTD 13.39%
Dividend Est. -
P/FCF 14.09
EPS past 5Y 26.19%
ROI 10.07%
52W High -9.54%
Beta 1.11
Dividend TTM -
Quick Ratio 3.84
Sales past 5Y 14.44%
Gross Margin 45.21%
52W Low 48.17%
ATR (14) 0.68
Dividend Ex-Date -
Current Ratio 4.65
EPS Y/Y TTM 45.52%
Oper. Margin 29.23%
RSI (14) 42.04
Volatility 0.78% 2.30%
Employees 990
Debt/Eq 0.09
Sales Y/Y TTM 11.70%
Profit Margin 19.92%
Recom 2.50
Target Price 36.70
Option/Short Yes / Yes
LT Debt/Eq 0.09
EPS Q/Q 117.79%
Payout 0.00%
Rel Volume 1.11
Prev Close 33.95
Sales Surprise 0.78%
EPS Surprise -0.41%
Sales Q/Q 7.76%
Earnings May 01 AMC
Avg Volume 364.57K
Price 33.96
SMA20 -3.06%
SMA50 -3.36%
SMA200 14.92%
Trades
Volume 404,225
Change 0.03%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-26-24 Downgrade
JP Morgan
Overweight → Neutral
$37
Apr-25-24 Downgrade
William Blair
Outperform → Mkt Perform
Jan-23-23 Upgrade
JP Morgan
Neutral → Overweight
$24 → $32
Jul-25-22 Resumed
William Blair
Outperform
May-11-21 Upgrade
Raymond James
Outperform → Strong Buy
$34
Dec-18-20 Initiated
Truist
Hold
$27
Sep-23-20 Initiated
Jefferies
Hold
$24
Aug-05-20 Downgrade
JP Morgan
Overweight → Neutral
$27
Dec-13-19 Upgrade
JP Morgan
Neutral → Overweight
$30 → $31
Oct-08-19 Initiated
BMO Capital Markets
Market Perform
Aug-12-19 Initiated
JP Morgan
Neutral
$29
Show Previous Ratings
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AssetMark Financial Holdings, Inc. provides wealth management and technology solutions. The company was founded by Ronald Dennis Cordes, Brian O'Toole and Richard Steiny in 1996 and is headquartered in Concord, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kim Michael CEO and President Mar 04 '24 Sale 35.18 11,833 416,285 364,777 Mar 05 05:10 PM Hansen Carrie E. EVP, Chief Operating Officer Dec 06 '23 Sale 26.18 11,500 301,070 145,193 Dec 07 05:43 PM McNatt Joel David JR EVP, Investment Solutions Nov 17 '23 Sale 25.17 4,000 100,680 56,319 Jan 26 05:31 PM Angus Ted F. EVP, General Counsel Jun 14 '23 Sale 28.16 7,265 204,582 123,445 Jun 15 04:47 PM Wolfsen Natalie Grace EVP, Chief Executive Officer Jun 09 '23 Sale 29.61 1,348 39,914 430,734 Jun 12 07:41 PM Kim Michael President & CCO Jun 09 '23 Sale 29.61 1,348 39,914 334,308 Jun 12 07:41 PM Hansen Carrie E. EVP, Chief Operating Officer Jun 09 '23 Sale 29.61 855 25,317 156,693 Jun 12 07:09 PM Mehta Mukesh EVP, Chief Information Officer Jun 09 '23 Sale 29.61 855 25,317 313,671 Jun 12 07:08 PM Zyla Gary G. EVP, Chief Financial Officer Jun 09 '23 Sale 29.61 855 25,317 100,581 Jun 12 07:42 PM Angus Ted F. EVP, General Counsel Jun 09 '23 Sale 29.61 855 25,317 130,710 Jun 12 07:08 PM Minta-Jacobs Esi EVP, HR & Project Management Jun 09 '23 Sale 29.61 300 8,883 69,295 Jun 12 07:06 PM McNatt Joel David JR EVP, Investment Solutions Jun 09 '23 Sale 29.61 300 8,883 60,319 Jun 12 07:07 PM Wolfsen Natalie Grace EVP, Chief Executive Officer Jun 08 '23 Sale 30.04 7,186 215,867 432,082 Jun 12 07:41 PM Kim Michael President & CCO Jun 08 '23 Sale 30.04 4,979 149,569 335,656 Jun 12 07:41 PM Zyla Gary G. EVP, Chief Financial Officer Jun 08 '23 Sale 30.04 3,318 99,673 101,436 Jun 12 07:42 PM Mehta Mukesh EVP, Chief Information Officer Jun 08 '23 Sale 30.04 3,318 99,673 314,526 Jun 12 07:08 PM Hansen Carrie E. EVP, Chief Operating Officer Jun 08 '23 Sale 30.04 3,318 99,673 157,548 Jun 12 07:09 PM Angus Ted F. EVP, General Counsel Jun 08 '23 Sale 30.04 3,318 99,673 131,565 Jun 12 07:08 PM McNatt Joel David JR EVP, Investment Solutions Jun 08 '23 Sale 30.04 1,456 43,738 60,619 Jun 12 07:07 PM Minta-Jacobs Esi EVP, HR & Project Management Jun 08 '23 Sale 30.04 1,057 31,752 69,595 Jun 12 07:06 PM Minta-Jacobs Esi EVP, HR & Project Management May 17 '23 Sale 28.12 6,000 168,720 58,596 May 18 07:13 PM Angus Ted F. EVP, General Counsel May 17 '23 Sale 28.12 5,637 158,512 96,991 May 18 07:14 PM Zyla Gary G. EVP, Chief Financial Officer May 08 '23 Sale 26.83 8,958 240,343 89,597 May 10 04:56 PM
Index RUT
P/E 26.62
EPS (ttm) 3.74
Insider Own 7.85%
Shs Outstand 24.19M
Perf Week 5.78%
Market Cap 2.40B
Forward P/E 20.26
EPS next Y 4.91
Insider Trans -2.22%
Shs Float 22.20M
Perf Month 4.79%
Income 97.09M
PEG 1.09
EPS next Q 0.66
Inst Own 88.80%
Short Float 7.20%
Perf Quarter -0.49%
Sales 1.28B
P/S 1.87
EPS this Y 19.29%
Inst Trans 0.91%
Short Ratio 5.30
Perf Half Y 23.52%
Book/sh 10.12
P/B 9.84
EPS next Y 25.91%
ROA 6.38%
Short Interest 1.60M
Perf Year 61.29%
Cash/sh 9.79
P/C 10.16
EPS next 5Y 24.40%
ROE 38.07%
52W Range 59.61 - 107.35
Perf YTD -2.30%
Dividend Est. 1.25 (1.26%)
P/FCF 5.48
EPS past 5Y 21.83%
ROI 17.78%
52W High -7.28%
Beta 0.62
Dividend TTM 1.00 (1.00%)
Quick Ratio -
Sales past 5Y 16.07%
Gross Margin -
52W Low 66.97%
ATR (14) 2.76
Dividend Ex-Date Mar 05, 2024
Current Ratio -
EPS Y/Y TTM 16.87%
Oper. Margin 15.78%
RSI (14) 62.51
Volatility 3.00% 2.32%
Employees 1012
Debt/Eq 1.35
Sales Y/Y TTM 30.99%
Profit Margin 7.57%
Recom 3.33
Target Price 94.80
Option/Short Yes / Yes
LT Debt/Eq 1.23
EPS Q/Q 83.38%
Payout 32.01%
Rel Volume 1.12
Prev Close 98.46
Sales Surprise 43.64%
EPS Surprise 119.34%
Sales Q/Q 64.71%
Earnings May 02 BMO
Avg Volume 301.55K
Price 99.53
SMA20 5.09%
SMA50 2.78%
SMA200 12.12%
Trades
Volume 339,091
Change 1.09%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-26-24 Downgrade
UBS
Neutral → Sell
$100 → $75
Jan-29-24 Resumed
Keefe Bruyette
Mkt Perform
$101
Jan-09-24 Downgrade
Goldman
Buy → Neutral
Jan-03-24 Downgrade
Wolfe Research
Peer Perform → Underperform
$89
Dec-05-23 Downgrade
Seaport Research Partners
Buy → Neutral
Oct-03-23 Initiated
UBS
Neutral
$84
Jul-26-23 Downgrade
Wolfe Research
Outperform → Peer Perform
Apr-07-22 Upgrade
Wolfe Research
Peer Perform → Outperform
$83
Apr-06-22 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$79
Nov-16-21 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$92
Apr-08-21 Downgrade
Wolfe Research
Outperform → Peer Perform
Mar-26-21 Initiated
Keefe Bruyette
Outperform
$85
Dec-16-20 Initiated
Seaport Global Securities
Buy
$91
Jul-22-20 Initiated
Wolfe Research
Outperform
$62
Jul-31-19 Upgrade
Sandler O'Neill
Hold → Buy
Nov-19-18 Upgrade
BofA/Merrill
Neutral → Buy
Nov-06-18 Initiated
Goldman
Buy
Jul-16-18 Downgrade
BofA/Merrill
Buy → Neutral
Apr-12-18 Downgrade
Sandler O'Neill
Buy → Hold
Jan-04-18 Initiated
Buckingham Research
Neutral
$51
Show Previous Ratings
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08:00AM
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Oct-31-23 11:56PM
(Thomson Reuters StreetEvents) +6.95%
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06:50AM
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Oct-23-23 06:41PM
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(Thomson Reuters StreetEvents) +6.55%
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06:50AM
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Apr-17-23 04:57PM
Apr-12-23 06:26AM
Mar-16-23 02:29PM
Mar-14-23 05:30PM
(The Wall Street Journal)
Mar-02-23 05:28AM
Feb-21-23 07:35AM
Feb-08-23 03:01PM
Feb-07-23 08:15AM
06:50AM
Jan-31-23 10:00AM
Jan-17-23 06:17PM
Dec-15-22 06:00AM
(The Wall Street Journal)
Nov-08-22 05:29AM
Oct-25-22 08:15AM
06:50AM
Oct-18-22 10:01AM
Oct-14-22 07:19AM
Oct-12-22 08:53PM
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08:05AM
06:50AM
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12:45PM
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Jan-24-22 08:34AM
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Jan-12-22 01:58PM
12:45PM
Dec-01-21 05:07PM
Oct-29-21 11:19AM
Oct-26-21 02:30PM
09:15AM
08:05AM
06:50AM
Oct-19-21 03:02PM
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Jun-04-21 09:55AM
PJT Partners, Inc. is a holding company, which engages in the provision of advisory-investment solutions. It specializes in strategic advisory, shareholder engagement, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments. It operates through International and Domestic segments. The company was founded on November 5, 2014 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lee Ji-Yeun Managing Partner Mar 01 '24 Sale 104.58 10,000 1,045,750 73,421 Mar 04 05:17 PM Meates Helen T Chief Financial Officer Mar 01 '24 Sale 104.34 5,000 521,700 43,821 Mar 04 05:17 PM Meates Helen T Chief Financial Officer Feb 29 '24 Sale 105.51 12,926 1,363,822 48,821 Mar 04 05:17 PM Travin David Adam General Counsel Feb 08 '24 Sale 93.21 5,000 466,050 1,541 Feb 12 06:21 AM Lee Ji-Yeun Managing Partner Dec 01 '23 Sale 89.76 10,000 897,604 83,421 Dec 04 05:22 PM Lee Ji-Yeun Managing Partner Sep 01 '23 Sale 79.61 10,000 796,144 93,421 Sep 05 05:30 PM Lee Ji-Yeun Managing Partner Jul 13 '23 Sale 75.18 2,066 155,322 103,421 Jul 14 05:30 PM Lee Ji-Yeun Managing Partner Jul 12 '23 Sale 75.03 7,934 595,288 105,487 Jul 14 05:30 PM
Index -
P/E 32.73
EPS (ttm) 4.03
Insider Own 24.82%
Shs Outstand 69.23M
Perf Week 4.10%
Market Cap 9.13B
Forward P/E 23.01
EPS next Y 5.73
Insider Trans -0.19%
Shs Float 52.05M
Perf Month 2.16%
Income 273.88M
PEG 3.76
EPS next Q 1.23
Inst Own 79.37%
Short Float 2.59%
Perf Quarter 3.94%
Sales 1.84B
P/S 4.96
EPS this Y -0.62%
Inst Trans -0.85%
Short Ratio 4.14
Perf Half Y 29.34%
Book/sh 25.59
P/B 5.15
EPS next Y 27.08%
ROA 9.73%
Short Interest 1.35M
Perf Year 50.69%
Cash/sh 8.03
P/C 16.43
EPS next 5Y 8.70%
ROE 16.55%
52W Range 84.89 - 133.80
Perf YTD 10.00%
Dividend Est. 2.20 (1.67%)
P/FCF 34.11
EPS past 5Y 7.67%
ROI 12.54%
52W High -1.42%
Beta 0.66
Dividend TTM 2.20 (1.67%)
Quick Ratio -
Sales past 5Y 16.76%
Gross Margin -
52W Low 55.37%
ATR (14) 2.66
Dividend Ex-Date Feb 29, 2024
Current Ratio -
EPS Y/Y TTM 4.66%
Oper. Margin 19.07%
RSI (14) 62.87
Volatility 1.79% 2.06%
Employees 2610
Debt/Eq 0.24
Sales Y/Y TTM 0.18%
Profit Margin 14.89%
Recom 2.75
Target Price 131.33
Option/Short Yes / Yes
LT Debt/Eq 0.23
EPS Q/Q 15.34%
Payout 56.36%
Rel Volume 0.84
Prev Close 130.55
Sales Surprise 3.67%
EPS Surprise 6.49%
Sales Q/Q 12.03%
Earnings May 08 AMC
Avg Volume 325.04K
Price 131.90
SMA20 3.64%
SMA50 3.99%
SMA200 15.46%
Trades
Volume 272,338
Change 1.03%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-29-24 Resumed
Keefe Bruyette
Mkt Perform
Jul-18-22 Upgrade
Morgan Stanley
Underweight → Equal-Weight
$95 → $82
Apr-07-22 Downgrade
Piper Sandler
Neutral → Underweight
$92 → $76
Jan-06-22 Upgrade
Goldman
Neutral → Buy
$116 → $126
Jan-04-22 Upgrade
UBS
Neutral → Buy
$120 → $116
Oct-29-21 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$86 → $110
Jul-14-21 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$80
Mar-19-21 Downgrade
Goldman
Buy → Neutral
$82 → $73
Jan-05-21 Downgrade
Wolfe Research
Peer Perform → Underperform
$57 → $63
Dec-16-20 Initiated
Seaport Global Securities
Neutral
Dec-14-20 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$80
Oct-02-20 Downgrade
UBS
Buy → Neutral
$60
Jul-22-20 Initiated
Wolfe Research
Peer Perform
$60
Jul-10-20 Downgrade
JP Morgan
Overweight → Neutral
$57
Jan-27-20 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$52 → $53
Nov-20-19 Initiated
Morgan Stanley
Equal-Weight
$49
May-23-19 Downgrade
JMP Securities
Mkt Outperform → Mkt Perform
Apr-03-19 Upgrade
Goldman
Neutral → Buy
$44 → $52
Jan-09-19 Upgrade
BofA/Merrill
Neutral → Buy
Jan-04-19 Resumed
Keefe Bruyette
Outperform
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Houlihan Lokey, Inc. engages in the provision of investment banking services. It operates through the following segments: Corporate Finance, Financial Restructuring, and Financial and Valuation Advisory. The Corporate Finance segment provides general financial advisory services in addition to advice on mergers and acquisitions and capital markets offering. The Financial Restructuring segment provides advice to debtors, creditors, and parties-in-interest in connection with recapitalization or deleveraging transactions. The Financial Valuation and Advisory Services segment provides valuation of various assets including companies, illiquid debt and equity securities and intellectual property. The company was founded in 1972 and is headquartered in Los Angeles, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
CRAIN CHRISTOPHER M GENERAL COUNSEL Mar 01 '24 Sale 128.94 1,000 128,940 0 Mar 01 07:09 PM GOLD IRWIN EXECUTIVE CHAIRMAN Dec 27 '23 Sale 122.18 10,000 1,221,800 0 Dec 27 06:05 PM CRAIN CHRISTOPHER M GENERAL COUNSEL Dec 19 '23 Sale 120.12 1,500 180,180 0 Dec 19 06:51 PM CRAIN CHRISTOPHER M GENERAL COUNSEL Dec 01 '23 Sale 107.17 1,000 107,170 0 Dec 04 08:09 PM ALLEY J LINDSEY Chief Financial Officer Nov 30 '23 Sale 107.48 10,000 1,074,800 0 Nov 30 05:40 PM BEISER SCOTT L CHIEF EXECUTIVE OFFICER Nov 03 '23 Sale 105.78 9,084 960,906 0 Nov 06 05:07 PM CRAIN CHRISTOPHER M GENERAL COUNSEL Aug 16 '23 Sale 100.66 1,000 100,660 0 Aug 16 04:14 PM GOLD IRWIN EXECUTIVE CHAIRMAN Jun 07 '23 Sale 91.23 10,000 912,300 0 Jun 08 08:55 PM CRAIN CHRISTOPHER M GENERAL COUNSEL Jun 05 '23 Sale 90.74 1,000 90,740 0 Jun 06 05:30 PM GOLD IRWIN EXECUTIVE CHAIRMAN Jun 02 '23 Sale 90.09 5,389 485,495 0 Jun 06 05:29 PM
Index RUT
P/E -
EPS (ttm) -0.19
Insider Own 0.55%
Shs Outstand 70.35M
Perf Week 3.68%
Market Cap 3.63B
Forward P/E 20.58
EPS next Y 2.51
Insider Trans -65.32%
Shs Float 69.97M
Perf Month -7.41%
Income -11.80M
PEG -
EPS next Q 0.12
Inst Own 102.11%
Short Float 8.20%
Perf Quarter -9.29%
Sales 884.41M
P/S 4.10
EPS this Y 652.19%
Inst Trans 0.96%
Short Ratio 8.21
Perf Half Y 21.08%
Book/sh 5.18
P/B 9.96
EPS next Y 126.93%
ROA -1.18%
Short Interest 5.73M
Perf Year 43.08%
Cash/sh 1.47
P/C 35.14
EPS next 5Y -4.70%
ROE -3.04%
52W Range 33.87 - 58.67
Perf YTD -8.11%
Dividend Est. 2.38 (4.61%)
P/FCF 29.11
EPS past 5Y -
ROI -2.11%
52W High -12.08%
Beta 1.33
Dividend TTM 3.00 (5.82% )
Quick Ratio -
Sales past 5Y 5.32%
Gross Margin -
52W Low 52.29%
ATR (14) 1.75
Dividend Ex-Date Feb 16, 2024
Current Ratio -
EPS Y/Y TTM -113.27%
Oper. Margin -3.68%
RSI (14) 46.28
Volatility 2.86% 3.01%
Employees 1161
Debt/Eq 0.58
Sales Y/Y TTM 1.54%
Profit Margin -1.33%
Recom 3.75
Target Price 52.00
Option/Short Yes / Yes
LT Debt/Eq 0.53
EPS Q/Q 330.02%
Payout -
Rel Volume 0.67
Prev Close 51.86
Sales Surprise -0.83%
EPS Surprise 68.58%
Sales Q/Q 15.79%
Earnings Apr 24 AMC
Avg Volume 698.05K
Price 51.58
SMA20 -1.72%
SMA50 -3.85%
SMA200 3.04%
Trades
Volume 466,794
Change -0.54%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-13-24 Upgrade
Goldman
Sell → Neutral
$53 → $58
Jan-29-24 Resumed
Keefe Bruyette
Mkt Perform
$56
Jan-11-23 Downgrade
Goldman
Neutral → Sell
$40 → $37
Nov-03-22 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$40 → $37
Sep-23-22 Downgrade
UBS
Neutral → Sell
$43 → $35
Jul-18-22 Downgrade
Morgan Stanley
Equal-Weight → Underweight
$53 → $36
Jul-11-22 Downgrade
Wolfe Research
Peer Perform → Underperform
$42
Jul-06-22 Downgrade
UBS
Buy → Neutral
$54 → $40
Apr-28-22 Downgrade
Piper Sandler
Overweight → Neutral
$52 → $50
Apr-06-22 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$57
Feb-11-22 Upgrade
Piper Sandler
Neutral → Overweight
$78 → $70
Jan-06-22 Upgrade
Goldman
Sell → Neutral
$68 → $65
Dec-17-21 Upgrade
Keefe Bruyette
Mkt Perform → Outperform
$77
Jun-17-21 Upgrade
Wolfe Research
Underperform → Peer Perform
$63
Apr-09-21 Downgrade
JMP Securities
Mkt Outperform → Mkt Perform
Jan-07-21 Upgrade
JP Morgan
Underweight → Neutral
$50
Jan-05-21 Upgrade
UBS
Neutral → Buy
$40 → $56
Dec-16-20 Initiated
Seaport Global Securities
Neutral
Oct-09-20 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$40
Oct-02-20 Upgrade
UBS
Sell → Neutral
$38
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Moelis & Co. operates as a holding company. It engages in the provision of financial advisory, capital raising and asset management services to a client base including corporations, governments, sovereign wealth funds and financial sponsors. The firm focuses on clients including large public multinational corporations, middle market private companies, financial sponsors, entrepreneurs and governments. The company was founded by Kenneth David Moelis, Navid Mahmoodzadegan, Jeffrey Raich and Elizabeth Ann Crain in July 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MAHMOODZADEGAN NAVID Co-President, MD Mar 01 '24 Sale 53.88 19,483 1,049,744 44,980 Mar 01 05:58 PM MOELIS KENNETH Chairman, CEO Mar 01 '24 Sale 54.08 4,000 216,320 82,441 Mar 01 05:59 PM MOELIS KENNETH Chairman, CEO Feb 29 '24 Sale 54.11 75,000 4,058,250 86,441 Mar 01 05:59 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 29 '24 Sale 54.11 50,772 2,747,273 64,463 Mar 01 05:58 PM RAICH JEFFREY Co-President, MD Feb 29 '24 Sale 54.23 44,710 2,424,623 0 Mar 01 05:54 PM SIMON JOSEPH Chief Financial Officer Feb 29 '24 Sale 54.13 8,573 464,056 0 Mar 01 05:56 PM RAICH JEFFREY Co-President, MD Feb 23 '24 Sale 54.62 45,093 2,462,980 44,710 Feb 23 08:03 PM WATANABE OSAMU R. General Counsel, Secretary Feb 23 '24 Sale 54.38 5,869 319,156 131 Feb 23 07:35 PM MOELIS KENNETH Chairman, CEO Feb 23 '24 Sale 55.00 400 22,000 161,441 Feb 23 07:52 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 22 '24 Sale 54.92 10,402 571,278 115,235 Feb 23 08:06 PM MOELIS KENNETH Chairman, CEO Feb 21 '24 Sale 52.60 128,277 6,747,370 161,810 Feb 23 07:52 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 52.60 85,900 4,518,340 125,637 Feb 23 08:06 PM RAICH JEFFREY Co-President, MD Feb 21 '24 Sale 52.60 39,781 2,092,481 89,803 Feb 23 08:03 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 21 '24 Sale 54.68 20,311 1,110,605 33,906 Feb 21 06:24 PM Cantor Eric Vice Chairman, MD Feb 21 '24 Sale 52.60 17,857 939,278 195,863 Feb 23 07:50 PM SIMON JOSEPH Chief Financial Officer Feb 21 '24 Sale 52.60 8,149 428,637 8,573 Feb 23 08:04 PM WATANABE OSAMU R. General Counsel, Secretary Feb 21 '24 Sale 52.60 7,685 404,231 6,000 Feb 23 07:35 PM Pilcher Ciafone Katherine Chief Operating Officer Feb 21 '24 Sale 52.60 4,798 252,375 3,666 Feb 23 07:34 PM Callesano Christopher Principal Accounting Officer Feb 21 '24 Sale 52.60 1,144 60,174 885 Feb 23 07:59 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 20 '24 Sale 55.29 25,642 1,417,746 54,217 Feb 21 06:24 PM MAHMOODZADEGAN NAVID Co-President, MD Feb 16 '24 Sale 55.82 20,001 1,116,456 79,859 Feb 21 06:24 PM SIMON JOSEPH Chief Financial Officer Feb 09 '24 Sale 54.70 10,720 586,428 0 Feb 13 06:08 PM Callesano Christopher Principal Accounting Officer Feb 08 '24 Sale 53.59 1,040 55,734 0 Feb 12 06:40 PM MOELIS KENNETH Chairman, CEO Nov 13 '23 Sale 41.66 19,675 819,660 5,308 Nov 13 07:54 PM MOELIS KENNETH Chairman, CEO Nov 10 '23 Sale 41.57 50,000 2,078,500 24,983 Nov 13 07:54 PM MOELIS KENNETH Chairman, CEO Nov 09 '23 Sale 42.20 23,388 986,974 74,983 Nov 13 07:54 PM Shropshire Kenneth Director Aug 10 '23 Sale 48.09 1,417 68,144 7,157 Aug 14 07:50 PM CRAIN ELIZABETH Chief Operating Officer Aug 02 '23 Sale 48.06 5,588 268,559 0 Aug 02 08:10 PM CRAIN ELIZABETH Chief Operating Officer Jul 31 '23 Sale 48.10 5,588 268,783 5,588 Aug 02 08:10 PM
Index -
P/E -
EPS (ttm) -0.04
Insider Own 14.07%
Shs Outstand 80.60M
Perf Week 0.68%
Market Cap 4.09B
Forward P/E 16.37
EPS next Y 2.70
Insider Trans -39.26%
Shs Float 79.53M
Perf Month 0.16%
Income 71.48M
PEG -
EPS next Q 0.43
Inst Own 52.99%
Short Float 3.20%
Perf Quarter 4.87%
Sales 2.39B
P/S 1.71
EPS this Y 33.01%
Inst Trans 1.82%
Short Ratio 3.16
Perf Half Y 56.74%
Book/sh 7.19
P/B 6.15
EPS next Y 29.20%
ROA 0.83%
Short Interest 2.55M
Perf Year 61.62%
Cash/sh 7.33
P/C 6.03
EPS next 5Y 31.29%
ROE 13.13%
52W Range 24.74 - 47.20
Perf YTD 2.32%
Dividend Est. 1.81 (4.09%)
P/FCF 20.11
EPS past 5Y -
ROI 4.17%
52W High -6.42%
Beta 1.59
Dividend TTM 1.34 (3.03%)
Quick Ratio -
Sales past 5Y 29.25%
Gross Margin 97.96%
52W Low 78.54%
ATR (14) 1.18
Dividend Ex-Date Feb 22, 2024
Current Ratio -
EPS Y/Y TTM -18.39%
Oper. Margin 2.43%
RSI (14) 52.80
Volatility 2.77% 2.67%
Employees 1850
Debt/Eq 2.18
Sales Y/Y TTM 20.24%
Profit Margin 3.00%
Recom 2.29
Target Price 47.31
Option/Short Yes / Yes
LT Debt/Eq 1.96
EPS Q/Q 211.98%
Payout -
Rel Volume 0.84
Prev Close 43.63
Sales Surprise 15.25%
EPS Surprise 26.71%
Sales Q/Q 133.86%
Earnings May 08 BMO
Avg Volume 806.40K
Price 44.17
SMA20 1.12%
SMA50 -0.24%
SMA200 20.96%
Trades
Volume 678,850
Change 1.24%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-04-24 Initiated
TD Cowen
Market Perform
$38
Dec-06-23 Resumed
BMO Capital Markets
Market Perform
$36
Nov-30-23 Resumed
Goldman
Buy
$43
May-19-23 Initiated
Citigroup
Buy
$32
Jan-24-23 Downgrade
JP Morgan
Overweight → Neutral
$35 → $34
Oct-19-22 Initiated
Credit Suisse
Neutral
$27.50
Oct-17-22 Initiated
Jefferies
Hold
$30
Oct-14-22 Downgrade
Exane BNP Paribas
Outperform → Neutral
$32
Jun-08-22 Initiated
JMP Securities
Mkt Perform
May-02-24 01:00PM
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(The Wall Street Journal)
TPG, Inc. operates as a global, diversified alternative asset management firm. It invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions. The firm aims to build dynamic products and options for its clients while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio. The company was founded by Jim Coulter and David Bonderman in 1992 and is headquartered in Fort Worth, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BONDERMAN DAVID Director Feb 29 '24 Sale 41.64 1,584,746 65,988,823 0 Feb 29 06:18 PM COULTER JAMES G Executive Chairman Feb 29 '24 Sale 41.64 1,334,746 55,578,823 0 Feb 29 06:24 PM WINKELRIED JON Chief Executive Officer Feb 29 '24 Sale 41.64 1,000,000 41,640,000 3,326,460 Feb 29 07:01 PM COSLET JONATHAN J Director Feb 29 '24 Sale 41.64 1,000,000 41,640,000 0 Feb 29 06:22 PM Davis Kelvin L. Director Feb 29 '24 Sale 41.64 822,017 34,228,788 844,584 Feb 29 06:29 PM Sisitsky Todd Benjamin President Feb 29 '24 Sale 41.64 660,151 27,488,688 512,766 Feb 29 06:43 PM Rhodes Jeffrey K. Director Feb 29 '24 Sale 41.64 408,675 17,017,227 176,492 Feb 29 06:38 PM Trujillo David Director Feb 29 '24 Sale 41.64 397,510 16,552,316 182,519 Feb 29 06:45 PM Weingart Jack Chief Financial Officer Feb 29 '24 Sale 41.64 308,468 12,844,608 775,982 Feb 29 06:57 PM Raj Nehal Director Feb 29 '24 Sale 41.64 250,858 10,445,727 549,712 Feb 29 06:36 PM Sarvananthan Ganendran Director Feb 29 '24 Sale 41.64 172,705 7,191,436 42,388 Feb 29 06:41 PM Vazquez-Ubarri Anilu Chief Operating Officer Feb 29 '24 Sale 41.64 101,937 4,244,657 333,711 Feb 29 07:23 PM Berenson Bradford General Counsel Feb 29 '24 Sale 41.64 90,895 3,784,868 196,252 Feb 29 06:15 PM Chorengel Maya Director Feb 29 '24 Sale 41.64 74,773 3,113,548 57,146 Feb 29 06:20 PM Sisitsky Todd Benjamin President Feb 29 '24 Sale 41.64 52,807 2,198,883 396,982 Feb 29 06:43 PM WINKELRIED JON Chief Executive Officer Feb 29 '24 Sale 41.64 50,848 2,117,311 0 Feb 29 07:01 PM Davidson Martin Chief Accounting Officer Feb 29 '24 Sale 41.64 39,317 1,637,160 30,991 Feb 29 06:26 PM Harris Joann Chief Compliance Officer Feb 29 '24 Sale 41.64 23,745 988,742 0 Feb 29 06:33 PM COULTER JAMES G Executive Chairman Feb 29 '24 Sale 41.64 16,949 705,756 386,936 Feb 29 06:24 PM BONDERMAN DAVID Director Feb 29 '24 Sale 41.64 16,949 705,756 37,967 Feb 29 06:18 PM Harris Joann Chief Compliance Officer Feb 29 '24 Sale 41.64 1,739 72,412 22,860 Feb 29 06:33 PM MESSEMER DEBORAH M. Director Feb 28 '24 Sale 43.97 6,390 280,980 18,033 Mar 01 05:14 PM WINKELRIED JON Chief Executive Officer Feb 27 '24 Option Exercise 0.00 1,000,000 0 4,326,460 Feb 29 07:01 PM Weingart Jack Chief Financial Officer Feb 27 '24 Option Exercise 0.00 308,468 0 1,084,450 Feb 29 06:57 PM Sisitsky Todd Benjamin President Feb 27 '24 Option Exercise 0.00 660,151 0 1,172,917 Feb 29 06:43 PM Trujillo David Director Feb 27 '24 Option Exercise 0.00 397,510 0 580,029 Feb 29 06:45 PM Raj Nehal Director Feb 27 '24 Option Exercise 0.00 250,858 0 800,570 Feb 29 06:36 PM Harris Joann Chief Compliance Officer Feb 27 '24 Option Exercise 0.00 23,745 0 23,745 Feb 29 06:33 PM Sarvananthan Ganendran Director Feb 27 '24 Option Exercise 0.00 162,707 0 215,093 Feb 29 06:41 PM Rhodes Jeffrey K. Director Feb 27 '24 Option Exercise 0.00 408,675 0 585,167 Feb 29 06:38 PM Davis Kelvin L. Director Feb 27 '24 Option Exercise 0.00 822,017 0 1,666,601 Feb 29 06:29 PM Davidson Martin Chief Accounting Officer Feb 27 '24 Option Exercise 0.00 39,317 0 70,308 Feb 29 06:26 PM Vazquez-Ubarri Anilu Chief Operating Officer Feb 27 '24 Option Exercise 0.00 101,937 0 435,648 Feb 29 07:23 PM BONDERMAN DAVID Director Feb 27 '24 Option Exercise 0.00 1,500,000 0 1,516,949 Feb 29 06:18 PM Berenson Bradford General Counsel Feb 27 '24 Option Exercise 0.00 90,895 0 287,147 Feb 29 06:15 PM Chorengel Maya Director Feb 27 '24 Option Exercise 0.00 69,298 0 131,919 Feb 29 06:20 PM COULTER JAMES G Executive Chairman Feb 27 '24 Option Exercise 0.00 1,250,000 0 1,266,949 Feb 29 06:24 PM COSLET JONATHAN J Director Feb 27 '24 Option Exercise 0.00 1,000,000 0 1,000,000 Feb 29 06:22 PM
Index RUT
P/E 42.13
EPS (ttm) 0.88
Insider Own 15.52%
Shs Outstand 62.83M
Perf Week 1.32%
Market Cap 2.42B
Forward P/E 22.19
EPS next Y 1.66
Insider Trans -5.28%
Shs Float 55.43M
Perf Month 6.76%
Income 56.07M
PEG 2.58
EPS next Q 0.28
Inst Own 80.21%
Short Float 2.01%
Perf Quarter 8.65%
Sales 529.83M
P/S 4.57
EPS this Y -6.06%
Inst Trans -4.13%
Short Ratio 2.82
Perf Half Y 30.96%
Book/sh 11.89
P/B 3.11
EPS next Y 42.89%
ROA 1.61%
Short Interest 1.12M
Perf Year 73.19%
Cash/sh 2.66
P/C 13.90
EPS next 5Y 16.30%
ROE 7.41%
52W Range 19.63 - 38.25
Perf YTD 16.02%
Dividend Est. 0.81 (2.18%)
P/FCF 11.05
EPS past 5Y -
ROI 5.60%
52W High -3.45%
Beta 1.23
Dividend TTM 0.83 (2.25%)
Quick Ratio -
Sales past 5Y 29.60%
Gross Margin 90.89%
52W Low 88.13%
ATR (14) 1.21
Dividend Ex-Date Feb 28, 2024
Current Ratio -
EPS Y/Y TTM 1168.49%
Oper. Margin 32.66%
RSI (14) 58.34
Volatility 2.91% 3.53%
Employees 956
Debt/Eq 0.32
Sales Y/Y TTM 287.00%
Profit Margin 10.58%
Recom 2.14
Target Price 41.71
Option/Short Yes / Yes
LT Debt/Eq 0.31
EPS Q/Q -182.89%
Payout -
Rel Volume 0.72
Prev Close 36.53
Sales Surprise 22.08%
EPS Surprise 44.08%
Sales Q/Q -591.83%
Earnings Feb 08 AMC
Avg Volume 395.20K
Price 36.93
SMA20 2.84%
SMA50 5.48%
SMA200 18.09%
Trades
Volume 283,062
Change 1.09%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Upgrade
JP Morgan
Neutral → Overweight
$40 → $49
Mar-20-24 Initiated
Oppenheimer
Outperform
$48
Sep-07-22 Initiated
BofA Securities
Buy
$42
Aug-31-22 Initiated
Barclays
Equal Weight
$33
Jul-19-22 Downgrade
Morgan Stanley
Overweight → Equal-Weight
$46 → $30
Dec-22-21 Initiated
Evercore ISI
Outperform
$48
Jan-26-21 Downgrade
UBS
Buy → Neutral
$32 → $38
Oct-12-20 Initiated
UBS
Buy
$30
Oct-12-20 Initiated
Morgan Stanley
Overweight
Oct-12-20 Initiated
JP Morgan
Neutral
Oct-12-20 Initiated
Goldman
Neutral
$26
Oct-12-20 Initiated
Barclays
Equal Weight
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Apr-26-22 08:05AM
Apr-05-22 06:47PM
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Mar-16-22 10:44PM
Mar-08-22 08:05AM
Mar-03-22 07:43AM
StepStone Group, Inc. is a private markets investment firm. It focuses on providing customized investment solutions and advisory and data services to clients. The firm serves public and private defined benefit and defined contribution pension funds, sovereign wealth funds and insurance companies, prominent endowments, foundations, family offices and private wealth clients, which include high-net-worth and mass affluent individuals. The company was founded by Monte M. Brem, Jose A. Fernandez, Steve R. Mitchell, Thomas Porter Keck, and Robert A. Waldo in January 2007 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Keck Thomas Director Feb 26 '24 Sale 35.47 3,694 131,026 200,750 Feb 27 07:21 PM Keck Thomas Director Feb 23 '24 Sale 35.47 53,403 1,894,204 204,444 Feb 27 07:21 PM Keck Thomas Director Feb 22 '24 Sale 35.68 48,662 1,736,260 257,847 Feb 22 07:05 PM Keathley Anthony Chief Accounting Officer Feb 22 '24 Sale 35.70 469 16,743 3,183 Feb 22 07:11 PM Keck Thomas Director Feb 21 '24 Sale 35.10 24,241 850,859 306,509 Feb 22 07:05 PM Lim James 10% Owner Feb 16 '24 Sale 35.11 62,164 2,182,578 6,208,351 Feb 20 06:03 PM Lim James 10% Owner Feb 15 '24 Sale 35.22 56,937 2,005,321 6,270,515 Feb 20 06:03 PM Lim James 10% Owner Feb 14 '24 Sale 35.16 61,294 2,155,097 6,327,452 Feb 15 07:09 PM Lim James 10% Owner Feb 13 '24 Sale 35.06 9,008 315,820 6,388,746 Feb 15 07:09 PM Keathley Anthony Chief Accounting Officer Feb 13 '24 Sale 34.95 699 24,430 3,277 Feb 15 07:07 PM Lim James 10% Owner Dec 15 '23 Sale 28.80 69,649 2,005,891 6,397,754 Dec 18 04:37 PM Lim James 10% Owner Dec 14 '23 Sale 29.03 177,283 5,146,525 6,467,403 Dec 18 04:37 PM Lim James 10% Owner Sep 15 '23 Sale 31.72 21,862 693,463 6,644,686 Sep 18 04:22 PM Park David Y Chief Accounting Officer Sep 15 '23 Sale 32.02 2,541 81,363 27,864 Sep 18 04:24 PM Lim James 10% Owner Sep 14 '23 Sale 31.15 17,946 559,018 6,666,548 Sep 18 04:22 PM Lim James 10% Owner Sep 13 '23 Sale 31.76 53,925 1,712,658 6,684,494 Sep 13 06:27 PM Park David Y Chief Accounting Officer Sep 13 '23 Sale 32.02 1,459 46,717 30,405 Sep 14 06:24 PM Lim James 10% Owner Sep 12 '23 Sale 31.64 43,515 1,376,815 6,738,419 Sep 13 06:27 PM Lim James 10% Owner Sep 11 '23 Sale 31.42 31,648 994,380 6,781,934 Sep 13 06:27 PM Lim James 10% Owner Sep 08 '23 Sale 31.21 20,473 638,962 6,813,582 Sep 08 06:36 PM Lim James 10% Owner Sep 07 '23 Sale 31.15 18,466 575,216 6,834,055 Sep 08 06:36 PM Lim James 10% Owner Sep 06 '23 Sale 31.01 500 15,505 6,852,521 Sep 08 06:36 PM Ment Jason P See remarks Sep 05 '23 Sale 31.03 3,598 111,646 70,568 Sep 05 06:30 PM Lim James 10% Owner Sep 05 '23 Sale 31.03 710 22,031 6,853,021 Sep 05 06:31 PM Lim James 10% Owner Sep 01 '23 Sale 31.04 16,056 498,378 6,853,731 Sep 05 06:31 PM Ment Jason P See remarks Sep 01 '23 Sale 31.04 15,826 491,239 74,166 Sep 05 06:30 PM Lim James 10% Owner Aug 31 '23 Sale 31.01 634 19,660 6,869,787 Sep 05 06:31 PM Ment Jason P See remarks Aug 31 '23 Sale 31.01 576 17,862 89,992 Sep 05 06:30 PM McCabe Michael I Head of Strategy Jun 05 '23 Buy 23.56 25,000 589,000 181,357 Jun 05 06:27 PM McCabe Michael I Head of Strategy Jun 02 '23 Buy 23.57 37,000 872,090 156,357 Jun 05 06:27 PM McCabe Michael I Head of Strategy Jun 01 '23 Buy 22.83 33,000 753,390 119,357 Jun 05 06:27 PM McCabe Michael I Head of Strategy May 31 '23 Buy 21.46 30,000 643,800 86,357 May 31 06:46 PM McCabe Michael I Head of Strategy May 30 '23 Buy 21.48 50,000 1,074,000 56,357 May 31 06:46 PM
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