Index NDX, S&P 500 P/E 47.38 EPS (ttm) 26.98 Insider Own 2.07% Shs Outstand 463.42M Perf Week -4.91%
Market Cap 592.30B Forward P/E 22.07 EPS next Y 57.91 Insider Trans -0.87% Shs Float 453.83M Perf Month -2.99%
Income 11.63B PEG 3.29 EPS next Q 10.83 Inst Own 78.59% Short Float 1.28% Perf Quarter 4.39%
Sales 38.87B P/S 15.24 EPS this Y 11.92% Inst Trans 3.00% Short Ratio 1.96 Perf Half Y 49.85%
Book/sh 151.80 P/B 8.42 EPS next Y 22.46% ROA 9.23% Short Interest 5.83M Perf Year 108.43%
Cash/sh 25.60 P/C 49.92 EPS next 5Y 14.40% ROE 24.75% 52W Range 601.29 - 1438.17 Perf YTD 14.50%
Dividend Est. 21.07 (1.65%) P/FCF 32.20 EPS past 5Y 2.37% ROI 8.09% 52W High -11.13% Beta 1.20
Dividend TTM 19.70 (1.54%) Quick Ratio 1.24 Sales past 5Y 11.57% Gross Margin 62.57% 52W Low 112.56% ATR (14) 46.57
Dividend Ex-Date Mar 20, 2024 Current Ratio 1.33 EPS Y/Y TTM -9.15% Oper. Margin 39.12% RSI (14) 48.23 Volatility 3.25% 3.40%
Employees 20000 Debt/Eq 1.08 Sales Y/Y TTM 12.94% Profit Margin 29.93% Recom 1.65 Target Price 1551.14
Option/Short Yes / Yes LT Debt/Eq 1.05 EPS Q/Q -67.75% Payout 55.79% Rel Volume 0.83 Prev Close 1238.57
Sales Surprise 1.41% EPS Surprise 6.00% Sales Q/Q 34.17% Earnings Mar 07 AMC Avg Volume 2.98M Price 1278.11
SMA20 -1.43% SMA50 -2.33% SMA200 20.88% Trades
Volume 2,475,905 Change 3.19%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Reiterated Barclays
Overweight
$1405 → $1500
Apr-16-24 Initiated Evercore ISI
Outperform
$1620
Apr-08-24 Resumed Deutsche Bank
Buy
$1500
Mar-21-24 Upgrade TD Cowen
Market Perform → Outperform
$1400 → $1500
Mar-20-24 Resumed Barclays
Overweight
$1405
Mar-08-24 Reiterated TD Cowen
Market Perform
$1000 → $1400
Jan-23-24 Initiated Cantor Fitzgerald
Overweight
$1300
Jan-19-24 Resumed Goldman
Buy
$1325
Dec-11-23 Resumed Citigroup
Buy
$1100
Dec-08-23 Upgrade Summit Insights
Hold → Buy
Dec-08-23 Reiterated TD Cowen
Market Perform
$900 → $1000
Dec-04-23 Reiterated Oppenheimer
Outperform
$990 → $1100
Sep-01-23 Reiterated TD Cowen
Market Perform
$800 → $900
Sep-01-23 Reiterated Oppenheimer
Outperform
$900 → $990
Jul-20-23 Initiated Wolfe Research
Peer Perform
Jul-14-23 Reiterated Truist
Buy
$890 → $942
Apr-13-23 Initiated The Benchmark Company
Buy
$770
Mar-02-23 Resumed Raymond James
Mkt Perform
Feb-28-23 Initiated Exane BNP Paribas
Outperform
$660
Jan-23-23 Reiterated Truist
Buy
$662 → $659
Show Previous Ratings
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(Investor's Business Daily)
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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Brazeal Mark David Chief Legal & Corp Affairs Ofc Apr 10 '24 Sale 1316.46 2,500 3,291,150 41,974 Apr 12 08:24 PM PAGE JUSTINE Director Apr 10 '24 Sale 1323.00 110 145,530 3,125 Apr 12 08:40 PM Spears Kirsten M. CFO & Chief Accounting Officer Apr 05 '24 Sale 1343.14 3,000 4,029,435 43,459 Apr 09 05:30 PM Brazeal Mark David Chief Legal & Corp Affairs Ofc Apr 03 '24 Sale 1367.52 2,500 3,418,800 44,474 Apr 05 08:31 PM TAN HOCK E President and CEO Apr 02 '24 Sale 1312.25 2,000 2,624,500 168,096 Apr 04 05:45 PM Brazeal Mark David Chief Legal & Corp Affairs Ofc Mar 28 '24 Sale 1318.97 2,500 3,297,438 46,974 Apr 01 06:37 PM Kawwas Charlie B President, Semi Solutions Grp Mar 25 '24 Sale 1344.00 5,000 6,720,000 16,575 Mar 27 06:37 PM Brazeal Mark David Chief Legal & Corp Affairs Ofc Mar 25 '24 Sale 1352.35 2,500 3,380,875 49,474 Mar 27 06:29 PM Hao Kenneth Director Mar 21 '24 Sale 1388.13 9,160 12,715,311 0 Mar 21 08:19 PM HARTENSTEIN EDDY W Director Mar 12 '24 Sale 1290.34 3,150 4,064,583 4,643 Mar 14 05:37 PM Spears Kirsten M. CFO & Chief Accounting Officer Jan 05 '24 Sale 1043.14 2,500 2,607,860 26,880 Jan 09 05:11 PM TAN HOCK E President and CEO Dec 21 '23 Sale 1122.46 20,000 22,449,113 209,796 Dec 22 07:40 PM HARTENSTEIN EDDY W Director Dec 20 '23 Sale 1140.30 800 912,239 810 Dec 22 07:30 PM Brazeal Mark David Chief Legal & Corp Affairs Ofc Dec 18 '23 Sale 1126.75 4,032 4,543,042 36,868 Dec 19 04:39 PM Spears Kirsten M. CFO & Chief Accounting Officer Dec 18 '23 Sale 1140.87 2,500 2,852,175 29,380 Dec 19 04:50 PM TAN HOCK E President and CEO Dec 14 '23 Sale 1089.69 20,000 21,793,800 229,796 Dec 18 05:53 PM Kawwas Charlie B President, Semi Solutions Grp Dec 14 '23 Sale 1116.00 2,000 2,232,000 91,380 Dec 18 05:17 PM PAGE JUSTINE Director Dec 14 '23 Sale 1094.00 143 156,442 3,235 Dec 18 05:40 PM You Harry L. Director Sep 15 '23 Buy 858.96 1,000 858,958 3,510 Sep 19 05:09 PM HARTENSTEIN EDDY W Director Sep 12 '23 Sale 855.68 1,500 1,283,521 9,123 Sep 14 04:45 PM Low Check Kian Director Sep 06 '23 Buy 872.03 11,000 9,592,282 15,951 Sep 08 05:25 PM Spears Kirsten M. CFO & Chief Accounting Officer Jun 08 '23 Sale 797.82 6,000 4,786,936 35,085 Jun 12 04:56 PM Kawwas Charlie B President, Semi Solutions Grp Jun 08 '23 Sale 801.33 1,645 1,318,188 75,290 Jun 12 04:44 PM
Index RUT P/E - EPS (ttm) -1.45 Insider Own 15.89% Shs Outstand 92.23M Perf Week 2.27%
Market Cap 1.38B Forward P/E - EPS next Y -0.35 Insider Trans 0.00% Shs Float 77.87M Perf Month 3.26%
Income -133.65M PEG - EPS next Q -0.08 Inst Own 100.03% Short Float 5.33% Perf Quarter -1.98%
Sales 280.47M P/S 4.91 EPS this Y 55.68% Inst Trans -1.98% Short Ratio 6.96 Perf Half Y 12.48%
Book/sh 12.26 P/B 1.21 EPS next Y -0.63% ROA -2.53% Short Interest 4.15M Perf Year -6.12%
Cash/sh 1.49 P/C 9.95 EPS next 5Y - ROE -7.55% 52W Range 13.06 - 18.98 Perf YTD -5.47%
Dividend Est. 0.22 (1.47%) P/FCF 28.62 EPS past 5Y - ROI -4.99% 52W High -21.63% Beta 1.24
Dividend TTM 0.15 (1.04%) Quick Ratio - Sales past 5Y -3.87% Gross Margin 23.49% 52W Low 13.82% ATR (14) 0.43
Dividend Ex-Date Apr 02, 2024 Current Ratio - EPS Y/Y TTM -99.23% Oper. Margin 4.81% RSI (14) 53.47 Volatility 2.96% 2.76%
Employees 197 Debt/Eq 1.64 Sales Y/Y TTM -13.52% Profit Margin -47.65% Recom 2.67 Target Price 17.00
Option/Short Yes / Yes LT Debt/Eq 1.36 EPS Q/Q 78.66% Payout - Rel Volume 1.05 Prev Close 15.03
Sales Surprise -3.66% EPS Surprise 47.98% Sales Q/Q 0.62% Earnings Apr 24 AMC Avg Volume 596.38K Price 14.87
SMA20 1.93% SMA50 1.05% SMA200 -5.24% Trades
Volume 626,091 Change -1.06%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-25-23 Resumed JP Morgan
Underweight
$15 → $14
Jul-27-23 Upgrade Evercore ISI
In-line → Outperform
$18 → $19
May-16-23 Upgrade Deutsche Bank
Hold → Buy
$15 → $19
Nov-14-22 Upgrade BofA Securities
Underperform → Neutral
$16 → $18
Apr-30-24 08:28AM
Apr-27-24 12:00PM
Apr-24-24 09:55PM
04:20PM
Apr-15-24 08:00AM
05:26PM
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(The Wall Street Journal)
Nov-07-22 07:33PM
07:28PM
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06:30AM
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09:00AM
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(The Wall Street Journal)
Oct-12-22 08:00AM
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08:00AM
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Veris Residential, Inc. is a real estate investment trust, which owns and operates a real estate portfolio comprised predominantly of Class A office and flex properties located primarily in the Northeast. It operates through the following segments: Commercial and Other Real Estate, and Multi-Family Real Estate and Services. The Commercial and Other Real Estate and Multi-Family Real Estate Portfolio segments provides leasing, property management, acquisition, development, construction, and tenant-related services. The company was founded on May 24, 1994 and is headquartered in Jersey City, NJ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KATZ A. AKIVA Director Aug 31 '23 Sale 18.75 10,607 198,881 5,195,930 Sep 01 04:41 PM KATZ A. AKIVA Director Aug 30 '23 Sale 18.83 100,000 1,883,000 5,206,537 Sep 01 04:41 PM
Index RUT P/E 355.83 EPS (ttm) 0.03 Insider Own 27.99% Shs Outstand 75.89M Perf Week 1.41%
Market Cap 765.02M Forward P/E 23.62 EPS next Y 0.43 Insider Trans -0.93% Shs Float 54.71M Perf Month -13.56%
Income 2.26M PEG - EPS next Q 0.08 Inst Own 71.93% Short Float 5.29% Perf Quarter -24.85%
Sales 312.65M P/S 2.45 EPS this Y 5.17% Inst Trans 16.04% Short Ratio 8.76 Perf Half Y -1.47%
Book/sh 5.00 P/B 2.01 EPS next Y 26.66% ROA 0.53% Short Interest 2.89M Perf Year -11.51%
Cash/sh 3.28 P/C 3.07 EPS next 5Y - ROE 0.61% 52W Range 8.00 - 14.70 Perf YTD -24.46%
Dividend Est. - P/FCF 33.00 EPS past 5Y - ROI 0.58% 52W High -31.50% Beta 1.03
Dividend TTM - Quick Ratio 7.48 Sales past 5Y 26.33% Gross Margin 35.90% 52W Low 25.87% ATR (14) 0.43
Dividend Ex-Date - Current Ratio 7.48 EPS Y/Y TTM 106.19% Oper. Margin -1.16% RSI (14) 35.08 Volatility 4.56% 3.83%
Employees 3920 Debt/Eq 0.03 Sales Y/Y TTM -2.04% Profit Margin 0.72% Recom 1.33 Target Price 20.75
Option/Short Yes / Yes LT Debt/Eq 0.02 EPS Q/Q 51.59% Payout - Rel Volume 1.68 Prev Close 9.84
Sales Surprise 2.57% EPS Surprise -0.71% Sales Q/Q -0.33% Earnings May 02 AMC Avg Volume 330.35K Price 10.07
SMA20 -4.57% SMA50 -15.04% SMA200 -16.36% Trades
Volume 556,407 Change 2.34%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-04-22 Reiterated Needham
Buy
$45 → $22
Nov-01-21 Initiated Citigroup
Buy
$35
Jul-30-21 Initiated JP Morgan
Overweight
$25
May-04-21 Resumed Cantor Fitzgerald
Overweight
$14 → $20
Oct-15-20 Initiated Cowen
Outperform
$11
Sep-28-20 Initiated Canaccord Genuity
Buy
$10
Jun-25-20 Initiated Needham
Buy
$10
May-02-24 05:35PM
04:36PM
(Associated Press Finance)
04:05PM
Apr-15-24 04:05PM
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08:45AM
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(Associated Press Finance)
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04:21PM
(Associated Press Finance)
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(Thomson Reuters StreetEvents) +14.57%
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(Thomson Reuters StreetEvents)
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Grid Dynamics Holdings, Inc. provides digital engineering and information technology services. The firm core business is to deliver focused and complex technical consulting, software design, development, testing and internet service operations. It also helps organizations become more agile and create innovative digital products and experiences through its deep expertise in emerging technology, such as AI, data science, cloud computing, big data and DevOps, lean software development practices and a performance product culture. The company was founded by Victoria Livschitz in 2006 and is headquartered in San Ramon, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Doradla Anil CHIEF FINANCIAL OFFICER May 01 '24 Sale 10.00 3,000 30,000 385,979 May 03 06:58 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Apr 23 '24 Sale 10.54 10,000 105,438 3,660,691 Apr 24 06:02 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Apr 09 '24 Sale 11.87 15,000 178,112 3,670,691 Apr 11 05:01 PM Doradla Anil CHIEF FINANCIAL OFFICER Apr 01 '24 Sale 12.11 3,000 36,326 388,979 Apr 03 04:38 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Mar 27 '24 Sale 12.00 3,116 37,392 3,685,691 Mar 27 08:35 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Mar 26 '24 Sale 12.03 11,884 143,020 3,688,807 Mar 27 08:35 PM BENHAMOU ERIC Director Mar 14 '24 Option Exercise 3.54 63,533 224,907 141,738 Mar 15 08:44 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Mar 12 '24 Sale 12.36 15,000 185,378 3,745,474 Mar 13 05:22 PM Doradla Anil CHIEF FINANCIAL OFFICER Mar 01 '24 Sale 13.26 4,000 53,025 395,568 Mar 05 07:41 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Feb 27 '24 Sale 13.88 15,000 208,128 3,760,474 Feb 29 05:28 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Feb 13 '24 Sale 13.08 15,000 196,164 3,513,456 Feb 15 05:57 PM Doradla Anil CHIEF FINANCIAL OFFICER Feb 01 '24 Sale 13.13 4,000 52,511 377,340 Feb 05 06:20 PM Livschitz Leonard CHIEF EXECUTIVE OFFICER Jan 30 '24 Sale 13.06 15,000 195,849 2,275,442 Jan 31 06:37 PM Livschitz Leonard Chief Executive Officer Jan 16 '24 Sale 12.58 15,000 188,764 2,790,442 Jan 18 05:35 PM Livschitz Leonard Chief Executive Officer Jan 02 '24 Sale 13.08 15,000 196,198 2,805,442 Jan 04 05:18 PM Doradla Anil Chief Financial Officer Jan 02 '24 Sale 13.08 4,000 52,335 321,340 Jan 04 05:17 PM Livschitz Leonard Chief Executive Officer Dec 19 '23 Sale 13.60 15,000 203,979 2,820,442 Dec 21 07:07 PM Doradla Anil Chief Financial Officer Dec 01 '23 Sale 12.49 4,000 49,951 328,925 Dec 05 05:24 PM Nicolet Patrick Director Nov 29 '23 Sale 13.00 10,000 130,017 0 Dec 01 04:23 PM Doradla Anil Chief Financial Officer Nov 29 '23 Sale 13.03 4,000 52,137 332,925 Dec 01 04:21 PM CARNEY LLOYD Director Nov 14 '23 Sale 11.61 18,400 213,701 659,262 Nov 16 05:48 PM
Index RUT P/E 14.96 EPS (ttm) 6.13 Insider Own 40.00% Shs Outstand 32.93M Perf Week 2.85%
Market Cap 3.02B Forward P/E 16.41 EPS next Y 5.58 Insider Trans -0.52% Shs Float 19.76M Perf Month 8.23%
Income 205.27M PEG 2.14 EPS next Q 1.42 Inst Own 45.55% Short Float 2.79% Perf Quarter 4.76%
Sales 750.78M P/S 4.02 EPS this Y -8.52% Inst Trans -3.37% Short Ratio 8.33 Perf Half Y 12.58%
Book/sh 44.57 P/B 2.06 EPS next Y -3.75% ROA 1.65% Short Interest 0.55M Perf Year 24.18%
Cash/sh - P/C - EPS next 5Y 7.00% ROE 14.77% 52W Range 68.44 - 104.00 Perf YTD -5.87%
Dividend Est. 1.77 (1.93%) P/FCF 14.71 EPS past 5Y 11.01% ROI 13.47% 52W High -11.90% Beta 1.07
Dividend TTM 1.69 (1.84%) Quick Ratio - Sales past 5Y 13.79% Gross Margin - 52W Low 33.87% ATR (14) 2.30
Dividend Ex-Date Mar 27, 2024 Current Ratio 0.52 EPS Y/Y TTM -4.67% Oper. Margin 34.61% RSI (14) 62.33 Volatility 2.45% 2.48%
Employees 2109 Debt/Eq 0.06 Sales Y/Y TTM 13.12% Profit Margin 27.34% Recom 3.50 Target Price 91.62
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q -12.76% Payout 26.17% Rel Volume 0.85 Prev Close 91.87
Sales Surprise 2.35% EPS Surprise 7.72% Sales Q/Q -21.98% Earnings Apr 18 AMC Avg Volume 66.14K Price 91.62
SMA20 5.57% SMA50 5.53% SMA200 2.12% Trades
Volume 56,367 Change -0.27%
Date
Action
Analyst
Rating Change
Price Target Change
May-06-22 Downgrade Piper Sandler
Neutral → Underweight
$87 → $79
Aug-14-19 Initiated Sandler O'Neill
Hold
Jan-21-10 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$32 → $38
Jan-05-09 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$45 → $39
Jan-26-07 Downgrade FTN Midwest
Buy → Neutral
Jan-25-07 Downgrade Keefe Bruyette
Mkt Perform → Underperform
Apr-25-24 12:22PM
Apr-23-24 12:20PM
Apr-22-24 01:17PM
Apr-18-24 09:52PM
07:00PM
06:40PM
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06:40PM
05:37PM
(Associated Press Finance)
05:30PM
Mar-04-24 11:26PM
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05:25PM
04:27PM
(Associated Press Finance)
04:15PM
Jan-11-24 10:00AM
07:00PM
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06:13PM
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04:32PM
(Associated Press Finance)
04:15PM
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BancFirst Corp. is a bank holding company, which provides retail and commercial banking services. Its services include commercial, real estate, agricultural and consumer lending, depository and funds transfer services, collections, safe deposit boxes, cash management services, retail brokerage services, and other services tailored for both individual and corporate customers. The firm operates through the following business segments: Metropolitan Banks, Community Banks, Pegasus, Worthington, and Other Financial Services, and Executive Operations and Support. The Metropolitan Banks segment consists of banking locations in the metropolitan Oklahoma City and Tulsa areas. The Community Banks segment consists of banking locations in communities throughout Oklahoma. The Pegasus Bank segment consists of banking locations in the Dallas metropolitan area. The Other Financial Services segment refers to specialty product business units, including guaranteed small business lending, residential mortgage lending, trust services, securities brokerage, electronic banking, and insurance. The Executive Operations and Support segment represents executive management, operational support, and corporate functions that are not allocated to the other business units. BancFirst was founded in July 1984 and is headquartered in Oklahoma City, OK.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hannah Dennis Jay Executive Vice President May 03 '24 Sale 92.38 204 18,846 16,210 May 03 06:39 PM Lawrence Kevin Executive Vice President May 02 '24 Option Exercise 32.30 2,709 87,501 12,709 May 02 12:37 PM Lawrence Kevin Executive Vice President May 02 '24 Sale 91.16 2,709 246,966 10,000 May 02 12:37 PM Lawrence Kevin Executive Vice President May 01 '24 Option Exercise 32.30 10,000 323,000 20,000 May 01 02:54 PM Lawrence Kevin Executive Vice President May 01 '24 Sale 90.00 10,000 900,000 10,000 May 01 02:54 PM Hannah Dennis Jay Executive Vice President May 01 '24 Sale 92.03 2,000 184,057 16,414 May 01 04:39 PM Lawrence Kevin Executive Vice President Apr 25 '24 Option Exercise 32.30 10,000 323,000 20,000 Apr 25 12:15 PM Lawrence Kevin Executive Vice President Apr 25 '24 Sale 90.00 10,000 900,028 10,000 Apr 25 12:15 PM COPELAND SCOTT Executive Vice President Apr 24 '24 Sale 92.21 2,534 233,665 13,290 Apr 25 10:40 AM Hannah Dennis Jay Executive Vice President Apr 24 '24 Sale 92.06 300 27,617 18,414 Apr 24 06:02 PM Lawrence Kevin Executive Vice President Apr 22 '24 Option Exercise 32.30 10,000 323,000 20,000 Apr 22 01:11 PM SCHMIDT DARRYL Executive Vice President Apr 22 '24 Buy 89.71 232 20,812 48,939 Apr 22 11:11 AM SCHMIDT DARRYL Executive Vice President Apr 22 '24 Buy 89.71 24 2,153 5,122 Apr 22 11:11 AM Lawrence Kevin Executive Vice President Apr 22 '24 Sale 90.07 10,000 900,723 10,000 Apr 22 01:11 PM Hannah Dennis Jay Executive Vice President Mar 07 '24 Sale 90.03 1,000 90,034 18,714 Mar 07 04:38 PM Lopez Dave R Director Mar 04 '24 Option Exercise 21.49 3,000 64,470 3,000 Mar 04 06:18 PM Lopez Dave R Director Mar 04 '24 Sale 87.18 3,000 261,526 0 Mar 04 06:18 PM Lawrence Kevin Executive Vice President Feb 29 '24 Option Exercise 32.30 1,159 37,436 11,159 Feb 29 12:47 PM Lawrence Kevin Executive Vice President Feb 29 '24 Sale 88.00 1,159 101,992 10,000 Feb 29 12:47 PM Lawrence Kevin Executive Vice President Feb 27 '24 Option Exercise 32.30 1,529 49,387 11,529 Feb 27 04:55 PM Lawrence Kevin Executive Vice President Feb 27 '24 Sale 88.00 1,529 134,552 10,000 Feb 27 04:55 PM Lawrence Kevin Executive Vice President Feb 23 '24 Option Exercise 32.30 7,312 236,178 17,312 Feb 23 04:32 PM Lawrence Kevin Executive Vice President Feb 23 '24 Sale 88.00 7,312 643,461 10,000 Feb 23 04:32 PM Hannah Dennis Jay Executive Vice President Feb 16 '24 Sale 90.00 4,000 360,003 19,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 15 '24 Sale 90.07 1,000 90,071 23,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 12 '24 Sale 88.66 4,000 354,632 24,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 09 '24 Sale 88.45 4,000 353,812 28,714 Feb 20 06:00 AM SCHMIDT DARRYL Executive Vice President Jan 22 '24 Buy 92.60 225 20,835 48,707 Jan 22 12:05 PM SCHMIDT DARRYL Executive Vice President Jan 22 '24 Buy 92.60 24 2,222 5,098 Jan 22 12:05 PM Lawrence Kevin Executive Vice President Dec 06 '23 Option Exercise 32.30 5,000 161,500 15,000 Dec 06 11:15 AM Lawrence Kevin Executive Vice President Dec 06 '23 Sale 92.00 5,000 460,000 10,000 Dec 06 11:15 AM Jones Mautra Staley Director Nov 22 '23 Buy 86.80 285 24,738 285 Nov 22 01:07 PM SCHMIDT DARRYL Executive Vice President Oct 23 '23 Buy 83.04 251 20,843 48,732 Oct 23 11:28 AM SCHMIDT DARRYL Executive Vice President Oct 23 '23 Buy 83.04 27 2,242 5,074 Oct 23 11:28 AM SCHMIDT DARRYL Executive Vice President Jul 24 '23 Buy 100.67 93 9,363 48,481 Jul 24 10:01 AM SCHMIDT DARRYL Executive Vice President Jul 24 '23 Buy 100.67 20 2,013 5,047 Jul 24 10:01 AM Roberson Robin Noel Director Jun 13 '23 Option Exercise 47.55 5,000 237,750 5,000 Jun 13 11:40 AM Roberson Robin Noel Director Jun 13 '23 Sale 94.30 5,000 471,494 0 Jun 13 11:40 AM Goyne Joe Director May 09 '23 Buy 71.50 1,000 71,500 5,600 May 09 02:19 PM
Index - P/E 112.52 EPS (ttm) 0.12 Insider Own 12.39% Shs Outstand 135.81M Perf Week 7.69%
Market Cap 1.85B Forward P/E 24.21 EPS next Y 0.55 Insider Trans 0.06% Shs Float 121.62M Perf Month 1.76%
Income 19.22M PEG - EPS next Q 0.06 Inst Own 61.43% Short Float 15.37% Perf Quarter 6.31%
Sales 3.85B P/S 0.48 EPS this Y 513.03% Inst Trans -0.23% Short Ratio 7.71 Perf Half Y 76.86%
Book/sh 4.60 P/B 2.89 EPS next Y 90.05% ROA 0.09% Short Interest 18.70M Perf Year 53.94%
Cash/sh 6.44 P/C 2.07 EPS next 5Y - ROE 3.13% 52W Range 7.17 - 15.19 Perf YTD -8.15%
Dividend Est. - P/FCF 36.93 EPS past 5Y - ROI 0.15% 52W High -12.44% Beta 2.43
Dividend TTM - Quick Ratio - Sales past 5Y 25.90% Gross Margin 97.23% 52W Low 85.50% ATR (14) 0.62
Dividend Ex-Date Mar 07, 2022 Current Ratio - EPS Y/Y TTM 170.41% Oper. Margin 17.18% RSI (14) 59.47 Volatility 5.38% 4.66%
Employees 14700 Debt/Eq 18.95 Sales Y/Y TTM 17.46% Profit Margin 0.50% Recom 3.60 Target Price 11.56
Option/Short Yes / Yes LT Debt/Eq 18.95 EPS Q/Q 169.10% Payout - Rel Volume 1.45 Prev Close 12.73
Sales Surprise 34.84% EPS Surprise 566.67% Sales Q/Q 30.04% Earnings May 02 AMC Avg Volume 2.42M Price 13.30
SMA20 7.68% SMA50 5.22% SMA200 21.41% Trades
Volume 3,506,718 Change 4.48%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-16-24 Downgrade Citigroup
Neutral → Sell
$9 → $10
Jan-10-24 Initiated Deutsche Bank
Hold
Jan-04-24 Downgrade JP Morgan
Neutral → Underweight
$8.50 → $10.50
Jan-03-24 Downgrade Wells Fargo
Overweight → Equal Weight
$13 → $14
Jan-03-24 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$10.75
Dec-06-23 Resumed UBS
Sell
$8.50
Nov-15-23 Initiated Barclays
Underweight
$6
Aug-07-23 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$11.50
May-22-23 Upgrade Argus
Sell → Hold
Jan-09-23 Downgrade Credit Suisse
Neutral → Underperform
$7
Nov-16-22 Downgrade Argus
Hold → Sell
Sep-06-22 Downgrade JP Morgan
Overweight → Neutral
$11 → $8.50
Aug-08-22 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$6.50
Jul-06-22 Upgrade Wells Fargo
Equal Weight → Overweight
$10
May-31-22 Downgrade Argus
Buy → Hold
May-16-22 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$10 → $7
May-11-22 Downgrade Citigroup
Buy → Neutral
$14 → $8
Feb-22-22 Upgrade BofA Securities
Underperform → Neutral
Jan-19-22 Upgrade JP Morgan
Underweight → Overweight
$17.50 → $15
Jan-03-22 Upgrade Wedbush
Underperform → Neutral
$14
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(Morningstar Research) +10.47%
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Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rizik Matthew Director May 02 '24 Buy 12.33 97 1,196 699,330 May 03 06:00 PM Rizik Matthew Director May 01 '24 Buy 12.20 321 3,916 699,233 May 01 05:46 PM Rizik Matthew Director Apr 30 '24 Buy 12.28 353 4,335 698,912 May 01 05:46 PM Rizik Matthew Director Apr 29 '24 Buy 12.35 355 4,384 698,559 May 01 05:46 PM Rizik Matthew Director Apr 25 '24 Buy 12.07 349 4,212 698,204 Apr 26 05:50 PM Rizik Matthew Director Apr 24 '24 Buy 12.53 347 4,348 697,855 Apr 24 06:00 PM Rizik Matthew Director Apr 22 '24 Buy 11.68 375 4,380 697,508 Apr 24 06:00 PM Rizik Matthew Director Apr 19 '24 Buy 11.53 380 4,381 697,133 Apr 19 06:01 PM Rizik Matthew Director Apr 17 '24 Buy 11.44 383 4,382 696,753 Apr 17 06:14 PM Rizik Matthew Director Apr 16 '24 Buy 11.46 375 4,298 696,370 Apr 17 06:14 PM Rizik Matthew Director Apr 15 '24 Buy 12.21 358 4,371 695,995 Apr 17 06:14 PM Rizik Matthew Director Apr 12 '24 Buy 12.20 353 4,307 695,637 Apr 12 05:04 PM Rizik Matthew Director Apr 11 '24 Buy 12.28 158 1,940 695,284 Apr 12 05:04 PM Rizik Matthew Director Apr 10 '24 Buy 12.60 310 3,906 695,126 Apr 10 05:23 PM Rizik Matthew Director Apr 09 '24 Buy 13.83 133 1,839 694,816 Apr 10 05:23 PM Rizik Matthew Director Apr 05 '24 Buy 13.01 335 4,358 694,683 Apr 05 08:29 PM Rizik Matthew Director Apr 04 '24 Buy 13.24 331 4,382 694,348 Apr 05 08:29 PM Rizik Matthew Director Apr 03 '24 Buy 13.12 333 4,369 694,017 Apr 03 05:56 PM Rizik Matthew Director Apr 02 '24 Buy 13.43 316 4,244 693,684 Apr 03 05:56 PM Rizik Matthew Director Apr 01 '24 Buy 14.13 301 4,253 693,368 Apr 03 05:56 PM Rizik Matthew Director Mar 28 '24 Buy 14.57 301 4,386 693,067 Mar 29 04:23 PM Rizik Matthew Director Mar 26 '24 Buy 13.98 312 4,362 692,766 Mar 27 05:03 PM Rizik Matthew Director Mar 25 '24 Buy 14.13 310 4,380 692,454 Mar 27 05:03 PM Rizik Matthew Director Mar 22 '24 Buy 14.03 309 4,335 692,144 Mar 22 05:14 PM Rizik Matthew Director Mar 20 '24 Buy 12.66 203 2,570 691,835 Mar 20 05:41 PM Rizik Matthew Director Mar 19 '24 Buy 12.17 213 2,592 691,632 Mar 20 05:41 PM Rizik Matthew Director Mar 18 '24 Buy 12.30 356 4,379 691,419 Mar 20 05:41 PM Rizik Matthew Director Mar 15 '24 Buy 12.27 356 4,368 691,063 Mar 15 05:31 PM Rizik Matthew Director Mar 14 '24 Buy 12.39 351 4,349 690,707 Mar 15 05:31 PM Rizik Matthew Director Mar 12 '24 Buy 12.31 355 4,370 690,356 Mar 13 06:54 PM Rizik Matthew Director Mar 11 '24 Buy 12.56 344 4,321 690,001 Mar 13 06:54 PM Rizik Matthew Director Mar 08 '24 Buy 12.64 346 4,373 630,695 Mar 08 05:23 PM Rizik Matthew Director Mar 07 '24 Buy 12.58 323 4,063 630,349 Mar 08 05:23 PM MARINER JONATHAN D Director Aug 24 '23 Sale 10.32 12,500 129,000 55,250 Aug 28 04:06 PM
Index - P/E - EPS (ttm) -0.15 Insider Own 51.09% Shs Outstand 603.13M Perf Week -6.00%
Market Cap 6.64B Forward P/E 26.04 EPS next Y 0.42 Insider Trans -68.16% Shs Float 300.61M Perf Month -8.23%
Income -96.40M PEG - EPS next Q 0.08 Inst Own 38.33% Short Float 1.16% Perf Quarter -1.73%
Sales 888.70M P/S 7.48 EPS this Y 14.67% Inst Trans -2.76% Short Ratio 0.96 Perf Half Y 0.65%
Book/sh 2.90 P/B 3.72 EPS next Y 13.15% ROA -3.03% Short Interest 3.49M Perf Year 17.88%
Cash/sh 0.31 P/C 34.75 EPS next 5Y - ROE -5.00% 52W Range 8.42 - 13.41 Perf YTD -5.09%
Dividend Est. - P/FCF 30.75 EPS past 5Y - ROI -3.67% 52W High -19.39% Beta 0.63
Dividend TTM - Quick Ratio 2.39 Sales past 5Y 11.04% Gross Margin 65.76% 52W Low 28.38% ATR (14) 0.27
Dividend Ex-Date - Current Ratio 2.39 EPS Y/Y TTM -428.30% Oper. Margin 6.67% RSI (14) 32.01 Volatility 3.59% 2.27%
Employees 2925 Debt/Eq 0.48 Sales Y/Y TTM 11.01% Profit Margin -10.85% Recom 1.50 Target Price 14.15
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q -185.29% Payout - Rel Volume 0.64 Prev Close 10.68
Sales Surprise 0.81% EPS Surprise 6.26% Sales Q/Q 10.89% Earnings Apr 30 AMC Avg Volume 3.64M Price 10.81
SMA20 -5.70% SMA50 -7.68% SMA200 -5.18% Trades
Volume 2,326,191 Change 1.22%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-13-23 Resumed Citigroup
Neutral
$13
Dec-12-23 Initiated Morgan Stanley
Equal-Weight
$13
Sep-22-23 Initiated Stifel
Buy
$14
May-23-23 Upgrade Evercore ISI
In-line → Outperform
$13
Apr-25-23 Resumed Jefferies
Buy
$12 → $11
Apr-13-23 Initiated JP Morgan
Overweight
$11
Oct-21-22 Initiated Barclays
Equal Weight
$10
Aug-08-22 Initiated Piper Sandler
Neutral
$11
Jul-13-22 Upgrade Goldman
Neutral → Buy
$10 → $12
Jul-08-22 Initiated Jefferies
Buy
$12
Jun-03-22 Initiated BofA Securities
Buy
$13
Apr-28-22 Initiated Goldman
Neutral
$11
Dec-14-21 Downgrade JP Morgan
Neutral → Underweight
$14 → $12
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CCC Intelligent Solutions Holdings, Inc. is a provider of innovative cloud, mobile, telematics, hyperscale technologies, and applications for the property and casualty ("P&C") insurance economy. It is cloud-based software as a service ("SaaS") platform connects trading partners, facilitates commerce, and supports mission-critical, artificial intelligence enabled digital workflows. The firm platform digitizes workflows and connects companies across the P&C insurance economy, including insurance carriers, collision repairers, parts suppliers, automotive manufacturers, financial institutions, and others. The company founded in 1980 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
RAMAMURTHY GITHESH See Remarks Apr 24 '24 Option Exercise 2.50 57,619 144,048 6,521,459 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 24 '24 Sale 11.52 57,619 663,610 6,463,840 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 23 '24 Option Exercise 2.50 942,084 2,355,210 7,405,924 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 23 '24 Sale 11.52 942,084 10,848,757 6,463,840 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 22 '24 Option Exercise 2.50 297 742 6,464,137 Apr 24 05:56 PM RAMAMURTHY GITHESH See Remarks Apr 22 '24 Sale 11.52 297 3,421 6,463,840 Apr 24 05:56 PM ADVENT INTERNATIONAL, L.P. Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Egan Christopher Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Wei Eric Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Young Lauren Director Apr 09 '24 Sale 11.58 16,649,197 192,714,455 4,777,763 Apr 11 04:01 PM Herb Brian See Remarks Apr 01 '24 Sale 11.83 70,204 830,857 217,872 Apr 03 05:59 PM Fredman Marc SVP, Chief Strategy Officer Apr 01 '24 Sale 11.97 28,804 344,784 183,738 Apr 03 06:01 PM Christo Rodney Chief Accounting Officer Apr 01 '24 Sale 11.97 14,154 169,423 0 Apr 03 06:03 PM Herb Brian See Remarks Mar 26 '24 Sale 11.88 19,742 234,535 288,076 Mar 27 04:35 PM Fredman Marc SVP, Chief Strategy Officer Mar 26 '24 Sale 11.88 9,871 117,267 212,542 Mar 27 04:37 PM Christo Rodney Chief Accounting Officer Mar 26 '24 Sale 11.88 4,606 54,719 14,154 Mar 27 04:32 PM PRIGGE MARY JO See Remarks Mar 25 '24 Option Exercise 0.00 17,722 0 94,676 Mar 27 04:42 PM GOODSON JOHN PAGE See Remarks Mar 25 '24 Option Exercise 0.00 20,676 0 130,280 Mar 27 04:40 PM Fredman Marc SVP, Chief Strategy Officer Mar 25 '24 Option Exercise 0.00 17,722 0 230,264 Mar 27 04:37 PM Herb Brian See Remarks Mar 25 '24 Option Exercise 0.00 35,444 0 323,520 Mar 27 04:35 PM Christo Rodney Chief Accounting Officer Mar 25 '24 Option Exercise 0.00 8,271 0 22,425 Mar 27 04:32 PM RAMAMURTHY GITHESH See Remarks Mar 20 '24 Option Exercise 2.50 1,000,000 2,500,000 7,463,840 Mar 22 05:48 PM RAMAMURTHY GITHESH See Remarks Mar 20 '24 Sale 11.86 1,000,000 11,862,000 6,463,840 Mar 22 05:48 PM Fredman Marc SVP, Chief Strategy Officer Mar 19 '24 Option Exercise 2.50 173,232 433,080 385,774 Mar 20 05:57 PM Fredman Marc SVP, Chief Strategy Officer Mar 19 '24 Sale 11.86 173,232 2,054,046 212,542 Mar 20 05:57 PM Fredman Marc SVP, Chief Strategy Officer Mar 18 '24 Option Exercise 2.50 239,990 599,975 452,532 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 18 '24 Sale 11.84 239,990 2,841,194 212,542 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 15 '24 Option Exercise 2.50 300,894 752,235 513,436 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 15 '24 Sale 11.81 300,894 3,554,732 212,542 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 14 '24 Option Exercise 2.50 307,536 768,840 537,494 Mar 18 05:51 PM Fredman Marc SVP, Chief Strategy Officer Mar 14 '24 Sale 12.15 324,952 3,948,752 212,542 Mar 18 05:51 PM PRIGGE MARY JO See Remarks Mar 12 '24 Option Exercise 2.50 822 2,055 77,776 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 12 '24 Sale 12.50 822 10,276 76,954 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 11 '24 Option Exercise 2.50 82,813 207,032 159,767 Mar 13 06:00 PM PRIGGE MARY JO See Remarks Mar 11 '24 Sale 12.50 82,813 1,035,378 76,954 Mar 13 06:00 PM Christo Rodney Chief Accounting Officer Mar 08 '24 Option Exercise 2.50 30,000 75,000 44,154 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 08 '24 Sale 12.50 30,000 375,000 14,154 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 07 '24 Option Exercise 2.50 30,000 75,000 51,120 Mar 08 05:54 PM Christo Rodney Chief Accounting Officer Mar 07 '24 Sale 11.96 36,966 442,269 14,154 Mar 08 05:54 PM Herb Brian See Remarks Mar 07 '24 Sale 11.81 23,521 277,783 288,076 Mar 08 05:43 PM Herb Brian See Remarks Mar 06 '24 Option Exercise 0.00 42,229 0 330,305 Mar 08 05:43 PM PRIGGE MARY JO See Remarks Mar 06 '24 Option Exercise 0.00 21,115 0 83,141 Mar 08 05:41 PM Silva Michael John See Remarks Mar 06 '24 Option Exercise 0.00 35,191 0 72,363 Mar 08 05:39 PM Christo Rodney Chief Accounting Officer Mar 06 '24 Option Exercise 0.00 9,853 0 24,007 Mar 08 05:54 PM Fredman Marc SVP, Chief Strategy Officer Mar 06 '24 Option Exercise 0.00 24,634 0 237,176 Mar 08 05:47 PM GOODSON JOHN PAGE See Remarks Mar 06 '24 Option Exercise 0.00 31,672 0 119,763 Mar 08 05:45 PM Christo Rodney Chief Accounting Officer Mar 04 '24 Option Exercise 2.50 30,000 75,000 44,154 Mar 05 05:03 PM ADVENT INTERNATIONAL, L.P. Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Young Lauren Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Wei Eric Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Egan Christopher Director Mar 04 '24 Sale 11.33 41,165,139 466,401,025 5,164,022 Mar 06 04:00 PM Christo Rodney Chief Accounting Officer Mar 04 '24 Sale 11.52 30,000 345,600 14,154 Mar 05 05:03 PM Christo Rodney Chief Accounting Officer Mar 01 '24 Option Exercise 0.00 20,667 0 20,667 Mar 05 05:03 PM Fredman Marc SVP, Chief Strategy Officer Mar 01 '24 Option Exercise 0.00 41,334 0 225,072 Mar 05 05:01 PM GOODSON JOHN PAGE See Remarks Mar 01 '24 Option Exercise 0.00 60,279 0 105,839 Mar 05 04:59 PM PRIGGE MARY JO See Remarks Mar 01 '24 Option Exercise 0.00 51,668 0 77,453 Mar 05 04:53 PM Herb Brian See Remarks Mar 01 '24 Option Exercise 0.00 103,335 0 321,207 Mar 05 04:56 PM RAMAMURTHY GITHESH See Remarks Mar 01 '24 Option Exercise 0.00 5,706,720 0 8,979,037 Mar 05 04:51 PM Egan Christopher Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:07 PM Young Lauren Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM ADVENT INTERNATIONAL, L.P. Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM Wei Eric Director Jan 08 '24 Sale 10.47 22,000,000 230,340,000 6,119,048 Jan 10 04:08 PM Wei Eric Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM Young Lauren Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM ADVENT INTERNATIONAL, L.P. Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:03 PM Egan Christopher Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:07 PM ADVENT INTERNATIONAL, L.P. Director Nov 13 '23 Sale 10.11 69,875,000 706,177,712 0 Nov 15 04:05 PM Silva Michael John See Remarks Oct 19 '23 Option Exercise 12.47 58,134 724,931 58,134 Oct 20 05:52 PM INGRAM WILLIAM Director Jul 31 '23 Option Exercise 11.02 27,528 303,359 27,528 Aug 02 05:45 PM Schloss Eileen Director Jul 31 '23 Option Exercise 11.02 27,528 303,359 127,453 Aug 02 05:42 PM Williams Teri Director Jul 31 '23 Option Exercise 11.02 25,026 275,787 50,026 Aug 02 05:40 PM RAMAMURTHY GITHESH See Remarks Jul 31 '23 Option Exercise 0.00 600,000 0 3,524,506 Aug 02 05:43 PM PRIGGE MARY JO See Remarks Jul 31 '23 Option Exercise 0.00 18,750 0 31,279 Aug 02 05:44 PM Christo Rodney Chief Accounting Officer Jul 31 '23 Option Exercise 0.00 7,500 0 7,500 Aug 02 05:48 PM Fredman Marc SVP, Chief Strategy Officer Jul 31 '23 Option Exercise 0.00 15,000 0 188,133 Aug 02 05:48 PM GOODSON JOHN PAGE See Remarks Jul 31 '23 Option Exercise 0.00 21,875 0 51,948 Aug 02 05:47 PM Herb Brian See Remarks Jul 31 '23 Option Exercise 0.00 37,500 0 229,620 Aug 02 05:46 PM Christo Rodney Chief Accounting Officer Jun 05 '23 Option Exercise 2.92 12,500 36,500 12,500 Jun 07 06:59 PM Christo Rodney Chief Accounting Officer Jun 05 '23 Sale 11.27 12,500 140,878 0 Jun 07 06:59 PM Christo Rodney Chief Accounting Officer Jun 01 '23 Option Exercise 2.92 11,495 33,565 11,495 Jun 02 04:18 PM Herb Brian See Remarks Jun 01 '23 Sale 11.08 97,459 1,079,719 192,120 Jun 02 04:20 PM Christo Rodney Chief Accounting Officer Jun 01 '23 Sale 11.08 11,495 127,332 0 Jun 02 04:18 PM Christo Rodney Chief Accounting Officer May 31 '23 Option Exercise 2.92 1,005 2,935 1,005 Jun 02 04:18 PM Herb Brian See Remarks May 31 '23 Sale 11.01 2,541 27,967 289,579 May 31 06:20 PM Christo Rodney Chief Accounting Officer May 31 '23 Sale 11.00 1,005 11,059 0 Jun 02 04:18 PM Herb Brian See Remarks May 30 '23 Sale 10.77 59,240 637,979 292,120 May 31 06:20 PM Schloss Eileen Director May 26 '23 Option Exercise 4.05 119,191 482,724 146,691 May 30 06:14 PM Schloss Eileen Director May 26 '23 Sale 10.32 46,766 482,803 99,925 May 30 06:14 PM Herb Brian See Remarks May 26 '23 Sale 10.51 38,439 403,809 351,360 May 31 06:20 PM Fredman Marc SVP, Chief Strategy Officer May 24 '23 Sale 10.17 3,038 30,885 173,133 May 24 08:17 PM Fredman Marc SVP, Chief Strategy Officer May 23 '23 Sale 10.17 199,605 2,030,322 176,171 May 24 08:17 PM Herb Brian See Remarks May 23 '23 Sale 10.50 2,321 24,376 389,799 May 25 06:01 PM Fredman Marc SVP, Chief Strategy Officer May 22 '23 Sale 10.00 21,962 219,655 375,776 May 24 08:17 PM
Index NDX P/E - EPS (ttm) -0.63 Insider Own 39.85% Shs Outstand 258.38M Perf Week 2.27%
Market Cap 47.42B Forward P/E 57.26 EPS next Y 3.20 Insider Trans -2.01% Shs Float 155.41M Perf Month -4.58%
Income -162.55M PEG - EPS next Q 0.59 Inst Own 54.03% Short Float 2.83% Perf Quarter -15.58%
Sales 4.17B P/S 11.38 EPS this Y 48.84% Inst Trans -4.54% Short Ratio 2.52 Perf Half Y 3.19%
Book/sh 4.35 P/B 42.15 EPS next Y 12.15% ROA -3.65% Short Interest 4.40M Perf Year 26.44%
Cash/sh 8.18 P/C 22.45 EPS next 5Y 35.90% ROE -18.94% 52W Range 128.02 - 258.69 Perf YTD -22.85%
Dividend Est. - P/FCF 36.38 EPS past 5Y -31.08% ROI -7.12% 52W High -29.06% Beta 0.75
Dividend TTM - Quick Ratio 1.18 Sales past 5Y 32.09% Gross Margin 81.61% 52W Low 43.35% ATR (14) 8.46
Dividend Ex-Date - Current Ratio 1.18 EPS Y/Y TTM 69.75% Oper. Margin -1.78% RSI (14) 42.73 Volatility 4.61% 3.99%
Employees 10726 Debt/Eq 1.10 Sales Y/Y TTM 24.16% Profit Margin -3.90% Recom 2.00 Target Price 234.10
Option/Short Yes / Yes LT Debt/Eq 1.01 EPS Q/Q 105.98% Payout - Rel Volume 0.86 Prev Close 183.55
Sales Surprise 8.33% EPS Surprise 43.64% Sales Q/Q 29.90% Earnings Apr 25 AMC Avg Volume 1.75M Price 183.52
SMA20 -5.09% SMA50 -7.25% SMA200 -9.04% Trades
Volume 1,501,703 Change -0.02%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Upgrade Barclays
Equal Weight → Overweight
$275
Mar-19-24 Initiated KeyBanc Capital Markets
Sector Weight
Dec-18-23 Initiated CapitalOne
Equal Weight
$238
Dec-01-23 Initiated Scotiabank
Sector Perform
$185
Oct-02-23 Initiated UBS
Neutral
$225
Jun-29-23 Initiated Berenberg
Hold
$150
May-05-23 Downgrade Goldman
Buy → Neutral
$240 → $165
Jan-05-23 Upgrade Jefferies
Hold → Buy
$150
Dec-15-22 Initiated Barclays
Equal Weight
$155
Nov-04-22 Downgrade Piper Sandler
Overweight → Neutral
$283 → $148
Nov-04-22 Downgrade Macquarie
Outperform → Neutral
$287 → $147
Jul-20-22 Initiated Bernstein
Outperform
$257
Jun-27-22 Upgrade Goldman
Neutral → Buy
$279 → $300
Jan-25-22 Resumed Citigroup
Buy
$490 → $430
Dec-22-21 Resumed KeyBanc Capital Markets
Overweight
$442
Dec-16-21 Initiated Goldman
Neutral
$375
Oct-29-21 Reiterated Wolfe Research
Outperform
$400 → $500
Oct-29-21 Reiterated Wells Fargo
Overweight
$475 → $500
Oct-29-21 Reiterated Truist
Hold
$400 → $500
Oct-29-21 Reiterated Piper Sandler
Overweight
$308 → $472
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Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its software helps teams organize, discuss, and complete shared work. Its products include Jira Software, Confluence, Jira Service Management, and Trello. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cannon-Brookes Michael Co-CEO, Co-Founder May 02 '24 Sale 183.07 8,241 1,508,694 317,004 May 03 04:51 PM Farquhar Scott Co-CEO, Co-Founder May 02 '24 Sale 183.07 8,241 1,508,690 317,004 May 03 04:50 PM Cannon-Brookes Michael Co-CEO, Co-Founder May 01 '24 Sale 172.99 8,241 1,425,625 325,245 May 02 06:47 PM Farquhar Scott Co-CEO, Co-Founder May 01 '24 Sale 172.99 8,241 1,425,619 325,245 May 02 06:47 PM Farquhar Scott Co-CEO, Co-Founder Apr 30 '24 Sale 173.02 8,241 1,425,898 333,486 May 01 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 30 '24 Sale 173.02 8,241 1,425,898 333,486 May 01 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 29 '24 Sale 177.14 8,241 1,459,831 341,727 Apr 30 04:07 PM Farquhar Scott Co-CEO, Co-Founder Apr 29 '24 Sale 177.14 8,241 1,459,830 341,727 Apr 30 04:07 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 26 '24 Sale 178.95 8,241 1,474,692 349,968 Apr 29 04:58 PM Farquhar Scott Co-CEO, Co-Founder Apr 26 '24 Sale 178.95 8,241 1,474,686 349,968 Apr 29 04:58 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 25 '24 Sale 197.53 8,241 1,627,835 358,209 Apr 26 05:59 PM Farquhar Scott Co-CEO, Co-Founder Apr 25 '24 Sale 197.53 8,241 1,627,835 358,209 Apr 26 05:59 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 24 '24 Sale 199.71 8,241 1,645,777 366,450 Apr 25 05:06 PM Farquhar Scott Co-CEO, Co-Founder Apr 24 '24 Sale 199.71 8,241 1,645,776 366,450 Apr 25 05:20 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 23 '24 Sale 199.61 8,241 1,645,001 374,691 Apr 24 05:54 PM Farquhar Scott Co-CEO, Co-Founder Apr 23 '24 Sale 199.61 8,241 1,645,001 374,691 Apr 24 05:54 PM BHARADWAJ ANUTTHARA President Apr 23 '24 Sale 200.00 760 152,000 161,850 Apr 24 05:55 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 22 '24 Sale 193.35 8,241 1,593,392 382,932 Apr 23 06:43 PM Farquhar Scott Co-CEO, Co-Founder Apr 22 '24 Sale 193.35 8,241 1,593,387 382,932 Apr 23 06:44 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 19 '24 Sale 191.53 8,241 1,578,403 391,173 Apr 22 05:26 PM Farquhar Scott Co-CEO, Co-Founder Apr 19 '24 Sale 191.53 8,241 1,578,401 391,173 Apr 22 05:25 PM BHARADWAJ ANUTTHARA President Apr 19 '24 Sale 193.63 760 147,159 162,610 Apr 22 05:26 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 18 '24 Sale 195.97 8,241 1,615,006 399,414 Apr 19 04:20 PM Farquhar Scott Co-CEO, Co-Founder Apr 18 '24 Sale 195.97 8,241 1,615,003 399,414 Apr 19 04:20 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 17 '24 Sale 196.26 8,241 1,617,373 407,655 Apr 18 04:58 PM Farquhar Scott Co-CEO, Co-Founder Apr 17 '24 Sale 196.26 8,241 1,617,372 407,655 Apr 18 04:58 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 16 '24 Sale 194.37 8,241 1,601,833 415,896 Apr 17 05:05 PM Farquhar Scott Co-CEO, Co-Founder Apr 16 '24 Sale 194.37 8,241 1,601,832 415,896 Apr 17 05:05 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 15 '24 Sale 197.46 8,241 1,627,275 424,137 Apr 16 05:36 PM Farquhar Scott Co-CEO, Co-Founder Apr 15 '24 Sale 197.46 8,241 1,627,271 424,137 Apr 16 05:26 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 12 '24 Sale 207.36 8,241 1,708,879 432,378 Apr 15 05:07 PM Farquhar Scott Co-CEO, Co-Founder Apr 12 '24 Sale 207.36 8,241 1,708,878 432,378 Apr 15 05:08 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 11 '24 Sale 213.26 8,241 1,757,508 440,619 Apr 12 04:11 PM Farquhar Scott Co-CEO, Co-Founder Apr 11 '24 Sale 213.26 8,241 1,757,506 440,619 Apr 12 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 10 '24 Sale 201.81 8,241 1,663,131 448,860 Apr 11 04:15 PM Farquhar Scott Co-CEO, Co-Founder Apr 10 '24 Sale 201.81 8,241 1,663,128 448,860 Apr 11 04:14 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 09 '24 Sale 203.83 8,241 1,679,760 457,101 Apr 10 04:42 PM Farquhar Scott Co-CEO, Co-Founder Apr 09 '24 Sale 203.83 8,241 1,679,759 457,101 Apr 10 04:41 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 08 '24 Sale 197.71 8,241 1,629,336 465,342 Apr 09 06:39 PM Farquhar Scott Co-CEO, Co-Founder Apr 08 '24 Sale 197.71 8,241 1,629,335 465,342 Apr 09 06:39 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 05 '24 Sale 196.25 8,241 1,617,280 473,583 Apr 08 04:39 PM Farquhar Scott Co-CEO, Co-Founder Apr 05 '24 Sale 196.25 8,241 1,617,276 473,583 Apr 08 04:38 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 04 '24 Sale 195.93 8,241 1,614,692 481,824 Apr 05 04:56 PM Farquhar Scott Co-CEO, Co-Founder Apr 04 '24 Sale 195.93 8,241 1,614,690 481,824 Apr 05 04:56 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 03 '24 Sale 195.98 8,241 1,615,066 490,065 Apr 04 06:46 PM Farquhar Scott Co-CEO, Co-Founder Apr 03 '24 Sale 195.98 8,241 1,615,066 490,065 Apr 04 06:46 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 02 '24 Sale 194.93 8,241 1,606,454 498,306 Apr 03 05:55 PM Farquhar Scott Co-CEO, Co-Founder Apr 02 '24 Sale 194.93 8,241 1,606,453 498,306 Apr 03 05:55 PM Cannon-Brookes Michael Co-CEO, Co-Founder Apr 01 '24 Sale 193.55 8,241 1,595,062 506,547 Apr 02 05:53 PM Farquhar Scott Co-CEO, Co-Founder Apr 01 '24 Sale 193.55 8,241 1,595,061 506,547 Apr 02 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 28 '24 Sale 194.67 8,241 1,604,287 0 Mar 28 05:53 PM Farquhar Scott Co-CEO, Co-Founder Mar 28 '24 Sale 194.67 8,241 1,604,286 0 Mar 28 05:55 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 27 '24 Sale 192.11 8,241 1,583,138 8,241 Mar 28 05:52 PM Farquhar Scott Co-CEO, Co-Founder Mar 27 '24 Sale 192.10 8,241 1,583,137 8,241 Mar 28 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 26 '24 Sale 193.29 8,241 1,592,869 16,482 Mar 27 05:45 PM Farquhar Scott Co-CEO, Co-Founder Mar 26 '24 Sale 193.29 8,241 1,592,867 16,482 Mar 27 05:45 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 25 '24 Sale 192.21 8,241 1,584,010 24,723 Mar 25 06:16 PM Farquhar Scott Co-CEO, Co-Founder Mar 25 '24 Sale 192.21 8,241 1,584,009 24,723 Mar 25 06:16 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 22 '24 Sale 192.73 8,241 1,588,327 32,964 Mar 22 07:07 PM Farquhar Scott Co-CEO, Co-Founder Mar 22 '24 Sale 192.73 8,241 1,588,327 32,964 Mar 22 07:07 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 21 '24 Sale 198.47 8,241 1,635,632 41,205 Mar 22 04:09 PM Farquhar Scott Co-CEO, Co-Founder Mar 21 '24 Sale 198.47 8,241 1,635,631 41,205 Mar 22 04:09 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 20 '24 Sale 195.12 8,241 1,607,999 49,446 Mar 21 05:11 PM Farquhar Scott Co-CEO, Co-Founder Mar 20 '24 Sale 195.12 8,241 1,607,997 49,446 Mar 21 05:10 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 19 '24 Sale 195.49 8,241 1,611,050 57,687 Mar 20 05:50 PM Farquhar Scott Co-CEO, Co-Founder Mar 19 '24 Sale 195.49 8,241 1,611,049 57,687 Mar 20 05:50 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 18 '24 Sale 197.25 8,241 1,625,502 65,928 Mar 19 04:13 PM Farquhar Scott Co-CEO, Co-Founder Mar 18 '24 Sale 197.25 8,241 1,625,501 65,928 Mar 19 04:13 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 15 '24 Sale 197.83 8,241 1,630,348 74,169 Mar 18 04:08 PM Farquhar Scott Co-CEO, Co-Founder Mar 15 '24 Sale 197.83 8,241 1,630,344 74,169 Mar 18 04:08 PM BHARADWAJ ANUTTHARA President Mar 15 '24 Sale 201.05 1,520 305,596 163,370 Mar 18 04:09 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 14 '24 Sale 202.47 8,241 1,668,573 82,410 Mar 15 04:21 PM Farquhar Scott Co-CEO, Co-Founder Mar 14 '24 Sale 202.47 8,241 1,668,572 82,410 Mar 15 04:21 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 13 '24 Sale 210.65 8,241 1,735,997 90,651 Mar 14 04:12 PM Farquhar Scott Co-CEO, Co-Founder Mar 13 '24 Sale 210.65 8,241 1,735,996 90,651 Mar 14 04:11 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 12 '24 Sale 216.34 8,241 1,782,863 98,892 Mar 13 05:07 PM Farquhar Scott Co-CEO, Co-Founder Mar 12 '24 Sale 216.34 8,241 1,782,862 98,892 Mar 13 05:07 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 11 '24 Sale 214.32 8,241 1,766,208 107,133 Mar 12 05:01 PM Farquhar Scott Co-CEO, Co-Founder Mar 11 '24 Sale 214.32 8,241 1,766,207 107,133 Mar 12 05:01 PM LIU GENE Chief Accounting Officer Mar 11 '24 Sale 215.00 582 125,130 45,865 Mar 12 05:01 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 08 '24 Sale 208.46 8,241 1,717,897 115,374 Mar 11 05:21 PM Farquhar Scott Co-CEO, Co-Founder Mar 08 '24 Sale 208.46 8,241 1,717,897 115,374 Mar 11 05:20 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 07 '24 Sale 200.73 8,241 1,654,223 123,615 Mar 08 05:15 PM Farquhar Scott Co-CEO, Co-Founder Mar 07 '24 Sale 200.73 8,241 1,654,220 123,615 Mar 08 05:15 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 06 '24 Sale 197.02 8,241 1,623,638 131,856 Mar 07 05:14 PM Farquhar Scott Co-CEO, Co-Founder Mar 06 '24 Sale 197.02 8,241 1,623,636 131,856 Mar 07 05:13 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 05 '24 Sale 196.31 8,241 1,617,778 140,097 Mar 06 06:01 PM Farquhar Scott Co-CEO, Co-Founder Mar 05 '24 Sale 196.31 8,241 1,617,772 140,097 Mar 06 05:58 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 04 '24 Sale 206.58 8,241 1,702,461 148,338 Mar 05 05:54 PM Farquhar Scott Co-CEO, Co-Founder Mar 04 '24 Sale 206.58 8,241 1,702,459 148,338 Mar 05 05:53 PM Cannon-Brookes Michael Co-CEO, Co-Founder Mar 01 '24 Sale 207.85 8,241 1,712,903 156,579 Mar 04 05:32 PM Farquhar Scott Co-CEO, Co-Founder Mar 01 '24 Sale 207.85 8,241 1,712,900 156,579 Mar 04 05:42 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 29 '24 Sale 207.35 8,241 1,708,757 164,820 Mar 01 04:28 PM Farquhar Scott Co-CEO, Co-Founder Feb 29 '24 Sale 207.35 8,241 1,708,757 164,820 Mar 01 04:28 PM LIU GENE Chief Accounting Officer Feb 29 '24 Sale 205.66 332 68,279 46,447 Mar 01 04:29 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 28 '24 Sale 206.42 8,241 1,701,108 173,061 Feb 29 05:30 PM Farquhar Scott Co-CEO, Co-Founder Feb 28 '24 Sale 206.42 8,241 1,701,104 173,061 Feb 29 05:20 PM Farquhar Scott Co-CEO, Co-Founder Feb 27 '24 Sale 206.07 8,241 1,698,253 181,302 Feb 28 05:05 PM Cannon-Brookes Michael Co-CEO, Co-Founder Feb 26 '24 Sale 204.79 8,241 1,687,667 189,543 Feb 27 06:26 PM Farquhar Scott Co-CEO, Co-Founder Feb 26 '24 Sale 204.79 8,241 1,687,666 189,543 Feb 27 06:27 PM
Index RUT P/E 8.54 EPS (ttm) 6.72 Insider Own 1.66% Shs Outstand 74.35M Perf Week -5.47%
Market Cap 4.24B Forward P/E 7.55 EPS next Y 7.60 Insider Trans -0.27% Shs Float 72.57M Perf Month -8.54%
Income 519.19M PEG 0.61 EPS next Q 1.24 Inst Own 105.22% Short Float 6.00% Perf Quarter -10.98%
Sales 6.16B P/S 0.69 EPS this Y -2.22% Inst Trans -3.20% Short Ratio 3.07 Perf Half Y 28.76%
Book/sh 26.29 P/B 2.18 EPS next Y 11.74% ROA 11.13% Short Interest 4.35M Perf Year -7.48%
Cash/sh 4.72 P/C 12.17 EPS next 5Y 14.00% ROE 28.98% 52W Range 42.83 - 75.73 Perf YTD -13.03%
Dividend Est. 0.41 (0.72%) P/FCF 12.91 EPS past 5Y 95.10% ROI 14.71% 52W High -24.20% Beta 1.41
Dividend TTM 0.38 (0.66%) Quick Ratio 0.51 Sales past 5Y 5.71% Gross Margin 32.47% 52W Low 34.03% ATR (14) 1.92
Dividend Ex-Date Mar 25, 2024 Current Ratio 1.87 EPS Y/Y TTM -10.46% Oper. Margin 11.01% RSI (14) 37.90 Volatility 2.96% 2.85%
Employees 22000 Debt/Eq 0.87 Sales Y/Y TTM -3.69% Profit Margin 8.43% Recom 1.40 Target Price 76.91
Option/Short Yes / Yes LT Debt/Eq 0.81 EPS Q/Q 12.34% Payout 5.37% Rel Volume 0.71 Prev Close 57.75
Sales Surprise -0.21% EPS Surprise -3.43% Sales Q/Q 2.77% Earnings Mar 21 BMO Avg Volume 1.42M Price 57.40
SMA20 -3.15% SMA50 -12.18% SMA200 -0.22% Trades
Volume 1,001,506 Change -0.61%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-12-24 Initiated Jefferies
Buy
$85
Mar-22-24 Reiterated Telsey Advisory Group
Outperform
$83 → $75
Mar-15-24 Reiterated Telsey Advisory Group
Outperform
$70 → $83
Nov-17-23 Initiated Truist
Buy
$57
Aug-28-23 Downgrade Gordon Haskett
Accumulate → Hold
$56 → $52
Aug-14-23 Initiated Telsey Advisory Group
Outperform
$72
Jun-29-23 Initiated B. Riley Securities
Buy
$63
Jun-23-23 Resumed Wells Fargo
Overweight
$68
Apr-28-23 Initiated Gordon Haskett
Accumulate
$73
Mar-22-23 Initiated Robert W. Baird
Outperform
$80
Mar-14-23 Initiated Jefferies
Buy
$73
Feb-16-23 Initiated Cowen
Outperform
$72
Sep-09-22 Initiated Loop Capital
Buy
$60
Aug-15-22 Initiated Morgan Stanley
Equal-Weight
$50
May-11-22 Initiated Truist
Buy
$53
Dec-14-21 Upgrade Goldman
Neutral → Buy
$47 → $58
Dec-14-21 Initiated Oppenheimer
Outperform
Oct-26-21 Initiated Wedbush
Outperform
$54
Oct-19-21 Initiated Oppenheimer
Outperform
$50
Sep-10-21 Reiterated UBS
Buy
$48 → $52
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Jan-02-24 05:30AM
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08:06AM
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09:05AM
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(Thomson Reuters StreetEvents)
Aug-31-23 07:00PM
Academy Sports & Outdoors, Inc. owns and operates sporting goods and outdoor recreation retail stores. It offers hunting, fishing, and camping equipment and gear, sports and leisure products, footwear, and apparel. The company organizes its merchandise in four divisions: Outdoors, Sports and Recreation, Apparel and Footwear. The company was founded in 1938 by Max Gochman and is headquartered in Katy, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Tweedy Jeffrey C. Director Apr 23 '24 Sale 60.00 1,200 72,000 7,870 Apr 24 05:50 PM Tweedy Jeffrey C. Director Jan 02 '24 Sale 64.81 1,065 69,023 9,070 Jan 03 09:03 AM Tweedy Jeffrey C. Director Nov 15 '23 Sale 50.00 1,065 53,250 10,135 Nov 16 04:52 PM Mullican Michael P. President Oct 12 '23 Option Exercise 20.82 78,178 1,627,879 160,182 Oct 13 04:08 PM Tweedy Jeffrey C. Director Sep 28 '23 Sale 46.66 700 32,662 11,200 Sep 29 04:07 PM Johnson Samuel J EVP, Retail Operations Sep 12 '23 Option Exercise 26.30 27,530 724,120 110,834 Sep 13 04:42 PM Johnson Samuel J EVP, Retail Operations Sep 12 '23 Sale 50.03 40,531 2,027,766 70,303 Sep 13 04:42 PM Tweedy Jeffrey C. Director Sep 12 '23 Sale 49.44 300 14,832 11,900 Sep 13 04:40 PM Davis Heather A. SVP-Accounting Treasury Tax Sep 06 '23 Option Exercise 24.30 15,542 377,646 15,907 Sep 07 04:16 PM Davis Heather A. SVP-Accounting Treasury Tax Sep 06 '23 Sale 51.33 15,907 816,506 15,907 Sep 07 04:16 PM Tweedy Jeffrey C. Director Jun 16 '23 Sale 49.23 1,065 52,430 12,200 Jun 20 08:46 AM Johnson Samuel J EVP, Retail Operations Jun 12 '23 Sale 50.76 60,000 3,045,600 76,124 Jun 14 08:07 AM Mullican Michael P. President Jun 09 '23 Option Exercise 0.00 65,794 0 175,098 Jun 13 08:02 AM Mullican Michael P. President Jun 09 '23 Sale 50.34 65,794 3,312,135 109,304 Jun 13 08:02 AM
Index RUT P/E - EPS (ttm) -1.10 Insider Own 25.90% Shs Outstand 26.79M Perf Week 12.65%
Market Cap 102.91M Forward P/E - EPS next Y -1.18 Insider Trans -3.89% Shs Float 19.91M Perf Month -19.03%
Income -28.30M PEG - EPS next Q -0.22 Inst Own 21.92% Short Float 10.22% Perf Quarter -60.92%
Sales 0.17M P/S 605.37 EPS this Y 24.78% Inst Trans - Short Ratio 14.31 Perf Half Y -75.77%
Book/sh 0.73 P/B 5.27 EPS next Y -35.24% ROA -169.32% Short Interest 2.03M Perf Year -84.46%
Cash/sh 0.86 P/C 4.44 EPS next 5Y - ROE - 52W Range 3.06 - 40.98 Perf YTD -72.66%
Dividend Est. - P/FCF - EPS past 5Y -23.84% ROI -132.61% 52W High -90.65% Beta -1.27
Dividend TTM - Quick Ratio 3.69 Sales past 5Y -24.62% Gross Margin -498.82% 52W Low 25.16% ATR (14) 0.43
Dividend Ex-Date - Current Ratio 3.69 EPS Y/Y TTM -412.24% Oper. Margin -14214.71% RSI (14) 43.44 Volatility 10.16% 10.99%
Employees 23 Debt/Eq 0.13 Sales Y/Y TTM -98.46% Profit Margin -16645.29% Recom 1.00 Target Price 26.00
Option/Short No / Yes LT Debt/Eq 0.10 EPS Q/Q -77.51% Payout - Rel Volume 0.87 Prev Close 3.48
Sales Surprise - EPS Surprise -33.33% Sales Q/Q -100.00% Earnings Apr 01 BMO Avg Volume 142.20K Price 3.83
SMA20 0.90% SMA50 -28.39% SMA200 -73.49% Trades
Volume 124,388 Change 10.06%
Date
Action
Analyst
Rating Change
Price Target Change
Nov-27-23 Initiated H.C. Wainwright
Buy
$35
Sep-12-23 Initiated Maxim Group
Buy
$40
Feb-15-23 Initiated The Benchmark Company
Speculative Buy
$10
Apr-26-24 09:35AM
Apr-23-24 09:35AM
Apr-05-24 09:35AM
Apr-04-24 12:00PM
Apr-02-24 07:52AM
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Jan-25-23 09:00PM
Genelux Corp. manufactures and markets drugs and virus strains solutions. It provides drug research, development, and clinical trial services for the healthcare industry. The company was founded by Aladar Szalay in 2001 and is headquartered in Westlake Village, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Szalay Aladar 10% Owner May 01 '24 Sale 3.30 33,061 109,161 1,195,731 May 01 06:16 PM Szalay Aladar 10% Owner Apr 30 '24 Sale 3.12 20,535 63,981 1,228,792 May 01 06:16 PM Szalay Aladar 10% Owner Apr 29 '24 Sale 3.25 6,403 20,792 1,249,327 May 01 06:16 PM Szalay Aladar 10% Owner Apr 24 '24 Sale 3.50 8,064 28,251 1,255,730 Apr 24 05:50 PM Szalay Aladar 10% Owner Apr 23 '24 Sale 3.49 22,000 76,800 1,263,794 Apr 24 05:50 PM Szalay Aladar 10% Owner Apr 22 '24 Sale 3.53 14,331 50,597 1,285,794 Apr 24 05:50 PM Szalay Aladar 10% Owner Apr 17 '24 Sale 3.71 22,737 84,425 1,300,125 Apr 18 05:00 PM Szalay Aladar 10% Owner Apr 16 '24 Sale 3.53 48,683 171,802 1,322,862 Apr 18 05:00 PM Yu Yong VP, Clinical Trial Operations Dec 15 '23 Sale 13.16 32,535 428,180 0 Dec 18 04:15 PM Thomas John Director Dec 13 '23 Sale 13.38 9,000 120,387 463,460 Dec 14 08:58 PM Tyree James L Director Dec 13 '23 Sale 13.22 9,000 118,969 3,460 Dec 14 08:59 PM Yu Yong VP, Clinical Trial Operations Dec 07 '23 Sale 11.85 36,800 435,995 32,535 Dec 08 05:57 PM Yu Yong VP, Clinical Trial Operations Nov 21 '23 Sale 10.26 18,665 191,555 69,335 Nov 22 04:15 PM Szalay Aladar 10% Owner Oct 25 '23 Sale 19.40 5,704 110,638 1,371,545 Oct 26 05:07 PM Yu Yong VP, Clinical Trial Operations Oct 24 '23 Option Exercise 6.00 5,200 31,200 111,335 Oct 25 04:15 PM Yu Yong VP, Clinical Trial Operations Oct 24 '23 Sale 19.11 5,200 99,351 106,135 Oct 25 04:15 PM Szalay Aladar 10% Owner Oct 23 '23 Sale 19.97 49,987 998,365 1,377,249 Oct 25 04:51 PM Thomas John Director Oct 16 '23 Sale 20.71 3,333 69,038 472,460 Oct 16 06:39 PM Yu Yong VP, Clinical Trial Operations Oct 10 '23 Option Exercise 6.00 5,200 31,200 111,335 Oct 11 04:10 PM Yu Yong VP, Clinical Trial Operations Oct 10 '23 Sale 22.01 5,200 114,462 106,135 Oct 11 04:10 PM Szalay Aladar 10% Owner Oct 05 '23 Sale 24.93 14,251 355,229 1,427,236 Oct 10 04:49 PM Szalay Aladar 10% Owner Oct 03 '23 Sale 25.49 75,690 1,929,225 1,441,487 Oct 04 06:43 PM Szalay Aladar 10% Owner Sep 28 '23 Sale 24.12 2,289 55,211 1,517,177 Sep 29 04:34 PM Szalay Aladar 10% Owner Sep 27 '23 Sale 24.47 11,257 275,459 1,519,466 Sep 29 04:34 PM Yu Yong VP, Clinical Trial Operations Sep 26 '23 Option Exercise 6.00 5,200 31,200 111,335 Sep 27 04:10 PM Szalay Aladar 10% Owner Sep 26 '23 Sale 23.79 29,805 709,177 1,530,723 Sep 27 04:33 PM Yu Yong VP, Clinical Trial Operations Sep 26 '23 Sale 23.56 5,200 122,528 106,135 Sep 27 04:10 PM Szalay Aladar 10% Owner Sep 25 '23 Sale 25.77 12,458 321,004 1,560,528 Sep 27 04:33 PM Szalay Aladar 10% Owner Sep 22 '23 Sale 27.33 9,042 247,123 1,572,986 Sep 25 06:30 PM Szalay Aladar 10% Owner Sep 21 '23 Sale 28.46 7,549 214,878 1,582,028 Sep 25 06:30 PM Ryder Sean General Counsel Sep 20 '23 Option Exercise 6.00 10,000 60,000 10,572 Sep 21 04:30 PM Yu Yong VP, Clinical Trial Operations Sep 20 '23 Option Exercise 6.00 6,000 36,000 112,135 Sep 21 04:35 PM Ryder Sean General Counsel Sep 20 '23 Sale 30.00 10,000 300,000 572 Sep 21 04:30 PM Yu Yong VP, Clinical Trial Operations Sep 20 '23 Sale 27.96 6,000 167,786 106,135 Sep 21 04:35 PM Szalay Aladar 10% Owner Sep 19 '23 Sale 26.45 32,167 850,942 0 Sep 20 04:48 PM Szalay Aladar 10% Owner Sep 18 '23 Sale 23.29 30,292 705,649 5,000 Sep 20 04:48 PM Thomas John Director Sep 18 '23 Sale 24.99 3,334 83,317 475,793 Sep 18 08:12 PM Yu Yong VP, Clinical Trial Operations Sep 15 '23 Option Exercise 6.00 10,400 62,400 116,535 Sep 18 08:13 PM Yu Yong VP, Clinical Trial Operations Sep 15 '23 Sale 21.89 10,400 227,630 106,135 Sep 18 08:13 PM Thomas John Director Sep 15 '23 Sale 21.90 3,333 72,996 479,127 Sep 18 08:12 PM Szalay Aladar 10% Owner Sep 14 '23 Sale 22.07 25,276 557,806 35,292 Sep 15 04:19 PM Yu Yong VP, Clinical Trial Operations Sep 13 '23 Sale 21.14 29,800 629,927 106,135 Sep 15 08:06 PM Szalay Aladar 10% Owner Sep 13 '23 Sale 21.44 19,032 408,093 60,568 Sep 15 04:19 PM Smither John W Director Sep 13 '23 Sale 20.78 900 18,702 6,920 Sep 14 08:18 PM Szalay Aladar 10% Owner Sep 12 '23 Sale 22.26 20,265 451,167 79,600 Sep 13 07:04 PM Szalay Aladar 10% Owner Sep 11 '23 Sale 22.22 32,351 718,702 99,865 Sep 13 07:04 PM Szalay Aladar 10% Owner Sep 08 '23 Sale 23.17 24,831 575,332 132,216 Sep 11 07:05 PM Szalay Aladar 10% Owner Sep 07 '23 Sale 24.37 12,446 303,268 157,047 Sep 11 07:05 PM Yu Yong VP, Clinical Trial Operations Aug 30 '23 Sale 24.70 19,800 489,060 135,935 Aug 30 07:22 PM Zindrick Thomas President and CEO Aug 18 '23 Sale 23.73 8,349 198,122 14,651 Aug 22 04:13 PM Yu Yong VP, Clinical Trial Operations Aug 18 '23 Sale 23.73 3,265 77,478 155,735 Aug 22 04:14 PM Cappello Joseph VP, Pharmaceutical Development Aug 18 '23 Sale 23.73 3,265 77,478 5,735 Aug 22 04:15 PM Samuelson Doug Chief Financial Officer Aug 18 '23 Sale 23.73 1,297 30,778 2,303 Aug 22 04:17 PM Smalling Ralph Head of Regulatory Aug 18 '23 Sale 23.73 935 22,188 2,065 Aug 22 04:18 PM Jewett Caroline Head of Quality Aug 18 '23 Sale 23.73 515 12,221 1,135 Aug 22 04:18 PM Ryder Sean General Counsel Aug 18 '23 Sale 23.73 328 7,783 572 Aug 22 04:16 PM
Index RUT P/E 13.27 EPS (ttm) 1.91 Insider Own 11.46% Shs Outstand 8.11M Perf Week 4.06%
Market Cap 205.67M Forward P/E - EPS next Y - Insider Trans 0.12% Shs Float 7.18M Perf Month 2.42%
Income 15.41M PEG - EPS next Q - Inst Own 28.23% Short Float 1.22% Perf Quarter -10.99%
Sales 108.89M P/S 1.89 EPS this Y - Inst Trans 0.43% Short Ratio 7.72 Perf Half Y -3.57%
Book/sh 22.34 P/B 1.13 EPS next Y - ROA 0.71% Short Interest 0.09M Perf Year -6.56%
Cash/sh - P/C - EPS next 5Y - ROE 8.62% 52W Range 23.50 - 34.50 Perf YTD -22.94%
Dividend Est. - P/FCF 7.25 EPS past 5Y -0.91% ROI 4.64% 52W High -26.49% Beta 0.65
Dividend TTM 1.18 (4.65%) Quick Ratio - Sales past 5Y 16.12% Gross Margin - 52W Low 7.91% ATR (14) 0.84
Dividend Ex-Date Apr 12, 2024 Current Ratio 0.26 EPS Y/Y TTM -44.12% Oper. Margin 17.89% RSI (14) 54.18 Volatility 1.87% 2.56%
Employees 265 Debt/Eq 1.17 Sales Y/Y TTM 23.05% Profit Margin 14.15% Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 0.83 EPS Q/Q -22.49% Payout 56.44% Rel Volume 0.21 Prev Close 25.28
Sales Surprise - EPS Surprise - Sales Q/Q 22.68% Earnings - Avg Volume 11.37K Price 25.36
SMA20 4.31% SMA50 -1.07% SMA200 -8.43% Trades
Volume 2,402 Change 0.32%
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Norwood Financial Corp. is a bank holding company, which offers financial services and traditional banking to individual, business and government customers. It offers debit cards, savings accounts, personal loans, credit card, business lending, and wealth management. The company was founded in 1870 and is headquartered in Honesdale, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FORTE ANDREW Director Apr 24 '24 Buy 24.63 400 9,852 7,544 Apr 25 04:30 PM FORTE ANDREW Director Apr 24 '24 Buy 23.89 230 5,495 6,265 Apr 24 05:43 PM Donnelly James O President & CEO Apr 23 '24 Buy 24.57 100 2,457 4,193 Apr 24 12:57 PM Donnelly James O President & CEO Feb 22 '24 Buy 25.95 193 5,008 4,093 Feb 23 01:47 PM PHILLIPS KENNETH A Director Dec 12 '23 Option Exercise 29.66 500 14,830 13,721 Dec 14 02:15 PM FORTE ANDREW Director Nov 16 '23 Buy 27.69 200 5,538 5,920 Nov 17 08:18 AM FORTE ANDREW Director Nov 13 '23 Option Exercise 17.93 750 13,448 7,903 Nov 14 01:03 PM Donnelly James O President & CEO Oct 25 '23 Buy 24.35 100 2,435 3,400 Oct 27 10:41 AM Gifford Jeffrey S Director Oct 16 '23 Sale 25.05 6 150 2,184 Nov 02 12:56 PM FORTE ANDREW Director Jun 29 '23 Buy 28.89 400 11,556 7,144 Jul 11 11:08 AM FORTE ANDREW Director Jun 28 '23 Buy 29.20 425 12,410 5,720 Jun 29 12:57 PM
Index - P/E - EPS (ttm) -0.29 Insider Own 7.22% Shs Outstand 1.06B Perf Week -11.56%
Market Cap 7.35B Forward P/E 29.46 EPS next Y 0.24 Insider Trans -0.70% Shs Float 980.20M Perf Month -4.79%
Income -208.73M PEG - EPS next Q 0.01 Inst Own 36.26% Short Float 18.37% Perf Quarter -11.68%
Sales 3.21B P/S 2.29 EPS this Y 123.49% Inst Trans 4.43% Short Ratio 3.56 Perf Half Y -8.18%
Book/sh 5.51 P/B 1.26 EPS next Y 179.36% ROA -0.66% Short Interest 180.07M Perf Year 43.51%
Cash/sh 3.93 P/C 1.77 EPS next 5Y - ROE -3.05% 52W Range 4.45 - 11.70 Perf YTD -30.05%
Dividend Est. - P/FCF 17.07 EPS past 5Y 32.14% ROI -2.28% 52W High -40.51% Beta 1.76
Dividend TTM - Quick Ratio - Sales past 5Y 39.29% Gross Margin 64.95% 52W Low 56.40% ATR (14) 0.36
Dividend Ex-Date - Current Ratio - EPS Y/Y TTM 27.95% Oper. Margin 30.92% RSI (14) 42.73 Volatility 5.50% 4.17%
Employees 4400 Debt/Eq 0.49 Sales Y/Y TTM 59.30% Profit Margin -6.50% Recom 2.83 Target Price 8.53
Option/Short Yes / Yes LT Debt/Eq 0.49 EPS Q/Q 145.19% Payout - Rel Volume 1.10 Prev Close 6.99
Sales Surprise 4.53% EPS Surprise 185.71% Sales Q/Q 49.44% Earnings Apr 29 BMO Avg Volume 50.57M Price 6.96
SMA20 -5.26% SMA50 -7.82% SMA200 -13.97% Trades
Volume 55,859,781 Change -0.43%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Resumed Citigroup
Buy
$11
Apr-05-24 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$6.50 → $7.50
Apr-03-24 Initiated Needham
Buy
$10
Jan-31-24 Downgrade Morgan Stanley
Equal-Weight → Underweight
$7 → $6.50
Jan-10-24 Initiated Deutsche Bank
Hold
Jan-03-24 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$7.50 → $6.50
Nov-15-23 Initiated Barclays
Equal Weight
$8
Oct-31-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$7
Oct-20-23 Initiated UBS
Neutral
$7
Oct-19-23 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$7.50
Aug-02-23 Reiterated Mizuho
Buy
$9 → $15
Aug-01-23 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$5.50 → $7
Jul-25-23 Initiated Stephens
Equal-Weight
$7
Jul-13-23 Downgrade Morgan Stanley
Equal-Weight → Underweight
$6.50 → $7
Jun-23-23 Initiated Compass Point
Sell
$5
Jun-16-23 Downgrade Piper Sandler
Overweight → Neutral
$6.50 → $8
Jun-16-23 Downgrade BofA Securities
Buy → Neutral
$9.50 → $10
Jun-15-23 Downgrade Oppenheimer
Outperform → Perform
Jun-14-23 Initiated BTIG Research
Buy
$14
May-15-23 Downgrade Wedbush
Neutral → Underperform
$5 → $2.50
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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It offers home loans, personal loans, and credit cards. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment includes personal loan, student loan, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Rishel Jeremy Chief Technology Officer Mar 19 '24 Sale 6.93 56,273 389,972 390,616 Mar 21 06:37 PM Lavet Robert S General Counsel Feb 06 '24 Option Exercise 0.41 24,742 10,144 1,529,741 Feb 08 06:32 PM Rishel Jeremy Chief Technology Officer Dec 19 '23 Sale 9.78 56,273 550,350 343,250 Dec 21 06:24 PM Noto Anthony Chief Executive Officer Nov 21 '23 Buy 6.50 22,500 146,288 7,261,789 Nov 21 01:47 PM Noto Anthony Chief Executive Officer Nov 09 '23 Buy 6.78 44,000 298,245 7,239,289 Nov 09 03:24 PM Lapointe Christopher CFO and PAO Nov 09 '23 Buy 6.69 14,950 100,016 827,068 Nov 09 02:37 PM Stafford Webb Lauren Chief Marketing Officer Nov 06 '23 Sale 7.58 135,832 1,029,797 257,608 Nov 08 08:13 PM Webster Aaron Chief Risk Officer Nov 03 '23 Sale 8.08 215,299 1,740,542 476,221 Nov 06 07:21 PM Borton Chad M President - SoFi Bank Nov 02 '23 Sale 7.99 152,041 1,215,188 157,857 Nov 06 07:23 PM Rishel Jeremy Chief Technology Officer Sep 01 '23 Sale 8.88 53,532 475,364 160,597 Sep 05 04:04 PM Borton Chad M President - SoFi Bank Jun 16 '23 Sale 8.68 90,458 784,985 229,449 Jun 16 06:13 PM Stafford Webb Lauren Chief Marketing Officer Jun 15 '23 Sale 9.29 100,000 928,800 335,945 Jun 16 06:10 PM Webster Aaron Chief Risk Officer Jun 14 '23 Sale 9.69 200,000 1,938,120 678,261 Jun 16 06:13 PM Noto Anthony Chief Executive Officer May 15 '23 Buy 4.67 108,000 504,706 6,488,539 May 15 02:19 PM Rishel Jeremy Chief Technology Officer May 09 '23 Sale 5.47 200,000 1,093,120 101,582 May 11 09:26 PM Noto Anthony Chief Executive Officer May 05 '23 Buy 5.12 30,000 153,513 6,380,539 May 08 07:52 AM Noto Anthony Chief Executive Officer May 05 '23 Buy 5.03 19,833 99,762 33,259 May 09 03:05 PM
Index NDX P/E 49.73 EPS (ttm) 5.14 Insider Own 21.50% Shs Outstand 210.67M Perf Week 1.89%
Market Cap 67.53B Forward P/E 32.40 EPS next Y 7.89 Insider Trans -1.68% Shs Float 207.23M Perf Month -4.94%
Income 1.38B PEG 2.43 EPS next Q 1.59 Inst Own 71.34% Short Float 2.37% Perf Quarter -13.22%
Sales 7.20B P/S 9.38 EPS this Y 14.98% Inst Trans -0.26% Short Ratio 2.43 Perf Half Y 20.96%
Book/sh 30.63 P/B 8.35 EPS next Y 17.57% ROA 9.22% Short Interest 4.90M Perf Year 39.53%
Cash/sh 29.64 P/C 8.63 EPS next 5Y 20.48% ROE 20.20% 52W Range 174.25 - 311.28 Perf YTD -7.35%
Dividend Est. - P/FCF 35.15 EPS past 5Y - ROI 12.23% 52W High -17.83% Beta 1.37
Dividend TTM - Quick Ratio 1.92 Sales past 5Y 20.59% Gross Margin 75.38% 52W Low 46.79% ATR (14) 5.86
Dividend Ex-Date - Current Ratio 1.92 EPS Y/Y TTM 464.97% Oper. Margin 1.69% RSI (14) 45.08 Volatility 2.40% 1.97%
Employees 18800 Debt/Eq 0.41 Sales Y/Y TTM 16.11% Profit Margin 19.18% Recom 1.79 Target Price 316.65
Option/Short Yes / Yes LT Debt/Eq 0.40 EPS Q/Q 1004.59% Payout 0.00% Rel Volume 1.51 Prev Close 250.85
Sales Surprise 0.27% EPS Surprise 6.69% Sales Q/Q 16.78% Earnings May 23 AMC Avg Volume 2.02M Price 255.78
SMA20 -0.66% SMA50 -5.18% SMA200 0.79% Trades
Volume 3,044,391 Change 1.97%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Reiterated Needham
Buy
$300 → $350
Jan-10-24 Resumed DA Davidson
Neutral
$300
Jan-04-24 Resumed KeyBanc Capital Markets
Overweight
$310
Nov-29-23 Reiterated BMO Capital Markets
Outperform
$260 → $290
Aug-25-23 Reiterated Needham
Buy
$220 → $250
Jun-28-23 Initiated RBC Capital Mkts
Outperform
$275
May-24-23 Upgrade Exane BNP Paribas
Neutral → Outperform
$235
May-08-23 Downgrade Stifel
Buy → Hold
$210 → $200
Mar-01-23 Downgrade Societe Generale
Buy → Hold
$212 → $205
Feb-28-23 Reiterated Wells Fargo
Overweight
$240 → $250
Feb-28-23 Reiterated Stifel
Buy
$185 → $210
Feb-28-23 Reiterated Robert W. Baird
Outperform
$223 → $220
Feb-28-23 Reiterated Piper Sandler
Overweight
$184 → $215
Feb-28-23 Reiterated Morgan Stanley
Overweight
$220 → $230
Feb-28-23 Reiterated Mizuho
Buy
$200 → $225
Feb-28-23 Reiterated Loop Capital
Hold
$160 → $180
Feb-28-23 Reiterated Deutsche Bank
Hold
$195 → $200
Feb-28-23 Reiterated DA Davidson
Buy
$205 → $220
Feb-28-23 Reiterated Cowen
Outperform
$225 → $230
Feb-28-23 Reiterated Citigroup
Neutral
$185 → $203
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Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in March 2005 and is headquartered in Pleasanton, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
DUFFIELD DAVID A 10% Owner Apr 12 '24 Sale 264.89 56,000 14,833,707 843,000 Apr 16 05:49 PM DUFFIELD DAVID A 10% Owner Apr 08 '24 Sale 268.29 65,221 17,498,081 102,997 Apr 09 09:11 PM Chakraborty Sayan Co-President Apr 08 '24 Sale 268.27 15,065 4,041,530 88,205 Apr 09 09:12 PM Sauer Richard Harry Chief Legal Officer & Secty Apr 08 '24 Sale 268.21 8,447 2,265,575 66,356 Apr 09 09:12 PM DUFFIELD DAVID A 10% Owner Apr 05 '24 Sale 268.12 56,000 15,014,928 899,000 Apr 09 09:11 PM DUFFIELD DAVID A 10% Owner Apr 01 '24 Sale 271.67 64,162 17,431,103 102,997 Apr 03 04:51 PM DUFFIELD DAVID A 10% Owner Apr 01 '24 Sale 271.67 56,000 15,213,601 955,000 Apr 03 04:51 PM DUFFIELD DAVID A 10% Owner Mar 22 '24 Sale 276.95 56,000 15,509,160 1,011,000 Mar 26 07:00 PM DUFFIELD DAVID A 10% Owner Mar 18 '24 Sale 272.02 57,000 15,504,990 1,067,000 Mar 19 07:03 PM DUFFIELD DAVID A 10% Owner Mar 15 '24 Sale 268.85 64,329 17,294,736 102,997 Mar 19 07:03 PM STILL GEORGE J JR Director Mar 12 '24 Sale 270.52 5,000 1,352,608 105,000 Mar 14 07:08 PM Robinson Douglas A. Co-President Mar 05 '24 Sale 266.90 411 109,697 165,521 Mar 07 08:01 PM DUFFIELD DAVID A 10% Owner Mar 01 '24 Sale 291.45 59,391 17,309,503 102,997 Mar 05 05:03 PM Robinson Douglas A. Co-President Feb 28 '24 Sale 293.79 3,121 916,920 165,932 Mar 01 05:56 PM DUFFIELD DAVID A 10% Owner Jan 12 '24 Sale 281.45 62,731 17,655,609 102,997 Jan 12 07:08 PM DUFFIELD DAVID A 10% Owner Jan 10 '24 Sale 277.13 63,448 17,583,533 102,997 Jan 12 07:08 PM DUFFIELD DAVID A 10% Owner Jan 08 '24 Sale 272.33 65,839 17,929,674 102,997 Jan 09 07:40 PM Chakraborty Sayan Co-President Jan 08 '24 Sale 272.01 4,342 1,181,064 116,107 Jan 09 07:38 PM Sauer Richard Harry Chief Legal Officer & Secty Jan 08 '24 Sale 271.56 3,446 935,780 83,113 Jan 09 07:18 PM DUFFIELD DAVID A 10% Owner Jan 05 '24 Sale 265.66 65,524 17,407,171 102,997 Jan 09 07:40 PM Rowe Zane Chief Financial Officer Jan 05 '24 Sale 265.89 4,655 1,237,722 155,265 Jan 09 07:32 PM Bozzini James COO Jan 05 '24 Sale 265.89 4,365 1,160,613 129,828 Jan 09 07:28 PM Chakraborty Sayan Co-President Jan 05 '24 Sale 265.89 3,384 899,774 120,449 Jan 09 07:38 PM BHUSRI ANEEL Co-CEO Jan 05 '24 Sale 265.89 3,335 886,746 546,670 Jan 09 07:18 PM Robinson Douglas A. Co-President Jan 05 '24 Sale 265.89 2,592 689,189 169,053 Jan 09 07:38 PM Sauer Richard Harry Chief Legal Officer & Secty Jan 05 '24 Sale 265.89 2,418 642,924 86,559 Jan 09 07:18 PM Robinson Douglas A. Co-President Jan 02 '24 Sale 267.71 3,121 835,522 171,645 Jan 04 04:21 PM DUFFIELD DAVID A 10% Owner Dec 11 '23 Sale 276.88 108,333 29,995,522 1,124,000 Dec 13 06:18 PM Chakraborty Sayan Co-President Dec 06 '23 Sale 267.40 412 110,169 123,833 Dec 07 05:53 PM Robinson Douglas A. Co-President Dec 05 '23 Sale 266.22 408 108,617 174,766 Dec 07 05:57 PM Chakraborty Sayan Co-President Dec 05 '23 Sale 266.22 329 87,586 124,245 Dec 07 05:53 PM STILL GEORGE J JR Director Dec 01 '23 Sale 271.52 5,000 1,357,586 110,000 Dec 05 04:59 PM Sauer Richard Harry Chief Legal Officer & Secty Nov 30 '23 Sale 267.03 1,411 376,783 88,977 Dec 04 05:49 PM Chakraborty Sayan Co-President Oct 06 '23 Sale 204.27 4,899 1,000,704 124,574 Oct 10 08:12 PM Sauer Richard Harry Chief Legal Officer & Secty Oct 06 '23 Sale 203.04 2,739 556,122 90,388 Oct 10 08:05 PM Rowe Zane Chief Financial Officer Oct 05 '23 Sale 205.41 5,216 1,071,442 159,920 Oct 10 08:10 PM Bozzini James COO Oct 05 '23 Sale 205.41 4,925 1,011,666 134,193 Oct 10 08:08 PM Sauer Richard Harry Chief Legal Officer & Secty Oct 05 '23 Sale 205.41 4,245 871,984 93,127 Oct 10 08:05 PM Chakraborty Sayan Co-President Oct 05 '23 Sale 205.41 3,944 810,154 129,473 Oct 10 08:12 PM BHUSRI ANEEL Co-CEO Oct 05 '23 Sale 205.41 3,889 798,857 550,004 Oct 10 08:07 PM Robinson Douglas A. Co-President Oct 05 '23 Sale 205.41 3,149 646,851 175,174 Oct 10 08:11 PM DUFFIELD DAVID A 10% Owner Sep 11 '23 Sale 250.58 108,333 27,145,887 108,333 Sep 13 07:43 PM STILL GEORGE J JR Director Sep 08 '23 Sale 251.00 5,000 1,255,007 115,000 Sep 12 07:30 PM Sauer Richard Harry Chief Legal Officer & Secty Sep 06 '23 Sale 247.90 24,365 6,040,096 97,372 Sep 07 05:03 PM Chakraborty Sayan Co-President Sep 06 '23 Sale 245.68 412 101,220 133,417 Sep 07 05:06 PM Robinson Douglas A. Co-President Sep 05 '23 Sale 246.26 407 100,227 178,323 Sep 07 05:09 PM Chakraborty Sayan Co-President Sep 05 '23 Sale 246.26 328 80,772 133,829 Sep 07 05:06 PM Eschenbach Carl M. Co-CEO Aug 29 '23 Buy 240.44 8,676 2,086,091 20,222 Aug 31 04:21 PM Chakraborty Sayan Co-President Jul 06 '23 Sale 218.81 4,917 1,075,886 134,157 Jul 07 05:07 PM Bozzini James COO Jul 05 '23 Sale 221.43 4,941 1,094,104 139,118 Jul 07 05:15 PM Sauer Richard Harry Chief Legal Officer & Secty Jul 05 '23 Sale 221.43 4,223 935,114 121,737 Jul 07 05:04 PM Chakraborty Sayan Co-President Jul 05 '23 Sale 221.43 3,926 869,348 139,074 Jul 07 05:07 PM BHUSRI ANEEL Co-CEO Jul 05 '23 Sale 221.43 3,869 856,727 553,893 Jul 07 05:02 PM Robinson Douglas A. Co-President Jul 05 '23 Sale 221.43 3,133 693,752 178,730 Jul 07 05:13 PM Robinson Douglas A. Co-President Jun 21 '23 Sale 220.98 11,000 2,430,782 181,863 Jun 23 04:13 PM DUFFIELD DAVID A 10% Owner Jun 12 '23 Sale 208.37 108,334 22,573,989 216,666 Jun 14 04:21 PM STILL GEORGE J JR Director Jun 09 '23 Sale 204.15 5,000 1,020,764 0 Jun 13 06:06 PM Davies Christa Director Jun 07 '23 Sale 213.21 33,333 7,106,929 132,865 Jun 09 05:19 PM Chakraborty Sayan Co-President Jun 06 '23 Sale 213.84 412 88,102 146,108 Jun 07 04:59 PM Robinson Douglas A. Co-President Jun 05 '23 Sale 212.37 408 86,647 192,863 Jun 07 04:57 PM Chakraborty Sayan Co-President Jun 05 '23 Sale 212.37 329 69,870 146,520 Jun 07 04:59 PM Larson Barbara A Chief Financial Officer Jun 05 '23 Sale 212.37 225 47,783 67,743 Jun 07 04:56 PM
Index RUT P/E 15.87 EPS (ttm) 0.46 Insider Own 23.12% Shs Outstand 146.23M Perf Week 17.54%
Market Cap 1.09B Forward P/E 17.76 EPS next Y 0.41 Insider Trans -0.23% Shs Float 113.48M Perf Month 4.99%
Income 67.40M PEG 1.06 EPS next Q 0.08 Inst Own 41.34% Short Float 4.85% Perf Quarter -5.15%
Sales 334.51M P/S 3.25 EPS this Y -15.32% Inst Trans 3.12% Short Ratio 6.32 Perf Half Y 14.26%
Book/sh 1.06 P/B 6.98 EPS next Y 32.45% ROA 35.95% Short Interest 5.51M Perf Year 38.79%
Cash/sh 0.33 P/C 22.43 EPS next 5Y 15.00% ROE 60.87% 52W Range 4.47 - 9.27 Perf YTD -15.96%
Dividend Est. - P/FCF 32.77 EPS past 5Y - ROI 38.70% 52W High -20.50% Beta 1.89
Dividend TTM - Quick Ratio 2.71 Sales past 5Y -1.19% Gross Margin 83.27% 52W Low 64.69% ATR (14) 0.33
Dividend Ex-Date - Current Ratio 3.29 EPS Y/Y TTM 299.53% Oper. Margin 13.69% RSI (14) 60.13 Volatility 6.49% 4.37%
Employees 895 Debt/Eq 0.12 Sales Y/Y TTM 19.20% Profit Margin 20.15% Recom 1.00 Target Price 12.67
Option/Short Yes / Yes LT Debt/Eq 0.12 EPS Q/Q 205.83% Payout 0.00% Rel Volume 0.95 Prev Close 7.50
Sales Surprise 6.79% EPS Surprise 33.33% Sales Q/Q 18.18% Earnings Apr 30 AMC Avg Volume 872.01K Price 7.37
SMA20 12.58% SMA50 -0.04% SMA200 -2.12% Trades
Volume 832,074 Change -1.73%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-07-24 Initiated Lake Street
Buy
$12
Oct-27-23 Initiated Craig Hallum
Buy
$12
Oct-13-22 Initiated Mizuho
Buy
$7
Jul-26-21 Initiated Northland Capital
Outperform
$23
Mar-19-21 Initiated H.C. Wainwright
Buy
$20
May-02-24 04:10PM
May-01-24 09:33AM
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(Simply Wall St.) -12.99%
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MiMedx Group, Inc. is a therapeutic biologics company, which engages in the design, manufacture, and marketing of products, and tissue processing services. It serves the wound care, burn, surgical, orthopedic, spine, sports medicine, ophthalmic, and dental sectors of healthcare. Its biomaterial platform technologies include AmnioFix and EpiFix, a tissue allografts derived from amnion and chorion layers of human placental membrane, EpiCord and AmnioCord, a tissue allografts derived from umbilical cord tissue, and AmnioFill, a placental connective tissue matrix derived from the placental disc and other placental tissue. The company was founded on July 30, 1985 and is headquartered in Marietta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hulse William Frank IV General Counsel and CAO Mar 13 '24 Sale 7.95 20,381 162,029 479,959 Mar 15 06:35 PM Whitlow Ricci S Chief Operating Officer Feb 20 '24 Sale 8.01 15,271 122,351 401,050 Feb 21 04:40 PM Whitlow Ricci S Chief Operating Officer Feb 16 '24 Sale 8.07 15,493 125,075 416,321 Feb 21 04:40 PM Whitlow Ricci S Chief Operating Officer Feb 15 '24 Sale 8.06 15,198 122,496 431,814 Feb 16 04:22 PM Whitlow Ricci S Chief Operating Officer Feb 14 '24 Sale 8.03 15,845 127,267 447,012 Feb 16 04:22 PM DOUG RICE Chief Financial Officer Nov 21 '23 Buy 7.16 5,000 35,786 102,200 Nov 22 05:01 PM Stein Robert Benjamin President, Regenerative Med. May 16 '23 Sale 5.95 10,365 61,627 317,803 May 17 06:26 PM Stein Robert Benjamin President, Regenerative Med. May 15 '23 Sale 6.15 3,607 22,170 328,168 May 17 06:26 PM Carlson Peter M Chief Financial Officer May 10 '23 Sale 5.93 5,976 35,414 656,435 May 12 06:50 PM Hulse William Frank IV General Counsel and CAO May 10 '23 Sale 5.93 5,870 34,786 456,564 May 12 06:58 PM Stein Robert Benjamin President, Regenerative Med. May 10 '23 Sale 5.93 5,869 34,780 331,775 May 12 06:56 PM Phelan William Lawrence Chief Accounting Officer May 10 '23 Sale 5.93 1,595 9,452 184,219 May 12 06:53 PM
Index - P/E - EPS (ttm) -13.60 Insider Own 0.86% Shs Outstand 6.37M Perf Week 4.46%
Market Cap 13.44M Forward P/E - EPS next Y - Insider Trans 0.00% Shs Float 6.31M Perf Month -12.08%
Income -133.84M PEG - EPS next Q - Inst Own 11.16% Short Float 11.19% Perf Quarter -0.94%
Sales 1.06B P/S 0.01 EPS this Y - Inst Trans - Short Ratio 4.65 Perf Half Y -29.67%
Book/sh -134.40 P/B - EPS next Y - ROA -18.43% Short Interest 0.71M Perf Year -67.54%
Cash/sh 10.54 P/C 0.20 EPS next 5Y - ROE - 52W Range 1.83 - 8.85 Perf YTD -37.20%
Dividend Est. - P/FCF - EPS past 5Y 72.45% ROI -64.43% 52W High -76.16% Beta 1.91
Dividend TTM - Quick Ratio 0.43 Sales past 5Y -7.48% Gross Margin 15.99% 52W Low 15.30% ATR (14) 0.21
Dividend Ex-Date - Current Ratio 0.46 EPS Y/Y TTM 98.75% Oper. Margin 4.34% RSI (14) 44.85 Volatility 9.59% 9.12%
Employees 14100 Debt/Eq - Sales Y/Y TTM -1.21% Profit Margin -12.58% Recom 3.00 Target Price 400.00
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -212.15% Payout - Rel Volume 0.57 Prev Close 2.13
Sales Surprise - EPS Surprise - Sales Q/Q -0.94% Earnings Apr 17 AMC Avg Volume 152.03K Price 2.11
SMA20 -4.73% SMA50 -9.85% SMA200 -35.10% Trades
Volume 86,658 Change -0.94%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-23-22 Downgrade B. Riley Securities
Buy → Neutral
$3 → $0.55
Aug-31-21 Initiated B. Riley Securities
Buy
$4
Jan-16-19 Downgrade Morgan Stanley
Overweight → Equal-Weight
Oct-22-18 Initiated Morgan Stanley
Overweight
$9
Apr-15-24 09:00AM
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Apr-03-24 09:52PM
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Exela Technologies, Inc. engages in the provision of transaction processing solutions and enterprise information management. It operates through the following segments: Information and Transaction Processing Solutions (ITPS), Healthcare Solutions (HS), and Legal and Loss Prevention Services (LLPS). The ITPS segment is involved in the solutions and services designed to aid businesses in information capture, processing, decisioning, and distribution to customers primarily in the financial services, commercial, public sector, and legal industries. The HS segment operates and maintains a consulting and outsourcing business specializing in both the healthcare provider and payer markets. The LLPS segment offers a broad and active array of support services in connection with class action, bankruptcy labor, claims adjudication and employment, and other legal matters. The company was founded in 2004 and is headquartered in Irving, TX.
Index RUT P/E - EPS (ttm) -0.67 Insider Own 54.08% Shs Outstand 47.03M Perf Week 5.03%
Market Cap 483.67M Forward P/E 19.06 EPS next Y 0.54 Insider Trans -5.25% Shs Float 21.71M Perf Month 1.89%
Income -30.76M PEG - EPS next Q -0.05 Inst Own 20.71% Short Float 6.90% Perf Quarter 11.32%
Sales 286.68M P/S 1.69 EPS this Y 141.18% Inst Trans 10.21% Short Ratio 3.36 Perf Half Y 107.09%
Book/sh 1.14 P/B 8.95 EPS next Y 666.67% ROA -9.88% Short Interest 1.50M Perf Year 13.79%
Cash/sh 0.39 P/C 26.32 EPS next 5Y 20.00% ROE -57.27% 52W Range 4.73 - 12.97 Perf YTD 6.34%
Dividend Est. - P/FCF 331.28 EPS past 5Y -231.04% ROI -31.01% 52W High -21.13% Beta 4.18
Dividend TTM - Quick Ratio 0.90 Sales past 5Y 17.50% Gross Margin 20.92% 52W Low 116.28% ATR (14) 0.55
Dividend Ex-Date - Current Ratio 1.01 EPS Y/Y TTM 31.57% Oper. Margin -4.49% RSI (14) 56.51 Volatility 5.74% 4.94%
Employees 731 Debt/Eq 1.36 Sales Y/Y TTM 34.63% Profit Margin -10.73% Recom 1.00 Target Price 15.00
Option/Short Yes / Yes LT Debt/Eq 0.85 EPS Q/Q -207.56% Payout - Rel Volume 0.89 Prev Close 10.36
Sales Surprise 5.76% EPS Surprise 83.75% Sales Q/Q 21.61% Earnings May 08 AMC Avg Volume 446.29K Price 10.23
SMA20 6.65% SMA50 0.12% SMA200 25.28% Trades
Volume 396,402 Change -1.25%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-27-24 Reiterated TD Cowen
Outperform
$12 → $15
Feb-27-24 Reiterated Needham
Buy
$13 → $15
Apr-26-22 Initiated Craig Hallum
Buy
$10
Aug-05-21 Downgrade Jefferies
Buy → Hold
$27 → $23
Jul-16-21 Initiated Needham
Buy
$40
May-17-21 Initiated Piper Sandler
Overweight
$25
May-17-21 Initiated Jefferies
Buy
$27
May-17-21 Initiated Cowen
Outperform
$26
May-01-24 07:05AM
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05:03PM
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03:34PM
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07:00AM
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04:05PM
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Skywater Technology, Inc. is a holding company. It engages in the provision of semiconductor development, manufacturing services, and packaging services. The company was founded on October 3, 2016 and is headquartered in Bloomington, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Unterseher Loren A Director Mar 07 '24 Sale 12.14 368,709 4,475,456 13,022,293 Mar 07 09:14 PM Unterseher Loren A Director Mar 06 '24 Sale 11.56 50,771 587,167 13,391,002 Mar 07 09:14 PM Unterseher Loren A Director Mar 05 '24 Sale 11.50 10,520 121,020 13,441,773 Mar 07 09:14 PM Unterseher Loren A Director Mar 04 '24 Sale 11.88 187,810 2,231,634 13,452,293 Mar 04 06:19 PM Unterseher Loren A Director Mar 01 '24 Sale 11.67 139,190 1,624,695 13,640,103 Mar 04 06:19 PM Unterseher Loren A Director Feb 29 '24 Sale 11.69 117,989 1,379,067 13,779,293 Mar 04 06:19 PM SONDERMAN THOMAS CEO Feb 09 '24 Sale 10.01 18,989 190,023 498,413 Feb 12 05:12 PM SONDERMAN THOMAS CEO Jan 25 '24 Sale 10.01 2,100 21,015 517,402 Jan 26 05:23 PM SONDERMAN THOMAS CEO Jan 24 '24 Sale 10.01 17,211 172,265 519,502 Jan 26 05:23 PM SONDERMAN THOMAS CEO Dec 28 '23 Sale 10.01 1,700 17,014 536,713 Dec 29 04:56 PM Hilberg Christopher Chief Legal Officer Dec 11 '23 Sale 8.09 868 7,022 26,429 Dec 12 05:16 PM Unterseher Loren A Director Dec 08 '23 Sale 8.00 500,000 4,000,000 14,447,282 Dec 12 04:52 PM Hilberg Christopher Chief Legal Officer Dec 08 '23 Sale 8.12 217 1,761 27,297 Dec 12 05:16 PM Manko Steve CFO Aug 17 '23 Sale 6.93 119 825 328,255 Aug 18 04:43 PM Manko Steve CFO Aug 16 '23 Sale 7.00 84,800 593,600 328,374 Aug 18 04:43 PM Ferguson Bradley Chief Govt Affairs Officer Aug 14 '23 Sale 7.26 16,186 117,559 443,805 Aug 15 05:12 PM Litecky Mark Chief Revenue Officer Aug 14 '23 Sale 7.26 13,711 99,583 347,411 Aug 15 05:18 PM Kosier Steve Chief Technology Officer Aug 14 '23 Sale 7.26 587 4,264 63,504 Aug 15 05:22 PM Daniel Amanda Chief People Officer Aug 14 '23 Sale 7.26 378 2,745 43,699 Aug 15 05:25 PM Ferguson Bradley Chief Govt Affairs Officer Aug 11 '23 Sale 7.04 72,603 511,270 459,991 Aug 15 05:12 PM Litecky Mark Chief Revenue Officer Aug 11 '23 Sale 7.04 61,501 433,090 361,122 Aug 15 05:18 PM Kosier Steve Chief Technology Officer Aug 11 '23 Sale 7.04 2,636 18,560 64,091 Aug 15 05:22 PM Daniel Amanda Chief People Officer Aug 11 '23 Sale 7.04 1,692 11,913 44,077 Aug 15 05:25 PM Zibrowski Bart L 10% Owner Aug 01 '23 Sale 10.83 57,500 622,581 4,483,396 Aug 03 11:11 AM DDK Developments, L.L.C. 10% Owner Aug 01 '23 Sale 10.83 57,500 622,581 4,483,396 Aug 03 10:57 AM DDK Developments, L.L.C. 10% Owner Jul 17 '23 Sale 9.11 7,500 68,296 4,540,896 Jul 18 11:34 AM Zibrowski Bart L 10% Owner Jul 17 '23 Sale 9.11 7,500 68,296 4,540,896 Jul 18 11:45 AM Zibrowski Bart L 10% Owner Jul 03 '23 Sale 9.20 7,500 69,020 4,548,396 Jul 05 12:23 PM DDK Developments, L.L.C. 10% Owner Jul 03 '23 Sale 9.20 7,500 69,020 4,548,396 Jul 05 12:06 PM GRAVES GREGORY B Director Jun 20 '23 Sale 9.25 7,003 64,778 20,276 Jun 21 04:44 PM Unterseher Loren A Director Jun 15 '23 Sale 9.50 11,104 105,495 19,538,364 Jun 16 04:32 PM Unterseher Loren A Director Jun 14 '23 Sale 9.53 19,799 188,728 19,549,468 Jun 16 04:32 PM KURTZWEIL JOHN T Director Jun 12 '23 Sale 9.50 7,447 70,746 28,097 Jun 14 04:14 PM Daniel Amanda Chief People Officer Jun 08 '23 Sale 9.58 768 7,357 45,769 Jun 09 04:58 PM Unterseher Loren A Director Jun 07 '23 Sale 10.17 134,126 1,363,592 19,569,267 Jun 07 05:21 PM Zibrowski Bart L 10% Owner Jun 07 '23 Sale 10.40 21,046 218,878 4,555,896 Jun 08 11:42 AM DDK Developments, L.L.C. 10% Owner Jun 07 '23 Sale 10.40 21,046 218,878 4,555,896 Jun 08 11:33 AM Unterseher Loren A Director Jun 06 '23 Sale 10.22 46,095 471,252 19,703,393 Jun 07 05:21 PM DDK Developments, L.L.C. 10% Owner Jun 06 '23 Sale 10.40 10,954 113,922 4,576,942 Jun 08 11:33 AM Zibrowski Bart L 10% Owner Jun 06 '23 Sale 10.40 10,954 113,922 4,576,942 Jun 08 11:42 AM DDK Developments, L.L.C. 10% Owner Jun 05 '23 Sale 10.13 17,500 177,326 4,587,896 Jun 06 01:13 PM Zibrowski Bart L 10% Owner Jun 05 '23 Sale 10.13 17,500 177,326 4,587,896 Jun 06 01:04 PM Unterseher Loren A Director Jun 05 '23 Sale 10.15 10,801 109,655 19,749,488 Jun 07 05:21 PM Zibrowski Bart L 10% Owner Jun 02 '23 Sale 10.41 15,986 166,469 4,605,396 Jun 06 01:04 PM DDK Developments, L.L.C. 10% Owner Jun 02 '23 Sale 10.41 15,986 166,469 4,605,396 Jun 06 01:13 PM Zibrowski Bart L 10% Owner May 19 '23 Sale 10.50 3,158 33,159 4,621,382 May 22 03:39 PM DDK Developments, L.L.C. 10% Owner May 19 '23 Sale 10.50 3,158 33,159 4,621,382 May 22 03:21 PM SONDERMAN THOMAS President & CEO May 11 '23 Sale 9.32 12,523 116,714 538,413 May 15 04:54 PM Manko Steve CFO May 11 '23 Sale 9.30 2,044 19,019 413,174 May 15 04:47 PM Litecky Mark Chief Revenue Officer May 11 '23 Sale 9.29 1,922 17,865 422,623 May 15 04:50 PM Ferguson Bradley Chief Govt Affairs Officer May 11 '23 Sale 9.30 1,281 11,917 532,594 May 15 04:56 PM Kosier Steve Chief Technology Officer May 11 '23 Sale 9.50 426 4,048 66,727 May 15 04:52 PM
Index - P/E 11.55 EPS (ttm) 1.10 Insider Own 10.38% Shs Outstand 106.29M Perf Week -0.16%
Market Cap 1.35B Forward P/E 8.82 EPS next Y 1.44 Insider Trans -0.01% Shs Float 95.15M Perf Month 1.28%
Income - PEG 7.75 EPS next Q 0.37 Inst Own 38.94% Short Float 2.20% Perf Quarter -0.08%
Sales 373.44M P/S 3.61 EPS this Y -6.40% Inst Trans - Short Ratio 4.56 Perf Half Y 3.44%
Book/sh 13.09 P/B 0.97 EPS next Y -2.00% ROA - Short Interest 2.09M Perf Year 10.86%
Cash/sh - P/C - EPS next 5Y 1.49% ROE - 52W Range 11.16 - 13.06 Perf YTD 0.15%
Dividend Est. - P/FCF - EPS past 5Y 2.45% ROI - 52W High -2.75% Beta 1.18
Dividend TTM 1.27 (9.97% ) Quick Ratio - Sales past 5Y - Gross Margin - 52W Low 13.79% ATR (14) 0.16
Dividend Ex-Date Jun 14, 2024 Current Ratio - EPS Y/Y TTM - Oper. Margin - RSI (14) 54.87 Volatility 1.38% 1.17%
Employees - Debt/Eq - Sales Y/Y TTM - Profit Margin - Recom 2.00 Target Price 13.07
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q -38.50% Payout 111.37% Rel Volume 0.82 Prev Close 12.63
Sales Surprise 0.52% EPS Surprise -3.59% Sales Q/Q -1.50% Earnings May 01 AMC Avg Volume 457.93K Price 12.70
SMA20 0.91% SMA50 0.87% SMA200 0.65% Trades
Volume 376,072 Change 0.55%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-18-23 Downgrade Wells Fargo
Overweight → Equal Weight
$13 → $11
Oct-14-22 Initiated B. Riley Securities
Neutral
$11.50
Feb-07-22 Initiated Janney
Buy
Mar-05-21 Initiated Hovde Group
Market Perform
$13.50
Aug-10-20 Downgrade National Securities
Buy → Neutral
Mar-17-20 Upgrade National Securities
Neutral → Buy
Mar-06-20 Initiated National Securities
Neutral
$12.50
Feb-03-20 Initiated BofA/Merrill
Buy
$14.50
Dec-05-19 Initiated Deutsche Bank
Buy
Jul-14-16 Downgrade Robert W. Baird
Outperform → Neutral
$13
Jan-20-16 Upgrade Robert W. Baird
Neutral → Outperform
$15 → $13
Jul-01-13 Initiated Oppenheimer
Outperform
$15
Nov-08-12 Downgrade Robert W. Baird
Outperform → Neutral
$15
Jun-29-11 Initiated Stifel Nicolaus
Hold
Jun-29-11 Initiated Robert W. Baird
Outperform
$15
Show Previous Ratings
May-03-24 02:05PM
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(Thomson Reuters StreetEvents)
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(Thomson Reuters StreetEvents)
Aug-08-22 07:25PM
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New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure including first and second lien debt, unsecured notes, and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, engineering and consulting services, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in United States of America. It seeks to invest between $10 million and $125 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million. The fund seeks a majority stake in its portfolio companies.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kline John CEO, President, and Director Apr 22 '24 Sale 12.55 1,238 15,541 254,610 Apr 24 05:25 PM HAMWEE ROBERT Director Jul 27 '23 Sale 12.86 15 193 549,373 Aug 04 05:00 PM Boswerger Laura Holson COO and CFO May 11 '23 Buy 11.89 14,975 178,003 49,398 May 15 04:08 PM
Index RUT P/E 7.11 EPS (ttm) 2.02 Insider Own 4.98% Shs Outstand 44.70M Perf Week 2.35%
Market Cap 644.05M Forward P/E 7.69 EPS next Y 1.87 Insider Trans -1.77% Shs Float 42.61M Perf Month 5.98%
Income 89.47M PEG 1.02 EPS next Q 0.47 Inst Own 69.08% Short Float 1.62% Perf Quarter 7.57%
Sales 318.83M P/S 2.02 EPS this Y -5.61% Inst Trans -2.25% Short Ratio 4.01 Perf Half Y 5.59%
Book/sh 13.34 P/B 1.08 EPS next Y -2.10% ROA 1.55% Short Interest 0.69M Perf Year 24.33%
Cash/sh - P/C - EPS next 5Y 7.00% ROE 16.37% 52W Range 10.79 - 16.76 Perf YTD -6.99%
Dividend Est. 0.20 (1.39%) P/FCF 6.20 EPS past 5Y 12.48% ROI 13.51% 52W High -14.30% Beta 1.08
Dividend TTM 0.20 (1.39%) Quick Ratio - Sales past 5Y 21.87% Gross Margin - 52W Low 33.09% ATR (14) 0.35
Dividend Ex-Date Apr 25, 2024 Current Ratio 0.03 EPS Y/Y TTM 12.95% Oper. Margin 37.93% RSI (14) 60.73 Volatility 1.68% 2.41%
Employees 834 Debt/Eq 0.87 Sales Y/Y TTM 13.72% Profit Margin 28.06% Recom 1.00 Target Price 17.67
Option/Short Yes / Yes LT Debt/Eq 0.14 EPS Q/Q - Payout 9.90% Rel Volume 0.89 Prev Close 14.15
Sales Surprise 0.69% EPS Surprise 1.80% Sales Q/Q -9.29% Earnings Apr 17 AMC Avg Volume 172.46K Price 14.36
SMA20 3.83% SMA50 5.46% SMA200 0.25% Trades
Volume 153,727 Change 1.48%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-04-24 Upgrade Raymond James
Outperform → Strong Buy
$17
Apr-05-23 Initiated Stephens
Overweight
$18
Mar-21-22 Upgrade DA Davidson
Neutral → Buy
$22
Sep-23-20 Upgrade Raymond James
Outperform → Strong Buy
$10
Dec-19-19 Initiated Piper Jaffray
Overweight
$15
Apr-29-19 Upgrade FIG Partners
Market Perform → Outperform
Apr-09-19 Initiated Raymond James
Outperform
$15
Jan-03-18 Upgrade Keefe Bruyette
Mkt Perform → Outperform
Dec-14-17 Upgrade Sandler O'Neill
Hold → Buy
Mar-10-09 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$7 → $4
Oct-27-08 Downgrade Keefe Bruyette
Mkt Perform → Underperform
Oct-10-08 Initiated Keefe Bruyette
Mkt Perform
$17
May-08-08 Upgrade Sandler O'Neill
Sell → Hold
Mar-05-08 Initiated Stifel Nicolaus
Hold
Jan-28-08 Downgrade Sandler O'Neill
Hold → Sell
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Apr-22-24 08:45AM
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Old Second Bancorp, Inc. is a bank holding company. It engages in the provision of traditional retail and commercial banking services through its wholly owned subsidiaries. Its services includes personal banking, loans, business banking, and wealth management. The firm operates through the community banking segment. The company was founded in 1981 and is headquartered in Aurora, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
COLLINS GARY S VICE CHAIRMAN Apr 23 '24 Sale 14.57 22,267 324,430 67,626 Apr 24 05:24 PM COLLINS GARY S VICE CHAIRMAN Apr 23 '24 Sale 14.55 15,000 218,250 61,768 Apr 24 05:24 PM COLLINS GARY S VICE CHAIRMAN Apr 22 '24 Sale 14.48 3,000 43,440 89,893 Apr 24 05:24 PM Lyons Billy J Jr. Director Feb 06 '24 Buy 13.46 26 350 8,447 Feb 07 02:46 PM SKOGLUND WILLIAM B Director Jul 20 '23 Option Exercise 0.00 9,930 0 60,285 Jul 24 11:37 AM
Index DJIA, S&P 500 P/E 65.08 EPS (ttm) 4.21 Insider Own 3.08% Shs Outstand 971.00M Perf Week -0.23%
Market Cap 265.45B Forward P/E 24.71 EPS next Y 11.07 Insider Trans -10.48% Shs Float 940.15M Perf Month -6.96%
Income 4.14B PEG 4.01 EPS next Q 2.37 Inst Own 81.32% Short Float 1.07% Perf Quarter -4.20%
Sales 34.86B P/S 7.62 EPS this Y 19.16% Inst Trans -0.97% Short Ratio 1.78 Perf Half Y 34.21%
Book/sh 61.43 P/B 4.46 EPS next Y 13.04% ROA 4.03% Short Interest 10.10M Perf Year 42.08%
Cash/sh 14.63 P/C 18.70 EPS next 5Y 16.22% ROE 7.01% 52W Range 190.76 - 318.71 Perf YTD 4.00%
Dividend Est. 0.36 (0.13%) P/FCF 27.95 EPS past 5Y 24.06% ROI 5.80% 52W High -14.14% Beta 1.30
Dividend TTM 0.40 (0.15%) Quick Ratio 1.02 Sales past 5Y 21.44% Gross Margin 67.42% 52W Low 43.46% ATR (14) 6.64
Dividend Ex-Date Mar 13, 2024 Current Ratio 1.02 EPS Y/Y TTM 1949.40% Oper. Margin 17.21% RSI (14) 39.81 Volatility 2.02% 2.18%
Employees 72682 Debt/Eq 0.23 Sales Y/Y TTM 11.18% Profit Margin 11.87% Recom 1.65 Target Price 336.93
Option/Short Yes / Yes LT Debt/Eq 0.20 EPS Q/Q 1576.91% Payout 0.00% Rel Volume 0.71 Prev Close 272.13
Sales Surprise 0.70% EPS Surprise 0.89% Sales Q/Q 10.77% Earnings Feb 28 AMC Avg Volume 5.69M Price 273.66
SMA20 -2.74% SMA50 -7.06% SMA200 9.72% Trades
Volume 4,033,482 Change 0.56%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-24 Upgrade Robert W. Baird
Neutral → Outperform
$240 → $300
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$290 → $350
Dec-20-23 Downgrade Wells Fargo
Overweight → Equal Weight
$280
Dec-18-23 Upgrade Wolfe Research
Peer Perform → Outperform
$315
Nov-30-23 Reiterated Oppenheimer
Outperform
$250 → $275
Nov-30-23 Reiterated Needham
Buy
$250 → $275
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$252 → $277
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$268 → $232
Sep-15-23 Initiated HSBC Securities
Buy
$267
Jul-31-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$251 → $278
Jun-01-23 Downgrade Societe Generale
Buy → Hold
Mar-02-23 Upgrade Needham
Hold → Buy
$230
Jan-20-23 Downgrade Cowen
Outperform → Market Perform
Jan-18-23 Initiated DA Davidson
Neutral
$150
Jan-13-23 Downgrade Atlantic Equities
Overweight → Neutral
$200 → $140
Jan-11-23 Downgrade Bernstein
Mkt Perform → Underperform
$134 → $119
Dec-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $150
Dec-02-22 Downgrade Wolfe Research
Outperform → Peer Perform
Nov-17-22 Downgrade Monness Crespi & Hardt
Buy → Neutral
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10:30AM
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09:57AM
(The Wall Street Journal)
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Apr-21-24 08:00PM
(The Wall Street Journal)
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10:49AM
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(The Wall Street Journal)
Apr-15-24 09:40PM
05:46PM
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09:33AM
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Apr-14-24 09:31PM
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(The Wall Street Journal)
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(Investor's Business Daily)
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(Investor's Business Daily)
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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Benioff Marc Chair and CEO May 02 '24 Sale 271.11 15,000 4,066,627 12,692,327 May 03 04:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer May 01 '24 Sale 268.12 50,051 13,419,732 21,223 May 02 05:30 PM Benioff Marc Chair and CEO May 01 '24 Sale 269.53 15,000 4,043,016 12,707,327 May 02 05:11 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Option Exercise 118.04 4,200 495,768 119,962 May 01 04:47 PM Benioff Marc Chair and CEO Apr 30 '24 Sale 270.92 15,000 4,063,849 12,722,327 May 01 04:40 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Sale 270.93 4,200 1,137,894 115,762 May 01 04:47 PM Benioff Marc Chair and CEO Apr 29 '24 Sale 274.79 15,000 4,121,914 12,737,327 Apr 30 05:28 PM Benioff Marc Chair and CEO Apr 26 '24 Sale 275.07 15,000 4,126,113 12,752,327 Apr 29 05:41 PM Benioff Marc Chair and CEO Apr 25 '24 Sale 271.63 15,000 4,074,497 12,767,327 Apr 26 04:16 PM Benioff Marc Chair and CEO Apr 24 '24 Sale 276.65 15,000 4,149,748 12,782,327 Apr 25 04:25 PM Millham Brian President and COO Apr 24 '24 Sale 278.00 4,204 1,168,712 0 Apr 25 04:29 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Option Exercise 118.04 4,200 495,768 119,962 Apr 24 05:21 PM Benioff Marc Chair and CEO Apr 23 '24 Sale 273.90 15,000 4,108,442 12,797,327 Apr 24 05:14 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 23 '24 Sale 273.15 8,281 2,261,973 18,787 Apr 23 09:37 PM Millham Brian President and COO Apr 23 '24 Sale 273.15 4,241 1,158,438 4,204 Apr 23 09:21 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.87 4,200 1,150,243 115,762 Apr 24 05:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 23 '24 Sale 273.15 4,147 1,132,762 71,274 Apr 23 09:24 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.15 4,147 1,132,762 115,762 Apr 23 09:26 PM Weaver Amy E President and CFO Apr 23 '24 Sale 273.15 4,096 1,118,831 49,290 Apr 23 09:18 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 23 '24 Sale 273.15 2,425 662,394 5,856 Apr 23 09:42 PM Millham Brian President and COO Apr 22 '24 Option Exercise 76.04 14,246 1,083,262 8,445 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Option Exercise 39.97 11,148 445,619 75,421 Apr 23 09:24 PM Weaver Amy E President and CFO Apr 22 '24 Option Exercise 0.00 8,155 0 53,386 Apr 23 09:18 PM Harris Parker Co-Founder and CTO, Slack Apr 22 '24 Option Exercise 0.00 8,257 0 119,909 Apr 23 09:26 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 22 '24 Option Exercise 0.00 7,605 0 27,068 Apr 23 09:37 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 22 '24 Option Exercise 0.00 2,370 0 8,281 Apr 23 09:42 PM Benioff Marc Chair and CEO Apr 22 '24 Sale 274.03 15,000 4,110,502 12,812,327 Apr 23 04:23 PM Millham Brian President and COO Apr 22 '24 Sale 279.10 5,801 1,619,059 0 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Sale 279.10 2,891 806,878 67,164 Apr 23 09:24 PM Benioff Marc Chair and CEO Apr 19 '24 Sale 270.94 15,000 4,064,172 12,827,327 Apr 22 05:48 PM Benioff Marc Chair and CEO Apr 18 '24 Sale 272.59 15,000 4,088,897 12,842,327 Apr 19 04:38 PM Benioff Marc Chair and CEO Apr 17 '24 Sale 276.83 15,000 4,152,411 12,857,327 Apr 18 04:33 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Option Exercise 118.04 4,200 495,768 121,716 Apr 17 06:38 PM Benioff Marc Chair and CEO Apr 16 '24 Sale 275.66 41,394 11,410,612 12,872,327 Apr 17 06:35 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Sale 275.73 10,064 2,774,985 111,652 Apr 17 06:38 PM Weaver Amy E President and CFO Apr 16 '24 Sale 274.77 5,864 1,611,266 45,231 Apr 17 06:40 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 16 '24 Sale 274.77 5,864 1,611,266 67,164 Apr 17 06:44 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 16 '24 Sale 274.77 3,910 1,074,360 19,463 Apr 17 06:46 PM Benioff Marc Chair and CEO Apr 15 '24 Sale 278.06 15,000 4,170,903 12,913,721 Apr 16 05:18 PM Benioff Marc Chair and CEO Apr 12 '24 Sale 295.74 15,000 4,436,045 12,928,721 Apr 15 05:19 PM Benioff Marc Chair and CEO Apr 11 '24 Sale 298.37 15,000 4,475,480 12,943,721 Apr 12 05:09 PM Benioff Marc Chair and CEO Apr 10 '24 Sale 299.42 15,000 4,491,274 12,958,721 Apr 11 05:18 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 09 '24 Sale 301.74 15,000 4,526,080 12,921,166 Apr 10 05:01 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Sale 301.75 4,200 1,267,364 105,837 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 08 '24 Sale 302.03 15,000 4,530,433 12,936,166 Apr 09 04:31 PM Benioff Marc Chair and CEO Apr 05 '24 Sale 300.14 15,000 4,502,110 12,951,166 Apr 08 04:22 PM Benioff Marc Chair and CEO Apr 04 '24 Sale 299.97 15,000 4,499,532 12,966,166 Apr 05 04:48 PM Benioff Marc Chair and CEO Apr 03 '24 Sale 305.42 15,000 4,581,232 12,981,166 Apr 04 04:17 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 03 04:27 PM Benioff Marc Chair and CEO Apr 02 '24 Sale 300.87 15,000 4,513,113 12,996,166 Apr 03 04:24 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Sale 300.82 4,200 1,263,425 105,837 Apr 03 04:27 PM Millham Brian President and COO Apr 01 '24 Option Exercise 186.51 24,453 4,560,729 24,453 Apr 02 04:17 PM Millham Brian President and COO Apr 01 '24 Sale 302.08 24,453 7,386,863 0 Apr 02 04:17 PM Benioff Marc Chair and CEO Apr 01 '24 Sale 301.72 15,000 4,525,774 13,011,166 Apr 02 04:12 PM Benioff Marc Chair and CEO Mar 28 '24 Sale 301.01 15,000 4,515,164 13,026,166 Mar 29 04:48 PM Benioff Marc Chair and CEO Mar 27 '24 Sale 301.45 15,000 4,521,824 13,041,166 Mar 28 05:42 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Option Exercise 118.04 4,200 495,768 110,037 Mar 27 04:54 PM Benioff Marc Chair and CEO Mar 26 '24 Sale 306.38 15,000 4,595,651 13,056,166 Mar 27 04:46 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Sale 306.50 4,200 1,287,290 105,837 Mar 27 04:54 PM Millham Brian President and COO Mar 26 '24 Sale 307.50 1,663 511,372 0 Mar 27 04:51 PM Benioff Marc Chair and CEO Mar 25 '24 Sale 305.86 15,000 4,587,872 13,071,166 Mar 26 08:59 PM Millham Brian President and COO Mar 25 '24 Sale 305.46 1,679 512,863 1,663 Mar 26 09:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 25 '24 Sale 305.46 942 287,741 61,349 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 25 '24 Sale 305.46 942 287,741 39,416 Mar 26 08:43 PM Harris Parker Co-Founder and CTO, Slack Mar 25 '24 Sale 305.46 942 287,741 105,837 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 25 '24 Sale 305.46 66 20,160 5,911 Mar 26 09:11 PM Millham Brian President and COO Mar 22 '24 Option Exercise 223.63 14,516 3,246,210 14,516 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 193.48 7,075 1,368,839 45,558 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 22 08:08 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 0.00 1,875 0 62,291 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 0.00 1,875 0 40,358 Mar 26 08:43 PM Millham Brian President and COO Mar 22 '24 Option Exercise 0.00 3,342 0 3,342 Mar 26 09:03 PM Harris Parker Co-Founder and CTO, Slack Mar 22 '24 Option Exercise 0.00 1,875 0 106,779 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 22 '24 Option Exercise 0.00 144 0 5,977 Mar 26 09:11 PM Benioff Marc Chair and CEO Mar 22 '24 Sale 308.36 15,000 4,625,446 13,086,166 Mar 25 04:48 PM Millham Brian President and COO Mar 22 '24 Sale 309.32 14,516 4,490,089 0 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Sale 309.32 7,075 2,188,439 38,483 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Sale 309.32 2,890 893,935 60,416 Mar 22 08:08 PM Benioff Marc Chair and CEO Mar 21 '24 Sale 309.64 15,000 4,644,619 13,101,166 Mar 22 05:23 PM Benioff Marc Chair and CEO Mar 20 '24 Sale 304.21 15,000 4,563,184 13,116,166 Mar 21 05:14 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 19 '24 Sale 299.59 15,000 4,493,875 13,131,166 Mar 20 04:11 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Sale 299.60 4,200 1,258,305 104,904 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 18 '24 Sale 298.88 15,000 4,483,262 13,146,166 Mar 19 05:00 PM Benioff Marc Chair and CEO Mar 15 '24 Sale 296.12 15,000 4,441,747 13,161,166 Mar 18 04:47 PM Benioff Marc Chair and CEO Mar 14 '24 Sale 304.29 15,000 4,564,395 13,176,166 Mar 15 04:07 PM Benioff Marc Chair and CEO Mar 13 '24 Sale 306.23 15,000 4,593,481 13,191,166 Mar 14 04:44 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 12 '24 Sale 306.43 15,000 4,596,444 13,206,166 Mar 13 04:17 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Sale 306.55 4,200 1,287,515 104,904 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 11 '24 Sale 304.97 15,000 4,574,535 13,221,166 Mar 12 05:26 PM Benioff Marc Chair and CEO Mar 08 '24 Sale 306.22 15,000 4,593,233 13,236,166 Mar 11 04:26 PM Benioff Marc Chair and CEO Mar 07 '24 Sale 303.24 15,000 4,548,670 13,251,166 Mar 08 05:09 PM Benioff Marc Chair and CEO Mar 06 '24 Sale 304.25 15,000 4,563,702 13,266,166 Mar 07 05:17 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 06 04:37 PM Benioff Marc Chair and CEO Mar 05 '24 Sale 301.77 15,000 4,526,519 13,281,166 Mar 06 04:29 PM Harris Parker Co-Founder and CTO, Slack Mar 05 '24 Sale 302.12 4,200 1,268,896 104,904 Mar 06 04:37 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 04 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 05 04:56 PM Benioff Marc Chair and CEO Mar 04 '24 Sale 315.64 15,000 4,734,665 13,296,166 Mar 05 04:50 PM
Index RUT P/E - EPS (ttm) -0.42 Insider Own 32.52% Shs Outstand 106.42M Perf Week -3.62%
Market Cap 284.78M Forward P/E 24.94 EPS next Y 0.11 Insider Trans 0.41% Shs Float 72.24M Perf Month -6.34%
Income -40.17M PEG - EPS next Q -0.02 Inst Own 54.03% Short Float 5.19% Perf Quarter -16.87%
Sales 193.40M P/S 1.47 EPS this Y -86.66% Inst Trans -5.18% Short Ratio 3.10 Perf Half Y -11.63%
Book/sh 0.49 P/B 5.39 EPS next Y 255.56% ROA -31.21% Short Interest 3.75M Perf Year -11.33%
Cash/sh 0.70 P/C 3.80 EPS next 5Y - ROE -80.83% 52W Range 2.31 - 5.37 Perf YTD -22.45%
Dividend Est. - P/FCF - EPS past 5Y -509.31% ROI -71.96% 52W High -50.47% Beta 1.92
Dividend TTM - Quick Ratio 2.67 Sales past 5Y 17.46% Gross Margin 69.77% 52W Low 15.40% ATR (14) 0.15
Dividend Ex-Date - Current Ratio 2.67 EPS Y/Y TTM -0.52% Oper. Margin -29.77% RSI (14) 46.94 Volatility 5.22% 5.07%
Employees 500 Debt/Eq 0.09 Sales Y/Y TTM 18.89% Profit Margin -20.77% Recom 1.56 Target Price 4.58
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q 44.76% Payout - Rel Volume 0.57 Prev Close 2.64
Sales Surprise 0.57% EPS Surprise 690.00% Sales Q/Q 31.77% Earnings May 07 AMC Avg Volume 1.21M Price 2.66
SMA20 -0.15% SMA50 -5.48% SMA200 -20.82% Trades
Volume 687,648 Change 0.76%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-11-24 Resumed JP Morgan
Overweight
$5
Oct-09-23 Resumed Barclays
Equal Weight
$5
Aug-28-23 Resumed Raymond James
Outperform
$5.50
May-17-22 Downgrade Goldman
Buy → Neutral
$8 → $3
Mar-30-22 Initiated Cantor Fitzgerald
Overweight
$7
Mar-01-22 Reiterated Needham
Buy
$13 → $8
Jan-07-22 Initiated Goldman
Buy
$8
Nov-12-21 Initiated JP Morgan
Overweight
$12
Oct-18-21 Initiated Raymond James
Outperform
$13
Oct-18-21 Initiated Needham
Buy
$13
Oct-18-21 Initiated Barclays
Equal Weight
$9
Oct-15-21 Initiated JMP Securities
Mkt Outperform
$13
Oct-04-21 Initiated Canaccord Genuity
Buy
$14
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Nerdy, Inc. engages in the business of operating a platform for live online learning. The firm is also involved in providing a purpose-built proprietary platform that leverages technology including artificial intelligence, to connect students, users, parents, guardians, and purchasers of all ages to tutors, instructors, subject matter experts, educators, and other professionals delivering superior value on both sides of the network. The company was founded by Charles K. Cohn in October 2007 and is headquartered in St. Louis, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Swenson Christopher C. Chief Legal Officer Apr 22 '24 Sale 2.53 30,000 75,900 1,203,248 Apr 24 05:20 PM Pello Jason H. Chief Financial Officer Mar 25 '24 Sale 3.06 29,195 89,337 1,476,049 Mar 26 05:03 PM Swenson Christopher C. Chief Legal Officer Mar 18 '24 Sale 2.96 25,000 74,000 1,233,248 Mar 20 05:04 PM Cohn Charles K. Chief Executive Officer Mar 15 '24 Buy 2.99 75,000 224,250 260,704 Mar 19 08:48 AM Cohn Charles K. Chief Executive Officer Mar 14 '24 Buy 2.84 75,000 213,000 223,204 Mar 18 09:11 AM Cohn Charles K. Chief Executive Officer Mar 13 '24 Buy 2.79 75,000 209,250 185,704 Mar 15 09:01 AM Cohn Charles K. Chief Executive Officer Mar 12 '24 Buy 2.79 75,000 209,250 148,204 Mar 14 08:43 AM Cohn Charles K. Chief Executive Officer Mar 11 '24 Buy 2.88 67,991 195,814 10,855,579 Mar 13 09:01 AM Pello Jason H. Chief Financial Officer Feb 21 '24 Sale 3.13 41,896 131,134 1,505,244 Feb 22 07:43 PM Swenson Christopher C. Chief Legal Officer Jan 22 '24 Sale 3.15 30,000 94,500 1,258,248 Jan 24 05:54 PM Pello Jason H. Chief Financial Officer Dec 18 '23 Sale 3.05 31,098 94,849 1,547,140 Dec 20 11:34 AM Pello Jason H. Chief Financial Officer Nov 16 '23 Sale 2.51 37,351 93,751 1,578,238 Nov 20 07:43 PM Swenson Christopher C. Chief Legal Officer Sep 25 '23 Sale 3.24 30,000 97,200 1,287,176 Sep 27 05:24 PM Pello Jason H. Chief Financial Officer Sep 18 '23 Sale 3.68 31,735 116,785 1,602,460 Sep 20 05:02 PM Cohn Charles K. Chief Executive Officer Sep 05 '23 Buy 4.85 10,327 50,086 10,787,588 Sep 06 08:46 AM Cohn Charles K. Chief Executive Officer Sep 01 '23 Buy 4.80 15,650 75,120 10,777,261 Sep 05 09:02 AM Cohn Charles K. Chief Executive Officer Aug 31 '23 Buy 4.71 15,955 75,148 10,761,611 Sep 01 08:44 AM Cohn Charles K. Chief Executive Officer Aug 30 '23 Buy 4.63 16,190 74,960 10,745,656 Aug 31 08:34 AM Cohn Charles K. Chief Executive Officer Aug 29 '23 Buy 4.72 15,900 75,048 10,729,466 Aug 30 08:06 AM Cohn Charles K. Chief Executive Officer Aug 28 '23 Buy 4.95 15,160 75,042 10,713,566 Aug 29 08:41 AM Cohn Charles K. Chief Executive Officer Aug 25 '23 Buy 4.57 16,455 75,199 10,698,406 Aug 28 07:51 AM Cohn Charles K. Chief Executive Officer Aug 24 '23 Buy 4.55 16,502 75,084 10,681,951 Aug 25 08:02 AM Cohn Charles K. Chief Executive Officer Aug 23 '23 Buy 4.39 17,090 75,025 10,665,449 Aug 24 07:54 AM Pello Jason H. Chief Financial Officer Aug 16 '23 Sale 4.22 37,428 157,946 1,634,195 Aug 21 04:14 PM Swenson Christopher C. Chief Legal Officer Aug 04 '23 Sale 5.25 3,000 15,750 1,317,176 Aug 04 06:26 PM Swenson Christopher C. Chief Legal Officer Jun 26 '23 Sale 3.90 35,000 136,500 1,320,176 Jun 27 09:20 AM Cohn Charles K. Chief Executive Officer Jun 15 '23 Buy 3.92 26,000 101,920 10,648,359 Jun 20 09:02 AM Cohn Charles K. Chief Executive Officer Jun 14 '23 Buy 3.86 19,000 73,340 10,622,359 Jun 15 09:09 AM Cohn Charles K. Chief Executive Officer Jun 13 '23 Buy 3.58 21,500 76,970 10,603,359 Jun 14 08:51 AM Cohn Charles K. Chief Executive Officer Jun 12 '23 Buy 3.14 24,000 75,360 10,581,859 Jun 13 09:20 AM Cohn Charles K. Chief Executive Officer Jun 09 '23 Buy 3.10 23,100 71,610 10,557,859 Jun 12 09:21 AM Cohn Charles K. Chief Executive Officer Jun 08 '23 Buy 3.11 25,000 77,750 10,534,759 Jun 09 09:05 AM Cohn Charles K. Chief Executive Officer Jun 07 '23 Buy 3.03 25,000 75,750 10,509,759 Jun 08 09:20 AM Cohn Charles K. Chief Executive Officer Jun 06 '23 Buy 2.74 27,600 75,624 10,484,759 Jun 07 09:19 AM Pello Jason H. Chief Financial Officer May 16 '23 Sale 3.31 34,250 113,368 859,934 May 19 04:01 PM
Index RUT P/E 8.83 EPS (ttm) 11.71 Insider Own 65.64% Shs Outstand 1.82M Perf Week 1.45%
Market Cap 185.18M Forward P/E - EPS next Y - Insider Trans -2.77% Shs Float 0.62M Perf Month 3.44%
Income 28.10M PEG - EPS next Q - Inst Own 11.47% Short Float 0.57% Perf Quarter 3.38%
Sales 122.14M P/S 1.52 EPS this Y - Inst Trans 13.88% Short Ratio 1.79 Perf Half Y -1.66%
Book/sh 88.43 P/B 1.17 EPS next Y - ROA 10.45% Short Interest 0.00M Perf Year 24.53%
Cash/sh 6.18 P/C 16.74 EPS next 5Y - ROE 18.65% 52W Range 80.63 - 120.00 Perf YTD -2.73%
Dividend Est. - P/FCF - EPS past 5Y 16.09% ROI 17.46% 52W High -13.79% Beta 0.53
Dividend TTM - Quick Ratio 0.49 Sales past 5Y 8.74% Gross Margin 32.53% 52W Low 28.30% ATR (14) 2.09
Dividend Ex-Date - Current Ratio 0.49 EPS Y/Y TTM -39.16% Oper. Margin 19.72% RSI (14) 55.58 Volatility 2.65% 1.40%
Employees 115 Debt/Eq 0.00 Sales Y/Y TTM -10.92% Profit Margin 23.01% Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 0.00 EPS Q/Q -35.24% Payout 0.00% Rel Volume 0.17 Prev Close 103.80
Sales Surprise - EPS Surprise - Sales Q/Q 48.75% Earnings - Avg Volume 1.97K Price 103.45
SMA20 2.39% SMA50 3.26% SMA200 1.65% Trades
Volume 325 Change -0.34%
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PrimeEnergy Resources Corp. is an independent oil and natural gas company, which engages in the business of acquiring, developing, and producing oil and natural gas. The firm is also involved in selling oil and natural gas and liquids production to a number of direct purchasers under direct contracts or through other operators under joint operating agreements. The company was founded on March 22, 1973 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
HURT CLINT Director Apr 24 '24 Sale 100.00 874 87,400 145,763 Apr 25 05:25 PM HURT CLINT Director Apr 23 '24 Sale 100.06 1,190 119,071 146,637 Apr 24 05:18 PM HURT CLINT Director Apr 22 '24 Sale 100.01 3,368 336,834 147,827 Apr 24 05:18 PM HURT CLINT Director Apr 19 '24 Sale 100.06 3,000 300,180 151,195 Apr 22 06:06 PM HURT CLINT Director Apr 18 '24 Sale 100.15 1,568 157,035 154,195 Apr 22 06:06 PM DE ROTHSCHILD ROBERT 10% Owner Mar 12 '24 Sale 92.00 18,000 1,656,000 295,518 Mar 14 10:34 AM DE ROTHSCHILD ROBERT 10% Owner Nov 29 '23 Sale 106.00 2,022 214,332 313,518 Nov 29 09:15 PM DE ROTHSCHILD ROBERT 10% Owner Nov 28 '23 Sale 106.00 101 10,706 315,540 Nov 29 09:15 PM DE ROTHSCHILD ROBERT 10% Owner Nov 27 '23 Sale 106.00 1,877 198,962 315,641 Nov 29 09:15 PM DE ROTHSCHILD ROBERT 10% Owner Nov 08 '23 Sale 104.00 4 416 317,518 Nov 08 07:13 PM DE ROTHSCHILD ROBERT 10% Owner Nov 06 '23 Sale 107.05 1,440 154,145 317,522 Nov 08 07:13 PM DE ROTHSCHILD ROBERT 10% Owner Oct 31 '23 Sale 107.00 1,405 150,335 318,962 Nov 02 08:37 PM DE ROTHSCHILD ROBERT 10% Owner Oct 30 '23 Sale 107.03 1,247 133,463 320,367 Oct 30 08:33 PM DE ROTHSCHILD ROBERT 10% Owner Oct 27 '23 Sale 107.00 454 48,579 321,614 Oct 30 08:33 PM DE ROTHSCHILD ROBERT 10% Owner Oct 26 '23 Sale 108.00 278 30,025 322,068 Oct 30 08:33 PM DE ROTHSCHILD ROBERT 10% Owner Oct 25 '23 Sale 108.00 477 51,517 322,346 Oct 25 08:39 PM DE ROTHSCHILD ROBERT 10% Owner Oct 24 '23 Sale 108.44 1,161 125,896 322,823 Oct 25 08:39 PM DE ROTHSCHILD ROBERT 10% Owner Oct 23 '23 Sale 109.48 5,271 577,079 323,984 Oct 25 08:39 PM DE ROTHSCHILD ROBERT 10% Owner Oct 17 '23 Sale 109.14 139 15,171 329,255 Oct 18 04:57 PM DE ROTHSCHILD ROBERT 10% Owner Oct 16 '23 Sale 109.88 1,902 208,991 329,394 Oct 18 04:57 PM HURT CLINT Director Sep 07 '23 Sale 98.00 1,216 119,168 155,733 Sep 08 02:45 PM HURT CLINT Director Sep 06 '23 Sale 98.00 2,160 211,686 156,949 Sep 08 02:45 PM HURT CLINT Director Aug 31 '23 Sale 98.00 3 294 159,109 Sep 01 12:31 PM HURT CLINT Director Jun 23 '23 Sale 98.02 1,621 158,890 159,112 Jun 27 06:56 PM HURT CLINT Director Jun 22 '23 Sale 98.00 2,218 217,364 160,733 Jun 23 06:51 PM HURT CLINT Director Jun 21 '23 Sale 98.03 479 46,956 162,951 Jun 23 06:51 PM HURT CLINT Director Jun 07 '23 Sale 98.00 314 30,772 163,430 Jun 08 05:27 PM HURT CLINT Director Jun 06 '23 Sale 98.00 228 22,344 163,744 Jun 08 05:27 PM HURT CLINT Director Jun 05 '23 Sale 98.03 1,761 172,631 164,002 Jun 08 05:27 PM
Index RUT P/E 8.52 EPS (ttm) 1.60 Insider Own 1.99% Shs Outstand 102.11M Perf Week 0.89%
Market Cap 1.40B Forward P/E 9.51 EPS next Y 1.44 Insider Trans -0.80% Shs Float 100.21M Perf Month 2.47%
Income 164.39M PEG 1.06 EPS next Q 0.35 Inst Own 73.32% Short Float 1.18% Perf Quarter 0.96%
Sales 658.10M P/S 2.12 EPS this Y -9.28% Inst Trans 0.49% Short Ratio 2.26 Perf Half Y 11.59%
Book/sh 13.03 P/B 1.05 EPS next Y 2.86% ROA 1.44% Short Interest 1.18M Perf Year 13.35%
Cash/sh - P/C - EPS next 5Y 8.00% ROE 12.85% 52W Range 11.16 - 15.90 Perf YTD -11.46%
Dividend Est. 0.53 (3.86%) P/FCF 9.93 EPS past 5Y 7.32% ROI 10.82% 52W High -14.00% Beta 0.85
Dividend TTM 0.63 (4.61%) Quick Ratio - Sales past 5Y 11.71% Gross Margin - 52W Low 22.49% ATR (14) 0.33
Dividend Ex-Date May 02, 2024 Current Ratio 0.09 EPS Y/Y TTM 12.81% Oper. Margin 32.03% RSI (14) 57.91 Volatility 1.94% 2.21%
Employees 1437 Debt/Eq 0.55 Sales Y/Y TTM 39.68% Profit Margin 24.98% Recom 1.86 Target Price 15.92
Option/Short Yes / Yes LT Debt/Eq 0.14 EPS Q/Q 21.29% Payout 32.09% Rel Volume 0.68 Prev Close 13.59
Sales Surprise -2.67% EPS Surprise 3.18% Sales Q/Q 23.32% Earnings Apr 23 BMO Avg Volume 524.26K Price 13.67
SMA20 3.75% SMA50 3.01% SMA200 1.70% Trades
Volume 355,049 Change 0.59%
Date
Action
Analyst
Rating Change
Price Target Change
May-19-23 Upgrade Stephens
Equal-Weight → Overweight
$14
Feb-21-23 Downgrade Raymond James
Outperform → Mkt Perform
Sep-29-22 Initiated Janney
Buy
$16
Aug-03-22 Downgrade Stephens
Overweight → Equal-Weight
$15.50
Jul-07-22 Downgrade Raymond James
Outperform → Mkt Perform
Jan-27-22 Upgrade B. Riley Securities
Neutral → Buy
$16 → $19
Oct-28-21 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$16 → $19
Jul-28-21 Resumed Keefe Bruyette
Mkt Perform
$16
Mar-31-21 Initiated Stephens
Overweight
$16.50
Jan-11-21 Upgrade DA Davidson
Neutral → Buy
Nov-10-20 Downgrade Boenning & Scattergood
Outperform → Neutral
Nov-03-20 Reiterated B. Riley Securities
Neutral
$9 → $10
Sep-24-20 Initiated Boenning & Scattergood
Outperform
$10
May-13-20 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$12 → $9
May-01-20 Downgrade Piper Sandler
Overweight → Neutral
$10
Mar-25-20 Downgrade B. Riley FBR
Buy → Neutral
$16 → $9
Oct-11-19 Initiated RBC Capital Mkts
Outperform
$16
Nov-08-18 Upgrade B. Riley FBR
Neutral → Buy
$18 → $16
Oct-25-18 Upgrade Sandler O'Neill
Hold → Buy
Aug-30-18 Initiated Sandler O'Neill
Hold
$18
Show Previous Ratings
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First Commonwealth Financial Corp. is a holding company, which engages in the provision of consumer and commercial banking services. The firm is also involved in providing trust and wealth management services and offers insurance products. The company was founded on November 15, 1982 and is headquartered in Indiana, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KARRIP BRIAN G EVP/Chief Credit Officer Feb 26 '24 Sale 13.09 8,926 116,841 52,036 Feb 27 04:10 PM Riggle Carrie L EVP/Human Resources Nov 03 '23 Sale 13.21 7,563 99,907 46,309 Nov 06 09:00 AM CHARLEY RAY T Director Oct 27 '23 Sale 12.02 875 10,518 328,550 Oct 30 09:06 AM
Index RUT P/E 7.70 EPS (ttm) 4.80 Insider Own 4.05% Shs Outstand 35.49M Perf Week 0.08%
Market Cap 1.30B Forward P/E 7.35 EPS next Y 5.03 Insider Trans -20.26% Shs Float 33.73M Perf Month -0.27%
Income 163.87M PEG 0.51 EPS next Q 0.87 Inst Own 94.78% Short Float 13.40% Perf Quarter 15.75%
Sales 2.82B P/S 0.46 EPS this Y 5.28% Inst Trans -1.72% Short Ratio 10.37 Perf Half Y 46.88%
Book/sh 15.80 P/B 2.34 EPS next Y 14.35% ROA 8.02% Short Interest 4.52M Perf Year 61.37%
Cash/sh 0.61 P/C 60.84 EPS next 5Y 15.00% ROE 33.40% 52W Range 16.85 - 41.94 Perf YTD 20.31%
Dividend Est. 0.28 (0.76%) P/FCF 8.35 EPS past 5Y - ROI 16.16% 52W High -11.85% Beta 1.94
Dividend TTM 0.28 (0.76%) Quick Ratio 0.33 Sales past 5Y 1.70% Gross Margin 44.37% 52W Low 119.41% ATR (14) 1.18
Dividend Ex-Date Dec 20, 2023 Current Ratio 1.06 EPS Y/Y TTM -3.39% Oper. Margin 7.15% RSI (14) 51.04 Volatility 2.66% 2.68%
Employees 9200 Debt/Eq 1.33 Sales Y/Y TTM -5.08% Profit Margin 5.82% Recom 1.50 Target Price 44.67
Option/Short Yes / Yes LT Debt/Eq 0.81 EPS Q/Q 39.04% Payout 5.84% Rel Volume 0.68 Prev Close 36.57
Sales Surprise 0.40% EPS Surprise 0.70% Sales Q/Q 0.10% Earnings Mar 19 BMO Avg Volume 436.07K Price 36.97
SMA20 2.14% SMA50 -1.71% SMA200 19.66% Trades
Volume 295,285 Change 1.09%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-07-24 Initiated KeyBanc Capital Markets
Sector Weight
May-25-23 Downgrade Piper Sandler
Overweight → Neutral
$35 → $25
Feb-21-23 Upgrade Piper Sandler
Neutral → Overweight
$26 → $35
Oct-25-22 Initiated Piper Sandler
Neutral
$28
Jun-24-22 Initiated Seaport Research Partners
Buy
$35
Jun-01-21 Upgrade CL King
Neutral → Buy
$29
Jul-10-20 Upgrade Susquehanna
Negative → Positive
Jun-08-20 Downgrade Susquehanna
Neutral → Negative
$7
Mar-13-20 Downgrade Susquehanna
Positive → Neutral
$9
Jan-29-20 Downgrade Needham
Buy → Hold
Nov-21-19 Reiterated Needham
Buy
$28 → $26
Jul-22-19 Upgrade Susquehanna
Neutral → Positive
$22 → $23
Apr-22-19 Upgrade Needham
Hold → Buy
$32
Apr-22-19 Upgrade Needham
Hold → Buy
Apr-10-19 Upgrade Loop Capital
Hold → Buy
$26 → $32
Jun-22-18 Initiated Needham
Hold
Jun-08-18 Initiated Loop Capital
Hold
$37
Jan-23-18 Downgrade Susquehanna
Positive → Neutral
Nov-22-17 Reiterated Wedbush
Outperform
$32
May-30-17 Upgrade Susquehanna
Neutral → Positive
Show Previous Ratings
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(Thomson Reuters StreetEvents) +7.74%
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10:10AM
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07:55AM
06:49AM
06:40AM
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Caleres, Inc. engages in the provision of athletic, casual, and dress footwear products. It operates through the Famous Footwear and Brand Portfolio segments. The Famous Footwear segment provides branded footwear for the entire family. The Brand Portfolio segment sources, manufactures, and markets branded, licensed, and private-labeled footwear primarily to online retailers, national chains, department stores, mass merchandisers, and independent retailers. The company was founded by George Warren Brown in 1878 and is headquartered in St. Louis, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SULLIVAN DIANE M Executive Chair Apr 24 '24 Sale 37.09 6,856 254,314 254,668 Apr 26 02:59 PM SULLIVAN DIANE M Executive Chair Apr 23 '24 Sale 37.42 24,499 916,707 261,524 Apr 24 05:12 PM SULLIVAN DIANE M Executive Chair Apr 22 '24 Sale 35.99 12,126 436,411 286,023 Apr 24 05:12 PM Freidman Daniel R Chief Sourcing Officer Apr 08 '24 Sale 37.00 15,000 555,000 64,167 Apr 10 04:43 PM Schmitt Mark A SVP, Chief Logistics Officer Mar 25 '24 Sale 41.01 18,373 753,457 50,847 Apr 04 09:42 AM Schmidt John W President & CEO, Caleres Mar 04 '24 Sale 38.71 25,332 980,498 335,663 Mar 06 06:55 PM Schmidt John W President & CEO, Caleres Feb 08 '24 Sale 33.29 12,668 421,724 360,995 Feb 12 07:28 PM Schmidt John W President & CEO, Caleres Jan 11 '24 Sale 30.16 12,668 382,120 373,663 Jan 12 08:33 PM Hill Willis Chief Information Officer Jan 09 '24 Sale 30.12 14,000 421,735 45,214 Jan 11 04:54 PM Hill Willis Chief Information Officer Jan 08 '24 Sale 30.07 1,650 49,616 59,214 Jan 10 05:03 PM Schmitt Mark A SVP, Chief Logistics Officer Dec 21 '23 Sale 30.76 21,282 654,711 72,068 Dec 26 01:19 PM Schmitt Mark A SVP, Chief Logistics Officer Dec 19 '23 Sale 30.66 1,650 50,589 93,350 Dec 21 04:21 PM Hasty Todd E SVP, Chief Accounting Officer Dec 04 '23 Sale 31.50 5,599 176,368 22,414 Dec 05 05:27 PM SULLIVAN DIANE M Executive Chair Nov 30 '23 Sale 30.55 13,151 401,714 392,256 Dec 04 06:15 PM SULLIVAN DIANE M Executive Chair Nov 29 '23 Sale 30.98 41,811 1,295,305 405,407 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 28 '23 Sale 29.60 14,494 429,024 447,218 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 27 '23 Sale 29.15 15,117 440,724 461,712 Nov 29 06:08 PM SULLIVAN DIANE M Executive Chair Nov 24 '23 Sale 28.58 8,226 235,114 476,829 Nov 27 05:13 PM SULLIVAN DIANE M Executive Chair Nov 22 '23 Sale 28.91 16,426 474,863 485,055 Nov 27 05:13 PM SULLIVAN DIANE M Executive Chair Nov 21 '23 Sale 30.46 62,202 1,894,724 501,481 Nov 22 11:30 AM Schmidt John W President & CEO, Caleres Nov 21 '23 Sale 30.65 1,000 30,650 2,500 Mar 06 06:55 PM SULLIVAN DIANE M Executive Chair Nov 20 '23 Sale 27.56 943 25,990 563,683 Nov 21 05:37 PM SULLIVAN DIANE M Executive Chair Nov 17 '23 Sale 27.53 500 13,765 564,626 Nov 21 05:37 PM SULLIVAN DIANE M Executive Chair Nov 15 '23 Sale 27.89 2,540 70,843 565,126 Nov 16 06:01 PM SULLIVAN DIANE M Executive Chair Nov 14 '23 Sale 27.65 4,265 117,923 567,666 Nov 16 06:01 PM SULLIVAN DIANE M Executive Chair Nov 03 '23 Sale 27.88 11,265 314,050 571,931 Nov 07 03:47 PM SULLIVAN DIANE M Executive Chair Oct 11 '23 Sale 27.92 2,859 79,814 583,196 Oct 12 05:27 PM SULLIVAN DIANE M Executive Chair Oct 10 '23 Sale 27.93 17,458 487,622 586,055 Oct 12 05:27 PM SULLIVAN DIANE M Executive Chair Oct 09 '23 Sale 26.47 9,417 249,253 603,513 Oct 10 10:13 AM SULLIVAN DIANE M Executive Chair Oct 06 '23 Sale 26.52 12,443 329,981 612,930 Oct 10 10:13 AM SULLIVAN DIANE M Executive Chair Oct 05 '23 Sale 26.73 12,553 335,492 625,373 Oct 06 12:05 PM SULLIVAN DIANE M Executive Chair Oct 04 '23 Sale 27.13 14,707 399,001 637,926 Oct 06 12:05 PM SULLIVAN DIANE M Executive Chair Oct 03 '23 Sale 27.94 12,026 336,006 652,633 Oct 04 01:44 PM SULLIVAN DIANE M Executive Chair Oct 02 '23 Sale 28.48 14,337 408,318 664,659 Oct 04 01:44 PM Koch Douglas SVP, Chief HR Officer Sep 05 '23 Sale 27.93 12,350 344,879 62,649 Sep 06 05:52 PM Freidman Daniel R Chief Sourcing Officer Aug 31 '23 Sale 28.00 5,000 140,000 76,311 Sep 01 04:32 PM Hasty Todd E SVP, Chief Accounting Officer Jul 11 '23 Sale 25.00 5,800 145,000 31,513 Jul 12 01:49 PM Hill Willis Chief Information Officer Jun 23 '23 Sale 24.80 8,000 198,432 60,792 Jun 26 06:17 PM Hendra Carla C Director Jun 08 '23 Sale 20.36 2,493 50,746 0 Jun 26 06:19 PM Hendra Carla C Director Jun 07 '23 Sale 19.71 2,536 49,973 2,493 Jun 26 06:19 PM
Index RUT P/E 109.80 EPS (ttm) 0.28 Insider Own 2.91% Shs Outstand 62.74M Perf Week 1.03%
Market Cap 1.95B Forward P/E 10.09 EPS next Y 3.10 Insider Trans -13.71% Shs Float 60.56M Perf Month 0.48%
Income 17.81M PEG 11.04 EPS next Q 0.54 Inst Own 96.27% Short Float 2.96% Perf Quarter 7.54%
Sales 910.39M P/S 2.14 EPS this Y 5.49% Inst Trans 0.27% Short Ratio 3.31 Perf Half Y 67.11%
Book/sh 13.23 P/B 2.36 EPS next Y 7.52% ROA 1.70% Short Interest 1.79M Perf Year -8.81%
Cash/sh 3.90 P/C 8.01 EPS next 5Y 9.95% ROE 3.02% 52W Range 18.41 - 40.28 Perf YTD 15.61%
Dividend Est. - P/FCF 14.49 EPS past 5Y -22.59% ROI 1.04% 52W High -22.42% Beta 1.24
Dividend TTM - Quick Ratio 1.32 Sales past 5Y -4.18% Gross Margin 67.27% 52W Low 69.74% ATR (14) 1.00
Dividend Ex-Date - Current Ratio 1.36 EPS Y/Y TTM 411.39% Oper. Margin 11.08% RSI (14) 55.20 Volatility 2.81% 3.06%
Employees 3700 Debt/Eq 0.36 Sales Y/Y TTM 0.90% Profit Margin 1.96% Recom 1.86 Target Price 36.17
Option/Short Yes / Yes LT Debt/Eq 0.35 EPS Q/Q 217.92% Payout 0.00% Rel Volume 1.11 Prev Close 30.78
Sales Surprise 1.02% EPS Surprise 10.15% Sales Q/Q 12.22% Earnings Mar 27 AMC Avg Volume 540.93K Price 31.25
SMA20 2.85% SMA50 1.31% SMA200 10.58% Trades
Volume 598,995 Change 1.53%
Date
Action
Analyst
Rating Change
Price Target Change
Sep-07-23 Downgrade Oppenheimer
Outperform → Perform
Sep-07-23 Downgrade Evercore ISI
Outperform → In-line
$50 → $28
Jan-05-23 Downgrade Jefferies
Buy → Hold
$45 → $40
Apr-12-22 Downgrade Goldman
Buy → Neutral
$57
Sep-01-21 Initiated Cowen
Outperform
$75
Jun-02-21 Initiated Evercore ISI
Outperform
$75
Dec-10-20 Reiterated Needham
Buy
$64 → $66
Nov-12-19 Initiated Goldman
Buy
$58
Oct-23-19 Initiated Needham
Buy
$53
May-31-19 Reiterated Imperial Capital
Outperform
$65 → $69
Mar-29-19 Reiterated Imperial Capital
Outperform
$58 → $65
Jan-10-19 Initiated Jefferies
Buy
$53
Dec-11-18 Reiterated Imperial Capital
Outperform
$49.50 → $58
Oct-19-18 Initiated Wedbush
Outperform
$58
May-31-18 Upgrade Imperial Capital
In-line → Outperform
$47 → $49.50
May-31-18 Reiterated Imperial Capital
Outperform
$47 → $49.50
Jun-09-17 Reiterated Imperial Capital
In-line
$45 → $47
Jun-08-17 Reiterated RBC Capital Mkts
Outperform
$44 → $48
Mar-31-17 Downgrade Imperial Capital
Outperform → In-line
$43 → $45
Mar-29-17 Reiterated RBC Capital Mkts
Outperform
$37 → $44
Show Previous Ratings
Apr-30-24 05:52PM
05:32PM
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Verint Systems, Inc. engages in providing actionable intelligence. It operates through the following segments: Customer Engagement Solutions and Cyber Intelligence Solutions. The Customer Engagement segment includes customer-centric organizations optimize customer engagement, increase customer loyalty, and maximize revenue opportunities, while generating operational efficiencies, reducing cost, and mitigating risk. The Cyber Intelligence Solutions segment addresses the security intelligence market. The company was founded by Daniel Bodner in February 1994 and is headquartered in Melville, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BODNER DAN Chairman & CEO Apr 23 '24 Sale 30.00 35,039 1,051,170 991,748 Apr 23 09:01 PM BODNER DAN Chairman & CEO Apr 15 '24 Sale 30.09 44,335 1,334,040 898,234 Apr 16 04:21 PM MORIAH ELAN President Apr 15 '24 Sale 30.09 9,880 297,289 91,877 Apr 16 04:49 PM FANTE PETER Chief Administrative Officer Apr 15 '24 Sale 30.09 6,244 187,882 50,511 Apr 16 04:23 PM Highlander Grant A Chief Financial Officer Apr 15 '24 Sale 30.09 2,062 62,046 82,442 Apr 16 05:34 PM Nottenburg Richard N Director Apr 11 '24 Sale 31.17 5,274 164,391 0 Apr 15 04:35 PM FANTE PETER Chief Administrative Officer Apr 03 '24 Sale 31.38 8,329 261,364 43,540 Apr 04 04:27 PM MORIAH ELAN President Apr 01 '24 Sale 32.62 14,353 468,257 79,953 Apr 02 06:41 PM BODNER DAN Chairman & CEO Mar 20 '24 Sale 31.29 33,472 1,047,339 860,630 Mar 21 06:10 PM BODNER DAN Chairman & CEO Feb 20 '24 Sale 31.61 30,000 948,300 894,102 Feb 22 04:12 PM BODNER DAN Chairman & CEO Jan 26 '24 Sale 30.00 68,372 2,051,160 924,102 Jan 30 05:29 PM Highlander Grant A Chief Financial Officer Dec 20 '23 Sale 27.92 2,797 78,092 80,540 Dec 21 05:11 PM BODNER DAN Chairman & CEO Dec 18 '23 Sale 27.46 13,171 361,676 992,474 Dec 19 04:59 PM MORIAH ELAN President Dec 18 '23 Sale 27.46 4,944 135,762 94,306 Dec 19 05:40 PM FANTE PETER Chief Administrative Officer Dec 18 '23 Sale 27.46 3,370 92,540 51,869 Dec 19 05:38 PM KURTZ WILLIAM Director Dec 18 '23 Sale 27.32 2,500 68,300 15,444 Dec 19 04:53 PM Highlander Grant A Chief Financial Officer Dec 18 '23 Sale 27.46 1,755 48,192 83,337 Dec 19 05:24 PM KURTZ WILLIAM Director Dec 15 '23 Sale 27.52 2,500 68,800 17,944 Dec 19 04:53 PM Highlander Grant A Chief Financial Officer Sep 18 '23 Sale 23.57 730 17,206 85,092 Sep 19 04:08 PM BODNER DAN Chairman & CEO Sep 13 '23 Sale 24.94 5,829 145,375 1,005,645 Sep 14 09:37 PM MORIAH ELAN President Sep 13 '23 Sale 24.94 2,270 56,614 99,250 Sep 15 04:13 PM FANTE PETER Chief Administrative Officer Sep 13 '23 Sale 24.94 1,682 41,949 55,239 Sep 14 09:39 PM BODNER DAN Chairman & CEO Aug 21 '23 Sale 32.56 30,000 976,800 1,011,474 Aug 22 04:50 PM BODNER DAN Chairman & CEO Jul 20 '23 Sale 38.33 29,230 1,120,386 1,041,474 Jul 21 06:03 PM Nottenburg Richard N Director Jul 13 '23 Sale 36.74 257 9,442 5,274 Jul 17 04:29 PM KURTZ WILLIAM Director Jun 30 '23 Sale 35.35 1,800 63,630 20,444 Jul 03 04:02 PM Nottenburg Richard N Director Jun 23 '23 Sale 34.29 1,500 51,435 5,531 Jun 26 05:28 PM Nottenburg Richard N Director Jun 22 '23 Sale 35.34 1,500 53,010 7,031 Jun 26 05:28 PM BODNER DAN Chairman & CEO Jun 20 '23 Sale 36.30 29,910 1,085,733 1,070,704 Jun 21 04:36 PM BODNER DAN Chairman & CEO Jun 14 '23 Sale 36.87 7,230 266,570 1,100,614 Jun 15 04:21 PM MORIAH ELAN President Jun 14 '23 Sale 36.87 3,544 130,667 101,520 Jun 15 04:25 PM Highlander Grant A Chief Financial Officer Jun 14 '23 Sale 36.87 1,433 52,835 85,822 Jun 15 04:23 PM FANTE PETER Chief Administrative Officer Jun 14 '23 Sale 36.87 960 35,395 56,921 Jun 15 04:22 PM Highlander Grant A Chief Financial Officer Jun 13 '23 Sale 37.03 662 24,514 87,255 Jun 14 04:19 PM MORIAH ELAN President Jun 12 '23 Sale 37.04 35,079 1,299,302 105,064 Jun 14 04:21 PM BODNER DAN Chairman & CEO Jun 12 '23 Sale 37.03 6,688 247,657 1,093,734 Jun 14 04:17 PM FANTE PETER Chief Administrative Officer Jun 12 '23 Sale 37.03 1,598 59,174 56,008 Jun 14 04:18 PM Nottenburg Richard N Director Jun 12 '23 Sale 36.96 677 25,022 8,531 Jun 13 06:36 PM BODNER DAN Chairman & CEO May 18 '23 Sale 35.48 30,000 1,064,400 1,100,422 May 19 04:40 PM
Index RUT P/E - EPS (ttm) -0.46 Insider Own 11.94% Shs Outstand 54.35M Perf Week -5.06%
Market Cap 1.68B Forward P/E 7.13 EPS next Y 4.31 Insider Trans -0.62% Shs Float 48.08M Perf Month -3.90%
Income -24.82M PEG - EPS next Q 1.03 Inst Own 82.48% Short Float 4.01% Perf Quarter -7.24%
Sales 4.07B P/S 0.41 EPS this Y 6.20% Inst Trans -4.14% Short Ratio 4.81 Perf Half Y 17.76%
Book/sh 10.59 P/B 2.91 EPS next Y 14.44% ROA -0.92% Short Interest 1.93M Perf Year 14.60%
Cash/sh 1.55 P/C 19.81 EPS next 5Y 30.50% ROE -3.98% 52W Range 25.00 - 36.17 Perf YTD -9.42%
Dividend Est. 1.48 (4.81%) P/FCF 19.86 EPS past 5Y - ROI -1.15% 52W High -14.93% Beta 2.05
Dividend TTM 1.42 (4.61%) Quick Ratio 0.55 Sales past 5Y 11.06% Gross Margin 31.97% 52W Low 23.06% ATR (14) 1.05
Dividend Ex-Date Apr 02, 2024 Current Ratio 3.34 EPS Y/Y TTM -138.18% Oper. Margin 7.36% RSI (14) 41.46 Volatility 4.53% 3.10%
Employees 12970 Debt/Eq 2.73 Sales Y/Y TTM -0.72% Profit Margin -0.61% Recom 1.71 Target Price 40.71
Option/Short Yes / Yes LT Debt/Eq 2.73 EPS Q/Q -40.85% Payout - Rel Volume 1.00 Prev Close 30.38
Sales Surprise 4.07% EPS Surprise 2.86% Sales Q/Q 7.86% Earnings May 02 BMO Avg Volume 401.28K Price 30.77
SMA20 -2.85% SMA50 -6.40% SMA200 -2.30% Trades
Volume 402,164 Change 1.28%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-08-24 Initiated TD Cowen
Outperform
$43
Jan-02-24 Upgrade Stephens
Equal-Weight → Overweight
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Upbound Group, Inc. engages in the provision of furniture, electronics, appliances, computers, and smartphones through flexible rental purchase agreements. It operates through the following segments: Rent-A-Center Business, Preferred Lease, Mexico, and Franchising. The Rent-A-Center Business segment consists of company-owned rent-to-own stores in the United States and Puerto Rico. The Preferred Lease segment offers an on-site rent-to-own option at a third-party retailer's location. The Mexico segment consists of its company-owned rent-to-own stores in Mexico. The Franchising segment sells rental merchandise to its franchisees. The company was founded by Mark E. Speese on September 16, 1986 and is headquartered in Plano, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BROWN JEFFREY J Director Apr 22 '24 Buy 30.68 991 30,404 83,138 Apr 24 05:10 PM Blasquez Anthony J EVP-RAC Mar 14 '24 Option Exercise 25.88 12,485 323,128 71,452 Mar 18 04:36 PM Blasquez Anthony J EVP-RAC Mar 14 '24 Sale 33.18 12,485 414,252 58,967 Mar 18 04:36 PM Montrone Ralph T. EVP, Acima Feb 28 '24 Sale 33.48 30,000 1,004,400 55,074 Mar 01 04:01 PM BROWN JEFFREY J Director Jan 09 '24 Buy 32.94 912 30,041 82,147 Jan 11 04:42 PM Davids Ann L EVP, Chief Marketing Officer Nov 15 '23 Option Exercise 8.22 4,521 37,163 71,053 Nov 16 04:46 PM BROWN JEFFREY J Director Oct 24 '23 Buy 27.61 988 27,279 81,235 Oct 26 04:51 PM Montrone Tyler EVP, Acima Aug 10 '23 Sale 32.18 21,570 694,089 77,751 Aug 14 05:27 PM Blasquez Anthony J EVP-RAC Aug 08 '23 Option Exercise 12.17 8,881 108,038 65,592 Aug 10 04:22 PM Blasquez Anthony J EVP-RAC Aug 08 '23 Sale 32.46 8,881 288,285 56,711 Aug 10 04:22 PM BROWN JEFFREY J Director Jul 11 '23 Buy 30.78 877 26,994 80,247 Jul 13 04:58 PM
Index RUT P/E 20.71 EPS (ttm) 3.98 Insider Own 19.52% Shs Outstand 30.98M Perf Week 1.19%
Market Cap 2.53B Forward P/E 17.36 EPS next Y 4.75 Insider Trans -0.33% Shs Float 24.67M Perf Month 0.12%
Income 120.86M PEG 1.38 EPS next Q 1.01 Inst Own 80.95% Short Float 2.87% Perf Quarter 7.27%
Sales 4.67B P/S 0.54 EPS this Y 31.14% Inst Trans 0.25% Short Ratio 4.45 Perf Half Y 28.74%
Book/sh 35.68 P/B 2.31 EPS next Y 3.49% ROA 6.16% Short Interest 0.71M Perf Year 15.77%
Cash/sh 8.71 P/C 9.46 EPS next 5Y 15.00% ROE 11.31% 52W Range 61.82 - 86.90 Perf YTD 8.81%
Dividend Est. 1.09 (1.32%) P/FCF 33.55 EPS past 5Y 7.51% ROI 9.27% 52W High -5.11% Beta 0.87
Dividend TTM 1.04 (1.26%) Quick Ratio 0.49 Sales past 5Y 6.93% Gross Margin 17.13% 52W Low 33.39% ATR (14) 1.73
Dividend Ex-Date Aug 15, 2024 Current Ratio 1.20 EPS Y/Y TTM 15.84% Oper. Margin 4.41% RSI (14) 54.60 Volatility 1.90% 2.32%
Employees 11000 Debt/Eq 0.24 Sales Y/Y TTM 9.98% Profit Margin 2.59% Recom 1.67 Target Price 87.33
Option/Short Yes / Yes LT Debt/Eq 0.19 EPS Q/Q 28.63% Payout 26.25% Rel Volume 0.59 Prev Close 82.02
Sales Surprise 1.12% EPS Surprise 5.29% Sales Q/Q 13.11% Earnings Apr 09 AMC Avg Volume 159.20K Price 82.46
SMA20 1.72% SMA50 0.61% SMA200 7.87% Trades
Volume 94,268 Change 0.54%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-01-23 Initiated Jefferies
Buy
$82
Nov-29-22 Downgrade Scotiabank
Sector Outperform → Sector Perform
$96 → $77
Apr-19-22 Upgrade Scotiabank
Sector Perform → Sector Outperform
$100
May-08-20 Downgrade Scotiabank
Sector Outperform → Sector Perform
$65
Jan-05-18 Downgrade Scotia Howard Weil
Sector Outperform → Sector Perform
Jan-11-16 Reiterated ROTH Capital
Buy
$100 → $85
Jul-14-15 Reiterated ROTH Capital
Buy
$95 → $108
Jan-12-15 Reiterated ROTH Capital
Buy
$105 → $95
Nov-01-12 Downgrade The Benchmark Company
Buy → Hold
$60 → $86
Jul-11-12 Reiterated The Benchmark Company
Buy
$87 → $80
Sep-14-11 Reiterated The Benchmark Company
Buy
$70 → $87
Aug-10-11 Initiated The Benchmark Company
Buy
$70
Jul-12-11 Downgrade Oppenheimer
Outperform → Perform
Mar-05-10 Upgrade Global Hunter Securities
Neutral → Buy
$22 → $27
Dec-18-09 Initiated Global Hunter Securities
Neutral
$22
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PriceSmart, Inc. engages in the business of managing membership shopping warehouse club concepts to emerging and developing countries. It operates through the following geographical segments: United States Operations, Central American Operations, Caribbean Operations, and Colombia Operations. The Central America Operations segment includes Panama, Guatemala, Costa Rica, El Salvador, Honduras, and Nicaragua. The Caribbean Operations segment focuses on Dominican Republic, Aruba, Barbados, Trinidad, U.S. Virgin Islands, and Jamaica. The company was founded by Sol Price and Robert E. Price in 1994 and is headquartered in San Diego, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bahrambeygui Sherry S. Director May 01 '24 Sale 83.03 1,569 130,270 91,738 May 02 06:14 PM HILDEBRANDT JOHN D President and COO Apr 29 '24 Sale 81.92 6,000 491,520 140,485 Apr 30 09:37 PM Bahrambeygui Sherry S. Director Apr 29 '24 Sale 82.83 5,201 430,778 93,307 Apr 30 09:30 PM Kovaleski Paul EVP-Chief Merch. Officer Apr 29 '24 Sale 81.72 1,176 96,099 44,950 Apr 30 09:46 PM Bahrambeygui Sherry S. Director Apr 26 '24 Sale 80.52 1,500 120,780 98,508 Apr 29 12:39 PM Hanson Gordon H. Director Apr 15 '24 Sale 79.86 937 74,829 7,969 Apr 16 12:56 PM ZURCHER EDGAR Director Apr 12 '24 Sale 79.08 1,075 85,006 8,822 Apr 15 04:40 PM ZURCHER EDGAR Director Nov 08 '23 Sale 67.04 2,236 149,901 7,932 Nov 09 12:28 PM Bahrambeygui Sherry S. Director Jul 18 '23 Sale 78.74 800 62,991 83,395 Jul 21 05:43 PM
Index RUT P/E 12.86 EPS (ttm) 3.31 Insider Own 3.08% Shs Outstand 62.20M Perf Week 6.54%
Market Cap 2.67B Forward P/E 15.19 EPS next Y 2.80 Insider Trans 0.00% Shs Float 60.89M Perf Month 1.94%
Income 132.80M PEG 2.22 EPS next Q 0.48 Inst Own 93.70% Short Float 1.83% Perf Quarter -4.06%
Sales 4.05B P/S 0.66 EPS this Y -25.58% Inst Trans -1.84% Short Ratio 2.30 Perf Half Y 25.01%
Book/sh 25.99 P/B 1.64 EPS next Y 40.45% ROA 4.60% Short Interest 1.11M Perf Year 15.10%
Cash/sh 3.11 P/C 13.68 EPS next 5Y 5.80% ROE 8.09% 52W Range 31.73 - 47.58 Perf YTD -7.46%
Dividend Est. 0.17 (0.39%) P/FCF 9.46 EPS past 5Y 20.47% ROI 6.54% 52W High -10.60% Beta 0.90
Dividend TTM 0.12 (0.29%) Quick Ratio 1.29 Sales past 5Y 4.17% Gross Margin 8.00% 52W Low 34.09% ATR (14) 1.13
Dividend Ex-Date Mar 07, 2024 Current Ratio 1.28 EPS Y/Y TTM -57.72% Oper. Margin 4.46% RSI (14) 60.18 Volatility 2.29% 2.59%
Employees 5950 Debt/Eq 0.34 Sales Y/Y TTM -22.04% Profit Margin 3.28% Recom 2.31 Target Price 45.21
Option/Short Yes / Yes LT Debt/Eq 0.25 EPS Q/Q -76.61% Payout 0.00% Rel Volume 0.89 Prev Close 42.28
Sales Surprise -4.83% EPS Surprise 13.05% Sales Q/Q -13.26% Earnings Apr 25 AMC Avg Volume 484.42K Price 42.54
SMA20 4.37% SMA50 2.08% SMA200 2.92% Trades
Volume 429,407 Change 0.61%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-02-24 Reiterated TD Cowen
Outperform
$52 → $54
Jan-10-24 Downgrade Susquehanna
Positive → Neutral
$88 → $97
Dec-21-23 Reiterated TD Cowen
Outperform
$101 → $104
Oct-27-23 Downgrade JP Morgan
Overweight → Neutral
$100 → $84
Oct-04-23 Upgrade Wolfe Research
Peer Perform → Outperform
$98
Jan-04-23 Downgrade UBS
Buy → Neutral
Nov-17-22 Downgrade Wolfe Research
Outperform → Peer Perform
Aug-04-22 Reiterated Cowen
Outperform
$109 → $119
Jun-17-22 Initiated The Benchmark Company
Buy
$90
Apr-29-22 Upgrade JP Morgan
Neutral → Overweight
$76 → $92
Apr-26-22 Upgrade Susquehanna
Neutral → Positive
$92 → $83
Mar-31-22 Downgrade Stephens
Overweight → Equal-Weight
$97 → $93
Mar-04-22 Downgrade Susquehanna
Positive → Neutral
$102 → $92
Feb-09-22 Reiterated Wells Fargo
Overweight
$96 → $100
Feb-09-22 Reiterated UBS
Buy
$90 → $93
Feb-09-22 Reiterated Stephens
Overweight
$95 → $97
Feb-09-22 Reiterated KeyBanc Capital Markets
Overweight
$95 → $105
Feb-09-22 Reiterated Cowen
Outperform
$90 → $115
Jun-22-21 Resumed Stifel
Buy
$73
Jun-22-21 Reiterated Cowen
Outperform
$77 → $83
Show Previous Ratings
May-01-24 04:04PM
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11:40AM
(Thomson Reuters StreetEvents)
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(Morningstar Research) -6.71%
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(Morningstar Research) +6.05%
12:34PM
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Hub Group, Inc. engages in the provision of multi-modal transportation and logistics solutions. Its solutions include intermodal transportation, truck brokerage, asset trucking, and dedicated trucking. It operates through the Intermodal and Transportation Solutions and Logistics segments. The Intermodal and Transportation Solutions segment offers high service, nationwide door-to-door intermodal transportation, providing value, visibility and reliability in both transcontinental and local lanes by combining rail transportation with local trucking. The Logistics segment includes a wide range of non-asset-based services including transportation management, freight brokerage services, shipment optimization, load consolidation, mode selection, carrier management, load planning and execution, warehousing, fulfillment, cross-docking, consolidation services and final mile delivery. The company was founded by Phillip C. Yeager in 1971 and is headquartered in Oak Brook, IL.
Index S&P 500 P/E 8.23 EPS (ttm) 3.42 Insider Own 0.22% Shs Outstand 989.00M Perf Week 0.64%
Market Cap 27.57B Forward P/E 7.63 EPS next Y 3.69 Insider Trans -10.46% Shs Float 976.36M Perf Month -4.93%
Income 3.43B PEG 2.74 EPS next Q 0.81 Inst Own 79.51% Short Float 1.87% Perf Quarter -1.74%
Sales 53.05B P/S 0.52 EPS this Y 4.43% Inst Trans -5.50% Short Ratio 2.39 Perf Half Y 6.42%
Book/sh -1.67 P/B - EPS next Y 7.79% ROA 9.52% Short Interest 18.30M Perf Year -5.63%
Cash/sh 2.47 P/C 11.41 EPS next 5Y 3.00% ROE - 52W Range 25.22 - 33.90 Perf YTD -6.35%
Dividend Est. 1.11 (3.93%) P/FCF 8.80 EPS past 5Y 0.02% ROI 40.44% 52W High -16.87% Beta 1.08
Dividend TTM 1.08 (3.82%) Quick Ratio 0.42 Sales past 5Y -1.32% Gross Margin 21.44% 52W Low 11.74% ATR (14) 0.57
Dividend Ex-Date Mar 12, 2024 Current Ratio 0.71 EPS Y/Y TTM 40.15% Oper. Margin 8.29% RSI (14) 45.48 Volatility 1.58% 2.04%
Employees 58000 Debt/Eq - Sales Y/Y TTM -9.31% Profit Margin 6.46% Recom 2.33 Target Price 31.75
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 26.95% Payout 32.18% Rel Volume 0.86 Prev Close 27.94
Sales Surprise -2.79% EPS Surprise -0.05% Sales Q/Q -3.39% Earnings Feb 28 AMC Avg Volume 7.65M Price 28.18
SMA20 -0.36% SMA50 -3.48% SMA200 -3.23% Trades
Volume 6,575,523 Change 0.86%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-14-24 Upgrade HSBC Securities
Hold → Buy
$30 → $33
Dec-12-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$31 → $35
Dec-11-23 Upgrade Evercore ISI
In-line → Outperform
$33 → $40
Nov-13-23 Upgrade Citigroup
Neutral → Buy
$31 → $33
Nov-07-23 Upgrade Edward Jones
Hold → Buy
Oct-03-23 Upgrade BofA Securities
Underperform → Buy
$25 → $33
Jun-30-23 Initiated Citigroup
Neutral
$32
May-02-23 Upgrade Morgan Stanley
Underweight → Equal-Weight
$28 → $31
Apr-17-23 Upgrade JP Morgan
Neutral → Overweight
$30 → $35
Mar-20-23 Initiated Goldman
Neutral
$26
Nov-18-22 Downgrade Credit Suisse
Outperform → Neutral
Sep-01-22 Downgrade Loop Capital
Buy → Hold
$50 → $29
Aug-19-22 Downgrade Wells Fargo
Equal Weight → Underweight
$35 → $30
Aug-17-22 Initiated Credit Suisse
Outperform
$39
Jul-05-22 Downgrade Evercore ISI
Outperform → In-line
$43 → $36
May-23-22 Downgrade Citigroup
Buy → Neutral
$40 → $38
Apr-08-22 Downgrade UBS
Buy → Neutral
$40
Mar-31-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$34 → $31
Sep-29-21 Downgrade JP Morgan
Overweight → Neutral
$35 → $30
Aug-27-21 Downgrade Morgan Stanley
Overweight → Equal-Weight
$40 → $31
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HP Inc. engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following business segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bergh Charles V Director Apr 01 '24 Option Exercise 0.00 6,470 0 27,155 Apr 03 05:01 PM BENNETT ROBERT R Director Mar 21 '24 Sale 30.01 67,000 2,010,670 60,216 Mar 22 05:08 PM Liebman Stephanie Global Controller Mar 08 '24 Sale 30.93 8,708 269,338 0 Mar 12 05:02 PM McQuarrie David P. Chief Commercial Officer Mar 05 '24 Sale 29.19 51,111 1,491,930 5,449 Mar 07 05:18 PM Ludgate Kristen M Chief People Officer Mar 05 '24 Sale 29.24 41,015 1,199,279 56,169 Mar 07 05:23 PM Liebman Stephanie Global Controller Feb 29 '24 Option Exercise 0.00 11,707 0 11,707 Mar 04 05:51 PM McQuarrie David P. Chief Commercial Officer Feb 10 '24 Option Exercise 0.00 13,465 0 61,412 Feb 13 04:32 PM LORES ENRIQUE President and CEO Jan 02 '24 Sale 29.75 38,000 1,130,500 888,911 Jan 03 04:33 PM Ludgate Kristen M Chief People Officer Dec 07 '23 Option Exercise 0.00 28,539 0 113,121 Dec 11 04:45 PM CHO ALEX President, Personal Systems Dec 07 '23 Option Exercise 0.00 84,644 0 106,647 Dec 11 04:44 PM Faust Jonathan P Global Controller Dec 07 '23 Option Exercise 0.00 22,903 0 48,439 Dec 11 04:44 PM Jacobs Julie M Chief Legal Officer and GC Dec 07 '23 Option Exercise 0.00 16,996 0 71,684 Dec 11 04:45 PM LORES ENRIQUE President and CEO Dec 07 '23 Option Exercise 0.00 188,503 0 1,016,232 Dec 11 04:45 PM McQuarrie David P. Chief Commercial Officer Dec 07 '23 Option Exercise 0.00 38,309 0 66,944 Dec 11 04:46 PM MYERS MARIE Chief Financial Officer Dec 07 '23 Option Exercise 0.00 75,576 0 133,306 Dec 11 04:46 PM Tran Tuan Pres Imaging Prtng & Solutions Dec 07 '23 Option Exercise 0.00 85,261 0 201,067 Dec 11 04:46 PM CHO ALEX President, Personal Systems Nov 30 '23 Sale 29.24 45,758 1,337,964 22,003 Nov 30 06:01 PM LORES ENRIQUE President and CEO Nov 28 '23 Option Exercise 0.00 197,265 0 925,533 Nov 30 05:55 PM MYERS MARIE Chief Financial Officer Nov 28 '23 Option Exercise 0.00 58,449 0 80,730 Nov 30 05:56 PM Tran Tuan Pres Imaging Prtng & Solutions Nov 28 '23 Option Exercise 0.00 80,368 0 142,731 Nov 30 05:56 PM CHO ALEX President, Personal Systems Nov 28 '23 Option Exercise 0.00 80,368 0 102,371 Nov 30 06:01 PM McQuarrie David P. Chief Commercial Officer Nov 01 '23 Option Exercise 0.00 18,622 0 35,093 Nov 03 05:17 PM McQuarrie David P. Chief Commercial Officer Oct 29 '23 Option Exercise 0.00 4,107 0 17,892 Oct 31 06:16 PM Jacobs Julie M Chief Legal Officer and GC Oct 03 '23 Option Exercise 0.00 119,019 0 119,019 Oct 05 04:31 PM BERKSHIRE HATHAWAY INC 10% Owner Oct 03 '23 Sale 26.20 3,067,508 80,377,299 97,854,605 Oct 05 06:30 PM BERKSHIRE HATHAWAY INC 10% Owner Oct 02 '23 Sale 25.70 1,596,922 41,040,576 100,922,113 Oct 02 08:29 PM LORES ENRIQUE President and CEO Oct 02 '23 Sale 25.75 38,000 978,500 728,268 Oct 04 04:39 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 29 '23 Sale 25.80 3,215,554 82,961,615 102,519,035 Oct 02 08:29 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 28 '23 Sale 25.68 313,162 8,041,123 105,734,589 Oct 02 08:29 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 27 '23 Sale 25.69 1,352,264 34,745,342 106,047,751 Sep 27 06:33 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 26 '23 Sale 25.81 1,846,526 47,650,527 107,400,015 Sep 27 06:33 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 25 '23 Sale 26.37 1,415,633 37,324,863 109,246,541 Sep 27 06:33 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 22 '23 Sale 26.80 1,333,730 35,749,699 110,662,174 Sep 22 08:06 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 21 '23 Sale 26.92 1,786,035 48,073,990 111,995,904 Sep 22 08:06 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 20 '23 Sale 27.20 1,668,707 45,389,164 113,781,939 Sep 22 08:06 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 13 '23 Sale 28.39 2,893,236 82,153,436 115,450,646 Sep 13 07:36 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 12 '23 Sale 29.07 1,669,968 48,552,316 118,343,882 Sep 13 07:36 PM BERKSHIRE HATHAWAY INC 10% Owner Sep 11 '23 Sale 29.59 938,968 27,786,411 120,013,850 Sep 13 07:36 PM MYERS MARIE Chief Financial Officer Sep 01 '23 Sale 30.00 4,165 124,950 22,281 Sep 05 04:31 PM Faust Jonathan P Global Controller Aug 24 '23 Option Exercise 0.00 18,427 0 31,909 Aug 28 04:31 PM MYERS MARIE Chief Financial Officer Aug 01 '23 Sale 32.57 4,165 135,654 26,446 Aug 02 04:36 PM Ludgate Kristen M Chief People Officer Jul 12 '23 Option Exercise 0.00 85,079 0 131,303 Jul 14 04:34 PM SURESH SUBRA Director Jul 11 '23 Sale 33.00 6,659 219,747 59,533 Jul 12 05:26 PM LORES ENRIQUE President and CEO Jul 03 '23 Option Exercise 12.47 156,976 1,957,491 923,244 Jul 05 04:34 PM LORES ENRIQUE President and CEO Jul 03 '23 Sale 30.69 156,976 4,817,593 766,268 Jul 05 04:34 PM MYERS MARIE Chief Financial Officer Jul 03 '23 Sale 30.70 4,165 127,866 30,611 Jul 05 04:35 PM CHO ALEX President, Personal Systems Jun 30 '23 Sale 30.50 22,490 685,945 22,003 Jul 05 04:33 PM MYERS MARIE Chief Financial Officer Jun 01 '23 Sale 29.31 4,165 122,076 34,776 Jun 02 04:34 PM Faust Jonathan P Global Controller May 09 '23 Option Exercise 0.00 2,800 0 14,447 May 10 05:05 PM
Index S&P 500 P/E 19.89 EPS (ttm) 8.34 Insider Own 0.72% Shs Outstand 59.21M Perf Week -8.79%
Market Cap 9.76B Forward P/E 12.07 EPS next Y 13.75 Insider Trans -6.48% Shs Float 58.38M Perf Month -11.96%
Income 498.51M PEG 2.55 EPS next Q 2.96 Inst Own 92.85% Short Float 3.22% Perf Quarter -10.41%
Sales 2.78B P/S 3.51 EPS this Y 7.88% Inst Trans 2.97% Short Ratio 4.13 Perf Half Y 9.23%
Book/sh 50.05 P/B 3.32 EPS next Y 8.91% ROA 9.40% Short Interest 1.88M Perf Year 26.56%
Cash/sh 15.36 P/C 10.80 EPS next 5Y 7.80% ROE 17.62% 52W Range 130.34 - 199.49 Perf YTD -7.29%
Dividend Est. - P/FCF 14.08 EPS past 5Y -2.18% ROI 15.77% 52W High -16.82% Beta 1.10
Dividend TTM - Quick Ratio 1.25 Sales past 5Y 5.45% Gross Margin 83.32% 52W Low 27.31% ATR (14) 4.66
Dividend Ex-Date - Current Ratio 1.30 EPS Y/Y TTM 54.88% Oper. Margin 23.24% RSI (14) 26.52 Volatility 3.67% 2.14%
Employees 6524 Debt/Eq 0.08 Sales Y/Y TTM 0.20% Profit Margin 17.91% Recom 3.06 Target Price 185.00
Option/Short Yes / Yes LT Debt/Eq 0.08 EPS Q/Q 49.05% Payout 0.00% Rel Volume 1.38 Prev Close 166.07
Sales Surprise -0.60% EPS Surprise 1.32% Sales Q/Q -3.10% Earnings Apr 29 AMC Avg Volume 455.12K Price 165.94
SMA20 -8.89% SMA50 -11.04% SMA200 -2.87% Trades
Volume 626,375 Change -0.08%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-30-24 Reiterated Needham
Buy
$200 → $220
Oct-26-23 Downgrade BofA Securities
Neutral → Underperform
$165 → $160
Apr-20-23 Downgrade Barclays
Overweight → Equal Weight
$166 → $140
Mar-07-23 Initiated Goldman
Neutral
Jan-24-23 Initiated Guggenheim
Neutral
Oct-11-22 Downgrade Evercore ISI
Outperform → In-line
Jul-20-22 Downgrade BofA Securities
Buy → Neutral
$215 → $170
Jul-14-22 Downgrade JP Morgan
Overweight → Neutral
$178
Jul-14-22 Downgrade Credit Suisse
Outperform → Neutral
$225 → $167
Jul-13-22 Downgrade Piper Sandler
Overweight → Neutral
$197 → $173
Apr-27-22 Reiterated RBC Capital Mkts
Sector Perform
$210 → $200
Apr-27-22 Reiterated Piper Sandler
Overweight
$227 → $197
Apr-27-22 Reiterated Loop Capital
Buy
$273 → $238
Apr-27-22 Reiterated Evercore ISI
Outperform
$255 → $220
Apr-27-22 Reiterated Credit Suisse
Outperform
$270 → $225
Apr-27-22 Reiterated BofA Securities
Buy
$265 → $240
Apr-12-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$280 → $250
Feb-14-22 Initiated Loop Capital
Buy
$273
Jan-26-22 Reiterated RBC Capital Mkts
Sector Perform
$220 → $210
Jan-26-22 Reiterated Evercore ISI
Outperform
$275 → $255
Show Previous Ratings
May-03-24 02:28AM
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07:15AM
Apr-30-24 07:23PM
(Morningstar Research) -9.24%
05:58PM
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F5, Inc. engages in the business of multi-cloud application services. Its products include F5 distributed cloud services, F5 NGINX, F5 BIG-IP, and F5 Systems. It operates through the following geographical segments: Americas, Europe, the Middle East, and Africa, and Asia Pacific. The company was founded on February 26, 1996 and is headquartered in Seattle, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FOUNTAIN THOMAS DEAN EVP Global Services & Strategy May 02 '24 Sale 167.53 851 142,568 15,504 May 02 06:39 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales May 01 '24 Option Exercise 0.00 2,524 0 26,692 May 02 06:47 PM SPRAGUE KARA LYNN EVP & GM, Application Services May 01 '24 Option Exercise 0.00 2,777 0 60,423 May 02 06:45 PM Rogers Scot Frazier EVP and General Counsel May 01 '24 Option Exercise 0.00 2,010 0 23,597 May 02 06:44 PM Pelzer Francis J. EVP, Chief Financial Officer May 01 '24 Option Exercise 0.00 2,170 0 33,460 May 02 06:42 PM Locoh-Donou Francois President, CEO & Director May 01 '24 Option Exercise 0.00 6,610 0 128,411 May 02 06:40 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy May 01 '24 Option Exercise 0.00 2,729 0 17,737 May 02 06:39 PM Pelzer Francis J. EVP, Chief Financial Officer Apr 22 '24 Sale 178.81 500 89,405 31,290 Apr 24 05:06 PM Locoh-Donou Francois President, CEO & Director Apr 03 '24 Sale 188.85 1,450 273,832 121,801 Apr 05 05:25 PM Pelzer Francis J. EVP, Chief Financial Officer Mar 20 '24 Sale 189.12 500 94,560 31,790 Mar 22 05:02 PM Erwin Tami A. Director Mar 13 '24 Option Exercise 0.00 599 0 604 Mar 15 05:15 PM Shivananda Sripada Director Mar 13 '24 Option Exercise 0.00 1,770 0 6,172 Mar 15 05:07 PM Combes Michel Director Mar 13 '24 Option Exercise 0.00 741 0 3,562 Mar 15 05:04 PM MONTOYA MICHAEL F Director Mar 13 '24 Option Exercise 0.00 1,770 0 4,252 Mar 15 04:57 PM MEHTA NIKHIL RAMESH Director Mar 13 '24 Option Exercise 0.00 1,770 0 8,800 Mar 15 04:55 PM Klein Peter S Director Mar 13 '24 Option Exercise 0.00 1,770 0 13,024 Mar 15 04:54 PM HIGGINSON ALAN Director Mar 13 '24 Option Exercise 0.00 1,770 0 11,707 Mar 15 04:52 PM Dreyer Michael L Director Mar 13 '24 Option Exercise 0.00 1,770 0 7,117 Mar 15 04:49 PM Budnik Marianne Director Mar 13 '24 Option Exercise 0.00 1,770 0 2,498 Mar 15 04:45 PM Buse Elizabeth Director Mar 13 '24 Option Exercise 0.00 1,770 0 5,204 Mar 15 04:47 PM HIGGINSON ALAN Director Mar 07 '24 Sale 190.43 1,000 190,426 9,937 Mar 08 04:23 PM Locoh-Donou Francois President, CEO & Director Mar 01 '24 Sale 188.02 6,400 1,203,345 123,251 Mar 05 01:54 PM Pelzer Francis J. EVP, Chief Financial Officer Feb 20 '24 Sale 182.31 500 91,155 32,290 Feb 22 05:33 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Feb 08 '24 Sale 183.06 851 155,784 15,008 Feb 12 05:02 PM SPRAGUE KARA LYNN EVP & GM, Application Services Feb 01 '24 Option Exercise 0.00 2,776 0 58,616 Feb 05 01:56 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales Feb 01 '24 Option Exercise 0.00 4,950 0 26,877 Feb 05 01:57 PM Pelzer Francis J. EVP, Chief Financial Officer Feb 01 '24 Option Exercise 0.00 2,168 0 33,676 Feb 05 01:55 PM Rogers Scot Frazier EVP and General Counsel Feb 01 '24 Option Exercise 0.00 2,009 0 22,410 Feb 05 01:56 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Feb 01 '24 Option Exercise 0.00 2,729 0 17,274 Feb 05 01:54 PM Locoh-Donou Francois President, CEO & Director Feb 01 '24 Option Exercise 0.00 6,609 0 132,274 Feb 05 01:54 PM Pelzer Francis J. EVP, Chief Financial Officer Jan 22 '24 Sale 180.09 500 90,045 31,508 Jan 24 11:51 AM Pelzer Francis J. EVP, Chief Financial Officer Dec 20 '23 Sale 178.75 500 89,375 32,008 Dec 21 12:29 PM Rogers Scot Frazier EVP and General Counsel Dec 12 '23 Sale 175.00 1,500 262,500 20,401 Dec 14 11:28 AM WHALEN CHAD MICHAEL EVP, Worldwide Sales Dec 04 '23 Sale 171.05 1,398 239,128 21,927 Dec 06 12:25 PM Pelzer Francis J. EVP, Chief Financial Officer Nov 29 '23 Sale 170.00 2,500 425,000 32,508 Dec 01 12:56 PM HIGGINSON ALAN Director Nov 09 '23 Sale 156.51 1,000 156,506 10,937 Nov 13 11:01 AM Locoh-Donou Francois President, CEO & Director Nov 03 '23 Sale 153.16 2,200 336,952 125,665 Nov 06 01:50 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Nov 02 '23 Sale 150.45 4,273 642,865 14,545 Nov 06 01:47 PM Rogers Scot Frazier EVP and General Counsel Nov 02 '23 Sale 151.56 2,000 303,120 21,901 Nov 06 01:48 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales Nov 02 '23 Sale 151.56 1,399 212,032 23,325 Nov 06 01:49 PM Rogers Scot Frazier EVP and General Counsel Nov 01 '23 Option Exercise 0.00 1,978 0 27,614 Nov 03 06:47 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Nov 01 '23 Option Exercise 0.00 2,831 0 25,515 Nov 03 06:43 PM Yamamoto Mika EVP, Chief Marketing Officer Nov 01 '23 Option Exercise 0.00 2,124 0 21,250 Nov 03 06:50 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales Nov 01 '23 Option Exercise 0.00 2,512 0 29,423 Nov 03 06:49 PM SPRAGUE KARA LYNN EVP & GM, Application Services Nov 01 '23 Option Exercise 0.00 2,594 0 60,698 Nov 03 06:48 PM Pelzer Francis J. EVP, Chief Financial Officer Nov 01 '23 Option Exercise 0.00 2,118 0 38,988 Nov 03 06:46 PM Locoh-Donou Francois President, CEO & Director Nov 01 '23 Option Exercise 0.00 6,786 0 143,566 Nov 03 06:44 PM Locoh-Donou Francois President, CEO & Director Oct 03 '23 Sale 160.49 2,200 353,078 103,652 Oct 05 12:07 PM Locoh-Donou Francois President, CEO & Director Sep 05 '23 Sale 164.84 2,200 362,648 105,852 Sep 07 12:48 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales Sep 05 '23 Sale 164.84 279 45,990 15,614 Sep 07 12:47 PM WHITE ANA MARIA EVP and Chief People Officer Aug 14 '23 Sale 156.24 170 26,561 38,656 Aug 15 12:58 PM Rogers Scot Frazier EVP and General Counsel Aug 09 '23 Sale 160.33 1,000 160,330 18,165 Aug 11 10:46 AM WHALEN CHAD MICHAEL EVP, Worldwide Sales Aug 09 '23 Sale 160.33 280 44,892 15,893 Aug 11 10:45 AM Locoh-Donou Francois President, CEO & Director Aug 03 '23 Sale 157.95 2,200 347,490 108,052 Aug 07 12:29 PM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Aug 02 '23 Sale 159.08 919 146,195 11,999 Aug 03 11:41 AM Yamamoto Mika EVP, Chief Marketing Officer Aug 01 '23 Option Exercise 0.00 3,636 0 12,550 Aug 03 11:49 AM WHITE ANA MARIA EVP and Chief People Officer Aug 01 '23 Option Exercise 0.00 2,089 0 39,647 Aug 03 11:48 AM SPRAGUE KARA LYNN EVP & GM, Application Services Aug 01 '23 Option Exercise 0.00 2,591 0 49,354 Aug 03 11:47 AM WHALEN CHAD MICHAEL EVP, Worldwide Sales Aug 01 '23 Option Exercise 0.00 2,512 0 17,160 Aug 03 11:47 AM Rogers Scot Frazier EVP and General Counsel Aug 01 '23 Option Exercise 0.00 1,976 0 19,940 Aug 03 11:46 AM Pelzer Francis J. EVP, Chief Financial Officer Aug 01 '23 Option Exercise 0.00 2,117 0 29,689 Aug 03 11:45 AM Locoh-Donou Francois President, CEO & Director Aug 01 '23 Option Exercise 0.00 6,785 0 112,921 Aug 03 11:44 AM Lin Geng EVP, Chief Technology Officer Aug 01 '23 Option Exercise 0.00 3,038 0 15,139 Aug 03 11:42 AM FOUNTAIN THOMAS DEAN EVP Global Services & Strategy Aug 01 '23 Option Exercise 0.00 2,830 0 14,320 Aug 03 11:41 AM WHITE ANA MARIA EVP and Chief People Officer Jul 14 '23 Sale 148.37 170 25,223 37,558 Jul 18 11:23 AM Locoh-Donou Francois President, CEO & Director Jul 03 '23 Sale 145.28 2,201 319,761 106,136 Jul 05 01:10 PM WHITE ANA MARIA EVP and Chief People Officer Jun 14 '23 Sale 150.34 170 25,558 37,728 Jun 15 01:53 PM Locoh-Donou Francois President, CEO & Director Jun 05 '23 Sale 146.35 2,201 322,116 108,337 Jun 07 12:42 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales Jun 01 '23 Sale 147.77 279 41,228 14,648 Jun 05 01:55 PM Dreyer Michael L Director May 24 '23 Sale 143.19 2,750 393,781 5,347 May 25 06:08 PM WHALEN CHAD MICHAEL EVP, Worldwide Sales May 18 '23 Sale 140.00 280 39,200 14,927 May 19 12:28 PM HIGGINSON ALAN Director May 17 '23 Sale 139.95 1,000 139,947 11,937 May 19 12:27 PM WHITE ANA MARIA EVP and Chief People Officer May 15 '23 Sale 137.64 170 23,399 37,898 May 17 01:10 PM
Index RUT P/E - EPS (ttm) -0.68 Insider Own 31.12% Shs Outstand 78.83M Perf Week 11.80%
Market Cap 195.91M Forward P/E - EPS next Y -0.34 Insider Trans -0.89% Shs Float 74.97M Perf Month 2.86%
Income -71.25M PEG - EPS next Q -0.14 Inst Own 60.63% Short Float 8.67% Perf Quarter -8.63%
Sales 322.02M P/S 0.61 EPS this Y 33.53% Inst Trans -4.17% Short Ratio 11.72 Perf Half Y -43.22%
Book/sh 0.96 P/B 1.88 EPS next Y 25.22% ROA -25.82% Short Interest 6.50M Perf Year -32.33%
Cash/sh 0.59 P/C 3.03 EPS next 5Y - ROE -58.42% 52W Range 1.51 - 4.39 Perf YTD -20.00%
Dividend Est. - P/FCF - EPS past 5Y -13.35% ROI -41.78% 52W High -59.00% Beta 0.70
Dividend TTM - Quick Ratio 1.02 Sales past 5Y 20.31% Gross Margin 60.57% 52W Low 18.81% ATR (14) 0.09
Dividend Ex-Date - Current Ratio 1.22 EPS Y/Y TTM 26.33% Oper. Margin -22.27% RSI (14) 56.18 Volatility 6.55% 4.99%
Employees 2377 Debt/Eq 0.74 Sales Y/Y TTM 11.67% Profit Margin -22.13% Recom 1.17 Target Price 4.40
Option/Short Yes / Yes LT Debt/Eq 0.64 EPS Q/Q 29.69% Payout - Rel Volume 0.67 Prev Close 1.68
Sales Surprise 1.27% EPS Surprise -7.69% Sales Q/Q 14.13% Earnings May 06 AMC Avg Volume 554.64K Price 1.80
SMA20 9.37% SMA50 -1.31% SMA200 -30.05% Trades
Volume 370,065 Change 7.14%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-22-22 Downgrade Piper Sandler
Overweight → Neutral
$12 → $3.50
Jul-21-22 Initiated KeyBanc Capital Markets
Sector Weight
Jun-30-22 Initiated Raymond James
Outperform
$7
Apr-25-22 Resumed Goldman
Neutral
$11 → $10
Mar-18-22 Initiated Jefferies
Buy
$13
Mar-01-22 Reiterated Telsey Advisory Group
Outperform
$32 → $19
Nov-23-21 Initiated Guggenheim
Buy
$25
Nov-09-21 Reiterated Piper Sandler
Overweight
$33 → $34
Nov-09-21 Reiterated Morgan Stanley
Equal-Weight
$20 → $21
Nov-09-21 Reiterated Barclays
Overweight
$23 → $27
Oct-05-21 Initiated Wedbush
Outperform
$25
Sep-28-21 Initiated Berenberg
Hold
$21
Jul-08-21 Initiated Needham
Buy
$35
Apr-20-21 Initiated William Blair
Outperform
Apr-20-21 Initiated Wells Fargo
Overweight
$22
Apr-20-21 Initiated Telsey Advisory Group
Outperform
$20
Apr-20-21 Initiated Piper Sandler
Overweight
$20
Apr-20-21 Initiated Morgan Stanley
Equal-Weight
$16
Apr-20-21 Initiated KeyBanc Capital Markets
Overweight
$22
Apr-20-21 Initiated Goldman
Buy
$20
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(American City Business Journals) -15.08%
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(American City Business Journals)
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(American City Business Journals) +16.02%
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thredUP, Inc. operates as an online clothing resale platform for apparel, shoes, and accessories. Its brands include J.Crew, Ann Taylor, Banana Republic, Lululemon Athletica, Talbots, and Madewell. It operates through the United States and Others geographical segments. The company was founded by James Reinhart, Chris Homer, and Oliver Lubin in January 2009 and is headquartered in Oakland, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Reinhart James G. Chief Executive Officer Apr 01 '24 Sale 2.00 20,744 41,509 659,398 Apr 03 04:08 PM Reinhart James G. Chief Executive Officer Mar 20 '24 Sale 2.01 9,801 19,653 680,142 Mar 21 04:26 PM Reinhart James G. Chief Executive Officer Mar 19 '24 Sale 2.00 5,000 10,003 689,943 Mar 21 04:26 PM Rotem Alon Chief Legal Officer Mar 11 '24 Sale 1.85 12,823 23,746 220,771 Mar 13 04:19 PM Reinhart James G. Chief Executive Officer Mar 01 '24 Option Exercise 0.00 350,946 0 754,404 Mar 05 04:26 PM Homer Christopher Chief Operating Officer Mar 01 '24 Option Exercise 0.00 153,737 0 499,496 Mar 05 04:27 PM Rotem Alon Chief Legal Officer Mar 01 '24 Option Exercise 0.00 67,173 0 246,521 Mar 05 04:25 PM Sobers Sean Chief Financial Officer Mar 01 '24 Option Exercise 0.00 101,378 0 312,669 Mar 05 04:24 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 09 '24 Sale 2.07 20,000 41,400 3,692,848 Feb 12 06:40 PM Reinhart James G. Chief Executive Officer Feb 09 '24 Sale 2.06 5,091 10,479 469,256 Feb 14 04:32 PM Reinhart James G. Chief Executive Officer Feb 08 '24 Sale 2.00 6,071 12,143 474,347 Feb 08 05:23 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 08 '24 Sale 2.00 1,600 3,200 3,702,448 Feb 08 08:50 PM Reinhart James G. Chief Executive Officer Feb 07 '24 Sale 2.00 701 1,402 480,418 Feb 08 05:23 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 07 '24 Sale 2.00 100 200 4,041,918 Feb 08 08:50 PM Reinhart James G. Chief Executive Officer Feb 06 '24 Sale 2.00 4,400 8,816 481,119 Feb 08 05:23 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 06 '24 Sale 2.01 500 1,005 3,703,248 Feb 08 08:50 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 02 '24 Sale 2.00 200 400 3,703,448 Feb 02 08:10 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Feb 01 '24 Sale 2.02 13,000 26,260 3,703,548 Feb 02 08:10 PM GS INVESTMENT STRATEGIES, LLC 10% Owner Jan 31 '24 Sale 2.13 30,397 64,746 3,710,048 Feb 02 08:10 PM Reinhart James G. Chief Executive Officer Jan 02 '24 Sale 2.27 11,612 26,320 485,519 Jan 04 06:46 PM Reinhart James G. Chief Executive Officer Dec 06 '23 Sale 2.28 40,636 92,813 497,131 Dec 08 04:23 PM Reinhart James G. Chief Executive Officer Dec 04 '23 Sale 2.34 4,900 11,459 537,767 Dec 05 05:13 PM Reinhart James G. Chief Executive Officer Dec 01 '23 Option Exercise 0.00 184,280 0 595,973 Dec 05 05:13 PM Sobers Sean Chief Financial Officer Dec 01 '23 Option Exercise 0.00 64,712 0 263,883 Dec 05 05:14 PM Homer Christopher Chief Operating Officer Dec 01 '23 Option Exercise 0.00 99,572 0 393,594 Dec 05 05:14 PM Marino Anthony Salvatore President Dec 01 '23 Option Exercise 0.00 99,572 0 478,690 Dec 05 05:15 PM Rotem Alon Chief Legal Officer Dec 01 '23 Option Exercise 0.00 41,421 0 215,104 Dec 05 05:15 PM Marino Anthony Salvatore President Nov 15 '23 Sale 2.09 83,130 173,384 393,412 Nov 17 04:32 PM Reinhart James G. Chief Executive Officer Nov 06 '23 Sale 3.46 32,118 111,080 420,706 Nov 08 05:02 PM Reinhart James G. Chief Executive Officer Oct 11 '23 Sale 3.20 72,831 233,001 109,437 Oct 13 04:37 PM Reinhart James G. Chief Executive Officer Oct 02 '23 Sale 3.90 34,046 132,752 182,268 Oct 04 04:12 PM Reinhart James G. Chief Executive Officer Sep 05 '23 Sale 4.01 52,751 211,790 216,314 Sep 06 05:20 PM Reinhart James G. Chief Executive Officer Sep 01 '23 Option Exercise 0.00 184,280 0 312,343 Sep 06 05:20 PM Marino Anthony Salvatore President Sep 01 '23 Option Exercise 0.00 99,573 0 413,551 Sep 06 05:23 PM Rotem Alon Chief Legal Officer Sep 01 '23 Option Exercise 0.00 41,423 0 184,711 Sep 06 05:22 PM Sobers Sean Chief Financial Officer Sep 01 '23 Option Exercise 0.00 64,712 0 220,030 Sep 06 05:21 PM Homer Christopher Chief Operating Officer Sep 01 '23 Option Exercise 0.00 99,573 0 317,564 Sep 06 05:24 PM Nakache Patricia Director Aug 09 '23 Sale 3.88 199,996 775,984 0 Aug 11 04:55 PM Trinity TVL X, LLC 10% Owner Aug 09 '23 Sale 3.88 199,996 775,984 0 Aug 11 04:54 PM Reinhart James G. Chief Executive Officer Aug 09 '23 Sale 4.00 42,694 170,797 154,609 Aug 11 04:37 PM Reinhart James G. Chief Executive Officer Aug 07 '23 Sale 3.49 25,110 87,518 197,303 Aug 09 04:56 PM Trinity TVL X, LLC 10% Owner Jul 28 '23 Sale 3.48 48,387 168,387 0 Jul 31 06:06 PM Nakache Patricia Director Jul 28 '23 Sale 3.48 48,387 168,387 0 Jul 31 06:07 PM Nakache Patricia Director Jul 27 '23 Sale 3.47 1,612 5,594 0 Jul 31 06:07 PM Trinity TVL X, LLC 10% Owner Jul 27 '23 Sale 3.47 1,612 5,594 0 Jul 31 06:06 PM Trinity TVL X, LLC 10% Owner Jul 21 '23 Sale 3.21 15,883 50,984 0 Jul 25 05:39 PM Nakache Patricia Director Jul 21 '23 Sale 3.21 15,883 50,984 0 Jul 25 05:40 PM Nakache Patricia Director Jul 20 '23 Sale 3.24 34,116 110,536 0 Jul 20 07:43 PM Trinity TVL X, LLC 10% Owner Jul 20 '23 Sale 3.24 34,116 110,536 0 Jul 20 07:41 PM Trinity TVL X, LLC 10% Owner Jul 19 '23 Sale 2.98 49,999 148,997 0 Jul 20 07:41 PM Nakache Patricia Director Jul 19 '23 Sale 2.98 49,999 148,997 0 Jul 20 07:43 PM Nakache Patricia Director Jul 18 '23 Sale 2.60 49,999 129,997 0 Jul 20 07:43 PM Trinity TVL X, LLC 10% Owner Jul 18 '23 Sale 2.60 49,999 129,997 0 Jul 20 07:41 PM Reinhart James G. Chief Executive Officer Jul 03 '23 Sale 2.46 35,168 86,584 222,413 Jul 06 05:26 PM Reinhart James G. Chief Executive Officer Jun 20 '23 Sale 2.55 25,110 64,058 257,581 Jun 22 04:42 PM Marino Anthony Salvatore President Jun 01 '23 Option Exercise 0.00 99,572 0 348,411 Jun 05 04:37 PM Rotem Alon Chief Legal Officer Jun 01 '23 Option Exercise 0.00 41,423 0 157,613 Jun 05 04:36 PM Sobers Sean Chief Financial Officer Jun 01 '23 Option Exercise 0.00 64,712 0 177,697 Jun 05 04:34 PM Homer Christopher Chief Operating Officer Jun 01 '23 Option Exercise 0.00 99,572 0 247,217 Jun 05 04:38 PM Reinhart James G. Chief Executive Officer Jun 01 '23 Option Exercise 0.00 184,280 0 319,870 Jun 05 04:35 PM Trinity TVL X, LLC 10% Owner May 19 '23 Sale 3.00 13,766 41,298 0 May 22 04:44 PM Nakache Patricia Director May 19 '23 Sale 3.00 13,766 41,298 0 May 22 04:46 PM Nakache Patricia Director May 18 '23 Sale 2.99 7,226 21,606 0 May 22 04:46 PM Trinity TVL X, LLC 10% Owner May 18 '23 Sale 2.99 7,226 21,606 0 May 22 04:44 PM Nakache Patricia Director May 15 '23 Sale 3.01 28,123 84,650 0 May 17 04:39 PM Trinity TVL X, LLC 10% Owner May 15 '23 Sale 3.01 28,123 84,650 0 May 17 04:38 PM Reinhart James G. Chief Executive Officer May 10 '23 Sale 3.22 74,072 238,193 162,136 May 11 04:28 PM Reinhart James G. Chief Executive Officer May 09 '23 Sale 3.01 37,595 113,007 236,208 May 11 04:28 PM
Index RUT P/E 44.85 EPS (ttm) 0.71 Insider Own 16.39% Shs Outstand 172.26M Perf Week -0.19%
Market Cap 5.46B Forward P/E 24.36 EPS next Y 1.30 Insider Trans -9.55% Shs Float 144.40M Perf Month -1.37%
Income 124.20M PEG 3.14 EPS next Q 0.31 Inst Own 84.14% Short Float 3.54% Perf Quarter 2.53%
Sales 1.53B P/S 3.57 EPS this Y 20.75% Inst Trans 5.97% Short Ratio 5.09 Perf Half Y 15.69%
Book/sh 9.34 P/B 3.39 EPS next Y 10.89% ROA 4.22% Short Interest 5.11M Perf Year 47.03%
Cash/sh 0.91 P/C 34.78 EPS next 5Y 14.28% ROE 7.19% 52W Range 20.70 - 34.58 Perf YTD 7.58%
Dividend Est. 0.27 (0.85%) P/FCF 19.31 EPS past 5Y 18.47% ROI 5.80% 52W High -8.50% Beta 1.22
Dividend TTM 0.30 (0.95%) Quick Ratio 1.95 Sales past 5Y 0.20% Gross Margin 39.86% 52W Low 52.85% ATR (14) 0.83
Dividend Ex-Date Feb 16, 2024 Current Ratio 3.31 EPS Y/Y TTM 95.74% Oper. Margin 15.14% RSI (14) 47.56 Volatility 2.30% 2.55%
Employees 2400 Debt/Eq 0.33 Sales Y/Y TTM 8.34% Profit Margin 8.11% Recom 2.25 Target Price 35.29
Option/Short Yes / Yes LT Debt/Eq 0.33 EPS Q/Q 52.74% Payout 45.61% Rel Volume 0.61 Prev Close 31.63
Sales Surprise 1.18% EPS Surprise 12.10% Sales Q/Q 0.46% Earnings Apr 23 AMC Avg Volume 1.00M Price 31.64
SMA20 -0.70% SMA50 -0.92% SMA200 6.64% Trades
Volume 615,725 Change 0.03%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-12-24 Initiated Exane BNP Paribas
Outperform
$40
Feb-09-24 Downgrade Mizuho
Buy → Neutral
$34
Dec-19-23 Downgrade Stifel
Buy → Hold
$31
Dec-13-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Oct-09-23 Downgrade Goldman
Buy → Neutral
$31 → $29
Jun-29-23 Initiated Deutsche Bank
Buy
$30
Dec-20-22 Downgrade Robert W. Baird
Outperform → Neutral
$27 → $26
Jun-30-22 Initiated Stifel
Buy
$34
Feb-15-22 Upgrade Robert W. Baird
Neutral → Outperform
$38 → $43
Dec-17-21 Initiated Mizuho
Buy
Oct-15-21 Downgrade Robert W. Baird
Outperform → Neutral
$32 → $38
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Zurn Elkay Water Solutions Corp. engages in the design, procurement, manufacture, and sale of water solutions. It operates through the United States, Canada, and Rest of World geographical segments. The company was founded in 2006 and is headquartered in Milwaukee, WI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MOORE GEORGE C Director May 02 '24 Option Exercise 13.65 22,466 306,661 107,069 May 03 04:35 PM Jalazo April 10% Owner Apr 23 '24 Sale 32.44 236,728 7,679,456 24,268,932 Apr 25 06:44 PM Ice Mountain LLC 10% Owner Apr 23 '24 Sale 32.44 236,728 7,679,456 24,268,932 Apr 25 06:44 PM Katz Aimee 10% Owner Apr 23 '24 Sale 32.44 236,728 7,679,456 24,268,932 Apr 25 06:43 PM Ice Mountain LLC 10% Owner Apr 22 '24 Sale 32.04 249,582 7,996,607 24,505,660 Apr 24 05:03 PM Katz Aimee 10% Owner Apr 22 '24 Sale 32.04 249,582 7,996,607 24,505,660 Apr 24 05:01 PM Jalazo April 10% Owner Apr 22 '24 Sale 32.04 249,582 7,996,607 24,505,660 Apr 24 05:02 PM Ice Mountain LLC 10% Owner Apr 19 '24 Sale 31.93 43,690 1,395,022 24,755,242 Apr 23 06:44 PM Jalazo April 10% Owner Apr 19 '24 Sale 31.93 43,690 1,395,022 24,755,242 Apr 23 06:43 PM Katz Aimee 10% Owner Apr 19 '24 Sale 31.93 43,690 1,395,022 24,755,242 Apr 23 06:43 PM Jalazo April 10% Owner Apr 15 '24 Sale 31.96 103,768 3,316,425 24,798,932 Apr 18 04:25 PM Katz Aimee 10% Owner Apr 15 '24 Sale 31.96 103,768 3,316,425 24,798,932 Apr 18 04:25 PM Ice Mountain LLC 10% Owner Apr 15 '24 Sale 31.96 103,768 3,316,425 24,798,932 Apr 17 08:49 PM Ice Mountain LLC 10% Owner Apr 12 '24 Sale 32.24 45,009 1,451,090 24,902,700 Apr 15 08:30 PM Katz Aimee 10% Owner Apr 12 '24 Sale 32.24 45,009 1,451,090 24,902,700 Apr 18 04:25 PM Jalazo April 10% Owner Apr 12 '24 Sale 32.24 45,009 1,451,090 24,902,700 Apr 18 04:25 PM Jalazo April 10% Owner Apr 11 '24 Sale 32.20 1,223 39,381 24,947,709 Apr 18 04:25 PM Katz Aimee 10% Owner Apr 11 '24 Sale 32.20 1,223 39,381 24,947,709 Apr 18 04:25 PM Ice Mountain LLC 10% Owner Apr 11 '24 Sale 32.20 1,223 39,381 24,947,709 Apr 15 08:30 PM Ice Mountain LLC 10% Owner Apr 08 '24 Sale 32.07 49,828 1,597,984 24,948,932 Apr 09 07:33 PM Katz Aimee 10% Owner Apr 08 '24 Sale 32.07 49,828 1,597,984 24,948,932 Apr 18 04:25 PM Jalazo April 10% Owner Apr 08 '24 Sale 32.07 49,828 1,597,984 24,948,932 Apr 18 04:25 PM Jalazo April 10% Owner Apr 05 '24 Sale 32.18 50,172 1,614,535 24,998,760 Apr 18 04:25 PM Katz Aimee 10% Owner Apr 05 '24 Sale 32.18 50,172 1,614,535 24,998,760 Apr 18 04:25 PM Ice Mountain LLC 10% Owner Apr 05 '24 Sale 32.18 50,172 1,614,535 24,998,760 Apr 09 07:33 PM Troutman Michael Chief Information Officer Feb 16 '24 Sale 30.70 897 27,538 43,026 Feb 20 09:19 PM Chhabra Sudhanshu VP-Zurn Business Systems Feb 16 '24 Sale 30.70 443 13,600 80,151 Feb 20 09:19 PM LaValle Jeffrey J. VP, General Counsel & Sec'y Feb 16 '24 Sale 30.70 227 6,969 30,323 Feb 20 09:18 PM ADAMS TODD A. Chairman and CEO Feb 09 '24 Sale 32.19 277,967 8,947,960 1,828,154 Feb 12 09:44 PM PETERSON MARK W SVP & Chief Financial Officer Feb 09 '24 Sale 32.19 73,727 2,373,272 390,968 Feb 12 09:21 PM Troutman Michael Chief Information Officer Feb 09 '24 Sale 31.29 7,029 219,937 43,923 Feb 13 09:45 PM Chhabra Sudhanshu VP-Zurn Business Systems Feb 09 '24 Sale 31.29 4,231 132,388 80,594 Feb 13 09:46 PM PETERSON MARK W SVP & Chief Financial Officer Feb 09 '24 Sale 31.29 3,857 120,686 387,111 Feb 13 09:45 PM LaValle Jeffrey J. VP, General Counsel & Sec'y Feb 09 '24 Sale 31.29 2,899 90,710 30,550 Feb 13 09:45 PM Schoon Jeffrey A President Feb 09 '24 Sale 31.29 1,039 32,510 16,395 Feb 13 09:46 PM CHRISTOPOUL THOMAS Director Feb 08 '24 Option Exercise 14.41 10,500 151,305 109,971 Feb 12 09:05 PM ADAMS TODD A. Chairman and CEO Feb 08 '24 Sale 33.06 129,604 4,284,708 1,828,550 Feb 12 09:44 PM PETERSON MARK W SVP & Chief Financial Officer Feb 08 '24 Sale 32.88 70,000 2,301,600 302,299 Feb 12 09:21 PM JAHNKE TIMOTHY J Director Feb 08 '24 Sale 33.09 30,000 992,700 589,275 Feb 12 09:15 PM CHRISTOPOUL THOMAS Director Feb 08 '24 Sale 33.04 10,500 346,933 99,471 Feb 12 09:05 PM Troutman Michael Chief Information Officer Nov 17 '23 Option Exercise 14.41 35,082 505,532 67,090 Nov 20 05:07 PM Troutman Michael Chief Information Officer Nov 17 '23 Sale 29.75 35,082 1,043,861 32,008 Nov 20 05:07 PM PETERSON MARK W SVP & Chief Financial Officer Nov 14 '23 Option Exercise 11.37 119,304 1,356,486 452,376 Nov 16 06:31 PM Wehr Craig Group Ex., President-Zurn Nov 02 '23 Option Exercise 14.41 55,133 794,467 137,038 Nov 03 05:04 PM Wehr Craig Group Ex., President-Zurn Nov 02 '23 Sale 28.09 55,133 1,548,554 81,905 Nov 03 05:04 PM PETERSON MARK W SVP & Chief Financial Officer Jul 31 '23 Option Exercise 9.69 199,954 1,937,554 458,259 Aug 02 05:43 PM
Index S&P 500 P/E 9.91 EPS (ttm) 14.80 Insider Own 0.55% Shs Outstand 166.14M Perf Week 0.14%
Market Cap 24.42B Forward P/E 9.05 EPS next Y 16.19 Insider Trans -18.83% Shs Float 165.72M Perf Month 6.13%
Income 2.49B PEG - EPS next Q 3.52 Inst Own 85.31% Short Float 1.84% Perf Quarter 9.81%
Sales 13.09B P/S 1.87 EPS this Y -10.61% Inst Trans -1.30% Short Ratio 2.79 Perf Half Y 30.72%
Book/sh 150.90 P/B 0.97 EPS next Y 14.71% ROA 1.23% Short Interest 3.05M Perf Year 27.67%
Cash/sh - P/C - EPS next 5Y - ROE 9.77% 52W Range 108.53 - 148.93 Perf YTD 6.93%
Dividend Est. 5.29 (3.61%) P/FCF 5.95 EPS past 5Y 4.38% ROI 6.45% 52W High -1.58% Beta 0.77
Dividend TTM 5.20 (3.55%) Quick Ratio - Sales past 5Y 16.01% Gross Margin - 52W Low 35.06% ATR (14) 3.15
Dividend Ex-Date Mar 01, 2024 Current Ratio 0.61 EPS Y/Y TTM 14.00% Oper. Margin 25.20% RSI (14) 58.76 Volatility 1.60% 2.09%
Employees 21980 Debt/Eq 0.60 Sales Y/Y TTM 29.65% Profit Margin 19.03% Recom 2.17 Target Price 163.71
Option/Short Yes / Yes LT Debt/Eq 0.42 EPS Q/Q -24.71% Payout 32.94% Rel Volume 0.49 Prev Close 146.27
Sales Surprise -0.12% EPS Surprise 0.45% Sales Q/Q 14.78% Earnings Apr 15 BMO Avg Volume 1.09M Price 146.58
SMA20 3.20% SMA50 3.60% SMA200 10.39% Trades
Volume 531,886 Change 0.21%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-18-23 Downgrade Deutsche Bank
Buy → Hold
$145
Sep-29-23 Downgrade Odeon
Buy → Hold
$133.65
Apr-18-23 Upgrade Argus
Hold → Buy
$150
Apr-10-23 Downgrade UBS
Buy → Neutral
Mar-27-23 Upgrade Citigroup
Neutral → Buy
$178 → $155
Mar-23-23 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-10-23 Upgrade Odeon
Hold → Buy
$171.76
Jan-03-23 Upgrade Wedbush
Neutral → Outperform
$170
Jan-03-23 Downgrade Barclays
Overweight → Equal Weight
$225 → $194
Dec-21-22 Initiated DA Davidson
Neutral
$160
Dec-07-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$215 → $180
Dec-05-22 Resumed Morgan Stanley
Overweight
$220 → $235
Oct-04-22 Downgrade Citigroup
Buy → Neutral
$200
Sep-28-22 Resumed Wedbush
Neutral
$187
Jun-17-22 Upgrade Robert W. Baird
Neutral → Outperform
$200
Apr-21-22 Upgrade Morgan Stanley
Underweight → Overweight
$179 → $238
Mar-28-22 Downgrade Morgan Stanley
Equal-Weight → Underweight
$185 → $179
Mar-24-22 Resumed Citigroup
Buy
Jan-24-22 Upgrade Piper Sandler
Neutral → Overweight
$170 → $190
Jan-13-22 Initiated UBS
Buy
$212
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M&T Bank Corp. operates as a bank holding company, which engages in the provision of retail and commercial banking, trust, wealth management and investment services. It operates through the following segments: Business Banking, Commercial Banking, Commercial Real Estate, Discretionary Portfolio, Residential Mortgage Banking, and Retail Banking. The Business Banking segment provides services to small businesses and professionals through the company's branch network, business banking centers, and other delivery channels such as telephone banking, Internet banking and automated teller machines. The Commercial Banking segment offers credit products and banking services for middle-market and large commercial customers. The Commercial Real Estate segment includes credit and deposit services to its customers. The Discretionary Portfolio segment consists of investment and trading securities, residential mortgage loans and other assets, short-term and long-term borrowed funds, brokered certificates of deposit and interest rate swap agreements related thereto, and Cayman Islands branch deposits. The Residential Mortgage Banking segment consists of residential mortgage loans and sells substantially all of those loans in the secondary market to investors. The Retail Banking segment offers services to consumers through several delivery channels which include branch offices, automated teller machines, telephone banking, and Internet banking. The company was founded on August 30, 1856, and is headquartered in Buffalo, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BARNES JOHN P Director Apr 26 '24 Option Exercise 129.54 10,000 1,295,400 44,545 Apr 29 04:40 PM BARNES JOHN P Director Apr 26 '24 Sale 148.00 10,000 1,480,000 34,545 Apr 29 04:40 PM BARNES JOHN P Director Apr 25 '24 Option Exercise 129.54 10,000 1,295,400 44,545 Apr 29 04:40 PM BARNES JOHN P Director Apr 25 '24 Sale 147.11 10,000 1,471,143 34,545 Apr 29 04:40 PM Meister Doris P. Sr. Executive Vice President Apr 17 '24 Sale 138.21 1,638 226,388 3,362 Apr 19 03:20 PM GEISEL GARY N Director Mar 14 '24 Sale 140.84 703 99,014 16,459 Mar 15 02:00 PM WALTERS KIRK W Director Mar 13 '24 Option Exercise 124.96 28,845 3,604,450 35,212 Mar 15 02:01 PM WALTERS KIRK W Director Mar 13 '24 Sale 145.00 28,845 4,182,525 6,367 Mar 15 02:01 PM Meister Doris P. Sr. Executive Vice President Mar 11 '24 Sale 143.60 3,961 568,819 5,000 Mar 13 10:05 AM Meister Doris P. Sr. Executive Vice President Feb 23 '24 Sale 137.91 1,675 231,003 8,961 Feb 27 05:18 PM Meister Doris P. Sr. Executive Vice President Feb 01 '24 Sale 132.30 1,000 132,300 7,274 Feb 02 04:47 PM BARNES JOHN P Director Dec 14 '23 Option Exercise 123.44 996 122,946 35,541 Dec 15 03:44 PM BARNES JOHN P Director Dec 14 '23 Sale 144.31 996 143,736 34,545 Dec 15 03:44 PM BARNES JOHN P Director Dec 13 '23 Option Exercise 123.44 46,266 5,711,075 80,811 Dec 15 03:44 PM BARNES JOHN P Director Dec 13 '23 Sale 136.66 46,266 6,322,929 34,545 Dec 15 03:44 PM WALTERS KIRK W Director Dec 13 '23 Sale 138.00 721 99,498 6,367 Dec 15 03:45 PM BARNES JOHN P Director Dec 11 '23 Option Exercise 125.85 16,378 2,061,171 50,923 Dec 12 05:23 PM BARNES JOHN P Director Dec 11 '23 Sale 133.28 16,378 2,182,878 34,545 Dec 12 05:23 PM BARNES JOHN P Director Dec 08 '23 Option Exercise 125.75 25,255 3,175,828 59,800 Dec 12 05:23 PM BARNES JOHN P Director Dec 08 '23 Sale 133.10 25,255 3,361,425 34,545 Dec 12 05:23 PM BARNES JOHN P Director Dec 07 '23 Option Exercise 125.85 32,940 4,145,499 67,485 Dec 08 05:09 PM BARNES JOHN P Director Dec 07 '23 Sale 132.80 32,940 4,374,580 34,545 Dec 08 05:09 PM BARNES JOHN P Director Dec 06 '23 Option Exercise 124.33 813 101,080 35,358 Dec 08 05:09 PM BARNES JOHN P Director Dec 06 '23 Sale 134.01 813 108,953 34,545 Dec 08 05:09 PM GEISEL GARY N Director Dec 04 '23 Sale 133.49 1,587 211,849 17,133 Dec 05 04:29 PM WALTERS KIRK W Director Dec 01 '23 Option Exercise 117.82 29,004 3,417,251 36,092 Dec 04 04:57 PM WALTERS KIRK W Director Dec 01 '23 Sale 130.00 29,004 3,770,520 7,088 Dec 04 04:57 PM Bojdak Robert J Sr. Executive Vice President Nov 21 '23 Sale 126.17 800 100,936 16,897 Nov 22 12:50 PM Meister Doris P. Sr. Executive Vice President Oct 30 '23 Sale 110.58 1,000 110,583 6,055 Nov 01 04:05 PM Bible Daryl N. Sr. EVP & CFO Oct 25 '23 Buy 111.04 5,000 555,218 32,876 Oct 27 05:35 PM Meister Doris P. Sr. Executive Vice President Aug 11 '23 Sale 136.02 1,000 136,023 7,055 Aug 15 04:07 PM BARNES JOHN P Director Jul 28 '23 Option Exercise 117.82 53,542 6,308,318 88,087 Jul 31 04:21 PM BARNES JOHN P Director Jul 28 '23 Sale 140.00 53,542 7,495,896 34,545 Jul 31 04:21 PM BARNES JOHN P Director Jul 27 '23 Option Exercise 117.82 2,470 291,015 37,015 Jul 31 04:21 PM BARNES JOHN P Director Jul 27 '23 Sale 140.32 2,470 346,589 34,545 Jul 31 04:21 PM Meister Doris P. Sr. Executive Vice President Jul 27 '23 Sale 140.43 1,334 187,333 8,055 Jul 31 03:57 PM Bible Daryl N. Sr. EVP & CFO Jun 01 '23 Buy 120.61 10,000 1,206,082 10,000 Jun 05 07:50 PM Seseri Rudina Director May 17 '23 Sale 118.40 700 82,880 1,736 May 19 03:05 PM
Index - P/E - EPS (ttm) -20.77 Insider Own 20.29% Shs Outstand 11.06M Perf Week -17.10%
Market Cap 42.36M Forward P/E - EPS next Y - Insider Trans 0.45% Shs Float 8.82M Perf Month 7.89%
Income -269.78M PEG - EPS next Q - Inst Own 21.88% Short Float 8.60% Perf Quarter 43.98%
Sales 573.81M P/S 0.07 EPS this Y - Inst Trans - Short Ratio 9.98 Perf Half Y -47.10%
Book/sh -19.17 P/B - EPS next Y - ROA -16.37% Short Interest 0.76M Perf Year -52.10%
Cash/sh 18.74 P/C 0.20 EPS next 5Y - ROE -1428.54% 52W Range 2.33 - 16.60 Perf YTD 12.98%
Dividend Est. - P/FCF - EPS past 5Y - ROI -19.46% 52W High -76.93% Beta 1.32
Dividend TTM - Quick Ratio 0.71 Sales past 5Y 42.91% Gross Margin 32.72% 52W Low 64.38% ATR (14) 0.59
Dividend Ex-Date - Current Ratio 0.71 EPS Y/Y TTM -130.97% Oper. Margin -42.24% RSI (14) 45.53 Volatility 12.83% 14.90%
Employees - Debt/Eq - Sales Y/Y TTM 75.84% Profit Margin -47.02% Recom 3.00 Target Price 4.00
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 15.11% Payout - Rel Volume 0.48 Prev Close 4.13
Sales Surprise -3.22% EPS Surprise -97.33% Sales Q/Q 29.21% Earnings Mar 15 AMC Avg Volume 76.05K Price 3.83
SMA20 -13.97% SMA50 -12.98% SMA200 -34.60% Trades
Volume 36,181 Change -7.26%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-20-23 Downgrade Citigroup
Buy → Neutral
$4
Apr-20-22 Initiated Citigroup
Buy
$7
Apr-22-24 06:56PM
Apr-05-24 04:05PM
Mar-15-24 04:07PM
Dec-11-23 08:15AM
Nov-28-23 04:30PM
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04:20PM
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Aug-10-22 07:39PM
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Jul-15-22 08:00AM
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Jun-08-22 04:10PM
May-24-22 07:36AM
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Jan-19-22 03:20PM
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Sonder Holdings, Inc. engages in hospitality services. It operates and manages various accommodations that are suitable for one night and extended stays. The company was founded by Francis Davidson-Tanguay and Martin Picard in 2014 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Bowen Adam Chief Accounting Officer Dec 06 '23 Buy 2.89 10,000 28,900 30,000 Dec 06 04:45 PM BERRY CHRISTOPHER MICHAEL SVP, Chief Accounting Officer Aug 17 '23 Buy 0.49 18,180 8,908 234,180 Aug 17 04:56 PM Rothenberg Philip L General Counsel & Secretary May 17 '23 Buy 0.45 300,000 135,000 300,000 May 17 04:17 PM Davidson Francis Chief Executive Officer May 17 '23 Buy 0.51 211,000 107,610 4,060,224 May 17 04:15 PM Davidson Francis Chief Executive Officer May 16 '23 Buy 0.37 250,000 92,500 3,849,224 May 17 04:15 PM BERRY CHRISTOPHER MICHAEL SVP, Chief Accounting Officer May 16 '23 Buy 0.33 16,000 5,280 91,000 May 16 04:42 PM Davidson Francis Chief Executive Officer May 15 '23 Buy 0.32 154,645 49,486 3,599,224 May 17 04:15 PM Bourgault Dominique Chief Financial Officer May 15 '23 Buy 0.32 100,000 32,000 100,000 May 15 04:33 PM BERRY CHRISTOPHER MICHAEL SVP, Chief Accounting Officer May 15 '23 Buy 0.32 14,000 4,480 75,000 May 16 04:42 PM
Index - P/E - EPS (ttm) -0.14 Insider Own 2.91% Shs Outstand 91.26M Perf Week -10.15%
Market Cap 6.11B Forward P/E 16.56 EPS next Y 3.99 Insider Trans -6.52% Shs Float 89.74M Perf Month -11.86%
Income -11.30M PEG - EPS next Q 0.93 Inst Own 101.30% Short Float 3.92% Perf Quarter -17.66%
Sales 2.99B P/S 2.04 EPS this Y 2.85% Inst Trans -8.00% Short Ratio 5.63 Perf Half Y -10.00%
Book/sh 31.30 P/B 2.11 EPS next Y 12.86% ROA -0.21% Short Interest 3.52M Perf Year -2.69%
Cash/sh 0.84 P/C 79.06 EPS next 5Y 10.25% ROE -0.40% 52W Range 66.39 - 87.77 Perf YTD -14.97%
Dividend Est. - P/FCF - EPS past 5Y 34.75% ROI -0.24% 52W High -24.67% Beta 1.36
Dividend TTM - Quick Ratio 1.25 Sales past 5Y 1.29% Gross Margin 23.52% 52W Low -0.41% ATR (14) 2.04
Dividend Ex-Date - Current Ratio 1.27 EPS Y/Y TTM -104.04% Oper. Margin 17.49% RSI (14) 26.90 Volatility 3.68% 2.56%
Employees 23500 Debt/Eq 0.69 Sales Y/Y TTM 10.92% Profit Margin -0.38% Recom 1.54 Target Price 90.46
Option/Short Yes / Yes LT Debt/Eq 0.66 EPS Q/Q 14.94% Payout - Rel Volume 1.89 Prev Close 66.73
Sales Surprise -1.43% EPS Surprise 5.41% Sales Q/Q 9.06% Earnings May 01 AMC Avg Volume 625.80K Price 66.12
SMA20 -9.05% SMA50 -14.40% SMA200 -13.44% Trades
Volume 1,181,258 Change -0.91%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-25-24 Upgrade Deutsche Bank
Sell → Hold
$70
Mar-06-24 Initiated Barclays
Overweight
$100
Apr-21-23 Initiated Cantor Fitzgerald
Neutral
$83
Apr-20-23 Downgrade Deutsche Bank
Hold → Sell
$75 → $63
Dec-12-22 Upgrade Loop Capital
Hold → Buy
$90 → $95
Jun-17-22 Initiated Loop Capital
Hold
$72
Sep-27-21 Initiated SVB Leerink
Outperform
$85
Sep-24-21 Initiated UBS
Buy
$81
Sep-20-21 Upgrade Credit Suisse
Neutral → Outperform
$68
Sep-10-21 Initiated Cowen
Outperform
$79
Aug-12-21 Initiated Barclays
Underweight
$69
Jul-09-21 Initiated Seaport Global Securities
Neutral
Nov-17-20 Upgrade UBS
Neutral → Buy
$37 → $54
Sep-30-20 Upgrade Raymond James
Outperform → Strong Buy
$40 → $48
Jan-28-20 Initiated Stephens
Equal-Weight
$36
Dec-11-19 Downgrade Wells Fargo
Outperform → Market Perform
Jul-31-19 Downgrade Raymond James
Strong Buy → Outperform
$45
Jan-03-19 Initiated Deutsche Bank
Hold
$27
Nov-16-18 Initiated UBS
Neutral
$39
Jan-30-18 Resumed Wells Fargo
Outperform
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(Thomson Reuters StreetEvents) -8.58%
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Acadia Healthcare Co., Inc. engages in the provision of behavioral healthcare services across the United States. The firm provides services to its patients in a variety of settings, including inpatient psychiatric hospitals, specialty treatment facilities, residential treatment centers, and outpatient clinics. The company was founded in January 2005 and is headquartered in Franklin, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Miquelon Wade D Director Mar 05 '24 Sale 85.39 2,203 188,114 46,074 Mar 06 05:30 PM Gregg Vicky B Director Mar 04 '24 Sale 85.56 2,500 213,900 26,851 Mar 06 05:28 PM OSTEEN DEBRA K Director Dec 13 '23 Sale 77.67 35,000 2,718,450 675,833 Dec 14 09:14 PM OSTEEN DEBRA K Director Dec 12 '23 Sale 76.23 8,000 609,840 710,833 Dec 14 09:14 PM Hollinsworth John S. EVP of Operations Nov 14 '23 Sale 74.01 92,500 6,846,300 84,630 Nov 16 05:01 PM Hollinsworth John S. EVP of Operations Nov 10 '23 Sale 73.00 20,000 1,460,000 177,130 Nov 13 05:42 PM OSTEEN DEBRA K Director Nov 08 '23 Sale 74.21 15,000 1,113,150 718,833 Nov 13 05:33 PM Hollinsworth John S. EVP of Operations Nov 08 '23 Sale 74.50 12,500 931,250 197,130 Nov 13 05:42 PM
Index S&P 500 P/E 14.27 EPS (ttm) 8.76 Insider Own 0.74% Shs Outstand 250.10M Perf Week -2.08%
Market Cap 31.39B Forward P/E 9.64 EPS next Y 12.97 Insider Trans -1.86% Shs Float 249.16M Perf Month 0.03%
Income 2.20B PEG - EPS next Q 2.87 Inst Own 86.94% Short Float 1.11% Perf Quarter 16.86%
Sales 21.59B P/S 1.45 EPS this Y -9.96% Inst Trans -1.45% Short Ratio 1.36 Perf Half Y 51.40%
Book/sh 54.53 P/B 2.29 EPS next Y 28.04% ROA 1.58% Short Interest 2.76M Perf Year 30.55%
Cash/sh - P/C - EPS next 5Y -7.29% ROE 15.59% 52W Range 79.04 - 131.65 Perf YTD 11.25%
Dividend Est. 2.82 (2.26%) P/FCF 3.77 EPS past 5Y 7.63% ROI 6.52% 52W High -5.02% Beta 1.43
Dividend TTM 2.80 (2.24%) Quick Ratio - Sales past 5Y 10.93% Gross Margin - 52W Low 58.20% ATR (14) 2.59
Dividend Ex-Date May 22, 2024 Current Ratio 2.89 EPS Y/Y TTM -41.00% Oper. Margin 13.77% RSI (14) 50.53 Volatility 1.61% 1.97%
Employees 21100 Debt/Eq 1.39 Sales Y/Y TTM 27.40% Profit Margin 10.20% Recom 2.47 Target Price 136.23
Option/Short Yes / Yes LT Debt/Eq 1.30 EPS Q/Q -69.42% Payout 23.99% Rel Volume 0.40 Prev Close 124.51
Sales Surprise 3.37% EPS Surprise -62.87% Sales Q/Q 20.71% Earnings Apr 17 AMC Avg Volume 2.03M Price 125.04
SMA20 0.21% SMA50 0.74% SMA200 20.39% Trades
Volume 811,001 Change 0.43%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-08-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$105 → $133
Jan-19-24 Downgrade HSBC Securities
Buy → Hold
$121 → $107
Jan-10-24 Initiated Deutsche Bank
Hold
$140
Jan-03-24 Upgrade Piper Sandler
Neutral → Overweight
$104 → $129
Dec-20-23 Upgrade Citigroup
Neutral → Buy
$93 → $133
Dec-06-23 Upgrade BofA Securities
Neutral → Buy
$94 → $116
Nov-15-23 Initiated Barclays
Equal Weight
$99
Nov-01-23 Initiated TD Cowen
Outperform
$100
Oct-13-23 Initiated HSBC Securities
Buy
$104
Aug-24-23 Upgrade Wolfe Research
Peer Perform → Outperform
$104
Jul-21-23 Downgrade Piper Sandler
Overweight → Neutral
$130 → $112
Mar-15-23 Upgrade BofA Securities
Underperform → Neutral
$107
Feb-08-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$96
Jan-06-23 Downgrade Barclays
Overweight → Equal Weight
$115 → $120
Dec-13-22 Downgrade BofA Securities
Buy → Underperform
Nov-21-22 Initiated UBS
Neutral
$120
Oct-26-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$104 → $116
Sep-06-22 Downgrade JP Morgan
Overweight → Neutral
$140 → $113
Jul-22-22 Downgrade Citigroup
Buy → Neutral
$140 → $115
May-12-22 Downgrade Wolfe Research
Outperform → Peer Perform
$97
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(The Wall Street Journal) +12.61%
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Discover Financial Services is a holding company. It operates under the Digital Banking and Payment Services segments. The Digital Banking segment focuses on consumer banking and lending products, specifically Discover-branded credit cards issued to individuals on the Discover Network and other consumer banking products and services including private student loans, personal loans, home loans, and deposit products. The Payment Services segment includes PULSE, Diners Club, and the Network Partners business, which provides payment transaction processing and settlement services on the Discover Global Network. The company was founded in 1960 and is headquartered in Riverwoods, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Greene John EVP, Chief Financial Officer Jan 26 '24 Sale 106.51 35,191 3,748,193 18,592 Jan 30 04:24 PM
Index - P/E - EPS (ttm) -63.36 Insider Own 42.35% Shs Outstand 8.02M Perf Week -7.45%
Market Cap 467.08M Forward P/E - EPS next Y -8.87 Insider Trans 5.48% Shs Float 4.63M Perf Month -18.43%
Income -81.17M PEG - EPS next Q -2.38 Inst Own 58.81% Short Float 2.90% Perf Quarter 9.17%
Sales 0.00M P/S - EPS this Y 82.75% Inst Trans -28.25% Short Ratio 3.88 Perf Half Y 369.68%
Book/sh 21.20 P/B 2.75 EPS next Y 3.18% ROA -47.34% Short Interest 0.13M Perf Year 517.93%
Cash/sh 21.16 P/C 2.75 EPS next 5Y - ROE -67.90% 52W Range 4.57 - 97.91 Perf YTD 21.51%
Dividend Est. - P/FCF - EPS past 5Y -11.67% ROI -40.36% 52W High -40.52% Beta 4.02
Dividend TTM - Quick Ratio 8.87 Sales past 5Y -26.84% Gross Margin - 52W Low 1173.01% ATR (14) 5.98
Dividend Ex-Date - Current Ratio 8.87 EPS Y/Y TTM 45.55% Oper. Margin 0.00% RSI (14) 40.59 Volatility 8.39% 9.45%
Employees 101 Debt/Eq 0.20 Sales Y/Y TTM -100.00% Profit Margin - Recom 1.00 Target Price 130.00
Option/Short No / Yes LT Debt/Eq 0.18 EPS Q/Q 80.13% Payout - Rel Volume 0.45 Prev Close 58.22
Sales Surprise - EPS Surprise -42.02% Sales Q/Q - Earnings Mar 26 AMC Avg Volume 34.65K Price 58.24
SMA20 -14.12% SMA50 -9.56% SMA200 53.34% Trades
Volume 15,519 Change 0.03%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-28-24 Reiterated H.C. Wainwright
Buy
$100 → $115
Feb-27-24 Initiated BMO Capital Markets
Outperform
$120
Dec-04-23 Initiated H.C. Wainwright
Buy
$100
Nov-29-23 Initiated RBC Capital Mkts
Outperform
$70
Nov-10-23 Initiated Piper Sandler
Overweight
$180
Feb-15-23 Downgrade Chardan Capital Markets
Buy → Neutral
Feb-13-23 Downgrade Cowen
Outperform → Market Perform
Sep-22-21 Downgrade Goldman
Buy → Neutral
$12 → $9
Jan-27-21 Upgrade JP Morgan
Neutral → Overweight
$56
Dec-22-20 Initiated B. Riley Securities
Buy
$79
Jul-14-20 Initiated Oppenheimer
Outperform
$36
May-18-20 Downgrade JP Morgan
Overweight → Neutral
$27
Oct-28-19 Initiated JP Morgan
Overweight
$25
Oct-28-19 Initiated Goldman
Buy
$30
Oct-28-19 Initiated Cowen
Outperform
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Korro Bio, Inc. is an RNA editing company, which engages in the discovery and development of genetic medicines. The company was founded by Nessan Bermingham, Jean-Francois Formela, Joshua Rosenthal, and Andrew Fraley in 2018 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mathers Edward T 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM SANDELL SCOTT D 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Makhzoumi Mohamad 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Yang Rick 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Walker Paul Edward 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Florence Anthony A. Jr. 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Chang Carmen 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM BASKETT FOREST 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM New Enterprise Associates 17, 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 1,090,793 Apr 24 05:00 PM Atlas Venture Opportunity Fund 10% Owner Apr 22 '24 Buy 56.00 17,857 999,992 195,074 Apr 23 05:23 PM Lucchino David L. Director Nov 22 '23 Sale 37.69 1,156 43,573 22,150 Nov 27 08:48 PM Lucchino David L. Director Nov 10 '23 Sale 41.97 968 40,632 23,306 Nov 22 04:05 PM Lucchino David L. President and CEO Aug 18 '23 Sale 0.60 2,865 1,719 636,801 Aug 22 04:19 PM Mitrano Richard J. VP Finance & Operations Aug 18 '23 Sale 0.63 227 143 48,694 Aug 22 04:21 PM Lucchino David L. President and CEO Aug 17 '23 Sale 0.63 2,733 1,722 639,666 Aug 18 08:01 AM Mitrano Richard J. VP Finance & Operations Aug 17 '23 Sale 0.62 230 143 48,921 Aug 18 08:05 AM Lucchino David L. President and CEO Aug 16 '23 Sale 0.65 2,895 1,882 642,399 Aug 18 08:01 AM Mitrano Richard J. VP Finance & Operations Aug 16 '23 Sale 0.67 234 157 49,151 Aug 18 08:05 AM Lucchino David L. President and CEO Aug 15 '23 Sale 0.67 2,629 1,761 645,294 Aug 16 08:59 AM Mitrano Richard J. VP Finance & Operations Aug 15 '23 Sale 0.65 228 148 49,385 Aug 16 09:02 AM Lucchino David L. President and CEO Aug 14 '23 Sale 0.63 2,881 1,815 647,923 Aug 16 08:59 AM Mitrano Richard J. VP Finance & Operations Aug 14 '23 Sale 0.64 238 152 49,613 Aug 16 09:02 AM Lucchino David L. President and CEO Aug 11 '23 Sale 0.67 2,733 1,831 650,804 Aug 14 04:07 PM Mitrano Richard J. VP Finance & Operations Aug 11 '23 Sale 0.64 240 154 49,851 Aug 14 04:06 PM Lucchino David L. President and CEO Aug 10 '23 Sale 0.68 2,790 1,897 653,537 Aug 14 04:07 PM Mitrano Richard J. VP Finance & Operations Aug 10 '23 Sale 0.64 247 158 50,091 Aug 14 04:06 PM Lucchino David L. President and CEO Aug 09 '23 Sale 0.67 2,798 1,875 656,327 Aug 10 04:04 PM Mitrano Richard J. VP Finance & Operations Aug 09 '23 Sale 0.66 238 157 50,338 Aug 10 04:02 PM Lucchino David L. President and CEO Aug 08 '23 Sale 0.69 2,810 1,939 659,125 Aug 10 04:04 PM Mitrano Richard J. VP Finance & Operations Aug 08 '23 Sale 0.67 241 161 50,576 Aug 10 04:02 PM Lucchino David L. President and CEO Aug 07 '23 Sale 0.68 2,857 1,943 661,935 Aug 09 08:51 AM Mitrano Richard J. VP Finance & Operations Aug 07 '23 Sale 0.69 235 162 50,817 Aug 09 08:50 AM Lucchino David L. President and CEO Aug 04 '23 Sale 0.69 2,550 1,759 664,792 Aug 09 08:51 AM Mitrano Richard J. VP Finance & Operations Aug 04 '23 Sale 0.67 220 147 51,052 Aug 09 08:50 AM Lucchino David L. President and CEO Aug 03 '23 Sale 0.59 2,679 1,581 667,342 Aug 04 04:10 PM Mitrano Richard J. VP Finance & Operations Aug 03 '23 Sale 0.56 232 130 51,272 Aug 04 04:09 PM Lucchino David L. President and CEO Aug 02 '23 Sale 0.52 2,587 1,345 670,021 Aug 04 04:10 PM Mitrano Richard J. VP Finance & Operations Aug 02 '23 Sale 0.49 231 113 51,504 Aug 04 04:09 PM Lucchino David L. President and CEO Aug 01 '23 Sale 0.49 2,799 1,372 672,608 Aug 02 04:36 PM Mitrano Richard J. VP Finance & Operations Aug 01 '23 Sale 0.48 238 114 51,735 Aug 02 04:35 PM Lucchino David L. President and CEO Jul 31 '23 Sale 0.50 2,676 1,338 675,407 Aug 02 04:36 PM Mitrano Richard J. VP Finance & Operations Jul 31 '23 Sale 0.50 222 111 51,973 Aug 02 04:35 PM Lucchino David L. President and CEO Jul 28 '23 Sale 0.47 2,647 1,244 678,083 Jul 31 04:05 PM Loose Christopher R. Chief Scientific Officer Jul 28 '23 Sale 0.46 1,344 618 183,650 Jul 31 04:01 PM Mitrano Richard J. VP Finance & Operations Jul 28 '23 Sale 0.47 223 105 52,195 Jul 31 04:09 PM Lucchino David L. President and CEO Jul 27 '23 Sale 0.51 2,791 1,423 680,730 Jul 31 04:05 PM Loose Christopher R. Chief Scientific Officer Jul 27 '23 Sale 0.53 1,373 728 184,994 Jul 31 04:01 PM Mitrano Richard J. VP Finance & Operations Jul 27 '23 Sale 0.53 227 120 52,418 Jul 31 04:09 PM Lucchino David L. President and CEO Jul 26 '23 Sale 0.52 2,609 1,357 683,521 Jul 27 04:15 PM Loose Christopher R. Chief Scientific Officer Jul 26 '23 Sale 0.51 1,329 678 186,367 Jul 27 04:16 PM Mitrano Richard J. VP Finance & Operations Jul 26 '23 Sale 0.53 222 118 52,645 Jul 27 04:16 PM Lucchino David L. President and CEO Jul 25 '23 Sale 0.50 2,803 1,402 686,130 Jul 27 04:15 PM Loose Christopher R. Chief Scientific Officer Jul 25 '23 Sale 0.50 1,390 695 187,696 Jul 27 04:16 PM Mitrano Richard J. VP Finance & Operations Jul 25 '23 Sale 0.50 234 117 52,867 Jul 27 04:16 PM Lucchino David L. President and CEO Jul 24 '23 Sale 0.54 2,887 1,559 688,933 Jul 25 04:56 PM Loose Christopher R. Chief Scientific Officer Jul 24 '23 Sale 0.54 1,438 777 189,086 Jul 25 04:56 PM Mitrano Richard J. VP Finance & Operations Jul 24 '23 Sale 0.56 234 131 53,101 Jul 25 04:55 PM Lucchino David L. President and CEO Jul 21 '23 Sale 0.61 2,663 1,624 691,820 Jul 25 04:56 PM Loose Christopher R. Chief Scientific Officer Jul 21 '23 Sale 0.61 1,333 813 190,524 Jul 25 04:56 PM Mitrano Richard J. VP Finance & Operations Jul 21 '23 Sale 0.61 223 136 53,335 Jul 25 04:55 PM Lucchino David L. President and CEO Jul 20 '23 Sale 0.64 2,710 1,734 694,483 Jul 21 04:06 PM Loose Christopher R. Chief Scientific Officer Jul 20 '23 Sale 0.64 1,361 871 191,857 Jul 21 04:07 PM Mitrano Richard J. VP Finance & Operations Jul 20 '23 Sale 0.64 229 147 53,558 Jul 21 04:04 PM Lucchino David L. President and CEO Jul 19 '23 Sale 0.65 2,646 1,720 697,193 Jul 21 04:06 PM Loose Christopher R. Chief Scientific Officer Jul 19 '23 Sale 0.65 1,335 868 193,218 Jul 21 04:07 PM Mitrano Richard J. VP Finance & Operations Jul 19 '23 Sale 0.63 228 144 53,787 Jul 21 04:04 PM Lucchino David L. President and CEO Jul 18 '23 Sale 0.56 2,968 1,662 699,839 Jul 19 04:14 PM Loose Christopher R. Chief Scientific Officer Jul 18 '23 Sale 0.56 1,484 831 194,553 Jul 19 04:13 PM Mitrano Richard J. VP Finance & Operations Jul 18 '23 Sale 0.56 249 139 54,015 Jul 19 04:16 PM Lucchino David L. President and CEO Jul 17 '23 Sale 0.68 2,775 1,887 702,807 Jul 19 04:14 PM Loose Christopher R. Chief Scientific Officer Jul 17 '23 Sale 0.67 1,415 948 196,037 Jul 19 04:13 PM Mitrano Richard J. VP Finance & Operations Jul 17 '23 Sale 0.65 244 159 54,264 Jul 19 04:16 PM Lucchino David L. President and CEO Jul 14 '23 Sale 0.59 1,815 1,071 705,582 Jul 17 04:22 PM Loose Christopher R. Chief Scientific Officer Jul 14 '23 Sale 0.59 906 535 197,452 Jul 17 04:23 PM Mitrano Richard J. VP Finance & Operations Jul 14 '23 Sale 0.60 148 89 54,508 Jul 17 04:20 PM Lucchino David L. President and CEO Jul 13 '23 Sale 0.39 2,646 1,032 707,397 Jul 17 04:22 PM Loose Christopher R. Chief Scientific Officer Jul 13 '23 Sale 0.39 1,329 518 198,358 Jul 17 04:23 PM Mitrano Richard J. VP Finance & Operations Jul 13 '23 Sale 0.39 227 89 54,656 Jul 17 04:20 PM Lucchino David L. President and CEO Jul 12 '23 Sale 0.39 2,649 1,033 710,043 Jul 13 04:14 PM Loose Christopher R. Chief Scientific Officer Jul 12 '23 Sale 0.39 1,335 521 199,687 Jul 13 04:42 PM Mitrano Richard J. VP Finance & Operations Jul 12 '23 Sale 0.40 220 88 54,883 Jul 13 04:09 PM Lucchino David L. President and CEO Jul 11 '23 Sale 0.37 2,731 1,010 712,692 Jul 13 04:14 PM Loose Christopher R. Chief Scientific Officer Jul 11 '23 Sale 0.37 1,363 504 201,022 Jul 13 04:42 PM Mitrano Richard J. VP Finance & Operations Jul 11 '23 Sale 0.37 228 84 55,103 Jul 13 04:09 PM Lucchino David L. President and CEO Jul 10 '23 Sale 0.38 2,591 985 442,696 Jul 11 05:24 PM Loose Christopher R. Chief Scientific Officer Jul 10 '23 Sale 0.37 1,304 482 66,023 Jul 11 05:35 PM Mitrano Richard J. VP Finance & Operations Jul 10 '23 Sale 0.37 220 81 32,605 Jul 11 05:29 PM Lucchino David L. President and CEO Jul 07 '23 Sale 0.35 2,634 922 436,196 Jul 11 05:24 PM Loose Christopher R. Chief Scientific Officer Jul 07 '23 Sale 0.36 1,306 470 62,781 Jul 11 05:35 PM Mitrano Richard J. VP Finance & Operations Jul 07 '23 Sale 0.36 220 79 32,067 Jul 11 05:29 PM Lucchino David L. President and CEO Jul 06 '23 Sale 0.34 2,773 943 429,739 Jul 07 04:56 PM Loose Christopher R. Chief Scientific Officer Jul 06 '23 Sale 0.34 1,384 471 57,758 Jul 07 04:54 PM Mitrano Richard J. VP Finance & Operations Jul 06 '23 Sale 0.35 224 78 31,529 Jul 07 05:06 PM
Index RUT P/E - EPS (ttm) -1.52 Insider Own 66.63% Shs Outstand 158.83M Perf Week 1.09%
Market Cap 1.47B Forward P/E - EPS next Y -1.63 Insider Trans 0.51% Shs Float 53.21M Perf Month -32.63%
Income -235.93M PEG - EPS next Q -0.34 Inst Own 15.01% Short Float 11.03% Perf Quarter -39.78%
Sales 0.00M P/S - EPS this Y 58.57% Inst Trans - Short Ratio 9.92 Perf Half Y -14.27%
Book/sh 2.95 P/B 3.13 EPS next Y -8.23% ROA -51.15% Short Interest 5.87M Perf Year -
Cash/sh 2.85 P/C 3.25 EPS next 5Y - ROE -54.49% 52W Range 8.82 - 21.00 Perf YTD -45.75%
Dividend Est. - P/FCF - EPS past 5Y - ROI -50.10% 52W High -55.95% Beta -
Dividend TTM - Quick Ratio 19.05 Sales past 5Y 0.00% Gross Margin - 52W Low 4.88% ATR (14) 0.82
Dividend Ex-Date - Current Ratio 19.05 EPS Y/Y TTM -76.42% Oper. Margin 0.00% RSI (14) 28.38 Volatility 5.74% 7.09%
Employees 124 Debt/Eq 0.01 Sales Y/Y TTM - Profit Margin - Recom 1.00 Target Price 24.71
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -269.65% Payout - Rel Volume 0.64 Prev Close 9.22
Sales Surprise - EPS Surprise -28.81% Sales Q/Q - Earnings Mar 07 BMO Avg Volume 591.95K Price 9.25
SMA20 -17.61% SMA50 -33.85% SMA200 -32.42% Trades
Volume 378,375 Change 0.33%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-12-23 Initiated Deutsche Bank
Hold
$13
Oct-10-23 Initiated William Blair
Outperform
$26
Oct-10-23 Initiated Stifel
Buy
$26
Oct-10-23 Initiated RBC Capital Mkts
Outperform
$24
Oct-10-23 Initiated JP Morgan
Overweight
$21
Oct-10-23 Initiated Guggenheim
Buy
$22
Oct-10-23 Initiated BofA Securities
Buy
$18
Apr-16-24 11:28AM
Apr-15-24 04:20PM
(Investor's Business Daily) -17.48%
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Neumora Therapeutics, Inc. is a clinical-stage biotechnology company. It offers a precision medicine approach for brain diseases through the integration of data science and neuroscience. The firm focuses on advancing medicines for therapeutically relevant targets implicated in CNS diseases, targeting novel mechanisms of action with best-in-class pharmacology. The company was founded by Paul L. Berns, Carol Suh and Mike Poole in November 2019 and is headquartered in Watertown, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Burow Kristina Director Nov 14 '23 Buy 11.98 3,357 40,217 4,131,207 Nov 15 06:55 PM ARCH Venture Partners XII, LLC 10% Owner Nov 14 '23 Buy 11.98 3,357 40,217 4,131,207 Nov 15 06:54 PM ARCH Venture Partners XII, LLC 10% Owner Nov 13 '23 Buy 11.75 31,653 371,923 4,127,850 Nov 15 06:54 PM Burow Kristina Director Nov 13 '23 Buy 11.75 31,653 371,923 4,127,850 Nov 15 06:55 PM Burow Kristina Director Nov 10 '23 Buy 11.49 17,275 198,481 4,096,197 Nov 13 07:01 PM ARCH Venture Partners XII, LLC 10% Owner Nov 10 '23 Buy 11.49 17,275 198,481 4,096,197 Nov 13 07:00 PM ARCH Venture Partners XII, LLC 10% Owner Nov 09 '23 Buy 10.53 31,079 327,262 4,078,922 Nov 13 07:00 PM Burow Kristina Director Nov 09 '23 Buy 10.53 31,079 327,262 4,078,922 Nov 13 07:01 PM Burow Kristina Director Nov 08 '23 Buy 11.03 92,251 1,017,821 4,047,843 Nov 13 07:01 PM ARCH Venture Partners XII, LLC 10% Owner Nov 08 '23 Buy 11.03 92,251 1,017,821 4,047,843 Nov 13 07:00 PM Burow Kristina Director Nov 07 '23 Buy 11.50 30,192 347,208 3,955,592 Nov 07 07:00 PM ARCH Venture Partners XII, LLC 10% Owner Nov 07 '23 Buy 11.50 30,192 347,208 3,955,592 Nov 07 06:59 PM ARCH Venture Partners XII, LLC 10% Owner Nov 06 '23 Buy 11.55 43,082 497,597 3,925,400 Nov 07 06:59 PM Burow Kristina Director Nov 06 '23 Buy 11.55 43,082 497,597 3,925,400 Nov 07 07:00 PM Burow Kristina Director Nov 03 '23 Buy 11.38 22,420 255,140 3,882,318 Nov 07 07:00 PM ARCH Venture Partners XII, LLC 10% Owner Nov 03 '23 Buy 11.38 22,420 255,140 3,882,318 Nov 07 06:59 PM Burow Kristina Director Sep 29 '23 Buy 13.98 34,560 483,149 3,859,898 Sep 29 06:55 PM ARCH Venture Partners XII, LLC 10% Owner Sep 29 '23 Buy 13.98 34,560 483,149 3,859,898 Sep 29 06:53 PM ARCH Venture Partners XII, LLC 10% Owner Sep 28 '23 Buy 13.44 41,951 563,699 3,825,338 Sep 29 06:53 PM Burow Kristina Director Sep 28 '23 Buy 13.44 41,951 563,699 3,825,338 Sep 29 06:55 PM ARCH Venture Partners XII, LLC 10% Owner Sep 27 '23 Buy 12.31 24,504 301,644 3,783,387 Sep 27 08:18 PM Burow Kristina Director Sep 27 '23 Buy 12.31 24,504 301,644 3,783,387 Sep 27 08:19 PM Burow Kristina Director Sep 26 '23 Buy 11.73 34,000 398,820 3,758,883 Sep 27 08:19 PM ARCH Venture Partners XII, LLC 10% Owner Sep 26 '23 Buy 11.73 34,000 398,820 3,758,883 Sep 27 08:18 PM Burow Kristina Director Sep 25 '23 Buy 11.22 60,740 681,464 3,724,883 Sep 25 09:37 PM ARCH Venture Partners XII, LLC 10% Owner Sep 25 '23 Buy 11.22 60,740 681,464 3,724,883 Sep 25 09:38 PM ARCH Venture Partners XII, LLC 10% Owner Sep 22 '23 Buy 11.14 40,000 445,600 3,664,143 Sep 25 09:38 PM Burow Kristina Director Sep 22 '23 Buy 11.14 40,000 445,600 3,664,143 Sep 25 09:37 PM AMGEN INC 10% Owner Sep 19 '23 Buy 17.00 1,764,705 29,999,985 35,368,653 Sep 19 07:52 PM Burow Kristina Director Sep 19 '23 Buy 17.00 1,500,000 25,500,000 3,624,143 Sep 20 06:23 AM ARCH Venture Partners X, LLC 10% Owner Sep 19 '23 Buy 17.00 1,500,000 25,500,000 3,624,143 Sep 20 06:16 AM ARCH Venture Partners X, LLC 10% Owner Sep 19 '23 Buy 17.00 1,500,000 25,500,000 3,624,143 Sep 20 06:15 AM Gosebruch Henry O President & CEO Sep 19 '23 Buy 12.62 15,000 189,370 15,000 Sep 19 09:47 PM
Index - P/E 38.35 EPS (ttm) 3.73 Insider Own 0.90% Shs Outstand 56.92M Perf Week -0.97%
Market Cap 8.15B Forward P/E 24.67 EPS next Y 5.80 Insider Trans -15.48% Shs Float 56.52M Perf Month 5.50%
Income 215.00M PEG - EPS next Q 1.23 Inst Own 75.11% Short Float 1.26% Perf Quarter 13.48%
Sales 2.14B P/S 3.81 EPS this Y 16.30% Inst Trans - Short Ratio 3.13 Perf Half Y 46.30%
Book/sh 24.59 P/B 5.81 EPS next Y 16.15% ROA 9.15% Short Interest 0.71M Perf Year 102.62%
Cash/sh 3.85 P/C 37.16 EPS next 5Y - ROE 14.35% 52W Range 67.28 - 146.29 Perf YTD 21.00%
Dividend Est. 0.80 (0.56%) P/FCF 57.25 EPS past 5Y 19.26% ROI 13.02% 52W High -2.28% Beta 0.93
Dividend TTM 0.74 (0.52%) Quick Ratio 1.40 Sales past 5Y -7.13% Gross Margin 38.29% 52W Low 112.47% ATR (14) 3.76
Dividend Ex-Date May 31, 2024 Current Ratio 2.18 EPS Y/Y TTM -42.97% Oper. Margin 13.83% RSI (14) 62.98 Volatility 2.73% 2.63%
Employees 7300 Debt/Eq 0.26 Sales Y/Y TTM - Profit Margin 10.06% Recom 1.67 Target Price 151.14
Option/Short Yes / Yes LT Debt/Eq 0.18 EPS Q/Q - Payout 12.13% Rel Volume 0.61 Prev Close 141.48
Sales Surprise 3.46% EPS Surprise 8.38% Sales Q/Q 10.02% Earnings Apr 22 AMC Avg Volume 228.47K Price 142.95
SMA20 4.48% SMA50 7.81% SMA200 31.40% Trades
Volume 139,105 Change 1.04%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-24-24 Upgrade Vertical Research
Hold → Buy
Nov-20-23 Initiated Vertical Research
Hold
$110
Oct-30-23 Initiated CJS Securities
Market Outperform
Sep-28-23 Initiated Deutsche Bank
Buy
$118
Apr-04-23 Initiated DA Davidson
Buy
$90
Mar-24-23 Downgrade UBS
Buy → Neutral
$132 → $120
Dec-12-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$116 → $129
Dec-03-21 Initiated Morgan Stanley
Equal-Weight
$111
Sep-08-21 Resumed BofA Securities
Buy
$123
Jun-15-21 Upgrade DA Davidson
Neutral → Buy
$105 → $110
Jan-07-21 Upgrade Vertical Research
Hold → Buy
Jan-07-21 Downgrade DA Davidson
Buy → Neutral
Jun-16-20 Upgrade Canaccord Genuity
Hold → Buy
$66
Jan-29-20 Upgrade Buckingham Research
Neutral → Buy
$79 → $86
Dec-12-19 Initiated UBS
Buy
$100
Oct-30-19 Downgrade Vertical Research
Buy → Hold
Oct-30-19 Downgrade Canaccord Genuity
Buy → Hold
$105 → $85
Oct-30-19 Downgrade Buckingham Research
Buy → Neutral
$102 → $79
Jan-29-19 Downgrade William Blair
Outperform → Mkt Perform
Apr-25-18 Upgrade Susquehanna
Neutral → Positive
Show Previous Ratings
Apr-26-24 09:15AM
Apr-24-24 11:04AM
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01:40AM
(Thomson Reuters StreetEvents)
Apr-23-24 01:43PM
(Morningstar Research) +5.65%
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Crane Co. designs and manufactures aerospace, electronics & engineered industrial products. It operates through four segments: Aerospace & Electronics, Process Flow Technologies, Payment & Merchandising Technology, and Engineered Materials. The company was founded by Richard Teller Crane on July 4, 1855 and is headquartered in Stamford, CT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Polmanteer Tamara S. Exec. Vice President & CHRO Apr 26 '24 Option Exercise 0.00 1,311 0 3,315 Apr 26 04:51 PM Papanikolaou Marijane V. V.P. Controller & CAO Apr 24 '24 Option Exercise 0.00 508 0 508 Apr 26 04:51 PM Feldman Jason D. SVP, IR, Treasury & Tax Apr 20 '24 Option Exercise 0.00 161 0 8,722 Apr 23 05:09 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Feb 29 '24 Sale 123.41 5,000 617,068 25,594 Mar 01 04:34 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Feb 07 '24 Option Exercise 0.00 492 0 30,846 Feb 08 04:59 PM Alcala Alejandro Executive Vice President Feb 07 '24 Option Exercise 0.00 430 0 29,311 Feb 08 04:58 PM Polmanteer Tamara S. Exec. Vice President & CHRO Feb 07 '24 Option Exercise 0.00 369 0 2,175 Feb 08 05:01 PM MITCHELL MAX H President and CEO Feb 07 '24 Option Exercise 0.00 2,635 0 362,184 Feb 08 05:00 PM Maue Richard A Exec. V.P & CFO Feb 07 '24 Option Exercise 0.00 799 0 76,582 Feb 08 05:00 PM Maue Richard A Exec. V.P & CFO Feb 06 '24 Option Exercise 0.00 678 0 76,098 Feb 08 05:00 PM MITCHELL MAX H President and CEO Feb 06 '24 Option Exercise 0.00 2,238 0 360,587 Feb 08 05:00 PM Polmanteer Tamara S. Exec. Vice President & CHRO Feb 06 '24 Option Exercise 0.00 313 0 1,952 Feb 08 05:01 PM Alcala Alejandro Executive Vice President Feb 06 '24 Option Exercise 0.00 391 0 29,035 Feb 08 04:58 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Feb 06 '24 Option Exercise 0.00 470 0 30,595 Feb 08 04:59 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Jan 29 '24 Option Exercise 0.00 7,909 0 34,171 Jan 31 05:04 PM Alcala Alejandro Executive Vice President Jan 29 '24 Option Exercise 0.00 6,779 0 31,312 Jan 31 05:03 PM MITCHELL MAX H President and CEO Jan 29 '24 Option Exercise 0.00 63,389 0 387,724 Jan 31 05:01 PM Maue Richard A Exec. V.P & CFO Jan 29 '24 Option Exercise 0.00 14,125 0 81,966 Jan 31 05:02 PM Maue Richard A Exec. V.P & CFO Jan 27 '24 Option Exercise 0.00 539 0 68,091 Jan 31 05:02 PM Alcala Alejandro Executive Vice President Jan 27 '24 Option Exercise 0.00 270 0 24,640 Jan 31 05:03 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Jan 27 '24 Option Exercise 0.00 292 0 26,412 Jan 31 05:04 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Jan 25 '24 Option Exercise 0.00 557 0 26,435 Jan 29 05:14 PM MITCHELL MAX H President and CEO Jan 25 '24 Option Exercise 0.00 3,245 0 325,873 Jan 29 05:13 PM Maue Richard A Exec. V.P & CFO Jan 25 '24 Option Exercise 0.00 994 0 68,065 Jan 29 05:12 PM Alcala Alejandro Executive Vice President Jan 25 '24 Option Exercise 0.00 477 0 24,583 Jan 29 05:15 PM MITCHELL MAX H President and CEO Nov 29 '23 Option Exercise 64.86 4,242 275,136 326,870 Nov 30 05:54 PM MITCHELL MAX H President and CEO Nov 29 '23 Sale 104.09 4,242 441,563 322,628 Nov 30 05:54 PM MITCHELL MAX H President and CEO Nov 28 '23 Option Exercise 64.86 22,542 1,462,074 379,861 Nov 29 05:19 PM MITCHELL MAX H President and CEO Nov 28 '23 Sale 106.45 22,542 2,399,561 322,628 Nov 29 05:19 PM MITCHELL MAX H President and CEO Nov 27 '23 Option Exercise 64.86 34,691 2,250,058 357,319 Nov 29 05:19 PM MITCHELL MAX H President and CEO Nov 27 '23 Sale 109.02 34,691 3,782,091 345,170 Nov 29 05:19 PM D'Iorio Anthony M. Exec. V.P., Gen. Couns. & Sec. Nov 17 '23 Option Exercise 61.32 20,514 1,257,828 34,148 Nov 21 07:44 PM Maue Richard A Exec. V.P & CFO Nov 17 '23 Option Exercise 54.58 7,505 409,623 94,598 Nov 21 07:29 PM Maue Richard A Exec. V.P & CFO Nov 17 '23 Sale 105.13 27,527 2,893,800 67,071 Nov 21 07:29 PM MITCHELL MAX H President and CEO May 15 '23 Sale 76.48 37,495 2,867,684 322,628 May 16 05:34 PM
Index - P/E 5.89 EPS (ttm) 6.06 Insider Own 42.29% Shs Outstand 21.30M Perf Week -3.22%
Market Cap 761.83M Forward P/E - EPS next Y - Insider Trans 0.00% Shs Float 12.30M Perf Month -10.62%
Income 150.83M PEG - EPS next Q - Inst Own 4.45% Short Float 0.03% Perf Quarter -5.95%
Sales 1.90B P/S 0.40 EPS this Y - Inst Trans 2.23% Short Ratio 0.34 Perf Half Y -19.21%
Book/sh 45.01 P/B 0.79 EPS next Y - ROA 4.17% Short Interest 0.00M Perf Year -16.47%
Cash/sh 27.12 P/C 1.32 EPS next 5Y - ROE 17.15% 52W Range 33.12 - 48.00 Perf YTD -10.62%
Dividend Est. - P/FCF - EPS past 5Y - ROI 10.90% 52W High -25.52% Beta 1.33
Dividend TTM - Quick Ratio 1.17 Sales past 5Y 4.50% Gross Margin 37.74% 52W Low 7.94% ATR (14) 0.95
Dividend Ex-Date Dec 29, 2016 Current Ratio 1.27 EPS Y/Y TTM -21.57% Oper. Margin 8.44% RSI (14) 37.16 Volatility 1.60% 2.08%
Employees 5100 Debt/Eq 0.46 Sales Y/Y TTM 12.53% Profit Margin 7.94% Recom - Target Price -
Option/Short No / Yes LT Debt/Eq 0.44 EPS Q/Q -37.88% Payout 0.00% Rel Volume 0.22 Prev Close 35.49
Sales Surprise - EPS Surprise - Sales Q/Q 10.60% Earnings Nov 09 BMO Avg Volume 10.04K Price 35.75
SMA20 -5.29% SMA50 -5.23% SMA200 -12.90% Trades
Volume 2,194 Change 0.73%
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(American City Business Journals)
Steel Partners Holdings LP engages in owning and operating businesses in various industries, including diversified industrial products, energy, defense, supply chain management and logistics, banking, and youth sports. It operates through the following segments: Diversified Industrial, Energy, Financial Services, Supply Chain, Corporate and Other. The Diversified Industrial segment includes manufacturers of engineered niche industrial products, including joining materials, tubing, building materials, performance materials, electrical products, cutting replacement products and services, and a packaging business. The Energy segment provides drilling and production services to the oil and gas industry and owns a youth sports business. The Financial Services segment consists primarily of the operations of WebBank. The Supply Chain segment consists primarily of the operations of Steel Connect, Inc, which is an end-to-end global supply chain solutions and e-commerce provider serving clients in markets such as consumer electronics, communications, computing, medical devices, software and retail. The Corporate and Other segment includes several consolidated subsidiaries, including Steel Services, equity method and other investments, and cash and cash equivalents. The company was founded on December 16, 2008 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
STEEL PARTNERS HOLDINGS L.P. Director Apr 26 '24 Buy 12.00 47,013 563,966 1,078,423 Apr 26 05:18 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 25 '24 Buy 11.99 62,000 743,600 1,031,410 Apr 26 05:18 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 24 '24 Buy 12.00 156,313 1,875,678 969,410 Apr 26 05:18 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 18 '24 Buy 9.83 701,246 6,893,248 813,097 Apr 22 08:30 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 12 '24 Buy 9.35 6 56 111,851 Apr 17 06:11 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 11 '24 Buy 9.44 23,698 223,775 111,845 Apr 17 06:11 PM STEEL PARTNERS HOLDINGS L.P. Director Apr 10 '24 Buy 8.93 18,605 166,169 88,147 Apr 17 06:11 PM STEEL PARTNERS HOLDINGS L.P. Director Dec 29 '23 Buy 9.52 340 3,237 69,542 Jan 03 05:12 PM STEEL PARTNERS HOLDINGS L.P. Director Dec 28 '23 Buy 9.47 2,169 20,547 69,202 Dec 29 05:09 PM STEEL PARTNERS HOLDINGS L.P. Director Dec 27 '23 Buy 9.30 6,315 58,730 67,033 Dec 29 05:09 PM STEEL PARTNERS HOLDINGS L.P. Director Dec 21 '23 Buy 9.50 2,000 19,000 60,718 Dec 22 04:05 PM STEEL PARTNERS HOLDINGS L.P. Director Dec 20 '23 Buy 9.63 7,437 71,628 58,718 Dec 22 04:05 PM HOWARD JACK L President Sep 27 '23 Sale 23.00 75 1,725 114,516 Sep 29 04:27 PM HOWARD JACK L President Sep 26 '23 Sale 23.00 625 14,375 114,591 Sep 26 06:09 PM HOWARD JACK L President Sep 22 '23 Sale 23.00 161 3,703 115,216 Sep 26 06:09 PM HOWARD JACK L President Sep 20 '23 Sale 23.00 108 2,484 115,377 Sep 20 05:53 PM HOWARD JACK L President Sep 19 '23 Sale 23.00 2,223 51,129 115,485 Sep 20 05:53 PM HOWARD JACK L President Sep 18 '23 Sale 23.01 3,708 85,321 117,708 Sep 20 05:53 PM HOWARD JACK L President Sep 15 '23 Sale 23.06 3,188 73,515 121,416 Sep 15 07:37 PM HOWARD JACK L President Sep 14 '23 Sale 23.05 3 69 124,604 Sep 15 07:37 PM HOWARD JACK L President Sep 13 '23 Sale 22.94 4,582 105,111 124,607 Sep 15 07:37 PM HOWARD JACK L President Sep 11 '23 Sale 23.00 4,412 101,476 129,189 Sep 11 07:20 PM HOWARD JACK L President Sep 08 '23 Sale 23.03 2,464 56,746 133,601 Sep 11 07:20 PM HOWARD JACK L President Sep 07 '23 Sale 23.07 200 4,614 136,065 Sep 11 07:20 PM STEEL PARTNERS HOLDINGS L.P. Director Jul 27 '23 Buy 9.93 40,094 398,258 51,281 Jul 28 04:24 PM STEEL PARTNERS HOLDINGS L.P. Director Jul 19 '23 Buy 8.60 10,000 86,000 11,187 Jul 20 06:04 PM STEEL PARTNERS HOLDINGS L.P. Director Jul 18 '23 Buy 8.30 1,187 9,852 1,187 Jul 20 06:04 PM HOWARD JACK L President Jun 28 '23 Sale 23.00 320 7,360 136,265 Jun 30 05:00 PM HOWARD JACK L President Jun 27 '23 Sale 23.00 2,319 53,337 136,585 Jun 27 07:27 PM HOWARD JACK L President Jun 26 '23 Sale 23.00 7,071 162,633 138,904 Jun 27 07:27 PM HOWARD JACK L President Jun 23 '23 Sale 23.12 10,028 231,847 145,975 Jun 27 07:27 PM HOWARD JACK L President May 09 '23 Sale 23.19 5,112 118,547 156,003 May 10 06:00 PM
Index - P/E 37.63 EPS (ttm) 0.47 Insider Own 17.33% Shs Outstand 9.42M Perf Week 3.12%
Market Cap 168.33M Forward P/E 17.85 EPS next Y 1.00 Insider Trans 0.08% Shs Float 7.79M Perf Month 51.91%
Income 4.60M PEG 1.88 EPS next Q 0.24 Inst Own 33.42% Short Float 0.27% Perf Quarter 36.26%
Sales 82.70M P/S 2.04 EPS this Y 188.89% Inst Trans 0.64% Short Ratio 0.87 Perf Half Y 42.12%
Book/sh 7.25 P/B 2.46 EPS next Y 28.21% ROA 5.30% Short Interest 0.02M Perf Year 57.82%
Cash/sh 0.51 P/C 34.78 EPS next 5Y 20.00% ROE 6.90% 52W Range 10.08 - 18.23 Perf YTD 51.40%
Dividend Est. - P/FCF 27.33 EPS past 5Y -15.93% ROI 6.71% 52W High -2.08% Beta 0.63
Dividend TTM 0.28 (1.57%) Quick Ratio 1.86 Sales past 5Y 10.29% Gross Margin 37.27% 52W Low 77.08% ATR (14) 0.77
Dividend Ex-Date Apr 30, 2024 Current Ratio 2.79 EPS Y/Y TTM 76.77% Oper. Margin -4.55% RSI (14) 77.54 Volatility 2.98% 5.53%
Employees 224 Debt/Eq 0.06 Sales Y/Y TTM 6.80% Profit Margin 5.56% Recom 1.00 Target Price 20.00
Option/Short No / Yes LT Debt/Eq 0.00 EPS Q/Q 314.69% Payout 93.21% Rel Volume 1.59 Prev Close 18.09
Sales Surprise -1.69% EPS Surprise 5.88% Sales Q/Q 14.08% Earnings Apr 11 BMO Avg Volume 23.79K Price 17.85
SMA20 16.35% SMA50 24.72% SMA200 38.37% Trades
Volume 37,894 Change -1.33%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-18-09 Initiated Next Generation
Buy
$15
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Northern Technologies International Corp. engages in the development and marketing of proprietary environmentally beneficial products and services. It operates through the Natur-Tec and Zerust segments. The Natur-Tec segment manufactures bio-degradable and bio-based plastics for industrial and consumer applications. The Zerust segment provides corrosion mitigation solutions and services to oil, gas, and chemical processing applications. The company was founded in 1970 and is headquartered in Circle Pines, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kemp Sarah E. Director Apr 23 '24 Buy 15.70 1,275 20,018 5,760 Apr 24 04:56 PM von Falkenhausen Konstantin Director Aug 28 '23 Option Exercise 7.35 8,000 58,800 15,200 Aug 28 05:48 PM Lee Sunggyu Director Aug 17 '23 Option Exercise 7.35 8,000 58,800 8,000 Aug 21 04:07 PM Calderon Nancy E. Director Aug 14 '23 Buy 13.17 500 6,585 3,062 Aug 14 04:23 PM LYNCH G PATRICK President and CEO Aug 08 '23 Option Exercise 7.35 11,610 85,334 108,893 Aug 10 04:44 PM NIGON RICHARD Director Jul 27 '23 Sale 12.17 1,847 22,478 33,600 Jul 27 05:48 PM NIGON RICHARD Director Jul 26 '23 Option Exercise 7.35 12,000 88,200 42,600 Jul 27 05:48 PM WOLSFELD MATTHEW C CFO and Corporate Secretary Jul 11 '23 Option Exercise 7.35 8,582 63,078 160,338 Jul 12 05:17 PM
Index - P/E 27.43 EPS (ttm) 2.13 Insider Own 0.14% Shs Outstand 192.15M Perf Week 2.09%
Market Cap 11.24B Forward P/E 20.88 EPS next Y 2.80 Insider Trans -99.71% Shs Float 191.88M Perf Month 1.16%
Income 371.00M PEG 2.38 EPS next Q 0.52 Inst Own 86.02% Short Float 3.97% Perf Quarter 38.84%
Sales 6.70B P/S 1.68 EPS this Y 13.74% Inst Trans 6.96% Short Ratio 3.32 Perf Half Y 87.80%
Book/sh 7.57 P/B 7.73 EPS next Y 14.60% ROA 7.44% Short Interest 7.62M Perf Year 117.79%
Cash/sh 0.01 P/C 11244.62 EPS next 5Y 11.53% ROE 23.20% 52W Range 26.08 - 60.83 Perf YTD 44.82%
Dividend Est. - P/FCF 10.92 EPS past 5Y 56.51% ROI 10.75% 52W High -3.79% Beta 1.15
Dividend TTM - Quick Ratio 1.30 Sales past 5Y 16.88% Gross Margin 24.93% 52W Low 124.39% ATR (14) 1.56
Dividend Ex-Date - Current Ratio 2.29 EPS Y/Y TTM -0.15% Oper. Margin 11.12% RSI (14) 64.47 Volatility 2.47% 2.86%
Employees 5000 Debt/Eq 1.43 Sales Y/Y TTM 0.77% Profit Margin 5.54% Recom 2.00 Target Price 60.92
Option/Short Yes / Yes LT Debt/Eq 1.38 EPS Q/Q 7.58% Payout 0.00% Rel Volume 0.41 Prev Close 57.87
Sales Surprise 0.90% EPS Surprise 3.85% Sales Q/Q 4.80% Earnings Mar 19 BMO Avg Volume 2.29M Price 58.52
SMA20 3.61% SMA50 8.57% SMA200 48.34% Trades
Volume 929,303 Change 1.12%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-05-24 Downgrade Citigroup
Buy → Neutral
$63 → $64
Jan-08-24 Upgrade Citigroup
Neutral → Buy
$38 → $48
Oct-12-23 Upgrade Wolfe Research
Peer Perform → Outperform
$40
Jun-13-23 Initiated Northcoast
Buy
$40
Feb-14-23 Initiated Loop Capital
Buy
$28
Aug-18-22 Initiated Deutsche Bank
Buy
$40
Mar-31-22 Upgrade Barclays
Equal Weight → Overweight
$32 → $34
Feb-17-22 Downgrade BofA Securities
Neutral → Underperform
$31 → $25
Feb-09-22 Resumed Citigroup
Neutral
$25
Jan-10-22 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$33
Dec-08-21 Downgrade Citigroup
Buy → Neutral
$32
Oct-05-21 Initiated Berenberg
Hold
$25
Sep-15-21 Reiterated RBC Capital Mkts
Sector Perform
$28 → $30
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Core & Main, Inc. is a specialty distributor focused on water, wastewater, storm drainage and fire protection products, and related services. The company provides infrastructure solutions to municipalities, private water companies and professional contractors across municipal, non-residential, and residential end markets, nationwide. The company was founded in 1874 and is headquartered in St. Louis, MO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Stephens John Weldon Chief Accounting Officer Apr 23 '24 Sale 55.19 9,497 524,128 4,281 Apr 24 04:55 PM Whittenburg Mark G General Counsel and Secretary Apr 19 '24 Sale 54.08 50,000 2,704,170 12,933 Apr 23 04:04 PM Stephens John Weldon Chief Accounting Officer Apr 19 '24 Sale 54.23 5,503 298,429 4,281 Apr 23 04:04 PM Witkowski Mark R Chief Financial Officer Apr 08 '24 Sale 58.51 50,000 2,925,730 23,898 Apr 10 05:03 PM Whittenburg Mark G General Counsel and Secretary Mar 22 '24 Sale 57.91 50,000 2,895,605 12,933 Mar 26 05:21 PM Stephens John Weldon Chief Accounting Officer Mar 22 '24 Sale 57.91 15,000 868,706 4,281 Mar 26 05:21 PM Stephens John Weldon VP, Corp. Controller Mar 07 '24 Sale 50.02 43,900 2,195,874 3,468 Mar 11 09:04 PM Stephens John Weldon VP, Corp. Controller Mar 04 '24 Sale 50.02 1,100 55,020 3,468 Mar 06 05:21 PM Kimbrough Orvin T Director Feb 22 '24 Sale 45.28 9,500 430,190 9,320 Feb 26 05:22 PM Kimbrough Orvin T Director Feb 21 '24 Sale 45.00 313 14,085 9,320 Feb 21 05:44 PM Kimbrough Orvin T Director Feb 16 '24 Sale 45.00 187 8,415 9,320 Feb 21 05:44 PM LeClair Stephen O Chief Executive Officer Feb 12 '24 Sale 44.14 150,000 6,621,300 73,692 Feb 14 08:51 PM Schneider Laura K Chief Human Resources Officer Feb 12 '24 Sale 44.14 100,000 4,414,420 9,672 Feb 14 07:25 PM Giles Jeffrey D VP, Corporate Department Feb 12 '24 Sale 44.14 40,000 1,765,704 8,217 Feb 14 08:41 PM Kimbrough Orvin T Director Feb 12 '24 Sale 44.17 5,000 220,848 9,320 Feb 14 07:13 PM CD&R Investment Associates X, 10% Owner Jan 25 '24 Sale 40.98 22,907,815 938,876,798 0 Jan 25 05:25 PM Schaller John R President Jan 16 '24 Sale 40.99 50,000 2,049,420 0 Jan 18 09:36 PM Kimbrough Orvin T Director Jan 12 '24 Sale 41.06 5,000 205,282 9,320 Jan 17 07:27 PM LeClair Stephen O Chief Executive Officer Jan 11 '24 Sale 40.66 150,000 6,098,520 73,692 Jan 16 07:30 PM Schneider Laura K Chief Human Resources Officer Jan 11 '24 Sale 40.63 100,000 4,062,610 9,672 Jan 16 07:31 PM Giles Jeffrey D VP, Corporate Department Jan 11 '24 Sale 40.64 40,000 1,625,704 8,217 Jan 16 07:30 PM CD&R Investment Associates X, 10% Owner Jan 10 '24 Sale 38.12 22,675,728 864,398,751 0 Jan 11 06:29 PM CD&R Investment Associates X, 10% Owner Dec 11 '23 Sale 35.54 20,375,728 724,153,373 0 Dec 11 04:18 PM Stephens John Weldon VP, Corp. Controller Dec 01 '23 Sale 36.01 18,500 666,252 3,468 Dec 05 06:04 PM CD&R Investment Associates X, 10% Owner Nov 15 '23 Sale 30.44 2,850,000 86,754,000 0 Nov 15 04:24 PM Witkowski Mark R Chief Financial Officer Nov 15 '23 Sale 34.01 40,000 1,360,480 19,221 Nov 17 05:16 PM Cowles Bradford A President Nov 15 '23 Sale 34.01 25,000 850,238 14,679 Nov 16 08:12 PM Stephens John Weldon VP, Corp. Controller Nov 15 '23 Sale 33.56 12,500 419,530 3,468 Nov 17 05:16 PM Cowles Bradford A President Nov 14 '23 Sale 33.05 25,000 826,210 14,679 Nov 16 08:12 PM CD&R Investment Associates X, 10% Owner Nov 09 '23 Sale 30.44 22,125,728 673,507,160 0 Nov 09 04:33 PM Witkowski Mark R Chief Financial Officer Nov 09 '23 Sale 32.10 20,000 642,022 19,221 Nov 13 05:37 PM Castellano James G Director Oct 31 '23 Sale 30.03 9,890 296,997 0 Nov 01 07:10 PM Castellano James G Director Oct 30 '23 Sale 30.00 2,610 78,301 0 Nov 01 07:10 PM Cowles Bradford A President Oct 12 '23 Sale 31.94 50,000 1,596,780 14,679 Oct 16 07:36 PM Stephens John Weldon VP, Corp. Controller Oct 11 '23 Sale 31.04 11,800 366,281 3,468 Oct 12 09:47 PM Stephens John Weldon VP, Corp. Controller Oct 10 '23 Sale 31.00 700 21,701 3,468 Oct 12 09:47 PM Witkowski Mark R Chief Financial Officer Oct 04 '23 Sale 30.02 20,000 600,330 19,221 Oct 06 05:46 PM Witkowski Mark R Chief Financial Officer Sep 25 '23 Sale 28.44 40,000 1,137,740 19,221 Sep 27 09:02 PM Castellano James G Director Sep 25 '23 Sale 28.35 12,500 354,411 0 Sep 27 09:03 PM CD&R Investment Associates X, 10% Owner Sep 19 '23 Sale 29.01 21,125,728 612,962,998 0 Sep 19 04:19 PM Schaller John R President Jul 13 '23 Sale 31.96 25,000 798,892 0 Jul 17 09:10 PM Schneider Laura K Chief Human Resources Officer Jun 27 '23 Sale 30.03 49,904 1,498,388 9,672 Jun 29 06:50 PM CD&R Investment Associates X, 10% Owner Jun 12 '23 Sale 28.21 17,125,728 483,202,416 0 Jun 12 04:30 PM LeClair Stephen O Chief Executive Officer Jun 07 '23 Sale 28.77 35,712 1,027,599 73,692 Jun 08 07:06 PM Schneider Laura K Chief Human Resources Officer Jun 06 '23 Sale 28.28 50,000 1,413,845 9,672 Jun 08 07:06 PM Cowles Bradford A President Jun 06 '23 Sale 28.10 24,889 699,341 14,679 Jun 08 07:05 PM LeClair Stephen O Chief Executive Officer Jun 06 '23 Sale 28.76 4,288 123,313 73,692 Jun 08 07:06 PM Giles Jeffrey D VP, Corporate Department May 18 '23 Sale 27.31 29,998 819,203 8,217 May 22 07:30 PM Cowles Bradford A President May 18 '23 Sale 27.31 25,000 682,725 14,679 May 22 07:31 PM
Index - P/E 10.98 EPS (ttm) 1.44 Insider Own 1.38% Shs Outstand 558.84M Perf Week 6.68%
Market Cap 8.77B Forward P/E 9.60 EPS next Y 1.65 Insider Trans 0.00% Shs Float 547.30M Perf Month 7.26%
Income 806.00M PEG 4.58 EPS next Q 0.37 Inst Own 84.77% Short Float 1.84% Perf Quarter 13.42%
Sales 4.96B P/S 1.77 EPS this Y -2.78% Inst Trans -3.38% Short Ratio 1.59 Perf Half Y 46.57%
Book/sh 15.22 P/B 1.04 EPS next Y 9.92% ROA 1.03% Short Interest 10.06M Perf Year 4.98%
Cash/sh - P/C - EPS next 5Y 2.40% ROE 9.59% 52W Range 8.99 - 16.65 Perf YTD 11.58%
Dividend Est. 0.60 (3.81%) P/FCF 7.24 EPS past 5Y -1.32% ROI 8.03% 52W High -5.11% Beta 0.92
Dividend TTM 0.60 (3.80%) Quick Ratio - Sales past 5Y 17.75% Gross Margin - 52W Low 75.75% ATR (14) 0.38
Dividend Ex-Date Jun 14, 2024 Current Ratio 0.24 EPS Y/Y TTM -15.00% Oper. Margin 16.16% RSI (14) 70.16 Volatility 2.71% 2.53%
Employees 7249 Debt/Eq 0.44 Sales Y/Y TTM 29.66% Profit Margin 16.26% Recom 1.82 Target Price 17.28
Option/Short Yes / Yes LT Debt/Eq 0.13 EPS Q/Q -22.32% Payout 38.96% Rel Volume 1.77 Prev Close 15.67
Sales Surprise 1.67% EPS Surprise 0.36% Sales Q/Q 16.65% Earnings Apr 17 BMO Avg Volume 6.34M Price 15.80
SMA20 7.47% SMA50 7.46% SMA200 19.98% Trades
Volume 11,207,229 Change 0.83%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-09-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$16 → $18
Apr-05-24 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$16 → $18
Mar-08-24 Initiated Barclays
Overweight
$18
Jan-24-24 Upgrade UBS
Neutral → Buy
$15.50 → $16
Dec-01-23 Initiated Citigroup
Buy
$14
Nov-03-23 Upgrade Wedbush
Neutral → Outperform
$12 → $14
Oct-05-23 Initiated Wedbush
Neutral
$12
Oct-04-23 Downgrade Wells Fargo
Overweight → Equal Weight
$11.50
Sep-28-23 Initiated UBS
Neutral
$12
Jul-18-23 Initiated Robert W. Baird
Neutral
$14
Jul-06-23 Upgrade Raymond James
Mkt Perform → Outperform
$13
Jun-28-23 Resumed Goldman
Neutral
$13
Jun-13-23 Downgrade JP Morgan
Overweight → Neutral
$20 → $13
May-24-23 Upgrade Jefferies
Hold → Buy
$18 → $13
May-16-23 Resumed BofA Securities
Buy
$14
Mar-24-23 Upgrade Wells Fargo
Equal Weight → Overweight
$25
Feb-23-22 Initiated Wedbush
Outperform
$22
Oct-07-21 Downgrade Raymond James
Strong Buy → Outperform
$20 → $19
Sep-08-21 Downgrade UBS
Buy → Neutral
$20 → $17
Jun-23-21 Upgrade Hovde Group
Market Perform → Outperform
$20
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First Horizon Corp. (Tennessee) operates as a financial holding company, which engages in the provision of checking accounts, savings products, mortgage banking, lending, and financing to individuals and businesses. It operates the business through three segments: Regional Banking, Specialty Banking, and Corporate. The Regional Banking segment offers financial products and services, including traditional lending and deposit taking, to retail and commercial customers. The Specialty Banking segment consists of lines of business that deliver product offerings and services with specialized industry knowledge. The Corporate segment focuses on corporate support functions such as risk management, audit, accounting, finance, executive office, and corporate communications. The company was founded by Frank S. Davis in 1864 and is headquartered in Memphis, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FENSTERMAKER WILLIAM H Director Jun 07 '23 Buy 11.62 10,000 116,196 256,312 Jun 08 07:31 PM PALMER VICKI R Director May 19 '23 Buy 11.02 2,000 22,041 95,650 May 22 05:08 PM FENSTERMAKER WILLIAM H Director May 12 '23 Buy 9.56 2,950 28,190 246,312 May 15 06:03 PM Sugranes Rosa Director May 10 '23 Buy 10.22 1,948 19,905 47,089 May 11 07:21 PM
Index RUT P/E 23.17 EPS (ttm) 3.49 Insider Own 2.95% Shs Outstand 24.77M Perf Week 1.66%
Market Cap 2.01B Forward P/E 15.92 EPS next Y 5.08 Insider Trans -9.48% Shs Float 24.13M Perf Month 0.32%
Income 88.27M PEG 1.03 EPS next Q 1.08 Inst Own 87.40% Short Float 2.00% Perf Quarter 37.94%
Sales 405.27M P/S 4.96 EPS this Y 16.33% Inst Trans 1.11% Short Ratio 2.86 Perf Half Y 57.79%
Book/sh 20.13 P/B 4.01 EPS next Y 18.26% ROA 7.87% Short Interest 0.48M Perf Year 62.85%
Cash/sh - P/C - EPS next 5Y 22.50% ROE 19.48% 52W Range 46.09 - 86.25 Perf YTD 45.62%
Dividend Est. - P/FCF 17.31 EPS past 5Y 32.14% ROI 16.21% 52W High -6.30% Beta 0.31
Dividend TTM - Quick Ratio - Sales past 5Y 39.64% Gross Margin - 52W Low 75.35% ATR (14) 2.63
Dividend Ex-Date - Current Ratio 1.28 EPS Y/Y TTM 62.80% Oper. Margin 29.33% RSI (14) 56.09 Volatility 3.84% 3.17%
Employees 213 Debt/Eq 0.09 Sales Y/Y TTM 19.60% Profit Margin 21.78% Recom 1.89 Target Price 90.50
Option/Short Yes / Yes LT Debt/Eq 0.09 EPS Q/Q 52.83% Payout 0.00% Rel Volume 1.72 Prev Close 77.97
Sales Surprise 14.27% EPS Surprise 16.59% Sales Q/Q 31.91% Earnings May 02 AMC Avg Volume 169.05K Price 80.82
SMA20 3.01% SMA50 2.83% SMA200 30.13% Trades
Volume 290,890 Change 3.66%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Downgrade JP Morgan
Overweight → Neutral
$79 → $85
Mar-14-24 Upgrade Jefferies
Hold → Buy
$78 → $88
May-16-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$59 → $64
Jan-10-23 Downgrade Evercore ISI
Outperform → In-line
$52
Dec-12-22 Initiated Jefferies
Hold
$55
Oct-18-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Oct-12-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$88 → $90
Jun-22-22 Upgrade Piper Sandler
Neutral → Overweight
$70
Dec-15-21 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$85
Nov-08-21 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
Apr-16-21 Resumed JP Morgan
Overweight
$120 → $91
Mar-26-21 Upgrade Barclays
Equal Weight → Overweight
$94
Nov-17-20 Initiated Barclays
Equal Weight
$82
Nov-12-20 Downgrade Piper Sandler
Overweight → Neutral
$110 → $95
Oct-16-19 Initiated JMP Securities
Mkt Outperform
$50
May-15-19 Initiated William Blair
Outperform
May-13-19 Initiated SunTrust
Buy
$27
May-13-19 Initiated Keefe Bruyette
Outperform
$24
May-13-19 Initiated Evercore ISI
Outperform
May-13-19 Initiated Barclays
Equal Weight
$20
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Palomar Holdings, Inc. is a specialty insurance company, which engages in the provision of property and casualty insurance products to individuals and businesses. The firm focuses on the residential and commercial earthquake markets in earthquake-exposed states such as California, Oregon, and Washington and states with exposure to the New Madrid Seismic Zone. It offers property and casualty insurance. The company was founded by Armstrong Mac and Fisher Heath in February 2014 and is headquartered in La Jolla, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Armstrong Mac CEO and Chairman Apr 22 '24 Sale 80.03 7,000 560,240 468,388 Apr 24 04:49 PM Uchida T Christopher Chief Financial Officer Apr 17 '24 Option Exercise 15.00 1,000 15,000 26,344 Apr 18 04:39 PM Christianson Jon President Apr 17 '24 Sale 76.30 2,000 152,595 57,761 Apr 18 04:39 PM Uchida T Christopher Chief Financial Officer Apr 17 '24 Sale 76.30 1,000 76,296 25,344 Apr 18 04:39 PM Armstrong Mac CEO and Chairman Mar 21 '24 Sale 82.62 7,000 578,316 475,388 Mar 25 04:58 PM Christianson Jon President Mar 14 '24 Sale 82.09 10,000 820,884 59,761 Mar 18 06:58 PM Uchida T Christopher Chief Financial Officer Mar 14 '24 Sale 81.99 2,500 204,970 25,344 Mar 18 07:00 PM Uchida T Christopher Chief Financial Officer Mar 12 '24 Sale 74.00 1,000 74,000 27,844 Mar 13 05:34 PM Uchida T Christopher Chief Financial Officer Mar 11 '24 Option Exercise 15.00 1,000 15,000 30,844 Mar 13 05:34 PM Uchida T Christopher Chief Financial Officer Mar 11 '24 Sale 73.43 2,000 146,860 28,844 Mar 13 05:34 PM BRADLEY THOMAS A Director Mar 05 '24 Buy 74.30 1,500 111,450 1,500 Mar 07 05:34 PM Grant Angela L. Chief Legal Officer Mar 04 '24 Sale 75.29 2,000 150,580 103 Mar 05 04:22 PM Armstrong Mac CEO and Chairman Feb 29 '24 Sale 75.75 7,000 530,270 482,388 Mar 04 05:20 PM Uchida T Christopher Chief Financial Officer Feb 16 '24 Sale 74.36 750 55,770 29,844 Feb 16 06:36 PM Uchida T Christopher Chief Financial Officer Feb 15 '24 Sale 67.00 750 50,250 30,594 Feb 16 06:36 PM Uchida T Christopher Chief Financial Officer Feb 14 '24 Option Exercise 15.00 1,000 15,000 32,344 Feb 16 06:36 PM Christianson Jon President Feb 14 '24 Sale 60.00 2,000 120,000 69,521 Feb 16 05:32 PM Uchida T Christopher Chief Financial Officer Feb 14 '24 Sale 59.45 1,000 59,450 31,344 Feb 16 06:36 PM Grant Angela L. Chief Legal Officer Jan 31 '24 Option Exercise 0.00 713 0 2,276 Feb 02 07:40 PM Knutzen Jonathan Chief Risk Officer Jan 31 '24 Option Exercise 0.00 890 0 15,412 Feb 02 07:40 PM Christianson Jon President Jan 31 '24 Option Exercise 0.00 995 0 71,877 Feb 02 07:40 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 31 '24 Option Exercise 0.00 692 0 4,021 Feb 02 07:39 PM Armstrong Mac CEO and Chairman Jan 31 '24 Option Exercise 0.00 4,266 0 48,383 Feb 02 07:39 PM Uchida T Christopher Chief Financial Officer Jan 31 '24 Option Exercise 0.00 1,054 0 31,725 Feb 02 07:39 PM Armstrong Mac CEO and Chairman Jan 31 '24 Sale 59.19 1,541 91,213 46,842 Feb 02 07:39 PM Uchida T Christopher Chief Financial Officer Jan 31 '24 Sale 59.19 381 22,552 31,344 Feb 02 07:39 PM Christianson Jon President Jan 31 '24 Sale 59.19 356 21,073 71,521 Feb 02 07:40 PM Knutzen Jonathan Chief Risk Officer Jan 31 '24 Sale 59.19 296 17,521 15,116 Feb 02 07:40 PM Grant Angela L. Chief Legal Officer Jan 31 '24 Sale 59.19 256 15,153 2,020 Feb 02 07:40 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 31 '24 Sale 59.19 250 14,798 3,771 Feb 02 07:39 PM Knutzen Jonathan Chief Risk Officer Jan 27 '24 Option Exercise 0.00 371 0 14,658 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 27 '24 Option Exercise 0.00 513 0 30,885 Jan 30 07:26 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 27 '24 Option Exercise 0.00 231 0 3,426 Jan 30 07:28 PM Grant Angela L. Chief Legal Officer Jan 27 '24 Option Exercise 0.00 247 0 1,666 Jan 30 07:27 PM Christianson Jon President Jan 27 '24 Option Exercise 0.00 464 0 71,076 Jan 30 07:24 PM Armstrong Mac CEO and Chairman Jan 27 '24 Option Exercise 0.00 2,630 0 45,069 Jan 30 07:25 PM Armstrong Mac CEO and Chairman Jan 27 '24 Sale 60.13 952 57,243 44,117 Jan 30 07:25 PM Uchida T Christopher Chief Financial Officer Jan 27 '24 Sale 60.13 214 12,868 30,671 Jan 30 07:26 PM Christianson Jon President Jan 27 '24 Sale 60.13 194 11,665 70,882 Jan 30 07:24 PM Knutzen Jonathan Chief Risk Officer Jan 27 '24 Sale 60.13 136 8,178 14,522 Jan 30 07:29 PM Grant Angela L. Chief Legal Officer Jan 27 '24 Sale 60.13 103 6,193 1,563 Jan 30 07:27 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 27 '24 Sale 60.13 97 5,833 3,329 Jan 30 07:28 PM Knutzen Jonathan Chief Risk Officer Jan 26 '24 Option Exercise 0.00 889 0 14,611 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 26 '24 Option Exercise 0.00 1,080 0 30,766 Jan 30 07:26 PM Grant Angela L. Chief Legal Officer Jan 26 '24 Option Exercise 0.00 1,969 0 1,947 Jan 30 07:27 PM Armstrong Mac CEO and Chairman Jan 26 '24 Option Exercise 0.00 5,397 0 44,392 Jan 30 07:25 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 26 '24 Option Exercise 0.00 1,969 0 3,726 Jan 30 07:28 PM Christianson Jon President Jan 26 '24 Option Exercise 0.00 1,016 0 71,035 Jan 30 07:24 PM Armstrong Mac CEO and Chairman Jan 26 '24 Sale 60.13 1,953 117,433 42,439 Jan 30 07:25 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 26 '24 Sale 60.13 804 48,344 2,413 Jan 30 07:28 PM Grant Angela L. Chief Legal Officer Jan 26 '24 Sale 60.13 801 48,163 634 Jan 30 07:27 PM Christianson Jon President Jan 26 '24 Sale 60.13 423 25,435 70,612 Jan 30 07:24 PM Uchida T Christopher Chief Financial Officer Jan 26 '24 Sale 60.13 394 23,691 30,372 Jan 30 07:26 PM Knutzen Jonathan Chief Risk Officer Jan 26 '24 Sale 60.13 324 19,482 14,287 Jan 30 07:29 PM Uchida T Christopher Chief Financial Officer Jan 17 '24 Option Exercise 15.00 1,000 15,000 30,686 Jan 18 04:16 PM Uchida T Christopher Chief Financial Officer Jan 17 '24 Sale 60.30 1,000 60,300 29,686 Jan 18 04:16 PM Christianson Jon President Jan 12 '24 Sale 60.00 2,000 120,000 70,019 Jan 16 06:33 PM Grant Angela L. Chief Legal Officer Jan 01 '24 Option Exercise 0.00 433 0 433 Jan 03 06:37 PM Christianson Jon President Jan 01 '24 Option Exercise 0.00 813 0 72,360 Jan 03 06:39 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 01 '24 Option Exercise 0.00 402 0 2,199 Jan 03 06:40 PM Armstrong Mac CEO and Chairman Jan 01 '24 Option Exercise 0.00 4,611 0 40,831 Jan 03 06:41 PM Uchida T Christopher Chief Financial Officer Jan 01 '24 Option Exercise 0.00 899 0 30,062 Jan 03 06:42 PM Knutzen Jonathan Chief Risk Officer Jan 01 '24 Option Exercise 0.00 650 0 13,961 Jan 03 06:43 PM Armstrong Mac CEO and Chairman Jan 01 '24 Sale 54.51 1,836 100,086 38,995 Jan 03 06:41 PM Uchida T Christopher Chief Financial Officer Jan 01 '24 Sale 54.51 376 20,496 29,686 Jan 03 06:42 PM Christianson Jon President Jan 01 '24 Sale 54.52 341 18,590 72,019 Jan 03 06:39 PM Knutzen Jonathan Chief Risk Officer Jan 01 '24 Sale 54.51 239 13,029 13,722 Jan 03 06:43 PM Grant Angela L. Chief Legal Officer Jan 01 '24 Sale 54.51 182 9,921 251 Jan 03 06:37 PM Johnson Michelle Antoinette Chief People & Prod. Officer Jan 01 '24 Sale 54.51 169 9,213 2,030 Jan 03 06:40 PM Uchida T Christopher Chief Financial Officer Dec 13 '23 Option Exercise 15.00 1,000 15,000 30,163 Dec 14 07:31 PM Christianson Jon President Dec 13 '23 Sale 60.77 2,000 121,543 71,547 Dec 14 07:31 PM Uchida T Christopher Chief Financial Officer Dec 13 '23 Sale 61.04 1,000 61,040 29,163 Dec 14 07:31 PM Johnson Michelle Antoinette Chief People & Prod. Officer Dec 05 '23 Sale 63.36 815 51,635 1,797 Dec 07 04:29 PM Knutzen Jonathan Chief Risk Officer Nov 18 '23 Option Exercise 0.00 2,447 0 14,065 Nov 21 04:02 PM Christianson Jon President Nov 18 '23 Option Exercise 0.00 4,079 0 74,966 Nov 21 04:02 PM Christianson Jon President Nov 18 '23 Sale 59.10 1,419 83,863 73,547 Nov 21 04:02 PM Knutzen Jonathan Chief Risk Officer Nov 18 '23 Sale 59.10 754 44,561 13,311 Nov 21 04:02 PM Uchida T Christopher Chief Financial Officer Nov 15 '23 Option Exercise 15.00 1,000 15,000 26,365 Nov 15 08:09 PM Christianson Jon President Nov 15 '23 Sale 60.00 2,000 120,000 70,887 Nov 15 08:08 PM Uchida T Christopher Chief Financial Officer Nov 15 '23 Sale 60.00 1,000 60,000 25,365 Nov 15 08:09 PM Christianson Jon President Nov 13 '23 Sale 60.11 4,000 240,447 72,887 Nov 15 08:08 PM Grant Angela L. Chief Legal Officer Nov 08 '23 Sale 56.60 1,712 96,899 0 Nov 13 05:33 PM Uchida T Christopher Chief Financial Officer Nov 02 '23 Option Exercise 15.00 2,000 30,000 27,365 Nov 06 04:34 PM Uchida T Christopher Chief Financial Officer Nov 02 '23 Sale 56.80 2,000 113,600 25,365 Nov 06 04:34 PM Armstrong Mac CEO and Chairman Sep 08 '23 Option Exercise 0.00 1,213 0 36,822 Sep 22 05:38 PM Christianson Jon President Sep 08 '23 Option Exercise 0.00 430 0 77,036 Sep 22 05:38 PM Uchida T Christopher Chief Financial Officer Sep 08 '23 Option Exercise 0.00 394 0 25,502 Sep 22 05:38 PM Knutzen Jonathan Chief Risk Officer Sep 08 '23 Option Exercise 0.00 364 0 11,730 Sep 22 05:39 PM Johnson Michelle Antoinette Chief People & Prod. Officer Sep 08 '23 Option Exercise 0.00 242 0 2,696 Sep 22 05:38 PM Armstrong Mac CEO and Chairman Aug 09 '23 Sale 57.23 10,000 572,334 489,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Aug 08 '23 Sale 57.32 30,000 1,719,694 499,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Aug 07 '23 Sale 58.42 40,000 2,336,851 529,388 Aug 09 06:07 PM Armstrong Mac CEO and Chairman Jul 15 '23 Option Exercise 0.00 25,000 0 48,227 Sep 22 05:38 PM Christianson Jon President Jun 23 '23 Sale 60.04 3,992 239,672 76,401 Jun 27 04:08 PM Uchida T Christopher Chief Financial Officer Jun 21 '23 Option Exercise 15.00 1,000 15,000 26,108 Jun 21 08:11 PM Uchida T Christopher Chief Financial Officer Jun 21 '23 Sale 58.10 1,000 58,100 25,108 Jun 21 08:11 PM Christianson Jon President Jun 08 '23 Sale 60.09 2,008 120,653 80,393 Jun 09 06:49 PM Uchida T Christopher Chief Financial Officer May 31 '23 Option Exercise 15.00 2,000 30,000 27,108 Jun 01 05:25 PM Uchida T Christopher Chief Financial Officer May 31 '23 Sale 55.00 2,000 110,000 25,108 Jun 01 05:25 PM
Index RUT P/E - EPS (ttm) -2.16 Insider Own 48.94% Shs Outstand 58.63M Perf Week 5.22%
Market Cap 4.51B Forward P/E - EPS next Y -3.34 Insider Trans -4.32% Shs Float 32.71M Perf Month -2.16%
Income -126.22M PEG - EPS next Q -0.66 Inst Own 61.20% Short Float 20.95% Perf Quarter -8.03%
Sales 0.00M P/S - EPS this Y -32.59% Inst Trans -1.03% Short Ratio 13.91 Perf Half Y 31.05%
Book/sh 10.94 P/B 6.43 EPS next Y -16.01% ROA -20.78% Short Interest 6.85M Perf Year 89.42%
Cash/sh 11.24 P/C 6.26 EPS next 5Y - ROE -21.70% 52W Range 36.04 - 89.39 Perf YTD -4.40%
Dividend Est. - P/FCF - EPS past 5Y -72.54% ROI -18.02% 52W High -21.30% Beta 1.35
Dividend TTM - Quick Ratio 22.83 Sales past 5Y 0.00% Gross Margin - 52W Low 95.20% ATR (14) 3.04
Dividend Ex-Date - Current Ratio 22.83 EPS Y/Y TTM -31.75% Oper. Margin 0.00% RSI (14) 50.90 Volatility 4.63% 4.26%
Employees 92 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.10 Target Price 101.11
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -26.40% Payout - Rel Volume 0.70 Prev Close 72.49
Sales Surprise - EPS Surprise -2.99% Sales Q/Q - Earnings Feb 27 BMO Avg Volume 492.69K Price 70.35
SMA20 4.89% SMA50 -6.96% SMA200 10.53% Trades
Volume 346,463 Change -2.95%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Initiated Jefferies
Buy
$97
Apr-01-24 Upgrade Leerink Partners
Market Perform → Outperform
$69 → $110
Feb-28-24 Resumed Guggenheim
Buy
$99
Feb-23-24 Initiated Robert W. Baird
Outperform
$105
Sep-27-23 Initiated Stifel
Buy
$65
Aug-08-23 Initiated SVB Securities
Market Perform
$42
Jul-24-23 Initiated Guggenheim
Buy
$56
Jan-18-23 Initiated Wedbush
Outperform
$39
Jun-24-22 Initiated BMO Capital Markets
Outperform
$28
May-01-24 05:05PM
Apr-08-24 04:30PM
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(American City Business Journals) +60.64%
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Nuvalent, Inc. is a clinical stage biopharmaceutical company, which focuses on creating precisely targeted therapies for patients with cancer. Its pipeline includes ROS1 NSCLC, ALK NSCLC and HER2 NSCLC. The company was founded by Matthew D. Shair in January 2017 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Miller Deborah Ann Chief Legal Officer May 02 '24 Option Exercise 6.89 3,000 20,670 36,300 May 03 04:47 PM Miller Deborah Ann Chief Legal Officer May 02 '24 Sale 72.07 3,000 216,203 33,300 May 03 04:47 PM Shair Matthew Director Apr 29 '24 Sale 67.51 37,500 2,531,537 1,499,698 May 01 04:41 PM Shair Matthew Director Apr 29 '24 Sale 67.51 2,000 135,018 236,522 May 01 04:41 PM Shair Matthew Director Apr 22 '24 Sale 63.65 37,500 2,386,910 1,537,198 Apr 24 04:44 PM Conley Emily Director Apr 15 '24 Option Exercise 9.36 5,000 46,800 5,008 Apr 17 04:44 PM Shair Matthew Director Apr 15 '24 Sale 65.56 37,500 2,458,335 1,574,698 Apr 17 04:46 PM Conley Emily Director Apr 15 '24 Sale 65.52 5,000 327,607 8 Apr 17 04:44 PM Shair Matthew Director Apr 08 '24 Sale 68.44 37,500 2,566,479 1,612,198 Apr 10 04:45 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Option Exercise 6.89 3,000 20,670 36,300 Apr 05 04:47 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Sale 73.60 3,000 220,787 33,300 Apr 05 04:47 PM Shair Matthew Director Apr 01 '24 Sale 76.92 37,500 2,884,337 1,649,698 Apr 03 04:45 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Option Exercise 22.58 22,000 496,740 55,300 Mar 29 04:46 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Sale 75.20 22,000 1,654,311 33,300 Mar 29 04:46 PM Hack Andrew A. F. Director Mar 27 '24 Sale 72.77 880,000 64,035,959 2,697,267 Mar 29 05:15 PM Shair Matthew Director Mar 25 '24 Sale 76.77 37,500 2,878,982 1,687,198 Mar 27 04:55 PM Shair Matthew Director Mar 25 '24 Sale 76.77 2,000 153,546 238,522 Mar 27 04:55 PM Noci Darlene Chief Development Officer Mar 22 '24 Option Exercise 7.74 20,000 154,800 53,300 Mar 25 04:49 PM Noci Darlene Chief Development Officer Mar 22 '24 Sale 77.51 20,000 1,550,229 33,300 Mar 25 04:49 PM Conley Emily Director Mar 15 '24 Option Exercise 9.36 13,333 124,797 13,341 Mar 19 04:46 PM Conley Emily Director Mar 15 '24 Sale 80.92 13,333 1,078,883 8 Mar 19 04:46 PM Shair Matthew Director Dec 28 '23 Sale 75.46 48,548 3,663,492 1,724,698 Dec 28 05:09 PM Shair Matthew Director Dec 27 '23 Sale 75.17 1,000 75,170 1,773,246 Dec 28 05:09 PM Shair Matthew Director Dec 26 '23 Sale 75.12 69,602 5,228,346 1,774,246 Dec 28 05:09 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Option Exercise 18.93 5,000 94,650 5,000 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Sale 75.00 5,000 375,000 0 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Option Exercise 27.85 33,046 920,331 33,046 Dec 20 04:54 PM Noci Darlene Chief Development Officer Dec 18 '23 Option Exercise 4.70 40,000 188,139 40,000 Dec 20 04:56 PM Protopapas Anna Director Dec 18 '23 Option Exercise 9.36 5,000 46,800 5,000 Dec 20 04:58 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Option Exercise 1.08 30,000 32,400 30,000 Dec 20 04:51 PM Noci Darlene Chief Development Officer Dec 18 '23 Sale 75.82 40,000 3,032,800 0 Dec 20 04:56 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Sale 75.82 33,046 2,505,548 0 Dec 20 04:54 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Sale 75.82 30,000 2,274,600 0 Dec 20 04:51 PM Protopapas Anna Director Dec 18 '23 Sale 75.67 5,000 378,350 0 Dec 20 04:58 PM Shair Matthew Director Nov 28 '23 Sale 61.89 9,150 566,303 1,843,848 Nov 30 04:47 PM Noci Darlene Chief Development Officer Nov 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Nov 03 04:43 PM Noci Darlene Chief Development Officer Nov 01 '23 Sale 52.66 3,000 157,975 0 Nov 03 04:43 PM Shair Matthew Director Oct 24 '23 Sale 50.70 91,700 4,648,872 1,852,998 Oct 26 04:47 PM Noci Darlene Chief Development Officer Oct 04 '23 Option Exercise 5.56 20,000 111,150 20,000 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Option Exercise 6.89 7,995 55,086 22,508 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 04 '23 Sale 55.99 20,000 1,119,702 0 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Sale 54.04 7,995 432,031 14,513 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 02 '23 Option Exercise 1.08 3,000 3,240 3,000 Oct 04 04:24 PM Noci Darlene Chief Development Officer Oct 02 '23 Sale 45.88 3,000 137,649 0 Oct 04 04:24 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Sep 19 04:45 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Sale 47.64 2,000 95,283 0 Sep 19 04:45 PM Noci Darlene Chief Development Officer Sep 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Sep 06 04:36 PM Noci Darlene Chief Development Officer Sep 01 '23 Sale 46.56 3,000 139,692 0 Sep 06 04:36 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Aug 17 04:29 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Sale 42.65 2,000 85,310 0 Aug 17 04:29 PM Noci Darlene Chief Development Officer Aug 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Aug 01 05:26 PM Noci Darlene Chief Development Officer Aug 01 '23 Sale 49.95 3,000 149,844 0 Aug 01 05:26 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Option Exercise 1.08 25,000 27,000 25,000 Aug 01 04:16 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Sale 48.99 25,000 1,224,796 0 Aug 01 04:16 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Option Exercise 6.89 6,500 44,785 6,500 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Option Exercise 6.89 2,665 18,362 17,178 Jul 28 04:51 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Sale 48.52 6,500 315,380 0 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Sale 48.93 2,665 130,398 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Option Exercise 6.89 2,365 16,295 16,878 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Sale 46.85 2,365 110,800 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Option Exercise 6.89 200 1,378 14,713 Jul 24 04:54 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Sale 46.82 200 9,364 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Option Exercise 1.08 10,941 11,816 10,941 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Option Exercise 6.89 100 689 14,613 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Sale 45.17 10,941 494,205 0 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Sale 46.80 100 4,680 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 19 '23 Option Exercise 1.08 4,559 4,924 4,559 Jul 21 04:47 PM Noci Darlene Chief Development Officer Jul 19 '23 Sale 45.04 4,559 205,337 0 Jul 21 04:47 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Option Exercise 6.89 2,000 13,780 2,000 Jul 19 04:43 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Sale 43.06 2,000 86,123 0 Jul 19 04:43 PM Noci Darlene Chief Development Officer Jul 03 '23 Option Exercise 1.08 3,000 3,240 3,000 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jul 03 '23 Sale 41.48 3,000 124,427 0 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jun 16 '23 Option Exercise 1.08 2,900 3,132 2,900 Jun 20 04:45 PM Noci Darlene Chief Development Officer Jun 16 '23 Sale 45.19 2,900 131,051 0 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Option Exercise 1.08 1,000 1,080 1,000 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Sale 44.28 2,000 88,565 0 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Sale 45.07 1,000 45,070 0 Jun 20 04:45 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Option Exercise 6.89 10,235 70,519 24,748 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Option Exercise 1.08 600 648 600 Jun 07 04:46 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Sale 44.86 10,235 459,142 14,513 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Sale 45.00 600 27,000 0 Jun 07 04:46 PM Noci Darlene Chief Development Officer Jun 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Jun 02 04:45 PM Noci Darlene Chief Development Officer Jun 01 '23 Sale 42.64 3,000 127,921 0 Jun 02 04:45 PM Miller Deborah Ann Chief Legal Officer May 15 '23 Option Exercise 6.89 2,000 13,780 2,000 May 17 04:44 PM Miller Deborah Ann Chief Legal Officer May 15 '23 Sale 40.74 2,000 81,489 0 May 17 04:44 PM Miller Deborah Ann Chief Legal Officer May 09 '23 Option Exercise 6.89 1,332 9,177 1,332 May 09 05:11 PM Miller Deborah Ann Chief Legal Officer May 09 '23 Sale 39.63 1,332 52,787 0 May 09 05:11 PM Miller Deborah Ann Chief Legal Officer May 05 '23 Option Exercise 6.89 2,800 19,292 2,800 May 09 05:11 PM Miller Deborah Ann Chief Legal Officer May 05 '23 Sale 39.64 2,800 110,992 0 May 09 05:11 PM
Index NDX, S&P 500 P/E 16.47 EPS (ttm) 5.38 Insider Own 0.08% Shs Outstand 527.12M Perf Week 3.92%
Market Cap 46.70B Forward P/E 14.86 EPS next Y 5.96 Insider Trans 0.00% Shs Float 526.70M Perf Month 5.53%
Income 2.81B PEG 2.66 EPS next Q 1.25 Inst Own 76.73% Short Float 1.60% Perf Quarter 12.68%
Sales 19.63B P/S 2.38 EPS this Y 6.92% Inst Trans 0.33% Short Ratio 2.18 Perf Half Y 15.85%
Book/sh 48.96 P/B 1.81 EPS next Y 6.25% ROA 2.93% Short Interest 8.40M Perf Year -2.50%
Cash/sh 0.95 P/C 93.63 EPS next 5Y 6.19% ROE 11.36% 52W Range 69.38 - 92.88 Perf YTD 9.09%
Dividend Est. 3.59 (4.05%) P/FCF - EPS past 5Y 1.73% ROI 4.33% 52W High -4.61% Beta 0.52
Dividend TTM 3.42 (3.86%) Quick Ratio 0.37 Sales past 5Y 4.02% Gross Margin 30.12% 52W Low 27.70% ATR (14) 1.79
Dividend Ex-Date May 09, 2024 Current Ratio 0.54 EPS Y/Y TTM 39.17% Oper. Margin 22.44% RSI (14) 65.09 Volatility 2.19% 2.04%
Employees 17250 Debt/Eq 1.71 Sales Y/Y TTM -0.43% Profit Margin 14.33% Recom 2.50 Target Price 88.73
Option/Short Yes / Yes LT Debt/Eq 1.52 EPS Q/Q 146.92% Payout 79.39% Rel Volume 0.86 Prev Close 88.25
Sales Surprise -0.41% EPS Surprise 1.36% Sales Q/Q 5.21% Earnings Apr 30 BMO Avg Volume 3.85M Price 88.60
SMA20 4.97% SMA50 5.61% SMA200 10.35% Trades
Volume 3,305,237 Change 0.40%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-11-24 Downgrade UBS
Neutral → Sell
$86 → $83
Mar-08-24 Downgrade Ladenburg Thalmann
Neutral → Sell
$75.50 → $73
Feb-28-24 Downgrade Barclays
Overweight → Equal Weight
$84 → $83
Jan-22-24 Downgrade Guggenheim
Buy → Neutral
$81
Jan-11-24 Downgrade Mizuho
Buy → Neutral
$83
Sep-13-23 Upgrade Ladenburg Thalmann
Sell → Neutral
Aug-23-23 Initiated Barclays
Overweight
$88
Jun-08-23 Initiated Goldman
Buy
$98
Jun-06-23 Downgrade UBS
Buy → Neutral
$105 → $92
Apr-03-23 Initiated Ladenburg Thalmann
Sell
$82.50
Feb-01-23 Downgrade Wells Fargo
Overweight → Equal Weight
$108 → $99
Jan-24-23 Downgrade Evercore ISI
Outperform → In-line
$100 → $102
Dec-19-22 Downgrade BofA Securities
Buy → Neutral
$101 → $98
Apr-26-22 Initiated Credit Suisse
Outperform
$113
Mar-14-22 Downgrade Seaport Research Partners
Buy → Neutral
Feb-28-22 Upgrade Wells Fargo
Equal Weight → Overweight
$93 → $101
Jul-26-21 Upgrade BofA Securities
Neutral → Buy
Mar-11-21 Initiated Edward Jones
Buy
Jan-21-21 Upgrade Guggenheim
Neutral → Buy
$93
Jan-15-21 Downgrade Goldman
Neutral → Sell
$90 → $83
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American Electric Power Co., Inc. engages in the generation, transmission, and distribution of electricity. It operates through the following segments: Vertically Integrated Utilities, Transmission and Distribution Utilities, AEP Transmission Holdco, and Generation and Marketing. The Vertically Integrated Utilities segment covers the generation, transmission, and distribution of electricity for sale to retail and wholesale customers. The Transmission and Distribution Utilities segment represents the transmission and distribution of electricity for sale to retail and wholesale customers. The AEP Transmission Holdco segment comprised of the development, construction, and operation of transmission facilities through investments in its wholly-owned transmission subsidiaries and joint ventures. The Generation and Marketing segment consists of the non-regulated generation and marketing, risk management, and retail activities. The company was founded on December 20, 1906 and is headquartered in Columbus, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Feinberg David Matthew Executive Vice President Mar 22 '24 Option Exercise 83.84 176 14,756 22,386 Mar 26 04:39 PM Zebula Charles E Executive VP & CFO Mar 22 '24 Option Exercise 83.84 152 12,744 54,944 Mar 26 04:38 PM Risch Therace Executive Vice President Mar 22 '24 Option Exercise 83.84 105 8,803 11,636 Mar 26 04:37 PM Hall Greg B Executive Vice President Mar 22 '24 Option Exercise 83.84 40 3,354 12,410 Mar 26 04:38 PM
Index - P/E - EPS (ttm) -0.96 Insider Own 10.73% Shs Outstand 144.81M Perf Week -2.78%
Market Cap 9.97B Forward P/E 60.11 EPS next Y 1.13 Insider Trans -6.77% Shs Float 130.60M Perf Month -12.27%
Income -137.21M PEG - EPS next Q 0.24 Inst Own 79.48% Short Float 4.23% Perf Quarter -6.90%
Sales 1.01B P/S 9.91 EPS this Y 194.31% Inst Trans 3.09% Short Ratio 3.99 Perf Half Y 13.25%
Book/sh 8.16 P/B 8.35 EPS next Y 28.38% ROA -7.64% Short Interest 5.53M Perf Year 28.13%
Cash/sh 5.09 P/C 13.39 EPS next 5Y 75.90% ROE -11.94% 52W Range 48.11 - 83.35 Perf YTD -1.56%
Dividend Est. - P/FCF 116.73 EPS past 5Y -19.72% ROI -10.80% 52W High -18.25% Beta 0.79
Dividend TTM - Quick Ratio 1.60 Sales past 5Y 38.80% Gross Margin 80.64% 52W Low 41.63% ATR (14) 2.30
Dividend Ex-Date - Current Ratio 1.60 EPS Y/Y TTM 52.52% Oper. Margin -15.82% RSI (14) 30.86 Volatility 4.50% 2.92%
Employees 3694 Debt/Eq 0.06 Sales Y/Y TTM 29.93% Profit Margin -13.64% Recom 1.56 Target Price 83.04
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q 83.40% Payout - Rel Volume 1.96 Prev Close 69.23
Sales Surprise 2.36% EPS Surprise 92.55% Sales Q/Q 26.18% Earnings May 01 AMC Avg Volume 1.39M Price 68.14
SMA20 -5.79% SMA50 -10.55% SMA200 -0.02% Trades
Volume 2,713,577 Change -1.57%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-23-24 Reiterated JP Morgan
Overweight
$76 → $81
Nov-02-23 Downgrade Oppenheimer
Outperform → Perform
Nov-02-23 Downgrade Jefferies
Buy → Hold
$90 → $55
Oct-26-23 Initiated BMO Capital Markets
Outperform
$80
Aug-03-23 Downgrade Loop Capital
Buy → Hold
$80 → $75
Jul-13-23 Resumed JP Morgan
Overweight
$72 → $84
Jul-11-23 Upgrade Scotiabank
Sector Perform → Sector Outperform
$81
May-04-23 Upgrade Goldman
Neutral → Buy
$63 → $75
Mar-22-23 Initiated DA Davidson
Buy
$72
Dec-22-22 Initiated Loop Capital
Buy
$70
Oct-31-22 Initiated Scotiabank
Sector Perform
Sep-22-22 Initiated MoffettNathanson
Buy
$73
Sep-06-22 Initiated JMP Securities
Mkt Outperform
$70
Aug-17-22 Initiated Wolfe Research
Peer Perform
Jul-27-22 Resumed Oppenheimer
Outperform
$70 → $60
Mar-29-22 Initiated Mizuho
Buy
$75
Jan-28-22 Resumed Stifel
Buy
$120 → $85
Jan-06-22 Upgrade Jefferies
Hold → Buy
$110
Jun-14-21 Initiated William Blair
Outperform
Jun-14-21 Initiated Stifel
Buy
$100
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Procore Technologies, Inc. engages in the development of cloud-based construction management software. The company was founded by Craig F. Courtemanche, Jr. and Steven C. Zahm in 2002 and is headquartered in Carpinteria, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Courtemanche Craig F. Jr. CEO & President May 01 '24 Sale 68.97 68,000 4,690,024 530,049 May 03 04:35 PM Singer Benjamin C Chief Legal Officer; Secretary May 01 '24 Sale 69.05 3,000 207,160 122,321 May 03 04:36 PM Fu Howard CFO & Treasurer Apr 22 '24 Sale 71.02 1,441 102,340 192,178 Apr 24 04:43 PM O CONNOR KEVIN J Director Apr 04 '24 Sale 79.20 6,410 507,672 1,494,311 Apr 04 06:13 PM O CONNOR KEVIN J Director Apr 03 '24 Sale 78.09 6,410 500,557 1,500,721 Apr 04 06:13 PM O CONNOR KEVIN J Director Apr 02 '24 Sale 77.13 6,410 494,390 1,507,131 Apr 04 06:13 PM Courtemanche Craig F. Jr. CEO & President Apr 01 '24 Sale 81.30 68,000 5,528,362 531,399 Apr 02 08:30 PM Singer Benjamin C Chief Legal Officer; Secretary Apr 01 '24 Sale 82.15 3,000 246,450 125,321 Apr 02 08:32 PM Fu Howard CFO & Treasurer Mar 22 '24 Sale 81.19 1,457 118,294 137,237 Mar 26 04:36 PM Davis Steven Scott PRESIDENT PRODUCT & TECHNOLOGY Mar 13 '24 Sale 79.11 57,666 4,561,957 167,989 Mar 15 09:11 PM Courtemanche Craig F. Jr. CEO & President Mar 08 '24 Sale 80.00 110,000 8,800,000 532,749 Mar 08 06:15 PM Singer Benjamin C Chief Legal Officer; Secretary Mar 08 '24 Sale 80.00 8,000 640,000 93,865 Mar 08 06:13 PM O CONNOR KEVIN J Director Mar 08 '24 Sale 79.49 6,410 509,531 1,513,541 Mar 08 06:14 PM Steele Elisa Director Mar 08 '24 Sale 80.01 6,180 494,462 55,010 Mar 08 06:12 PM O CONNOR KEVIN J Director Mar 07 '24 Sale 78.18 6,410 501,152 1,519,951 Mar 08 06:14 PM O CONNOR KEVIN J Director Mar 06 '24 Sale 76.43 6,420 490,681 1,526,361 Mar 08 06:14 PM Courtemanche Craig F. Jr. CEO & President Mar 01 '24 Sale 79.19 68,000 5,384,727 535,749 Mar 04 06:43 PM Singer Benjamin C Chief Legal Officer; Secretary Mar 01 '24 Sale 78.26 3,000 234,780 101,865 Mar 04 06:42 PM Fleming William Fred Jr SVP, Corporate Controller Feb 29 '24 Option Exercise 12.22 1,753 21,422 79,521 Mar 04 06:41 PM Fleming William Fred Jr SVP, Corporate Controller Feb 29 '24 Sale 77.25 5,000 386,250 74,521 Mar 04 06:41 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 23 '24 Sale 73.54 7,100 522,134 104,865 Feb 26 06:55 PM Durling Joy Driscoll Chief Data Officer Feb 23 '24 Sale 73.45 5,000 367,250 99,119 Feb 26 07:08 PM Fu Howard CFO & Treasurer Feb 23 '24 Sale 73.52 1,456 107,045 138,694 Feb 26 06:57 PM Courtemanche Craig F. Jr. CEO & President Feb 22 '24 Sale 73.90 65,246 4,821,679 748,247 Feb 26 07:00 PM Fleming William Fred Jr SVP, Corporate Controller Feb 22 '24 Sale 73.90 6,041 446,430 77,768 Feb 26 06:59 PM Davis Steven Scott President Product & Technology Feb 22 '24 Sale 73.90 4,819 356,124 225,655 Feb 26 07:07 PM Fu Howard CFO & Treasurer Feb 22 '24 Sale 73.90 4,458 329,446 140,150 Feb 26 06:57 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 22 '24 Sale 73.90 4,353 321,687 111,965 Feb 26 06:55 PM Durling Joy Driscoll Chief Data Officer Feb 22 '24 Sale 73.90 3,917 289,466 104,119 Feb 26 07:08 PM SMITH GRAHAM Director Feb 21 '24 Sale 74.02 9,270 686,137 45,520 Feb 23 05:33 PM Steele Elisa Director Feb 21 '24 Sale 74.01 9,270 686,075 61,190 Feb 23 05:35 PM CALDWELL NANCI Director Feb 21 '24 Sale 74.00 9,270 686,011 55,010 Feb 23 05:32 PM Bueker Kathryn Director Feb 21 '24 Sale 74.03 3,389 250,873 29,332 Feb 23 05:30 PM CALDWELL NANCI Director Feb 09 '24 Sale 75.00 9,270 695,250 64,280 Feb 09 06:34 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 09 '24 Sale 75.00 8,000 600,000 116,318 Feb 09 06:28 PM Steele Elisa Director Feb 09 '24 Sale 75.00 6,180 463,500 70,460 Feb 09 06:30 PM O CONNOR KEVIN J Director Feb 07 '24 Sale 71.79 5,128 368,139 1,532,781 Feb 07 08:12 PM O CONNOR KEVIN J Director Feb 06 '24 Sale 71.88 5,128 368,601 1,537,909 Feb 07 08:12 PM O CONNOR KEVIN J Director Feb 05 '24 Sale 72.21 5,128 370,306 1,543,037 Feb 07 08:12 PM Courtemanche Craig F. Jr. CEO & President Feb 01 '24 Sale 71.36 68,000 4,852,183 537,099 Feb 05 07:40 PM Singer Benjamin C Chief Legal Officer; Secretary Feb 01 '24 Sale 71.39 3,000 214,170 124,318 Feb 05 07:44 PM Fu Howard CFO & Treasurer Jan 22 '24 Sale 69.67 1,142 79,563 144,608 Jan 24 04:34 PM O CONNOR KEVIN J Director Jan 12 '24 Sale 69.29 5,128 355,319 1,548,165 Jan 16 08:52 PM O CONNOR KEVIN J Director Jan 11 '24 Sale 70.11 5,128 359,524 1,553,293 Jan 16 08:52 PM O CONNOR KEVIN J Director Jan 10 '24 Sale 69.77 5,128 357,781 1,558,421 Jan 11 04:27 PM Singer Benjamin C Chief Legal Officer; Secretary Jan 09 '24 Sale 70.00 1,000 70,000 127,318 Jan 10 05:35 PM Fu Howard CFO & Treasurer Jan 08 '24 Sale 65.90 1,140 75,126 145,750 Jan 10 05:32 PM Courtemanche Craig F. Jr. CEO & President Jan 02 '24 Sale 67.89 68,000 4,616,262 538,449 Jan 04 04:51 PM Singer Benjamin C Chief Legal Officer; Secretary Jan 02 '24 Sale 68.75 2,000 137,500 128,318 Jan 04 04:52 PM CALDWELL NANCI Director Dec 26 '23 Sale 70.00 9,270 648,900 73,550 Dec 28 05:59 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 26 '23 Sale 70.00 1,000 70,000 130,318 Dec 28 06:03 PM Fu Howard CFO & Treasurer Dec 21 '23 Sale 67.79 1,157 78,433 146,890 Dec 26 03:16 PM Fleming William Fred Jr SVP, Corporate Controller Dec 14 '23 Option Exercise 12.22 6,000 73,320 83,809 Dec 18 07:30 PM Fu Howard CFO & Treasurer Dec 14 '23 Sale 65.00 3,465 225,225 148,047 Dec 18 07:24 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 14 '23 Sale 65.00 1,000 65,000 131,318 Dec 15 04:39 PM Griffith William J.G. Director Dec 13 '23 Sale 58.51 25,144 1,471,196 4,511,205 Dec 15 04:34 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 13 '23 Sale 58.51 14,104 825,236 5,762,920 Dec 15 04:19 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 13 '23 Sale 58.51 11,040 645,959 4,511,205 Dec 15 04:19 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 13 '23 Sale 60.00 1,000 60,000 132,318 Dec 15 04:39 PM Griffith William J.G. Director Dec 11 '23 Sale 59.57 30,526 1,818,519 4,522,245 Dec 13 04:15 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 11 '23 Sale 59.57 17,123 1,020,065 5,777,024 Dec 13 04:16 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 11 '23 Sale 59.57 13,403 798,454 4,522,245 Dec 13 04:16 PM Singer Benjamin C Chief Legal Officer; Secretary Dec 08 '23 Sale 58.29 5,638 328,639 133,318 Dec 12 06:46 PM O CONNOR KEVIN J Director Dec 08 '23 Sale 58.30 5,128 298,962 1,563,549 Dec 08 07:37 PM O CONNOR KEVIN J Director Dec 07 '23 Sale 58.71 5,128 301,078 1,568,677 Dec 08 07:37 PM Griffith William J.G. Director Dec 06 '23 Sale 60.98 36,264 2,211,520 4,535,648 Dec 08 07:21 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 06 '23 Sale 60.98 20,341 1,240,474 5,794,147 Dec 08 06:42 PM ICONIQ STRATEGIC PARTNERS II, 10% Owner Dec 06 '23 Sale 60.98 15,923 971,047 4,535,648 Dec 08 06:42 PM O CONNOR KEVIN J Director Dec 06 '23 Sale 60.64 5,128 310,962 1,573,805 Dec 08 07:37 PM Courtemanche Craig F. Jr. CEO & President Dec 01 '23 Sale 59.91 68,000 4,074,111 539,799 Dec 05 08:59 PM Durling Joy Driscoll Chief Data Officer Dec 01 '23 Sale 59.75 5,000 298,750 108,036 Dec 05 05:43 PM Courtemanche Craig F. Jr. CEO & President Nov 22 '23 Sale 55.95 29,514 1,651,308 813,493 Nov 27 09:20 PM Davis Steven Scott President Product & Technology Nov 22 '23 Sale 55.95 6,527 365,186 230,474 Nov 27 09:22 PM Fu Howard CFO & Treasurer Nov 22 '23 Sale 55.95 5,959 333,406 151,512 Nov 27 09:26 PM Singer Benjamin C Chief Legal Officer; Secretary Nov 22 '23 Sale 55.95 5,815 325,349 138,956 Nov 27 09:27 PM Durling Joy Driscoll Chief Data Officer Nov 22 '23 Sale 55.95 5,226 292,395 113,036 Nov 27 09:23 PM Fleming William Fred Jr SVP, Corporate Controller Nov 22 '23 Sale 55.95 3,381 189,167 77,809 Nov 27 09:25 PM O CONNOR KEVIN J Director Nov 16 '23 Sale 55.17 5,128 282,912 1,578,933 Nov 16 09:03 PM O CONNOR KEVIN J Director Nov 15 '23 Sale 56.58 5,128 290,142 1,584,061 Nov 16 09:03 PM O CONNOR KEVIN J Director Nov 14 '23 Sale 54.87 5,128 281,395 1,589,189 Nov 16 09:03 PM Courtemanche Craig F. Jr. CEO & President Nov 01 '23 Sale 59.40 68,000 4,039,280 541,149 Nov 03 08:53 PM O CONNOR KEVIN J Director Oct 13 '23 Sale 67.27 5,128 344,961 1,594,317 Oct 13 06:15 PM O CONNOR KEVIN J Director Oct 12 '23 Sale 68.19 5,128 349,678 1,599,445 Oct 13 06:15 PM O CONNOR KEVIN J Director Oct 11 '23 Sale 69.11 5,128 354,396 1,604,573 Oct 13 06:15 PM Courtemanche Craig F. Jr. CEO & President Oct 09 '23 Sale 70.00 55,000 3,850,035 542,499 Oct 11 05:34 PM Courtemanche Craig F. Jr. CEO & President Oct 02 '23 Sale 66.09 68,000 4,494,346 543,999 Oct 04 06:05 PM O CONNOR KEVIN J Director Sep 28 '23 Sale 64.72 5,128 331,884 1,609,701 Sep 29 05:33 PM O CONNOR KEVIN J Director Sep 27 '23 Sale 62.40 5,128 319,987 1,614,829 Sep 28 05:37 PM O CONNOR KEVIN J Director Sep 26 '23 Sale 63.88 5,128 327,577 1,619,957 Sep 28 05:37 PM Courtemanche Craig F. Jr. CEO & President Sep 18 '23 Sale 64.03 63,500 4,065,898 3,303,954 Sep 20 05:45 PM Courtemanche Craig F. Jr. CEO & President Sep 06 '23 Sale 66.81 97,500 6,513,495 545,349 Sep 08 07:13 PM Fleming William Fred Jr SVP, Corporate Controller Aug 29 '23 Option Exercise 12.22 1,000 12,220 83,973 Aug 31 07:13 PM Fleming William Fred Jr SVP, Corporate Controller Aug 29 '23 Sale 66.33 3,000 198,990 80,973 Aug 31 07:13 PM Singer Benjamin C Chief Legal Officer; Secretary Aug 24 '23 Sale 63.13 8,000 505,040 144,568 Aug 25 06:15 PM O CONNOR KEVIN J Director Aug 24 '23 Sale 63.51 5,128 325,679 1,625,085 Aug 25 06:13 PM Durling Joy Driscoll Chief Data Officer Aug 24 '23 Sale 63.67 5,057 321,972 118,228 Aug 25 06:05 PM Courtemanche Craig F. Jr. CEO & President Aug 23 '23 Sale 62.97 29,575 1,862,338 843,007 Aug 25 06:02 PM Davis Steven Scott President Product & Technology Aug 23 '23 Sale 62.97 21,467 1,351,777 237,001 Aug 25 06:04 PM Fu Howard CFO & Treasurer Aug 23 '23 Sale 62.97 5,971 375,994 157,471 Aug 25 06:10 PM Singer Benjamin C Chief Legal Officer; Secretary Aug 23 '23 Sale 62.97 5,826 366,863 152,568 Aug 25 06:15 PM
Index - P/E 0.32 EPS (ttm) 5.61 Insider Own 26.12% Shs Outstand 13.31M Perf Week 8.59%
Market Cap 23.75M Forward P/E - EPS next Y -1.08 Insider Trans -0.87% Shs Float 9.92M Perf Month 5.99%
Income 74.73M PEG - EPS next Q -0.92 Inst Own 18.62% Short Float 1.29% Perf Quarter -14.49%
Sales 184.65M P/S 0.13 EPS this Y -110.17% Inst Trans - Short Ratio 2.25 Perf Half Y -53.24%
Book/sh 0.72 P/B 2.45 EPS next Y 58.14% ROA - Short Interest 0.13M Perf Year -75.76%
Cash/sh 4.40 P/C 0.40 EPS next 5Y - ROE - 52W Range 1.47 - 12.00 Perf YTD -44.16%
Dividend Est. - P/FCF - EPS past 5Y - ROI 96.15% 52W High -85.25% Beta 1.72
Dividend TTM - Quick Ratio 3.47 Sales past 5Y 12.38% Gross Margin 19.98% 52W Low 20.41% ATR (14) 0.15
Dividend Ex-Date - Current Ratio 3.47 EPS Y/Y TTM - Oper. Margin -13.23% RSI (14) 48.54 Volatility 7.94% 7.56%
Employees 349 Debt/Eq 7.50 Sales Y/Y TTM - Profit Margin 40.47% Recom 1.00 Target Price 5.00
Option/Short No / Yes LT Debt/Eq 7.10 EPS Q/Q 654.04% Payout 0.00% Rel Volume 0.14 Prev Close 1.78
Sales Surprise -0.38% EPS Surprise 1176.58% Sales Q/Q -13.59% Earnings May 13 AMC Avg Volume 57.04K Price 1.77
SMA20 4.17% SMA50 -14.54% SMA200 -44.32% Trades
Volume 7,863 Change -0.56%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-12-23 Initiated Needham
Buy
$7
Apr-29-24 05:00PM
Mar-14-24 04:00PM
Mar-11-24 09:00AM
Feb-26-24 06:00PM
Jan-22-24 08:00AM
10:25AM
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Oct-18-23 09:15AM
Urgent.ly, Inc. develops a mobile application for roadside assistance. The firm's industry solutions include insurance, automotive, financial, parking, wireless, fleets and rental. It specializes in on demand mobile services, mobile apps, mobile web, roadside assistance, towing services, and global digital roadside assistance solutions. The company was founded by Ric Fleisher, Surendra Goel, Luke Kathol, Lokesh Kumar, Rick Robinson and Christopher Spanos in 2013 and is headquartered in Vienna, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ben Volkow Director May 01 '24 Sale 1.66 600 998 535,544 May 02 04:53 PM Ben Volkow Director Apr 30 '24 Sale 1.66 700 1,164 536,144 May 02 04:53 PM Ben Volkow Director Apr 29 '24 Sale 1.66 1,600 2,654 536,844 Apr 30 05:41 PM Ben Volkow Director Apr 26 '24 Sale 1.63 3,000 4,879 538,444 Apr 30 05:41 PM Ben Volkow Director Apr 25 '24 Sale 1.64 1,900 3,121 541,444 Apr 26 06:46 PM Ben Volkow Director Apr 24 '24 Sale 1.64 1,700 2,789 543,344 Apr 26 06:46 PM Ben Volkow Director Apr 23 '24 Sale 1.64 600 981 545,044 Apr 24 04:43 PM Ben Volkow Director Apr 22 '24 Sale 1.63 700 1,142 545,644 Apr 24 04:43 PM Ben Volkow Director Apr 19 '24 Sale 1.71 1,700 2,913 546,344 Apr 22 04:20 PM Ben Volkow Director Apr 18 '24 Sale 1.72 11,900 20,410 548,044 Apr 22 04:20 PM Ben Volkow Director Mar 19 '24 Sale 2.21 2,578 5,687 559,944 Mar 21 05:49 PM Ben Volkow Director Mar 18 '24 Sale 2.22 24,500 54,378 562,522 Mar 21 05:49 PM Ben Volkow Director Dec 12 '23 Sale 3.43 4,278 14,674 587,022 Dec 14 06:09 PM Geisse Andrew M Director Nov 17 '23 Buy 3.99 25,000 99,818 61,046 Nov 21 09:00 PM Pollock Ryan Director Oct 19 '23 Option Exercise 0.09 151,109 13,600 513,323 Oct 23 09:21 PM
Index RUT P/E - EPS (ttm) -0.75 Insider Own 14.99% Shs Outstand 35.17M Perf Week -1.42%
Market Cap 367.04M Forward P/E 17.49 EPS next Y 0.59 Insider Trans 4.16% Shs Float 30.06M Perf Month -21.06%
Income -24.41M PEG - EPS next Q -0.20 Inst Own 65.15% Short Float 19.70% Perf Quarter 9.61%
Sales 130.19M P/S 2.82 EPS this Y 57.00% Inst Trans -4.54% Short Ratio 12.50 Perf Half Y -22.83%
Book/sh 2.00 P/B 5.19 EPS next Y 283.98% ROA -10.41% Short Interest 5.92M Perf Year -59.28%
Cash/sh 2.34 P/C 4.43 EPS next 5Y 15.00% ROE -49.84% 52W Range 7.60 - 28.25 Perf YTD -7.32%
Dividend Est. - P/FCF 154.22 EPS past 5Y - ROI -9.39% 52W High -63.26% Beta 0.72
Dividend TTM - Quick Ratio 2.60 Sales past 5Y 27.34% Gross Margin 69.55% 52W Low 36.58% ATR (14) 0.64
Dividend Ex-Date - Current Ratio 2.82 EPS Y/Y TTM -44.20% Oper. Margin 0.62% RSI (14) 40.44 Volatility 5.49% 5.44%
Employees 315 Debt/Eq 2.71 Sales Y/Y TTM 46.95% Profit Margin -18.75% Recom 1.00 Target Price 25.65
Option/Short Yes / Yes LT Debt/Eq 2.70 EPS Q/Q -822.91% Payout - Rel Volume 0.59 Prev Close 10.64
Sales Surprise -3.97% EPS Surprise -500.46% Sales Q/Q 78.83% Earnings May 13 AMC Avg Volume 473.61K Price 10.38
SMA20 -9.77% SMA50 -9.22% SMA200 -19.45% Trades
Volume 280,144 Change -2.44%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-11-24 Initiated Craig Hallum
Buy
$24
Sep-08-22 Resumed B. Riley Securities
Buy
$17
Oct-14-21 Resumed B. Riley Securities
Buy
$16
Sep-24-21 Initiated Aegis Capital
Buy
$15
Jul-02-21 Initiated Ladenburg Thalmann
Buy
$14.25
Apr-25-24 07:00AM
Apr-02-24 08:16AM
Mar-21-24 09:55AM
Mar-19-24 09:52PM
06:51PM
05:45PM
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01:08PM
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Sep-29-23 08:00AM
Sep-26-23 08:00AM
Sep-21-23 01:03PM
Aug-11-23 01:05PM
Aug-10-23 09:54AM
(Thomson Reuters StreetEvents) -15.45%
Aug-09-23 04:14PM
(Associated Press Finance)
04:01PM
07:00AM
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Jul-31-23 07:00AM
Jul-28-23 02:56PM
Jul-26-23 03:42PM
(American City Business Journals)
09:00AM
Jul-20-23 10:29AM
Jul-19-23 12:17PM
07:00AM
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04:05PM
04:04PM
04:01PM
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May-12-23 01:48PM
06:26AM
(Thomson Reuters StreetEvents)
May-11-23 05:15PM
04:29PM
04:01PM
May-08-23 12:07PM
May-04-23 08:00AM
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07:00AM
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07:09AM
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08:31AM
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Apr-13-23 06:15PM
Apr-12-23 09:40AM
Apr-09-23 04:04PM
(The Wall Street Journal)
Apr-05-23 09:34AM
Apr-04-23 05:37AM
Apr-03-23 06:53AM
Mar-29-23 08:50AM
Mar-28-23 02:59PM
07:00AM
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Mar-24-23 05:42AM
(Thomson Reuters StreetEvents) +6.78%
Mar-23-23 04:06PM
Mar-13-23 07:00AM
Mar-06-23 08:00AM
Mar-02-23 08:00AM
Feb-16-23 06:42AM
Feb-15-23 07:00AM
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Dec-14-22 03:24PM
(American City Business Journals) +15.05%
09:41AM
Harrow, Inc. engages in the development, production, and sale of innovative medications. It operates through the following segments: Pharmaceutical Compounding and Pharmaceutical Drug Development. The Pharmaceutical Compounding segment focuses on the operations of the ImprimisRx business. The company was founded by Mark L. Baum and Robert J. Kammer in January 2006 and is headquartered in Nashville, TN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Opaleye Management Inc. 10% Owner Apr 25 '24 Buy 9.97 20,000 199,400 3,815,000 Apr 25 05:19 PM Opaleye Management Inc. 10% Owner Apr 24 '24 Buy 10.15 8,285 84,093 3,795,000 Apr 24 04:40 PM Opaleye Management Inc. 10% Owner Apr 23 '24 Buy 10.29 11,715 120,547 3,786,715 Apr 24 04:40 PM Opaleye Management Inc. 10% Owner Apr 19 '24 Buy 10.56 29,400 310,390 3,775,000 Apr 19 06:24 PM Opaleye Management Inc. 10% Owner Mar 28 '24 Buy 12.82 50,000 641,000 3,745,600 Mar 28 06:07 PM BAUM MARK L CHIEF EXECUTIVE OFFICER Mar 22 '24 Buy 11.59 9,000 104,310 2,137,525 Mar 25 07:00 AM Opaleye Management Inc. 10% Owner Mar 20 '24 Buy 9.65 50,600 488,290 3,695,600 Mar 22 11:52 AM SAHAREK JOHN P. CEO of ImprimisRx Mar 01 '24 Option Exercise 8.75 5,000 43,750 254,803 Mar 06 06:06 AM BAUM MARK L CHIEF EXECUTIVE OFFICER Feb 20 '24 Option Exercise 10.67 150,000 1,600,500 2,188,361 Feb 21 07:29 PM BOLL ANDREW R. CHIEF FINANCIAL OFFICER Feb 20 '24 Option Exercise 10.67 45,000 480,150 586,569 Feb 21 07:29 PM SAHAREK JOHN P. CEO of ImprimisRx Feb 20 '24 Option Exercise 10.67 30,000 320,100 262,419 Feb 21 07:30 PM BAUM MARK L CHIEF EXECUTIVE OFFICER Feb 07 '24 Option Exercise 7.71 15,400 118,734 2,038,361 Feb 08 07:30 AM BOLL ANDREW R. CHIEF FINANCIAL OFFICER Feb 07 '24 Option Exercise 7.71 7,400 57,054 541,569 Feb 08 07:30 AM BAUM MARK L Chief Executive Officer Nov 16 '23 Buy 8.11 7,500 60,825 2,022,961 Nov 16 04:45 PM Opaleye Management Inc. 10% Owner Nov 15 '23 Buy 8.03 25,000 200,735 3,645,000 Nov 16 04:05 PM Opaleye Management Inc. 10% Owner Sep 20 '23 Buy 14.49 5,983 86,710 3,620,000 Sep 20 06:39 PM Opaleye Management Inc. 10% Owner Sep 19 '23 Buy 14.65 14,017 205,366 3,614,017 Sep 20 06:39 PM Makary Martin A. Director Aug 14 '23 Buy 16.92 20,000 338,400 45,000 Aug 15 07:30 AM BAUM MARK L Chief Executive Officer Aug 14 '23 Buy 17.05 5,800 98,890 2,015,461 Aug 15 07:30 AM
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