Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

CRWV

CoreWeave Inc

81.10

Jul 23 • 3:59 PM ET -1.54 (-1.86%)

80.84

Aftermarket • 7:59 PM ET -0.26 (-0.32%)

Technology Software - Infrastructure USA Large NASD

Today, 1:10 PMCoreWeave signs 15-year $10.4B lease for full 260MW Helios data center

Peers: NBIS CORZ APLD IREN CHRN CIFR WULF NVDA ALP KEEL

| Held by: VTI VO QQQ VUG VXF VOT IWP QQQM BAI ARTY

Index	NDX
Market Cap	44.25B
Enterprise Value	76.35B
Income	-1.59B
Sales	6.23B
Book/sh	8.95
Cash/sh	5.58
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	2189
IPO	Mar 28, 2025

P/E	-
Forward P/E	-
PEG	-
P/S	7.10
P/B	9.07
P/C	14.54
P/FCF	-
EV/EBITDA	25.48
EV/Sales	12.26
Quick Ratio	0.31
Current Ratio	0.31
Debt/Eq	7.39
LT Debt/Eq	5.69
Option/Short	Yes / Yes

EPS (ttm)	-3.15
EPS next Y	-1.34
EPS next Q	-1.17
EPS this Y	-152.56%
EPS next Y	65.09%
EPS next 5Y	-
EPS past 3/5Y	-231.46% -
Sales past 3/5Y	586.92% -
EPS Y/Y TTM	-21.73%
Sales Y/Y TTM	129.93%
EPS Q/Q	-76.43%
Sales Q/Q	111.69%
Earnings	May 07 AMC
EPS/Sales Surpr.	-21.11% 5.45%

Insider Own	37.81%
Insider Trans	-15.18%
Inst Own	44.99%
Inst Trans	9.82%
ROA	-4.11%
ROE	-40.69%
ROIC	-5.00%
Gross Margin	34.82%
Oper. Margin	-2.60%
Profit Margin	-25.58%
SMA20	-4.55%
SMA50	-17.50%
SMA200	-16.28%
Trades

Shs Outstand	428.00M
Shs Float	339.30M
Short Float	23.86%
Short Ratio	2.81
Short Interest	80.96M
52W High	153.20 -47.06%
52W Low	63.80 27.12%
Volatility	7.68% 7.25%
ATR (14)	6.95
RSI (14)	42.40
Beta	7.30
Rel Volume	0.63
Avg Volume	28.84M
Volume	18,173,671

Perf Week	11.23%
Perf Month	-23.29%
Perf Quarter	-33.82%
Perf Half Y	-13.77%
Perf YTD	13.25%
Perf Year	-35.66%
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.83
Target Price	138.00
Prev Close	82.64
Price	81.10
Change	-1.86%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-22-26	Upgrade	Truist	Hold → Buy	$126
Jul-22-26	Initiated	Robert W. Baird	Outperform	$100
Jun-25-26	Initiated	Rosenblatt	Buy	$250
Jun-02-26	Initiated	BNP Paribas Exane	Outperform	$192
May-18-26	Downgrade	DA Davidson	Buy → Neutral
Apr-16-26	Initiated	Wolfe Research	Outperform	$150
Apr-13-26	Upgrade	Macquarie	Neutral → Outperform	$125
Apr-09-26	Resumed	Cantor Fitzgerald	Overweight	$149
Mar-24-26	Upgrade	BofA Securities	Neutral → Buy	$100
Mar-06-26	Initiated	Oppenheimer	Outperform	$140
Mar-05-26	Initiated	Bernstein	Underperform	$56
Jan-27-26	Upgrade	Deutsche Bank	Hold → Buy	$140
Jan-26-26	Upgrade	DA Davidson	Neutral → Buy	$110
Jan-12-26	Resumed	Goldman	Neutral	$86
Jan-06-26	Initiated	Truist	Hold	$84
Jan-05-26	Upgrade	DA Davidson	Underperform → Neutral	$68
Dec-19-25	Resumed	Citigroup	Buy	$135
Dec-05-25	Initiated	Roth Capital	Buy	$110
Nov-11-25	Downgrade	JP Morgan	Overweight → Neutral	$110
Sep-30-25	Initiated	Evercore ISI	Outperform	$175

Show Previous Ratings

Today 04:41PM	Goldman Offers Way to Trade AI Junk Bonds $250 Million at a Time (Bloomberg)
01:00PM	Nebius, CoreWeave, IREN Stocks Rises After Alphabet Raises AI Capex Forecast (GuruFocus.com)
09:23AM	Galaxy Digital Sells Junk Bonds To Fund A.I. Data Centre Expansion (CryptoProwl)
09:16AM	These high-flying tech stocks are down 60% here's how to shop the sell-off: One Big Investment Idea (Yahoo Finance)
Jul-22-26 05:45PM	CoreWeave, Nebius and other neocloud stocks pop as Google details its compute crunch (MarketWatch)
05:05PM	Loading…
05:05PM	CoreWeave and Nebius Get Bullish Calls (GuruFocus.com)
04:13PM	CoreWeave, Nebius shares jump after Baird launches bullish coverage (GuruFocus.com)
03:12PM	Cathie Wood Reveals Her Favorite Investment With the Boldest Prediction Yet (BeInCrypto)
10:58AM	Galaxy Digital plans $3.5B junk bond sale for AI data center (Investing.com)
10:49AM	OpenAI lifts planned compute spending to $750 billion through 2030: WSJ (Blockspace)
10:37AM	Galaxy Digital plans $3.507 billion debt offering for Helios data center expansion (Blockspace)
10:06AM	CoreWeave-Backed Data Center Plans $3.5 Billion Junk-Bond Sale (Bloomberg)
09:44AM	CoreWeave upgraded, IBM initiated: Wall Street's top analyst calls (The Fly)
09:08AM	CoreWeave, DigitalOcean, Nebius win analyst support amid AI inference shift (Investing.com)
08:00AM	CoreWeave Cloud Powers Anam's Real-Time Photorealistic AI Avatars (Business Wire)
12:16PM	Loading…
Jul-21-26 12:16PM	Nvidia Reveals a Big Stake in This AI Cloud Company, Sending Its Stock Soaring (Investopedia) +8.92%
11:45AM	Nvidia hits the gas: Next-gen "Vera Rubin" AI chips enter full production (Investing.com)
11:00AM	Nvidia touts Vera Rubin performance ahead of rival AMD's Advancing AI event (Yahoo Finance)
09:18AM	Nebius Advances On Nvidia Stake Disclosure Amid AI Cloud Swoon (Investor's Business Daily)
08:14AM	Nebius Stock Jumps as Nvidia Reveals Size of Its Stake in Neocloud Company (Barrons.com)
Jul-20-26 10:06PM	NBIS Stock Jumps Overnight As Nvidia Reveals Over 9% Stake, Analyst Sees More Upside (Stocktwits)
04:33PM	Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate Quarterly Update Report (Exec Edge)
03:40PM	CoreWeave faces execution test as data center activation ramps up (Proactive)
12:47PM	SpaceX flirts with a further decline down the market-cap ranks (MarketWatch)
08:38AM	Meta Weighs $10 Billion Anthropic Compute Deal (GuruFocus.com)
08:28AM	IREN, Hut 8 Stocks Surge as AI Deals Restore Neocloud Cheer (Barrons.com)
05:30AM	The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing (The Wall Street Journal)
Jul-19-26 09:47PM	MU, SNDK, CRWV, IREN Stocks Climb After Brutal Week: Retail Bets On Memory, Neocloud Rebound (Stocktwits)
Jul-17-26 10:47PM	Meta and Anthropic Discuss $10B AI Infrastructure Agreement (CryptoProwl)
04:44PM	SpaceX Reportedly In Talks To Supply Pentagon With AI Computing Power Worth Billions (Stocktwits)
03:47PM	Loading…
03:47PM	SpaceX stock sees brief Pentagon AI bump, while CoreWeave slides on pricing threat (Investing.com)
03:27PM	Musk's SpaceX in talks to supply the Pentagon with computing power, WSJ reports (Reuters)
12:29PM	Meta, Anthropic in talks for potential $10 billion compute lease deal, source says (Reuters)
12:28PM	CoreWeave launches $2.6B term loan to support acquisition of GPUs (Pitchbook)
Jul-16-26 02:50PM	Micron's AI Boom: Wall Street Breaks Down How High Earnings Can Go (Barrons.com) -5.46%
07:10AM	3 Reasons Why Micron Stock Keeps Falling (Barrons.com)
Jul-15-26 05:08PM	CoreWeave's stock suffers another long losing streak. Here's what's driving the selling. (MarketWatch)
02:39PM	Data Center Backlash Will Help These REITs, Wall Street Says (Barrons.com)
12:57PM	TeraWulf Stock Panics Over New York's Data-Center Moratorium, but Wall Street Sees a Steal (Barrons.com)
12:34PM	Bernstein Reportedly Says Bitcoin Miners' AI Deals Look Cheap Vs. Data Center REITs But Not All Are Equal (Stocktwits)
11:30AM	CoreWeave Weighs Hedging Its Bet on Memory Chip Prices (GuruFocus.com)
11:29AM	AI Push to M&A-Starved Loans Gains Fuel With Supersized QTS Deal (Bloomberg)
10:19AM	CoreWeave's Hardware Bet Gets More Complex (GuruFocus.com)
01:14AM	NBIS, IREN, CRWV, APLD: Retail Traders Shrug Off AI Pullback, Buy The Dip In Neocloud Stocks (Stocktwits)
Jul-14-26 07:50PM	Exclusive-AI cloud company CoreWeave explores Wall Street playbook to hedge memory-chip price risk (Reuters)
09:25AM	LONG TERM Investors in CoreWeave, Inc. (NASDAQ: CRWV) shares should contact the Shareholders Foundation in connection with Lawsuit (PR Newswire)
07:55AM	Why these two earnings reports could be "tone-setting" for the chip sector (Investing.com)
Jul-13-26 03:36PM	Google Takes Aim at Nvidia's AI Chip Market (GuruFocus.com) -6.27%
03:27PM	Google Takes TPUs Deeper Into Neoclouds (GuruFocus.com)
05:30AM	Metas Louisiana Data Center to Surpass $250 Billion Price Tag (Bloomberg)
Jul-10-26 12:47PM	CoreWeave CEO Sells Another $22 Million in Stock (GuruFocus.com)
Jul-09-26 01:47PM	GLXY Stock Gains, But Retail Traders Stay Bearish Despite AI Data Center Progress (Stocktwits)
11:54AM	CoreWeave Named a Visionary in the 2026 Gartner Magic Quadrant for Cloud AI Infrastructure (Business Wire)
Jul-08-26 11:11AM	The One Number That Could Rewrite the Story for CoreWeave Stock (Trefis) +7.75%
04:08AM	Piper Sandler Issues a Blunt Message for Oracle Stock Fans (GuruFocus.com)
Jul-07-26 02:00PM	Meta Debuts New AI Image-Generation Model Inside Chatbot, Instagram (Bloomberg)
10:07AM	Galaxy completes first 133 MW Helios delivery to CoreWeave, begins generating revenue (Blockspace)
09:46AM	Rosenblatt says HPC selloff creates buying opportunity in Galaxy Digital and Cipher Digital (Blockspace)
03:54AM	NBIS Stock Down About 30% From Peak Amid Meta AI Cloud Threat But Retail Still Believes In Neocloud Opportunity (Stocktwits)
Jul-06-26 02:46PM	Meta capex to surge in 2027, neocloud fears erroneous - SemiAnalysis (Investing.com) +5.77%
10:54AM	Piper Sandler defends Oracle ahead of earnings, sees $2.2bn OCI revenue upside (Investing.com)
10:28AM	TeraWulf's stock surges after a $19 billion deal with Anthropic (MarketWatch)
10:11AM	Stocks to Watch: Strategy, TeraWulf, Micron, easyJet (The Wall Street Journal)
09:47AM	Okta upgraded, Datadog downgraded: Wall Street's top analyst calls (The Fly)
06:48AM	SpaceX, SK Hynix, and 2 More Unknown Factors Threatening Markets This Week. Four Other Things to Know Today. (Barrons.com)
Jul-03-26 05:44AM	SpaceX Stock Is Joining the Nasdaq 100 Soon. What History Says Happens Next. (Barrons.com)
Jul-02-26 03:40PM	BNP Paribas Sends Fresh Message on CoreWeave and Nebius Stocks (GuruFocus.com)
03:11PM	Americans Hate AI Data Centers. For Stocks, the Trouble Is Just Beginning. (Barrons.com)
01:27PM	CoreWeave Takes Another Hit From Meta. One Analyst Sees 200% Upside for the AI Stock. (Barrons.com)
11:54AM	Meta-Fueled Selloff Is a CoreWeave Stock Buying Opportunity, Analysts Say (Barrons.com)
08:56AM	Why CoreWeave Stock Just Nosedived (GuruFocus.com)
08:51AM	Meta Jumps 9.3% on Plans for AI Cloud Infrastructure Business (GuruFocus.com)
08:30AM	How Meta Crashed CoreWeave Stock's Cloud Party (Trefis)
08:28AM	CRWV Stock Saw Its Worst Selloff In Over 4 Months On META's Cloud Computing Plans Wall Street Now Thinks It's A Buying Opportunity (Stocktwits)
08:01AM	A New Threat to Meta's AI Cloud: SoftBank Crashes an Already Crowded Party (Barrons.com)
07:54AM	Nvidia Reveals New Revenue Sharing Plan for AI Startups. The Stock Is Falling. (Barrons.com)
07:32AM	Nvidia Reveals New Plan to Boost Revenue but the Stock Is Still Falling (Barrons.com)
06:59AM	Meta's AI Cloud Plan Has Already Hit a Snag (Barrons.com)
03:31AM	SoftBank Plans AI Cloud Services in US to Tap Surging Demand (Bloomberg)
Jul-01-26 08:00PM	5 Under-the-Radar Stocks Fueling the AI Revolution (Oilprice.com) -13.92%
04:49PM	Is Meta 'giving up' on cutting-edge AI? Wall Street is divided over potential cloud pivot. (MarketWatch)
04:03PM	Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking (GuruFocus.com)
04:02PM	Meta Cloud Report Hits AI Infrastructure Stocks (GuruFocus.com)
02:17PM	Sandisk's and Micron's stocks sink as the rotation trade builds, but supply shortages should limit losses (MarketWatch)
01:18PM	CRWV Stock Draws Investor Buzz As Bernstein Says Its A Matter Of Time Before Hyperscalers Compete Head-On With CoreWeave (Stocktwits)
11:55AM	CoreWeave, Nebius shares tumble as Meta stands to become a fresh threat in the cloud (MarketWatch)
10:21AM	Meta's reported cloud push weighs on AI compute and data-center stocks (MarketWatch)
10:11AM	CoreWeave and Nebius shares slide after Meta cloud expansion report (CRWV) (InvestorsHub)
09:44AM	Meta stock pops on news it will reportedly start a cloud computing business (Yahoo Finance)
09:05AM	Meta Stock Rises on Report It's Building a Cloud Business. CoreWeave Drops. (Barrons.com)
09:04AM	Cathie Wood's Biggest Portfolio Moves Reveal Where She's Betting Next (GuruFocus.com)
08:52AM	Meta building cloud business to sell excess AI capacity, Bloomberg News reports (Reuters)
Jun-30-26 03:06PM	Dells AI boom is real, but so is the profit margin hit nobody is pricing in (Fortune)
Jun-29-26 08:00AM	CoreWeave ARIA Launches as an AI Research and Iteration Agent with autonomous research and collaborative intelligence (Business Wire)
Jun-26-26 06:09PM	ServiceNow, Salesforce and other software stocks surge as the OpenAI threat weakens (MarketWatch)
05:31AM	OpenAI IPO Fears Drag Down Oracle and Other Tech Stocks (Barrons.com)
Jun-25-26 09:34AM	Qualcomm upgrade, Intel initiation among today's top calls on Wall Street (The Fly)
04:59AM	NBIS, CRWV, APLD, IREN: Why Are Neocloud Stocks Jumping Premarket? (Stocktwits)
Jun-24-26 04:35PM	CoreWeave inks deal with Conapto for two sites in Sweden (Blockspace)
01:44PM	CoreWeave Deepens Nvidia-Powered Cloud Push (GuruFocus.com)

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

Co-founderMr. Michael N. Intrator

Co-Founder & Chief Development OfficerMr. Brannin McBee

Co-FounderMr. Brian M. Venturo

CFO & TreasurerMr. Nitin Agrawal

Chief Architect of Strategic FinancingMr. Ernie Rogers

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Intrator Michael N	CEO and President	Jul 21 '26	Sale	78.23	200,000	15,646,624	2,476,815	Jul 23 08:01 PM
Intrator Michael N	CEO and President	Jul 21 '26	Sale	78.23	107,692	8,425,077	0	Jul 23 08:01 PM
McBee Brannin	Chief Development Officer	Jul 20 '26	Sale	75.13	55,500	4,169,809	0	Jul 22 08:26 PM
McBee Brannin	Chief Development Officer	Jul 20 '26	Sale	75.13	144,000	10,819,059	323,263	Jul 22 08:21 PM
McBee Brannin	Chief Development Officer	Jul 20 '26	Sale	75.13	50,500	3,794,287	0	Jul 22 08:21 PM
MICHAEL INTRATOR	Director	Jul 21 '26	Proposed Sale	73.06	200,000	14,612,000		Jul 21 04:25 PM
OMNADORA CAPITAL LLC	Director	Jul 21 '26	Proposed Sale	73.06	107,692	7,867,978		Jul 21 04:25 PM
BRANNIN MCBEE	Officer	Jul 20 '26	Proposed Sale	73.21	144,000	10,542,240		Jul 20 04:17 PM
MEGHAN BENNETT	Officer	Jul 20 '26	Proposed Sale	73.21	25,000	1,830,250		Jul 20 04:17 PM
CANIS MAJOR 2024 IRREVOCABLE T	Officer	Jul 20 '26	Proposed Sale	73.21	3,000	219,630		Jul 20 04:17 PM
CANIS MAJOR SM TRUST	Officer	Jul 20 '26	Proposed Sale	73.21	500	36,605		Jul 20 04:16 PM
CANIS MAJOR 2025 GRAT	Officer	Jul 20 '26	Proposed Sale	73.21	40,000	2,928,400		Jul 20 04:16 PM
CANIS MINOR 2025 GRAT	Officer	Jul 20 '26	Proposed Sale	73.21	12,500	915,125		Jul 20 04:15 PM
BRANNIN J. MCBEE 2022 IRR TRUS	Officer	Jul 20 '26	Proposed Sale	73.21	25,000	1,830,250		Jul 20 04:15 PM
Intrator Michael N	CEO and President	Jul 14 '26	Sale	80.85	200,000	16,170,108	2,676,815	Jul 16 05:31 PM
Intrator Michael N	CEO and President	Jul 14 '26	Sale	80.85	107,692	8,706,942	0	Jul 16 05:31 PM
McBee Brannin	Chief Development Officer	Jul 13 '26	Sale	84.64	53,000	4,486,099	0	Jul 15 08:25 PM
McBee Brannin	Chief Development Officer	Jul 13 '26	Sale	84.64	144,000	12,188,755	323,263	Jul 15 08:23 PM
McBee Brannin	Chief Development Officer	Jul 13 '26	Sale	84.64	53,000	4,486,132	0	Jul 15 08:23 PM
Agrawal Nitin	Chief Financial Officer	Jul 13 '26	Sale	84.74	65,055	5,512,786	128,716	Jul 15 08:21 PM
MICHAEL INTRATOR	Director	Jul 14 '26	Proposed Sale	83.31	200,000	16,662,000		Jul 14 04:33 PM
OMNADORA CAPITAL LLC	Director	Jul 14 '26	Proposed Sale	83.31	107,692	8,971,821		Jul 14 04:32 PM
MEGHAN BENNETT	Officer	Jul 13 '26	Proposed Sale	88.88	25,000	2,222,000		Jul 13 04:39 PM
CANIS MINOR 2025 GRAT	Officer	Jul 13 '26	Proposed Sale	88.88	12,500	1,111,000		Jul 13 04:38 PM
BRANNIN MCBEE	Officer	Jul 13 '26	Proposed Sale	88.88	144,000	12,798,720		Jul 13 04:38 PM
CANIS MAJOR SM TRUST	Officer	Jul 13 '26	Proposed Sale	88.88	500	44,440		Jul 13 04:38 PM
NITIN AGRAWAL	Officer	Jul 13 '26	Proposed Sale	88.88	65,055	5,782,088		Jul 13 04:37 PM
CANIS MAJOR 2025 GRAT	Officer	Jul 13 '26	Proposed Sale	88.88	40,000	3,555,200		Jul 13 04:36 PM
CANIS MAJOR 2024 IRREVOCABLE T	Officer	Jul 13 '26	Proposed Sale	88.88	3,000	266,640		Jul 13 04:36 PM
BRANNIN J. MCBEE 2022 IRR TRUS	Officer	Jul 13 '26	Proposed Sale	88.88	25,000	2,222,000		Jul 13 04:36 PM
Intrator Michael N	CEO and President	Jul 07 '26	Sale	82.65	200,000	16,529,869	2,938,612	Jul 09 08:23 PM
Intrator Michael N	CEO and President	Jul 07 '26	Sale	82.65	107,692	8,900,673	0	Jul 09 08:23 PM
Intrator Michael N	CEO and President	Jul 08 '26	Sale	86.94	61,797	5,372,646	2,876,815	Jul 09 08:23 PM
Agrawal Nitin	Chief Financial Officer	Jul 08 '26	Sale	82.98	3	249	193,771	Jul 09 08:22 PM
McVeety Kristen J	GC and Secretary	Jul 06 '26	Sale	85.89	22	1,890	121,696	Jul 08 08:29 PM
McBee Brannin	Chief Development Officer	Jul 06 '26	Sale	86.13	53,000	4,564,858	0	Jul 08 08:28 PM
McBee Brannin	Chief Development Officer	Jul 06 '26	Sale	86.13	144,000	12,402,660	323,263	Jul 08 08:26 PM
McBee Brannin	Chief Development Officer	Jul 06 '26	Sale	86.13	53,000	4,564,861	0	Jul 08 08:26 PM
NITIN AGRAWAL	Officer	Jul 08 '26	Proposed Sale	83.53	3	251		Jul 08 04:38 PM
MICHAEL INTRATOR	Director	Jul 08 '26	Proposed Sale	83.53	61,797	5,161,903		Jul 08 04:38 PM
MICHAEL INTRATOR	Director	Jul 07 '26	Proposed Sale	86.46	200,000	17,292,000		Jul 07 04:34 PM
OMNADORA CAPITAL LLC	Director	Jul 07 '26	Proposed Sale	86.46	107,692	9,311,050		Jul 07 04:34 PM
Kristen J. McVeety	Officer	Jul 06 '26	Proposed Sale	81.75	22	1,798		Jul 06 07:39 PM
MEGHAN BENNETT	Officer	Jul 06 '26	Proposed Sale	81.75	25,000	2,043,625		Jul 06 04:41 PM
BRANNIN J. MCBEE 2022 IRR TRUS	Officer	Jul 06 '26	Proposed Sale	81.75	25,000	2,043,625		Jul 06 04:41 PM
CANIS MAJOR 2024 IRREVOCABLE T	Officer	Jul 06 '26	Proposed Sale	81.75	3,000	245,235		Jul 06 04:40 PM
CANIS MAJOR 2025 GRAT	Officer	Jul 06 '26	Proposed Sale	81.75	40,000	3,269,800		Jul 06 04:40 PM
CANIS MAJOR SM TRUST	Officer	Jul 06 '26	Proposed Sale	81.75	500	40,872		Jul 06 04:40 PM
CANIS MINOR 2025 GRAT	Officer	Jul 06 '26	Proposed Sale	81.75	12,500	1,021,812		Jul 06 04:40 PM
BRANNIN MCBEE	Officer	Jul 06 '26	Proposed Sale	81.75	144,000	11,771,280		Jul 06 04:38 PM
Venturo Brian M	Chief Strategy Officer	Jul 01 '26	Sale	86.99	76,912	6,690,605	0	Jul 02 09:19 PM
Venturo Brian M	Chief Strategy Officer	Jun 30 '26	Sale	95.69	65,493	6,267,025	235,883	Jul 02 09:19 PM
McVeety Kristen J	GC and Secretary	Jun 30 '26	Sale	95.69	4	383	121,718	Jul 02 09:16 PM
Jain Sachin	Chief Operating Officer	Jun 30 '26	Sale	95.69	3	287	127,633	Jul 02 09:15 PM
Intrator Michael N	CEO and President	Jun 30 '26	Sale	97.43	278,560	27,140,545	3,138,612	Jul 02 09:14 PM
Intrator Michael N	CEO and President	Jun 30 '26	Sale	98.12	107,692	10,566,277	0	Jul 02 09:14 PM
Goldberg Chen	EVP, Product & Engineering	Jun 30 '26	Sale	95.69	4	383	59,371	Jul 02 09:13 PM
Baker Jeff	Principal Accounting Officer	Jun 30 '26	Sale	95.69	4	383	1,122	Jul 02 09:13 PM
Agrawal Nitin	Chief Financial Officer	Jun 30 '26	Sale	95.69	4	383	193,774	Jul 02 09:11 PM
McBee Brannin	Chief Development Officer	Jun 30 '26	Sale	95.69	56,707	5,426,293	323,263	Jul 01 07:09 PM
McBee Brannin	Chief Development Officer	Jun 29 '26	Sale	94.32	500	47,159	52,000	Jul 01 07:09 PM
McBee Brannin	Chief Development Officer	Jun 29 '26	Sale	94.32	55,500	5,234,995	0	Jul 01 07:01 PM
McBee Brannin	Chief Development Officer	Jun 29 '26	Sale	94.32	144,000	13,582,711	258,852	Jul 01 07:00 PM
McBee Brannin	Chief Development Officer	Jun 29 '26	Sale	94.32	50,000	4,716,214	0	Jul 01 07:00 PM
VENTURO FAMILY GST-EXEMPT TRUS	Director	Jul 01 '26	Proposed Sale	99.54	15,380	1,530,925		Jul 01 05:05 PM
WEST CLAY CAPITAL LLC	Director	Jul 01 '26	Proposed Sale	99.54	61,532	6,124,895		Jul 01 05:05 PM
Brian Venturo	Officer	Jun 30 '26	Proposed Sale	95.69	65,493	6,267,025		Jun 30 09:30 PM
Kristen J. McVeety	Officer	Jun 30 '26	Proposed Sale	95.69	4	383		Jun 30 09:30 PM
Brannin McBee	Officer	Jun 30 '26	Proposed Sale	95.69	56,707	5,426,293		Jun 30 09:29 PM
Sachin Jain	Officer	Jun 30 '26	Proposed Sale	95.69	3	287		Jun 30 09:29 PM
Michael Intrator	Officer	Jun 30 '26	Proposed Sale	95.69	78,560	7,517,406		Jun 30 09:28 PM
Chen Goldberg	Officer	Jun 30 '26	Proposed Sale	95.69	4	383		Jun 30 09:27 PM
Nitin Agrawal	Officer	Jun 30 '26	Proposed Sale	95.69	4	383		Jun 30 09:27 PM
MICHAEL INTRATOR	Director	Jun 30 '26	Proposed Sale	95.51	200,000	19,102,000		Jun 30 04:39 PM
OMNADORA CAPITAL LLC	Director	Jun 30 '26	Proposed Sale	95.51	107,692	10,285,663		Jun 30 04:39 PM
BRANNIN MCBEE	Officer	Jun 29 '26	Proposed Sale	96.58	144,000	13,907,520		Jun 29 04:40 PM
CANIS MINOR 2025 GRAT	Officer	Jun 29 '26	Proposed Sale	96.58	12,500	1,207,250		Jun 29 04:40 PM
CANIS MAJOR SM TRUST	Officer	Jun 29 '26	Proposed Sale	96.58	500	48,290		Jun 29 04:40 PM
CANIS MAJOR 2025 GRAT	Officer	Jun 29 '26	Proposed Sale	96.58	40,000	3,863,200		Jun 29 04:39 PM
CANIS MAJOR 2024 IRREVOCABLE T	Officer	Jun 29 '26	Proposed Sale	96.58	3,000	289,740		Jun 29 04:39 PM
BRANNIN J. MCBEE 2022 IRR TRUS	Officer	Jun 29 '26	Proposed Sale	96.58	25,000	2,414,500		Jun 29 04:38 PM
MEGHAN BENNETT	Officer	Jun 29 '26	Proposed Sale	96.58	25,000	2,414,500		Jun 29 04:38 PM
Venturo Brian M	Chief Strategy Officer	Jun 24 '26	Sale	101.32	76,924	7,793,608	0	Jun 26 08:48 PM
Intrator Michael N	CEO and President	Jun 23 '26	Sale	106.81	200,000	21,362,822	3,276,815	Jun 25 05:01 PM
Intrator Michael N	CEO and President	Jun 23 '26	Sale	106.81	107,692	11,503,025	0	Jun 25 05:01 PM
McBee Brannin	Chief Development Officer	Jun 22 '26	Sale	111.27	500	55,633	52,500	Jun 24 07:28 PM
McBee Brannin	Chief Development Officer	Jun 22 '26	Sale	111.28	52,500	5,841,961	0	Jun 24 07:27 PM
McBee Brannin	Chief Development Officer	Jun 22 '26	Sale	111.28	28,000	3,115,713	0	Jun 24 07:25 PM
McBee Brannin	Chief Development Officer	Jun 22 '26	Sale	111.28	144,000	16,023,683	258,852	Jun 24 07:22 PM
McBee Brannin	Chief Development Officer	Jun 22 '26	Sale	111.28	25,000	2,781,890	0	Jun 24 07:22 PM
WEST CLAY CAPITAL LLC	Director	Jun 24 '26	Proposed Sale	105.72	61,539	6,505,903		Jun 24 04:34 PM
VENTURO FAMILY GST-EXEMPT TRUS	Director	Jun 24 '26	Proposed Sale	105.72	15,385	1,626,502		Jun 24 04:33 PM
OMNADORA CAPITAL LLC	Director	Jun 23 '26	Proposed Sale	111.29	107,692	11,985,043		Jun 23 04:29 PM
MICHAEL INTRATOR	Director	Jun 23 '26	Proposed Sale	111.29	200,000	22,258,000		Jun 23 04:29 PM
CANIS MAJOR SM TRUST	Officer	Jun 22 '26	Proposed Sale	117.95	500	58,975		Jun 22 04:43 PM
CANIS MINOR 2025 GRAT	Officer	Jun 22 '26	Proposed Sale	117.95	12,500	1,474,375		Jun 22 04:43 PM
BRANNIN MCBEE	Officer	Jun 22 '26	Proposed Sale	117.95	144,000	16,984,800		Jun 22 04:42 PM
CANIS MAJOR 2024 IRREVOCABLE T	Officer	Jun 22 '26	Proposed Sale	117.95	3,000	353,850		Jun 22 04:42 PM
MEGHAN BENNETT	Officer	Jun 22 '26	Proposed Sale	117.95	25,000	2,948,750		Jun 22 04:42 PM
CANIS MAJOR 2025 GRAT	Officer	Jun 22 '26	Proposed Sale	117.95	40,000	4,718,000		Jun 22 04:41 PM

Open in Screener

IOT

Samsara Inc

31.49

Jul 23 • 3:59 PM ET -1.84 (-5.52%)

31.71

Aftermarket • 7:55 PM ET +0.22 (0.71%)

Technology Software - Infrastructure USA Large NYSE

Peers: TOST DDOG NET MDB NOW CRM SNOW TWLO WDAY ADBE

| Held by: VTI VB VGT VBK VXF IWP SCHA IGV IWR IWF

Index	-
Market Cap	18.41B
Enterprise Value	17.67B
Income	57.51M
Sales	1.73B
Book/sh	2.59
Cash/sh	1.38
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	4100
IPO	Dec 15, 2021

P/E	324.30
Forward P/E	34.55
PEG	1.29
P/S	10.64
P/B	12.17
P/C	22.79
P/FCF	78.35
EV/EBITDA	109.79
EV/Sales	10.21
Quick Ratio	1.30
Current Ratio	1.36
Debt/Eq	0.05
LT Debt/Eq	0.04
Option/Short	Yes / Yes

EPS (ttm)	0.10
EPS next Y	0.91
EPS next Q	0.16
EPS this Y	27.18%
EPS next Y	27.98%
EPS next 5Y	26.80%
EPS past 3/5Y	67.91% 48.51%
Sales past 3/5Y	35.37% 45.30%
EPS Y/Y TTM	145.69%
Sales Y/Y TTM	29.60%
EPS Q/Q	294.10%
Sales Q/Q	30.52%
Earnings	Jun 04 AMC
EPS/Sales Surpr.	30.57% 5.19%

Insider Own	39.14%
Insider Trans	-3.05%
Inst Own	63.13%
Inst Trans	10.27%
ROA	2.45%
ROE	4.36%
ROIC	3.68%
Gross Margin	76.25%
Oper. Margin	-0.70%
Profit Margin	3.32%
SMA20	-10.56%
SMA50	-5.69%
SMA200	-6.33%
Trades

Shs Outstand	370.98M
Shs Float	355.73M
Short Float	11.85%
Short Ratio	7.00
Short Interest	42.15M
52W High	47.47 -33.66%
52W Low	23.38 34.69%
Volatility	7.22% 6.52%
ATR (14)	2.28
RSI (14)	38.28
Beta	1.35
Rel Volume	0.86
Avg Volume	6.02M
Volume	5,168,845

Perf Week	-15.94%
Perf Month	0.64%
Perf Quarter	-1.72%
Perf Half Y	-0.97%
Perf YTD	-11.17%
Perf Year	-18.44%
Perf 3Y	16.29%
Perf 5Y	-
Perf 10Y	-
Recom	1.44
Target Price	44.28
Prev Close	33.33
Price	31.49
Change	-5.52%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Initiated	Guggenheim	Buy	$45
Mar-06-26	Reiterated	BMO Capital Markets	Outperform	$40 → $44
Feb-25-26	Reiterated	BMO Capital Markets	Outperform	$50 → $40
Feb-11-26	Initiated	Goldman	Buy	$36
Jan-15-26	Upgrade	BNP Paribas Exane	Neutral → Outperform	$40
Dec-17-25	Initiated	BTIG Research	Buy	$88
Dec-10-25	Initiated	KeyBanc Capital Markets	Overweight	$55
Dec-05-25	Reiterated	BMO Capital Markets	Outperform	$47 → $50
Oct-01-25	Upgrade	Evercore ISI	In-line → Outperform	$50
Sep-05-25	Upgrade	Craig Hallum	Hold → Buy	$42 → $48
Sep-05-25	Reiterated	BMO Capital Markets	Outperform	$54 → $47
Jun-02-25	Reiterated	BMO Capital Markets	Outperform	$48 → $54
Mar-10-25	Upgrade	Piper Sandler	Neutral → Overweight	$50
Mar-10-25	Upgrade	BMO Capital Markets	Market Perform → Outperform	$48
Mar-07-25	Reiterated	BMO Capital Markets	Market Perform	$57 → $48
Feb-26-25	Initiated	Raymond James	Mkt Perform
Feb-03-25	Initiated	Berenberg	Hold	$57
Dec-06-24	Reiterated	BMO Capital Markets	Market Perform	$44 → $57
Oct-22-24	Initiated	Craig Hallum	Hold	$48
Oct-08-24	Initiated	Exane BNP Paribas	Neutral	$46

Show Previous Ratings

Jul-21-26 09:00AM	Samsara Evolves Brand to Reflect Next Decade of Scale in Physical AI (Business Wire) -6.43%
Jul-15-26 09:15AM	Samsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of $18M Annually (Business Wire)
Jul-06-26 01:21PM	Software stocks have rarely seen such divergent performances. Here's how to pick winners. (MarketWatch)
Jun-25-26 01:45PM	Signal: June Gloom Could Be Over for Samsara Stock (Schaeffer's Research) -7.23%
Jun-24-26 08:04PM	Samsara tracking label targets $35B cargo theft problem (FreightWaves)
11:00AM	Loading…
11:00AM	Samsara Launches New Agentic Capabilities to Automate Tedious Operational Tasks (Business Wire)
11:00AM	Samsara Introduces the Tracking Label and Agentic Shipment Center to Close Supply Chain Visibility Gap (Business Wire)
11:00AM	Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities through the Dash Cam (Business Wire)
Jun-23-26 09:27AM	Samsara Announces 2026 Connected Operations Award Winners (Business Wire)
Jun-22-26 09:00AM	Samsara Unveils the Samsara Community to Connect the People Who Power the Global Economy (Business Wire)
Jun-08-26 07:45PM	Samsara wins trade secret dispute with former employee (FreightWaves)
04:10PM	Samsara to Host Investor Day June 24, 2026 (Business Wire)
11:59AM	Samsara raises guidance amid data center boom (FreightWaves)
Jun-05-26 08:05AM	Samsara Earnings, Revenue Top Estimates. Sales Guidance Underwhelms. (Investor's Business Daily)
06:18AM	Lululemon shares sink after an outlook cut, and other early market movers (MarketWatch)
05:41AM	Loading…
05:41AM	Samsara Stock Drops After Earnings. What's Worrying Markets. (Barrons.com)
Jun-04-26 05:13PM	Samsara revenue jumps 31%, raises annual outlook on AI momentum (Investing.com)
04:15PM	Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom (Business Wire)
04:10PM	Samsara Reports First Quarter Fiscal Year 2027 Financial Results (Business Wire)
04:52AM	Ciena headlines Thursday's earnings slate (MarketWatch)
03:55AM	Stock Market Today: S&P 500 and Nasdaq called lower, Dow a tad higher, as tech earnings trigger profit-taking; oil prices fall after Israel-Lebanon ceasefire. (MarketWatch)
Jun-03-26 03:35PM	Cloud Stock Pulls Back Before Highly Anticipated Report (Schaeffer's Research)
May-28-26 01:03PM	Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports (Business Wire) +7.13%
May-19-26 07:32AM	SCOTUS broker liability ruling a tailwind for Samsaras safety platform (FreightWaves)
May-12-26 09:00AM	Samsara Launches New AI Solutions for the Public Sector to Modernize Critical U.S. Infrastructure (Business Wire)
09:00AM	Samsara Awards Dallas Fort Worth International Airport and Garden City Public Schools for AI-Powered Safety and Efficiency Results (Business Wire)
May-11-26 09:00AM	Samsara Announces 2026 Public Sector Customer Advisory Board (Business Wire)
May-07-26 09:00AM	Samsara Launches the Samsara Driver Cup to Celebrate Top Professional Drivers in the U.S. (Business Wire)
May-04-26 04:30PM	Samsara to Announce First Quarter Fiscal Year 2027 Financial Results on June 4, 2026 (Business Wire)
Apr-29-26 06:29PM	Samsara Named to TIME100 Most Influential Companies List for Manufacturing and Logistics (Business Wire)
10:00AM	Loading…
10:00AM	First Student Named to TIME100 Most Influential Companies List (PR Newswire)
09:00AM	Samsara Study Reveals Equipment Theft and Loss Costs Large Operations an Average of $13.2M Annually (Business Wire)
Apr-21-26 04:00AM	Samsara Launches Smart Compliance for Fleets (Business Wire)
Apr-13-26 12:16PM	International to Offer Samsara Device Installation at Plants (Transport Topics)
Apr-10-26 08:18AM	Software, Cybersecurity Stocks Tank. Anthropic and OpenAI Fears Rattle the Sector (GuruFocus.com)
Apr-09-26 09:00AM	Samsara Expands Pre-Delivery Installation Program with International Motors Partnership (Business Wire) -8.36%
Apr-08-26 08:02PM	Bull of the Day: Samsara (IOT) (Quartz)
Apr-06-26 03:18PM	3 factors that could get software stocks going again after a brutal stretch (MarketWatch)
Apr-01-26 08:00PM	Wall Street Analysts Believe Samsara Inc. (IOT) Could Rally 35%: Here's is How to Trade (Quartz)
03:22PM	Samsara Stock Flashing Bullish Options Trading Signal (Schaeffer's Research)
Mar-31-26 09:00AM	Samsara to Accelerate the Future of Physical AI at HumanX 2026 (Business Wire)
Mar-25-26 05:23AM	Shepherd raises $42m in Series B round for insurance platform (Life Insurance International)
Mar-24-26 09:06AM	Estes expands shipping visibility with Samsara tech (Trucking Dive)
09:00AM	Samsara introduces 2026 North America Customer Advisory Board (FreightWaves)
09:00AM	Samsara Announces 2026 North America Customer Advisory Board, Driving AI Innovation in Physical Operations (Business Wire)
Mar-21-26 07:30AM	Software stocks are in bargain territory - and that's reviving an age-old debate (MarketWatch)
Mar-16-26 05:54PM	Samsara awarded $30M over Motives marketing claims; Motive beats patent infringement case (FreightWaves)
Mar-12-26 11:30AM	Gumloop lands $50M from Benchmark to turn every employee into an AI agent builder (TechCrunch)
Mar-10-26 09:00AM	Samsara Announces New AI Coaching Features to Transform Fleet Safety at Scale (Business Wire)
01:40AM	BofA Raises PT on Samsara Inc. (IOT) to $47 Amid Strong Fundamentals (Insider Monkey)
Mar-09-26 10:54AM	This Software Stock Is Shrugging Off Apocalypse Fears. Should You Chase the Rally Here? (Barchart)
Mar-08-26 11:30AM	The Trade Desk, Circle, And Venture Global Are Among the Top 10 Large-Cap Gainers Last Week (March 2-March 6): Are the Others in Your Portfolio? (Benzinga)
Mar-07-26 07:50PM	Samsara (IOT) Climbs 22% as Firm Moves Closer to Profitability (Insider Monkey)
01:38AM	Samsara (IOT) Climbs 19.5% as Firm Nearing Profitability (Insider Monkey)
Mar-06-26 05:04PM	Tech, Media & Telecom Roundup: Market Talk (The Wall Street Journal) +19.54%
04:42PM	Stocks Retreat on Inflation Concerns and a Weak US Job Market (Barchart)
01:36PM	AI-Driven IoT Stock Is Growing Faster Than Some Big Tech - And Investors Are Noticing (Benzinga)
01:27PM	Red-Hot Oil Prices Pressure Dow to Worst Week Since April (Schaeffer's Research)
01:18PM	Stocks Tumble, Crude Tops $91 For First Time Since October 2023: What's Moving Markets Friday? (Benzinga)
01:08PM	Samsara Stock Jumps 16% After Earnings. Why the CEO Isnt Worried About AI. (Barrons.com)
12:55PM	Why Samsara (IOT) Stock Is Up Today (StockStory)
11:18AM	Stocks Retreat Amid Inflation Fears and Weak US Jobs (Barchart)
11:04AM	Samsara Stock Bucks Broad Market Selloff on Earnings Triple Play (Schaeffer's Research)
10:33AM	Samsara Stock Jumps 15% After Earnings. Can the Software Company Fend Off AI? (Barrons.com)
10:05AM	Stocks Slump on Iran War and Weak US Jobs Report (Barchart)
09:32AM	Samsara Surges 12% as Q4 Earnings and Revenues Surpass Estimates (Zacks)
09:18AM	Samsara Stock Surges After Double Beat, Strong Outlook (Benzinga)
09:00AM	IOT Q4 Deep Dive: Large Customer Momentum and AI Product Adoption Drive Results (StockStory)
08:45AM	These Stocks Are Todays Movers: Marvell, Gap, United Airlines, Corning, Guidewire, Nutex, Samsara, and More (Barrons.com)
08:15AM	Samsara Stock Jumps After Earnings. Can It Truck Through AI Worries? (Barrons.com)
07:36AM	Samsara Pops On Q4 Earnings Beat, Outlook Amid Move Up-Market (Investor's Business Daily)
06:19AM	S&P Futures Slip as Bond Yields Climb After Jump in Oil, Key U.S. Jobs Report in Focus (Barchart)
03:53AM	Samsara Q4 Earnings Call Highlights (MarketBeat)
12:00AM	Samsara Inc (IOT) Q4 2026 Earnings Call Highlights: Strong ARR Growth and AI Innovations Propel ... (GuruFocus.com)
Mar-05-26 08:29PM	Marvell Technology, Costco, Gap, Samsara And Oracle: Why These 5 Stocks Are On Investors' Radars Today (Benzinga)
05:30PM	Samsara Inc. (IOT) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:19PM	Samsara's (NYSE:IOT) Q4 CY2025: Beats On Revenue, Stock Jumps 14.2% (StockStory)
04:15PM	Samsaras FY26 Shows Accelerated Growth at Scale as AI Platform Delivers Clear Benefits to Organizations Powering the Global Economy (Business Wire)
04:10PM	Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results (Business Wire)
05:36AM	Costco and Marvell Tech. headline earnings (MarketWatch)
04:29AM	Stock Market Today: Dow, S&P 500 and Nasdaq inch lower as equities consolidate after latest rally; Broadcom up after earnings; oil holds near highs; Korean stocks bounce back. (MarketWatch)
Mar-04-26 12:18PM	KeyBanc Remains a Buy on Samsara (IOT) (Insider Monkey)
08:00AM	Samsara (IOT) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
07:15AM	Samsara Inc (IOT) Q4 2026 Earnings Report Preview: What To Expect (GuruFocus.com)
Mar-03-26 02:22AM	Samsara (IOT) Expands IoT Portfolio With New Ultra-Compact Asset Tag XS and Enhanced Network Density (Insider Monkey)
Mar-02-26 12:20PM	Archer, Riot, Rigetti and More Stocks With Earnings This Week (Benzinga)
Mar-01-26 06:00AM	What to Expect in Markets This Week: Investors Watching Developments in Iran, Awaiting Jobs Report, Other Economic Data, Earnings Reports (Investopedia)
Feb-26-26 03:30PM	Samsara, Nutanix, Workday, AppLovin, and Domo Shares Skyrocket, What You Need To Know (StockStory) +5.54%
12:49PM	Snowflake vs. Samsara: Which Cloud Data Stock Has an Edge Now? (Zacks)
09:00AM	Samsara Launches Its Most Compact Asset Tag Yet (Business Wire)
Feb-24-26 09:29PM	Truist Lowers Samsara (IOT) to $30, Maintains Hold Rating (Insider Monkey) +5.46% +5.26%
03:10PM	Samsara, HubSpot, Twilio, Asana, and Box Shares Are Soaring, What You Need To Know (StockStory)
09:00AM	Samsara Announces 100 Fleet Operators to Watch, Celebrating the Innovative Leaders Defining Whats Next (Business Wire)
Feb-23-26 06:15PM	Samsara Inc. (IOT) Sees a More Significant Dip Than Broader Market: Some Facts to Know (Zacks) -7.73%
03:25PM	Samsara and Pegasystems Stocks Trade Down, What You Need To Know (StockStory)
Feb-22-26 06:57PM	Samsara Inc. (IOT): A Bull Case Theory (Insider Monkey)
Feb-21-26 10:40AM	Goldman Sachs Initiates Coverage of Samsara Inc. (IOT) with a Buy Rating and a $36 Price Target (Insider Monkey)
Feb-20-26 09:00AM	Samsara Named No. 1 Supply Chain & Logistics Software in G2 2026 Best Software Awards (Business Wire)
08:42AM	AI-Powered Platform Fuels Samsara's Growth Story: What's Next? (Zacks)
Feb-18-26 10:50AM	Samsara Plunges 57% in a Year: Should You Buy, Sell or Hold the Stock? (Zacks)

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Co-FounderMr. Sanjit Biswas

Co-FounderMr. John Bicket

Executive VP & CFOMr. Dominic Phillips

Executive VPMr. Adam Eltoukhy J.D.

Chief Operating OfficerMr. Robert Stobaugh

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Biswas Sanjit	CHIEF EXECUTIVE OFFICER	Jul 21 '26	Sale	36.81	202,617	7,458,389	83,400	Jul 23 06:15 PM
Biswas Sanjit	CHIEF EXECUTIVE OFFICER	Jul 22 '26	Sale	33.87	61,283	2,075,896	1,351,671	Jul 23 06:15 PM
Bicket John	SEE REMARKS	Jul 21 '26	Sale	36.81	202,548	7,455,922	83,400	Jul 23 06:13 PM
Bicket John	SEE REMARKS	Jul 22 '26	Sale	33.87	61,352	2,078,144	1,550,795	Jul 23 06:13 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Jul 20 '26	Sale	37.70	960	36,192	162,800	Jul 21 05:17 PM
Kirchhoff Benjamin Louis	Officer	Jul 20 '26	Proposed Sale	37.70	960	36,192		Jul 20 04:02 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Jul 15 '26	Sale	37.82	2,549	96,403	163,760	Jul 16 04:17 PM
Kirchhoff Benjamin Louis	Officer	Jul 15 '26	Proposed Sale	37.82	2,549	96,403		Jul 15 04:04 PM
Kirchhoff Benjamin Louis	Officer	Jun 18 '26	Proposed Sale	31.19	960	29,942		Jul 14 04:02 PM
Biswas Sanjit	CHIEF EXECUTIVE OFFICER	Jul 07 '26	Sale	36.77	244,805	9,001,792	94,000	Jul 09 06:19 PM
Biswas Sanjit	CHIEF EXECUTIVE OFFICER	Jul 08 '26	Sale	35.09	19,095	670,086	1,559,671	Jul 09 06:19 PM
Bicket John	SEE REMARKS	Jul 07 '26	Sale	36.77	245,925	9,042,875	94,000	Jul 09 06:18 PM
Bicket John	SEE REMARKS	Jul 08 '26	Sale	35.11	17,975	631,059	1,758,795	Jul 09 06:18 PM
Eltoukhy Adam	SEE REMARKS	Jul 06 '26	Sale	37.00	3,653	135,161	425,080	Jul 07 05:44 PM
Biswas Sanjit	Officer	Jul 07 '26	Proposed Sale	37.00	1,055,600	39,057,200		Jul 07 05:27 PM
Bicket John	Officer	Jul 07 '26	Proposed Sale	36.77	1,055,600	38,815,362		Jul 07 05:26 PM
Phillips Dominic	SEE REMARKS	Jul 01 '26	Sale	33.32	17,909	596,796	1,078,600	Jul 02 06:42 PM
Phillips Dominic	SEE REMARKS	Jul 01 '26	Sale	33.32	12,065	402,034	836,100	Jul 02 06:42 PM
DOMINIC PHILLIPS	Officer	Jul 01 '26	Proposed Sale	32.43	46,758	1,516,362		Jul 01 04:55 PM
Phillips Family Trust	Officer	Jul 01 '26	Proposed Sale	32.43	53,726	1,742,334		Jul 01 04:54 PM
Eltoukhy Adam	SEE REMARKS	Jun 29 '26	Sale	32.08	2,039	65,411	425,080	Jun 30 05:28 PM
ADAM ELTOUKHY	Officer	Jun 29 '26	Proposed Sale	31.14	9,130	284,308		Jun 29 04:48 PM
Eltoukhy Adam	SEE REMARKS	Jun 22 '26	Sale	32.21	1,614	51,990	425,080	Jun 23 05:55 PM
ADAM ELTOUKHY	Officer	Jun 22 '26	Proposed Sale	31.69	1,614	51,148		Jun 22 04:50 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Jun 15 '26	Sale	33.74	2,549	86,003	167,269	Jun 17 06:11 PM
Chadwick Jonathan	Director	Jun 15 '26	Sale	33.47	10,000	334,723	43,865	Jun 17 06:07 PM
JONATHAN CHADWICK	Director	Jun 15 '26	Proposed Sale	33.66	10,000	336,600		Jun 15 04:54 PM
Kirchhoff Benjamin Louis	Officer	Jun 15 '26	Proposed Sale	33.74	2,549	86,003		Jun 15 04:04 PM
Andreessen Marc L	Director	Jun 11 '26	Sale	32.27	613,660	19,801,860	2,256,487	Jun 12 04:59 PM
Andreessen Marc L	Director	Jun 10 '26	Sale	33.68	500,000	16,838,493	2,870,147	Jun 12 04:59 PM
Andreessen Marc L	Director	Jun 09 '26	Sale	34.12	575,000	19,620,194	3,370,147	Jun 10 06:16 PM
Andreessen Marc L	Director	Jun 08 '26	Sale	34.09	567,827	19,357,115	3,945,147	Jun 10 06:16 PM
Phillips Dominic	SEE REMARKS	Jun 05 '26	Sale	35.39	19,547	691,765	929,575	Jun 09 04:54 PM
Andreessen Marc L	10% Owner	Jun 08 '26	Proposed Sale	35.00	2,256,487	78,977,045		Jun 08 05:15 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	May 27 '26	Sale	30.03	128,159	3,848,236	22,300	May 28 04:23 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	May 26 '26	Sale	31.10	104,660	3,254,935	4,600	May 28 04:23 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	May 28 '26	Sale	31.21	31,081	970,079	307,056	May 28 04:23 PM
Bicket John	SEE REMARKS	May 27 '26	Sale	30.02	129,021	3,873,707	22,300	May 28 04:21 PM
Bicket John	SEE REMARKS	May 26 '26	Sale	31.10	104,534	3,250,991	4,600	May 28 04:21 PM
Bicket John	SEE REMARKS	May 28 '26	Sale	31.20	30,345	946,675	153,828	May 28 04:21 PM
Eltoukhy Adam	SEE REMARKS	May 20 '26	Sale	30.21	5,473	165,320	468,305	May 21 05:43 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	May 13 '26	Sale	27.47	2,554	70,158	111,704	May 14 05:42 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	May 12 '26	Sale	28.58	168,272	4,809,871	15,200	May 14 05:41 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	May 13 '26	Sale	27.47	95,628	2,626,824	67,600	May 14 05:41 PM
Bicket John	SEE REMARKS	May 12 '26	Sale	28.58	168,227	4,808,620	15,200	May 14 05:39 PM
Bicket John	SEE REMARKS	May 13 '26	Sale	27.47	95,673	2,628,127	67,600	May 14 05:39 PM
Kirchhoff Benjamin Louis	Officer	May 13 '26	Proposed Sale	27.47	2,554	70,158		May 13 04:42 PM
Phillips Dominic	SEE REMARKS	May 01 '26	Sale	30.00	19,547	586,410	462,801	May 04 06:14 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 28 '26	Sale	29.50	103,875	3,064,355	25,800	Apr 30 07:12 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 29 '26	Sale	29.05	87,067	2,529,135	112,900	Apr 30 07:12 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 30 '26	Sale	28.49	72,958	2,078,506	723,056	Apr 30 07:12 PM
Bicket John	SEE REMARKS	Apr 28 '26	Sale	29.50	103,857	3,063,865	25,800	Apr 30 07:10 PM
Bicket John	SEE REMARKS	Apr 29 '26	Sale	29.05	87,227	2,533,548	112,900	Apr 30 07:10 PM
Bicket John	SEE REMARKS	Apr 30 '26	Sale	28.49	72,816	2,074,402	569,828	Apr 30 07:10 PM
Eltoukhy Adam	SEE REMARKS	Apr 20 '26	Sale	30.68	5,473	167,907	190,649	Apr 21 04:38 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 14 '26	Sale	26.60	167,338	4,450,787	36,400	Apr 16 06:17 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 15 '26	Sale	27.98	96,562	2,702,146	158,200	Apr 16 06:17 PM
Bicket John	SEE REMARKS	Apr 14 '26	Sale	26.60	167,210	4,447,252	36,400	Apr 16 06:15 PM
Bicket John	SEE REMARKS	Apr 15 '26	Sale	27.98	96,690	2,705,779	158,200	Apr 16 06:15 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Apr 13 '26	Sale	26.02	2,480	64,530	114,258	Apr 14 06:09 PM
Kirchhoff Benjamin Louis	Officer	Apr 13 '26	Proposed Sale	26.02	2,480	64,530		Apr 13 04:00 PM
Phillips Dominic	SEE REMARKS	Apr 01 '26	Sale	31.81	20,139	640,674	462,801	Apr 03 03:09 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Mar 31 '26	Sale	31.44	136,943	4,304,855	47,000	Apr 02 05:56 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 01 '26	Sale	31.80	116,576	3,707,075	203,500	Apr 02 05:56 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Apr 02 '26	Sale	30.97	10,381	321,549	1,139,056	Apr 02 05:56 PM
Bicket John	SEE REMARKS	Mar 31 '26	Sale	31.44	137,405	4,319,617	47,000	Apr 02 05:55 PM
Bicket John	SEE REMARKS	Apr 01 '26	Sale	31.80	116,486	3,704,149	203,500	Apr 02 05:55 PM
Bicket John	SEE REMARKS	Apr 02 '26	Sale	30.96	10,009	309,893	985,828	Apr 02 05:55 PM
DOMINIC PHILLIPS	Officer	Apr 01 '26	Proposed Sale	31.69	59,233	1,877,094		Apr 01 04:41 PM
Bicket John	Officer	Mar 31 '26	Proposed Sale	31.43	1,319,500	41,471,885		Mar 31 04:45 PM
Biswas Sanjit	Officer	Mar 31 '26	Proposed Sale	31.44	1,319,500	41,479,010		Mar 31 04:44 PM
Eltoukhy Adam	SEE REMARKS	Mar 20 '26	Sale	33.31	5,473	182,303	190,649	Mar 23 06:28 PM
ADAM ELTOUKHY	Officer	Mar 20 '26	Proposed Sale	33.66	16,419	552,664		Mar 20 04:40 PM
Chadwick Jonathan	Director	Mar 16 '26	Sale	31.93	10,000	319,286	43,865	Mar 17 04:36 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Mar 13 '26	Sale	31.90	2,480	79,112	116,738	Mar 17 04:34 PM
Kirchhoff Benjamin Louis	Officer	Mar 13 '26	Proposed Sale	31.90	2,480	79,112		Mar 13 04:20 PM
Phillips Dominic	SEE REMARKS	Mar 06 '26	Sale	31.73	17,808	565,123	573,114	Mar 09 04:56 PM
Phillips Dominic	SEE REMARKS	Mar 05 '26	Sale	30.00	17,808	534,240	573,114	Mar 09 04:56 PM
Eltoukhy Adam	SEE REMARKS	Feb 20 '26	Sale	26.79	4,688	125,612	246,675	Feb 23 06:27 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Feb 17 '26	Sale	26.64	1,731	46,114	121,913	Feb 19 05:48 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Feb 17 '26	Sale	25.87	263,900	6,827,513	57,600	Feb 19 05:45 PM
Bicket John	SEE REMARKS	Feb 17 '26	Sale	25.87	263,900	6,827,460	57,600	Feb 19 05:44 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Feb 04 '26	Sale	25.19	208,081	5,242,577	294,100	Feb 05 04:52 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Feb 03 '26	Sale	25.23	55,819	1,408,389	68,200	Feb 05 04:52 PM
Bicket John	SEE REMARKS	Feb 04 '26	Sale	25.20	208,536	5,254,180	294,100	Feb 05 04:49 PM
Bicket John	SEE REMARKS	Feb 03 '26	Sale	25.23	55,364	1,396,887	68,200	Feb 05 04:49 PM
Eltoukhy Adam	SEE REMARKS	Jan 20 '26	Sale	32.54	4,688	152,563	246,675	Jan 22 05:27 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Jan 20 '26	Sale	32.43	263,900	8,557,829	78,800	Jan 22 05:25 PM
Bicket John	SEE REMARKS	Jan 20 '26	Sale	32.43	263,900	8,557,714	78,800	Jan 22 05:24 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Jan 15 '26	Sale	34.53	1,683	58,114	95,610	Jan 16 05:16 PM
Kirchhoff Benjamin Louis	Officer	Jan 15 '26	Proposed Sale	34.53	3,414	117,885		Jan 15 04:04 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Jan 06 '26	Sale	34.40	263,900	9,079,326	89,400	Jan 08 06:27 PM
Bicket John	SEE REMARKS	Jan 06 '26	Sale	34.40	263,900	9,079,429	89,400	Jan 08 06:24 PM
Biswas Sanjit	Officer	Jan 06 '26	Proposed Sale	34.47	1,055,600	36,383,576		Jan 06 04:42 PM
Bicket John	Officer	Jan 06 '26	Proposed Sale	34.47	1,055,600	36,384,104		Jan 06 04:40 PM
Phillips Dominic	SEE REMARKS	Jan 02 '26	Sale	34.24	18,348	628,184	573,114	Jan 05 04:19 PM
DOMINIC PHILLIPS	Officer	Jan 02 '26	Proposed Sale	35.45	53,964	1,913,024		Jan 02 04:33 PM
Kirchhoff Benjamin Louis	CHIEF ACCOUNTING OFFICER	Dec 30 '25	Sale	36.13	1,683	60,807	97,293	Dec 31 05:57 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Dec 29 '25	Sale	36.27	82,242	2,983,004	0	Dec 31 05:56 PM
Biswas Sanjit	CHIEF EXECUTVE OFFICER	Dec 30 '25	Sale	35.96	77,758	2,795,987	0	Dec 31 05:56 PM

Open in Screener

UTHR

United Therapeutics Corp

529.53

Jul 23 • 3:59 PM ET +2.46 (0.47%)

531.00

Aftermarket • 5:00 PM ET +1.47 (0.28%)

Healthcare Drug Manufacturers - Specialty & Generic USA Large NASD

UTHR United Therapeutics Corp daily Stock Chart

Peers: ZTS TAK TEVA AMGN BMRN VRTX BIIB GILD REGN ALNY

| Held by: IJH VTI VB VXF VBR MDY IBB VBK XMHQ IJK

Index	-
Market Cap	22.48B
Enterprise Value	20.32B
Income	1.29B
Sales	3.17B
Book/sh	139.98
Cash/sh	50.74
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	1400
IPO	Jun 17, 1999

P/E	19.54
Forward P/E	16.12
PEG	1.23
P/S	7.09
P/B	3.78
P/C	10.44
P/FCF	22.10
EV/EBITDA	13.14
EV/Sales	6.41
Quick Ratio	4.50
Current Ratio	4.79
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	Yes / Yes

EPS (ttm)	27.09
EPS next Y	32.84
EPS next Q	7.06
EPS this Y	0.05%
EPS next Y	17.81%
EPS next 5Y	13.15%
EPS past 3/5Y	22.94% 19.27%
Sales past 3/5Y	18.02% 16.50%
EPS Y/Y TTM	8.18%
Sales Y/Y TTM	5.87%
EPS Q/Q	-12.15%
Sales Q/Q	-1.62%
Earnings	Aug 05 BMO
EPS/Sales Surpr.	-16.83% -1.99%

Insider Own	3.45%
Insider Trans	-49.61%
Inst Own	99.17%
Inst Trans	-0.20%
ROA	17.81%
ROE	20.26%
ROIC	21.82%
Gross Margin	86.58%
Oper. Margin	46.02%
Profit Margin	40.61%
SMA20	-2.13%
SMA50	-3.76%
SMA200	3.41%
Trades

Shs Outstand	42.16M
Shs Float	40.98M
Short Float	5.17%
Short Ratio	4.45
Short Interest	2.12M
52W High	609.35 -13.10%
52W Low	272.12 94.59%
Volatility	2.67% 2.47%
ATR (14)	13.53
RSI (14)	42.72
Beta	0.59
Rel Volume	0.51
Avg Volume	475.70K
Volume	241,123

Perf Week	0.09%
Perf Month	-2.72%
Perf Quarter	-7.79%
Perf Half Y	12.72%
Perf YTD	8.68%
Perf Year	73.27%
Perf 3Y	113.31%
Perf 5Y	186.90%
Perf 10Y	375.30%
Recom	1.50
Target Price	675.17
Prev Close	527.07
Price	529.53
Change	0.47%

Date	Action	Analyst	Rating Change	Price Target Change
May-07-26	Upgrade	Wells Fargo	Equal Weight → Overweight	$735
Apr-10-26	Initiated	Raymond James	Outperform	$700
Oct-20-25	Initiated	Wells Fargo	Underweight	$414
Sep-26-25	Initiated	RBC Capital Mkts	Outperform	$569
Jun-02-25	Initiated	Cantor Fitzgerald	Overweight	$405
Apr-25-25	Downgrade	Wells Fargo	Overweight → Equal Weight
Apr-21-25	Upgrade	BofA Securities	Underperform → Neutral	$314
Jul-11-24	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$310 → $321
Feb-12-24	Upgrade	Goldman	Sell → Neutral	$213 → $215
Feb-05-24	Initiated	Leerink Partners	Outperform	$330
Dec-08-23	Initiated	Wells Fargo	Overweight	$309
Dec-06-22	Initiated	UBS	Buy	$320
Dec-05-22	Initiated	Goldman	Sell	$230
Oct-11-22	Initiated	Morgan Stanley	Overweight	$288
Sep-20-22	Reiterated	BofA Securities	Underperform
Sep-19-22	Resumed	Wedbush	Outperform	$263
Feb-11-22	Initiated	BTIG Research	Neutral
Jul-14-21	Upgrade	Argus	Hold → Buy	$205
Apr-26-21	Resumed	Credit Suisse	Outperform	$196
Feb-01-21	Upgrade	H.C. Wainwright	Neutral → Buy	$125 → $195

Show Previous Ratings

Jul-02-26 06:30AM	United Therapeutics Corporation Acquires Thymmune Therapeutics (Business Wire)
Jul-01-26 07:29AM	BridgeBio gets funding for drug launch; United buys into cell therapy (BioPharma Dive)
Jun-29-26 06:30AM	United Therapeutics Corporation Announces FDA Approval of the LungFX Device for Centralized Ex Vivo Lung Perfusion (Business Wire)
May-28-26 04:27PM	JPMorgan says large-cap biotech is back as profits and pipelines fuel upside (Investing.com)
May-27-26 07:00AM	United Therapeutics Corporation to Present at the Jefferies Global Healthcare Conference (Business Wire)
04:15PM	Loading…
May-18-26 04:15PM	United Therapeutics Corporation Announces TETON-1 Study of Tyvaso Published in The New England Journal of Medicine and Presented at ATS 2026 (Business Wire)
May-17-26 02:15PM	United Therapeutics Corporation Announces ADVANCE OUTCOMES Study of Ralinepag Presented at ATS 2026 (Business Wire)
May-15-26 06:00PM	United Therapeutics Corporation Announces FDA Clearance to Proceed with UHeart Xenotransplantation Clinical Trial (Business Wire)
May-12-26 07:00AM	United Therapeutics Corporation to Present at the RBC Capital Markets Global Healthcare Conference (Business Wire)
May-11-26 06:30AM	United Therapeutics Corporation Presents New Data from TETON-1, ADVANCE OUTCOMES, and Additional Research in Pulmonary Hypertension and Pulmonary Fibrosis at ATS 2026 (Business Wire)
May-07-26 09:45AM	Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls (The Fly)
May-06-26 08:30PM	MannKind Corporation Q1 2026 Earnings Call Summary (Moby)
04:58PM	United Therapeutics Corporation Q1 2026 Earnings Call Summary (Moby)
06:34AM	United Therapeutics: Q1 Earnings Snapshot (Associated Press)
06:30AM	United Therapeutics Corporation Reports First Quarter 2026 Financial Results (Business Wire)
07:00AM	Loading…
Apr-29-26 07:00AM	United Therapeutics Corporation Announces Retirement of Professor Raymond Dwek, C.B.E., F.R.S., From Its Board of Directors (Business Wire)
Apr-22-26 07:00AM	United Therapeutics Corporation to Report First Quarter 2026 Financial Results Before Market Open on Wednesday, May 6, 2026 (Business Wire)
Apr-20-26 06:30AM	United Therapeutics Corporation Presents New Data Spanning Pulmonary Hypertension Treatment, Lung Donor Expansion, and Xenotransplantation at ISHLT 2026 (Business Wire)
Apr-10-26 09:37AM	Nike downgraded, IBM initiated: Wall Street's top analyst calls (The Fly)
Apr-08-26 07:00AM	United Therapeutics Receives FDA Regenerative Medicine Advanced Therapy Designation for miroliverELAP for Treatment of Acute Liver Failure (Business Wire)
Mar-30-26 02:21PM	United Therapeutics Stock Soars on Strong Phase 3 Lung Disease Results (GuruFocus.com) +12.53%
11:39AM	United Therapeutics shares surge after positive IPF trial results (Proactive)
11:17AM	United Therapeutics Rises on Positive Study for Cornerstone Drug. Why Shares Could Run Even Higher. (Barrons.com)
11:00AM	United rises on IPF data; Biogen scores positive lupus data and an approval (BioPharma Dive)
08:37AM	Century Aluminum shares surge after Iran strikes threaten supplies - and more stocks on the move (MarketWatch)
07:00AM	United Therapeutics Corporation Announces TETON-1 Pivotal Study of Tyvaso Meets Primary Endpoint for Treatment of Idiopathic Pulmonary Fibrosis, Exceeding Impressive Treatment Effect Seen in TETON-2 (Business Wire)
Mar-11-26 06:14PM	United Therapeutics Corporation Announces Full Results of TETON-2 Phase 3 Clinical Trial Published in The New England Journal of Medicine (Business Wire)
Mar-10-26 06:09AM	United Therapeutics (UTHR) Surges 10.7%: Is This an Indication of Further Gains? (Zacks)
Mar-09-26 12:49PM	Crude Falls Below $100 As Trump Mulls Emergency Reserve Release: What's Moving Markets Monday? (Benzinga) +10.67%
07:00AM	United Therapeutics Corporation Announces $2 Billion Stock Repurchase Authorization and Enters into $1.5 Billion Accelerated Share Repurchase Program (Business Wire)
01:35PM	Loading…
Mar-04-26 01:35PM	Xenon Pharmaceuticals Stock Sees RS Rating Rise To 77 (Investor's Business Daily)
Mar-03-26 07:00AM	United Therapeutics Corporation to Present at the Leerink Global Healthcare Conference (Business Wire)
Mar-02-26 10:32AM	United Therapeutics' Trial Shows 55% Drop in Lung Disease Worsening (Benzinga)
06:30AM	United Therapeutics Corporation Announces Ralinepag Achieved 55% Reduction in Risk of Clinical Worsening in Pivotal Pulmonary Arterial Hypertension Study, Delivering Exceptional, Highly Statistically Significant Efficacy (Business Wire)
Mar-01-26 10:04AM	H.C. Wainwright Raises United Therapeutics (UTHR) Target to $600 (Insider Monkey)
Feb-27-26 05:29AM	Zoetis Stock: Is ZTS Underperforming the Healthcare Sector? (Barchart)
Feb-26-26 05:03PM	MannKind Q4 Earnings Call Highlights (MarketBeat) -5.89%
04:02PM	Stocks Showing Market Leadership: United Therapeutics Earns 91 RS Rating (Investor's Business Daily)
12:25PM	Why United Therapeutics (UTHR) Shares Are Sliding Today (StockStory)
09:02AM	UTHR Tops Q4 Earnings Estimates, Shares Surge 13% on Strong Guidance (Zacks)
07:42AM	Stock Market News for Feb 26, 2026 (Zacks)
04:32AM	United Therapeutics Q4 Earnings Call Highlights (MarketBeat)
Feb-25-26 04:33PM	United Therapeutics Corporation Q4 2025 Earnings Call Summary (Moby) +13.03%
04:02PM	United Therapeutics Corp (UTHR) Q4 2025 Earnings Call Highlights: Record Revenue and Promising ... (GuruFocus.com)
12:30PM	Compared to Estimates, United Therapeutics (UTHR) Q4 Earnings: A Look at Key Metrics (Zacks)
12:15PM	United Therapeutics (UTHR) Surpasses Q4 Earnings Estimates (Zacks)
06:47AM	United Therapeutics (NASDAQ:UTHR) Misses Q4 CY2025 Revenue Estimates (StockStory)
06:45AM	United Therapeutics: Q4 Earnings Snapshot (Associated Press Finance)
06:30AM	United Therapeutics Corporation Reports Fourth Quarter and Full Year 2025 Financial Results (Business Wire)
Feb-23-26 10:22PM	United Therapeutics (UTHR) Q4 Earnings Report Preview: What To Look For (StockStory)
11:40AM	USNA or UTHR: Which Is the Better Value Stock Right Now? (Zacks)
07:00AM	United Therapeutics Corporation to Present at the TD Cowen 46th Annual Health Care Conference (Business Wire)
Feb-20-26 09:15AM	Unveiling United Therapeutics (UTHR) Q4 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Feb-17-26 05:25PM	USANA Health Sciences (USNA) Q4 Earnings and Revenues Beat Estimates (Zacks)
Feb-11-26 07:00AM	United Therapeutics Corporation to Report Fourth Quarter and Full Year 2025 Financial Results Before the Market Opens on Wednesday, February 25, 2026 (Business Wire)
Feb-06-26 11:04AM	Merck's Subdued 2026 Outlook: What it Means After Q4 Results? (Zacks)
Jan-29-26 10:32PM	A Look Back at Therapeutics Stocks' Q3 Earnings: United Therapeutics (NASDAQ:UTHR) Vs The Rest Of The Pack (StockStory)
Jan-28-26 10:15AM	Merck's Non-Oncology Drugs Q4 Performance: What to Expect (Zacks)
Jan-27-26 10:33PM	Therapeutics Stocks Q3 Highlights: United Therapeutics (NASDAQ:UTHR) (StockStory)
Jan-26-26 08:55AM	United Therapeutics Reports Early Success For External Liver Support In Acute Failure (Benzinga)
07:00AM	United Therapeutics Announces Positive Results from Phase 1 Study of miroliverELAP in Patients with Acute Liver Failure (Business Wire)
Jan-22-26 07:00AM	United Therapeutics Corporation Announces Appointment of Kevin J. Tracey to its Board of Directors (Business Wire)
Jan-19-26 05:17PM	United Therapeutics Corporation (UTHR): A Bull Case Theory (Insider Monkey)
Jan-16-26 09:45AM	Why United Therapeutics (UTHR) is a Top Growth Stock for the Long-Term (Zacks)
Jan-15-26 09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
Jan-13-26 10:39AM	6 stocks and ETFs that these unsung market heroes see outperforming in 2026 (MarketWatch)
Jan-12-26 03:57PM	6 stocks and ETFs that these unsung market heroes see outperforming in 2026 (MarketWatch)
08:55AM	Want Better Returns? Don't Ignore These 2 Medical Stocks Set to Beat Earnings (Zacks)
Jan-08-26 11:40AM	UTHR or MDGL: Which Is the Better Value Stock Right Now? (Zacks)
Jan-07-26 11:40AM	UTHR vs. ZTS: Which Stock Is the Better Value Option? (Zacks)
Jan-05-26 07:00AM	United Therapeutics Corporation to Present at the 44th Annual J.P. Morgan Healthcare Conference (Business Wire)
Dec-31-25 09:45AM	Here's Why United Therapeutics (UTHR) is a Strong Growth Stock (Zacks)
Dec-30-25 09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
Dec-15-25 09:50AM	MRK Gets Positive CHMP Opinion for Expanded Use of Winrevair in PAH (Zacks)
Dec-11-25 09:50AM	Here's Why United Therapeutics (UTHR) is a Strong Momentum Stock (Zacks)
Dec-10-25 11:30AM	Why Is Ironwood (IRWD) Up 24.9% Since Last Earnings Report? (Zacks)
09:40AM	Why United Therapeutics (UTHR) is a Top Value Stock for the Long-Term (Zacks)
Dec-09-25 12:26PM	This Gold Stock Hits A High, With Miner Poised For Huge Swing To Profit (Investor's Business Daily)
09:45AM	Why United Therapeutics (UTHR) is a Top Growth Stock for the Long-Term (Zacks)
Dec-05-25 11:30AM	Catalyst (CPRX) Up 10% Since Last Earnings Report: Can It Continue? (Zacks)
Dec-04-25 11:30AM	Corcept (CORT) Up 9.2% Since Last Earnings Report: Can It Continue? (Zacks)
11:20AM	Can Merck's New Products Aid Growth as Keytruda LOE Test Looms? (Zacks)
Dec-03-25 07:19AM	Flurry of Bullish Inflows Sends United Therapeutics Higher (FX Empire)
Nov-21-25 12:04PM	United Therapeutics Stock, Up 72% Since August, Nears Buy Point Of Rare Base (Investor's Business Daily)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
Nov-20-25 09:45AM	Here's Why United Therapeutics (UTHR) is a Strong Growth Stock (Zacks)
Nov-19-25 10:52AM	Merck Stock Rise as New PAH Drug Winrevair Meets Goal in Another Study (Zacks)
Nov-12-25 09:50AM	Why United Therapeutics (UTHR) is a Top Momentum Stock for the Long-Term (Zacks)
Nov-09-25 11:02PM	3 Reasons Investors Love United Therapeutics (UTHR) (StockStory)
Nov-05-25 09:40AM	Here's Why United Therapeutics (UTHR) is a Strong Value Stock (Zacks)
12:35AM	The 5 Most Interesting Analyst Questions From United Therapeutics's Q3 Earnings Call (StockStory)
Nov-04-25 09:45AM	Why United Therapeutics (UTHR) is a Top Growth Stock for the Long-Term (Zacks)
07:00AM	United Therapeutics Corporation to Present at Upcoming Investor Conferences (Business Wire)
Nov-03-25 07:00AM	United Therapeutics Corporation Announces First Transplant in EXPAND Clinical Trial of UKidney in Patients With End-Stage Renal Disease (Business Wire)
Oct-30-25 03:48PM	United Therapeutics Corp (UTHR) Q3 2025 Earnings Call Highlights: Record Revenue Growth and ... (GuruFocus.com)
11:40AM	MKKGY vs. UTHR: Which Stock Is the Better Value Option? (Zacks)
01:38AM	UTHR Q3 Deep Dive: Clinical Pipeline Advances and High-Dose Product Launches Drive Outlook (StockStory)
Oct-29-25 04:14PM	United Therapeutics Rockets 10% On Growing Enthusiasm For Its Top Drug (Investor's Business Daily) +9.63%
01:11PM	Why Is United Therapeutics (UTHR) Stock Soaring Today (StockStory)
11:24AM	United Therapeutics Q3 Earnings Beat Estimates, Revenues Miss Mark (Zacks)

United Therapeutics Corp. is a biotechnology company, which engages in the development and commercialization of products for patients with chronic and life-threatening conditions. Its products include Adcirca, Orenitram, Remodulin, TYVASO, and Unituxin. The company was founded by Martine A. Rothblatt on June 26, 1996 and is headquartered in Silver Spring, MD.

M.B.A.Dr. Martine A. Rothblatt J.D.

President & COOMr. Michael I. Benkowitz

CFO & TreasurerMr. James C. Edgemond

Executive VPMr. Paul A. Mahon J.D.

Manager of Investor RelationsHarrison Silvers

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 22 '26	Option Exercise	135.42	9,500	1,286,490	333,943	Jul 23 04:36 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 22 '26	Sale	530.57	9,500	5,040,380	324,443	Jul 23 04:36 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 21 '26	Option Exercise	135.42	9,500	1,286,490	333,943	Jul 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 21 '26	Sale	532.24	9,500	5,056,298	324,443	Jul 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 20 '26	Option Exercise	135.42	9,500	1,286,490	333,943	Jul 21 04:35 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 20 '26	Sale	531.69	9,500	5,051,035	324,443	Jul 21 04:35 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 17 '26	Option Exercise	135.42	9,500	1,286,490	333,943	Jul 20 04:32 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 17 '26	Sale	537.05	9,500	5,101,939	324,443	Jul 20 04:32 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 16 '26	Option Exercise	135.42	9,500	1,286,490	333,943	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 16 '26	Sale	530.91	9,500	5,043,689	324,443	Jul 17 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '26	Option Exercise	135.42	7,782	1,053,838	332,225	Jul 16 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '26	Option Exercise	135.42	1,718	232,652	42,231	Jul 16 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '26	Sale	530.34	7,782	4,127,087	324,443	Jul 16 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 15 '26	Sale	530.41	1,718	911,253	40,513	Jul 16 04:30 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jul 16 '26	Option Exercise	146.03	8,300	1,212,049	53,472	Jul 16 04:30 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jul 16 '26	Sale	533.69	8,300	4,429,638	45,172	Jul 16 04:30 PM
PAUL A. MAHON	Officer	Jul 16 '26	Proposed Sale	533.69	8,300	4,429,638		Jul 16 04:17 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 14 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 15 05:00 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 14 '26	Sale	526.83	9,500	5,004,909	40,513	Jul 15 05:00 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 13 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 14 04:34 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 13 '26	Sale	535.99	9,500	5,091,949	40,513	Jul 14 04:34 PM
Giltner Richard	Director	Jul 09 '26	Option Exercise	0.00	1,310	0	21,884	Jul 13 04:36 PM
KURZWEIL RAY	Director	Jul 09 '26	Option Exercise	0.00	650	0	13,320	Jul 13 04:36 PM
Mesa Nilda	Director	Jul 09 '26	Option Exercise	0.00	650	0	5,678	Jul 13 04:36 PM
Olian Judy D.	Director	Jul 09 '26	Option Exercise	0.00	1,310	0	5,555	Jul 13 04:35 PM
PATUSKY CHRISTOPHER	Director	Jul 09 '26	Option Exercise	0.00	650	0	2,140	Jul 13 04:35 PM
SULLIVAN LOUIS W	Director	Jul 09 '26	Option Exercise	0.00	650	0	2,983	Jul 13 04:34 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 10 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 13 04:33 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 10 '26	Sale	544.60	9,500	5,173,660	40,513	Jul 13 04:33 PM
JAN MALCOLM	Director	Jul 10 '26	Proposed Sale	550.59	325	178,942		Jul 10 04:03 PM
MALCOLM JAN	Director	Jul 09 '26	Option Exercise	0.00	650	0	775	Jul 10 04:02 PM
MALCOLM JAN	Director	Jul 10 '26	Sale	550.59	325	178,942	450	Jul 10 04:02 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 09 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 09 09:26 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 09 '26	Sale	551.13	9,500	5,235,756	40,513	Jul 09 09:26 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 08 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 09 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 08 '26	Sale	553.17	9,500	5,255,111	40,513	Jul 09 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 07 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 08 04:47 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 07 '26	Sale	558.87	9,500	5,309,296	40,513	Jul 08 04:47 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 06 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 07 09:10 AM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 06 '26	Sale	548.96	9,500	5,215,133	40,513	Jul 07 09:10 AM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 02 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 02 05:47 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jul 02 '26	Sale	554.61	9,500	5,268,781	40,513	Jul 02 05:47 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jul 02 '26	Option Exercise	146.03	8,300	1,212,049	53,472	Jul 02 04:32 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jul 02 '26	Sale	552.56	8,300	4,586,275	45,172	Jul 02 04:32 PM
PAUL MAHON	Officer	Jul 02 '26	Proposed Sale	552.56	8,300	4,586,275		Jul 02 04:13 PM
MARTINE ROTHBLATT	Director	Jul 01 '26	Proposed Sale	541.83	209,000	113,242,470		Jul 01 04:52 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 30 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jul 01 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 30 '26	Sale	541.00	9,500	5,139,542	40,513	Jul 01 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 29 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jun 30 04:40 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 29 '26	Sale	545.80	9,500	5,185,133	40,513	Jun 30 04:40 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 26 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jun 29 04:33 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 26 '26	Sale	543.97	9,500	5,167,734	40,513	Jun 29 04:33 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 25 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jun 26 04:32 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 25 '26	Sale	550.40	9,500	5,228,773	40,513	Jun 26 04:32 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 24 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jun 25 04:39 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 24 '26	Sale	548.69	9,500	5,212,520	40,513	Jun 25 04:39 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 23 '26	Option Exercise	135.42	9,500	1,286,490	50,013	Jun 24 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 23 '26	Sale	543.95	9,500	5,167,571	40,513	Jun 24 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 22 '26	Option Exercise	138.67	9,500	1,317,365	50,013	Jun 24 08:47 AM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 22 '26	Sale	537.74	9,500	5,108,527	40,513	Jun 24 08:47 AM
EDGEMOND JAMES	CFO AND TREASURER	Jun 22 '26	Option Exercise	146.03	8,750	1,277,762	27,626	Jun 23 04:34 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 22 '26	Sale	538.15	8,750	4,708,786	18,876	Jun 23 04:34 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 18 '26	Option Exercise	146.03	10,000	1,460,300	28,876	Jun 22 04:31 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 18 '26	Sale	540.15	10,000	5,401,488	18,876	Jun 22 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 18 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 22 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 18 '26	Sale	540.18	9,500	5,131,711	40,513	Jun 22 04:30 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jun 18 '26	Option Exercise	146.03	8,300	1,212,049	53,472	Jun 18 04:31 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jun 18 '26	Sale	541.55	8,300	4,494,841	45,172	Jun 18 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 17 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 18 04:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 17 '26	Sale	552.40	9,500	5,247,802	40,513	Jun 18 04:30 PM
PAUL MAHON	Officer	Jun 18 '26	Proposed Sale	541.55	8,300	4,494,841		Jun 18 04:17 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 16 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 17 05:05 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 16 '26	Sale	549.80	9,500	5,223,068	40,513	Jun 17 05:05 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 15 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 16 04:36 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 15 '26	Sale	549.15	9,500	5,216,918	40,513	Jun 16 04:36 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 15 '26	Option Exercise	117.76	10,000	1,177,600	28,876	Jun 16 04:35 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 15 '26	Sale	549.17	10,000	5,491,742	18,876	Jun 16 04:35 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 12 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 15 04:36 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 12 '26	Sale	541.39	9,500	5,143,214	40,513	Jun 15 04:36 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 11 '26	Option Exercise	117.76	10,000	1,177,600	28,876	Jun 12 05:26 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 11 '26	Sale	549.29	10,000	5,492,894	18,876	Jun 12 05:26 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 11 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 12 05:25 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 11 '26	Sale	549.23	9,500	5,217,684	40,513	Jun 12 05:25 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 10 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 11 04:34 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 10 '26	Sale	545.83	9,500	5,185,365	40,513	Jun 11 04:34 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 09 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 10 04:42 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 09 '26	Sale	549.32	9,500	5,218,534	40,513	Jun 10 04:42 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 08 '26	Option Exercise	117.76	10,000	1,177,600	28,876	Jun 09 06:06 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 08 '26	Sale	547.50	10,000	5,475,045	18,876	Jun 09 06:06 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 08 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 09 04:48 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 08 '26	Sale	547.49	9,500	5,201,110	40,513	Jun 09 04:48 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 05 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 08 04:33 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 05 '26	Sale	547.62	9,500	5,202,436	40,513	Jun 08 04:33 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 04 '26	Option Exercise	117.76	10,000	1,177,600	28,876	Jun 05 04:31 PM
EDGEMOND JAMES	CFO AND TREASURER	Jun 04 '26	Sale	546.28	10,000	5,462,824	18,876	Jun 05 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 04 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 05 04:31 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 04 '26	Sale	546.33	9,500	5,190,128	40,513	Jun 05 04:31 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jun 04 '26	Option Exercise	146.03	8,300	1,212,049	53,472	Jun 04 05:30 PM
MAHON PAUL A	EVP & GENERAL COUNSEL	Jun 04 '26	Sale	547.07	8,300	4,540,642	45,172	Jun 04 05:30 PM
ROTHBLATT MARTINE A	Chairperson & CEO	Jun 03 '26	Option Exercise	146.03	9,500	1,387,285	50,013	Jun 04 04:30 PM

Open in Screener

SNEX

StoneX Group Inc

74.86

Jul 23 • 3:59 PM ET +0.84 (1.13%)

73.81

Aftermarket • 7:34 PM ET -1.05 (-1.40%)

Financial Capital Markets USA Mid NASD

Peers: VIRT JEF IBKR SF LPLA FRHC MKTX TW RJF SCHW

| Held by: IJR VTI IWM AVUV VB VBK VXF IWO SPSM IJT

Index	RUT
Market Cap	8.90B
Enterprise Value	26.10B
Income	446.90M
Sales	152.36B
Book/sh	22.77
Cash/sh	17.86
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	5430
IPO	Mar 06, 1995

P/E	20.03
Forward P/E	17.49
PEG	0.88
P/S	0.06
P/B	3.29
P/C	4.19
P/FCF	0.89
EV/EBITDA	10.32
EV/Sales	0.17
Quick Ratio	0.76
Current Ratio	0.79
Debt/Eq	7.16
LT Debt/Eq	0.72
Option/Short	Yes / Yes

EPS (ttm)	3.74
EPS next Y	4.28
EPS next Q	0.86
EPS this Y	58.40%
EPS next Y	3.22%
EPS next 5Y	19.85%
EPS past 3/5Y	9.81% 8.97%
Sales past 3/5Y	26.09% 19.58%
EPS Y/Y TTM	45.00%
Sales Y/Y TTM	23.83%
EPS Q/Q	120.64%
Sales Q/Q	24.04%
Earnings	May 06 AMC
EPS/Sales Surpr.	39.39% 14.64%

Insider Own	9.49%
Insider Trans	-10.22%
Inst Own	85.11%
Inst Trans	7.23%
ROA	1.05%
ROE	19.51%
ROIC	9.62%
Gross Margin	2.84%
Oper. Margin	1.58%
Profit Margin	0.29%
SMA20	-4.45%
SMA50	-5.75%
SMA200	30.05%
Trades

Shs Outstand	118.54M
Shs Float	107.59M
Short Float	5.69%
Short Ratio	4.86
Short Interest	6.12M
52W High	94.66 -20.92%
52W Low	35.68 109.80%
Volatility	4.96% 5.34%
ATR (14)	4.04
RSI (14)	44.86
Beta	0.66
Rel Volume	0.83
Avg Volume	1.26M
Volume	1,045,657

Perf Week	1.27%
Perf Month	-18.60%
Perf Quarter	8.00%
Perf Half Y	52.91%
Perf YTD	77.06%
Perf Year	76.13%
Perf 3Y	318.34%
Perf 5Y	495.50%
Perf 10Y	1192.56%
Recom	2.00
Target Price	74.67
Prev Close	74.02
Price	74.86
Change	1.13%

Date	Action	Analyst	Rating Change	Price Target Change
Jul-20-26	Downgrade	Jefferies	Buy → Hold	$112
Mar-26-25	Initiated	William Blair	Outperform
Nov-11-20	Initiated	Jefferies	Buy

Jul-06-26 07:19PM	Gold Steadies as Traders Look to Fed for Interest-Rate Outlook (Bloomberg)
Jun-24-26 12:14PM	StoneX Launches Financial Institutions Group (FIG) Research Practice, Expanding Equity Research Coverage and Institutional Capabilities (GlobeNewswire)
Jun-22-26 07:19PM	Gold Steadies as US and Iran Flag Early Progress in Peace Talks (Bloomberg)
Jun-08-26 04:20PM	Gold Steadies as Traders Weigh US-Iran Attempts to End Attacks (Bloomberg)
03:41PM	Tyson and JBS Face a New Risk as Screwworm Hits Texas (Barrons.com)
05:15AM	Loading…
Jun-01-26 05:15AM	Whey Protein Is Running Out as Food Companies Put It in Everything (Bloomberg)
May-28-26 08:30AM	StoneX to Host Fourth Annual Natural Resources Summit in New York City (GlobeNewswire)
May-26-26 04:15PM	StoneX Announces a Three-for-Two Stock Split (GlobeNewswire)
May-21-26 01:00PM	StoneX Expands Birmingham Presence, Reinforcing Its Role as a Strategic Operating Hub (GlobeNewswire)
08:55AM	The Benchmark Company Announces Inaugural Quantum Computing Summit (GlobeNewswire)
May-14-26 04:05PM	The Benchmark Company Announces Digital Assets Summit in New York City (GlobeNewswire)
May-11-26 11:45AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Quartz)
May-07-26 04:10PM	The Benchmark Company Announces 4th Annual Consumer One-on-One Conference in New York City (GlobeNewswire) +13.64%
08:30AM	StoneX Group Inc. Q2 2026 Earnings Call Summary (Moby)
May-06-26 04:15PM	StoneX Group Inc. Reports Fiscal 2026 Second Quarter Financial Results (GlobeNewswire)
04:00PM	Loading…
Apr-29-26 04:00PM	StoneX Group Inc. to Announce 2026 Fiscal Second Quarter Earnings on May 6, 2026 (GlobeNewswire)
Apr-23-26 05:01PM	Gold Falls as US-Iran Hormuz Standoff Heightens Inflation Risk (Bloomberg)
09:48AM	StoneX Partners with Expana to Offer First of New Suite of OTC Dairy Derivatives (GlobeNewswire)
Apr-22-26 05:03AM	StoneX Announces Day-One Access to SHFE Nickel Futures (GlobeNewswire)
Mar-31-26 08:58AM	StoneX Payments Expands Capabilities Through the Acquisition of a Wholesale Banknotes Business (GlobeNewswire)
Mar-30-26 09:55AM	StoneX Payments Partners with The Pathfinder Group, Expanding Cross-Border Payment Capabilities (GlobeNewswire)
Mar-26-26 08:58AM	StoneX Expands Structured Finance Capabilities with New Securitization Banking, Lending & Capital Markets Platform (GlobeNewswire)
Mar-24-26 08:00AM	Bushel and StoneX Partner to Connect Farmer-Facing Tools with Grain Merchandising Workflows (GlobeNewswire)
Mar-12-26 03:28PM	US to Ease Shipping Rule in Bid to Tame Spiraling Fuel Prices (Bloomberg)
Mar-06-26 01:05PM	StoneX and Atlanticus Holdings Shares Plummet, What You Need To Know (StockStory) -9.62%
12:32PM	Gold.com Rallies 59% YTD: Should Investors Bet on the Stock Now? (Zacks)
Mar-02-26 07:51AM	5 Stocks With Recent Price Strength Despite a Volatile February (Zacks)
Feb-27-26 08:55AM	Here's Why Momentum in StoneX Group (SNEX) Should Keep going (Zacks)
Feb-26-26 12:45PM	Here is Why Growth Investors Should Buy StoneX Group (SNEX) Now (Zacks)
08:00AM	StoneX Digital Launches Digital Asset Lending Capability (GlobeNewswire)
12:30PM	Loading…
Feb-25-26 12:30PM	ETFs: Further rate cuts would be a real help for small-cap stocks (Yahoo Finance Video)
Feb-24-26 07:00AM	Abaxx Exchange Completes First Physical Delivery Under Gold Singapore Futures Contract (GlobeNewswire)
Feb-23-26 09:57AM	Zacks.com featured highlights include Suzano, StoneX, Century Aluminum and Seanergy Maritime (Zacks)
Feb-20-26 12:37PM	Forget Profit, Bet on These 4 Stocks With Increasing Cash Flows (Zacks)
Feb-18-26 11:02PM	3 Reasons to Avoid SNEX and 1 Stock to Buy Instead (StockStory)
07:45AM	4 Top-Ranked Stocks With Solid Net Profit Margins to Enhance Returns (Zacks)
Feb-11-26 08:55AM	Here's What Could Help StoneX Group (SNEX) Maintain Its Recent Price Strength (Zacks)
12:35AM	5 Revealing Analyst Questions From StoneX's Q4 Earnings Call (StockStory)
Feb-10-26 12:45PM	Looking for a Growth Stock? 3 Reasons Why StoneX Group (SNEX) is a Solid Choice (Zacks)
09:45AM	Best Momentum Stock to Buy for February 10th (Zacks)
Feb-06-26 01:36AM	StoneX Group Q1 Earnings Call Highlights (MarketBeat) +6.16%
Feb-05-26 05:30PM	SNEX Q4 Deep Dive: Acquisitions and Volatility Drive Revenue Growth, Margin Pressures Persist (StockStory)
04:02PM	StoneX Group Inc (SNEX) Q1 2026 Earnings Call Highlights: Record Revenues and Strategic ... (GuruFocus.com)
Feb-04-26 04:15PM	StoneX Group Inc. Reports Fiscal 2026 First Quarter Financial Results (GlobeNewswire)
Jan-28-26 05:21PM	StoneX Group Inc. to Announce 2026 Fiscal First Quarter Earnings on February 4, 2026 (GlobeNewswire)
Jan-08-26 08:00AM	StoneX Announces Strategic Partnership with Enhanced Digital Group and Leads Series A Funding Round (GlobeNewswire)
07:00AM	Enhanced Digital Group Announces Series A Financing (Business Wire)
Jan-06-26 08:00AM	StoneX Digital Secures MiCA Authorisation to Expand Regulated Digital Asset Services Across the EU (GlobeNewswire)
Dec-11-25 11:03PM	3 Reasons to Avoid SNEX and 1 Stock to Buy Instead (StockStory)
Dec-08-25 09:40AM	Should Value Investors Buy StoneX Group (SNEX) Stock? (Zacks)
Dec-04-25 12:48PM	PRA Group Looks Like a Smart Buy Right Now With Tailwinds Building Up (Zacks)
Dec-01-25 12:18PM	The 5 Most Interesting Analyst Questions From StoneX's Q3 Earnings Call (StockStory)
Nov-26-25 09:40AM	Should Value Investors Buy Intercorp Financial Services (IFS) Stock? (Zacks)
Nov-25-25 04:02PM	StoneX Group Inc (SNEX) Q4 2025 Earnings Call Highlights: Record Net Income and Strategic ... (GuruFocus.com) +6.10%
Nov-24-25 04:27PM	StoneX Group Inc. Reports Fiscal 2025 Fourth Quarter Financial Results (GlobeNewswire)
Nov-23-25 07:37AM	Economic data returns, retail earnings feature in holiday-shortened week: What to watch this week (Yahoo Finance)
Nov-17-25 05:46PM	StoneX Group Inc. to Announce 2025 Fiscal Fourth Quarter Earnings on November 24, 2025 (GlobeNewswire)
Nov-13-25 01:47PM	BitFuFu Q3 Earnings Beat Estimates, Revenues Up Y/Y, Shares Up (Zacks)
08:55AM	Sunrise Realty Trust, Inc. (SUNS) Q3 Earnings Match Estimates (Zacks)
Nov-06-25 06:30PM	HA Sustainable Infrastructure Capital (HASI) Q3 Earnings and Revenues Top Estimates (Zacks)
Nov-04-25 08:35AM	Chicago Atlantic Real Estate Finance, Inc. (REFI) Tops Q3 Earnings and Revenue Estimates (Zacks)
Nov-03-25 06:16AM	StoneX Strengthens European Presence with Strategic Acquisition of Plantureux et Associes (GlobeNewswire) -5.69%
Oct-26-25 04:00PM	Gold Trader Hiring Spree Drives Up Pay as Bullion Market Booms (Bloomberg)
Oct-23-25 08:05AM	Blackstone Inc. (BX) Tops Q3 Earnings and Revenue Estimates (Zacks)
Oct-22-25 08:05AM	Moody's (MCO) Q3 Earnings and Revenues Surpass Estimates (Zacks)
Oct-17-25 07:12PM	StoneX Expands Wealth Management Offering for Latin American Clients (GlobeNewswire)
Oct-07-25 02:15PM	HIVE Digital Technologies (HIVE) Surges 25.2%: Is This an Indication of Further Gains? (Zacks)
09:54AM	Here are LRT Global Opportunities Strategy's Views on StoneX Group (SNEX) (Insider Monkey)
06:27AM	StoneX and Expana to Launch OTC Dairy Derivatives (GlobeNewswire)
Sep-25-25 04:52AM	StoneX Payments and Hana Bank Deepen Partnership to Strengthen Cross-Border Payment Capabilities (GlobeNewswire)
Sep-15-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Sep-10-25 10:09AM	Grab These 5 Mid-Cap Stocks to Strengthen Your Portfolio in Q4 2025 (Zacks)
Sep-04-25 08:00AM	StoneX Acquires Right Corp, Expanding Global Trading Capabilities to Include Wholesale Meat Supply and Distribution (GlobeNewswire)
Aug-29-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks)
Aug-26-25 04:43AM	StoneX Payments Appointed by Bank Mendes Gans to Power Global Cross-border Payment Expansion (GlobeNewswire)
Aug-22-25 05:30AM	Traders Need a Green Light From Powell to Keep Stocks Rallying (Bloomberg)
Aug-20-25 12:03AM	2 Reasons to Sell SNEX and 1 Stock to Buy Instead (StockStory)
Aug-13-25 08:50AM	StoneX Group (SNEX) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Aug-05-25 06:15PM	StoneX Group Inc. (SNEX) Q3 Earnings Lag Estimates (Zacks) -15.49%
04:34PM	StoneX Group Inc. Reports Fiscal 2025 Third Quarter Financial Results (GlobeNewswire)
09:32AM	StoneX Group Inc (SNEX) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
07:30AM	StoneX Completes Acquisition of The Benchmark Company to Expand Investment Banking Capabilities (GlobeNewswire)
Aug-04-25 09:26AM	Earnings To Watch: StoneX Group Inc (SNEX) Reports Q3 2025 Result (GuruFocus.com)
Jul-31-25 04:01PM	StoneX Completes Acquisition of R.J. O'Brien, Becoming the Largest Non-Bank FCM in the United States and Enhancing Global Multi-Asset Capabilities (GlobeNewswire)
Jul-30-25 05:19PM	StoneX Group Inc. to Announce 2025 Fiscal Third Quarter Earnings on August 5, 2025 (GlobeNewswire)
10:00AM	Brookfield Asset Management (BAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Jul-29-25 06:15PM	Marathon Digital Holdings, Inc. (MARA) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
10:00AM	StoneX Group Inc. (SNEX) Earnings Expected to Grow: What to Know Ahead of Q3 Release (Zacks)
Jul-28-25 01:48PM	Stock Of The Day Forms New Buy Point. You Probably Never Heard Of The Firm. (Investor's Business Daily)
Jul-25-25 12:10PM	Will StoneX Group (SNEX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Jul-24-25 03:30PM	StoneX Group Inc. (SNEX): A Bull Case Theory (Insider Monkey)
Jul-17-25 03:53PM	Cocoa Prices Sink as Consumers Cut Down on High-Priced Chocolate (The Wall Street Journal)
Jul-11-25 08:50AM	Recent Price Trend in StoneX Group (SNEX) is Your Friend, Here's Why (Zacks) -5.10%
Jul-10-25 09:15AM	StoneX Group Inc. (SNEX) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jul-08-25 01:25PM	Brokerage Firm StoneX Poised To Hit New Buy Point Amid 44% Advance (Investor's Business Daily)
Jun-30-25 08:49AM	StoneX Signs Letter of Intent to Acquire Intercam's U.S. Wealth Management Entities (Business Wire)
08:18AM	What Makes StoneX Group (SNEX) a Defensive Financial Services Firm? (Insider Monkey)
Jun-27-25 05:18PM	MercadoLibre, SAP, Uber Among Stocks To Watch As Shares Approach Buy Points (Investor's Business Daily)
Jun-25-25 08:50AM	StoneX Group (SNEX) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Jun-23-25 04:52PM	StoneX Group Inc. Announces Pricing of $625.0 Million of Senior Secured Notes due 2032 (GlobeNewswire)

StoneX Group, Inc. engages in the provision of brokerage and financial services. It operates through the following segments: Commercial Hedging, Global Payments, Securities, Physical Commodities, and Clearing and Execution Services. The Commercial Hedging segment offers risk management consulting services. The Global Payments segment includes global payment solutions for banks, commercial businesses, charities, non-governmental, and government organizations. The Securities segment consists of corporate finance advisory services and capital market solutions for middle market clients. The Physical Commodities segment consists of physical precious metals trading and the physical agricultural and energy commodity businesses. The Clearing and Execution Services segment refers to exchange-traded futures and options, foreign exchange prime brokerage, correspondent clearing, independent wealth management, and derivative voice brokerage. The company was founded by Diego J. Veitia in 1924 and is headquartered in New York, NY.

Group CEO & DirectorMr. Philip Andrew Smith

Executive Vice-ChairmanMr. Sean Michael O'Connor

Chief Financial OfficerMr. William John Dunaway

Chief Operating OfficerMr. Stuart Andrew Sam Davison

Chief Executive Officer of the Asia PacificMr. Gregory Kallinikos

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rotsztain Diego	Chief Governance/Legal Officer	Jul 22 '26	Option Exercise	12.26	50,625	620,662	85,495	Jul 23 08:31 PM
Rotsztain Diego	Chief Governance/Legal Officer	Jul 22 '26	Sale	74.32	29,995	2,229,282	55,500	Jul 23 08:31 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Jul 22 '26	Option Exercise	8.90	225,000	2,002,500	1,855,381	Jul 23 08:30 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Jul 22 '26	Sale	74.33	104,934	7,799,776	1,750,447	Jul 23 08:30 PM
Dunaway William J	Chief Financial Officer	Jul 22 '26	Option Exercise	8.90	126,563	1,126,411	568,101	Jul 23 08:30 PM
Dunaway William J	Chief Financial Officer	Jul 22 '26	Sale	74.33	95,970	7,133,325	472,131	Jul 23 08:30 PM
Smith Philip Andrew	Chief Executive Officer	Jul 22 '26	Option Exercise	8.90	45,000	400,500	783,216	Jul 23 08:29 PM
Smith Philip Andrew	Chief Executive Officer	Jul 22 '26	Sale	74.32	45,000	3,344,481	738,216	Jul 23 08:29 PM
Maurer Mark Lowry	Chief Risk Officer	Jul 22 '26	Option Exercise	8.90	69,372	617,411	272,616	Jul 23 08:29 PM
Maurer Mark Lowry	Chief Risk Officer	Jul 22 '26	Sale	74.32	52,376	3,892,679	220,240	Jul 23 08:29 PM
William Dunaway	Officer	Jul 22 '26	Proposed Sale	74.30	95,970	7,130,296		Jul 22 06:18 PM
Diego Rotsztain	Officer	Jul 22 '26	Proposed Sale	74.29	29,995	2,228,336		Jul 22 06:12 PM
Mark Maurer	Officer	Jul 22 '26	Proposed Sale	74.29	52,376	3,891,026		Jul 22 06:08 PM
Sean O'Connor	Officer	Jul 22 '26	Proposed Sale	74.30	104,934	7,796,458		Jul 22 05:25 PM
Philip Smith	Officer	Jul 22 '26	Proposed Sale	74.44	45,000	3,349,800		Jul 22 05:13 PM
Perkins Abigail H	Chief Information Officer	Jul 20 '26	Sale	70.43	8,919	628,147	96,663	Jul 21 08:17 PM
BEXIGA ANNABELLE G	Director	Jul 15 '26	Sale	113.92	1,500	170,880	18,688	Jul 16 09:57 PM
BEXIGA ANNABELLE G	Director	Jul 15 '26	Proposed Sale	113.92	1,500	170,880		Jul 15 09:49 AM
Smith Philip Andrew	Chief Executive Officer	Jun 30 '26	Option Exercise	13.34	37,500	500,250	529,644	Jul 01 06:48 PM
Smith Philip Andrew	Chief Executive Officer	Jun 30 '26	Sale	118.72	51,540	6,119,075	492,144	Jul 01 06:48 PM
Philip Smith	Officer	Jun 30 '26	Proposed Sale	118.69	51,540	6,117,401		Jun 30 04:36 PM
Maurer Mark Lowry	Chief Risk Officer	Jun 15 '26	Option Exercise	13.34	46,248	616,948	181,744	Jun 17 04:55 PM
Maurer Mark Lowry	Chief Risk Officer	Jun 15 '26	Sale	135.31	34,706	4,696,090	147,038	Jun 17 04:55 PM
Maurer Mark Lowry	Chief Risk Officer	Jun 16 '26	Sale	133.63	11,542	1,542,332	135,496	Jun 17 04:55 PM
Lyon Charles M	President	Jun 12 '26	Sale	131.96	9,000	1,187,640	216,495	Jun 16 04:35 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Jun 15 '26	Sale	135.42	75,000	10,156,770	1,086,921	Jun 16 04:32 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Jun 12 '26	Sale	131.15	75,000	9,836,280	1,161,921	Jun 16 04:32 PM
BEXIGA ANNABELLE G	Director	Jun 15 '26	Sale	133.36	1,500	200,040	20,188	Jun 16 04:31 PM
Mark Maurer	Officer	Jun 16 '26	Proposed Sale	133.60	11,542	1,541,954		Jun 16 04:24 PM
Dunaway William J	Chief Financial Officer	Jun 12 '26	Option Exercise	13.34	84,375	1,125,562	357,961	Jun 15 07:43 PM
Dunaway William J	Chief Financial Officer	Jun 12 '26	Sale	131.16	63,602	8,342,013	294,359	Jun 15 07:43 PM
Mark Maurer	Officer	Jun 15 '26	Proposed Sale	135.27	34,706	4,694,738		Jun 15 04:22 PM
Sean O'Connor	Officer	Jun 15 '26	Proposed Sale	135.39	75,000	10,154,313		Jun 15 04:21 PM
BEXIGA ANNABELLE G	Director	Jun 15 '26	Proposed Sale	133.36	1,500	200,040		Jun 15 11:51 AM
William Dunaway	Officer	Jun 12 '26	Proposed Sale	131.13	63,602	8,339,931		Jun 12 04:58 PM
Sean O'Connor	Officer	Jun 12 '26	Proposed Sale	131.12	75,000	9,833,824		Jun 12 04:58 PM
Perkins Abigail H	Chief Information Officer	Jun 08 '26	Option Exercise	18.39	4,312	79,298	76,700	Jun 09 08:22 PM
Perkins Abigail H	Chief Information Officer	Jun 08 '26	Sale	118.51	4,312	511,025	72,388	Jun 09 08:22 PM
Maurer Mark Lowry	Chief Risk Officer	May 22 '26	Sale	112.25	11,398	1,279,374	135,496	May 26 04:12 PM
Smith Philip Andrew	Chief Executive Officer	May 22 '26	Sale	112.72	8,535	962,094	506,184	May 26 04:11 PM
Philip Smith	Officer	May 22 '26	Proposed Sale	112.69	8,535	961,818		May 22 04:51 PM
Mark Maurer	Officer	May 22 '26	Proposed Sale	112.21	11,398	1,279,005		May 22 04:48 PM
Rotsztain Diego	Chief Governance/Legal Officer	May 18 '26	Option Exercise	18.39	33,750	620,662	56,997	May 20 05:29 PM
Rotsztain Diego	Chief Governance/Legal Officer	May 18 '26	Sale	111.48	20,054	2,235,692	36,943	May 20 05:29 PM
Rotsztain Diego	Chief Governance/Legal Officer	May 20 '26	Sale	112.79	13,696	1,544,720	23,247	May 20 05:29 PM
Diego Rotsztain	Officer	May 20 '26	Proposed Sale	112.75	13,696	1,544,275		May 20 04:45 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 15 '26	Option Exercise	13.34	140,070	1,868,534	1,376,991	May 19 07:29 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 18 '26	Option Exercise	13.34	87,790	1,171,119	1,324,711	May 19 07:29 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 19 '26	Option Exercise	13.34	72,140	962,348	1,309,061	May 19 07:29 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 15 '26	Sale	110.31	140,070	15,450,449	1,236,921	May 19 07:29 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 18 '26	Sale	111.46	87,790	9,785,354	1,236,921	May 19 07:29 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	May 19 '26	Sale	109.94	72,140	7,930,999	1,236,921	May 19 07:29 PM
Diego Rotsztain	Officer	May 18 '26	Proposed Sale	111.45	20,054	2,235,045		May 18 04:59 PM
Dunaway William J	Chief Financial Officer	May 15 '26	Option Exercise	13.34	84,375	1,125,562	337,603	May 18 04:23 PM
Dunaway William J	Chief Financial Officer	May 15 '26	Sale	110.46	64,017	7,071,209	273,586	May 18 04:23 PM
BEXIGA ANNABELLE G	Director	May 15 '26	Sale	112.82	1,500	169,230	21,688	May 18 04:22 PM
William Dunaway	Officer	May 15 '26	Proposed Sale	110.40	64,017	7,067,525		May 15 05:41 PM
Sean O'Connor	Officer	May 15 '26	Proposed Sale	111.00	300,000	33,300,000		May 15 05:36 PM
BEXIGA ANNABELLE G	Director	May 15 '26	Proposed Sale	112.82	1,500	169,230		May 15 10:11 AM
Mark Maurer	Officer	May 14 '26	Proposed Sale	116.00	34,862	4,043,992		May 14 05:25 PM
Schroeder Aaron	Chief Accounting Officer	May 11 '26	Sale	122.65	3,500	429,272	51,481	May 13 07:08 AM
PARTHEMORE ERIC	Director	May 11 '26	Sale	123.30	2,500	308,249	43,874	May 11 07:06 PM
KASS STEVEN A	Director	May 11 '26	Sale	123.26	2,000	246,519	53,266	May 11 07:04 PM
Eric Parthemore	Director	May 11 '26	Proposed Sale	123.27	2,500	308,167		May 11 04:52 PM
Steven Kass	Director	May 11 '26	Proposed Sale	123.23	2,000	246,453		May 11 04:49 PM
FOWLER JOHN MOORE	Director	May 05 '26	Sale	106.25	1,050	111,562	171,246	May 05 04:41 PM
John M Fowler	Director	May 05 '26	Proposed Sale	106.25	1,050	111,562		May 05 09:59 AM
BEXIGA ANNABELLE G	Director	Apr 15 '26	Sale	101.91	1,500	152,865	23,188	Apr 15 08:45 PM
BEXIGA ANNABELLE G	Director	Apr 15 '26	Proposed Sale	101.93	500	50,965		Apr 15 04:19 PM
BEXIGA ANNABELLE G	Director	Apr 15 '26	Proposed Sale	101.90	1,000	101,900		Apr 15 09:44 AM
Smith Philip Andrew	Chief Executive Officer	Apr 10 '26	Option Exercise	13.34	30,000	400,200	544,719	Apr 14 04:16 PM
Smith Philip Andrew	Chief Executive Officer	Apr 10 '26	Sale	92.23	30,000	2,766,906	514,719	Apr 14 04:16 PM
Philip Smith	Officer	Apr 10 '26	Proposed Sale	92.23	30,000	2,766,906		Apr 10 04:16 PM
BEXIGA ANNABELLE G	Director	Mar 13 '26	Sale	106.54	1,000	106,540	16,459	Mar 17 04:26 PM
BEXIGA ANNABELLE G	Director	Mar 13 '26	Proposed Sale	106.54	1,000	106,540		Mar 13 11:05 AM
Perkins Abigail H	Chief Information Officer	Feb 13 '26	Option Exercise	27.58	8,000	220,640	56,259	Feb 18 09:25 AM
Perkins Abigail H	Chief Information Officer	Feb 13 '26	Sale	126.72	8,000	1,013,729	48,259	Feb 18 09:25 AM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Feb 09 '26	Option Exercise	20.00	40,000	800,000	894,127	Feb 11 04:27 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Feb 10 '26	Option Exercise	20.00	40,000	800,000	894,127	Feb 11 04:27 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Feb 09 '26	Sale	124.95	40,000	4,997,900	854,127	Feb 11 04:27 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Feb 10 '26	Sale	124.56	40,000	4,982,460	854,127	Feb 11 04:27 PM
Maurer Mark Lowry	Chief Risk Officer	Feb 09 '26	Option Exercise	20.00	40,000	800,000	130,331	Feb 11 04:20 PM
Maurer Mark Lowry	Chief Risk Officer	Feb 09 '26	Sale	124.88	40,000	4,995,120	90,331	Feb 11 04:20 PM
Sean O'Connor	Officer	Feb 10 '26	Proposed Sale	123.73	40,000	4,949,320		Feb 10 05:11 PM
Lyon Charles M	President	Feb 09 '26	Option Exercise	20.00	45,000	900,000	180,330	Feb 10 05:07 PM
Lyon Charles M	President	Feb 09 '26	Sale	124.78	30,000	3,743,271	150,330	Feb 10 05:07 PM
Charles Lyon	Officer	Feb 09 '26	Proposed Sale	124.75	30,000	3,742,369		Feb 09 05:46 PM
Mark Maurer	Officer	Feb 09 '26	Proposed Sale	124.85	40,000	4,993,919		Feb 09 05:42 PM
Sean O'Connor	Officer	Feb 09 '26	Proposed Sale	124.92	40,000	4,996,698		Feb 09 05:39 PM
FOWLER JOHN MOORE	Director	Feb 02 '26	Sale	112.70	1,125	126,788	113,765	Feb 04 09:13 AM
John Fowler	Director	Feb 02 '26	Proposed Sale	112.70	1,125	126,788		Feb 02 10:07 AM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 19 '25	Sale	94.50	2,029	191,731	15,498	Dec 22 04:35 PM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 18 '25	Sale	94.91	2,477	235,097	17,527	Dec 19 09:18 AM
Rotsztain Diego	Chief Governance/Legal Officer	Dec 17 '25	Sale	96.17	1,348	129,644	20,004	Dec 19 09:18 AM
RADZIWILL JOHN	Chairman of the Board	Dec 16 '25	Buy	97.25	1,000	97,250	101,596	Dec 18 04:19 PM
Diego A Rotsztain	Officer	Dec 17 '25	Proposed Sale	97.52	5,854	570,882		Dec 17 04:50 PM
FOWLER JOHN MOORE	Director	Nov 03 '25	Sale	91.20	1,125	102,600	114,769	Nov 05 04:35 PM
John Fowler	Director	Nov 03 '25	Proposed Sale	91.20	1,125	102,600		Nov 03 12:46 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 19 '25	Sale	95.00	3,000	285,000	134,902	Aug 20 04:11 PM
OCONNOR SEAN MICHAEL	Executive Vice-Chairman-Board	Aug 20 '25	Sale	96.50	2,000	193,000	132,902	Aug 20 04:11 PM

Open in Screener

STT

State Street Corp

184.21

Jul 23 • 3:59 PM ET -1.03 (-0.56%)

184.21

Aftermarket • 7:34 PM ET 0.00 (0.00%)

Financial Asset Management USA Large NYSE

Peers: NTRS AMP BLK TROW BEN IVZ GS JPM BAC ARES

| Held by: VTI VOO VO IVV SPY VTV XLF RDVY KBWB VOE

Index	S&P 500
Market Cap	50.98B
Enterprise Value	-
Income	3.22B
Sales	22.16B
Book/sh	89.95
Cash/sh	-
Dividend Est.	3.52 (1.91%)
Dividend TTM	3.36 (1.82%)
Dividend Ex-Date	Oct 01, 2026
Dividend Gr. 3/5Y	10.06% 9.00%
Payout	34.04%
Employees	51503
IPO	Mar 17, 1980

P/E	16.24
Forward P/E	12.15
PEG	0.67
P/S	2.30
P/B	2.05
P/C	-
P/FCF	-
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	3.20
Debt/Eq	1.08
LT Debt/Eq	0.91
Option/Short	Yes / Yes

EPS (ttm)	11.34
EPS next Y	15.16
EPS next Q	3.59
EPS this Y	31.55%
EPS next Y	11.69%
EPS next 5Y	18.20%
EPS past 3/5Y	9.36% 8.26%
Sales past 3/5Y	19.16% 14.10%
EPS Y/Y TTM	27.32%
Sales Y/Y TTM	2.70%
EPS Q/Q	68.30%
Sales Q/Q	9.67%
Earnings	Jul 16 BMO
EPS/Sales Surpr.	9.39% 4.26%

Insider Own	0.49%
Insider Trans	-8.35%
Inst Own	94.21%
Inst Trans	-2.33%
ROA	0.87%
ROE	12.43%
ROIC	6.40%
Gross Margin	-
Oper. Margin	19.83%
Profit Margin	14.54%
SMA20	3.39%
SMA50	9.86%
SMA200	33.65%
Trades

Shs Outstand	276.77M
Shs Float	275.41M
Short Float	1.82%
Short Ratio	2.18
Short Interest	5.02M
52W High	192.51 -4.31%
52W Low	104.64 76.05%
Volatility	2.35% 2.73%
ATR (14)	4.73
RSI (14)	65.40
Beta	1.42
Rel Volume	0.86
Avg Volume	2.30M
Volume	1,977,619

Perf Week	-0.78%
Perf Month	6.03%
Perf Quarter	20.87%
Perf Half Y	45.15%
Perf YTD	42.79%
Perf Year	66.48%
Perf 3Y	162.15%
Perf 5Y	115.83%
Perf 10Y	216.29%
Recom	1.89
Target Price	201.75
Prev Close	185.24
Price	184.21
Change	-0.56%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-06-26	Upgrade	BofA Securities	Underperform → Neutral	$143
Feb-23-26	Resumed	Citigroup	Buy	$150
Jan-07-26	Downgrade	Truist	Buy → Hold	$138
Jan-05-26	Downgrade	Barclays	Overweight → Equal Weight	$152
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$130
Sep-25-25	Initiated	TD Cowen	Buy
Sep-05-25	Upgrade	Citigroup	Neutral → Buy	$130
Sep-05-25	Resumed	Citigroup	Buy	$130
May-28-25	Upgrade	Truist	Hold → Buy	$112
Jan-27-25	Upgrade	Wolfe Research	Underperform → Peer Perform
Dec-20-24	Upgrade	JP Morgan	Underweight → Neutral	$95
Dec-09-24	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$102 → $139
Dec-03-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$105 → $120
Jul-08-24	Downgrade	Wolfe Research	Peer Perform → Underperform	$73
Jan-04-24	Downgrade	BofA Securities	Neutral → Underperform	$81
Jan-03-24	Upgrade	Goldman	Neutral → Buy	$69 → $92
Jul-17-23	Downgrade	UBS	Buy → Neutral	$90 → $72
Jul-17-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$84 → $73
Jul-17-23	Downgrade	JP Morgan	Neutral → Underweight	$78.50 → $71
Feb-27-23	Upgrade	Wells Fargo	Equal Weight → Overweight	$88 → $98

Show Previous Ratings

Today 02:06PM	XOP ETF Holds Fewer Bets Than You Think (Trefis)
12:09PM	What Does SPY's Price Tag Buy You Today? (Trefis)
12:08PM	State Street Wants You To Party Down With Fearless Girl (MediaPost)
06:16AM	Pound Rally Fizzles as Burnham Keeps UK Fiscal Plans Unclear (Bloomberg)
Jul-22-26 08:55AM	XLK ETF Is A Sharper Bet Than Its Name Suggests (Trefis)
12:03AM	Loading…
12:03AM	Why Income ETFs Are Having a Jerry Maguire Moment (The Daily Upside)
Jul-20-26 08:38PM	Cash In Your SPYV Gain, Or Let It Ride? (Trefis)
Jul-19-26 08:56AM	Trump Accounts Bring Windfall for Babies and Also This One Fund (Bloomberg)
Jul-17-26 07:38AM	State Street reports 56% growth in second quarter profit (Private Banker International)
Jul-16-26 07:00PM	State Street Corp (STT) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
08:46AM	State Street beats second-quarter expectations as record assets drive revenue growth (STT) (InvestorsHub)
07:35AM	State Street Corporation (NYSE: STT) Reports Second-Quarter 2026 Financial Results (Business Wire)
05:03AM	Netflix earnings on tap after rough period for the streaming company's stock (MarketWatch)
Jul-15-26 08:30AM	Is XLF's New High A Quiet Warning? (Trefis)
Jul-14-26 06:00PM	State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series G, I, J, and K (Business Wire)
03:30AM	Loading…
03:30AM	State Streets Zahid Mustafa Joins Global Onchain Summit Singapore 2026 Speaker Lineup (CoinGape)
Jul-13-26 02:13PM	When The Market Dropped, XLU ETF Held Its Ground (Trefis)
01:27PM	US bank earnings could surprise to the upside as Bank of America highlights strong operating backdrop (Proactive)
08:42AM	The Big Tech Fund Hiding Inside SPY ETF (Trefis)
Jul-10-26 05:23PM	Week's Best: SpaceX Created an IPO Road Map (Barrons.com)
11:32AM	State Street Exec Anna Paglia on Role of SPYM as Default ETF for Trump Accounts (NYSE)
Jul-09-26 05:14PM	Your Fund May Carry An Unearned Price (Trefis)
03:18PM	Not Just Tech: Invest in Innovation With Healthcare (ETF Trends)
Jul-08-26 12:03AM	Why State Streets SPYM Is Treasurys Top Choice for Trump Accounts (The Daily Upside)
Jul-07-26 01:51PM	QQQ, Meet IQQ. BlackRock Is Launching a Cheaper Nasdaq-100 ETF. (Barrons.com)
12:03AM	SpaceX Rocketing into Nasdaq-100 Spurs Questions from Clients (The Daily Upside)
Jul-06-26 09:33AM	Trump Rings Opening Bell From Oval Office to Mark Trump Accounts (Bloomberg)
Jul-05-26 08:00AM	Are Advisors Rethinking Index Investing? (The Daily Upside)
Jul-02-26 04:17PM	Wall Street Bets Rallying Markets Will Absorb Every Market Blow (Bloomberg)
01:19PM	Treasury Unveils ETF Lineup for Trump Accounts Ahead of July 4 Launch (Barrons.com)
04:46PM	Loading…
Jul-01-26 04:46PM	State Street Investment Managements SPYM Selected as Exclusive Default ETF for Trump Accounts (Business Wire)
Jun-30-26 03:46AM	Yens Slide Puts Market on Lookout for Japans Next Red Line (Bloomberg)
Jun-29-26 03:59PM	More Nasdaq 100 ETFs Are Coming. That Means More Buyers For SpaceX Stock (Investopedia)
Jun-26-26 08:14AM	QQQ Isn't the Only Game in Town. Competition Heats Up for Nasdaq-100 ETFs. (Barrons.com)
Jun-25-26 12:03AM	State Street Takes on Invescos QQQ with New Nasdaq-100 ETF (The Daily Upside)
Jun-24-26 04:44PM	State Street Corporation Announces Planned 10% Dividend Increase and 2026 Federal Reserve Supervisory Stress Test Results (Business Wire)
Jun-23-26 10:00AM	The Retail Shift Reshaping Private Markets: 84% of Firms Move in, but Scale Brings New Strain, State Street Survey Shows (Business Wire)
Jun-22-26 02:32PM	War, Inflation Cant Stop ETFs Trillion-Dollar Inflow Boom (Bloomberg)
12:01AM	What Will ETFs Look Like in 2027? State Street Gazes into Its Crystal Ball (The Daily Upside)
Jun-18-26 12:37PM	Fidelity Moves To Manage Stablecoin Reserves (CryptoProwl)
Jun-17-26 05:27PM	GLD vs GLDM vs IAU: Which Gold ETF Should You Actually Buy? (etf.com)
Jun-11-26 05:53PM	Gold Jumps After Trump Signals US-Iran Truce Deal Is Close (Bloomberg)
Jun-04-26 08:30AM	State Street Expands Investment Servicing Relationship with Principal Financial Group (Business Wire)
Jun-03-26 01:55PM	Vanguards VOO Hits $1 Trillion of Assets in ETF Industry First (Bloomberg)
Jun-02-26 04:30PM	State Street Corporation (NYSE: STT) Announces Date for Release of Second-Quarter 2026 Financial Results and Conference Call Webcast (Business Wire)
04:27AM	Goldman Said to Work on Retailer IPO, Boosting Kuwait Push (Bloomberg)
Jun-01-26 12:03AM	VOO and Chill Pushes Vanguard S&P 500 ETF Toward Record $1T (The Daily Upside)
May-29-26 04:30PM	State Street to Speak at the Morgan Stanley U.S. Financials Conference (Business Wire)
May-28-26 05:28PM	State Street Investment Management Announces Change to ETF Lineup (Business Wire)
May-27-26 12:02AM	How Institutional Investors Are Reshaping the ETF Industry (The Daily Upside)
May-22-26 08:41AM	BofAs Hartnett Warns Mega-IPOs Risk Bubble Like Roaring 20s (Bloomberg)
May-20-26 04:30PM	State Street Corporation Declares Dividends on its Common Stock and Non-Cumulative Perpetual Preferred Stock Series "G," "I," "J," and "K" (Business Wire)
May-18-26 12:01AM	BlackRock, State Street Launch Tokenized Stablecoin Products for Institutional Investors (The Daily Upside)
May-16-26 09:00AM	Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade (Bloomberg)
May-15-26 04:30PM	State Street Corporation 2026 Annual Meeting of Shareholders (Business Wire)
May-13-26 04:30PM	State Street to Speak at the Bernstein Strategic Decisions Conference (Business Wire)
May-12-26 03:08PM	BlackRock Doubles Down On Tokenized Funds (CryptoProwl)
May-08-26 10:39AM	Iran War Tests Wall Street Firms Addiction to Mideast Money (Bloomberg)
07:44AM	Poor Equity Returns, Weak Rupee Drive Indians to Foreign Shores (Bloomberg)
May-07-26 07:15AM	Yen Intervention Rally Faces High Hurdle at 155 to Dollar (Bloomberg)
May-06-26 12:01AM	Got Cash? Short-Term Bond ETFs Can Fix That (The Daily Upside)
May-05-26 08:30AM	State Street Investment Management and Galaxy Digital Bring Cash Management Onchain (Business Wire)
Apr-28-26 03:50PM	State Street's Yie-Hsin Hung: We're Not Done Innovating (Barrons.com)
09:53AM	State Street To Launch Tokenized Fund By Year's End (CryptoProwl)
08:00AM	State Street to Launch Tokenized Fund Servicing from Luxembourg (Business Wire)
Apr-27-26 12:03AM	BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invescos QQQ? (The Daily Upside)
Apr-22-26 12:02AM	State Street Predicts Inflows Into US ETFs Hit $2.1 Trillion This Year (The Daily Upside)
Apr-20-26 07:46AM	State Street profit rises 19% in Q1 2026 (Private Banker International)
Apr-18-26 03:01AM	State Street Corp (STT) Q1 2026 Earnings Call Highlights: Record Revenue and Strategic Growth ... (GuruFocus.com)
Apr-17-26 04:44PM	State Street Corporation Q1 2026 Earnings Call Summary (Moby)
04:31PM	Wall Street Turns Gloomy on the Dollar as Haven Demand Fades (Bloomberg)
07:33AM	State Street Corporation (NYSE: STT) Reports First-Quarter 2026 Financial Results (Business Wire)
Apr-10-26 02:38PM	Copper Is a 'Peace' Commodity. Own These Miners in a Market Recovery. (Barrons.com)
Apr-09-26 08:30AM	State Street Expands Long Partnership With Thornburg to Support New ETF Share Classes (Business Wire)
Apr-07-26 08:55PM	Stock Trading Intensity Soars to Record on Rapid Shifts in War (Bloomberg)
11:34AM	BlackRock, State Street File for First ETFs to Challenge Invesco's QQQ (The Wall Street Journal)
Apr-05-26 12:01AM	How the Domino Effect from a Wonky SEC Policy Shift May Ease Capital Gains Pain (The Daily Upside)
Mar-28-26 03:00PM	Inside Project Eagle, JPMorgans high-wire act to fund EA deal (Bloomberg)
Mar-26-26 07:04PM	Investors Game Out Stagflation Risk in Japan as Oil Prices Rise (Bloomberg)
Mar-23-26 08:30AM	State Street to Support Dimensional Fund Advisors' First-Ever ETF Share Class Rollout for U.S. Mutual Funds (Business Wire)
07:30AM	State Street Elects Susan Gordon to Its Board of Directors (Business Wire)
Mar-21-26 03:00PM	State Street, Voya Seek Shelter From Default Risk (Bloomberg)
Mar-18-26 04:30PM	State Street Corporation (NYSE: STT) Announces Date for Release of First-Quarter 2026 Financial Results and Conference Call Webcast (Business Wire)
Mar-17-26 01:14PM	How equities, fixed income, crypto and commodities are coming together in the ETF space (CNBC TV)
01:14PM	How AI and tokenization combined could disrupt disruption in the ETF space (CNBC TV)
01:14PM	Biggest ideas at Exchange: Crypto, tokenization, AI and what's likely to change in 2026 (CNBC TV)
Mar-16-26 06:08AM	State Street Corporation Stock: Is STT Outperforming the Financial Sector? (Barchart)
12:01AM	State Street Gives Asset-Backed Securities the Private Treatment (The Daily Upside)
Mar-11-26 08:30AM	State Street Investment Management Launches Investment-Grade Public and Private ABS ETF (Business Wire)
Mar-09-26 12:26PM	The ETF Trade Of 2026 Has Nothing To Do With AI, Nvidia Or Magnificent 7 (Benzinga)
11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Mar-04-26 10:41PM	Custody Bank Stocks Q4 Results: Benchmarking State Street (NYSE:STT) (StockStory)
12:01AM	Why State Streets PRIV Quintupled in Assets in a Single Day (The Daily Upside)
Mar-03-26 09:00AM	You're Overexposed to Wall Street. Use Their Promo to Rebalance Without Writing a New Check. (Benzinga)
Mar-02-26 12:01AM	Trumps Retirement Savings Plan Offers Potential Bonanza for Firms Like Fidelity (The Daily Upside)
Feb-27-26 04:30PM	State Street to Speak at the RBC Capital Markets Global Financial Institutions Conference (Business Wire)
11:40AM	USB vs. STT: Which Stock Should Value Investors Buy Now? (Zacks)
Feb-26-26 04:31PM	Vanguard Settles Texas Lawsuit Alleging Investors Conspired to Drive Up Coal Prices (The Wall Street Journal)
08:30AM	State Street Investment Management Expands Industrys First Actively Managed Corporate Target Maturity ETFs Suite (Business Wire)
Feb-20-26 04:42PM	Quick Swing Trades In XOP Have Allowed Profits To Build (Investor's Business Daily)

State Street Corp. engages in the provision of financial services to institutional investors. It operates through the Commercial and Financial Loans, and Commercial Real Estate Loans segments. The company was founded in 1792 and is headquartered in Boston, MA.

CEOMr. Ronald Philip O'Hanley

Executive VP & CFOMr. John F. Woods

Executive VP & COOMr. Mostapha Tahiri

Executive VP & President of Investment ServicesMr. Joerg Ambrosius

Executive VP & Global Head of Strategic FinanceMr. Mark R. Keating

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Horgan Kathryn M	Executive Vice President	Jul 21 '26	Sale	184.17	5,523	1,017,171	103,171	Jul 23 04:12 PM
O HANLEY RONALD P	Chairman, CEO and President	Jul 21 '26	Sale	184.17	14,553	2,680,226	240,959	Jul 23 04:12 PM
Horgan Kathryn M	Officer	Jul 21 '26	Proposed Sale	184.17	5,523	1,017,171		Jul 21 10:54 AM
O HANLEY RONALD P	Officer	Jul 21 '26	Proposed Sale	184.17	14,553	2,680,226		Jul 21 10:43 AM
Horgan Kathryn M	Executive Vice President	Jun 11 '26	Sale	162.78	5,500	895,290	108,694	Jun 15 04:01 PM
Horgan Kathryn M	Officer	Jun 11 '26	Proposed Sale	162.78	5,500	895,290		Jun 11 09:49 AM
RICHARDS MICHAEL L	EVP and Chief Admin Officer	Jun 08 '26	Sale	162.14	1,500	243,210	41,827	Jun 09 04:04 PM
RICHARDS MICHAEL L	Officer	Jun 08 '26	Proposed Sale	162.14	1,500	243,210		Jun 08 01:50 PM
Hu W. Bradford	EVP and Chief Risk Officer	May 26 '26	Sale	155.35	9,212	1,431,084	59,552	May 28 04:09 PM
O HANLEY RONALD P	Chairman, CEO and President	May 26 '26	Sale	155.35	14,553	2,260,809	255,512	May 28 04:09 PM
O HANLEY RONALD P	Officer	May 26 '26	Proposed Sale	155.35	14,553	2,260,809		May 26 09:59 AM
Hu W. Bradford	Officer	May 26 '26	Proposed Sale	155.35	9,212	1,431,084		May 26 09:54 AM
O HANLEY RONALD P	Chairman, CEO and President	May 15 '26	Option Exercise	0.00	2,204	0	272,269	May 19 04:07 PM
Schaefer Elizabeth	SVP, Chief Accounting Officer	May 13 '26	Sale	150.87	500	75,435	8,764	May 15 04:08 PM
Schaefer Elizabeth	Officer	May 13 '26	Proposed Sale	150.87	500	75,435		May 13 11:02 AM
TAHIRI MOSTAPHA	EVP and COO	Apr 22 '26	Sale	152.93	9,611	1,469,810	64,642	Apr 24 04:05 PM
RICHARDS MICHAEL L	EVP and Chief Admin Officer	Apr 22 '26	Sale	153.89	3,000	461,670	43,522	Apr 24 04:05 PM
TAHIRI MOSTAPHA	Officer	Apr 22 '26	Proposed Sale	152.93	9,611	1,469,827		Apr 22 02:51 PM
RICHARDS MICHAEL L	Officer	Apr 22 '26	Proposed Sale	153.89	3,000	461,672		Apr 22 11:05 AM
PLANSKY JOHN	Executive Vice President	Mar 11 '26	Sale	124.32	16,100	2,001,552	56,162	Mar 12 04:05 PM
THE JOHN & LISA PLANSKY REV TR	Officer	Mar 11 '26	Proposed Sale	124.33	16,100	2,001,684		Mar 11 04:10 PM
Porter Brian J.	Director	Mar 05 '26	Buy	124.99	2,500	312,475	8,898	Mar 09 04:00 PM
O HANLEY RONALD P	Chairman, CEO and President	Mar 02 '26	Sale	125.70	29,107	3,658,750	270,065	Mar 04 03:56 PM
O HANLEY RONALD P	Officer	Mar 02 '26	Proposed Sale	125.70	29,107	3,658,750		Mar 02 02:43 PM
Horgan Kathryn M	Executive Vice President	Feb 23 '26	Sale	127.10	5,676	721,420	104,687	Feb 25 04:01 PM
RICHARDS MICHAEL L	EVP and Senior Advisor	Feb 24 '26	Sale	127.91	2,500	319,775	40,555	Feb 25 04:01 PM
AMBROSIUS JOERG	Executive Vice President	Feb 23 '26	Sale	128.00	8,765	1,121,920	53,925	Feb 25 04:01 PM
RICHARDS MICHAEL L	Officer	Feb 24 '26	Proposed Sale	127.91	2,500	319,775		Feb 24 02:29 PM
Horgan Kathryn M	Officer	Feb 23 '26	Proposed Sale	127.10	5,676	721,420		Feb 23 11:38 AM
AMBROSIUS JOERG	Officer	Feb 23 '26	Proposed Sale	128.00	8,765	1,121,920		Feb 23 10:49 AM
O HANLEY RONALD P	Chairman, CEO and President	Feb 13 '26	Option Exercise	0.00	3,547	0	229,227	Feb 18 04:03 PM
Horgan Kathryn M	Executive Vice President	Nov 28 '25	Sale	118.55	5,676	672,890	104,978	Dec 02 04:15 PM
Horgan Kathryn M	Officer	Nov 28 '25	Proposed Sale	118.55	5,676	672,890		Nov 28 10:40 AM
O HANLEY RONALD P	Chairman, CEO and President	Nov 14 '25	Option Exercise	0.00	3,547	0	229,227	Nov 18 04:15 PM
Keating Mark R	Officer	Nov 17 '25	Proposed Sale	113.72	572	65,049		Nov 17 02:54 PM
RICHARDS MICHAEL L	EVP and Senior Advisor	Oct 27 '25	Sale	117.24	1,500	175,860	38,626	Oct 29 04:21 PM
RICHARDS MICHAEL L	Officer	Oct 27 '25	Proposed Sale	117.24	1,500	175,860		Oct 27 12:19 PM
Bisegna Anthony	Officer	Oct 22 '25	Proposed Sale	113.74	1,750	199,045		Oct 22 12:29 PM
RICHARDS MICHAEL L	EVP and Senior Advisor	Aug 26 '25	Sale	115.17	1,000	115,170	40,126	Aug 28 04:03 PM
RICHARDS MICHAEL L	Officer	Aug 26 '25	Proposed Sale	115.18	1,000	115,178		Aug 26 03:12 PM
O HANLEY RONALD P	Chairman, CEO and President	Aug 21 '25	Sale	112.39	13,330	1,498,159	244,433	Aug 25 04:02 PM
Keating Mark R	Officer	Aug 25 '25	Proposed Sale	115.39	5,376	620,337		Aug 25 11:29 AM
O HANLEY RONALD P	Officer	Aug 21 '25	Proposed Sale	112.40	13,330	1,498,241		Aug 21 04:03 PM
Schaefer Elizabeth	SVP, Chief Accounting Officer	Aug 19 '25	Sale	111.07	1,576	175,046	5,432	Aug 21 04:02 PM
Schaefer Elizabeth	Officer	Aug 19 '25	Proposed Sale	111.08	1,576	175,059		Aug 19 04:08 PM
O HANLEY RONALD P	Chairman, CEO and President	Aug 15 '25	Option Exercise	0.00	3,546	0	259,966	Aug 19 04:06 PM
Fogarty Ann	Officer	Aug 18 '25	Proposed Sale	110.80	230	25,484		Aug 18 05:12 PM
Milrod Donna M	Officer	Aug 18 '25	Proposed Sale	110.80	186	20,609		Aug 18 11:09 AM
O HANLEY RONALD P	Chairman, CEO and President	Aug 12 '25	Sale	111.25	41,165	4,579,585	70,327	Aug 13 04:19 PM
O HANLEY RONALD P	Officer	Aug 12 '25	Proposed Sale	111.26	41,165	4,579,957		Aug 12 04:34 PM

Open in Screener

BSVN

Bank7 Corp

50.40

Jul 23 • 3:59 PM ET +2.15 (4.46%)

50.40

Aftermarket • 7:34 PM ET 0.00 (0.00%)

Financial Banks - Regional USA Small NASD

Peers: ZION BPOP CFR ONB SSB BOKF CBSH FNB UMBF WBS

| Held by: VTI IWM AVUV VXF IWN VTWO DFAS DFMC IWC DFAT

Index	RUT
Market Cap	479.78M
Enterprise Value	-
Income	41.98M
Sales	138.26M
Book/sh	27.98
Cash/sh	-
Dividend Est.	1.11 (2.20%)
Dividend TTM	1.08 (2.14%)
Dividend Ex-Date	Jun 18, 2026
Dividend Gr. 3/5Y	25.18% 20.00%
Payout	22.67%
Employees	125
IPO	Sep 20, 2018

P/E	11.52
Forward P/E	11.26
PEG	-
P/S	3.47
P/B	1.80
P/C	-
P/FCF	10.09
EV/EBITDA	-
EV/Sales	-
Quick Ratio	-
Current Ratio	0.67
Debt/Eq	0.00
LT Debt/Eq	0.00
Option/Short	No / Yes

EPS (ttm)	4.37
EPS next Y	4.48
EPS next Q	1.04
EPS this Y	-1.85%
EPS next Y	1.36%
EPS next 5Y	-
EPS past 3/5Y	11.79% 16.97%
Sales past 3/5Y	18.89% 20.08%
EPS Y/Y TTM	-6.18%
Sales Y/Y TTM	-0.23%
EPS Q/Q	-25.22%
Sales Q/Q	-7.40%
Earnings	Jul 16 BMO
EPS/Sales Surpr.	-16.08% -3.98%

Insider Own	56.76%
Insider Trans	-0.44%
Inst Own	32.72%
Inst Trans	0.78%
ROA	2.24%
ROE	16.85%
ROIC	16.16%
Gross Margin	-
Oper. Margin	39.91%
Profit Margin	30.36%
SMA20	0.72%
SMA50	8.02%
SMA200	15.66%
Trades

Shs Outstand	9.52M
Shs Float	4.12M
Short Float	1.81%
Short Ratio	3.88
Short Interest	0.07M
52W High	52.99 -4.90%
52W Low	38.29 31.63%
Volatility	3.49% 3.30%
ATR (14)	1.64
RSI (14)	56.21
Beta	0.91
Rel Volume	2.10
Avg Volume	19.16K
Volume	40,296

Perf Week	-0.20%
Perf Month	7.95%
Perf Quarter	16.21%
Perf Half Y	12.53%
Perf YTD	22.99%
Perf Year	4.33%
Perf 3Y	107.41%
Perf 5Y	158.99%
Perf 10Y	-
Recom	1.67
Target Price	57.33
Prev Close	48.25
Price	50.40
Change	4.46%

Date	Action	Analyst	Rating Change	Price Target Change
Apr-30-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$25 → $26

Jul-16-26 07:00PM	Bank7 Corp (BSVN) Q2 2026 Earnings Call Highlights: Strong Asset Quality and Strategic Growth Plans (GuruFocus.com)
12:55PM	Bank7 Corp. Q2 2026 Earnings Call Summary (Moby)
08:47AM	Bank7 misses second-quarter estimates as one-time charge weighs on earnings (BSVN) (InvestorsHub)
08:05AM	Bank7: Q2 Earnings Snapshot (Associated Press)
08:00AM	Bank7 Corp. Announces Q2 2026 Earnings (PR Newswire)
11:11PM	Loading…
Jul-08-26 11:11PM	Santa Fes Century Bank says its not for sale as Oklahoma firm looks to take controlling stake (Albuquerque Journal, N.M.)
Jul-07-26 09:00AM	Bank7 Corp. Announces Second Quarter 2026 Earnings Conference Call (PR Newswire)
08:02AM	Bank7 to buy 71% of Century Bank, maybe (Banking Dive)
Jul-02-26 05:00PM	Bank7 Corp. Announces Agreement to Acquire Controlling Interest in Century Financial Services Corporation (PR Newswire)
Jun-04-26 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
Apr-15-26 03:01AM	Bank7 Corp (BSVN) Q1 2026 Earnings Call Highlights: Strong NIM Expansion and Strategic Growth ... (GuruFocus.com)
Apr-14-26 04:46PM	Bank7 Corp. Q1 2026 Earnings Call Summary (Moby)
08:06AM	Bank7: Q1 Earnings Snapshot (Associated Press)
08:00AM	Bank7 Corp. Announces Q1 2026 Earnings (PR Newswire)
Apr-02-26 09:00AM	Bank7 Corp. Announces First Quarter 2026 Earnings Conference Call (PR Newswire)
09:00AM	Loading…
Mar-05-26 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
Jan-15-26 04:00PM	Bank7 Corp (BSVN) Q4 2025 Earnings Call Highlights: Record Loan Growth and Asset Quality Shine (GuruFocus.com)
01:26PM	Bank7 Q4 Earnings Call Highlights (MarketBeat)
08:17AM	Bank7: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q4 2025 and Full Year Earnings (PR Newswire)
Jan-07-26 09:00AM	Bank7 Corp. Announces Fourth Quarter and Full Year 2025 Earnings Conference Call (PR Newswire)
Dec-15-25 12:00PM	Bank7 (BSVN) Upgraded to Buy: Here's Why (Zacks)
Dec-04-25 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
Oct-30-25 09:35AM	Down 11.3% in 4 Weeks, Here's Why You Should You Buy the Dip in Bank7 (BSVN) (Zacks)
Oct-21-25 09:55AM	Here's Why Bank7 (BSVN) Could be Great Choice for a Bottom Fisher (Zacks)
Oct-15-25 05:00PM	Bank7 Corp (BSVN) Q3 2025 Earnings Call Highlights: Strong Growth Amidst Market Challenges (GuruFocus.com)
09:10AM	Bank7 (BSVN) Beats Q3 Earnings and Revenue Estimates (Zacks)
08:08AM	Bank7: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q3 2025 Earnings (PR Newswire)
Oct-14-25 09:18AM	What To Expect From Bank7 Corp (BSVN) Q3 2025 Earnings (GuruFocus.com)
09:00AM	Loading…
Oct-02-25 09:00AM	Bank7 Corp. Announces Third Quarter 2025 Earnings Conference Call (PR Newswire)
Aug-25-25 09:00AM	Bank7 Corp. Announces Renewal of Stock Repurchase Plan (PR Newswire)
Aug-22-25 10:34AM	4 Bank Stocks With Dividend Hikes This Week to Keep on Your Radar (Zacks) +5.71%
Aug-21-25 07:44AM	Bank7 Corp. Announces a 12.50% Quarterly Dividend Increase; Its Sixth Consecutive Annual Dividend Increase (PR Newswire)
Jul-23-25 10:00AM	Best Momentum Stock to Buy for July 23rd (Zacks)
Jul-21-25 12:00PM	Bank7 (BSVN) Upgraded to Buy: Here's What You Should Know (Zacks)
Jul-18-25 03:09AM	Bank7 Corp (BSVN) Q2 2025 Earnings Call Highlights: Strong Loan Growth and High-Quality Asset ... (GuruFocus.com)
Jul-17-25 09:10AM	Bank7 (BSVN) Tops Q2 Earnings and Revenue Estimates (Zacks)
08:05AM	Bank7: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q2 2025 Earnings (PR Newswire)
Jul-16-25 09:23AM	Bank7 Corp (BSVN) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Jul-08-25 08:00AM	Bank7 Corp. Announces Second Quarter 2025 Earnings Conference Call (PR Newswire)
Jun-05-25 08:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
May-06-25 06:13AM	Bank7 Corp. (BSVN): One of the Top Dividend Challengers in 2025 (Insider Monkey)
Apr-11-25 12:05PM	Prada to acquire Versace, CarMax reports mixed Q4 results: Morning Buzz (TipRanks)
03:01AM	Bank7 Corp (BSVN) Q1 2025 Earnings Call Highlights: Strong Earnings and Strategic Growth Amid ... (GuruFocus.com)
Apr-10-25 11:54PM	Q1 2025 Bank7 Corp Earnings Call (Thomson Reuters StreetEvents)
02:34PM	Bank7 Corp. (BSVN) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:10AM	Bank7 (BSVN) Tops Q1 Earnings Estimates (Zacks)
08:09AM	Bank7: Q1 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q1 2025 Earnings (PR Newswire)
Apr-03-25 09:00AM	Bank7 Corp. Announces First Quarter 2025 Earnings Conference Call (PR Newswire)
Mar-29-25 01:55AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 30 (Seeking Alpha)
Mar-06-25 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
Feb-28-25 01:35PM	Bank7 Announces Acquisition of First American Mortgage, Inc. (PR Newswire)
Jan-17-25 12:00PM	All You Need to Know About Bank7 (BSVN) Rating Upgrade to Strong Buy (Zacks)
02:02AM	Bank7 Corp (BSVN) Q4 2024 Earnings Call Highlights: Strong Financial Performance Amid Loan ... (GuruFocus.com)
01:04AM	Q4 2024 Bank7 Corp Earnings Call (Thomson Reuters StreetEvents)
Jan-16-25 09:10AM	Bank7 (BSVN) Q4 Earnings Top Estimates (Zacks)
08:18AM	Bank7: Q4 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q4 2024 and Full Year Earnings (PR Newswire)
Jan-15-25 07:04AM	Bank7 Corp (BSVN) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jan-08-25 09:00AM	Bank7 Corp. Announces Fourth Quarter and Full Year 2024 Earnings Conference Call (PR Newswire)
Dec-04-24 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
Oct-15-24 09:40AM	Are Finance Stocks Lagging Bank7 (BSVN) This Year? (Zacks)
Oct-12-24 08:28AM	Bank7 Reports Record Earnings and Strong Capital in Q3 2024 (TipRanks)
03:00AM	Bank7 Corp (BSVN) Q3 2024 Earnings Call Highlights: Record Earnings and Strategic Growth Amid ... (GuruFocus.com)
02:24AM	Q3 2024 Bank7 Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-11-24 09:10AM	Bank7 (BSVN) Q3 Earnings and Revenues Top Estimates (Zacks) +6.69%
08:07AM	Bank7: Q3 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q3 2024 Earnings (PR Newswire)
Oct-10-24 09:01AM	Earnings To Watch: Bank7 Corp (BSVN) Reports Q3 2024 Result (GuruFocus.com)
Oct-02-24 08:00AM	Bank7 Corp. Announces Third Quarter 2024 Earnings Conference Call (PR Newswire)
Sep-24-24 09:40AM	Is Bank7 (BSVN) Stock Outpacing Its Finance Peers This Year? (Zacks)
Aug-16-24 09:40AM	Are Finance Stocks Lagging Bank7 (BSVN) This Year? (Zacks)
Aug-07-24 12:45PM	Is Bank7 (BSVN) a Solid Growth Stock? 3 Reasons to Think "Yes" (Zacks)
Aug-06-24 09:55AM	Here's Why Bank7 (BSVN) Could be Great Choice for a Bottom Fisher (Zacks)
Aug-05-24 09:40AM	Should Value Investors Buy Bank7 (BSVN) Stock? (Zacks)
Jul-26-24 09:00AM	Bank7 Corp. Announces a 14.2% Quarterly Dividend Increase; Its Fifth Consecutive Annual Dividend Increase (PR Newswire)
Jul-22-24 12:45PM	Bank7 (BSVN) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Jul-15-24 12:20PM	Surging Earnings Estimates Signal Upside for Bank7 (BSVN) Stock (Zacks) +6.53%
Jul-12-24 08:01AM	Bank7 Corp. (NASDAQ:BSVN) Q2 2024 Earnings Call Transcript (Insider Monkey)
01:35AM	Q2 2024 Bank7 Corp Earnings Call (Thomson Reuters StreetEvents)
Jul-11-24 12:52PM	BSVN Stock Earnings: Bank7 Beats EPS, Beats Revenue for Q2 2024 (InvestorPlace) +5.58%
09:45AM	Bank7 (BSVN) Q2 Earnings and Revenues Surpass Estimates (Zacks)
08:45AM	Bank7: Q2 Earnings Snapshot (Associated Press Finance)
08:00AM	Bank7 Corp. Announces Q2 2024 Earnings (PR Newswire)
Jul-03-24 09:00AM	Bank7 Corp. Announces Second Quarter 2024 Earnings Conference Call (PR Newswire)
Jun-21-24 05:32AM	Strength Seen in Bank7 (BSVN): Can Its 6.0% Jump Turn into More Strength? (Zacks)
Jun-06-24 09:00AM	Bank7 Corp. Declares Quarterly Cash Dividend on Common Stock (PR Newswire)
May-20-24 09:40AM	Are Investors Undervaluing Bank7 (BSVN) Right Now? (Zacks)
09:40AM	Are Finance Stocks Lagging Bank7 (BSVN) This Year? (Zacks)
May-02-24 09:55AM	Wall Street Analysts Think Bank7 (BSVN) Could Surge 26.99%: Read This Before Placing a Bet (Zacks)
09:40AM	Is Bank7 (BSVN) Stock Undervalued Right Now? (Zacks)
Apr-16-24 09:55AM	Wall Street Analysts Believe Bank7 (BSVN) Could Rally 25.48%: Here's is How to Trade (Zacks)
09:40AM	Should Value Investors Buy Bank7 (BSVN) Stock? (Zacks)
09:40AM	Is Bank7 (BSVN) Stock Outpacing Its Finance Peers This Year? (Zacks)
08:34AM	Bank7 Corp. (NASDAQ:BSVN) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-13-24 03:03AM	Bank7 Corp (BSVN) Q1 2024 Earnings Call Transcript Highlights: Record Performance Amidst ... (GuruFocus.com)
Apr-12-24 12:52PM	BSVN Stock Earnings: Bank7 Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)

Bank7 Corp. is bank holding company, which engages in the provision of banking solutions. The company was founded by William Brad Haines in 2004 and is headquartered in Oklahoma City, OK.

Executive Chairman of the BoardMr. William Bradford Haines

PresidentMr. Thomas L. Travis

Executive VP & Chief Credit OfficerMr. Jason E. Estes

Executive VP & CFOMr. Kelly J. Harris CPA

Senior EVPMr. John T. Phillips

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Travis Thomas L	President & CEO	Jul 22 '26	Sale	48.01	6,500	312,068	265,601	Jul 23 09:03 AM
Estes Jason E	Exec. Vice President; CCO	Jul 21 '26	Option Exercise	14.31	1,250	17,888	105,123	Jul 23 09:01 AM
Estes Jason E	Exec. Vice President; CCO	Jul 21 '26	Sale	49.51	3,225	159,658	101,898	Jul 23 09:01 AM
Estes Jason E	Exec. Vice President; CCO	Jul 22 '26	Sale	48.25	1,824	88,011	100,074	Jul 23 09:01 AM
Travis Thomas L	Officer	Jul 22 '26	Proposed Sale	48.01	6,500	312,068		Jul 22 04:31 PM
Estes Jason E	Officer	Jul 21 '26	Proposed Sale	49.51	5,049	249,957		Jul 21 04:26 PM
Haines Douglas A	Reg. Pres. of West. OK & KS	May 28 '26	Sale	44.07	1,000	44,074	16,647	May 29 01:46 PM
Mathews Darrell Lee Jr.	Executive Vice President	May 05 '26	Sale	43.00	1,000	43,002	6,497	May 06 05:16 PM
Mathews Darrell Lee Jr.	Officer	May 05 '26	Proposed Sale	43.00	2,750	118,255		May 05 04:35 PM
Travis Thomas L	President & CEO	Mar 09 '26	Sale	40.00	6,000	240,000	272,101	Mar 09 04:39 PM
Travis Thomas L	Officer	Mar 09 '26	Proposed Sale	42.00	6,000	252,000		Mar 09 04:12 PM
Harris Kelly J	EVP; CFO	Feb 04 '26	Sale	45.75	4,500	205,867	12,756	Feb 05 05:02 PM
Harris Kelly J	Officer	Feb 04 '26	Proposed Sale	45.50	4,500	204,750		Feb 04 04:15 PM
Harris Kelly J	EVP; CFO	Sep 03 '25	Sale	48.38	3,312	160,244	17,583	Sep 04 04:05 PM
Harris Kelly J	EVP; CFO	Sep 02 '25	Sale	49.28	1,688	83,184	20,895	Sep 04 04:05 PM
Harris Kelly J	Officer	Sep 02 '25	Proposed Sale	49.28	5,000	246,398		Sep 02 05:28 PM
Travis Thomas L	President & CEO	Aug 26 '25	Sale	49.36	13,084	645,782	286,293	Aug 27 04:28 PM
Travis Thomas L	Officer	Aug 26 '25	Proposed Sale	49.36	13,084	645,782		Aug 26 04:35 PM
Estes Jason E	Exec. Vice President; CCO	Jul 24 '25	Sale	47.58	1,879	89,398	75,961	Jul 24 04:41 PM

CRWV

CoreWeave Inc

IOT

Samsara Inc

UTHR

United Therapeutics Corp

SNEX

StoneX Group Inc

STT

State Street Corp

BSVN

Bank7 Corp

Upgrade your Finviz experience