Index RUT P/E 30.59 EPS (ttm) 1.70 Insider Own 2.11% Shs Outstand 30.82M Perf Week 2.20%
Market Cap 1.59B Forward P/E 20.18 EPS next Y 2.58 Insider Trans -12.24% Shs Float 29.92M Perf Month 17.17%
Income 53.31M PEG 2.78 EPS next Q 0.51 Inst Own 100.61% Short Float 4.01% Perf Quarter 16.20%
Sales 530.25M P/S 3.00 EPS this Y -0.45% Inst Trans -2.72% Short Ratio 9.18 Perf Half Y 36.35%
Book/sh 17.01 P/B 3.06 EPS next Y 16.59% ROA 7.20% Short Interest 1.20M Perf Year 21.81%
Cash/sh 5.31 P/C 9.78 EPS next 5Y 11.00% ROE 10.30% 52W Range 35.50 - 52.28 Perf YTD 18.86%
Dividend Est. - P/FCF 19.45 EPS past 5Y 6.70% ROI 8.70% 52W High -0.55% Beta 0.59
Dividend TTM 0.16 (0.31%) Quick Ratio 2.71 Sales past 5Y 3.87% Gross Margin 34.73% 52W Low 46.44% ATR (14) 1.14
Dividend Ex-Date Jun 28, 2024 Current Ratio 3.32 EPS Y/Y TTM -5.59% Oper. Margin 14.17% RSI (14) 72.69 Volatility 2.08% 2.36%
Employees 4081 Debt/Eq 0.18 Sales Y/Y TTM -9.39% Profit Margin 10.05% Recom 3.00 Target Price 45.67
Option/Short Yes / Yes LT Debt/Eq 0.18 EPS Q/Q -37.62% Payout 8.35% Rel Volume 0.85 Prev Close 51.10
Sales Surprise -0.79% EPS Surprise 15.20% Sales Q/Q -13.90% Earnings May 01 BMO Avg Volume 130.83K Price 51.99
SMA20 9.23% SMA50 12.60% SMA200 20.61% Trades
Volume 110,665 Change 1.74%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-07-24 Reiterated TD Cowen
Market Perform
$38 → $46
Feb-07-24 Downgrade Sidoti
Buy → Neutral
$46
Nov-22-22 Initiated Jefferies
Hold
$44
Jul-13-22 Upgrade Sidoti
Neutral → Buy
$43
Jun-02-22 Downgrade Sidoti
Buy → Neutral
$43
Jan-31-22 Upgrade Sidoti
Neutral → Buy
$40
Oct-14-21 Downgrade Cowen
Outperform → Market Perform
$40 → $34
Oct-11-19 Initiated Stephens
Equal-Weight
May-22-19 Initiated Cowen
Outperform
$34
Jul-29-15 Downgrade Gabelli & Co
Buy → Hold
Nov-30-12 Initiated KeyBanc Capital Mkts
Hold
Oct-13-11 Initiated Barrington Research
Outperform
$12
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CTS Corp. engages in the design and manufacture of sensors, connectivity components, and actuators. Its products include controls, pedals, piezo sensing products, sensors, switches, transducers, electromagnetic and radio frequency interference filters, capacitors, frequency control, resistors, piezo microactuators, and rotary microactuators. The company was founded by A. J. Briggs, George A. Briggs, and S. A. Buffington in 1896 and is headquartered in Lisle, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
O'SULLIVAN KIERAN M President & CEO May 01 '24 Sale 47.11 27,905 1,314,630 455,643 May 01 05:19 PM Agrawal Ashish CFO May 01 '24 Sale 47.03 4,495 211,411 120,278 May 01 04:46 PM O'SULLIVAN KIERAN M President & CEO Apr 30 '24 Sale 47.02 9,771 459,396 483,548 May 01 05:19 PM Agrawal Ashish CFO Apr 30 '24 Sale 47.01 1,600 75,209 124,773 May 01 04:46 PM O'SULLIVAN KIERAN M President & CEO Apr 29 '24 Sale 47.00 6,179 290,413 493,319 May 01 05:19 PM Agrawal Ashish CFO Apr 29 '24 Sale 47.00 1,604 75,388 126,373 May 01 04:46 PM O'SULLIVAN KIERAN M President & CEO Apr 11 '24 Sale 47.00 2,064 97,008 499,498 Apr 15 11:03 AM Agrawal Ashish CFO Apr 11 '24 Sale 47.00 800 37,600 127,977 Apr 15 11:19 AM O'SULLIVAN KIERAN M President & CEO Apr 01 '24 Sale 47.00 75 3,525 501,562 Apr 03 09:42 AM O'SULLIVAN KIERAN M President & CEO Mar 28 '24 Sale 47.13 14,976 705,778 501,637 Apr 01 03:35 PM Agrawal Ashish CFO Mar 28 '24 Sale 47.10 4,504 212,138 128,777 Apr 01 03:40 PM Agrawal Ashish CFO Feb 06 '24 Sale 47.00 11,997 563,859 113,457 Feb 07 04:04 PM O'SULLIVAN KIERAN M President & CEO Feb 06 '24 Sale 47.02 4,030 189,506 465,850 Feb 07 03:57 PM
Index - P/E 7.99 EPS (ttm) 33.87 Insider Own 1.84% Shs Outstand 27.40M Perf Week 4.03%
Market Cap 7.41B Forward P/E 7.90 EPS next Y 34.23 Insider Trans -0.07% Shs Float 26.90M Perf Month 3.90%
Income 934.80M PEG 2.35 EPS next Q 7.73 Inst Own 105.10% Short Float 9.94% Perf Quarter -10.89%
Sales 32.62B P/S 0.23 EPS this Y -22.95% Inst Trans 1.07% Short Ratio 10.84 Perf Half Y 4.59%
Book/sh 230.96 P/B 1.17 EPS next Y 20.54% ROA 4.84% Short Interest 2.67M Perf Year 25.15%
Cash/sh 14.76 P/C 18.32 EPS next 5Y 3.40% ROE 15.86% 52W Range 207.08 - 331.96 Perf YTD -17.86%
Dividend Est. 2.06 (0.76%) P/FCF - EPS past 5Y 27.30% ROI 6.46% 52W High -18.52% Beta 1.64
Dividend TTM 2.03 (0.75%) Quick Ratio 0.28 Sales past 5Y 23.66% Gross Margin 15.77% 52W Low 30.62% ATR (14) 8.67
Dividend Ex-Date May 09, 2024 Current Ratio 1.17 EPS Y/Y TTM -17.19% Oper. Margin 5.08% RSI (14) 53.51 Volatility 3.18% 3.03%
Employees 27446 Debt/Eq 2.08 Sales Y/Y TTM 14.47% Profit Margin 2.87% Recom 1.94 Target Price 313.61
Option/Short Yes / Yes LT Debt/Eq 1.28 EPS Q/Q -29.16% Payout 5.29% Rel Volume 1.44 Prev Close 274.95
Sales Surprise -0.37% EPS Surprise -19.83% Sales Q/Q 22.77% Earnings Apr 24 BMO Avg Volume 246.67K Price 270.48
SMA20 3.73% SMA50 -1.79% SMA200 -5.31% Trades
Volume 355,814 Change -1.63%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Initiated Evercore ISI
Outperform
$400
Oct-31-23 Downgrade JP Morgan
Overweight → Neutral
$295
Jan-13-23 Downgrade Wells Fargo
Overweight → Equal Weight
$212 → $233
Dec-13-22 Resumed Citigroup
Neutral
$245
Jan-18-22 Initiated Wells Fargo
Overweight
$345
May-21-21 Upgrade BofA Securities
Neutral → Buy
$420 → $460
Feb-10-21 Downgrade Morgan Stanley
Equal-Weight → Underweight
$310
Dec-21-20 Initiated Goldman
Neutral
$312
Dec-09-20 Initiated Citigroup
Neutral
$320
Dec-07-20 Downgrade Morgan Stanley
Overweight → Equal-Weight
$315
Oct-19-20 Initiated Seaport Global Securities
Buy
$305
Aug-27-20 Reiterated The Benchmark Company
Buy
$240 → $285
Feb-24-20 Upgrade Buckingham Research
Neutral → Buy
$144 → $155
Jan-09-20 Initiated The Benchmark Company
Buy
$185
Jul-08-19 Downgrade Buckingham Research
Buy → Neutral
May-31-19 Initiated Longbow
Buy
Apr-26-19 Downgrade BofA/Merrill
Buy → Neutral
$102 → $115
Apr-25-19 Upgrade Stephens
Equal-Weight → Overweight
Feb-19-19 Initiated JP Morgan
Overweight
$112
Feb-13-19 Initiated Seaport Global Securities
Buy
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(Morningstar Research) -6.11%
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(Morningstar Research) -6.68%
Dec-21-23 08:11PM
12:00PM
(The Wall Street Journal)
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(Morningstar Research) -6.06%
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Lithia Motors, Inc. engages in the operation of automotive franchises and retail of new and used vehicles. It operates through the following segments: Domestic, Import and Luxury. The Domestic segment consists of retail automotive franchises that sell new vehicles manufactured by Chrysler, General Motors, and Ford. The Import segment consists of automotive franchises that sell new vehicles manufactured by Honda, Toyota, Subaru, Nissan, and Volkswagen. The Luxury segment includes retail automotive franchises that sell new vehicles manufactured by BMW, Mercedes-Benz, and Lexus. The company was founded by Walt DeBoer and Sidney B. DeBoer in 1946 and is headquartered in Medford, OR.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
McIntyre Shauna Director May 01 '24 Sale 254.42 138 35,110 2,228 May 01 05:19 PM McIntyre Shauna Director Feb 16 '24 Sale 297.84 135 40,208 1,662 Feb 20 04:55 PM McIntyre Shauna Director Nov 20 '23 Sale 275.00 90 24,750 1,797 Nov 20 09:06 PM DEBOER SIDNEY B Director Aug 30 '23 Sale 310.59 5,000 1,552,966 21,919 Aug 31 05:29 PM McIntyre Shauna Director Aug 25 '23 Sale 299.00 164 49,036 1,887 Aug 28 07:36 PM DEBOER BRYAN B Chief Executive Officer Aug 03 '23 Sale 302.16 5,962 1,801,450 225,429 Aug 03 05:39 PM DEBOER BRYAN B Chief Executive Officer Jul 31 '23 Sale 309.45 17,281 5,347,613 231,391 Jul 31 06:41 PM Miller Tina Chief Financial Officer Jul 31 '23 Sale 310.00 2,000 620,000 11,622 Jul 31 06:41 PM DEBOER BRYAN B Chief Executive Officer Jul 28 '23 Sale 308.47 8,815 2,719,119 248,672 Jul 31 06:41 PM Holzshu Chris Chief Operating Officer Jul 28 '23 Sale 308.40 7,631 2,353,408 42,295 Jul 31 06:42 PM Holzshu Chris Chief Operating Officer Jul 27 '23 Sale 310.29 3,584 1,112,095 49,926 Jul 31 06:42 PM Stork David Chief Administrative Officer Jul 27 '23 Sale 312.75 325 101,642 3,355 Jul 31 06:43 PM McIntyre Shauna Director Jun 06 '23 Sale 248.23 200 49,646 2,051 Jun 06 06:08 PM
Index S&P 500 P/E 38.75 EPS (ttm) 2.33 Insider Own 1.61% Shs Outstand 601.10M Perf Week 5.96%
Market Cap 54.33B Forward P/E 28.95 EPS next Y 3.11 Insider Trans -4.18% Shs Float 592.92M Perf Month 0.12%
Income 1.41B PEG 4.11 EPS next Q 0.69 Inst Own 83.23% Short Float 1.62% Perf Quarter 4.79%
Sales 6.14B P/S 8.84 EPS this Y 10.43% Inst Trans -0.08% Short Ratio 2.89 Perf Half Y 39.57%
Book/sh 11.82 P/B 7.63 EPS next Y 12.34% ROA 15.38% Short Interest 9.63M Perf Year 1.39%
Cash/sh 2.82 P/C 31.94 EPS next 5Y 9.44% ROE 21.59% 52W Range 60.57 - 96.12 Perf YTD 18.24%
Dividend Est. - P/FCF 200.19 EPS past 5Y 15.35% ROI 18.14% 52W High -6.20% Beta 1.11
Dividend TTM - Quick Ratio 2.67 Sales past 5Y 10.28% Gross Margin 76.11% 52W Low 48.85% ATR (14) 2.11
Dividend Ex-Date - Current Ratio 3.75 EPS Y/Y TTM -3.43% Oper. Margin 27.71% RSI (14) 58.41 Volatility 2.27% 2.27%
Employees 19800 Debt/Eq 0.10 Sales Y/Y TTM 11.68% Profit Margin 23.01% Recom 2.03 Target Price 96.55
Option/Short Yes / Yes LT Debt/Eq 0.09 EPS Q/Q 4.50% Payout 0.00% Rel Volume 0.90 Prev Close 86.46
Sales Surprise 1.80% EPS Surprise 2.66% Sales Q/Q 9.50% Earnings Apr 25 AMC Avg Volume 3.33M Price 90.16
SMA20 4.60% SMA50 0.31% SMA200 15.09% Trades
Volume 2,992,181 Change 4.28%
Date
Action
Analyst
Rating Change
Price Target Change
May-14-24 Upgrade Deutsche Bank
Hold → Buy
Mar-07-24 Upgrade BofA Securities
Neutral → Buy
Feb-02-24 Upgrade Wells Fargo
Equal Weight → Overweight
$94
Jan-04-24 Downgrade Evercore ISI
Outperform → In-line
$80 → $77
Dec-11-23 Downgrade Citigroup
Buy → Neutral
Nov-28-23 Downgrade Wolfe Research
Peer Perform → Underperform
$57
Sep-26-23 Upgrade Oppenheimer
Perform → Outperform
$90
Jul-19-23 Initiated Robert W. Baird
Outperform
$107
May-30-23 Resumed Morgan Stanley
Overweight
$102
Mar-29-23 Initiated UBS
Neutral
$84
Mar-08-23 Downgrade Wells Fargo
Overweight → Equal Weight
$97 → $78
Feb-06-23 Downgrade Raymond James
Outperform → Mkt Perform
Jan-31-23 Downgrade Bernstein
Outperform → Underperform
$95 → $66
Jan-30-23 Downgrade Piper Sandler
Overweight → Neutral
$95 → $80
Dec-06-22 Downgrade Stifel
Buy → Hold
$95 → $75
Oct-28-22 Downgrade Oppenheimer
Outperform → Perform
Oct-26-22 Initiated Mizuho
Buy
$100
Oct-18-22 Initiated Barclays
Overweight
$96
Oct-12-22 Initiated Jefferies
Buy
$110
Jul-29-22 Downgrade Canaccord Genuity
Buy → Hold
$115 → $106
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Edwards Lifesciences Corp. engages in patient-focused medical innovations for heart disease and critical care monitoring. Its products are categorized into four main areas: Transcatheter Aortic Valve Replacement, Transcatheter Mitral and Tricuspid Therapies, Surgical Structural Heart, and Critical Care. It operates through the following geographical segments: United States, Europe, Japan, and Rest of World. The company was founded by Miles Lowell Edwards in 1958 and is headquartered in Irvine, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BOBO DONALD E JR CVP,Strategy/Corp Development May 10 '24 Option Exercise 45.28 5,000 226,384 52,750 May 13 05:45 PM BOBO DONALD E JR CVP,Strategy/Corp Development May 10 '24 Sale 87.81 5,000 439,038 47,750 May 13 05:45 PM Lippis Daniel J. CVP, JAPAC May 07 '24 Option Exercise 36.75 857 31,495 25,333 May 09 07:40 PM Lippis Daniel J. CVP, JAPAC May 07 '24 Sale 85.60 857 73,359 23,890 May 09 07:40 PM Zovighian Bernard J CEO May 06 '24 Buy 85.74 580 49,753 3,268 May 07 05:53 PM Chopra Daveen CVP, TMTT May 04 '24 Option Exercise 0.00 4,713 0 27,172 May 06 07:17 PM BOBO DONALD E JR CVP,Strategy/Corp Development May 04 '24 Option Exercise 0.00 5,855 0 45,144 May 06 07:16 PM Ullem Scott B. CVP, Chief Financial Officer May 04 '24 Option Exercise 0.00 7,465 0 25,905 May 06 07:18 PM Szyman Catherine M. CVP, Critical Care May 04 '24 Option Exercise 0.00 5,796 0 49,018 May 06 07:18 PM Lemercier Jean-Luc M CVP, EMEACLA and JAPAC May 04 '24 Option Exercise 0.00 4,157 0 177,969 May 06 07:18 PM Wood Larry L Global President TAVR & Surg May 04 '24 Option Exercise 0.00 6,675 0 220,022 May 06 07:17 PM Zovighian Bernard J CEO May 04 '24 Option Exercise 0.00 6,265 0 50,554 May 07 05:53 PM MUSSALLEM MICHAEL A Director May 02 '24 Option Exercise 36.75 29,350 1,078,612 33,836 May 02 06:05 PM MUSSALLEM MICHAEL A Director May 02 '24 Sale 84.77 29,350 2,487,966 4,486 May 02 06:05 PM Lemercier Jean-Luc M CVP, EMEACLA and JAPAC May 01 '24 Option Exercise 36.75 14,400 529,200 188,249 May 01 05:17 PM Lemercier Jean-Luc M CVP, EMEACLA and JAPAC May 01 '24 Sale 84.21 14,400 1,212,687 173,849 May 01 05:17 PM Ullem Scott B. CVP, Chief Financial Officer Apr 30 '24 Option Exercise 36.75 7,250 266,438 26,324 Apr 30 04:56 PM Ullem Scott B. CVP, Chief Financial Officer Apr 30 '24 Sale 85.80 7,250 622,062 19,074 Apr 30 04:56 PM Lippis Daniel J. CVP, JAPAC Apr 09 '24 Option Exercise 36.75 857 31,495 18,345 Apr 09 05:33 PM Lippis Daniel J. CVP, JAPAC Apr 09 '24 Sale 92.34 857 79,135 17,488 Apr 09 05:33 PM Lemercier Jean-Luc M CVP, EMEACLA Apr 08 '24 Option Exercise 36.75 14,400 529,200 188,249 Apr 08 05:10 PM BOBO DONALD E JR CVP,Strategy/Corp Development Apr 08 '24 Option Exercise 36.75 12,500 459,375 52,268 Apr 08 05:10 PM Lemercier Jean-Luc M CVP, EMEACLA Apr 08 '24 Sale 92.32 14,400 1,329,472 173,849 Apr 08 05:10 PM BOBO DONALD E JR CVP,Strategy/Corp Development Apr 08 '24 Sale 92.33 12,500 1,154,142 39,768 Apr 08 05:10 PM MUSSALLEM MICHAEL A Director Apr 04 '24 Option Exercise 36.75 29,350 1,078,612 33,836 Apr 04 06:26 PM MUSSALLEM MICHAEL A Director Apr 04 '24 Sale 92.42 29,350 2,712,418 4,486 Apr 04 06:26 PM Ullem Scott B. CVP, Chief Financial Officer Apr 01 '24 Option Exercise 36.75 7,255 266,621 26,329 Apr 01 06:55 PM Ullem Scott B. CVP, Chief Financial Officer Apr 01 '24 Sale 94.89 7,255 688,423 19,074 Apr 01 06:55 PM BOBO DONALD E JR CVP,Strategy/Corp Development Mar 13 '24 Option Exercise 36.75 14,500 532,875 54,003 Mar 13 05:44 PM BOBO DONALD E JR CVP,Strategy/Corp Development Mar 13 '24 Sale 91.01 14,500 1,319,696 39,503 Mar 13 05:44 PM Lemercier Jean-Luc M CVP, EMEACLA and JAPAC Mar 11 '24 Option Exercise 36.75 14,400 529,200 187,984 Mar 11 06:00 PM Lemercier Jean-Luc M CVP, EMEACLA and JAPAC Mar 11 '24 Sale 91.68 14,400 1,320,149 173,584 Mar 11 06:00 PM Lippis Daniel J. CVP, JAPAC Mar 07 '24 Option Exercise 36.75 1,715 63,026 18,928 Mar 07 06:22 PM Lippis Daniel J. CVP, JAPAC Mar 07 '24 Sale 90.98 1,715 156,031 17,213 Mar 07 06:22 PM MUSSALLEM MICHAEL A Director Mar 04 '24 Option Exercise 36.75 29,350 1,078,612 33,836 Mar 04 07:16 PM MUSSALLEM MICHAEL A Director Mar 04 '24 Sale 86.67 29,350 2,543,737 4,486 Mar 04 07:16 PM Ullem Scott B. CVP, Chief Financial Officer Feb 29 '24 Option Exercise 36.75 7,255 266,621 26,329 Feb 29 05:12 PM Ullem Scott B. CVP, Chief Financial Officer Feb 29 '24 Sale 85.59 7,255 620,923 19,074 Feb 29 05:12 PM GALLAHUE KIERAN Director Feb 23 '24 Option Exercise 36.86 7,056 260,107 10,757 Feb 26 05:52 PM GALLAHUE KIERAN Director Feb 23 '24 Sale 87.61 3,058 267,911 67,219 Feb 26 05:52 PM Chopra Daveen CVP, TMTT Feb 21 '24 Option Exercise 59.26 7,000 414,797 30,950 Feb 21 05:52 PM Chopra Daveen CVP, TMTT Feb 21 '24 Sale 86.74 8,200 711,272 22,750 Feb 21 05:52 PM Szyman Catherine M. CVP, Critical Care Feb 15 '24 Option Exercise 36.75 27,000 992,250 61,814 Feb 15 05:25 PM Szyman Catherine M. CVP, Critical Care Feb 15 '24 Sale 85.62 27,000 2,311,654 34,814 Feb 15 05:25 PM Szyman Catherine M. CVP, Critical Care Feb 13 '24 Option Exercise 36.75 20,000 735,000 54,814 Feb 15 05:25 PM BOBO DONALD E JR CVP,Strategy/Corp Development Feb 13 '24 Option Exercise 36.75 11,000 404,250 50,503 Feb 13 04:51 PM Szyman Catherine M. CVP, Critical Care Feb 13 '24 Sale 86.46 20,000 1,729,200 34,814 Feb 15 05:25 PM BOBO DONALD E JR CVP,Strategy/Corp Development Feb 13 '24 Sale 85.83 11,000 944,155 39,503 Feb 13 04:51 PM SELLERS ROBERT W.A. SVP, Corporate Controller Feb 12 '24 Option Exercise 36.75 12,210 448,718 25,297 Feb 12 05:44 PM SELLERS ROBERT W.A. SVP, Corporate Controller Feb 12 '24 Sale 87.00 12,210 1,062,270 13,087 Feb 12 05:44 PM STONE HEISZ LESLIE Director Feb 08 '24 Option Exercise 36.86 7,056 260,107 34,036 Feb 08 06:08 PM STONE HEISZ LESLIE Director Feb 08 '24 Sale 86.45 7,056 609,991 26,980 Feb 08 06:08 PM MUSSALLEM MICHAEL A Director Feb 05 '24 Option Exercise 36.75 29,350 1,078,612 33,836 Feb 05 06:37 PM MUSSALLEM MICHAEL A Director Feb 05 '24 Sale 87.49 29,350 2,567,754 4,486 Feb 05 06:37 PM Ullem Scott B. CVP, Chief Financial Officer Feb 01 '24 Option Exercise 36.75 7,255 266,621 26,503 Feb 01 05:52 PM Ullem Scott B. CVP, Chief Financial Officer Feb 01 '24 Sale 78.29 7,255 567,994 19,248 Feb 01 05:52 PM BOBO DONALD E JR CVP,Strategy/Corp Development Jan 12 '24 Option Exercise 36.75 10,000 367,500 49,503 Jan 12 05:36 PM BOBO DONALD E JR CVP,Strategy/Corp Development Jan 12 '24 Sale 75.67 10,000 756,700 39,503 Jan 12 05:36 PM MUSSALLEM MICHAEL A Director Jan 05 '24 Option Exercise 36.75 29,350 1,078,612 33,836 Jan 05 07:19 PM MUSSALLEM MICHAEL A Director Jan 05 '24 Sale 72.98 29,350 2,142,089 4,486 Jan 05 07:19 PM Ullem Scott B. CVP, Chief Financial Officer Dec 29 '23 Option Exercise 36.75 14,510 533,242 33,758 Dec 29 04:25 PM Ullem Scott B. CVP, Chief Financial Officer Dec 29 '23 Sale 76.55 14,510 1,110,794 19,248 Dec 29 04:25 PM Chopra Daveen CVP, TMTT Dec 15 '23 Option Exercise 59.26 7,000 414,797 30,950 Dec 15 05:22 PM Chopra Daveen CVP, TMTT Dec 15 '23 Sale 78.25 7,000 547,724 23,950 Dec 15 05:22 PM MUSSALLEM MICHAEL A Director Dec 13 '23 Option Exercise 36.75 29,350 1,078,612 33,836 Dec 13 07:04 PM Wood Larry L Global President TAVR & Surg Dec 13 '23 Option Exercise 45.28 8,658 392,006 222,452 Dec 13 07:04 PM BOBO DONALD E JR CVP,Strategy/Corp Development Dec 13 '23 Option Exercise 36.75 8,000 294,000 47,503 Dec 13 07:04 PM MUSSALLEM MICHAEL A Director Dec 13 '23 Sale 74.62 29,350 2,190,043 4,486 Dec 13 07:04 PM Wood Larry L Global President TAVR & Surg Dec 13 '23 Sale 71.86 8,658 622,164 213,794 Dec 13 07:04 PM BOBO DONALD E JR CVP,Strategy/Corp Development Dec 13 '23 Sale 71.86 8,000 574,880 39,503 Dec 13 07:04 PM Chopra Daveen CVP, TMTT Dec 06 '23 Option Exercise 59.26 3,500 207,398 27,450 Dec 06 05:01 PM Chopra Daveen CVP, TMTT Dec 06 '23 Sale 70.00 3,500 245,006 23,950 Dec 06 05:01 PM Wood Larry L Global President TAVR & Surg Nov 13 '23 Option Exercise 45.28 8,660 392,096 222,454 Nov 13 05:21 PM BOBO DONALD E JR CVP,Strategy/Corp Development Nov 13 '23 Option Exercise 36.75 6,000 220,500 45,503 Nov 13 05:21 PM Wood Larry L Global President TAVR & Surg Nov 13 '23 Sale 65.30 8,660 565,460 213,794 Nov 13 05:21 PM BOBO DONALD E JR CVP,Strategy/Corp Development Nov 13 '23 Sale 65.30 6,000 391,780 39,503 Nov 13 05:21 PM MUSSALLEM MICHAEL A Director Nov 03 '23 Option Exercise 36.75 29,350 1,078,612 33,836 Nov 06 06:33 PM MUSSALLEM MICHAEL A Director Nov 03 '23 Sale 67.18 29,350 1,971,733 4,486 Nov 06 06:33 PM Ullem Scott B. CVP, Chief Financial Officer Oct 31 '23 Option Exercise 36.75 7,255 266,621 26,503 Oct 31 05:22 PM Ullem Scott B. CVP, Chief Financial Officer Oct 31 '23 Sale 62.66 7,255 454,569 19,248 Oct 31 05:22 PM Wood Larry L Global President TAVR & Surg Oct 13 '23 Option Exercise 45.28 8,660 392,096 222,454 Oct 13 05:02 PM BOBO DONALD E JR CVP,Strategy/Corp Development Oct 13 '23 Option Exercise 36.75 5,000 183,750 44,503 Oct 13 05:01 PM Wood Larry L Global President TAVR & Surg Oct 13 '23 Sale 70.00 8,660 606,198 213,794 Oct 13 05:02 PM BOBO DONALD E JR CVP,Strategy/Corp Development Oct 13 '23 Sale 69.98 5,000 349,909 39,503 Oct 13 05:01 PM Szyman Catherine M. CVP, Critical Care Oct 10 '23 Option Exercise 36.75 5,000 183,750 39,814 Oct 10 06:23 PM Szyman Catherine M. CVP, Critical Care Oct 10 '23 Sale 72.68 5,000 363,400 34,814 Oct 10 06:23 PM Chopra Daveen CVP, TMTT Oct 03 '23 Option Exercise 59.26 8,500 503,682 32,450 Oct 03 04:58 PM Chopra Daveen CVP, TMTT Oct 03 '23 Sale 70.00 8,500 595,000 23,950 Oct 03 04:58 PM MUSSALLEM MICHAEL A Director Oct 02 '23 Option Exercise 36.75 29,350 1,078,612 33,836 Oct 02 06:51 PM MUSSALLEM MICHAEL A Director Oct 02 '23 Sale 68.84 29,350 2,020,454 4,486 Oct 02 06:51 PM Ullem Scott B. CVP, Chief Financial Officer Sep 29 '23 Option Exercise 36.75 7,255 266,621 26,503 Sep 29 04:49 PM Ullem Scott B. CVP, Chief Financial Officer Sep 29 '23 Sale 69.54 7,255 504,527 19,248 Sep 29 04:49 PM Wood Larry L Global President TAVR & Surg Sep 14 '23 Option Exercise 45.28 8,660 392,096 222,454 Sep 14 08:00 PM BOBO DONALD E JR CVP,Strategy/Corp Development Sep 14 '23 Option Exercise 36.75 4,500 165,375 44,003 Sep 14 08:00 PM Wood Larry L Global President TAVR & Surg Sep 14 '23 Sale 73.63 8,660 637,615 213,794 Sep 14 08:00 PM BOBO DONALD E JR CVP,Strategy/Corp Development Sep 14 '23 Sale 73.71 4,500 331,695 39,503 Sep 14 08:00 PM Szyman Catherine M. CVP, Critical Care Sep 08 '23 Option Exercise 36.75 5,000 183,750 39,814 Sep 08 05:29 PM Szyman Catherine M. CVP, Critical Care Sep 08 '23 Sale 76.00 5,000 380,000 34,814 Sep 08 05:29 PM Chopra Daveen CVP, TMTT Sep 06 '23 Option Exercise 59.26 8,500 503,682 32,450 Sep 06 05:09 PM Chopra Daveen CVP, TMTT Sep 06 '23 Sale 76.07 8,500 646,609 23,950 Sep 06 05:09 PM
Index - P/E 27.10 EPS (ttm) 15.55 Insider Own 0.83% Shs Outstand 47.70M Perf Week 3.15%
Market Cap 20.06B Forward P/E 18.70 EPS next Y 22.54 Insider Trans -21.23% Shs Float 47.21M Perf Month 12.59%
Income 773.30M PEG 1.81 EPS next Q 5.84 Inst Own 91.11% Short Float 1.31% Perf Quarter 21.28%
Sales 5.01B P/S 4.00 EPS this Y 28.82% Inst Trans -0.78% Short Ratio 2.07 Perf Half Y 56.10%
Book/sh 60.07 P/B 7.01 EPS next Y 12.71% ROA 11.90% Short Interest 0.62M Perf Year 97.40%
Cash/sh 11.61 P/C 36.29 EPS next 5Y 15.00% ROE 27.68% 52W Range 205.10 - 420.60 Perf YTD 34.86%
Dividend Est. 3.30 (0.78%) P/FCF 16.11 EPS past 5Y 21.40% ROI 16.29% 52W High 0.18% Beta 0.91
Dividend TTM 3.30 (0.78%) Quick Ratio 2.61 Sales past 5Y 1.71% Gross Margin 34.26% 52W Low 105.44% ATR (14) 9.28
Dividend Ex-Date May 17, 2024 Current Ratio 2.95 EPS Y/Y TTM -2.05% Oper. Margin 22.19% RSI (14) 70.83 Volatility 1.96% 2.31%
Employees 11200 Debt/Eq 0.80 Sales Y/Y TTM -20.17% Profit Margin 15.44% Recom 1.86 Target Price 450.00
Option/Short Yes / Yes LT Debt/Eq 0.66 EPS Q/Q 101.75% Payout 23.61% Rel Volume 0.95 Prev Close 418.92
Sales Surprise 10.08% EPS Surprise 31.93% Sales Q/Q -7.06% Earnings Apr 25 AMC Avg Volume 298.27K Price 421.35
SMA20 7.18% SMA50 9.67% SMA200 35.07% Trades
Volume 282,479 Change 0.58%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-03-24 Initiated Goldman
Buy
$455
Sep-26-23 Downgrade Jefferies
Buy → Hold
$325 → $290
Oct-14-22 Upgrade Credit Suisse
Neutral → Outperform
$363
Apr-05-22 Initiated Credit Suisse
Neutral
$275
Jun-30-21 Upgrade Northcoast
Neutral → Buy
$230
Apr-12-21 Downgrade Longbow
Buy → Neutral
Mar-25-21 Upgrade Loop Capital
Hold → Buy
$160 → $184
Nov-13-20 Downgrade Loop Capital
Buy → Hold
$140
Jun-26-20 Upgrade Loop Capital
Hold → Buy
$126 → $140
Jun-19-20 Upgrade BMO Capital Markets
Market Perform → Outperform
$135 → $150
May-28-20 Initiated Credit Suisse
Outperform
$146
Apr-17-20 Initiated Jefferies
Buy
$150
Jan-14-20 Initiated Berenberg
Buy
$191
Jan-07-20 Initiated Loop Capital
Hold
$178
Jul-08-19 Downgrade Buckingham Research
Buy → Neutral
$148
Dec-17-18 Upgrade Oppenheimer
Perform → Outperform
Nov-13-18 Upgrade Longbow
Neutral → Buy
Oct-01-18 Reiterated SunTrust
Buy
$132 → $135
Sep-05-17 Initiated Buckingham Research
Buy
$115
Jul-11-17 Resumed FBR & Co.
Outperform
$125
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Carlisle Cos., Inc. engages in the design, manufacture, and distribution of building envelope products and energy solutions. It operates through the Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT) segments. The CCM segment produces single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer ("EPDM"), thermoplastic polyolefin ("TPO") and polyvinyl chloride ("PVC") membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. The CWT segment produces spray polyurethane foam technologies, architectural metal, heating, ventilation and air conditioning (HVAC) hardware and sealants, below-grade waterproofing, and air and vapor barrier systems focused on the weatherproofing and thermal performance of the building envelope. The company was founded by Charles S. Moomy in 1917 and is headquartered in Scottsdale, AZ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SMITH DAVID W VP, Sustainability May 06 '24 Option Exercise 151.16 2,037 307,920 3,839 May 06 02:25 PM SMITH DAVID W VP, Sustainability May 06 '24 Sale 405.58 2,037 826,166 2,834 May 06 02:25 PM ALDRICH STEPHEN VP & Chief Accounting Officer May 03 '24 Option Exercise 110.79 1,095 121,315 2,719 May 06 02:28 PM ALDRICH STEPHEN VP & Chief Accounting Officer May 03 '24 Sale 397.50 1,095 435,262 1,624 May 06 02:28 PM KOCH D CHRISTIAN Chair, President & CEO Feb 22 '24 Option Exercise 161.41 719 116,054 87,371 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 22 '24 Sale 350.00 719 251,650 86,652 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 21 '24 Option Exercise 161.41 36,947 5,963,615 123,599 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 21 '24 Sale 347.54 36,947 12,840,560 86,652 Feb 22 04:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 16 '24 Option Exercise 161.41 16,800 2,711,688 103,452 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 16 '24 Sale 347.56 16,800 5,839,008 86,652 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 15 '24 Option Exercise 161.41 6,454 1,041,740 93,106 Feb 20 01:20 PM KOCH D CHRISTIAN Chair, President & CEO Feb 15 '24 Sale 347.53 6,454 2,242,928 86,652 Feb 20 01:20 PM Selbach Scott C Exec VP, Secy & Gen Counsel Feb 08 '24 Option Exercise 157.35 22,519 3,543,391 90,147 Feb 12 01:40 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Option Exercise 167.86 8,101 1,359,860 7,812 Feb 12 02:45 PM Schwar Stephen President, CCM Feb 08 '24 Option Exercise 93.80 4,000 375,202 10,186 Feb 12 02:04 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Option Exercise 174.37 795 138,624 1,000 Feb 12 02:45 PM SMITH DAVID W VP, Sustainability Feb 08 '24 Option Exercise 110.37 700 77,259 3,392 Feb 12 01:50 PM Selbach Scott C Exec VP, Secy & Gen Counsel Feb 08 '24 Sale 341.02 22,519 7,679,416 81,427 Feb 12 01:40 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Sale 339.64 8,101 2,751,390 5,212 Feb 12 02:45 PM Berlin John E President, CIT Feb 08 '24 Sale 337.42 6,319 2,132,174 25,320 Feb 12 01:11 PM Schwar Stephen President, CCM Feb 08 '24 Sale 339.98 4,000 1,359,936 8,936 Feb 12 02:04 PM Snyder Lori A V. P., Human Resources Feb 08 '24 Sale 337.33 795 268,178 655 Feb 12 02:45 PM SMITH DAVID W VP, Sustainability Feb 08 '24 Sale 338.54 700 236,978 2,834 Feb 12 01:50 PM Snyder Lori A V. P., Human Resources Jul 28 '23 Option Exercise 110.79 300 33,237 848 Jul 31 08:07 PM Berlin John E President, CIT Jul 28 '23 Sale 275.99 3,966 1,094,576 30,102 Jul 31 07:22 PM Snyder Lori A V. P., Human Resources Jul 28 '23 Sale 277.37 300 83,211 548 Jul 31 08:07 PM
Index S&P 500 P/E 26.87 EPS (ttm) 3.15 Insider Own 0.07% Shs Outstand 1.33B Perf Week 3.89%
Market Cap 112.49B Forward P/E 15.55 EPS next Y 5.45 Insider Trans -3.78% Shs Float 1.33B Perf Month 6.90%
Income 4.20B PEG 7.72 EPS next Q 1.45 Inst Own 85.36% Short Float 1.06% Perf Quarter 1.24%
Sales 32.32B P/S 3.48 EPS this Y -1.77% Inst Trans 1.45% Short Ratio 2.29 Perf Half Y 17.54%
Book/sh 38.95 P/B 2.18 EPS next Y 4.87% ROA 4.54% Short Interest 14.03M Perf Year -5.14%
Cash/sh 6.27 P/C 13.52 EPS next 5Y 3.48% ROE 8.14% 52W Range 68.84 - 91.00 Perf YTD 2.84%
Dividend Est. 2.64 (3.12%) P/FCF 22.81 EPS past 5Y 4.43% ROI 5.53% 52W High -6.90% Beta 0.85
Dividend TTM 2.76 (3.26%) Quick Ratio 1.71 Sales past 5Y 0.64% Gross Margin 60.32% 52W Low 23.07% ATR (14) 1.18
Dividend Ex-Date Mar 21, 2024 Current Ratio 2.30 EPS Y/Y TTM 3.59% Oper. Margin 18.50% RSI (14) 65.56 Volatility 1.07% 1.34%
Employees 95000 Debt/Eq 0.49 Sales Y/Y TTM 5.03% Profit Margin 13.00% Recom 2.35 Target Price 93.50
Option/Short Yes / Yes LT Debt/Eq 0.47 EPS Q/Q 8.21% Payout 96.47% Rel Volume 1.01 Prev Close 84.30
Sales Surprise 1.71% EPS Surprise 3.04% Sales Q/Q 4.68% Earnings May 23 BMO Avg Volume 6.14M Price 84.72
SMA20 4.45% SMA50 2.25% SMA200 4.37% Trades
Volume 6,227,066 Change 0.50%
Date
Action
Analyst
Rating Change
Price Target Change
Jul-19-23 Initiated Robert W. Baird
Neutral
$90
Jun-30-23 Initiated CL King
Buy
$106
May-30-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$104
Apr-24-23 Upgrade Wells Fargo
Equal Weight → Overweight
$77 → $100
Mar-29-23 Downgrade UBS
Buy → Sell
$127 → $79
Jan-09-23 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$102 → $89
Nov-23-22 Downgrade Oppenheimer
Outperform → Perform
$106 → $85
Nov-23-22 Downgrade Citigroup
Buy → Neutral
$108 → $85
Nov-16-22 Downgrade Deutsche Bank
Buy → Hold
$85
Oct-18-22 Initiated Barclays
Equal Weight
$90
Oct-13-22 Initiated Mizuho
Buy
$100
Oct-12-22 Initiated Jefferies
Hold
$87
Aug-24-22 Downgrade Raymond James
Outperform → Mkt Perform
Jul-06-22 Initiated Wolfe Research
Underperform
$85
Jun-01-22 Downgrade Atlantic Equities
Overweight → Neutral
$125 → $105
May-27-22 Downgrade Needham
Buy → Hold
Apr-13-22 Downgrade Truist
Buy → Hold
$124 → $121
Mar-02-22 Resumed BofA Securities
Buy
$135
Jan-10-22 Downgrade BTIG Research
Buy → Neutral
Jan-07-22 Downgrade Morgan Stanley
Overweight → Equal-Weight
$145 → $120
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Medtronic Plc is a medical technology company, which engages in the development, manufacture, distribution, and sale of device-based medical therapies and services. It operates through the following segments: Cardiovascular Porrtfolio, Neuroscience Portfolio, Medical Surgical Portfolio, and Diabetes Operating Unit. The Cardiovascular Portfolio segment includes products for the diagnosis, treatment, and management of cardiac rhythm disorders and cardiovascular disease. The Neuroscience Portfolio is made up of cranial and spinal technologies, specialty therapies, and neuromodulation divisions. The Medical Surgical Portfolio is comprised of surgical innovations and respiratory, gastrointestinal, and renal divisions. The Diabetes Group segment offers insulin pumps, continuous glucose monitoring systems, and insulin pump consumables. The company was founded in 1949 and is headquartered in Dublin, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Marinaro Michael EVP & President, Surgical OU Apr 08 '24 Sale 83.14 854 71,002 27,925 Apr 09 04:08 PM Salmon Sean EVP & President Cardiovascular Feb 21 '24 Option Exercise 69.07 30,695 2,120,121 78,984 Feb 23 05:18 PM Salmon Sean EVP & President Cardiovascular Feb 21 '24 Sale 85.13 30,695 2,613,055 48,289 Feb 23 05:18 PM Wall Brett A. EVP & Pres Neuroscience Dec 19 '23 Sale 82.17 4,997 410,603 28,910 Dec 20 11:41 AM Smith Gregory L EVP Global Ops & Supply Chain Aug 23 '23 Sale 83.84 10,000 838,400 46,723 Aug 25 03:21 PM Wall Brett A. EVP & Pres Neuroscience Aug 14 '23 Sale 83.38 1,000 83,380 33,573 Aug 16 05:16 PM Marinaro Michael EVP & President, Surgical OU Aug 04 '23 Sale 84.11 1,352 113,717 28,930 Aug 07 08:47 PM Wall Brett A. EVP & Pres Neuroscience Jul 14 '23 Sale 87.97 2,000 175,940 23,948 Jul 18 04:16 PM TEN HOEDT ROB EVP and Pres. Global Regions Jul 10 '23 Option Exercise 55.32 5,514 305,034 47,508 Jul 12 03:48 PM TEN HOEDT ROB EVP and Pres. Global Regions Jul 10 '23 Sale 86.58 5,514 477,420 43,802 Jul 12 03:48 PM
Index - P/E 102.94 EPS (ttm) 0.91 Insider Own 32.92% Shs Outstand 231.79M Perf Week 21.70%
Market Cap 21.88B Forward P/E 62.88 EPS next Y 1.49 Insider Trans -20.66% Shs Float 156.35M Perf Month 29.44%
Income 215.32M PEG 3.20 EPS next Q 0.26 Inst Own 64.51% Short Float 10.64% Perf Quarter 50.05%
Sales 1.41B P/S 15.48 EPS this Y 44.94% Inst Trans -0.01% Short Ratio 3.29 Perf Half Y 73.38%
Book/sh 1.45 P/B 64.69 EPS next Y 33.77% ROA 17.93% Short Interest 16.63M Perf Year 114.05%
Cash/sh 3.77 P/C 24.88 EPS next 5Y 32.20% ROE 25.47% 52W Range 40.87 - 99.62 Perf YTD 72.18%
Dividend Est. - P/FCF 81.04 EPS past 5Y - ROI 18.50% 52W High -5.77% Beta 1.95
Dividend TTM - Quick Ratio 3.50 Sales past 5Y 93.37% Gross Margin 49.43% 52W Low 129.66% ATR (14) 4.74
Dividend Ex-Date - Current Ratio 4.13 EPS Y/Y TTM 223.45% Oper. Margin 21.55% RSI (14) 75.33 Volatility 7.65% 5.92%
Employees 765 Debt/Eq 0.00 Sales Y/Y TTM 81.22% Profit Margin 15.23% Recom 1.67 Target Price 93.45
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q 87.59% Payout 0.00% Rel Volume 0.69 Prev Close 91.54
Sales Surprise -8.88% EPS Surprise 37.90% Sales Q/Q 36.84% Earnings May 07 BMO Avg Volume 5.05M Price 93.87
SMA20 24.21% SMA50 14.95% SMA200 48.66% Trades
Volume 3,462,636 Change 2.55%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-01-24 Reiterated Maxim Group
Buy
$100 → $110
Mar-04-24 Reiterated Wedbush
Outperform
$75 → $90
Mar-01-24 Reiterated Maxim Group
Buy
$65 → $100
Feb-02-24 Upgrade Maxim Group
Hold → Buy
$65
Jan-19-24 Downgrade BofA Securities
Buy → Neutral
$65
Nov-13-23 Initiated Jefferies
Buy
$217
Oct-31-23 Initiated Morgan Stanley
Equal-Weight
$190
Oct-23-23 Initiated William Blair
Outperform
Sep-15-23 Initiated TD Cowen
Outperform
$250
Aug-09-23 Reiterated Wedbush
Outperform
$155 → $180
Jul-19-23 Downgrade Maxim Group
Buy → Hold
Jun-23-23 Initiated Stephens
Overweight
$180
May-10-23 Upgrade BofA Securities
Neutral → Buy
$98 → $125
May-10-23 Reiterated Maxim Group
Buy
$130 → $140
Apr-26-23 Initiated Piper Sandler
Overweight
$110
Feb-28-23 Upgrade Credit Suisse
Neutral → Outperform
$120
Feb-06-23 Upgrade Wedbush
Neutral → Outperform
Jan-06-23 Initiated BofA Securities
Neutral
$104
Oct-11-22 Initiated Wedbush
Neutral
$90
May-11-22 Upgrade Maxim Group
Hold → Buy
$70
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(Investor's Business Daily) -8.54%
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Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Milmoe William H. 10% Owner May 07 '24 Sale 59.67 428,574 25,571,596 23,321,589 May 07 05:00 PM Storey Paul H. Chief Supply Chain Officer May 07 '24 Sale 75.43 1,833 138,263 41,044 May 09 04:18 PM Milmoe William H. 10% Owner May 06 '24 Sale 59.67 428,574 25,571,596 23,750,163 May 06 02:20 PM Milmoe William H. 10% Owner May 03 '24 Sale 59.67 428,574 25,571,596 23,964,450 May 06 02:20 PM Milmoe William H. 10% Owner May 02 '24 Sale 59.67 428,574 25,571,596 24,178,737 May 06 02:20 PM Milmoe William H. 10% Owner May 01 '24 Sale 59.67 428,568 25,571,238 25,035,885 May 01 05:16 PM Milmoe William H. 10% Owner Apr 30 '24 Sale 59.67 428,568 25,571,238 25,250,169 May 01 05:16 PM Milmoe William H. 10% Owner Apr 29 '24 Sale 59.67 428,568 25,571,238 25,464,453 May 01 05:16 PM Langhans Jarrod Chief Financial Officer Apr 19 '24 Sale 69.42 4,079 283,164 83,670 Apr 19 04:38 PM Levy Caroline S Director Mar 13 '24 Option Exercise 4.84 20,000 96,800 57,891 Mar 14 04:48 PM DeSantis Dean 10% Owner Mar 13 '24 Sale 95.75 100,000 9,575,350 219,257 Mar 15 08:30 AM Levy Caroline S Director Mar 13 '24 Sale 94.77 20,000 1,895,400 37,891 Mar 14 04:48 PM Watson Kyle Audrey Chief Marketing Officer Mar 12 '24 Option Exercise 1.08 40,000 43,200 115,060 Mar 14 04:50 PM Watson Kyle Audrey Chief Marketing Officer Mar 12 '24 Sale 89.17 40,000 3,566,800 75,060 Mar 14 04:50 PM Castaldo Nicholas Director Mar 04 '24 Option Exercise 1.08 165,000 178,200 517,864 Mar 05 06:06 PM DeSantis Deborah 10% Owner Mar 04 '24 Sale 67.46 4,000,000 269,824,000 26,321,589 Mar 05 04:15 PM DeSantis Dean 10% Owner Mar 04 '24 Sale 67.46 4,000,000 269,824,000 26,321,589 Mar 05 04:15 PM Milmoe William H. 10% Owner Mar 04 '24 Sale 67.46 4,000,000 269,824,000 26,321,589 Mar 05 04:15 PM Castaldo Nicholas Director Mar 04 '24 Sale 83.33 165,000 13,749,450 352,864 Mar 05 06:06 PM Fieldly John Chief Executive Officer Mar 04 '24 Sale 85.07 119,604 10,174,712 380,244 Mar 05 05:50 PM Guilfoyle Tony Chief Commercial Officer Mar 04 '24 Sale 79.75 24,357 1,942,471 81,794 Mar 05 05:53 PM Ruberti Alexandre Director Mar 04 '24 Sale 83.17 23,000 1,912,910 25,991 Mar 05 06:04 PM Storey Paul H. Chief Supply Chain Officer Mar 04 '24 Sale 79.75 10,000 797,500 42,877 Mar 05 05:54 PM Langhans Jarrod Chief Financial Officer Mar 04 '24 Sale 85.61 5,500 470,855 87,749 Mar 05 05:52 PM MILLER CHERYL Director Mar 04 '24 Sale 83.66 3,000 250,980 16,741 Mar 05 06:03 PM Milmoe William H. 10% Owner Feb 29 '24 Sale 77.00 44,000 3,388,000 201,245 Mar 04 04:05 PM DeSantis Dean 10% Owner Feb 02 '24 Sale 50.28 67,063 3,371,619 30,321,589 Feb 05 04:05 PM Milmoe William H. 10% Owner Feb 02 '24 Sale 50.28 67,063 3,371,619 30,321,589 Feb 05 04:05 PM DeSantis Deborah 10% Owner Feb 02 '24 Sale 50.28 67,063 3,371,619 30,321,589 Feb 05 04:05 PM DeSantis Deborah 10% Owner Feb 01 '24 Sale 42.81 127,802 5,471,633 30,388,652 Feb 05 04:05 PM Milmoe William H. 10% Owner Feb 01 '24 Sale 42.81 127,802 5,471,633 30,388,652 Feb 05 04:05 PM DeSantis Dean 10% Owner Feb 01 '24 Sale 42.81 127,802 5,471,633 30,388,652 Feb 05 04:05 PM DeSantis Dean 10% Owner Jan 31 '24 Sale 42.90 127,838 5,483,856 30,576,919 Jan 31 04:05 PM Milmoe William H. 10% Owner Jan 31 '24 Sale 42.90 127,838 5,483,856 30,576,919 Jan 31 04:05 PM DeSantis Deborah 10% Owner Jan 31 '24 Sale 42.90 127,838 5,483,856 30,576,919 Jan 31 04:05 PM DeSantis Deborah 10% Owner Jan 30 '24 Sale 43.48 128,103 5,570,450 30,840,275 Jan 31 04:05 PM Milmoe William H. 10% Owner Jan 30 '24 Sale 43.48 128,103 5,570,450 30,840,275 Jan 31 04:05 PM DeSantis Dean 10% Owner Jan 30 '24 Sale 43.48 128,103 5,570,450 30,840,275 Jan 31 04:05 PM DeSantis Dean 10% Owner Jan 29 '24 Sale 44.02 128,339 5,650,114 30,711,936 Jan 31 04:05 PM Milmoe William H. 10% Owner Jan 29 '24 Sale 44.02 128,339 5,650,114 30,711,936 Jan 31 04:05 PM DeSantis Deborah 10% Owner Jan 29 '24 Sale 44.02 128,339 5,650,114 30,711,936 Jan 31 04:05 PM DeSantis Deborah 10% Owner Jan 26 '24 Sale 43.51 128,114 5,574,316 30,961,199 Jan 26 04:05 PM DeSantis Dean 10% Owner Jan 26 '24 Sale 43.51 128,114 5,574,316 30,961,199 Jan 26 04:05 PM Milmoe William H. 10% Owner Jan 26 '24 Sale 43.51 128,114 5,574,316 30,961,199 Jan 26 04:05 PM Milmoe William H. 10% Owner Jan 25 '24 Sale 43.64 128,171 5,593,132 31,028,851 Jan 26 04:05 PM DeSantis Dean 10% Owner Jan 25 '24 Sale 43.64 128,171 5,593,132 31,028,851 Jan 26 04:05 PM DeSantis Deborah 10% Owner Jan 25 '24 Sale 43.64 128,171 5,593,132 31,028,851 Jan 26 04:05 PM DeSantis Deborah 10% Owner Jan 24 '24 Sale 43.96 128,309 5,639,952 31,096,560 Jan 26 04:05 PM DeSantis Dean 10% Owner Jan 24 '24 Sale 43.96 128,309 5,639,952 31,096,560 Jan 26 04:05 PM Milmoe William H. 10% Owner Jan 24 '24 Sale 43.96 128,309 5,639,952 31,096,560 Jan 26 04:05 PM DeSantis Dean 10% Owner Jan 23 '24 Sale 44.01 128,331 5,647,357 31,345,793 Jan 23 04:05 PM DeSantis Deborah 10% Owner Jan 23 '24 Sale 44.01 128,331 5,647,357 31,345,793 Jan 23 04:05 PM Milmoe William H. 10% Owner Jan 23 '24 Sale 44.01 128,331 5,647,357 31,345,793 Jan 23 04:05 PM Milmoe William H. 10% Owner Jan 22 '24 Sale 47.49 129,658 6,157,119 31,413,662 Jan 23 04:05 PM DeSantis Deborah 10% Owner Jan 22 '24 Sale 47.49 129,658 6,157,119 31,413,662 Jan 23 04:05 PM DeSantis Dean 10% Owner Jan 22 '24 Sale 47.49 129,658 6,157,119 31,413,662 Jan 23 04:05 PM DeSantis Dean 10% Owner Jan 19 '24 Sale 33.33 60,462 2,015,198 31,603,782 Jan 23 04:05 PM DeSantis Deborah 10% Owner Jan 19 '24 Sale 33.33 60,462 2,015,198 31,603,782 Jan 23 04:05 PM Milmoe William H. 10% Owner Jan 19 '24 Sale 33.33 60,462 2,015,198 31,603,782 Jan 23 04:05 PM Milmoe William H. 10% Owner Jan 04 '24 Option Exercise 1.24 165,000 205,144 224,745 Jan 09 04:05 PM Fieldly John Chief Executive Officer Jan 03 '24 Sale 56.72 27,334 1,550,384 480,926 Jan 05 08:10 PM David Toby Executive Vice President Jan 03 '24 Sale 56.72 10,809 613,086 104,292 Jan 05 07:58 PM Guilfoyle Tony EVP - North American Sales Jan 03 '24 Sale 56.72 10,809 613,086 99,339 Jan 05 07:56 PM Storey Paul H. SVP, Operations Jan 03 '24 Sale 56.72 3,468 196,705 46,065 Jan 05 08:00 PM Langhans Jarrod Chief Financial Officer Jan 03 '24 Sale 56.72 2,401 136,185 82,046 Jan 05 07:59 PM Kravitz Hal Director Dec 06 '23 Sale 51.64 172,000 8,882,080 216,206 Dec 08 04:08 PM Fieldly John Chief Executive Officer Dec 06 '23 Sale 52.05 13,842 720,476 508,260 Dec 07 04:44 PM Fieldly John Chief Executive Officer Dec 05 '23 Sale 52.41 286,158 14,997,541 522,102 Dec 07 04:44 PM Guilfoyle Tony EVP - North American Sales Dec 05 '23 Sale 53.00 17,332 918,596 110,148 Dec 07 04:49 PM Guilfoyle Tony EVP - Domestic Sales Nov 20 '23 Sale 53.14 10,190 541,497 234,340 Nov 21 05:40 PM Kravitz Hal Director Sep 22 '23 Option Exercise 3.48 110,000 382,800 122,797 Sep 25 05:20 PM Castaldo Nicholas Director Aug 23 '23 Sale 181.58 55,000 9,986,900 110,491 Aug 24 02:41 PM David Toby Executive Vice President Aug 22 '23 Option Exercise 2.46 74,941 184,259 92,517 Aug 24 05:28 PM David Toby Executive Vice President Aug 22 '23 Sale 178.28 54,941 9,794,870 37,576 Aug 24 05:28 PM Storey Paul H. Sr. Vice President, Operations Aug 22 '23 Sale 179.60 1,055 189,483 22,376 Aug 24 09:15 PM Fieldly John CEO Aug 21 '23 Sale 174.35 90,000 15,691,149 237,478 Aug 23 07:48 PM Guilfoyle Tony Executive VP - Domestic sales Aug 21 '23 Sale 176.00 4,477 787,974 83,187 Aug 23 05:39 PM Langhans Jarrod CFO Aug 21 '23 Sale 179.13 4,214 754,850 26,433 Aug 24 07:48 PM Chau Hoi Shuen Solina Holly 10% Owner Aug 15 '23 Sale 175.00 300,000 52,500,000 7,680,323 Aug 17 06:30 AM Levy Caroline S Director Aug 11 '23 Sale 171.79 30,500 5,239,675 5,500 Aug 14 05:24 PM Milmoe William H. 10% Owner Aug 11 '23 Sale 174.50 10,000 1,745,000 19,915 Aug 15 04:05 PM Ruberti Alexandre Director Aug 11 '23 Sale 175.25 4,000 701,000 15,805 Aug 14 05:31 PM Kravitz Hal Director Aug 11 '23 Sale 172.18 3,500 602,630 12,797 Aug 14 05:23 PM Russell Joyce Director Aug 11 '23 Sale 172.72 500 86,360 4,450 Aug 14 05:23 PM Chau Hoi Shuen Solina Holly 10% Owner Jun 14 '23 Sale 142.46 350,976 50,000,041 7,980,323 Jun 16 06:10 AM Levy Caroline S Director May 18 '23 Sale 134.51 2,200 295,922 17,605 May 25 09:14 PM
Index RUT P/E 7.81 EPS (ttm) 4.04 Insider Own 80.71% Shs Outstand 159.34M Perf Week 0.10%
Market Cap 4.96B Forward P/E 7.99 EPS next Y 3.95 Insider Trans -1.61% Shs Float 30.34M Perf Month 7.54%
Income 650.51M PEG - EPS next Q 0.99 Inst Own 17.13% Short Float 2.95% Perf Quarter 14.29%
Sales 1.16B P/S 4.26 EPS this Y -5.59% Inst Trans -0.21% Short Ratio 4.00 Perf Half Y 16.75%
Book/sh 29.89 P/B 1.05 EPS next Y 1.70% ROA 10.71% Short Interest 0.90M Perf Year 36.17%
Cash/sh - P/C - EPS next 5Y -1.50% ROE 14.44% 52W Range 23.03 - 31.85 Perf YTD 9.10%
Dividend Est. 1.17 (3.72%) P/FCF 7.08 EPS past 5Y 6.71% ROI 11.91% 52W High -1.04% Beta 0.61
Dividend TTM 0.63 (2.01%) Quick Ratio - Sales past 5Y 6.75% Gross Margin - 52W Low 36.86% ATR (14) 0.44
Dividend Ex-Date May 29, 2024 Current Ratio 2.18 EPS Y/Y TTM -7.51% Oper. Margin 75.98% RSI (14) 69.41 Volatility 0.88% 1.37%
Employees 465 Debt/Eq 0.16 Sales Y/Y TTM 5.24% Profit Margin 55.87% Recom 1.86 Target Price 34.00
Option/Short Yes / Yes LT Debt/Eq 0.16 EPS Q/Q -6.76% Payout 15.08% Rel Volume 1.04 Prev Close 31.54
Sales Surprise -0.86% EPS Surprise 8.76% Sales Q/Q 3.79% Earnings May 01 AMC Avg Volume 224.09K Price 31.52
SMA20 3.44% SMA50 4.57% SMA200 11.49% Trades
Volume 232,294 Change -0.06%
Date
Action
Analyst
Rating Change
Price Target Change
Dec-06-23 Initiated UBS
Neutral
$29
Nov-13-23 Upgrade BofA Securities
Neutral → Buy
$30
May-09-23 Upgrade BofA Securities
Underperform → Neutral
$25 → $27
Feb-08-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
$25 → $26.50
Jan-09-23 Downgrade Credit Suisse
Neutral → Underperform
$24.50
Sep-06-22 Downgrade JP Morgan
Overweight → Neutral
$27
Aug-18-22 Downgrade BofA Securities
Neutral → Underperform
$25
Jul-18-22 Downgrade Keefe Bruyette
Outperform → Mkt Perform
$28 → $27
Oct-12-21 Initiated Citigroup
Buy
$24
Oct-11-21 Initiated Keefe Bruyette
Outperform
$28
Oct-11-21 Initiated Goldman
Neutral
$22.50
Oct-11-21 Initiated Credit Suisse
Neutral
$24
Oct-11-21 Initiated Credit Suisse
Neutral
$23
Oct-11-21 Initiated BTIG Research
Buy
$27
Oct-11-21 Initiated BofA Securities
Neutral
$23
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Enact Holdings, Inc. operates as a holding company which provides mortgage insurance services. It provides credit protection to mortgage lenders and investors, covering a portion of the unpaid principal balance of mortgage loans. The company was founded in 1981 and is headquartered in Raleigh, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Genworth Holdings, Inc. 10% Owner Apr 30 '24 Sale 30.07 336,266 10,110,846 128,166,803 May 01 05:15 PM Genworth Holdings, Inc. 10% Owner Mar 28 '24 Sale 28.90 274,903 7,944,092 128,503,069 Apr 01 04:15 PM Genworth Holdings, Inc. 10% Owner Feb 29 '24 Sale 27.13 1,067,671 28,961,964 128,777,972 Mar 01 04:18 PM Gupta Rohit President and CEO Feb 23 '24 Buy 26.97 10,000 269,690 116,966 Feb 27 04:06 PM Genworth Holdings, Inc. 10% Owner Jan 30 '24 Sale 27.75 108,721 3,016,638 129,845,643 Jan 31 04:55 PM Genworth Holdings, Inc. 10% Owner Nov 29 '23 Sale 27.69 294,653 8,158,706 129,954,364 Nov 30 04:17 PM Genworth Holdings, Inc. 10% Owner Oct 30 '23 Sale 27.13 240,502 6,523,737 130,249,017 Oct 31 04:19 PM Genworth Holdings, Inc. 10% Owner Jul 31 '23 Sale 25.96 197,332 5,122,877 130,489,519 Aug 01 05:11 PM Genworth Holdings, Inc. 10% Owner Jun 29 '23 Sale 25.15 332,166 8,354,008 130,686,851 Jul 03 04:16 PM Genworth Holdings, Inc. 10% Owner May 31 '23 Sale 23.85 772,596 18,426,724 131,019,017 Jun 01 04:15 PM
Index S&P 500 P/E 110.95 EPS (ttm) 4.41 Insider Own 0.73% Shs Outstand 42.29M Perf Week 1.69%
Market Cap 20.77B Forward P/E 46.77 EPS next Y 10.46 Insider Trans -34.68% Shs Float 42.14M Perf Month 22.52%
Income 189.21M PEG 10.47 EPS next Q 2.30 Inst Own 95.82% Short Float 2.41% Perf Quarter 11.14%
Sales 1.99B P/S 10.42 EPS this Y 18.16% Inst Trans 1.19% Short Ratio 4.38 Perf Half Y 17.47%
Book/sh 71.23 P/B 6.87 EPS next Y 13.47% ROA 4.13% Short Interest 1.01M Perf Year 24.23%
Cash/sh 4.64 P/C 105.46 EPS next 5Y 10.60% ROE 6.63% 52W Range 361.16 - 488.71 Perf YTD 16.99%
Dividend Est. - P/FCF 59.04 EPS past 5Y 1.09% ROI 5.17% 52W High 0.09% Beta 0.74
Dividend TTM - Quick Ratio 0.94 Sales past 5Y 16.64% Gross Margin 40.69% 52W Low 35.44% ATR (14) 9.28
Dividend Ex-Date Jan 31, 1990 Current Ratio 0.94 EPS Y/Y TTM 20.50% Oper. Margin 12.07% RSI (14) 77.82 Volatility 1.74% 1.97%
Employees 7300 Debt/Eq 0.21 Sales Y/Y TTM 6.77% Profit Margin 9.50% Recom 1.65 Target Price 500.67
Option/Short Yes / Yes LT Debt/Eq 0.21 EPS Q/Q 73.02% Payout 0.00% Rel Volume 0.92 Prev Close 484.85
Sales Surprise 0.80% EPS Surprise 8.09% Sales Q/Q 8.58% Earnings Apr 24 AMC Avg Volume 231.33K Price 489.14
SMA20 7.90% SMA50 13.23% SMA200 18.98% Trades
Volume 211,832 Change 0.88%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-26-24 Reiterated Oppenheimer
Outperform
$480 → $500
Jan-04-24 Resumed JMP Securities
Mkt Outperform
$490
Oct-17-23 Initiated Oppenheimer
Outperform
$450
Jun-21-23 Initiated JP Morgan
Overweight
$472
Apr-28-23 Reiterated Wolfe Research
Outperform
$365 → $425
Apr-28-23 Reiterated Wells Fargo
Overweight
$410 → $425
Apr-28-23 Reiterated Robert W. Baird
Outperform
$440 → $470
Apr-28-23 Reiterated Evercore ISI
In-line
$375 → $400
Apr-28-23 Reiterated Barclays
Equal Weight
$370 → $415
Apr-28-23 Downgrade DA Davidson
Buy → Neutral
$395
Apr-18-23 Upgrade Goldman
Neutral → Buy
$301 → $424
Nov-10-22 Initiated Goldman
Neutral
$322
Jun-07-22 Upgrade Wells Fargo
Equal Weight → Overweight
$425 → $435
May-26-22 Upgrade DA Davidson
Neutral → Buy
$440
May-10-22 Initiated Credit Suisse
Neutral
$408
Apr-25-22 Initiated Wells Fargo
Equal Weight
$405
Apr-18-22 Initiated Loop Capital
Buy
$520
Mar-14-22 Initiated Barclays
Equal Weight
$445
Feb-09-22 Initiated Truist
Buy
$550
Sep-13-21 Initiated Wolfe Research
Outperform
$550
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Tyler Technologies, Inc. engages in the provision of integrated technology and management solutions and services for the public sector with a focus on local governments. It operates through the following segments: Enterprise Software and Platform Technologies. The Enterprise Software segment provides public sector entities with software systems to meet their information technology and automation needs for mission-critical back-office functions such as financial management, courts and justice processes. The Platform Technologies (PT) segment provides public sector entities with software solutions to platform and transformative solutions including digital solutions, payment processing, streamline data processing, and improve operations and workflows. The company was founded in 1966 and is headquartered in Plano, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MOORE H LYNN JR President and CEO May 08 '24 Option Exercise 192.76 6,000 1,156,560 81,000 May 09 04:42 PM MOORE H LYNN JR President and CEO May 08 '24 Sale 476.95 6,000 2,861,674 75,000 May 09 04:42 PM MOORE H LYNN JR President and CEO May 07 '24 Option Exercise 192.76 5,250 1,011,990 80,250 May 09 04:42 PM MOORE H LYNN JR President and CEO May 07 '24 Sale 481.83 5,250 2,529,586 75,000 May 09 04:42 PM MILLER BRIAN K Executive VP and CFO May 03 '24 Sale 465.03 2,671 1,242,107 13,536 May 07 04:28 PM Cline Brenda A Director Apr 29 '24 Option Exercise 146.92 5,000 734,600 6,358 May 01 05:29 PM Cline Brenda A Director Apr 29 '24 Sale 458.83 5,000 2,294,161 1,358 May 01 05:29 PM MARR JOHN S JR Executive Chair of the Board Mar 13 '24 Option Exercise 201.33 8,333 1,677,690 14,733 Mar 14 05:18 PM MARR JOHN S JR Executive Chair of the Board Mar 13 '24 Sale 424.91 7,750 3,293,034 6,983 Mar 14 05:18 PM MARR JOHN S JR Executive Chair of the Board Mar 12 '24 Option Exercise 205.66 6,500 1,336,790 12,900 Mar 14 05:18 PM MARR JOHN S JR Executive Chair of the Board Mar 12 '24 Sale 427.82 6,500 2,780,801 6,400 Mar 14 05:18 PM Puckett Jeffrey David Chief Operating Officer Mar 11 '24 Option Exercise 127.96 1,276 163,280 4,654 Mar 13 04:29 PM Puckett Jeffrey David Chief Operating Officer Mar 11 '24 Sale 426.20 3,547 1,511,730 3,378 Mar 13 04:29 PM MOORE H LYNN JR President and CEO Mar 11 '24 Sale 426.02 2,500 1,065,048 75,000 Mar 13 04:37 PM MILLER BRIAN K Executive VP and CFO Mar 08 '24 Sale 421.27 2,500 1,053,167 16,160 Mar 12 11:27 AM MOORE H LYNN JR President and CEO Mar 08 '24 Sale 423.86 2,002 848,466 77,500 Mar 11 05:37 PM Puckett Jeffrey David Chief Operating Officer Mar 07 '24 Option Exercise 114.72 3,481 399,343 8,725 Mar 11 05:54 PM Puckett Jeffrey David Chief Operating Officer Mar 07 '24 Sale 423.10 2,609 1,103,864 6,925 Mar 11 05:54 PM MOORE H LYNN JR President and CEO Mar 07 '24 Sale 421.19 1,849 778,773 79,502 Mar 11 05:37 PM WOMBLE DUSTIN R Director Feb 28 '24 Sale 438.66 7,500 3,289,961 20,280 Feb 29 04:32 PM Carter Glenn A Director Feb 27 '24 Option Exercise 121.11 1,650 199,832 3,661 Feb 29 01:00 PM WOMBLE DUSTIN R Director Feb 27 '24 Sale 436.45 5,205 2,271,738 7,600 Feb 29 04:32 PM Carter Glenn A Director Feb 27 '24 Sale 437.84 1,650 722,436 2,011 Feb 29 01:00 PM MOORE H LYNN JR President and CEO Feb 26 '24 Option Exercise 181.79 7,500 1,363,425 82,500 Feb 28 03:54 PM MARR JOHN S JR Executive Chair of the Board Feb 26 '24 Option Exercise 205.66 6,500 1,336,790 12,900 Feb 27 05:13 PM MILLER BRIAN K Executive VP and CFO Feb 26 '24 Option Exercise 213.35 5,000 1,066,750 19,610 Feb 28 04:20 PM MOORE H LYNN JR President and CEO Feb 26 '24 Sale 442.32 7,500 3,317,387 75,000 Feb 28 03:54 PM MARR JOHN S JR Executive Chair of the Board Feb 26 '24 Sale 438.98 6,500 2,853,352 6,400 Feb 27 05:13 PM MILLER BRIAN K Executive VP and CFO Feb 26 '24 Sale 442.99 5,000 2,214,964 14,610 Feb 28 04:20 PM MARR JOHN S JR Executive Chair of the Board Feb 23 '24 Option Exercise 205.66 6,500 1,336,790 12,900 Feb 27 05:13 PM MARR JOHN S JR Executive Chair of the Board Feb 23 '24 Sale 437.49 6,500 2,843,688 6,400 Feb 27 05:13 PM MOORE H LYNN JR President and CEO Feb 22 '24 Option Exercise 181.79 10,000 1,817,900 85,000 Feb 26 04:45 PM MOORE H LYNN JR President and CEO Feb 22 '24 Sale 435.98 10,000 4,359,849 75,000 Feb 26 04:45 PM MOORE H LYNN JR President and CEO Feb 20 '24 Option Exercise 181.79 7,500 1,363,425 82,500 Feb 22 12:56 PM MOORE H LYNN JR President and CEO Feb 20 '24 Sale 435.19 7,500 3,263,911 75,000 Feb 22 12:56 PM MILLER BRIAN K Executive VP and CFO Dec 15 '23 Option Exercise 231.68 2,000 463,360 16,610 Dec 19 10:57 AM MILLER BRIAN K Executive VP and CFO Dec 15 '23 Sale 405.94 2,000 811,874 14,610 Dec 19 10:57 AM MILLER BRIAN K Executive VP and CFO Dec 13 '23 Option Exercise 192.76 2,500 481,900 17,110 Dec 14 04:10 PM MILLER BRIAN K Executive VP and CFO Dec 13 '23 Sale 410.22 2,500 1,025,560 14,610 Dec 14 04:10 PM MILLER BRIAN K Executive VP and CFO Dec 12 '23 Option Exercise 192.76 5,000 963,800 19,610 Dec 14 04:10 PM MILLER BRIAN K Executive VP and CFO Dec 12 '23 Sale 405.31 5,000 2,026,563 14,610 Dec 14 04:10 PM MARR JOHN S JR Executive Chairman Dec 11 '23 Option Exercise 205.66 7,000 1,439,620 13,400 Dec 13 04:33 PM MARR JOHN S JR Executive Chairman Dec 11 '23 Sale 405.78 7,000 2,840,451 6,400 Dec 13 04:33 PM MARR JOHN S JR Executive Chairman Dec 05 '23 Sale 409.06 6,500 2,658,917 51,388 Dec 06 01:20 PM MARR JOHN S JR Executive Chairman Nov 15 '23 Option Exercise 192.76 10,000 1,927,600 16,400 Nov 17 03:36 PM MARR JOHN S JR Executive Chairman Nov 15 '23 Sale 419.38 10,000 4,193,759 6,400 Nov 17 03:36 PM MARR JOHN S JR Executive Chairman Nov 14 '23 Option Exercise 181.79 11,000 1,999,690 17,400 Nov 16 11:59 AM Carter Glenn A Director Nov 14 '23 Option Exercise 77.19 500 38,595 2,511 Nov 16 11:39 AM MARR JOHN S JR Executive Chairman Nov 14 '23 Sale 421.27 11,000 4,633,940 6,400 Nov 16 11:59 AM WOMBLE DUSTIN R Director Nov 14 '23 Sale 421.18 9,520 4,009,643 27,780 Nov 29 03:18 PM Carter Glenn A Director Nov 14 '23 Sale 422.29 500 211,146 2,011 Nov 16 11:39 AM MILLER BRIAN K Executive VP and CFO Nov 13 '23 Option Exercise 205.66 6,000 1,233,960 19,862 Nov 15 11:45 AM MILLER BRIAN K Executive VP and CFO Nov 13 '23 Sale 416.09 5,028 2,092,095 14,834 Nov 15 11:45 AM MILLER BRIAN K Executive VP and CFO Nov 10 '23 Option Exercise 205.66 10,000 2,056,600 23,862 Nov 14 03:26 PM MILLER BRIAN K Executive VP and CFO Nov 10 '23 Sale 414.89 10,000 4,148,916 13,862 Nov 14 03:26 PM Pope Daniel M Director Nov 10 '23 Sale 419.13 1,853 776,652 4,530 Nov 14 11:49 AM MOORE H LYNN JR President and CEO Nov 07 '23 Sale 413.17 5,000 2,065,869 75,000 Nov 09 10:46 AM WOMBLE DUSTIN R Director Nov 06 '23 Option Exercise 81.21 1,231 99,970 14,036 Nov 08 10:52 AM WOMBLE DUSTIN R Director Nov 06 '23 Sale 408.66 1,231 503,060 12,805 Nov 08 10:52 AM Carter Glenn A Director Sep 14 '23 Option Exercise 77.19 500 38,595 2,511 Sep 18 11:29 AM Carter Glenn A Director Sep 14 '23 Sale 379.32 500 189,662 2,011 Sep 18 11:29 AM MOORE H LYNN JR President and CEO Sep 01 '23 Sale 396.59 5,000 1,982,929 80,000 Sep 06 11:12 AM WOMBLE DUSTIN R Director Aug 30 '23 Sale 396.87 2,111 837,798 12,805 Sep 01 04:29 PM Landrieu Mary L. Director Jun 14 '23 Sale 388.44 325 126,244 1,786 Jun 16 01:38 PM MARR JOHN S JR Executive Chairman Jun 06 '23 Option Exercise 181.79 7,000 1,272,530 46,138 Jun 07 06:16 PM MARR JOHN S JR Executive Chairman Jun 06 '23 Sale 392.78 7,000 2,749,452 39,138 Jun 07 06:16 PM MARR JOHN S JR Executive Chairman Jun 05 '23 Option Exercise 181.79 7,000 1,272,530 46,138 Jun 07 06:16 PM MARR JOHN S JR Executive Chairman Jun 05 '23 Sale 396.61 7,000 2,776,245 39,138 Jun 07 06:16 PM MARR JOHN S JR Executive Chairman May 18 '23 Sale 398.38 8,000 3,187,064 57,888 Jun 13 11:00 AM MARR JOHN S JR Executive Chairman May 17 '23 Sale 390.29 12,000 4,683,451 65,888 Jun 13 11:00 AM
Index - P/E - EPS (ttm) -0.48 Insider Own 42.71% Shs Outstand 128.42M Perf Week -1.87%
Market Cap 49.14M Forward P/E - EPS next Y -0.28 Insider Trans -0.11% Shs Float 73.58M Perf Month 23.42%
Income -48.81M PEG - EPS next Q -0.07 Inst Own 9.35% Short Float 0.92% Perf Quarter -17.72%
Sales 0.62M P/S 79.25 EPS this Y 36.52% Inst Trans 11.31% Short Ratio 0.74 Perf Half Y -18.47%
Book/sh 0.03 P/B 11.52 EPS next Y 7.49% ROA -114.91% Short Interest 0.67M Perf Year -57.25%
Cash/sh 0.22 P/C 1.76 EPS next 5Y - ROE -3702.24% 52W Range 0.25 - 1.09 Perf YTD 29.00%
Dividend Est. - P/FCF - EPS past 5Y -18.22% ROI -303.78% 52W High -64.90% Beta 0.48
Dividend TTM - Quick Ratio 1.22 Sales past 5Y 50.93% Gross Margin -232.58% 52W Low 53.04% ATR (14) 0.04
Dividend Ex-Date - Current Ratio 1.23 EPS Y/Y TTM -15.29% Oper. Margin -6296.77% RSI (14) 47.99 Volatility 10.48% 10.41%
Employees 85 Debt/Eq 7.62 Sales Y/Y TTM 12.73% Profit Margin -7873.23% Recom 1.00 Target Price 5.00
Option/Short Yes / Yes LT Debt/Eq 2.77 EPS Q/Q 44.25% Payout - Rel Volume 0.24 Prev Close 0.38
Sales Surprise -55.08% EPS Surprise -12.50% Sales Q/Q -31.78% Earnings May 08 BMO Avg Volume 908.85K Price 0.38
SMA20 1.28% SMA50 -3.34% SMA200 -18.98% Trades
Volume 214,862 Change -0.39%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-04-22 Downgrade Oppenheimer
Outperform → Perform
Jul-18-22 Initiated H.C. Wainwright
Buy
$16
May-02-22 Initiated Canaccord Genuity
Buy
$10
Sep-28-21 Initiated Oppenheimer
Outperform
$20
May-14-24 08:00AM
May-10-24 07:30AM
May-08-24 12:54PM
08:55AM
08:00AM
06:00AM
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(FierceBiotech.com) -38.83%
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Clene, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of novel clean-surfaced nanotechnology therapeutics. It offers a nanotechnology drug platform for the development of a new class of orally administered neurotherapeutic drugs. The company was founded in 2013 and is headquartered in Salt Lake City, UT.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
General Resonance LLC 10% Owner May 01 '24 Sale 0.40 13,000 5,148 15,313,712 May 08 12:16 PM General Resonance LLC 10% Owner Apr 30 '24 Sale 0.42 13,000 5,416 15,326,712 May 08 12:16 PM General Resonance LLC 10% Owner Apr 24 '24 Sale 0.33 10,000 3,278 15,349,712 May 01 05:13 PM General Resonance LLC 10% Owner Apr 09 '24 Sale 0.39 22,500 8,674 15,428,212 Apr 16 09:38 AM MATLIN DAVID J Director Nov 10 '23 Buy 0.41 250,002 102,501 7,043,686 Nov 13 07:48 AM Stevens John Henry Director Jun 26 '23 Buy 0.80 316,455 253,164 800,204 Jun 27 02:13 PM Etherington Robert Dee Chief Executive Officer Jun 26 '23 Buy 0.81 25,000 20,250 25,000 Jun 27 08:07 AM Ugwumba Chidozie Resigned as director 2/15/2023 Jun 16 '23 Buy 0.80 7,500,000 6,000,000 13,018,908 Sep 08 04:33 PM Mosca Alison Director Jun 16 '23 Buy 0.80 2,394,375 1,915,500 3,238,375 Jun 20 11:02 AM MATLIN DAVID J Director Jun 16 '23 Buy 0.80 1,500,000 1,200,000 6,793,684 Jun 20 07:57 AM Gay Jonathon Director Jun 16 '23 Buy 0.80 105,625 84,500 105,625 Jun 20 09:50 AM
Index RUT P/E - EPS (ttm) -2.46 Insider Own 5.73% Shs Outstand 339.00M Perf Week 7.03%
Market Cap 2.07B Forward P/E - EPS next Y -0.11 Insider Trans 0.00% Shs Float 320.64M Perf Month -6.74%
Income -835.00M PEG - EPS next Q -0.20 Inst Own 77.06% Short Float 16.83% Perf Quarter -15.42%
Sales 9.50B P/S 0.22 EPS this Y -120.23% Inst Trans -9.95% Short Ratio 4.27 Perf Half Y 53.40%
Book/sh 7.74 P/B 0.79 EPS next Y 88.74% ROA -6.20% Short Interest 53.98M Perf Year -12.12%
Cash/sh 4.60 P/C 1.33 EPS next 5Y - ROE -27.81% 52W Range 3.42 - 9.45 Perf YTD 9.73%
Dividend Est. - P/FCF - EPS past 5Y - ROI -10.65% 52W High -35.56% Beta 1.94
Dividend TTM - Quick Ratio 0.51 Sales past 5Y 20.61% Gross Margin 2.66% 52W Low 78.07% ATR (14) 0.33
Dividend Ex-Date - Current Ratio 0.54 EPS Y/Y TTM -167.74% Oper. Margin -0.67% RSI (14) 48.11 Volatility 4.85% 4.97%
Employees - Debt/Eq 2.15 Sales Y/Y TTM -2.59% Profit Margin -8.79% Recom 3.19 Target Price 6.05
Option/Short Yes / Yes LT Debt/Eq 1.98 EPS Q/Q -259.61% Payout - Rel Volume 0.86 Prev Close 6.36
Sales Surprise 0.30% EPS Surprise 16.88% Sales Q/Q -5.11% Earnings Apr 23 BMO Avg Volume 12.63M Price 6.09
SMA20 -0.16% SMA50 -8.54% SMA200 7.62% Trades
Volume 10,832,916 Change -4.25%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-23-24 Reiterated TD Cowen
Hold
$7 → $6
Apr-18-24 Upgrade JP Morgan
Underweight → Neutral
$7
Mar-27-24 Resumed Barclays
Underweight
$6
Feb-20-24 Upgrade Deutsche Bank
Hold → Buy
$4 → $9
Jan-09-24 Downgrade BofA Securities
Neutral → Underperform
$6 → $3
Nov-10-23 Downgrade Exane BNP Paribas
Neutral → Underperform
$3
Aug-28-23 Upgrade Evercore ISI
Underperform → In-line
Jul-11-23 Downgrade Evercore ISI
In-line → Underperform
$8
Dec-15-22 Downgrade Cowen
Outperform → Market Perform
$10 → $9
Dec-05-22 Initiated Citigroup
Neutral
$9
Aug-04-22 Resumed BofA Securities
Neutral
$10
Aug-03-22 Resumed BofA Securities
Neutral
$10
Jul-12-22 Downgrade Susquehanna
Positive → Neutral
$14 → $9
Apr-27-22 Downgrade JP Morgan
Overweight → Underweight
$24 → $12
Apr-22-22 Downgrade Deutsche Bank
Buy → Hold
$21 → $16
Apr-12-22 Downgrade Wolfe Research
Peer Perform → Underperform
Apr-11-22 Upgrade MKM Partners
Sell → Neutral
$13
Apr-11-22 Upgrade MKM Partners
Neutral → Buy
$13
Apr-06-22 Downgrade Raymond James
Outperform → Mkt Perform
Feb-15-22 Resumed Wolfe Research
Peer Perform
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JetBlue Airways Corp. engages in the provision of air transportation services. Its brands include jetBlue, jetBlue Vacations, Paisly, and TrueBlue. It operates through the following geographic segments: Domestic and Canada, Caribbean and Latin America, and Atlantic. The company was founded by David Gary Neeleman in August 1998 and is headquartered in Long Island City, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Spencer Gerald Alfred Principal Accounting Officer Aug 18 '23 Sale 6.35 11,879 75,432 0 Aug 22 05:14 PM
Index - P/E 12.65 EPS (ttm) 6.82 Insider Own 6.30% Shs Outstand 56.50M Perf Week 2.07%
Market Cap 4.88B Forward P/E 9.46 EPS next Y 9.12 Insider Trans 0.00% Shs Float 52.96M Perf Month -2.12%
Income 393.20M PEG 0.84 EPS next Q 2.29 Inst Own 86.75% Short Float 5.73% Perf Quarter -4.99%
Sales 8.49B P/S 0.57 EPS this Y -13.26% Inst Trans -6.28% Short Ratio 4.61 Perf Half Y -0.32%
Book/sh 24.39 P/B 3.54 EPS next Y 14.78% ROA 7.24% Short Interest 3.04M Perf Year -17.13%
Cash/sh 5.64 P/C 15.29 EPS next 5Y 15.00% ROE 31.08% 52W Range 82.00 - 138.49 Perf YTD -8.97%
Dividend Est. 2.63 (3.05%) P/FCF 14.22 EPS past 5Y 10.70% ROI 11.21% 52W High -37.71% Beta 1.58
Dividend TTM 2.61 (3.03%) Quick Ratio 0.42 Sales past 5Y 8.11% Gross Margin 20.73% 52W Low 5.21% ATR (14) 2.42
Dividend Ex-Date Jun 03, 2024 Current Ratio 1.47 EPS Y/Y TTM -36.20% Oper. Margin 5.83% RSI (14) 45.82 Volatility 2.63% 2.76%
Employees 18500 Debt/Eq 1.61 Sales Y/Y TTM -5.52% Profit Margin 4.63% Recom 2.50 Target Price 96.93
Option/Short Yes / Yes LT Debt/Eq 1.54 EPS Q/Q -96.60% Payout 29.84% Rel Volume 0.89 Prev Close 88.08
Sales Surprise -0.56% EPS Surprise 383.19% Sales Q/Q -20.34% Earnings Apr 23 BMO Avg Volume 658.53K Price 86.27
SMA20 0.66% SMA50 -4.77% SMA200 -10.33% Trades
Volume 589,015 Change -2.05%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Upgrade Longbow
Neutral → Buy
$120
Apr-03-24 Initiated BofA Securities
Neutral
$110
Jan-17-24 Upgrade Morgan Stanley
Equal-Weight → Overweight
$103 → $113
Sep-27-23 Resumed Morgan Stanley
Equal-Weight
$120
Jul-18-23 Downgrade Raymond James
Strong Buy → Mkt Perform
Apr-19-23 Initiated KeyBanc Capital Markets
Overweight
$125
Jan-27-23 Downgrade UBS
Buy → Neutral
$165 → $112
Jan-13-23 Downgrade Northcoast
Buy → Neutral
Dec-08-22 Downgrade BMO Capital Markets
Outperform → Market Perform
$120 → $110
Nov-30-22 Initiated MKM Partners
Neutral
$117
Oct-19-22 Downgrade Citigroup
Buy → Neutral
$131 → $101
Jun-28-22 Initiated Jefferies
Hold
$105
May-05-22 Initiated DA Davidson
Neutral
$99
Feb-10-22 Initiated Citigroup
Buy
$157
Jul-01-21 Downgrade Longbow
Buy → Neutral
Jun-14-21 Initiated Exane BNP Paribas
Underperform
$113
Apr-26-21 Downgrade Citigroup
Buy → Neutral
$160
Mar-19-21 Reiterated Morgan Stanley
Overweight
$145 → $158
Jan-20-21 Upgrade BMO Capital Markets
Market Perform → Outperform
$100 → $136
Jan-20-21 Initiated Morgan Stanley
Overweight
$140
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Polaris Inc. engages in designing, engineering, and manufacturing power sports vehicles. It operates through the following segments: Off-Road, On-Road, and Marine. The Off-Road segment includes off-road vehicles (ORV) and snowmobiles. The On Road segment is involved in the design and manufacture of motorcycles, motorbikes, light duty hauling, and passenger vehicles. The Marine segment focuses on the design and manufacture of boats. The company was founded by Edgar E. Hetteen, Allan Hetten, and David Johnson in 1954 and is headquartered in Medina, MN.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Mack Robert Paul CFO, EVP - Finance + Corp Dev Aug 07 '23 Option Exercise 84.58 8,312 703,029 36,668 Aug 08 05:25 PM Mack Robert Paul CFO, EVP - Finance + Corp Dev Aug 07 '23 Sale 130.00 8,312 1,080,560 28,356 Aug 08 05:25 PM FARR KEVIN M Director Aug 03 '23 Sale 133.28 3,225 429,828 14,645 Aug 07 05:03 PM Eastman Stephen L. President - PG&A + Aftermarket Jul 28 '23 Option Exercise 125.67 10,000 1,256,700 27,800 Aug 01 06:20 PM Duke Benjamin D President-Marine Jul 28 '23 Option Exercise 105.63 1,454 153,583 5,969 Aug 01 06:19 PM Eastman Stephen L. President - PG&A + Aftermarket Jul 28 '23 Sale 135.82 10,000 1,358,200 17,800 Aug 01 06:20 PM Speetzen Michael T CEO Jul 28 '23 Sale 135.81 2,540 344,957 53,527 Jul 31 09:38 PM Clark Dougherty Lucy SVP-Gen Counsel & Secretary Jul 27 '23 Option Exercise 114.19 38,887 4,440,479 57,301 Jul 31 09:48 PM Speetzen Michael T CEO Jul 27 '23 Option Exercise 84.58 45,932 3,884,929 101,999 Jul 31 09:38 PM Dougherty Michael D. President - On Road and Int'l Jul 27 '23 Option Exercise 100.14 21,124 2,115,388 43,515 Jul 31 09:37 PM Speetzen Michael T CEO Jul 27 '23 Sale 136.14 58,301 7,937,131 56,067 Jul 31 09:38 PM Clark Dougherty Lucy SVP-Gen Counsel & Secretary Jul 27 '23 Sale 134.67 38,887 5,237,018 18,414 Jul 31 09:48 PM Dougherty Michael D. President - On Road and Int'l Jul 27 '23 Sale 135.99 21,124 2,872,694 22,391 Jul 31 09:37 PM FARR KEVIN M Director Jul 27 '23 Sale 134.33 1,615 216,943 17,870 Jul 31 09:33 PM Williams James P SVP-CHRO Jul 12 '23 Option Exercise 125.67 14,000 1,759,380 30,001 Jul 13 07:38 PM Williams James P SVP-CHRO Jul 12 '23 Sale 130.00 14,000 1,820,000 16,001 Jul 13 07:38 PM
Index S&P 500 P/E 23.72 EPS (ttm) 8.78 Insider Own 0.34% Shs Outstand 359.23M Perf Week -1.69%
Market Cap 74.99B Forward P/E 20.96 EPS next Y 9.94 Insider Trans -5.10% Shs Float 358.83M Perf Month 0.86%
Income 3.16B PEG 7.68 EPS next Q 2.52 Inst Own 89.18% Short Float 0.93% Perf Quarter -3.22%
Sales 5.63B P/S 13.33 EPS this Y 4.14% Inst Trans 0.50% Short Ratio 2.00 Perf Half Y -1.66%
Book/sh 75.57 P/B 2.76 EPS next Y 2.15% ROA 2.15% Short Interest 3.35M Perf Year 15.79%
Cash/sh 4.34 P/C 47.97 EPS next 5Y 3.09% ROE 11.74% 52W Range 171.43 - 222.63 Perf YTD -1.11%
Dividend Est. 9.78 (4.70%) P/FCF 22.30 EPS past 5Y 9.19% ROI 10.45% 52W High -6.45% Beta 0.54
Dividend TTM 4.37 (2.10%) Quick Ratio - Sales past 5Y 5.00% Gross Margin 81.49% 52W Low 21.48% ATR (14) 3.87
Dividend Ex-Date Mar 07, 2024 Current Ratio - EPS Y/Y TTM 11.22% Oper. Margin 61.89% RSI (14) 44.89 Volatility 1.99% 1.85%
Employees 3565 Debt/Eq 0.14 Sales Y/Y TTM 9.99% Profit Margin 56.13% Recom 2.53 Target Price 222.60
Option/Short Yes / Yes LT Debt/Eq 0.11 EPS Q/Q -3.38% Payout 108.90% Rel Volume 1.01 Prev Close 210.80
Sales Surprise 0.80% EPS Surprise 1.99% Sales Q/Q 3.21% Earnings Apr 24 BMO Avg Volume 1.68M Price 208.26
SMA20 -1.13% SMA50 -2.13% SMA200 0.54% Trades
Volume 1,694,940 Change -1.20%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-08-24 Downgrade Barclays
Overweight → Equal Weight
$244 → $222
Jan-03-24 Downgrade Goldman
Neutral → Sell
$195
Sep-06-23 Upgrade BofA Securities
Underperform → Neutral
$167 → $204
Jun-28-23 Initiated Barclays
Overweight
$215
Jan-05-23 Upgrade Credit Suisse
Neutral → Outperform
$191
Oct-12-22 Upgrade Deutsche Bank
Hold → Buy
$212 → $200
Oct-12-22 Initiated Citigroup
Buy
$220
Aug-17-22 Initiated Rosenblatt
Sell
$171
Aug-15-22 Downgrade Raymond James
Outperform → Mkt Perform
Jun-10-22 Upgrade Atlantic Equities
Neutral → Overweight
$235
May-25-22 Upgrade Oppenheimer
Perform → Outperform
$223
May-16-22 Downgrade Argus
Buy → Hold
$230
Feb-15-22 Initiated Credit Suisse
Neutral
$258
Feb-10-22 Reiterated JP Morgan
Neutral
$202 → $201
Feb-10-22 Reiterated Deutsche Bank
Hold
$235 → $260
Feb-10-22 Reiterated Compass Point
Neutral
$235 → $250
Feb-10-22 Reiterated Citigroup
Buy
$260 → $280
Feb-10-22 Reiterated BofA Securities
Underperform
$244 → $252
Feb-08-22 Downgrade Atlantic Equities
Overweight → Neutral
$250
Jan-20-22 Upgrade Rosenblatt
Sell → Neutral
$254
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Feb-09-24 08:50AM
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CME Group, Inc. operates a derivatives marketplace, which offers a range of futures and options products for risk management. Its exchanges offer a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange (FX), energy, agricultural commodities and metals. It offers futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. In addition, it also operates CME Clearing, a central counterparty clearing provider. The company was founded in 1898 and is headquartered in Chicago, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SAVAGE TERRY L Director May 13 '24 Sale 210.65 2,500 526,620 17,441 May 13 06:00 PM Piell Hilda Harris Sr MD & Chief HR Officer May 08 '24 Sale 210.35 7,140 1,501,876 29,256 May 09 01:29 PM DUFFY TERRENCE A Chairman and CEO Apr 29 '24 Sale 210.91 40,000 8,436,496 67,455 May 01 05:06 PM SHEPARD WILLIAM R Director Mar 26 '24 Buy 214.71 282 60,561 253,343 Mar 27 12:49 PM SHEPARD WILLIAM R Director Mar 26 '24 Buy 214.71 12 2,670 2,334 Mar 27 12:49 PM McCourt Timothy Francis Sr MD Global Head Equity & FX Jan 31 '24 Sale 206.78 35 7,237 6,447 Mar 22 04:02 PM SHEPARD WILLIAM R Director Jan 18 '24 Buy 202.44 1,331 269,488 253,060 Jan 19 05:03 PM SHEPARD WILLIAM R Director Jan 18 '24 Buy 202.44 59 11,880 2,322 Jan 19 05:03 PM SHEPARD WILLIAM R Director Dec 28 '23 Buy 210.79 266 56,170 251,729 Dec 29 03:31 PM SHEPARD WILLIAM R Director Dec 28 '23 Buy 210.79 12 2,476 2,263 Dec 29 03:31 PM Durkin Bryan T Director Dec 11 '23 Sale 216.37 5,560 1,203,018 62,452 Dec 12 02:29 PM Sammann Derek Sr MD Gl Hd Commodity & Option Dec 04 '23 Sale 222.07 1,862 413,494 0 Dec 05 06:30 PM Sammann Derek Sr MD Gl Hd Commodity & Option Dec 01 '23 Sale 220.50 10,681 2,355,165 1,862 Dec 05 06:30 PM Suskind Dennis Director Nov 06 '23 Sale 213.60 1,500 320,400 3,167 Nov 07 07:38 AM Sprague Suzanne Sr MD Global Head of Clearing Oct 31 '23 Sale 211.79 1,146 242,711 6,972 Nov 01 10:06 AM McCourt Timothy Francis Sr MD Global Head Equity & FX Oct 31 '23 Sale 213.18 43 9,167 6,309 Nov 01 10:09 AM Cook Elizabeth A Director Oct 30 '23 Sale 211.43 500 105,712 19,241 Oct 30 05:48 PM Cook Elizabeth A Director Oct 27 '23 Sale 208.22 500 104,111 19,741 Oct 30 12:35 PM McCourt Timothy Francis Sr MD Global Head Equity & FX Oct 26 '23 Sale 216.37 1,043 225,674 6,352 Oct 27 09:56 AM GEPSMAN MARTIN J Director Oct 26 '23 Sale 216.33 300 64,899 24,719 Oct 26 02:53 PM SHEPARD WILLIAM R Director Sep 27 '23 Buy 199.84 280 55,863 251,463 Oct 06 09:47 AM SHEPARD WILLIAM R Director Sep 27 '23 Buy 199.84 12 2,463 2,251 Oct 06 09:47 AM DUFFY TERRENCE A Chairman and CEO Aug 18 '23 Sale 203.95 30,000 6,118,500 65,545 Aug 21 04:20 PM Holzrichter Julie Sr MD Chief Operating Officer Aug 15 '23 Sale 205.47 6,000 1,232,821 31,990 Aug 15 06:18 PM Bitsberger Timothy S. Director Aug 11 '23 Sale 205.92 800 164,739 10,841 Aug 14 12:01 PM Winkler Julie Sr MD Chief Commercial Officer Aug 10 '23 Sale 207.00 6,262 1,296,234 25,373 Aug 11 10:19 AM GLICKMAN DANIEL R Director Aug 09 '23 Sale 206.09 750 154,565 14,658 Aug 09 04:30 PM Piell Hilda Harris Sr MD & Chief HR Officer Aug 07 '23 Sale 207.98 4,477 931,126 30,900 Aug 08 10:47 AM Cutinho Sunil Chief Information Officer Jul 28 '23 Sale 198.66 9,328 1,853,100 23,206 Jul 28 07:53 PM Cutinho Sunil Chief Information Officer Jul 27 '23 Sale 198.68 10,102 2,007,065 32,534 Jul 28 07:53 PM SHEPARD WILLIAM R Director Jun 27 '23 Buy 179.77 309 55,523 251,183 Jun 28 02:39 PM SHEPARD WILLIAM R Director Jun 27 '23 Buy 179.77 14 2,448 2,239 Jun 28 02:39 PM
Index S&P 500 P/E 12.87 EPS (ttm) 1.11 Insider Own 1.28% Shs Outstand 1.45B Perf Week 1.49%
Market Cap 20.67B Forward P/E 9.95 EPS next Y 1.43 Insider Trans -1.79% Shs Float 1.43B Perf Month 9.36%
Income 1.63B PEG - EPS next Q 0.29 Inst Own 83.45% Short Float 1.59% Perf Quarter 12.11%
Sales 11.11B P/S 1.86 EPS this Y -2.72% Inst Trans 1.69% Short Ratio 1.40 Perf Half Y 39.39%
Book/sh 11.68 P/B 1.22 EPS next Y 18.82% ROA 0.92% Short Interest 22.77M Perf Year 49.16%
Cash/sh - P/C - EPS next 5Y -5.50% ROE 9.29% 52W Range 9.25 - 14.16 Perf YTD 12.11%
Dividend Est. 0.63 (4.44%) P/FCF 6.62 EPS past 5Y 0.68% ROI 4.76% 52W High 0.67% Beta 1.10
Dividend TTM 0.62 (4.35%) Quick Ratio - Sales past 5Y 16.92% Gross Margin - 52W Low 54.16% ATR (14) 0.25
Dividend Ex-Date Jun 17, 2024 Current Ratio 0.11 EPS Y/Y TTM -28.45% Oper. Margin 19.30% RSI (14) 66.59 Volatility 1.40% 1.90%
Employees - Debt/Eq 0.78 Sales Y/Y TTM 27.37% Profit Margin 14.65% Recom 2.09 Target Price 15.37
Option/Short Yes / Yes LT Debt/Eq 0.77 EPS Q/Q -33.33% Payout 50.09% Rel Volume 0.79 Prev Close 14.08
Sales Surprise 1.35% EPS Surprise 7.93% Sales Q/Q 13.54% Earnings Apr 19 BMO Avg Volume 16.25M Price 14.26
SMA20 4.18% SMA50 5.17% SMA200 18.62% Trades
Volume 12,858,636 Change 1.28%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-08-24 Upgrade Jefferies
Hold → Buy
$14 → $16
Apr-08-24 Upgrade BofA Securities
Neutral → Buy
$14 → $16
Feb-27-24 Upgrade DA Davidson
Neutral → Buy
$14 → $15.50
Feb-14-24 Upgrade UBS
Neutral → Buy
$14 → $15
Jan-03-24 Upgrade Evercore ISI
In-line → Outperform
$10.50 → $15
Jan-02-24 Upgrade Barclays
Underweight → Equal Weight
$12 → $15
Oct-23-23 Upgrade Wolfe Research
Underperform → Peer Perform
Sep-29-23 Initiated Citigroup
Buy
$12
Jul-25-23 Upgrade JP Morgan
Underweight → Neutral
$12 → $13
Apr-10-23 Downgrade UBS
Buy → Neutral
Apr-06-23 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$13.50 → $13
Dec-21-22 Initiated DA Davidson
Neutral
$15
Dec-13-22 Downgrade JP Morgan
Neutral → Underweight
$15.50 → $14.50
Dec-05-22 Upgrade Morgan Stanley
Equal-Weight → Overweight
$16 → $19
Oct-24-22 Downgrade Stephens
Overweight → Equal-Weight
$15 → $16
Sep-28-22 Resumed Wedbush
Neutral
$14
Jul-28-22 Upgrade Argus
Hold → Buy
$15
Jul-08-22 Downgrade Piper Sandler
Overweight → Neutral
$14 → $13.50
Jul-01-22 Downgrade JP Morgan
Overweight → Neutral
$17.50 → $14.50
Jun-30-22 Downgrade Wedbush
Outperform → Neutral
$14
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(Thomson Reuters StreetEvents)
Oct-20-23 04:30PM
04:28PM
03:13PM
12:49PM
10:14AM
(The Wall Street Journal)
Huntington Bancshares, Inc. is a bank holding company, which engages in the provision of full-service commercial and consumer deposit, lending, and other banking services. It operates through the following segments: Consumer and Regional Banking, Commercial Banking, and Treasury and Other. The Consumer and Regional Banking segment provides a wide array of financial products and services to consumer and business customers including deposits, lending, payments, mortgage banking, dealer financing, investment management, trust, brokerage, insurance, and other financial products and services. The Commercial Banking segment is involved in expertise through bankers, capabilities, and digital channels, and includes a comprehensive set of product offerings. The Treasury and Other segment focuses on technology and operations, other unallocated assets, liabilities, revenue, and expense. The company was founded in 1866 and is headquartered in Columbus, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Kowalski Kendall A Chief Information Officer May 03 '24 Sale 13.84 15,711 217,454 65,195 May 07 07:03 PM Syal Rajeev Senior Exec. V.P. May 02 '24 Sale 13.76 11,155 153,493 279,733 May 03 05:10 PM Syal Rajeev Senior Exec. V.P. May 01 '24 Option Exercise 8.57 48,564 416,193 348,609 May 03 05:10 PM Syal Rajeev Senior Exec. V.P. May 01 '24 Sale 13.67 11,627 158,931 329,607 May 03 05:10 PM Kleinman Scott D Senior Exec. V.P. Apr 30 '24 Sale 13.45 51,689 695,217 427,910 May 02 05:10 PM Syal Rajeev Senior Exec. V.P. Apr 30 '24 Sale 13.45 20,244 272,282 300,045 May 02 05:10 PM Syal Rajeev Senior Exec. V.P. Apr 29 '24 Option Exercise 8.57 97,128 832,387 424,438 May 01 05:06 PM Syal Rajeev Senior Exec. V.P. Apr 29 '24 Sale 13.51 27,265 368,350 397,173 May 01 05:06 PM Kowalski Kendall A Chief Information Officer Apr 24 '24 Sale 13.47 15,948 214,822 21,102 Apr 25 05:08 PM Standridge Brantley J Senior Exec. V.P. Apr 23 '24 Sale 13.60 50,000 679,860 385,409 Apr 25 05:18 PM Wasserman Zachary Jacob CFO and Senior Exec. V.P. Apr 23 '24 Sale 13.66 30,000 409,800 305,884 Apr 25 05:18 PM CRANE ANN B Director Mar 08 '24 Sale 13.54 58,000 785,140 192,247 Mar 12 05:20 PM Tutkovics Julie C Senior Exec. V.P. Feb 28 '24 Option Exercise 8.57 54,898 470,476 358,353 Mar 01 05:18 PM Tutkovics Julie C Senior Exec. V.P. Feb 20 '24 Sale 12.68 15,541 197,060 303,455 Feb 22 05:13 PM Houston Helga Senior Exec. V. P. Jan 30 '24 Sale 13.17 28,700 378,005 568,222 Feb 01 05:23 PM Houston Helga Senior Exec. V. P. Nov 21 '23 Sale 10.97 2,750 30,181 592,764 Nov 21 05:14 PM Houston Helga Senior Exec. V. P. Nov 07 '23 Sale 10.46 4,300 45,000 595,514 Nov 08 05:05 PM Heller Paul G Sr. EVP & Chief Technology Off Aug 09 '23 Option Exercise 8.57 63,344 542,858 529,727 Aug 11 06:47 PM Heller Paul G Sr. EVP & Chief Technology Off Aug 09 '23 Sale 11.89 23,817 283,215 505,910 Aug 11 06:47 PM Houston Helga Senior Exec. V. P. Aug 09 '23 Sale 11.97 12,280 146,992 594,564 Aug 11 04:14 PM Diaz-Granados Rafael Director May 31 '23 Buy 10.35 200 2,070 200 Jun 01 05:33 PM TORGOW GARY Director May 30 '23 Buy 10.56 23,680 250,134 933,816 Jun 01 05:32 PM
Index S&P 500 P/E 22.36 EPS (ttm) 2.06 Insider Own 45.51% Shs Outstand 753.45M Perf Week -1.41%
Market Cap 34.35B Forward P/E 14.00 EPS next Y 3.29 Insider Trans -12.03% Shs Float 405.95M Perf Month -8.71%
Income 1.57B PEG - EPS next Q 0.60 Inst Own 45.82% Short Float 2.01% Perf Quarter -15.36%
Sales 11.21B P/S 3.06 EPS this Y 50.86% Inst Trans 0.35% Short Ratio 1.77 Perf Half Y -3.15%
Book/sh 5.31 P/B 8.69 EPS next Y 15.55% ROA 7.13% Short Interest 8.15M Perf Year -23.09%
Cash/sh 6.65 P/C 6.93 EPS next 5Y -1.75% ROE 39.16% 52W Range 43.77 - 61.25 Perf YTD -6.30%
Dividend Est. 0.67 (1.45%) P/FCF 14.19 EPS past 5Y -12.26% ROI 9.88% 52W High -24.72% Beta 1.14
Dividend TTM 0.80 (1.73%) Quick Ratio 1.29 Sales past 5Y 22.98% Gross Margin 38.70% 52W Low 5.35% ATR (14) 1.10
Dividend Ex-Date May 06, 2024 Current Ratio 1.30 EPS Y/Y TTM 388.26% Oper. Margin 24.04% RSI (14) 40.65 Volatility 1.63% 2.35%
Employees 38700 Debt/Eq 3.53 Sales Y/Y TTM 112.05% Profit Margin 13.99% Recom 1.36 Target Price 62.31
Option/Short Yes / Yes LT Debt/Eq 3.01 EPS Q/Q 242.31% Payout 25.06% Rel Volume 1.23 Prev Close 46.32
Sales Surprise 0.67% EPS Surprise 21.58% Sales Q/Q 39.58% Earnings Apr 17 AMC Avg Volume 4.61M Price 46.11
SMA20 -0.48% SMA50 -6.87% SMA200 -7.52% Trades
Volume 5,652,642 Change -0.45%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-15-24 Initiated Seaport Research Partners
Buy
$63
Mar-26-24 Initiated Mizuho
Buy
$70
Dec-15-23 Initiated Susquehanna
Positive
$59
Jun-08-23 Downgrade Jefferies
Buy → Hold
$69 → $65
Apr-20-23 Reiterated Wells Fargo
Overweight
$68 → $71
Apr-20-23 Reiterated Stifel
Buy
$66 → $73
Apr-20-23 Reiterated Morgan Stanley
Overweight
$64 → $69
Apr-20-23 Reiterated JP Morgan
Overweight
$69 → $71
Apr-20-23 Reiterated Jefferies
Buy
$66 → $69
Apr-20-23 Reiterated Deutsche Bank
Buy
$69 → $74
Apr-20-23 Reiterated Credit Suisse
Outperform
$62 → $67
Apr-20-23 Reiterated Citigroup
Buy
$76 → $80.50
Apr-20-23 Reiterated Barclays
Overweight
$64 → $69
Apr-12-23 Initiated ROTH MKM
Buy
$74
Jan-27-23 Upgrade Argus
Hold → Buy
$68
Nov-21-22 Initiated Morgan Stanley
Overweight
$49
Oct-13-22 Upgrade BofA Securities
Underperform → Neutral
$37
Sep-26-22 Upgrade Jefferies
Hold → Buy
Jul-21-22 Upgrade Wells Fargo
Equal Weight → Overweight
$43 → $45
Jun-29-22 Initiated Barclays
Overweight
$39
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May-14-24 06:40PM
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(Thomson Reuters StreetEvents)
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(Associated Press Finance)
04:05PM
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09:51AM
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(Investor's Business Daily)
Jan-17-24 06:50PM
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Jan-16-24 05:30AM
(The Wall Street Journal)
Jan-15-24 08:30AM
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Jan-10-24 10:39PM
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Dec-27-23 04:53PM
Las Vegas Sands Corp. engages in the development of destination properties. It operates through the Macao and Singapore geographical segments. The Macao segment handles the operations of The Venetian Macao, The Londoner Macao, The Parisian Macao, The Plaza Macao and Four Seasons Macao, and Sands Macao. The Singapore segment includes the Marina Bay Sands. The company was founded by Sheldon Gary Adelson in August 2004 and is headquartered in Las Vegas, NV.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Goldstein Robert G Chairman & CEO Apr 26 '24 Option Exercise 0.00 51,000 0 51,000 Apr 30 06:45 PM Dumont Patrick President & COO Apr 26 '24 Option Exercise 0.00 28,447 0 380,452 Apr 30 06:35 PM Hyzak Randy EVP & CFO Apr 26 '24 Option Exercise 0.00 8,534 0 33,652 Apr 30 06:34 PM Hudson D. Zachary EVP and Global General Counsel Apr 26 '24 Option Exercise 0.00 7,822 0 28,863 Apr 30 06:13 PM Goldstein Robert G Chairman & CEO Mar 15 '24 Sale 52.06 100,000 5,206,000 172,801 Mar 19 07:31 PM Dumont Patrick President & COO Jan 30 '24 Option Exercise 0.00 28,508 0 352,005 Jan 31 08:22 PM Goldstein Robert G Chairman & CEO Jan 30 '24 Option Exercise 0.00 55,589 0 55,589 Jan 31 08:22 PM Hudson D. Zachary EVP and Global General Counsel Jan 30 '24 Option Exercise 0.00 7,840 0 23,026 Jan 31 08:21 PM Hyzak Randy EVP & CFO Jan 30 '24 Option Exercise 0.00 8,552 0 25,118 Jan 31 08:21 PM Adelson Miriam 10% Owner Dec 01 '23 Sale 43.23 34,010,540 1,470,275,644 0 Dec 05 04:34 PM Adelson Miriam 10% Owner Dec 01 '23 Sale 43.23 12,253,628 529,724,338 41,134,164 Dec 05 04:34 PM
Index - P/E - EPS (ttm) -0.09 Insider Own 19.49% Shs Outstand 9.61M Perf Week 8.64%
Market Cap 109.22M Forward P/E 10.52 EPS next Y 1.10 Insider Trans 4.35% Shs Float 7.60M Perf Month 1.40%
Income -0.84M PEG - EPS next Q 0.08 Inst Own 56.36% Short Float 0.36% Perf Quarter -18.92%
Sales 108.82M P/S 1.00 EPS this Y 92.31% Inst Trans 0.42% Short Ratio 1.46 Perf Half Y -18.06%
Book/sh 17.00 P/B 0.68 EPS next Y 120.00% ROA -0.04% Short Interest 0.03M Perf Year 12.66%
Cash/sh - P/C - EPS next 5Y - ROE -0.52% 52W Range 10.03 - 16.12 Perf YTD -27.42%
Dividend Est. 0.28 (2.42%) P/FCF 18.93 EPS past 5Y -17.87% ROI -0.31% 52W High -28.23% Beta 0.89
Dividend TTM 0.28 (2.42%) Quick Ratio - Sales past 5Y 15.31% Gross Margin - 52W Low 15.35% ATR (14) 0.48
Dividend Ex-Date May 09, 2024 Current Ratio 0.09 EPS Y/Y TTM -105.16% Oper. Margin -0.69% RSI (14) 51.16 Volatility 3.80% 4.56%
Employees 270 Debt/Eq 2.36 Sales Y/Y TTM 12.16% Profit Margin -0.77% Recom 3.00 Target Price 12.00
Option/Short No / Yes LT Debt/Eq 0.69 EPS Q/Q -88.69% Payout 110.06% Rel Volume 1.01 Prev Close 10.86
Sales Surprise -2.33% EPS Surprise -66.67% Sales Q/Q 15.22% Earnings Apr 25 BMO Avg Volume 18.58K Price 11.57
SMA20 8.70% SMA50 -12.46% SMA200 -15.45% Trades
Volume 18,795 Change 6.54%
Date
Action
Analyst
Rating Change
Price Target Change
Jun-09-23 Downgrade Piper Sandler
Overweight → Neutral
$14 → $13
Jun-01-22 Resumed Piper Sandler
Overweight
$19
Jan-28-22 Upgrade Piper Sandler
Neutral → Overweight
$19.50 → $24
Dec-20-21 Initiated Hovde Group
Outperform
$23
Sep-01-21 Initiated Piper Sandler
Neutral
$20
Apr-25-24 07:00AM
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Aug-09-22 01:31PM
Aug-07-22 08:19AM
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Jul-07-22 10:00AM
(American City Business Journals)
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(Investor's Business Daily)
Feb-06-21 02:33AM
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(Simply Wall St.) +13.23%
Mar-16-20 06:55PM
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First Northwest Bancorp is a bank holding company which engages in the provision of commercial, mortgage, and lending activities and investment. Its offerings include saving accounts, certificate of deposits, money market, credit cards, fixed rate loans, mortgages, mutual funds, insurances and education savings accounts. The company was founded in 1923 and is headquartered in Port Angeles, WA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Behar Dana D. Director May 10 '24 Buy 10.50 80,000 840,000 135,467 May 14 06:20 PM Terwoerds Lynn Director May 01 '24 Buy 10.34 2,417 24,992 8,841 May 01 05:26 PM Terwoerds Lynn Director Mar 11 '24 Buy 15.71 99 1,555 6,424 Mar 13 06:22 PM DEINES MATTHEW President / CEO Mar 07 '24 Buy 15.75 1,500 23,625 85,243 Mar 08 11:46 AM Zaccardo Jennifer Director Mar 07 '24 Buy 15.68 500 7,840 38,364 Mar 08 11:52 AM Anderson Terry A EVP, Chief Credit Officer Mar 06 '24 Sale 15.72 3,100 48,732 16,677 Mar 08 11:49 AM Finnie Cindy H. Director Feb 06 '24 Buy 13.66 365 4,986 34,427 Feb 06 03:34 PM Riffle Christopher J EVP, COO and CDO Dec 15 '23 Sale 15.49 5,019 77,744 28,725 Dec 15 05:22 PM Behar Dana D. Director May 22 '23 Buy 10.50 20,000 210,000 53,991 May 24 05:29 PM
Index RUT P/E 12.19 EPS (ttm) 4.89 Insider Own 62.75% Shs Outstand 21.93M Perf Week 2.67%
Market Cap 2.03B Forward P/E 9.53 EPS next Y 6.26 Insider Trans -0.63% Shs Float 12.70M Perf Month 20.24%
Income 172.50M PEG 0.80 EPS next Q 1.53 Inst Own 45.55% Short Float 16.87% Perf Quarter 5.96%
Sales 14.27B P/S 0.14 EPS this Y -14.30% Inst Trans -4.87% Short Ratio 9.03 Perf Half Y 20.07%
Book/sh 26.69 P/B 2.23 EPS next Y 7.19% ROA 3.27% Short Interest 2.14M Perf Year 46.77%
Cash/sh 0.44 P/C 134.57 EPS next 5Y 15.30% ROE 19.61% 52W Range 39.02 - 64.68 Perf YTD 6.01%
Dividend Est. 1.19 (2.00%) P/FCF - EPS past 5Y 32.81% ROI 5.71% 52W High -7.87% Beta 1.73
Dividend TTM 1.18 (1.98%) Quick Ratio 0.35 Sales past 5Y 8.20% Gross Margin 14.61% 52W Low 52.72% ATR (14) 2.10
Dividend Ex-Date Jun 14, 2024 Current Ratio 1.09 EPS Y/Y TTM 542.72% Oper. Margin 3.68% RSI (14) 63.59 Volatility 3.48% 3.55%
Employees 10500 Debt/Eq 4.29 Sales Y/Y TTM 1.63% Profit Margin 1.21% Recom 3.38 Target Price 55.80
Option/Short Yes / Yes LT Debt/Eq 2.34 EPS Q/Q -6.91% Payout 23.37% Rel Volume 0.73 Prev Close 59.24
Sales Surprise -1.87% EPS Surprise 4.77% Sales Q/Q -3.07% Earnings Apr 25 BMO Avg Volume 237.27K Price 59.59
SMA20 7.20% SMA50 10.48% SMA200 14.93% Trades
Volume 174,336 Change 0.59%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-26-24 Upgrade BofA Securities
Underperform → Buy
$55 → $68
Oct-31-23 Downgrade JP Morgan
Neutral → Underweight
$50
Feb-21-23 Downgrade JP Morgan
Overweight → Neutral
$60 → $55
Oct-06-22 Upgrade JP Morgan
Neutral → Overweight
$60
Sep-09-22 Downgrade BofA Securities
Buy → Underperform
Apr-29-22 Downgrade Seaport Research Partners
Buy → Neutral
Apr-07-22 Downgrade JP Morgan
Overweight → Neutral
$70 → $57
Nov-17-21 Downgrade Morgan Stanley
Equal-Weight → Underweight
$40
Jan-15-21 Upgrade JP Morgan
Neutral → Overweight
$55
Nov-17-20 Upgrade BofA Securities
Underperform → Buy
Oct-19-20 Initiated Seaport Global Securities
Buy
$47
May-01-20 Reiterated The Benchmark Company
Buy
$23 → $27.50
Mar-12-20 Initiated The Benchmark Company
Buy
$35
Nov-14-19 Upgrade Morgan Stanley
Underweight → Equal-Weight
Sep-10-19 Upgrade JP Morgan
Underweight → Neutral
$23 → $30
Aug-15-19 Downgrade BofA/Merrill
Buy → Neutral
$26 → $29
Jun-05-19 Upgrade Stephens
Equal-Weight → Overweight
$19 → $30
Apr-26-19 Upgrade BofA/Merrill
Neutral → Buy
Feb-19-19 Initiated JP Morgan
Underweight
$14
Jul-10-18 Downgrade Morgan Stanley
Equal-Weight → Underweight
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Apr-25-24 07:53PM
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(Morningstar Research) -7.60%
Nov-14-23 11:19PM
(Morningstar Research) +9.73%
Nov-01-23 04:29PM
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01:51AM
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(Thomson Reuters StreetEvents)
Oct-26-23 04:12PM
(Morningstar Research) +13.45%
10:30AM
08:05AM
06:55AM
(Associated Press Finance)
06:45AM
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(American City Business Journals)
10:02AM
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(Thomson Reuters StreetEvents)
Apr-27-23 05:38PM
(Morningstar Research) -11.69%
03:30PM
08:05AM
06:45AM
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08:15AM
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05:30AM
(The Wall Street Journal)
Mar-06-23 12:00PM
Feb-28-23 06:55AM
Sonic Automotive, Inc. operates as a automotive retailer. Its services include sales of both new and used cars and light trucks, sales of replacement parts and performance of vehicle maintenance, warranty, paint and repair services and arrangement of extended service contracts, financing, insurance, vehicle protection products and other aftermarket products for automotive customers. The firm operates through the following segments: Franchised Dealerships and EchoPark. The Franchised Dealerships segment provides comprehensive services, which include sales of both new and used cars and light trucks, sales of replacement parts and performance of vehicle maintenance, manufacturer warranty repairs, and paint and collision repair services. The EchoPark segment sales used cars and light trucks. The company was founded by Ollen Bruton Smith and Bryan Scott Smith in January 1997 and is headquartered in Charlotte, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SMITH DAVID BRUTON Chairman and CEO May 14 '24 Option Exercise 16.76 41,770 700,065 624,824 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 14 '24 Sale 59.27 41,770 2,475,629 583,054 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 13 '24 Option Exercise 16.76 20,653 346,144 603,707 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 13 '24 Sale 59.26 20,653 1,223,961 583,054 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 10 '24 Option Exercise 16.76 1,747 29,280 584,801 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 10 '24 Sale 58.50 1,747 102,208 583,054 May 14 04:50 PM SMITH DAVID BRUTON Chairman and CEO May 09 '24 Option Exercise 16.76 67,703 1,134,702 650,757 May 09 05:12 PM SMITH DAVID BRUTON Chairman and CEO May 09 '24 Sale 58.43 67,703 3,956,198 583,054 May 09 05:12 PM SMITH DAVID BRUTON Chairman and CEO May 07 '24 Option Exercise 16.76 21 352 583,075 May 09 05:12 PM SMITH DAVID BRUTON Chairman and CEO May 07 '24 Sale 58.49 21 1,228 583,054 May 09 05:12 PM SMITH DAVID BRUTON Chairman and CEO Apr 29 '24 Option Exercise 16.76 3,861 64,710 586,915 May 01 05:03 PM SMITH DAVID BRUTON Chairman and CEO Apr 29 '24 Sale 61.43 3,861 237,196 583,054 May 01 05:03 PM Byrd Heath EVP and CFO Sep 14 '23 Option Exercise 16.76 34,186 572,957 202,808 Sep 14 04:36 PM Byrd Heath EVP and CFO Sep 14 '23 Sale 54.01 34,186 1,846,249 168,622 Sep 14 04:36 PM Byrd Heath EVP and CFO Sep 06 '23 Option Exercise 16.76 3,800 63,688 172,422 Sep 08 04:52 PM Byrd Heath EVP and CFO Sep 06 '23 Sale 54.00 3,800 205,200 168,622 Sep 08 04:52 PM Byrd Heath EVP and CFO Aug 31 '23 Option Exercise 16.76 100 1,676 168,722 Sep 01 04:12 PM Byrd Heath EVP and CFO Aug 31 '23 Sale 54.06 100 5,406 168,622 Sep 01 04:12 PM Byrd Heath EVP and CFO Aug 30 '23 Option Exercise 16.76 1,509 25,291 170,131 Sep 01 04:12 PM Byrd Heath EVP and CFO Aug 30 '23 Sale 54.00 1,509 81,486 168,622 Sep 01 04:12 PM Byrd Heath EVP and CFO Jul 19 '23 Option Exercise 16.76 5,473 91,727 174,095 Jul 21 05:30 PM Byrd Heath EVP and CFO Jul 19 '23 Sale 54.05 5,473 295,843 168,622 Jul 21 05:30 PM
Index - P/E - EPS (ttm) -1.00 Insider Own 30.15% Shs Outstand 54.39M Perf Week 6.74%
Market Cap 10.33M Forward P/E - EPS next Y - Insider Trans 6.03% Shs Float 37.99M Perf Month 11.76%
Income -45.75M PEG - EPS next Q - Inst Own 15.14% Short Float 7.35% Perf Quarter 9.20%
Sales 0.00M P/S - EPS this Y - Inst Trans -0.61% Short Ratio 1.32 Perf Half Y 39.60%
Book/sh -2.48 P/B - EPS next Y - ROA -115.30% Short Interest 2.79M Perf Year -94.03%
Cash/sh 0.25 P/C 0.77 EPS next 5Y 34.40% ROE - 52W Range 0.09 - 3.59 Perf YTD 30.67%
Dividend Est. - P/FCF - EPS past 5Y -2.39% ROI -262.42% 52W High -94.71% Beta 2.00
Dividend TTM - Quick Ratio 7.54 Sales past 5Y 0.00% Gross Margin - 52W Low 122.74% ATR (14) 0.02
Dividend Ex-Date - Current Ratio 7.54 EPS Y/Y TTM 55.14% Oper. Margin 0.00% RSI (14) 54.05 Volatility 8.56% 12.54%
Employees 7 Debt/Eq - Sales Y/Y TTM - Profit Margin - Recom 3.00 Target Price 0.25
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 84.00% Payout - Rel Volume 0.19 Prev Close 0.18
Sales Surprise - EPS Surprise - Sales Q/Q - Earnings May 13 BMO Avg Volume 2.11M Price 0.19
SMA20 2.73% SMA50 -0.68% SMA200 -28.32% Trades
Volume 403,266 Change 8.51%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-10-23 Downgrade Piper Sandler
Overweight → Neutral
$6 → $0.50
Oct-19-21 Downgrade BTIG Research
Buy → Neutral
Oct-19-21 Downgrade BofA Securities
Buy → Underperform
$17 → $2
Apr-26-21 Resumed Credit Suisse
Outperform
$15
Dec-16-20 Upgrade Credit Suisse
Neutral → Outperform
$9 → $15
Dec-07-20 Initiated H.C. Wainwright
Buy
$15
Dec-02-19 Initiated Credit Suisse
Neutral
Dec-02-19 Initiated Citigroup
Buy
Dec-02-19 Initiated BTIG Research
Buy
Dec-02-19 Initiated BofA/Merrill
Buy
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Galera Therapeutics, Inc. is a clinical stage biotechnology company, which engages in developing and commercializing a pipeline of novel, proprietary therapeutics for cancer. It is also involved in the prevention of radiation-induced toxicity, including mucositis and the treatment of fibrosis, and cancer. The company was founded by Robert A. Beardsley, Randy W. Weiss, and Dennis P. Riley in 2009 and is headquartered in Malvern, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Schneid Yair 10% Owner Feb 08 '24 Buy 0.17 150,000 25,650 8,043,203 Feb 26 04:06 PM Schneid Yair 10% Owner Feb 07 '24 Buy 0.17 175,000 30,185 7,893,203 Feb 26 04:06 PM Schneid Yair 10% Owner Feb 06 '24 Buy 0.20 25,000 5,025 7,718,203 Feb 26 04:06 PM Schneid Yair 10% Owner Feb 05 '24 Buy 0.18 97,402 17,922 7,693,203 Feb 26 04:06 PM Schneid Yair 10% Owner Jan 30 '24 Buy 0.18 335,000 60,635 7,595,801 Feb 26 04:06 PM Schneid Yair 10% Owner Jan 29 '24 Buy 0.18 150,000 27,000 7,260,801 Feb 26 04:06 PM
Index S&P 500 P/E 33.31 EPS (ttm) 3.30 Insider Own 1.24% Shs Outstand 924.39M Perf Week 3.88%
Market Cap 102.70B Forward P/E 35.36 EPS next Y 3.11 Insider Trans -1.07% Shs Float 922.18M Perf Month -4.14%
Income 3.17B PEG - EPS next Q 0.63 Inst Own 95.87% Short Float 1.14% Perf Quarter -15.72%
Sales 8.21B P/S 12.51 EPS this Y -19.87% Inst Trans 1.06% Short Ratio 2.87 Perf Half Y 7.33%
Book/sh 56.00 P/B 1.96 EPS next Y 18.00% ROA 3.50% Short Interest 10.54M Perf Year -12.20%
Cash/sh 0.54 P/C 205.16 EPS next 5Y -6.05% ROE 6.00% 52W Range 96.64 - 137.52 Perf YTD -17.49%
Dividend Est. 3.81 (3.47%) P/FCF 22.39 EPS past 5Y 2.94% ROI 3.81% 52W High -20.02% Beta 1.08
Dividend TTM 3.57 (3.25%) Quick Ratio - Sales past 5Y 23.82% Gross Margin 44.23% 52W Low 13.81% ATR (14) 2.66
Dividend Ex-Date Jun 17, 2024 Current Ratio - EPS Y/Y TTM 3.37% Oper. Margin 39.61% RSI (14) 49.62 Volatility 1.78% 2.26%
Employees 2574 Debt/Eq 0.57 Sales Y/Y TTM 25.88% Profit Margin 38.66% Recom 1.58 Target Price 132.95
Option/Short Yes / Yes LT Debt/Eq 0.56 EPS Q/Q 25.96% Payout 108.38% Rel Volume 1.18 Prev Close 108.28
Sales Surprise -0.50% EPS Surprise 8.58% Sales Q/Q 10.63% Earnings Apr 17 BMO Avg Volume 3.67M Price 109.99
SMA20 4.58% SMA50 -7.18% SMA200 -8.46% Trades
Volume 4,341,843 Change 1.58%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-22-24 Downgrade BMO Capital Markets
Outperform → Market Perform
$145 → $112
Mar-18-24 Downgrade Evercore ISI
Outperform → In-line
$136
Dec-18-23 Upgrade JP Morgan
Neutral → Overweight
$123 → $148
Dec-05-23 Downgrade Mizuho
Buy → Neutral
$140 → $125
Jul-20-23 Upgrade Exane BNP Paribas
Neutral → Outperform
$141
Mar-21-23 Resumed Goldman
Buy
$147
Mar-20-23 Initiated Mizuho
Buy
$140
Dec-16-22 Downgrade JP Morgan
Overweight → Neutral
$124 → $130
Oct-24-22 Resumed BofA Securities
Buy
$140
Oct-17-22 Upgrade Scotiabank
Sector Perform → Sector Outperform
$137 → $116
Oct-17-22 Resumed Morgan Stanley
Overweight
$120
Oct-13-22 Initiated Stifel
Buy
$128
Oct-04-22 Resumed Citigroup
Buy
$120
Sep-27-22 Upgrade Evercore ISI
In-line → Outperform
$133 → $127
Aug-24-22 Upgrade Wolfe Research
Peer Perform → Outperform
Sep-20-21 Downgrade Evercore ISI
Outperform → In-line
$135
Sep-01-21 Initiated Barclays
Overweight
$159
Jun-15-21 Initiated Wolfe Research
Peer Perform
$133
Apr-16-21 Initiated Raymond James
Strong Buy
$125
Jan-27-21 Upgrade Evercore ISI
In-line → Outperform
$121
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Prologis, Inc. engages in providing logistics solutions and services. It operates in the Real Estate and Strategic Capital segments. The Real Estate segment represents the ownership and development of operating properties and is the largest component of revenue and earnings. The Strategic Capital segment refers to the management of co-investment ventures and other unconsolidated entities. The company was founded by Hamid R. Moghadam in 1991 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SKELTON JEFFREY L Director May 09 '24 Option Exercise 0.00 3,416 0 64,600 May 13 05:00 PM Ghazal Joseph Chief Investment Officer May 03 '24 Option Exercise 0.00 253 0 15,726 May 03 03:30 PM Modjtabai Avid Director Apr 29 '24 Option Exercise 0.00 1,762 0 19,044 May 01 05:00 PM BITA CRISTINA GABRIELA Director Apr 29 '24 Option Exercise 0.00 1,762 0 10,829 May 01 05:00 PM Piani Olivier Director Apr 29 '24 Option Exercise 0.00 1,762 0 9,737 May 01 05:00 PM KENNARD LYDIA H Director Apr 29 '24 Option Exercise 0.00 1,762 0 30,812 May 01 05:00 PM SKELTON JEFFREY L Director Apr 29 '24 Option Exercise 0.00 1,762 0 61,184 May 01 05:00 PM WEBB CARL B Director Apr 29 '24 Option Exercise 0.00 1,762 0 88,349 May 01 05:00 PM Ghazal Joseph Chief Investment Officer Mar 02 '24 Option Exercise 0.00 122 0 15,536 Mar 05 06:00 PM Ghazal Joseph Chief Investment Officer Feb 04 '24 Option Exercise 0.00 869 0 15,859 Feb 05 08:30 PM Ghazal Joseph Chief Investment Officer Feb 02 '24 Option Exercise 0.00 957 0 15,480 Feb 05 08:30 PM Ghazal Joseph Chief Investment Officer Jan 17 '24 Option Exercise 0.00 4,293 0 13,717 Jan 18 05:30 PM Ghazal Joseph Chief Investment Officer Jan 16 '24 Option Exercise 0.00 1,848 0 10,133 Jan 18 05:30 PM BITA CRISTINA GABRIELA Director Jan 16 '24 Option Exercise 0.00 1,009 0 9,067 Jan 18 05:30 PM Connor James B. Director Dec 21 '23 Sale 130.40 21,419 2,793,038 0 Dec 21 07:15 PM Connor James B. Director Dec 20 '23 Sale 133.20 103,331 13,763,689 21,419 Dec 21 07:15 PM FOTIADES GEORGE L Director Aug 01 '23 Sale 123.98 10,711 1,327,908 0 Aug 02 05:51 PM
Index RUT P/E - EPS (ttm) -1.45 Insider Own 15.89% Shs Outstand 92.23M Perf Week 2.04%
Market Cap 1.44B Forward P/E - EPS next Y -0.35 Insider Trans 0.00% Shs Float 77.88M Perf Month 11.17%
Income -133.65M PEG - EPS next Q -0.08 Inst Own 99.20% Short Float 5.76% Perf Quarter 2.71%
Sales 280.47M P/S 5.13 EPS this Y 55.68% Inst Trans -1.98% Short Ratio 8.14 Perf Half Y 16.77%
Book/sh 12.26 P/B 1.27 EPS next Y -0.63% ROA -2.53% Short Interest 4.49M Perf Year -4.37%
Cash/sh 1.49 P/C 10.39 EPS next 5Y - ROE -7.55% 52W Range 13.06 - 18.98 Perf YTD -1.27%
Dividend Est. 0.22 (1.41%) P/FCF 29.89 EPS past 5Y - ROI -4.99% 52W High -18.16% Beta 1.25
Dividend TTM 0.15 (1.00%) Quick Ratio - Sales past 5Y -3.87% Gross Margin 23.49% 52W Low 18.87% ATR (14) 0.37
Dividend Ex-Date Jul 03, 2024 Current Ratio - EPS Y/Y TTM -99.23% Oper. Margin 4.81% RSI (14) 60.54 Volatility 1.47% 2.39%
Employees 197 Debt/Eq 1.64 Sales Y/Y TTM -13.52% Profit Margin -47.65% Recom 2.67 Target Price 17.00
Option/Short Yes / Yes LT Debt/Eq 1.36 EPS Q/Q 78.66% Payout - Rel Volume 0.64 Prev Close 15.62
Sales Surprise -3.66% EPS Surprise 47.98% Sales Q/Q 0.62% Earnings Apr 24 AMC Avg Volume 551.14K Price 15.53
SMA20 4.09% SMA50 4.82% SMA200 -0.58% Trades
Volume 351,416 Change -0.58%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-25-23 Resumed JP Morgan
Underweight
$15 → $14
Jul-27-23 Upgrade Evercore ISI
In-line → Outperform
$18 → $19
May-16-23 Upgrade Deutsche Bank
Hold → Buy
$15 → $19
Nov-14-22 Upgrade BofA Securities
Underperform → Neutral
$16 → $18
May-08-24 09:00AM
May-06-24 08:00AM
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Apr-27-24 12:00PM
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Veris Residential, Inc. is a real estate investment trust, which owns and operates a real estate portfolio comprised predominantly of Class A office and flex properties located primarily in the Northeast. It operates through the following segments: Commercial and Other Real Estate, and Multi-Family Real Estate and Services. The Commercial and Other Real Estate and Multi-Family Real Estate Portfolio segments provides leasing, property management, acquisition, development, construction, and tenant-related services. The company was founded on May 24, 1994 and is headquartered in Jersey City, NJ.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
KATZ A. AKIVA Director Aug 31 '23 Sale 18.75 10,607 198,881 5,195,930 Sep 01 04:41 PM KATZ A. AKIVA Director Aug 30 '23 Sale 18.83 100,000 1,883,000 5,206,537 Sep 01 04:41 PM
Index S&P 500, RUT P/E 53.45 EPS (ttm) 17.82 Insider Own 14.27% Shs Outstand 52.90M Perf Week 15.77%
Market Cap 55.77B Forward P/E 28.07 EPS next Y 33.93 Insider Trans -2.14% Shs Float 50.20M Perf Month -2.45%
Income 1.05B PEG 0.86 EPS next Q 8.00 Inst Own 68.47% Short Float 6.15% Perf Quarter 8.16%
Sales 11.82B P/S 4.72 EPS this Y 101.04% Inst Trans 2.20% Short Ratio 0.35 Perf Half Y 272.31%
Book/sh 87.00 P/B 10.95 EPS next Y 42.89% ROA 17.40% Short Interest 3.09M Perf Year 590.92%
Cash/sh 36.12 P/C 26.36 EPS next 5Y 62.40% ROE 30.57% 52W Range 135.55 - 1229.00 Perf YTD 235.03%
Dividend Est. - P/FCF - EPS past 5Y 66.82% ROI 15.26% 52W High -22.51% Beta 1.25
Dividend TTM - Quick Ratio 2.29 Sales past 5Y 17.85% Gross Margin 15.97% 52W Low 602.59% ATR (14) 69.90
Dividend Ex-Date - Current Ratio 4.69 EPS Y/Y TTM 72.67% Oper. Margin 9.72% RSI (14) 59.77 Volatility 6.04% 8.45%
Employees 5126 Debt/Eq 0.37 Sales Y/Y TTM 79.79% Profit Margin 8.88% Recom 1.85 Target Price 1059.03
Option/Short Yes / Yes LT Debt/Eq 0.35 EPS Q/Q 329.15% Payout 0.00% Rel Volume 1.08 Prev Close 822.37
Sales Surprise -2.69% EPS Surprise 15.76% Sales Q/Q 200.01% Earnings Apr 30 AMC Avg Volume 8.89M Price 952.36
SMA20 17.66% SMA50 2.20% SMA200 87.18% Trades
Volume 9,625,045 Change 15.81%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-24-24 Initiated KeyBanc Capital Markets
Sector Weight
Mar-25-24 Initiated JP Morgan
Overweight
$1150
Mar-06-24 Initiated Argus
Buy
$1350
Mar-04-24 Initiated Goldman
Neutral
$941
Feb-15-24 Initiated BofA Securities
Buy
$1040
Dec-11-23 Downgrade Susquehanna
Neutral → Negative
$240 → $160
Oct-20-23 Initiated Nomura
Buy
$413
Sep-19-23 Initiated Barclays
Overweight
$327
Aug-23-23 Upgrade Wedbush
Underperform → Neutral
$250
Jun-07-23 Initiated Rosenblatt
Buy
$300
Apr-06-23 Downgrade Wedbush
Neutral → Underperform
$65
Oct-12-22 Initiated Wedbush
Neutral
$55
Sep-19-22 Downgrade Susquehanna
Positive → Neutral
$55
Jun-11-20 Initiated Northland Capital
Outperform
Jun-05-20 Initiated Loop Capital
Buy
$35
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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
FAIRFAX DANIEL W Director May 01 '24 Sale 777.36 300 233,208 19,187 May 03 04:22 PM Liang Charles President and CEO Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:57 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Option Exercise 42.35 525 22,234 3,984 May 01 04:58 PM Liu Liang Chiu-Chu Sara Director Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:58 PM Liang Charles President and CEO Apr 29 '24 Sale 869.62 525 456,552 3,459 May 01 04:57 PM FAIRFAX DANIEL W Director Apr 01 '24 Sale 1010.00 300 303,000 19,487 Apr 03 04:09 PM FAIRFAX DANIEL W Director Mar 01 '24 Sale 881.88 300 264,564 19,787 Mar 05 04:21 PM TUAN SHERMAN Director Feb 29 '24 Sale 873.98 5,000 4,369,884 22,113 Mar 04 05:34 PM KAO GEORGE SVP, OPERATIONS Feb 15 '24 Sale 993.00 1,884 1,870,812 8,496 Feb 20 04:51 PM CLEGG DON W SVP, Worldwide Sales Feb 14 '24 Option Exercise 23.75 28,000 665,060 30,837 Feb 16 05:07 PM CLEGG DON W SVP, Worldwide Sales Feb 14 '24 Sale 874.57 28,727 25,123,838 2,110 Feb 16 05:07 PM KAO GEORGE SVP, OPERATIONS Feb 05 '24 Option Exercise 23.74 4,200 99,708 11,460 Feb 07 04:26 PM KAO GEORGE SVP, OPERATIONS Feb 05 '24 Sale 649.85 1,608 1,044,959 9,852 Feb 07 04:26 PM CHAN SHIU LEUNG Director Feb 01 '24 Buy 568.00 2,000 1,136,000 42,917 Feb 05 04:33 PM FAIRFAX DANIEL W Director Feb 01 '24 Sale 540.00 300 162,000 20,087 Feb 05 04:35 PM Liang Charles President and CEO Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:55 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Option Exercise 38.26 962 36,804 3,676 Jan 31 04:56 PM Liang Charles President and CEO Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:55 PM Liu Liang Chiu-Chu Sara Director Jan 29 '24 Sale 476.10 962 458,008 2,714 Jan 31 04:56 PM FAIRFAX DANIEL W Director Jan 02 '24 Sale 280.00 300 84,000 20,387 Jan 04 05:27 PM Liang Charles President and CEO Dec 05 '23 Sale 252.18 50,000 12,608,750 6,666,417 Dec 07 04:38 PM Liu Liang Chiu-Chu Sara Director Dec 05 '23 Sale 252.18 50,000 12,608,750 6,666,417 Dec 07 04:37 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 05 '23 Sale 252.18 20,000 5,043,500 11,580 Dec 07 04:41 PM BLAIR ROBERT L Director Dec 05 '23 Sale 252.18 800 201,740 586 Dec 07 04:40 PM TUAN SHERMAN Director Dec 05 '23 Sale 252.18 500 126,088 27,113 Dec 07 04:36 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 01 '23 Option Exercise 55.54 38,865 2,158,504 53,130 Dec 05 04:28 PM WEIGAND DAVID E SVP, Chief Financial Officer Dec 01 '23 Sale 267.88 21,550 5,772,712 31,580 Dec 05 04:28 PM FAIRFAX DANIEL W Director Dec 01 '23 Sale 262.49 300 78,747 20,687 Dec 05 04:30 PM KAO GEORGE SVP, OPERATIONS Nov 09 '23 Option Exercise 13.00 2,972 38,636 10,562 Nov 13 05:39 PM KAO GEORGE SVP, OPERATIONS Nov 09 '23 Sale 275.76 3,747 1,033,255 6,815 Nov 13 05:39 PM WEIGAND DAVID E SVP, Chief Financial Officer Nov 06 '23 Option Exercise 22.10 16,072 355,191 29,536 Nov 08 05:50 PM WEIGAND DAVID E SVP, Chief Financial Officer Nov 06 '23 Sale 249.60 16,072 4,011,511 13,464 Nov 08 05:50 PM Liu Liang Chiu-Chu Sara Director Oct 27 '23 Option Exercise 38.26 961 36,771 3,458 Oct 31 05:01 PM Liang Charles President and CEO Oct 27 '23 Option Exercise 38.26 961 36,771 3,458 Oct 31 04:59 PM Liu Liang Chiu-Chu Sara Director Oct 27 '23 Sale 243.62 961 234,117 2,497 Oct 31 05:01 PM Liang Charles President and CEO Oct 27 '23 Sale 243.62 961 234,117 2,497 Oct 31 04:59 PM KAO GEORGE SVP, OPERATIONS Aug 31 '23 Option Exercise 13.00 2,968 38,584 10,558 Sep 05 05:05 PM KAO GEORGE SVP, OPERATIONS Aug 31 '23 Sale 280.79 2,968 833,395 7,590 Sep 05 05:05 PM TUAN SHERMAN Director Aug 30 '23 Sale 272.00 1,000 272,000 27,613 Sep 01 04:36 PM KAO GEORGE SVP, OPERATIONS Aug 14 '23 Option Exercise 26.95 5,160 139,062 12,498 Aug 16 04:12 PM KAO GEORGE SVP, OPERATIONS Aug 14 '23 Sale 269.99 5,160 1,393,132 7,338 Aug 16 04:12 PM CHAN SHIU LEUNG Director Aug 11 '23 Buy 265.57 4,000 1,062,280 40,917 Aug 11 02:38 PM Liang Charles President and CEO Jul 27 '23 Option Exercise 38.26 963 36,847 2,790 Jul 31 04:29 PM Liu Liang Chiu-Chu Sara Director Jul 27 '23 Option Exercise 38.26 963 36,847 2,790 Jul 31 04:26 PM Liang Charles President and CEO Jul 27 '23 Sale 329.05 963 316,880 1,827 Jul 31 04:29 PM Liu Liang Chiu-Chu Sara Director Jul 27 '23 Sale 329.05 963 316,880 1,827 Jul 31 04:26 PM Liang Charles President and CEO Jun 01 '23 Option Exercise 24.50 41,881 1,025,951 45,759 Jun 05 04:37 PM Liu Liang Chiu-Chu Sara Director Jun 01 '23 Option Exercise 24.50 41,881 1,025,951 45,759 Jun 05 04:36 PM Liang Charles President and CEO Jun 01 '23 Sale 227.89 43,932 10,011,784 1,827 Jun 05 04:37 PM Liu Liang Chiu-Chu Sara Director Jun 01 '23 Sale 227.64 43,932 10,000,594 1,827 Jun 05 04:36 PM CLEGG DON W SVP, Worldwide Sales May 30 '23 Option Exercise 25.20 8,000 201,580 17,949 Jun 01 04:47 PM CLEGG DON W SVP, Worldwide Sales May 30 '23 Sale 232.28 16,514 3,835,803 1,435 Jun 01 04:47 PM
Index S&P 500 P/E 45.76 EPS (ttm) 1.44 Insider Own 6.65% Shs Outstand 901.01M Perf Week 2.32%
Market Cap 59.29B Forward P/E 21.44 EPS next Y 3.07 Insider Trans -1.17% Shs Float 841.07M Perf Month 20.16%
Income 1.25B PEG 5.05 EPS next Q 0.84 Inst Own 86.76% Short Float 1.74% Perf Quarter 19.64%
Sales 23.01B P/S 2.58 EPS this Y 4.42% Inst Trans -0.24% Short Ratio 2.86 Perf Half Y 29.17%
Book/sh 12.83 P/B 5.13 EPS next Y 7.68% ROA 3.70% Short Interest 14.60M Perf Year 53.70%
Cash/sh 1.46 P/C 45.02 EPS next 5Y 9.06% ROE 12.64% 52W Range 40.49 - 66.32 Perf YTD 14.53%
Dividend Est. 0.77 (1.17%) P/FCF 29.29 EPS past 5Y -12.91% ROI 4.49% 52W High -0.78% Beta 1.21
Dividend TTM 0.75 (1.14%) Quick Ratio 0.99 Sales past 5Y 3.51% Gross Margin 29.27% 52W Low 62.51% ATR (14) 1.49
Dividend Ex-Date May 02, 2024 Current Ratio 1.36 EPS Y/Y TTM -51.39% Oper. Margin 9.29% RSI (14) 70.74 Volatility 1.59% 2.52%
Employees 53000 Debt/Eq 1.51 Sales Y/Y TTM 9.35% Profit Margin 5.41% Recom 2.43 Target Price 65.43
Option/Short Yes / Yes LT Debt/Eq 1.40 EPS Q/Q -32.69% Payout 47.11% Rel Volume 0.81 Prev Close 64.96
Sales Surprise -2.44% EPS Surprise 23.16% Sales Q/Q 17.24% Earnings Apr 25 BMO Avg Volume 5.11M Price 65.80
SMA20 9.12% SMA50 12.38% SMA200 18.55% Trades
Volume 4,141,995 Change 1.29%
Date
Action
Analyst
Rating Change
Price Target Change
Oct-12-23 Downgrade Wolfe Research
Peer Perform → Underperform
$56
Oct-06-23 Downgrade JP Morgan
Neutral → Underweight
$53
Oct-05-23 Downgrade BofA Securities
Neutral → Underperform
$62 → $55
Sep-14-23 Downgrade Mizuho
Buy → Neutral
$63 → $61
Jun-08-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$49 → $47
Mar-28-23 Initiated Oppenheimer
Outperform
$51
Jan-13-23 Upgrade Mizuho
Neutral → Buy
$38 → $53
Dec-13-22 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
May-18-22 Downgrade BofA Securities
Buy → Neutral
Feb-09-22 Reiterated Wells Fargo
Equal Weight
$56 → $50
Feb-09-22 Reiterated Morgan Stanley
Overweight
$58 → $54
Feb-09-22 Reiterated Mizuho
Neutral
$57 → $50
Feb-09-22 Reiterated Deutsche Bank
Hold
$56 → $53
Feb-09-22 Reiterated Citigroup
Neutral
$59 → $55
Feb-09-22 Reiterated Atlantic Equities
Neutral
$59 → $53
Jan-03-22 Downgrade Vertical Research
Buy → Hold
$57
Dec-17-21 Initiated Mizuho
Neutral
$57
Dec-10-21 Downgrade Deutsche Bank
Buy → Hold
$58 → $56
Oct-08-21 Initiated Wells Fargo
Equal Weight
$51
Sep-07-21 Downgrade Wolfe Research
Outperform → Peer Perform
$61
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Carrier Global Corp. engages in the provision of building and cold chain solutions. It also offers heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies. The firm operates through the following segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling, and ventilation needs of residential and commercial customers. The Refrigeration segment includes transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, intermodal and rail, and commercial refrigeration products. The Fire & Security segment provides a range of residential, commercial, and industrial technologies to protect people and property. The company was founded by Willis Haviland Carrier on June 26, 1915 and is headquartered in Palm Beach Gardens, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Villeneuve Nadia Senior VP & CHRO May 10 '24 Option Exercise 20.44 106,797 2,183,459 216,825 May 14 05:48 PM Villeneuve Nadia Senior VP & CHRO May 10 '24 Sale 65.40 98,428 6,437,664 85,028 May 14 05:48 PM Timperman Jurgen President, Fire & Security Apr 29 '24 Option Exercise 24.88 267,455 6,653,494 267,455 May 01 04:57 PM Timperman Jurgen President, Fire & Security Apr 29 '24 Sale 61.95 159,915 9,907,164 0 May 01 04:57 PM Timperman Jurgen President, Fire & Security Apr 29 '24 Sale 61.64 38,858 2,395,087 0 May 01 04:57 PM Gitlin David L. Chairman and CEO Feb 08 '24 Option Exercise 20.19 473,269 9,554,111 954,077 Feb 09 04:26 PM Crockett Kyle Vice President, Controller Feb 08 '24 Option Exercise 25.58 10,258 262,400 19,075 Feb 09 04:25 PM Gitlin David L. Chairman and CEO Feb 08 '24 Sale 54.16 354,539 19,203,073 422,808 Feb 09 04:26 PM O'Connor Kevin J. Senior VP & CLO Feb 08 '24 Sale 53.77 26,551 1,427,676 66,083 Feb 09 04:26 PM Crockett Kyle Vice President, Controller Feb 08 '24 Sale 53.96 12,170 656,692 2,042 Feb 09 04:25 PM Agrawal Ajay Senior VP, Strategy & Services Dec 15 '23 Sale 57.99 16,500 956,764 89,920 Dec 15 04:41 PM Goris Patrick P. Senior Vice President & CFO Dec 01 '23 Option Exercise 0.00 18,457 0 40,866 Dec 04 04:15 PM White Timothy N President, Refrigeration Sep 01 '23 Option Exercise 0.00 10,611 0 16,949 Sep 05 04:15 PM Timperman Jurgen President, Fire & Security Jul 31 '23 Option Exercise 23.25 270,611 6,292,485 136,014 Jul 31 09:38 PM Crockett Kyle Vice President, Controller Jul 31 '23 Option Exercise 25.58 12,000 306,960 12,042 Jul 31 07:17 PM Timperman Jurgen President, Fire & Security Jul 31 '23 Sale 59.25 164,450 9,743,763 0 Jul 31 09:38 PM Timperman Jurgen President, Fire & Security Jul 31 '23 Sale 59.20 33,000 1,953,600 6,747 Jul 31 09:38 PM Crockett Kyle Vice President, Controller Jul 31 '23 Sale 59.22 6,817 403,670 42 Jul 31 07:17 PM Timperman Jurgen President, Fire & Security Jun 08 '23 Option Exercise 20.95 260,000 5,447,000 260,000 Jun 09 09:39 PM Timperman Jurgen President, Fire & Security Jun 08 '23 Sale 45.01 138,956 6,253,937 0 Jun 09 09:39 PM Timperman Jurgen President, Fire & Security Jun 08 '23 Sale 45.01 74,419 3,349,346 39,747 Jun 09 09:39 PM O'Connor Kevin J. Senior VP & CLO May 26 '23 Sale 41.13 21,049 865,689 66,083 May 26 04:07 PM Gitlin David L. Chairman and CEO May 24 '23 Option Exercise 0.00 412 0 353,108 May 25 05:20 PM
Index RUT P/E 26.08 EPS (ttm) 3.25 Insider Own 14.78% Shs Outstand 26.34M Perf Week -0.19%
Market Cap 2.15B Forward P/E 19.40 EPS next Y 4.37 Insider Trans -8.58% Shs Float 21.69M Perf Month -5.40%
Income 87.47M PEG 1.30 EPS next Q 0.80 Inst Own 82.77% Short Float 6.62% Perf Quarter -5.90%
Sales 3.25B P/S 0.66 EPS this Y 141.60% Inst Trans -0.61% Short Ratio 8.98 Perf Half Y 34.67%
Book/sh -24.81 P/B - EPS next Y 48.22% ROA 4.76% Short Interest 1.44M Perf Year 72.30%
Cash/sh 6.32 P/C 13.40 EPS next 5Y 20.00% ROE - 52W Range 46.67 - 100.01 Perf YTD 5.77%
Dividend Est. - P/FCF 9.41 EPS past 5Y - ROI 8.43% 52W High -15.34% Beta 1.98
Dividend TTM - Quick Ratio 0.54 Sales past 5Y 3.77% Gross Margin 47.16% 52W Low 81.42% ATR (14) 3.09
Dividend Ex-Date - Current Ratio 0.70 EPS Y/Y TTM 135.23% Oper. Margin 7.43% RSI (14) 41.79 Volatility 3.00% 3.63%
Employees 16000 Debt/Eq - Sales Y/Y TTM 7.78% Profit Margin 2.69% Recom 1.00 Target Price 111.50
Option/Short Yes / Yes LT Debt/Eq - EPS Q/Q 91.92% Payout - Rel Volume 1.66 Prev Close 85.07
Sales Surprise -0.29% EPS Surprise -207.14% Sales Q/Q 5.18% Earnings May 01 AMC Avg Volume 159.91K Price 84.67
SMA20 -2.38% SMA50 -5.49% SMA200 9.91% Trades
Volume 265,786 Change -0.47%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-17-20 Upgrade Barrington Research
Mkt Perform → Outperform
$125
Jul-30-20 Upgrade SunTrust
Hold → Buy
Sep-13-19 Upgrade SunTrust
Sell → Hold
Aug-16-19 Downgrade Barrington Research
Outperform → Mkt Perform
Mar-12-19 Upgrade Aegis Capital
Sell → Hold
$110 → $75
Jan-26-18 Downgrade Aegis Capital
Hold → Sell
$110
Sep-18-17 Upgrade Barrington Research
Mkt Perform → Outperform
$110
Aug-16-17 Resumed SunTrust
Hold
$85
Nov-30-16 Initiated Aegis Capital
Hold
$85
Oct-31-16 Upgrade Axiom Capital
Sell → Hold
$82
Jul-29-16 Reiterated Axiom Capital
Sell
$84 → $80
Jun-15-16 Downgrade Barrington Research
Outperform → Mkt Perform
Jun-01-16 Downgrade Axiom Capital
Hold → Sell
$84
Apr-26-16 Downgrade Cantor Fitzgerald
Buy → Hold
Jan-13-16 Downgrade Barclays
Equal Weight → Underweight
$58
Dec-04-15 Reiterated Barrington Research
Outperform
$80 → $95
Aug-21-15 Upgrade Cantor Fitzgerald
Hold → Buy
Aug-04-15 Reiterated Barrington Research
Outperform
$100 → $74
Aug-04-15 Reiterated Axiom Capital
Hold
$85 → $68
Jun-12-15 Upgrade Barrington Research
Mkt Perform → Outperform
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Cimpress Plc invests in and builds entrepreneurial and mass-customization businesses. The firm operates through the following segments: Vistaprint, PrintBrothers, The Print Group, National Pen, and All Other Businesses. The Vistaprint segment refers to the operations of global vistaprint websites and webs-branded business, which is managed with the vistaprint-branded digital business. The PrintBrothers segment includes the results of druck.at, printdeal, and WIRmachenDRUCK businesses. The Print Group segment focuses on the results of Easyflyer, Exaprint, Pixartprinting, and Tradeprint businesses. The National Pen segment encompasses the global operations of nation pen business, which manufactures and markets custom writing instruments and promotional products, apparel and gifts. The All Other Buisnesses comprises of the collection of businesses grouped together based on materiality. The company was founded by Robert S. Keane in 1994 and is headquartered in Dundalk, Ireland.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Quinn Sean Edward EVP, Chief Financial Officer May 15 '24 Option Exercise 0.00 2,300 0 10,300 May 15 02:08 PM Baumgartner Florian EVP and CEO, Vista May 01 '24 Option Exercise 46.20 3,410 157,542 33,214 May 01 04:54 PM Baumgartner Florian EVP and CEO, Vista May 01 '24 Sale 84.83 3,410 289,269 29,804 May 01 04:54 PM Baumgartner Florian EVP and CEO, Vista Apr 15 '24 Option Exercise 0.00 9,288 0 38,648 Apr 15 05:54 PM Baumgartner Florian EVP and CEO, Vista Apr 15 '24 Sale 92.24 4,432 408,802 29,804 Apr 15 05:54 PM Baumgartner Florian EVP and CEO, Vista Apr 08 '24 Sale 97.88 4,433 433,918 29,360 Apr 09 02:26 PM Baumgartner Florian EVP and CEO, Vista Apr 01 '24 Option Exercise 46.20 5,683 262,555 39,476 Apr 01 06:20 PM Baumgartner Florian EVP and CEO, Vista Apr 01 '24 Sale 89.97 5,683 511,286 33,793 Apr 01 06:20 PM Baumgartner Florian EVP and CEO, Vista Mar 21 '24 Option Exercise 46.20 5,683 262,555 39,476 Mar 21 06:44 PM Baumgartner Florian EVP and CEO, Vista Mar 21 '24 Sale 92.81 5,683 527,447 33,793 Mar 21 06:44 PM Baumgartner Florian EVP and CEO, Vista Mar 15 '24 Option Exercise 46.20 5,683 262,555 39,476 Mar 15 05:11 PM Baumgartner Florian EVP and CEO, Vista Mar 15 '24 Sale 87.70 5,683 498,412 33,793 Mar 15 05:11 PM Sternberg Zachary Director Mar 03 '24 Sale 97.50 300,000 29,250,000 2,058,904 Mar 05 05:26 PM Wensveen Maarten EVP & Chief Technology Officer Feb 22 '24 Sale 90.00 1,651 148,590 10,779 Feb 23 09:40 AM Quinn Sean Edward EVP, Chief Financial Officer Feb 15 '24 Option Exercise 0.00 12,277 0 12,277 Feb 15 05:38 PM Baumgartner Florian EVP and CEO, Vista Feb 15 '24 Option Exercise 0.00 7,751 0 37,381 Feb 15 05:12 PM Wensveen Maarten EVP & Chief Technology Officer Feb 15 '24 Option Exercise 0.00 5,423 0 14,250 Feb 15 08:33 PM Quinn Sean Edward EVP, Chief Financial Officer Feb 01 '24 Sale 90.00 6,959 626,310 0 Feb 01 05:12 PM Baumgartner Florian EVP and CEO, Vista Jan 15 '24 Option Exercise 0.00 4,103 0 31,403 Jan 16 05:54 PM Quinn Sean Edward EVP, Chief Financial Officer Nov 22 '23 Sale 72.12 1,187 85,606 6,959 Nov 27 11:31 AM Temperley Dessislava Director Nov 15 '23 Option Exercise 0.00 1,479 0 2,165 Nov 16 02:51 PM Quinn Sean Edward EVP, Chief Financial Officer Nov 15 '23 Option Exercise 0.00 2,300 0 9,259 Nov 16 04:44 PM VASSALLUZZO SCOTT J Member of Section 13(d) Group Nov 15 '23 Option Exercise 0.00 1,479 0 71,066 Nov 16 03:26 PM Gasperment Sophie Director Nov 15 '23 Option Exercise 0.00 1,479 0 2,357 Nov 16 02:22 PM Sternberg Zachary Director Nov 15 '23 Option Exercise 0.00 1,479 0 17,560 Nov 16 02:27 PM Baumgartner Florian EVP and CEO, Vista Nov 15 '23 Option Exercise 0.00 3,523 0 28,973 Nov 16 11:52 AM Wensveen Maarten EVP & Chief Technology Officer Nov 15 '23 Option Exercise 0.00 1,860 0 10,627 Nov 16 11:15 AM Wensveen Maarten EVP & Chief Technology Officer Nov 14 '23 Sale 66.14 13,727 907,932 8,767 Nov 16 11:15 AM Wensveen Maarten EVP & Chief Technology Officer Nov 03 '23 Sale 61.00 2,348 143,228 22,494 Nov 06 05:29 PM Quinn Sean Edward EVP, Chief Financial Officer Sep 22 '23 Sale 70.54 6,001 423,311 6,959 Sep 22 11:25 AM Wensveen Maarten EVP & Chief Technology Officer Sep 15 '23 Option Exercise 0.00 11,619 0 30,460 Sep 18 03:17 PM Temperley Dessislava Director Sep 15 '23 Option Exercise 0.00 435 0 895 Sep 18 02:43 PM Quinn Sean Edward EVP, Chief Financial Officer Sep 15 '23 Option Exercise 0.00 11,619 0 18,578 Sep 18 12:39 PM Quinn Sean Edward EVP, Chief Financial Officer Sep 14 '23 Sale 68.00 7,795 530,060 6,959 Sep 18 12:39 PM Quinn Sean Edward EVP, Chief Financial Officer Aug 16 '23 Sale 69.74 3,032 211,452 14,754 Aug 17 02:15 PM Wensveen Maarten EVP & Chief Technology Officer Aug 15 '23 Option Exercise 0.00 9,778 0 22,028 Aug 16 09:23 AM Baumgartner Florian EVP and CEO, Vista Aug 15 '23 Option Exercise 0.00 10,365 0 30,372 Aug 16 09:06 AM Quinn Sean Edward EVP, Chief Financial Officer Aug 15 '23 Option Exercise 0.00 13,494 0 23,485 Aug 16 09:36 AM Quinn Sean Edward EVP, Chief Financial Officer Aug 14 '23 Sale 69.06 15,011 1,036,660 9,991 Aug 16 09:36 AM Baumgartner Florian EVP and CEO, Vista Jul 01 '23 Option Exercise 0.00 1,329 0 20,639 Jul 03 05:13 PM Wensveen Maarten EVP & Chief Technology Officer Jul 01 '23 Option Exercise 0.00 3,324 0 13,226 Jul 03 05:43 PM Quinn Sean Edward EVP, Chief Financial Officer Jul 01 '23 Option Exercise 0.00 3,988 0 26,173 Jul 03 05:29 PM
Index S&P 500 P/E 147.90 EPS (ttm) 0.68 Insider Own 0.05% Shs Outstand 597.92M Perf Week 2.64%
Market Cap 60.39B Forward P/E 58.63 EPS next Y 1.72 Insider Trans 0.00% Shs Float 597.64M Perf Month 14.37%
Income 369.71M PEG - EPS next Q 0.32 Inst Own 93.38% Short Float 1.48% Perf Quarter 8.17%
Sales 6.93B P/S 8.71 EPS this Y 93.86% Inst Trans 0.85% Short Ratio 3.41 Perf Half Y 18.17%
Book/sh 46.62 P/B 2.17 EPS next Y 34.63% ROA 1.06% Short Interest 8.84M Perf Year 26.05%
Cash/sh 4.14 P/C 24.37 EPS next 5Y - ROE 1.84% 52W Range 72.47 - 100.33 Perf YTD 12.01%
Dividend Est. 2.47 (2.44%) P/FCF 48.70 EPS past 5Y -10.51% ROI 0.88% 52W High 0.67% Beta 1.15
Dividend TTM 3.05 (3.02%) Quick Ratio - Sales past 5Y 7.73% Gross Margin 8.07% 52W Low 39.37% ATR (14) 1.67
Dividend Ex-Date May 10, 2024 Current Ratio - EPS Y/Y TTM 186.08% Oper. Margin 5.48% RSI (14) 74.26 Volatility 1.42% 1.77%
Employees 533 Debt/Eq 0.53 Sales Y/Y TTM 15.20% Profit Margin 5.33% Recom 1.56 Target Price 105.47
Option/Short Yes / Yes LT Debt/Eq 0.52 EPS Q/Q 319.44% Payout 465.47% Rel Volume 1.01 Prev Close 98.82
Sales Surprise 3.04% EPS Surprise -11.61% Sales Q/Q 19.27% Earnings Apr 29 AMC Avg Volume 2.59M Price 101.00
SMA20 6.06% SMA50 8.50% SMA200 14.60% Trades
Volume 2,631,195 Change 2.21%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-18-24 Initiated Exane BNP Paribas
Outperform
$104
Jan-30-24 Initiated Deutsche Bank
Buy
$115
Dec-18-23 Upgrade JP Morgan
Neutral → Overweight
$92 → $99
Nov-28-23 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$92 → $97
Nov-09-23 Upgrade Raymond James
Outperform → Strong Buy
$95 → $101
Oct-12-23 Downgrade JP Morgan
Overweight → Neutral
$90
Oct-03-23 Initiated Wedbush
Neutral
$83
Jul-14-23 Downgrade Evercore ISI
Outperform → In-line
$82 → $81
Jun-23-23 Downgrade Raymond James
Strong Buy → Outperform
$82 → $90
Apr-20-23 Initiated Wells Fargo
Overweight
$85
Apr-11-23 Upgrade Evercore ISI
In-line → Outperform
$81
Apr-06-23 Upgrade Citigroup
Neutral → Buy
$70 → $81
Jan-09-23 Upgrade Raymond James
Outperform → Strong Buy
$72 → $82
Nov-21-22 Downgrade Evercore ISI
Outperform → In-line
$72
Nov-01-22 Reiterated Credit Suisse
Outperform
$100 → $75
Nov-01-22 Downgrade Raymond James
Strong Buy → Outperform
$81 → $70
Oct-10-22 Downgrade Robert W. Baird
Outperform → Neutral
$66
Aug-31-22 Resumed Morgan Stanley
Overweight
$90
Aug-11-22 Downgrade SMBC Nikko
Outperform → Neutral
$84
Jun-22-22 Upgrade JP Morgan
Neutral → Overweight
$94 → $89
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Welltower, Inc. operates as a health care infrastructure company. It invests in seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors? apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's/dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fieweger Joshua SVP, Chief Accounting Officer Feb 13 '24 Option Exercise 0.00 6,569 0 17,746 Feb 15 05:24 PM
Index RUT P/E - EPS (ttm) -0.92 Insider Own 1.66% Shs Outstand 79.55M Perf Week 8.79%
Market Cap 1.11B Forward P/E 11.50 EPS next Y 1.21 Insider Trans 0.00% Shs Float 78.60M Perf Month 44.53%
Income -73.60M PEG - EPS next Q 0.11 Inst Own 91.72% Short Float 5.53% Perf Quarter 56.43%
Sales 2.04B P/S 0.54 EPS this Y 1508.79% Inst Trans -0.93% Short Ratio 4.61 Perf Half Y 81.65%
Book/sh 3.16 P/B 4.39 EPS next Y 49.87% ROA -3.45% Short Interest 4.34M Perf Year -12.88%
Cash/sh 2.12 P/C 6.53 EPS next 5Y 5.00% ROE -25.42% 52W Range 7.21 - 16.21 Perf YTD 55.91%
Dividend Est. 0.44 (3.16%) P/FCF 6.52 EPS past 5Y - ROI -7.66% 52W High -14.50% Beta 1.75
Dividend TTM 0.40 (2.89%) Quick Ratio 0.65 Sales past 5Y 1.97% Gross Margin 40.50% 52W Low 92.23% ATR (14) 0.56
Dividend Ex-Date Jul 01, 2024 Current Ratio 1.13 EPS Y/Y TTM 59.84% Oper. Margin 0.22% RSI (14) 78.27 Volatility 6.23% 4.51%
Employees 4100 Debt/Eq 4.04 Sales Y/Y TTM -23.64% Profit Margin -3.61% Recom 2.56 Target Price 13.71
Option/Short Yes / Yes LT Debt/Eq 2.81 EPS Q/Q -179.00% Payout - Rel Volume 1.19 Prev Close 14.06
Sales Surprise 8.14% EPS Surprise 681.25% Sales Q/Q -34.12% Earnings May 08 BMO Avg Volume 942.82K Price 13.86
SMA20 23.01% SMA50 31.53% SMA200 50.67% Trades
Volume 1,124,105 Change -1.42%
Date
Action
Analyst
Rating Change
Price Target Change
May-09-24 Reiterated Telsey Advisory Group
Market Perform
$10 → $14
May-06-24 Upgrade Seaport Research Partners
Neutral → Buy
$15
Feb-07-24 Resumed KeyBanc Capital Markets
Sector Weight
Aug-11-23 Downgrade Seaport Research Partners
Buy → Neutral
Aug-11-23 Downgrade Exane BNP Paribas
Outperform → Neutral
$9
Mar-13-23 Upgrade Seaport Research Partners
Neutral → Buy
$23
Jan-05-23 Downgrade Piper Sandler
Overweight → Neutral
$23 → $13
Aug-18-22 Downgrade Argus
Buy → Hold
Jul-26-22 Resumed Piper Sandler
Overweight
$30
Jul-20-22 Downgrade Stifel
Buy → Hold
$26 → $23
Jan-18-22 Initiated Seaport Research Partners
Neutral
Jan-04-22 Downgrade Robert W. Baird
Outperform → Neutral
$45 → $33
Aug-10-21 Upgrade Exane BNP Paribas
Neutral → Outperform
$45
Feb-26-21 Reiterated Telsey Advisory Group
Market Perform
$29 → $35
Feb-22-21 Reiterated Pivotal Research Group
Buy
$33 → $40
Nov-06-20 Reiterated Telsey Advisory Group
Market Perform
$26 → $29
Nov-03-20 Reiterated Pivotal Research Group
Buy
$31 → $33
Oct-21-20 Initiated UBS
Neutral
$30
Oct-14-20 Reiterated B. Riley Securities
Buy
$29 → $32
Jul-27-20 Upgrade Pivotal Research Group
Hold → Buy
$26 → $31
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Wolverine World Wide, Inc. engages in the design, manufacture, and sale of branded casual, active lifestyle, work, outdoor sport, athletic, uniform, footwear, and apparel. It operates through the following segments: Active Group & Work Group. The Active Group segment consists of Merrell footwear and apparel, Saucony footwear and apparel, Sweaty Betty activewear, and Chaco footwear. The Work Group segment consists of Wolverine footwear and apparel, Cat footwear, Bates uniform footwear, Harley-Davidson footwear and HYTEST safety footwear. The company was founded by G. A. Krause in 1883 and is headquartered in Rockford, MI.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BOROMISA JEFFREY M Director Aug 18 '23 Buy 8.35 3,500 29,225 160,400 Aug 22 04:42 PM Stornant Michael D EVP, CFO and Treasurer Aug 16 '23 Buy 8.19 3,800 31,122 221,844 Aug 17 04:45 PM LAUDERBACK BRENDA J Director Jun 05 '23 Sale 13.68 3,050 41,724 32,345 Jun 07 04:30 PM
Index - P/E - EPS (ttm) - Insider Own 34.35% Shs Outstand 36.94M Perf Week 27.94%
Market Cap 128.55M Forward P/E 2.16 EPS next Y 1.61 Insider Trans 0.00% Shs Float 24.25M Perf Month -33.59%
Income - PEG - EPS next Q 0.40 Inst Own 7.24% Short Float 0.52% Perf Quarter -
Sales 0.21M P/S 619.40 EPS this Y 4.20% Inst Trans - Short Ratio 0.48 Perf Half Y -
Book/sh -0.17 P/B - EPS next Y 8.10% ROA - Short Interest 0.13M Perf Year -
Cash/sh - P/C - EPS next 5Y 19.00% ROE - 52W Range 2.33 - 37.00 Perf YTD -86.08%
Dividend Est. - P/FCF - EPS past 5Y -11.43% ROI - 52W High -90.59% Beta -
Dividend TTM - Quick Ratio - Sales past 5Y - Gross Margin - 52W Low 49.36% ATR (14) 0.88
Dividend Ex-Date Jun 22, 2011 Current Ratio - EPS Y/Y TTM - Oper. Margin - RSI (14) 35.31 Volatility 16.69% 18.92%
Employees 67 Debt/Eq - Sales Y/Y TTM - Profit Margin - Recom 2.50 Target Price -
Option/Short No / Yes LT Debt/Eq - EPS Q/Q - Payout - Rel Volume 2.61 Prev Close 3.85
Sales Surprise - EPS Surprise - Sales Q/Q -9.40% Earnings - Avg Volume 260.26K Price 3.48
SMA20 14.62% SMA50 -29.89% SMA200 -29.89% Trades
Volume 678,214 Change -9.61%
Index RUT P/E - EPS (ttm) -0.54 Insider Own 62.84% Shs Outstand 61.01M Perf Week -11.65%
Market Cap 422.86M Forward P/E - EPS next Y -0.19 Insider Trans -0.11% Shs Float 22.29M Perf Month -8.56%
Income -32.37M PEG - EPS next Q -0.09 Inst Own 31.60% Short Float 3.99% Perf Quarter -11.10%
Sales 140.53M P/S 3.01 EPS this Y 15.79% Inst Trans -2.65% Short Ratio 2.86 Perf Half Y 35.84%
Book/sh 3.16 P/B 2.23 EPS next Y 39.58% ROA -14.12% Short Interest 0.89M Perf Year 17.11%
Cash/sh 2.48 P/C 2.84 EPS next 5Y 28.60% ROE -15.99% 52W Range 5.07 - 10.77 Perf YTD -7.11%
Dividend Est. - P/FCF - EPS past 5Y -7.44% ROI -16.18% 52W High -34.54% Beta 2.18
Dividend TTM - Quick Ratio 10.51 Sales past 5Y 32.10% Gross Margin 74.72% 52W Low 39.05% ATR (14) 0.40
Dividend Ex-Date - Current Ratio 10.51 EPS Y/Y TTM 60.26% Oper. Margin -26.91% RSI (14) 40.20 Volatility 6.22% 4.27%
Employees 543 Debt/Eq 0.05 Sales Y/Y TTM 4.99% Profit Margin -23.03% Recom 2.50 Target Price 8.17
Option/Short Yes / Yes LT Debt/Eq 0.04 EPS Q/Q 49.56% Payout - Rel Volume 1.09 Prev Close 6.86
Sales Surprise 0.14% EPS Surprise 28.76% Sales Q/Q 7.37% Earnings May 09 AMC Avg Volume 310.99K Price 7.05
SMA20 -7.21% SMA50 -7.56% SMA200 -5.52% Trades
Volume 339,504 Change 2.77%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-25-24 Resumed JP Morgan
Neutral
$9
Sep-14-23 Downgrade MoffettNathanson
Outperform → Market Perform
$9
Jan-12-23 Downgrade Citigroup
Buy → Neutral
$16 → $8
Jan-04-23 Upgrade Canaccord Genuity
Hold → Buy
$12
Jan-04-23 Downgrade BofA Securities
Neutral → Underperform
$12 → $5
Sep-27-22 Downgrade Loop Capital
Buy → Hold
$32 → $10
Sep-22-22 Initiated MoffettNathanson
Outperform
$20
Aug-12-22 Downgrade Jefferies
Buy → Hold
$35 → $25
Aug-12-22 Downgrade Cowen
Outperform → Market Perform
$35 → $20
Aug-12-22 Downgrade Canaccord Genuity
Buy → Hold
$23
Aug-12-22 Downgrade BofA Securities
Buy → Neutral
$34 → $25
Feb-25-22 Resumed Loop Capital
Buy
$50
Feb-25-22 Reiterated Stifel
Buy
$70 → $60
Feb-25-22 Reiterated Needham
Buy
$70 → $50
Feb-25-22 Reiterated JP Morgan
Overweight
$67 → $55
Feb-25-22 Reiterated Cowen
Outperform
$50 → $45
Feb-25-22 Reiterated Canaccord Genuity
Buy
$64 → $45
Jan-06-22 Upgrade Jefferies
Hold → Buy
$60 → $50
Oct-29-21 Initiated Piper Sandler
Overweight
$61
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(The Wall Street Journal) +11.77%
08:47AM
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(The Wall Street Journal) -9.29%
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Apr-19-23 08:03AM
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Aug-12-22 03:32PM
(American City Business Journals) -53.63%
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(American City Business Journals)
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CS Disco, Inc. engages in the provision of legal technology solutions. It operates through the United States and All Other Countries segments. The company was founded by Kiwi Camara, Kent Radford, Gabe Krambs and Barry Hagan in 2012 and is headquartered in Houston, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lafair Michael EVP, Chief Financial Officer Feb 28 '24 Sale 6.82 8,614 58,747 826,345 Mar 01 04:50 PM Smith Kevin Joseph EVP, Chief Product Officer Feb 28 '24 Sale 6.82 5,765 39,317 298,089 Mar 01 04:44 PM Antoon Melanie EVP, Chief Customer Officer Feb 28 '24 Sale 6.82 2,006 13,681 174,818 Mar 01 04:46 PM Smith Kevin Joseph EVP, Chief Product Officer Feb 20 '24 Sale 7.60 5,098 38,745 250,441 Feb 22 04:26 PM Lafair Michael EVP, Chief Financial Officer Feb 20 '24 Sale 7.61 4,756 36,193 729,381 Feb 22 04:29 PM Antoon Melanie EVP, Chief Customer Officer Feb 20 '24 Sale 7.60 4,689 35,636 151,898 Feb 22 04:32 PM Herckis Karen EVP, Chief HR Officer Feb 20 '24 Sale 7.61 3,226 24,550 115,233 Feb 22 04:24 PM Lafair Michael EVP, Chief Financial Officer Nov 17 '23 Sale 5.39 4,247 22,891 680,189 Nov 21 04:46 PM Smith Kevin Joseph EVP, Chief Product Officer Nov 17 '23 Sale 5.40 4,070 21,978 197,608 Nov 21 04:48 PM Offerdahl James Director Sep 14 '23 Buy 6.95 7,000 48,650 155,025 Sep 15 07:20 PM Lafair Michael EVP, Chief Financial Officer Aug 17 '23 Sale 8.94 4,294 38,388 687,478 Aug 18 05:55 PM Smith Kevin Joseph EVP, Chief Product Officer Aug 17 '23 Sale 8.94 4,118 36,815 201,678 Aug 18 05:50 PM Lafair Michael EVP, Chief Financial Officer May 17 '23 Sale 5.39 4,371 23,560 694,251 May 19 05:15 PM Smith Kevin Joseph EVP, Chief Product Officer May 17 '23 Sale 5.39 4,149 22,363 205,796 May 19 05:11 PM
Index - P/E - EPS (ttm) -1.47 Insider Own 4.47% Shs Outstand 8.55M Perf Week 6.11%
Market Cap 207.78M Forward P/E 208.54 EPS next Y 0.12 Insider Trans 265.07% Shs Float 8.16M Perf Month 7.23%
Income -11.98M PEG - EPS next Q -0.35 Inst Own 104.41% Short Float 14.88% Perf Quarter -15.87%
Sales 747.94M P/S 0.28 EPS this Y 25.59% Inst Trans -9.67% Short Ratio 14.01 Perf Half Y 2.83%
Book/sh 18.44 P/B 1.32 EPS next Y 112.25% ROA -2.00% Short Interest 1.21M Perf Year 48.90%
Cash/sh 9.33 P/C 2.61 EPS next 5Y 25.00% ROE -7.39% 52W Range 14.20 - 32.90 Perf YTD -13.97%
Dividend Est. - P/FCF - EPS past 5Y - ROI -3.46% 52W High -26.05% Beta 2.38
Dividend TTM - Quick Ratio 0.56 Sales past 5Y 0.53% Gross Margin 35.58% 52W Low 71.28% ATR (14) 0.99
Dividend Ex-Date Mar 02, 2020 Current Ratio 1.32 EPS Y/Y TTM -120.53% Oper. Margin -2.46% RSI (14) 58.54 Volatility 3.19% 4.16%
Employees 2700 Debt/Eq 1.49 Sales Y/Y TTM -5.92% Profit Margin -1.60% Recom 2.00 Target Price 30.75
Option/Short Yes / Yes LT Debt/Eq 1.20 EPS Q/Q -47.93% Payout - Rel Volume 1.24 Prev Close 24.24
Sales Surprise -0.49% EPS Surprise -33.33% Sales Q/Q 2.73% Earnings Mar 19 BMO Avg Volume 86.66K Price 24.33
SMA20 8.25% SMA50 -4.78% SMA200 -2.20% Trades
Volume 107,868 Change 0.37%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-19-24 Downgrade Craig Hallum
Buy → Hold
Aug-23-23 Upgrade Craig Hallum
Hold → Buy
$18 → $32
Jun-27-23 Initiated DA Davidson
Buy
$21
Oct-17-22 Upgrade Gordon Haskett
Reduce → Hold
$18
May-20-22 Downgrade Craig Hallum
Buy → Hold
$80 → $34
Feb-10-22 Downgrade Gordon Haskett
Buy → Accumulate
$90 → $60
Sep-21-21 Initiated The Benchmark Company
Buy
$115
Feb-23-21 Initiated Craig Hallum
Buy
$93
Feb-22-19 Initiated Sidoti
Buy
$28
Mar-20-18 Upgrade MKM Partners
Neutral → Buy
May-18-16 Reiterated MKM Partners
Neutral
$19 → $16
Apr-05-16 Initiated Sidoti
Neutral
Feb-10-16 Reiterated MKM Partners
Neutral
$20 → $19
Feb-08-16 Downgrade MKM Partners
Buy → Neutral
$29 → $20
Aug-19-15 Reiterated MKM Partners
Buy
$33 → $35
May-20-15 Reiterated MKM Partners
Buy
$32 → $33
Feb-11-15 Reiterated MKM Partners
Buy
$26 → $33
Aug-21-14 Reiterated MKM Partners
Buy
$24 → $26
May-22-14 Reiterated MKM Partners
Buy
$20 → $24
Jun-20-13 Resumed Oppenheimer
Perform
$13
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(Simply Wall St.) +13.36%
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Citi Trends, Inc. engages in the retail of urban fashion apparel, accessories, and home trends. It offers products under its Citi Steps and Red Ape brands. The company was founded in 1946 and is headquartered in Savannah, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Fund 1 Investments, LLC 10% Owner May 07 '24 Buy 23.18 9,500 220,168 2,001,897 May 07 05:36 PM Fund 1 Investments, LLC 10% Owner May 06 '24 Buy 22.76 6,330 144,084 1,992,397 May 07 05:36 PM Fund 1 Investments, LLC 10% Owner May 03 '24 Buy 22.07 5,000 110,352 1,986,067 May 07 05:36 PM Fund 1 Investments, LLC 10% Owner May 01 '24 Buy 21.47 30,000 644,157 1,981,067 May 01 04:49 PM Fund 1 Investments, LLC 10% Owner Apr 30 '24 Buy 21.41 50,800 1,087,740 1,951,067 May 01 04:49 PM Fund 1 Investments, LLC 10% Owner Apr 29 '24 Buy 21.79 10,800 235,306 1,900,267 May 01 04:49 PM Fund 1 Investments, LLC 10% Owner Apr 26 '24 Buy 22.20 11,300 250,854 1,889,467 Apr 26 04:50 PM Fund 1 Investments, LLC 10% Owner Apr 25 '24 Buy 21.81 9,000 196,253 1,878,167 Apr 26 04:50 PM Fund 1 Investments, LLC 10% Owner Apr 24 '24 Buy 22.07 4,800 105,914 1,869,167 Apr 26 04:50 PM Fund 1 Investments, LLC 10% Owner Apr 23 '24 Buy 22.30 29,000 646,639 1,864,367 Apr 23 05:56 PM Fund 1 Investments, LLC 10% Owner Apr 22 '24 Buy 21.74 23,495 510,817 1,835,367 Apr 23 05:56 PM Fund 1 Investments, LLC 10% Owner Apr 19 '24 Buy 22.15 13,000 287,912 1,811,872 Apr 23 05:56 PM Fund 1 Investments, LLC 10% Owner Apr 17 '24 Buy 22.41 18,090 405,359 1,798,872 Apr 17 05:48 PM Fund 1 Investments, LLC 10% Owner Apr 16 '24 Buy 22.58 12,000 271,013 1,780,782 Apr 17 05:48 PM Fund 1 Investments, LLC 10% Owner Apr 15 '24 Buy 22.41 5,136 115,082 1,768,782 Apr 17 05:48 PM Fund 1 Investments, LLC 10% Owner Apr 12 '24 Buy 22.74 17,000 386,660 1,763,646 Apr 12 05:10 PM Fund 1 Investments, LLC 10% Owner Apr 11 '24 Buy 23.05 25,000 576,206 1,746,646 Apr 12 05:10 PM Fund 1 Investments, LLC 10% Owner Apr 10 '24 Buy 23.12 20,282 468,869 1,721,646 Apr 12 05:10 PM Fund 1 Investments, LLC 10% Owner Apr 08 '24 Buy 24.35 6,000 146,114 1,701,364 Apr 08 05:26 PM Fund 1 Investments, LLC 10% Owner Apr 05 '24 Buy 25.27 11,700 295,615 1,695,364 Apr 08 05:26 PM Fund 1 Investments, LLC 10% Owner Apr 04 '24 Buy 25.19 5,000 125,974 1,683,664 Apr 08 05:26 PM Fund 1 Investments, LLC 10% Owner Apr 02 '24 Buy 26.92 2,000 53,848 1,678,664 Apr 02 05:44 PM Fund 1 Investments, LLC 10% Owner Mar 28 '24 Buy 27.12 16,000 433,984 1,676,664 Apr 02 05:44 PM Fund 1 Investments, LLC 10% Owner Mar 20 '24 Buy 28.69 14,500 415,934 1,660,664 Mar 20 06:09 PM Fund 1 Investments, LLC 10% Owner Mar 19 '24 Buy 28.55 85,423 2,438,733 1,646,164 Mar 20 06:09 PM Fund 1 Investments, LLC 10% Owner Mar 18 '24 Buy 29.50 11,000 324,547 1,560,741 Mar 20 06:09 PM Fund 1 Investments, LLC 10% Owner Mar 12 '24 Buy 30.42 4,000 121,690 1,549,741 Mar 12 05:46 PM Fund 1 Investments, LLC 10% Owner Mar 11 '24 Buy 30.33 15,000 454,911 1,545,741 Mar 12 05:46 PM Fund 1 Investments, LLC 10% Owner Mar 08 '24 Buy 31.43 12,500 392,919 1,530,741 Mar 08 05:03 PM Fund 1 Investments, LLC 10% Owner Mar 07 '24 Buy 31.80 34,500 1,097,134 1,518,241 Mar 08 05:03 PM Fund 1 Investments, LLC 10% Owner Mar 06 '24 Buy 31.78 12,961 411,949 1,483,741 Mar 08 05:03 PM Fund 1 Investments, LLC 10% Owner Mar 04 '24 Buy 31.21 31,634 987,183 1,470,780 Mar 04 05:49 PM Fund 1 Investments, LLC 10% Owner Mar 01 '24 Buy 31.33 39,000 1,221,913 1,439,146 Mar 04 05:49 PM Fund 1 Investments, LLC 10% Owner Feb 29 '24 Buy 30.51 70,804 2,160,124 1,400,146 Mar 04 05:49 PM Fund 1 Investments, LLC 10% Owner Dec 15 '23 Buy 24.52 2,000 49,030 1,329,342 Dec 19 05:07 PM Fund 1 Investments, LLC 10% Owner Dec 04 '23 Buy 23.59 8,500 200,488 1,327,342 Dec 04 05:38 PM Fund 1 Investments, LLC 10% Owner Dec 01 '23 Buy 23.76 19,000 451,368 1,318,842 Dec 04 05:38 PM Fund 1 Investments, LLC 10% Owner Nov 30 '23 Buy 23.77 51,224 1,217,665 1,299,842 Dec 04 05:38 PM DUSKIN JONATHAN Director Nov 30 '23 Sale 23.86 12,000 286,320 45,396 Dec 04 07:01 PM Fund 1 Investments, LLC 10% Owner Nov 29 '23 Buy 23.51 36,200 851,117 1,244,368 Nov 29 05:17 PM Fund 1 Investments, LLC 10% Owner Nov 28 '23 Buy 22.81 230,900 5,267,375 1,208,168 Nov 29 05:17 PM Fund 1 Investments, LLC 10% Owner Nov 27 '23 Buy 26.24 3,500 91,836 977,268 Nov 29 05:17 PM Fund 1 Investments, LLC 10% Owner Oct 30 '23 Buy 23.02 3,800 87,468 973,768 Oct 30 05:41 PM Fund 1 Investments, LLC 10% Owner Oct 27 '23 Buy 22.71 28,300 642,710 969,968 Oct 30 05:41 PM Fund 1 Investments, LLC 10% Owner Oct 26 '23 Buy 23.01 2,300 52,912 941,668 Oct 30 05:41 PM Fund 1 Investments, LLC 10% Owner Oct 16 '23 Buy 23.67 2,000 47,347 939,368 Oct 16 05:20 PM Fund 1 Investments, LLC 10% Owner Oct 13 '23 Buy 23.05 5,500 126,749 937,368 Oct 16 05:20 PM Fund 1 Investments, LLC 10% Owner Oct 12 '23 Buy 22.84 5,403 123,419 931,868 Oct 16 05:20 PM Fund 1 Investments, LLC 10% Owner Oct 11 '23 Buy 23.67 1,100 26,039 926,465 Oct 11 05:06 PM Fund 1 Investments, LLC 10% Owner Oct 10 '23 Buy 23.25 2,500 58,116 925,365 Oct 11 05:06 PM Fund 1 Investments, LLC 10% Owner Oct 09 '23 Buy 22.75 14,073 320,203 922,865 Oct 11 05:06 PM Fund 1 Investments, LLC 10% Owner Oct 06 '23 Buy 22.70 4,900 111,210 908,792 Oct 06 06:01 PM Fund 1 Investments, LLC 10% Owner Oct 05 '23 Buy 22.18 19,000 421,460 903,892 Oct 06 06:01 PM Fund 1 Investments, LLC 10% Owner Oct 04 '23 Buy 21.97 11,100 243,888 884,892 Oct 06 06:01 PM DUSKIN JONATHAN Director Aug 29 '23 Sale 22.73 3,217 73,122 4,058 Aug 29 08:28 PM DUSKIN JONATHAN Director Aug 28 '23 Sale 23.02 6,000 138,120 7,275 Aug 29 08:28 PM DUSKIN JONATHAN Director Aug 25 '23 Sale 23.56 2,100 49,476 13,275 Aug 29 08:28 PM
Index RUT P/E 10.79 EPS (ttm) 3.76 Insider Own 2.75% Shs Outstand 95.53M Perf Week 2.81%
Market Cap 3.85B Forward P/E 8.22 EPS next Y 4.94 Insider Trans -4.36% Shs Float 92.26M Perf Month 16.01%
Income 368.01M PEG - EPS next Q 1.09 Inst Own 94.41% Short Float 2.00% Perf Quarter 15.12%
Sales 3.87B P/S 0.99 EPS this Y 29.40% Inst Trans -0.61% Short Ratio 1.55 Perf Half Y 45.71%
Book/sh 32.14 P/B 1.26 EPS next Y 10.62% ROA 7.58% Short Interest 1.85M Perf Year 38.17%
Cash/sh 9.95 P/C 4.08 EPS next 5Y -8.63% ROE 12.45% 52W Range 24.18 - 40.13 Perf YTD 14.63%
Dividend Est. - P/FCF 21.50 EPS past 5Y 13.74% ROI 8.18% 52W High 1.12% Beta 1.56
Dividend TTM - Quick Ratio 3.10 Sales past 5Y 3.40% Gross Margin 22.64% 52W Low 67.84% ATR (14) 0.97
Dividend Ex-Date - Current Ratio 13.03 EPS Y/Y TTM -31.63% Oper. Margin 11.92% RSI (14) 69.82 Volatility 1.33% 2.56%
Employees 1438 Debt/Eq 0.48 Sales Y/Y TTM -11.77% Profit Margin 9.50% Recom 1.86 Target Price 43.35
Option/Short Yes / Yes LT Debt/Eq 0.48 EPS Q/Q 40.63% Payout 0.00% Rel Volume 0.84 Prev Close 39.58
Sales Surprise 4.40% EPS Surprise 26.02% Sales Q/Q 20.49% Earnings Apr 25 BMO Avg Volume 1.19M Price 40.58
SMA20 7.71% SMA50 10.79% SMA200 25.20% Trades
Volume 1,006,867 Change 2.53%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-13-24 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$38
Dec-18-23 Downgrade Wedbush
Outperform → Neutral
$32
Sep-07-23 Upgrade Oppenheimer
Perform → Outperform
$36
Aug-07-23 Upgrade Wolfe Research
Peer Perform → Outperform
$38
Jun-01-23 Initiated Deutsche Bank
Buy
$42
Jan-19-23 Initiated Oppenheimer
Perform
Jun-16-22 Downgrade B. Riley Securities
Buy → Neutral
$26 → $20
Oct-22-21 Upgrade RBC Capital Mkts
Underperform → Sector Perform
$22 → $25
Jul-08-21 Downgrade RBC Capital Mkts
Sector Perform → Underperform
$22
Apr-16-21 Initiated Wells Fargo
Equal Weight
$23
Mar-16-21 Initiated Wolfe Research
Peer Perform
Jan-22-21 Initiated Janney
Buy
Jan-08-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$22 → $19
Oct-23-20 Upgrade B. Riley Securities
Neutral → Buy
$21 → $27
Sep-09-20 Upgrade Wedbush
Neutral → Outperform
Jul-27-20 Upgrade Susquehanna
Neutral → Positive
Jul-23-20 Upgrade Evercore ISI
In-line → Outperform
Jul-14-20 Resumed JMP Securities
Mkt Outperform
$21
Apr-02-20 Upgrade Evercore ISI
Underperform → In-line
$10
Mar-17-20 Downgrade B. Riley FBR
Buy → Neutral
$20 → $11
Show Previous Ratings
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(Thomson Reuters StreetEvents) +6.78%
Apr-27-23 07:15AM
06:00AM
Apr-26-23 08:00PM
Tri Pointe Homes, Inc. designs, constructs, and sells single-family homes and condominiums. It operates through the Homebuilding and Financial Services segments. The Homebuilding segment consists of six reportable segments: Maracay Homes, consisting of operations in Arizona, Pardee Homes, consisting of operations in California and Nevada, Quadrant Homes, consisting of operations in Washington, Trendmaker Homes, consisting of operations in Texas, TRI Pointe Homes, consisting of operations in California and Colorado, and Winchester Homes, consisting of operations in Maryland and Virginia. The Financial Services segment consists of its TRI Pointe Connect mortgage financing operations and its TRI Pointe Assurance title services operations. The company was founded in April 2009 and is headquartered in Incline Village, NV.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BAUER DOUGLAS F. Chief Executive Officer May 10 '24 Sale 39.73 10,723 426,025 667,093 May 13 06:43 PM BAUER DOUGLAS F. Chief Executive Officer May 09 '24 Sale 39.78 56,567 2,250,235 677,816 May 13 06:43 PM MITCHELL THOMAS J. President and COO Mar 13 '24 Option Exercise 16.17 51,533 833,289 837,076 Mar 13 06:55 PM MITCHELL THOMAS J. President and COO Mar 13 '24 Sale 35.22 51,533 1,814,992 785,543 Mar 13 06:55 PM BURROWS LAWRENCE B. Director Aug 02 '23 Sale 31.48 7,677 241,672 86,891 Aug 02 04:17 PM KEELER GLENN J. CFO and CAO Jun 14 '23 Sale 33.01 21,413 706,843 102,194 Jun 14 05:19 PM
Index DJIA, S&P 500 P/E 68.38 EPS (ttm) 4.21 Insider Own 3.06% Shs Outstand 971.00M Perf Week 3.07%
Market Cap 278.99B Forward P/E 25.97 EPS next Y 11.07 Insider Trans -10.49% Shs Float 940.60M Perf Month 3.65%
Income 4.14B PEG 4.22 EPS next Q 2.37 Inst Own 82.12% Short Float 0.88% Perf Quarter -0.56%
Sales 34.86B P/S 8.00 EPS this Y 19.16% Inst Trans -0.97% Short Ratio 1.48 Perf Half Y 33.57%
Book/sh 61.43 P/B 4.68 EPS next Y 13.04% ROA 4.03% Short Interest 8.30M Perf Year 41.42%
Cash/sh 14.63 P/C 19.66 EPS next 5Y 16.22% ROE 7.01% 52W Range 193.68 - 318.71 Perf YTD 9.27%
Dividend Est. 0.36 (0.12%) P/FCF 29.37 EPS past 5Y 24.06% ROI 5.80% 52W High -9.78% Beta 1.29
Dividend TTM 0.40 (0.14%) Quick Ratio 1.02 Sales past 5Y 21.44% Gross Margin 67.42% 52W Low 48.46% ATR (14) 6.13
Dividend Ex-Date Mar 13, 2024 Current Ratio 1.02 EPS Y/Y TTM 1949.40% Oper. Margin 17.21% RSI (14) 58.56 Volatility 1.43% 1.88%
Employees 72682 Debt/Eq 0.23 Sales Y/Y TTM 11.18% Profit Margin 11.87% Recom 1.66 Target Price 336.93
Option/Short Yes / Yes LT Debt/Eq 0.20 EPS Q/Q 1576.91% Payout 0.00% Rel Volume 1.04 Prev Close 276.80
Sales Surprise 0.70% EPS Surprise 0.89% Sales Q/Q 10.77% Earnings May 29 AMC Avg Volume 5.59M Price 287.54
SMA20 4.75% SMA50 -0.90% SMA200 14.39% Trades
Volume 5,808,940 Change 3.88%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-21-24 Initiated KeyBanc Capital Markets
Sector Weight
Jan-11-24 Upgrade Robert W. Baird
Neutral → Outperform
$240 → $300
Dec-21-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$290 → $350
Dec-20-23 Downgrade Wells Fargo
Overweight → Equal Weight
$280
Dec-18-23 Upgrade Wolfe Research
Peer Perform → Outperform
$315
Nov-30-23 Reiterated Oppenheimer
Outperform
$250 → $275
Nov-30-23 Reiterated Needham
Buy
$250 → $275
Nov-30-23 Reiterated BMO Capital Markets
Outperform
$252 → $277
Oct-23-23 Downgrade Piper Sandler
Overweight → Neutral
$268 → $232
Sep-15-23 Initiated HSBC Securities
Buy
$267
Jul-31-23 Downgrade Morgan Stanley
Overweight → Equal-Weight
$251 → $278
Jun-01-23 Downgrade Societe Generale
Buy → Hold
Mar-02-23 Upgrade Needham
Hold → Buy
$230
Jan-20-23 Downgrade Cowen
Outperform → Market Perform
Jan-18-23 Initiated DA Davidson
Neutral
$150
Jan-13-23 Downgrade Atlantic Equities
Overweight → Neutral
$200 → $140
Jan-11-23 Downgrade Bernstein
Mkt Perform → Underperform
$134 → $119
Dec-08-22 Downgrade Robert W. Baird
Outperform → Neutral
$200 → $150
Dec-02-22 Downgrade Wolfe Research
Outperform → Peer Perform
Nov-17-22 Downgrade Monness Crespi & Hardt
Buy → Neutral
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Apr-15-24 09:40PM
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(Investor's Business Daily)
Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Benioff Marc Chair and CEO May 13 '24 Sale 276.84 15,000 4,152,578 12,587,327 May 14 04:46 PM Benioff Marc Chair and CEO May 10 '24 Sale 276.59 15,000 4,148,901 12,602,327 May 13 04:45 PM Benioff Marc Chair and CEO May 09 '24 Sale 274.29 15,000 4,114,395 12,617,327 May 10 05:17 PM Benioff Marc Chair and CEO May 08 '24 Sale 278.63 15,000 4,179,383 12,632,327 May 09 04:58 PM Harris Parker Co-Founder and CTO, Slack May 07 '24 Option Exercise 118.04 4,200 495,768 119,962 May 08 04:35 PM Benioff Marc Chair and CEO May 07 '24 Sale 277.28 15,000 4,159,208 12,647,327 May 08 04:24 PM Harris Parker Co-Founder and CTO, Slack May 07 '24 Sale 277.22 4,200 1,164,313 115,762 May 08 04:35 PM Benioff Marc Chair and CEO May 06 '24 Sale 275.45 15,000 4,131,753 12,662,327 May 07 04:39 PM Benioff Marc Chair and CEO May 03 '24 Sale 275.01 15,000 4,125,180 12,677,327 May 06 04:54 PM Benioff Marc Chair and CEO May 02 '24 Sale 271.11 15,000 4,066,627 12,692,327 May 03 04:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer May 01 '24 Sale 268.12 50,051 13,419,732 21,223 May 02 05:30 PM Benioff Marc Chair and CEO May 01 '24 Sale 269.53 15,000 4,043,016 12,707,327 May 02 05:11 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Option Exercise 118.04 4,200 495,768 119,962 May 01 04:47 PM Benioff Marc Chair and CEO Apr 30 '24 Sale 270.92 15,000 4,063,849 12,722,327 May 01 04:40 PM Harris Parker Co-Founder and CTO, Slack Apr 30 '24 Sale 270.93 4,200 1,137,894 115,762 May 01 04:47 PM Benioff Marc Chair and CEO Apr 29 '24 Sale 274.79 15,000 4,121,914 12,737,327 Apr 30 05:28 PM Benioff Marc Chair and CEO Apr 26 '24 Sale 275.07 15,000 4,126,113 12,752,327 Apr 29 05:41 PM Benioff Marc Chair and CEO Apr 25 '24 Sale 271.63 15,000 4,074,497 12,767,327 Apr 26 04:16 PM Benioff Marc Chair and CEO Apr 24 '24 Sale 276.65 15,000 4,149,748 12,782,327 Apr 25 04:25 PM Millham Brian President and COO Apr 24 '24 Sale 278.00 4,204 1,168,712 0 Apr 25 04:29 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Option Exercise 118.04 4,200 495,768 119,962 Apr 24 05:21 PM Benioff Marc Chair and CEO Apr 23 '24 Sale 273.90 15,000 4,108,442 12,797,327 Apr 24 05:14 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 23 '24 Sale 273.15 8,281 2,261,973 18,787 Apr 23 09:37 PM Millham Brian President and COO Apr 23 '24 Sale 273.15 4,241 1,158,438 4,204 Apr 23 09:21 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.87 4,200 1,150,243 115,762 Apr 24 05:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 23 '24 Sale 273.15 4,147 1,132,762 71,274 Apr 23 09:24 PM Harris Parker Co-Founder and CTO, Slack Apr 23 '24 Sale 273.15 4,147 1,132,762 115,762 Apr 23 09:26 PM Weaver Amy E President and CFO Apr 23 '24 Sale 273.15 4,096 1,118,831 49,290 Apr 23 09:18 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 23 '24 Sale 273.15 2,425 662,394 5,856 Apr 23 09:42 PM Millham Brian President and COO Apr 22 '24 Option Exercise 76.04 14,246 1,083,262 8,445 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Option Exercise 39.97 11,148 445,619 75,421 Apr 23 09:24 PM Weaver Amy E President and CFO Apr 22 '24 Option Exercise 0.00 8,155 0 53,386 Apr 23 09:18 PM Harris Parker Co-Founder and CTO, Slack Apr 22 '24 Option Exercise 0.00 8,257 0 119,909 Apr 23 09:26 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 22 '24 Option Exercise 0.00 7,605 0 27,068 Apr 23 09:37 PM Reddy Sundeep G. EVP & Chief Accounting Officer Apr 22 '24 Option Exercise 0.00 2,370 0 8,281 Apr 23 09:42 PM Benioff Marc Chair and CEO Apr 22 '24 Sale 274.03 15,000 4,110,502 12,812,327 Apr 23 04:23 PM Millham Brian President and COO Apr 22 '24 Sale 279.10 5,801 1,619,059 0 Apr 23 09:21 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 22 '24 Sale 279.10 2,891 806,878 67,164 Apr 23 09:24 PM Benioff Marc Chair and CEO Apr 19 '24 Sale 270.94 15,000 4,064,172 12,827,327 Apr 22 05:48 PM Benioff Marc Chair and CEO Apr 18 '24 Sale 272.59 15,000 4,088,897 12,842,327 Apr 19 04:38 PM Benioff Marc Chair and CEO Apr 17 '24 Sale 276.83 15,000 4,152,411 12,857,327 Apr 18 04:33 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Option Exercise 118.04 4,200 495,768 121,716 Apr 17 06:38 PM Benioff Marc Chair and CEO Apr 16 '24 Sale 275.66 41,394 11,410,612 12,872,327 Apr 17 06:35 PM Harris Parker Co-Founder and CTO, Slack Apr 16 '24 Sale 275.73 10,064 2,774,985 111,652 Apr 17 06:38 PM Weaver Amy E President and CFO Apr 16 '24 Sale 274.77 5,864 1,611,266 45,231 Apr 17 06:40 PM Tallapragada Srinivas Pres/Chief Engineering Officer Apr 16 '24 Sale 274.77 5,864 1,611,266 67,164 Apr 17 06:44 PM SCHMAIER R DAVID Pres. & Chief Product Officer Apr 16 '24 Sale 274.77 3,910 1,074,360 19,463 Apr 17 06:46 PM Benioff Marc Chair and CEO Apr 15 '24 Sale 278.06 15,000 4,170,903 12,913,721 Apr 16 05:18 PM Benioff Marc Chair and CEO Apr 12 '24 Sale 295.74 15,000 4,436,045 12,928,721 Apr 15 05:19 PM Benioff Marc Chair and CEO Apr 11 '24 Sale 298.37 15,000 4,475,480 12,943,721 Apr 12 05:09 PM Benioff Marc Chair and CEO Apr 10 '24 Sale 299.42 15,000 4,491,274 12,958,721 Apr 11 05:18 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 09 '24 Sale 301.74 15,000 4,526,080 12,921,166 Apr 10 05:01 PM Harris Parker Co-Founder and CTO, Slack Apr 09 '24 Sale 301.75 4,200 1,267,364 105,837 Apr 10 05:05 PM Benioff Marc Chair and CEO Apr 08 '24 Sale 302.03 15,000 4,530,433 12,936,166 Apr 09 04:31 PM Benioff Marc Chair and CEO Apr 05 '24 Sale 300.14 15,000 4,502,110 12,951,166 Apr 08 04:22 PM Benioff Marc Chair and CEO Apr 04 '24 Sale 299.97 15,000 4,499,532 12,966,166 Apr 05 04:48 PM Benioff Marc Chair and CEO Apr 03 '24 Sale 305.42 15,000 4,581,232 12,981,166 Apr 04 04:17 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Option Exercise 118.04 4,200 495,768 110,037 Apr 03 04:27 PM Benioff Marc Chair and CEO Apr 02 '24 Sale 300.87 15,000 4,513,113 12,996,166 Apr 03 04:24 PM Harris Parker Co-Founder and CTO, Slack Apr 02 '24 Sale 300.82 4,200 1,263,425 105,837 Apr 03 04:27 PM Millham Brian President and COO Apr 01 '24 Option Exercise 186.51 24,453 4,560,729 24,453 Apr 02 04:17 PM Millham Brian President and COO Apr 01 '24 Sale 302.08 24,453 7,386,863 0 Apr 02 04:17 PM Benioff Marc Chair and CEO Apr 01 '24 Sale 301.72 15,000 4,525,774 13,011,166 Apr 02 04:12 PM Benioff Marc Chair and CEO Mar 28 '24 Sale 301.01 15,000 4,515,164 13,026,166 Mar 29 04:48 PM Benioff Marc Chair and CEO Mar 27 '24 Sale 301.45 15,000 4,521,824 13,041,166 Mar 28 05:42 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Option Exercise 118.04 4,200 495,768 110,037 Mar 27 04:54 PM Benioff Marc Chair and CEO Mar 26 '24 Sale 306.38 15,000 4,595,651 13,056,166 Mar 27 04:46 PM Harris Parker Co-Founder and CTO, Slack Mar 26 '24 Sale 306.50 4,200 1,287,290 105,837 Mar 27 04:54 PM Millham Brian President and COO Mar 26 '24 Sale 307.50 1,663 511,372 0 Mar 27 04:51 PM Benioff Marc Chair and CEO Mar 25 '24 Sale 305.86 15,000 4,587,872 13,071,166 Mar 26 08:59 PM Millham Brian President and COO Mar 25 '24 Sale 305.46 1,679 512,863 1,663 Mar 26 09:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 25 '24 Sale 305.46 942 287,741 61,349 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 25 '24 Sale 305.46 942 287,741 39,416 Mar 26 08:43 PM Harris Parker Co-Founder and CTO, Slack Mar 25 '24 Sale 305.46 942 287,741 105,837 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 25 '24 Sale 305.46 66 20,160 5,911 Mar 26 09:11 PM Millham Brian President and COO Mar 22 '24 Option Exercise 223.63 14,516 3,246,210 14,516 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 193.48 7,075 1,368,839 45,558 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 154.14 2,890 445,465 63,306 Mar 22 08:08 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Option Exercise 0.00 1,875 0 62,291 Mar 26 08:40 PM Weaver Amy E President and CFO Mar 22 '24 Option Exercise 0.00 1,875 0 40,358 Mar 26 08:43 PM Millham Brian President and COO Mar 22 '24 Option Exercise 0.00 3,342 0 3,342 Mar 26 09:03 PM Harris Parker Co-Founder and CTO, Slack Mar 22 '24 Option Exercise 0.00 1,875 0 106,779 Mar 26 09:09 PM Reddy Sundeep G. EVP & Chief Accounting Officer Mar 22 '24 Option Exercise 0.00 144 0 5,977 Mar 26 09:11 PM Benioff Marc Chair and CEO Mar 22 '24 Sale 308.36 15,000 4,625,446 13,086,166 Mar 25 04:48 PM Millham Brian President and COO Mar 22 '24 Sale 309.32 14,516 4,490,089 0 Mar 22 07:56 PM Weaver Amy E President and CFO Mar 22 '24 Sale 309.32 7,075 2,188,439 38,483 Mar 22 08:03 PM Tallapragada Srinivas Pres/Chief Engineering Officer Mar 22 '24 Sale 309.32 2,890 893,935 60,416 Mar 22 08:08 PM Benioff Marc Chair and CEO Mar 21 '24 Sale 309.64 15,000 4,644,619 13,101,166 Mar 22 05:23 PM Benioff Marc Chair and CEO Mar 20 '24 Sale 304.21 15,000 4,563,184 13,116,166 Mar 21 05:14 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 19 '24 Sale 299.59 15,000 4,493,875 13,131,166 Mar 20 04:11 PM Harris Parker Co-Founder and CTO, Slack Mar 19 '24 Sale 299.60 4,200 1,258,305 104,904 Mar 20 04:18 PM Benioff Marc Chair and CEO Mar 18 '24 Sale 298.88 15,000 4,483,262 13,146,166 Mar 19 05:00 PM Benioff Marc Chair and CEO Mar 15 '24 Sale 296.12 15,000 4,441,747 13,161,166 Mar 18 04:47 PM Benioff Marc Chair and CEO Mar 14 '24 Sale 304.29 15,000 4,564,395 13,176,166 Mar 15 04:07 PM Benioff Marc Chair and CEO Mar 13 '24 Sale 306.23 15,000 4,593,481 13,191,166 Mar 14 04:44 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Option Exercise 118.04 4,200 495,768 109,104 Mar 13 04:25 PM Benioff Marc Chair and CEO Mar 12 '24 Sale 306.43 15,000 4,596,444 13,206,166 Mar 13 04:17 PM Harris Parker Co-Founder and CTO, Slack Mar 12 '24 Sale 306.55 4,200 1,287,515 104,904 Mar 13 04:25 PM
Index RUT P/E 8.66 EPS (ttm) 2.25 Insider Own 60.55% Shs Outstand 31.70M Perf Week 1.67%
Market Cap 615.69M Forward P/E 9.02 EPS next Y 2.16 Insider Trans 0.06% Shs Float 12.46M Perf Month 6.62%
Income 71.86M PEG - EPS next Q 0.56 Inst Own 23.72% Short Float 0.68% Perf Quarter 0.05%
Sales 273.04M P/S 2.25 EPS this Y -8.51% Inst Trans -2.60% Short Ratio 3.16 Perf Half Y 5.24%
Book/sh 15.71 P/B 1.24 EPS next Y -3.95% ROA 1.43% Short Interest 0.09M Perf Year 11.88%
Cash/sh - P/C - EPS next 5Y - ROE 15.18% 52W Range 16.85 - 21.87 Perf YTD -7.67%
Dividend Est. 0.74 (3.82%) P/FCF 9.60 EPS past 5Y -2.17% ROI 11.94% 52W High -10.88% Beta 0.86
Dividend TTM 0.72 (3.69%) Quick Ratio - Sales past 5Y 10.89% Gross Margin - 52W Low 15.67% ATR (14) 0.47
Dividend Ex-Date May 06, 2024 Current Ratio 0.09 EPS Y/Y TTM 17.55% Oper. Margin 35.52% RSI (14) 59.16 Volatility 2.18% 2.57%
Employees 844 Debt/Eq 0.28 Sales Y/Y TTM 34.06% Profit Margin 26.32% Recom 2.40 Target Price 22.70
Option/Short Yes / Yes LT Debt/Eq 0.21 EPS Q/Q 61.88% Payout 32.80% Rel Volume 0.50 Prev Close 19.55
Sales Surprise -7.77% EPS Surprise 1.05% Sales Q/Q 14.20% Earnings Apr 22 BMO Avg Volume 26.92K Price 19.49
SMA20 2.89% SMA50 2.90% SMA200 1.58% Trades
Volume 13,547 Change -0.31%
Date
Action
Analyst
Rating Change
Price Target Change
May-10-24 Upgrade Raymond James
Mkt Perform → Outperform
$23
Jul-01-22 Downgrade JP Morgan
Neutral → Underweight
$20 → $19
Feb-01-21 Downgrade Raymond James
Outperform → Mkt Perform
May-10-24 08:05AM
May-08-24 04:32AM
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HBT Financial, Inc. is a bank holding company, which provides business, commercial and retail banking products and services to consumers, businesses, and municipal entities. The company was founded in 1920 and is headquartered in Bloomington, IL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Chapman Peter Robert EVP & CFO May 01 '24 Buy 18.93 1,100 20,823 25,141 May 01 04:47 PM PFEIFFER GERALD E Director Mar 01 '24 Buy 18.85 1,385 26,107 58,585 Mar 04 04:21 PM PFEIFFER GERALD E Director Mar 01 '24 Buy 18.85 162 3,054 5,162 Mar 04 04:21 PM Baker Roger A Director Feb 26 '24 Buy 18.80 200 3,760 560,004 Feb 27 04:44 PM Baker Roger A Director Feb 22 '24 Buy 18.86 3,632 68,500 559,804 Feb 23 05:23 PM Baker Roger A Director Feb 09 '24 Buy 18.90 100 1,890 556,172 Feb 13 09:13 AM Baker Roger A Director Feb 08 '24 Buy 18.90 92 1,739 556,072 Feb 09 04:15 PM Baker Roger A Director Feb 07 '24 Buy 18.68 1,888 35,268 555,980 Feb 08 04:07 PM Baker Roger A Director Feb 06 '24 Buy 18.84 2,103 39,621 554,092 Feb 07 04:05 PM Baker Roger A Director Feb 05 '24 Buy 19.08 1,512 28,849 551,989 Feb 07 04:05 PM BUSCH PATRICK F Director Nov 02 '23 Buy 18.00 2,272 40,896 60,512 Nov 02 04:29 PM BUSCH PATRICK F Director Nov 01 '23 Buy 17.97 2,000 35,940 58,240 Nov 02 04:29 PM
Index S&P 500 P/E 21.61 EPS (ttm) 5.04 Insider Own 0.86% Shs Outstand 260.38M Perf Week -2.02%
Market Cap 27.78B Forward P/E 8.25 EPS next Y 13.19 Insider Trans -0.31% Shs Float 253.06M Perf Month -11.84%
Income 1.31B PEG 1.57 EPS next Q 2.92 Inst Own 92.43% Short Float 2.83% Perf Quarter -21.70%
Sales 9.78B P/S 2.84 EPS this Y 11.70% Inst Trans 0.61% Short Ratio 2.95 Perf Half Y 0.11%
Book/sh 87.08 P/B 1.25 EPS next Y 13.34% ROA 2.61% Short Interest 7.15M Perf Year 5.60%
Cash/sh 9.12 P/C 11.94 EPS next 5Y 13.74% ROE 5.92% 52W Range 95.12 - 141.77 Perf YTD -14.31%
Dividend Est. 1.07 (0.98%) P/FCF 19.50 EPS past 5Y 5.82% ROI 3.47% 52W High -23.24% Beta 1.01
Dividend TTM 1.00 (0.92%) Quick Ratio 0.92 Sales past 5Y 24.95% Gross Margin 62.15% 52W Low 14.40% ATR (14) 2.81
Dividend Ex-Date Jun 14, 2024 Current Ratio 0.92 EPS Y/Y TTM 1181.98% Oper. Margin 23.96% RSI (14) 27.51 Volatility 1.85% 2.47%
Employees 27000 Debt/Eq 0.82 Sales Y/Y TTM 7.36% Profit Margin 13.40% Recom 1.53 Target Price 149.75
Option/Short Yes / Yes LT Debt/Eq 0.70 EPS Q/Q 2995.95% Payout 26.54% Rel Volume 1.42 Prev Close 110.19
Sales Surprise 0.42% EPS Surprise 0.67% Sales Q/Q 5.57% Earnings May 01 BMO Avg Volume 2.42M Price 108.82
SMA20 -7.26% SMA50 -12.66% SMA200 -11.66% Trades
Volume 3,429,316 Change -1.24%
Date
Action
Analyst
Rating Change
Price Target Change
May-03-24 Reiterated Monness Crespi & Hardt
Buy
$175 → $165
Feb-02-24 Upgrade Evercore ISI
In-line → Outperform
$129 → $185
Dec-05-23 Initiated BMO Capital Markets
Market Perform
$138
Nov-20-23 Initiated BTIG Research
Buy
$135
Oct-20-23 Resumed UBS
Neutral
$130
Oct-12-23 Initiated Seaport Research Partners
Buy
$140
Oct-06-23 Initiated TD Cowen
Outperform
$150
Oct-02-23 Initiated Monness Crespi & Hardt
Buy
$175
Sep-18-23 Downgrade Redburn Atlantic
Neutral → Underweight
$105
Aug-10-23 Upgrade Jefferies
Hold → Buy
$125 → $145
Jun-23-23 Initiated B. Riley Securities
Buy
$179
Jun-13-23 Downgrade Jefferies
Buy → Hold
$140 → $105
May-05-23 Resumed Evercore ISI
In-line
$116
Apr-28-23 Resumed Citigroup
Buy
$136
Apr-19-23 Upgrade Robert W. Baird
Neutral → Outperform
$130 → $156
Apr-18-23 Downgrade JP Morgan
Overweight → Neutral
$124
Apr-12-23 Upgrade Goldman
Neutral → Buy
$127
Mar-30-23 Resumed Barclays
Overweight
$125
Jan-17-23 Upgrade Morgan Stanley
Equal-Weight → Overweight
$124 → $135
Jan-03-23 Downgrade Exane BNP Paribas
Neutral → Underperform
Show Previous Ratings
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May-01-24 10:38PM
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Global Payments, Inc. engages in the provision of payment technology and software solutions. It operates through the following segments: Merchant Solutions, Issuer Solutions, and Consumer Solutions. The Merchant Solutions segment offers payments technology and software solutions to customers globally. The Issuer Solutions segment is involved in solutions that enable financial institutions and other financial service providers to manage their card portfolios, reduce technical complexity and overhead and offer a seamless experience for cardholders on a single platform. The Consumer Solutions segment refers to the general purpose reloadable prepaid debit and payroll cards, demand deposit accounts and other financial service solutions to the under banked and other consumers and businesses in the United States through the Netspend brand. The company was founded in 1967 by George W. Thorpe and is headquartered in Atlanta, GA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Carter Andrea M Senior Executive VP and CHRO May 09 '24 Sale 111.34 3,300 367,422 25,209 May 10 04:12 PM TURNER JOHN THOMPSON Director Apr 26 '24 Option Exercise 39.22 5,712 224,025 26,253 Apr 30 04:53 PM WOODS M TROY Director Dec 14 '23 Sale 133.77 5,247 701,891 248,029 Dec 15 04:10 PM BALDWIN ROBERT H B JR Director Dec 08 '23 Buy 120.06 3,500 420,210 40,892 Dec 08 04:11 PM SHEFFIELD DAVID M EVP, Chief Accounting Officer Nov 15 '23 Sale 112.85 1,800 203,130 22,335 Nov 17 04:27 PM Green David Lawrence Chief Admin & Legal Officer Nov 02 '23 Sale 112.53 17,920 2,016,538 77,411 Nov 03 04:37 PM Whipple Joshua J Senior EVP and CFO Sep 06 '23 Sale 127.28 37,096 4,721,579 39,772 Sep 08 04:40 PM Sacchi Guido Francesco Senior EVP and CIO Aug 17 '23 Sale 124.47 14,502 1,805,064 66,130 Aug 18 04:31 PM MCDANIEL CONNIE D Director Aug 02 '23 Option Exercise 39.22 5,712 224,025 23,240 Aug 04 07:15 PM SHEFFIELD DAVID M EVP, Chief Accounting Officer Aug 02 '23 Sale 119.47 2,016 240,852 25,045 Aug 04 07:13 PM
Index RUT P/E 16.58 EPS (ttm) 2.11 Insider Own 21.90% Shs Outstand 128.37M Perf Week 6.33%
Market Cap 4.54B Forward P/E 15.53 EPS next Y 2.25 Insider Trans -1.21% Shs Float 101.56M Perf Month 27.96%
Income 259.97M PEG 0.52 EPS next Q 0.61 Inst Own 76.68% Short Float 2.11% Perf Quarter 30.25%
Sales 6.79B P/S 0.67 EPS this Y 4.85% Inst Trans -3.27% Short Ratio 3.79 Perf Half Y 59.67%
Book/sh 10.65 P/B 3.28 EPS next Y 7.77% ROA 3.34% Short Interest 2.14M Perf Year 23.61%
Cash/sh 0.71 P/C 49.02 EPS next 5Y 31.82% ROE 20.49% 52W Range 21.28 - 34.30 Perf YTD 48.60%
Dividend Est. 0.33 (0.95%) P/FCF 18.83 EPS past 5Y 13.25% ROI 4.23% 52W High 1.81% Beta 1.43
Dividend TTM 0.50 (1.43%) Quick Ratio 1.22 Sales past 5Y 5.64% Gross Margin 11.34% 52W Low 64.10% ATR (14) 0.84
Dividend Ex-Date May 15, 2024 Current Ratio 1.22 EPS Y/Y TTM 49.84% Oper. Margin 8.74% RSI (14) 81.61 Volatility 2.15% 2.81%
Employees 54600 Debt/Eq 3.74 Sales Y/Y TTM 6.08% Profit Margin 3.83% Recom 1.40 Target Price 38.00
Option/Short Yes / Yes LT Debt/Eq 3.49 EPS Q/Q 35.58% Payout 26.22% Rel Volume 1.14 Prev Close 34.08
Sales Surprise 2.90% EPS Surprise 35.66% Sales Q/Q 7.44% Earnings May 02 AMC Avg Volume 565.12K Price 34.92
SMA20 17.45% SMA50 19.73% SMA200 31.79% Trades
Volume 645,318 Change 2.46%
Date
Action
Analyst
Rating Change
Price Target Change
May-13-21 Reiterated The Benchmark Company
Buy
$40 → $44
Feb-26-21 Upgrade BofA Securities
Underperform → Buy
$30 → $36
Jun-16-20 Downgrade BofA/Merrill
Neutral → Underperform
$18 → $15
Sep-17-19 Initiated Deutsche Bank
Buy
$22
May-17-19 Upgrade JMP Securities
Mkt Perform → Mkt Outperform
$18
Dec-14-18 Initiated Barclays
Equal Weight
Oct-16-18 Initiated Credit Suisse
Neutral
$18
Feb-27-18 Upgrade JMP Securities
Mkt Underperform → Mkt Perform
Jan-30-18 Resumed Wells Fargo
Outperform
Jan-04-18 Upgrade BofA/Merrill
Underperform → Neutral
Aug-07-17 Upgrade Robert W. Baird
Neutral → Outperform
$15 → $21
Aug-07-17 Reiterated The Benchmark Company
Buy
$17 → $20
Mar-31-17 Initiated The Benchmark Company
Buy
$13
Jan-30-17 Downgrade Wells Fargo
Outperform → Market Perform
Sep-28-16 Downgrade JMP Securities
Mkt Perform → Mkt Underperform
May-09-16 Reiterated UBS
Reduce
$8 → $11
Nov-02-15 Reiterated RBC Capital Mkts
Outperform
$21 → $17
Oct-20-15 Upgrade JMP Securities
Mkt Underperform → Mkt Perform
Oct-06-15 Upgrade Wells Fargo
Market Perform → Outperform
Aug-10-15 Reiterated RBC Capital Mkts
Outperform
$19 → $21
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Select Medical Holdings Corp. engages in the provision of medical rehabilitation services. It operates through the following business segments: Critical Illness Recovery Hospital, Rehabilitation Hospital, Outpatient Rehabilitation and Concentra. The Critical Illness Recovery Hospital segment serves patients with debilitating injuries and rehabilitation needs that cannot be adequately cared for in a medically intensive environment, such as a skilled nursing facility. The Rehabilitation Hospital segment provides physical medicine, as well as rehabilitation programs and services, which serve to optimize patient health, function, and quality of life. The Outpatient Rehabilitation segment offers physical, occupational, and speech rehabilitation services through its clinics. The Concentra segment operates through its medical centers and contract services provided at employer worksites and Department of Veterans Affairs community-based outpatient clinics, which deliver occupational medicine, physical therapy, veteran's healthcare, and consumer health services. The company was founded by Robert A. Ortenzio and Rocco A. Ortenzio in 1996 and is headquartered in Mechanicsburg, PA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Apr 08 '24 Sale 29.90 50,000 1,495,000 6,689,668 Apr 10 04:44 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Mar 08 '24 Sale 28.30 50,000 1,415,000 6,739,668 Mar 11 04:43 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Feb 08 '24 Sale 26.00 50,000 1,300,000 6,789,668 Feb 09 04:34 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Jan 08 '24 Sale 26.63 100,000 2,663,000 6,839,668 Jan 09 04:42 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Dec 14 '23 Sale 25.00 100,000 2,500,000 6,939,668 Dec 14 04:57 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Sep 08 '23 Sale 26.82 50,000 1,341,000 7,039,668 Sep 11 04:01 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Aug 08 '23 Sale 29.52 50,000 1,476,000 7,089,668 Aug 09 05:40 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Jul 10 '23 Sale 30.36 50,000 1,518,000 6,889,668 Jul 11 06:43 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Jun 29 '23 Sale 32.00 100,000 3,200,000 1,279,000 Jun 30 05:27 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Jun 21 '23 Sale 30.00 33,967 1,019,010 1,379,000 Jun 22 06:00 PM ORTENZIO ROBERT A EXECUTIVE CHAIRMAN Jun 08 '23 Sale 28.63 50,000 1,431,500 6,939,668 Jun 09 05:13 PM
Index - P/E - EPS (ttm) -0.05 Insider Own 86.64% Shs Outstand 82.21M Perf Week -3.54%
Market Cap 1.23B Forward P/E 60.95 EPS next Y 0.04 Insider Trans -0.02% Shs Float 67.04M Perf Month 21.89%
Income -27.24M PEG - EPS next Q -0.00 Inst Own 13.06% Short Float 14.62% Perf Quarter -15.22%
Sales 1.35B P/S 0.91 EPS this Y 93.32% Inst Trans -0.36% Short Ratio 11.03 Perf Half Y 28.95%
Book/sh 2.06 P/B 1.19 EPS next Y 851.95% ROA -1.03% Short Interest 9.80M Perf Year -21.73%
Cash/sh 0.72 P/C 3.38 EPS next 5Y - ROE -1.84% 52W Range 1.54 - 4.18 Perf YTD -1.61%
Dividend Est. - P/FCF 20.71 EPS past 5Y - ROI -1.77% 52W High -41.39% Beta 1.99
Dividend TTM - Quick Ratio 1.99 Sales past 5Y 4.87% Gross Margin 86.10% 52W Low 58.58% ATR (14) 0.16
Dividend Ex-Date - Current Ratio 1.99 EPS Y/Y TTM 75.39% Oper. Margin -1.22% RSI (14) 55.71 Volatility 10.08% 6.68%
Employees 3800 Debt/Eq 0.48 Sales Y/Y TTM -26.79% Profit Margin -2.01% Recom 1.44 Target Price 4.13
Option/Short Yes / Yes LT Debt/Eq 0.48 EPS Q/Q 89.44% Payout - Rel Volume 0.53 Prev Close 2.47
Sales Surprise 2.61% EPS Surprise 100.00% Sales Q/Q -22.18% Earnings May 07 AMC Avg Volume 888.51K Price 2.45
SMA20 7.69% SMA50 2.14% SMA200 4.71% Trades
Volume 469,442 Change -0.81%
Date
Action
Analyst
Rating Change
Price Target Change
Feb-15-23 Upgrade UBS
Sell → Neutral
$2 → $2.75
Dec-13-22 Initiated Citigroup
Buy
$2.60
Dec-02-22 Initiated UBS
Sell
$2
Jan-07-22 Resumed Goldman
Buy
$12.50
Aug-06-21 Reiterated Truist
Buy
$16 → $14
Aug-06-21 Reiterated RBC Capital Mkts
Sector Perform
$15 → $14
Aug-06-21 Reiterated Oppenheimer
Outperform
$17 → $15
May-27-21 Initiated RBC Capital Mkts
Sector Perform
$15
Feb-05-21 Downgrade BTIG Research
Buy → Neutral
Nov-09-20 Reiterated Needham
Buy
$15 → $13
Oct-29-20 Initiated Credit Suisse
Outperform
$19
Oct-22-20 Reiterated Needham
Buy
$17 → $15
Sep-25-20 Initiated Piper Sandler
Neutral
$12
Sep-15-20 Initiated KeyBanc Capital Markets
Overweight
$15
Jun-24-20 Reiterated Needham
Buy
$13 → $17
Jun-11-20 Initiated BTIG Research
Buy
May-21-20 Reiterated Needham
Buy
$11 → $13
Apr-08-20 Upgrade Citigroup
Neutral → Buy
$9 → $6.50
Feb-04-20 Initiated The Benchmark Company
Buy
$12
Oct-01-19 Reiterated Needham
Buy
$13 → $11
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(The Wall Street Journal)
Nov-11-22 05:06AM
Angi, Inc. engages in the provision of a digital marketplace for home services. It operates through the following segments: Ads and Leads, Services, Roofing, and International. The Ads and Leads segment provides service professionals the capability to engage with potential customers, including quote and invoicing services, and provides consumers with tools and resources to help them find local, pre-screened and customer-rated service professionals nationwide for home repair, maintenance and improvement projects. The Services segment includes the provision of services through the Angi platform. Angi fulfills the request through the use of independently established home service providers engaged in a trade, occupation and/or business that customarily provides such services. The Roofing segment includes roof replacement and repair services through its wholly-owned subsidiary, Angi Roofing, LLC. The international segment consists of Europe and Canada. The company was founded on April 13, 2017 and is headquartered in Denver, CO.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shanmugasundaram Kulesh Chief Technology Officer May 01 '24 Sale 2.13 11,748 25,023 160,506 May 01 04:43 PM Shanmugasundaram Kulesh Chief Technology Officer Apr 19 '24 Option Exercise 0.00 12,707 0 178,741 Apr 22 09:29 PM Shaw Shannon Chief Legal Officer Apr 01 '24 Option Exercise 0.00 107,751 0 461,407 Apr 01 05:34 PM Shanmugasundaram Kulesh Chief Technology Officer Apr 01 '24 Sale 2.58 11,748 30,310 166,034 Apr 02 05:02 PM Shanmugasundaram Kulesh Chief Technology Officer Mar 25 '24 Option Exercise 0.00 36,205 0 196,265 Mar 25 06:08 PM Shanmugasundaram Kulesh Chief Technology Officer Mar 06 '24 Sale 2.58 11,748 30,310 160,060 Mar 06 07:55 PM Shanmugasundaram Kulesh Chief Technology Officer Mar 01 '24 Option Exercise 0.00 270,821 0 310,063 Mar 04 05:46 PM Bohnert Christopher W. CAO Mar 01 '24 Option Exercise 0.00 21,906 0 44,946 Mar 04 05:43 PM Russakoff Andrew CFO Mar 01 '24 Option Exercise 0.00 100,000 0 225,391 Mar 04 05:47 PM Hicks Bowman Angela R. Director Mar 01 '24 Option Exercise 0.00 20,000 0 240,298 Mar 04 05:47 PM Kip Jeffrey W President, Angi Inc. Feb 15 '24 Option Exercise 0.00 36,928 0 396,157 Feb 15 07:12 PM Hicks Bowman Angela R. Director Feb 15 '24 Option Exercise 0.00 18,464 0 226,573 Feb 15 07:12 PM Fleischman David Elias Chief Product Officer Feb 06 '24 Option Exercise 0.00 441,696 0 441,696 Feb 06 07:10 PM Bohnert Christopher W. CAO Feb 03 '24 Option Exercise 0.00 4,401 0 24,539 Feb 05 05:32 PM Shanmugasundaram Kulesh Chief Technology Officer Feb 01 '24 Sale 2.41 12,000 28,920 39,242 Feb 01 09:33 PM Shanmugasundaram Kulesh Chief Technology Officer Jan 02 '24 Sale 2.43 12,000 29,160 51,242 Jan 04 04:12 PM Shanmugasundaram Kulesh Chief Technology Officer Dec 01 '23 Sale 2.38 12,000 28,560 63,242 Dec 04 05:09 PM Philips Jeremy Director Nov 19 '23 Option Exercise 0.00 8,341 0 31,834 Nov 20 05:40 PM Shanmugasundaram Kulesh Chief Technology Officer Nov 14 '23 Sale 2.00 12,000 24,000 75,242 Nov 15 04:03 PM Shanmugasundaram Kulesh Chief Technology Officer Oct 19 '23 Option Exercise 0.00 12,706 0 93,729 Oct 20 06:14 PM Sivajee Dhanusha CMO Sep 07 '23 Option Exercise 0.00 106,232 0 174,167 Sep 07 06:27 PM Shaw Shannon Chief Legal Officer Sep 02 '23 Option Exercise 0.00 35,545 0 364,149 Sep 05 04:30 PM Bohnert Christopher W. CAO Aug 19 '23 Option Exercise 0.00 2,158 0 20,759 Aug 21 04:27 PM Schiffman Glenn Director Aug 09 '23 Option Exercise 0.00 6,194 0 12,389 Aug 09 05:02 PM Bohnert Christopher W. CAO Jul 01 '23 Option Exercise 0.00 2,961 0 19,453 Jul 05 04:58 PM Russakoff Andrew CFO Jun 09 '23 Option Exercise 0.00 196,078 0 196,078 Jun 12 04:59 PM Welch Suzy Director Jun 09 '23 Option Exercise 0.00 5,931 0 95,579 Jun 12 05:01 PM HAAS ALESIA J Director Jun 08 '23 Option Exercise 0.00 15,151 0 70,469 Jun 12 05:05 PM Philips Jeremy Director Jun 08 '23 Option Exercise 0.00 15,151 0 23,493 Jun 12 05:02 PM Welch Suzy Director Jun 08 '23 Option Exercise 0.00 15,151 0 89,648 Jun 12 05:01 PM
Index RUT P/E - EPS (ttm) -2.41 Insider Own 48.78% Shs Outstand 58.63M Perf Week 6.13%
Market Cap 4.63B Forward P/E - EPS next Y -3.66 Insider Trans -4.41% Shs Float 33.06M Perf Month 10.70%
Income -145.51M PEG - EPS next Q -0.75 Inst Own 61.83% Short Float 20.06% Perf Quarter -14.89%
Sales 0.00M P/S - EPS this Y -41.77% Inst Trans -1.03% Short Ratio 13.86 Perf Half Y 25.98%
Book/sh 10.47 P/B 6.85 EPS next Y -18.89% ROA -24.88% Short Interest 6.63M Perf Year 75.95%
Cash/sh 10.72 P/C 6.69 EPS next 5Y - ROE -26.01% 52W Range 37.95 - 89.39 Perf YTD -2.60%
Dividend Est. - P/FCF - EPS past 5Y -72.54% ROI -21.56% 52W High -19.81% Beta 1.30
Dividend TTM - Quick Ratio 20.93 Sales past 5Y 0.00% Gross Margin - 52W Low 88.88% ATR (14) 2.85
Dividend Ex-Date - Current Ratio 20.93 EPS Y/Y TTM -40.04% Oper. Margin 0.00% RSI (14) 56.54 Volatility 3.53% 3.88%
Employees 92 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin - Recom 1.10 Target Price 99.67
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -56.07% Payout - Rel Volume 0.98 Prev Close 68.02
Sales Surprise - EPS Surprise -4.15% Sales Q/Q - Earnings May 09 BMO Avg Volume 478.53K Price 71.68
SMA20 6.58% SMA50 -1.43% SMA200 11.09% Trades
Volume 467,167 Change 5.38%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Initiated Jefferies
Buy
$97
Apr-01-24 Upgrade Leerink Partners
Market Perform → Outperform
$69 → $110
Feb-28-24 Resumed Guggenheim
Buy
$99
Feb-23-24 Initiated Robert W. Baird
Outperform
$105
Sep-27-23 Initiated Stifel
Buy
$65
Aug-08-23 Initiated SVB Securities
Market Perform
$42
Jul-24-23 Initiated Guggenheim
Buy
$56
Jan-18-23 Initiated Wedbush
Outperform
$39
Jun-24-22 Initiated BMO Capital Markets
Outperform
$28
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09:27AM
07:19AM
06:30AM
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10:21AM
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Nuvalent, Inc. is a clinical stage biopharmaceutical company, which focuses on creating precisely targeted therapies for patients with cancer. Its pipeline includes ROS1 NSCLC, ALK NSCLC and HER2 NSCLC. The company was founded by Matthew D. Shair in January 2017 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Shair Matthew Director May 06 '24 Sale 69.48 37,500 2,605,525 1,462,198 May 08 04:51 PM Miller Deborah Ann Chief Legal Officer May 02 '24 Option Exercise 6.89 3,000 20,670 36,300 May 03 04:47 PM Miller Deborah Ann Chief Legal Officer May 02 '24 Sale 72.07 3,000 216,203 33,300 May 03 04:47 PM Shair Matthew Director Apr 29 '24 Sale 67.51 37,500 2,531,537 1,499,698 May 01 04:41 PM Shair Matthew Director Apr 29 '24 Sale 67.51 2,000 135,018 236,522 May 01 04:41 PM Shair Matthew Director Apr 22 '24 Sale 63.65 37,500 2,386,910 1,537,198 Apr 24 04:44 PM Conley Emily Director Apr 15 '24 Option Exercise 9.36 5,000 46,800 5,008 Apr 17 04:44 PM Shair Matthew Director Apr 15 '24 Sale 65.56 37,500 2,458,335 1,574,698 Apr 17 04:46 PM Conley Emily Director Apr 15 '24 Sale 65.52 5,000 327,607 8 Apr 17 04:44 PM Shair Matthew Director Apr 08 '24 Sale 68.44 37,500 2,566,479 1,612,198 Apr 10 04:45 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Option Exercise 6.89 3,000 20,670 36,300 Apr 05 04:47 PM Miller Deborah Ann Chief Legal Officer Apr 04 '24 Sale 73.60 3,000 220,787 33,300 Apr 05 04:47 PM Shair Matthew Director Apr 01 '24 Sale 76.92 37,500 2,884,337 1,649,698 Apr 03 04:45 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Option Exercise 22.58 22,000 496,740 55,300 Mar 29 04:46 PM Miller Deborah Ann Chief Legal Officer Mar 28 '24 Sale 75.20 22,000 1,654,311 33,300 Mar 29 04:46 PM Hack Andrew A. F. Director Mar 27 '24 Sale 72.77 880,000 64,035,959 2,697,267 Mar 29 05:15 PM Shair Matthew Director Mar 25 '24 Sale 76.77 37,500 2,878,982 1,687,198 Mar 27 04:55 PM Shair Matthew Director Mar 25 '24 Sale 76.77 2,000 153,546 238,522 Mar 27 04:55 PM Noci Darlene Chief Development Officer Mar 22 '24 Option Exercise 7.74 20,000 154,800 53,300 Mar 25 04:49 PM Noci Darlene Chief Development Officer Mar 22 '24 Sale 77.51 20,000 1,550,229 33,300 Mar 25 04:49 PM Conley Emily Director Mar 15 '24 Option Exercise 9.36 13,333 124,797 13,341 Mar 19 04:46 PM Conley Emily Director Mar 15 '24 Sale 80.92 13,333 1,078,883 8 Mar 19 04:46 PM Shair Matthew Director Dec 28 '23 Sale 75.46 48,548 3,663,492 1,724,698 Dec 28 05:09 PM Shair Matthew Director Dec 27 '23 Sale 75.17 1,000 75,170 1,773,246 Dec 28 05:09 PM Shair Matthew Director Dec 26 '23 Sale 75.12 69,602 5,228,346 1,774,246 Dec 28 05:09 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Option Exercise 18.93 5,000 94,650 5,000 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 19 '23 Sale 75.00 5,000 375,000 0 Dec 20 04:54 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Option Exercise 27.85 33,046 920,331 33,046 Dec 20 04:54 PM Noci Darlene Chief Development Officer Dec 18 '23 Option Exercise 4.70 40,000 188,139 40,000 Dec 20 04:56 PM Protopapas Anna Director Dec 18 '23 Option Exercise 9.36 5,000 46,800 5,000 Dec 20 04:58 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Option Exercise 1.08 30,000 32,400 30,000 Dec 20 04:51 PM Noci Darlene Chief Development Officer Dec 18 '23 Sale 75.82 40,000 3,032,800 0 Dec 20 04:56 PM Miller Deborah Ann Chief Legal Officer Dec 18 '23 Sale 75.82 33,046 2,505,548 0 Dec 20 04:54 PM Balcom Alexandra Chief Financial Officer Dec 18 '23 Sale 75.82 30,000 2,274,600 0 Dec 20 04:51 PM Protopapas Anna Director Dec 18 '23 Sale 75.67 5,000 378,350 0 Dec 20 04:58 PM Shair Matthew Director Nov 28 '23 Sale 61.89 9,150 566,303 1,843,848 Nov 30 04:47 PM Noci Darlene Chief Development Officer Nov 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Nov 03 04:43 PM Noci Darlene Chief Development Officer Nov 01 '23 Sale 52.66 3,000 157,975 0 Nov 03 04:43 PM Shair Matthew Director Oct 24 '23 Sale 50.70 91,700 4,648,872 1,852,998 Oct 26 04:47 PM Noci Darlene Chief Development Officer Oct 04 '23 Option Exercise 5.56 20,000 111,150 20,000 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Option Exercise 6.89 7,995 55,086 22,508 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 04 '23 Sale 55.99 20,000 1,119,702 0 Oct 06 04:56 PM Turner Christopher Durant Chief Medical Officer Oct 04 '23 Sale 54.04 7,995 432,031 14,513 Oct 06 04:58 PM Noci Darlene Chief Development Officer Oct 02 '23 Option Exercise 1.08 3,000 3,240 3,000 Oct 04 04:24 PM Noci Darlene Chief Development Officer Oct 02 '23 Sale 45.88 3,000 137,649 0 Oct 04 04:24 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Sep 19 04:45 PM Miller Deborah Ann Chief Legal Officer Sep 15 '23 Sale 47.64 2,000 95,283 0 Sep 19 04:45 PM Noci Darlene Chief Development Officer Sep 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Sep 06 04:36 PM Noci Darlene Chief Development Officer Sep 01 '23 Sale 46.56 3,000 139,692 0 Sep 06 04:36 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Aug 17 04:29 PM Miller Deborah Ann Chief Legal Officer Aug 15 '23 Sale 42.65 2,000 85,310 0 Aug 17 04:29 PM Noci Darlene Chief Development Officer Aug 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Aug 01 05:26 PM Noci Darlene Chief Development Officer Aug 01 '23 Sale 49.95 3,000 149,844 0 Aug 01 05:26 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Option Exercise 1.08 25,000 27,000 25,000 Aug 01 04:16 PM Balcom Alexandra Chief Financial Officer Jul 31 '23 Sale 48.99 25,000 1,224,796 0 Aug 01 04:16 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Option Exercise 6.89 6,500 44,785 6,500 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Option Exercise 6.89 2,665 18,362 17,178 Jul 28 04:51 PM Miller Deborah Ann Chief Legal Officer Jul 28 '23 Sale 48.52 6,500 315,380 0 Aug 01 04:13 PM Turner Christopher Durant Chief Medical Officer Jul 28 '23 Sale 48.93 2,665 130,398 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Option Exercise 6.89 2,365 16,295 16,878 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 26 '23 Sale 46.85 2,365 110,800 14,513 Jul 28 04:51 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Option Exercise 6.89 200 1,378 14,713 Jul 24 04:54 PM Turner Christopher Durant Chief Medical Officer Jul 24 '23 Sale 46.82 200 9,364 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Option Exercise 1.08 10,941 11,816 10,941 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Option Exercise 6.89 100 689 14,613 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 20 '23 Sale 45.17 10,941 494,205 0 Jul 21 04:47 PM Turner Christopher Durant Chief Medical Officer Jul 20 '23 Sale 46.80 100 4,680 14,513 Jul 24 04:54 PM Noci Darlene Chief Development Officer Jul 19 '23 Option Exercise 1.08 4,559 4,924 4,559 Jul 21 04:47 PM Noci Darlene Chief Development Officer Jul 19 '23 Sale 45.04 4,559 205,337 0 Jul 21 04:47 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Option Exercise 6.89 2,000 13,780 2,000 Jul 19 04:43 PM Miller Deborah Ann Chief Legal Officer Jul 17 '23 Sale 43.06 2,000 86,123 0 Jul 19 04:43 PM Noci Darlene Chief Development Officer Jul 03 '23 Option Exercise 1.08 3,000 3,240 3,000 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jul 03 '23 Sale 41.48 3,000 124,427 0 Jul 06 04:51 PM Noci Darlene Chief Development Officer Jun 16 '23 Option Exercise 1.08 2,900 3,132 2,900 Jun 20 04:45 PM Noci Darlene Chief Development Officer Jun 16 '23 Sale 45.19 2,900 131,051 0 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Option Exercise 6.89 2,000 13,780 2,000 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Option Exercise 1.08 1,000 1,080 1,000 Jun 20 04:45 PM Miller Deborah Ann Chief Legal Officer Jun 15 '23 Sale 44.28 2,000 88,565 0 Jun 20 04:42 PM Noci Darlene Chief Development Officer Jun 15 '23 Sale 45.07 1,000 45,070 0 Jun 20 04:45 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Option Exercise 6.89 10,235 70,519 24,748 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Option Exercise 1.08 600 648 600 Jun 07 04:46 PM Turner Christopher Durant Chief Medical Officer Jun 05 '23 Sale 44.86 10,235 459,142 14,513 Jun 07 04:50 PM Noci Darlene Chief Development Officer Jun 05 '23 Sale 45.00 600 27,000 0 Jun 07 04:46 PM Noci Darlene Chief Development Officer Jun 01 '23 Option Exercise 1.08 3,000 3,240 3,000 Jun 02 04:45 PM Noci Darlene Chief Development Officer Jun 01 '23 Sale 42.64 3,000 127,921 0 Jun 02 04:45 PM
Index - P/E 77.66 EPS (ttm) 0.82 Insider Own 52.64% Shs Outstand 83.84M Perf Week 3.28%
Market Cap 5.38B Forward P/E 19.71 EPS next Y 3.21 Insider Trans -0.16% Shs Float 40.27M Perf Month 7.80%
Income 76.46M PEG 5.36 EPS next Q 0.25 Inst Own 44.17% Short Float 2.93% Perf Quarter 24.83%
Sales 1.44B P/S 3.74 EPS this Y 12.64% Inst Trans 4.87% Short Ratio 2.09 Perf Half Y 40.57%
Book/sh 4.59 P/B 13.79 EPS next Y 14.99% ROA 5.47% Short Interest 1.18M Perf Year 46.60%
Cash/sh 7.29 P/C 8.69 EPS next 5Y 14.50% ROE 28.07% 52W Range 37.66 - 69.26 Perf YTD 29.55%
Dividend Est. 0.12 (0.18%) P/FCF 16.62 EPS past 5Y 44.26% ROI 16.85% 52W High -8.61% Beta 1.07
Dividend TTM 0.12 (0.19%) Quick Ratio 1.01 Sales past 5Y 10.08% Gross Margin 73.80% 52W Low 68.08% ATR (14) 1.82
Dividend Ex-Date Mar 28, 2024 Current Ratio 1.01 EPS Y/Y TTM 120.37% Oper. Margin 9.43% RSI (14) 59.66 Volatility 1.93% 3.00%
Employees 5406 Debt/Eq 1.48 Sales Y/Y TTM 13.44% Profit Margin 5.32% Recom 2.38 Target Price 72.30
Option/Short Yes / Yes LT Debt/Eq 0.16 EPS Q/Q 42.78% Payout 15.03% Rel Volume 0.78 Prev Close 61.27
Sales Surprise -1.84% EPS Surprise 12.62% Sales Q/Q 1.44% Earnings Apr 24 AMC Avg Volume 564.03K Price 63.30
SMA20 5.41% SMA50 2.36% SMA200 22.15% Trades
Volume 437,663 Change 3.31%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-12-24 Upgrade Barclays
Underweight → Equal Weight
$52
Jul-05-23 Upgrade Exane BNP Paribas
Neutral → Outperform
$50 → $65
Jun-06-23 Initiated DA Davidson
Neutral
$48
May-08-23 Initiated Rosenblatt
Buy
$56
Mar-09-23 Initiated William Blair
Mkt Perform
Jan-18-23 Upgrade Citigroup
Neutral → Buy
$36 → $45
Oct-18-22 Downgrade Barclays
Equal Weight → Underweight
$50 → $25
Sep-13-22 Initiated KeyBanc Capital Markets
Sector Weight
Sep-01-22 Initiated Citigroup
Neutral
$39
Jul-28-22 Downgrade Wedbush
Outperform → Neutral
Jul-25-22 Downgrade Macquarie
Outperform → Neutral
$54
May-12-22 Downgrade JMP Securities
Mkt Outperform → Mkt Perform
May-11-22 Downgrade Truist
Buy → Hold
$110 → $60
May-04-22 Initiated Goldman
Neutral
$86
Mar-08-22 Initiated Truist
Buy
$110
Feb-17-22 Downgrade Loop Capital
Buy → Hold
$110
Jun-11-21 Initiated RBC Capital Mkts
Outperform
$150
Jan-06-21 Initiated Macquarie
Outperform
Aug-26-20 Resumed Wedbush
Outperform
$140
Aug-26-20 Reiterated Needham
Buy
$154 → $163
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Pegasystems, Inc. engages in the development, market, license, and support of software, which allows organizations to build, deploy, and change enterprise applications. Its product Pega Infinity helps connect enterprises to their customers in real-time across channels, streamline business operations, and adapt to meet changing requirements. The company was founded by Alan Trefler in 1983 and is headquartered in Cambridge, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
STILLWELL KENNETH COO, CFO May 01 '24 Sale 60.39 2,000 120,774 22,884 May 03 05:06 PM Akgonul Rifat Kerim Chief Product Officer May 01 '24 Sale 60.39 2,000 120,771 53,785 May 03 05:03 PM Trefler Leon Chief of Clients and Markets Apr 30 '24 Sale 60.34 752 45,376 39,188 May 01 04:41 PM JONES RICHARD H Director Apr 29 '24 Sale 60.88 10,000 608,800 369,658 May 01 04:37 PM Akgonul Rifat Kerim Chief Product Officer Apr 01 '24 Sale 63.72 2,000 127,432 55,785 Apr 03 04:53 PM STILLWELL KENNETH COO, CFO Apr 01 '24 Sale 63.70 2,000 127,409 24,884 Apr 03 04:58 PM Trefler Leon Chief of Clients and Markets Apr 01 '24 Sale 64.20 752 48,278 39,940 Apr 03 05:02 PM Akgonul Rifat Kerim Chief Product Officer Mar 07 '24 Option Exercise 0.00 7,927 0 59,010 Mar 11 05:21 PM Higgins John Gerard Chief, Client &Partner Success Mar 07 '24 Option Exercise 0.00 7,342 0 12,686 Mar 11 05:31 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Mar 07 '24 Option Exercise 0.00 1,990 0 1,864 Mar 11 05:43 PM STILLWELL KENNETH COO, CFO Mar 07 '24 Option Exercise 0.00 15,073 0 30,993 Mar 11 05:48 PM Trefler Leon Chief of Clients and Markets Mar 07 '24 Option Exercise 0.00 5,316 0 41,987 Mar 11 05:51 PM STILLWELL KENNETH COO, CFO Mar 06 '24 Option Exercise 0.00 429 0 17,912 Mar 07 06:21 PM TREFLER ALAN C.E.O. & Chairman Mar 06 '24 Option Exercise 0.00 1,951 0 24,724,768 Mar 07 06:27 PM Trefler Leon Chief of Clients and Markets Mar 06 '24 Option Exercise 0.00 390 0 36,766 Mar 07 06:31 PM Akgonul Rifat Kerim Chief Product Officer Mar 06 '24 Option Exercise 0.00 332 0 52,176 Mar 07 06:11 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Mar 06 '24 Option Exercise 0.00 98 0 260 Mar 07 06:17 PM STILLWELL KENNETH COO, CFO Mar 04 '24 Option Exercise 0.00 1,273 0 17,758 Mar 05 06:25 PM TREFLER ALAN C.E.O. & Chairman Mar 04 '24 Option Exercise 0.00 2,642 0 24,723,223 Mar 05 06:34 PM Trefler Leon Chief of Clients and Markets Mar 04 '24 Option Exercise 0.00 527 0 36,458 Mar 05 06:37 PM Akgonul Rifat Kerim Chief Product Officer Mar 04 '24 Option Exercise 0.00 566 0 51,961 Mar 05 05:57 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Mar 04 '24 Option Exercise 0.00 129 0 185 Mar 05 06:11 PM Higgins John Gerard Chief, Client &Partner Success Mar 01 '24 Option Exercise 0.00 1,528 0 7,105 Mar 05 06:12 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Mar 01 '24 Option Exercise 0.00 103 0 103 Mar 05 06:11 PM Trefler Leon Chief of Clients and Markets Mar 01 '24 Option Exercise 0.00 588 0 36,121 Mar 05 06:37 PM Akgonul Rifat Kerim Chief Product Officer Mar 01 '24 Option Exercise 0.00 588 0 51,680 Mar 05 05:57 PM STILLWELL KENNETH COO, CFO Mar 01 '24 Option Exercise 0.00 1,175 0 17,175 Mar 05 06:25 PM STILLWELL KENNETH COO, CFO Mar 01 '24 Sale 66.43 2,000 132,862 16,000 Mar 05 06:25 PM Akgonul Rifat Kerim Chief Product Officer Mar 01 '24 Sale 66.40 2,000 132,799 51,092 Mar 05 05:57 PM JONES RICHARD H Director Feb 23 '24 Sale 63.39 10,000 633,900 379,658 Feb 27 05:31 PM STILLWELL KENNETH COO, CFO Feb 22 '24 Sale 63.66 6,535 416,018 18,000 Feb 26 05:13 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Feb 20 '24 Option Exercise 33.90 1,180 40,002 1,180 Feb 22 05:37 PM Trefler Leon Chief of Clients and Markets Feb 20 '24 Sale 63.80 1,504 95,955 35,533 Feb 22 05:31 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Feb 20 '24 Sale 64.75 395 25,576 0 Feb 22 05:37 PM STILLWELL KENNETH COO, CFO Feb 16 '24 Option Exercise 33.90 64,804 2,196,856 89,339 Feb 21 04:42 PM STILLWELL KENNETH COO, CFO Feb 16 '24 Sale 63.17 20,606 1,301,681 24,535 Feb 21 04:42 PM Trefler Leon Chief of Clients and Markets Jan 29 '24 Option Exercise 20.05 24,553 492,288 50,742 Jan 31 06:13 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Dec 14 '23 Sale 52.50 248 13,020 0 Dec 15 04:30 PM Akgonul Rifat Kerim Chief Product Officer Dec 07 '23 Sale 52.03 1,000 52,030 52,967 Dec 08 05:04 PM Akgonul Rifat Kerim Chief Product Officer Dec 06 '23 Option Exercise 0.00 331 0 54,065 Dec 08 05:04 PM TREFLER ALAN C.E.O. & Chairman Dec 06 '23 Option Exercise 0.00 1,952 0 24,777,800 Dec 08 05:18 PM Trefler Leon Chief of Clients and Markets Dec 06 '23 Option Exercise 0.00 391 0 25,635 Dec 08 05:23 PM STILLWELL KENNETH COO, CFO Dec 06 '23 Option Exercise 0.00 430 0 24,705 Dec 08 05:13 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Dec 06 '23 Option Exercise 0.00 97 0 272 Dec 08 05:09 PM Trefler Leon Chief of Clients and Markets Dec 04 '23 Option Exercise 0.00 527 0 25,326 Dec 05 06:31 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Dec 04 '23 Option Exercise 0.00 130 0 194 Dec 05 06:22 PM TREFLER ALAN C.E.O. & Chairman Dec 04 '23 Option Exercise 0.00 2,643 0 24,776,522 Dec 05 06:29 PM Akgonul Rifat Kerim Chief Product Officer Dec 04 '23 Option Exercise 0.00 565 0 53,833 Dec 05 06:12 PM STILLWELL KENNETH COO, CFO Dec 04 '23 Option Exercise 0.00 1,273 0 24,479 Dec 05 06:26 PM STILLWELL KENNETH COO, CFO Dec 01 '23 Option Exercise 0.00 1,176 0 23,634 Dec 05 06:26 PM Akgonul Rifat Kerim Chief Product Officer Dec 01 '23 Option Exercise 0.00 588 0 53,509 Dec 05 06:12 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Dec 01 '23 Option Exercise 0.00 103 0 103 Dec 05 06:22 PM Higgins John Gerard Chief, Client &Partner Success Dec 01 '23 Option Exercise 0.00 1,158 0 6,279 Dec 05 06:16 PM Trefler Leon Chief of Clients and Markets Dec 01 '23 Option Exercise 0.00 588 0 24,990 Dec 05 06:31 PM Trefler Leon Chief of Clients and Markets Dec 01 '23 Sale 52.40 810 42,444 24,402 Dec 05 06:31 PM STILLWELL KENNETH COO, CFO Nov 24 '23 Sale 51.85 4,500 233,325 22,458 Nov 28 04:51 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Nov 22 '23 Option Exercise 33.90 4,723 160,110 4,723 Nov 27 07:52 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Nov 22 '23 Sale 52.40 1,261 66,076 0 Nov 27 07:52 PM Trefler Leon Chief of Clients and Markets Nov 17 '23 Sale 50.00 1,621 81,050 25,212 Nov 21 04:12 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Sep 13 '23 Sale 44.55 248 11,048 0 Sep 15 04:28 PM Akgonul Rifat Kerim Chief Product Officer Sep 11 '23 Sale 46.65 1,890 88,168 52,921 Sep 12 05:14 PM Akgonul Rifat Kerim Chief Product Officer Sep 06 '23 Option Exercise 0.00 332 0 54,909 Sep 08 05:00 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Sep 06 '23 Option Exercise 0.00 98 0 272 Sep 08 05:03 PM STILLWELL KENNETH COO, CFO Sep 06 '23 Option Exercise 0.00 429 0 27,063 Sep 08 05:19 PM TREFLER ALAN C.E.O. & Chairman Sep 06 '23 Option Exercise 0.00 1,951 0 32,275,349 Sep 08 05:22 PM Trefler Leon Chief of Clients and Markets Sep 06 '23 Option Exercise 0.00 390 0 26,928 Sep 08 05:27 PM Trefler Leon Chief of Clients and Markets Sep 05 '23 Option Exercise 0.00 526 0 26,620 Sep 06 07:05 PM Akgonul Rifat Kerim Chief Product Officer Sep 05 '23 Option Exercise 0.00 564 0 54,676 Sep 06 07:01 PM TREFLER ALAN C.E.O. & Chairman Sep 05 '23 Option Exercise 0.00 2,642 0 32,273,867 Sep 06 07:04 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Sep 05 '23 Option Exercise 0.00 129 0 193 Sep 06 07:03 PM STILLWELL KENNETH COO, CFO Sep 05 '23 Option Exercise 0.00 1,273 0 26,804 Sep 06 07:03 PM Trefler Leon Chief of Clients and Markets Sep 01 '23 Option Exercise 0.00 587 0 26,284 Sep 06 07:05 PM STILLWELL KENNETH COO, CFO Sep 01 '23 Option Exercise 0.00 1,175 0 25,959 Sep 06 07:03 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Sep 01 '23 Option Exercise 0.00 103 0 103 Sep 06 07:03 PM Akgonul Rifat Kerim Chief Product Officer Sep 01 '23 Option Exercise 0.00 587 0 54,353 Sep 06 07:01 PM Higgins John Gerard Chief, Client &Partner Success Sep 01 '23 Option Exercise 0.00 1,159 0 5,770 Sep 06 07:02 PM Trefler Leon Chief of Clients and Markets Sep 01 '23 Sale 50.00 811 40,550 25,697 Sep 06 07:05 PM JONES RICHARD H Director Aug 15 '23 Option Exercise 0.00 2,117 0 21,656 Aug 17 05:26 PM LAFOND CHRISTOPHER Director Aug 15 '23 Option Exercise 0.00 2,117 0 7,846 Aug 17 05:29 PM LEDINGHAM DIANNE Director Aug 15 '23 Option Exercise 0.00 2,117 0 15,212 Aug 17 05:32 PM WEBER LARRY Director Aug 15 '23 Option Exercise 0.00 2,117 0 8,952 Aug 17 05:39 PM Rowlands Sharon T Director Aug 15 '23 Option Exercise 0.00 2,117 0 22,271 Aug 17 05:36 PM GYENES PETER Director Aug 15 '23 Option Exercise 0.00 2,117 0 10,365 Aug 17 05:23 PM JONES RICHARD H Director Aug 02 '23 Sale 50.72 297 15,064 74,703 Aug 04 04:17 PM Trefler Leon Chief of Clients and Markets Aug 01 '23 Sale 52.00 811 42,172 26,508 Aug 02 05:06 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Jul 31 '23 Sale 52.06 107 5,570 0 Aug 02 05:01 PM Trefler Leon Chief of Clients and Markets Jul 05 '23 Sale 52.61 811 42,667 27,319 Jul 06 04:31 PM Trefler Leon Chief of Clients and Markets Jun 13 '23 Sale 50.00 3,244 162,200 28,130 Jun 15 05:40 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Jun 13 '23 Sale 49.50 1,000 49,500 107 Jun 15 05:36 PM Akgonul Rifat Kerim Chief Product Officer Jun 06 '23 Option Exercise 0.00 332 0 53,864 Jun 07 05:40 PM STILLWELL KENNETH COO, CFO Jun 06 '23 Option Exercise 0.00 429 0 24,889 Jun 07 05:54 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Jun 06 '23 Option Exercise 0.00 97 0 1,131 Jun 07 05:49 PM TREFLER ALAN C.E.O. & Chairman Jun 06 '23 Option Exercise 0.00 1,951 0 32,272,165 Jun 07 05:58 PM Trefler Leon Chief of Clients and Markets Jun 06 '23 Option Exercise 0.00 390 0 31,469 Jun 07 06:05 PM Trefler Leon Chief of Clients and Markets Jun 05 '23 Option Exercise 0.00 335 0 31,161 Jun 07 06:05 PM TREFLER ALAN C.E.O. & Chairman Jun 05 '23 Option Exercise 0.00 1,393 0 32,270,623 Jun 07 05:58 PM KOUNINIS EFSTATHIOS A VP of Finance & CAO Jun 05 '23 Option Exercise 0.00 76 0 1,053 Jun 07 05:49 PM STILLWELL KENNETH COO, CFO Jun 05 '23 Option Exercise 0.00 696 0 24,630 Jun 07 05:54 PM Akgonul Rifat Kerim Chief Product Officer Jun 05 '23 Option Exercise 0.00 335 0 53,631 Jun 07 05:40 PM TREFLER ALAN C.E.O. & Chairman Jun 02 '23 Option Exercise 0.00 1,249 0 32,269,597 Jun 05 05:28 PM
Index RUT P/E 19.04 EPS (ttm) 5.27 Insider Own 19.90% Shs Outstand 15.35M Perf Week 6.43%
Market Cap 1.54B Forward P/E - EPS next Y - Insider Trans -0.49% Shs Float 12.34M Perf Month 14.80%
Income 81.29M PEG - EPS next Q - Inst Own 56.18% Short Float 4.11% Perf Quarter 9.36%
Sales 1.14B P/S 1.35 EPS this Y - Inst Trans -1.96% Short Ratio 8.15 Perf Half Y 38.74%
Book/sh 60.05 P/B 1.67 EPS next Y - ROA 6.29% Short Interest 0.51M Perf Year 71.93%
Cash/sh 18.05 P/C 5.56 EPS next 5Y - ROE 9.02% 52W Range 56.87 - 101.81 Perf YTD 8.49%
Dividend Est. - P/FCF 19.35 EPS past 5Y 2.34% ROI 8.29% 52W High -1.51% Beta 0.42
Dividend TTM 2.36 (2.35%) Quick Ratio - Sales past 5Y 2.68% Gross Margin 69.54% 52W Low 76.31% ATR (14) 2.19
Dividend Ex-Date Jun 28, 2024 Current Ratio - EPS Y/Y TTM 331.83% Oper. Margin 5.76% RSI (14) 71.86 Volatility 2.64% 2.15%
Employees 13123 Debt/Eq 0.09 Sales Y/Y TTM 8.27% Profit Margin 7.10% Recom - Target Price -
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q 121.46% Payout 53.87% Rel Volume 0.81 Prev Close 97.85
Sales Surprise - EPS Surprise - Sales Q/Q 10.97% Earnings May 10 BMO Avg Volume 62.23K Price 100.27
SMA20 8.65% SMA50 8.69% SMA200 21.86% Trades
Volume 50,234 Change 2.47%
Date
Action
Analyst
Rating Change
Price Target Change
Aug-01-11 Downgrade Morgan Keegan
Outperform → Mkt Perform
$55 → $41
Dec-11-08 Initiated Morgan Keegan
Outperform
Sep-23-08 Downgrade RBC Capital Mkts
Outperform → Sector Perform
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(Simply Wall St.) +10.24%
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National HealthCare Corp. engages in the provision of nursing facilities, assisted living facilities, independent living facilities and homecare programs. It provides sub and post-acute nursing care, intermediate nursing care, rehabilitative care, senior living services and home health care services. It operates through the following segments: Inpatient Services, Homecare and Hospice Services, and All Other. The Inpatient Services segment includes the operation of skilled nursing facilities and assisted and independent living facilities. The Homecare and Hospice Services segment focuses on the revenues from rental income, management and accounting services fees, insurance services, and costs of the corporate office. The company was founded by Carl E. Adams in 1971 and is headquartered in Murfreesboro, TN.
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SEC Form 4
ADAMS W ANDREW Director May 07 '24 Option Exercise 77.92 7,500 584,400 262,072 May 09 06:05 PM HASSAN EMIL E Director May 03 '24 Option Exercise 77.92 7,500 584,400 73,095 May 06 05:32 PM BURGESS ERNEST G III Director May 01 '24 Option Exercise 77.92 7,500 584,400 92,500 May 03 04:12 PM LAROCHE RICHARD F JR Director Apr 30 '24 Option Exercise 77.92 7,500 584,400 0 May 01 04:40 PM Ussery Robert Michael President & COO Mar 12 '24 Option Exercise 53.94 4,500 242,730 157,609 Mar 14 05:32 PM KIDD BRIAN F SVP, Controller, PAO Mar 12 '24 Option Exercise 53.94 4,000 215,760 26,554 Mar 14 05:25 PM Dodson Vicki L Sr.VP Patient Srvcs Mar 12 '24 Option Exercise 53.94 3,733 201,358 9,582 Mar 14 05:28 PM FLATT BEN ANDERSON SR Senior VP & CIO Mar 12 '24 Option Exercise 53.94 3,733 201,358 14,710 Mar 14 05:27 PM McIntosh Leroy E. Jr. SVP, Anc Srvcs & Srvc Strategy Mar 12 '24 Option Exercise 53.94 3,733 201,358 12,727 Mar 14 05:24 PM Flatt Stephen Fowler CEO Mar 12 '24 Option Exercise 53.94 2,500 134,850 62,035 Mar 14 05:26 PM McCreary Josh A Senior VP & General Counsel Feb 29 '24 Option Exercise 63.96 3,733 238,763 7,045 Mar 04 05:20 PM Flatt Stephen Fowler CEO Feb 22 '24 Option Exercise 63.96 4,733 302,723 60,403 Feb 26 05:53 PM Ussery Robert Michael President & COO Feb 22 '24 Option Exercise 63.96 4,233 270,743 153,791 Feb 26 05:47 PM Dodson Vicki L Sr.VP Patient Srvcs Feb 22 '24 Option Exercise 63.96 3,733 238,763 7,642 Feb 26 05:45 PM FLATT BEN ANDERSON SR Senior VP & CIO Feb 22 '24 Option Exercise 63.96 3,733 238,763 12,549 Feb 26 06:08 PM KIDD BRIAN F SVP, Controller, PAO Feb 22 '24 Option Exercise 63.96 3,733 238,763 23,956 Feb 26 05:40 PM McIntosh Leroy E. Jr. SVP, Anc Srvcs & Srvc Strategy Feb 22 '24 Option Exercise 63.96 3,733 238,763 10,732 Feb 26 05:58 PM ABERNATHY JAMES PAUL Director Feb 16 '24 Option Exercise 71.64 1,745 125,012 34,883 Feb 21 05:21 PM ABERNATHY JAMES PAUL Director Jan 04 '24 Option Exercise 70.48 13,395 944,138 38,323 Jan 08 04:45 PM ADAMS ROBERT G Director Dec 15 '23 Option Exercise 72.26 13,066 944,186 10,534 Dec 18 04:39 PM HASSAN EMIL E Director Dec 08 '23 Sale 88.50 7,500 663,750 65,595 Dec 11 04:29 PM Dodson Vicki L Sr.VP Patient Srvcs Dec 06 '23 Option Exercise 63.96 3,733 238,763 7,222 Dec 08 11:28 AM HASSAN EMIL E Director Dec 04 '23 Sale 85.50 7,500 641,250 73,095 Dec 06 04:50 PM Flatt Stephen Fowler CEO Nov 21 '23 Option Exercise 63.96 4,733 302,723 60,929 Nov 22 04:50 PM Ussery Robert Michael President & COO Nov 21 '23 Option Exercise 63.96 4,233 270,743 153,987 Nov 24 01:59 PM McIntosh Leroy E. Jr. SVP, Anc Srvcs & Srvc Strategy Nov 21 '23 Option Exercise 63.96 3,733 238,763 10,459 Nov 22 04:59 PM KIDD BRIAN F SVP, Controller, PAO Nov 21 '23 Option Exercise 63.96 3,733 238,763 23,888 Nov 24 01:54 PM McCreary Josh A Senior VP & General Counsel Nov 21 '23 Option Exercise 63.96 3,733 238,763 7,018 Nov 22 05:05 PM FLATT BEN ANDERSON SR Senior VP & CIO Nov 21 '23 Option Exercise 63.96 3,733 238,763 12,151 Nov 24 02:04 PM HASSAN EMIL E Director Sep 29 '23 Option Exercise 64.64 2,000 129,280 80,595 Oct 02 05:32 PM ADAMS ROBERT G Director Sep 06 '23 Buy 65.40 2,000 130,800 3,034 Sep 07 04:16 PM ABERNATHY JAMES PAUL Director Aug 24 '23 Sale 68.22 1,550 105,741 29,840 Aug 28 04:58 PM Trail Sandra Y. Director Aug 11 '23 Option Exercise 69.19 1,807 125,026 3,614 Aug 14 04:52 PM ADAMS W ANDREW Director Aug 09 '23 Buy 67.17 1,861 125,001 42,851 Aug 10 04:02 PM LAROCHE RICHARD F JR Director Jun 29 '23 Buy 61.40 2,100 128,944 196,413 Jul 03 04:24 PM
Index RUT P/E 14.83 EPS (ttm) 6.13 Insider Own 39.99% Shs Outstand 32.93M Perf Week -1.11%
Market Cap 3.00B Forward P/E 16.28 EPS next Y 5.58 Insider Trans -0.56% Shs Float 19.80M Perf Month 11.07%
Income 205.27M PEG 2.12 EPS next Q 1.42 Inst Own 45.49% Short Float 2.26% Perf Quarter 4.17%
Sales 816.22M P/S 3.67 EPS this Y -8.52% Inst Trans -3.37% Short Ratio 6.80 Perf Half Y 9.82%
Book/sh 44.57 P/B 2.04 EPS next Y -3.75% ROA 1.65% Short Interest 0.45M Perf Year 18.52%
Cash/sh - P/C - EPS next 5Y 7.00% ROE 14.77% 52W Range 74.55 - 104.00 Perf YTD -6.62%
Dividend Est. 1.77 (1.94%) P/FCF 14.82 EPS past 5Y 11.01% ROI 13.20% 52W High -12.61% Beta 1.07
Dividend TTM 1.69 (1.86%) Quick Ratio - Sales past 5Y 13.79% Gross Margin - 52W Low 21.92% ATR (14) 1.98
Dividend Ex-Date Mar 27, 2024 Current Ratio 0.67 EPS Y/Y TTM -4.67% Oper. Margin 31.83% RSI (14) 57.43 Volatility 1.67% 2.37%
Employees 2109 Debt/Eq 0.07 Sales Y/Y TTM 22.98% Profit Margin 25.15% Recom 3.50 Target Price 91.62
Option/Short Yes / Yes LT Debt/Eq 0.06 EPS Q/Q -12.64% Payout 26.17% Rel Volume 0.88 Prev Close 90.69
Sales Surprise 2.35% EPS Surprise 7.72% Sales Q/Q 12.33% Earnings Apr 18 AMC Avg Volume 65.68K Price 90.89
SMA20 1.15% SMA50 3.90% SMA200 1.73% Trades
Volume 58,032 Change 0.22%
Date
Action
Analyst
Rating Change
Price Target Change
May-06-22 Downgrade Piper Sandler
Neutral → Underweight
$87 → $79
Aug-14-19 Initiated Sandler O'Neill
Hold
Jan-21-10 Upgrade Keefe Bruyette
Underperform → Mkt Perform
$32 → $38
Jan-05-09 Downgrade Keefe Bruyette
Mkt Perform → Underperform
$45 → $39
Jan-26-07 Downgrade FTN Midwest
Buy → Neutral
Jan-25-07 Downgrade Keefe Bruyette
Mkt Perform → Underperform
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BancFirst Corp. is a bank holding company, which provides retail and commercial banking services. Its services include commercial, real estate, agricultural and consumer lending, depository and funds transfer services, collections, safe deposit boxes, cash management services, retail brokerage services, and other services tailored for both individual and corporate customers. The firm operates through the following business segments: Metropolitan Banks, Community Banks, Pegasus, Worthington, and Other Financial Services, and Executive Operations and Support. The Metropolitan Banks segment consists of banking locations in the metropolitan Oklahoma City and Tulsa areas. The Community Banks segment consists of banking locations in communities throughout Oklahoma. The Pegasus Bank segment consists of banking locations in the Dallas metropolitan area. The Other Financial Services segment refers to specialty product business units, including guaranteed small business lending, residential mortgage lending, trust services, securities brokerage, electronic banking, and insurance. The Executive Operations and Support segment represents executive management, operational support, and corporate functions that are not allocated to the other business units. BancFirst was founded in July 1984 and is headquartered in Oklahoma City, OK.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Hannah Dennis Jay Executive Vice President May 06 '24 Sale 92.23 5,496 506,902 10,714 May 07 10:00 AM Hannah Dennis Jay Executive Vice President May 03 '24 Sale 92.38 204 18,846 16,210 May 03 06:39 PM Lawrence Kevin Executive Vice President May 02 '24 Option Exercise 32.30 2,709 87,501 12,709 May 02 12:37 PM Lawrence Kevin Executive Vice President May 02 '24 Sale 91.16 2,709 246,966 10,000 May 02 12:37 PM Lawrence Kevin Executive Vice President May 01 '24 Option Exercise 32.30 10,000 323,000 20,000 May 01 02:54 PM Lawrence Kevin Executive Vice President May 01 '24 Sale 90.00 10,000 900,000 10,000 May 01 02:54 PM Hannah Dennis Jay Executive Vice President May 01 '24 Sale 92.03 2,000 184,057 16,414 May 01 04:39 PM Lawrence Kevin Executive Vice President Apr 25 '24 Option Exercise 32.30 10,000 323,000 20,000 Apr 25 12:15 PM Lawrence Kevin Executive Vice President Apr 25 '24 Sale 90.00 10,000 900,028 10,000 Apr 25 12:15 PM COPELAND SCOTT Executive Vice President Apr 24 '24 Sale 92.21 2,534 233,665 13,290 Apr 25 10:40 AM Hannah Dennis Jay Executive Vice President Apr 24 '24 Sale 92.06 300 27,617 18,414 Apr 24 06:02 PM Lawrence Kevin Executive Vice President Apr 22 '24 Option Exercise 32.30 10,000 323,000 20,000 Apr 22 01:11 PM SCHMIDT DARRYL Executive Vice President Apr 22 '24 Buy 89.71 232 20,812 48,939 Apr 22 11:11 AM SCHMIDT DARRYL Executive Vice President Apr 22 '24 Buy 89.71 24 2,153 5,122 Apr 22 11:11 AM Lawrence Kevin Executive Vice President Apr 22 '24 Sale 90.07 10,000 900,723 10,000 Apr 22 01:11 PM Hannah Dennis Jay Executive Vice President Mar 07 '24 Sale 90.03 1,000 90,034 18,714 Mar 07 04:38 PM Lopez Dave R Director Mar 04 '24 Option Exercise 21.49 3,000 64,470 3,000 Mar 04 06:18 PM Lopez Dave R Director Mar 04 '24 Sale 87.18 3,000 261,526 0 Mar 04 06:18 PM Lawrence Kevin Executive Vice President Feb 29 '24 Option Exercise 32.30 1,159 37,436 11,159 Feb 29 12:47 PM Lawrence Kevin Executive Vice President Feb 29 '24 Sale 88.00 1,159 101,992 10,000 Feb 29 12:47 PM Lawrence Kevin Executive Vice President Feb 27 '24 Option Exercise 32.30 1,529 49,387 11,529 Feb 27 04:55 PM Lawrence Kevin Executive Vice President Feb 27 '24 Sale 88.00 1,529 134,552 10,000 Feb 27 04:55 PM Lawrence Kevin Executive Vice President Feb 23 '24 Option Exercise 32.30 7,312 236,178 17,312 Feb 23 04:32 PM Lawrence Kevin Executive Vice President Feb 23 '24 Sale 88.00 7,312 643,461 10,000 Feb 23 04:32 PM Hannah Dennis Jay Executive Vice President Feb 16 '24 Sale 90.00 4,000 360,003 19,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 15 '24 Sale 90.07 1,000 90,071 23,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 12 '24 Sale 88.66 4,000 354,632 24,714 Feb 20 06:00 AM Hannah Dennis Jay Executive Vice President Feb 09 '24 Sale 88.45 4,000 353,812 28,714 Feb 20 06:00 AM SCHMIDT DARRYL Executive Vice President Jan 22 '24 Buy 92.60 225 20,835 48,707 Jan 22 12:05 PM SCHMIDT DARRYL Executive Vice President Jan 22 '24 Buy 92.60 24 2,222 5,098 Jan 22 12:05 PM Lawrence Kevin Executive Vice President Dec 06 '23 Option Exercise 32.30 5,000 161,500 15,000 Dec 06 11:15 AM Lawrence Kevin Executive Vice President Dec 06 '23 Sale 92.00 5,000 460,000 10,000 Dec 06 11:15 AM Jones Mautra Staley Director Nov 22 '23 Buy 86.80 285 24,738 285 Nov 22 01:07 PM SCHMIDT DARRYL Executive Vice President Oct 23 '23 Buy 83.04 251 20,843 48,732 Oct 23 11:28 AM SCHMIDT DARRYL Executive Vice President Oct 23 '23 Buy 83.04 27 2,242 5,074 Oct 23 11:28 AM SCHMIDT DARRYL Executive Vice President Jul 24 '23 Buy 100.67 93 9,363 48,481 Jul 24 10:01 AM SCHMIDT DARRYL Executive Vice President Jul 24 '23 Buy 100.67 20 2,013 5,047 Jul 24 10:01 AM Roberson Robin Noel Director Jun 13 '23 Option Exercise 47.55 5,000 237,750 5,000 Jun 13 11:40 AM Roberson Robin Noel Director Jun 13 '23 Sale 94.30 5,000 471,494 0 Jun 13 11:40 AM
Index RUT P/E 28.10 EPS (ttm) 4.23 Insider Own 3.32% Shs Outstand 24.41M Perf Week -2.77%
Market Cap 2.93B Forward P/E 20.08 EPS next Y 5.92 Insider Trans -1.60% Shs Float 23.79M Perf Month 23.03%
Income 101.52M PEG 1.43 EPS next Q 1.19 Inst Own 94.34% Short Float 1.69% Perf Quarter 22.61%
Sales 1.17B P/S 2.51 EPS this Y 34.01% Inst Trans -6.12% Short Ratio 3.26 Perf Half Y 35.20%
Book/sh 66.75 P/B 1.78 EPS next Y 18.86% ROA 4.70% Short Interest 0.40M Perf Year 47.34%
Cash/sh 10.92 P/C 10.89 EPS next 5Y 19.60% ROE 6.24% 52W Range 64.53 - 123.62 Perf YTD 28.81%
Dividend Est. 2.40 (2.02%) P/FCF 24.07 EPS past 5Y - ROI 5.58% 52W High -3.75% Beta 0.58
Dividend TTM 2.40 (2.02%) Quick Ratio 1.49 Sales past 5Y 14.18% Gross Margin 45.43% 52W Low 84.38% ATR (14) 3.06
Dividend Ex-Date May 23, 2024 Current Ratio 1.49 EPS Y/Y TTM 172.30% Oper. Margin 12.37% RSI (14) 62.44 Volatility 1.71% 2.89%
Employees 3774 Debt/Eq 0.12 Sales Y/Y TTM 9.72% Profit Margin 8.70% Recom 1.00 Target Price 136.25
Option/Short Yes / Yes LT Debt/Eq 0.11 EPS Q/Q 1525.52% Payout 82.38% Rel Volume 1.03 Prev Close 120.66
Sales Surprise 5.83% EPS Surprise 90.92% Sales Q/Q 13.11% Earnings Apr 25 BMO Avg Volume 123.18K Price 118.98
SMA20 4.96% SMA50 11.37% SMA200 30.51% Trades
Volume 127,234 Change -1.39%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-17-24 Upgrade Truist
Hold → Buy
$110 → $125
Aug-18-23 Upgrade BofA Securities
Neutral → Buy
$99 → $90
May-26-23 Initiated Truist
Hold
$85
Apr-13-23 Resumed BofA Securities
Neutral
$103
Apr-30-21 Downgrade BofA Securities
Buy → Neutral
$103 → $85
Dec-02-20 Initiated BofA Securities
Buy
$107
Sep-18-20 Initiated Truist
Hold
$105
Jul-30-20 Upgrade Sidoti
Neutral → Buy
May-20-20 Initiated Sidoti
Neutral
$187
Jan-10-20 Reiterated BMO Capital Markets
Outperform
$167 → $180
Aug-01-19 Reiterated Barrington Research
Outperform
$185 → $210
Jun-28-19 Reiterated First Analysis Sec
Strong Buy
$210 → $216
Aug-21-18 Initiated Barrington Research
Outperform
$160
Mar-05-18 Upgrade Piper Jaffray
Neutral → Overweight
Mar-05-18 Upgrade First Analysis Sec
Equal-Weight → Overweight
$105 → $112
May-15-17 Reiterated First Analysis Sec
Equal-Weight
$76 → $95
Feb-03-16 Initiated Credit Suisse
Neutral
Aug-01-14 Upgrade BMO Capital Markets
Market Perform → Outperform
$55 → $60
Feb-24-14 Reiterated Deutsche Bank
Sell
$34 → $40
Nov-01-13 Reiterated Deutsche Bank
Sell
$38 → $34
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Strategic Education, Inc. engages in the provision of educational services. It provides access to education through campus-based and online post-secondary education offerings, as well as through programs to develop job-ready skills. The firm operates through three segments: U.S. Higher Education, Education Technology Services and Australia/New Zealand. The U.S. Higher Education segment primarily consists of Strayer University and Capella University and focuses on providing flexible and affordable certificate and degree programs to working adults. The Education Technology Services segment focuses on developing and maintaining relationships with employers to build employee education benefits programs. The Australia/New Zealand segment through Torrens University and associated assets, provides certificate and degree programs in Australia and New Zealand. The company was founded in 1892 and is headquartered in Herndon, VA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GILLIGAN J KEVIN Vice Chairman May 04 '29 Sale 148.88 739 110,022 6,293 May 05 04:36 PM GRUSKY ROBERT R Director May 06 '24 Sale 122.50 350 42,875 11,345 May 06 04:08 PM GRUSKY ROBERT R Director May 02 '24 Sale 118.55 250 29,638 11,695 May 06 04:08 PM DINH VIET D Director Apr 30 '24 Buy 114.83 4,300 493,769 15,020 May 02 04:14 PM GRUSKY ROBERT R Director Apr 29 '24 Sale 120.99 462 55,897 11,945 May 01 04:39 PM MCDONNELL RAYMOND KARL CHIEF EXECUTIVE OFFICER Feb 27 '24 Sale 95.99 12,820 1,230,592 161,359 Feb 29 04:46 PM JACKSON DANIEL WAYNE CHIEF FINANCIAL OFFICER Feb 27 '24 Sale 95.95 3,713 356,262 71,770 Feb 29 04:48 PM
Index - P/E - EPS (ttm) -0.47 Insider Own 18.47% Shs Outstand 16.24M Perf Week 6.93%
Market Cap 53.88M Forward P/E - EPS next Y -0.02 Insider Trans 6.02% Shs Float 13.56M Perf Month 29.60%
Income -7.35M PEG - EPS next Q -0.10 Inst Own 15.69% Short Float 0.88% Perf Quarter 62.00%
Sales 36.21M P/S 1.49 EPS this Y 37.78% Inst Trans -15.62% Short Ratio 1.54 Perf Half Y 35.56%
Book/sh 4.02 P/B 0.81 EPS next Y 92.86% ROA -8.90% Short Interest 0.12M Perf Year 32.74%
Cash/sh 3.28 P/C 0.99 EPS next 5Y 10.00% ROE -10.84% 52W Range 1.83 - 3.60 Perf YTD 61.19%
Dividend Est. - P/FCF - EPS past 5Y 30.03% ROI -11.24% 52W High -10.00% Beta 1.63
Dividend TTM - Quick Ratio 4.44 Sales past 5Y 16.24% Gross Margin 38.33% 52W Low 77.05% ATR (14) 0.22
Dividend Ex-Date - Current Ratio 4.44 EPS Y/Y TTM -62.71% Oper. Margin -27.29% RSI (14) 66.82 Volatility 7.64% 7.68%
Employees 153 Debt/Eq 0.00 Sales Y/Y TTM -11.88% Profit Margin -20.29% Recom 1.00 Target Price 8.75
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -58.67% Payout - Rel Volume 1.46 Prev Close 3.42
Sales Surprise -11.07% EPS Surprise -28.57% Sales Q/Q 1.03% Earnings May 15 AMC Avg Volume 77.82K Price 3.24
SMA20 12.98% SMA50 31.21% SMA200 44.44% Trades
Volume 113,363 Change -5.26%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-06-21 Upgrade Ladenburg Thalmann
Sell → Neutral
$4.50
Jan-26-21 Downgrade Ladenburg Thalmann
Neutral → Sell
Jun-26-20 Upgrade Ladenburg Thalmann
Neutral → Buy
May-15-20 Downgrade Craig Hallum
Buy → Hold
Jun-03-16 Initiated ROTH Capital
Buy
Today 04:01PM
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(Thomson Reuters StreetEvents)
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IZEA Worldwide, Inc. engages in the creation and operation of online marketplaces that connect marketers with content creators under IZEAx platform. It automates influencer marketing and custom content development, which allows brands and agencies to scale their marketing programs. The company was founded by Edward Hans Murphy in February 2006 and is headquartered in Orlando, FL.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GP Investments, Ltd. 10% Owner May 10 '24 Buy 3.14 102 320 1,895,592 May 13 06:33 PM GP Investments, Ltd. 10% Owner May 09 '24 Buy 3.06 38,021 116,344 1,895,490 May 13 06:33 PM GP Investments, Ltd. 10% Owner May 03 '24 Buy 3.00 1,427 4,281 1,857,469 May 03 06:21 PM GP Investments, Ltd. 10% Owner May 02 '24 Buy 2.99 7,744 23,155 1,856,042 May 03 06:21 PM GP Investments, Ltd. 10% Owner May 01 '24 Buy 2.87 20,059 57,569 1,848,298 May 03 06:21 PM Schram Ryan S Chief Operating Officer Apr 30 '24 Option Exercise 0.00 816 0 55,230 May 01 04:39 PM Murphy Edward H Chief Executive Officer Apr 30 '24 Option Exercise 0.00 4,317 0 243,059 May 01 04:38 PM BIERE PETER Chief Financial Officer Apr 30 '24 Option Exercise 0.00 232 0 9,389 May 01 04:36 PM GP Investments, Ltd. 10% Owner Apr 26 '24 Buy 2.78 61,598 171,242 1,828,239 Apr 26 08:04 PM GP Investments, Ltd. 10% Owner Apr 25 '24 Buy 2.59 11,481 29,736 1,766,641 Apr 26 08:04 PM GP Investments, Ltd. 10% Owner Apr 24 '24 Buy 2.48 28,258 70,080 1,755,160 Apr 26 08:04 PM GP Investments, Ltd. 10% Owner Apr 17 '24 Buy 2.50 516 1,290 1,726,902 Apr 17 07:29 PM GP Investments, Ltd. 10% Owner Apr 16 '24 Buy 2.50 6,620 16,550 1,726,386 Apr 17 07:29 PM BIERE PETER Chief Financial Officer Apr 01 '24 Option Exercise 0.00 2,401 0 10,109 Apr 02 04:34 PM Murphy Edward H Chief Executive Officer Mar 31 '24 Option Exercise 0.00 4,317 0 240,588 Apr 02 05:49 PM BIERE PETER Chief Financial Officer Mar 31 '24 Option Exercise 0.00 849 0 8,046 Apr 02 04:34 PM Schram Ryan S Chief Operating Officer Mar 31 '24 Option Exercise 0.00 980 0 54,879 Apr 02 04:32 PM Murphy Edward H Chief Executive Officer Feb 29 '24 Option Exercise 0.00 4,317 0 238,199 Mar 01 04:07 PM Schram Ryan S Chief Operating Officer Feb 29 '24 Option Exercise 0.00 981 0 54,365 Mar 01 04:02 PM BIERE PETER Chief Financial Officer Feb 29 '24 Option Exercise 0.00 769 0 7,505 Mar 01 04:04 PM Murphy Edward H Chief Executive Officer Jan 31 '24 Option Exercise 0.00 4,317 0 235,728 Feb 01 04:17 PM Schram Ryan S Chief Operating Officer Jan 31 '24 Option Exercise 0.00 980 0 53,849 Feb 01 04:15 PM BIERE PETER Chief Financial Officer Jan 31 '24 Option Exercise 0.00 232 0 6,819 Feb 01 04:16 PM Murphy Edward H Chief Executive Officer Dec 31 '23 Option Exercise 0.00 4,317 0 231,295 Jan 03 02:13 PM BIERE PETER Chief Financial Officer Dec 31 '23 Option Exercise 0.00 850 0 6,899 Jan 03 02:08 PM Schram Ryan S Chief Operating Officer Dec 31 '23 Option Exercise 0.00 1,424 0 53,554 Jan 03 02:38 PM GARDNER LINDSAY A Director Dec 14 '23 Sale 2.20 700 1,543 64,778 Dec 15 04:05 PM GARDNER LINDSAY A Director Dec 13 '23 Sale 2.18 4,700 10,269 65,478 Dec 15 04:05 PM Murphy Edward H Chief Executive Officer Dec 12 '23 Buy 2.19 2,000 4,380 226,978 Dec 13 04:02 PM Murphy Edward H Chief Executive Officer Dec 08 '23 Buy 2.44 2,000 4,870 224,978 Dec 11 04:32 PM Murphy Edward H Chief Executive Officer Nov 30 '23 Option Exercise 0.00 4,317 0 224,594 Dec 04 04:54 PM BIERE PETER Chief Financial Officer Nov 30 '23 Option Exercise 0.00 769 0 6,285 Dec 04 04:53 PM Schram Ryan S Chief Operating Officer Nov 30 '23 Option Exercise 0.00 1,518 0 52,767 Dec 04 04:53 PM BIERE PETER Chief Financial Officer Oct 31 '23 Option Exercise 0.00 232 0 5,587 Nov 02 04:25 PM Schram Ryan S Chief Operating Officer Oct 31 '23 Option Exercise 0.00 1,465 0 51,864 Nov 02 04:23 PM Murphy Edward H Chief Executive Officer Oct 31 '23 Option Exercise 0.00 4,503 0 221,964 Nov 02 04:22 PM Murphy Edward H Chief Executive Officer Sep 30 '23 Option Exercise 0.00 4,503 0 219,147 Oct 02 05:17 PM Schram Ryan S Chief Operating Officer Sep 30 '23 Option Exercise 0.00 1,464 0 51,014 Oct 02 05:15 PM BIERE PETER Chief Financial Officer Sep 30 '23 Option Exercise 0.00 850 0 5,614 Oct 02 05:13 PM BIERE PETER Chief Financial Officer Aug 31 '23 Option Exercise 0.00 769 0 5,000 Sep 05 04:09 PM Schram Ryan S Chief Operating Officer Aug 31 '23 Option Exercise 0.00 1,559 0 50,205 Sep 05 04:05 PM Murphy Edward H Chief Executive Officer Aug 31 '23 Option Exercise 0.00 2,722 0 215,665 Sep 05 04:03 PM Murphy Edward H Chief Executive Officer Aug 30 '23 Sale 2.01 82 165 236,271 Mar 19 04:34 PM Murphy Edward H Chief Executive Officer Aug 27 '23 Option Exercise 0.00 1,781 0 213,609 Aug 29 01:23 PM BIERE PETER Chief Financial Officer Jul 31 '23 Option Exercise 0.00 232 0 4,302 Aug 01 04:47 PM Schram Ryan S Chief Operating Officer Jul 31 '23 Option Exercise 0.00 1,419 0 49,243 Aug 01 04:55 PM Murphy Edward H Chief Executive Officer Jul 31 '23 Option Exercise 0.00 3,903 0 213,290 Aug 01 04:51 PM Murphy Edward H Chief Executive Officer Jun 30 '23 Option Exercise 0.00 3,903 0 210,349 Jul 03 04:05 PM Schram Ryan S Chief Operating Officer Jun 30 '23 Option Exercise 0.00 1,417 0 48,419 Jul 03 04:08 PM BIERE PETER Chief Financial Officer Jun 30 '23 Option Exercise 0.00 850 0 4,322 Jul 03 04:01 PM Murphy Edward H Chief Executive Officer Jun 30 '23 Buy 1.85 500 923 209,387 Jul 03 04:05 PM Schram Ryan S Chief Operating Officer May 31 '23 Option Exercise 0.00 5,675 0 190,372 Jun 01 11:31 AM Murphy Edward H Chief Executive Officer May 31 '23 Option Exercise 0.00 15,605 0 831,499 Jun 01 11:27 AM BIERE PETER Chief Financial Officer May 31 '23 Option Exercise 0.00 3,076 0 14,954 Jun 01 11:23 AM
Index RUT P/E - EPS (ttm) -3.43 Insider Own 6.50% Shs Outstand 51.50M Perf Week 45.19%
Market Cap 769.74M Forward P/E - EPS next Y -1.29 Insider Trans 0.00% Shs Float 48.70M Perf Month 88.28%
Income -183.19M PEG - EPS next Q -0.42 Inst Own 98.47% Short Float 10.56% Perf Quarter 78.29%
Sales 275.11M P/S 2.80 EPS this Y 57.19% Inst Trans -1.83% Short Ratio 5.82 Perf Half Y 86.62%
Book/sh 4.95 P/B 2.99 EPS next Y 14.59% ROA -37.36% Short Interest 5.14M Perf Year 77.22%
Cash/sh 4.15 P/C 3.56 EPS next 5Y 20.00% ROE -54.18% 52W Range 4.80 - 15.91 Perf YTD 23.17%
Dividend Est. - P/FCF - EPS past 5Y -21.96% ROI -64.71% 52W High -7.10% Beta 1.81
Dividend TTM - Quick Ratio 4.03 Sales past 5Y 33.42% Gross Margin 62.03% 52W Low 207.92% ATR (14) 1.01
Dividend Ex-Date - Current Ratio 4.32 EPS Y/Y TTM -127.34% Oper. Margin -35.90% RSI (14) 76.91 Volatility 10.40% 7.77%
Employees 643 Debt/Eq 0.13 Sales Y/Y TTM -13.93% Profit Margin -66.59% Recom 1.86 Target Price 14.75
Option/Short Yes / Yes LT Debt/Eq 0.10 EPS Q/Q 27.20% Payout - Rel Volume 0.82 Prev Close 15.24
Sales Surprise 14.13% EPS Surprise 32.42% Sales Q/Q -6.75% Earnings May 09 AMC Avg Volume 883.55K Price 14.78
SMA20 51.40% SMA50 48.67% SMA200 62.06% Trades
Volume 728,365 Change -3.02%
Date
Action
Analyst
Rating Change
Price Target Change
May-13-24 Downgrade Raymond James
Outperform → Mkt Perform
May-01-24 Upgrade Craig Hallum
Hold → Buy
$15
Nov-09-23 Upgrade Stephens
Equal-Weight → Overweight
$10
Aug-15-23 Upgrade Raymond James
Mkt Perform → Outperform
$12
May-11-23 Downgrade BTIG Research
Buy → Neutral
Mar-07-23 Downgrade Stephens
Overweight → Equal-Weight
$19 → $9
Mar-03-23 Downgrade Raymond James
Strong Buy → Mkt Perform
Mar-03-23 Downgrade Craig Hallum
Buy → Hold
$26 → $9
Apr-25-22 Initiated Stephens
Overweight
$50
Jul-20-21 Resumed BTIG Research
Buy
$115
Jun-03-21 Initiated Goldman
Buy
$95
Feb-26-21 Downgrade H.C. Wainwright
Buy → Neutral
Oct-30-20 Reiterated H.C. Wainwright
Buy
$47 → $55
Oct-08-20 Reiterated H.C. Wainwright
Buy
$45 → $47
Oct-02-20 Reiterated H.C. Wainwright
Buy
$40 → $45
Aug-05-20 Reiterated H.C. Wainwright
Buy
$37 → $40
Jun-26-20 Initiated BTIG Research
Buy
$40
Jun-19-20 Reiterated H.C. Wainwright
Buy
$40 → $37
Oct-01-19 Resumed Craig Hallum
Buy
$48
May-09-19 Upgrade H.C. Wainwright
Neutral → Buy
$30 → $43
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CareDx, Inc. operates as a transplant diagnostics company, which discovers, develops and commercializes diagnostic solutions. Its products include AlloMap, AlloSure and Laboratory products. The company was founded on December 21, 1998 and is headquartered in Brisbane, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Maag Peter Director Apr 29 '24 Option Exercise 5.27 13,281 69,991 327,264 May 01 04:38 PM Seeto Reginald See Remarks Oct 02 '23 Sale 6.91 2,818 19,483 479,164 Oct 02 07:53 PM Seeto Reginald See Remarks Sep 05 '23 Sale 9.49 2,819 26,762 481,982 Sep 05 04:03 PM Seeto Reginald See Remarks Aug 14 '23 Sale 8.89 576 5,123 484,801 Aug 14 07:52 PM Bickerstaff George Director Aug 11 '23 Option Exercise 5.09 19,453 99,065 99,721 Aug 11 07:47 PM Seeto Reginald See Remarks Aug 02 '23 Sale 11.35 2,819 31,988 486,051 Aug 02 06:53 PM Seeto Reginald See Remarks Jul 13 '23 Sale 10.33 5,260 54,357 488,870 Jul 13 08:56 PM Maag Peter Director Jul 13 '23 Sale 10.34 5,000 51,680 309,657 Jul 13 08:56 PM Seeto Reginald See Remarks Jul 03 '23 Sale 8.48 2,818 23,901 498,055 Jul 03 05:19 PM Seeto Reginald See Remarks Jun 28 '23 Sale 8.76 14,268 125,016 500,873 Jun 28 08:44 PM Maag Peter Director Jun 28 '23 Sale 8.72 2,432 21,216 313,136 Jun 28 08:43 PM Seeto Reginald See Remarks Jun 02 '23 Sale 8.13 2,819 22,911 532,177 Jun 02 08:08 PM
Index - P/E - EPS (ttm) -6.09 Insider Own 50.42% Shs Outstand 279.05M Perf Week -12.35%
Market Cap 8.74B Forward P/E 26.01 EPS next Y 1.26 Insider Trans 5.95% Shs Float 131.89M Perf Month -11.10%
Income -1714.00M PEG - EPS next Q 0.13 Inst Own 35.19% Short Float 6.46% Perf Quarter 20.20%
Sales 3.10B P/S 2.82 EPS this Y 108.08% Inst Trans - Short Ratio 1.78 Perf Half Y 28.52%
Book/sh 11.82 P/B 2.78 EPS next Y 25.82% ROA -41.47% Short Interest 8.52M Perf Year -
Cash/sh 6.23 P/C 5.27 EPS next 5Y - ROE -52.16% 52W Range 22.13 - 42.95 Perf YTD 39.97%
Dividend Est. - P/FCF 15.55 EPS past 5Y - ROI -51.27% 52W High -23.52% Beta -
Dividend TTM - Quick Ratio 3.78 Sales past 5Y 27.50% Gross Margin 73.86% 52W Low 48.44% ATR (14) 1.65
Dividend Ex-Date - Current Ratio 3.78 EPS Y/Y TTM -1470.24% Oper. Margin -68.93% RSI (14) 35.29 Volatility 4.56% 4.39%
Employees 3380 Debt/Eq 0.01 Sales Y/Y TTM 10.62% Profit Margin -55.24% Recom 2.15 Target Price 41.53
Option/Short Yes / Yes LT Debt/Eq 0.01 EPS Q/Q - Payout - Rel Volume 2.12 Prev Close 34.30
Sales Surprise 3.26% EPS Surprise 1937.61% Sales Q/Q 8.04% Earnings May 08 AMC Avg Volume 4.77M Price 32.85
SMA20 -7.33% SMA50 -9.35% SMA200 12.80% Trades
Volume 10,123,992 Change -4.23%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-19-24 Initiated Loop Capital
Buy
$46
Apr-01-24 Downgrade Fox Advisors
Overweight → Equal Weight
Mar-25-24 Initiated Macquarie
Outperform
$42
Mar-14-24 Upgrade Bernstein
Mkt Perform → Outperform
$30 → $43
Jan-30-24 Initiated Morgan Stanley
Equal-Weight
$28
Jan-23-24 Downgrade The Benchmark Company
Buy → Hold
Jan-22-24 Initiated The Benchmark Company
Buy
$32
Jan-17-24 Upgrade Wolfe Research
Peer Perform → Outperform
$35
Jan-09-24 Initiated BMO Capital Markets
Market Perform
$26
Oct-23-23 Initiated MoffettNathanson
Market Perform
$30
Oct-16-23 Initiated Wedbush
Neutral
$28
Oct-16-23 Initiated Stifel
Buy
$48
Oct-16-23 Initiated Robert W. Baird
Outperform
$31
Oct-16-23 Initiated Piper Sandler
Overweight
$36
Oct-16-23 Initiated Oppenheimer
Outperform
$36
Oct-16-23 Initiated JP Morgan
Overweight
$33
Oct-16-23 Initiated JMP Securities
Mkt Outperform
$33
Oct-16-23 Initiated Goldman
Buy
$48
Oct-16-23 Initiated Citigroup
Buy
$34
Oct-16-23 Initiated BofA Securities
Neutral
$30
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Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Ramsay Alan CHIEF ACCOUNTING OFFICER May 01 '24 Sale 34.90 12,178 425,001 118,142 May 01 04:38 PM Simo Fidji PRESIDENT AND CEO May 01 '24 Sale 35.09 3,236 113,551 2,125,301 May 01 04:08 PM Simo Fidji PRESIDENT AND CEO Apr 30 '24 Sale 35.01 4,308 150,810 2,128,537 May 01 04:08 PM Simo Fidji PRESIDENT AND CEO Apr 29 '24 Sale 34.93 13,206 461,345 2,132,845 May 01 04:08 PM Fong Morgan GENERAL COUNSEL & SECRETARY Apr 22 '24 Sale 34.86 18,687 651,515 418,973 Apr 24 04:10 PM Giovanni Nick CHIEF FINANCIAL OFFICER Apr 17 '24 Sale 36.97 10,000 369,692 576,977 Apr 19 04:14 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Apr 01 '24 Sale 37.20 12,113 450,658 102,092 Apr 03 04:27 PM Simo Fidji PRESIDENT AND CEO Mar 26 '24 Sale 38.06 20,750 789,830 888,365 Mar 28 04:07 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 21 '24 Sale 37.62 18,689 703,103 264,379 Mar 25 04:14 PM Simo Fidji President and CEO Mar 21 '24 Sale 38.09 17,539 668,004 909,115 Mar 22 04:05 PM Simo Fidji President and CEO Mar 20 '24 Sale 38.07 82,461 3,139,323 926,654 Mar 22 04:05 PM Giovanni Nick Chief Financial Officer Mar 12 '24 Sale 35.03 4,100 143,621 586,977 Mar 12 05:09 PM Giovanni Nick Chief Financial Officer Mar 11 '24 Sale 35.00 900 31,500 591,077 Mar 12 05:09 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 08 '24 Option Exercise 6.59 40,000 263,607 381,268 Mar 12 05:06 PM Fong Morgan GENERAL COUNSEL & SECRETARY Mar 08 '24 Sale 34.32 98,200 3,370,173 283,068 Mar 12 05:06 PM Ramsay Alan CHIEF ACCOUNTING OFFICER Mar 08 '24 Sale 34.33 12,113 415,855 114,205 Mar 12 05:10 PM Giovanni Nick Chief Financial Officer Mar 08 '24 Sale 34.31 5,000 171,564 591,977 Mar 12 05:09 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:59 PM Gupta Ravi Director Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 26 '24 Buy 29.96 2,400 71,894 2,150,331 Feb 27 07:56 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:56 PM Gupta Ravi Director Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:59 PM SC US (TTGP), LTD. 10% Owner Feb 23 '24 Buy 29.93 135,072 4,043,286 2,147,931 Feb 27 07:55 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:04 PM Gupta Ravi Director Feb 22 '24 Buy 29.69 438,361 13,014,643 2,012,859 Feb 22 08:04 PM Gupta Ravi Director Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:04 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:04 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 21 '24 Buy 28.83 545,229 15,716,712 1,581,912 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:06 PM SC US (TTGP), LTD. 10% Owner Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:04 PM Gupta Ravi Director Feb 20 '24 Buy 27.90 1,036,683 28,924,355 1,036,683 Feb 22 08:04 PM JORDAN JEFFREY D Director Feb 15 '24 Sale 26.01 760,479 19,776,953 0 Feb 16 06:06 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:27 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:27 PM SC US (TTGP), LTD. 10% Owner Sep 21 '23 Buy 30.00 1,000,000 30,000,000 1,000,000 Sep 22 09:26 PM D1 Capital Partners L.P. Director Sep 21 '23 Buy 30.00 1,000,000 30,000,000 37,841,935 Sep 25 07:43 PM Grosvenor Capital Management, See Explanation of Responses Sep 21 '23 Buy 30.00 60,000 1,800,000 60,000 Sep 25 07:57 PM GCM Grosvenor Inc. See Explanation of Responses Sep 21 '23 Buy 30.00 60,000 1,800,000 60,000 Sep 25 07:59 PM Mehta Apoorva 10% Owner Sep 21 '23 Sale 30.00 700,000 21,000,000 23,409,751 Sep 25 07:03 PM Grosvenor Capital Management, See Explanation of Responses Sep 20 '23 Sale 32.05 71 2,276 0 Sep 21 09:21 PM Grosvenor Capital Management, See Explanation of Responses Sep 19 '23 Buy 30.00 6,327 189,810 6,327 Sep 21 09:21 PM Grosvenor Capital Management, See Explanation of Responses Sep 19 '23 Sale 34.83 6,256 217,904 71 Sep 21 09:21 PM
Index - P/E - EPS (ttm) -0.21 Insider Own 88.51% Shs Outstand 94.65M Perf Week 0.84%
Market Cap 23.31B Forward P/E 37.10 EPS next Y 0.78 Insider Trans 0.00% Shs Float 92.65M Perf Month -4.05%
Income -166.00M PEG - EPS next Q 0.08 Inst Own 15.67% Short Float 23.10% Perf Quarter 9.72%
Sales 1.86B P/S 12.53 EPS this Y -52.85% Inst Trans - Short Ratio 6.57 Perf Half Y -24.65%
Book/sh 18.31 P/B 1.58 EPS next Y 101.88% ROA -1.08% Short Interest 21.40M Perf Year -24.50%
Cash/sh 1.54 P/C 18.83 EPS next 5Y 17.73% ROE -1.12% 52W Range 23.49 - 47.41 Perf YTD -33.26%
Dividend Est. - P/FCF 146.98 EPS past 5Y 46.60% ROI -1.12% 52W High -39.02% Beta 0.12
Dividend TTM - Quick Ratio 4.48 Sales past 5Y 24.86% Gross Margin 46.24% 52W Low 23.07% ATR (14) 1.38
Dividend Ex-Date - Current Ratio 5.87 EPS Y/Y TTM -100.29% Oper. Margin -10.22% RSI (14) 47.38 Volatility 4.04% 4.73%
Employees 3700 Debt/Eq 0.00 Sales Y/Y TTM - Profit Margin -8.92% Recom 1.57 Target Price 37.67
Option/Short Yes / Yes LT Debt/Eq 0.00 EPS Q/Q -174.52% Payout - Rel Volume 0.45 Prev Close 28.72
Sales Surprise 3.52% EPS Surprise -12.90% Sales Q/Q -47.82% Earnings Apr 25 BMO Avg Volume 3.26M Price 28.91
SMA20 -1.73% SMA50 -3.39% SMA200 -15.27% Trades
Volume 1,481,104 Change 0.66%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-26-24 Reiterated TD Cowen
Buy
$35 → $37
Apr-26-24 Downgrade Morgan Stanley
Equal-Weight → Underweight
$26 → $25
Apr-12-24 Upgrade Wolfe Research
Peer Perform → Outperform
$41
Mar-15-24 Initiated Piper Sandler
Neutral
$31
Jan-26-24 Reiterated TD Cowen
Outperform
$38 → $35
Jan-04-24 Downgrade Wolfe Research
Outperform → Peer Perform
Jan-04-24 Downgrade BofA Securities
Neutral → Underperform
Jan-03-24 Downgrade Raymond James
Strong Buy → Outperform
$50 → $48
Sep-13-23 Initiated UBS
Buy
$48
Jul-25-23 Resumed Morgan Stanley
Equal-Weight
$34
Jun-13-23 Resumed Citigroup
Buy
$71
Jun-07-23 Initiated Canaccord Genuity
Buy
$50
May-25-23 Initiated Wells Fargo
Overweight
$50
May-05-23 Initiated Berenberg
Buy
$44
Apr-28-23 Upgrade Wolfe Research
Peer Perform → Outperform
$46
Apr-19-23 Initiated Daiwa Securities
Buy
$50
Feb-15-23 Initiated Barclays
Overweight
$60
Jan-25-23 Initiated Loop Capital
Buy
$45
Jan-18-23 Initiated Deutsche Bank
Buy
$48
Dec-13-22 Initiated JP Morgan
Overweight
$50
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(Associated Press Finance)
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Mobileye Global, Inc. engages in the business of development and deployment of advanced driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
GELSINGER PATRICK P Director May 01 '24 Buy 28.17 1,611 45,378 132,706 May 01 04:36 PM GELSINGER PATRICK P Director Apr 29 '24 Buy 27.53 2,000 55,060 131,095 May 01 04:36 PM Yeboah-Amankwah Safroadu Director Feb 01 '24 Buy 25.68 940 24,138 48,459 Feb 01 05:24 PM GELSINGER PATRICK P Director Jan 29 '24 Buy 27.75 3,600 99,915 129,095 Jan 31 04:10 PM McCaskill Claire C. Director Oct 31 '23 Buy 35.95 27,819 999,996 27,819 Nov 02 05:10 PM GELSINGER PATRICK P Director Oct 27 '23 Buy 35.18 2,845 100,083 125,495 Oct 30 06:13 PM GELSINGER PATRICK P Director Jul 31 '23 Buy 37.88 2,650 100,391 122,650 Aug 02 04:14 PM INTEL CORP 10% Owner Jun 12 '23 Sale 40.84 38,500,000 1,572,532,500 0 Jun 14 04:44 PM
Index S&P 500 P/E 38.43 EPS (ttm) 15.59 Insider Own 0.19% Shs Outstand 386.65M Perf Week 4.42%
Market Cap 228.66B Forward P/E 24.56 EPS next Y 24.39 Insider Trans -19.75% Shs Float 380.98M Perf Month 8.02%
Income 6.03B PEG 5.79 EPS next Q 5.12 Inst Own 91.94% Short Float 0.73% Perf Quarter 9.26%
Sales 42.49B P/S 5.38 EPS this Y 0.69% Inst Trans 0.05% Short Ratio 2.05 Perf Half Y 34.57%
Book/sh 119.24 P/B 5.02 EPS next Y 12.39% ROA 6.29% Short Interest 2.77M Perf Year 14.39%
Cash/sh 19.01 P/C 31.51 EPS next 5Y 6.63% ROE 13.75% 52W Range 415.60 - 603.82 Perf YTD 12.85%
Dividend Est. 1.50 (0.25%) P/FCF 30.25 EPS past 5Y 16.37% ROI 7.87% 52W High -0.79% Beta 0.80
Dividend TTM 1.44 (0.24%) Quick Ratio 1.33 Sales past 5Y 12.53% Gross Margin 39.47% 52W Low 44.13% ATR (14) 10.39
Dividend Ex-Date Mar 14, 2024 Current Ratio 1.70 EPS Y/Y TTM 1.48% Oper. Margin 17.58% RSI (14) 66.80 Volatility 1.57% 1.84%
Employees 122000 Debt/Eq 0.78 Sales Y/Y TTM -3.00% Profit Margin 14.20% Recom 1.75 Target Price 625.46
Option/Short Yes / Yes LT Debt/Eq 0.68 EPS Q/Q 4.10% Payout 9.06% Rel Volume 0.88 Prev Close 594.80
Sales Surprise 1.87% EPS Surprise 8.52% Sales Q/Q -3.41% Earnings Apr 24 BMO Avg Volume 1.35M Price 599.02
SMA20 4.91% SMA50 3.88% SMA200 12.63% Trades
Volume 1,188,727 Change 0.71%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-18-24 Resumed Citigroup
Neutral
$620
Jan-24-24 Downgrade Barclays
Overweight → Equal Weight
$475 → $555
Jan-08-24 Downgrade Bernstein
Outperform → Mkt Perform
Dec-18-23 Initiated HSBC Securities
Buy
$610
Dec-13-23 Initiated Wolfe Research
Outperform
$575
Oct-26-23 Downgrade KeyBanc Capital Markets
Overweight → Sector Weight
Oct-25-23 Upgrade Wells Fargo
Underweight → Equal Weight
$52 → $475
Sep-28-23 Initiated Bernstein
Outperform
$603
Sep-06-23 Resumed Citigroup
Buy
$625
Jul-19-23 Reiterated Robert W. Baird
Outperform
$670 → $664
Jul-19-23 Initiated Raymond James
Outperform
$595
Jul-13-23 Upgrade Credit Suisse
Neutral → Outperform
$620
Apr-04-23 Reiterated Barclays
Overweight
$660 → $625
Dec-14-22 Initiated Deutsche Bank
Buy
$620
Dec-07-22 Initiated RBC Capital Mkts
Outperform
$661
Oct-27-22 Downgrade The Benchmark Company
Buy → Hold
Aug-25-22 Initiated Credit Suisse
Neutral
$675
Apr-25-22 Downgrade Wells Fargo
Equal Weight → Underweight
$525
Jan-26-22 Resumed Barclays
Overweight
$700
Oct-20-21 Upgrade Citigroup
Neutral → Buy
$620 → $700
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(Investor's Business Daily)
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Thermo Fisher Scientific, Inc. engages in the provision of analytical instruments, equipment, reagents and consumables, software, and services for research, analysis, discovery, and diagnostics. It operates through the following segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Services. The Life Sciences Solutions segment is composed of a portfolio of reagents, instruments, and consumables used in biological and medical research, discovery and production of new drugs and vaccines, as well as diagnosis of infection and disease. The Analytical Instruments segment offers instruments, consumables, software, and services that are used for a range of applications in the laboratory, on the production line, and in the field. The Specialty Diagnostics segment provides diagnostic test kits, reagents, culture media, instruments, and associated products used to increase the speed and accuracy of diagnoses. The Laboratory Products and Services segment is involved in providing everything needed for the laboratory, including a combination of self-manufactured and sourced products for customers in research, academic, government, industrial, and healthcare settings. The company was founded on October 11, 1960 and is headquartered in Waltham, MA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lagarde Michel Executive Vice President & COO May 14 '24 Option Exercise 105.17 20,000 2,103,400 38,134 May 15 04:16 PM Lagarde Michel Executive Vice President & COO May 14 '24 Sale 590.05 20,000 11,801,000 18,134 May 15 04:16 PM Williamson Stephen Sr. VP and CFO May 13 '24 Option Exercise 210.68 21,925 4,619,159 58,407 May 15 04:14 PM Williamson Stephen Sr. VP and CFO May 13 '24 Sale 591.27 21,925 12,963,595 36,482 May 15 04:14 PM CASPER MARC N Chairman & CEO May 01 '24 Option Exercise 190.59 10,000 1,905,900 133,816 May 02 04:19 PM CASPER MARC N Chairman & CEO May 01 '24 Sale 573.74 10,000 5,737,356 123,816 May 02 04:19 PM CASPER MARC N Chairman & CEO Apr 30 '24 Option Exercise 190.59 10,000 1,905,900 133,816 May 01 04:35 PM CASPER MARC N Chairman & CEO Apr 30 '24 Sale 572.41 10,000 5,724,147 123,816 May 01 04:35 PM CASPER MARC N Chairman & CEO Apr 29 '24 Option Exercise 190.59 10,000 1,905,900 133,816 May 01 04:35 PM CASPER MARC N Chairman & CEO Apr 29 '24 Sale 575.94 10,000 5,759,384 123,816 May 01 04:35 PM Boxer Michael A SVP and General Counsel Apr 26 '24 Option Exercise 210.68 2,000 421,360 15,083 Apr 29 04:43 PM Boxer Michael A SVP and General Counsel Apr 26 '24 Sale 567.94 2,000 1,135,880 13,083 Apr 29 04:43 PM CASPER MARC N Chairman & CEO Mar 13 '24 Option Exercise 190.59 10,000 1,905,900 133,816 Mar 14 04:03 PM CASPER MARC N Chairman & CEO Mar 13 '24 Sale 594.58 10,000 5,945,759 123,816 Mar 14 04:03 PM Britt Lisa P. Sr. VP and Chief HR Officer Mar 12 '24 Option Exercise 198.85 14,345 2,852,545 25,768 Mar 13 04:31 PM CASPER MARC N Chairman & CEO Mar 12 '24 Option Exercise 190.59 10,000 1,905,900 133,816 Mar 13 05:24 PM Britt Lisa P. Sr. VP and Chief HR Officer Mar 12 '24 Sale 598.90 14,345 8,591,220 17,323 Mar 13 04:31 PM CASPER MARC N Chairman & CEO Mar 12 '24 Sale 597.98 10,000 5,979,758 123,816 Mar 13 05:24 PM CASPER MARC N Chairman & CEO Mar 11 '24 Option Exercise 190.59 10,000 1,905,900 135,816 Mar 13 05:24 PM CASPER MARC N Chairman & CEO Mar 11 '24 Sale 595.36 10,000 5,953,598 125,816 Mar 13 05:24 PM CASPER MARC N Chairman & CEO Feb 29 '24 Option Exercise 190.59 10,000 1,905,900 135,816 Mar 04 04:36 PM CASPER MARC N Chairman & CEO Feb 29 '24 Sale 571.08 10,000 5,710,818 125,816 Mar 04 04:36 PM CASPER MARC N Chairman & CEO Feb 28 '24 Option Exercise 190.59 10,000 1,905,900 138,485 Feb 29 04:56 PM CASPER MARC N Chairman & CEO Feb 28 '24 Sale 570.18 10,000 5,701,759 128,485 Feb 29 04:56 PM CASPER MARC N Chairman & CEO Feb 27 '24 Option Exercise 190.59 10,000 1,905,900 138,485 Feb 29 04:56 PM CASPER MARC N Chairman & CEO Feb 27 '24 Sale 564.72 10,000 5,647,196 128,485 Feb 29 04:56 PM CASPER MARC N Chairman & CEO Feb 15 '24 Sale 550.62 5,547 3,054,290 43,608 Feb 20 04:51 PM Spar Debora L Director Feb 12 '24 Sale 546.97 164 89,703 1,207 Feb 14 04:36 PM Boxer Michael A SVP and General Counsel Feb 07 '24 Option Exercise 192.98 14,566 2,810,947 27,467 Feb 08 04:53 PM Boxer Michael A SVP and General Counsel Feb 07 '24 Sale 562.00 14,566 8,186,092 12,901 Feb 08 04:53 PM CASPER MARC N Chairman & CEO Feb 07 '24 Sale 555.63 10,000 5,556,287 49,155 Feb 08 04:51 PM CASPER MARC N Chairman & CEO Nov 07 '23 Option Exercise 157.68 1,600 252,288 132,775 Nov 08 04:09 PM CASPER MARC N Chairman & CEO Nov 07 '23 Sale 460.25 1,600 736,404 131,175 Nov 08 04:09 PM CASPER MARC N Chairman & CEO Nov 06 '23 Option Exercise 157.68 10,000 1,576,800 141,175 Nov 08 04:09 PM CASPER MARC N Chairman & CEO Nov 06 '23 Sale 454.41 10,000 4,544,053 131,175 Nov 08 04:09 PM CASPER MARC N Chairman & CEO Nov 03 '23 Option Exercise 157.68 10,000 1,576,800 141,175 Nov 06 04:34 PM CASPER MARC N Chairman & CEO Nov 03 '23 Sale 456.15 10,000 4,561,459 131,175 Nov 06 04:34 PM CASPER MARC N Chairman & CEO Nov 02 '23 Option Exercise 157.68 10,000 1,576,800 141,175 Nov 06 04:34 PM CASPER MARC N Chairman & CEO Nov 02 '23 Sale 445.49 10,000 4,454,880 131,175 Nov 06 04:34 PM Pettiti Gianluca Executive Vice President Aug 30 '23 Option Exercise 253.99 3,000 761,970 20,556 Aug 31 04:15 PM Pettiti Gianluca Executive Vice President Aug 30 '23 Sale 557.77 3,000 1,673,310 17,556 Aug 31 04:15 PM CASPER MARC N Chairman & CEO Aug 08 '23 Option Exercise 157.68 1,600 252,288 136,930 Aug 09 04:01 PM CASPER MARC N Chairman & CEO Aug 08 '23 Sale 550.60 1,600 880,960 135,330 Aug 09 04:01 PM CASPER MARC N Chairman & CEO Aug 07 '23 Option Exercise 157.68 10,000 1,576,800 145,330 Aug 09 04:01 PM CASPER MARC N Chairman & CEO Aug 07 '23 Sale 551.94 10,000 5,519,370 135,330 Aug 09 04:01 PM CASPER MARC N Chairman & CEO Aug 04 '23 Option Exercise 157.68 10,000 1,576,800 145,330 Aug 07 04:05 PM CASPER MARC N Chairman & CEO Aug 04 '23 Sale 550.33 10,000 5,503,317 135,330 Aug 07 04:05 PM CASPER MARC N Chairman & CEO Aug 03 '23 Option Exercise 157.68 10,000 1,576,800 151,330 Aug 07 04:05 PM CASPER MARC N Chairman & CEO Aug 03 '23 Sale 549.00 10,000 5,490,050 141,330 Aug 07 04:05 PM Williamson Stephen Sr. VP and CFO Aug 01 '23 Option Exercise 190.59 14,100 2,687,319 41,493 Aug 02 04:33 PM Williamson Stephen Sr. VP and CFO Aug 01 '23 Sale 550.00 14,100 7,755,000 27,393 Aug 02 04:33 PM Williamson Stephen Sr. VP and CFO Jul 31 '23 Option Exercise 190.59 15,000 2,858,850 42,393 Aug 02 04:33 PM Williamson Stephen Sr. VP and CFO Jul 31 '23 Sale 557.42 15,000 8,361,300 27,393 Aug 02 04:33 PM Boxer Michael A SVP and General Counsel Jun 26 '23 Buy 526.15 4 2,105 13,101 Oct 06 04:23 PM
Index - P/E 18.70 EPS (ttm) 1.97 Insider Own 3.19% Shs Outstand 241.04M Perf Week -0.54%
Market Cap 8.92B Forward P/E 10.45 EPS next Y 3.52 Insider Trans -0.19% Shs Float 234.88M Perf Month 5.21%
Income 475.82M PEG 1.07 EPS next Q 0.47 Inst Own 96.28% Short Float 6.35% Perf Quarter 27.45%
Sales 2.27B P/S 3.93 EPS this Y -2.34% Inst Trans -5.34% Short Ratio 5.90 Perf Half Y 10.42%
Book/sh 15.77 P/B 2.33 EPS next Y 50.12% ROA 6.68% Short Interest 14.92M Perf Year 34.25%
Cash/sh 1.41 P/C 26.00 EPS next 5Y 17.50% ROE 13.34% 52W Range 25.89 - 38.25 Perf YTD 20.80%
Dividend Est. 0.33 (0.89%) P/FCF 42.36 EPS past 5Y - ROI 8.42% 52W High -3.87% Beta 1.82
Dividend TTM 0.32 (0.87%) Quick Ratio 1.35 Sales past 5Y 8.88% Gross Margin 20.15% 52W Low 42.02% ATR (14) 0.98
Dividend Ex-Date Mar 14, 2024 Current Ratio 1.35 EPS Y/Y TTM -77.13% Oper. Margin 11.08% RSI (14) 56.10 Volatility 2.53% 2.67%
Employees 548 Debt/Eq 0.50 Sales Y/Y TTM -54.93% Profit Margin 20.97% Recom 2.84 Target Price 38.24
Option/Short Yes / Yes LT Debt/Eq 0.48 EPS Q/Q -80.66% Payout 8.96% Rel Volume 0.85 Prev Close 36.53
Sales Surprise -5.13% EPS Surprise 15.85% Sales Q/Q -26.84% Earnings Apr 23 AMC Avg Volume 2.53M Price 36.77
SMA20 1.47% SMA50 5.48% SMA200 12.94% Trades
Volume 2,155,268 Change 0.66%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-26-24 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$36 → $39
Apr-11-24 Downgrade Scotiabank
Sector Outperform → Sector Perform
$45
Apr-10-24 Initiated Barclays
Underweight
$35
Jan-11-24 Downgrade The Benchmark Company
Buy → Hold
Dec-14-23 Downgrade Wells Fargo
Overweight → Equal Weight
$40 → $32
Dec-06-23 Downgrade JP Morgan
Neutral → Underweight
$33 → $32
Oct-24-23 Upgrade Raymond James
Mkt Perform → Outperform
$41
Oct-11-23 Initiated Bernstein
Mkt Perform
$32
Sep-13-23 Upgrade Scotiabank
Sector Perform → Sector Outperform
Aug-14-23 Downgrade Siebert Williams Shank
Buy → Hold
$38
May-24-23 Upgrade Goldman
Sell → Neutral
$30 → $31
May-19-23 Upgrade Mizuho
Neutral → Buy
$30 → $35
Apr-25-23 Upgrade The Benchmark Company
Hold → Buy
$32
Apr-25-23 Initiated Stephens
Overweight
$34
Apr-19-23 Initiated UBS
Sell
$24
Apr-11-23 Upgrade Wells Fargo
Equal Weight → Overweight
$30 → $31
Mar-21-23 Upgrade Tudor, Pickering, Holt & Co.
Hold → Buy
$33
Jan-25-23 Initiated Wells Fargo
Equal Weight
$28
Jan-23-23 Downgrade The Benchmark Company
Buy → Hold
Jan-10-23 Resumed Mizuho
Neutral
$38 → $32
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May-19-23 11:42AM
Range Resources Corp. engages in the exploration, development, and acquisition of natural gas and oil properties in the Appalachian and Midcontinent regions. The company was founded in 1976 and is headquartered in Fort Worth, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Griffie Charles G. Director May 02 '24 Buy 34.65 1,500 51,975 4,646 May 06 10:20 AM Kavanaugh Ashley VP, Principal Accting Officer Apr 25 '24 Sale 37.75 15,978 603,131 22,370 Apr 25 06:11 PM Ginn Dori SVP, Principal Accting Officer Nov 03 '23 Sale 37.23 25,000 930,750 60,804 Nov 06 04:24 PM Ginn Dori SVP, Principal Accting Officer Nov 02 '23 Sale 37.35 25,000 933,750 85,804 Nov 06 04:24 PM Spiller Reginal Director Jun 15 '23 Sale 26.80 1,950 52,260 16,713 Jun 15 05:13 PM Ginn Dori SVP, Principal Accting Officer Jun 01 '23 Sale 27.09 32,000 866,880 250,738 Jun 02 04:18 PM Ginn Dori SVP, Principal Accting Officer May 18 '23 Sale 29.49 40,000 1,179,600 282,738 May 22 04:21 PM
Index RUT P/E - EPS (ttm) -0.02 Insider Own 35.11% Shs Outstand 205.10M Perf Week 13.91%
Market Cap 2.97B Forward P/E 32.57 EPS next Y 0.42 Insider Trans -3.86% Shs Float 139.28M Perf Month 9.06%
Income -2.35M PEG - EPS next Q -0.02 Inst Own 40.82% Short Float 13.20% Perf Quarter 38.54%
Sales 959.40M P/S 3.10 EPS this Y 253.25% Inst Trans 4.52% Short Ratio 2.79 Perf Half Y 97.71%
Book/sh 1.61 P/B 8.61 EPS next Y 152.07% ROA -0.57% Short Interest 18.39M Perf Year 28.51%
Cash/sh 0.95 P/C 14.59 EPS next 5Y - ROE -0.72% 52W Range 5.65 - 17.16 Perf YTD 55.51%
Dividend Est. - P/FCF 57.24 EPS past 5Y - ROI -0.66% 52W High -19.35% Beta 0.97
Dividend TTM - Quick Ratio 2.48 Sales past 5Y 60.52% Gross Margin 77.60% 52W Low 144.96% ATR (14) 0.80
Dividend Ex-Date - Current Ratio 2.80 EPS Y/Y TTM 95.76% Oper. Margin -1.40% RSI (14) 58.66 Volatility 6.14% 5.56%
Employees 1046 Debt/Eq 0.03 Sales Y/Y TTM 55.65% Profit Margin -0.25% Recom 1.92 Target Price 16.33
Option/Short Yes / Yes LT Debt/Eq 0.03 EPS Q/Q 199.79% Payout - Rel Volume 0.82 Prev Close 13.74
Sales Surprise 2.89% EPS Surprise 385.44% Sales Q/Q 45.81% Earnings May 06 AMC Avg Volume 6.59M Price 13.84
SMA20 12.04% SMA50 -0.45% SMA200 47.36% Trades
Volume 5,383,816 Change 0.73%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Downgrade Jefferies
Buy → Hold
$17 → $15
Apr-10-24 Initiated Canaccord Genuity
Buy
$20
Feb-28-24 Upgrade Imperial Capital
In-line → Outperform
$16
Feb-26-24 Initiated Leerink Partners
Market Perform
$10
Dec-07-23 Initiated Imperial Capital
In-line
$9
Jul-28-23 Initiated TD Cowen
Outperform
$11
Apr-11-23 Initiated Robert W. Baird
Neutral
$10
Feb-09-23 Upgrade Jefferies
Hold → Buy
$7 → $11
Nov-08-22 Upgrade SVB Leerink
Mkt Perform → Outperform
$5
Nov-08-22 Upgrade BofA Securities
Neutral → Buy
$7.50 → $8.50
Oct-17-22 Downgrade Piper Sandler
Overweight → Neutral
$8 → $6
Sep-07-22 Initiated Truist
Hold
$7
Jul-15-22 Initiated SVB Leerink
Underperform
$4
Apr-14-22 Initiated Guggenheim
Buy
$10
Apr-01-22 Resumed Credit Suisse
Outperform
$8
Mar-10-22 Initiated Deutsche Bank
Hold
$7
Dec-02-21 Initiated Jefferies
Hold
$7
Nov-11-21 Upgrade Piper Sandler
Neutral → Overweight
$10 → $12
Jul-06-21 Initiated BofA Securities
Neutral
$12
May-20-21 Upgrade Credit Suisse
Neutral → Outperform
$16
Show Previous Ratings
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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Pendarvis Christiane Director May 13 '24 Sale 12.33 4,000 49,320 11,210 May 14 04:18 PM Boughton Soleil Chief Legal Officer May 13 '24 Sale 12.33 2,503 30,862 159,357 May 14 04:17 PM Carroll Patrick Harrison Chief Medical Officer May 09 '24 Sale 13.00 10,000 130,000 173,880 May 13 04:21 PM Baird Melissa Chief Operating Officer May 03 '24 Option Exercise 0.40 11,750 4,700 550,682 May 03 06:38 PM Baird Melissa Chief Operating Officer May 03 '24 Sale 11.64 11,750 136,826 538,932 May 03 06:38 PM Baird Melissa Chief Operating Officer May 02 '24 Option Exercise 0.40 11,750 4,700 550,682 May 03 06:38 PM Baird Melissa Chief Operating Officer May 02 '24 Sale 12.08 11,750 141,923 538,932 May 03 06:38 PM Dudum Andrew Chief Executive Officer May 01 '24 Option Exercise 2.43 188,888 458,998 188,888 May 03 06:38 PM Baird Melissa Chief Operating Officer May 01 '24 Option Exercise 0.40 11,750 4,700 550,682 May 03 06:38 PM Dudum Andrew Chief Executive Officer May 01 '24 Sale 12.54 188,888 2,367,891 0 May 03 06:38 PM Dudum Andrew Chief Executive Officer May 01 '24 Sale 12.69 144,444 1,832,417 1,310,422 May 03 06:38 PM Baird Melissa Chief Operating Officer May 01 '24 Sale 12.61 11,750 148,122 538,932 May 03 06:38 PM Boughton Soleil Chief Legal Officer Apr 29 '24 Sale 12.56 2,503 31,438 161,860 May 01 04:32 PM Boughton Soleil Chief Legal Officer Apr 15 '24 Sale 13.95 2,503 34,917 164,363 Apr 16 04:22 PM Baird Melissa Chief Operating Officer Apr 08 '24 Option Exercise 0.40 11,751 4,700 550,683 Apr 08 06:38 PM Baird Melissa Chief Operating Officer Apr 08 '24 Sale 14.74 11,751 173,254 538,932 Apr 08 06:38 PM Baird Melissa Chief Operating Officer Apr 05 '24 Option Exercise 0.40 11,751 4,700 550,683 Apr 08 06:38 PM Baird Melissa Chief Operating Officer Apr 05 '24 Sale 14.58 11,751 171,372 538,932 Apr 08 06:38 PM Dudum Andrew Chief Executive Officer Apr 04 '24 Option Exercise 2.43 188,888 458,998 188,888 Apr 08 06:33 PM Baird Melissa Chief Operating Officer Apr 04 '24 Option Exercise 0.40 11,751 4,700 550,683 Apr 08 06:38 PM Dudum Andrew Chief Executive Officer Apr 04 '24 Sale 14.97 188,888 2,828,075 0 Apr 08 06:33 PM Dudum Andrew Chief Executive Officer Apr 04 '24 Sale 14.78 144,444 2,134,619 1,454,866 Apr 08 06:33 PM Baird Melissa Chief Operating Officer Apr 04 '24 Sale 14.89 11,751 174,933 538,932 Apr 08 06:38 PM Boughton Soleil Chief Legal Officer Apr 01 '24 Sale 15.65 2,503 39,172 166,866 Apr 02 05:09 PM Dudum Andrew Chief Executive Officer Mar 20 '24 Sale 16.34 50,361 823,055 0 Mar 21 07:08 PM Okupe Oluyemi Chief Financial Officer Mar 20 '24 Sale 15.82 9,912 156,816 168,627 Mar 21 07:07 PM Becklund Irene PAO Mar 19 '24 Sale 15.52 13,353 207,239 0 Mar 19 06:37 PM O'Keefe Lynne Chou Director Mar 19 '24 Sale 15.52 10,044 155,883 0 Mar 19 06:37 PM Becklund Irene PAO Mar 18 '24 Option Exercise 9.41 472 4,442 13,825 Mar 19 06:37 PM Becklund Irene PAO Mar 18 '24 Sale 14.70 472 6,938 13,353 Mar 19 06:37 PM Boughton Soleil Chief Legal Officer Mar 13 '24 Option Exercise 2.43 63,621 154,599 217,966 Mar 15 04:12 PM Boughton Soleil Chief Legal Officer Mar 13 '24 Sale 15.17 63,621 965,016 154,345 Mar 15 04:12 PM Baird Melissa Chief Operating Officer Mar 07 '24 Option Exercise 0.40 11,751 4,700 519,216 Mar 07 08:10 PM Baird Melissa Chief Operating Officer Mar 07 '24 Sale 14.35 11,751 168,684 507,465 Mar 07 08:10 PM Becklund Irene PAO Mar 07 '24 Sale 14.19 2,747 38,980 0 Mar 07 08:10 PM Baird Melissa Chief Operating Officer Mar 06 '24 Option Exercise 0.40 11,751 4,700 519,216 Mar 07 08:10 PM Baird Melissa Chief Operating Officer Mar 06 '24 Sale 13.99 11,751 164,360 507,465 Mar 07 08:10 PM Baird Melissa Chief Operating Officer Mar 05 '24 Option Exercise 0.40 11,751 4,700 519,216 Mar 07 08:10 PM Baird Melissa Chief Operating Officer Mar 05 '24 Sale 14.22 11,751 167,062 507,465 Mar 07 08:10 PM Okupe Oluyemi Chief Financial Officer Mar 04 '24 Option Exercise 5.01 40,527 203,040 197,248 Mar 05 04:41 PM Becklund Irene PAO Mar 04 '24 Option Exercise 9.41 17,930 168,721 20,677 Mar 05 04:39 PM Okupe Oluyemi Chief Financial Officer Mar 04 '24 Sale 13.55 50,574 685,288 146,674 Mar 05 04:41 PM Becklund Irene PAO Mar 04 '24 Sale 14.50 17,930 259,985 2,747 Mar 05 04:39 PM Dudum Andrew Chief Executive Officer Mar 01 '24 Option Exercise 2.43 188,896 459,017 240,549 Mar 04 04:43 PM Dudum Andrew Chief Executive Officer Mar 01 '24 Sale 13.07 240,549 3,144,120 0 Mar 04 04:43 PM Dudum Andrew Chief Executive Officer Mar 01 '24 Sale 13.07 144,448 1,888,022 1,599,310 Mar 04 04:43 PM Becklund Irene PAO Mar 01 '24 Sale 13.16 2,747 36,151 2,747 Mar 05 04:39 PM Dudum Andrew Chief Executive Officer Feb 29 '24 Option Exercise 2.43 577,007 1,402,127 628,660 Mar 01 04:06 PM Dudum Andrew Chief Executive Officer Feb 29 '24 Sale 12.96 577,007 7,480,261 51,653 Mar 01 04:06 PM WELLS DAVID B Director Feb 28 '24 Sale 13.16 260,000 3,421,210 146,195 Mar 01 04:05 PM Chi Michael Chief Marketing Officer Feb 28 '24 Sale 13.19 47,687 628,992 146,089 Mar 01 04:06 PM Carroll Patrick Harrison Chief Medical Officer Feb 28 '24 Sale 13.19 20,000 263,800 154,835 Mar 01 04:07 PM Becklund Irene PAO Feb 27 '24 Sale 12.08 2,747 33,184 5,494 Feb 28 04:33 PM Boughton Soleil Chief Legal Officer Feb 15 '24 Option Exercise 2.43 5,972 14,512 160,317 Feb 16 04:47 PM Boughton Soleil Chief Legal Officer Feb 15 '24 Sale 10.04 5,972 59,944 154,345 Feb 16 04:47 PM Dudum Andrew Chief Executive Officer Feb 14 '24 Option Exercise 2.43 77,382 188,038 129,035 Feb 14 08:50 PM Boughton Soleil Chief Legal Officer Feb 14 '24 Option Exercise 2.43 17,109 41,575 171,454 Feb 16 04:47 PM Dudum Andrew Chief Executive Officer Feb 14 '24 Sale 9.90 77,382 766,268 51,653 Feb 14 08:50 PM Boughton Soleil Chief Legal Officer Feb 14 '24 Sale 10.00 17,109 171,090 154,345 Feb 16 04:47 PM Dudum Andrew Chief Executive Officer Feb 13 '24 Option Exercise 2.43 97,208 236,215 148,861 Feb 14 08:50 PM Dudum Andrew Chief Executive Officer Feb 13 '24 Sale 9.58 97,208 931,010 51,653 Feb 14 08:50 PM Dudum Andrew Chief Executive Officer Feb 12 '24 Option Exercise 2.43 81,541 198,145 133,194 Feb 14 08:50 PM Okupe Oluyemi Chief Financial Officer Feb 12 '24 Option Exercise 5.01 26,385 132,189 188,084 Feb 13 07:26 PM Boughton Soleil Chief Legal Officer Feb 12 '24 Option Exercise 2.43 22,839 55,499 177,184 Feb 13 07:27 PM Dudum Andrew Chief Executive Officer Feb 12 '24 Sale 9.98 81,541 814,040 51,653 Feb 14 08:50 PM Okupe Oluyemi Chief Financial Officer Feb 12 '24 Sale 10.03 31,363 314,640 156,721 Feb 13 07:26 PM Boughton Soleil Chief Legal Officer Feb 12 '24 Sale 10.03 22,839 229,125 154,345 Feb 13 07:27 PM Boughton Soleil Chief Legal Officer Feb 09 '24 Option Exercise 2.43 4,080 9,914 158,425 Feb 13 07:27 PM Okupe Oluyemi Chief Financial Officer Feb 09 '24 Sale 10.03 8,509 85,344 161,699 Feb 13 07:26 PM Boughton Soleil Chief Legal Officer Feb 09 '24 Sale 10.03 4,080 40,921 154,345 Feb 13 07:27 PM Dudum Andrew Chief Executive Officer Jan 29 '24 Option Exercise 2.43 15,100 36,693 66,753 Jan 29 06:40 PM Dudum Andrew Chief Executive Officer Jan 29 '24 Sale 9.01 15,100 136,024 51,653 Jan 29 06:40 PM Dudum Andrew Chief Executive Officer Jan 26 '24 Option Exercise 2.43 52,940 128,644 104,593 Jan 29 06:40 PM Dudum Andrew Chief Executive Officer Jan 26 '24 Sale 9.11 52,940 482,114 51,653 Jan 29 06:40 PM Dudum Andrew Chief Executive Officer Jan 25 '24 Option Exercise 2.43 127,688 310,282 179,341 Jan 29 06:40 PM Dudum Andrew Chief Executive Officer Jan 25 '24 Sale 9.08 127,688 1,159,343 51,653 Jan 29 06:40 PM Boughton Soleil Chief Legal Officer Jan 02 '24 Sale 8.80 13,744 120,947 154,345 Jan 03 04:42 PM Baird Melissa Chief Operating Officer Dec 29 '23 Option Exercise 2.01 93,000 186,999 507,465 Jan 03 04:40 PM Dudum Andrew Chief Executive Officer Dec 29 '23 Option Exercise 2.43 21,432 52,080 73,085 Dec 29 06:09 PM Dudum Andrew Chief Executive Officer Dec 29 '23 Sale 9.06 21,432 194,223 51,653 Dec 29 06:09 PM Dudum Andrew Chief Executive Officer Dec 28 '23 Option Exercise 2.43 25,750 62,573 77,403 Dec 29 06:09 PM Dudum Andrew Chief Executive Officer Dec 28 '23 Sale 9.01 25,750 232,002 51,653 Dec 29 06:09 PM Dudum Andrew Chief Executive Officer Dec 27 '23 Option Exercise 2.43 7,700 18,711 59,353 Dec 29 06:09 PM Dudum Andrew Chief Executive Officer Dec 27 '23 Sale 9.02 7,700 69,462 51,653 Dec 29 06:09 PM Boughton Soleil Chief Legal Officer Dec 20 '23 Sale 8.71 15,450 134,570 168,089 Dec 21 04:09 PM Okupe Oluyemi Chief Financial Officer Dec 20 '23 Sale 8.58 6,784 58,204 170,208 Dec 21 04:10 PM Becklund Irene PAO Dec 19 '23 Sale 8.73 10,597 92,512 8,241 Dec 20 04:02 PM O'Keefe Lynne Chou Director Dec 19 '23 Sale 8.73 10,045 87,693 0 Dec 20 04:02 PM Baird Melissa Chief Operating Officer Dec 06 '23 Sale 9.02 9,133 82,402 382,574 Dec 06 06:41 PM Baird Melissa Chief Operating Officer Dec 05 '23 Sale 8.78 9,133 80,221 391,707 Dec 06 06:41 PM Baird Melissa Chief Operating Officer Dec 04 '23 Option Exercise 0.40 3,624 1,450 407,473 Dec 06 06:41 PM Baird Melissa Chief Operating Officer Dec 04 '23 Sale 8.81 9,133 80,485 400,840 Dec 06 06:41 PM Dudum Andrew Chief Executive Officer Dec 01 '23 Option Exercise 2.43 24,300 59,049 24,300 Dec 04 06:27 PM Dudum Andrew Chief Executive Officer Dec 01 '23 Sale 9.03 24,300 219,376 0 Dec 04 06:27 PM Dudum Andrew Chief Executive Officer Nov 30 '23 Option Exercise 2.43 3,800 9,234 3,800 Dec 04 06:27 PM Dudum Andrew Chief Executive Officer Nov 30 '23 Sale 9.01 3,800 34,221 0 Dec 04 06:27 PM Okupe Oluyemi Chief Financial Officer Nov 21 '23 Sale 7.62 6,698 51,010 144,284 Nov 22 04:23 PM Baird Melissa Chief Operating Officer Nov 08 '23 Option Exercise 0.40 9,133 3,653 412,982 Nov 08 07:21 PM Baird Melissa Chief Operating Officer Nov 08 '23 Sale 7.09 9,133 64,735 403,849 Nov 08 07:21 PM Baird Melissa Chief Operating Officer Nov 07 '23 Option Exercise 0.40 9,133 3,653 412,982 Nov 08 07:21 PM
Index S&P 500 P/E 7.81 EPS (ttm) 15.03 Insider Own 1.82% Shs Outstand 157.00M Perf Week -0.13%
Market Cap 18.36B Forward P/E 16.63 EPS next Y 7.05 Insider Trans 0.18% Shs Float 153.71M Perf Month 0.19%
Income 2.37B PEG 1.07 EPS next Q 1.08 Inst Own 68.66% Short Float 1.41% Perf Quarter 5.72%
Sales 10.71B P/S 1.72 EPS this Y 5.96% Inst Trans 2.21% Short Ratio 2.40 Perf Half Y 18.26%
Book/sh 80.86 P/B 1.45 EPS next Y 10.42% ROA 7.56% Short Interest 2.16M Perf Year 12.77%
Cash/sh - P/C - EPS next 5Y 7.30% ROE 20.29% 52W Range 95.01 - 124.35 Perf YTD 13.37%
Dividend Est. 3.24 (2.76%) P/FCF 8.60 EPS past 5Y 46.21% ROI 17.58% 52W High -5.68% Beta 0.67
Dividend TTM 3.06 (2.61%) Quick Ratio - Sales past 5Y 18.03% Gross Margin - 52W Low 23.45% ATR (14) 1.98
Dividend Ex-Date Jun 18, 2024 Current Ratio 0.54 EPS Y/Y TTM 8732.01% Oper. Margin 28.15% RSI (14) 48.45 Volatility 0.98% 1.82%
Employees 5426 Debt/Eq 0.07 Sales Y/Y TTM 41.20% Profit Margin 22.16% Recom 2.18 Target Price 129.57
Option/Short Yes / Yes LT Debt/Eq 0.07 EPS Q/Q 236.82% Payout 25.74% Rel Volume 0.35 Prev Close 118.21
Sales Surprise -2.59% EPS Surprise 1.71% Sales Q/Q 30.97% Earnings Apr 25 AMC Avg Volume 902.80K Price 117.29
SMA20 -0.14% SMA50 -1.08% SMA200 7.87% Trades
Volume 312,763 Change -0.78%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-25-24 Upgrade BMO Capital Markets
Market Perform → Outperform
$125 → $135
Dec-14-23 Initiated Janney
Neutral
Nov-22-23 Initiated Citigroup
Neutral
$110
Nov-16-23 Initiated Oppenheimer
Perform
Jul-11-23 Upgrade Keefe Bruyette
Mkt Perform → Outperform
May-18-23 Upgrade BofA Securities
Neutral → Buy
$113 → $117
Jan-20-23 Initiated BMO Capital Markets
Market Perform
$106
Sep-27-22 Initiated BofA Securities
Neutral
$92
Sep-23-22 Initiated Raymond James
Mkt Perform
Dec-09-21 Downgrade RBC Capital Mkts
Outperform → Sector Perform
$135 → $130
Aug-17-21 Initiated Wolfe Research
Outperform
$148
Jul-09-21 Upgrade Piper Sandler
Underweight → Neutral
$100 → $116
Jun-16-20 Upgrade Deutsche Bank
Sell → Hold
$63
Jun-03-20 Upgrade RBC Capital Mkts
Sector Perform → Outperform
$78
May-06-20 Downgrade Credit Suisse
Neutral → Underperform
Apr-29-20 Downgrade Credit Suisse
Outperform → Neutral
$94 → $68
Jan-08-20 Downgrade Piper Sandler
Neutral → Underweight
$110
May-17-19 Upgrade Credit Suisse
Neutral → Outperform
$90 → $110
Feb-27-19 Upgrade Credit Suisse
Underperform → Neutral
$75 → $90
Dec-14-18 Initiated Buckingham Research
Neutral
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Cincinnati Financial Corp. engages in providing property casualty and life insurance services. It operates through the following segments: Commercial Lines Insurance, Personal Lines Insurance, Excess and Surplus Lines Insurance, Life Insurance, and Investments. The Commercial Lines Insurance segment includes commercial casualty, commercial property, commercial auto, worker's compensation, and other commercial lines insurance. The Personal Lines Insurance segment manages personal auto, homeowner, and other personal lines insurance. The Excess and Surplus Lines Insurance segment covers business risks such as the nature of the business or its claim history, that are difficult to profitably insure in the standard commercial lines market. The Life Insurance segment offers term life insurance, universal life insurance, worksite products, and whole life insurance services. The Investment segment generates revenue from the fixed-maturity investment and equity investment. The company was founded by John Jack Schiff Sr., Robert Cleveland Schiff, and Harry M. Turner in 1968 and is headquartered in Fairfield, OH.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Brown Roger A Sr VP, COO - Subsidiary May 06 '24 Option Exercise 67.25 7,800 524,549 62,267 May 08 03:11 PM Osborn David P Director Apr 29 '24 Buy 111.64 2,000 223,283 33,919 May 01 04:31 PM Debbink Dirk J Director Apr 29 '24 Buy 113.47 1,000 113,470 53,988 May 01 03:19 PM Soloria Steven Anthony EVP, Chief Investment Officer Mar 12 '24 Option Exercise 71.19 831 59,159 14,421 Mar 14 03:29 PM Van Den Heuvel Will H Sr. Vice President-Subsidiary Mar 01 '24 Option Exercise 0.00 1,226 0 24,955 Mar 05 03:29 PM Hoffer Theresa A Sr Vice President - Subsidiary Mar 01 '24 Option Exercise 0.00 819 0 41,498 Mar 05 03:27 PM JOHNSTON STEVEN J Chairman & CEO Mar 01 '24 Option Exercise 0.00 2,523 0 184,120 Mar 05 03:27 PM KELLINGTON JOHN S EVP, Chief Info Off. -Sub Mar 01 '24 Option Exercise 0.00 1,465 0 83,238 Mar 05 03:27 PM Love Lisa Anne EVP/CLO & Corp Secy Mar 01 '24 Option Exercise 0.00 1,332 0 50,811 Mar 05 03:27 PM SCHAMBOW MARC JON SrVP/Chief Claims Officer-Sub Mar 01 '24 Option Exercise 0.00 917 0 20,821 Mar 05 03:28 PM Sewell Michael J CFO, EVP & Treasurer Mar 01 '24 Option Exercise 0.00 2,101 0 94,601 Mar 05 03:28 PM Soloria Steven Anthony EVP, Chief Investment Officer Mar 01 '24 Option Exercise 0.00 319 0 13,684 Mar 05 03:28 PM Spray Stephen M President Mar 01 '24 Option Exercise 0.00 1,775 0 49,824 Mar 05 03:28 PM Delaney Angela Ossello Senior Vice President- Sub Mar 01 '24 Option Exercise 0.00 1,142 0 9,981 Mar 05 03:26 PM Doyle Donald J Jr Sr Vice President - Subsidiary Mar 01 '24 Option Exercise 0.00 1,298 0 36,371 Mar 05 03:26 PM Givler Sean Michael Sr Vice President - Subsidiary Mar 01 '24 Option Exercise 0.00 1,301 0 23,338 Mar 05 03:27 PM Brown Roger A Sr VP, COO - Subsidiary Mar 01 '24 Option Exercise 0.00 885 0 54,727 Mar 05 03:26 PM Cracas Teresa C EVP, Chief Risk Off. - Sub Mar 01 '24 Option Exercise 0.00 1,332 0 42,462 Mar 05 03:26 PM Love Lisa Anne EVP/CLO & Corp Secy Feb 29 '24 Option Exercise 52.25 4,367 228,176 52,177 Mar 04 03:42 PM Hoffer Theresa A Sr Vice President - Subsidiary Feb 20 '24 Option Exercise 61.47 1,263 77,637 41,564 Feb 22 03:17 PM Delaney Angela Ossello Senior Vice President- Sub Feb 14 '24 Option Exercise 0.00 36 0 968 Feb 16 02:48 PM Soloria Steven Anthony EVP, Chief Investment Officer Feb 14 '24 Option Exercise 0.00 360 0 13,490 Feb 16 02:49 PM Debbink Dirk J Director Dec 05 '23 Buy 102.98 2,000 205,960 51,542 Dec 07 02:53 PM Brown Roger A Sr VP, COO - Subsidiary Nov 14 '23 Option Exercise 46.81 936 43,814 55,906 Nov 16 03:06 PM Delaney Angela Ossello Senior Vice President- Sub Nov 02 '23 Option Exercise 46.81 156 7,302 922 Nov 06 03:18 PM JOHNSTON STEVEN J Chairman & CEO Oct 31 '23 Option Exercise 46.81 12,873 602,585 190,555 Nov 02 03:04 PM Spray Stephen M President Oct 31 '23 Option Exercise 46.81 3,205 150,026 50,344 Nov 02 03:02 PM Debbink Dirk J Director Oct 30 '23 Buy 98.78 1,000 98,781 49,542 Nov 01 03:17 PM Benacci Nancy Cunningham Director Sep 12 '23 Buy 106.57 1,000 106,570 3,702 Sep 14 03:00 PM Love Lisa Anne EVP/CLO & Corp Secy Aug 21 '23 Option Exercise 46.81 4,687 219,398 51,350 Aug 23 03:05 PM Sewell Michael J CFO, EVP & Treasurer Aug 03 '23 Option Exercise 46.81 7,885 369,097 99,170 Aug 07 03:21 PM Aaron Thomas J Director Jun 01 '23 Buy 97.17 500 48,584 6,240 Jun 05 03:10 PM Debbink Dirk J Director May 25 '23 Buy 98.39 1,000 98,390 47,960 May 30 03:14 PM Schiff Charles Odell Director May 17 '23 Sale 102.74 20,000 2,054,776 190,555 May 19 03:33 PM
Index S&P 500 P/E 24.62 EPS (ttm) 5.45 Insider Own 0.17% Shs Outstand 337.00M Perf Week -1.34%
Market Cap 45.16B Forward P/E 18.01 EPS next Y 7.45 Insider Trans -15.75% Shs Float 336.14M Perf Month 7.05%
Income 1.84B PEG 4.13 EPS next Q 1.69 Inst Own 79.63% Short Float 1.33% Perf Quarter 13.27%
Sales 20.39B P/S 2.22 EPS this Y 7.95% Inst Trans 1.12% Short Ratio 2.02 Perf Half Y 10.63%
Book/sh 3.10 P/B 43.26 EPS next Y 5.00% ROA 10.46% Short Interest 4.48M Perf Year -6.77%
Cash/sh 2.53 P/C 52.94 EPS next 5Y 5.96% ROE 209.30% 52W Range 116.32 - 145.29 Perf YTD 10.37%
Dividend Est. 4.86 (3.62%) P/FCF 17.31 EPS past 5Y 5.26% ROI 22.49% 52W High -7.70% Beta 0.40
Dividend TTM 4.76 (3.55%) Quick Ratio 0.54 Sales past 5Y 2.03% Gross Margin 35.40% 52W Low 15.30% ATR (14) 2.00
Dividend Ex-Date Jun 07, 2024 Current Ratio 0.81 EPS Y/Y TTM -6.65% Oper. Margin 15.41% RSI (14) 54.66 Volatility 1.14% 1.55%
Employees 41000 Debt/Eq 7.63 Sales Y/Y TTM 0.54% Profit Margin 9.05% Recom 2.86 Target Price 138.86
Option/Short Yes / Yes LT Debt/Eq 6.86 EPS Q/Q 14.41% Payout 90.65% Rel Volume 0.91 Prev Close 135.10
Sales Surprise 1.27% EPS Surprise 22.98% Sales Q/Q -0.89% Earnings Apr 23 BMO Avg Volume 2.22M Price 134.11
SMA20 -0.18% SMA50 3.70% SMA200 7.79% Trades
Volume 2,014,678 Change -0.73%
Date
Action
Analyst
Rating Change
Price Target Change
Mar-28-24 Upgrade Evercore ISI
In-line → Outperform
$133 → $150
Mar-01-24 Resumed Goldman
Buy
$135
Dec-15-23 Downgrade BofA Securities
Neutral → Underperform
$135 → $115
Nov-17-23 Initiated Piper Sandler
Overweight
$146
Oct-12-23 Upgrade Bernstein
Underperform → Mkt Perform
$125 → $118
Sep-22-23 Initiated HSBC Securities
Hold
$133
Mar-20-23 Upgrade Deutsche Bank
Sell → Hold
$122 → $123
Feb-17-23 Initiated Citigroup
Sell
$120
Jan-04-23 Downgrade Jefferies
Buy → Hold
$137 → $139
Dec-06-22 Downgrade Deutsche Bank
Hold → Sell
$120 → $123
Oct-18-22 Initiated Evercore ISI
In-line
Oct-12-22 Upgrade Atlantic Equities
Neutral → Overweight
$135
Sep-14-22 Resumed BofA Securities
Neutral
$130
Feb-02-22 Downgrade Bernstein
Mkt Perform → Underperform
$126
Jan-27-22 Reiterated Wells Fargo
Equal Weight
$145 → $140
Jan-27-22 Reiterated UBS
Neutral
$145 → $138
Jan-27-22 Reiterated RBC Capital Mkts
Sector Perform
$133 → $130
Jan-27-22 Reiterated Citigroup
Sell
$113 → $119
Jan-11-22 Downgrade Exane BNP Paribas
Outperform → Neutral
$148
Oct-26-21 Downgrade Berenberg
Buy → Hold
$164 → $127
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Apr-02-24 08:44AM
04:28AM
Apr-01-24 06:00PM
01:55PM
Mar-31-24 11:47AM
Mar-29-24 07:45AM
Mar-28-24 11:23AM
05:09AM
Mar-27-24 03:10PM
08:44AM
08:23AM
07:17AM
07:03AM
06:55AM
05:04AM
Mar-26-24 04:30PM
09:00AM
07:07AM
Mar-25-24 06:00PM
01:57PM
Mar-20-24 01:15PM
Mar-19-24 05:50PM
Mar-18-24 06:00PM
Mar-15-24 06:00PM
09:00AM
Kimberly-Clark Corp. engages in the manufacture and marketing of products made from natural or synthetic fibers. It operates through the following segments: Personal Care, Consumer Tissue, and K-C Professional. The Personal Care segment offers disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, and other related products. The Consumer Tissue segment produces and sells facial and bathroom tissue, paper towels, napkins, and related products for household use. The K-C Professional segment supplies workplace supporting products such as wipers, tissue, towels, apparel, soaps, and sanitizers. The company was founded by John A. Kimberly, Havilah Babcock, Charles B. Clark, and Frank C. Shattuck in 1872 and is headquartered in Irving, TX.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Cunningham Doug President, EMEA May 10 '24 Sale 136.82 3,833 524,441 0 May 10 12:31 PM Hsu Michael D. Chairman of the Board and CEO May 06 '24 Option Exercise 110.72 54,191 6,000,028 233,250 May 07 02:45 PM Hsu Michael D. Chairman of the Board and CEO May 06 '24 Sale 135.40 54,191 7,337,256 179,059 May 07 02:45 PM Drexler Andrew Vice President and Controller May 01 '24 Sale 136.83 2,500 342,084 8,053 May 02 01:41 PM Cunningham Doug President, EMEA May 01 '24 Sale 136.86 1,040 142,334 3,833 May 01 04:30 PM Melucci Jeffrey P. Chief Bus. & Transf. Officer Apr 30 '24 Sale 135.53 13,714 1,858,621 19,935 Apr 30 05:20 PM Chen Katy President, APAC Apr 30 '24 Sale 135.80 347 47,124 941 May 01 04:30 PM Chen Katy President, APAC Apr 29 '24 Option Exercise 0.00 55 0 1,288 May 01 04:30 PM LONG ROBERT EDWARD Chief R&D Officer Apr 29 '24 Option Exercise 0.00 1,399 0 3,331 Apr 30 05:13 PM Melucci Jeffrey P. Chief Bus. & Transf. Officer Apr 29 '24 Sale 135.59 6,390 866,444 33,649 Apr 29 06:13 PM Fenske Tamera Chief Supply Chain Officer Apr 29 '24 Sale 135.37 717 97,058 2,284 Apr 29 06:11 PM Fenske Tamera Chief Supply Chain Officer Apr 26 '24 Option Exercise 0.00 1,301 0 3,585 Apr 29 06:11 PM Karrmann Sandra R Chief Human Resources Officer Apr 26 '24 Option Exercise 0.00 1,084 0 13,378 Apr 29 06:12 PM LEWIS ALISON Chief Growth Officer Apr 26 '24 Option Exercise 0.00 1,387 0 18,908 Apr 29 06:12 PM LONG ROBERT EDWARD Chief R&D Officer Apr 26 '24 Option Exercise 0.00 867 0 2,321 Apr 29 06:12 PM Drexler Andrew Vice President and Controller Apr 26 '24 Option Exercise 0.00 1,707 0 11,226 Apr 29 06:10 PM Abou-Oaf Ehab President KCP Apr 26 '24 Option Exercise 0.00 1,127 0 8,855 Apr 29 06:10 PM Hsu Michael D. Chairman of the Board and CEO Apr 26 '24 Option Exercise 0.00 9,368 0 182,746 Apr 29 06:10 PM Cunningham Doug President, EMEA Apr 26 '24 Option Exercise 0.00 1,040 0 1,040 Apr 29 06:10 PM Hicks Zackery A Chief Digital & Technology Off Apr 26 '24 Option Exercise 0.00 2,602 0 2,602 Apr 29 06:11 PM Melucci Jeffrey P. Chief Bus. & Transf. Officer Apr 26 '24 Option Exercise 0.00 1,908 0 40,791 Apr 29 06:13 PM Ramos Paula Chief Strategy Officer Apr 26 '24 Option Exercise 0.00 867 0 1,662 Apr 29 06:13 PM Torres Russell President, KCNA Apr 26 '24 Option Exercise 0.00 2,602 0 33,291 Apr 29 06:13 PM Uribe Gonzalo President, Latin America Apr 26 '24 Option Exercise 0.00 867 0 9,546 Apr 29 06:13 PM Chen Katy President, APAC Apr 26 '24 Option Exercise 0.00 974 0 974 Apr 30 05:13 PM Urdaneta Nelson Chief Financial Officer Apr 26 '24 Option Exercise 0.00 7,171 0 10,992 Apr 29 06:14 PM Chen Katy President, APAC Apr 26 '24 Sale 135.24 454 61,399 520 Apr 30 05:13 PM Uribe Gonzalo President, Latin America Apr 25 '24 Sale 136.91 1,465 200,574 8,679 Apr 25 02:41 PM Ramos Paula Chief Strategy Officer Apr 24 '24 Option Exercise 132.63 10,178 1,349,908 10,973 Apr 24 04:00 PM Ramos Paula Chief Strategy Officer Apr 24 '24 Sale 137.17 10,178 1,396,098 795 Apr 24 04:00 PM Karrmann Sandra R Chief Human Resources Officer Apr 24 '24 Sale 137.25 6,288 863,031 12,294 Apr 24 03:59 PM SMUCKER MARK T Director Jan 29 '24 Buy 120.98 827 100,051 827 Jan 30 11:25 AM Wilkinson Tristram President, APAC Jan 26 '24 Option Exercise 107.51 3,720 399,920 20,949 Jan 26 04:58 PM Wilkinson Tristram President, APAC Jan 26 '24 Sale 121.00 3,720 450,120 17,229 Jan 26 04:58 PM Melucci Jeffrey P. Chief Legal Officer Nov 29 '23 Sale 121.71 3,000 365,130 25,169 Nov 29 10:51 AM Fenske Tamera Chief Supply Chain Officer Oct 31 '23 Option Exercise 0.00 4,162 0 4,162 Nov 01 12:22 PM Karrmann Sandra R Chief Human Resources Officer Oct 30 '23 Option Exercise 0.00 9,067 0 15,295 Oct 31 04:38 PM Abou-Oaf Ehab President KCP Oct 29 '23 Option Exercise 0.00 1,243 0 7,728 Oct 30 06:27 PM Hicks Zackery A Chief Digital & Technology Off Oct 25 '23 Sale 119.43 3,020 360,677 0 Oct 25 01:39 PM Karrmann Sandra R Chief Human Resources Officer Aug 29 '23 Sale 129.80 5,122 664,836 6,228 Aug 29 04:15 PM Hicks Zackery A Chief Digital & Technology Off Jul 29 '23 Option Exercise 0.00 4,980 0 4,980 Aug 01 02:09 PM Melucci Jeffrey P. Chief Legal Officer Jul 27 '23 Sale 130.23 4,423 576,007 28,169 Jul 27 04:12 PM
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